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+0.33%
Today
+2.57%
This Month
+13.6%
Year To Date
+75%
2 Years
+189.34%
5 Years
+26.59%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💰 Finance23.34%
- 💻 Electronic Technology17.38%
- 🍞 Consumer Non Durables10.82%
- 🚗 Consumer Durables10.35%
- 🖥️ Technology Services9.36%
- 🪙 Cryptocurrencies5.53%
- 🧬 Health Technology3.72%
- 📊 ETFs3.64%
- 💇♀️ Consumer Services3.27%
- 🛍️ Retail Trade2.44%
- 📡 Communications2.43%
- ⚡ Utilities1.92%
- ⛏️ Energy Minerals1.69%
- 💵 Cash1.56%
- 🧪 Process Industries1.46%
- 🚚 Transportation1.01%
- 🏥 Health Services0.4%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE33.4%
- 🇺🇸 Nasdaq27.46%
- 🇮🇹 Borsa Italiana20.62%
- 🌍 Digital Currency5.53%
- 🇩🇪 FRA4.18%
- 🇫🇷 Euronext Paris2.96%
- 🇳🇱 Euronext Amsterdam2.07%
- 🇭🇰 Hong Kong Exchanges1.27%
- 🇬🇧 LSE1.26%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States53.26%
- 🇮🇹 Italy23.52%
- 🇩🇪 Germany4.18%
- 🇳🇱 Netherlands3.13%
- 🇫🇷 France2.96%
- 🇨🇳 China1.27%
- 🇬🇧 United Kingdom1.26%
Dividends
Dividend Yield
2.63%
55 out of 69 instruments pay dividend.
9 dividend payments in the next 30 days.
Highest Dividend: $BFF.MI (11.74%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 MBG.DE | 0.13% | 8.35% | $5.3 |
 BFF.MI | 0.13% | 11.74% | $0.98 |
 MO | 0.12% | 6.93% | $3.92 |
 VOW3.DE | 0.11% | 6.99% | $9.06 |
 INGA.NV | 0.11% | 5.39% | $1.11 |
 BAMI.MI | 0.1% | 9.81% | $0.56 |
 BGN.MI | 0.1% | 5.93% | $2.2 |
 STLAM.MI | 0.09% | 8.45% | $1.55 |
 AVGO | 0.08% | 0.8% | $19.7 |
 ABBV | 0.08% | 3.49% | $6.06 |
 ZV.MI | 0.08% | 5.27% | $0.75 |
 OMF | 0.07% | 7.27% | $4.04 |
 ISP.MI | 0.07% | 6.92% | $0.3 |
 UNI.MI | 0.07% | 5.08% | $0.38 |
 T | 0.07% | 4.06% | $1.11 |
 PST.MI | 0.07% | 6.06% | $0.8 |
 ENI.MI | 0.06% | 7.22% | $0.94 |
 PIA.MI | 0.06% | 8.03% | $0.21 |
 AZM.MI | 0.06% | 5.86% | $0.99 |
 SRG.MI | 0.06% | 5.7% | $0.28 |
 ENEL.MI | 0.06% | 6.09% | $0.43 |
 PEP | 0.06% | 3.88% | $5.15 |
 VZ | 0.05% | 6.35% | $2.66 |
 TTE.PA | 0.05% | 6.09% | $3.06 |
 PFE | 0.05% | 7.02% | $1.66 |
 UCG.MI | 0.05% | 4.14% | $1.8 |
 O | 0.04% | 5.65% | $3.09 |
 PG | 0.04% | 2.66% | $3.83 |
 MS | 0.04% | 2.68% | $3.4 |
 G.MI | 0.04% | 4.51% | $1.28 |
 LHA.DE | 0.04% | 3.99% | $0.3 |
 MONC.MI | 0.04% | 2.6% | $1.15 |
 MCD | 0.04% | 2.35% | $6.53 |
 MC.PA | 0.03% | 2.78% | $13 |
 WFC | 0.03% | 1.99% | $1.4 |
 KO | 0.03% | 2.87% | $1.89 |
 RACE | 0.03% | 0.64% | $2.64 |
 PRU.L | 0.02% | 1.9% | $0.28 |
 C | 0.02% | 2.45% | $2.12 |
 MSFT | 0.02% | 0.65% | $3 |
 BAC | 0.02% | 2.19% | $0.96 |
 HD | 0.02% | 2.5% | $8.52 |
 JPM | 0.02% | 1.82% | $4.4 |
 BLK | 0.02% | 1.88% | $20.2 |
 LDO.MI | 0.01% | 1.07% | $0.28 |
 BC.MI | 0.01% | 0.91% | $0.91 |
 AAPL | 0.01% | 0.48% | $0.97 |
 UNH | 0.01% | 3.02% | $7.74 |
 GOOG | 0.01% | 0.42% | $0.2 |
 RMS.PA | 0.01% | 1.11% | $25 |
 DIS | 0.01% | 0.83% | $0.75 |
 LLY | 0.01% | 0.76% | $4.86 |
 V | 0.01% | 0.65% | $2.01 |
 META | 0% | 0.29% | $1 |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
DIS | Pay Day | Jul 23, 2025 | $0.50 |
ENEL.MI | Pay Day | Jul 23, 2025 | $0.28 |
PFE | Ex-Dividend | Jul 25, 2025 | $0.43 |
JPM | Pay Day | Jul 31, 2025 | $1.40 |
MS | Ex-Dividend | Jul 31, 2025 | $1.00 |
T | Pay Day | Aug 1, 2025 | $0.28 |
VZ | Pay Day | Aug 1, 2025 | $0.68 |
O | Ex-Dividend | Aug 1, 2025 | $0.27 |
C | Ex-Dividend | Aug 4, 2025 | $0.60 |
PG | Pay Day | Aug 15, 2025 | $1.06 |
ABBV | Pay Day | Aug 15, 2025 | $1.64 |
LLY | Ex-Dividend | Aug 15, 2025 | $1.50 |
MS | Pay Day | Aug 15, 2025 | $1.00 |
O | Pay Day | Aug 15, 2025 | $0.27 |
MSFT | Ex-Dividend | Aug 21, 2025 | $0.83 |
C | Pay Day | Aug 22, 2025 | $0.60 |
PFE | Pay Day | Sep 2, 2025 | $0.43 |
LLY | Pay Day | Sep 10, 2025 | $1.50 |
MSFT | Pay Day | Sep 11, 2025 | $0.83 |
KO | Ex-Dividend | Sep 15, 2025 | $0.51 |
KO | Pay Day | Oct 1, 2025 | $0.51 |
TTE.PA | Ex-Dividend | Oct 1, 2025 | $0.97 |
TTE.PA | Pay Day | Oct 3, 2025 | $0.97 |
BGN.MI | Ex-Dividend | Feb 23, 2026 | $0.70 |
BGN.MI | Pay Day | Feb 25, 2026 | $0.70 |
Performance Metrics
Score 8.2/10
Beta
0.9
0.9
0
0.8
1.2
0
2
Sharpe Ratio
1.13
1.13
0
0.5
1
2
2
Sortino Ratio
2.17
2.17
0
1
2
3
3
Jensen's Alpha
9.04
9.04
-2
0
2
10
10
Omega Ratio
1.74
1.74
0
1
1.5
2.5
2.5
Treynor Ratio
1.91
1.91
0
0.75
1.25
2
2
Information Ratio
0.66
0.66
0
0.3
0.6
1
1
Calmar Ratio
0.99
0.99
0
0.3
0.6
1
1
Beta
0.9
0.9
0
0.8
1.2
0
2
Sharpe Ratio
1.13
1.13
0
0.5
1
2
2
Sortino Ratio
2.17
2.17
0
1
2
3
3
Jensen's Alpha
9.04
9.04
-2
0
2
10
10
Omega Ratio
1.74
1.74
0
1
1.5
2.5
2.5
Treynor Ratio
1.91
1.91
0
0.75
1.25
2
2
Information Ratio
0.66
0.66
0
0.3
0.6
1
1
Calmar Ratio
0.99
0.99
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
35.87
High:
PLTR
670.39PLTRLow:
AI
-12.86AIDetails
PEG Ratio
467.39
High:
KO
9,978.59KOLow:AI
-274.52AIDetails
Price/Book
8.73
High:
ABBV
235.41ABBVLow:
MCD
-61.5MCDDetails
Price/Sales
6.68
High:PLTR
125.81PLTRLow:
VOW3.DE
0.14VOW3.DEDetails
Price/CF
22.56
High:KO
282.33KOLow:
UCG.MI
1.86UCG.MIDetails
Price/FCF
44.94
High:
PEP
5,253.35PEPLow:
OMF
2.54OMFDetails
P/E Ratio
35.87
High:PLTR
670.39PLTRLow:AI
-12.86AIDetails
PEG Ratio
467.39
High:KO
9,978.59KOLow:AI
-274.52AIDetails
Price/Book
8.73
High:ABBV
235.41ABBVLow:MCD
-61.5MCDDetails
Price/Sales
6.68
High:PLTR
125.81PLTRLow:VOW3.DE
0.14VOW3.DEDetails
Price/CF
22.56
High:KO
282.33KOLow:UCG.MI
1.86UCG.MIDetails
Price/FCF
44.94
High:PEP
5,253.35PEPLow:OMF
2.54OMFDetails
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 |