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0%
This Month
+17.29%
Year To Date
+63.42%
2 Years
+120.83%
5 Years
+231.26%
10 Years
+18.91%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services24.64%
- 📊 ETFs20.22%
- 💰 Finance18.48%
- 🚗 Consumer Durables7.57%
- 💻 Electronic Technology6.77%
- 🧬 Health Technology6.18%
- 🛍️ Retail Trade5.85%
- 📡 Communications4.91%
- 💵 Cash2.97%
- 👥 Copy Trading0.89%
- 🛠️ Producer Manufacturing0.47%
- 🚚 Transportation0.46%
- 🏥 Health Services0.3%
- ⛏️ Energy Minerals0.28%
- 💇♀️ Consumer Services0.16%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq44.42%
- 🇺🇸 NYSE33.64%
- 🇮🇹 Borsa Italiana7.58%
- 🇫🇷 Euronext Paris6.44%
- 🇩🇪 FRA4.3%
- 🇳🇴 Oslo Stock Exchange0.46%
- 🇺🇸 OTC Markets Stock Exchange0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States55.64%
- 🇮🇹 Italy6.47%
- 🇫🇷 France5.33%
- 🇩🇪 Germany4.62%
- 🇳🇱 Netherlands3.99%
- 🇳🇴 Norway0.46%
- 🇨🇦 Canada0.1%
Dividends
Dividend Yield
1.3%
25 out of 44 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $IEP (25.67%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 VZ | 0.19% | 5.97% | $2.66 |
 BMPS.MI | 0.12% | 7.4% | $0.25 |
 BNP.PA | 0.1% | 4.71% | $4.6 |
 ACA.PA | 0.09% | 5.86% | $1.05 |
 BAMI.MI | 0.07% | 6.33% | $0.56 |
 IEP | 0.07% | 25.67% | $4 |
 ISP.MI | 0.07% | 5.73% | $0.3 |
 BPE.MI | 0.07% | 4.69% | $0.3 |
 VOW3.DE | 0.06% | 7.04% | $9.06 |
 DTE.DE | 0.06% | 3.73% | $0.77 |
 MSFT | 0.06% | 0.78% | $3 |
 NAS.OL | 0.06% | 13.05% | - |
 HPQ | 0.04% | 4.4% | $1.1 |
 DBK.DE | 0.04% | 3.14% | $0.45 |
 MBG.DE | 0.04% | 7.52% | $5.3 |
 UCG.MI | 0.04% | 3.56% | $1.8 |
 GLE.PA | 0.02% | 1.98% | $0.9 |
 AAPL | 0.02% | 0.34% | $0.97 |
 META | 0.02% | 0.38% | $1 |
 F | 0.01% | 4.09% | $0.78 |
 GOOGL | 0.01% | 0.24% | $0.2 |
 GOOG | 0.01% | 0.24% | $0.2 |
 SBUX | 0% | 2.35% | $2.24 |
 POWI | 0% | 1.4% | $0.79 |
 mFinancier-YZSFP | 0% | 0.12% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 7.1/10
Beta
0.77
0.77
0
0.8
1.2
0
2
Sharpe Ratio
0.92
0.92
0
0.5
1
1.5
1.5
Sortino Ratio
1.73
1.73
0
1
2
3
3
Jensen's Alpha
5.81
5.81
-2
0
2
6
6
Omega Ratio
1.2
1.2
0
1
1.5
2.5
2.5
Treynor Ratio
1.7
1.7
0
0.75
1.25
2
2
Information Ratio
0.22
0.22
0
0.3
0.6
1
1
Calmar Ratio
0.74
0.74
0
0.3
0.6
1
1
Beta
0.77
0.77
0
0.8
1.2
0
2
Sharpe Ratio
0.92
0.92
0
0.5
1
1.5
1.5
Sortino Ratio
1.73
1.73
0
1
2
3
3
Jensen's Alpha
5.81
5.81
-2
0
2
6
6
Omega Ratio
1.2
1.2
0
1
1.5
2.5
2.5
Treynor Ratio
1.7
1.7
0
0.75
1.25
2
2
Information Ratio
0.22
0.22
0
0.3
0.6
1
1
Calmar Ratio
0.74
0.74
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
27.21
High:
TSLA
372.52TSLALow:
NVAX
-15.61NVAXDetails
PEG Ratio
124.11
High:META
401.05METALow:IEP
-21.13IEPDetails
Price/Book
6.88
High:
OCGN
85.66OCGNLow:HPQ
-153.8HPQDetails
Price/Sales
6.36
High:OCGN
107.84OCGNLow:
DMKPQ
-DMKPQDetails
Price/CF
17.91
High:NVAX
147.06NVAXLow:GLE.PA
0.69GLE.PADetails
Price/FCF
47.57
High:SBUX
1,256.06SBUXLow:ACA.PA
1.05ACA.PADetails
P/E Ratio
27.21
High:TSLA
372.52TSLALow:NVAX
-15.61NVAXDetails
PEG Ratio
124.11
High:META
401.05METALow:IEP
-21.13IEPDetails
Price/Book
6.88
High:OCGN
85.66OCGNLow:HPQ
-153.8HPQDetails
Price/Sales
6.36
High:OCGN
107.84OCGNLow:DMKPQ
-DMKPQDetails
Price/CF
17.91
High:NVAX
147.06NVAXLow:GLE.PA
0.69GLE.PADetails
Price/FCF
47.57
High:SBUX
1,256.06SBUXLow:ACA.PA
1.05ACA.PADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-24.96% | Jan 2022 | Jul 2023 | 18 |
-8.56% | Aug 2023 | Dec 2023 | 4 |
-6.33% | Dec 2019 | Nov 2020 | 11 |
-5.94% | Apr 2024 | May 2024 | 1 |
-5.64% | Feb 2026 | Apr 2026 | 2 |
-4.54% | Sep 2021 | Oct 2021 | 1 |
-4.42% | Jun 2026 | - | 2 |
-3.01% | Mar 2025 | May 2025 | 2 |
-2.07% | May 2021 | Jun 2021 | 1 |
-1.49% | Oct 2024 | Nov 2024 | 1 |
-1.17% | Jun 2024 | Sep 2024 | 3 |
-0.56% | Jul 2025 | Aug 2025 | 1 |
-0.5% | Dec 2024 | Jan 2025 | 1 |
-0.19% | Jan 2024 | Feb 2024 | 1 |
-0.06% | Nov 2025 | Jan 2026 | 2 |
-0.03% | Oct 2019 | Nov 2019 | 1 |