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-1.08%
This Month
-6.12%
Year To Date
+23.87%
2 Years
+56.31%
5 Years
+231.46%
10 Years
+20.24%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading42.16%
- 🪙 Cryptocurrencies23.94%
- 🛠️ Producer Manufacturing12.4%
- 💻 Electronic Technology11.12%
- 💰 Finance4.19%
- 🖥️ Technology Services3.9%
- 💇♀️ Consumer Services2.17%
- 💵 Cash0.19%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE32.11%
- 🇺🇸 Nasdaq29.51%
- 🌍 Digital Currency23.94%
- 🇫🇷 Euronext Paris3.86%
- 🇩🇪 FRA2.99%
- 🇬🇧 LSE2.54%
- 🇮🇹 Borsa Italiana2.41%
- 🇪🇸 Bolsa De Madrid0.69%
- 🇸🇪 Stockholm Stock Exchange0.66%
- 🇳🇴 Oslo Stock Exchange0.56%
- 🇳🇱 Euronext Amsterdam0.4%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States53.98%
- 🇮🇱 Israel4.76%
- 🇫🇷 France3.36%
- 🇩🇪 Germany2.99%
- 🇬🇧 United Kingdom2.54%
- 🇮🇹 Italy2.41%
- 🇳🇱 Netherlands1.19%
- 🇨🇳 China1.08%
- 🇹🇼 Taiwan0.71%
- 🇪🇸 Spain0.69%
- 🇸🇪 Sweden0.66%
- 🇳🇴 Norway0.56%
- 🇨🇾 Cyprus0.4%
- 🇨🇦 Canada0.39%
Dividends
Dividend Yield
0.45%
9 out of 14 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $MET (3.1%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 EuropeDefense | 0.13% | 0.89% | - |
 CAT | 0.1% | 0.81% | $5.31 |
 AI-Revolution | 0.07% | 0.39% | - |
 MCD | 0.05% | 2.2% | $6.53 |
 LMT | 0.04% | 2.03% | $12.45 |
 MET | 0.04% | 3.1% | $2.11 |
 AAPL | 0.01% | 0.4% | $0.97 |
 CyberSecurity | 0.01% | 0.09% | - |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6/10
Beta
1.39
1.39
0
0.8
1.2
0
2
Sharpe Ratio
0.6
0.6
0
0.5
1
1.5
1.5
Sortino Ratio
1.08
1.08
0
1
2
3
3
Jensen's Alpha
4.02
4.02
-2
0
2
5
5
Omega Ratio
1.29
1.29
0
1
1.5
2.5
2.5
Treynor Ratio
1.29
1.29
0
0.75
1.25
2
2
Information Ratio
0.31
0.31
0
0.3
0.6
1
1
Calmar Ratio
0.42
0.42
0
0.3
0.6
1
1
Beta
1.39
1.39
0
0.8
1.2
0
2
Sharpe Ratio
0.6
0.6
0
0.5
1
1.5
1.5
Sortino Ratio
1.08
1.08
0
1
2
3
3
Jensen's Alpha
4.02
4.02
-2
0
2
5
5
Omega Ratio
1.29
1.29
0
1
1.5
2.5
2.5
Treynor Ratio
1.29
1.29
0
0.75
1.25
2
2
Information Ratio
0.31
0.31
0
0.3
0.6
1
1
Calmar Ratio
0.42
0.42
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
32.1
High:
BA
119.9BALow:
CYBR
-139.7CYBRDetails
PEG Ratio
193.6
High:MCD
571.79MCDLow:NVDA
56.47NVDADetails
Price/Book
10.82
High:AAPL
43.77AAPLLow:MCD
-131.7MCDDetails
Price/Sales
7.31
High:NVDA
20.71NVDALow:MET
0.63METDetails
Price/CF
30.57
High:BA
163.87BALow:MET
2.89METDetails
Price/FCF
44.7
High:MCD
105.4MCDLow:MET
3.19METDetails
P/E Ratio
32.1
High:BA
119.9BALow:CYBR
-139.7CYBRDetails
PEG Ratio
193.6
High:MCD
571.79MCDLow:NVDA
56.47NVDADetails
Price/Book
10.82
High:AAPL
43.77AAPLLow:MCD
-131.7MCDDetails
Price/Sales
7.31
High:NVDA
20.71NVDALow:MET
0.63METDetails
Price/CF
30.57
High:BA
163.87BALow:MET
2.89METDetails
Price/FCF
44.7
High:MCD
105.4MCDLow:MET
3.19METDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-46.4% | May 2021 | Nov 2024 | 42 |
-24.23% | Jul 2019 | Jul 2020 | 12 |
-15.22% | Nov 2025 | - | 5 |
-10.68% | Feb 2025 | Jun 2025 | 4 |
-5.62% | Sep 2020 | Nov 2020 | 2 |
-0.05% | Dec 2024 | Jan 2025 | 1 |