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-3.83%
This Month
+5.31%
Year To Date
+48.15%
2 Years
+30.55%
5 Years
+44.83%
10 Years
+5.64%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs26.99%
- 🖥️ Technology Services26.14%
- 👥 Copy Trading15.33%
- 💵 Cash10.21%
- 💻 Electronic Technology8.13%
- 🛍️ Retail Trade4.52%
- 💰 Finance3.01%
- 💼 Commercial Services2.33%
- 🚗 Consumer Durables2.15%
- 💇♀️ Consumer Services1.95%
- 🛠️ Producer Manufacturing0.97%
- 🧬 Health Technology0.56%
- 🏥 Health Services0.24%
- 🍞 Consumer Non Durables0.07%
- 🪙 Cryptocurrencies0.02%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq38.01%
- 🇺🇸 NYSE37.29%
- 🇬🇧 LSE8.48%
- 🇩🇪 Xetra ETFs2.42%
- 🇭🇰 Hong Kong Exchanges1.66%
- 🇺🇸 Chicago Board Options Exchange1.17%
- 🇫🇷 Euronext Paris1.01%
- 🇩🇪 FRA0.78%
- 🌍 Digital Currency0.28%
- 🇳🇱 Euronext Amsterdam0.02%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States43.26%
- 🇨🇳 China4.22%
- 🇹🇼 Taiwan2.67%
- 🇨🇦 Canada1.76%
- 🇯🇵 Japan0.92%
- 🇩🇪 Germany0.78%
- 🇳🇱 Netherlands0.69%
- 🇮🇪 Ireland0.5%
- 🇫🇷 France0.35%
- 🇧🇷 Brazil0.06%
- 🇺🇾 Uruguay0.05%
- 🇸🇬 Singapore0.04%
- 🇮🇱 Israel0.03%
- 🇰🇾 Cayman Islands0.03%
- 🇬🇧 United Kingdom0.03%
Dividends
Dividend Yield
0.28%
22 out of 56 instruments pay dividend.
14 dividend payments in the next 30 days.
Highest Dividend: $VOW3.DE (5.92%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 VOW3.DE | 0.05% | 5.92% | $9.06 |
 JD.US | 0.03% | 3.33% | $0.74 |
 MSFT | 0.03% | 0.83% | $3 |
 TSM | 0.02% | 0.69% | $1.74 |
 CCI | 0.02% | 4.56% | $6.26 |
 TM | 0.02% | 3.17% | $4.64 |
 GOOG | 0.02% | 0.23% | $0.2 |
 AVGO | 0.01% | 0.62% | $19.7 |
 AIR.PA | 0.01% | 1.79% | $1.8 |
 ABT.US | 0.01% | 2.67% | $2.16 |
 liborvasa | 0.01% | 0.17% | - |
 EQR | 0.01% | 4.15% | $2.66 |
 DLR | 0.01% | 2.59% | $4.88 |
 FuturePayments | 0.01% | 0.49% | - |
 BABA | 0.01% | 0.82% | $0.98 |
 META | 0.01% | 0.34% | $1 |
 0700.HK | 0.01% | 1.16% | $3.4 |
 EXPE | 0% | 0.78% | - |
 01211.HK | 0% | 0.46% | $3.41 |
 MTCH | 0% | 2.3% | - |
 NKE | 0% | 3.76% | $1.45 |
 DHR | 0% | 0.78% | $1.05 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
VOW3.DE | Pay Day | Jun 23, 2026 | $6.04 |
META | Pay Day | Jun 25, 2026 | $0.53 |
 PYPL (liborvasa) | Pay Day | Jun 25, 2026 | $0.14 |
PYPL (FuturePayments) | Pay Day | Jun 25, 2026 | $0.14 |
 FIS.US (FuturePayments) | Pay Day | Jun 25, 2026 | $0.44 |
DHR | Ex-Dividend | Jun 26, 2026 | $0.40 |
 HSBC (liborvasa) | Pay Day | Jun 26, 2026 | $0.50 |
 NVDA (liborvasa) | Pay Day | Jun 26, 2026 | $0.25 |
 GPN (FuturePayments) | Pay Day | Jun 26, 2026 | $0.25 |
CCI | Pay Day | Jun 30, 2026 | $1.06 |
DLR | Pay Day | Jun 30, 2026 | $1.22 |
 WU (FuturePayments) | Pay Day | Jun 30, 2026 | $0.23 |
NKE | Pay Day | Jul 1, 2026 | $0.41 |
MTCH | Ex-Dividend | Jul 7, 2026 | $0.20 |
TSM | Pay Day | Jul 9, 2026 | $0.95 |
BABA | Pay Day | Jul 13, 2026 | $1.05 |
MTCH | Pay Day | Jul 21, 2026 | $0.20 |
DHR | Pay Day | Jul 31, 2026 | $0.40 |
01211.HK | Pay Day | Jul 31, 2026 | $0.05 |
Performance Metrics
Score 3.1/10
Beta
0.97
0.97
0
0.8
1.2
0
2
Sharpe Ratio
0.22
0.22
0
0.5
1
1.5
1.5
Sortino Ratio
0.36
0.36
0
1
2
3
3
Jensen's Alpha
-6.67
-6.67
-7
0
2
4.5
4.5
Omega Ratio
0.69
0.69
0
1
1.5
2.5
2.5
Treynor Ratio
0.43
0.43
0
0.75
1.25
2
2
Information Ratio
-0.48
-0.48
-1
0.3
0.6
1
1
Calmar Ratio
0.11
0.11
0
0.3
0.6
1
1
Beta
0.97
0.97
0
0.8
1.2
0
2
Sharpe Ratio
0.22
0.22
0
0.5
1
1.5
1.5
Sortino Ratio
0.36
0.36
0
1
2
3
3
Jensen's Alpha
-6.67
-6.67
-7
0
2
4.5
4.5
Omega Ratio
0.69
0.69
0
1
1.5
2.5
2.5
Treynor Ratio
0.43
0.43
0
0.75
1.25
2
2
Information Ratio
-0.48
-0.48
-1
0.3
0.6
1
1
Calmar Ratio
0.11
0.11
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
30.56
High:
DDOG
650.12DDOGLow:
CRWD
-3,814.8CRWDDetails
PEG Ratio
-180.96
High:DHR
72,140DHRLow:CRWD
-5,187.17CRWDDetails
Price/Book
8.58
High:
NET
62.18NETLow:MTCH
-37.27MTCHDetails
Price/Sales
8.51
High:NET
40.68NETLow:VOW3.DE
0.14VOW3.DEDetails
Price/CF
19.6
High:
LMND
158.9LMNDLow:
UBI.PA
1.56UBI.PADetails
Price/FCF
65.33
High:BABA
1,196.17BABALow:UBI.PA
1.61UBI.PADetails
P/E Ratio
30.56
High:DDOG
650.12DDOGLow:CRWD
-3,814.8CRWDDetails
PEG Ratio
-180.96
High:DHR
72,140DHRLow:CRWD
-5,187.17CRWDDetails
Price/Book
8.58
High:NET
62.18NETLow:MTCH
-37.27MTCHDetails
Price/Sales
8.51
High:NET
40.68NETLow:VOW3.DE
0.14VOW3.DEDetails
Price/CF
19.6
High:LMND
158.9LMNDLow:UBI.PA
1.56UBI.PADetails
Price/FCF
65.33
High:BABA
1,196.17BABALow:UBI.PA
1.61UBI.PADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-48.21% | Jul 2021 | Jan 2025 | 42 |
-16.66% | Sep 2019 | Nov 2020 | 14 |
-11.36% | Feb 2025 | Jun 2025 | 4 |
-8.67% | Nov 2025 | Apr 2026 | 5 |
-3.83% | Jun 2026 | - | 1 |
-1.14% | May 2021 | Jun 2021 | 1 |
-0.08% | Mar 2021 | Apr 2021 | 1 |
-0.01% | Jan 2021 | Feb 2021 | 1 |