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-18.22%
This Month
-3.88%
Year To Date
+48.1%
2 Years
+202.51%
5 Years
+202.51%
10 Years
+49.56%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash33.79%
- 💻 Electronic Technology15.65%
- 🖥️ Technology Services15.54%
- 🪙 Cryptocurrencies10.28%
- 🧬 Health Technology4.3%
- 💰 Finance4.01%
- 💼 Commercial Services3.59%
- ❓ Other3.33%
- 🧩 Miscellaneous1.83%
- 📊 ETFs0.87%
- 💇♀️ Consumer Services0.63%
- 🛠️ Producer Manufacturing0.52%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq26.39%
- 🇺🇸 NYSE12.05%
- 🌍 Digital Currency10.28%
- 🇧🇪 Euronext Brussels4.01%
- 🇮🇹 Borsa Italiana3.59%
- 🇩🇪 Xetra ETFs2.27%
- 🇬🇧 LSE0.44%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States26.38%
- 🇳🇱 Netherlands6.49%
- 🇧🇪 Belgium4.01%
- 🇮🇹 Italy3.59%
- 🇩🇰 Denmark2.29%
- 🇹🇼 Taiwan1.49%
Dividends
Dividend Yield
0.33%
15 out of 35 instruments pay dividend.
6 dividend payments in the next 30 days.
Highest Dividend: $GIMB.BR (3.03%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 GIMB.BR | 0.12% | 3.03% | - |
 NVO | 0.06% | 2.81% | $0.98 |
 REY.MI | 0.05% | 1.27% | $1 |
 ASML | 0.02% | 0.44% | $5.57 |
 GOOG | 0.02% | 0.23% | $0.2 |
 EVC | 0.01% | 2.21% | $0.2 |
 HPE | 0.01% | 1.07% | $0.51 |
 TSM | 0.01% | 0.69% | $1.74 |
 STX.US | 0.01% | 0.33% | $2.8 |
 NVDA | 0.01% | 0.13% | $0.02 |
 INTU | 0% | 1.58% | $3.6 |
 AVGO | 0% | 0.62% | $19.7 |
 AMAT | 0% | 0.4% | $1.44 |
 LRCX | 0% | 0.32% | $8 |
 WDC | 0% | 0.09% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
GOOG | Ex-Dividend | Jun 8, 2026 | $0.22 |
AMAT | Pay Day | Jun 11, 2026 | $0.53 |
TSM | Ex-Dividend | Jun 11, 2026 | $0.95 |
GOOG | Pay Day | Jun 15, 2026 | $0.22 |
EVC | Ex-Dividend | Jun 16, 2026 | $0.05 |
WDC | Pay Day | Jun 17, 2026 | $0.15 |
LRCX | Ex-Dividend | Jun 17, 2026 | $0.26 |
STX.US | Ex-Dividend | Jun 24, 2026 | $0.74 |
NVDA | Pay Day | Jun 26, 2026 | $0.25 |
EVC | Pay Day | Jun 30, 2026 | $0.05 |
STX.US | Pay Day | Jul 7, 2026 | $0.74 |
LRCX | Pay Day | Jul 8, 2026 | $0.26 |
INTU | Ex-Dividend | Jul 9, 2026 | $1.20 |
TSM | Pay Day | Jul 9, 2026 | $0.95 |
INTU | Pay Day | Jul 17, 2026 | $1.20 |
Performance Metrics
Score 7.8/10
Beta
1.28
1.28
0
0.8
1.2
0
2
Sharpe Ratio
0.92
0.92
0
0.5
1
1.5
1.5
Sortino Ratio
2.76
2.76
0
1
2
3
3
Jensen's Alpha
21.21
21.21
-2
0
2
22
22
Omega Ratio
1.9
1.9
0
1
1.5
2.5
2.5
Treynor Ratio
2.49
2.49
0
0.75
1.25
3
3
Information Ratio
0.61
0.61
0
0.3
0.6
1
1
Calmar Ratio
2.39
2.39
0
0.3
0.6
3
3
Beta
1.28
1.28
0
0.8
1.2
0
2
Sharpe Ratio
0.92
0.92
0
0.5
1
1.5
1.5
Sortino Ratio
2.76
2.76
0
1
2
3
3
Jensen's Alpha
21.21
21.21
-2
0
2
22
22
Omega Ratio
1.9
1.9
0
1
1.5
2.5
2.5
Treynor Ratio
2.49
2.49
0
0.75
1.25
3
3
Information Ratio
0.61
0.61
0
0.3
0.6
1
1
Calmar Ratio
2.39
2.39
0
0.3
0.6
3
3
Portfolio Valuation
Based on current positions
P/E Ratio
31.22
High:
TWLO
367.05TWLOLow:
ZS
-277.86ZSDetails
PEG Ratio
155.88
High:HPE
1,796.86HPELow:
TEAM
-246.43TEAMDetails
Price/Book
12.88
High:STX.US
189.77STX.USLow:GIMB.BR
0.83GIMB.BRDetails
Price/Sales
13.33
High:AVGO
27.07AVGOLow:EVC
1.58EVCDetails
Price/CF
25.33
High:
RIOT
107.94RIOTLow:EVC
6.05EVCDetails
Price/FCF
58.28
High:NVO
207.17NVOLow:HPE
13.07HPEDetails
P/E Ratio
31.22
High:TWLO
367.05TWLOLow:ZS
-277.86ZSDetails
PEG Ratio
155.88
High:HPE
1,796.86HPELow:TEAM
-246.43TEAMDetails
Price/Book
12.88
High:STX.US
189.77STX.USLow:GIMB.BR
0.83GIMB.BRDetails
Price/Sales
13.33
High:AVGO
27.07AVGOLow:EVC
1.58EVCDetails
Price/CF
25.33
High:RIOT
107.94RIOTLow:EVC
6.05EVCDetails
Price/FCF
58.28
High:NVO
207.17NVOLow:HPE
13.07HPEDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-18.22% | Jun 2026 | - | 1 |
-17.8% | Apr 2024 | Nov 2024 | 7 |
-12.56% | Oct 2025 | May 2026 | 7 |
-9.58% | Feb 2025 | May 2025 | 3 |
-4.96% | Jan 2024 | Feb 2024 | 1 |
-3.1% | Aug 2023 | Oct 2023 | 2 |
-2.67% | Apr 2023 | May 2023 | 1 |