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+0.01%
Today
+3.3%
This Month
+9.81%
Year To Date
+35.76%
2 Years
+0.82%
5 Years
-14.69%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🛍️ Retail Trade31%
- 💵 Cash18.26%
- 🛠️ Producer Manufacturing17.37%
- 🚗 Consumer Durables15.16%
- 🪙 Cryptocurrencies9.02%
- ⚡ Utilities5.05%
- 💰 Finance4.17%
- 🖥️ Technology Services0.62%
- 📊 ETFs0.33%
- 🏭 Industrial Services0.08%
- 🍞 Consumer Non Durables0.07%
- 💻 Electronic Technology0.07%
Exchanges Breakdown
- Exchange
- Total
- 🇫🇷 Euronext Paris72.68%
- 🌍 Digital Currency9.02%
- 🇺🇸 Nasdaq0.71%
- 🇺🇸 NYSE0.53%
Countries Breakdown
- Country
- Total
- 🇫🇷 France72.68%
- 🇺🇸 United States0.86%
- 🇮🇪 Ireland0.05%
Dividends
Dividend Yield
3.71%
12 out of 14 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $CA.PA (6.96%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 RNO.PA | Ex-Dividend | May 8, 2025 | $2.30 |
RNO.PA | Pay Day | May 12, 2025 | $2.30 |
 VIE.PA | Ex-Dividend | May 12, 2025 | $1.47 |
VIE.PA | Pay Day | May 14, 2025 | $1.47 |
 MSFT | Ex-Dividend | May 15, 2025 | $0.83 |
 ACN | Pay Day | May 15, 2025 | $1.48 |
 BNP.PA | Ex-Dividend | May 19, 2025 | $4.95 |
BNP.PA | Pay Day | May 21, 2025 | $4.95 |
 CA.PA | Ex-Dividend | May 30, 2025 | $0.96 |
CA.PA | Pay Day | Jun 3, 2025 | $0.96 |
MSFT | Pay Day | Jun 12, 2025 | $0.83 |
Performance Metrics
Score 2.9/10
Beta
0.15
0.15
0
0.8
1.2
0
2
Sharpe Ratio
-0.26
-0.26
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.34
-0.34
-1
1
2
3
3
Jensen's Alpha
-11.16
-11.16
-12
0
2
4.5
4.5
Omega Ratio
0.65
0.65
0
1
1.5
2.5
2.5
Treynor Ratio
-5.74
-5.74
-6
0.75
1.25
2
2
Information Ratio
-0.47
-0.47
-1
0.3
0.6
1
1
Calmar Ratio
-0.18
-0.18
-1
0.3
0.6
1
1
Beta
0.15
0.15
0
0.8
1.2
0
2
Sharpe Ratio
-0.26
-0.26
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.34
-0.34
-1
1
2
3
3
Jensen's Alpha
-11.16
-11.16
-12
0
2
4.5
4.5
Omega Ratio
0.65
0.65
0
1
1.5
2.5
2.5
Treynor Ratio
-5.74
-5.74
-6
0.75
1.25
2
2
Information Ratio
-0.47
-0.47
-1
0.3
0.6
1
1
Calmar Ratio
-0.18
-0.18
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
20.05
High:
WM
33.92WMLow:
ALO.PA
-30.79ALO.PADetails
PEG Ratio
112.8
High:
MSFT
239.3MSFTLow:
AMZN
34.12AMZNDetails
Price/Book
1.65
High:
AAPL
44.38AAPLLow:
RNO.PA
0.42RNO.PADetails
Price/Sales
0.57
High:MSFT
10.49MSFTLow:
CA.PA
0.1CA.PADetails
Price/CF
7
High:
KO
39.5KOLow:RNO.PA
1.89RNO.PADetails
Price/FCF
12.75
High:KO
272.99KOLow:RNO.PA
2.96RNO.PADetails
P/E Ratio
20.05
High:WM
33.92WMLow:ALO.PA
-30.79ALO.PADetails
PEG Ratio
112.8
High:MSFT
239.3MSFTLow:AMZN
34.12AMZNDetails
Price/Book
1.65
High:AAPL
44.38AAPLLow:RNO.PA
0.42RNO.PADetails
Price/Sales
0.57
High:MSFT
10.49MSFTLow:CA.PA
0.1CA.PADetails
Price/CF
7
High:KO
39.5KOLow:RNO.PA
1.89RNO.PADetails
Price/FCF
12.75
High:KO
272.99KOLow:RNO.PA
2.96RNO.PADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-83.04% | Jan 2018 | - | 88 |