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+0.7%
This Month
+10.69%
Year To Date
+42.08%
2 Years
+141.26%
5 Years
+167.2%
10 Years
+15.47%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🧩 Miscellaneous34.57%
- 💰 Finance17.27%
- 📊 ETFs14.98%
- 🖥️ Technology Services10.79%
- 💻 Electronic Technology5.64%
- ⚡ Utilities5.32%
- 🚚 Transportation5.22%
- 🪙 Cryptocurrencies3.12%
- 🛍️ Retail Trade2.2%
- 🪨 Non Energy Minerals0.45%
- 💵 Cash0.31%
- 📡 Communications0.24%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE56.22%
- 🇺🇸 Nasdaq26.43%
- 🇫🇷 Euronext Paris8.79%
- 🇩🇰 Copenhagen Stock Exchange5.22%
- 🌍 Digital Currency3.12%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States30.57%
- 🇫🇷 France8.79%
- 🇩🇰 Denmark5.22%
Dividends
Dividend Yield
1.07%
13 out of 21 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $ACA.PA (6.2%)
Dividend Yield Breakdown
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 JPM | Pay Day | Jul 31, 2026 | $1.50 |
Performance Metrics
Score 6.7/10
Beta
0.71
0.71
0
0.8
1.2
0
2
Sharpe Ratio
0.79
0.79
0
0.5
1
1.5
1.5
Sortino Ratio
1.23
1.23
0
1
2
3
3
Jensen's Alpha
4.46
4.46
-2
0
2
5
5
Omega Ratio
1.05
1.05
0
1
1.5
2.5
2.5
Treynor Ratio
1.56
1.56
0
0.75
1.25
2
2
Information Ratio
0.06
0.06
0
0.3
0.6
1
1
Calmar Ratio
0.97
0.97
0
0.3
0.6
1
1
Beta
0.71
0.71
0
0.8
1.2
0
2
Sharpe Ratio
0.79
0.79
0
0.5
1
1.5
1.5
Sortino Ratio
1.23
1.23
0
1
2
3
3
Jensen's Alpha
4.46
4.46
-2
0
2
5
5
Omega Ratio
1.05
1.05
0
1
1.5
2.5
2.5
Treynor Ratio
1.56
1.56
0
0.75
1.25
2
2
Information Ratio
0.06
0.06
0
0.3
0.6
1
1
Calmar Ratio
0.97
0.97
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
25.22
High:
NVDA
32.31NVDALow:
T.US
7.09T.USDetails
PEG Ratio
116.85
High:JPM
653.32JPMLow:T.US
8.53T.USDetails
Price/Book
5.79
High:NVDA
26.14NVDALow:
MAERSKB.CO
0.65MAERSKB.CODetails
Price/Sales
6.99
High:NVDA
20.3NVDALow:
ACA.PA
0.55ACA.PADetails
Price/CF
20.36
High:
ENGI.PA
216.75ENGI.PALow:ACA.PA
1.02ACA.PADetails
Price/FCF
41.95
High:
AMZN
325.85AMZNLow:ACA.PA
1.05ACA.PADetails
P/E Ratio
25.22
High:NVDA
32.31NVDALow:T.US
7.09T.USDetails
PEG Ratio
116.85
High:JPM
653.32JPMLow:T.US
8.53T.USDetails
Price/Book
5.79
High:NVDA
26.14NVDALow:MAERSKB.CO
0.65MAERSKB.CODetails
Price/Sales
6.99
High:NVDA
20.3NVDALow:ACA.PA
0.55ACA.PADetails
Price/CF
20.36
High:ENGI.PA
216.75ENGI.PALow:ACA.PA
1.02ACA.PADetails
Price/FCF
41.95
High:AMZN
325.85AMZNLow:ACA.PA
1.05ACA.PADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-16.09% | Jun 2022 | Jun 2023 | 12 |
-16.02% | Jan 2020 | Nov 2020 | 10 |
-12.55% | May 2021 | Oct 2021 | 5 |
-5.88% | Aug 2023 | Dec 2023 | 4 |
-5.82% | Feb 2026 | Apr 2026 | 2 |
-5.02% | Mar 2025 | May 2025 | 2 |
-2.02% | Jun 2026 | - | 2 |
-0.75% | Nov 2025 | Dec 2025 | 1 |
-0.53% | Jun 2024 | Aug 2024 | 2 |
-0.36% | Oct 2024 | Nov 2024 | 1 |
-0.26% | Dec 2024 | Jan 2025 | 1 |
-0.21% | Apr 2024 | May 2024 | 1 |