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+0.3%
Today
+2.5%
This Month
+14.02%
Year To Date
+33.52%
2 Years
+145.55%
5 Years
+14.63%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs49.19%
- 💰 Finance13.19%
- 🖥️ Technology Services12.54%
- 💻 Electronic Technology5.99%
- 🪙 Cryptocurrencies5.4%
- 🚚 Transportation5.3%
- ⚡ Utilities4.96%
- 🛍️ Retail Trade2.68%
- 📡 Communications0.37%
- 🪨 Non Energy Minerals0.36%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE55.02%
- 🇺🇸 Nasdaq25.76%
- 🇫🇷 Euronext Paris8.51%
- 🌍 Digital Currency5.4%
- 🇩🇰 Copenhagen Stock Exchange5.3%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States29.17%
- 🇫🇷 France8.51%
- 🇩🇰 Denmark5.3%
Dividends
Dividend Yield
1.82%
15 out of 19 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $MAERSKB.CO (8.63%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 SPY | 0.46% | 1.21% | - |
 MAERSKB.CO | 0.46% | 8.63% | $515 |
 ENGI.PA | 0.37% | 7.55% | $1.43 |
 BNP.PA | 0.13% | 6.16% | $4.6 |
 ACA.PA | 0.1% | 6.81% | $1.05 |
 DJP | 0.09% | 3.69% | - |
 BAC | 0.08% | 2.19% | $0.96 |
 SOXX | 0.03% | 0.72% | - |
 MSFT | 0.02% | 0.65% | $3 |
 VUG | 0.02% | 0.47% | - |
 META | 0.02% | 0.29% | $1 |
 GOOG | 0.01% | 0.42% | $0.2 |
 T | 0.01% | 4.06% | $1.11 |
 NEM | 0.01% | 1.67% | $1.3 |
 NVDA | 0% | 0.02% | $0.02 |
Performance Metrics
Score 6.5/10
Beta
0.69
0.69
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
4.4
4.4
-2
0
2
5
5
Omega Ratio
1.04
1.04
0
1
1.5
2.5
2.5
Treynor Ratio
1.5
1.5
0
0.75
1.25
2
2
Information Ratio
0.05
0.05
0
0.3
0.6
1
1
Calmar Ratio
0.89
0.89
0
0.3
0.6
1
1
Beta
0.69
0.69
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
4.4
4.4
-2
0
2
5
5
Omega Ratio
1.04
1.04
0
1
1.5
2.5
2.5
Treynor Ratio
1.5
1.5
0
0.75
1.25
2
2
Information Ratio
0.05
0.05
0
0.3
0.6
1
1
Calmar Ratio
0.89
0.89
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
31.09
High:
NVDA
55.54NVDALow:
MAERSKB.CO
4.16MAERSKB.CODetails
PEG Ratio
74.04
High:
MSFT
325.82MSFTLow:MAERSKB.CO
1.17MAERSKB.CODetails
Price/Book
7.6
High:NVDA
50.15NVDALow:MAERSKB.CO
0.53MAERSKB.CODetails
Price/Sales
7.52
High:NVDA
28.57NVDALow:
ACA.PA
0.47ACA.PADetails
Price/CF
19.89
High:
BRK.B
37.15BRK.BLow:ACA.PA
0.96ACA.PADetails
Price/FCF
36.87
High:
AMZN
98.68AMZNLow:ACA.PA
0.99ACA.PADetails
P/E Ratio
31.09
High:NVDA
55.54NVDALow:MAERSKB.CO
4.16MAERSKB.CODetails
PEG Ratio
74.04
High:MSFT
325.82MSFTLow:MAERSKB.CO
1.17MAERSKB.CODetails
Price/Book
7.6
High:NVDA
50.15NVDALow:MAERSKB.CO
0.53MAERSKB.CODetails
Price/Sales
7.52
High:NVDA
28.57NVDALow:ACA.PA
0.47ACA.PADetails
Price/CF
19.89
High:BRK.B
37.15BRK.BLow:ACA.PA
0.96ACA.PADetails
Price/FCF
36.87
High:AMZN
98.68AMZNLow:ACA.PA
0.99ACA.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 |