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-1.49%
This Month
+13.97%
Year To Date
+181.5%
2 Years
+192.93%
5 Years
+192.93%
10 Years
+75.2%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology19.52%
- 🖥️ Technology Services14.74%
- 💰 Finance12.07%
- 🪙 Cryptocurrencies9.74%
- 🧬 Health Technology8.59%
- 💵 Cash8.19%
- 👥 Copy Trading7.4%
- 🪨 Non Energy Minerals3.6%
- 📡 Communications3.23%
- 🛍️ Retail Trade2.83%
- 🚗 Consumer Durables2.53%
- 📦 Distribution Services1.57%
- 💇♀️ Consumer Services1.41%
- 🚚 Transportation1.38%
- 💼 Commercial Services0.95%
- 🛠️ Producer Manufacturing0.86%
- 🍞 Consumer Non Durables0.58%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq41.86%
- 🇺🇸 NYSE19.78%
- 🌍 Digital Currency10.2%
- 🇬🇧 LSE4.63%
- 🇫🇷 Euronext Paris4.18%
- 🇧🇪 Euronext Brussels3.69%
- 🇭🇰 Hong Kong Exchanges2.6%
- 🇩🇪 FRA2.38%
- 🇩🇪 Xetra ETFs1.23%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States51.59%
- 🇰🇷 South Korea4.63%
- 🇩🇪 Germany4.34%
- 🇫🇷 France4.18%
- 🇧🇪 Belgium3.69%
- 🇨🇦 Canada2.7%
- 🇨🇳 China2.6%
- 🇱🇺 Luxembourg2.13%
- 🇮🇱 Israel1.61%
- 🇬🇧 United Kingdom1.32%
- 🇳🇴 Norway0.33%
Dividends
Dividend Yield
0.59%
21 out of 47 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $CDA.PA (4.43%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 AGS.BR | 0.1% | 4.17% | $2.28 |
 SMSN.L | 0.08% | 1.78% | $23.68 |
 CDA.PA | 0.06% | 4.43% | - |
 PierreN2023 | 0.05% | 0.68% | - |
 DB | 0.05% | 2.45% | $0.49 |
 CMCL | 0.04% | 2.83% | $0.56 |
 CSCO | 0.04% | 2.42% | $1.58 |
 BAR.BR | 0.03% | 2.63% | - |
 LLY | 0.03% | 0.76% | $4.86 |
 TOL | 0.02% | 0.79% | $0.86 |
 KER.PA | 0.02% | 2.79% | $14 |
 STX.US | 0.01% | 1.85% | $2.8 |
 GOOG | 0.01% | 0.43% | $0.2 |
 0700.HK | 0.01% | 0.82% | $3.4 |
 SAF.PA | 0.01% | 1.02% | $2.2 |
 RHM.DE | 0.01% | 0.47% | $5.7 |
 ORCL | 0.01% | 0.73% | $1.6 |
 IBKR | 0% | 0.45% | $0.55 |
 MAG | 0% | 0.19% | - |
 FCNCA | 0% | 0.41% | $5.67 |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 EXC (PierreN2023) | Ex-Dividend | Aug 11, 2025 | $0.40 |
LLY | Ex-Dividend | Aug 15, 2025 | $1.50 |
 HON (PierreN2023) | Ex-Dividend | Aug 15, 2025 | $1.13 |
IBKR | Ex-Dividend | Aug 29, 2025 | $0.08 |
FCNCA | Ex-Dividend | Aug 29, 2025 | $1.95 |
 QCOM (PierreN2023) | Ex-Dividend | Sep 4, 2025 | $0.89 |
HON (PierreN2023) | Pay Day | Sep 5, 2025 | $1.13 |
GOOG | Ex-Dividend | Sep 8, 2025 | $0.21 |
LLY | Pay Day | Sep 10, 2025 | $1.50 |
IBKR | Pay Day | Sep 12, 2025 | $0.08 |
GOOG | Pay Day | Sep 15, 2025 | $0.21 |
FCNCA | Pay Day | Sep 15, 2025 | $1.95 |
EXC (PierreN2023) | Pay Day | Sep 15, 2025 | $0.40 |
 VRSK (PierreN2023) | Ex-Dividend | Sep 15, 2025 | $0.45 |
QCOM (PierreN2023) | Pay Day | Sep 25, 2025 | $0.89 |
VRSK (PierreN2023) | Pay Day | Sep 30, 2025 | $0.45 |
Performance Metrics
Score 8.1/10
Beta
1.4
1.4
0
0.8
1.2
0
2
Sharpe Ratio
1.04
1.04
0
0.5
1
2
2
Sortino Ratio
3.32
3.32
0
1
2
4
4
Jensen's Alpha
31.59
31.59
-2
0
2
32
32
Omega Ratio
2.25
2.25
0
1
1.5
3
3
Treynor Ratio
2.86
2.86
0
0.75
1.25
3
3
Information Ratio
0.78
0.78
0
0.3
0.6
1
1
Calmar Ratio
3.07
3.07
0
0.3
0.6
4
4
Beta
1.4
1.4
0
0.8
1.2
0
2
Sharpe Ratio
1.04
1.04
0
0.5
1
2
2
Sortino Ratio
3.32
3.32
0
1
2
4
4
Jensen's Alpha
31.59
31.59
-2
0
2
32
32
Omega Ratio
2.25
2.25
0
1
1.5
3
3
Treynor Ratio
2.86
2.86
0
0.75
1.25
3
3
Information Ratio
0.78
0.78
0
0.3
0.6
1
1
Calmar Ratio
3.07
3.07
0
0.3
0.6
4
4
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
29.07
High:
ENR.DE
360.53ENR.DELow:
SAF.PA
-174.88SAF.PADetails
PEG Ratio
109.75
High:
IDXX
1,062.67IDXXLow:
ALCRB.PA
-170.6ALCRB.PADetails
Price/Book
5.69
High:
NVDA
50.53NVDALow:
STX.US
-72.79STX.USDetails
Price/Sales
4.9
High:
ASTS
2,534.45ASTSLow:
MAG
-MAGDetails
Price/CF
16.36
High:
TTWO
18,296.3TTWOLow:
DB
1.03DBDetails
Price/FCF
40.88
High:
MSTR
1,187.5MSTRLow:DB
1.09DBDetails
P/E Ratio
29.07
High:ENR.DE
360.53ENR.DELow:SAF.PA
-174.88SAF.PADetails
PEG Ratio
109.75
High:IDXX
1,062.67IDXXLow:ALCRB.PA
-170.6ALCRB.PADetails
Price/Book
5.69
High:NVDA
50.53NVDALow:STX.US
-72.79STX.USDetails
Price/Sales
4.9
High:ASTS
2,534.45ASTSLow:MAG
-MAGDetails
Price/CF
16.36
High:TTWO
18,296.3TTWOLow:DB
1.03DBDetails
Price/FCF
40.88
High:MSTR
1,187.5MSTRLow:DB
1.09DBDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-17.8% | Apr 2024 | Nov 2024 | 7 |
-9.58% | Feb 2025 | May 2025 | 3 |
-4.96% | Jan 2024 | Feb 2024 | 1 |
-3.1% | Aug 2023 | Oct 2023 | 2 |
-2.67% | Apr 2023 | May 2023 | 1 |
-1.49% | Aug 2025 | - | 1 |