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+0.71%
This Month
+23.42%
Year To Date
+41.59%
2 Years
+112.48%
5 Years
+140.04%
10 Years
+15.04%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs49.24%
- 💰 Finance13.88%
- 🖥️ Technology Services12.6%
- 💻 Electronic Technology5.53%
- 🪙 Cryptocurrencies4.99%
- ⚡ Utilities4.8%
- 🚚 Transportation4.7%
- 🛍️ Retail Trade2.36%
- 💵 Cash1.5%
- 🪨 Non Energy Minerals0.48%
- 📡 Communications0.3%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE55.88%
- 🇺🇸 Nasdaq25.38%
- 🇫🇷 Euronext Paris7.93%
- 🌍 Digital Currency4.99%
- 🇩🇰 Copenhagen Stock Exchange4.7%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States29.74%
- 🇫🇷 France7.93%
- 🇩🇰 Denmark4.7%
Dividends
Dividend Yield
1.07%
12 out of 21 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $MAERSKB.CO (8.47%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 MSFT | Pay Day | Dec 11, 2025 | $0.91 |
Performance Metrics
Score 6.6/10
Beta
0.69
0.69
0
0.8
1.2
0
2
Sharpe Ratio
0.77
0.77
0
0.5
1
1.5
1.5
Sortino Ratio
1.18
1.18
0
1
2
3
3
Jensen's Alpha
4.28
4.28
-2
0
2
5
5
Omega Ratio
1.02
1.02
0
1
1.5
2.5
2.5
Treynor Ratio
1.56
1.56
0
0.75
1.25
2
2
Information Ratio
0.02
0.02
0
0.3
0.6
1
1
Calmar Ratio
0.94
0.94
0
0.3
0.6
1
1
Beta
0.69
0.69
0
0.8
1.2
0
2
Sharpe Ratio
0.77
0.77
0
0.5
1
1.5
1.5
Sortino Ratio
1.18
1.18
0
1
2
3
3
Jensen's Alpha
4.28
4.28
-2
0
2
5
5
Omega Ratio
1.02
1.02
0
1
1.5
2.5
2.5
Treynor Ratio
1.56
1.56
0
0.75
1.25
2
2
Information Ratio
0.02
0.02
0
0.3
0.6
1
1
Calmar Ratio
0.94
0.94
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
31.08
High:
NVDA
45.42NVDALow:
MAERSKB.CO
6.16MAERSKB.CODetails
PEG Ratio
195.15
High:
ENGI.PA
638.25ENGI.PALow:
NEM
2.71NEMDetails
Price/Book
7.11
High:NVDA
37.49NVDALow:MAERSKB.CO
0.55MAERSKB.CODetails
Price/Sales
7.59
High:NVDA
23.99NVDALow:
ACA.PA
0.52ACA.PADetails
Price/CF
23.91
High:ENGI.PA
216.75ENGI.PALow:ACA.PA
0.94ACA.PADetails
Price/FCF
49.02
High:
AMZN
225.5AMZNLow:ACA.PA
0.96ACA.PADetails
P/E Ratio
31.08
High:NVDA
45.42NVDALow:MAERSKB.CO
6.16MAERSKB.CODetails
PEG Ratio
195.15
High:ENGI.PA
638.25ENGI.PALow:NEM
2.71NEMDetails
Price/Book
7.11
High:NVDA
37.49NVDALow:MAERSKB.CO
0.55MAERSKB.CODetails
Price/Sales
7.59
High:NVDA
23.99NVDALow:ACA.PA
0.52ACA.PADetails
Price/CF
23.91
High:ENGI.PA
216.75ENGI.PALow:ACA.PA
0.94ACA.PADetails
Price/FCF
49.02
High:AMZN
225.5AMZNLow:ACA.PA
0.96ACA.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 |
-5.02% | Mar 2025 | May 2025 | 2 |
-0.75% | Nov 2025 | - | 2 |
-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 |