Loading...
-2.37%
This Month
+0.22%
Year To Date
+22.86%
2 Years
+108.22%
5 Years
+108.22%
10 Years
+17.7%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs88.59%
- 💵 Cash3.54%
- 💰 Finance2.73%
- 🖥️ Technology Services2.18%
- 💻 Electronic Technology1.26%
- ⛏️ Energy Minerals1.25%
- 🍞 Consumer Non Durables0.88%
- 🛍️ Retail Trade0.63%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE50.82%
- 🇺🇸 Nasdaq31.04%
- 🇺🇸 Chicago Board Options Exchange13.53%
- 🇮🇹 Borsa Italiana1.25%
- 🇫🇷 Euronext Paris0.63%
- 🇨🇭 SIX0.26%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States6.79%
- 🇮🇹 Italy1.25%
- 🇫🇷 France0.63%
- 🇨🇭 Switzerland0.26%
Dividends
Dividend Yield
0.12%
7 out of 19 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $ENI.MI (5.17%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 7.6/10
Beta
0.83
0.83
0
0.8
1.2
0
2
Sharpe Ratio
0.91
0.91
0
0.5
1
1.5
1.5
Sortino Ratio
1.71
1.71
0
1
2
3
3
Jensen's Alpha
6.54
6.54
-2
0
2
7
7
Omega Ratio
1.66
1.66
0
1
1.5
2.5
2.5
Treynor Ratio
1.35
1.35
0
0.75
1.25
2
2
Information Ratio
0.59
0.59
0
0.3
0.6
1
1
Calmar Ratio
1.15
1.15
0
0.3
0.6
2
2
Beta
0.83
0.83
0
0.8
1.2
0
2
Sharpe Ratio
0.91
0.91
0
0.5
1
1.5
1.5
Sortino Ratio
1.71
1.71
0
1
2
3
3
Jensen's Alpha
6.54
6.54
-2
0
2
7
7
Omega Ratio
1.66
1.66
0
1
1.5
2.5
2.5
Treynor Ratio
1.35
1.35
0
0.75
1.25
2
2
Information Ratio
0.59
0.59
0
0.3
0.6
1
1
Calmar Ratio
1.15
1.15
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
24.85
High:
AAPL
33.37AAPLLow:
BRK.B
15.51BRK.BDetails
PEG Ratio
263.19
High:
ENI.MI
705.42ENI.MILow:
GOOG
82.16GOOGDetails
Price/Book
5.01
High:AAPL
43.97AAPLLow:
LOW
-14.58LOWDetails
Price/Sales
5.97
High:
MSFT
9.87MSFTLow:ENI.MI
0.74ENI.MIDetails
Price/CF
23.85
High:AAPL
29.89AAPLLow:ENI.MI
3.68ENI.MIDetails
Price/FCF
48.17
High:MSFT
69.19MSFTLow:LOW
29.87LOWDetails
P/E Ratio
24.85
High:AAPL
33.37AAPLLow:BRK.B
15.51BRK.BDetails
PEG Ratio
263.19
High:ENI.MI
705.42ENI.MILow:GOOG
82.16GOOGDetails
Price/Book
5.01
High:AAPL
43.97AAPLLow:LOW
-14.58LOWDetails
Price/Sales
5.97
High:MSFT
9.87MSFTLow:ENI.MI
0.74ENI.MIDetails
Price/CF
23.85
High:AAPL
29.89AAPLLow:ENI.MI
3.68ENI.MIDetails
Price/FCF
48.17
High:MSFT
69.19MSFTLow:LOW
29.87LOWDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-14.77% | Apr 2022 | Jan 2023 | 9 |
-7.22% | Aug 2021 | Oct 2021 | 2 |
-6.83% | Dec 2024 | Jun 2025 | 6 |
-6.13% | Aug 2023 | Nov 2023 | 3 |
-3.16% | Apr 2024 | May 2024 | 1 |
-2.82% | Oct 2024 | Nov 2024 | 1 |
-2.37% | Mar 2026 | - | 1 |
-2.21% | Jan 2022 | Mar 2022 | 2 |
-1.92% | Feb 2023 | Mar 2023 | 1 |