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+1.32%
This Month
+28.89%
Year To Date
+69.48%
2 Years
+328.17%
5 Years
+955.8%
10 Years
+58.99%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs30.04%
- 🚗 Consumer Durables22.93%
- 💇♀️ Consumer Services10.89%
- 🚚 Transportation9.96%
- 🍞 Consumer Non Durables9.55%
- 💵 Cash9.16%
- 💻 Electronic Technology5.29%
- 🖥️ Technology Services4.84%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE45.29%
- 🇺🇸 Nasdaq38.67%
- 🇫🇷 Euronext Paris9.55%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States53.92%
- 🇫🇷 France9.55%
Dividends
Dividend Yield
0.26%
1 out of 7 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $BN.PA (2.76%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 BN.PA | 0.26% | 2.76% | $2.1 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 8.9/10
Beta
0.81
0.81
0
0.8
1.2
0
2
Sharpe Ratio
1.21
1.21
0
0.5
1
2
2
Sortino Ratio
4.48
4.48
0
1
2
5
5
Jensen's Alpha
41.14
41.14
-2
0
2
42
42
Omega Ratio
2.32
2.32
0
1
1.5
3
3
Treynor Ratio
4.73
4.73
0
0.75
1.25
5
5
Information Ratio
0.91
0.91
0
0.3
0.6
1
1
Calmar Ratio
2.25
2.25
0
0.3
0.6
3
3
Beta
0.81
0.81
0
0.8
1.2
0
2
Sharpe Ratio
1.21
1.21
0
0.5
1
2
2
Sortino Ratio
4.48
4.48
0
1
2
5
5
Jensen's Alpha
41.14
41.14
-2
0
2
42
42
Omega Ratio
2.32
2.32
0
1
1.5
3
3
Treynor Ratio
4.73
4.73
0
0.75
1.25
5
5
Information Ratio
0.91
0.91
0
0.3
0.6
1
1
Calmar Ratio
2.25
2.25
0
0.3
0.6
3
3
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
179.68
High:
TSLA
259.11TSLALow:
BA
-13.12BADetails
PEG Ratio
17.59
High:
BN.PA
32.72BN.PALow:
UBER
3.07UBERDetails
Price/Book
16.67
High:TSLA
18.66TSLALow:BA
-49.63BADetails
Price/Sales
11.6
High:TSLA
16.98TSLALow:BN.PA
1.83BN.PADetails
Price/CF
56.61
High:
TTWO
434.3TTWOLow:BN.PA
11.62BN.PADetails
Price/FCF
117.78
High:TSLA
200.12TSLALow:
ABNB
19.42ABNBDetails
P/E Ratio
179.68
High:TSLA
259.11TSLALow:BA
-13.12BADetails
PEG Ratio
17.59
High:BN.PA
32.72BN.PALow:UBER
3.07UBERDetails
Price/Book
16.67
High:TSLA
18.66TSLALow:BA
-49.63BADetails
Price/Sales
11.6
High:TSLA
16.98TSLALow:BN.PA
1.83BN.PADetails
Price/CF
56.61
High:TTWO
434.3TTWOLow:BN.PA
11.62BN.PADetails
Price/FCF
117.78
High:TSLA
200.12TSLALow:ABNB
19.42ABNBDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-23.14% | Feb 2021 | Feb 2023 | 24 |
-14.78% | Sep 2020 | Nov 2020 | 2 |
-8.25% | Mar 2024 | Nov 2024 | 8 |
-8.07% | Aug 2023 | Nov 2023 | 3 |
-3.58% | Feb 2025 | Apr 2025 | 2 |
-1.65% | Jan 2024 | Feb 2024 | 1 |
-0.56% | May 2023 | Jun 2023 | 1 |
-0.17% | Jul 2025 | Aug 2025 | 1 |