Loading...
-0.76%
This Month
+7.7%
Year To Date
+32.53%
2 Years
+69.97%
5 Years
+69.97%
10 Years
+18.77%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs53.73%
- 🧩 Miscellaneous17.62%
- 💵 Cash12.04%
- 💻 Electronic Technology8.47%
- 🖥️ Technology Services3.28%
- 🛍️ Retail Trade3.21%
- ⛏️ Energy Minerals2.45%
- 🪙 Cryptocurrencies1.4%
- 🍞 Consumer Non Durables0.87%
- 💰 Finance0.11%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE52.81%
- 🇺🇸 Nasdaq28.55%
- 🇬🇧 LSE7.53%
- 🌍 Digital Currency1.4%
- 🇫🇷 Euronext Paris0.87%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States11.86%
- 🇨🇳 China3.21%
- 🇨🇦 Canada2.45%
- 🇫🇷 France0.87%
Dividends
Dividend Yield
0.22%
10 out of 17 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $CDI.PA (3.39%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 MC.PA | Ex-Dividend | Oct 28, 2026 | $8.60 |
 CDI.PA | Ex-Dividend | Oct 28, 2026 | $9.76 |
 AAPL | Ex-Dividend | Nov 10, 2026 | $0.27 |
 GOOG | Ex-Dividend | Dec 4, 2026 | $0.22 |
 NVDA | Ex-Dividend | Dec 10, 2026 | $0.25 |
 CVE | Ex-Dividend | Dec 15, 2026 | $0.16 |
 META | Ex-Dividend | Dec 21, 2026 | $0.53 |
 CSCO | Ex-Dividend | Jan 2, 2027 | $0.42 |
 BABA | Ex-Dividend | Jun 11, 2027 | $1.05 |
Performance Metrics
Score 6.8/10
Beta
0.8
0.8
0
0.8
1.2
0
2
Sharpe Ratio
1.4
1.4
0
0.5
1
2
2
Sortino Ratio
2.8
2.8
0
1
2
3
3
Jensen's Alpha
1.61
1.61
-2
0
2
4.5
4.5
Omega Ratio
0.76
0.76
0
1
1.5
2.5
2.5
Treynor Ratio
1.55
1.55
0
0.75
1.25
2
2
Information Ratio
-0.39
-0.39
-1
0.3
0.6
1
1
Calmar Ratio
3.25
3.25
0
0.3
0.6
4
4
Beta
0.8
0.8
0
0.8
1.2
0
2
Sharpe Ratio
1.4
1.4
0
0.5
1
2
2
Sortino Ratio
2.8
2.8
0
1
2
3
3
Jensen's Alpha
1.61
1.61
-2
0
2
4.5
4.5
Omega Ratio
0.76
0.76
0
1
1.5
2.5
2.5
Treynor Ratio
1.55
1.55
0
0.75
1.25
2
2
Information Ratio
-0.39
-0.39
-1
0.3
0.6
1
1
Calmar Ratio
3.25
3.25
0
0.3
0.6
4
4
Portfolio Valuation
Based on current positions
P/E Ratio
26.28
High:AAPL
38.92AAPLLow:
COIN
-49COINDetails
PEG Ratio
0.63
High:CSCO
1.23CSCOLow:CVE
0.08CVEDetails
Price/Book
11.4
High:AAPL
46.13AAPLLow:BABA
1.72BABADetails
Price/Sales
10.23
High:NVDA
19.15NVDALow:CDI.PA
0.94CDI.PADetails
Price/CF
26.47
High:NVDA
37.39NVDALow:CDI.PA
4.34CDI.PADetails
Price/FCF
47.8
High:BABA
1,196.17BABALow:CDI.PA
6.54CDI.PADetails
P/E Ratio
26.28
High:AAPL
38.92AAPLLow:COIN
-49COINDetails
PEG Ratio
0.63
High:CSCO
1.23CSCOLow:CVE
0.08CVEDetails
Price/Book
11.4
High:AAPL
46.13AAPLLow:BABA
1.72BABADetails
Price/Sales
10.23
High:NVDA
19.15NVDALow:CDI.PA
0.94CDI.PADetails
Price/CF
26.47
High:NVDA
37.39NVDALow:CDI.PA
4.34CDI.PADetails
Price/FCF
47.8
High:BABA
1,196.17BABALow:CDI.PA
6.54CDI.PADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-6.27% | Feb 2025 | Jun 2025 | 4 |
-4.86% | Feb 2026 | Apr 2026 | 2 |
-3.46% | Apr 2024 | May 2024 | 1 |
-2.17% | Jun 2026 | Aug 2026 | 2 |
-1.92% | Dec 2024 | Jan 2025 | 1 |
-1.08% | Oct 2024 | Nov 2024 | 1 |
-1.06% | Sep 2026 | - | 2 |
-0.85% | Nov 2025 | Jan 2026 | 2 |
-0.79% | Jan 2024 | Feb 2024 | 1 |