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0%
This Month
+5.35%
Year To Date
+45%
2 Years
+45%
5 Years
+45%
10 Years
+21.39%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs46.04%
- 🪙 Cryptocurrencies29%
- 💵 Cash9.59%
- 🖥️ Technology Services4.22%
- 🛠️ Producer Manufacturing2.37%
- 🧩 Miscellaneous2.18%
- 💻 Electronic Technology2.17%
- 🍞 Consumer Non Durables1.93%
- 🛍️ Retail Trade1.76%
- 🚗 Consumer Durables1.62%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE37.25%
- 🌍 Digital Currency29%
- 🇺🇸 Nasdaq13.06%
- 🇩🇪 Xetra ETFs4.13%
- 🇺🇸 Chicago Board Options Exchange3.85%
- 🇩🇪 FRA2.37%
- 🇮🇹 Borsa Italiana1.62%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States10.07%
- 🇩🇪 Germany2.37%
- 🇨🇦 Canada2.18%
- 🇳🇱 Netherlands1.62%
Dividends
Dividend Yield
0.67%
24 out of 45 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $STLAM.MI (8.94%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 STLAM.MI | 0.15% | 8.94% | $1.55 |
 IQQQ.DE | 0.05% | 2.13% | - |
 EZU | 0.04% | 2.59% | - |
 EWJ | 0.04% | 2.2% | - |
 PG | 0.03% | 2.74% | $3.83 |
 DIA.US | 0.03% | 1.53% | - |
 NAIL | 0.03% | 1.8% | - |
 UDOW | 0.03% | 1.28% | - |
 VOO | 0.03% | 1.22% | - |
 TQQQ | 0.03% | 1.11% | - |
 IWM | 0.03% | 1.15% | - |
 UPRO | 0.02% | 0.97% | - |
 KO | 0.02% | 2.93% | $1.89 |
 SSO | 0.02% | 0.81% | - |
 FIW.US | 0.02% | 0.71% | - |
 FAS | 0.02% | 0.86% | - |
 INDA | 0.02% | 0.72% | - |
 XLK | 0.01% | 0.61% | - |
 MSFT | 0.01% | 0.63% | $3 |
 QQQ | 0.01% | 0.51% | - |
 DFEN | 0.01% | 0.39% | - |
 IWF | 0.01% | 0.42% | - |
 GOOGL | 0.01% | 0.43% | $0.2 |
 SMH | 0.01% | 0.38% | - |
Performance Metrics
Score 3.9/10
Beta
1.54
1.54
0
0.8
1.2
0
2
Sharpe Ratio
0.62
0.62
0
0.5
1
1.5
1.5
Sortino Ratio
1.05
1.05
0
1
2
3
3
Jensen's Alpha
-10.39
-10.39
-11
0
2
4.5
4.5
Omega Ratio
0.93
0.93
0
1
1.5
2.5
2.5
Treynor Ratio
0.85
0.85
0
0.75
1.25
2
2
Information Ratio
-0.09
-0.09
-1
0.3
0.6
1
1
Calmar Ratio
0.94
0.94
0
0.3
0.6
1
1
Beta
1.54
1.54
0
0.8
1.2
0
2
Sharpe Ratio
0.62
0.62
0
0.5
1
1.5
1.5
Sortino Ratio
1.05
1.05
0
1
2
3
3
Jensen's Alpha
-10.39
-10.39
-11
0
2
4.5
4.5
Omega Ratio
0.93
0.93
0
1
1.5
2.5
2.5
Treynor Ratio
0.85
0.85
0
0.75
1.25
2
2
Information Ratio
-0.09
-0.09
-1
0.3
0.6
1
1
Calmar Ratio
0.94
0.94
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
29.8
High:
ENR.DE
360.53ENR.DELow:
STLAM.MI
-9.15STLAM.MIDetails
PEG Ratio
167.02
High:ENR.DE
326.27ENR.DELow:
ONTO
37.54ONTODetails
Price/Book
7.68
High:
MSFT
11.34MSFTLow:STLAM.MI
0.3STLAM.MIDetails
Price/Sales
5.9
High:MSFT
13.88MSFTLow:STLAM.MI
0.15STLAM.MIDetails
Price/CF
20.87
High:
KO
233.26KOLow:ENR.DE
8.85ENR.DEDetails
Price/FCF
62.92
High:KO
272.99KOLow:STLAM.MI
8.12STLAM.MIDetails
P/E Ratio
29.8
High:ENR.DE
360.53ENR.DELow:STLAM.MI
-9.15STLAM.MIDetails
PEG Ratio
167.02
High:ENR.DE
326.27ENR.DELow:ONTO
37.54ONTODetails
Price/Book
7.68
High:MSFT
11.34MSFTLow:STLAM.MI
0.3STLAM.MIDetails
Price/Sales
5.9
High:MSFT
13.88MSFTLow:STLAM.MI
0.15STLAM.MIDetails
Price/CF
20.87
High:KO
233.26KOLow:ENR.DE
8.85ENR.DEDetails
Price/FCF
62.92
High:KO
272.99KOLow:STLAM.MI
8.12STLAM.MIDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-19.92% | Dec 2024 | - | 8 |
-8.55% | Apr 2024 | Nov 2024 | 7 |