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-1%
This Month
-5.79%
Year To Date
+16.08%
2 Years
+2.36%
5 Years
+2.36%
10 Years
+0.52%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services20.23%
- 📊 ETFs15.56%
- 💻 Electronic Technology13.19%
- ❓ Other9.64%
- 🪙 Cryptocurrencies8.12%
- 🏥 Health Services7.84%
- 🚗 Consumer Durables5.3%
- 🛍️ Retail Trade5.01%
- 💰 Finance3.61%
- 🧬 Health Technology3.14%
- 💵 Cash2.89%
- ⛏️ Energy Minerals2.27%
- 🧩 Miscellaneous1.37%
- 🏭 Industrial Services0.69%
- ⚡ Utilities0.47%
- 💼 Commercial Services0.19%
- 🪨 Non Energy Minerals0.07%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE37.47%
- 🇺🇸 Nasdaq32.5%
- Regular Trading Hours - RTH12.46%
- 🌍 Digital Currency8.12%
- 🇬🇧 LSE2.39%
- 🇮🇹 Borsa Italiana1.48%
- 🇩🇪 Xetra ETFs1.03%
- 🇩🇪 FRA0.5%
- 🇨🇭 SIX0.38%
- 🇫🇷 Euronext Paris0.35%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States47.99%
- 🇮🇹 Italy6.14%
- 🇨🇭 Switzerland2.55%
- 🇬🇧 United Kingdom1.34%
- 🇺🇾 Uruguay1.12%
- 🇦🇺 Australia1.07%
- 🇮🇪 Ireland1.01%
- 🇩🇪 Germany0.5%
- 🇫🇷 France0.35%
- 🇯🇵 Japan0.2%
- 🇨🇦 Canada0.07%
- 🇷🇺 Russia0.01%
Dividends
Dividend Yield
0.7%
33 out of 65 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $LKOD.L (76.06%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 UNH | 0.24% | 3.04% | $7.74 |
 RACE | 0.05% | 1.16% | $2.64 |
 DELL | 0.04% | 1.5% | $1.63 |
 ISP.MI | 0.03% | 6.93% | $0.3 |
 MSFT | 0.03% | 0.86% | $3 |
 ENI.MI | 0.03% | 5.11% | $0.94 |
 ENEL.MI | 0.02% | 5.04% | $0.43 |
 SHEL.L | 0.02% | 3.48% | $0.8 |
 NVS | 0.02% | 1.88% | $3.2 |
 WMT.RTH | 0.02% | 1.78% | $2.28 |
 AMUN.PA | 0.02% | 5.49% | $4.1 |
 FANG | 0.02% | 2.33% | $9.26 |
 ABBV | 0.02% | 2.88% | $6.06 |
 SLHN.ZU | 0.02% | 4.13% | $33 |
 MUR | 0.02% | 3.89% | $1.15 |
 CB | 0.01% | 1.17% | $3.49 |
 GOOGL | 0.01% | 0.28% | $0.2 |
 BAC | 0.01% | 2.2% | $0.96 |
 JPM | 0.01% | 1.95% | $4.4 |
 WM | 0.01% | 1.4% | $2.9 |
 WMT | 0.01% | 0.78% | $0.81 |
 ORCL | 0.01% | 1.31% | $1.6 |
 JNJ | 0.01% | 2.13% | $4.81 |
 LKOD.L | 0.01% | 76.06% | - |
 RR.L | 0% | 0.7% | - |
 TM | 0% | 2.42% | $4.64 |
 META | 0% | 0.32% | $1 |
 AAPL | 0% | 0.4% | $0.97 |
 RHM.DE | 0% | 0.5% | $5.7 |
 AXP | 0% | 1.1% | $2.6 |
 MU.RTH | 0% | 0.11% | $0.46 |
 PYPL | 0% | 0.6% | - |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 2.3/10
Beta
1.1
1.1
0
0.8
1.2
0
2
Sharpe Ratio
-0.04
-0.04
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.05
-0.05
-1
1
2
3
3
Jensen's Alpha
-9.84
-9.84
-10
0
2
4.5
4.5
Omega Ratio
0.53
0.53
0
1
1.5
2.5
2.5
Treynor Ratio
-0.06
-0.06
-1
0.75
1.25
2
2
Information Ratio
-0.79
-0.79
-1
0.3
0.6
1
1
Calmar Ratio
0.02
0.02
0
0.3
0.6
1
1
Beta
1.1
1.1
0
0.8
1.2
0
2
Sharpe Ratio
-0.04
-0.04
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.05
-0.05
-1
1
2
3
3
Jensen's Alpha
-9.84
-9.84
-10
0
2
4.5
4.5
Omega Ratio
0.53
0.53
0
1
1.5
2.5
2.5
Treynor Ratio
-0.06
-0.06
-1
0.75
1.25
2
2
Information Ratio
-0.79
-0.79
-1
0.3
0.6
1
1
Calmar Ratio
0.02
0.02
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
31.34
High:
TSLA
377.27TSLALow:
SNOW
-42.58SNOWDetails
PEG Ratio
163.01
High:JPM
1,118.42JPMLow:LKOD.L
0.02LKOD.LDetails
Price/Book
9.89
High:
PLTR
49.59PLTRLow:ABBV
-127.69ABBVDetails
Price/Sales
5.86
High:
QBTS.RTH
403.59QBTS.RTHLow:
LAC
-LACDetails
Price/CF
26.38
High:PLTR
214.31PLTRLow:ISP.MI
3.47ISP.MIDetails
Price/FCF
53.7
High:RHM.DE
5,198.92RHM.DELow:ISP.MI
3.91ISP.MIDetails
P/E Ratio
31.34
High:TSLA
377.27TSLALow:SNOW
-42.58SNOWDetails
PEG Ratio
163.01
High:JPM
1,118.42JPMLow:LKOD.L
0.02LKOD.LDetails
Price/Book
9.89
High:PLTR
49.59PLTRLow:ABBV
-127.69ABBVDetails
Price/Sales
5.86
High:QBTS.RTH
403.59QBTS.RTHLow:LAC
-LACDetails
Price/CF
26.38
High:PLTR
214.31PLTRLow:ISP.MI
3.47ISP.MIDetails
Price/FCF
53.7
High:RHM.DE
5,198.92RHM.DELow:ISP.MI
3.91ISP.MIDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-44.11% | Nov 2021 | Jan 2025 | 38 |
-12.67% | Nov 2025 | - | 5 |
-10.32% | Feb 2025 | Jun 2025 | 4 |