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+1.4%
This Month
-2.55%
Year To Date
+314.89%
2 Years
+597.99%
5 Years
+597.99%
10 Years
+112.15%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash48.03%
- 💻 Electronic Technology29.67%
- 🖥️ Technology Services14.49%
- 🛍️ Retail Trade10.47%
- 💼 Commercial Services1.72%
- 🪙 Cryptocurrencies1.23%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq40.98%
- 🇺🇸 NYSE12.35%
- 🇫🇷 Euronext Paris3.02%
- 🌍 Digital Currency1.23%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States38.4%
- 🇨🇳 China11.29%
- 🇨🇦 Canada3.64%
- 🇨🇭 Switzerland3.02%
Dividends
Dividend Yield
0.21%
8 out of 14 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $CNXC (5.32%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 ORCL | Ex-Dividend | Apr 9, 2026 | $0.50 |
 MRVL | Ex-Dividend | Apr 10, 2026 | $0.06 |
 MU | Pay Day | Apr 15, 2026 | $0.15 |
ORCL | Pay Day | Apr 24, 2026 | $0.50 |
 CNXC | Ex-Dividend | Apr 24, 2026 | $0.36 |
MRVL | Pay Day | Apr 30, 2026 | $0.06 |
CNXC | Pay Day | May 5, 2026 | $0.36 |
 MSFT | Ex-Dividend | May 21, 2026 | $0.91 |
MSFT | Pay Day | Jun 11, 2026 | $0.91 |
 STMPA.PA | Ex-Dividend | Jun 22, 2026 | $0.09 |
STMPA.PA | Pay Day | Jun 24, 2026 | $0.09 |
Performance Metrics
Score 8.5/10
Beta
2.38
2.38
0
0.8
1.2
0
3
Sharpe Ratio
1.59
1.59
0
0.5
1
2
2
Sortino Ratio
5.77
5.77
0
1
2
6
6
Jensen's Alpha
72.67
72.67
-2
0
2
73
73
Omega Ratio
4.42
4.42
0
1
1.5
5
5
Treynor Ratio
3.13
3.13
0
0.75
1.25
4
4
Information Ratio
1.47
1.47
0
0.3
0.6
2
2
Calmar Ratio
6.29
6.29
0
0.3
0.6
7
7
Beta
2.38
2.38
0
0.8
1.2
0
3
Sharpe Ratio
1.59
1.59
0
0.5
1
2
2
Sortino Ratio
5.77
5.77
0
1
2
6
6
Jensen's Alpha
72.67
72.67
-2
0
2
73
73
Omega Ratio
4.42
4.42
0
1
1.5
5
5
Treynor Ratio
3.13
3.13
0
0.75
1.25
4
4
Information Ratio
1.47
1.47
0
0.3
0.6
2
2
Calmar Ratio
6.29
6.29
0
0.3
0.6
7
7
Portfolio Valuation
Based on current positions
P/E Ratio
29.67
High:STMPA.PA
195.65STMPA.PALow:
CRL
-59.16CRLDetails
PEG Ratio
45.32
High:
AMZN
101.34AMZNLow:MU
4.23MUDetails
Price/Book
6.9
High:
NVDA
27.16NVDALow:CNXC
0.67CNXCDetails
Price/Sales
6.13
High:NVDA
19.89NVDALow:CNXC
0.16CNXCDetails
Price/CF
25.2
High:
AMD
45.99AMDLow:CNXC
2.79CNXCDetails
Price/FCF
76.72
High:
BABA
1,196.17BABALow:CNXC
4.65CNXCDetails
P/E Ratio
29.67
High:STMPA.PA
195.65STMPA.PALow:CRL
-59.16CRLDetails
PEG Ratio
45.32
High:AMZN
101.34AMZNLow:MU
4.23MUDetails
Price/Book
6.9
High:NVDA
27.16NVDALow:CNXC
0.67CNXCDetails
Price/Sales
6.13
High:NVDA
19.89NVDALow:CNXC
0.16CNXCDetails
Price/CF
25.2
High:AMD
45.99AMDLow:CNXC
2.79CNXCDetails
Price/FCF
76.72
High:BABA
1,196.17BABALow:CNXC
4.65CNXCDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-18.95% | Oct 2024 | Jun 2025 | 8 |
-10.27% | Nov 2025 | - | 6 |
-7.26% | Apr 2024 | May 2024 | 1 |