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-7.75%
This Month
-31.81%
Year To Date
+6.21%
2 Years
+114.62%
5 Years
+114.62%
10 Years
+28.11%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading28.11%
- 🪙 Cryptocurrencies23.7%
- ❓ Other8.44%
- 🧩 Miscellaneous6.76%
- 💵 Cash5.68%
- 💰 Finance5.01%
- 🖥️ Technology Services4.92%
- 🚚 Transportation3.87%
- ⛏️ Energy Minerals3.04%
- 📊 ETFs3.04%
- 🛍️ Retail Trade2.69%
- 💻 Electronic Technology2.32%
- 🍞 Consumer Non Durables1.56%
- 🧬 Health Technology0.69%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq40.13%
- 🌍 Digital Currency24.41%
- 🇺🇸 NYSE14.29%
- 🇬🇧 LSE6.76%
- 🇩🇪 Xetra ETFs6.44%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States39.99%
- 🇧🇪 Belgium3.87%
- 🇸🇬 Singapore1.89%
- 🇬🇧 United Kingdom0.22%
Dividends
Dividend Yield
0.42%
9 out of 25 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $MO (5.9%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 CMBT | 0.14% | 3.57% | - |
 MO | 0.09% | 5.9% | $3.92 |
 CVX.US | 0.05% | 3.15% | $6.28 |
 Magnificent-7 | 0.05% | 0.3% | - |
 APA | 0.03% | 2.04% | $1 |
 KSS | 0.03% | 1.72% | $2 |
 V | 0.02% | 0.66% | $2.01 |
 NVDA | 0.01% | 0.24% | $0.02 |
 PierreN2023 | 0.01% | 0.04% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
APA | Ex-Dividend | Oct 22, 2026 | $0.25 |
CMBT | Pay Day | Oct 22, 2026 | $0.16 |
 MU (PierreN2023) | Pay Day | Oct 29, 2026 | $0.15 |
 MRVL (PierreN2023) | Pay Day | Oct 29, 2026 | $0.06 |
 INTC (PierreN2023) | Ex-Dividend | Nov 7, 2026 | $0.12 |
 AAPL (Magnificent-7) | Ex-Dividend | Nov 10, 2026 | $0.27 |
V | Ex-Dividend | Nov 11, 2026 | $0.67 |
CVX.US | Ex-Dividend | Nov 19, 2026 | $1.78 |
 AMAT (PierreN2023) | Ex-Dividend | Nov 20, 2026 | $0.53 |
 MSFT (Magnificent-7) | Ex-Dividend | Nov 20, 2026 | $0.91 |
 GOOGL (Magnificent-7) | Ex-Dividend | Dec 4, 2026 | $0.22 |
 WDC (PierreN2023) | Ex-Dividend | Dec 8, 2026 | $0.15 |
KSS | Ex-Dividend | Dec 9, 2026 | $0.13 |
NVDA | Ex-Dividend | Dec 10, 2026 | $0.25 |
NVDA (Magnificent-7) | Ex-Dividend | Dec 10, 2026 | $0.25 |
MO | Ex-Dividend | Dec 15, 2026 | $1.06 |
 META (Magnificent-7) | Ex-Dividend | Dec 21, 2026 | $0.53 |
 STX.US (PierreN2023) | Ex-Dividend | Dec 24, 2026 | $0.74 |
MRVL (PierreN2023) | Ex-Dividend | Jan 9, 2027 | $0.06 |
MU (PierreN2023) | Ex-Dividend | Jan 14, 2027 | $0.15 |
CMBT | Ex-Dividend | Jan 15, 2027 | $0.16 |
Performance Metrics
Score 6.6/10
Beta
1.5
1.5
0
0.8
1.2
0
2
Sharpe Ratio
0.67
0.67
0
0.5
1
1.5
1.5
Sortino Ratio
1.51
1.51
0
1
2
3
3
Jensen's Alpha
8.09
8.09
-2
0
2
9
9
Omega Ratio
1.44
1.44
0
1
1.5
2.5
2.5
Treynor Ratio
1.62
1.62
0
0.75
1.25
2
2
Information Ratio
0.37
0.37
0
0.3
0.6
1
1
Calmar Ratio
0.86
0.86
0
0.3
0.6
1
1
Beta
1.5
1.5
0
0.8
1.2
0
2
Sharpe Ratio
0.67
0.67
0
0.5
1
1.5
1.5
Sortino Ratio
1.51
1.51
0
1
2
3
3
Jensen's Alpha
8.09
8.09
-2
0
2
9
9
Omega Ratio
1.44
1.44
0
1
1.5
2.5
2.5
Treynor Ratio
1.62
1.62
0
0.75
1.25
2
2
Information Ratio
0.37
0.37
0
0.3
0.6
1
1
Calmar Ratio
0.86
0.86
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
29.6
High:
FIVN
50.17FIVNLow:
AMBR
-229.27AMBRDetails
PEG Ratio
1.04
High:
ULTA
3.8ULTALow:FIVN
0.09FIVNDetails
Price/Book
16.97
High:NVDA
25.19NVDALow:MO
-42.48MODetails
Price/Sales
13.1
High:
MRNA
36.3MRNALow:KSS
0.15KSSDetails
Price/CF
29.98
High:MRNA
62.64MRNALow:KSS
1.67KSSDetails
Price/FCF
40.23
High:MRNA
101.63MRNALow:KSS
2.31KSSDetails
P/E Ratio
29.6
High:FIVN
50.17FIVNLow:AMBR
-229.27AMBRDetails
PEG Ratio
1.04
High:ULTA
3.8ULTALow:FIVN
0.09FIVNDetails
Price/Book
16.97
High:NVDA
25.19NVDALow:MO
-42.48MODetails
Price/Sales
13.1
High:MRNA
36.3MRNALow:KSS
0.15KSSDetails
Price/CF
29.98
High:MRNA
62.64MRNALow:KSS
1.67KSSDetails
Price/FCF
40.23
High:MRNA
101.63MRNALow:KSS
2.31KSSDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-41.98% | Jun 2026 | - | 5 |
-17.8% | Apr 2024 | Nov 2024 | 7 |
-12.56% | Oct 2025 | May 2026 | 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 |