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+5.24%
This Month
+2.18%
Year To Date
+34.09%
2 Years
+81.52%
5 Years
+81.52%
10 Years
+13.89%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs40.3%
- 💵 Cash38.48%
- 🪙 Cryptocurrencies6.33%
- 🚗 Consumer Durables2.83%
- 🖥️ Technology Services1.45%
- 💼 Commercial Services0.74%
- 🧬 Health Technology0.7%
- 🍞 Consumer Non Durables0.67%
- 💰 Finance0.5%
- 💇♀️ Consumer Services0.16%
- 💻 Electronic Technology0.14%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE21.38%
- 🇺🇸 Nasdaq11.94%
- 🇩🇪 Xetra ETFs10.99%
- 🌍 Digital Currency6.33%
- 🇩🇪 FRA1.7%
- 🇮🇹 Borsa Italiana0.72%
- 🇫🇷 Euronext Paris0.63%
- 🇭🇰 Hong Kong Exchanges0.14%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States3.85%
- 🇩🇪 Germany1.7%
- 🇳🇱 Netherlands0.72%
- 🇫🇷 France0.63%
- 🇮🇹 Italy0.16%
- 🇨🇳 China0.14%
Dividends
Dividend Yield
0.2%
17 out of 77 instruments pay dividend.
5 dividend payments in the next 30 days.
Highest Dividend: $STLAM.MI (9.25%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 STLAM.MI | 0.07% | 9.25% | $1.55 |
 P911.DE | 0.04% | 5.47% | $2.31 |
 HPQ | 0.03% | 6.01% | $1.1 |
 RNO.PA | 0.01% | 6.94% | $1.85 |
 AFX.DE | 0.01% | 1.96% | $1.1 |
 NKE | 0.01% | 3.48% | $1.45 |
 ORCL | 0% | 1.01% | $1.6 |
 ADS.DE | 0% | 1.94% | $0.7 |
 MORN | 0% | 1.02% | $1.62 |
 PYPL | 0% | 0.55% | - |
 DIS | 0% | 1.41% | $0.75 |
 RACE | 0% | 1.14% | $2.64 |
 KER.PA | 0% | 1.21% | $14 |
 BRO | 0% | 0.94% | $0.51 |
 V | 0% | 0.8% | $2.01 |
 MA | 0% | 0.63% | $2.46 |
 00285.HK | 0% | 0.56% | $0.59 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
ORCL | Pay Day | Apr 24, 2026 | $0.50 |
MORN | Pay Day | Apr 30, 2026 | $0.50 |
RACE | Pay Day | May 5, 2026 | $4.27 |
MA | Pay Day | May 8, 2026 | $0.87 |
RNO.PA | Ex-Dividend | May 8, 2026 | $2.60 |
RNO.PA | Pay Day | May 12, 2026 | $2.60 |
KER.PA | Ex-Dividend | Jun 2, 2026 | $2.08 |
KER.PA | Pay Day | Jun 4, 2026 | $2.08 |
DIS | Ex-Dividend | Jun 30, 2026 | $0.75 |
DIS | Pay Day | Jul 22, 2026 | $0.75 |
Performance Metrics
Score 6.2/10
Beta
0.6
0.6
0
0.8
1.2
0
2
Sharpe Ratio
0.4
0.4
0
0.5
1
1.5
1.5
Sortino Ratio
0.99
0.99
0
1
2
3
3
Jensen's Alpha
8.51
8.51
-2
0
2
9
9
Omega Ratio
1.17
1.17
0
1
1.5
2.5
2.5
Treynor Ratio
1.74
1.74
0
0.75
1.25
2
2
Information Ratio
0.17
0.17
0
0.3
0.6
1
1
Calmar Ratio
0.43
0.43
0
0.3
0.6
1
1
Beta
0.6
0.6
0
0.8
1.2
0
2
Sharpe Ratio
0.4
0.4
0
0.5
1
1.5
1.5
Sortino Ratio
0.99
0.99
0
1
2
3
3
Jensen's Alpha
8.51
8.51
-2
0
2
9
9
Omega Ratio
1.17
1.17
0
1
1.5
2.5
2.5
Treynor Ratio
1.74
1.74
0
0.75
1.25
2
2
Information Ratio
0.17
0.17
0
0.3
0.6
1
1
Calmar Ratio
0.43
0.43
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
-568.83
High:KER.PA
416.3KER.PALow:
UBI.PA
-8.96UBI.PADetails
PEG Ratio
186.98
High:V
552.81VLow:DIS
13.01DISDetails
Price/Book
4.3
High:MA
60.24MALow:HPQ
-23.8HPQDetails
Price/Sales
1.85
High:V
14.66VLow:
GT
0.11GTDetails
Price/CF
16.54
High:NKE
54.38NKELow:UBI.PA
1.56UBI.PADetails
Price/FCF
40.74
High:NKE
947.69NKELow:UBI.PA
1.61UBI.PADetails
P/E Ratio
-568.83
High:KER.PA
416.3KER.PALow:UBI.PA
-8.96UBI.PADetails
PEG Ratio
186.98
High:V
552.81VLow:DIS
13.01DISDetails
Price/Book
4.3
High:MA
60.24MALow:HPQ
-23.8HPQDetails
Price/Sales
1.85
High:V
14.66VLow:GT
0.11GTDetails
Price/CF
16.54
High:NKE
54.38NKELow:UBI.PA
1.56UBI.PADetails
Price/FCF
40.74
High:NKE
947.69NKELow:UBI.PA
1.61UBI.PADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-29.63% | Apr 2024 | Nov 2024 | 7 |
-16.66% | Nov 2021 | Nov 2023 | 24 |
-9.2% | Feb 2025 | Jul 2025 | 5 |
-6.78% | Oct 2025 | - | 7 |
-0.29% | Dec 2024 | Jan 2025 | 1 |