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-0.72%
Today
+1.87%
This Month
+8.19%
Year To Date
+84.08%
2 Years
-18.47%
5 Years
-10.56%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading56.54%
- 💇♀️ Consumer Services21.54%
- 💵 Cash18.96%
- 🪙 Cryptocurrencies3.62%
- 🧬 Health Technology0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq45.25%
- 🇺🇸 NYSE22.94%
- 🌍 Digital Currency8.23%
- 🇨🇭 SIX0.62%
- 🇭🇰 Hong Kong Exchanges0.33%
- 🇩🇪 FRA0.1%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States67.01%
- 🇩🇪 Germany0.9%
- 🇨🇭 Switzerland0.62%
- 🇨🇳 China0.51%
- 🇱🇺 Luxembourg0.2%
Dividends
Dividend Yield
0.26%
3 out of 5 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: $DIS (0.85%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 DIS | 0.18% | 0.85% | $0.75 |
 steveli1029 | 0.05% | 0.14% | - |
 booker03 | 0.03% | 0.12% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 META (booker03) | Ex-Dividend | Jun 16, 2025 | $0.52 |
DIS | Ex-Dividend | Jun 24, 2025 | $0.50 |
META (booker03) | Pay Day | Jun 26, 2025 | $0.52 |
 NVDA (steveli1029) | Pay Day | Jul 3, 2025 | $0.01 |
NVDA (booker03) | Pay Day | Jul 3, 2025 | $0.01 |
 BABA (steveli1029) | Pay Day | Jul 10, 2025 | $0.95 |
DIS | Pay Day | Jul 23, 2025 | $0.50 |
 MSFT (booker03) | Ex-Dividend | Aug 21, 2025 | $0.83 |
MSFT (booker03) | Pay Day | Sep 11, 2025 | $0.83 |
Performance Metrics
Score 2.3/10
Beta
1.37
1.37
0
0.8
1.2
0
2
Sharpe Ratio
-0.1
-0.1
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.13
-0.13
-1
1
2
3
3
Jensen's Alpha
-16.05
-16.05
-17
0
2
4.5
4.5
Omega Ratio
0.71
0.71
0
1
1.5
2.5
2.5
Treynor Ratio
-0.25
-0.25
-1
0.75
1.25
2
2
Information Ratio
-0.38
-0.38
-1
0.3
0.6
1
1
Calmar Ratio
-0.13
-0.13
-1
0.3
0.6
1
1
Beta
1.37
1.37
0
0.8
1.2
0
2
Sharpe Ratio
-0.1
-0.1
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.13
-0.13
-1
1
2
3
3
Jensen's Alpha
-16.05
-16.05
-17
0
2
4.5
4.5
Omega Ratio
0.71
0.71
0
1
1.5
2.5
2.5
Treynor Ratio
-0.25
-0.25
-1
0.75
1.25
2
2
Information Ratio
-0.38
-0.38
-1
0.3
0.6
1
1
Calmar Ratio
-0.13
-0.13
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
24.23
High:
DIS
24.23DISLow:
GRAL
-0.69GRALDetails
PEG Ratio
5.62
High:DIS
5.62DISLow:DIS
5.62DISDetails
Price/Book
2.05
High:DIS
2.05DISLow:GRAL
0.61GRALDetails
Price/Sales
2.3
High:GRAL
11GRALLow:DIS
2.3DISDetails
Price/CF
9.84
High:DIS
9.84DISLow:DIS
9.84DISDetails
Price/FCF
19.39
High:DIS
19.39DISLow:DIS
19.39DISDetails
P/E Ratio
24.23
High:DIS
24.23DISLow:GRAL
-0.69GRALDetails
PEG Ratio
5.62
High:DIS
5.62DISLow:DIS
5.62DISDetails
Price/Book
2.05
High:DIS
2.05DISLow:GRAL
0.61GRALDetails
Price/Sales
2.3
High:GRAL
11GRALLow:DIS
2.3DISDetails
Price/CF
9.84
High:DIS
9.84DISLow:DIS
9.84DISDetails
Price/FCF
19.39
High:DIS
19.39DISLow:DIS
19.39DISDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-82.07% | Dec 2019 | - | 67 |
-8.5% | Dec 2018 | Jan 2019 | 1 |
-6.98% | May 2019 | Jul 2019 | 2 |
-1.57% | Sep 2019 | Nov 2019 | 2 |