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+0.59%
This Month
-3.79%
Year To Date
+17.01%
2 Years
+19.03%
5 Years
-35.19%
10 Years
-40.54%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies35.69%
- 💵 Cash31.19%
- 📊 ETFs19.76%
- 💰 Finance3.87%
- 🛠️ Producer Manufacturing2.83%
- 🏭 Industrial Services2.35%
- 📈 Indexes2.29%
- 💻 Electronic Technology1.98%
- 🏥 Health Services1.86%
- 💹 Forex1.79%
- 🧬 Health Technology1.58%
- ⚡ Utilities1.11%
- ⛏️ Energy Minerals0.87%
- 💇♀️ Consumer Services0.79%
- 🪨 Non Energy Minerals0.47%
- 🖥️ Technology Services0.28%
- 🍞 Consumer Non Durables0.27%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency35.69%
- 🇺🇸 NYSE22.93%
- 🇺🇸 Nasdaq4.16%
- 🇩🇪 Xetra ETFs3.49%
- 🇮🇹 Borsa Italiana2.78%
- 🇬🇧 LSE2.62%
- 🌍 CFD2.29%
- 🌍 FX1.79%
- 🇭🇰 Hong Kong Exchanges1.38%
- 🇳🇱 Euronext Amsterdam0.65%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States10.1%
- 🇮🇹 Italy2.78%
- 🇯🇵 Japan1.72%
- 🇨🇳 China1.38%
- 🇭🇰 Hong Kong0.82%
- 🇨🇦 Canada0.79%
- 🇳🇱 Netherlands0.65%
Dividends
Dividend Yield
0.15%
18 out of 49 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $AGN.NV (6%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 UNH | 0.04% | 2.55% | $7.74 |
 AGN.NV | 0.04% | 6% | $0.3 |
 QSR | 0.03% | 3.5% | $2.26 |
 SMFG | 0.02% | 2.35% | $0.29 |
 DUK | 0.02% | 3.66% | $4.1 |
 MUFG | 0.02% | 2.47% | $0.23 |
 XOM | 0.02% | 3.37% | $3.76 |
 NEE | 0.01% | 2.78% | $1.97 |
 IP.MI | 0.01% | 0.71% | $0.32 |
 OXY | 0.01% | 2.34% | $0.8 |
 RSG | 0.01% | 1.13% | $2.14 |
 NUE | 0.01% | 1.34% | $2.13 |
 LLY | 0% | 0.61% | $4.86 |
 CPR.MI | 0% | 1.09% | $0.07 |
 DRS | 0% | 1.04% | - |
 NVDA | 0% | -0.02% | $-0.02 |
 01211.HK | -0.02% | -1.47% | $-3.41 |
 SPM.MI | -0.08% | -7.32% | - |
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
32.9
High:
PLTR
429.3PLTRLow:
VSAT
-8.95VSATDetails
PEG Ratio
213.5
High:
IP.MI
1,063.68IP.MILow:
AGN.NV
0.25AGN.NVDetails
Price/Book
7.41
High:PLTR
66.38PLTRLow:
DVA
-15.06DVADetails
Price/Sales
5.24
High:PLTR
121.14PLTRLow:
SPM.MI
0.34SPM.MIDetails
Price/CF
34.86
High:PLTR
258.05PLTRLow:
ACDC
2.92ACDCDetails
Price/FCF
60.14
High:
NUE
5,649.81NUELow:SPM.MI
6.46SPM.MIDetails
P/E Ratio
32.9
High:PLTR
429.3PLTRLow:VSAT
-8.95VSATDetails
PEG Ratio
213.5
High:IP.MI
1,063.68IP.MILow:AGN.NV
0.25AGN.NVDetails
Price/Book
7.41
High:PLTR
66.38PLTRLow:DVA
-15.06DVADetails
Price/Sales
5.24
High:PLTR
121.14PLTRLow:SPM.MI
0.34SPM.MIDetails
Price/CF
34.86
High:PLTR
258.05PLTRLow:ACDC
2.92ACDCDetails
Price/FCF
60.14
High:NUE
5,649.81NUELow:SPM.MI
6.46SPM.MIDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-99.87% | Jun 2014 | - | 139 |