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-0.62%
Today
+0.68%
This Month
+1.75%
Year To Date
+38.36%
2 Years
+31.59%
5 Years
+5.95%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs79.37%
- 🖥️ Technology Services6.04%
- 💻 Electronic Technology4.95%
- 💰 Finance3.51%
- 🪙 Cryptocurrencies2.22%
- 🚗 Consumer Durables1.56%
- 🛍️ Retail Trade0.88%
- ⛏️ Energy Minerals0.57%
- 🚚 Transportation0.52%
- 💼 Commercial Services0.39%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE45.95%
- 🇺🇸 Nasdaq18.79%
- 🇬🇧 LSE15.95%
- 🇺🇸 Chicago Board Options Exchange7.28%
- 🇩🇪 Xetra ETFs6.33%
- 🇮🇹 Borsa Italiana2.96%
- 🌍 Digital Currency2.22%
- 🇩🇪 FRA0.52%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States14.22%
- 🇮🇹 Italy3.26%
- 🇩🇪 Germany0.52%
- 🇬🇧 United Kingdom0.27%
- 🇰🇾 Cayman Islands0.14%
Dividends
Dividend Yield
1.25%
39 out of 56 instruments pay dividend.
7 dividend payments in the next 30 days.
Highest Dividend: $BPE.MI (7.66%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 VTV | 0.22% | 2.35% | - |
 ISP.MI | 0.15% | 6.91% | $0.3 |
 VTI | 0.08% | 1.37% | - |
 VIG | 0.06% | 1.86% | - |
 NOBL | 0.06% | 2.16% | - |
 BLOK | 0.05% | 6.44% | - |
 SCHD | 0.04% | 4.03% | - |
 XLP | 0.04% | 2.49% | - |
 BPE.MI | 0.03% | 7.66% | $0.3 |
 HPQ | 0.03% | 4.6% | $1.1 |
 IXJ | 0.03% | 1.45% | - |
 TQQQ | 0.03% | 1.79% | - |
 MTUM | 0.03% | 0.91% | - |
 VB | 0.03% | 1.56% | - |
 ACWI | 0.03% | 1.71% | - |
 EWJ | 0.03% | 2.2% | - |
 IJR | 0.02% | 2.36% | - |
 DHL.DE | 0.02% | 4.59% | $1.85 |
 IWF | 0.02% | 0.49% | - |
 VUG | 0.02% | 0.51% | - |
 MSFT | 0.02% | 0.69% | $3 |
 NEXI.MI | 0.02% | 4.72% | - |
 ITOT | 0.02% | 1.34% | - |
 QUAL | 0.02% | 1.08% | - |
 VGT | 0.01% | 0.58% | - |
 E | 0.01% | 4.91% | $1.46 |
 VHT | 0.01% | 1.56% | - |
 SPY5.L | 0.01% | 1.05% | - |
 BLK | 0.01% | 2.1% | $20.2 |
 IWM | 0.01% | 1.27% | - |
 KWEB | 0.01% | 3.17% | - |
 SHEL | 0.01% | 4.15% | $2.7 |
 VONG | 0.01% | 0.59% | - |
 SOXX | 0.01% | 0.81% | - |
 GOOG | 0.01% | 0.47% | $0.2 |
 AAPL | 0% | 0.5% | $0.97 |
 META | 0% | 0.3% | $1 |
 COF | 0% | 1.24% | $2.4 |
 NVDA | 0% | 0.03% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
GOOG | Ex-Dividend | Jun 9, 2025 | $0.21 |
HPQ | Ex-Dividend | Jun 11, 2025 | $0.29 |
NVDA | Ex-Dividend | Jun 11, 2025 | $0.01 |
MSFT | Pay Day | Jun 12, 2025 | $0.83 |
GOOG | Pay Day | Jun 16, 2025 | $0.21 |
META | Ex-Dividend | Jun 16, 2025 | $0.52 |
SHEL | Pay Day | Jun 23, 2025 | $0.72 |
BLK | Pay Day | Jun 23, 2025 | $5.21 |
META | Pay Day | Jun 26, 2025 | $0.52 |
HPQ | Pay Day | Jul 2, 2025 | $0.29 |
NVDA | Pay Day | Jul 3, 2025 | $0.01 |
KWEB | Pay Day | Dec 18, 2025 | $0.00 |
EWJ | Pay Day | Dec 20, 2025 | $1.06 |
IXJ | Pay Day | Dec 20, 2025 | $0.62 |
ACWI | Pay Day | Dec 20, 2025 | $0.00 |
BLOK | Pay Day | Dec 31, 2025 | $2.59 |
Performance Metrics
Score 3.1/10
Beta
0.9
0.9
0
0.8
1.2
0
2
Sharpe Ratio
0.25
0.25
0
0.5
1
1.5
1.5
Sortino Ratio
0.37
0.37
0
1
2
3
3
Jensen's Alpha
-5.5
-5.5
-6
0
2
4.5
4.5
Omega Ratio
0.49
0.49
0
1
1.5
2.5
2.5
Treynor Ratio
0.38
0.38
0
0.75
1.25
2
2
Information Ratio
-0.88
-0.88
-1
0.3
0.6
1
1
Calmar Ratio
0.2
0.2
0
0.3
0.6
1
1
Beta
0.9
0.9
0
0.8
1.2
0
2
Sharpe Ratio
0.25
0.25
0
0.5
1
1.5
1.5
Sortino Ratio
0.37
0.37
0
1
2
3
3
Jensen's Alpha
-5.5
-5.5
-6
0
2
4.5
4.5
Omega Ratio
0.49
0.49
0
1
1.5
2.5
2.5
Treynor Ratio
0.38
0.38
0
0.75
1.25
2
2
Information Ratio
-0.88
-0.88
-1
0.3
0.6
1
1
Calmar Ratio
0.2
0.2
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
36.03
High:
TSLA
182.61TSLALow:
BPE.MI
7.82BPE.MIDetails
PEG Ratio
129.24
High:
BLK
504.44BLKLow:
NEXI.MI
34.64NEXI.MIDetails
Price/Book
13.17
High:
AAPL
45.36AAPLLow:
HPQ
-18.59HPQDetails
Price/Sales
10.48
High:
NVDA
23.52NVDALow:HPQ
0.45HPQDetails
Price/CF
23.87
High:TSLA
54.2TSLALow:
E
3.3EDetails
Price/FCF
41.86
High:BLK
154.27BLKLow:
ISP.MI
3.91ISP.MIDetails
P/E Ratio
36.03
High:TSLA
182.61TSLALow:BPE.MI
7.82BPE.MIDetails
PEG Ratio
129.24
High:BLK
504.44BLKLow:NEXI.MI
34.64NEXI.MIDetails
Price/Book
13.17
High:AAPL
45.36AAPLLow:HPQ
-18.59HPQDetails
Price/Sales
10.48
High:NVDA
23.52NVDALow:HPQ
0.45HPQDetails
Price/CF
23.87
High:TSLA
54.2TSLALow:E
3.3EDetails
Price/FCF
41.86
High:BLK
154.27BLKLow:ISP.MI
3.91ISP.MIDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-28.57% | Jan 2022 | Feb 2024 | 25 |
-7.76% | Feb 2025 | - | 5 |
-6.09% | Apr 2024 | Jun 2024 | 2 |
-5.11% | Feb 2021 | Jun 2021 | 4 |
-4.02% | Sep 2021 | Oct 2021 | 1 |
-2.29% | Oct 2020 | Nov 2020 | 1 |
-1.9% | Dec 2024 | Jan 2025 | 1 |
-0.69% | Nov 2021 | Dec 2021 | 1 |
-0.26% | Oct 2024 | Nov 2024 | 1 |