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-1.54%
This Month
-4.12%
Year To Date
+21.79%
2 Years
+72.68%
5 Years
+127.19%
10 Years
+16.09%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services38.06%
- 🍞 Consumer Non Durables37.85%
- 💻 Electronic Technology19.57%
- 💰 Finance2.67%
- 🚗 Consumer Durables1.75%
- 💵 Cash0.16%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq78.98%
- 🇫🇷 Euronext Paris16.5%
- 🇺🇸 NYSE4.42%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States81.65%
- 🇫🇷 France16.5%
- 🇮🇹 Italy1.75%
Dividends
Dividend Yield
0.46%
6 out of 8 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $RMS.PA (1.45%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6.1/10
Beta
0.78
0.78
0
0.8
1.2
0
2
Sharpe Ratio
0.66
0.66
0
0.5
1
1.5
1.5
Sortino Ratio
1.16
1.16
0
1
2
3
3
Jensen's Alpha
3.9
3.9
-2
0
2
4.5
4.5
Omega Ratio
1.04
1.04
0
1
1.5
2.5
2.5
Treynor Ratio
1.54
1.54
0
0.75
1.25
2
2
Information Ratio
0.05
0.05
0
0.3
0.6
1
1
Calmar Ratio
0.33
0.33
0
0.3
0.6
1
1
Beta
0.78
0.78
0
0.8
1.2
0
2
Sharpe Ratio
0.66
0.66
0
0.5
1
1.5
1.5
Sortino Ratio
1.16
1.16
0
1
2
3
3
Jensen's Alpha
3.9
3.9
-2
0
2
4.5
4.5
Omega Ratio
1.04
1.04
0
1
1.5
2.5
2.5
Treynor Ratio
1.54
1.54
0
0.75
1.25
2
2
Information Ratio
0.05
0.05
0
0.3
0.6
1
1
Calmar Ratio
0.33
0.33
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
30.75
High:
RMS.PA
45.59RMS.PALow:
BRK.B
15.47BRK.BDetails
PEG Ratio
101.86
High:
RACE
342.99RACELow:
NVDA
56.31NVDADetails
Price/Book
10.87
High:NVDA
28.2NVDALow:BRK.B
1.44BRK.BDetails
Price/Sales
11.88
High:NVDA
20.65NVDALow:BRK.B
2.79BRK.BDetails
Price/CF
26.57
High:NVDA
44.64NVDALow:
META
14.62METADetails
Price/FCF
55.21
High:RMS.PA
150.06RMS.PALow:
MNST
38.49MNSTDetails
P/E Ratio
30.75
High:RMS.PA
45.59RMS.PALow:BRK.B
15.47BRK.BDetails
PEG Ratio
101.86
High:RACE
342.99RACELow:NVDA
56.31NVDADetails
Price/Book
10.87
High:NVDA
28.2NVDALow:BRK.B
1.44BRK.BDetails
Price/Sales
11.88
High:NVDA
20.65NVDALow:BRK.B
2.79BRK.BDetails
Price/CF
26.57
High:NVDA
44.64NVDALow:META
14.62METADetails
Price/FCF
55.21
High:RMS.PA
150.06RMS.PALow:MNST
38.49MNSTDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-48.07% | Jul 2021 | Nov 2023 | 28 |
-8.54% | Mar 2024 | Sep 2024 | 6 |
-8.42% | Feb 2025 | May 2025 | 3 |
-5.06% | Feb 2026 | - | 2 |
-4.91% | Sep 2020 | Jan 2021 | 4 |
-2.84% | Oct 2024 | Dec 2024 | 2 |
-1.74% | May 2021 | Jun 2021 | 1 |
-1.6% | Oct 2025 | Dec 2025 | 2 |
-0.84% | Aug 2025 | Sep 2025 | 1 |