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+1.16%
This Month
-5.37%
Year To Date
+6.66%
2 Years
+321.78%
5 Years
+321.78%
10 Years
+45.57%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies42.96%
- 💻 Electronic Technology21.43%
- 🖥️ Technology Services14.17%
- 🚗 Consumer Durables5.59%
- 💰 Finance4.06%
- 💇♀️ Consumer Services2.3%
- ❓ Other1.58%
- 🍞 Consumer Non Durables1.4%
- 🛍️ Retail Trade1.29%
- 🧬 Health Technology1.19%
- 🛠️ Producer Manufacturing0.82%
- 🧩 Miscellaneous0.79%
- 🏭 Industrial Services0.62%
- ⛏️ Energy Minerals0.62%
- 🧪 Process Industries0.57%
- 💼 Commercial Services0.42%
- 💵 Cash0.22%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency42.96%
- 🇺🇸 Nasdaq37.12%
- 🇺🇸 NYSE15.18%
- 🇬🇧 LSE1.92%
- 🇫🇷 Euronext Paris1.4%
- 🇨🇭 SIX1.19%
- 🇺🇸 OTC Markets Stock Exchange0.02%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States43.67%
- 🇮🇹 Italy3.51%
- 🇰🇷 South Korea1.92%
- 🇫🇷 France1.4%
- 🇨🇭 Switzerland1.19%
- 🇦🇺 Australia1.02%
- 🇳🇱 Netherlands0.91%
- 🇯🇵 Japan0.58%
- 🇮🇪 Ireland0.26%
Dividends
Dividend Yield
0.25%
25 out of 44 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $NKE (4.24%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 RACE | 0.04% | 1.02% | $2.64 |
 CVX.US | 0.02% | 3.35% | $6.28 |
 META | 0.02% | 0.34% | $1 |
 NKE | 0.02% | 4.24% | $1.45 |
 BLK | 0.01% | 1.95% | $20.2 |
 GLW | 0.01% | 0.73% | $1.12 |
 NVDA | 0.01% | 0.12% | $0.02 |
 BKNG | 0.01% | 0.83% | $17.5 |
 AI.PA | 0.01% | 1.97% | $2.91 |
 MCD | 0.01% | 2.87% | $6.53 |
 AAPL | 0.01% | 0.33% | $0.97 |
 WM | 0.01% | 1.62% | $2.9 |
 ACN | 0.01% | 3.49% | $4.99 |
 ICE | 0.01% | 1.24% | $1.77 |
 SPY | 0.01% | 0.96% | - |
 RMS.PA | 0.01% | 1.24% | $25 |
 MSFT | 0.01% | 0.73% | $3 |
 MC.PA | 0.01% | 3.03% | $13 |
 SMSN.L | 0.01% | 0.31% | $23.68 |
 ALC.ZU | 0.01% | 0.49% | $0.24 |
 JOE | 0.01% | 0.94% | $0.48 |
 MRVL | 0% | 0.11% | $0.24 |
 SONY | 0% | 0.45% | $0.49 |
 GOOG | 0% | 0.25% | $0.2 |
 SFGYY | 0% | -2.27% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 8.2/10
Beta
1.55
1.55
0
0.8
1.2
0
2
Sharpe Ratio
1.1
1.1
0
0.5
1
2
2
Sortino Ratio
2.73
2.73
0
1
2
3
3
Jensen's Alpha
21.19
21.19
-2
0
2
22
22
Omega Ratio
2.06
2.06
0
1
1.5
3
3
Treynor Ratio
2.15
2.15
0
0.75
1.25
3
3
Information Ratio
0.86
0.86
0
0.3
0.6
1
1
Calmar Ratio
1.46
1.46
0
0.3
0.6
2
2
Beta
1.55
1.55
0
0.8
1.2
0
2
Sharpe Ratio
1.1
1.1
0
0.5
1
2
2
Sortino Ratio
2.73
2.73
0
1
2
3
3
Jensen's Alpha
21.19
21.19
-2
0
2
22
22
Omega Ratio
2.06
2.06
0
1
1.5
3
3
Treynor Ratio
2.15
2.15
0
0.75
1.25
3
3
Information Ratio
0.86
0.86
0
0.3
0.6
1
1
Calmar Ratio
1.46
1.46
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
31.6
High:
TSLA
372.52TSLALow:
TTWO
-150.64TTWODetails
PEG Ratio
121.43
High:AI.PA
1,002.92AI.PALow:TTWO
-160.87TTWODetails
Price/Book
12.38
High:AAPL
43.48AAPLLow:MCD
-151.69MCDDetails
Price/Sales
10.96
High:
NBIS
77.3NBISLow:SFGYY
0.33SFGYYDetails
Price/CF
26.72
High:
COHR
333.3COHRLow:
UBI.PA
1.84UBI.PADetails
Price/FCF
43.02
High:NKE
947.69NKELow:UBI.PA
2.09UBI.PADetails
P/E Ratio
31.6
High:TSLA
372.52TSLALow:TTWO
-150.64TTWODetails
PEG Ratio
121.43
High:AI.PA
1,002.92AI.PALow:TTWO
-160.87TTWODetails
Price/Book
12.38
High:AAPL
43.48AAPLLow:MCD
-151.69MCDDetails
Price/Sales
10.96
High:NBIS
77.3NBISLow:SFGYY
0.33SFGYYDetails
Price/CF
26.72
High:COHR
333.3COHRLow:UBI.PA
1.84UBI.PADetails
Price/FCF
43.02
High:NKE
947.69NKELow:UBI.PA
2.09UBI.PADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-31.78% | Oct 2025 | - | 12 |
-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 |