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+10.16%
This Month
+7.44%
Year To Date
+43.99%
2 Years
+107.09%
5 Years
+159.37%
10 Years
+15.58%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🧩 Miscellaneous34.08%
- 💰 Finance16.09%
- 📊 ETFs14.79%
- 🖥️ Technology Services11.56%
- ⚡ Utilities5.75%
- 💻 Electronic Technology5.69%
- 🚚 Transportation4.72%
- 🪙 Cryptocurrencies3.78%
- 🛍️ Retail Trade2.46%
- 🪨 Non Energy Minerals0.59%
- 💵 Cash0.31%
- 📡 Communications0.28%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE55.98%
- 🇺🇸 Nasdaq26.4%
- 🇫🇷 Euronext Paris8.9%
- 🇩🇰 Copenhagen Stock Exchange4.72%
- 🌍 Digital Currency3.78%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States30.88%
- 🇫🇷 France8.9%
- 🇩🇰 Denmark4.72%
Dividends
Dividend Yield
1.1%
13 out of 21 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $ACA.PA (6.43%)
Dividend Yield Breakdown
Performance Metrics
Score 6.4/10
Beta
0.7
0.7
0
0.8
1.2
0
2
Sharpe Ratio
0.72
0.72
0
0.5
1
1.5
1.5
Sortino Ratio
1.09
1.09
0
1
2
3
3
Jensen's Alpha
4.2
4.2
-2
0
2
5
5
Omega Ratio
1.05
1.05
0
1
1.5
2.5
2.5
Treynor Ratio
1.42
1.42
0
0.75
1.25
2
2
Information Ratio
0.06
0.06
0
0.3
0.6
1
1
Calmar Ratio
0.88
0.88
0
0.3
0.6
1
1
Beta
0.7
0.7
0
0.8
1.2
0
2
Sharpe Ratio
0.72
0.72
0
0.5
1
1.5
1.5
Sortino Ratio
1.09
1.09
0
1
2
3
3
Jensen's Alpha
4.2
4.2
-2
0
2
5
5
Omega Ratio
1.05
1.05
0
1
1.5
2.5
2.5
Treynor Ratio
1.42
1.42
0
0.75
1.25
2
2
Information Ratio
0.06
0.06
0
0.3
0.6
1
1
Calmar Ratio
0.88
0.88
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
29.29
High:
NVDA
41.22NVDALow:
ACA.PA
7.85ACA.PADetails
PEG Ratio
85.23
High:
JPM
602.25JPMLow:
T
8.22TDetails
Price/Book
6.25
High:NVDA
31.22NVDALow:
MAERSKB.CO
0.62MAERSKB.CODetails
Price/Sales
7.22
High:NVDA
22.86NVDALow:ACA.PA
0.53ACA.PADetails
Price/CF
23.84
High:
ENGI.PA
216.75ENGI.PALow:ACA.PA
1.02ACA.PADetails
Price/FCF
50.75
High:
AMZN
325.85AMZNLow:ACA.PA
1.05ACA.PADetails
P/E Ratio
29.29
High:NVDA
41.22NVDALow:ACA.PA
7.85ACA.PADetails
PEG Ratio
85.23
High:JPM
602.25JPMLow:T
8.22TDetails
Price/Book
6.25
High:NVDA
31.22NVDALow:MAERSKB.CO
0.62MAERSKB.CODetails
Price/Sales
7.22
High:NVDA
22.86NVDALow:ACA.PA
0.53ACA.PADetails
Price/CF
23.84
High:ENGI.PA
216.75ENGI.PALow:ACA.PA
1.02ACA.PADetails
Price/FCF
50.75
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 |
-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 |