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+0.07%
This Month
+10.26%
Year To Date
+31.38%
2 Years
+99.44%
5 Years
+99.44%
10 Years
+18.84%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies26.08%
- 💵 Cash21.56%
- 🧩 Miscellaneous11.79%
- 🖥️ Technology Services7.8%
- 💰 Finance6.75%
- 🍞 Consumer Non Durables6.33%
- 💻 Electronic Technology5.01%
- 🚗 Consumer Durables3.66%
- 📊 ETFs3.2%
- 🛍️ Retail Trade2.1%
- 🚚 Transportation1.68%
- ⚡ Utilities1.65%
- 💼 Commercial Services1.55%
- 🛠️ Producer Manufacturing0.85%
- ❓ Other0.36%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency26.08%
- 🇺🇸 Nasdaq17.11%
- 🇺🇸 NYSE13.85%
- 🇩🇪 Xetra ETFs12.89%
- 🇮🇹 Borsa Italiana5.14%
- 🇫🇷 Euronext Paris1.41%
- 🇭🇰 Hong Kong Exchanges1.22%
- 🇬🇧 LSE1.12%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States23.83%
- 🇮🇹 Italy6.32%
- 🇫🇷 France1.41%
- 🇨🇳 China1.22%
- 🇳🇴 Norway1.12%
- 🇬🇧 United Kingdom1.12%
- 🇧🇲 Bermuda0.97%
- 🇮🇪 Ireland0.82%
- 🇮🇱 Israel0.59%
Dividends
Dividend Yield
0.56%
23 out of 38 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $BPE.MI (4.63%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 HER.MI | 0.07% | 4.28% | $0.13 |
 BPE.MI | 0.05% | 4.63% | $0.3 |
 3988.HK | 0.05% | 4.19% | $0.26 |
 OPRA | 0.05% | 4.15% | $0.78 |
 PIA.MI | 0.05% | 4.03% | $0.21 |
 G.MI | 0.05% | 3.66% | $1.28 |
 CL | 0.04% | 2.37% | $1.96 |
 MSI | 0.03% | 1.01% | $3.82 |
 HAS | 0.03% | 3.03% | $2.8 |
 WMG | 0.03% | 2.64% | $0.68 |
 KO | 0.03% | 2.36% | $1.89 |
 BARC.L | 0.02% | 1.73% | $0.08 |
 FDX | 0.01% | 1.73% | $5.16 |
 RACE | 0.01% | 1.02% | $2.64 |
 RYAAY | 0.01% | 1.27% | $0.93 |
 WMT | 0.01% | 0.92% | $0.81 |
 MSFT | 0.01% | 0.73% | $3 |
 MA | 0.01% | 0.58% | $2.46 |
 META | 0.01% | 0.34% | $1 |
 SPGI | 0% | 0.87% | $3.62 |
 GOOG | 0% | 0.25% | $0.2 |
 GEV | 0% | 0.19% | - |
 NVDA | 0% | 0.12% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
WMT | Pay Day | Sep 8, 2026 | $0.25 |
Performance Metrics
Score 6.1/10
Beta
0.88
0.88
0
0.8
1.2
0
2
Sharpe Ratio
0.86
0.86
0
0.5
1
1.5
1.5
Sortino Ratio
1.7
1.7
0
1
2
3
3
Jensen's Alpha
0.56
0.56
-2
0
2
4.5
4.5
Omega Ratio
0.92
0.92
0
1
1.5
2.5
2.5
Treynor Ratio
1.39
1.39
0
0.75
1.25
2
2
Information Ratio
-0.1
-0.1
-1
0.3
0.6
1
1
Calmar Ratio
1.89
1.89
0
0.3
0.6
2
2
Beta
0.88
0.88
0
0.8
1.2
0
2
Sharpe Ratio
0.86
0.86
0
0.5
1
1.5
1.5
Sortino Ratio
1.7
1.7
0
1
2
3
3
Jensen's Alpha
0.56
0.56
-2
0
2
4.5
4.5
Omega Ratio
0.92
0.92
0
1
1.5
2.5
2.5
Treynor Ratio
1.39
1.39
0
0.75
1.25
2
2
Information Ratio
-0.1
-0.1
-1
0.3
0.6
1
1
Calmar Ratio
1.89
1.89
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
26.77
High:
BA
114.28BALow:HAS
-47.55HASDetails
PEG Ratio
255.73
High:MSI
1,343.24MSILow:
ALIBR.PA
4ALIBR.PADetails
Price/Book
7.69
High:CL
509.02CLLow:ALIBR.PA
-5ALIBR.PADetails
Price/Sales
6.03
High:NVDA
20.3NVDALow:ALIBR.PA
0.36ALIBR.PADetails
Price/CF
17.4
High:BA
62.68BALow:
UBI.PA
1.84UBI.PADetails
Price/FCF
42.41
High:
AMZN
325.85AMZNLow:UBI.PA
2.09UBI.PADetails
P/E Ratio
26.77
High:BA
114.28BALow:HAS
-47.55HASDetails
PEG Ratio
255.73
High:MSI
1,343.24MSILow:ALIBR.PA
4ALIBR.PADetails
Price/Book
7.69
High:CL
509.02CLLow:ALIBR.PA
-5ALIBR.PADetails
Price/Sales
6.03
High:NVDA
20.3NVDALow:ALIBR.PA
0.36ALIBR.PADetails
Price/CF
17.4
High:BA
62.68BALow:UBI.PA
1.84UBI.PADetails
Price/FCF
42.41
High:AMZN
325.85AMZNLow:UBI.PA
2.09UBI.PADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-10.2% | Aug 2023 | Feb 2024 | 6 |
-8.1% | Feb 2026 | May 2026 | 3 |
-6.24% | Feb 2025 | May 2025 | 3 |
-6.08% | Jun 2026 | Aug 2026 | 2 |
-5.48% | Dec 2022 | Jan 2023 | 1 |
-5.35% | Feb 2023 | Mar 2023 | 1 |
-4.29% | Apr 2024 | May 2024 | 1 |
-3.85% | Jun 2024 | Aug 2024 | 2 |
-1.98% | Nov 2025 | Jan 2026 | 2 |
-1.53% | Dec 2024 | Jan 2025 | 1 |
-0.65% | Jul 2025 | Aug 2025 | 1 |