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-4.08%
This Month
+8.55%
Year To Date
+41.44%
2 Years
+53.69%
5 Years
+53.69%
10 Years
+27.84%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs39.13%
- 👥 Copy Trading30.31%
- 💻 Electronic Technology12.23%
- 🧩 Miscellaneous12.2%
- 🛍️ Retail Trade3.91%
- 💰 Finance2.22%
- 💵 Cash0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE61.56%
- 🇺🇸 Nasdaq31.48%
- 🇬🇧 LSE2.61%
- 🇳🇴 Oslo Stock Exchange1.23%
- 🇫🇷 Euronext Paris1.08%
- 🌍 Digital Currency0.12%
- Regular Trading Hours - RTH0.1%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States36.73%
- 🇨🇳 China4.53%
- 🇬🇧 United Kingdom2.61%
- 🇨🇦 Canada2.22%
- 🇳🇴 Norway1.23%
- 🇫🇷 France1.08%
- 🇹🇼 Taiwan0.37%
- 🇧🇷 Brazil0.14%
Dividends
Dividend Yield
0.43%
8 out of 15 instruments pay dividend.
16 dividend payments in the next 30 days.
Highest Dividend: $RY (3.26%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 GOOGL (BigTech) | Ex-Dividend | Jun 8, 2026 | $0.22 |
 GOOG (fernandotapia04) | Ex-Dividend | Jun 8, 2026 | $0.22 |
 BABA | Ex-Dividend | Jun 11, 2026 | $1.05 |
 MSFT (BigTech) | Pay Day | Jun 11, 2026 | $0.91 |
BABA (BigTech) | Ex-Dividend | Jun 11, 2026 | $1.05 |
 AMAT (BigTech) | Pay Day | Jun 11, 2026 | $0.53 |
 CRM (BigTech) | Ex-Dividend | Jun 11, 2026 | $0.44 |
 TSM (BigTech) | Ex-Dividend | Jun 11, 2026 | $0.95 |
MSFT (fernandotapia04) | Pay Day | Jun 11, 2026 | $0.91 |
BABA (fernandotapia04) | Ex-Dividend | Jun 11, 2026 | $1.05 |
 META (BigTech) | Ex-Dividend | Jun 15, 2026 | $0.53 |
GOOGL (BigTech) | Pay Day | Jun 15, 2026 | $0.22 |
GOOG (fernandotapia04) | Pay Day | Jun 15, 2026 | $0.22 |
META (fernandotapia04) | Ex-Dividend | Jun 15, 2026 | $0.53 |
 LRCX (BigTech) | Ex-Dividend | Jun 17, 2026 | $0.26 |
META (BigTech) | Pay Day | Jun 25, 2026 | $0.53 |
META (fernandotapia04) | Pay Day | Jun 25, 2026 | $0.53 |
 NVDA | Pay Day | Jun 26, 2026 | $0.25 |
NVDA (BigTech) | Pay Day | Jun 26, 2026 | $0.25 |
 BAC (thomaspj) | Pay Day | Jun 26, 2026 | $0.28 |
 BP.L (thomaspj) | Pay Day | Jun 26, 2026 | $0.08 |
NVDA (fernandotapia04) | Pay Day | Jun 26, 2026 | $0.25 |
 GS (thomaspj) | Pay Day | Jun 29, 2026 | $4.50 |
 SHEL.L (thomaspj) | Pay Day | Jun 29, 2026 | $0.39 |
 TTE.PA (thomaspj) | Ex-Dividend | Jun 30, 2026 | $1.01 |
CRM (BigTech) | Pay Day | Jul 2, 2026 | $0.44 |
TTE.PA (thomaspj) | Pay Day | Jul 2, 2026 | $1.01 |
 JPM (thomaspj) | Ex-Dividend | Jul 6, 2026 | $1.50 |
LRCX (BigTech) | Pay Day | Jul 8, 2026 | $0.26 |
TSM (BigTech) | Pay Day | Jul 9, 2026 | $0.95 |
BABA | Pay Day | Jul 13, 2026 | $1.05 |
BABA (BigTech) | Pay Day | Jul 13, 2026 | $1.05 |
BABA (fernandotapia04) | Pay Day | Jul 13, 2026 | $1.05 |
 RY | Ex-Dividend | Jul 27, 2026 | $1.27 |
JPM (thomaspj) | Pay Day | Jul 31, 2026 | $1.50 |
 EQNR.OL (thomaspj) | Ex-Dividend | Aug 13, 2026 | $0.39 |
RY | Pay Day | Aug 24, 2026 | $1.27 |
EQNR.OL (thomaspj) | Pay Day | Aug 27, 2026 | $0.39 |
Performance Metrics
Score 6.6/10
Beta
1.01
1.01
0
0.8
1.2
0
2
Sharpe Ratio
1.21
1.21
0
0.5
1
2
2
Sortino Ratio
2.42
2.42
0
1
2
3
3
Jensen's Alpha
1.02
1.02
-2
0
2
4.5
4.5
Omega Ratio
1.15
1.15
0
1
1.5
2.5
2.5
Treynor Ratio
1.41
1.41
0
0.75
1.25
2
2
Information Ratio
0.19
0.19
0
0.3
0.6
1
1
Calmar Ratio
2.79
2.79
0
0.3
0.6
3
3
Beta
1.01
1.01
0
0.8
1.2
0
2
Sharpe Ratio
1.21
1.21
0
0.5
1
2
2
Sortino Ratio
2.42
2.42
0
1
2
3
3
Jensen's Alpha
1.02
1.02
-2
0
2
4.5
4.5
Omega Ratio
1.15
1.15
0
1
1.5
2.5
2.5
Treynor Ratio
1.41
1.41
0
0.75
1.25
2
2
Information Ratio
0.19
0.19
0
0.3
0.6
1
1
Calmar Ratio
2.79
2.79
0
0.3
0.6
3
3
Portfolio Valuation
Based on current positions
P/E Ratio
36.72
High:
AVGO
69.73AVGOLow:RY
17.45RYDetails
PEG Ratio
46.64
High:RY
73.23RYLow:NVDA
30.57NVDADetails
Price/Book
18.69
High:NVDA
27.09NVDALow:BABA
1.9BABADetails
Price/Sales
16.8
High:AVGO
27.07AVGOLow:BABA
2.11BABADetails
Price/CF
41.29
High:AVGO
61.1AVGOLow:RY
8.83RYDetails
Price/FCF
53.77
High:BABA
1,196.17BABALow:RY
12.49RYDetails
P/E Ratio
36.72
High:AVGO
69.73AVGOLow:RY
17.45RYDetails
PEG Ratio
46.64
High:RY
73.23RYLow:NVDA
30.57NVDADetails
Price/Book
18.69
High:NVDA
27.09NVDALow:BABA
1.9BABADetails
Price/Sales
16.8
High:AVGO
27.07AVGOLow:BABA
2.11BABADetails
Price/CF
41.29
High:AVGO
61.1AVGOLow:RY
8.83RYDetails
Price/FCF
53.77
High:BABA
1,196.17BABALow:RY
12.49RYDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-8.04% | Dec 2024 | May 2025 | 5 |
-6.74% | Feb 2026 | Apr 2026 | 2 |
-4.08% | Jun 2026 | - | 1 |
-3.23% | Jul 2024 | Sep 2024 | 2 |
-2.16% | Nov 2025 | Jan 2026 | 2 |