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-2.1%
This Month
-4.9%
Year To Date
+24.2%
2 Years
+41.42%
5 Years
+41.42%
10 Years
+8.33%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services25.29%
- 💻 Electronic Technology16.11%
- 📊 ETFs14.02%
- 🪙 Cryptocurrencies12.37%
- 🛍️ Retail Trade7.46%
- 📡 Communications7.31%
- 🧬 Health Technology5.14%
- 💰 Finance4.08%
- 🍞 Consumer Non Durables2.78%
- 🛠️ Producer Manufacturing1.8%
- 🪨 Non Energy Minerals1.25%
- 🚗 Consumer Durables0.82%
- 🚚 Transportation0.47%
- 💇♀️ Consumer Services0.46%
- ❓ Other0.38%
- 💼 Commercial Services0.25%
- 💵 Cash0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq45.6%
- 🇺🇸 NYSE40.99%
- 🌍 Digital Currency12.37%
- 🇩🇪 FRA0.39%
- Regular Trading Hours - RTH0.38%
- 🇫🇷 Euronext Paris0.25%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States58.9%
- 🇬🇧 United Kingdom3.31%
- 🇹🇼 Taiwan3.29%
- 🇳🇱 Netherlands3.1%
- 🇱🇺 Luxembourg1.53%
- 🇯🇵 Japan1.27%
- 🇩🇰 Denmark1.02%
- 🇩🇪 Germany0.39%
- 🇫🇷 France0.25%
- 🇨🇦 Canada0.15%
Dividends
Dividend Yield
0.78%
29 out of 48 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $TEP.PA (7.36%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 T | 0.15% | 3.87% | $1.11 |
 VOD | 0.11% | 3.3% | $0.94 |
 MSFT | 0.05% | 0.86% | $3 |
 KMB | 0.05% | 4.85% | $4.8 |
 GOOG | 0.04% | 0.28% | $0.2 |
 NVO | 0.04% | 3.45% | $0.98 |
 TS | 0.03% | 3.17% | $1.2 |
 JNJ | 0.03% | 2.13% | $4.81 |
 UPS | 0.03% | 5.95% | $6.5 |
 VOW3.DE | 0.03% | 6.71% | $9.06 |
 TSM | 0.03% | 0.78% | $1.74 |
 ABT | 0.02% | 2.18% | $2.16 |
 NKE | 0.02% | 2.75% | $1.45 |
 V | 0.02% | 0.78% | $2.01 |
 PEP | 0.02% | 3.49% | $5.15 |
 TEP.PA | 0.02% | 7.36% | $3.85 |
 ASML | 0.02% | 0.54% | $5.57 |
 PG | 0.01% | 2.69% | $3.83 |
 GE | 0.01% | 0.46% | $0.44 |
 SYK | 0.01% | 0.91% | $3.15 |
 MCD | 0.01% | 2.2% | $6.53 |
 AAPL | 0.01% | 0.4% | $0.97 |
 META | 0.01% | 0.32% | $1 |
 MA | 0.01% | 0.62% | $2.46 |
 SONY | 0.01% | 0.48% | $0.49 |
 GEV | 0% | 0.18% | - |
 LLY | 0% | 0.62% | $4.86 |
 NVDA | 0% | 0.02% | $0.02 |
 NTDOY | 0% | 0.99% | $0.24 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 4.3/10
Beta
0.79
0.79
0
0.8
1.2
0
2
Sharpe Ratio
0.38
0.38
0
0.5
1
1.5
1.5
Sortino Ratio
0.61
0.61
0
1
2
3
3
Jensen's Alpha
0.1
0.1
-2
0
2
4.5
4.5
Omega Ratio
0.89
0.89
0
1
1.5
2.5
2.5
Treynor Ratio
0.64
0.64
0
0.75
1.25
2
2
Information Ratio
-0.14
-0.14
-1
0.3
0.6
1
1
Calmar Ratio
0.29
0.29
0
0.3
0.6
1
1
Beta
0.79
0.79
0
0.8
1.2
0
2
Sharpe Ratio
0.38
0.38
0
0.5
1
1.5
1.5
Sortino Ratio
0.61
0.61
0
1
2
3
3
Jensen's Alpha
0.1
0.1
-2
0
2
4.5
4.5
Omega Ratio
0.89
0.89
0
1
1.5
2.5
2.5
Treynor Ratio
0.64
0.64
0
0.75
1.25
2
2
Information Ratio
-0.14
-0.14
-1
0.3
0.6
1
1
Calmar Ratio
0.29
0.29
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
29.26
High:
TSLA
377.27TSLALow:
INTC
-556.53INTCDetails
PEG Ratio
121.33
High:TS
679.93TSLow:INTC
-566.72INTCDetails
Price/Book
8.53
High:MA
60.42MALow:MCD
-131.7MCDDetails
Price/Sales
7.32
High:NVDA
20.71NVDALow:
LAC
-LACDetails
Price/CF
22.11
High:TSLA
107.92TSLALow:VOD
1.93VODDetails
Price/FCF
61.89
High:PEP
5,797.72PEPLow:VOD
3.35VODDetails
P/E Ratio
29.26
High:TSLA
377.27TSLALow:INTC
-556.53INTCDetails
PEG Ratio
121.33
High:TS
679.93TSLow:INTC
-566.72INTCDetails
Price/Book
8.53
High:MA
60.42MALow:MCD
-131.7MCDDetails
Price/Sales
7.32
High:NVDA
20.71NVDALow:LAC
-LACDetails
Price/CF
22.11
High:TSLA
107.92TSLALow:VOD
1.93VODDetails
Price/FCF
61.89
High:PEP
5,797.72PEPLow:VOD
3.35VODDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-30.6% | Jan 2022 | Dec 2023 | 23 |
-7.76% | Feb 2025 | Jun 2025 | 4 |
-7.35% | Nov 2025 | - | 5 |
-4.14% | Jul 2024 | Dec 2024 | 5 |
-2.47% | Apr 2024 | May 2024 | 1 |