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+1.16%
Today
+28.06%
This Month
+41.64%
Year To Date
+102.48%
2 Years
+146.71%
5 Years
+19.79%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- πͺ Cryptocurrencies51.1%
- π ETFs16.03%
- π₯οΈ Technology Services10.63%
- π» Electronic Technology4.9%
- π° Finance4.9%
- π§ͺ Process Industries4.22%
- π Consumer Non Durables3.32%
- βοΈ Energy Minerals1.3%
- π Industrial Services1.21%
- 𧬠Health Technology1.21%
- πββοΈ Consumer Services1.15%
- π΅ Cash0.04%
Exchanges Breakdown
- Exchange
- Total
- π Digital Currency51.1%
- πΊπΈ Nasdaq24.37%
- πΊπΈ NYSE17.19%
- π«π· Euronext Paris7.31%
Countries Breakdown
- Country
- Total
- πΊπΈ United States24.32%
- π«π· France7.31%
- π¨π Switzerland1.21%
Dividends
Dividend Yield
0.61%
16 out of 32 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: $BNP.PA (7.92%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 CALM | 0.09% | 3.06% | $1.87 |
 BNP.PA | 0.08% | 7.92% | $4.6 |
 TTE.PA | 0.07% | 5.54% | $3.06 |
 DG.PA | 0.05% | 4.51% | $4.5 |
 IWM | 0.05% | 1.05% | - |
 XLF | 0.04% | 1.7% | - |
 BN.PA | 0.04% | 3.26% | $2.1 |
 NVS | 0.04% | 3.1% | $3.2 |
 MC.PA | 0.03% | 2.28% | $13 |
 KO | 0.03% | 3.08% | $1.89 |
 MCD | 0.03% | 2.33% | $6.53 |
 AI.PA | 0.02% | 1.84% | $2.91 |
 QQQ | 0.02% | 0.66% | - |
 MSFT | 0.01% | 0.74% | $3 |
 META | 0% | 0.27% | $1 |
 AAPL | 0% | 0.43% | $0.97 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
KO | Ex-Dividend | Nov 29 | $0.48 |
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 |
KO | Pay Day | Dec 16 | $0.48 |
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 5.9/10
Beta
1.04
1.04
0
0.8
1.2
0
2
Sharpe Ratio
0.56
0.56
0
0.5
1
1.5
1.5
Sortino Ratio
0.93
0.93
0
1
2
3
3
Jensen's Alpha
2.24
2.24
-2
0
2
4.5
4.5
Omega Ratio
1.14
1.14
0
1
1.5
2.5
2.5
Treynor Ratio
1.13
1.13
0
0.75
1.25
2
2
Information Ratio
0.16
0.16
0
0.3
0.6
1
1
Calmar Ratio
0.49
0.49
0
0.3
0.6
1
1
Beta
1.04
1.04
0
0.8
1.2
0
2
Sharpe Ratio
0.56
0.56
0
0.5
1
1.5
1.5
Sortino Ratio
0.93
0.93
0
1
2
3
3
Jensen's Alpha
2.24
2.24
-2
0
2
4.5
4.5
Omega Ratio
1.14
1.14
0
1
1.5
2.5
2.5
Treynor Ratio
1.13
1.13
0
0.75
1.25
2
2
Information Ratio
0.16
0.16
0
0.3
0.6
1
1
Calmar Ratio
0.49
0.49
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 | Oct 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 |