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-2.08%
This Month
+5.95%
Year To Date
+272.77%
2 Years
+1060.52%
5 Years
+1231.17%
10 Years
+66.4%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services50.64%
- 💰 Finance24.77%
- 🧬 Health Technology13.59%
- 🚚 Transportation10.27%
- 💵 Cash1.71%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq50.64%
- 🇮🇹 Borsa Italiana24.77%
- 🇺🇸 NYSE23.87%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States74.51%
- 🇮🇹 Italy24.77%
Dividends
Dividend Yield
1.28%
2 out of 4 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $UCG.MI (4.05%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 JNJ | Ex-Dividend | Nov 25, 2026 | $1.34 |
Performance Metrics
Score 9/10
Beta
1.11
1.11
0
0.8
1.2
0
2
Sharpe Ratio
1.2
1.2
0
0.5
1
2
2
Sortino Ratio
3.84
3.84
0
1
2
4
4
Jensen's Alpha
49.27
49.27
-2
0
2
50
50
Omega Ratio
2.65
2.65
0
1
1.5
3
3
Treynor Ratio
3.98
3.98
0
0.75
1.25
4
4
Information Ratio
1.02
1.02
0
0.3
0.6
2
2
Calmar Ratio
1.81
1.81
0
0.3
0.6
2
2
Beta
1.11
1.11
0
0.8
1.2
0
2
Sharpe Ratio
1.2
1.2
0
0.5
1
2
2
Sortino Ratio
3.84
3.84
0
1
2
4
4
Jensen's Alpha
49.27
49.27
-2
0
2
50
50
Omega Ratio
2.65
2.65
0
1
1.5
3
3
Treynor Ratio
3.98
3.98
0
0.75
1.25
4
4
Information Ratio
1.02
1.02
0
0.3
0.6
2
2
Calmar Ratio
1.81
1.81
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
43.71
High:
PLTR
161.4PLTRLow:
UCG.MI
10.91UCG.MIDetails
PEG Ratio
0.79
High:UCG.MI
1.25UCG.MILow:PLTR
0.57PLTRDetails
Price/Book
9.64
High:PLTR
46.56PLTRLow:UCG.MI
1.84UCG.MIDetails
Price/Sales
12.56
High:PLTR
79.03PLTRLow:
UBER
2.58UBERDetails
Price/CF
14.32
High:PLTR
88.14PLTRLow:UCG.MI
1.86UCG.MIDetails
Price/FCF
40.29
High:PLTR
89.24PLTRLow:UCG.MI
8.13UCG.MIDetails
P/E Ratio
43.71
High:PLTR
161.4PLTRLow:UCG.MI
10.91UCG.MIDetails
PEG Ratio
0.79
High:UCG.MI
1.25UCG.MILow:PLTR
0.57PLTRDetails
Price/Book
9.64
High:PLTR
46.56PLTRLow:UCG.MI
1.84UCG.MIDetails
Price/Sales
12.56
High:PLTR
79.03PLTRLow:UBER
2.58UBERDetails
Price/CF
14.32
High:PLTR
88.14PLTRLow:UCG.MI
1.86UCG.MIDetails
Price/FCF
40.29
High:PLTR
89.24PLTRLow:UCG.MI
8.13UCG.MIDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-33.17% | Jan 2022 | Mar 2023 | 14 |
-24.66% | Aug 2023 | Feb 2024 | 6 |
-13.74% | Jun 2026 | Aug 2026 | 2 |
-13.17% | Mar 2024 | Jun 2024 | 3 |
-10.02% | Nov 2025 | May 2026 | 6 |
-4.88% | Sep 2021 | Oct 2021 | 1 |
-4.16% | Sep 2026 | - | 2 |
-2.74% | Apr 2023 | May 2023 | 1 |
-1.66% | Jul 2021 | Aug 2021 | 1 |