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+9.8%
This Month
-0.15%
Year To Date
+59.31%
2 Years
+60.76%
5 Years
+465.23%
10 Years
+25.66%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology19.38%
- 🖥️ Technology Services18.04%
- 🧩 Miscellaneous9.99%
- 📊 ETFs8.3%
- 🧪 Process Industries6.91%
- 🪙 Cryptocurrencies6.68%
- 🛠️ Producer Manufacturing6.37%
- 💵 Cash4.96%
- 💼 Commercial Services4.8%
- 🏥 Health Services3.92%
- 🧬 Health Technology2.78%
- 🛍️ Retail Trade2.77%
- 🍞 Consumer Non Durables1.87%
- 🚗 Consumer Durables1.73%
- 🏭 Industrial Services1.42%
- 🪨 Non Energy Minerals0.93%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE40.33%
- 🇺🇸 Nasdaq30.96%
- 🇩🇪 Xetra ETFs8.3%
- 🌍 Digital Currency6.68%
- 🇫🇷 Euronext Paris3.49%
- 🇩🇰 Copenhagen Stock Exchange2.78%
- 🇭🇰 Hong Kong Exchanges2.41%
- 🇧🇪 Euronext Brussels0.93%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States60.99%
- 🇨🇳 China7.77%
- 🇫🇷 France3.49%
- 🇹🇼 Taiwan3.03%
- 🇧🇪 Belgium2.84%
- 🇩🇰 Denmark2.78%
Dividends
Dividend Yield
0.67%
18 out of 37 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: $HPQ (6.01%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 NOVO-B.CO | 0.13% | 4.54% | $9.4 |
 UNH | 0.11% | 2.72% | $7.74 |
 HPQ | 0.07% | 6.01% | $1.1 |
 MC.PA | 0.05% | 2.66% | $13 |
 ALB | 0.04% | 0.83% | $1.6 |
 APD | 0.04% | 2.43% | $7.04 |
 CMI | 0.04% | 1.23% | $6.72 |
 MSFT | 0.04% | 0.85% | $3 |
 WM | 0.02% | 1.53% | $2.9 |
 BABA | 0.02% | 0.73% | $0.98 |
 PYPL | 0.02% | 0.55% | - |
 TSM | 0.02% | 0.62% | $1.74 |
 CRM | 0.02% | 0.9% | $0.4 |
 DE | 0.02% | 1.09% | $5.76 |
 ALSTI.PA | 0.01% | 1.42% | - |
 VIO.BR | 0.01% | 1.33% | - |
 SU.PA | 0.01% | 1.54% | $3.5 |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
CRM | Pay Day | Apr 23, 2026 | $0.44 |
MC.PA | Ex-Dividend | Apr 28, 2026 | $8.60 |
MC.PA | Pay Day | Apr 30, 2026 | $8.60 |
DE | Pay Day | May 8, 2026 | $1.62 |
APD | Pay Day | May 11, 2026 | $1.81 |
MSFT | Ex-Dividend | May 21, 2026 | $0.91 |
MSFT | Pay Day | Jun 11, 2026 | $0.91 |
TSM | Ex-Dividend | Jun 11, 2026 | $0.95 |
VIO.BR | Ex-Dividend | Jun 25, 2026 | $0.31 |
VIO.BR | Pay Day | Jun 29, 2026 | $0.31 |
TSM | Pay Day | Jul 9, 2026 | $0.95 |
Performance Metrics
Score 6.9/10
Beta
1.29
1.29
0
0.8
1.2
0
2
Sharpe Ratio
0.66
0.66
0
0.5
1
1.5
1.5
Sortino Ratio
1.5
1.5
0
1
2
3
3
Jensen's Alpha
14.96
14.96
-2
0
2
15
15
Omega Ratio
1.52
1.52
0
1
1.5
2.5
2.5
Treynor Ratio
1.73
1.73
0
0.75
1.25
2
2
Information Ratio
0.49
0.49
0
0.3
0.6
1
1
Calmar Ratio
0.53
0.53
0
0.3
0.6
1
1
Beta
1.29
1.29
0
0.8
1.2
0
2
Sharpe Ratio
0.66
0.66
0
0.5
1
1.5
1.5
Sortino Ratio
1.5
1.5
0
1
2
3
3
Jensen's Alpha
14.96
14.96
-2
0
2
15
15
Omega Ratio
1.52
1.52
0
1
1.5
2.5
2.5
Treynor Ratio
1.73
1.73
0
0.75
1.25
2
2
Information Ratio
0.49
0.49
0
0.3
0.6
1
1
Calmar Ratio
0.53
0.53
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
35.94
High:
TSLA
364.78TSLALow:
BE
-545.71BEDetails
PEG Ratio
154.23
High:
ADSK
2,243.65ADSKLow:
DDD
-305.97DDDDetails
Price/Book
11.91
High:BE
75.73BELow:HPQ
-23.8HPQDetails
Price/Sales
9.43
High:
PLTR
84.18PLTRLow:HPQ
0.33HPQDetails
Price/CF
31.6
High:DDD
462.65DDDLow:HPQ
4.89HPQDetails
Price/FCF
60.5
High:BABA
1,196.17BABALow:PYPL
10.09PYPLDetails
P/E Ratio
35.94
High:TSLA
364.78TSLALow:BE
-545.71BEDetails
PEG Ratio
154.23
High:ADSK
2,243.65ADSKLow:DDD
-305.97DDDDetails
Price/Book
11.91
High:BE
75.73BELow:HPQ
-23.8HPQDetails
Price/Sales
9.43
High:PLTR
84.18PLTRLow:HPQ
0.33HPQDetails
Price/CF
31.6
High:DDD
462.65DDDLow:HPQ
4.89HPQDetails
Price/FCF
60.5
High:BABA
1,196.17BABALow:PYPL
10.09PYPLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-46.51% | Sep 2021 | Feb 2024 | 29 |
-27.66% | May 2021 | Aug 2021 | 3 |
-20.16% | Nov 2018 | Aug 2020 | 21 |
-14.8% | Nov 2025 | - | 6 |
-12.24% | Apr 2024 | Oct 2024 | 6 |
-8.41% | Sep 2020 | Nov 2020 | 2 |
-7.19% | Feb 2025 | Jun 2025 | 4 |
-2.87% | Dec 2020 | Jan 2021 | 1 |
-1.72% | Dec 2024 | Jan 2025 | 1 |