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+0.31%
Today
-5.21%
This Month
+18.3%
Year To Date
+2105.6%
2 Years
+924%
5 Years
+71.06%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology28.31%
- 🪙 Cryptocurrencies17.71%
- 📊 ETFs13.73%
- 🖥️ Technology Services8.14%
- 🚗 Consumer Durables6.3%
- 💰 Finance6.23%
- 🍞 Consumer Non Durables5.4%
- 🚚 Transportation4.64%
- 🛍️ Retail Trade4.51%
- 💼 Commercial Services4.21%
- ⛏️ Energy Minerals0.54%
- 💵 Cash0.23%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq54.22%
- 🌍 Digital Currency17.71%
- 🇺🇸 NYSE17.39%
- 🇺🇸 Chicago Board Options Exchange3.49%
- 🇫🇷 Euronext Paris2.55%
- 🇩🇪 Xetra ETFs1.53%
- 🇬🇧 LSE1.49%
- 🇳🇱 Euronext Amsterdam1.33%
- 🇭🇰 Hong Kong Exchanges0.01%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States55.71%
- 🇨🇾 Cyprus4.64%
- 🇳🇱 Netherlands2.69%
- 🇫🇷 France2.55%
- 🇰🇷 South Korea1.49%
- 🇨🇳 China0.65%
- 🇧🇷 Brazil0.54%
Dividends
Dividend Yield
1.16%
19 out of 34 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $PBR.A (12.36%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 FRO | 0.53% | 11.53% | $2.17 |
 NKE | 0.08% | 2.76% | $1.45 |
 MC.PA | 0.07% | 2.68% | $13 |
 PBR.A | 0.07% | 12.36% | $2.21 |
 INTC | 0.07% | 2.64% | $0.5 |
 VNQ | 0.06% | 4.01% | - |
 XLRE | 0.05% | 3.33% | - |
 IYR | 0.04% | 2.52% | - |
 SMSN.L | 0.04% | 2.48% | $23.68 |
 EEM | 0.03% | 2.33% | - |
 AAPL | 0.02% | 0.51% | $0.97 |
 MSFT | 0.02% | 0.88% | $3 |
 VTI | 0.02% | 1.36% | - |
 SPY | 0.02% | 1.28% | - |
 ASML.NV | 0.02% | 1.14% | $6.1 |
 ASML | 0.01% | 0.9% | $5.57 |
 GOOG | 0.01% | 0.52% | $0.2 |
 BABA | 0.01% | 0.9% | $0.98 |
 NVDA | 0% | 0.04% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
MC.PA | Ex-Dividend | Apr 24, 2025 | $8.54 |
ASML.NV | Ex-Dividend | Apr 25, 2025 | $2.10 |
MC.PA | Pay Day | Apr 28, 2025 | $8.54 |
ASML | Ex-Dividend | Apr 28, 2025 | $1.92 |
ASML | Pay Day | May 6, 2025 | $1.92 |
ASML.NV | Pay Day | May 6, 2025 | $2.10 |
MSFT | Ex-Dividend | May 15, 2025 | $0.83 |
MSFT | Pay Day | Jun 12, 2025 | $0.83 |
EEM | Pay Day | Jun 17, 2025 | $0.29 |
IYR | Pay Day | Jun 17, 2025 | $0.55 |
Performance Metrics
Score 7.5/10
Beta
-0.94
-0.94
-1
0.8
1.2
-1
2
Sharpe Ratio
0.48
0.48
0
0.5
1
1.5
1.5
Sortino Ratio
10
10
0
1
2
10
10
Jensen's Alpha
1180.16
1180.16
-2
0
2
1181
1181
Omega Ratio
7.79
7.79
0
1
1.5
8
8
Treynor Ratio
-24.64
-24.64
-25
0.75
1.25
2
2
Information Ratio
0.47
0.47
0
0.3
0.6
1
1
Calmar Ratio
1.14
1.14
0
0.3
0.6
2
2
Beta
-0.94
-0.94
-1
0.8
1.2
-1
2
Sharpe Ratio
0.48
0.48
0
0.5
1
1.5
1.5
Sortino Ratio
10
10
0
1
2
10
10
Jensen's Alpha
1180.16
1180.16
-2
0
2
1181
1181
Omega Ratio
7.79
7.79
0
1
1.5
8
8
Treynor Ratio
-24.64
-24.64
-25
0.75
1.25
2
2
Information Ratio
0.47
0.47
0
0.3
0.6
1
1
Calmar Ratio
1.14
1.14
0
0.3
0.6
2
2
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
32.8
High:
PLTR
495.93PLTRLow:
INTC
-4.33INTCDetails
PEG Ratio
89.26
High:PLTR
441.28PLTRLow:
03333.HK
-0.0303333.HKDetails
Price/Book
10.42
High:
AAPL
44.38AAPLLow:03333.HK
-003333.HKDetails
Price/Sales
6.53
High:PLTR
82.74PLTRLow:03333.HK
0.0103333.HKDetails
Price/CF
30.88
High:PLTR
165.72PLTRLow:03333.HK
1.7403333.HKDetails
Price/FCF
55.64
High:
TSLA
396.62TSLALow:
FRO
9.84FRODetails
P/E Ratio
32.8
High:PLTR
495.93PLTRLow:INTC
-4.33INTCDetails
PEG Ratio
89.26
High:PLTR
441.28PLTRLow:03333.HK
-0.0303333.HKDetails
Price/Book
10.42
High:AAPL
44.38AAPLLow:03333.HK
-003333.HKDetails
Price/Sales
6.53
High:PLTR
82.74PLTRLow:03333.HK
0.0103333.HKDetails
Price/CF
30.88
High:PLTR
165.72PLTRLow:03333.HK
1.7403333.HKDetails
Price/FCF
55.64
High:TSLA
396.62TSLALow:FRO
9.84FRODetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-65.39% | Feb 2021 | Oct 2024 | 44 |
-17.52% | Feb 2025 | - | 3 |