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-0.54%
This Month
+42.17%
Year To Date
+57.84%
2 Years
+281.12%
5 Years
+378.67%
10 Years
+34.75%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💰 Finance30.57%
- ⛏️ Energy Minerals18.57%
- 💻 Electronic Technology16.92%
- ⚡ Utilities10.8%
- 🚗 Consumer Durables8.46%
- 📡 Communications5.35%
- 🛍️ Retail Trade3.09%
- 🛠️ Producer Manufacturing3%
- 💵 Cash2.36%
- 📊 ETFs1.83%
Exchanges Breakdown
- Exchange
- Total
- 🇮🇹 Borsa Italiana79.87%
- 🇬🇧 LSE5.35%
- 🇩🇪 FRA4.89%
- 🇫🇷 Euronext Paris3.57%
- 🇭🇰 Hong Kong Exchanges3.09%
- 🇺🇸 Chicago Board Options Exchange1.83%
Countries Breakdown
- Country
- Total
- 🇮🇹 Italy79.87%
- 🇬🇧 United Kingdom5.35%
- 🇩🇪 Germany4.89%
- 🇫🇷 France3.57%
- 🇭🇰 Hong Kong3.09%
Dividends
Dividend Yield
4.56%
10 out of 11 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $ISP.MI (6.38%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 INDA | Pay Day | Dec 20, 2025 | $0.00 |
Performance Metrics
Score 8/10
Beta
0.71
0.71
0
0.8
1.2
0
2
Sharpe Ratio
1.02
1.02
0
0.5
1
2
2
Sortino Ratio
1.87
1.87
0
1
2
3
3
Jensen's Alpha
19.23
19.23
-2
0
2
20
20
Omega Ratio
1.52
1.52
0
1
1.5
2.5
2.5
Treynor Ratio
3.42
3.42
0
0.75
1.25
4
4
Information Ratio
0.49
0.49
0
0.3
0.6
1
1
Calmar Ratio
1.03
1.03
0
0.3
0.6
2
2
Beta
0.71
0.71
0
0.8
1.2
0
2
Sharpe Ratio
1.02
1.02
0
0.5
1
2
2
Sortino Ratio
1.87
1.87
0
1
2
3
3
Jensen's Alpha
19.23
19.23
-2
0
2
20
20
Omega Ratio
1.52
1.52
0
1
1.5
2.5
2.5
Treynor Ratio
3.42
3.42
0
0.75
1.25
4
4
Information Ratio
0.49
0.49
0
0.3
0.6
1
1
Calmar Ratio
1.03
1.03
0
0.3
0.6
2
2
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
17.87
High:
00001.HK
28.1500001.HKLow:
VOD.L
-6.44VOD.LDetails
PEG Ratio
229.29
High:
LDO.MI
419.3LDO.MILow:
ENI.MI
129.34ENI.MIDetails
Price/Book
1.03
High:LDO.MI
2.93LDO.MILow:
VOW3.DE
0.3VOW3.DEDetails
Price/Sales
0.73
High:
AZM.MI
3.77AZM.MILow:VOW3.DE
0.15VOW3.DEDetails
Price/CF
3.74
High:LDO.MI
15.2LDO.MILow:VOD.L
1.85VOD.LDetails
Price/FCF
6.85
High:LDO.MI
46.68LDO.MILow:VOD.L
3.19VOD.LDetails
P/E Ratio
17.87
High:00001.HK
28.1500001.HKLow:VOD.L
-6.44VOD.LDetails
PEG Ratio
229.29
High:LDO.MI
419.3LDO.MILow:ENI.MI
129.34ENI.MIDetails
Price/Book
1.03
High:LDO.MI
2.93LDO.MILow:VOW3.DE
0.3VOW3.DEDetails
Price/Sales
0.73
High:AZM.MI
3.77AZM.MILow:VOW3.DE
0.15VOW3.DEDetails
Price/CF
3.74
High:LDO.MI
15.2LDO.MILow:VOD.L
1.85VOD.LDetails
Price/FCF
6.85
High:LDO.MI
46.68LDO.MILow:VOD.L
3.19VOD.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-30.98% | May 2020 | Nov 2020 | 6 |
-19.44% | Jun 2022 | Nov 2022 | 5 |
-6.22% | Mar 2023 | Jun 2023 | 3 |
-5.42% | Nov 2021 | Jan 2022 | 2 |
-5% | Jun 2024 | Jan 2025 | 7 |
-3.46% | Dec 2022 | Jan 2023 | 1 |
-2.17% | Oct 2023 | Nov 2023 | 1 |
-1.89% | Mar 2022 | May 2022 | 2 |
-0.58% | Apr 2025 | May 2025 | 1 |
-0.54% | Dec 2025 | - | 1 |
-0.37% | Jun 2021 | Jul 2021 | 1 |
-0.33% | Aug 2023 | Sep 2023 | 1 |
-0.14% | Apr 2024 | May 2024 | 1 |