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+10.57%
This Month
+4.72%
Year To Date
+27.21%
2 Years
+62.84%
5 Years
+62.84%
10 Years
+14.58%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services19.7%
- 💻 Electronic Technology12.91%
- 📊 ETFs11.02%
- 🛍️ Retail Trade7.47%
- 🧬 Health Technology7.4%
- 🍞 Consumer Non Durables7.34%
- 🧪 Process Industries6.13%
- 🪨 Non Energy Minerals5.51%
- 🪙 Cryptocurrencies4.71%
- 🚚 Transportation4.54%
- 💰 Finance3.97%
- 🏭 Industrial Services3.06%
- ⚡ Utilities3.04%
- 💇♀️ Consumer Services1.19%
- 💵 Cash0.92%
- 🚗 Consumer Durables0.65%
- ⛏️ Energy Minerals0.49%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE50.51%
- 🇺🇸 Nasdaq38.22%
- 🌍 Digital Currency4.71%
- 🇮🇹 Borsa Italiana3.7%
- 🇫🇷 Euronext Paris2%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States62.29%
- 🇧🇷 Brazil5.51%
- 🇩🇰 Denmark3.42%
- 🇬🇧 United Kingdom3.05%
- 🇮🇹 Italy3.04%
- 🇨🇳 China2.62%
- 🇫🇷 France2%
- 🇮🇱 Israel0.82%
- 🇳🇱 Netherlands0.65%
Dividends
Dividend Yield
2.06%
18 out of 30 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: $IEP (24.84%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 VALE | 0.39% | 7.16% | $1.33 |
 MO | 0.35% | 6.51% | $3.92 |
 LYB | 0.22% | 7.17% | $5.09 |
 ENEL.MI | 0.15% | 5.04% | $0.43 |
 EMN | 0.14% | 4.63% | $3.22 |
 IEP | 0.12% | 24.84% | $4 |
 NVO | 0.1% | 3.04% | $0.98 |
 GILD | 0.09% | 2.35% | $3.04 |
 JD.US | 0.08% | 3.12% | $0.74 |
 BAC | 0.08% | 2.04% | $0.96 |
 QCOM | 0.07% | 2.55% | $3.25 |
 STLAM.MI | 0.06% | 9.25% | $1.55 |
 DELL | 0.05% | 1.07% | $1.63 |
 MC.PA | 0.05% | 2.66% | $13 |
 MSFT | 0.03% | 0.85% | $3 |
 VG | 0.02% | 0.6% | - |
 META | 0.02% | 0.31% | $1 |
 GOOG | 0.02% | 0.25% | $0.2 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
MC.PA | Ex-Dividend | Apr 28, 2026 | $8.60 |
JD.US | Pay Day | Apr 29, 2026 | $1.00 |
MC.PA | Pay Day | Apr 30, 2026 | $8.60 |
MO | Pay Day | Apr 30, 2026 | $1.06 |
DELL | Pay Day | May 1, 2026 | $0.63 |
MSFT | Ex-Dividend | May 21, 2026 | $0.91 |
QCOM | Ex-Dividend | Jun 4, 2026 | $0.92 |
MSFT | Pay Day | Jun 11, 2026 | $0.91 |
QCOM | Pay Day | Jun 25, 2026 | $0.92 |
ENEL.MI | Ex-Dividend | Jul 20, 2026 | $0.30 |
ENEL.MI | Pay Day | Jul 22, 2026 | $0.30 |
Performance Metrics
Score 4.9/10
Beta
0.75
0.75
0
0.8
1.2
0
2
Sharpe Ratio
0.37
0.37
0
0.5
1
1.5
1.5
Sortino Ratio
0.61
0.61
0
1
2
3
3
Jensen's Alpha
1.22
1.22
-2
0
2
4.5
4.5
Omega Ratio
0.96
0.96
0
1
1.5
2.5
2.5
Treynor Ratio
0.92
0.92
0
0.75
1.25
2
2
Information Ratio
-0.05
-0.05
-1
0.3
0.6
1
1
Calmar Ratio
0.43
0.43
0
0.3
0.6
1
1
Beta
0.75
0.75
0
0.8
1.2
0
2
Sharpe Ratio
0.37
0.37
0
0.5
1
1.5
1.5
Sortino Ratio
0.61
0.61
0
1
2
3
3
Jensen's Alpha
1.22
1.22
-2
0
2
4.5
4.5
Omega Ratio
0.96
0.96
0
1
1.5
2.5
2.5
Treynor Ratio
0.92
0.92
0
0.75
1.25
2
2
Information Ratio
-0.05
-0.05
-1
0.3
0.6
1
1
Calmar Ratio
0.43
0.43
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
29.22
High:
SHLS
35.93SHLSLow:
INTC
-836.39INTCDetails
PEG Ratio
56.58
High:
UBER
561.2UBERLow:INTC
-851.7INTCDetails
Price/Book
7.07
High:
NFLX
12.83NFLXLow:DELL
-51.88DELLDetails
Price/Sales
5.82
High:GOOG
10.3GOOGLow:STLAM.MI
0.14STLAM.MIDetails
Price/CF
18.28
High:
VLN
272.2VLNLow:VG
2.55VGDetails
Price/FCF
55.65
High:VALE
565.82VALELow:
CDLX
7.09CDLXDetails
P/E Ratio
29.22
High:SHLS
35.93SHLSLow:INTC
-836.39INTCDetails
PEG Ratio
56.58
High:UBER
561.2UBERLow:INTC
-851.7INTCDetails
Price/Book
7.07
High:NFLX
12.83NFLXLow:DELL
-51.88DELLDetails
Price/Sales
5.82
High:GOOG
10.3GOOGLow:STLAM.MI
0.14STLAM.MIDetails
Price/CF
18.28
High:VLN
272.2VLNLow:VG
2.55VGDetails
Price/FCF
55.65
High:VALE
565.82VALELow:CDLX
7.09CDLXDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-22.55% | Aug 2022 | Mar 2023 | 7 |
-13.31% | Feb 2025 | Jun 2025 | 4 |
-9.8% | Aug 2023 | Feb 2024 | 6 |
-8.09% | Apr 2024 | Jan 2025 | 9 |
-7.35% | Nov 2025 | Apr 2026 | 5 |
-7.35% | May 2023 | Jun 2023 | 1 |