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+3.36%
This Month
-1.85%
Year To Date
+228.65%
2 Years
+215.18%
5 Years
+215.18%
10 Years
+30.33%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading56.38%
- 📊 ETFs24.5%
- 💵 Cash9.25%
- 🧩 Miscellaneous5.49%
- 💻 Electronic Technology4.4%
- 💼 Commercial Services0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE26.86%
- 🇺🇸 Nasdaq22.16%
- 🇬🇧 LSE19.83%
- 🇩🇪 Xetra ETFs16.18%
- 🇳🇱 Euronext Amsterdam4.19%
- 🇸🇪 Stockholm Stock Exchange0.41%
- 🇨🇭 SIX0.28%
- 🇧🇪 Euronext Brussels0.23%
- 🇫🇷 Euronext Paris0.21%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States29.55%
- 🇮🇱 Israel1.46%
- 🇹🇼 Taiwan1.35%
- 🇬🇧 United Kingdom0.97%
- 🇲🇽 Mexico0.71%
- 🇳🇱 Netherlands0.67%
- 🇨🇭 Switzerland0.64%
- 🇺🇾 Uruguay0.57%
- 🇸🇬 Singapore0.56%
- 🇸🇪 Sweden0.41%
- 🇨🇦 Canada0.33%
- 🇧🇪 Belgium0.23%
- 🇫🇷 France0.21%
Dividends
Dividend Yield
0.31%
4 out of 9 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: Private-Equity (3.24%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 Private-Equity | 0.22% | 3.24% | - |
 StanleyDruck13F | 0.07% | 0.27% | - |
 AAPL | 0.02% | 0.4% | $0.97 |
 Core-Dynamic | 0% | 0% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 PM (StanleyDruck13F) | Pay Day | Apr 13, 2026 | $1.47 |
 DBRG (Private-Equity) | Pay Day | Apr 15, 2026 | $0.01 |
 EQT.ST (Private-Equity) | Ex-Dividend | May 14, 2026 | $0.27 |
 CVC.NV (Private-Equity) | Ex-Dividend | May 14, 2026 | $0.27 |
EQT.ST (Private-Equity) | Pay Day | May 20, 2026 | $0.27 |
 PGHN.ZU (Private-Equity) | Ex-Dividend | May 22, 2026 | $59.26 |
PGHN.ZU (Private-Equity) | Pay Day | May 26, 2026 | $59.26 |
 SOF.BR (Private-Equity) | Ex-Dividend | May 27, 2026 | $4.23 |
SOF.BR (Private-Equity) | Pay Day | May 29, 2026 | $4.23 |
CVC.NV (Private-Equity) | Pay Day | Jun 11, 2026 | $0.27 |
 TSM (StanleyDruck13F) | Ex-Dividend | Jun 11, 2026 | $0.95 |
 STM.US (StanleyDruck13F) | Ex-Dividend | Jun 23, 2026 | $0.09 |
STM.US (StanleyDruck13F) | Pay Day | Jun 30, 2026 | $0.09 |
TSM (StanleyDruck13F) | Pay Day | Jul 9, 2026 | $0.95 |
Performance Metrics
Score 7/10
Beta
1.65
1.65
0
0.8
1.2
0
2
Sharpe Ratio
0.68
0.68
0
0.5
1
1.5
1.5
Sortino Ratio
1.38
1.38
0
1
2
3
3
Jensen's Alpha
33.9
33.9
-2
0
2
34
34
Omega Ratio
1.75
1.75
0
1
1.5
2.5
2.5
Treynor Ratio
2.04
2.04
0
0.75
1.25
3
3
Information Ratio
0.62
0.62
0
0.3
0.6
1
1
Calmar Ratio
0.56
0.56
0
0.3
0.6
1
1
Beta
1.65
1.65
0
0.8
1.2
0
2
Sharpe Ratio
0.68
0.68
0
0.5
1
1.5
1.5
Sortino Ratio
1.38
1.38
0
1
2
3
3
Jensen's Alpha
33.9
33.9
-2
0
2
34
34
Omega Ratio
1.75
1.75
0
1
1.5
2.5
2.5
Treynor Ratio
2.04
2.04
0
0.75
1.25
3
3
Information Ratio
0.62
0.62
0
0.3
0.6
1
1
Calmar Ratio
0.56
0.56
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
32.96
High:AAPL
32.96AAPLLow:
HTGMQ
-HTGMQDetails
PEG Ratio
128.76
High:AAPL
128.84AAPLLow:HTGMQ
-HTGMQDetails
Price/Book
43.43
High:AAPL
43.43AAPLLow:HTGMQ
0.01HTGMQDetails
Price/Sales
8.86
High:AAPL
8.86AAPLLow:HTGMQ
0HTGMQDetails
Price/CF
29.89
High:AAPL
29.89AAPLLow:AAPL
29.89AAPLDetails
Price/FCF
37.55
High:AAPL
37.55AAPLLow:AAPL
37.55AAPLDetails
P/E Ratio
32.96
High:AAPL
32.96AAPLLow:HTGMQ
-HTGMQDetails
PEG Ratio
128.76
High:AAPL
128.84AAPLLow:HTGMQ
-HTGMQDetails
Price/Book
43.43
High:AAPL
43.43AAPLLow:HTGMQ
0.01HTGMQDetails
Price/Sales
8.86
High:AAPL
8.86AAPLLow:HTGMQ
0HTGMQDetails
Price/CF
29.89
High:AAPL
29.89AAPLLow:AAPL
29.89AAPLDetails
Price/FCF
37.55
High:AAPL
37.55AAPLLow:AAPL
37.55AAPLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-53.21% | Feb 2022 | Feb 2024 | 24 |
-41.47% | Nov 2024 | - | 18 |