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-0.17%
This Month
+12.6%
Year To Date
+47.85%
2 Years
+15.2%
5 Years
+30.26%
10 Years
+5.16%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies26.05%
- 🖥️ Technology Services21.65%
- 💰 Finance21.1%
- 💻 Electronic Technology10%
- 🛍️ Retail Trade4.51%
- 🚚 Transportation3.91%
- 📊 ETFs0.79%
- 🚗 Consumer Durables0.38%
- 💼 Commercial Services0.38%
- 💵 Cash0.35%
- 💇♀️ Consumer Services0.32%
- 🧬 Health Technology0.13%
- 🧪 Process Industries0.03%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE29.79%
- 🌍 Digital Currency26.05%
- 🇺🇸 Nasdaq20.8%
- 🇬🇧 LSE10.26%
- 🇺🇸 Chicago Board Options Exchange0.79%
- 🇫🇷 Euronext Paris0.52%
- 🇮🇹 Borsa Italiana0.43%
- 🇸🇪 Stockholm Stock Exchange0.17%
- 🇳🇱 Euronext Amsterdam0.17%
- 🇨🇭 SIX0.14%
- 🇳🇴 Oslo Stock Exchange0.14%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States45.13%
- 🇬🇧 United Kingdom10.59%
- 🇮🇪 Ireland3.98%
- 🇫🇷 France0.52%
- 🇮🇹 Italy0.43%
- 🇨🇳 China0.38%
- 🇸🇬 Singapore0.37%
- 🇨🇭 Switzerland0.27%
- 🇫🇮 Finland0.17%
- 🇳🇱 Netherlands0.17%
- 🇧🇷 Brazil0.14%
- 🇳🇴 Norway0.14%
- 🇭🇰 Hong Kong0.08%
- 🇨🇦 Canada0.03%
Dividends
Dividend Yield
0.7%
29 out of 50 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $BMPS.MI (10.25%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 BAC | 0.09% | 1.96% | $0.96 |
 ACN | 0.09% | 2.2% | $4.99 |
 JPM | 0.08% | 1.82% | $4.4 |
 IAG.L | 0.08% | 2.05% | - |
 GS | 0.08% | 1.59% | $11 |
 RR.L | 0.06% | 0.95% | - |
 AXP | 0.04% | 0.83% | $2.6 |
 MSFT | 0.03% | 0.74% | $3 |
 BMPS.MI | 0.02% | 10.25% | $0.25 |
 GOOG | 0.01% | 0.27% | $0.2 |
 NDA_SE.ST | 0.01% | 6.13% | $10.62 |
 META | 0.01% | 0.33% | $1 |
 ISP.MI | 0.01% | 6.16% | $0.3 |
 ITUB | 0.01% | 6.1% | $0.15 |
 BNP.PA | 0.01% | 6.28% | $4.6 |
 DNB.OL | 0.01% | 6.06% | $16 |
 CS.PA | 0.01% | 5.26% | $1.98 |
 INGA.NV | 0.01% | 4.54% | $1.11 |
 GFC.PA | 0.01% | 6.85% | $5.3 |
 AAPL | 0.01% | 0.38% | $0.97 |
 NWG | 0.01% | 3.72% | $0.42 |
 BAER.ZU | 0.01% | 4.27% | $2.6 |
 UCG.MI | 0.01% | 4.15% | $1.8 |
 RF.PA | 0% | 5.01% | $2.42 |
 BCS | 0% | 1.79% | $0.39 |
 DIS | 0% | 0.91% | $0.75 |
 TEP.PA | 0% | 6.97% | $3.85 |
 PUK | 0% | 1.57% | $0.41 |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
GS | Pay Day | Dec 30, 2025 | $4.00 |
Performance Metrics
Score 2.9/10
Beta
1.57
1.57
0
0.8
1.2
0
2
Sharpe Ratio
0.22
0.22
0
0.5
1
1.5
1.5
Sortino Ratio
0.36
0.36
0
1
2
3
3
Jensen's Alpha
-11.52
-11.52
-12
0
2
4.5
4.5
Omega Ratio
0.86
0.86
0
1
1.5
2.5
2.5
Treynor Ratio
0.4
0.4
0
0.75
1.25
2
2
Information Ratio
-0.2
-0.2
-1
0.3
0.6
1
1
Calmar Ratio
0.08
0.08
0
0.3
0.6
1
1
Beta
1.57
1.57
0
0.8
1.2
0
2
Sharpe Ratio
0.22
0.22
0
0.5
1
1.5
1.5
Sortino Ratio
0.36
0.36
0
1
2
3
3
Jensen's Alpha
-11.52
-11.52
-12
0
2
4.5
4.5
Omega Ratio
0.86
0.86
0
1
1.5
2.5
2.5
Treynor Ratio
0.4
0.4
0
0.75
1.25
2
2
Information Ratio
-0.2
-0.2
-1
0.3
0.6
1
1
Calmar Ratio
0.08
0.08
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
29.33
High:
SE
51.99SELow:
SNOW
-53.35SNOWDetails
PEG Ratio
131.1
High:
META
464.56METALow:
NIO
-135.7NIODetails
Price/Book
7.5
High:
AAPL
54.92AAPLLow:
SCLX
-0.56SCLXDetails
Price/Sales
6.44
High:
CRSP
133.97CRSPLow:
SFTGQ
-SFTGQDetails
Price/CF
20.02
High:
RF.PA
109.25RF.PALow:
UCG.MI
1.86UCG.MIDetails
Price/FCF
40.9
High:
AMZN
225.5AMZNLow:
BMPS.MI
2.5BMPS.MIDetails
P/E Ratio
29.33
High:SE
51.99SELow:SNOW
-53.35SNOWDetails
PEG Ratio
131.1
High:META
464.56METALow:NIO
-135.7NIODetails
Price/Book
7.5
High:AAPL
54.92AAPLLow:SCLX
-0.56SCLXDetails
Price/Sales
6.44
High:CRSP
133.97CRSPLow:SFTGQ
-SFTGQDetails
Price/CF
20.02
High:RF.PA
109.25RF.PALow:UCG.MI
1.86UCG.MIDetails
Price/FCF
40.9
High:AMZN
225.5AMZNLow:BMPS.MI
2.5BMPS.MIDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-62.68% | Sep 2021 | - | 52 |
-5.85% | Jan 2021 | Feb 2021 | 1 |
-4.12% | Jul 2021 | Aug 2021 | 1 |
-2.04% | Sep 2020 | Nov 2020 | 2 |