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+3.86%
This Month
+15.3%
Year To Date
+58.7%
2 Years
+58.7%
5 Years
+58.7%
10 Years
+25.98%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies31.23%
- 📊 ETFs30.17%
- 💵 Cash20.69%
- 🍞 Consumer Non Durables4.31%
- 🖥️ Technology Services3.88%
- 🛠️ Producer Manufacturing2.44%
- 💻 Electronic Technology2.39%
- 🧩 Miscellaneous2.26%
- 🚗 Consumer Durables2.25%
- 🛍️ Retail Trade2.03%
- 📡 Communications1.29%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency31.23%
- 🇺🇸 NYSE26.82%
- 🇺🇸 Nasdaq10.42%
- 🇩🇪 Xetra ETFs3.87%
- 🇺🇸 Chicago Board Options Exchange3.57%
- 🇩🇪 FRA2.44%
- 🇮🇹 Borsa Italiana2.25%
- 🇬🇧 LSE1.2%
- 🇨🇭 SIX0.46%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States13.45%
- 🇩🇪 Germany2.44%
- 🇨🇦 Canada2.26%
- 🇳🇱 Netherlands2.25%
- 🇨🇭 Switzerland0.46%
Dividends
Dividend Yield
0.62%
19 out of 44 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $STLAM.MI (8.29%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 STLAM.MI | 0.19% | 8.29% | $1.55 |
 KO | 0.05% | 3.05% | $1.89 |
 IQQQ.DE | 0.04% | 2.13% | - |
 EWJ | 0.04% | 2.2% | - |
 EZU | 0.04% | 2.59% | - |
 DIA.US | 0.03% | 1.53% | - |
 PG | 0.03% | 2.64% | $3.83 |
 MDLZ | 0.03% | 3.1% | $1.7 |
 IWM | 0.03% | 1.15% | - |
 VOO | 0.02% | 1.22% | - |
 FAS | 0.02% | 0.86% | - |
 NESN.ZU | 0.02% | 4.25% | $3 |
 FIW.US | 0.02% | 0.71% | - |
 INDA | 0.01% | 0.72% | - |
 XLK | 0.01% | 0.61% | - |
 MSFT | 0.01% | 0.64% | $3 |
 IWF | 0.01% | 0.42% | - |
 SMH | 0.01% | 0.38% | - |
 GOOGL | 0.01% | 0.32% | $0.2 |
Performance Metrics
Score 4.6/10
Beta
1.56
1.56
0
0.8
1.2
0
2
Sharpe Ratio
0.83
0.83
0
0.5
1
1.5
1.5
Sortino Ratio
1.44
1.44
0
1
2
3
3
Jensen's Alpha
-7.76
-7.76
-8
0
2
4.5
4.5
Omega Ratio
1.11
1.11
0
1
1.5
2.5
2.5
Treynor Ratio
1.1
1.1
0
0.75
1.25
2
2
Information Ratio
0.13
0.13
0
0.3
0.6
1
1
Calmar Ratio
1.24
1.24
0
0.3
0.6
2
2
Beta
1.56
1.56
0
0.8
1.2
0
2
Sharpe Ratio
0.83
0.83
0
0.5
1
1.5
1.5
Sortino Ratio
1.44
1.44
0
1
2
3
3
Jensen's Alpha
-7.76
-7.76
-8
0
2
4.5
4.5
Omega Ratio
1.11
1.11
0
1
1.5
2.5
2.5
Treynor Ratio
1.1
1.1
0
0.75
1.25
2
2
Information Ratio
0.13
0.13
0
0.3
0.6
1
1
Calmar Ratio
1.24
1.24
0
0.3
0.6
2
2
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
32.53
High:
ENR.DE
83.61ENR.DELow:
ASTS
-21.57ASTSDetails
PEG Ratio
146.46
High:
PG
306.86PGLow:
AMZN
62.93AMZNDetails
Price/Book
8.1
High:ASTS
11.83ASTSLow:
STLAM.MI
0.32STLAM.MIDetails
Price/Sales
5.85
High:ASTS
2,026.6ASTSLow:STLAM.MI
0.16STLAM.MIDetails
Price/CF
20.59
High:
KO
233.26KOLow:STLAM.MI
9.1STLAM.MIDetails
Price/FCF
63.8
High:KO
272.99KOLow:STLAM.MI
8.12STLAM.MIDetails
P/E Ratio
32.53
High:ENR.DE
83.61ENR.DELow:ASTS
-21.57ASTSDetails
PEG Ratio
146.46
High:PG
306.86PGLow:AMZN
62.93AMZNDetails
Price/Book
8.1
High:ASTS
11.83ASTSLow:STLAM.MI
0.32STLAM.MIDetails
Price/Sales
5.85
High:ASTS
2,026.6ASTSLow:STLAM.MI
0.16STLAM.MIDetails
Price/CF
20.59
High:KO
233.26KOLow:STLAM.MI
9.1STLAM.MIDetails
Price/FCF
63.8
High:KO
272.99KOLow:STLAM.MI
8.12STLAM.MIDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-19.92% | Dec 2024 | Aug 2025 | 8 |
-8.55% | Apr 2024 | Nov 2024 | 7 |