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-1.3%
Today
+6.58%
This Month
+19.52%
Year To Date
+101.62%
2 Years
+89.45%
5 Years
+46.72%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies43.47%
- 👥 Copy Trading37.57%
- 💵 Cash0.03%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency57.25%
- 🇺🇸 Nasdaq12.56%
- 🇺🇸 NYSE4.05%
- 🇩🇪 FRA2.58%
- 🇳🇱 Euronext Amsterdam1.94%
- 🇮🇹 Borsa Italiana0.67%
- 🇪🇸 Bolsa De Madrid0.67%
- 🇫🇷 Euronext Paris0.63%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States15.21%
- 🇩🇪 Germany2.58%
- 🇳🇱 Netherlands1.94%
- 🇮🇹 Italy1.36%
- 🇮🇱 Israel0.71%
- 🇪🇸 Spain0.67%
- 🇫🇷 France0.63%
Dividends
Dividend Yield
0.21%
1 out of 3 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: ALTIA-Investment (0.91%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 ALTIA-Investment | 0.21% | 0.91% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 PAYX (ALTIA-Investment) | Pay Day | May 29, 2025 | $0.98 |
 BKNG (ALTIA-Investment) | Ex-Dividend | Jun 6, 2025 | $9.60 |
 GOOGL (ALTIA-Investment) | Ex-Dividend | Jun 9, 2025 | $0.21 |
 MSFT (ALTIA-Investment) | Pay Day | Jun 12, 2025 | $0.83 |
GOOGL (ALTIA-Investment) | Pay Day | Jun 16, 2025 | $0.21 |
 VST (ALTIA-Investment) | Ex-Dividend | Jun 18, 2025 | $0.22 |
 LDO.MI (ALTIA-Investment) | Ex-Dividend | Jun 23, 2025 | $0.56 |
 CINF (ALTIA-Investment) | Ex-Dividend | Jun 23, 2025 | $0.87 |
LDO.MI (ALTIA-Investment) | Pay Day | Jun 25, 2025 | $0.56 |
BKNG (ALTIA-Investment) | Pay Day | Jun 30, 2025 | $9.60 |
VST (ALTIA-Investment) | Pay Day | Jun 30, 2025 | $0.22 |
CINF (ALTIA-Investment) | Pay Day | Jul 15, 2025 | $0.87 |
Performance Metrics
Score 7.1/10
Beta
1.7
1.7
0
0.8
1.2
0
2
Sharpe Ratio
0.82
0.82
0
0.5
1
1.5
1.5
Sortino Ratio
2.12
2.12
0
1
2
3
3
Jensen's Alpha
12.49
12.49
-2
0
2
13
13
Omega Ratio
1.86
1.86
0
1
1.5
2.5
2.5
Treynor Ratio
1.46
1.46
0
0.75
1.25
2
2
Information Ratio
0.64
0.64
0
0.3
0.6
1
1
Calmar Ratio
3.09
3.09
0
0.3
0.6
4
4
Beta
1.7
1.7
0
0.8
1.2
0
2
Sharpe Ratio
0.82
0.82
0
0.5
1
1.5
1.5
Sortino Ratio
2.12
2.12
0
1
2
3
3
Jensen's Alpha
12.49
12.49
-2
0
2
13
13
Omega Ratio
1.86
1.86
0
1
1.5
2.5
2.5
Treynor Ratio
1.46
1.46
0
0.75
1.25
2
2
Information Ratio
0.64
0.64
0
0.3
0.6
1
1
Calmar Ratio
3.09
3.09
0
0.3
0.6
4
4
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
N/A
Details
PEG Ratio
N/A
Details
Price/Book
N/A
Details
Price/Sales
N/A
Details
Price/CF
N/A
Details
Price/FCF
N/A
Details
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-10.79% | Aug 2023 | Nov 2023 | 3 |
-10.28% | Apr 2024 | Sep 2024 | 5 |
-6.14% | Feb 2025 | Apr 2025 | 2 |
-5.54% | Oct 2024 | Nov 2024 | 1 |
-3.72% | Jan 2024 | Feb 2024 | 1 |
-3.18% | Dec 2024 | Jan 2025 | 1 |