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+0.93%
This Month
+18.78%
Year To Date
+93.76%
2 Years
+178.3%
5 Years
+226.83%
10 Years
+26.73%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💰 Finance23.29%
- 💻 Electronic Technology18.6%
- 🍞 Consumer Non Durables10.36%
- 🚗 Consumer Durables10.08%
- 🖥️ Technology Services9.21%
- 🪙 Cryptocurrencies5.24%
- 🧬 Health Technology3.75%
- 📊 ETFs3.72%
- 💇♀️ Consumer Services3.22%
- 📡 Communications2.52%
- 🛍️ Retail Trade2.48%
- ⚡ Utilities1.87%
- 💵 Cash1.78%
- ⛏️ Energy Minerals1.62%
- 🧪 Process Industries1.3%
- 🚚 Transportation0.97%
- 🏥 Health Services0.42%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE32.71%
- 🇺🇸 Nasdaq29.09%
- 🇮🇹 Borsa Italiana20.16%
- 🌍 Digital Currency5.24%
- 🇩🇪 FRA4.21%
- 🇫🇷 Euronext Paris2.76%
- 🇳🇱 Euronext Amsterdam2.08%
- 🇬🇧 LSE1.27%
- 🇭🇰 Hong Kong Exchanges1.12%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States54.45%
- 🇮🇹 Italy22.8%
- 🇩🇪 Germany4.21%
- 🇳🇱 Netherlands3.08%
- 🇫🇷 France2.76%
- 🇬🇧 United Kingdom1.27%
- 🇨🇳 China1.12%
Dividends
Dividend Yield
2.5%
55 out of 69 instruments pay dividend.
16 dividend payments in the next 30 days.
Highest Dividend: $BFF.MI (11.74%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 BFF.MI | 0.13% | 11.74% | $0.98 |
 MBG.DE | 0.12% | 8.11% | $5.3 |
 MO | 0.11% | 6.21% | $3.92 |
 VOW3.DE | 0.11% | 6.37% | $9.06 |
 INGA.NV | 0.11% | 5.15% | $1.11 |
 BAMI.MI | 0.09% | 8.72% | $0.56 |
 BGN.MI | 0.09% | 5.69% | $2.2 |
 STLAM.MI | 0.09% | 8.77% | $1.55 |
 AVGO | 0.08% | 0.69% | $19.7 |
 ZV.MI | 0.07% | 5.61% | $0.75 |
 ABBV | 0.07% | 3.06% | $6.06 |
 OMF | 0.07% | 6.79% | $4.04 |
 ISP.MI | 0.07% | 6.44% | $0.3 |
 UNI.MI | 0.06% | 4.94% | $0.38 |
 T | 0.06% | 3.76% | $1.11 |
 PST.MI | 0.06% | 5.5% | $0.8 |
 ENI.MI | 0.06% | 7% | $0.94 |
 AZM.MI | 0.06% | 5.87% | $0.99 |
 ENEL.MI | 0.05% | 5.99% | $0.43 |
 SRG.MI | 0.05% | 5.61% | $0.28 |
 PEP | 0.05% | 3.81% | $5.15 |
 VZ | 0.05% | 6.13% | $2.66 |
 TTE.PA | 0.05% | 6.33% | $3.06 |
 PFE | 0.05% | 6.92% | $1.66 |
 UCG.MI | 0.04% | 3.69% | $1.8 |
 O | 0.04% | 5.41% | $3.09 |
 PG | 0.04% | 2.59% | $3.83 |
 G.MI | 0.04% | 4.3% | $1.28 |
 MS | 0.04% | 2.55% | $3.4 |
 LHA.DE | 0.04% | 3.98% | $0.3 |
 MONC.MI | 0.04% | 2.77% | $1.15 |
 MCD | 0.03% | 2.26% | $6.53 |
 MC.PA | 0.03% | 2.63% | $13 |
 WFC | 0.03% | 2.09% | $1.4 |
 PIA.MI | 0.03% | 3.9% | $0.21 |
 RACE | 0.03% | 0.72% | $2.64 |
 KO | 0.03% | 2.97% | $1.89 |
 PRU.L | 0.02% | 1.85% | $0.28 |
 C | 0.02% | 2.39% | $2.12 |
 BAC | 0.02% | 2.14% | $0.96 |
 MSFT | 0.02% | 0.67% | $3 |
 HD | 0.02% | 2.19% | $8.52 |
 JPM | 0.02% | 1.8% | $4.4 |
 BLK | 0.01% | 1.89% | $20.2 |
 LDO.MI | 0.01% | 1.1% | $0.28 |
 BC.MI | 0.01% | 0.98% | $0.91 |
 AAPL | 0.01% | 0.43% | $0.97 |
 UNH | 0.01% | 2.74% | $7.74 |
 GOOG | 0.01% | 0.35% | $0.2 |
 RMS.PA | 0.01% | 1.28% | $25 |
 DIS | 0.01% | 0.85% | $0.75 |
 LLY | 0.01% | 0.8% | $4.86 |
 V | 0.01% | 0.69% | $2.01 |
 META | 0% | 0.27% | $1 |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
GOOG | Ex-Dividend | Sep 8, 2025 | $0.21 |
LLY | Pay Day | Sep 10, 2025 | $1.50 |
MSFT | Pay Day | Sep 11, 2025 | $0.83 |
NVDA | Ex-Dividend | Sep 11, 2025 | $0.01 |
GOOG | Pay Day | Sep 15, 2025 | $0.21 |
KO | Ex-Dividend | Sep 15, 2025 | $0.51 |
UNH | Ex-Dividend | Sep 15, 2025 | $2.21 |
MO | Ex-Dividend | Sep 15, 2025 | $1.06 |
O | Pay Day | Sep 15, 2025 | $0.27 |
MCD | Pay Day | Sep 16, 2025 | $1.77 |
HD | Pay Day | Sep 18, 2025 | $2.30 |
ENI.MI | Ex-Dividend | Sep 22, 2025 | $0.31 |
PIA.MI | Ex-Dividend | Sep 22, 2025 | $0.05 |
AVGO | Ex-Dividend | Sep 22, 2025 | $0.59 |
UNH | Pay Day | Sep 23, 2025 | $2.21 |
BLK | Pay Day | Sep 23, 2025 | $5.21 |
ENI.MI | Pay Day | Sep 24, 2025 | $0.31 |
PIA.MI | Pay Day | Sep 24, 2025 | $0.05 |
BAC | Pay Day | Sep 26, 2025 | $0.28 |
PEP | Pay Day | Sep 30, 2025 | $1.42 |
AVGO | Pay Day | Sep 30, 2025 | $0.59 |
KO | Pay Day | Oct 1, 2025 | $0.51 |
TTE.PA | Ex-Dividend | Oct 1, 2025 | $0.97 |
NVDA | Pay Day | Oct 2, 2025 | $0.01 |
TTE.PA | Pay Day | Oct 3, 2025 | $0.97 |
MO | Pay Day | Oct 10, 2025 | $1.06 |
PRU.L | Pay Day | Oct 16, 2025 | $0.08 |
MC.PA | Ex-Dividend | Dec 2, 2025 | $6.47 |
MC.PA | Pay Day | Dec 4, 2025 | $6.47 |
BGN.MI | Ex-Dividend | Feb 23, 2026 | $0.70 |
BGN.MI | Pay Day | Feb 25, 2026 | $0.70 |
Performance Metrics
Score 8.3/10
Beta
0.9
0.9
0
0.8
1.2
0
2
Sharpe Ratio
1.17
1.17
0
0.5
1
2
2
Sortino Ratio
2.24
2.24
0
1
2
3
3
Jensen's Alpha
9
9
-2
0
2
10
10
Omega Ratio
1.72
1.72
0
1
1.5
2.5
2.5
Treynor Ratio
1.95
1.95
0
0.75
1.25
2
2
Information Ratio
0.65
0.65
0
0.3
0.6
1
1
Calmar Ratio
1.02
1.02
0
0.3
0.6
2
2
Beta
0.9
0.9
0
0.8
1.2
0
2
Sharpe Ratio
1.17
1.17
0
0.5
1
2
2
Sortino Ratio
2.24
2.24
0
1
2
3
3
Jensen's Alpha
9
9
-2
0
2
10
10
Omega Ratio
1.72
1.72
0
1
1.5
2.5
2.5
Treynor Ratio
1.95
1.95
0
0.75
1.25
2
2
Information Ratio
0.65
0.65
0
0.3
0.6
1
1
Calmar Ratio
1.02
1.02
0
0.3
0.6
2
2
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
37.52
High:
PLTR
518.91PLTRLow:
STLAM.MI
-9.3STLAM.MIDetails
PEG Ratio
1,675.1
High:
AAPL
24,779.06AAPLLow:
PFE
2.55PFEDetails
Price/Book
9.19
High:PLTR
62.46PLTRLow:
ABBV
-2,055.98ABBVDetails
Price/Sales
7.08
High:PLTR
116.31PLTRLow:STLAM.MI
0.15STLAM.MIDetails
Price/CF
24.44
High:
KO
233.26KOLow:
BAMI.MI
0.99BAMI.MIDetails
Price/FCF
51.07
High:
PEP
5,253.35PEPLow:BAMI.MI
1.11BAMI.MIDetails
P/E Ratio
37.52
High:PLTR
518.91PLTRLow:STLAM.MI
-9.3STLAM.MIDetails
PEG Ratio
1,675.1
High:AAPL
24,779.06AAPLLow:PFE
2.55PFEDetails
Price/Book
9.19
High:PLTR
62.46PLTRLow:ABBV
-2,055.98ABBVDetails
Price/Sales
7.08
High:PLTR
116.31PLTRLow:STLAM.MI
0.15STLAM.MIDetails
Price/CF
24.44
High:KO
233.26KOLow:BAMI.MI
0.99BAMI.MIDetails
Price/FCF
51.07
High:PEP
5,253.35PEPLow:BAMI.MI
1.11BAMI.MIDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-24.19% | Jan 2022 | Jun 2023 | 17 |
-6.31% | Aug 2023 | Nov 2023 | 3 |
-5.92% | Sep 2020 | Nov 2020 | 2 |
-5.61% | May 2021 | Aug 2021 | 3 |
-4.89% | Feb 2025 | May 2025 | 3 |
-4.76% | Sep 2021 | Oct 2021 | 1 |
-3.94% | Feb 2021 | Apr 2021 | 2 |
-2.02% | Apr 2024 | May 2024 | 1 |
-1.05% | Oct 2024 | Dec 2024 | 2 |