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-2.39%
This Month
-2.39%
Year To Date
+15.01%
2 Years
-16.89%
5 Years
+157.05%
10 Years
-5.54%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash31.09%
- 🪙 Cryptocurrencies17.82%
- 💻 Electronic Technology10.85%
- 🚗 Consumer Durables8.41%
- 🍞 Consumer Non Durables7.39%
- 📊 ETFs6.22%
- 🖥️ Technology Services5.06%
- 🛠️ Producer Manufacturing3.57%
- ⛏️ Energy Minerals2.01%
- 🛍️ Retail Trade1.73%
- 💰 Finance1%
- ⚡ Utilities0.67%
- 🪨 Non Energy Minerals0.51%
- 🏥 Health Services0.12%
- 📈 Indexes0.1%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency17.82%
- 🇮🇹 Borsa Italiana16.18%
- 🇺🇸 NYSE15.33%
- 🇺🇸 Nasdaq7.36%
- 🇺🇸 Chicago Board Options Exchange6.03%
- 🇨🇭 SIX0.89%
- 🇪🇸 Bolsa De Madrid0.47%
- 🇫🇷 Euronext Paris0.37%
- 🇩🇪 FRA0.28%
- 🇬🇧 LSE0.25%
- 🇩🇰 Copenhagen Stock Exchange0.19%
- 🌍 CFD0.1%
- 🇳🇱 Euronext Amsterdam0.1%
- Regular Trading Hours - RTH0.05%
- 🇭🇰 Hong Kong Exchanges0.05%
Countries Breakdown
- Country
- Total
- 🇮🇹 Italy24.24%
- 🇺🇸 United States11.99%
- 🇮🇪 Ireland1.1%
- 🇨🇭 Switzerland1.06%
- 🇱🇺 Luxembourg0.57%
- 🇪🇸 Spain0.47%
- 🇺🇾 Uruguay0.37%
- 🇫🇷 France0.37%
- 🇩🇪 Germany0.28%
- 🇬🇧 United Kingdom0.25%
- 🇮🇱 Israel0.23%
- 🇩🇰 Denmark0.19%
- 🇳🇱 Netherlands0.1%
- 🇨🇳 China0.05%
Dividends
Dividend Yield
0.58%
28 out of 49 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $VTS (11.6%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 VTS | 0.23% | 11.6% | $2.03 |
 BC.MI | 0.08% | 1.14% | $0.91 |
 RACE | 0.08% | 1.04% | $2.64 |
 LDO.MI | 0.07% | 0.89% | $0.28 |
 IBE.MC | 0.01% | 2.93% | $0.45 |
 ABBN.ZU | 0.01% | 1.52% | $0.87 |
 MSFT | 0.01% | 0.77% | $3 |
 ETN | 0.01% | 1.23% | $3.6 |
 GAW.L | 0.01% | 2.67% | $5.5 |
 SIE.DE | 0.01% | 2.11% | $4.7 |
 ROCKB.CO | 0.01% | 3.05% | $43 |
 PRY.MI | 0.01% | 0.85% | $0.7 |
 NEE | 0.01% | 2.71% | $1.97 |
 TT | 0.01% | 0.98% | $3.27 |
 SCCO | 0.01% | 1.63% | $3.76 |
 NEX.PA | 0% | 2.1% | $2.3 |
 UI | 0% | 0.5% | $2.4 |
 GRMN | 0% | 1.8% | $3.71 |
 SU.PA | 0% | 1.72% | $3.5 |
 GOOG | 0% | 0.26% | $0.2 |
 VRSK | 0% | 0.82% | $1.46 |
 V | 0% | 0.75% | $2.01 |
 CARR | 0% | 1.67% | $0.76 |
 INTU | 0% | 0.85% | $3.6 |
 0968.HK | 0% | 1.32% | $0.23 |
 ASML.NV | 0% | 0.58% | $6.1 |
 WAB | 0% | 0.44% | $0.74 |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 4.7/10
Beta
0.96
0.96
0
0.8
1.2
0
2
Sharpe Ratio
0.39
0.39
0
0.5
1
1.5
1.5
Sortino Ratio
0.72
0.72
0
1
2
3
3
Jensen's Alpha
0.35
0.35
-2
0
2
4.5
4.5
Omega Ratio
1
1
0
1
1.5
2.5
2.5
Treynor Ratio
1.03
1.03
0
0.75
1.25
2
2
Information Ratio
0
0
-1
0.3
0.6
1
1
Calmar Ratio
0.22
0.22
0
0.3
0.6
1
1
Beta
0.96
0.96
0
0.8
1.2
0
2
Sharpe Ratio
0.39
0.39
0
0.5
1
1.5
1.5
Sortino Ratio
0.72
0.72
0
1
2
3
3
Jensen's Alpha
0.35
0.35
-2
0
2
4.5
4.5
Omega Ratio
1
1
0
1
1.5
2.5
2.5
Treynor Ratio
1.03
1.03
0
0.75
1.25
2
2
Information Ratio
0
0
-1
0.3
0.6
1
1
Calmar Ratio
0.22
0.22
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
36.05
High:
TSLA
280.13TSLALow:
IOT
-426.53IOTDetails
PEG Ratio
298.28
High:VRSK
1,643.75VRSKLow:IOT
-507.44IOTDetails
Price/Book
11.15
High:VRSK
80.84VRSKLow:0968.HK
0.880968.HKDetails
Price/Sales
9.05
High:
CRWD
24.37CRWDLow:NEX.PA
0.62NEX.PADetails
Price/CF
26.8
High:
TTWO
133.26TTWOLow:VTS
5.42VTSDetails
Price/FCF
58.9
High:NEE
2,356.18NEELow:NEX.PA
12.47NEX.PADetails
P/E Ratio
36.05
High:TSLA
280.13TSLALow:IOT
-426.53IOTDetails
PEG Ratio
298.28
High:VRSK
1,643.75VRSKLow:IOT
-507.44IOTDetails
Price/Book
11.15
High:VRSK
80.84VRSKLow:0968.HK
0.880968.HKDetails
Price/Sales
9.05
High:CRWD
24.37CRWDLow:NEX.PA
0.62NEX.PADetails
Price/CF
26.8
High:TTWO
133.26TTWOLow:VTS
5.42VTSDetails
Price/FCF
58.9
High:NEE
2,356.18NEELow:NEX.PA
12.47NEX.PADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-93.43% | Aug 2012 | - | 162 |