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-9.81%
This Month
-8.74%
Year To Date
-0.69%
2 Years
+4.68%
5 Years
+4.68%
10 Years
+1.85%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading58.9%
- 🪙 Cryptocurrencies12.05%
- 🛠️ Producer Manufacturing9.43%
- 💼 Commercial Services8.29%
- 🚗 Consumer Durables7.1%
- 🍞 Consumer Non Durables1.71%
- 🛍️ Retail Trade0.89%
- 🏥 Health Services0.79%
- 🖥️ Technology Services0.78%
- 💵 Cash0.05%
- 💰 Finance0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq47.74%
- 🇺🇸 NYSE20.39%
- 🌍 Digital Currency18.42%
- 🇬🇧 LSE8.39%
- Regular Trading Hours - RTH1.52%
- 🇮🇹 Borsa Italiana1.12%
- 🇭🇰 Hong Kong Exchanges1.04%
- 🇳🇱 Euronext Amsterdam0.4%
- 🇳🇴 Oslo Stock Exchange0.27%
- 🇩🇪 Xetra ETFs0.19%
- 🇨🇭 SIX0.17%
- 🇧🇪 Euronext Brussels0.14%
- 🇺🇸 Chicago Board Options Exchange0.13%
- 🇩🇰 Copenhagen Stock Exchange0.04%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States53.82%
- 🇬🇧 United Kingdom8.29%
- 🇮🇱 Israel3.32%
- 🇨🇳 China2.33%
- 🇨🇦 Canada2.24%
- 🇩🇰 Denmark1.59%
- 🇮🇹 Italy1.12%
- 🇹🇼 Taiwan1.04%
- 🇳🇱 Netherlands0.63%
- 🇧🇷 Brazil0.5%
- 🇳🇴 Norway0.27%
- 🇮🇪 Ireland0.18%
- 🇨🇭 Switzerland0.17%
- 🇰🇾 Cayman Islands0.03%
Dividends
Dividend Yield
0.31%
9 out of 16 instruments pay dividend.
19 dividend payments in the next 30 days.
Highest Dividend: $NKE (3.76%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 Marco199610 | 0.08% | 0.58% | - |
 NKE | 0.06% | 3.76% | $1.45 |
 MercedesSotelo | 0.06% | 0.25% | - |
 ioatri | 0.05% | 0.38% | - |
 ATKR | 0.03% | 1.55% | $0.64 |
 UNH | 0.02% | 2.25% | $7.74 |
 CyberSecurity | 0.01% | 0.08% | - |
 META | 0% | 0.34% | $1 |
 MRP | 0% | -10.17% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 ROK (Marco199610) | Pay Day | Jun 10, 2026 | $1.38 |
 9988.HK (Marco199610) | Ex-Dividend | Jun 10, 2026 | $0.13 |
 LLY (ioatri) | Pay Day | Jun 10, 2026 | $1.73 |
 MSFT (ioatri) | Pay Day | Jun 11, 2026 | $0.91 |
 CRM (ioatri) | Ex-Dividend | Jun 11, 2026 | $0.44 |
 TSM (ioatri) | Ex-Dividend | Jun 11, 2026 | $0.95 |
 RRC (ioatri) | Ex-Dividend | Jun 12, 2026 | $0.10 |
 EVR (ioatri) | Pay Day | Jun 12, 2026 | $0.89 |
META | Ex-Dividend | Jun 15, 2026 | $0.53 |
META (Marco199610) | Ex-Dividend | Jun 15, 2026 | $0.53 |
META (ioatri) | Ex-Dividend | Jun 15, 2026 | $0.53 |
 EXPE (ioatri) | Pay Day | Jun 18, 2026 | $0.48 |
 MPCC.OL (Marco199610) | Ex-Dividend | Jun 19, 2026 | $0.04 |
 LDO.MI (Marco199610) | Ex-Dividend | Jun 22, 2026 | $0.74 |
 VST (ioatri) | Ex-Dividend | Jun 22, 2026 | $0.23 |
 APH (ioatri) | Ex-Dividend | Jun 23, 2026 | $0.25 |
LDO.MI (Marco199610) | Pay Day | Jun 24, 2026 | $0.74 |
META | Pay Day | Jun 25, 2026 | $0.53 |
META (Marco199610) | Pay Day | Jun 25, 2026 | $0.53 |
 PYPL (MercedesSotelo) | Pay Day | Jun 25, 2026 | $0.14 |
META (ioatri) | Pay Day | Jun 25, 2026 | $0.53 |
 NVDA (Marco199610) | Pay Day | Jun 26, 2026 | $0.25 |
MPCC.OL (Marco199610) | Pay Day | Jun 26, 2026 | $0.04 |
 LMT (ioatri) | Pay Day | Jun 26, 2026 | $3.45 |
NVDA (ioatri) | Pay Day | Jun 26, 2026 | $0.25 |
RRC (ioatri) | Pay Day | Jun 26, 2026 | $0.10 |
 SYK (Marco199610) | Ex-Dividend | Jun 30, 2026 | $0.88 |
VST (ioatri) | Pay Day | Jun 30, 2026 | $0.23 |
NKE | Pay Day | Jul 1, 2026 | $0.41 |
CRM (ioatri) | Pay Day | Jul 2, 2026 | $0.44 |
9988.HK (Marco199610) | Pay Day | Jul 6, 2026 | $0.13 |
 CSCO (CyberSecurity) | Ex-Dividend | Jul 6, 2026 | $0.42 |
TSM (ioatri) | Pay Day | Jul 9, 2026 | $0.95 |
APH (ioatri) | Pay Day | Jul 15, 2026 | $0.25 |
 ENEL.MI (Marco199610) | Ex-Dividend | Jul 20, 2026 | $0.30 |
ENEL.MI (Marco199610) | Pay Day | Jul 22, 2026 | $0.30 |
CSCO (CyberSecurity) | Pay Day | Jul 22, 2026 | $0.42 |
SYK (Marco199610) | Pay Day | Jul 31, 2026 | $0.88 |
Performance Metrics
Score 2/10
Beta
1.04
1.04
0
0.8
1.2
0
2
Sharpe Ratio
-0.05
-0.05
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.07
-0.07
-1
1
2
3
3
Jensen's Alpha
-15.47
-15.47
-16
0
2
4.5
4.5
Omega Ratio
0.41
0.41
0
1
1.5
2.5
2.5
Treynor Ratio
-0.07
-0.07
-1
0.75
1.25
2
2
Information Ratio
-1.29
-1.29
-2
0.3
0.6
1
1
Calmar Ratio
0.08
0.08
0
0.3
0.6
1
1
Beta
1.04
1.04
0
0.8
1.2
0
2
Sharpe Ratio
-0.05
-0.05
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.07
-0.07
-1
1
2
3
3
Jensen's Alpha
-15.47
-15.47
-16
0
2
4.5
4.5
Omega Ratio
0.41
0.41
0
1
1.5
2.5
2.5
Treynor Ratio
-0.07
-0.07
-1
0.75
1.25
2
2
Information Ratio
-1.29
-1.29
-2
0.3
0.6
1
1
Calmar Ratio
0.08
0.08
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
85.64
High:
TSLA
382.29TSLALow:ATKR
-23.61ATKRDetails
PEG Ratio
42.21
High:META
376.16METALow:MRP
2.19MRPDetails
Price/Book
11.74
High:TSLA
18.68TSLALow:
IPO.L
0.62IPO.LDetails
Price/Sales
7.62
High:TSLA
15.13TSLALow:UNH
0.8UNHDetails
Price/CF
35.05
High:IPO.L
127.05IPO.LLow:MRP
1.04MRPDetails
Price/FCF
128.29
High:NKE
947.69NKELow:MRP
1.15MRPDetails
P/E Ratio
85.64
High:TSLA
382.29TSLALow:ATKR
-23.61ATKRDetails
PEG Ratio
42.21
High:META
376.16METALow:MRP
2.19MRPDetails
Price/Book
11.74
High:TSLA
18.68TSLALow:IPO.L
0.62IPO.LDetails
Price/Sales
7.62
High:TSLA
15.13TSLALow:UNH
0.8UNHDetails
Price/CF
35.05
High:IPO.L
127.05IPO.LLow:MRP
1.04MRPDetails
Price/FCF
128.29
High:NKE
947.69NKELow:MRP
1.15MRPDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-25.53% | Oct 2025 | - | 9 |
-13.18% | Dec 2024 | Jul 2025 | 7 |
-3.77% | Mar 2024 | Jun 2024 | 3 |
-3.35% | Aug 2025 | Sep 2025 | 1 |
-2.94% | Oct 2024 | Nov 2024 | 1 |
-0.57% | Aug 2024 | Sep 2024 | 1 |