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+1.32%
This Month
+11.89%
Year To Date
+67.42%
2 Years
+91.08%
5 Years
+206.69%
10 Years
+20.54%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services25.11%
- 🪙 Cryptocurrencies10.42%
- 👥 Copy Trading9.5%
- 💻 Electronic Technology8.88%
- 💰 Finance7.62%
- 💇♀️ Consumer Services7.61%
- 🛠️ Producer Manufacturing7.25%
- 🚗 Consumer Durables5.08%
- 🍞 Consumer Non Durables5.07%
- 🚚 Transportation4.36%
- 🧬 Health Technology2.7%
- 📦 Distribution Services2.32%
- 🛍️ Retail Trade2.05%
- 💼 Commercial Services0.95%
- 💵 Cash0.84%
- ⛏️ Energy Minerals0.63%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE50.54%
- 🇺🇸 Nasdaq36.87%
- 🌍 Digital Currency10.42%
- 🇩🇪 FRA1.16%
- 🇦🇺 Sydney0.1%
- 🇪🇸 Bolsa De Madrid0.1%
- 🇬🇧 LSE0.06%
- 🇫🇷 Euronext Paris0.03%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States70.66%
- 🇹🇼 Taiwan3.9%
- 🇯🇵 Japan3.4%
- 🇧🇲 Bermuda2.68%
- 🇨🇦 Canada2.31%
- 🇱🇺 Luxembourg1.68%
- 🇩🇪 Germany1.16%
- 🇮🇪 Ireland0.68%
- 🇧🇷 Brazil0.65%
- 🇰🇾 Cayman Islands0.21%
- 🇳🇱 Netherlands0.19%
- 🇮🇱 Israel0.1%
- 🇦🇺 Australia0.1%
- 🇪🇸 Spain0.1%
- 🇨🇭 Switzerland0.05%
- 🇬🇧 United Kingdom0.04%
- 🇫🇷 France0.03%
- 🇮🇳 India0.01%
Dividends
Dividend Yield
0.99%
19 out of 40 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $NAT (8.55%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 MO | 0.26% | 6.16% | $3.92 |
 Mikepara1 | 0.22% | 2.35% | - |
 MBG.DE | 0.08% | 7.37% | $5.3 |
 NAT | 0.07% | 8.55% | $0.43 |
 ASC | 0.07% | 3.58% | $0.87 |
 MFC | 0.06% | 2.99% | $1.13 |
 MFG | 0.04% | 1.24% | $0.12 |
 RCL | 0.04% | 1.89% | - |
 PEP | 0.04% | 4.18% | $5.15 |
 CMCSA | 0.03% | 4.98% | $1.2 |
 TSM | 0.02% | 0.7% | $1.74 |
 CAH | 0.02% | 0.83% | $2.01 |
 GM | 0.02% | 0.75% | $0.42 |
 POWL | 0.01% | 0.2% | $1.06 |
 CRM | 0.01% | 0.66% | $0.4 |
 GOOGL | 0.01% | 0.25% | $0.2 |
 AAPL | 0.01% | 0.33% | $0.97 |
 GEV | 0% | -0.19% | - |
 VSNT | 0% | -1.94% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 GLEN.L (Mikepara1) | Pay Day | Sep 18, 2026 | $0.09 |
Performance Metrics
Score 5.8/10
Beta
1.55
1.55
0
0.8
1.2
0
2
Sharpe Ratio
0.68
0.68
0
0.5
1
1.5
1.5
Sortino Ratio
1.35
1.35
0
1
2
3
3
Jensen's Alpha
0.69
0.69
-2
0
2
4.5
4.5
Omega Ratio
1.44
1.44
0
1
1.5
2.5
2.5
Treynor Ratio
1.05
1.05
0
0.75
1.25
2
2
Information Ratio
0.41
0.41
0
0.3
0.6
1
1
Calmar Ratio
0.49
0.49
0
0.3
0.6
1
1
Beta
1.55
1.55
0
0.8
1.2
0
2
Sharpe Ratio
0.68
0.68
0
0.5
1
1.5
1.5
Sortino Ratio
1.35
1.35
0
1
2
3
3
Jensen's Alpha
0.69
0.69
-2
0
2
4.5
4.5
Omega Ratio
1.44
1.44
0
1
1.5
2.5
2.5
Treynor Ratio
1.05
1.05
0
0.75
1.25
2
2
Information Ratio
0.41
0.41
0
0.3
0.6
1
1
Calmar Ratio
0.49
0.49
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
31.24
High:
TWLO
332.81TWLOLow:
NET
-1,080.95NETDetails
PEG Ratio
169.59
High:CAH
1,770.34CAHLow:
ZYME
-210.42ZYMEDetails
Price/Book
10.91
High:
APP
72.14APPLow:MO
-37.35MODetails
Price/Sales
7.34
High:NET
40.64NETLow:CAH
0.22CAHDetails
Price/CF
20.62
High:NET
118.18NETLow:ZYME
2.41ZYMEDetails
Price/FCF
45.94
High:NET
249.38NETLow:ZYME
2.44ZYMEDetails
P/E Ratio
31.24
High:TWLO
332.81TWLOLow:NET
-1,080.95NETDetails
PEG Ratio
169.59
High:CAH
1,770.34CAHLow:ZYME
-210.42ZYMEDetails
Price/Book
10.91
High:APP
72.14APPLow:MO
-37.35MODetails
Price/Sales
7.34
High:NET
40.64NETLow:CAH
0.22CAHDetails
Price/CF
20.62
High:NET
118.18NETLow:ZYME
2.41ZYMEDetails
Price/FCF
45.94
High:NET
249.38NETLow:ZYME
2.44ZYMEDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-41.65% | Nov 2021 | Sep 2024 | 34 |
-14.44% | Feb 2025 | Jun 2025 | 4 |
-6.79% | Nov 2025 | Apr 2026 | 5 |
-6.74% | Jun 2026 | - | 4 |
-6.39% | May 2021 | Aug 2021 | 3 |
-4.26% | Sep 2021 | Oct 2021 | 1 |
-2.72% | Dec 2024 | Jan 2025 | 1 |