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+11.17%
This Month
+3.47%
Year To Date
+76.51%
2 Years
+147.69%
5 Years
+147.69%
10 Years
+28.8%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💇♀️ Consumer Services17%
- 💻 Electronic Technology13.58%
- 🖥️ Technology Services13.31%
- 🛍️ Retail Trade11.12%
- 🪙 Cryptocurrencies10.25%
- 💼 Commercial Services10.01%
- 💰 Finance8.59%
- 📊 ETFs6.5%
- 🚗 Consumer Durables6.5%
- 💵 Cash4.19%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE33%
- 🇺🇸 Nasdaq28.71%
- 🇳🇱 Euronext Amsterdam17%
- 🌍 Digital Currency10.25%
- 🇬🇧 LSE7.9%
Countries Breakdown
- Country
- Total
- 🇳🇱 Netherlands30.59%
- 🇺🇸 United States24.55%
- 🇱🇺 Luxembourg13.31%
- 🇬🇧 United Kingdom7.9%
- 🇨🇦 Canada3.77%
Dividends
Dividend Yield
0.07%
1 out of 13 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $ASML (0.51%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 ASML | 0.07% | 0.51% | $5.57 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6.8/10
Beta
1.4
1.4
0
0.8
1.2
0
2
Sharpe Ratio
0.77
0.77
0
0.5
1
1.5
1.5
Sortino Ratio
1.53
1.53
0
1
2
3
3
Jensen's Alpha
7.85
7.85
-2
0
2
8
8
Omega Ratio
1.56
1.56
0
1
1.5
2.5
2.5
Treynor Ratio
1.26
1.26
0
0.75
1.25
2
2
Information Ratio
0.57
0.57
0
0.3
0.6
1
1
Calmar Ratio
0.83
0.83
0
0.3
0.6
1
1
Beta
1.4
1.4
0
0.8
1.2
0
2
Sharpe Ratio
0.77
0.77
0
0.5
1
1.5
1.5
Sortino Ratio
1.53
1.53
0
1
2
3
3
Jensen's Alpha
7.85
7.85
-2
0
2
8
8
Omega Ratio
1.56
1.56
0
1
1.5
2.5
2.5
Treynor Ratio
1.26
1.26
0
0.75
1.25
2
2
Information Ratio
0.57
0.57
0
0.3
0.6
1
1
Calmar Ratio
0.83
0.83
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
59.33
High:
TSLA
364.78TSLALow:
LMND
-31.6LMNDDetails
PEG Ratio
87.06
High:ASML
186.21ASMLLow:LMND
-148.74LMNDDetails
Price/Book
11.25
High:ASML
23.71ASMLLow:
XYZ
1.93XYZDetails
Price/Sales
7.16
High:
SHOP
14.8SHOPLow:
ROOT
0.62ROOTDetails
Price/CF
34.12
High:TSLA
107.92TSLALow:
BFIT.NV
3.17BFIT.NVDetails
Price/FCF
115.97
High:
AMZN
325.85AMZNLow:BFIT.NV
5.75BFIT.NVDetails
P/E Ratio
59.33
High:TSLA
364.78TSLALow:LMND
-31.6LMNDDetails
PEG Ratio
87.06
High:ASML
186.21ASMLLow:LMND
-148.74LMNDDetails
Price/Book
11.25
High:ASML
23.71ASMLLow:XYZ
1.93XYZDetails
Price/Sales
7.16
High:SHOP
14.8SHOPLow:ROOT
0.62ROOTDetails
Price/CF
34.12
High:TSLA
107.92TSLALow:BFIT.NV
3.17BFIT.NVDetails
Price/FCF
115.97
High:AMZN
325.85AMZNLow:BFIT.NV
5.75BFIT.NVDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-21.84% | Sep 2022 | Mar 2023 | 6 |
-17.05% | Feb 2025 | May 2025 | 3 |
-10.31% | Aug 2023 | Nov 2023 | 3 |
-9.7% | Feb 2026 | Apr 2026 | 2 |
-5.1% | Jul 2025 | Sep 2025 | 2 |
-4.39% | Apr 2023 | May 2023 | 1 |
-2.76% | Apr 2024 | Jun 2024 | 2 |
-2.38% | Jan 2024 | Feb 2024 | 1 |
-2.36% | Aug 2024 | Sep 2024 | 1 |
-1.1% | Nov 2025 | Jan 2026 | 2 |