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+0.44%
This Month
+20.89%
Year To Date
+61.87%
2 Years
+145.85%
5 Years
+261.26%
10 Years
+27.72%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services23.26%
- 💰 Finance10.37%
- 🧩 Miscellaneous10.04%
- 🛍️ Retail Trade8.71%
- 🍞 Consumer Non Durables8.31%
- 💻 Electronic Technology7.76%
- 🚚 Transportation6.53%
- 🪙 Cryptocurrencies6.47%
- 💼 Commercial Services5.88%
- 💇♀️ Consumer Services4.7%
- 🚗 Consumer Durables4.44%
- 📊 ETFs3.53%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq45.74%
- 🇺🇸 NYSE24.22%
- 🇩🇪 Xetra ETFs13.57%
- 🌍 Digital Currency6.47%
- 🇫🇷 Euronext Paris4.24%
- 🇮🇹 Borsa Italiana4.08%
- 🇳🇱 Euronext Amsterdam1.69%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States62.64%
- 🇮🇹 Italy8.21%
- 🇫🇷 France4.24%
- 🇹🇼 Taiwan3.19%
- 🇳🇱 Netherlands1.69%
Dividends
Dividend Yield
0.43%
16 out of 27 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $MONC.MI (2.31%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 MONC.MI | 0.09% | 2.31% | $1.15 |
 MSFT | 0.05% | 0.74% | $3 |
 RMS.PA | 0.05% | 1.21% | $25 |
 RACE | 0.04% | 0.96% | $2.64 |
 V | 0.04% | 0.71% | $2.01 |
 BKNG | 0.03% | 0.7% | $17.5 |
 TSM | 0.03% | 0.92% | $1.74 |
 META | 0.02% | 0.32% | $1 |
 MA | 0.02% | 0.56% | $2.46 |
 AXP | 0.02% | 0.83% | $2.6 |
 PYPL | 0.01% | 0.23% | - |
 ASML.NV | 0.01% | 0.7% | $6.1 |
 GOOG | 0.01% | 0.27% | $0.2 |
 MC.PA | 0.01% | 2.08% | $13 |
 NVDA | 0% | 0.02% | $0.02 |
 AAPL | 0% | 0.38% | $0.97 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
TSM | Pay Day | Jan 8, 2026 | $0.84 |
Performance Metrics
Score 8.2/10
Beta
0.89
0.89
0
0.8
1.2
0
2
Sharpe Ratio
1.13
1.13
0
0.5
1
2
2
Sortino Ratio
2.6
2.6
0
1
2
3
3
Jensen's Alpha
11.07
11.07
-2
0
2
12
12
Omega Ratio
1.61
1.61
0
1
1.5
2.5
2.5
Treynor Ratio
2.11
2.11
0
0.75
1.25
3
3
Information Ratio
0.62
0.62
0
0.3
0.6
1
1
Calmar Ratio
1.61
1.61
0
0.3
0.6
2
2
Beta
0.89
0.89
0
0.8
1.2
0
2
Sharpe Ratio
1.13
1.13
0
0.5
1
2
2
Sortino Ratio
2.6
2.6
0
1
2
3
3
Jensen's Alpha
11.07
11.07
-2
0
2
12
12
Omega Ratio
1.61
1.61
0
1
1.5
2.5
2.5
Treynor Ratio
2.11
2.11
0
0.75
1.25
3
3
Information Ratio
0.62
0.62
0
0.3
0.6
1
1
Calmar Ratio
1.61
1.61
0
0.3
0.6
2
2
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
32.17
High:
TSLA
306.67TSLALow:
UBER
10.92UBERDetails
PEG Ratio
751.02
High:
RMS.PA
9,248.58RMS.PALow:UBER
3.94UBERDetails
Price/Book
9.75
High:
MA
65.12MALow:
BKNG
-36.16BKNGDetails
Price/Sales
7.51
High:
NVDA
22.9NVDALow:
PYPL
1.8PYPLDetails
Price/CF
22.8
High:TSLA
99.57TSLALow:PYPL
10.02PYPLDetails
Price/FCF
62.91
High:TSLA
229.45TSLALow:PYPL
11.57PYPLDetails
P/E Ratio
32.17
High:TSLA
306.67TSLALow:UBER
10.92UBERDetails
PEG Ratio
751.02
High:RMS.PA
9,248.58RMS.PALow:UBER
3.94UBERDetails
Price/Book
9.75
High:MA
65.12MALow:BKNG
-36.16BKNGDetails
Price/Sales
7.51
High:NVDA
22.9NVDALow:PYPL
1.8PYPLDetails
Price/CF
22.8
High:TSLA
99.57TSLALow:PYPL
10.02PYPLDetails
Price/FCF
62.91
High:TSLA
229.45TSLALow:PYPL
11.57PYPLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-16.29% | Aug 2022 | Mar 2023 | 7 |
-11.43% | Feb 2025 | May 2025 | 3 |
-7.93% | Aug 2023 | Nov 2023 | 3 |
-7.25% | Feb 2021 | Jul 2022 | 17 |
-7.1% | Sep 2020 | Nov 2020 | 2 |
-2.74% | Nov 2025 | - | 2 |
-2.14% | Apr 2024 | May 2024 | 1 |
-1.03% | Jul 2024 | Aug 2024 | 1 |
-0.85% | Oct 2024 | Nov 2024 | 1 |