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+9.04%
This Month
-3.86%
Year To Date
+33.59%
2 Years
+43.96%
5 Years
+43.96%
10 Years
+10.7%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies25.93%
- 💰 Finance20.51%
- 📊 ETFs16.84%
- 👥 Copy Trading11.94%
- 🛍️ Retail Trade6.55%
- 🧩 Miscellaneous6.11%
- 💻 Electronic Technology3.27%
- 🖥️ Technology Services3.15%
- 🚗 Consumer Durables2.67%
- 🧬 Health Technology1.48%
- 💇♀️ Consumer Services1.09%
- 🍞 Consumer Non Durables0.38%
- 💵 Cash0.11%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE46.23%
- 🌍 Digital Currency25.93%
- 🇺🇸 Nasdaq13.83%
- 🇬🇧 LSE8.11%
- 🇦🇺 Sydney2.75%
- 🇭🇰 Hong Kong Exchanges0.69%
- 🇫🇷 Euronext Paris0.66%
- 🇩🇪 Xetra ETFs0.65%
- 🇩🇪 FRA0.5%
- Regular Trading Hours - RTH0.11%
- 🇪🇸 Bolsa De Madrid0.05%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States39.06%
- 🇦🇺 Australia2.75%
- 🇬🇧 United Kingdom2.61%
- 🇨🇳 China1.02%
- 🇳🇱 Netherlands0.67%
- 🇩🇪 Germany0.5%
- 🇹🇼 Taiwan0.34%
- 🇫🇷 France0.32%
- 🇪🇸 Spain0.05%
- 🇨🇭 Switzerland0.02%
Dividends
Dividend Yield
0.71%
16 out of 23 instruments pay dividend.
6 dividend payments in the next 30 days.
Highest Dividend: $NKE (3.48%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 JPM | 0.23% | 1.86% | $4.4 |
 HD | 0.13% | 2.65% | $8.52 |
 CBA.ASX | 0.08% | 2.74% | $4.55 |
 defense_investor | 0.07% | 0.9% | - |
 JNJ | 0.03% | 2.25% | $4.81 |
 CCalle | 0.03% | 1.43% | - |
 SBUX | 0.03% | 2.48% | $2.24 |
 V | 0.02% | 0.8% | $2.01 |
 DIA.US | 0.02% | 1.42% | - |
 MA | 0.02% | 0.63% | $2.46 |
 NKE | 0.01% | 3.48% | $1.45 |
 AAPL | 0.01% | 0.38% | $0.97 |
 Fostijn | 0.01% | 0.43% | - |
 GAW.L | 0.01% | 2.46% | $5.5 |
 GOOGL | 0.01% | 0.25% | $0.2 |
 MSFT | 0% | 0.85% | $3 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 AIR.PA (defense_investor) | Pay Day | Apr 23, 2026 | $3.78 |
 RR.L (defense_investor) | Ex-Dividend | Apr 23, 2026 | $0.07 |
 MC.PA (CCalle) | Ex-Dividend | Apr 28, 2026 | $8.60 |
JPM | Pay Day | Apr 30, 2026 | $1.50 |
MC.PA (CCalle) | Pay Day | Apr 30, 2026 | $8.60 |
JPM (defense_investor) | Pay Day | Apr 30, 2026 | $1.50 |
MA | Pay Day | May 8, 2026 | $0.87 |
SBUX | Ex-Dividend | May 15, 2026 | $0.62 |
 SCT.L (CCalle) | Pay Day | May 20, 2026 | $0.13 |
MSFT | Ex-Dividend | May 21, 2026 | $0.91 |
MSFT (defense_investor) | Ex-Dividend | May 21, 2026 | $0.91 |
JNJ | Ex-Dividend | May 26, 2026 | $1.34 |
 TEP.PA (CCalle) | Ex-Dividend | May 26, 2026 | $5.23 |
GAW.L | Pay Day | May 27, 2026 | $1.48 |
GAW.L (CCalle) | Pay Day | May 27, 2026 | $1.48 |
TEP.PA (CCalle) | Pay Day | May 28, 2026 | $5.23 |
SBUX | Pay Day | May 29, 2026 | $0.62 |
RR.L (defense_investor) | Pay Day | Jun 3, 2026 | $0.07 |
JNJ | Pay Day | Jun 9, 2026 | $1.34 |
MSFT | Pay Day | Jun 11, 2026 | $0.91 |
MSFT (defense_investor) | Pay Day | Jun 11, 2026 | $0.91 |
 TSM (defense_investor) | Ex-Dividend | Jun 11, 2026 | $0.95 |
TSM (defense_investor) | Pay Day | Jul 9, 2026 | $0.95 |
Performance Metrics
Score 2.9/10
Beta
1.43
1.43
0
0.8
1.2
0
2
Sharpe Ratio
0.23
0.23
0
0.5
1
1.5
1.5
Sortino Ratio
0.35
0.35
0
1
2
3
3
Jensen's Alpha
-4.66
-4.66
-5
0
2
4.5
4.5
Omega Ratio
0.92
0.92
0
1
1.5
2.5
2.5
Treynor Ratio
0.35
0.35
0
0.75
1.25
2
2
Information Ratio
-0.1
-0.1
-1
0.3
0.6
1
1
Calmar Ratio
0.2
0.2
0
0.3
0.6
1
1
Beta
1.43
1.43
0
0.8
1.2
0
2
Sharpe Ratio
0.23
0.23
0
0.5
1
1.5
1.5
Sortino Ratio
0.35
0.35
0
1
2
3
3
Jensen's Alpha
-4.66
-4.66
-5
0
2
4.5
4.5
Omega Ratio
0.92
0.92
0
1
1.5
2.5
2.5
Treynor Ratio
0.35
0.35
0
0.75
1.25
2
2
Information Ratio
-0.1
-0.1
-1
0.3
0.6
1
1
Calmar Ratio
0.2
0.2
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
27.1
High:
TSLA
364.78TSLALow:JPM
14.86JPMDetails
PEG Ratio
388.23
High:JPM
602.25JPMLow:JNJ
29.91JNJDetails
Price/Book
6.96
High:MA
60.24MALow:SBUX
-13.58SBUXDetails
Price/Sales
5.64
High:V
14.66VLow:NKE
1.48NKEDetails
Price/CF
18.43
High:TSLA
107.92TSLALow:JPM
8.75JPMDetails
Price/FCF
29.64
High:SBUX
1,256.06SBUXLow:JPM
10.48JPMDetails
P/E Ratio
27.1
High:TSLA
364.78TSLALow:JPM
14.86JPMDetails
PEG Ratio
388.23
High:JPM
602.25JPMLow:JNJ
29.91JNJDetails
Price/Book
6.96
High:MA
60.24MALow:SBUX
-13.58SBUXDetails
Price/Sales
5.64
High:V
14.66VLow:NKE
1.48NKEDetails
Price/CF
18.43
High:TSLA
107.92TSLALow:JPM
8.75JPMDetails
Price/FCF
29.64
High:SBUX
1,256.06SBUXLow:JPM
10.48JPMDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-36.01% | Apr 2022 | Mar 2024 | 23 |
-18.61% | Oct 2025 | - | 7 |
-14.07% | Feb 2025 | Jun 2025 | 4 |
-9.16% | Apr 2024 | Oct 2024 | 6 |
-2.09% | Dec 2024 | Jan 2025 | 1 |