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+0.31%
This Month
+0.31%
Year To Date
+45.36%
2 Years
+22.13%
5 Years
+35.85%
10 Years
+4.27%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash22.35%
- 🍞 Consumer Non Durables21.36%
- 💻 Electronic Technology11.52%
- 🚗 Consumer Durables10.37%
- 🖥️ Technology Services10.1%
- 📊 ETFs9.39%
- 🪙 Cryptocurrencies7.7%
- 🛍️ Retail Trade4.24%
- 💰 Finance2.77%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE28.35%
- 🇺🇸 Nasdaq25.53%
- 🇫🇷 Euronext Paris10.32%
- 🌍 Digital Currency7.7%
- 🇭🇰 Hong Kong Exchanges5.55%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States37.08%
- 🇫🇷 France10.32%
- 🇮🇹 Italy7.41%
- 🇨🇳 China5.55%
Dividends
Dividend Yield
1.65%
8 out of 12 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $CAG (8.21%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3/10
Beta
0.86
0.86
0
0.8
1.2
0
2
Sharpe Ratio
0.18
0.18
0
0.5
1
1.5
1.5
Sortino Ratio
0.27
0.27
0
1
2
3
3
Jensen's Alpha
-5.59
-5.59
-6
0
2
4.5
4.5
Omega Ratio
0.69
0.69
0
1
1.5
2.5
2.5
Treynor Ratio
0.35
0.35
0
0.75
1.25
2
2
Information Ratio
-0.5
-0.5
-1
0.3
0.6
1
1
Calmar Ratio
0.1
0.1
0
0.3
0.6
1
1
Beta
0.86
0.86
0
0.8
1.2
0
2
Sharpe Ratio
0.18
0.18
0
0.5
1
1.5
1.5
Sortino Ratio
0.27
0.27
0
1
2
3
3
Jensen's Alpha
-5.59
-5.59
-6
0
2
4.5
4.5
Omega Ratio
0.69
0.69
0
1
1.5
2.5
2.5
Treynor Ratio
0.35
0.35
0
0.75
1.25
2
2
Information Ratio
-0.5
-0.5
-1
0.3
0.6
1
1
Calmar Ratio
0.1
0.1
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
39.72
High:
TSLA
280.13TSLALow:
CAG
-83.43CAGDetails
PEG Ratio
159.85
High:
COST
539.35COSTLow:
1810.HK
15.511810.HKDetails
Price/Book
13.69
High:
NVDA
36.4NVDALow:
BNP.PA
0.85BNP.PADetails
Price/Sales
8.71
High:NVDA
23.3NVDALow:BNP.PA
0.67BNP.PADetails
Price/CF
30.84
High:TSLA
99.57TSLALow:BNP.PA
4.65BNP.PADetails
Price/FCF
55.87
High:
ORCL
348.36ORCLLow:BNP.PA
5.28BNP.PADetails
P/E Ratio
39.72
High:TSLA
280.13TSLALow:CAG
-83.43CAGDetails
PEG Ratio
159.85
High:COST
539.35COSTLow:1810.HK
15.511810.HKDetails
Price/Book
13.69
High:NVDA
36.4NVDALow:BNP.PA
0.85BNP.PADetails
Price/Sales
8.71
High:NVDA
23.3NVDALow:BNP.PA
0.67BNP.PADetails
Price/CF
30.84
High:TSLA
99.57TSLALow:BNP.PA
4.65BNP.PADetails
Price/FCF
55.87
High:ORCL
348.36ORCLLow:BNP.PA
5.28BNP.PADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-43.71% | Nov 2021 | May 2025 | 42 |
-30.71% | Oct 2018 | Jan 2021 | 27 |
-3.33% | Jul 2021 | Oct 2021 | 3 |
-2.29% | Jul 2025 | Sep 2025 | 2 |
-1.75% | Mar 2021 | Apr 2021 | 1 |
-1.35% | Oct 2025 | Dec 2025 | 2 |