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+5.91%
This Month
+27.46%
Year To Date
+72.91%
2 Years
+126.16%
5 Years
+126.16%
10 Years
+21.17%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services29.16%
- 📡 Communications21.62%
- 💵 Cash13.76%
- 🚗 Consumer Durables11.91%
- 💰 Finance11.65%
- 🪙 Cryptocurrencies5.39%
- 📊 ETFs4.76%
- 🍞 Consumer Non Durables2.6%
- ⚡ Utilities2.35%
- 🧩 Miscellaneous0.82%
- 💼 Commercial Services0.82%
- ⛏️ Energy Minerals0.47%
- 🧪 Process Industries0.47%
- 🪨 Non Energy Minerals0.45%
- ❓ Other0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq63.55%
- 🇺🇸 NYSE19.31%
- 🌍 Digital Currency5.39%
- 🇫🇷 Euronext Paris3.42%
- 🇬🇧 LSE0.82%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States65.75%
- 🇨🇦 Canada7.28%
- 🇦🇷 Argentina5.05%
- 🇫🇷 France3.42%
- 🇬🇧 United Kingdom0.82%
Dividends
Dividend Yield
0.46%
9 out of 19 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $IRS (9.21%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 MSFT | Pay Day | Dec 11, 2025 | $0.91 |
Performance Metrics
Score 6.7/10
Beta
0.91
0.91
0
0.8
1.2
0
2
Sharpe Ratio
0.78
0.78
0
0.5
1
1.5
1.5
Sortino Ratio
1.32
1.32
0
1
2
3
3
Jensen's Alpha
4.21
4.21
-2
0
2
5
5
Omega Ratio
1.24
1.24
0
1
1.5
2.5
2.5
Treynor Ratio
1.29
1.29
0
0.75
1.25
2
2
Information Ratio
0.27
0.27
0
0.3
0.6
1
1
Calmar Ratio
0.85
0.85
0
0.3
0.6
1
1
Beta
0.91
0.91
0
0.8
1.2
0
2
Sharpe Ratio
0.78
0.78
0
0.5
1
1.5
1.5
Sortino Ratio
1.32
1.32
0
1
2
3
3
Jensen's Alpha
4.21
4.21
-2
0
2
5
5
Omega Ratio
1.24
1.24
0
1
1.5
2.5
2.5
Treynor Ratio
1.29
1.29
0
0.75
1.25
2
2
Information Ratio
0.27
0.27
0
0.3
0.6
1
1
Calmar Ratio
0.85
0.85
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
37.67
High:
TSLA
303.71TSLALow:
ASTS
-58.34ASTSDetails
PEG Ratio
218.76
High:
BN.US
830.69BN.USLow:ASTS
-139.92ASTSDetails
Price/Book
8.49
High:TSLA
18.89TSLALow:
EDEN.PA
-3.78EDEN.PADetails
Price/Sales
9.83
High:ASTS
1,069.62ASTSLow:
YPF
0.76YPFDetails
Price/CF
25.63
High:TSLA
99.57TSLALow:YPF
2.23YPFDetails
Price/FCF
68.1
High:TSLA
229.45TSLALow:
CDI.PA
5.95CDI.PADetails
P/E Ratio
37.67
High:TSLA
303.71TSLALow:ASTS
-58.34ASTSDetails
PEG Ratio
218.76
High:BN.US
830.69BN.USLow:ASTS
-139.92ASTSDetails
Price/Book
8.49
High:TSLA
18.89TSLALow:EDEN.PA
-3.78EDEN.PADetails
Price/Sales
9.83
High:ASTS
1,069.62ASTSLow:YPF
0.76YPFDetails
Price/CF
25.63
High:TSLA
99.57TSLALow:YPF
2.23YPFDetails
Price/FCF
68.1
High:TSLA
229.45TSLALow:CDI.PA
5.95CDI.PADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-19.98% | Dec 2021 | May 2023 | 17 |
-12.35% | Feb 2025 | Jun 2025 | 4 |
-7.45% | Nov 2025 | - | 2 |
-5.97% | May 2021 | Jul 2021 | 2 |
-5.81% | Sep 2021 | Oct 2021 | 1 |
-5.5% | Aug 2023 | Nov 2023 | 3 |
-4.4% | Apr 2024 | May 2024 | 1 |
-1.38% | Aug 2025 | Sep 2025 | 1 |
-1.2% | Oct 2024 | Nov 2024 | 1 |