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-0.13%
This Month
+1.48%
Year To Date
+101.22%
2 Years
+210.91%
5 Years
+210.91%
10 Years
+45.95%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies41.95%
- 💻 Electronic Technology16.66%
- 🖥️ Technology Services13.75%
- 🧬 Health Technology13.06%
- 🚗 Consumer Durables9.02%
- 👥 Copy Trading5.46%
- 💵 Cash0.12%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency42.23%
- 🇭🇰 Hong Kong Exchanges16.66%
- 🇳🇱 Euronext Amsterdam13.75%
- 🇺🇸 NYSE13.64%
- 🇺🇸 Nasdaq11.18%
- 🇬🇧 LSE1.03%
- 🇩🇪 FRA0.45%
- 🇪🇸 Bolsa De Madrid0.24%
- 🇩🇪 Xetra ETFs0.11%
Countries Breakdown
- Country
- Total
- 🇨🇳 China25.69%
- 🇺🇸 United States16.06%
- 🇳🇱 Netherlands13.75%
- 🇬🇧 United Kingdom0.66%
- 🇩🇪 Germany0.45%
- 🇪🇸 Spain0.24%
- 🇮🇱 Israel0.11%
Dividends
Dividend Yield
0.84%
5 out of 8 instruments pay dividend.
5 dividend payments in the next 30 days.
Highest Dividend: $PFE (6.92%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 PFE | 0.45% | 6.92% | $1.66 |
 00285.HK | 0.24% | 1.47% | $0.59 |
 TFX | 0.07% | 1.05% | $1.36 |
 PRX.NV | 0.05% | 0.38% | $0.07 |
 defense_investor | 0.02% | 0.41% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 GOOG (defense_investor) | Ex-Dividend | Sep 8, 2025 | $0.21 |
 LLY (defense_investor) | Pay Day | Sep 10, 2025 | $1.50 |
 MSFT (defense_investor) | Pay Day | Sep 11, 2025 | $0.83 |
 NVDA (defense_investor) | Ex-Dividend | Sep 11, 2025 | $0.01 |
TFX | Pay Day | Sep 15, 2025 | $0.34 |
GOOG (defense_investor) | Pay Day | Sep 15, 2025 | $0.21 |
NVDA (defense_investor) | Pay Day | Oct 2, 2025 | $0.01 |
Performance Metrics
Score 7.8/10
Beta
1.3
1.3
0
0.8
1.2
0
2
Sharpe Ratio
0.81
0.81
0
0.5
1
1.5
1.5
Sortino Ratio
1.93
1.93
0
1
2
3
3
Jensen's Alpha
33.64
33.64
-2
0
2
34
34
Omega Ratio
1.85
1.85
0
1
1.5
2.5
2.5
Treynor Ratio
2.55
2.55
0
0.75
1.25
3
3
Information Ratio
0.72
0.72
0
0.3
0.6
1
1
Calmar Ratio
1.4
1.4
0
0.3
0.6
2
2
Beta
1.3
1.3
0
0.8
1.2
0
2
Sharpe Ratio
0.81
0.81
0
0.5
1
1.5
1.5
Sortino Ratio
1.93
1.93
0
1
2
3
3
Jensen's Alpha
33.64
33.64
-2
0
2
34
34
Omega Ratio
1.85
1.85
0
1
1.5
2.5
2.5
Treynor Ratio
2.55
2.55
0
0.75
1.25
3
3
Information Ratio
0.72
0.72
0
0.3
0.6
1
1
Calmar Ratio
1.4
1.4
0
0.3
0.6
2
2
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
12.29
High:
TFX
30.39TFXLow:
PRX.NV
10.91PRX.NVDetails
PEG Ratio
87.82
High:
00285.HK
184.700285.HKLow:
PFE
2.55PFEDetails
Price/Book
2.14
High:00285.HK
2.6500285.HKLow:TFX
1.34TFXDetails
Price/Sales
2.96
High:PRX.NV
21.69PRX.NVLow:00285.HK
0.4900285.HKDetails
Price/CF
16
High:PRX.NV
55.9PRX.NVLow:00285.HK
4.1300285.HKDetails
Price/FCF
36.15
High:PRX.NV
68.41PRX.NVLow:00285.HK
5.7900285.HKDetails
P/E Ratio
12.29
High:TFX
30.39TFXLow:PRX.NV
10.91PRX.NVDetails
PEG Ratio
87.82
High:00285.HK
184.700285.HKLow:PFE
2.55PFEDetails
Price/Book
2.14
High:00285.HK
2.6500285.HKLow:TFX
1.34TFXDetails
Price/Sales
2.96
High:PRX.NV
21.69PRX.NVLow:00285.HK
0.4900285.HKDetails
Price/CF
16
High:PRX.NV
55.9PRX.NVLow:00285.HK
4.1300285.HKDetails
Price/FCF
36.15
High:PRX.NV
68.41PRX.NVLow:00285.HK
5.7900285.HKDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-28.25% | Dec 2024 | - | 10 |
-22.2% | Apr 2024 | Nov 2024 | 7 |
-13.23% | Dec 2022 | Jan 2023 | 1 |
-12.9% | Jan 2024 | Mar 2024 | 2 |
-11.39% | Jul 2022 | Oct 2022 | 3 |
-10.71% | Feb 2023 | Jul 2023 | 5 |
-7.88% | Aug 2023 | Nov 2023 | 3 |