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+1.05%
This Month
+13.46%
Year To Date
+44.9%
2 Years
+63.88%
5 Years
+105.2%
10 Years
+15.46%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs75.07%
- 👥 Copy Trading19.25%
- 💵 Cash3.16%
- 💻 Electronic Technology0.84%
- 🍞 Consumer Non Durables0.04%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE77.07%
- 🇺🇸 Nasdaq14.47%
- 🇩🇪 FRA1.77%
- 🇨🇭 SIX0.79%
- 🇬🇧 LSE0.46%
- 🇪🇸 Bolsa De Madrid0.44%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States13.33%
- 🇩🇪 Germany1.77%
- 🇲🇽 Mexico0.95%
- 🇨🇳 China0.93%
- 🇨🇭 Switzerland0.79%
- 🇬🇧 United Kingdom0.46%
- 🇮🇪 Ireland0.45%
- 🇵🇦 Panama0.45%
- 🇪🇸 Spain0.44%
- 🇸🇬 Singapore0.38%
Dividends
Dividend Yield
1.84%
6 out of 8 instruments pay dividend.
12 dividend payments in the next 30 days.
Highest Dividend: $VNQ (3.89%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 BYD (TravelKit) | Ex-Dividend | Sep 15, 2025 | $0.18 |
 CPA (TravelKit) | Pay Day | Sep 15, 2025 | $1.61 |
 VAC (TravelKit) | Ex-Dividend | Sep 17, 2025 | $0.79 |
 EXPE (TravelKit) | Pay Day | Sep 18, 2025 | $0.40 |
 VICI (TravelKit) | Ex-Dividend | Sep 18, 2025 | $0.45 |
 LUV (TravelKit) | Pay Day | Sep 24, 2025 | $0.18 |
 RYAAY (TravelKit) | Pay Day | Sep 25, 2025 | $0.53 |
 RCL (TravelKit) | Ex-Dividend | Sep 25, 2025 | $1.00 |
 GLPI (TravelKit) | Pay Day | Sep 26, 2025 | $0.78 |
 HTHT (TravelKit) | Pay Day | Sep 26, 2025 | $0.81 |
 BKNG (TravelKit) | Pay Day | Sep 30, 2025 | $9.60 |
 HLT (TravelKit) | Pay Day | Sep 30, 2025 | $0.15 |
 HST (TravelKit) | Ex-Dividend | Sep 30, 2025 | $0.20 |
 MAR (TravelKit) | Pay Day | Sep 30, 2025 | $0.67 |
 PK (TravelKit) | Ex-Dividend | Sep 30, 2025 | $0.25 |
 SHO (TravelKit) | Ex-Dividend | Sep 30, 2025 | $0.09 |
VAC (TravelKit) | Pay Day | Oct 1, 2025 | $0.79 |
VICI (TravelKit) | Pay Day | Oct 9, 2025 | $0.45 |
RCL (TravelKit) | Pay Day | Oct 13, 2025 | $1.00 |
HST (TravelKit) | Pay Day | Oct 15, 2025 | $0.20 |
BYD (TravelKit) | Pay Day | Oct 15, 2025 | $0.18 |
PK (TravelKit) | Pay Day | Oct 15, 2025 | $0.25 |
SHO (TravelKit) | Pay Day | Oct 15, 2025 | $0.09 |
Performance Metrics
Score 5.8/10
Beta
0.74
0.74
0
0.8
1.2
0
2
Sharpe Ratio
0.75
0.75
0
0.5
1
1.5
1.5
Sortino Ratio
1.23
1.23
0
1
2
3
3
Jensen's Alpha
1.46
1.46
-2
0
2
4.5
4.5
Omega Ratio
0.78
0.78
0
1
1.5
2.5
2.5
Treynor Ratio
1.28
1.28
0
0.75
1.25
2
2
Information Ratio
-0.22
-0.22
-1
0.3
0.6
1
1
Calmar Ratio
0.53
0.53
0
0.3
0.6
1
1
Beta
0.74
0.74
0
0.8
1.2
0
2
Sharpe Ratio
0.75
0.75
0
0.5
1
1.5
1.5
Sortino Ratio
1.23
1.23
0
1
2
3
3
Jensen's Alpha
1.46
1.46
-2
0
2
4.5
4.5
Omega Ratio
0.78
0.78
0
1
1.5
2.5
2.5
Treynor Ratio
1.28
1.28
0
0.75
1.25
2
2
Information Ratio
-0.22
-0.22
-1
0.3
0.6
1
1
Calmar Ratio
0.53
0.53
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
-13.06
High:
BYND
-1.26BYNDLow:
BA
-13.07BADetails
PEG Ratio
-2.24
High:BYND
-2.24BYNDLow:BYND
-2.24BYNDDetails
Price/Book
-48.98
High:BYND
-0.3BYNDLow:BA
-49.43BADetails
Price/Sales
2.17
High:BA
2.17BALow:BYND
0.68BYNDDetails
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
-13.06
High:BYND
-1.26BYNDLow:BA
-13.07BADetails
PEG Ratio
-2.24
High:BYND
-2.24BYNDLow:BYND
-2.24BYNDDetails
Price/Book
-48.98
High:BYND
-0.3BYNDLow:BA
-49.43BADetails
Price/Sales
2.17
High:BA
2.17BALow:BYND
0.68BYNDDetails
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 |