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+1.86%
This Month
+1.86%
Year To Date
+79.68%
2 Years
+153.62%
5 Years
+1046.86%
10 Years
+13.95%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💰 Finance33.27%
- 🪙 Cryptocurrencies28.98%
- 💻 Electronic Technology27.98%
- 📊 ETFs4.65%
- 🖥️ Technology Services2.49%
- 🪨 Non Energy Minerals1.25%
- 💵 Cash1.07%
- 🍞 Consumer Non Durables0.44%
- 📡 Communications0.21%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency28.98%
- 🇺🇸 NYSE25.76%
- 🇮🇹 Borsa Italiana12.08%
- 🇺🇸 Nasdaq12%
- 🇫🇷 Euronext Paris9.33%
- 🇩🇪 FRA6.85%
- 🇸🇪 Stockholm Stock Exchange3.02%
- 🇨🇭 SIX1.25%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States32.72%
- 🇮🇹 Italy12.08%
- 🇳🇱 Netherlands9.12%
- 🇩🇪 Germany6.85%
- 🇸🇪 Sweden3.02%
- 🇨🇭 Switzerland1.25%
- 🇦🇷 Argentina0.39%
- 🇫🇷 France0.21%
Dividends
Dividend Yield
1.03%
17 out of 26 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $BMA (8.54%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 UCG.MI | 0.23% | 4.17% | $1.8 |
 ISP.MI | 0.18% | 6.27% | $0.3 |
 BAC | 0.1% | 2.08% | $0.96 |
 AIR.PA | 0.09% | 0.97% | $1.8 |
 C | 0.08% | 2.11% | $2.12 |
 BK | 0.08% | 1.72% | $1.68 |
 ALV.DE | 0.06% | 4.19% | $13.8 |
 CINF | 0.05% | 2.18% | $3.12 |
 HOLN.ZU | 0.05% | 4.03% | $2.8 |
 LDO.MI | 0.03% | 0.89% | $0.28 |
 BMA | 0.03% | 8.54% | $2.82 |
 RHM.DE | 0.02% | 0.43% | $5.7 |
 MSFT | 0.01% | 0.77% | $3 |
 SAABB.ST | 0.01% | 0.28% | $1.6 |
 ADS.DE | 0.01% | 1.32% | $0.7 |
 META | 0% | 0.35% | $1 |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 7.7/10
Beta
1.1
1.1
0
0.8
1.2
0
2
Sharpe Ratio
0.94
0.94
0
0.5
1
1.5
1.5
Sortino Ratio
1.81
1.81
0
1
2
3
3
Jensen's Alpha
13.84
13.84
-2
0
2
14
14
Omega Ratio
1.68
1.68
0
1
1.5
2.5
2.5
Treynor Ratio
1.99
1.99
0
0.75
1.25
2
2
Information Ratio
0.63
0.63
0
0.3
0.6
1
1
Calmar Ratio
0.65
0.65
0
0.3
0.6
1
1
Beta
1.1
1.1
0
0.8
1.2
0
2
Sharpe Ratio
0.94
0.94
0
0.5
1
1.5
1.5
Sortino Ratio
1.81
1.81
0
1
2
3
3
Jensen's Alpha
13.84
13.84
-2
0
2
14
14
Omega Ratio
1.68
1.68
0
1
1.5
2.5
2.5
Treynor Ratio
1.99
1.99
0
0.75
1.25
2
2
Information Ratio
0.63
0.63
0
0.3
0.6
1
1
Calmar Ratio
0.65
0.65
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
28.19
High:RHM.DE
100.5RHM.DELow:
ETL.PA
-1.35ETL.PADetails
PEG Ratio
142.89
High:LDO.MI
546.6LDO.MILow:HOLN.ZU
0.65HOLN.ZUDetails
Price/Book
5
High:NVDA
36.4NVDALow:ETL.PA
0.56ETL.PADetails
Price/Sales
6.31
High:NVDA
23.3NVDALow:ALV.DE
0.77ALV.DEDetails
Price/CF
24.06
High:RHM.DE
91.83RHM.DELow:BMA
0.79BMADetails
Price/FCF
40.78
High:RHM.DE
5,198.92RHM.DELow:BMA
0.86BMADetails
P/E Ratio
28.19
High:RHM.DE
100.5RHM.DELow:ETL.PA
-1.35ETL.PADetails
PEG Ratio
142.89
High:LDO.MI
546.6LDO.MILow:HOLN.ZU
0.65HOLN.ZUDetails
Price/Book
5
High:NVDA
36.4NVDALow:ETL.PA
0.56ETL.PADetails
Price/Sales
6.31
High:NVDA
23.3NVDALow:ALV.DE
0.77ALV.DEDetails
Price/CF
24.06
High:RHM.DE
91.83RHM.DELow:BMA
0.79BMADetails
Price/FCF
40.78
High:RHM.DE
5,198.92RHM.DELow:BMA
0.86BMADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-57.48% | Nov 2013 | Aug 2017 | 45 |
-42.32% | Sep 2021 | Mar 2024 | 30 |
-36.21% | Feb 2018 | Nov 2020 | 33 |
-8.3% | Apr 2024 | Sep 2024 | 5 |
-8.22% | Oct 2025 | - | 4 |
-5.83% | Sep 2017 | Dec 2017 | 3 |
-5.21% | Jun 2021 | Aug 2021 | 2 |
-5.03% | Dec 2024 | Jan 2025 | 1 |