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-6.55%
This Month
-4.83%
Year To Date
+22.76%
2 Years
+34.88%
5 Years
+142.57%
10 Years
+16.66%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology22.4%
- 💵 Cash18.9%
- 🪙 Cryptocurrencies16.83%
- 🧩 Miscellaneous11.14%
- 🖥️ Technology Services9.22%
- 💰 Finance7.37%
- 🚗 Consumer Durables6.2%
- 🛠️ Producer Manufacturing2.73%
- 👥 Copy Trading2.69%
- 🧬 Health Technology2.2%
- 💇♀️ Consumer Services1.9%
- 🍞 Consumer Non Durables1.55%
- 🌾 Commodities1.46%
- 🛍️ Retail Trade1.13%
- 📊 ETFs0.56%
- 📡 Communications0.49%
- 💼 Commercial Services0.32%
- 🚚 Transportation0.16%
- 🧪 Process Industries0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq44.26%
- 🇺🇸 NYSE22.98%
- 🌍 Digital Currency16.83%
- 🌍 Commodity1.46%
- 🇬🇧 LSE1.37%
- 🇺🇸 Chicago Board Options Exchange0.56%
- 🇭🇰 Hong Kong Exchanges0.26%
- 🇩🇪 FRA0.11%
- 🇳🇱 Euronext Amsterdam0.08%
- 🇩🇪 Xetra ETFs0.04%
- 🇺🇸 OTC Markets Stock Exchange0.03%
- 🇫🇷 Euronext Paris0.03%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States53.75%
- 🇰🇷 South Korea1.08%
- 🇯🇵 Japan0.83%
- 🇨🇳 China0.76%
- 🇬🇧 United Kingdom0.74%
- 🇨🇭 Switzerland0.3%
- 🇩🇪 Germany0.26%
- 🇳🇱 Netherlands0.15%
- 🇮🇪 Ireland0.04%
- 🇨🇦 Canada0.03%
- 🇰🇾 Cayman Islands0.01%
Dividends
Dividend Yield
0.4%
29 out of 73 instruments pay dividend.
21 dividend payments in the next 30 days.
Highest Dividend: $MONY.L (6.9%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 SPY | 0.08% | 0.98% | - |
 AXP | 0.03% | 1.09% | $2.6 |
 PFE | 0.03% | 6.69% | $1.66 |
 KO | 0.02% | 2.7% | $1.89 |
 JPM | 0.02% | 1.93% | $4.4 |
 MCD | 0.02% | 2.68% | $6.53 |
 GOOG | 0.01% | 0.23% | $0.2 |
 PEP | 0.01% | 4.08% | $5.15 |
 T.US | 0.01% | 4.85% | $1.11 |
 VZ | 0.01% | 6.14% | $2.66 |
 IBM | 0.01% | 2.26% | $6.65 |
 QQQ | 0.01% | 0.38% | - |
 NKE | 0.01% | 3.76% | $1.45 |
 NVDA | 0.01% | 0.13% | $0.02 |
 DIS | 0.01% | 1.51% | $0.75 |
 MONY.L | 0.01% | 6.9% | $0.12 |
 AAPL | 0.01% | 0.34% | $0.97 |
 MA | 0.01% | 0.68% | $2.46 |
 V | 0.01% | 0.81% | $2.01 |
 AMAT | 0.01% | 0.4% | $1.44 |
 rubymza | 0.01% | 0.59% | - |
 BWA | 0.01% | 0.88% | $0.44 |
 Social-Investor | 0.01% | 0.43% | - |
 SMSN.L | 0% | 0.4% | $23.68 |
 SONY | 0% | 0.5% | $0.49 |
 0700.HK | 0% | 1.16% | $3.4 |
 PYPL | 0% | 1.01% | - |
 BABA | 0% | 0.82% | $0.98 |
 MU | 0% | 0.05% | $0.46 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
GOOG | Ex-Dividend | Jun 8, 2026 | $0.22 |
GOOG (Social-Investor) | Ex-Dividend | Jun 8, 2026 | $0.22 |
GOOG (rubymza) | Ex-Dividend | Jun 8, 2026 | $0.22 |
IBM | Pay Day | Jun 10, 2026 | $1.69 |
 CVX.US (rubymza) | Pay Day | Jun 10, 2026 | $1.78 |
BABA | Ex-Dividend | Jun 11, 2026 | $1.05 |
AMAT | Pay Day | Jun 11, 2026 | $0.53 |
 MSFT (Social-Investor) | Pay Day | Jun 11, 2026 | $0.91 |
BABA (Social-Investor) | Ex-Dividend | Jun 11, 2026 | $1.05 |
PFE | Pay Day | Jun 12, 2026 | $0.43 |
GOOG | Pay Day | Jun 15, 2026 | $0.22 |
KO | Ex-Dividend | Jun 15, 2026 | $0.53 |
BWA | Pay Day | Jun 15, 2026 | $0.17 |
GOOG (Social-Investor) | Pay Day | Jun 15, 2026 | $0.22 |
 META (Social-Investor) | Ex-Dividend | Jun 15, 2026 | $0.53 |
GOOG (rubymza) | Pay Day | Jun 15, 2026 | $0.22 |
MCD | Pay Day | Jun 16, 2026 | $1.86 |
PYPL | Pay Day | Jun 25, 2026 | $0.14 |
META (Social-Investor) | Pay Day | Jun 25, 2026 | $0.53 |
PYPL (Social-Investor) | Pay Day | Jun 25, 2026 | $0.14 |
NVDA | Pay Day | Jun 26, 2026 | $0.25 |
NVDA (rubymza) | Pay Day | Jun 26, 2026 | $0.25 |
 GS (rubymza) | Pay Day | Jun 29, 2026 | $4.50 |
 SHEL (rubymza) | Pay Day | Jun 29, 2026 | $0.78 |
DIS | Ex-Dividend | Jun 30, 2026 | $0.75 |
PEP | Pay Day | Jun 30, 2026 | $1.48 |
DIS (Social-Investor) | Ex-Dividend | Jun 30, 2026 | $0.75 |
KO | Pay Day | Jul 1, 2026 | $0.53 |
NKE | Pay Day | Jul 1, 2026 | $0.41 |
NKE (Social-Investor) | Pay Day | Jul 1, 2026 | $0.41 |
 CAH (rubymza) | Ex-Dividend | Jul 1, 2026 | $0.52 |
JPM | Ex-Dividend | Jul 6, 2026 | $1.50 |
JPM (rubymza) | Ex-Dividend | Jul 6, 2026 | $1.50 |
BABA | Pay Day | Jul 13, 2026 | $1.05 |
BABA (Social-Investor) | Pay Day | Jul 13, 2026 | $1.05 |
CAH (rubymza) | Pay Day | Jul 15, 2026 | $0.52 |
DIS | Pay Day | Jul 22, 2026 | $0.75 |
DIS (Social-Investor) | Pay Day | Jul 22, 2026 | $0.75 |
JPM | Pay Day | Jul 31, 2026 | $1.50 |
JPM (rubymza) | Pay Day | Jul 31, 2026 | $1.50 |
Performance Metrics
Score 4/10
Beta
1.37
1.37
0
0.8
1.2
0
2
Sharpe Ratio
0.56
0.56
0
0.5
1
1.5
1.5
Sortino Ratio
0.97
0.97
0
1
2
3
3
Jensen's Alpha
-5.18
-5.18
-6
0
2
4.5
4.5
Omega Ratio
1.02
1.02
0
1
1.5
2.5
2.5
Treynor Ratio
1
1
0
0.75
1.25
2
2
Information Ratio
0.03
0.03
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
0.56
0.56
0
0.5
1
1.5
1.5
Sortino Ratio
0.97
0.97
0
1
2
3
3
Jensen's Alpha
-5.18
-5.18
-6
0
2
4.5
4.5
Omega Ratio
1.02
1.02
0
1
1.5
2.5
2.5
Treynor Ratio
1
1
0
0.75
1.25
2
2
Information Ratio
0.03
0.03
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
35.56
High:
TSLA
382.29TSLALow:
BIDU
-5,810.34BIDUDetails
PEG Ratio
97.67
High:JPM
603.47JPMLow:
MANU
-223.88MANUDetails
Price/Book
13.22
High:
RBLX
71.83RBLXLow:MCD
-150.65MCDDetails
Price/Sales
11.9
High:
CRSP
1,333.2CRSPLow:
DMKPQ
-DMKPQDetails
Price/CF
27.53
High:
PLTR
138.09PLTRLow:
IRD
3.25IRDDetails
Price/FCF
47.89
High:BABA
1,196.17BABALow:IRD
3.25IRDDetails
P/E Ratio
35.56
High:TSLA
382.29TSLALow:BIDU
-5,810.34BIDUDetails
PEG Ratio
97.67
High:JPM
603.47JPMLow:MANU
-223.88MANUDetails
Price/Book
13.22
High:RBLX
71.83RBLXLow:MCD
-150.65MCDDetails
Price/Sales
11.9
High:CRSP
1,333.2CRSPLow:DMKPQ
-DMKPQDetails
Price/CF
27.53
High:PLTR
138.09PLTRLow:IRD
3.25IRDDetails
Price/FCF
47.89
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 | - | 8 |
-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 |