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+1.82%
Today
-2.44%
This Month
-32.64%
Year To Date
+54.76%
2 Years
-10.82%
5 Years
-3.14%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies70.08%
- 🖥️ Technology Services8.13%
- 💻 Electronic Technology4.8%
- 🚗 Consumer Durables4.28%
- 💰 Finance4.07%
- 🪨 Non Energy Minerals2.54%
- 🧪 Process Industries1.92%
- 🍞 Consumer Non Durables1.13%
- 📊 ETFs1.06%
- 🧬 Health Technology0.58%
- 🏥 Health Services0.44%
- 🚚 Transportation0.36%
- 🛍️ Retail Trade0.25%
- 💵 Cash0.21%
- 🛠️ Producer Manufacturing0.11%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency70.08%
- 🇺🇸 Nasdaq9.79%
- 🇺🇸 NYSE7.44%
- 🇩🇪 FRA3.6%
- 🇫🇷 Euronext Paris3.57%
- 🇬🇧 LSE3.01%
- 🇭🇰 Hong Kong Exchanges2.25%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States12.23%
- 🇬🇧 United Kingdom4.45%
- 🇩🇪 Germany4.06%
- 🇫🇷 France3.57%
- 🇨🇳 China2.25%
- 🇯🇵 Japan1.25%
- 🇰🇷 South Korea0.48%
- 🇮🇪 Ireland0.22%
- 🇨🇦 Canada0.11%
Dividends
Dividend Yield
0.38%
17 out of 41 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $MBG.DE (8.57%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 O | 0.12% | 5.42% | $3.09 |
 GLE.PA | 0.05% | 2.76% | $0.9 |
 BMW.DE | 0.03% | 6.11% | $6 |
 MC.PA | 0.03% | 2.68% | $13 |
 SAP.DE | 0.03% | 1.04% | $2.2 |
 LIN | 0.02% | 1.25% | $5.33 |
 0700.HK | 0.02% | 0.98% | $3.4 |
 MBG.DE | 0.01% | 8.57% | $5.3 |
 SPY | 0.01% | 1.28% | - |
 HOC.L | 0.01% | 0.47% | - |
 SMSN.L | 0.01% | 2.48% | $23.68 |
 UNH | 0.01% | 1.85% | $7.74 |
 SONY | 0% | 0.38% | $0.49 |
 LHA.DE | 0% | 4.88% | $0.3 |
 RYAAY | 0% | 1.84% | $0.93 |
 GOOG | 0% | 0.52% | $0.2 |
 NVDA | 0% | 0.04% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
MC.PA | Ex-Dividend | Apr 24, 2025 | $8.54 |
MC.PA | Pay Day | Apr 28, 2025 | $8.54 |
O | Ex-Dividend | May 1, 2025 | $0.27 |
HOC.L | Ex-Dividend | May 8, 2025 | $0.02 |
SAP.DE | Ex-Dividend | May 14, 2025 | $2.35 |
O | Pay Day | May 15, 2025 | $0.27 |
SAP.DE | Pay Day | May 16, 2025 | $2.35 |
0700.HK | Ex-Dividend | May 16, 2025 | $0.58 |
GLE.PA | Ex-Dividend | May 26, 2025 | $1.13 |
GLE.PA | Pay Day | May 28, 2025 | $1.13 |
0700.HK | Pay Day | May 30, 2025 | $0.58 |
HOC.L | Pay Day | Jun 18, 2025 | $0.02 |
Performance Metrics
Score 2.2/10
Beta
2
2
0
0.8
1.2
0
2
Sharpe Ratio
0.09
0.09
0
0.5
1
1.5
1.5
Sortino Ratio
0.14
0.14
0
1
2
3
3
Jensen's Alpha
-6.98
-6.98
-7
0
2
4.5
4.5
Omega Ratio
0.96
0.96
0
1
1.5
2.5
2.5
Treynor Ratio
0.16
0.16
0
0.75
1.25
2
2
Information Ratio
-0.05
-0.05
-1
0.3
0.6
1
1
Calmar Ratio
-0.04
-0.04
-1
0.3
0.6
1
1
Beta
2
2
0
0.8
1.2
0
2
Sharpe Ratio
0.09
0.09
0
0.5
1
1.5
1.5
Sortino Ratio
0.14
0.14
0
1
2
3
3
Jensen's Alpha
-6.98
-6.98
-7
0
2
4.5
4.5
Omega Ratio
0.96
0.96
0
1
1.5
2.5
2.5
Treynor Ratio
0.16
0.16
0
0.75
1.25
2
2
Information Ratio
-0.05
-0.05
-1
0.3
0.6
1
1
Calmar Ratio
-0.04
-0.04
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
34.16
High:
TSLA
118.42TSLALow:
BNTX
-32.72BNTXDetails
PEG Ratio
77.88
High:
LIN
416.55LINLow:
UBI.PA
-25.53UBI.PADetails
Price/Book
6.38
High:
NVDA
31.32NVDALow:
GRAL
0.37GRALDetails
Price/Sales
5.56
High:NVDA
19.21NVDALow:
LHA.DE
0.2LHA.DEDetails
Price/CF
23.45
High:
DDD
462.65DDDLow:
GLE.PA
0.69GLE.PADetails
Price/FCF
45.58
High:TSLA
396.62TSLALow:GLE.PA
1.6GLE.PADetails
P/E Ratio
34.16
High:TSLA
118.42TSLALow:BNTX
-32.72BNTXDetails
PEG Ratio
77.88
High:LIN
416.55LINLow:UBI.PA
-25.53UBI.PADetails
Price/Book
6.38
High:NVDA
31.32NVDALow:GRAL
0.37GRALDetails
Price/Sales
5.56
High:NVDA
19.21NVDALow:LHA.DE
0.2LHA.DEDetails
Price/CF
23.45
High:DDD
462.65DDDLow:GLE.PA
0.69GLE.PADetails
Price/FCF
45.58
High:TSLA
396.62TSLALow:GLE.PA
1.6GLE.PADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-59.05% | Nov 2021 | Mar 2024 | 28 |
-39.08% | Dec 2024 | - | 5 |
-17.19% | Apr 2024 | Nov 2024 | 7 |
-10.32% | Sep 2021 | Oct 2021 | 1 |