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+16.83%
This Month
+0.3%
Year To Date
+158.23%
2 Years
+151.28%
5 Years
+242.11%
10 Years
+24.24%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs23.46%
- 🚗 Consumer Durables21.38%
- 💻 Electronic Technology11.27%
- 💰 Finance9.42%
- 🪙 Cryptocurrencies9.07%
- 🛍️ Retail Trade8.91%
- 🏥 Health Services6.98%
- 🪨 Non Energy Minerals3.98%
- 🌾 Commodities3.5%
- 💵 Cash2.19%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq40.62%
- 🇫🇷 Euronext Paris16.02%
- 🇩🇪 FRA14.78%
- 🇺🇸 NYSE10.96%
- 🌍 Digital Currency9.07%
- 🌍 Commodity3.5%
- 🇺🇸 Chicago Board Options Exchange3.03%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States31.14%
- 🇩🇪 Germany14.78%
- 🇫🇷 France9.42%
- 🇳🇱 Netherlands6.6%
Dividends
Dividend Yield
2.28%
6 out of 13 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $STLAP.PA (9.24%)
Performance Metrics
Score 7/10
Beta
0.61
0.61
0
0.8
1.2
0
2
Sharpe Ratio
0.53
0.53
0
0.5
1
1.5
1.5
Sortino Ratio
1.74
1.74
0
1
2
3
3
Jensen's Alpha
14.84
14.84
-2
0
2
15
15
Omega Ratio
1.32
1.32
0
1
1.5
2.5
2.5
Treynor Ratio
2.95
2.95
0
0.75
1.25
3
3
Information Ratio
0.23
0.23
0
0.3
0.6
1
1
Calmar Ratio
0.5
0.5
0
0.3
0.6
1
1
Beta
0.61
0.61
0
0.8
1.2
0
2
Sharpe Ratio
0.53
0.53
0
0.5
1
1.5
1.5
Sortino Ratio
1.74
1.74
0
1
2
3
3
Jensen's Alpha
14.84
14.84
-2
0
2
15
15
Omega Ratio
1.32
1.32
0
1
1.5
2.5
2.5
Treynor Ratio
2.95
2.95
0
0.75
1.25
3
3
Information Ratio
0.23
0.23
0
0.3
0.6
1
1
Calmar Ratio
0.5
0.5
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
42.52
High:
NVDA
41.22NVDALow:
CLF.US
-3.4CLF.USDetails
PEG Ratio
97.27
High:
AMZN
119.5AMZNLow:NVDA
62.34NVDADetails
Price/Book
8.52
High:NVDA
31.22NVDALow:
VOW3.DE
0.26VOW3.DEDetails
Price/Sales
4.67
High:NVDA
22.86NVDALow:
STLAP.PA
0.14STLAP.PADetails
Price/CF
27.34
High:NVDA
44.64NVDALow:VOW3.DE
3.46VOW3.DEDetails
Price/FCF
63.97
High:AMZN
325.85AMZNLow:
BNP.PA
7.32BNP.PADetails
P/E Ratio
42.52
High:NVDA
41.22NVDALow:CLF.US
-3.4CLF.USDetails
PEG Ratio
97.27
High:AMZN
119.5AMZNLow:NVDA
62.34NVDADetails
Price/Book
8.52
High:NVDA
31.22NVDALow:VOW3.DE
0.26VOW3.DEDetails
Price/Sales
4.67
High:NVDA
22.86NVDALow:STLAP.PA
0.14STLAP.PADetails
Price/CF
27.34
High:NVDA
44.64NVDALow:VOW3.DE
3.46VOW3.DEDetails
Price/FCF
63.97
High:AMZN
325.85AMZNLow:BNP.PA
7.32BNP.PADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-39.74% | Feb 2021 | Dec 2024 | 46 |
-14.15% | Jan 2026 | May 2026 | 3 |
-5.39% | Sep 2020 | Jan 2021 | 4 |
-1.22% | May 2025 | Jun 2025 | 1 |
-0.71% | Nov 2025 | Dec 2025 | 1 |
-0.53% | Aug 2025 | Sep 2025 | 1 |