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+0.91%
This Month
-3.49%
Year To Date
+17.38%
2 Years
+19.41%
5 Years
-34.98%
10 Years
-40.53%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies36.47%
- 💵 Cash34.55%
- 📊 ETFs19.34%
- 💰 Finance3.88%
- 🛠️ Producer Manufacturing2.77%
- 🏭 Industrial Services2.32%
- 💻 Electronic Technology2.29%
- 🏥 Health Services1.8%
- 🧬 Health Technology1.57%
- ⚡ Utilities1.13%
- 📈 Indexes1.11%
- ⛏️ Energy Minerals0.87%
- 💹 Forex0.83%
- 🪨 Non Energy Minerals0.46%
- 🖥️ Technology Services0.3%
- 🍞 Consumer Non Durables0.26%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency36.47%
- 🇺🇸 NYSE21.53%
- 🇺🇸 Nasdaq3.99%
- 🇩🇪 Xetra ETFs3.67%
- 🇮🇹 Borsa Italiana2.67%
- 🇬🇧 LSE2.59%
- 🇭🇰 Hong Kong Exchanges1.86%
- 🌍 CFD1.11%
- 🌍 FX0.83%
- 🇳🇱 Euronext Amsterdam0.69%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States9.92%
- 🇮🇹 Italy2.67%
- 🇨🇳 China1.86%
- 🇯🇵 Japan1.7%
- 🇭🇰 Hong Kong0.82%
- 🇳🇱 Netherlands0.69%
Dividends
Dividend Yield
0.13%
18 out of 48 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $AGN.NV (5.6%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 UNH | 0.04% | 2.62% | $7.74 |
 AGN.NV | 0.04% | 5.6% | $0.3 |
 SMFG | 0.02% | 2.39% | $0.29 |
 DUK | 0.02% | 3.58% | $4.1 |
 MUFG | 0.02% | 2.66% | $0.23 |
 XOM | 0.02% | 3.42% | $3.76 |
 NEE | 0.01% | 2.72% | $1.97 |
 IP.MI | 0.01% | 0.73% | $0.32 |
 00763.HK | 0.01% | 2.07% | $0.74 |
 OXY | 0.01% | 2.26% | $0.8 |
 RSG | 0.01% | 1.13% | $2.14 |
 NUE | 0.01% | 1.37% | $2.13 |
 LLY | 0% | 0.59% | $4.86 |
 CPR.MI | 0% | 1.13% | $0.07 |
 DRS | 0% | 1.05% | - |
 NVDA | 0% | -0.02% | $-0.02 |
 01211.HK | -0.02% | -1.45% | $-3.41 |
 SPM.MI | -0.07% | -7.06% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
DUK | Pay Day | Dec 16, 2025 | $1.06 |
Performance Metrics
Score 2.5/10
Beta
1.11
1.11
0
0.8
1.2
0
2
Sharpe Ratio
-0.01
-0.01
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.02
-0.02
-1
1
2
3
3
Jensen's Alpha
-12.33
-12.33
-13
0
2
4.5
4.5
Omega Ratio
0.72
0.72
0
1
1.5
2.5
2.5
Treynor Ratio
-0.03
-0.03
-1
0.75
1.25
2
2
Information Ratio
-0.39
-0.39
-1
0.3
0.6
1
1
Calmar Ratio
-0.05
-0.05
-1
0.3
0.6
1
1
Beta
1.11
1.11
0
0.8
1.2
0
2
Sharpe Ratio
-0.01
-0.01
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.02
-0.02
-1
1
2
3
3
Jensen's Alpha
-12.33
-12.33
-13
0
2
4.5
4.5
Omega Ratio
0.72
0.72
0
1
1.5
2.5
2.5
Treynor Ratio
-0.03
-0.03
-1
0.75
1.25
2
2
Information Ratio
-0.39
-0.39
-1
0.3
0.6
1
1
Calmar Ratio
-0.05
-0.05
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
33.38
High:
PLTR
416.09PLTRLow:
VSAT
-8.78VSATDetails
PEG Ratio
210.4
High:
IP.MI
1,043.26IP.MILow:
AGN.NV
0.27AGN.NVDetails
Price/Book
7.21
High:PLTR
64.34PLTRLow:
DVA
-14.56DVADetails
Price/Sales
5.15
High:PLTR
117.41PLTRLow:
SPM.MI
0.35SPM.MIDetails
Price/CF
34.5
High:PLTR
258.05PLTRLow:
ACDC
2.92ACDCDetails
Price/FCF
60.25
High:
NUE
5,649.81NUELow:SPM.MI
6.46SPM.MIDetails
P/E Ratio
33.38
High:PLTR
416.09PLTRLow:VSAT
-8.78VSATDetails
PEG Ratio
210.4
High:IP.MI
1,043.26IP.MILow:AGN.NV
0.27AGN.NVDetails
Price/Book
7.21
High:PLTR
64.34PLTRLow:DVA
-14.56DVADetails
Price/Sales
5.15
High:PLTR
117.41PLTRLow:SPM.MI
0.35SPM.MIDetails
Price/CF
34.5
High:PLTR
258.05PLTRLow:ACDC
2.92ACDCDetails
Price/FCF
60.25
High:NUE
5,649.81NUELow:SPM.MI
6.46SPM.MIDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-99.87% | Jun 2014 | - | 139 |