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+0.55%
This Month
+15.42%
Year To Date
+66.6%
2 Years
+88.3%
5 Years
+162.75%
10 Years
+17.21%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies24.52%
- 📊 ETFs17.98%
- 💻 Electronic Technology15.01%
- 🖥️ Technology Services9.48%
- 🛍️ Retail Trade8.6%
- 🚗 Consumer Durables4.63%
- 💵 Cash4.02%
- 🍞 Consumer Non Durables3.85%
- 💇♀️ Consumer Services3.43%
- 🚚 Transportation2.8%
- 🪨 Non Energy Minerals2.13%
- 💰 Finance1.82%
- ⚡ Utilities1.74%
- 👥 Copy Trading1.08%
- 🧬 Health Technology0.54%
- 💼 Commercial Services0.17%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq38.54%
- 🇺🇸 NYSE27.14%
- 🌍 Digital Currency24.52%
- 🇬🇧 LSE2.99%
- 🇮🇹 Borsa Italiana1.37%
- 🇫🇷 Euronext Paris1.07%
- 🇳🇱 Euronext Amsterdam0.84%
- 🇩🇪 FRA0.74%
- 🇭🇰 Hong Kong Exchanges0.47%
- 🇸🇪 Stockholm Stock Exchange0.08%
- 🇩🇰 Copenhagen Stock Exchange0.02%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States42.29%
- 🇨🇳 China3.18%
- 🇨🇦 Canada2.38%
- 🇺🇾 Uruguay1.69%
- 🇬🇧 United Kingdom1.24%
- 🇫🇷 France1.07%
- 🇳🇱 Netherlands1.02%
- 🇮🇹 Italy0.89%
- 🇩🇪 Germany0.72%
- 🇧🇪 Belgium0.3%
- 🇮🇱 Israel0.14%
- 🇸🇪 Sweden0.08%
- 🇭🇰 Hong Kong0.08%
- 🇧🇷 Brazil0.08%
- 🇩🇰 Denmark0.02%
- 🇦🇹 Austria0.01%
- 🇨🇭 Switzerland0%
Dividends
Dividend Yield
0.42%
30 out of 66 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $ENGI.PA (6.91%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 ENGI.PA | 0.06% | 6.91% | $1.43 |
 ENEL.MI | 0.05% | 5.55% | $0.43 |
 STLAM.MI | 0.03% | 6.52% | $1.55 |
 B | 0.03% | 1.28% | $0.4 |
 Aguero1010 | 0.03% | 2.47% | - |
 RL | 0.02% | 0.94% | $3.08 |
 EDU | 0.02% | 1.1% | - |
 AAPL | 0.02% | 0.37% | $0.97 |
 DAL | 0.02% | 1.01% | $0.3 |
 NKE | 0.02% | 2.44% | $1.45 |
 ULVR.L | 0.02% | 3.49% | $1.47 |
 VIPS | 0.01% | 2.29% | $0.41 |
 TXN | 0.01% | 3.01% | $5.14 |
 AMUN.PA | 0.01% | 6.27% | $4.1 |
 ORCL | 0.01% | 0.87% | $1.6 |
 GOOG | 0.01% | 0.26% | $0.2 |
 EZJ.L | 0.01% | 2.7% | $0.05 |
 EBAY | 0.01% | 1.41% | $1.04 |
 COST | 0.01% | 0.57% | $19.22 |
 MA | 0.01% | 0.56% | $2.46 |
 DIS | 0.01% | 0.95% | $0.75 |
 JD.L | 0% | 1.21% | $0.01 |
 CRM | 0% | 0.64% | $0.4 |
 BABA | 0% | 0.65% | $0.98 |
 META | 0% | 0.31% | $1 |
 GM | 0% | 0.75% | $0.42 |
 NVDA | 0% | 0.02% | $0.02 |
 MRVL | 0% | 0.24% | $0.24 |
 TECH | 0% | 0.52% | $0.32 |
 PYPL | 0% | 0.22% | - |
Performance Metrics
Score 6.2/10
Beta
1.06
1.06
0
0.8
1.2
0
2
Sharpe Ratio
0.69
0.69
0
0.5
1
1.5
1.5
Sortino Ratio
1.12
1.12
0
1
2
3
3
Jensen's Alpha
3.38
3.38
-2
0
2
4.5
4.5
Omega Ratio
1.22
1.22
0
1
1.5
2.5
2.5
Treynor Ratio
1.27
1.27
0
0.75
1.25
2
2
Information Ratio
0.27
0.27
0
0.3
0.6
1
1
Calmar Ratio
0.41
0.41
0
0.3
0.6
1
1
Beta
1.06
1.06
0
0.8
1.2
0
2
Sharpe Ratio
0.69
0.69
0
0.5
1
1.5
1.5
Sortino Ratio
1.12
1.12
0
1
2
3
3
Jensen's Alpha
3.38
3.38
-2
0
2
4.5
4.5
Omega Ratio
1.22
1.22
0
1
1.5
2.5
2.5
Treynor Ratio
1.27
1.27
0
0.75
1.25
2
2
Information Ratio
0.27
0.27
0
0.3
0.6
1
1
Calmar Ratio
0.41
0.41
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
40.39
High:
TSLA
304.02TSLALow:
NET
-675.69NETDetails
PEG Ratio
155.01
High:
TXN
2,015.98TXNLow:
NTLA
-10.39NTLADetails
Price/Book
18.47
High:
FTNT
87.84FTNTLow:
HLF
-2.06HLFDetails
Price/Sales
10.45
High:NET
34.86NETLow:
03333.HK
0.0103333.HKDetails
Price/CF
33.11
High:
ENGI.PA
216.75ENGI.PALow:03333.HK
1.7403333.HKDetails
Price/FCF
57.8
High:TXN
4,155.74TXNLow:
GLPG.NV
3.64GLPG.NVDetails
P/E Ratio
40.39
High:TSLA
304.02TSLALow:NET
-675.69NETDetails
PEG Ratio
155.01
High:TXN
2,015.98TXNLow:NTLA
-10.39NTLADetails
Price/Book
18.47
High:FTNT
87.84FTNTLow:HLF
-2.06HLFDetails
Price/Sales
10.45
High:NET
34.86NETLow:03333.HK
0.0103333.HKDetails
Price/CF
33.11
High:ENGI.PA
216.75ENGI.PALow:03333.HK
1.7403333.HKDetails
Price/FCF
57.8
High:TXN
4,155.74TXNLow:GLPG.NV
3.64GLPG.NVDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-42.45% | Nov 2021 | Mar 2024 | 28 |
-13.96% | Feb 2025 | Jun 2025 | 4 |
-13.31% | May 2021 | Oct 2021 | 5 |
-10.89% | Jan 2020 | May 2020 | 4 |
-6.75% | Apr 2024 | May 2024 | 1 |
-5.56% | Nov 2025 | - | 2 |
-2.45% | Sep 2020 | Nov 2020 | 2 |
-2.14% | Jun 2024 | Sep 2024 | 3 |
-1.22% | Dec 2024 | Jan 2025 | 1 |