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-3.63%
This Month
-1.8%
Year To Date
+63.15%
2 Years
+150.76%
5 Years
+225.61%
10 Years
+23.94%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology28.31%
- 🖥️ Technology Services21.19%
- 📊 ETFs19.09%
- ⚡ Utilities15.51%
- 💰 Finance8.2%
- 🪙 Cryptocurrencies7.43%
- 💵 Cash0.59%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq43.11%
- 🇺🇸 NYSE33.68%
- 🇫🇷 Euronext Paris15.51%
- 🌍 Digital Currency7.43%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States57.69%
- 🇫🇷 France15.51%
Dividends
Dividend Yield
1.05%
7 out of 11 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $ENGI.PA (5.45%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 8/10
Beta
1.19
1.19
0
0.8
1.2
0
2
Sharpe Ratio
1.01
1.01
0
0.5
1
2
2
Sortino Ratio
1.79
1.79
0
1
2
3
3
Jensen's Alpha
8.95
8.95
-2
0
2
9
9
Omega Ratio
2.06
2.06
0
1
1.5
3
3
Treynor Ratio
1.51
1.51
0
0.75
1.25
2
2
Information Ratio
0.91
0.91
0
0.3
0.6
1
1
Calmar Ratio
0.72
0.72
0
0.3
0.6
1
1
Beta
1.19
1.19
0
0.8
1.2
0
2
Sharpe Ratio
1.01
1.01
0
0.5
1
2
2
Sortino Ratio
1.79
1.79
0
1
2
3
3
Jensen's Alpha
8.95
8.95
-2
0
2
9
9
Omega Ratio
2.06
2.06
0
1
1.5
3
3
Treynor Ratio
1.51
1.51
0
0.75
1.25
2
2
Information Ratio
0.91
0.91
0
0.3
0.6
1
1
Calmar Ratio
0.72
0.72
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
31.32
High:
NFLX
39.04NFLXLow:
BRK.B
15.7BRK.BDetails
PEG Ratio
92.57
High:
VIE.PA
211.53VIE.PALow:
IBM
30.47IBMDetails
Price/Book
11.34
High:
AAPL
43.77AAPLLow:BRK.B
1.47BRK.BDetails
Price/Sales
10.5
High:
NVDA
20.71NVDALow:VIE.PA
0.55VIE.PADetails
Price/CF
32.51
High:
ENGI.PA
216.75ENGI.PALow:VIE.PA
4.8VIE.PADetails
Price/FCF
51.92
High:
MSFT
69.19MSFTLow:ENGI.PA
28.34ENGI.PADetails
P/E Ratio
31.32
High:NFLX
39.04NFLXLow:BRK.B
15.7BRK.BDetails
PEG Ratio
92.57
High:VIE.PA
211.53VIE.PALow:IBM
30.47IBMDetails
Price/Book
11.34
High:AAPL
43.77AAPLLow:BRK.B
1.47BRK.BDetails
Price/Sales
10.5
High:NVDA
20.71NVDALow:VIE.PA
0.55VIE.PADetails
Price/CF
32.51
High:ENGI.PA
216.75ENGI.PALow:VIE.PA
4.8VIE.PADetails
Price/FCF
51.92
High:MSFT
69.19MSFTLow:ENGI.PA
28.34ENGI.PADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-34.2% | Nov 2021 | Jul 2023 | 20 |
-7.22% | Aug 2023 | Nov 2023 | 3 |
-6.58% | May 2021 | Aug 2021 | 3 |
-5.44% | Oct 2020 | Nov 2020 | 1 |
-5.39% | Feb 2021 | Apr 2021 | 2 |
-4.9% | Sep 2021 | Oct 2021 | 1 |
-4.48% | Apr 2024 | May 2024 | 1 |
-3.63% | Mar 2026 | - | 1 |
-3.18% | Feb 2025 | Apr 2025 | 2 |
-1.7% | Dec 2024 | Jan 2025 | 1 |
-1.67% | Nov 2025 | Jan 2026 | 2 |