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+0.41%
Today
+5.78%
This Month
+10.6%
Year To Date
+53.63%
2 Years
+133.87%
5 Years
+14.46%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs53.51%
- 💵 Cash23.07%
- 🪙 Cryptocurrencies12.86%
- 💰 Finance3.71%
- 🖥️ Technology Services3.49%
- 💻 Electronic Technology2.85%
- 🛍️ Retail Trade1.4%
- ⚡ Utilities1.34%
- 🚗 Consumer Durables0.96%
- 💼 Commercial Services0.94%
- 🧬 Health Technology0.32%
- 🛠️ Producer Manufacturing0.07%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE30.89%
- 🇺🇸 NYSE19.68%
- 🇺🇸 Nasdaq16.17%
- 🌍 Digital Currency12.86%
- 🇮🇹 Borsa Italiana1.4%
- 🇪🇸 Bolsa De Madrid0.3%
- 🇩🇰 Copenhagen Stock Exchange0.14%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States12.93%
- 🇮🇹 Italy1.4%
- 🇪🇸 Spain0.3%
- 🇬🇧 United Kingdom0.24%
- 🇩🇰 Denmark0.14%
- 🇮🇱 Israel0.07%
Dividends
Dividend Yield
0.88%
25 out of 43 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $ISP.MI (6.94%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 ILTB | 0.17% | 4.97% | - |
 SPY5.L | 0.14% | 1.05% | - |
 MCHI | 0.1% | 2.04% | - |
 HDV | 0.1% | 3.5% | - |
 XLU | 0.09% | 2.78% | - |
 ISP.MI | 0.04% | 6.94% | $0.3 |
 UCG.MI | 0.04% | 4.13% | $1.8 |
 IWM | 0.03% | 1.2% | - |
 EEM | 0.03% | 2.23% | - |
 XLV | 0.03% | 1.76% | - |
 XLE | 0.02% | 3.5% | - |
 PFE | 0.01% | 6.84% | $1.66 |
 XLF | 0.01% | 1.4% | - |
 IBE.MC | 0.01% | 3.26% | $0.45 |
 SOXX | 0.01% | 0.72% | - |
 MSFT | 0.01% | 0.66% | $3 |
 SSE.L | 0.01% | 3.27% | $0.6 |
 ED | 0.01% | 3.27% | $3.28 |
 GOOG | 0.01% | 0.42% | $0.2 |
 NEE | 0.01% | 2.8% | $1.97 |
 AAPL | 0.01% | 0.47% | $0.97 |
 META | 0% | 0.29% | $1 |
 ORA.US | 0% | 0.53% | $0.48 |
 ORSTED.CO | 0% | 0.46% | - |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Performance Metrics
Score 6/10
Beta
0.78
0.78
0
0.8
1.2
0
2
Sharpe Ratio
0.61
0.61
0
0.5
1
1.5
1.5
Sortino Ratio
1.19
1.19
0
1
2
3
3
Jensen's Alpha
3.32
3.32
-2
0
2
4.5
4.5
Omega Ratio
1.08
1.08
0
1
1.5
2.5
2.5
Treynor Ratio
1.15
1.15
0
0.75
1.25
2
2
Information Ratio
0.09
0.09
0
0.3
0.6
1
1
Calmar Ratio
0.43
0.43
0
0.3
0.6
1
1
Beta
0.78
0.78
0
0.8
1.2
0
2
Sharpe Ratio
0.61
0.61
0
0.5
1
1.5
1.5
Sortino Ratio
1.19
1.19
0
1
2
3
3
Jensen's Alpha
3.32
3.32
-2
0
2
4.5
4.5
Omega Ratio
1.08
1.08
0
1
1.5
2.5
2.5
Treynor Ratio
1.15
1.15
0
0.75
1.25
2
2
Information Ratio
0.09
0.09
0
0.3
0.6
1
1
Calmar Ratio
0.43
0.43
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
30.2
High:
TSLA
180.65TSLALow:
MRNA
-3.55MRNADetails
PEG Ratio
113.59
High:
ED
481.78EDLow:
PLUG
-16.2PLUGDetails
Price/Book
7.41
High:
NVDA
49.85NVDALow:PLUG
0.96PLUGDetails
Price/Sales
7.08
High:NVDA
28.4NVDALow:
ISP.MI
1.75ISP.MIDetails
Price/CF
21.79
High:
SEDG
103.23SEDGLow:
UCG.MI
1.86UCG.MIDetails
Price/FCF
44.79
High:
NEE
2,356.18NEELow:ISP.MI
3.91ISP.MIDetails
P/E Ratio
30.2
High:TSLA
180.65TSLALow:MRNA
-3.55MRNADetails
PEG Ratio
113.59
High:ED
481.78EDLow:PLUG
-16.2PLUGDetails
Price/Book
7.41
High:NVDA
49.85NVDALow:PLUG
0.96PLUGDetails
Price/Sales
7.08
High:NVDA
28.4NVDALow:ISP.MI
1.75ISP.MIDetails
Price/CF
21.79
High:SEDG
103.23SEDGLow:UCG.MI
1.86UCG.MIDetails
Price/FCF
44.79
High:NEE
2,356.18NEELow:ISP.MI
3.91ISP.MIDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-28.73% | Nov 2021 | Mar 2024 | 28 |
-15.59% | Mar 2018 | Jun 2020 | 27 |
-8.92% | Dec 2024 | Jun 2025 | 6 |
-5.22% | Apr 2024 | May 2024 | 1 |
-4.26% | Sep 2020 | Nov 2020 | 2 |
-3.21% | May 2021 | Aug 2021 | 3 |
-1.47% | Sep 2021 | Oct 2021 | 1 |
-0.85% | Aug 2024 | Sep 2024 | 1 |
-0.6% | Jun 2024 | Jul 2024 | 1 |
-0.24% | Mar 2021 | Apr 2021 | 1 |