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-0.94%
This Month
+17.7%
Year To Date
+44.58%
2 Years
+113.06%
5 Years
+141.94%
10 Years
+18.33%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology44.26%
- 📊 ETFs14.64%
- 🍞 Consumer Non Durables13.43%
- 💰 Finance8.86%
- 📈 Indexes7.8%
- 💇♀️ Consumer Services3.65%
- 🖥️ Technology Services3.48%
- 👥 Copy Trading2.47%
- ⛏️ Energy Minerals0.9%
- 💼 Commercial Services0.39%
- 💵 Cash0.11%
- 🧪 Process Industries0.04%
- 🛍️ Retail Trade0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE48.45%
- 🇺🇸 Nasdaq32.12%
- 🇫🇷 Euronext Paris11.39%
- 🌍 CFD7.8%
- 🇭🇰 Hong Kong Exchanges0.11%
- 🇬🇧 LSE0.05%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States65.51%
- 🇫🇷 France11.39%
- 🇨🇳 China0.24%
- 🇸🇬 Singapore0.11%
- 🇹🇼 Taiwan0.08%
- 🇷🇺 Russia0.05%
- 🇯🇵 Japan0.05%
- 🇨🇦 Canada0.04%
Dividends
Dividend Yield
1.27%
13 out of 21 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $OGZDL.L (67.74%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 LMT | Pay Day | Dec 30, 2025 | $3.45 |
 TSM (InTheGame) | Pay Day | Jan 8, 2026 | $0.84 |
Performance Metrics
Score 6.5/10
Beta
1.08
1.08
0
0.8
1.2
0
2
Sharpe Ratio
0.79
0.79
0
0.5
1
1.5
1.5
Sortino Ratio
1.33
1.33
0
1
2
3
3
Jensen's Alpha
2.36
2.36
-2
0
2
4.5
4.5
Omega Ratio
1.27
1.27
0
1
1.5
2.5
2.5
Treynor Ratio
1.22
1.22
0
0.75
1.25
2
2
Information Ratio
0.31
0.31
0
0.3
0.6
1
1
Calmar Ratio
0.66
0.66
0
0.3
0.6
1
1
Beta
1.08
1.08
0
0.8
1.2
0
2
Sharpe Ratio
0.79
0.79
0
0.5
1
1.5
1.5
Sortino Ratio
1.33
1.33
0
1
2
3
3
Jensen's Alpha
2.36
2.36
-2
0
2
4.5
4.5
Omega Ratio
1.27
1.27
0
1
1.5
2.5
2.5
Treynor Ratio
1.22
1.22
0
0.75
1.25
2
2
Information Ratio
0.31
0.31
0
0.3
0.6
1
1
Calmar Ratio
0.66
0.66
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
46.45
High:
INTC
3,566.98INTCLow:
BA
-14.93BADetails
PEG Ratio
604.53
High:INTC
3,553.58INTCLow:
SPCE
-0.76SPCEDetails
Price/Book
16.96
High:
NVDA
35.78NVDALow:
MCD
-104.27MCDDetails
Price/Sales
12.76
High:SPCE
115.58SPCELow:
LMT
1.52LMTDetails
Price/CF
39.88
High:
AVGO
65.63AVGOLow:
OGZDL.L
2.84OGZDL.LDetails
Price/FCF
65.49
High:
KO
272.99KOLow:
PYPL
11.57PYPLDetails
P/E Ratio
46.45
High:INTC
3,566.98INTCLow:BA
-14.93BADetails
PEG Ratio
604.53
High:INTC
3,553.58INTCLow:SPCE
-0.76SPCEDetails
Price/Book
16.96
High:NVDA
35.78NVDALow:MCD
-104.27MCDDetails
Price/Sales
12.76
High:SPCE
115.58SPCELow:LMT
1.52LMTDetails
Price/CF
39.88
High:AVGO
65.63AVGOLow:OGZDL.L
2.84OGZDL.LDetails
Price/FCF
65.49
High:KO
272.99KOLow:PYPL
11.57PYPLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-27.72% | Jul 2021 | Jun 2023 | 23 |
-12.08% | Aug 2023 | Dec 2023 | 4 |
-9.16% | Feb 2025 | Jun 2025 | 4 |
-8.08% | Sep 2020 | Nov 2020 | 2 |
-5.34% | Apr 2024 | Jun 2024 | 2 |
-2.75% | Oct 2024 | Dec 2024 | 2 |
-2.44% | Nov 2025 | - | 2 |
-0.87% | Jan 2024 | Feb 2024 | 1 |