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+0.34%
This Month
+21.35%
Year To Date
+98.13%
2 Years
+362.25%
5 Years
+295.98%
10 Years
+20.9%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash58.55%
- 🖥️ Technology Services10.54%
- 🍞 Consumer Non Durables7.99%
- 🪙 Cryptocurrencies6.86%
- 💰 Finance5.27%
- 💻 Electronic Technology5.02%
- 🛍️ Retail Trade4.18%
- ⛏️ Energy Minerals3.32%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq14.95%
- 🇮🇹 Borsa Italiana12%
- 🇫🇷 Euronext Paris7.14%
- 🌍 Digital Currency6.86%
- 🇺🇸 NYSE1.3%
- 🇭🇰 Hong Kong Exchanges0.93%
- 🇬🇧 LSE0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States16.26%
- 🇮🇹 Italy9.44%
- 🇫🇷 France7.14%
- 🇨🇭 Switzerland2.56%
- 🇨🇳 China0.93%
Dividends
Dividend Yield
0.68%
8 out of 21 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $ENI.MI (6.26%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 MSFT | Pay Day | Dec 11, 2025 | $0.91 |
Performance Metrics
Score 6.5/10
Beta
1.15
1.15
0
0.8
1.2
0
2
Sharpe Ratio
0.66
0.66
0
0.5
1
1.5
1.5
Sortino Ratio
1.16
1.16
0
1
2
3
3
Jensen's Alpha
9.7
9.7
-2
0
2
10
10
Omega Ratio
1.45
1.45
0
1
1.5
2.5
2.5
Treynor Ratio
1.6
1.6
0
0.75
1.25
2
2
Information Ratio
0.41
0.41
0
0.3
0.6
1
1
Calmar Ratio
0.43
0.43
0
0.3
0.6
1
1
Beta
1.15
1.15
0
0.8
1.2
0
2
Sharpe Ratio
0.66
0.66
0
0.5
1
1.5
1.5
Sortino Ratio
1.16
1.16
0
1
2
3
3
Jensen's Alpha
9.7
9.7
-2
0
2
10
10
Omega Ratio
1.45
1.45
0
1
1.5
2.5
2.5
Treynor Ratio
1.6
1.6
0
0.75
1.25
2
2
Information Ratio
0.41
0.41
0
0.3
0.6
1
1
Calmar Ratio
0.43
0.43
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
32.38
High:
NFLX
45.68NFLXLow:
UCG.MI
9.49UCG.MIDetails
PEG Ratio
108.41
High:
MSFT
219.36MSFTLow:
1810.HK
17.581810.HKDetails
Price/Book
8.15
High:
AAPL
57.34AAPLLow:
ENI.MI
1.01ENI.MIDetails
Price/Sales
5.55
High:MSFT
12.45MSFTLow:ENI.MI
0.59ENI.MIDetails
Price/CF
17.62
High:NFLX
54.35NFLXLow:UCG.MI
1.86UCG.MIDetails
Price/FCF
57.05
High:
AMZN
225.5AMZNLow:UCG.MI
8.13UCG.MIDetails
P/E Ratio
32.38
High:NFLX
45.68NFLXLow:UCG.MI
9.49UCG.MIDetails
PEG Ratio
108.41
High:MSFT
219.36MSFTLow:1810.HK
17.581810.HKDetails
Price/Book
8.15
High:AAPL
57.34AAPLLow:ENI.MI
1.01ENI.MIDetails
Price/Sales
5.55
High:MSFT
12.45MSFTLow:ENI.MI
0.59ENI.MIDetails
Price/CF
17.62
High:NFLX
54.35NFLXLow:UCG.MI
1.86UCG.MIDetails
Price/FCF
57.05
High:AMZN
225.5AMZNLow:UCG.MI
8.13UCG.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 |
-1.99% | Nov 2025 | - | 2 |
-0.54% | Oct 2024 | Nov 2024 | 1 |
-0.19% | Aug 2024 | Sep 2024 | 1 |