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0%
This Month
+2.82%
Year To Date
+51.87%
2 Years
+76.56%
5 Years
+135.94%
10 Years
+16.36%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💰 Finance33.45%
- 💻 Electronic Technology26.61%
- 🖥️ Technology Services24.79%
- 💵 Cash6.95%
- 🛍️ Retail Trade4.8%
- 🚗 Consumer Durables2.55%
- 🚚 Transportation2.09%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq56.22%
- 🇮🇹 Borsa Italiana24.34%
- 🇬🇧 LSE9.12%
- 🇺🇸 NYSE2.09%
- 🇳🇱 Euronext Amsterdam1.51%
- 🇩🇪 FRA1.02%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States58.31%
- 🇮🇹 Italy24.34%
- 🇬🇧 United Kingdom9.12%
- 🇳🇱 Netherlands1.51%
- 🇩🇪 Germany1.02%
Dividends
Dividend Yield
1.65%
11 out of 16 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $VOW3.DE (7.05%)
Performance Metrics
Score 5.2/10
Beta
0.88
0.88
0
0.8
1.2
0
2
Sharpe Ratio
0.54
0.54
0
0.5
1
1.5
1.5
Sortino Ratio
0.83
0.83
0
1
2
3
3
Jensen's Alpha
1.1
1.1
-2
0
2
4.5
4.5
Omega Ratio
0.99
0.99
0
1
1.5
2.5
2.5
Treynor Ratio
0.98
0.98
0
0.75
1.25
2
2
Information Ratio
-0.02
-0.02
-1
0.3
0.6
1
1
Calmar Ratio
0.31
0.31
0
0.3
0.6
1
1
Beta
0.88
0.88
0
0.8
1.2
0
2
Sharpe Ratio
0.54
0.54
0
0.5
1
1.5
1.5
Sortino Ratio
0.83
0.83
0
1
2
3
3
Jensen's Alpha
1.1
1.1
-2
0
2
4.5
4.5
Omega Ratio
0.99
0.99
0
1
1.5
2.5
2.5
Treynor Ratio
0.98
0.98
0
0.75
1.25
2
2
Information Ratio
-0.02
-0.02
-1
0.3
0.6
1
1
Calmar Ratio
0.31
0.31
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
31.76
High:
TSLA
364.78TSLALow:
VOW3.DE
6.8VOW3.DEDetails
PEG Ratio
87.32
High:
UBER
561.2UBERLow:
MU
5.16MUDetails
Price/Book
9.64
High:
PLTR
47.39PLTRLow:VOW3.DE
0.26VOW3.DEDetails
Price/Sales
9.29
High:PLTR
84.18PLTRLow:VOW3.DE
0.14VOW3.DEDetails
Price/CF
20.91
High:PLTR
214.31PLTRLow:
UCG.MI
1.86UCG.MIDetails
Price/FCF
50.83
High:
AMZN
325.85AMZNLow:
ISP.MI
3.91ISP.MIDetails
P/E Ratio
31.76
High:TSLA
364.78TSLALow:VOW3.DE
6.8VOW3.DEDetails
PEG Ratio
87.32
High:UBER
561.2UBERLow:MU
5.16MUDetails
Price/Book
9.64
High:PLTR
47.39PLTRLow:VOW3.DE
0.26VOW3.DEDetails
Price/Sales
9.29
High:PLTR
84.18PLTRLow:VOW3.DE
0.14VOW3.DEDetails
Price/CF
20.91
High:PLTR
214.31PLTRLow:UCG.MI
1.86UCG.MIDetails
Price/FCF
50.83
High:AMZN
325.85AMZNLow:ISP.MI
3.91ISP.MIDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-38.51% | Dec 2021 | Mar 2024 | 27 |
-14.71% | Feb 2026 | Apr 2026 | 2 |
-7.54% | Feb 2025 | May 2025 | 3 |
-6.18% | Sep 2021 | Oct 2021 | 1 |
-5.92% | Sep 2020 | Nov 2020 | 2 |
-3.76% | Feb 2021 | Aug 2021 | 6 |
-2.45% | Jul 2024 | Sep 2024 | 2 |
-2.06% | Apr 2024 | May 2024 | 1 |
-0.74% | Nov 2025 | Dec 2025 | 1 |
-0.69% | Oct 2024 | Nov 2024 | 1 |
-0.37% | Mar 2020 | Apr 2020 | 1 |