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+9.26%
This Month
-7.78%
Year To Date
+22.93%
2 Years
+311.01%
5 Years
+311.01%
10 Years
+51.24%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies41.8%
- 💻 Electronic Technology14.87%
- 🖥️ Technology Services13.65%
- 💵 Cash8.89%
- 🚗 Consumer Durables6.3%
- 💰 Finance4.43%
- 💇♀️ Consumer Services2.68%
- 🍞 Consumer Non Durables1.73%
- 🧬 Health Technology1.51%
- 🛍️ Retail Trade1.42%
- 🧩 Miscellaneous0.83%
- 🏭 Industrial Services0.72%
- 🧪 Process Industries0.65%
- ⛏️ Energy Minerals0.62%
- 💼 Commercial Services0.54%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency41.8%
- 🇺🇸 Nasdaq31.04%
- 🇺🇸 NYSE13.92%
- 🇫🇷 Euronext Paris1.76%
- 🇬🇧 LSE1.71%
- 🇨🇭 SIX1.51%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States39.6%
- 🇮🇹 Italy3.63%
- 🇫🇷 France1.76%
- 🇰🇷 South Korea1.71%
- 🇨🇭 Switzerland1.51%
- 🇯🇵 Japan0.58%
- 🇮🇪 Ireland0.32%
Dividends
Dividend Yield
0.26%
21 out of 35 instruments pay dividend.
6 dividend payments in the next 30 days.
Highest Dividend: $CVX (3.77%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 RACE | 0.04% | 1.14% | $2.64 |
 CVX | 0.02% | 3.77% | $6.28 |
 META | 0.02% | 0.31% | $1 |
 NKE | 0.02% | 3.48% | $1.45 |
 BLK | 0.02% | 2.03% | $20.2 |
 BKNG | 0.01% | 0.82% | $17.5 |
 AI.PA | 0.01% | 1.98% | $2.91 |
 MCD | 0.01% | 2.36% | $6.53 |
 AAPL | 0.01% | 0.38% | $0.97 |
 WM | 0.01% | 1.53% | $2.9 |
 SMSN.L | 0.01% | 0.58% | $23.68 |
 ACN | 0.01% | 3.11% | $4.99 |
 ICE | 0.01% | 1.22% | $1.77 |
 SPY | 0.01% | 1.04% | - |
 RMS.PA | 0.01% | 1.06% | $25 |
 MC.PA | 0.01% | 2.66% | $13 |
 MSFT | 0.01% | 0.85% | $3 |
 ALC.ZU | 0.01% | 0.45% | $0.24 |
 JOE | 0.01% | 0.87% | $0.48 |
 SONY | 0% | 0.49% | $0.49 |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
RMS.PA | Pay Day | Apr 23, 2026 | $14.90 |
MC.PA | Ex-Dividend | Apr 28, 2026 | $8.60 |
MC.PA | Pay Day | Apr 30, 2026 | $8.60 |
RACE | Pay Day | May 5, 2026 | $4.27 |
ALC.ZU | Ex-Dividend | May 5, 2026 | $0.35 |
ALC.ZU | Pay Day | May 7, 2026 | $0.35 |
ACN | Pay Day | May 15, 2026 | $1.63 |
AI.PA | Ex-Dividend | May 18, 2026 | $4.35 |
AI.PA | Pay Day | May 20, 2026 | $4.35 |
MSFT | Ex-Dividend | May 21, 2026 | $0.91 |
MSFT | Pay Day | Jun 11, 2026 | $0.91 |
ICE | Ex-Dividend | Jun 15, 2026 | $0.52 |
ICE | Pay Day | Jun 30, 2026 | $0.52 |
Performance Metrics
Score 8.3/10
Beta
1.72
1.72
0
0.8
1.2
0
2
Sharpe Ratio
1.12
1.12
0
0.5
1
2
2
Sortino Ratio
2.81
2.81
0
1
2
3
3
Jensen's Alpha
25.72
25.72
-2
0
2
26
26
Omega Ratio
2.3
2.3
0
1
1.5
3
3
Treynor Ratio
2.04
2.04
0
0.75
1.25
3
3
Information Ratio
0.97
0.97
0
0.3
0.6
1
1
Calmar Ratio
1.62
1.62
0
0.3
0.6
2
2
Beta
1.72
1.72
0
0.8
1.2
0
2
Sharpe Ratio
1.12
1.12
0
0.5
1
2
2
Sortino Ratio
2.81
2.81
0
1
2
3
3
Jensen's Alpha
25.72
25.72
-2
0
2
26
26
Omega Ratio
2.3
2.3
0
1
1.5
3
3
Treynor Ratio
2.04
2.04
0
0.75
1.25
3
3
Information Ratio
0.97
0.97
0
0.3
0.6
1
1
Calmar Ratio
1.62
1.62
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
36.98
High:
TSLA
364.78TSLALow:SONY
-108.83SONYDetails
PEG Ratio
222.01
High:ACN
3,265.22ACNLow:JOE
60.06JOEDetails
Price/Book
12.74
High:AAPL
45.05AAPLLow:MCD
-121.85MCDDetails
Price/Sales
11.01
High:NVDA
22.86NVDALow:
UBI.PA
0.35UBI.PADetails
Price/CF
29.48
High:TSLA
107.92TSLALow:UBI.PA
1.56UBI.PADetails
Price/FCF
52.12
High:NKE
947.69NKELow:UBI.PA
1.61UBI.PADetails
P/E Ratio
36.98
High:TSLA
364.78TSLALow:SONY
-108.83SONYDetails
PEG Ratio
222.01
High:ACN
3,265.22ACNLow:JOE
60.06JOEDetails
Price/Book
12.74
High:AAPL
45.05AAPLLow:MCD
-121.85MCDDetails
Price/Sales
11.01
High:NVDA
22.86NVDALow:UBI.PA
0.35UBI.PADetails
Price/CF
29.48
High:TSLA
107.92TSLALow:UBI.PA
1.56UBI.PADetails
Price/FCF
52.12
High:NKE
947.69NKELow:UBI.PA
1.61UBI.PADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-30.15% | Oct 2025 | - | 7 |
-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 |