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+2.42%
This Month
+14.58%
Year To Date
+68.77%
2 Years
+135.3%
5 Years
+162.71%
10 Years
+14.8%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs45.95%
- 💵 Cash34.16%
- 🪙 Cryptocurrencies12.52%
- 💰 Finance3.85%
- 🖥️ Technology Services3.37%
- 💻 Electronic Technology2.91%
- 🛍️ Retail Trade1.35%
- ⚡ Utilities1.18%
- 🚗 Consumer Durables1.15%
- 💼 Commercial Services0.81%
- 🧬 Health Technology0.28%
- 🛠️ Producer Manufacturing0.07%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE29.34%
- 🇺🇸 Nasdaq16.42%
- 🇺🇸 NYSE13.23%
- 🌍 Digital Currency12.52%
- 🇮🇹 Borsa Italiana1.56%
- 🇪🇸 Bolsa De Madrid0.29%
- 🇩🇰 Copenhagen Stock Exchange0.09%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States12.77%
- 🇮🇹 Italy1.56%
- 🇪🇸 Spain0.29%
- 🇬🇧 United Kingdom0.19%
- 🇩🇰 Denmark0.09%
- 🇮🇱 Israel0.07%
Dividends
Dividend Yield
0.62%
23 out of 41 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $PFE (7.17%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 MCHI | 0.14% | 2.59% | - |
 SPY5.L | 0.13% | 1.05% | - |
 XLU | 0.09% | 2.79% | - |
 ISP.MI | 0.04% | 6.08% | $0.3 |
 IWM | 0.03% | 1.15% | - |
 UCG.MI | 0.03% | 3.56% | $1.8 |
 EEM | 0.03% | 2.45% | - |
 XLV | 0.03% | 1.78% | - |
 XLE | 0.02% | 3.37% | - |
 PFE | 0.01% | 7.17% | $1.66 |
 XLF | 0.01% | 1.38% | - |
 IBE.MC | 0.01% | 3.28% | $0.45 |
 SOXX | 0.01% | 0.69% | - |
 SSE.L | 0.01% | 3.84% | $0.6 |
 MSFT | 0.01% | 0.65% | $3 |
 ED | 0.01% | 3.49% | $3.28 |
 NEE | 0.01% | 3.09% | $1.97 |
 AAPL | 0.01% | 0.43% | $0.97 |
 GOOG | 0% | 0.33% | $0.2 |
 META | 0% | 0.34% | $1 |
 ORA.US | 0% | 0.52% | $0.48 |
 ORSTED.CO | 0% | 0.46% | - |
 NVDA | 0% | 0.02% | $0.02 |
Performance Metrics
Score 6.1/10
Beta
0.78
0.78
0
0.8
1.2
0
2
Sharpe Ratio
0.65
0.65
0
0.5
1
1.5
1.5
Sortino Ratio
1.28
1.28
0
1
2
3
3
Jensen's Alpha
3.65
3.65
-2
0
2
4.5
4.5
Omega Ratio
1.1
1.1
0
1
1.5
2.5
2.5
Treynor Ratio
1.22
1.22
0
0.75
1.25
2
2
Information Ratio
0.11
0.11
0
0.3
0.6
1
1
Calmar Ratio
0.46
0.46
0
0.3
0.6
1
1
Beta
0.78
0.78
0
0.8
1.2
0
2
Sharpe Ratio
0.65
0.65
0
0.5
1
1.5
1.5
Sortino Ratio
1.28
1.28
0
1
2
3
3
Jensen's Alpha
3.65
3.65
-2
0
2
4.5
4.5
Omega Ratio
1.1
1.1
0
1
1.5
2.5
2.5
Treynor Ratio
1.22
1.22
0
0.75
1.25
2
2
Information Ratio
0.11
0.11
0
0.3
0.6
1
1
Calmar Ratio
0.46
0.46
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
32.7
High:
TSLA
229.29TSLALow:
MRNA
-3.13MRNADetails
PEG Ratio
2,810.14
High:
AAPL
24,187.63AAPLLow:
PLUG
-7.25PLUGDetails
Price/Book
7.67
High:AAPL
52.83AAPLLow:MRNA
0.97MRNADetails
Price/Sales
7.45
High:
NVDA
26.4NVDALow:
ORSTED.CO
1.31ORSTED.CODetails
Price/CF
24.69
High:
SEDG
103.23SEDGLow:
UCG.MI
1.86UCG.MIDetails
Price/FCF
55.74
High:
NEE
2,356.18NEELow:
ISP.MI
3.91ISP.MIDetails
P/E Ratio
32.7
High:TSLA
229.29TSLALow:MRNA
-3.13MRNADetails
PEG Ratio
2,810.14
High:AAPL
24,187.63AAPLLow:PLUG
-7.25PLUGDetails
Price/Book
7.67
High:AAPL
52.83AAPLLow:MRNA
0.97MRNADetails
Price/Sales
7.45
High:NVDA
26.4NVDALow:ORSTED.CO
1.31ORSTED.CODetails
Price/CF
24.69
High:SEDG
103.23SEDGLow:UCG.MI
1.86UCG.MIDetails
Price/FCF
55.74
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 |