Loading...
+0.59%
This Month
+15.62%
Year To Date
+233.27%
2 Years
+437.98%
5 Years
+437.98%
10 Years
+81.1%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies45.57%
- 💻 Electronic Technology15.3%
- 🖥️ Technology Services12.46%
- 🌾 Commodities6.23%
- 🚗 Consumer Durables5.62%
- 💰 Finance3.51%
- 💵 Cash3.15%
- 💇♀️ Consumer Services2.35%
- 🍞 Consumer Non Durables1.86%
- 🧬 Health Technology1.19%
- 🛍️ Retail Trade1.04%
- 💼 Commercial Services0.61%
- 📊 ETFs0.59%
- 🏭 Industrial Services0.56%
- 🧪 Process Industries0.48%
- ⛏️ Energy Minerals0.41%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency45.57%
- 🇺🇸 Nasdaq29.9%
- 🇺🇸 NYSE12.9%
- 🌍 Commodity6.23%
- 🇫🇷 Euronext Paris1.54%
- 🇨🇭 SIX1.19%
- 🇬🇧 LSE0.44%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States37.57%
- 🇮🇹 Italy3.77%
- 🇫🇷 France1.54%
- 🇨🇭 Switzerland1.19%
- 🇯🇵 Japan0.56%
- 🇰🇷 South Korea0.44%
- 🇮🇪 Ireland0.32%
Dividends
Dividend Yield
0.19%
21 out of 35 instruments pay dividend.
10 dividend payments in the next 30 days.
Highest Dividend: $CVX (4.4%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 RACE | 0.03% | 0.72% | $2.64 |
 CVX | 0.02% | 4.4% | $6.28 |
 META | 0.01% | 0.27% | $1 |
 NKE | 0.01% | 2.17% | $1.45 |
 BLK | 0.01% | 1.89% | $20.2 |
 BKNG | 0.01% | 0.68% | $17.5 |
 MCD | 0.01% | 2.26% | $6.53 |
 RMS.PA | 0.01% | 1.28% | $25 |
 AAPL | 0.01% | 0.43% | $0.97 |
 AI.PA | 0.01% | 1.88% | $2.91 |
 WM | 0.01% | 1.47% | $2.9 |
 SMSN.L | 0.01% | 1.69% | $23.68 |
 ACN | 0.01% | 2.33% | $4.99 |
 SPY | 0.01% | 1.16% | - |
 ICE | 0.01% | 1.09% | $1.77 |
 MC.PA | 0.01% | 2.63% | $13 |
 ALC.ZU | 0.01% | 0.44% | $0.24 |
 MSFT | 0.01% | 0.67% | $3 |
 JOE | 0% | 1.1% | $0.48 |
 NVDA | 0% | 0.02% | $0.02 |
 SONY | 0% | 0.35% | $0.49 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
CVX | Pay Day | Sep 10, 2025 | $1.71 |
MSFT | Pay Day | Sep 11, 2025 | $0.83 |
NVDA | Ex-Dividend | Sep 11, 2025 | $0.01 |
WM | Ex-Dividend | Sep 12, 2025 | $0.82 |
MCD | Pay Day | Sep 16, 2025 | $1.77 |
ICE | Ex-Dividend | Sep 16, 2025 | $0.48 |
JOE | Pay Day | Sep 19, 2025 | $0.14 |
BLK | Pay Day | Sep 23, 2025 | $5.21 |
WM | Pay Day | Sep 26, 2025 | $0.82 |
BKNG | Pay Day | Sep 30, 2025 | $9.60 |
ICE | Pay Day | Sep 30, 2025 | $0.48 |
NKE | Pay Day | Oct 1, 2025 | $0.40 |
NVDA | Pay Day | Oct 2, 2025 | $0.01 |
MC.PA | Ex-Dividend | Dec 2, 2025 | $6.47 |
MC.PA | Pay Day | Dec 4, 2025 | $6.47 |
Performance Metrics
Score 8.7/10
Beta
1.76
1.76
0
0.8
1.2
0
2
Sharpe Ratio
1.68
1.68
0
0.5
1
2
2
Sortino Ratio
4.89
4.89
0
1
2
5
5
Jensen's Alpha
49.04
49.04
-2
0
2
50
50
Omega Ratio
4.34
4.34
0
1
1.5
5
5
Treynor Ratio
3.04
3.04
0
0.75
1.25
4
4
Information Ratio
1.59
1.59
0
0.3
0.6
2
2
Calmar Ratio
4.45
4.45
0
0.3
0.6
5
5
Beta
1.76
1.76
0
0.8
1.2
0
2
Sharpe Ratio
1.68
1.68
0
0.5
1
2
2
Sortino Ratio
4.89
4.89
0
1
2
5
5
Jensen's Alpha
49.04
49.04
-2
0
2
50
50
Omega Ratio
4.34
4.34
0
1
1.5
5
5
Treynor Ratio
3.04
3.04
0
0.75
1.25
4
4
Information Ratio
1.59
1.59
0
0.3
0.6
2
2
Calmar Ratio
4.45
4.45
0
0.3
0.6
5
5
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
41.33
High:
TSLA
196.04TSLALow:
TTWO
-10.05TTWODetails
PEG Ratio
2,160.57
High:
AAPL
24,779.06AAPLLow:
PINS
1.47PINSDetails
Price/Book
16.73
High:AAPL
54.11AAPLLow:
MCD
-81.96MCDDetails
Price/Sales
13.3
High:
NVDA
25.49NVDALow:
UBI.PA
0.61UBI.PADetails
Price/CF
36.91
High:TTWO
434.3TTWOLow:UBI.PA
1.45UBI.PADetails
Price/FCF
56.48
High:TSLA
200.12TSLALow:UBI.PA
1.49UBI.PADetails
P/E Ratio
41.33
High:TSLA
196.04TSLALow:TTWO
-10.05TTWODetails
PEG Ratio
2,160.57
High:AAPL
24,779.06AAPLLow:PINS
1.47PINSDetails
Price/Book
16.73
High:AAPL
54.11AAPLLow:MCD
-81.96MCDDetails
Price/Sales
13.3
High:NVDA
25.49NVDALow:UBI.PA
0.61UBI.PADetails
Price/CF
36.91
High:TTWO
434.3TTWOLow:UBI.PA
1.45UBI.PADetails
Price/FCF
56.48
High:TSLA
200.12TSLALow:UBI.PA
1.49UBI.PADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-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 |