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+0.06%
Today
-1.51%
This Month
-21.72%
Year To Date
+3.29%
2 Years
+3.29%
5 Years
+2.06%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services38.33%
- 💇♀️ Consumer Services16.42%
- 💻 Electronic Technology10.54%
- 🧬 Health Technology7.07%
- 💵 Cash6.47%
- 🍞 Consumer Non Durables4.81%
- 🪙 Cryptocurrencies3.61%
- 🛍️ Retail Trade2.06%
- 🚚 Transportation1.86%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE42.41%
- 🇺🇸 Nasdaq33.87%
- 🇫🇷 Euronext Paris4.81%
- 🌍 Digital Currency3.61%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States76.28%
- 🇫🇷 France4.81%
Dividends
Dividend Yield
0.47%
10 out of 18 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $HPQ (4.84%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 META | Pay Day | Jun 26, 2025 | $0.52 |
 NVDA | Pay Day | Jul 3, 2025 | $0.01 |
 DELL | Ex-Dividend | Jul 22, 2025 | $0.52 |
DELL | Pay Day | Aug 1, 2025 | $0.52 |
 LLY | Ex-Dividend | Aug 15, 2025 | $1.50 |
 MSFT | Ex-Dividend | Aug 21, 2025 | $0.83 |
 HPQ | Ex-Dividend | Sep 10, 2025 | $0.29 |
LLY | Pay Day | Sep 10, 2025 | $1.50 |
MSFT | Pay Day | Sep 11, 2025 | $0.83 |
HPQ | Pay Day | Oct 1, 2025 | $0.29 |
Performance Metrics
Score 2.3/10
Beta
1.35
1.35
0
0.8
1.2
0
2
Sharpe Ratio
0.11
0.11
0
0.5
1
1.5
1.5
Sortino Ratio
0.19
0.19
0
1
2
3
3
Jensen's Alpha
-13.35
-13.35
-14
0
2
4.5
4.5
Omega Ratio
0.79
0.79
0
1
1.5
2.5
2.5
Treynor Ratio
0.22
0.22
0
0.75
1.25
2
2
Information Ratio
-0.32
-0.32
-1
0.3
0.6
1
1
Calmar Ratio
0.1
0.1
0
0.3
0.6
1
1
Beta
1.35
1.35
0
0.8
1.2
0
2
Sharpe Ratio
0.11
0.11
0
0.5
1
1.5
1.5
Sortino Ratio
0.19
0.19
0
1
2
3
3
Jensen's Alpha
-13.35
-13.35
-14
0
2
4.5
4.5
Omega Ratio
0.79
0.79
0
1
1.5
2.5
2.5
Treynor Ratio
0.22
0.22
0
0.75
1.25
2
2
Information Ratio
-0.32
-0.32
-1
0.3
0.6
1
1
Calmar Ratio
0.1
0.1
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
23.87
High:
TOST
184.9TOSTLow:
FWONA
-263.67FWONADetails
PEG Ratio
53.41
High:
MSFT
310.53MSFTLow:
UBER
1.96UBERDetails
Price/Book
8.22
High:
LLY
46.35LLYLow:
DELL
-26.66DELLDetails
Price/Sales
6.47
High:
NVDA
23.89NVDALow:
HPQ
0.42HPQDetails
Price/CF
18.1
High:LLY
79.83LLYLow:
CDI.PA
5.77CDI.PADetails
Price/FCF
35.23
High:LLY
631.92LLYLow:CDI.PA
9.2CDI.PADetails
P/E Ratio
23.87
High:TOST
184.9TOSTLow:FWONA
-263.67FWONADetails
PEG Ratio
53.41
High:MSFT
310.53MSFTLow:UBER
1.96UBERDetails
Price/Book
8.22
High:LLY
46.35LLYLow:DELL
-26.66DELLDetails
Price/Sales
6.47
High:NVDA
23.89NVDALow:HPQ
0.42HPQDetails
Price/CF
18.1
High:LLY
79.83LLYLow:CDI.PA
5.77CDI.PADetails
Price/FCF
35.23
High:LLY
631.92LLYLow:CDI.PA
9.2CDI.PADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-31.3% | Dec 2024 | - | 7 |
-11.14% | Jun 2024 | Oct 2024 | 4 |