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+1.94%
Today
+1.57%
This Month
+4.26%
Year To Date
+28.01%
2 Years
+165.98%
5 Years
-41.53%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies35.49%
- 💵 Cash35.21%
- 📊 ETFs12.27%
- 💹 Forex6.66%
- 📈 Indexes4.33%
- 💰 Finance4.17%
- 🛠️ Producer Manufacturing2.77%
- 💻 Electronic Technology1.78%
- 🧬 Health Technology1.64%
- 🏭 Industrial Services1.41%
- 🖥️ Technology Services1.26%
- 🍞 Consumer Non Durables1.08%
- 🏥 Health Services0.94%
- ⚡ Utilities0.63%
- 🛍️ Retail Trade0.61%
- 🧪 Process Industries0.47%
- 🚗 Consumer Durables0.44%
- 💼 Commercial Services0.38%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency35.49%
- 🇺🇸 NYSE15.36%
- 🌍 FX6.66%
- 🇺🇸 Nasdaq5.6%
- 🌍 CFD4.33%
- 🇮🇹 Borsa Italiana3.78%
- 🇬🇧 LSE2.25%
- 🇺🇸 Chicago Board Options Exchange1.78%
- 🇭🇰 Hong Kong Exchanges0.76%
- 🇳🇱 Euronext Amsterdam0.32%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States10.79%
- 🇮🇹 Italy3.78%
- 🇯🇵 Japan1.22%
- 🇨🇳 China0.76%
- 🇨🇭 Switzerland0.47%
- 🇳🇱 Netherlands0.32%
- 🇮🇱 Israel0.24%
Dividends
Dividend Yield
0.32%
21 out of 61 instruments pay dividend.
6 dividend payments in the next 30 days.
Highest Dividend: $SPM.MI (7.35%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 SPM.MI | 0.07% | 7.35% | - |
 ISP.MI | 0.04% | 6.81% | $0.3 |
 EWJ | 0.04% | 2.12% | - |
 AMCR | 0.03% | 5.59% | $0.5 |
 AGN.NV | 0.02% | 5.53% | $0.3 |
 SMFG | 0.01% | 2.18% | $0.29 |
 CPR.MI | 0.01% | 1.15% | $0.07 |
 NEE | 0.01% | 3.01% | $1.97 |
 LHX | 0.01% | 1.94% | $4.6 |
 PAYX | 0.01% | 2.52% | $3.65 |
 MUFG | 0.01% | 1.71% | $0.23 |
 DUK | 0.01% | 3.63% | $4.1 |
 CAT | 0.01% | 1.6% | $5.31 |
 01211.HK | 0.01% | 1.06% | $3.41 |
 IP.MI | 0.01% | 0.94% | $0.32 |
 MMM | 0.01% | 1.96% | $5.21 |
 PRY.MI | 0.01% | 1.37% | $0.7 |
 RSG | 0% | 0.92% | $2.14 |
 LLY | 0% | 0.73% | $4.86 |
 DRS | 0% | 0.41% | - |
 AAPL | 0% | 0.49% | $0.97 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
LLY | Pay Day | Jun 10, 2025 | $1.50 |
AMCR | Pay Day | Jun 10, 2025 | $0.13 |
MMM | Pay Day | Jun 12, 2025 | $0.73 |
DUK | Pay Day | Jun 16, 2025 | $1.04 |
NEE | Pay Day | Jun 16, 2025 | $0.57 |
AGN.NV | Ex-Dividend | Jun 16, 2025 | $0.20 |
LHX | Pay Day | Jun 18, 2025 | $1.20 |
RSG | Ex-Dividend | Jul 2, 2025 | $0.58 |
AGN.NV | Pay Day | Jul 7, 2025 | $0.20 |
RSG | Pay Day | Jul 15, 2025 | $0.58 |
EWJ | Pay Day | Dec 20, 2025 | $1.06 |
Performance Metrics
Score 2.3/10
Beta
1.3
1.3
0
0.8
1.2
0
2
Sharpe Ratio
-0.28
-0.28
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.36
-0.36
-1
1
2
3
3
Jensen's Alpha
-27.15
-27.15
-28
0
2
4.5
4.5
Omega Ratio
0.61
0.61
0
1
1.5
2.5
2.5
Treynor Ratio
-1.19
-1.19
-2
0.75
1.25
2
2
Information Ratio
-0.45
-0.45
-1
0.3
0.6
1
1
Calmar Ratio
-0.41
-0.41
-1
0.3
0.6
1
1
Beta
1.3
1.3
0
0.8
1.2
0
2
Sharpe Ratio
-0.28
-0.28
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.36
-0.36
-1
1
2
3
3
Jensen's Alpha
-27.15
-27.15
-28
0
2
4.5
4.5
Omega Ratio
0.61
0.61
0
1
1.5
2.5
2.5
Treynor Ratio
-1.19
-1.19
-2
0.75
1.25
2
2
Information Ratio
-0.45
-0.45
-1
0.3
0.6
1
1
Calmar Ratio
-0.41
-0.41
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
22.63
High:
TSLA
156.57TSLALow:
INVA
-21.26INVADetails
PEG Ratio
101.8
High:
CORT
508.6CORTLow:
BNGO
-0.07BNGODetails
Price/Book
3.76
High:
LLY
46.05LLYLow:
DVA
-39.85DVADetails
Price/Sales
3.72
High:
HOOD
20.11HOODLow:BNGO
0.35BNGODetails
Price/CF
24.02
High:HOOD
92.21HOODLow:
ISP.MI
3.47ISP.MIDetails
Price/FCF
57.08
High:
NEE
2,356.18NEELow:ISP.MI
3.91ISP.MIDetails
P/E Ratio
22.63
High:TSLA
156.57TSLALow:INVA
-21.26INVADetails
PEG Ratio
101.8
High:CORT
508.6CORTLow:BNGO
-0.07BNGODetails
Price/Book
3.76
High:LLY
46.05LLYLow:DVA
-39.85DVADetails
Price/Sales
3.72
High:HOOD
20.11HOODLow:BNGO
0.35BNGODetails
Price/CF
24.02
High:HOOD
92.21HOODLow:ISP.MI
3.47ISP.MIDetails
Price/FCF
57.08
High:NEE
2,356.18NEELow:ISP.MI
3.91ISP.MIDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-99.87% | Jun 2014 | - | 133 |