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-0.01%
Today
+2.47%
This Month
+9.78%
Year To Date
+28.38%
2 Years
+62.19%
5 Years
+15.25%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs73.58%
- 👥 Copy Trading21.35%
- 💵 Cash2.17%
- 💻 Electronic Technology0.91%
- 🍞 Consumer Non Durables0.05%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE75.79%
- 🇺🇸 Nasdaq15.95%
- 🇩🇪 FRA1.85%
- 🇨🇭 SIX0.73%
- 🇬🇧 LSE0.45%
- 🇪🇸 Bolsa De Madrid0.43%
- 🇭🇰 Hong Kong Exchanges0.19%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States14.63%
- 🇩🇪 Germany1.85%
- 🇨🇳 China1.13%
- 🇲🇽 Mexico0.86%
- 🇨🇭 Switzerland0.73%
- 🇮🇪 Ireland0.49%
- 🇬🇧 United Kingdom0.45%
- 🇨🇦 Canada0.45%
- 🇵🇦 Panama0.43%
- 🇪🇸 Spain0.43%
- 🇸🇬 Singapore0.34%
Dividends
Dividend Yield
1.85%
7 out of 9 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: $VNQ (3.89%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 DAL (TravelKit) | Ex-Dividend | Jul 31, 2025 | $0.19 |
 LVS (TravelKit) | Ex-Dividend | Aug 5, 2025 | $0.25 |
 MA (SparkLiang) | Pay Day | Aug 8, 2025 | $0.76 |
LVS (TravelKit) | Pay Day | Aug 13, 2025 | $0.25 |
 SBUX (SparkLiang) | Ex-Dividend | Aug 15, 2025 | $0.61 |
DAL (TravelKit) | Pay Day | Aug 21, 2025 | $0.19 |
SBUX (SparkLiang) | Pay Day | Aug 29, 2025 | $0.61 |
 HLT (TravelKit) | Ex-Dividend | Aug 29, 2025 | $0.15 |
HLT (TravelKit) | Pay Day | Sep 30, 2025 | $0.15 |
Performance Metrics
Score 5.7/10
Beta
0.74
0.74
0
0.8
1.2
0
2
Sharpe Ratio
0.72
0.72
0
0.5
1
1.5
1.5
Sortino Ratio
1.17
1.17
0
1
2
3
3
Jensen's Alpha
1.42
1.42
-2
0
2
4.5
4.5
Omega Ratio
0.79
0.79
0
1
1.5
2.5
2.5
Treynor Ratio
1.23
1.23
0
0.75
1.25
2
2
Information Ratio
-0.21
-0.21
-1
0.3
0.6
1
1
Calmar Ratio
0.51
0.51
0
0.3
0.6
1
1
Beta
0.74
0.74
0
0.8
1.2
0
2
Sharpe Ratio
0.72
0.72
0
0.5
1
1.5
1.5
Sortino Ratio
1.17
1.17
0
1
2
3
3
Jensen's Alpha
1.42
1.42
-2
0
2
4.5
4.5
Omega Ratio
0.79
0.79
0
1
1.5
2.5
2.5
Treynor Ratio
1.23
1.23
0
0.75
1.25
2
2
Information Ratio
-0.21
-0.21
-1
0.3
0.6
1
1
Calmar Ratio
0.51
0.51
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
-12.6
High:
BYND
-1.43BYNDLow:
BA
-12.61BADetails
PEG Ratio
-2.56
High:BYND
-2.56BYNDLow:BYND
-2.56BYNDDetails
Price/Book
-51.23
High:BYND
-0.38BYNDLow:BA
-51.75BADetails
Price/Sales
2.45
High:BA
2.45BALow:BYND
0.78BYNDDetails
Price/CF
40.56
High:BA
40.56BALow:BA
40.56BADetails
Price/FCF
91.69
High:BA
91.69BALow:BA
91.69BADetails
P/E Ratio
-12.6
High:BYND
-1.43BYNDLow:BA
-12.61BADetails
PEG Ratio
-2.56
High:BYND
-2.56BYNDLow:BYND
-2.56BYNDDetails
Price/Book
-51.23
High:BYND
-0.38BYNDLow:BA
-51.75BADetails
Price/Sales
2.45
High:BA
2.45BALow:BYND
0.78BYNDDetails
Price/CF
40.56
High:BA
40.56BALow:BA
40.56BADetails
Price/FCF
91.69
High:BA
91.69BALow:BA
91.69BADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-25.95% | Jan 2022 | Feb 2024 | 25 |
-5.33% | Feb 2025 | May 2025 | 3 |
-5.14% | Sep 2020 | Nov 2020 | 2 |
-4.84% | Sep 2021 | Oct 2021 | 1 |
-4.42% | Apr 2024 | Jun 2024 | 2 |
-2.48% | Dec 2024 | Jan 2025 | 1 |
-1.89% | Nov 2021 | Dec 2021 | 1 |
-0.8% | Oct 2024 | Nov 2024 | 1 |
-0.62% | Jan 2021 | Feb 2021 | 1 |