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-0.89%
This Month
-0.89%
Year To Date
+58.28%
2 Years
+90.72%
5 Years
+153.49%
10 Years
+11.81%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology28.78%
- 🖥️ Technology Services16.84%
- 📊 ETFs14.53%
- 💰 Finance13.88%
- 💵 Cash10.18%
- 🚗 Consumer Durables5.68%
- 🛍️ Retail Trade4.23%
- 🍞 Consumer Non Durables3.4%
- 🪨 Non Energy Minerals2.45%
- ⛏️ Energy Minerals1.69%
- ⚡ Utilities1.2%
- 🧩 Miscellaneous0.38%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq58.38%
- 🇮🇹 Borsa Italiana16.26%
- 🇺🇸 NYSE6.36%
- 🇬🇧 LSE6.05%
- 🇩🇪 Xetra ETFs4.93%
- 🇳🇱 Euronext Amsterdam1.09%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States54.76%
- 🇮🇹 Italy15.36%
- 🇬🇧 United Kingdom2.88%
- 🇳🇱 Netherlands1.98%
- 🇨🇭 Switzerland1.01%
- 🇦🇺 Australia0.81%
Dividends
Dividend Yield
1.33%
21 out of 35 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $BAMI.MI (8.65%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 BAMI.MI | 0.3% | 8.65% | $0.56 |
 O | 0.16% | 5.25% | $3.09 |
 BATS.L | 0.11% | 5.64% | $2.36 |
 ENI.MI | 0.11% | 6.23% | $0.94 |
 ISP.MI | 0.09% | 6.27% | $0.3 |
 STLAM.MI | 0.08% | 8.45% | $1.55 |
 BPE.MI | 0.07% | 3.5% | $0.3 |
 UCG.MI | 0.07% | 4.17% | $1.8 |
 G.MI | 0.05% | 4.27% | $1.28 |
 INGA.NV | 0.05% | 4.44% | $1.11 |
 RIO.L | 0.04% | 4.3% | $3.41 |
 MSFT | 0.04% | 0.77% | $3 |
 LDO.MI | 0.03% | 0.89% | $0.28 |
 ENEL.MI | 0.03% | 5.47% | $0.43 |
 BHP.L | 0.03% | 3.36% | $1.26 |
 CCH.L | 0.02% | 2.22% | $0.79 |
 GOOGL | 0.02% | 0.26% | $0.2 |
 PM | 0.02% | 3.4% | $5.2 |
 META | 0.01% | 0.35% | $1 |
 AAPL | 0.01% | 0.42% | $0.97 |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
BATS.L | Pay Day | Feb 4, 2026 | $0.76 |
Performance Metrics
Score 4.7/10
Beta
0.92
0.92
0
0.8
1.2
0
2
Sharpe Ratio
0.6
0.6
0
0.5
1
1.5
1.5
Sortino Ratio
0.95
0.95
0
1
2
3
3
Jensen's Alpha
-0.44
-0.44
-2
0
2
4.5
4.5
Omega Ratio
0.87
0.87
0
1
1.5
2.5
2.5
Treynor Ratio
0.9
0.9
0
0.75
1.25
2
2
Information Ratio
-0.17
-0.17
-1
0.3
0.6
1
1
Calmar Ratio
0.39
0.39
0
0.3
0.6
1
1
Beta
0.92
0.92
0
0.8
1.2
0
2
Sharpe Ratio
0.6
0.6
0
0.5
1
1.5
1.5
Sortino Ratio
0.95
0.95
0
1
2
3
3
Jensen's Alpha
-0.44
-0.44
-2
0
2
4.5
4.5
Omega Ratio
0.87
0.87
0
1
1.5
2.5
2.5
Treynor Ratio
0.9
0.9
0
0.75
1.25
2
2
Information Ratio
-0.17
-0.17
-1
0.3
0.6
1
1
Calmar Ratio
0.39
0.39
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
38.53
High:
TSLA
280.13TSLALow:STLAM.MI
-9.75STLAM.MIDetails
PEG Ratio
276.29
High:O
3,157.55OLow:BAMI.MI
10.95BAMI.MIDetails
Price/Book
15.42
High:AAPL
49.43AAPLLow:PM
-23.84PMDetails
Price/Sales
11.83
High:NVDA
23.3NVDALow:STLAM.MI
0.16STLAM.MIDetails
Price/CF
31.47
High:TSLA
99.57TSLALow:BAMI.MI
0.99BAMI.MIDetails
Price/FCF
57.25
High:ENEL.MI
502.5ENEL.MILow:BAMI.MI
1.11BAMI.MIDetails
P/E Ratio
38.53
High:TSLA
280.13TSLALow:STLAM.MI
-9.75STLAM.MIDetails
PEG Ratio
276.29
High:O
3,157.55OLow:BAMI.MI
10.95BAMI.MIDetails
Price/Book
15.42
High:AAPL
49.43AAPLLow:PM
-23.84PMDetails
Price/Sales
11.83
High:NVDA
23.3NVDALow:STLAM.MI
0.16STLAM.MIDetails
Price/CF
31.47
High:TSLA
99.57TSLALow:BAMI.MI
0.99BAMI.MIDetails
Price/FCF
57.25
High:ENEL.MI
502.5ENEL.MILow:BAMI.MI
1.11BAMI.MIDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-30% | Feb 2018 | Mar 2021 | 37 |
-28.36% | Jan 2022 | Feb 2024 | 25 |
-5.26% | Feb 2025 | May 2025 | 3 |
-4.89% | Sep 2021 | Oct 2021 | 1 |
-3.62% | Nov 2025 | - | 3 |
-3.43% | Apr 2024 | May 2024 | 1 |
-1.2% | Nov 2021 | Dec 2021 | 1 |
-1.08% | Sep 2017 | Oct 2017 | 1 |
-0.29% | May 2021 | Jun 2021 | 1 |
-0.19% | Jul 2024 | Aug 2024 | 1 |