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0%
Today
-5.87%
This Month
-14.27%
Year To Date
+45.43%
2 Years
+40.51%
5 Years
+3.61%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- ๐ฅ๏ธ Technology Services33.29%
- ๐ ETFs29.31%
- ๐ป Electronic Technology13.74%
- ๐๏ธ Retail Trade8.04%
- ๐ต Cash3.29%
- ๐ Consumer Durables3.2%
- ๐ Consumer Non Durables2.75%
- โก Utilities1.36%
- ๐ ๏ธ Producer Manufacturing1.13%
- ๐ผ Commercial Services1.05%
- ๐งฌ Health Technology1.01%
- ๐งช Process Industries0.7%
- ๐ฐ Finance0.63%
- ๐โโ๏ธ Consumer Services0.45%
Exchanges Breakdown
- Exchange
- Total
- ๐บ๐ธ Nasdaq62.73%
- ๐บ๐ธ NYSE27.8%
- ๐ซ๐ท Euronext Paris2.75%
- ๐ฌ๐ง LSE1.81%
- ๐จ๐ญ SIX1.13%
- ๐ฉ๐ช FRA0.44%
Countries Breakdown
- Country
- Total
- ๐บ๐ธ United States57.41%
- ๐ซ๐ท France2.75%
- ๐จ๐ฆ Canada2.19%
- ๐จ๐ณ China1.82%
- ๐น๐ผ Taiwan1.61%
- ๐จ๐ญ Switzerland1.13%
- ๐ฉ๐ช Germany0.44%
Dividends
Dividend Yield
0.84%
20 out of 35 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $F (7.79%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 SPY | 0.16% | 1.28% | - |
 MC.PA | 0.07% | 2.68% | $13 |
 F | 0.07% | 7.79% | $0.78 |
 MSFT | 0.07% | 0.88% | $3 |
 ISF.L | 0.06% | 3.52% | - |
 VTI | 0.06% | 1.36% | - |
 QQQ | 0.06% | 0.64% | - |
 EVRG | 0.05% | 3.83% | $2.54 |
 GOOG | 0.04% | 0.52% | $0.2 |
 MRK | 0.04% | 4.05% | $3.04 |
 BMW.DE | 0.03% | 6.11% | $6 |
 ABBN.ZU | 0.02% | 2.14% | $0.87 |
 TSM | 0.02% | 1.35% | $1.74 |
 ALB | 0.02% | 3.05% | $1.6 |
 META | 0.02% | 0.4% | $1 |
 BABA | 0.02% | 0.9% | $0.98 |
 CRM | 0.01% | 0.65% | $0.4 |
 TNA | 0% | 1.59% | - |
 NVDA | 0% | 0.04% | $0.02 |
 TAN | 0% | 0.54% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
MC.PA | Ex-Dividend | Apr 24, 2025 | $8.54 |
CRM | Pay Day | Apr 24, 2025 | $0.42 |
QQQ | Pay Day | Apr 24, 2025 | $- |
MC.PA | Pay Day | Apr 28, 2025 | $8.54 |
MSFT | Ex-Dividend | May 15, 2025 | $0.83 |
MSFT | Pay Day | Jun 12, 2025 | $0.83 |
TSM | Ex-Dividend | Jun 12, 2025 | $0.68 |
TNA | Pay Day | Jul 2, 2025 | $- |
TSM | Pay Day | Jul 10, 2025 | $0.68 |
TAN | Pay Day | Dec 27, 2025 | $- |
Performance Metrics
Score 3.1/10
Beta
0.98
0.98
0
0.8
1.2
0
2
Sharpe Ratio
0.2
0.2
0
0.5
1
1.5
1.5
Sortino Ratio
0.3
0.3
0
1
2
3
3
Jensen's Alpha
-4.61
-4.61
-5
0
2
4.5
4.5
Omega Ratio
0.82
0.82
0
1
1.5
2.5
2.5
Treynor Ratio
0.42
0.42
0
0.75
1.25
2
2
Information Ratio
-0.26
-0.26
-1
0.3
0.6
1
1
Calmar Ratio
0.09
0.09
0
0.3
0.6
1
1
Beta
0.98
0.98
0
0.8
1.2
0
2
Sharpe Ratio
0.2
0.2
0
0.5
1
1.5
1.5
Sortino Ratio
0.3
0.3
0
1
2
3
3
Jensen's Alpha
-4.61
-4.61
-5
0
2
4.5
4.5
Omega Ratio
0.82
0.82
0
1
1.5
2.5
2.5
Treynor Ratio
0.42
0.42
0
0.75
1.25
2
2
Information Ratio
-0.26
-0.26
-1
0.3
0.6
1
1
Calmar Ratio
0.09
0.09
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
27.16
High:
TSLA
118.42TSLALow:
CRWD
-4,477CRWDDetails
PEG Ratio
83.73
High:
ABBN.ZU
617.63ABBN.ZULow:
NET
-802.22NETDetails
Price/Book
7.92
High:NET
35.57NETLow:
CSIQ
0.17CSIQDetails
Price/Sales
6.39
High:CRWD
23.46CRWDLow:CSIQ
0.09CSIQDetails
Price/CF
24.37
High:NET
97.92NETLow:
F
2.58FDetails
Price/FCF
50.93
High:TSLA
396.62TSLALow:F
11FDetails
P/E Ratio
27.16
High:TSLA
118.42TSLALow:CRWD
-4,477CRWDDetails
PEG Ratio
83.73
High:ABBN.ZU
617.63ABBN.ZULow:NET
-802.22NETDetails
Price/Book
7.92
High:NET
35.57NETLow:CSIQ
0.17CSIQDetails
Price/Sales
6.39
High:CRWD
23.46CRWDLow:CSIQ
0.09CSIQDetails
Price/CF
24.37
High:NET
97.92NETLow:F
2.58FDetails
Price/FCF
50.93
High:TSLA
396.62TSLALow:F
11FDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-49.79% | Feb 2018 | Nov 2024 | 81 |
-17.29% | Feb 2025 | - | 3 |
-8.98% | Jul 2017 | Aug 2017 | 1 |
-2.05% | Sep 2017 | Oct 2017 | 1 |
-0.27% | Dec 2024 | Jan 2025 | 1 |