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+8.41%
This Month
-8.29%
Year To Date
+19.68%
2 Years
+22.5%
5 Years
+22.5%
10 Years
+11.71%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies37.75%
- 🖥️ Technology Services30.72%
- 💻 Electronic Technology14.07%
- 🪨 Non Energy Minerals3.7%
- 🛍️ Retail Trade2.59%
- 🧬 Health Technology2.18%
- 🚗 Consumer Durables1.9%
- 💼 Commercial Services1.83%
- ⛏️ Energy Minerals1.1%
- 💇♀️ Consumer Services1.08%
- 📊 ETFs0.83%
- 🚚 Transportation0.71%
- 💰 Finance0.66%
- 🧩 Miscellaneous0.51%
- ⚡ Utilities0.37%
- 💵 Cash0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq42.67%
- 🌍 Digital Currency37.75%
- 🇺🇸 NYSE15.37%
- 🇩🇪 FRA2.24%
- 🇭🇰 Hong Kong Exchanges0.68%
- 🇫🇷 Euronext Paris0.66%
- 🇮🇹 Borsa Italiana0.61%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States42.83%
- 🇩🇪 Germany2.91%
- 🇨🇦 Canada2.62%
- 🇳🇱 Netherlands2.29%
- 🇹🇼 Taiwan2.12%
- 🇮🇹 Italy1.9%
- 🇺🇾 Uruguay1.78%
- 🇨🇳 China1.49%
- 🇪🇸 Spain0.97%
- 🇸🇬 Singapore0.71%
- 🇫🇷 France0.66%
- 🇱🇺 Luxembourg0.61%
- 🇲🇽 Mexico0.51%
Dividends
Dividend Yield
0.4%
21 out of 36 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $RF.PA (6.64%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 MSFT | 0.09% | 0.91% | $3 |
 RF.PA | 0.04% | 6.64% | $2.42 |
 META | 0.04% | 0.33% | $1 |
 GRFS | 0.03% | 2.94% | - |
 CRM | 0.03% | 1% | $0.4 |
 RACE | 0.02% | 1.13% | $2.64 |
 TEN.MI | 0.02% | 3.05% | $0.55 |
 DIS | 0.02% | 1.56% | $0.75 |
 SU | 0.02% | 2.67% | $1.59 |
 TSM | 0.02% | 0.72% | $1.74 |
 CM | 0.01% | 2.62% | $2.6 |
 NVDA | 0.01% | 0.14% | $0.02 |
 SRE | 0.01% | 2.9% | $2.43 |
 ASML | 0.01% | 0.42% | $5.57 |
 SAP | 0.01% | 1.38% | $1.73 |
 PYPL | 0.01% | 0.76% | - |
 BABA | 0.01% | 0.89% | $0.98 |
 TFPM | 0.01% | 0.8% | $0.21 |
 NEM | 0.01% | 1.09% | $1.3 |
 GOOGL | 0.01% | 0.24% | $0.2 |
 VSNT | 0% | -2.07% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
CM | Pay Day | Jul 28, 2026 | $0.77 |
Performance Metrics
Score 4.4/10
Beta
0.64
0.64
0
0.8
1.2
0
2
Sharpe Ratio
0.51
0.51
0
0.5
1
1.5
1.5
Sortino Ratio
0.91
0.91
0
1
2
3
3
Jensen's Alpha
-0.71
-0.71
-2
0
2
4.5
4.5
Omega Ratio
0.75
0.75
0
1
1.5
2.5
2.5
Treynor Ratio
1.06
1.06
0
0.75
1.25
2
2
Information Ratio
-0.39
-0.39
-1
0.3
0.6
1
1
Calmar Ratio
0.62
0.62
0
0.3
0.6
1
1
Beta
0.64
0.64
0
0.8
1.2
0
2
Sharpe Ratio
0.51
0.51
0
0.5
1
1.5
1.5
Sortino Ratio
0.91
0.91
0
1
2
3
3
Jensen's Alpha
-0.71
-0.71
-2
0
2
4.5
4.5
Omega Ratio
0.75
0.75
0
1
1.5
2.5
2.5
Treynor Ratio
1.06
1.06
0
0.75
1.25
2
2
Information Ratio
-0.39
-0.39
-1
0.3
0.6
1
1
Calmar Ratio
0.62
0.62
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
27.4
High:
CORT
262.51CORTLow:
SA
-53.35SADetails
PEG Ratio
147.63
High:META
401.05METALow:RF.PA
-439.27RF.PADetails
Price/Book
10.31
High:
RBLX
91.71RBLXLow:RF.PA
0.43RF.PADetails
Price/Sales
11.35
High:NVDA
20.3NVDALow:SA
-SADetails
Price/CF
20.49
High:
GRAB
160.94GRABLow:
TMV.DE
3.45TMV.DEDetails
Price/FCF
45.57
High:GRAB
1,625.54GRABLow:TMV.DE
3.55TMV.DEDetails
P/E Ratio
27.4
High:CORT
262.51CORTLow:SA
-53.35SADetails
PEG Ratio
147.63
High:META
401.05METALow:RF.PA
-439.27RF.PADetails
Price/Book
10.31
High:RBLX
91.71RBLXLow:RF.PA
0.43RF.PADetails
Price/Sales
11.35
High:NVDA
20.3NVDALow:SA
-SADetails
Price/CF
20.49
High:GRAB
160.94GRABLow:TMV.DE
3.45TMV.DEDetails
Price/FCF
45.57
High:GRAB
1,625.54GRABLow:TMV.DE
3.55TMV.DEDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-21.17% | Jul 2025 | - | 13 |
-5.92% | Mar 2025 | May 2025 | 2 |
-3.43% | Jul 2024 | Sep 2024 | 2 |
-0.58% | Apr 2024 | May 2024 | 1 |
-0.36% | Jan 2025 | Feb 2025 | 1 |