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+6.01%
This Month
+9.37%
Year To Date
+43.04%
2 Years
+49.17%
5 Years
+178.78%
10 Years
+18.63%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology22.51%
- 🪙 Cryptocurrencies21.38%
- 💵 Cash21.17%
- 🧩 Miscellaneous10.39%
- 🖥️ Technology Services8.46%
- 💰 Finance7.25%
- 🚗 Consumer Durables5.09%
- 👥 Copy Trading2.64%
- 🧬 Health Technology2.47%
- 🛠️ Producer Manufacturing2.33%
- 💇♀️ Consumer Services1.68%
- 🍞 Consumer Non Durables1.45%
- 🛍️ Retail Trade1.02%
- 📊 ETFs0.59%
- 📡 Communications0.45%
- 💼 Commercial Services0.32%
- 🚚 Transportation0.15%
- 🧪 Process Industries0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq42.68%
- 🇺🇸 NYSE21.7%
- 🌍 Digital Currency21.38%
- 🇬🇧 LSE1.13%
- 🇺🇸 Chicago Board Options Exchange0.59%
- 🇭🇰 Hong Kong Exchanges0.24%
- 🇩🇪 FRA0.07%
- 🇳🇱 Euronext Amsterdam0.07%
- 🇩🇪 Xetra ETFs0.04%
- 🇺🇸 OTC Markets Stock Exchange0.03%
- 🇫🇷 Euronext Paris0.03%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States51.87%
- 🇰🇷 South Korea0.86%
- 🇯🇵 Japan0.79%
- 🇬🇧 United Kingdom0.68%
- 🇨🇳 China0.62%
- 🇨🇭 Switzerland0.31%
- 🇩🇪 Germany0.21%
- 🇳🇱 Netherlands0.14%
- 🇨🇦 Canada0.04%
- 🇹🇼 Taiwan0.03%
- 🇮🇪 Ireland0.02%
- 🇰🇾 Cayman Islands0.01%
Dividends
Dividend Yield
0.36%
30 out of 72 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $MONY.L (7.14%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 SPY | 0.07% | 0.95% | - |
 AXP | 0.03% | 1.16% | $2.6 |
 PFE | 0.03% | 6.16% | $1.66 |
 KO | 0.02% | 2.35% | $1.89 |
 JPM | 0.02% | 1.76% | $4.4 |
 MCD | 0.02% | 2.93% | $6.53 |
 GOOG | 0.01% | 0.24% | $0.2 |
 PEP | 0.01% | 4.37% | $5.15 |
 T.US | 0.01% | 4.41% | $1.11 |
 VZ | 0.01% | 6% | $2.66 |
 NKE | 0.01% | 4.5% | $1.45 |
 QQQ | 0.01% | 0.38% | - |
 IBM | 0.01% | 2.9% | $6.65 |
 NVDA | 0.01% | 0.12% | $0.02 |
 MONY.L | 0.01% | 7.14% | $0.12 |
 DIS | 0.01% | 1.45% | $0.75 |
 AAPL | 0.01% | 0.31% | $0.97 |
 MA | 0.01% | 0.61% | $2.46 |
 V | 0.01% | 0.72% | $2.01 |
 AMAT | 0.01% | 0.43% | $1.44 |
 rubymza | 0.01% | 0.65% | - |
 BWA | 0.01% | 1.11% | $0.44 |
 Social-Investor | 0.01% | 0.34% | - |
 SONY | 0% | 0.47% | $0.49 |
 0700.HK | 0% | 1.2% | $3.4 |
 SMSN.L | 0% | 0.29% | $23.68 |
 BABA | 0% | 0.91% | $0.98 |
 PYPL | 0% | 0.79% | - |
 MU | 0% | 0.05% | $0.46 |
 SFGYY | 0% | -2.29% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 META (Social-Investor) | Pay Day | Sep 28, 2026 | $0.53 |
SONY | Ex-Dividend | Sep 30, 2026 | $0.07 |
 VST (rubymza) | Pay Day | Sep 30, 2026 | $0.23 |
 CAH (rubymza) | Ex-Dividend | Oct 1, 2026 | $0.52 |
AXP | Ex-Dividend | Oct 2, 2026 | $0.95 |
JPM | Ex-Dividend | Oct 6, 2026 | $1.50 |
MU | Ex-Dividend | Oct 6, 2026 | $0.15 |
JPM (rubymza) | Ex-Dividend | Oct 6, 2026 | $1.50 |
MU (rubymza) | Ex-Dividend | Oct 6, 2026 | $0.15 |
MA | Ex-Dividend | Oct 9, 2026 | $0.87 |
T.US | Ex-Dividend | Oct 10, 2026 | $0.28 |
VZ | Ex-Dividend | Oct 10, 2026 | $0.71 |
 ORCL (Social-Investor) | Ex-Dividend | Oct 10, 2026 | $0.50 |
 MRVL (Social-Investor) | Ex-Dividend | Oct 10, 2026 | $0.06 |
 LRCX (Social-Investor) | Pay Day | Oct 14, 2026 | $0.33 |
 FCX (rubymza) | Ex-Dividend | Oct 15, 2026 | $0.15 |
 BA.L (rubymza) | Ex-Dividend | Oct 20, 2026 | $0.31 |
 DELL (Social-Investor) | Ex-Dividend | Oct 21, 2026 | $0.63 |
PFE | Ex-Dividend | Oct 24, 2026 | $0.43 |
 ASML.NV (rubymza) | Ex-Dividend | Oct 27, 2026 | $3.15 |
 ASML (Social-Investor) | Ex-Dividend | Oct 28, 2026 | $3.17 |
 INTC | Ex-Dividend | Nov 7, 2026 | $0.12 |
AAPL | Ex-Dividend | Nov 10, 2026 | $0.27 |
IBM | Ex-Dividend | Nov 10, 2026 | $1.69 |
AAPL (Social-Investor) | Ex-Dividend | Nov 10, 2026 | $0.27 |
AAPL (rubymza) | Ex-Dividend | Nov 10, 2026 | $0.27 |
V | Ex-Dividend | Nov 11, 2026 | $0.67 |
 SHEL (rubymza) | Ex-Dividend | Nov 14, 2026 | $0.78 |
 KLAC (Social-Investor) | Ex-Dividend | Nov 17, 2026 | $2.30 |
 CVX.US (rubymza) | Ex-Dividend | Nov 19, 2026 | $1.78 |
AMAT | Ex-Dividend | Nov 20, 2026 | $0.53 |
 MSFT (Social-Investor) | Ex-Dividend | Nov 20, 2026 | $0.91 |
MCD | Ex-Dividend | Dec 1, 2026 | $1.86 |
NKE | Ex-Dividend | Dec 1, 2026 | $0.41 |
BWA | Ex-Dividend | Dec 1, 2026 | $0.17 |
 GS (rubymza) | Ex-Dividend | Dec 1, 2026 | $4.50 |
 MANU | Ex-Dividend | Dec 3, 2026 | $0.09 |
GOOG | Ex-Dividend | Dec 4, 2026 | $0.22 |
PEP | Ex-Dividend | Dec 4, 2026 | $1.48 |
PYPL | Ex-Dividend | Dec 4, 2026 | $0.14 |
GOOG (Social-Investor) | Ex-Dividend | Dec 4, 2026 | $0.22 |
PYPL (Social-Investor) | Ex-Dividend | Dec 4, 2026 | $0.14 |
GOOG (rubymza) | Ex-Dividend | Dec 4, 2026 | $0.22 |
NVDA | Ex-Dividend | Dec 10, 2026 | $0.25 |
NVDA (rubymza) | Ex-Dividend | Dec 10, 2026 | $0.25 |
 VRT (Social-Investor) | Ex-Dividend | Dec 14, 2026 | $0.06 |
KO | Ex-Dividend | Dec 15, 2026 | $0.53 |
 TSM (rubymza) | Ex-Dividend | Dec 16, 2026 | $0.95 |
 HPE (Social-Investor) | Ex-Dividend | Dec 17, 2026 | $0.14 |
META (Social-Investor) | Ex-Dividend | Dec 21, 2026 | $0.53 |
VST (rubymza) | Ex-Dividend | Dec 21, 2026 | $0.23 |
DIS | Ex-Dividend | Dec 30, 2026 | $0.75 |
DIS (Social-Investor) | Ex-Dividend | Dec 30, 2026 | $0.75 |
MONY.L | Ex-Dividend | Jan 28, 2027 | $0.13 |
 ENR.DE (rubymza) | Ex-Dividend | Feb 27, 2027 | $0.00 |
SFGYY | Ex-Dividend | Mar 31, 2027 | $0.00 |
 JD.US (Social-Investor) | Ex-Dividend | Apr 9, 2027 | $1.00 |
 AIR.PA (rubymza) | Ex-Dividend | Apr 21, 2027 | $3.78 |
 SAP.DE (rubymza) | Ex-Dividend | May 6, 2027 | $2.95 |
 RHM.DE (rubymza) | Ex-Dividend | May 13, 2027 | $13.50 |
0700.HK | Ex-Dividend | May 15, 2027 | $0.68 |
0700.HK (rubymza) | Ex-Dividend | May 15, 2027 | $0.68 |
BABA | Ex-Dividend | Jun 11, 2027 | $1.05 |
BABA (Social-Investor) | Ex-Dividend | Jun 11, 2027 | $1.05 |
BABA (rubymza) | Ex-Dividend | Jun 11, 2027 | $1.05 |
Performance Metrics
Score 4/10
Beta
1.37
1.37
0
0.8
1.2
0
2
Sharpe Ratio
0.57
0.57
0
0.5
1
1.5
1.5
Sortino Ratio
0.98
0.98
0
1
2
3
3
Jensen's Alpha
-4.81
-4.81
-5
0
2
4.5
4.5
Omega Ratio
1.03
1.03
0
1
1.5
2.5
2.5
Treynor Ratio
0.99
0.99
0
0.75
1.25
2
2
Information Ratio
0.04
0.04
0
0.3
0.6
1
1
Calmar Ratio
0.33
0.33
0
0.3
0.6
1
1
Beta
1.37
1.37
0
0.8
1.2
0
2
Sharpe Ratio
0.57
0.57
0
0.5
1
1.5
1.5
Sortino Ratio
0.98
0.98
0
1
2
3
3
Jensen's Alpha
-4.81
-4.81
-5
0
2
4.5
4.5
Omega Ratio
1.03
1.03
0
1
1.5
2.5
2.5
Treynor Ratio
0.99
0.99
0
0.75
1.25
2
2
Information Ratio
0.04
0.04
0
0.3
0.6
1
1
Calmar Ratio
0.33
0.33
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
35.01
High:
TSLA
372.52TSLALow:
BIDU
-5,065.95BIDUDetails
PEG Ratio
103.83
High:JPM
653.32JPMLow:MANU
-218.14MANUDetails
Price/Book
13.16
High:
RBLX
91.71RBLXLow:MCD
-151.69MCDDetails
Price/Sales
11.81
High:
CRSP
1,248.92CRSPLow:
DMKPQ
-DMKPQDetails
Price/CF
27.84
High:
PLTR
138.09PLTRLow:
IRD
3.25IRDDetails
Price/FCF
44.73
High:BABA
1,196.17BABALow:IRD
3.25IRDDetails
P/E Ratio
35.01
High:TSLA
372.52TSLALow:BIDU
-5,065.95BIDUDetails
PEG Ratio
103.83
High:JPM
653.32JPMLow:MANU
-218.14MANUDetails
Price/Book
13.16
High:RBLX
91.71RBLXLow:MCD
-151.69MCDDetails
Price/Sales
11.81
High:CRSP
1,248.92CRSPLow:DMKPQ
-DMKPQDetails
Price/CF
27.84
High:PLTR
138.09PLTRLow:IRD
3.25IRDDetails
Price/FCF
44.73
High:BABA
1,196.17BABALow:IRD
3.25IRDDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-49.19% | Nov 2021 | Nov 2024 | 36 |
-18.87% | Feb 2025 | Jul 2025 | 5 |
-18.53% | Nov 2025 | Sep 2026 | 10 |
-9.47% | Sep 2020 | Nov 2020 | 2 |
-7.68% | Sep 2021 | Oct 2021 | 1 |
-5.92% | May 2021 | Aug 2021 | 3 |
-2.92% | Dec 2024 | Jan 2025 | 1 |
-0.41% | Jun 2020 | Jul 2020 | 1 |