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-1.31%
This Month
+10.56%
Year To Date
+74.39%
2 Years
+42.8%
5 Years
+42.8%
10 Years
+9.12%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash31.02%
- 🖥️ Technology Services16.23%
- 💻 Electronic Technology15.9%
- 🪙 Cryptocurrencies11.89%
- 🍞 Consumer Non Durables6.39%
- ⛏️ Energy Minerals4.75%
- 💰 Finance3.69%
- 🧬 Health Technology3.42%
- 📊 ETFs1.72%
- 🏥 Health Services1.68%
- 🏭 Industrial Services1.56%
- 🚗 Consumer Durables1.54%
- 💇♀️ Consumer Services1.5%
- 🛍️ Retail Trade1.47%
- 💼 Commercial Services1.16%
- 🪨 Non Energy Minerals0.1%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq31.58%
- 🇺🇸 NYSE22.44%
- 🌍 Digital Currency11.89%
- 🇮🇹 Borsa Italiana7%
- 🇬🇧 LSE0.1%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States48.39%
- 🇮🇹 Italy8.54%
- 🇮🇱 Israel1.01%
- 🇧🇲 Bermuda0.69%
- 🇨🇦 Canada0.66%
- 🇨🇭 Switzerland0.1%
Dividends
Dividend Yield
0.38%
17 out of 52 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $SIRI (4.99%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 OXY | 0.11% | 2.3% | $0.8 |
 CPR.MI | 0.06% | 1.11% | $0.07 |
 SIRI | 0.04% | 4.99% | $0.1 |
 SWKS | 0.03% | 3.69% | $2.72 |
 GILD | 0.02% | 2.55% | $3.04 |
 DLB | 0.02% | 1.92% | $1.17 |
 MONC.MI | 0.02% | 2.46% | $1.15 |
 MSFT | 0.02% | 0.66% | $3 |
 RACE | 0.01% | 0.88% | $2.64 |
 QCOM | 0.01% | 2.09% | $3.25 |
 GLW | 0.01% | 1.31% | $1.12 |
 DIS | 0.01% | 0.89% | $0.75 |
 META | 0.01% | 0.35% | $1 |
 INTC | 0.01% | 0.33% | $0.5 |
 AAPL | 0% | 0.39% | $0.97 |
 MU | 0% | 0.22% | $0.46 |
 NVDA | 0% | 0.02% | $0.02 |
Performance Metrics
Score 3.3/10
Beta
1.27
1.27
0
0.8
1.2
0
2
Sharpe Ratio
0.33
0.33
0
0.5
1
1.5
1.5
Sortino Ratio
0.5
0.5
0
1
2
3
3
Jensen's Alpha
-3.24
-3.24
-4
0
2
4.5
4.5
Omega Ratio
0.95
0.95
0
1
1.5
2.5
2.5
Treynor Ratio
0.51
0.51
0
0.75
1.25
2
2
Information Ratio
-0.07
-0.07
-1
0.3
0.6
1
1
Calmar Ratio
0.19
0.19
0
0.3
0.6
1
1
Beta
1.27
1.27
0
0.8
1.2
0
2
Sharpe Ratio
0.33
0.33
0
0.5
1
1.5
1.5
Sortino Ratio
0.5
0.5
0
1
2
3
3
Jensen's Alpha
-3.24
-3.24
-4
0
2
4.5
4.5
Omega Ratio
0.95
0.95
0
1
1.5
2.5
2.5
Treynor Ratio
0.51
0.51
0
0.75
1.25
2
2
Information Ratio
-0.07
-0.07
-1
0.3
0.6
1
1
Calmar Ratio
0.19
0.19
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
43.37
High:
AMD
138.47AMDLow:
ZS
-1,140.57ZSDetails
PEG Ratio
488.74
High:
AAPL
27,104.01AAPLLow:ZS
-3,674.95ZSDetails
Price/Book
13.63
High:AAPL
59.18AAPLLow:
DVA
-25.71DVADetails
Price/Sales
12.72
High:
NVDA
27.12NVDALow:
CSIQ
0.17CSIQDetails
Price/CF
36.74
High:
SNOW
89.44SNOWLow:
OXY
3.49OXYDetails
Price/FCF
61.24
High:
GLW
227.45GLWLow:
ASGN
6.48ASGNDetails
P/E Ratio
43.37
High:AMD
138.47AMDLow:ZS
-1,140.57ZSDetails
PEG Ratio
488.74
High:AAPL
27,104.01AAPLLow:ZS
-3,674.95ZSDetails
Price/Book
13.63
High:AAPL
59.18AAPLLow:DVA
-25.71DVADetails
Price/Sales
12.72
High:NVDA
27.12NVDALow:CSIQ
0.17CSIQDetails
Price/CF
36.74
High:SNOW
89.44SNOWLow:OXY
3.49OXYDetails
Price/FCF
61.24
High:GLW
227.45GLWLow:ASGN
6.48ASGNDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-45.48% | Jul 2021 | Mar 2024 | 32 |
-10.87% | Dec 2024 | Jun 2025 | 6 |
-7.54% | Apr 2024 | Jun 2024 | 2 |
-3.01% | Jul 2024 | Nov 2024 | 4 |
-1.31% | Oct 2025 | - | 1 |