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0%
This Month
-3.48%
Year To Date
+11.79%
2 Years
-3.9%
5 Years
+102.86%
10 Years
+13.09%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash27.96%
- 🪙 Cryptocurrencies20.97%
- 📊 ETFs18.09%
- 💰 Finance13.74%
- 🛍️ Retail Trade4.07%
- 💼 Commercial Services3.83%
- 🖥️ Technology Services3.74%
- 🍞 Consumer Non Durables2.63%
- ⛏️ Energy Minerals2.5%
- 🧩 Miscellaneous2.22%
- 🪨 Non Energy Minerals1.73%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency20.97%
- 🇺🇸 NYSE16.66%
- 🇺🇸 Nasdaq14.15%
- 🇩🇪 Xetra ETFs12.78%
- 🇫🇷 Euronext Paris4.2%
- 🇪🇸 Bolsa De Madrid2.5%
- 🇳🇱 Euronext Amsterdam1.25%
- 🇺🇸 Chicago Board Options Exchange1.01%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States17.62%
- 🇫🇷 France4.2%
- 🇮🇱 Israel2.8%
- 🇪🇸 Spain2.5%
- 🇨🇳 China2.14%
- 🇨🇦 Canada1.73%
- 🇳🇱 Netherlands1.25%
Dividends
Dividend Yield
0.82%
10 out of 34 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: $REP.MC (5.84%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 PYPL | Ex-Dividend | Jun 4, 2026 | $0.14 |
 BABA | Ex-Dividend | Jun 11, 2026 | $1.05 |
 KO | Ex-Dividend | Jun 15, 2026 | $0.53 |
 B | Pay Day | Jun 15, 2026 | $0.17 |
 O | Pay Day | Jun 15, 2026 | $0.27 |
PYPL | Pay Day | Jun 25, 2026 | $0.14 |
KO | Pay Day | Jul 1, 2026 | $0.53 |
 REP.MC | Ex-Dividend | Jul 6, 2026 | $0.59 |
REP.MC | Pay Day | Jul 8, 2026 | $0.59 |
BABA | Pay Day | Jul 13, 2026 | $1.05 |
 WMT | Ex-Dividend | Aug 21, 2026 | $0.25 |
WMT | Pay Day | Sep 8, 2026 | $0.25 |
Performance Metrics
Score 5.5/10
Beta
0.87
0.87
0
0.8
1.2
0
2
Sharpe Ratio
0.46
0.46
0
0.5
1
1.5
1.5
Sortino Ratio
0.83
0.83
0
1
2
3
3
Jensen's Alpha
2.32
2.32
-2
0
2
4.5
4.5
Omega Ratio
1.03
1.03
0
1
1.5
2.5
2.5
Treynor Ratio
1.16
1.16
0
0.75
1.25
2
2
Information Ratio
0.04
0.04
0
0.3
0.6
1
1
Calmar Ratio
0.25
0.25
0
0.3
0.6
1
1
Beta
0.87
0.87
0
0.8
1.2
0
2
Sharpe Ratio
0.46
0.46
0
0.5
1
1.5
1.5
Sortino Ratio
0.83
0.83
0
1
2
3
3
Jensen's Alpha
2.32
2.32
-2
0
2
4.5
4.5
Omega Ratio
1.03
1.03
0
1
1.5
2.5
2.5
Treynor Ratio
1.16
1.16
0
0.75
1.25
2
2
Information Ratio
0.04
0.04
0
0.3
0.6
1
1
Calmar Ratio
0.25
0.25
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
18.57
High:
COIN
67.69COINLow:
CRCL
-166.19CRCLDetails
PEG Ratio
140.49
High:O
487.4OLow:B
6.72BDetails
Price/Book
2.23
High:KO
10.29KOLow:
BNP.PA
0.88BNP.PADetails
Price/Sales
1.89
High:CRCL
9.71CRCLLow:REP.MC
0.44REP.MCDetails
Price/CF
17.18
High:CRCL
50.23CRCLLow:
CS.PA
4CS.PADetails
Price/FCF
39.79
High:BABA
1,196.17BABALow:CS.PA
5.27CS.PADetails
P/E Ratio
18.57
High:COIN
67.69COINLow:CRCL
-166.19CRCLDetails
PEG Ratio
140.49
High:O
487.4OLow:B
6.72BDetails
Price/Book
2.23
High:KO
10.29KOLow:BNP.PA
0.88BNP.PADetails
Price/Sales
1.89
High:CRCL
9.71CRCLLow:REP.MC
0.44REP.MCDetails
Price/CF
17.18
High:CRCL
50.23CRCLLow:CS.PA
4CS.PADetails
Price/FCF
39.79
High:BABA
1,196.17BABALow:CS.PA
5.27CS.PADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-48.67% | Sep 2021 | - | 57 |
-6.18% | Sep 2020 | Nov 2020 | 2 |
-5.13% | May 2021 | Aug 2021 | 3 |