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+1.19%
This Month
+32.1%
Year To Date
+74.3%
2 Years
+178.69%
5 Years
+902.11%
10 Years
+13.9%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💰 Finance34.09%
- 🪙 Cryptocurrencies30.7%
- 💻 Electronic Technology25.51%
- 📊 ETFs4.82%
- 🖥️ Technology Services2.75%
- 🪨 Non Energy Minerals1.22%
- 🍞 Consumer Non Durables0.48%
- 💵 Cash0.33%
- 📡 Communications0.2%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency30.7%
- 🇺🇸 NYSE26.9%
- 🇺🇸 Nasdaq12.63%
- 🇮🇹 Borsa Italiana11.14%
- 🇫🇷 Euronext Paris9.09%
- 🇩🇪 FRA6.04%
- 🇸🇪 Stockholm Stock Exchange2.05%
- 🇨🇭 SIX1.22%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States34.31%
- 🇮🇹 Italy11.14%
- 🇳🇱 Netherlands8.89%
- 🇩🇪 Germany6.04%
- 🇸🇪 Sweden2.05%
- 🇨🇭 Switzerland1.22%
- 🇦🇷 Argentina0.39%
- 🇫🇷 France0.2%
Dividends
Dividend Yield
1.05%
17 out of 26 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $BMA (8.26%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 UCG.MI | 0.23% | 4.41% | $1.8 |
 ISP.MI | 0.18% | 6.34% | $0.3 |
 BAC | 0.1% | 2.01% | $0.96 |
 AIR.PA | 0.09% | 1.01% | $1.8 |
 C | 0.09% | 2.16% | $2.12 |
 BK | 0.08% | 1.77% | $1.68 |
 ALV.DE | 0.06% | 4.2% | $13.8 |
 CINF | 0.05% | 2.16% | $3.12 |
 HOLN.ZU | 0.05% | 4.16% | $2.8 |
 LDO.MI | 0.03% | 1.09% | $0.28 |
 BMA | 0.03% | 8.26% | $2.82 |
 RHM.DE | 0.02% | 0.53% | $5.7 |
 MSFT | 0.01% | 0.72% | $3 |
 SAABB.ST | 0.01% | 0.41% | $1.6 |
 ADS.DE | 0.01% | 1.21% | $0.7 |
 META | 0% | 0.31% | $1 |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
MSFT | Pay Day | Dec 11, 2025 | $0.91 |
Performance Metrics
Score 7.4/10
Beta
1.12
1.12
0
0.8
1.2
0
2
Sharpe Ratio
0.88
0.88
0
0.5
1
1.5
1.5
Sortino Ratio
1.68
1.68
0
1
2
3
3
Jensen's Alpha
12.94
12.94
-2
0
2
13
13
Omega Ratio
1.63
1.63
0
1
1.5
2.5
2.5
Treynor Ratio
1.86
1.86
0
0.75
1.25
2
2
Information Ratio
0.6
0.6
0
0.3
0.6
1
1
Calmar Ratio
0.61
0.61
0
0.3
0.6
1
1
Beta
1.12
1.12
0
0.8
1.2
0
2
Sharpe Ratio
0.88
0.88
0
0.5
1
1.5
1.5
Sortino Ratio
1.68
1.68
0
1
2
3
3
Jensen's Alpha
12.94
12.94
-2
0
2
13
13
Omega Ratio
1.63
1.63
0
1
1.5
2.5
2.5
Treynor Ratio
1.86
1.86
0
0.75
1.25
2
2
Information Ratio
0.6
0.6
0
0.3
0.6
1
1
Calmar Ratio
0.61
0.61
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
29
High:
RHM.DE
81.07RHM.DELow:
ETL.PA
-1.16ETL.PADetails
PEG Ratio
111.37
High:
META
474.63METALow:
HOLN.ZU
0.64HOLN.ZUDetails
Price/Book
5.12
High:
NVDA
37.49NVDALow:ETL.PA
0.48ETL.PADetails
Price/Sales
6.52
High:NVDA
23.99NVDALow:
ALV.DE
0.76ALV.DEDetails
Price/CF
24.91
High:RHM.DE
91.83RHM.DELow:
UCG.MI
1.86UCG.MIDetails
Price/FCF
41.44
High:RHM.DE
5,198.92RHM.DELow:ALV.DE
3.38ALV.DEDetails
P/E Ratio
29
High:RHM.DE
81.07RHM.DELow:ETL.PA
-1.16ETL.PADetails
PEG Ratio
111.37
High:META
474.63METALow:HOLN.ZU
0.64HOLN.ZUDetails
Price/Book
5.12
High:NVDA
37.49NVDALow:ETL.PA
0.48ETL.PADetails
Price/Sales
6.52
High:NVDA
23.99NVDALow:ALV.DE
0.76ALV.DEDetails
Price/CF
24.91
High:RHM.DE
91.83RHM.DELow:UCG.MI
1.86UCG.MIDetails
Price/FCF
41.44
High:RHM.DE
5,198.92RHM.DELow:ALV.DE
3.38ALV.DEDetails
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 |
-8.07% | Oct 2025 | - | 3 |
-5.83% | Sep 2017 | Dec 2017 | 3 |
-5.21% | Jun 2021 | Aug 2021 | 2 |
-5.03% | Dec 2024 | Jan 2025 | 1 |