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+5.3%
This Month
-14.53%
Year To Date
+464.75%
2 Years
+847.24%
5 Years
+963.29%
10 Years
+60.45%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies32.32%
- 🖥️ Technology Services32.28%
- 💻 Electronic Technology13.92%
- 🧬 Health Technology10.65%
- 🍞 Consumer Non Durables5.93%
- 🛍️ Retail Trade2.46%
- 🚚 Transportation2.18%
- 💵 Cash0.26%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq47.16%
- 🌍 Digital Currency32.32%
- 🇺🇸 NYSE14.34%
- 🇫🇷 Euronext Paris5.93%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States52.3%
- 🇳🇱 Netherlands9.19%
- 🇫🇷 France5.93%
Dividends
Dividend Yield
0.41%
10 out of 14 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $HPQ (4.18%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 META | Ex-Dividend | Sep 22, 2025 | $0.52 |
META | Pay Day | Sep 29, 2025 | $0.52 |
 HPQ | Pay Day | Oct 1, 2025 | $0.29 |
 NVDA | Pay Day | Oct 2, 2025 | $0.01 |
 MSFT | Ex-Dividend | Nov 20, 2025 | $0.91 |
 MC.PA | Ex-Dividend | Dec 2, 2025 | $6.47 |
 CDI.PA | Ex-Dividend | Dec 2, 2025 | $7.07 |
MC.PA | Pay Day | Dec 4, 2025 | $6.47 |
CDI.PA | Pay Day | Dec 4, 2025 | $7.07 |
MSFT | Pay Day | Dec 11, 2025 | $0.91 |
Performance Metrics
Score 8.6/10
Beta
0.72
0.72
0
0.8
1.2
0
2
Sharpe Ratio
1.11
1.11
0
0.5
1
2
2
Sortino Ratio
4.1
4.1
0
1
2
5
5
Jensen's Alpha
44.27
44.27
-2
0
2
45
45
Omega Ratio
1.99
1.99
0
1
1.5
2.5
2.5
Treynor Ratio
5.64
5.64
0
0.75
1.25
6
6
Information Ratio
0.77
0.77
0
0.3
0.6
1
1
Calmar Ratio
1.63
1.63
0
0.3
0.6
2
2
Beta
0.72
0.72
0
0.8
1.2
0
2
Sharpe Ratio
1.11
1.11
0
0.5
1
2
2
Sortino Ratio
4.1
4.1
0
1
2
5
5
Jensen's Alpha
44.27
44.27
-2
0
2
45
45
Omega Ratio
1.99
1.99
0
1
1.5
2.5
2.5
Treynor Ratio
5.64
5.64
0
0.75
1.25
6
6
Information Ratio
0.77
0.77
0
0.3
0.6
1
1
Calmar Ratio
1.63
1.63
0
0.3
0.6
2
2
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
37.51
High:
LLY
50.71LLYLow:
HPQ
10.09HPQDetails
PEG Ratio
39.33
High:
MSFT
240.7MSFTLow:
MSTR
2.37MSTRDetails
Price/Book
11.5
High:
NVDA
42.52NVDALow:HPQ
-28.88HPQDetails
Price/Sales
9.98
High:MSTR
222.34MSTRLow:HPQ
0.48HPQDetails
Price/CF
30.28
High:MSTR
7,511.07MSTRLow:
CDI.PA
3.92CDI.PADetails
Price/FCF
62.95
High:MSTR
1,187.5MSTRLow:CDI.PA
5.95CDI.PADetails
P/E Ratio
37.51
High:LLY
50.71LLYLow:HPQ
10.09HPQDetails
PEG Ratio
39.33
High:MSFT
240.7MSFTLow:MSTR
2.37MSTRDetails
Price/Book
11.5
High:NVDA
42.52NVDALow:HPQ
-28.88HPQDetails
Price/Sales
9.98
High:MSTR
222.34MSTRLow:HPQ
0.48HPQDetails
Price/CF
30.28
High:MSTR
7,511.07MSTRLow:CDI.PA
3.92CDI.PADetails
Price/FCF
62.95
High:MSTR
1,187.5MSTRLow:CDI.PA
5.95CDI.PADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-32.71% | Dec 2024 | - | 10 |
-13.12% | Jun 2024 | Oct 2024 | 4 |
-7.55% | Apr 2024 | May 2024 | 1 |
-7.51% | May 2023 | Jun 2023 | 1 |
-5.08% | Jul 2023 | Oct 2023 | 3 |
-3.81% | Jun 2020 | Jan 2023 | 31 |