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+1.97%
This Month
+1.97%
Year To Date
+34.96%
2 Years
+39.38%
5 Years
+39.38%
10 Years
+7.96%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs31.69%
- 🪙 Cryptocurrencies19.78%
- 🧬 Health Technology7.09%
- 🖥️ Technology Services6.29%
- 🍞 Consumer Non Durables5.49%
- 💇♀️ Consumer Services4.4%
- 💻 Electronic Technology4.33%
- 🏥 Health Services3.41%
- 🪨 Non Energy Minerals3.05%
- 💰 Finance2.92%
- 📡 Communications2.52%
- 💵 Cash2.05%
- 🚗 Consumer Durables1.96%
- 🛠️ Producer Manufacturing1.59%
- 🛍️ Retail Trade1.39%
- 🧪 Process Industries0.62%
- 💼 Commercial Services0.61%
- ⚡ Utilities0.41%
- 🏭 Industrial Services0.37%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE45.41%
- 🇺🇸 Nasdaq25.97%
- 🌍 Digital Currency19.78%
- 🇮🇹 Borsa Italiana1.89%
- 🇧🇪 Euronext Brussels1.59%
- 🇳🇱 Euronext Amsterdam1.3%
- 🇩🇪 Xetra ETFs1.24%
- 🇩🇪 FRA0.75%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States32.27%
- 🇳🇱 Netherlands2.26%
- 🇨🇳 China1.86%
- 🇧🇪 Belgium1.59%
- 🇬🇧 United Kingdom1.46%
- 🇮🇪 Ireland1.41%
- 🇮🇹 Italy1.4%
- 🇧🇷 Brazil1.28%
- 🇨🇦 Canada1%
- 🇮🇱 Israel0.87%
- 🇩🇪 Germany0.75%
- 🇨🇭 Switzerland0.29%
Dividends
Dividend Yield
0.55%
25 out of 91 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $VALE (8.49%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 VALE | 0.11% | 8.49% | $1.33 |
 UNH | 0.05% | 2.6% | $7.74 |
 PG | 0.04% | 2.89% | $3.83 |
 STLAM.MI | 0.04% | 8.45% | $1.55 |
 NKE | 0.04% | 2.54% | $1.45 |
 WKL.NV | 0.04% | 2.94% | $2.08 |
 ACN | 0.03% | 2.28% | $4.99 |
 VOD | 0.03% | 3.6% | $0.94 |
 ERIE | 0.03% | 1.94% | $5.01 |
 MAC | 0.02% | 3.69% | $0.68 |
 ARIS.MI | 0.01% | 1.85% | $0.17 |
 JD.US | 0.01% | 3.42% | $0.74 |
 LW | 0.01% | 3.45% | $1.28 |
 IRDM | 0.01% | 2.98% | $0.53 |
 NEE | 0.01% | 2.72% | $1.97 |
 LOTB.BR | 0.01% | 0.59% | - |
 GOLD.US | 0.01% | 1.9% | $0.8 |
 PSM.DE | 0.01% | 1.04% | $0.05 |
 CARR | 0.01% | 1.67% | $0.76 |
 DHR | 0.01% | 0.55% | $1.05 |
 STM.US | 0% | 1.18% | $0.23 |
 VG | 0% | 0.79% | - |
 AAON | 0% | 0.44% | $0.32 |
 CE | 0% | 0.27% | $2.8 |
 PYPL | 0% | 0.25% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.1/10
Beta
1.13
1.13
0
0.8
1.2
0
2
Sharpe Ratio
0.25
0.25
0
0.5
1
1.5
1.5
Sortino Ratio
0.4
0.4
0
1
2
3
3
Jensen's Alpha
-6.94
-6.94
-7
0
2
4.5
4.5
Omega Ratio
0.67
0.67
0
1
1.5
2.5
2.5
Treynor Ratio
0.38
0.38
0
0.75
1.25
2
2
Information Ratio
-0.51
-0.51
-1
0.3
0.6
1
1
Calmar Ratio
0.2
0.2
0
0.3
0.6
1
1
Beta
1.13
1.13
0
0.8
1.2
0
2
Sharpe Ratio
0.25
0.25
0
0.5
1
1.5
1.5
Sortino Ratio
0.4
0.4
0
1
2
3
3
Jensen's Alpha
-6.94
-6.94
-7
0
2
4.5
4.5
Omega Ratio
0.67
0.67
0
1
1.5
2.5
2.5
Treynor Ratio
0.38
0.38
0
0.75
1.25
2
2
Information Ratio
-0.51
-0.51
-1
0.3
0.6
1
1
Calmar Ratio
0.2
0.2
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
26.65
High:
BB
203.72BBLow:
APPN
-284.15APPNDetails
PEG Ratio
177
High:ACN
1,887.5ACNLow:
MNMD
-1,233.69MNMDDetails
Price/Book
3.52
High:
JUVE.MI
75.18JUVE.MILow:APPN
-43.08APPNDetails
Price/Sales
1.42
High:
ATAI
1,868.26ATAILow:MNMD
-MNMDDetails
Price/CF
13.76
High:
DDD
462.65DDDLow:PSM.DE
1.19PSM.DEDetails
Price/FCF
32.56
High:NEE
2,356.18NEELow:PSM.DE
1.48PSM.DEDetails
P/E Ratio
26.65
High:BB
203.72BBLow:APPN
-284.15APPNDetails
PEG Ratio
177
High:ACN
1,887.5ACNLow:MNMD
-1,233.69MNMDDetails
Price/Book
3.52
High:JUVE.MI
75.18JUVE.MILow:APPN
-43.08APPNDetails
Price/Sales
1.42
High:ATAI
1,868.26ATAILow:MNMD
-MNMDDetails
Price/CF
13.76
High:DDD
462.65DDDLow:PSM.DE
1.19PSM.DEDetails
Price/FCF
32.56
High:NEE
2,356.18NEELow:PSM.DE
1.48PSM.DEDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-32.88% | Nov 2021 | Mar 2024 | 28 |
-14.28% | Dec 2024 | Sep 2025 | 9 |
-9.95% | Oct 2025 | - | 4 |
-8.73% | May 2021 | Aug 2021 | 3 |
-6.67% | Apr 2024 | Jun 2024 | 2 |
-6.41% | Sep 2021 | Oct 2021 | 1 |
-0.21% | Oct 2024 | Nov 2024 | 1 |