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+0.63%
This Month
+31.66%
Year To Date
+70.74%
2 Years
-30.86%
5 Years
-30.86%
10 Years
-8.32%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs28.08%
- 💰 Finance13.52%
- 💻 Electronic Technology11.37%
- 🖥️ Technology Services9.2%
- 🪙 Cryptocurrencies7.76%
- ⚡ Utilities6.71%
- 🧩 Miscellaneous5.13%
- 💇♀️ Consumer Services4.77%
- 🛍️ Retail Trade3.4%
- 🏥 Health Services3.19%
- 🧬 Health Technology1.92%
- 🏭 Industrial Services1.6%
- 🛠️ Producer Manufacturing1.53%
- 🪨 Non Energy Minerals0.91%
- 🚗 Consumer Durables0.91%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq25.73%
- 🇬🇧 LSE17.34%
- 🇮🇹 Borsa Italiana16.23%
- 🇺🇸 NYSE16.02%
- 🇩🇪 Xetra ETFs16%
- 🌍 Digital Currency7.76%
- 🇦🇺 Sydney0.91%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States30.43%
- 🇮🇹 Italy16.23%
- 🇳🇱 Netherlands5.18%
- 🇨🇦 Canada1.3%
- 🇨🇳 China0.97%
- 🇦🇺 Australia0.91%
Dividends
Dividend Yield
1.02%
14 out of 36 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $ISP.MI (6.34%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 ISP.MI | 0.29% | 6.34% | $0.3 |
 ENEL.MI | 0.21% | 5.55% | $0.43 |
 PST.MI | 0.18% | 5.64% | $0.8 |
 BPE.MI | 0.09% | 3.86% | $0.3 |
 UNH | 0.08% | 2.64% | $7.74 |
 G.MI | 0.05% | 4.22% | $1.28 |
 IG.MI | 0.05% | 4.15% | $0.35 |
 ASML | 0.03% | 0.57% | $5.57 |
 GOOGL | 0.01% | 0.26% | $0.2 |
 ILU.ASX | 0.01% | 0.93% | $0.07 |
 BABA | 0.01% | 0.65% | $0.98 |
 META | 0.01% | 0.31% | $1 |
 POWL | 0% | 0.31% | $1.06 |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 2.2/10
Beta
1.6
1.6
0
0.8
1.2
0
2
Sharpe Ratio
-0.16
-0.16
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.2
-0.2
-1
1
2
3
3
Jensen's Alpha
-19.27
-19.27
-20
0
2
4.5
4.5
Omega Ratio
0.61
0.61
0
1
1.5
2.5
2.5
Treynor Ratio
-0.28
-0.28
-1
0.75
1.25
2
2
Information Ratio
-0.61
-0.61
-1
0.3
0.6
1
1
Calmar Ratio
-0.11
-0.11
-1
0.3
0.6
1
1
Beta
1.6
1.6
0
0.8
1.2
0
2
Sharpe Ratio
-0.16
-0.16
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.2
-0.2
-1
1
2
3
3
Jensen's Alpha
-19.27
-19.27
-20
0
2
4.5
4.5
Omega Ratio
0.61
0.61
0
1
1.5
2.5
2.5
Treynor Ratio
-0.28
-0.28
-1
0.75
1.25
2
2
Information Ratio
-0.61
-0.61
-1
0.3
0.6
1
1
Calmar Ratio
-0.11
-0.11
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
34.78
High:
TSLA
304.02TSLALow:
Z
-522.14ZDetails
PEG Ratio
85.75
High:
META
483.07METALow:Z
-687.9ZDetails
Price/Book
10.89
High:
NVDA
37.29NVDALow:
COMM
-1.81COMMDetails
Price/Sales
7.03
High:
NUVB
109.45NUVBLow:
G.MI
0.67G.MIDetails
Price/CF
23.88
High:TSLA
99.57TSLALow:G.MI
2.41G.MIDetails
Price/FCF
48.95
High:
ENEL.MI
502.5ENEL.MILow:G.MI
2.8G.MIDetails
P/E Ratio
34.78
High:TSLA
304.02TSLALow:Z
-522.14ZDetails
PEG Ratio
85.75
High:META
483.07METALow:Z
-687.9ZDetails
Price/Book
10.89
High:NVDA
37.29NVDALow:COMM
-1.81COMMDetails
Price/Sales
7.03
High:NUVB
109.45NUVBLow:G.MI
0.67G.MIDetails
Price/CF
23.88
High:TSLA
99.57TSLALow:G.MI
2.41G.MIDetails
Price/FCF
48.95
High:ENEL.MI
502.5ENEL.MILow:G.MI
2.8G.MIDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-69.01% | May 2021 | - | 56 |