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-0.16%
Today
-3.23%
This Month
-12.14%
Year To Date
+24.46%
2 Years
-32.34%
5 Years
-13.59%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading54.08%
- 💇♀️ Consumer Services19.6%
- 💵 Cash16.29%
- 🪙 Cryptocurrencies7.12%
- 🧬 Health Technology0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq43.63%
- 🇺🇸 NYSE20.99%
- 🌍 Digital Currency12.12%
- 🇨🇭 SIX0.69%
- 🇭🇰 Hong Kong Exchanges0.37%
- 🇩🇪 FRA0.14%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States63.29%
- 🇩🇪 Germany1.03%
- 🇨🇭 Switzerland0.69%
- 🇨🇳 China0.6%
- 🇱🇺 Luxembourg0.21%
Dividends
Dividend Yield
0.31%
3 out of 5 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $DIS (1.15%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 DIS | 0.22% | 1.15% | $0.75 |
 steveli1029 | 0.06% | 0.17% | - |
 booker03 | 0.03% | 0.13% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 MSFT (booker03) | Ex-Dividend | May 15, 2025 | $0.83 |
 0700.HK (steveli1029) | Ex-Dividend | May 16, 2025 | $0.58 |
 DB (steveli1029) | Ex-Dividend | May 23, 2025 | $0.71 |
DB (steveli1029) | Pay Day | May 27, 2025 | $0.71 |
0700.HK (steveli1029) | Pay Day | May 30, 2025 | $0.58 |
MSFT (booker03) | Pay Day | Jun 12, 2025 | $0.83 |
DIS | Ex-Dividend | Jun 24, 2025 | $0.50 |
DIS | Pay Day | Jul 23, 2025 | $0.50 |
Performance Metrics
Score 2.3/10
Beta
1.35
1.35
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
-17.6
-17.6
-18
0
2
4.5
4.5
Omega Ratio
0.67
0.67
0
1
1.5
2.5
2.5
Treynor Ratio
-0.41
-0.41
-1
0.75
1.25
2
2
Information Ratio
-0.44
-0.44
-1
0.3
0.6
1
1
Calmar Ratio
-0.16
-0.16
-1
0.3
0.6
1
1
Beta
1.35
1.35
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
-17.6
-17.6
-18
0
2
4.5
4.5
Omega Ratio
0.67
0.67
0
1
1.5
2.5
2.5
Treynor Ratio
-0.41
-0.41
-1
0.75
1.25
2
2
Information Ratio
-0.44
-0.44
-1
0.3
0.6
1
1
Calmar Ratio
-0.16
-0.16
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
28.34
High:
DIS
28.34DISLow:
GRAL
-0.52GRALDetails
PEG Ratio
31.65
High:DIS
31.65DISLow:DIS
31.65DISDetails
Price/Book
1.63
High:DIS
1.63DISLow:GRAL
0.46GRALDetails
Price/Sales
1.72
High:GRAL
9.11GRALLow:DIS
1.72DISDetails
Price/CF
13.53
High:DIS
13.53DISLow:DIS
13.53DISDetails
Price/FCF
28.78
High:DIS
28.78DISLow:DIS
28.78DISDetails
P/E Ratio
28.34
High:DIS
28.34DISLow:GRAL
-0.52GRALDetails
PEG Ratio
31.65
High:DIS
31.65DISLow:DIS
31.65DISDetails
Price/Book
1.63
High:DIS
1.63DISLow:GRAL
0.46GRALDetails
Price/Sales
1.72
High:GRAL
9.11GRALLow:DIS
1.72DISDetails
Price/CF
13.53
High:DIS
13.53DISLow:DIS
13.53DISDetails
Price/FCF
28.78
High:DIS
28.78DISLow:DIS
28.78DISDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-82.07% | Dec 2019 | - | 65 |
-8.5% | Dec 2018 | Jan 2019 | 1 |
-6.98% | May 2019 | Jul 2019 | 2 |
-1.57% | Sep 2019 | Nov 2019 | 2 |