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+1.21%
Today
+0.36%
This Month
+6.07%
Year To Date
+24.09%
2 Years
-4.91%
5 Years
-16.4%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading20.77%
- 🚗 Consumer Durables19.67%
- 🛠️ Producer Manufacturing18.84%
- 💻 Electronic Technology13.42%
- 🍞 Consumer Non Durables9.94%
- 🪙 Cryptocurrencies5.94%
- 💰 Finance4.63%
- 💵 Cash3.42%
- 💇♀️ Consumer Services1.3%
Exchanges Breakdown
- Exchange
- Total
- 🇭🇰 Hong Kong Exchanges28.38%
- 🇺🇸 NYSE25.73%
- 🇺🇸 Nasdaq24.08%
- 🌍 Digital Currency10.28%
- 🇫🇷 Euronext Paris0.8%
- 🇩🇪 FRA0.74%
- 🇮🇹 Borsa Italiana0.7%
- 🇪🇸 Bolsa De Madrid0.44%
- 🇬🇧 LSE0.34%
- 🇳🇱 Euronext Amsterdam0.26%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States39.04%
- 🇨🇳 China36.8%
- 🇫🇷 France0.8%
- 🇩🇪 Germany0.74%
- 🇮🇹 Italy0.7%
- 🇯🇵 Japan0.61%
- 🇨🇦 Canada0.51%
- 🇪🇸 Spain0.44%
- 🇰🇷 South Korea0.37%
- 🇮🇳 India0.34%
- 🇬🇧 United Kingdom0.34%
- 🇳🇱 Netherlands0.26%
Dividends
Dividend Yield
1.05%
7 out of 14 instruments pay dividend.
6 dividend payments in the next 30 days.
Highest Dividend: $0968.HK (10.68%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 TheBigBanks | 0.38% | 3.55% | - |
 KO | 0.28% | 2.85% | $1.89 |
 01211.HK | 0.21% | 1.11% | $3.41 |
 0968.HK | 0.1% | 10.68% | $0.23 |
 AAPL | 0.03% | 0.5% | $0.97 |
 MCD | 0.03% | 2.41% | $6.53 |
 KoraTrades | 0.01% | 0.1% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 META (KoraTrades) | Pay Day | Jun 26, 2025 | $0.52 |
 BAC (TheBigBanks) | Pay Day | Jun 27, 2025 | $0.26 |
 GS (TheBigBanks) | Pay Day | Jun 27, 2025 | $3.00 |
 USB (TheBigBanks) | Ex-Dividend | Jun 30, 2025 | $0.50 |
KO | Pay Day | Jul 1, 2025 | $0.51 |
 NVDA (KoraTrades) | Pay Day | Jul 3, 2025 | $0.01 |
 JPM (TheBigBanks) | Ex-Dividend | Jul 3, 2025 | $1.40 |
USB (TheBigBanks) | Pay Day | Jul 15, 2025 | $0.50 |
 RY (TheBigBanks) | Ex-Dividend | Jul 24, 2025 | $1.11 |
01211.HK | Pay Day | Jul 29, 2025 | $0.55 |
 BMO (TheBigBanks) | Ex-Dividend | Jul 30, 2025 | $1.18 |
JPM (TheBigBanks) | Pay Day | Jul 31, 2025 | $1.40 |
 WMT (KoraTrades) | Ex-Dividend | Aug 15, 2025 | $0.24 |
 MSFT (KoraTrades) | Ex-Dividend | Aug 21, 2025 | $0.83 |
RY (TheBigBanks) | Pay Day | Aug 22, 2025 | $1.11 |
BMO (TheBigBanks) | Pay Day | Aug 26, 2025 | $1.18 |
WMT (KoraTrades) | Pay Day | Sep 2, 2025 | $0.24 |
MSFT (KoraTrades) | Pay Day | Sep 11, 2025 | $0.83 |
Performance Metrics
Score 2.5/10
Beta
0.78
0.78
0
0.8
1.2
0
2
Sharpe Ratio
-0.36
-0.36
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.45
-0.45
-1
1
2
3
3
Jensen's Alpha
-19.15
-19.15
-20
0
2
4.5
4.5
Omega Ratio
0.52
0.52
0
1
1.5
2.5
2.5
Treynor Ratio
-1.31
-1.31
-2
0.75
1.25
2
2
Information Ratio
-0.75
-0.75
-1
0.3
0.6
1
1
Calmar Ratio
-0.19
-0.19
-1
0.3
0.6
1
1
Beta
0.78
0.78
0
0.8
1.2
0
2
Sharpe Ratio
-0.36
-0.36
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.45
-0.45
-1
1
2
3
3
Jensen's Alpha
-19.15
-19.15
-20
0
2
4.5
4.5
Omega Ratio
0.52
0.52
0
1
1.5
2.5
2.5
Treynor Ratio
-1.31
-1.31
-2
0.75
1.25
2
2
Information Ratio
-0.75
-0.75
-1
0.3
0.6
1
1
Calmar Ratio
-0.19
-0.19
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
34.05
High:
TSLA
191.75TSLALow:
NIO
-2.11NIODetails
PEG Ratio
2,268.77
High:
KO
9,960.76KOLow:NIO
-53.71NIODetails
Price/Book
8.47
High:
AAPL
45.07AAPLLow:NIO
-132.02NIODetails
Price/Sales
5.76
High:TSLA
12.83TSLALow:NIO
0.76NIODetails
Price/CF
33.01
High:KO
282.33KOLow:
01211.HK
8.0601211.HKDetails
Price/FCF
61.48
High:KO
272.99KOLow:AAPL
39.44AAPLDetails
P/E Ratio
34.05
High:TSLA
191.75TSLALow:NIO
-2.11NIODetails
PEG Ratio
2,268.77
High:KO
9,960.76KOLow:NIO
-53.71NIODetails
Price/Book
8.47
High:AAPL
45.07AAPLLow:NIO
-132.02NIODetails
Price/Sales
5.76
High:TSLA
12.83TSLALow:NIO
0.76NIODetails
Price/CF
33.01
High:KO
282.33KOLow:01211.HK
8.0601211.HKDetails
Price/FCF
61.48
High:KO
272.99KOLow:AAPL
39.44AAPLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-60.58% | Feb 2021 | - | 53 |
-31.53% | Mar 2019 | Jan 2021 | 22 |