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-1.5%
This Month
+62.03%
Year To Date
+124.23%
2 Years
+104.26%
5 Years
+115.93%
10 Years
+16.07%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology40.54%
- 🖥️ Technology Services33.46%
- 🪙 Cryptocurrencies12.55%
- 🧬 Health Technology6.92%
- 🛠️ Producer Manufacturing6.54%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq63.52%
- 🇺🇸 NYSE12.62%
- 🌍 Digital Currency12.55%
- 🇬🇧 LSE6.89%
- 🇮🇹 Borsa Italiana4.41%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States76.15%
- 🇬🇧 United Kingdom6.89%
- 🇮🇹 Italy4.41%
Dividends
Dividend Yield
0.36%
9 out of 13 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $AZN.L (1.7%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 MSFT | Ex-Dividend | Nov 20, 2026 | $0.91 |
 GEV | Pay Day | Nov 24, 2026 | $0.50 |
 GOOGL | Ex-Dividend | Dec 4, 2026 | $0.22 |
 NVDA | Ex-Dividend | Dec 10, 2026 | $0.25 |
 VRT | Ex-Dividend | Dec 14, 2026 | $0.06 |
 META | Ex-Dividend | Dec 21, 2026 | $0.53 |
 MU | Ex-Dividend | Jan 14, 2027 | $0.15 |
GEV | Ex-Dividend | Jan 27, 2027 | $0.50 |
 AZN.L | Ex-Dividend | Feb 11, 2027 | $2.17 |
 LDO.MI | Ex-Dividend | Jun 20, 2027 | $0.74 |
Performance Metrics
Score 5.8/10
Beta
1.53
1.53
0
0.8
1.2
0
2
Sharpe Ratio
0.54
0.54
0
0.5
1
1.5
1.5
Sortino Ratio
0.97
0.97
0
1
2
3
3
Jensen's Alpha
3.56
3.56
-2
0
2
4.5
4.5
Omega Ratio
1.37
1.37
0
1
1.5
2.5
2.5
Treynor Ratio
0.94
0.94
0
0.75
1.25
2
2
Information Ratio
0.35
0.35
0
0.3
0.6
1
1
Calmar Ratio
0.37
0.37
0
0.3
0.6
1
1
Beta
1.53
1.53
0
0.8
1.2
0
2
Sharpe Ratio
0.54
0.54
0
0.5
1
1.5
1.5
Sortino Ratio
0.97
0.97
0
1
2
3
3
Jensen's Alpha
3.56
3.56
-2
0
2
4.5
4.5
Omega Ratio
1.37
1.37
0
1
1.5
2.5
2.5
Treynor Ratio
0.94
0.94
0
0.75
1.25
2
2
Information Ratio
0.35
0.35
0
0.3
0.6
1
1
Calmar Ratio
0.37
0.37
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
19.68
High:VRT
38.44VRTLow:
ONT.L
-16.75ONT.LDetails
PEG Ratio
0.59
High:LDO.MI
3.63LDO.MILow:MU
0.01MUDetails
Price/Book
8.45
High:NVDA
21.1NVDALow:
PACB
-23.86PACBDetails
Price/Sales
9.62
High:
NTLA
27.61NTLALow:LDO.MI
1.43LDO.MIDetails
Price/CF
22.36
High:PACB
226.87PACBLow:LDO.MI
11.96LDO.MIDetails
Price/FCF
58.75
High:GOOGL
470.54GOOGLLow:GEV
15.31GEVDetails
P/E Ratio
19.68
High:VRT
38.44VRTLow:ONT.L
-16.75ONT.LDetails
PEG Ratio
0.59
High:LDO.MI
3.63LDO.MILow:MU
0.01MUDetails
Price/Book
8.45
High:NVDA
21.1NVDALow:PACB
-23.86PACBDetails
Price/Sales
9.62
High:NTLA
27.61NTLALow:LDO.MI
1.43LDO.MIDetails
Price/CF
22.36
High:PACB
226.87PACBLow:LDO.MI
11.96LDO.MIDetails
Price/FCF
58.75
High:GOOGL
470.54GOOGLLow:GEV
15.31GEVDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-46.01% | Dec 2021 | Jul 2025 | 43 |
-16.12% | Jul 2026 | - | 5 |
-11.42% | Mar 2026 | Apr 2026 | 1 |
-2.37% | Sep 2021 | Oct 2021 | 1 |
-0.78% | Nov 2025 | Dec 2025 | 1 |