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+0.77%
Today
+2.02%
This Month
-3.5%
Year To Date
+70.38%
2 Years
-9.78%
5 Years
-1.23%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies29.71%
- 💰 Finance19.22%
- 🖥️ Technology Services13.8%
- 💻 Electronic Technology13.01%
- 📊 ETFs11.57%
- 🛍️ Retail Trade4.22%
- 🧬 Health Technology3.13%
- 💇♀️ Consumer Services2.04%
- 🛠️ Producer Manufacturing1.33%
- 🍞 Consumer Non Durables1.24%
- 🚗 Consumer Durables0.5%
- 💵 Cash0.49%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq42.7%
- 🌍 Digital Currency29.71%
- 🇺🇸 NYSE17.82%
- 🇩🇪 FRA2.95%
- 🇺🇸 Chicago Board Options Exchange2.63%
- 🇮🇹 Borsa Italiana1.81%
- 🇫🇷 Euronext Paris1.24%
- 🇬🇧 LSE0.91%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States52.49%
- 🇩🇪 Germany2.95%
- 🇮🇹 Italy1.81%
- 🇫🇷 France1.24%
Dividends
Dividend Yield
0.65%
16 out of 31 instruments pay dividend.
6 dividend payments in the next 30 days.
Highest Dividend: $BMPS.MI (11.82%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 BMPS.MI | 0.21% | 11.82% | $0.25 |
 VNA.DE | 0.1% | 4.18% | $0.9 |
 FEZ | 0.05% | 2.47% | - |
 MCD | 0.05% | 2.27% | $6.53 |
 VGK | 0.05% | 2.89% | - |
 XLP | 0.04% | 2.46% | - |
 MC.PA | 0.03% | 2.76% | $13 |
 P911.DE | 0.03% | 5.59% | $2.31 |
 LLY | 0.02% | 0.73% | $4.86 |
 MSFT | 0.02% | 0.69% | $3 |
 MRVL | 0.01% | 0.35% | $0.24 |
 AAPL | 0.01% | 0.5% | $0.97 |
 CRM | 0.01% | 0.59% | $0.4 |
 ENTG | 0.01% | 0.55% | $0.4 |
 META | 0% | 0.29% | $1 |
 NVDA | 0% | 0.03% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
LLY | Pay Day | Jun 10, 2025 | $1.50 |
NVDA | Ex-Dividend | Jun 11, 2025 | $0.01 |
MSFT | Pay Day | Jun 12, 2025 | $0.83 |
META | Ex-Dividend | Jun 16, 2025 | $0.52 |
MCD | Pay Day | Jun 16, 2025 | $1.77 |
CRM | Ex-Dividend | Jun 18, 2025 | $0.42 |
VNA.DE | Pay Day | Jun 25, 2025 | $1.38 |
META | Pay Day | Jun 26, 2025 | $0.52 |
NVDA | Pay Day | Jul 3, 2025 | $0.01 |
CRM | Pay Day | Jul 10, 2025 | $0.42 |
Performance Metrics
Score 2.8/10
Beta
1.12
1.12
0
0.8
1.2
0
2
Sharpe Ratio
0.1
0.1
0
0.5
1
1.5
1.5
Sortino Ratio
0.14
0.14
0
1
2
3
3
Jensen's Alpha
-8.43
-8.43
-9
0
2
4.5
4.5
Omega Ratio
0.84
0.84
0
1
1.5
2.5
2.5
Treynor Ratio
0.29
0.29
0
0.75
1.25
2
2
Information Ratio
-0.22
-0.22
-1
0.3
0.6
1
1
Calmar Ratio
-0.02
-0.02
-1
0.3
0.6
1
1
Beta
1.12
1.12
0
0.8
1.2
0
2
Sharpe Ratio
0.1
0.1
0
0.5
1
1.5
1.5
Sortino Ratio
0.14
0.14
0
1
2
3
3
Jensen's Alpha
-8.43
-8.43
-9
0
2
4.5
4.5
Omega Ratio
0.84
0.84
0
1
1.5
2.5
2.5
Treynor Ratio
0.29
0.29
0
0.75
1.25
2
2
Information Ratio
-0.22
-0.22
-1
0.3
0.6
1
1
Calmar Ratio
-0.02
-0.02
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
35.66
High:
LLY
63.78LLYLow:
PI
-2,590.18PIDetails
PEG Ratio
222.77
High:
COIN
924.66COINLow:PI
-2,903.33PIDetails
Price/Book
10.52
High:LLY
46.3LLYLow:
MCD
-63.63MCDDetails
Price/Sales
8.37
High:
NVDA
23.49NVDALow:
P911.DE
0.94P911.DEDetails
Price/CF
26.96
High:LLY
79.83LLYLow:
BMPS.MI
5.6BMPS.MIDetails
Price/FCF
48.83
High:LLY
631.92LLYLow:BMPS.MI
5.72BMPS.MIDetails
P/E Ratio
35.66
High:LLY
63.78LLYLow:PI
-2,590.18PIDetails
PEG Ratio
222.77
High:COIN
924.66COINLow:PI
-2,903.33PIDetails
Price/Book
10.52
High:LLY
46.3LLYLow:MCD
-63.63MCDDetails
Price/Sales
8.37
High:NVDA
23.49NVDALow:P911.DE
0.94P911.DEDetails
Price/CF
26.96
High:LLY
79.83LLYLow:BMPS.MI
5.6BMPS.MIDetails
Price/FCF
48.83
High:LLY
631.92LLYLow:BMPS.MI
5.72BMPS.MIDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-73.21% | Jan 2020 | - | 66 |
-9.45% | May 2019 | Jun 2019 | 1 |
-1.11% | Aug 2019 | Nov 2019 | 3 |