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-1.38%
This Month
-16.37%
Year To Date
+456.67%
2 Years
+826.92%
5 Years
+940.48%
10 Years
+61.03%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services33.84%
- 🪙 Cryptocurrencies31.65%
- 💻 Electronic Technology13.3%
- 🧬 Health Technology9.24%
- 🍞 Consumer Non Durables5.86%
- 🚚 Transportation2.53%
- 🛍️ Retail Trade2.46%
- 💰 Finance1.11%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq48.13%
- 🌍 Digital Currency31.65%
- 🇺🇸 NYSE14.36%
- 🇫🇷 Euronext Paris5.86%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States54.29%
- 🇳🇱 Netherlands8.2%
- 🇫🇷 France5.86%
Dividends
Dividend Yield
0.37%
9 out of 14 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $HPQ (4.28%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 GOOG | Ex-Dividend | Sep 8, 2025 | $0.21 |
 HPQ | Ex-Dividend | Sep 10, 2025 | $0.29 |
 LLY | Pay Day | Sep 10, 2025 | $1.50 |
 MSFT | Pay Day | Sep 11, 2025 | $0.83 |
GOOG | Pay Day | Sep 15, 2025 | $0.21 |
HPQ | Pay Day | Oct 1, 2025 | $0.29 |
 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 |
Performance Metrics
Score 8.7/10
Beta
0.72
0.72
0
0.8
1.2
0
2
Sharpe Ratio
1.14
1.14
0
0.5
1
2
2
Sortino Ratio
4.27
4.27
0
1
2
5
5
Jensen's Alpha
46.57
46.57
-2
0
2
47
47
Omega Ratio
2.07
2.07
0
1
1.5
3
3
Treynor Ratio
5.81
5.81
0
0.75
1.25
6
6
Information Ratio
0.8
0.8
0
0.3
0.6
1
1
Calmar Ratio
1.7
1.7
0
0.3
0.6
2
2
Beta
0.72
0.72
0
0.8
1.2
0
2
Sharpe Ratio
1.14
1.14
0
0.5
1
2
2
Sortino Ratio
4.27
4.27
0
1
2
5
5
Jensen's Alpha
46.57
46.57
-2
0
2
47
47
Omega Ratio
2.07
2.07
0
1
1.5
3
3
Treynor Ratio
5.81
5.81
0
0.75
1.25
6
6
Information Ratio
0.8
0.8
0
0.3
0.6
1
1
Calmar Ratio
1.7
1.7
0
0.3
0.6
2
2
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
39.46
High:
NVDA
58.55NVDALow:
BMNR
-17.22BMNRDetails
PEG Ratio
39.17
High:
MSFT
237.35MSFTLow:
UBER
3.16UBERDetails
Price/Book
11.86
High:NVDA
52.87NVDALow:
HPQ
-19.94HPQDetails
Price/Sales
10.45
High:
MSTR
233.14MSTRLow:HPQ
0.48HPQDetails
Price/CF
28.33
High:MSTR
7,511.07MSTRLow:
CDI.PA
3.92CDI.PADetails
Price/FCF
50.84
High:MSTR
1,187.5MSTRLow:CDI.PA
5.95CDI.PADetails
P/E Ratio
39.46
High:NVDA
58.55NVDALow:BMNR
-17.22BMNRDetails
PEG Ratio
39.17
High:MSFT
237.35MSFTLow:UBER
3.16UBERDetails
Price/Book
11.86
High:NVDA
52.87NVDALow:HPQ
-19.94HPQDetails
Price/Sales
10.45
High:MSTR
233.14MSTRLow:HPQ
0.48HPQDetails
Price/CF
28.33
High:MSTR
7,511.07MSTRLow:CDI.PA
3.92CDI.PADetails
Price/FCF
50.84
High:MSTR
1,187.5MSTRLow:CDI.PA
5.95CDI.PADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-32.71% | Dec 2024 | - | 9 |
-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 |