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+3.92%
This Month
+38.86%
Year To Date
+611.77%
2 Years
+1258.21%
5 Years
+1258.21%
10 Years
+165.99%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies33.26%
- 🖥️ Technology Services30.82%
- 👥 Copy Trading17.05%
- 📊 ETFs13.99%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq38.22%
- 🌍 Digital Currency37.75%
- 🇬🇧 LSE9.95%
- 🇺🇸 NYSE6.84%
- 🇫🇷 Euronext Paris0.58%
- 🇺🇸 Chicago Board Options Exchange0.49%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States40.38%
- 🇫🇷 France0.58%
- 🇨🇦 Canada0.4%
- 🇳🇱 Netherlands0.23%
- 🇭🇰 Hong Kong0%
Dividends
Dividend Yield
0.48%
4 out of 6 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $ISF.L (3.5%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 ISF.L | 0.35% | 3.5% | - |
 JodySlaney | 0.09% | 0.57% | - |
 SOXL | 0.04% | 1.07% | - |
 Paulblainey91 | 0% | 0.01% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 SIMO (Paulblainey91) | Pay Day | Aug 21, 2025 | $0.50 |
 UWMC (JodySlaney) | Ex-Dividend | Sep 18, 2025 | $0.10 |
UWMC (JodySlaney) | Pay Day | Oct 9, 2025 | $0.10 |
Performance Metrics
Score 8.3/10
Beta
4.94
4.94
0
0.8
1.2
0
5
Sharpe Ratio
1.22
1.22
0
0.5
1
2
2
Sortino Ratio
3.55
3.55
0
1
2
4
4
Jensen's Alpha
112.5
112.5
-2
0
2
113
113
Omega Ratio
3.16
3.16
0
1
1.5
4
4
Treynor Ratio
2.65
2.65
0
0.75
1.25
3
3
Information Ratio
1.14
1.14
0
0.3
0.6
2
2
Calmar Ratio
3.19
3.19
0
0.3
0.6
4
4
Beta
4.94
4.94
0
0.8
1.2
0
5
Sharpe Ratio
1.22
1.22
0
0.5
1
2
2
Sortino Ratio
3.55
3.55
0
1
2
4
4
Jensen's Alpha
112.5
112.5
-2
0
2
113
113
Omega Ratio
3.16
3.16
0
1
1.5
4
4
Treynor Ratio
2.65
2.65
0
0.75
1.25
3
3
Information Ratio
1.14
1.14
0
0.3
0.6
2
2
Calmar Ratio
3.19
3.19
0
0.3
0.6
4
4
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
34.72
High:
MSTR
34.72MSTRLow:MSTR
34.72MSTRDetails
PEG Ratio
2.79
High:MSTR
2.79MSTRLow:MSTR
2.79MSTRDetails
Price/Book
2.33
High:MSTR
2.33MSTRLow:MSTR
2.33MSTRDetails
Price/Sales
261.69
High:MSTR
261.69MSTRLow:MSTR
261.69MSTRDetails
Price/CF
7,511.07
High:MSTR
7,511.07MSTRLow:MSTR
7,511.07MSTRDetails
Price/FCF
1,187.5
High:MSTR
1,187.5MSTRLow:MSTR
1,187.5MSTRDetails
P/E Ratio
34.72
High:MSTR
34.72MSTRLow:MSTR
34.72MSTRDetails
PEG Ratio
2.79
High:MSTR
2.79MSTRLow:MSTR
2.79MSTRDetails
Price/Book
2.33
High:MSTR
2.33MSTRLow:MSTR
2.33MSTRDetails
Price/Sales
261.69
High:MSTR
261.69MSTRLow:MSTR
261.69MSTRDetails
Price/CF
7,511.07
High:MSTR
7,511.07MSTRLow:MSTR
7,511.07MSTRDetails
Price/FCF
1,187.5
High:MSTR
1,187.5MSTRLow:MSTR
1,187.5MSTRDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-53.41% | Jan 2024 | Feb 2024 | 1 |
-36.53% | Aug 2023 | Nov 2023 | 3 |
-21.92% | Feb 2025 | Jul 2025 | 5 |
-20.68% | Apr 2024 | Oct 2024 | 6 |
-12.18% | Dec 2024 | Jan 2025 | 1 |
-8.65% | Feb 2023 | Mar 2023 | 1 |
-5.37% | Apr 2023 | Jun 2023 | 2 |