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+0.19%
Today
+2.23%
This Month
+1.95%
Year To Date
+40.09%
2 Years
-8.6%
5 Years
-17.43%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🛠️ Producer Manufacturing20.16%
- 👥 Copy Trading19.9%
- 🚗 Consumer Durables18.62%
- 💻 Electronic Technology13.32%
- 🍞 Consumer Non Durables10.63%
- 🪙 Cryptocurrencies5.31%
- 💰 Finance5.22%
- 💵 Cash3.41%
- 💇♀️ Consumer Services1.48%
Exchanges Breakdown
- Exchange
- Total
- 🇭🇰 Hong Kong Exchanges28.8%
- 🇺🇸 NYSE28.39%
- 🇺🇸 Nasdaq22.15%
- 🌍 Digital Currency11.36%
- 🇫🇷 Euronext Paris0.78%
- 🇮🇹 Borsa Italiana0.68%
- 🇩🇪 FRA0.66%
- 🇪🇸 Bolsa De Madrid0.42%
- 🇬🇧 LSE0.31%
- 🇳🇱 Euronext Amsterdam0.26%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States38.68%
- 🇨🇳 China37.9%
- 🇫🇷 France0.78%
- 🇮🇹 Italy0.68%
- 🇩🇪 Germany0.66%
- 🇯🇵 Japan0.58%
- 🇨🇦 Canada0.48%
- 🇪🇸 Spain0.42%
- 🇮🇳 India0.34%
- 🇬🇧 United Kingdom0.31%
- 🇰🇷 South Korea0.31%
- 🇳🇱 Netherlands0.26%
Dividends
Dividend Yield
1.07%
7 out of 14 instruments pay dividend.
9 dividend payments in the next 30 days.
Highest Dividend: $0968.HK (9.62%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 TheBigBanks | 0.4% | 4.02% | - |
 KO | 0.29% | 2.73% | $1.89 |
 01211.HK | 0.2% | 1% | $3.41 |
 0968.HK | 0.1% | 9.62% | $0.23 |
 AAPL | 0.03% | 0.48% | $0.97 |
 MCD | 0.03% | 2.17% | $6.53 |
 KoraTrades | 0.02% | 0.17% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 BMO (TheBigBanks) | Ex-Dividend | Apr 29, 2025 | $1.12 |
 SAN.MC (TheBigBanks) | Ex-Dividend | Apr 29, 2025 | $0.11 |
 JPM (TheBigBanks) | Pay Day | Apr 30, 2025 | $1.40 |
 0939.HK (TheBigBanks) | Ex-Dividend | Apr 30, 2025 | $0.03 |
 3328.HK (TheBigBanks) | Pay Day | Apr 30, 2025 | $0.03 |
 INGA.NV (TheBigBanks) | Pay Day | May 2, 2025 | $0.74 |
SAN.MC (TheBigBanks) | Pay Day | May 2, 2025 | $0.11 |
 C (TheBigBanks) | Ex-Dividend | May 5, 2025 | $0.56 |
 PNC (TheBigBanks) | Pay Day | May 5, 2025 | $1.60 |
 WMT (KoraTrades) | Ex-Dividend | May 9, 2025 | $0.24 |
 MSFT (KoraTrades) | Ex-Dividend | May 15, 2025 | $0.83 |
 BNP.PA (TheBigBanks) | Ex-Dividend | May 19, 2025 | $4.95 |
 ISP.MI (TheBigBanks) | Ex-Dividend | May 19, 2025 | $0.18 |
BNP.PA (TheBigBanks) | Pay Day | May 21, 2025 | $4.95 |
ISP.MI (TheBigBanks) | Pay Day | May 21, 2025 | $0.18 |
C (TheBigBanks) | Pay Day | May 23, 2025 | $0.56 |
 RY (TheBigBanks) | Pay Day | May 23, 2025 | $1.03 |
 GLE.PA (TheBigBanks) | Ex-Dividend | May 26, 2025 | $1.13 |
WMT (KoraTrades) | Pay Day | May 27, 2025 | $0.24 |
BMO (TheBigBanks) | Pay Day | May 27, 2025 | $1.12 |
GLE.PA (TheBigBanks) | Pay Day | May 28, 2025 | $1.13 |
0939.HK (TheBigBanks) | Pay Day | May 28, 2025 | $0.03 |
 GS (TheBigBanks) | Ex-Dividend | May 30, 2025 | $3.00 |
 BAC (TheBigBanks) | Ex-Dividend | Jun 6, 2025 | $0.26 |
 GOOG (KoraTrades) | Ex-Dividend | Jun 9, 2025 | $0.21 |
MSFT (KoraTrades) | Pay Day | Jun 12, 2025 | $0.83 |
GOOG (KoraTrades) | Pay Day | Jun 16, 2025 | $0.21 |
BAC (TheBigBanks) | Pay Day | Jun 27, 2025 | $0.26 |
GS (TheBigBanks) | Pay Day | Jun 27, 2025 | $3.00 |
Performance Metrics
Score 2.5/10
Beta
0.78
0.78
0
0.8
1.2
0
2
Sharpe Ratio
-0.39
-0.39
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.49
-0.49
-1
1
2
3
3
Jensen's Alpha
-19.83
-19.83
-20
0
2
4.5
4.5
Omega Ratio
0.52
0.52
0
1
1.5
2.5
2.5
Treynor Ratio
-1.44
-1.44
-2
0.75
1.25
2
2
Information Ratio
-0.76
-0.76
-1
0.3
0.6
1
1
Calmar Ratio
-0.21
-0.21
-1
0.3
0.6
1
1
Beta
0.78
0.78
0
0.8
1.2
0
2
Sharpe Ratio
-0.39
-0.39
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.49
-0.49
-1
1
2
3
3
Jensen's Alpha
-19.83
-19.83
-20
0
2
4.5
4.5
Omega Ratio
0.52
0.52
0
1
1.5
2.5
2.5
Treynor Ratio
-1.44
-1.44
-2
0.75
1.25
2
2
Information Ratio
-0.76
-0.76
-1
0.3
0.6
1
1
Calmar Ratio
-0.21
-0.21
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
31.13
High:
TSLA
156.7TSLALow:
NIO
-2.63NIODetails
PEG Ratio
70.95
High:
1810.HK
138.291810.HKLow:NIO
-20.25NIODetails
Price/Book
8.17
High:
AAPL
47.15AAPLLow:
MCD
-59.66MCDDetails
Price/Sales
5.17
High:TSLA
10.48TSLALow:
0968.HK
0.860968.HKDetails
Price/CF
26.24
High:TSLA
54.2TSLALow:
01211.HK
5.3701211.HKDetails
Price/FCF
58.34
High:
KO
272.99KOLow:01211.HK
26.1201211.HKDetails
P/E Ratio
31.13
High:TSLA
156.7TSLALow:NIO
-2.63NIODetails
PEG Ratio
70.95
High:1810.HK
138.291810.HKLow:NIO
-20.25NIODetails
Price/Book
8.17
High:AAPL
47.15AAPLLow:MCD
-59.66MCDDetails
Price/Sales
5.17
High:TSLA
10.48TSLALow:0968.HK
0.860968.HKDetails
Price/CF
26.24
High:TSLA
54.2TSLALow:01211.HK
5.3701211.HKDetails
Price/FCF
58.34
High:KO
272.99KOLow:01211.HK
26.1201211.HKDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-60.58% | Feb 2021 | - | 51 |
-31.53% | Mar 2019 | Jan 2021 | 22 |