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+3.8%
This Month
+3.8%
Year To Date
+47.39%
2 Years
+46.31%
5 Years
+46.31%
10 Years
+9.18%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies25.52%
- 💰 Finance12.17%
- 💻 Electronic Technology10.18%
- 🖥️ Technology Services9.44%
- 🛍️ Retail Trade7.78%
- 🍞 Consumer Non Durables6.77%
- 🏥 Health Services5.59%
- 🧬 Health Technology4.6%
- ⛏️ Energy Minerals3.78%
- ⚡ Utilities3.56%
- 💵 Cash3.52%
- 🚚 Transportation3.07%
- 🪨 Non Energy Minerals2.18%
- 🚗 Consumer Durables1.95%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq28.9%
- 🌍 Digital Currency25.52%
- 🇺🇸 NYSE22.32%
- 🇮🇹 Borsa Italiana12.63%
- 🇩🇪 FRA4.32%
- 🇫🇷 Euronext Paris2.89%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States47.1%
- 🇮🇹 Italy14.57%
- 🇩🇪 Germany4.32%
- 🇫🇷 France2.89%
- 🇬🇧 United Kingdom2.18%
Dividends
Dividend Yield
1.37%
17 out of 25 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $ENI.MI (6.48%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 ENI.MI | 0.24% | 6.48% | $0.94 |
 ENEL.MI | 0.19% | 5.23% | $0.43 |
 ALV.DE | 0.17% | 3.99% | $13.8 |
 UNH | 0.14% | 2.56% | $7.74 |
 MRK | 0.14% | 3.02% | $3.04 |
 VICI | 0.12% | 6.4% | $1.66 |
 UCG.MI | 0.12% | 4.12% | $1.8 |
 OR.PA | 0.06% | 1.97% | $6.6 |
 AU | 0.05% | 2.35% | $0.22 |
 MSFT | 0.04% | 0.72% | $3 |
 LDO.MI | 0.02% | 0.91% | $0.28 |
 V | 0.02% | 0.69% | $2.01 |
 RACE | 0.02% | 0.96% | $2.64 |
 AAPL | 0.01% | 0.4% | $0.97 |
 GOOG | 0.01% | 0.26% | $0.2 |
 COST | 0.01% | 0.57% | $19.22 |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.2/10
Beta
1.34
1.34
0
0.8
1.2
0
2
Sharpe Ratio
0.27
0.27
0
0.5
1
1.5
1.5
Sortino Ratio
0.46
0.46
0
1
2
3
3
Jensen's Alpha
-6.15
-6.15
-7
0
2
4.5
4.5
Omega Ratio
0.9
0.9
0
1
1.5
2.5
2.5
Treynor Ratio
0.48
0.48
0
0.75
1.25
2
2
Information Ratio
-0.13
-0.13
-1
0.3
0.6
1
1
Calmar Ratio
0.19
0.19
0
0.3
0.6
1
1
Beta
1.34
1.34
0
0.8
1.2
0
2
Sharpe Ratio
0.27
0.27
0
0.5
1
1.5
1.5
Sortino Ratio
0.46
0.46
0
1
2
3
3
Jensen's Alpha
-6.15
-6.15
-7
0
2
4.5
4.5
Omega Ratio
0.9
0.9
0
1
1.5
2.5
2.5
Treynor Ratio
0.48
0.48
0
0.75
1.25
2
2
Information Ratio
-0.13
-0.13
-1
0.3
0.6
1
1
Calmar Ratio
0.19
0.19
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
32.94
High:COST
47.63COSTLow:UCG.MI
10.32UCG.MIDetails
PEG Ratio
189.16
High:V
1,280.47VLow:
UBER
3.96UBERDetails
Price/Book
10.83
High:AAPL
52.57AAPLLow:ENI.MI
0.98ENI.MIDetails
Price/Sales
6.15
High:NVDA
24.5NVDALow:ENI.MI
0.57ENI.MIDetails
Price/CF
22.25
High:NVDA
54.84NVDALow:UCG.MI
1.86UCG.MIDetails
Price/FCF
51.69
High:ENEL.MI
502.5ENEL.MILow:ALV.DE
3.38ALV.DEDetails
P/E Ratio
32.94
High:COST
47.63COSTLow:UCG.MI
10.32UCG.MIDetails
PEG Ratio
189.16
High:V
1,280.47VLow:UBER
3.96UBERDetails
Price/Book
10.83
High:AAPL
52.57AAPLLow:ENI.MI
0.98ENI.MIDetails
Price/Sales
6.15
High:NVDA
24.5NVDALow:ENI.MI
0.57ENI.MIDetails
Price/CF
22.25
High:NVDA
54.84NVDALow:UCG.MI
1.86UCG.MIDetails
Price/FCF
51.69
High:ENEL.MI
502.5ENEL.MILow:ALV.DE
3.38ALV.DEDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-39.61% | Nov 2021 | Mar 2024 | 28 |
-21.58% | May 2021 | Oct 2021 | 5 |
-17.22% | Dec 2024 | Jul 2025 | 7 |
-9.97% | Oct 2025 | - | 4 |
-7.76% | Apr 2024 | Nov 2024 | 7 |