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-2.92%
This Month
-3.17%
Year To Date
+42.77%
2 Years
+54.96%
5 Years
+54.96%
10 Years
+28.44%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🧩 Miscellaneous41.87%
- 📊 ETFs25.72%
- 🍞 Consumer Non Durables6.08%
- 💰 Finance5.5%
- 🖥️ Technology Services4.79%
- 🛍️ Retail Trade4.34%
- 💼 Commercial Services4%
- 💵 Cash2.59%
- 🪙 Cryptocurrencies2.06%
- 🧬 Health Technology1.79%
- 🛠️ Producer Manufacturing1.23%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE37.71%
- 🇩🇪 Xetra ETFs29.88%
- 🇺🇸 NYSE16.94%
- 🇺🇸 Nasdaq7.53%
- 🇮🇹 Borsa Italiana3.26%
- 🌍 Digital Currency2.06%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States16.14%
- 🇮🇹 Italy3.26%
- 🇨🇳 China3.01%
- 🇮🇳 India2.46%
- 🇨🇦 Canada1.53%
- 🇺🇾 Uruguay1.33%
Dividends
Dividend Yield
0.47%
10 out of 26 instruments pay dividend.
6 dividend payments in the next 30 days.
Highest Dividend: $ISP.MI (6.63%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 IBM | Pay Day | Jun 10, 2026 | $1.69 |
 MSFT | Pay Day | Jun 11, 2026 | $0.91 |
 BABA | Ex-Dividend | Jun 11, 2026 | $1.05 |
 KO | Ex-Dividend | Jun 15, 2026 | $0.53 |
 DLR | Ex-Dividend | Jun 15, 2026 | $1.22 |
 GIL | Pay Day | Jun 15, 2026 | $0.25 |
 PYPL | Pay Day | Jun 25, 2026 | $0.14 |
DLR | Pay Day | Jun 30, 2026 | $1.22 |
KO | Pay Day | Jul 1, 2026 | $0.53 |
BABA | Pay Day | Jul 13, 2026 | $1.05 |
Performance Metrics
Score 6.8/10
Beta
0.98
0.98
0
0.8
1.2
0
2
Sharpe Ratio
0.85
0.85
0
0.5
1
1.5
1.5
Sortino Ratio
1.49
1.49
0
1
2
3
3
Jensen's Alpha
6.68
6.68
-2
0
2
7
7
Omega Ratio
1.29
1.29
0
1
1.5
2.5
2.5
Treynor Ratio
1.7
1.7
0
0.75
1.25
2
2
Information Ratio
0.31
0.31
0
0.3
0.6
1
1
Calmar Ratio
1.31
1.31
0
0.3
0.6
2
2
Beta
0.98
0.98
0
0.8
1.2
0
2
Sharpe Ratio
0.85
0.85
0
0.5
1
1.5
1.5
Sortino Ratio
1.49
1.49
0
1
2
3
3
Jensen's Alpha
6.68
6.68
-2
0
2
7
7
Omega Ratio
1.29
1.29
0
1
1.5
2.5
2.5
Treynor Ratio
1.7
1.7
0
0.75
1.25
2
2
Information Ratio
0.31
0.31
0
0.3
0.6
1
1
Calmar Ratio
1.31
1.31
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
23.26
High:DLR
49.91DLRLow:
NNE
-37.57NNEDetails
PEG Ratio
119.13
High:
HDB
720.61HDBLow:NNE
-160.85NNEDetails
Price/Book
5.1
High:
MELI
11.38MELILow:
NKTX
0.69NKTXDetails
Price/Sales
5.02
High:DLR
10.56DLRLow:NKTX
-NKTXDetails
Price/CF
16.59
High:BABA
28.22BABALow:
ISP.MI
3.47ISP.MIDetails
Price/FCF
48.84
High:BABA
1,196.17BABALow:ISP.MI
3.91ISP.MIDetails
P/E Ratio
23.26
High:DLR
49.91DLRLow:NNE
-37.57NNEDetails
PEG Ratio
119.13
High:HDB
720.61HDBLow:NNE
-160.85NNEDetails
Price/Book
5.1
High:MELI
11.38MELILow:NKTX
0.69NKTXDetails
Price/Sales
5.02
High:DLR
10.56DLRLow:NKTX
-NKTXDetails
Price/CF
16.59
High:BABA
28.22BABALow:ISP.MI
3.47ISP.MIDetails
Price/FCF
48.84
High:BABA
1,196.17BABALow:ISP.MI
3.91ISP.MIDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-18.19% | Dec 2024 | Aug 2025 | 8 |
-9.41% | Oct 2025 | - | 9 |
-5.87% | Jun 2024 | Sep 2024 | 3 |