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+6.03%
This Month
-8.98%
Year To Date
+45.63%
2 Years
+63.46%
5 Years
+122.86%
10 Years
+15.43%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🚗 Consumer Durables25.2%
- 💵 Cash24.06%
- 📊 ETFs18%
- 🧩 Miscellaneous11.43%
- 🖥️ Technology Services8.48%
- 💻 Electronic Technology4.47%
- 💰 Finance3.51%
- 📡 Communications2.31%
- 🪙 Cryptocurrencies1.52%
- 🍞 Consumer Non Durables1.27%
- 🪨 Non Energy Minerals0.75%
- 🛠️ Producer Manufacturing0.75%
- ⛏️ Energy Minerals0.69%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq43.67%
- 🇺🇸 NYSE20.38%
- 🇬🇧 LSE8.64%
- 🌍 Digital Currency1.52%
- 🇺🇸 Chicago Board Options Exchange1.47%
- 🇫🇷 Euronext Paris1.4%
- 🇪🇸 Bolsa De Madrid0.69%
- 🇨🇭 SIX0.61%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States44.42%
- 🇫🇷 France1.4%
- 🇪🇸 Spain0.69%
- 🇨🇭 Switzerland0.61%
- 🇹🇼 Taiwan0.3%
Dividends
Dividend Yield
0.09%
10 out of 30 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $O (4.98%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 MC.PA | Ex-Dividend | Apr 28, 2026 | -$8.60 |
 CRS | Ex-Dividend | Apr 28, 2026 | $0.20 |
MC.PA | Pay Day | Apr 30, 2026 | -$8.60 |
 O | Ex-Dividend | Apr 30, 2026 | $0.27 |
O | Pay Day | May 15, 2026 | $0.27 |
CRS | Pay Day | Jun 4, 2026 | $0.20 |
 TSM | Ex-Dividend | Jun 11, 2026 | $0.95 |
 REP.MC | Ex-Dividend | Jul 6, 2026 | $0.59 |
REP.MC | Pay Day | Jul 8, 2026 | $0.59 |
TSM | Pay Day | Jul 9, 2026 | $0.95 |
Performance Metrics
Score 3.9/10
Beta
1.35
1.35
0
0.8
1.2
0
2
Sharpe Ratio
0.46
0.46
0
0.5
1
1.5
1.5
Sortino Ratio
0.78
0.78
0
1
2
3
3
Jensen's Alpha
-2.05
-2.05
-3
0
2
4.5
4.5
Omega Ratio
1.09
1.09
0
1
1.5
2.5
2.5
Treynor Ratio
0.91
0.91
0
0.75
1.25
2
2
Information Ratio
0.09
0.09
0
0.3
0.6
1
1
Calmar Ratio
0.34
0.34
0
0.3
0.6
1
1
Beta
1.35
1.35
0
0.8
1.2
0
2
Sharpe Ratio
0.46
0.46
0
0.5
1
1.5
1.5
Sortino Ratio
0.78
0.78
0
1
2
3
3
Jensen's Alpha
-2.05
-2.05
-3
0
2
4.5
4.5
Omega Ratio
1.09
1.09
0
1
1.5
2.5
2.5
Treynor Ratio
0.91
0.91
0
0.75
1.25
2
2
Information Ratio
0.09
0.09
0
0.3
0.6
1
1
Calmar Ratio
0.34
0.34
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
126.72
High:
TSLA
364.78TSLALow:
RKLB
-225.65RKLBDetails
PEG Ratio
-929.05
High:O
292.6OLow:RKLB
-11,532.17RKLBDetails
Price/Book
18.15
High:
PLTR
47.39PLTRLow:REP.MC
1.01REP.MCDetails
Price/Sales
15.54
High:
ASTS
324.55ASTSLow:REP.MC
0.41REP.MCDetails
Price/CF
75.98
High:
MSTR
7,511.07MSTRLow:REP.MC
3.55REP.MCDetails
Price/FCF
138.47
High:MSTR
1,187.5MSTRLow:
COIN
25COINDetails
P/E Ratio
126.72
High:TSLA
364.78TSLALow:RKLB
-225.65RKLBDetails
PEG Ratio
-929.05
High:O
292.6OLow:RKLB
-11,532.17RKLBDetails
Price/Book
18.15
High:PLTR
47.39PLTRLow:REP.MC
1.01REP.MCDetails
Price/Sales
15.54
High:ASTS
324.55ASTSLow:REP.MC
0.41REP.MCDetails
Price/CF
75.98
High:MSTR
7,511.07MSTRLow:REP.MC
3.55REP.MCDetails
Price/FCF
138.47
High:MSTR
1,187.5MSTRLow:COIN
25COINDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-39.16% | Nov 2021 | Feb 2024 | 27 |
-28.44% | Oct 2025 | - | 7 |
-27.74% | Feb 2025 | Jun 2025 | 4 |
-17.87% | Apr 2024 | Oct 2024 | 6 |
-6.15% | Dec 2024 | Jan 2025 | 1 |
-5.64% | Sep 2021 | Oct 2021 | 1 |
-5.11% | Sep 2020 | Nov 2020 | 2 |
-2.51% | Jul 2021 | Aug 2021 | 1 |
-1.56% | May 2021 | Jun 2021 | 1 |
-1.2% | Aug 2025 | Sep 2025 | 1 |
-1.13% | Mar 2021 | Apr 2021 | 1 |