Loading...
+0.15%
Today
+0.65%
This Month
+5.82%
Year To Date
+13.12%
2 Years
-96.52%
5 Years
-59.16%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services17.2%
- 📊 ETFs16.79%
- 💻 Electronic Technology14.32%
- 🪙 Cryptocurrencies12.51%
- 💰 Finance12.01%
- 🛍️ Retail Trade7.57%
- 💇♀️ Consumer Services5.61%
- 💵 Cash3.92%
- 🍞 Consumer Non Durables2.55%
- 💼 Commercial Services2.22%
- 🚗 Consumer Durables2.22%
- 🛠️ Producer Manufacturing1.78%
- 🚚 Transportation1.25%
- 🧬 Health Technology0.43%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq31.59%
- 🇺🇸 NYSE23.62%
- 🌍 Digital Currency12.51%
- 🇬🇧 LSE9.03%
- 🇮🇹 Borsa Italiana7.08%
- 🇭🇰 Hong Kong Exchanges4.4%
- 🇳🇱 Euronext Amsterdam2.69%
- 🇩🇪 Xetra ETFs2.12%
- 🇩🇪 FRA1.71%
- 🇫🇷 Euronext Paris1.7%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States41.67%
- 🇮🇹 Italy8.31%
- 🇳🇱 Netherlands4.86%
- 🇬🇧 United Kingdom4.5%
- 🇨🇳 China4.4%
- 🇩🇪 Germany1.71%
- 🇫🇷 France1.7%
Dividends
Dividend Yield
0.97%
43 out of 65 instruments pay dividend.
9 dividend payments in the next 30 days.
Highest Dividend: $BATS.L (6.85%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 UCG.MI | 0.06% | 4.13% | $1.8 |
 ISP.MI | 0.06% | 6.81% | $0.3 |
 MS | 0.05% | 2.81% | $3.4 |
 IPAC | 0.05% | 3.1% | - |
 JPM | 0.05% | 1.99% | $4.4 |
 PIRC.MI | 0.04% | 4.06% | $0.2 |
 MCD | 0.04% | 2.27% | $6.53 |
 G.MI | 0.04% | 4.4% | $1.28 |
 SBUX | 0.03% | 2.68% | $2.24 |
 BATS.L | 0.03% | 6.85% | $2.36 |
 GS | 0.03% | 1.95% | $11 |
 FXI | 0.03% | 1.52% | - |
 WMT | 0.03% | 0.96% | $0.81 |
 INGA.NV | 0.02% | 5.7% | $1.11 |
 MC.PA | 0.02% | 2.76% | $13 |
 DBK.DE | 0.02% | 2.76% | $0.45 |
 MSFT | 0.02% | 0.69% | $3 |
 XLP | 0.02% | 2.46% | - |
 EWH | 0.02% | 3.65% | - |
 FBK.MI | 0.02% | 3.85% | $0.69 |
 01211.HK | 0.02% | 1.06% | $3.41 |
 LDO.MI | 0.02% | 0.99% | $0.28 |
 XLY | 0.02% | 0.83% | - |
 GOOG | 0.02% | 0.46% | $0.2 |
 XLF | 0.02% | 1.4% | - |
 NXPI | 0.02% | 1.95% | $4.06 |
 IHG.L | 0.02% | 1.5% | $1.23 |
 CPG.L | 0.02% | 1.86% | $0.44 |
 XLE | 0.01% | 3.5% | - |
 HIK.L | 0.01% | 2.93% | $0.57 |
 IAG.L | 0.01% | 2.09% | - |
 AAPL | 0.01% | 0.5% | $0.97 |
 9988.HK | 0.01% | 0.89% | $0.98 |
 ASML | 0.01% | 0.78% | $5.57 |
 META | 0.01% | 0.29% | $1 |
 RMS.PA | 0.01% | 1.12% | $25 |
 XLV | 0.01% | 1.76% | - |
 RACE | 0.01% | 0.67% | $2.64 |
 ASML.NV | 0.01% | 0.96% | $6.1 |
 RR.L | 0.01% | 0.68% | - |
 BVB.DE | 0.01% | 1.57% | - |
 ADS.DE | 0% | 0.95% | $0.7 |
 NVDA | 0% | 0.03% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
GOOG | Ex-Dividend | Jun 9, 2025 | $0.21 |
01211.HK | Ex-Dividend | Jun 10, 2025 | $0.55 |
NVDA | Ex-Dividend | Jun 11, 2025 | $0.01 |
9988.HK | Ex-Dividend | Jun 11, 2025 | $0.25 |
MSFT | Pay Day | Jun 12, 2025 | $0.83 |
GOOG | Pay Day | Jun 16, 2025 | $0.21 |
META | Ex-Dividend | Jun 16, 2025 | $0.52 |
MCD | Pay Day | Jun 16, 2025 | $1.77 |
CPG.L | Ex-Dividend | Jun 19, 2025 | $0.30 |
LDO.MI | Ex-Dividend | Jun 23, 2025 | $0.56 |
PIRC.MI | Ex-Dividend | Jun 23, 2025 | $0.28 |
LDO.MI | Pay Day | Jun 25, 2025 | $0.56 |
PIRC.MI | Pay Day | Jun 25, 2025 | $0.28 |
META | Pay Day | Jun 26, 2025 | $0.52 |
BATS.L | Ex-Dividend | Jun 26, 2025 | $0.76 |
GS | Pay Day | Jun 27, 2025 | $3.00 |
JPM | Ex-Dividend | Jul 3, 2025 | $1.40 |
NVDA | Pay Day | Jul 3, 2025 | $0.01 |
9988.HK | Pay Day | Jul 3, 2025 | $0.25 |
01211.HK | Pay Day | Jul 29, 2025 | $0.55 |
JPM | Pay Day | Jul 31, 2025 | $1.40 |
CPG.L | Pay Day | Jul 31, 2025 | $0.30 |
BATS.L | Pay Day | Aug 1, 2025 | $0.76 |
WMT | Ex-Dividend | Aug 15, 2025 | $0.24 |
WMT | Pay Day | Sep 2, 2025 | $0.24 |
FXI | Pay Day | Dec 20, 2025 | $0.00 |
IPAC | Pay Day | Dec 20, 2025 | $0.00 |
EWH | Pay Day | Dec 20, 2025 | $0.34 |
Performance Metrics
Score 2.6/10
Beta
0.02
0.02
0
0.8
1.2
0
2
Sharpe Ratio
-1.01
-1.01
-2
0.5
1
1.5
1.5
Sortino Ratio
-1.06
-1.06
-2
1
2
3
3
Jensen's Alpha
-47.02
-47.02
-48
0
2
4.5
4.5
Omega Ratio
0.35
0.35
0
1
1.5
2.5
2.5
Treynor Ratio
-255.91
-255.91
-256
0.75
1.25
2
2
Information Ratio
-1.07
-1.07
-2
0.3
0.6
1
1
Calmar Ratio
-0.59
-0.59
-1
0.3
0.6
1
1
Beta
0.02
0.02
0
0.8
1.2
0
2
Sharpe Ratio
-1.01
-1.01
-2
0.5
1
1.5
1.5
Sortino Ratio
-1.06
-1.06
-2
1
2
3
3
Jensen's Alpha
-47.02
-47.02
-48
0
2
4.5
4.5
Omega Ratio
0.35
0.35
0
1
1.5
2.5
2.5
Treynor Ratio
-255.91
-255.91
-256
0.75
1.25
2
2
Information Ratio
-1.07
-1.07
-2
0.3
0.6
1
1
Calmar Ratio
-0.59
-0.59
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
29.75
High:
PLTR
557.73PLTRLow:
CRWD
-670.4CRWDDetails
PEG Ratio
154.54
High:
IAG.L
1,062.23IAG.LLow:
JUVE.MI
-21.81JUVE.MIDetails
Price/Book
8.53
High:PLTR
55.56PLTRLow:
RR.L
-82.53RR.LDetails
Price/Sales
5.76
High:
MSTR
209.11MSTRLow:
G.MI
0.62G.MIDetails
Price/CF
20.44
High:
TTWO
18,296.3TTWOLow:
UCG.MI
1.86UCG.MIDetails
Price/FCF
40.02
High:
SBUX
1,256.06SBUXLow:G.MI
3.22G.MIDetails
P/E Ratio
29.75
High:PLTR
557.73PLTRLow:CRWD
-670.4CRWDDetails
PEG Ratio
154.54
High:IAG.L
1,062.23IAG.LLow:JUVE.MI
-21.81JUVE.MIDetails
Price/Book
8.53
High:PLTR
55.56PLTRLow:RR.L
-82.53RR.LDetails
Price/Sales
5.76
High:MSTR
209.11MSTRLow:G.MI
0.62G.MIDetails
Price/CF
20.44
High:TTWO
18,296.3TTWOLow:UCG.MI
1.86UCG.MIDetails
Price/FCF
40.02
High:SBUX
1,256.06SBUXLow:G.MI
3.22G.MIDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-97.43% | Sep 2021 | - | 46 |