Loading...
+1.13%
This Month
+17.13%
Year To Date
+44.92%
2 Years
+132.31%
5 Years
+127.82%
10 Years
+14.71%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs48.8%
- 💰 Finance14.34%
- 🖥️ Technology Services13.26%
- 💻 Electronic Technology5.59%
- 🚚 Transportation5.31%
- 🪙 Cryptocurrencies4.89%
- ⚡ Utilities4.31%
- 🛍️ Retail Trade2.65%
- 🪨 Non Energy Minerals0.45%
- 📡 Communications0.39%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE56.21%
- 🇺🇸 Nasdaq25.89%
- 🇫🇷 Euronext Paris7.71%
- 🇩🇰 Copenhagen Stock Exchange5.31%
- 🌍 Digital Currency4.89%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States31.01%
- 🇫🇷 France7.71%
- 🇩🇰 Denmark5.31%
Dividends
Dividend Yield
1.75%
15 out of 19 instruments pay dividend.
6 dividend payments in the next 30 days.
Highest Dividend: $ENGI.PA (8.4%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 MAERSKB.CO | 0.44% | 8.31% | $515 |
 SPY | 0.44% | 1.16% | - |
 ENGI.PA | 0.36% | 8.4% | $1.43 |
 BNP.PA | 0.12% | 6.26% | $4.6 |
 ACA.PA | 0.1% | 7% | $1.05 |
 DJP | 0.08% | 3.69% | - |
 BAC | 0.08% | 2.14% | $0.96 |
 SOXX | 0.03% | 0.69% | - |
 MSFT | 0.02% | 0.67% | $3 |
 VUG | 0.02% | 0.45% | - |
 META | 0.02% | 0.27% | $1 |
 GOOG | 0.02% | 0.35% | $0.2 |
 T | 0.01% | 3.76% | $1.11 |
 NEM | 0.01% | 1.32% | $1.3 |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Performance Metrics
Score 6.5/10
Beta
0.69
0.69
0
0.8
1.2
0
2
Sharpe Ratio
0.74
0.74
0
0.5
1
1.5
1.5
Sortino Ratio
1.13
1.13
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
1.53
1.53
0
0.75
1.25
2
2
Information Ratio
0.03
0.03
0
0.3
0.6
1
1
Calmar Ratio
0.91
0.91
0
0.3
0.6
1
1
Beta
0.69
0.69
0
0.8
1.2
0
2
Sharpe Ratio
0.74
0.74
0
0.5
1
1.5
1.5
Sortino Ratio
1.13
1.13
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
1.53
1.53
0
0.75
1.25
2
2
Information Ratio
0.03
0.03
0
0.3
0.6
1
1
Calmar Ratio
0.91
0.91
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
30.35
High:
NVDA
48.86NVDALow:
MAERSKB.CO
4.47MAERSKB.CODetails
PEG Ratio
139.65
High:
T
1,906.16TLow:MAERSKB.CO
0.79MAERSKB.CODetails
Price/Book
6.97
High:NVDA
41.74NVDALow:MAERSKB.CO
0.58MAERSKB.CODetails
Price/Sales
7.28
High:NVDA
25.49NVDALow:
ACA.PA
0.48ACA.PADetails
Price/CF
24.1
High:
ENGI.PA
216.75ENGI.PALow:ACA.PA
0.94ACA.PADetails
Price/FCF
50.74
High:
AMZN
175.86AMZNLow:ACA.PA
0.96ACA.PADetails
P/E Ratio
30.35
High:NVDA
48.86NVDALow:MAERSKB.CO
4.47MAERSKB.CODetails
PEG Ratio
139.65
High:T
1,906.16TLow:MAERSKB.CO
0.79MAERSKB.CODetails
Price/Book
6.97
High:NVDA
41.74NVDALow:MAERSKB.CO
0.58MAERSKB.CODetails
Price/Sales
7.28
High:NVDA
25.49NVDALow:ACA.PA
0.48ACA.PADetails
Price/CF
24.1
High:ENGI.PA
216.75ENGI.PALow:ACA.PA
0.94ACA.PADetails
Price/FCF
50.74
High:AMZN
175.86AMZNLow: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 |
-0.53% | 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 |