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+0.63%
This Month
-15.24%
Year To Date
-4.28%
2 Years
+277.78%
5 Years
+277.78%
10 Years
+43.69%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies38.86%
- 💻 Electronic Technology22.52%
- 🖥️ Technology Services15.94%
- 🚗 Consumer Durables5.92%
- 💰 Finance4.18%
- 💇♀️ Consumer Services2.37%
- 🍞 Consumer Non Durables1.65%
- ❓ Other1.44%
- 🛍️ Retail Trade1.36%
- 🧬 Health Technology1.26%
- 🛠️ Producer Manufacturing0.85%
- 🧩 Miscellaneous0.85%
- 🏭 Industrial Services0.73%
- 🧪 Process Industries0.65%
- ⛏️ Energy Minerals0.62%
- 💼 Commercial Services0.61%
- 💵 Cash0.21%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq39.8%
- 🌍 Digital Currency38.86%
- 🇺🇸 NYSE16.15%
- 🇬🇧 LSE1.98%
- 🇫🇷 Euronext Paris1.72%
- 🇨🇭 SIX1.26%
- 🇺🇸 OTC Markets Stock Exchange0.02%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States47.45%
- 🇮🇹 Italy3.49%
- 🇰🇷 South Korea1.98%
- 🇫🇷 France1.72%
- 🇨🇭 Switzerland1.26%
- 🇦🇺 Australia1.03%
- 🇳🇱 Netherlands0.95%
- 🇯🇵 Japan0.55%
- 🇮🇪 Ireland0.22%
Dividends
Dividend Yield
0.27%
25 out of 44 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $ACN (4.63%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 RACE | 0.04% | 1.13% | $2.64 |
 CVX.US | 0.02% | 3.66% | $6.28 |
 META | 0.02% | 0.33% | $1 |
 NKE | 0.02% | 3.79% | $1.45 |
 BLK | 0.02% | 2.12% | $20.2 |
 GLW | 0.01% | 0.68% | $1.12 |
 NVDA | 0.01% | 0.14% | $0.02 |
 BKNG | 0.01% | 0.9% | $17.5 |
 AI.PA | 0.01% | 1.91% | $2.91 |
 MCD | 0.01% | 2.78% | $6.53 |
 AAPL | 0.01% | 0.32% | $0.97 |
 WM | 0.01% | 1.52% | $2.9 |
 ACN | 0.01% | 4.63% | $4.99 |
 ICE | 0.01% | 1.45% | $1.77 |
 SPY | 0.01% | 0.99% | - |
 RMS.PA | 0.01% | 1.07% | $25 |
 MSFT | 0.01% | 0.92% | $3 |
 MC.PA | 0.01% | 2.72% | $13 |
 SMSN.L | 0.01% | 0.33% | $23.68 |
 ALC.ZU | 0.01% | 0.5% | $0.24 |
 JOE | 0.01% | 1.02% | $0.48 |
 MRVL | 0% | 0.11% | $0.24 |
 SONY | 0% | 0.53% | $0.49 |
 GOOG | 0% | 0.24% | $0.2 |
 SFGYY | 0% | -2.44% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 8.3/10
Beta
1.53
1.53
0
0.8
1.2
0
2
Sharpe Ratio
1.16
1.16
0
0.5
1
2
2
Sortino Ratio
2.92
2.92
0
1
2
3
3
Jensen's Alpha
24.42
24.42
-2
0
2
25
25
Omega Ratio
2.22
2.22
0
1
1.5
3
3
Treynor Ratio
2.35
2.35
0
0.75
1.25
3
3
Information Ratio
0.92
0.92
0
0.3
0.6
1
1
Calmar Ratio
1.68
1.68
0
0.3
0.6
2
2
Beta
1.53
1.53
0
0.8
1.2
0
2
Sharpe Ratio
1.16
1.16
0
0.5
1
2
2
Sortino Ratio
2.92
2.92
0
1
2
3
3
Jensen's Alpha
24.42
24.42
-2
0
2
25
25
Omega Ratio
2.22
2.22
0
1
1.5
3
3
Treynor Ratio
2.35
2.35
0
0.75
1.25
3
3
Information Ratio
0.92
0.92
0
0.3
0.6
1
1
Calmar Ratio
1.68
1.68
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
32.14
High:
TSLA
372.52TSLALow:
TTWO
-150.64TTWODetails
PEG Ratio
117.69
High:WM
822.01WMLow:TTWO
-160.87TTWODetails
Price/Book
12.29
High:AAPL
44.98AAPLLow:MCD
-151.69MCDDetails
Price/Sales
10.9
High:
NBIS
77.3NBISLow:SFGYY
0.33SFGYYDetails
Price/CF
25.96
High:
COHR
333.3COHRLow:
UBI.PA
1.84UBI.PADetails
Price/FCF
42.3
High:NKE
947.69NKELow:UBI.PA
2.09UBI.PADetails
P/E Ratio
32.14
High:TSLA
372.52TSLALow:TTWO
-150.64TTWODetails
PEG Ratio
117.69
High:WM
822.01WMLow:TTWO
-160.87TTWODetails
Price/Book
12.29
High:AAPL
44.98AAPLLow:MCD
-151.69MCDDetails
Price/Sales
10.9
High:NBIS
77.3NBISLow:SFGYY
0.33SFGYYDetails
Price/CF
25.96
High:COHR
333.3COHRLow:UBI.PA
1.84UBI.PADetails
Price/FCF
42.3
High:NKE
947.69NKELow:UBI.PA
2.09UBI.PADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-30.29% | Oct 2025 | - | 10 |
-18.89% | Dec 2024 | Jun 2025 | 6 |
-11.73% | Sep 2023 | Oct 2023 | 1 |
-8.26% | Apr 2024 | May 2024 | 1 |
-4.4% | Jul 2024 | Oct 2024 | 3 |