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+0.06%
Today
+2.42%
This Month
+20.72%
Year To Date
+134.31%
2 Years
+470.72%
5 Years
+22.22%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash58.63%
- 🍞 Consumer Non Durables10.18%
- 💻 Electronic Technology7.59%
- 🪙 Cryptocurrencies6.26%
- 🛍️ Retail Trade5.03%
- 💰 Finance4.41%
- ⚡ Utilities3.4%
- ⛏️ Energy Minerals2.72%
- 🖥️ Technology Services2.02%
- 🏭 Industrial Services1.94%
- 🚗 Consumer Durables1.75%
- 🪨 Non Energy Minerals1.27%
Exchanges Breakdown
- Exchange
- Total
- 🇮🇹 Borsa Italiana15.88%
- 🇺🇸 Nasdaq12.36%
- 🇫🇷 Euronext Paris9.08%
- 🌍 Digital Currency6.26%
- 🇺🇸 NYSE2%
- 🇭🇰 Hong Kong Exchanges0.99%
- 🇬🇧 LSE0%
Countries Breakdown
- Country
- Total
- 🇮🇹 Italy13.57%
- 🇺🇸 United States13.09%
- 🇫🇷 France9.08%
- 🇳🇱 Netherlands2.31%
- 🇬🇧 United Kingdom1.27%
- 🇨🇳 China0.99%
Dividends
Dividend Yield
1.05%
11 out of 25 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $ENI.MI (7.19%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6.7/10
Beta
1.16
1.16
0
0.8
1.2
0
2
Sharpe Ratio
0.68
0.68
0
0.5
1
1.5
1.5
Sortino Ratio
1.19
1.19
0
1
2
3
3
Jensen's Alpha
11.95
11.95
-2
0
2
12
12
Omega Ratio
1.53
1.53
0
1
1.5
2.5
2.5
Treynor Ratio
1.67
1.67
0
0.75
1.25
2
2
Information Ratio
0.47
0.47
0
0.3
0.6
1
1
Calmar Ratio
0.45
0.45
0
0.3
0.6
1
1
Beta
1.16
1.16
0
0.8
1.2
0
2
Sharpe Ratio
0.68
0.68
0
0.5
1
1.5
1.5
Sortino Ratio
1.19
1.19
0
1
2
3
3
Jensen's Alpha
11.95
11.95
-2
0
2
12
12
Omega Ratio
1.53
1.53
0
1
1.5
2.5
2.5
Treynor Ratio
1.67
1.67
0
0.75
1.25
2
2
Information Ratio
0.47
0.47
0
0.3
0.6
1
1
Calmar Ratio
0.45
0.45
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
40.81
High:
TSLA
181.29TSLALow:
CRWD
-681.21CRWDDetails
PEG Ratio
90.65
High:
AVGO
738.23AVGOLow:
SPM.MI
21.05SPM.MIDetails
Price/Book
10.16
High:
CRCL
66.85CRCLLow:
ENI.MI
0.82ENI.MIDetails
Price/Sales
6.33
High:CRWD
28.59CRWDLow:SPM.MI
0.37SPM.MIDetails
Price/CF
20.74
High:CRWD
77.06CRWDLow:
UCG.MI
1.86UCG.MIDetails
Price/FCF
49.41
High:
RIO
147.72RIOLow:SPM.MI
7.63SPM.MIDetails
P/E Ratio
40.81
High:TSLA
181.29TSLALow:CRWD
-681.21CRWDDetails
PEG Ratio
90.65
High:AVGO
738.23AVGOLow:SPM.MI
21.05SPM.MIDetails
Price/Book
10.16
High:CRCL
66.85CRCLLow:ENI.MI
0.82ENI.MIDetails
Price/Sales
6.33
High:CRWD
28.59CRWDLow:SPM.MI
0.37SPM.MIDetails
Price/CF
20.74
High:CRWD
77.06CRWDLow:UCG.MI
1.86UCG.MIDetails
Price/FCF
49.41
High:RIO
147.72RIOLow:SPM.MI
7.63SPM.MIDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-48.72% | Dec 2018 | Sep 2021 | 33 |
-31.63% | Apr 2022 | Mar 2023 | 11 |
-9.58% | Apr 2024 | Jul 2024 | 3 |
-6.72% | Aug 2023 | Oct 2023 | 2 |
-6.36% | Nov 2021 | Jan 2022 | 2 |
-2.25% | Mar 2025 | May 2025 | 2 |
-2.1% | Feb 2022 | Mar 2022 | 1 |
-0.54% | Oct 2024 | Nov 2024 | 1 |
-0.19% | Aug 2024 | Sep 2024 | 1 |