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-1.1%
Today
+0.07%
This Month
-5.63%
Year To Date
+29.89%
2 Years
+29.89%
5 Years
+16.12%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs52%
- 🪙 Cryptocurrencies27.48%
- 💵 Cash6.02%
- 🖥️ Technology Services4.85%
- 🧩 Miscellaneous2.46%
- 🛍️ Retail Trade2.37%
- 🛠️ Producer Manufacturing2.14%
- 💻 Electronic Technology1.53%
- 🚗 Consumer Durables1.43%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE36.78%
- 🌍 Digital Currency27.48%
- 🇺🇸 Nasdaq17.24%
- 🇩🇪 Xetra ETFs4.89%
- 🇺🇸 Chicago Board Options Exchange4.31%
- 🇩🇪 FRA2.14%
- 🇮🇹 Borsa Italiana1.43%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States8.74%
- 🇨🇦 Canada2.46%
- 🇩🇪 Germany2.14%
- 🇳🇱 Netherlands1.43%
Dividends
Dividend Yield
0.7%
23 out of 44 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $STLAM.MI (7.92%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 STLAM.MI | 0.11% | 7.92% | $1.55 |
 IQQQ.DE | 0.05% | 2.13% | - |
 EWJ | 0.05% | 2.2% | - |
 EZU | 0.05% | 2.45% | - |
 TQQQ | 0.04% | 1.79% | - |
 DIA.US | 0.04% | 1.65% | - |
 VOO | 0.03% | 1.37% | - |
 UPRO | 0.03% | 1.31% | - |
 IWM | 0.03% | 1.27% | - |
 UDOW | 0.03% | 1.43% | - |
 DFEN | 0.03% | 0.76% | - |
 SSO | 0.02% | 0.97% | - |
 NAIL | 0.02% | 1.52% | - |
 SOXX | 0.02% | 0.81% | - |
 FAS | 0.02% | 0.88% | - |
 FIW.US | 0.02% | 0.74% | - |
 XLK | 0.02% | 0.74% | - |
 INDA | 0.02% | 0.74% | - |
 QQQ | 0.02% | 0.63% | - |
 MSFT | 0.02% | 0.69% | $3 |
 SMH | 0.01% | 0.51% | - |
 IWF | 0.01% | 0.49% | - |
 GOOGL | 0.01% | 0.48% | $0.2 |
Performance Metrics
Score 3.6/10
Beta
1.57
1.57
0
0.8
1.2
0
2
Sharpe Ratio
0.55
0.55
0
0.5
1
1.5
1.5
Sortino Ratio
0.93
0.93
0
1
2
3
3
Jensen's Alpha
-9.48
-9.48
-10
0
2
4.5
4.5
Omega Ratio
0.95
0.95
0
1
1.5
2.5
2.5
Treynor Ratio
0.75
0.75
0
0.75
1.25
2
2
Information Ratio
-0.07
-0.07
-1
0.3
0.6
1
1
Calmar Ratio
0.85
0.85
0
0.3
0.6
1
1
Beta
1.57
1.57
0
0.8
1.2
0
2
Sharpe Ratio
0.55
0.55
0
0.5
1
1.5
1.5
Sortino Ratio
0.93
0.93
0
1
2
3
3
Jensen's Alpha
-9.48
-9.48
-10
0
2
4.5
4.5
Omega Ratio
0.95
0.95
0
1
1.5
2.5
2.5
Treynor Ratio
0.75
0.75
0
0.75
1.25
2
2
Information Ratio
-0.07
-0.07
-1
0.3
0.6
1
1
Calmar Ratio
0.85
0.85
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
28.27
High:
ENR.DE
325.92ENR.DELow:
STLAM.MI
4.77STLAM.MIDetails
PEG Ratio
149.97
High:
MSFT
296.39MSFTLow:
ONTO
38.26ONTODetails
Price/Book
7.47
High:MSFT
10.71MSFTLow:STLAM.MI
0.31STLAM.MIDetails
Price/Sales
5.55
High:MSFT
12.82MSFTLow:STLAM.MI
0.16STLAM.MIDetails
Price/CF
17.84
High:ONTO
21.5ONTOLow:ENR.DE
8.85ENR.DEDetails
Price/FCF
49.33
High:
AMZN
98.68AMZNLow:STLAM.MI
8.12STLAM.MIDetails
P/E Ratio
28.27
High:ENR.DE
325.92ENR.DELow:STLAM.MI
4.77STLAM.MIDetails
PEG Ratio
149.97
High:MSFT
296.39MSFTLow:ONTO
38.26ONTODetails
Price/Book
7.47
High:MSFT
10.71MSFTLow:STLAM.MI
0.31STLAM.MIDetails
Price/Sales
5.55
High:MSFT
12.82MSFTLow:STLAM.MI
0.16STLAM.MIDetails
Price/CF
17.84
High:ONTO
21.5ONTOLow:ENR.DE
8.85ENR.DEDetails
Price/FCF
49.33
High:AMZN
98.68AMZNLow:STLAM.MI
8.12STLAM.MIDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-19.92% | Dec 2024 | - | 7 |
-8.55% | Apr 2024 | Nov 2024 | 7 |