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+0.46%
Today
+0.9%
This Month
+8.3%
Year To Date
+63.61%
2 Years
+88.63%
5 Years
+13.78%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- πͺ Cryptocurrencies47.46%
- π ETFs11.83%
- π₯οΈ Technology Services10.82%
- π» Electronic Technology5.7%
- π§ͺ Process Industries5.52%
- π Consumer Non Durables4.71%
- π° Finance4.27%
- π‘ Communications2.71%
- βοΈ Energy Minerals1.86%
- 𧬠Health Technology1.8%
- π Industrial Services1.71%
- πββοΈ Consumer Services1.59%
- π΅ Cash0.04%
Exchanges Breakdown
- Exchange
- Total
- π Digital Currency47.46%
- πΊπΈ Nasdaq28.4%
- πΊπΈ NYSE13.79%
- π«π· Euronext Paris10.33%
Countries Breakdown
- Country
- Total
- πΊπΈ United States28.55%
- π«π· France10.33%
- π¨π Switzerland1.8%
Dividends
Dividend Yield
0.72%
15 out of 32 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $BNP.PA (7.39%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 CALM | 0.12% | 3.21% | $1.87 |
 BNP.PA | 0.11% | 7.39% | $4.6 |
 TTE.PA | 0.09% | 4.98% | $3.06 |
 DG.PA | 0.07% | 4.18% | $4.5 |
 NVS | 0.05% | 2.75% | $3.2 |
 BN.PA | 0.05% | 3.24% | $2.1 |
 KO | 0.04% | 2.75% | $1.89 |
 MC.PA | 0.04% | 1.99% | $13 |
 TMUS | 0.04% | 1.33% | $1.95 |
 MCD | 0.04% | 2.22% | $6.53 |
 AI.PA | 0.03% | 1.7% | $2.91 |
 QQQ | 0.03% | 0.66% | - |
 MSFT | 0.02% | 0.74% | $3 |
 META | 0.01% | 0.25% | $1 |
 AAPL | 0% | 0.43% | $0.97 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
DG.PA | Ex-Dividend | Oct 15 | $1.14 |
DG.PA | Pay Day | Oct 17 | $1.14 |
CALM | Ex-Dividend | Oct 30 | $1.02 |
CALM | Pay Day | Nov 14 | $1.02 |
MSFT | Ex-Dividend | Nov 21 | $0.83 |
TMUS | Ex-Dividend | Nov 27 | $0.88 |
MC.PA | Ex-Dividend | Dec 2 | $5.98 |
MCD | Ex-Dividend | Dec 2 | $1.77 |
MC.PA | Pay Day | Dec 4 | $5.98 |
MSFT | Pay Day | Dec 12 | $0.83 |
TMUS | Pay Day | Dec 12 | $0.88 |
MCD | Pay Day | Dec 16 | $1.77 |
TTE.PA | Ex-Dividend | Dec 31 | $0.86 |
TTE.PA | Pay Day | Jan 6 | $0.86 |
Performance Metrics
Score 5.5/10
Beta
1.05
1.05
0
0.8
1.2
0
2
Sharpe Ratio
0.54
0.54
0
0.5
1
1.5
1.5
Sortino Ratio
0.9
0.9
0
1
2
3
3
Jensen's Alpha
1.35
1.35
-2
0
2
4.5
4.5
Omega Ratio
1.1
1.1
0
1
1.5
2.5
2.5
Treynor Ratio
1.1
1.1
0
0.75
1.25
2
2
Information Ratio
0.11
0.11
0
0.3
0.6
1
1
Calmar Ratio
0.48
0.48
0
0.3
0.6
1
1
Beta
1.05
1.05
0
0.8
1.2
0
2
Sharpe Ratio
0.54
0.54
0
0.5
1
1.5
1.5
Sortino Ratio
0.9
0.9
0
1
2
3
3
Jensen's Alpha
1.35
1.35
-2
0
2
4.5
4.5
Omega Ratio
1.1
1.1
0
1
1.5
2.5
2.5
Treynor Ratio
1.1
1.1
0
0.75
1.25
2
2
Information Ratio
0.11
0.11
0
0.3
0.6
1
1
Calmar Ratio
0.48
0.48
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-29.08% | Oct 2021 | Nov 2023 | 25 |
-21.51% | Mar 2024 | - | 7 |
-15.27% | Dec 2019 | Jul 2020 | 7 |
-7.34% | Aug 2020 | Oct 2020 | 2 |
-4.23% | Aug 2021 | Sep 2021 | 1 |
-3.27% | Dec 2023 | Jan 2024 | 1 |
-1.51% | May 2021 | Jul 2021 | 2 |