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-1.01%
This Month
+0.03%
Year To Date
+10.07%
2 Years
-16.17%
5 Years
+110.22%
10 Years
+12.99%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies29.78%
- 📊 ETFs16.56%
- 💰 Finance15.26%
- 💵 Cash12.44%
- 💼 Commercial Services6.39%
- 🧩 Miscellaneous6.25%
- 🛍️ Retail Trade4.86%
- 🍞 Consumer Non Durables4.04%
- 🖥️ Technology Services3.02%
- 🪨 Non Energy Minerals2.03%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency29.78%
- 🇺🇸 NYSE24.67%
- 🇺🇸 Nasdaq14.62%
- 🇩🇪 Xetra ETFs13.07%
- 🇫🇷 Euronext Paris3.02%
- 🇳🇱 Euronext Amsterdam1.7%
- 🇺🇸 Chicago Board Options Exchange1.34%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States24.52%
- 🇫🇷 France3.02%
- 🇨🇳 China2.24%
- 🇮🇱 Israel2.08%
- 🇨🇦 Canada2.03%
- 🇳🇱 Netherlands1.7%
Dividends
Dividend Yield
0.74%
9 out of 33 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $BNP.PA (6.94%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 O | Ex-Dividend | Oct 30, 2026 | $0.27 |
 WMT | Ex-Dividend | Nov 21, 2026 | $0.25 |
 B | Ex-Dividend | Dec 1, 2026 | $0.17 |
 PYPL | Ex-Dividend | Dec 4, 2026 | $0.14 |
 KO | Ex-Dividend | Dec 15, 2026 | $0.53 |
 SPXU | Ex-Dividend | Dec 23, 2026 | $0.00 |
 INGA.NV | Ex-Dividend | Feb 3, 2027 | $0.88 |
 BNP.PA | Ex-Dividend | Mar 24, 2027 | $3.06 |
 CS.PA | Ex-Dividend | May 11, 2027 | $2.74 |
 BABA | Ex-Dividend | Jun 11, 2027 | $1.05 |
Performance Metrics
Score 4.9/10
Beta
0.85
0.85
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
0.48
0.48
-2
0
2
4.5
4.5
Omega Ratio
0.95
0.95
0
1
1.5
2.5
2.5
Treynor Ratio
1.16
1.16
0
0.75
1.25
2
2
Information Ratio
-0.07
-0.07
-1
0.3
0.6
1
1
Calmar Ratio
0.25
0.25
0
0.3
0.6
1
1
Beta
0.85
0.85
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
0.48
0.48
-2
0
2
4.5
4.5
Omega Ratio
0.95
0.95
0
1
1.5
2.5
2.5
Treynor Ratio
1.16
1.16
0
0.75
1.25
2
2
Information Ratio
-0.07
-0.07
-1
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
17.69
High:O
39.33OLow:
CRCL
-117.37CRCLDetails
PEG Ratio
1.52
High:WMT
9.53WMTLow:B
0.07BDetails
Price/Book
2.31
High:KO
10.3KOLow:BNP.PA
0.85BNP.PADetails
Price/Sales
2.03
High:
COIN
10.34COINLow:BNP.PA
0.66BNP.PADetails
Price/CF
17.69
High:CRCL
50.23CRCLLow:PYPL
5.09PYPLDetails
Price/FCF
43.02
High:BABA
1,196.17BABALow:PYPL
6.14PYPLDetails
P/E Ratio
17.69
High:O
39.33OLow:CRCL
-117.37CRCLDetails
PEG Ratio
1.52
High:WMT
9.53WMTLow:B
0.07BDetails
Price/Book
2.31
High:KO
10.3KOLow:BNP.PA
0.85BNP.PADetails
Price/Sales
2.03
High:COIN
10.34COINLow:BNP.PA
0.66BNP.PADetails
Price/CF
17.69
High:CRCL
50.23CRCLLow:PYPL
5.09PYPLDetails
Price/FCF
43.02
High:BABA
1,196.17BABALow:PYPL
6.14PYPLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-48.67% | Sep 2021 | - | 62 |
-6.18% | Sep 2020 | Nov 2020 | 2 |
-5.13% | May 2021 | Aug 2021 | 3 |