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+7%
This Month
+7%
Year To Date
+84.79%
2 Years
+70.45%
5 Years
+267.55%
10 Years
+16.91%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology26.97%
- 🪙 Cryptocurrencies18.13%
- 🖥️ Technology Services9.01%
- 💇♀️ Consumer Services7.41%
- 💰 Finance6.92%
- 🚗 Consumer Durables4.54%
- 🛠️ Producer Manufacturing3.6%
- 📡 Communications3.37%
- 🧬 Health Technology3.29%
- 🪨 Non Energy Minerals3.21%
- 🛍️ Retail Trade2.75%
- 💼 Commercial Services2.07%
- ⛏️ Energy Minerals1.99%
- 🚚 Transportation1.88%
- 💵 Cash1.58%
- 👥 Copy Trading1.45%
- 🍞 Consumer Non Durables1.43%
- ⚡ Utilities0.28%
- 🧪 Process Industries0.2%
- 🏭 Industrial Services0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq45.19%
- 🇺🇸 NYSE18.92%
- 🌍 Digital Currency18.13%
- 🇮🇹 Borsa Italiana6.48%
- 🇬🇧 LSE3.95%
- 🇩🇰 Copenhagen Stock Exchange2.81%
- 🇫🇷 Euronext Paris1.62%
- 🇸🇪 Stockholm Stock Exchange0.89%
- 🇩🇪 FRA0.48%
- 🇩🇪 Xetra ETFs0.03%
- 🇺🇸 Chicago Board Options Exchange0.01%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States52.41%
- 🇮🇹 Italy7.62%
- 🇬🇧 United Kingdom4.75%
- 🇨🇦 Canada4.46%
- 🇨🇳 China4.22%
- 🇩🇰 Denmark2.81%
- 🇫🇷 France1.62%
- 🇸🇪 Sweden0.89%
- 🇸🇬 Singapore0.36%
- 🇱🇺 Luxembourg0.3%
- 🇩🇪 Germany0.18%
- 🇳🇱 Netherlands0.04%
- 🇹🇼 Taiwan0.02%
- 🇮🇱 Israel0%
Dividends
Dividend Yield
0.39%
25 out of 96 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $KHC (7.15%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 LDO.MI | 0.05% | 0.89% | $0.28 |
 FANG | 0.05% | 2.62% | $9.26 |
 KHC | 0.04% | 7.15% | $1.6 |
 AXP | 0.04% | 0.92% | $2.6 |
 RR.L | 0.03% | 0.83% | - |
 GEN | 0.03% | 1.99% | $0.5 |
 MFEB.MI | 0.02% | 6.79% | $0.25 |
 HUSQB.ST | 0.02% | 2.21% | $3 |
 VOD | 0.02% | 3.57% | $0.94 |
 MA | 0.02% | 0.6% | $2.46 |
 RACE | 0.01% | 1.03% | $2.64 |
 EDU | 0.01% | 1.06% | - |
 WDC | 0.01% | 0.13% | - |
 VWS.CO | 0.01% | 0.31% | - |
 CCL | 0.01% | 0.53% | - |
 AAPL | 0.01% | 0.42% | $0.97 |
 GOOG | 0.01% | 0.25% | $0.2 |
 META | 0.01% | 0.34% | $1 |
 MRX | 0.01% | 1.46% | - |
 CCJ | 0% | 0.14% | $0.09 |
 PCG | 0% | 0.83% | $0.03 |
 PSM.DE | 0% | 1.03% | $0.05 |
 stevocc | 0% | 0.17% | - |
 PYPL | 0% | 0.25% | - |
 fparramartinez | 0% | 0.01% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 5.9/10
Beta
1.25
1.25
0
0.8
1.2
0
2
Sharpe Ratio
0.43
0.43
0
0.5
1
1.5
1.5
Sortino Ratio
1.13
1.13
0
1
2
3
3
Jensen's Alpha
7.64
7.64
-2
0
2
8
8
Omega Ratio
1.35
1.35
0
1
1.5
2.5
2.5
Treynor Ratio
1.43
1.43
0
0.75
1.25
2
2
Information Ratio
0.22
0.22
0
0.3
0.6
1
1
Calmar Ratio
0.29
0.29
0
0.3
0.6
1
1
Beta
1.25
1.25
0
0.8
1.2
0
2
Sharpe Ratio
0.43
0.43
0
0.5
1
1.5
1.5
Sortino Ratio
1.13
1.13
0
1
2
3
3
Jensen's Alpha
7.64
7.64
-2
0
2
8
8
Omega Ratio
1.35
1.35
0
1
1.5
2.5
2.5
Treynor Ratio
1.43
1.43
0
0.75
1.25
2
2
Information Ratio
0.22
0.22
0
0.3
0.6
1
1
Calmar Ratio
0.29
0.29
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
34.26
High:
TSLA
280.13TSLALow:PSM.DE
-183.64PSM.DEDetails
PEG Ratio
132.12
High:LDO.MI
538.58LDO.MILow:PSM.DE
-222.8PSM.DEDetails
Price/Book
9.79
High:
OCGN
147.66OCGNLow:
ATO.PA
-12.01ATO.PADetails
Price/Sales
6.16
High:
SPCE
107.02SPCELow:
CRBP
-CRBPDetails
Price/CF
20.92
High:ATO.PA
180.72ATO.PALow:
IDEXQ
0.73IDEXQDetails
Price/FCF
48
High:
IRBTQ
442.64IRBTQLow:
HTZ
0.31HTZDetails
P/E Ratio
34.26
High:TSLA
280.13TSLALow:PSM.DE
-183.64PSM.DEDetails
PEG Ratio
132.12
High:LDO.MI
538.58LDO.MILow:PSM.DE
-222.8PSM.DEDetails
Price/Book
9.79
High:OCGN
147.66OCGNLow:ATO.PA
-12.01ATO.PADetails
Price/Sales
6.16
High:SPCE
107.02SPCELow:CRBP
-CRBPDetails
Price/CF
20.92
High:ATO.PA
180.72ATO.PALow:IDEXQ
0.73IDEXQDetails
Price/FCF
48
High:IRBTQ
442.64IRBTQLow:HTZ
0.31HTZDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-56.13% | Jan 2018 | Apr 2021 | 39 |
-47.89% | May 2021 | Nov 2024 | 42 |
-13.12% | Feb 2025 | Jul 2025 | 5 |
-4.35% | Nov 2025 | Jan 2026 | 2 |
-2.32% | Dec 2024 | Jan 2025 | 1 |