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-0.35%
This Month
+15.86%
Year To Date
+72.44%
2 Years
+53.49%
5 Years
+49.84%
10 Years
+8.28%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs77.67%
- 🖥️ Technology Services6.46%
- 💻 Electronic Technology5.55%
- 💰 Finance3.59%
- 🪙 Cryptocurrencies2.61%
- 🚗 Consumer Durables1.9%
- 🛍️ Retail Trade0.91%
- ⛏️ Energy Minerals0.56%
- 🚚 Transportation0.45%
- 💼 Commercial Services0.3%
- 💵 Cash0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE45.12%
- 🇺🇸 Nasdaq20.8%
- 🇬🇧 LSE14.96%
- 🇺🇸 Chicago Board Options Exchange6.78%
- 🇩🇪 Xetra ETFs6.34%
- 🇮🇹 Borsa Italiana2.93%
- 🌍 Digital Currency2.61%
- 🇩🇪 FRA0.45%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States15.59%
- 🇮🇹 Italy3.22%
- 🇩🇪 Germany0.45%
- 🇬🇧 United Kingdom0.26%
- 🇰🇾 Cayman Islands0.16%
- 🇮🇱 Israel0.04%
Dividends
Dividend Yield
0.3%
14 out of 57 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $ISP.MI (6.19%)
Dividend Yield Breakdown
Performance Metrics
Score 3.4/10
Beta
0.91
0.91
0
0.8
1.2
0
2
Sharpe Ratio
0.39
0.39
0
0.5
1
1.5
1.5
Sortino Ratio
0.59
0.59
0
1
2
3
3
Jensen's Alpha
-4.9
-4.9
-5
0
2
4.5
4.5
Omega Ratio
0.5
0.5
0
1
1.5
2.5
2.5
Treynor Ratio
0.58
0.58
0
0.75
1.25
2
2
Information Ratio
-0.84
-0.84
-1
0.3
0.6
1
1
Calmar Ratio
0.29
0.29
0
0.3
0.6
1
1
Beta
0.91
0.91
0
0.8
1.2
0
2
Sharpe Ratio
0.39
0.39
0
0.5
1
1.5
1.5
Sortino Ratio
0.59
0.59
0
1
2
3
3
Jensen's Alpha
-4.9
-4.9
-5
0
2
4.5
4.5
Omega Ratio
0.5
0.5
0
1
1.5
2.5
2.5
Treynor Ratio
0.58
0.58
0
0.75
1.25
2
2
Information Ratio
-0.84
-0.84
-1
0.3
0.6
1
1
Calmar Ratio
0.29
0.29
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
41.59
High:
TSLA
259.11TSLALow:
BPE.MI
8.56BPE.MIDetails
PEG Ratio
1,477.01
High:
AAPL
27,104.01AAPLLow:
NEXI.MI
15.75NEXI.MIDetails
Price/Book
15.48
High:AAPL
59.18AAPLLow:
HPQ
-28.82HPQDetails
Price/Sales
12.54
High:
NVDA
27.12NVDALow:HPQ
0.48HPQDetails
Price/CF
30.21
High:TSLA
70.91TSLALow:
ISP.MI
3.47ISP.MIDetails
Price/FCF
55.69
High:TSLA
200.12TSLALow:ISP.MI
3.91ISP.MIDetails
P/E Ratio
41.59
High:TSLA
259.11TSLALow:BPE.MI
8.56BPE.MIDetails
PEG Ratio
1,477.01
High:AAPL
27,104.01AAPLLow:NEXI.MI
15.75NEXI.MIDetails
Price/Book
15.48
High:AAPL
59.18AAPLLow:HPQ
-28.82HPQDetails
Price/Sales
12.54
High:NVDA
27.12NVDALow:HPQ
0.48HPQDetails
Price/CF
30.21
High:TSLA
70.91TSLALow:ISP.MI
3.47ISP.MIDetails
Price/FCF
55.69
High:TSLA
200.12TSLALow:ISP.MI
3.91ISP.MIDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-28.57% | Jan 2022 | Feb 2024 | 25 |
-7.76% | Feb 2025 | Jun 2025 | 4 |
-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 |
-0.35% | Oct 2025 | - | 1 |
-0.26% | Oct 2024 | Nov 2024 | 1 |