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+8.88%
This Month
+3.73%
Year To Date
+19.94%
2 Years
+34.2%
5 Years
+34.2%
10 Years
+8.56%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading33.56%
- 💰 Finance18.99%
- 📊 ETFs15.77%
- 💻 Electronic Technology14.91%
- 💵 Cash8.63%
- 🛍️ Retail Trade4.11%
- 🖥️ Technology Services4.09%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq44.58%
- 🇺🇸 NYSE37.84%
- 🇭🇰 Hong Kong Exchanges4.41%
- 🇬🇧 LSE1.18%
- 🇫🇷 Euronext Paris1.02%
- 🇮🇹 Borsa Italiana0.79%
- 🇪🇸 Bolsa De Madrid0.51%
- 🇳🇱 Euronext Amsterdam0.38%
- 🇩🇪 FRA0.34%
- 🇦🇺 Sydney0.16%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States59.93%
- 🇨🇳 China4.79%
- 🇨🇦 Canada3.74%
- 🇯🇵 Japan1.75%
- 🇬🇧 United Kingdom1.38%
- 🇫🇷 France1.02%
- 🇮🇹 Italy0.79%
- 🇪🇸 Spain0.51%
- 🇳🇱 Netherlands0.38%
- 🇹🇼 Taiwan0.37%
- 🇩🇪 Germany0.34%
- 🇮🇳 India0.28%
- 🇦🇺 Australia0.16%
Dividends
Dividend Yield
1.03%
10 out of 11 instruments pay dividend.
17 dividend payments in the next 30 days.
Highest Dividend: $O (4.98%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 TheBigBanks | 0.53% | 3.19% | - |
 O | 0.16% | 4.98% | $3.09 |
 V | 0.11% | 0.8% | $2.01 |
 LOW | 0.08% | 1.9% | $4.45 |
 JPM | 0.04% | 1.86% | $4.4 |
 GoldWorldWide | 0.03% | 0.72% | - |
 MSFT | 0.03% | 0.85% | $3 |
 BigTech | 0.03% | 0.24% | - |
 NVDA | 0% | 0.02% | $0.02 |
 CRM | 0% | 0.9% | $0.4 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
LOW | Ex-Dividend | Apr 22, 2026 | $1.20 |
 UCG.MI (TheBigBanks) | Pay Day | Apr 22, 2026 | $2.04 |
CRM | Pay Day | Apr 23, 2026 | $0.44 |
 RY (TheBigBanks) | Ex-Dividend | Apr 23, 2026 | $1.20 |
CRM (BigTech) | Pay Day | Apr 23, 2026 | $0.44 |
 INGA.NV (TheBigBanks) | Pay Day | Apr 24, 2026 | $0.88 |
 ORCL (BigTech) | Pay Day | Apr 24, 2026 | $0.50 |
 BNS (TheBigBanks) | Pay Day | Apr 28, 2026 | $0.80 |
JPM | Pay Day | Apr 30, 2026 | $1.50 |
O | Ex-Dividend | Apr 30, 2026 | $0.27 |
JPM (TheBigBanks) | Pay Day | Apr 30, 2026 | $1.50 |
 MS (TheBigBanks) | Ex-Dividend | Apr 30, 2026 | $1.00 |
 TD (TheBigBanks) | Pay Day | Apr 30, 2026 | $0.79 |
 SAN.MC (TheBigBanks) | Ex-Dividend | Apr 30, 2026 | $0.14 |
 MRVL (BigTech) | Pay Day | Apr 30, 2026 | $0.06 |
 C (TheBigBanks) | Ex-Dividend | May 4, 2026 | $0.60 |
 PNC (TheBigBanks) | Pay Day | May 5, 2026 | $1.70 |
SAN.MC (TheBigBanks) | Pay Day | May 5, 2026 | $0.14 |
LOW | Pay Day | May 6, 2026 | $1.20 |
O | Pay Day | May 15, 2026 | $0.27 |
MS (TheBigBanks) | Pay Day | May 15, 2026 | $1.00 |
 BNP.PA (TheBigBanks) | Ex-Dividend | May 18, 2026 | $3.06 |
 ISP.MI (TheBigBanks) | Ex-Dividend | May 18, 2026 | $2.25 |
BNP.PA (TheBigBanks) | Pay Day | May 20, 2026 | $3.06 |
ISP.MI (TheBigBanks) | Pay Day | May 20, 2026 | $2.25 |
MSFT | Ex-Dividend | May 21, 2026 | $0.91 |
MSFT (BigTech) | Ex-Dividend | May 21, 2026 | $0.91 |
 AMAT (BigTech) | Ex-Dividend | May 21, 2026 | $0.53 |
C (TheBigBanks) | Pay Day | May 22, 2026 | $0.60 |
RY (TheBigBanks) | Pay Day | May 22, 2026 | $1.20 |
 GLE.PA (TheBigBanks) | Ex-Dividend | Jun 1, 2026 | $1.19 |
 GS (TheBigBanks) | Ex-Dividend | Jun 1, 2026 | $4.50 |
GLE.PA (TheBigBanks) | Pay Day | Jun 3, 2026 | $1.19 |
 1818.HK (GoldWorldWide) | Ex-Dividend | Jun 3, 2026 | $0.01 |
MSFT | Pay Day | Jun 11, 2026 | $0.91 |
MSFT (BigTech) | Pay Day | Jun 11, 2026 | $0.91 |
AMAT (BigTech) | Pay Day | Jun 11, 2026 | $0.53 |
 TSM (BigTech) | Ex-Dividend | Jun 11, 2026 | $0.95 |
GS (TheBigBanks) | Pay Day | Jun 29, 2026 | $4.50 |
1818.HK (GoldWorldWide) | Pay Day | Jun 30, 2026 | $0.01 |
 3328.HK (TheBigBanks) | Ex-Dividend | Jul 8, 2026 | $0.02 |
 0939.HK (TheBigBanks) | Ex-Dividend | Jul 9, 2026 | $0.03 |
TSM (BigTech) | Pay Day | Jul 9, 2026 | $0.95 |
3328.HK (TheBigBanks) | Pay Day | Aug 14, 2026 | $0.02 |
0939.HK (TheBigBanks) | Pay Day | Aug 21, 2026 | $0.03 |
Performance Metrics
Score 3.1/10
Beta
0.68
0.68
0
0.8
1.2
0
2
Sharpe Ratio
0.17
0.17
0
0.5
1
1.5
1.5
Sortino Ratio
0.23
0.23
0
1
2
3
3
Jensen's Alpha
-2.69
-2.69
-3
0
2
4.5
4.5
Omega Ratio
0.8
0.8
0
1
1.5
2.5
2.5
Treynor Ratio
0.45
0.45
0
0.75
1.25
2
2
Information Ratio
-0.28
-0.28
-1
0.3
0.6
1
1
Calmar Ratio
0.23
0.23
0
0.3
0.6
1
1
Beta
0.68
0.68
0
0.8
1.2
0
2
Sharpe Ratio
0.17
0.17
0
0.5
1
1.5
1.5
Sortino Ratio
0.23
0.23
0
1
2
3
3
Jensen's Alpha
-2.69
-2.69
-3
0
2
4.5
4.5
Omega Ratio
0.8
0.8
0
1
1.5
2.5
2.5
Treynor Ratio
0.45
0.45
0
0.75
1.25
2
2
Information Ratio
-0.28
-0.28
-1
0.3
0.6
1
1
Calmar Ratio
0.23
0.23
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
36.01
High:O
55.8OLow:JPM
14.86JPMDetails
PEG Ratio
291.2
High:JPM
602.25JPMLow:NVDA
62.34NVDADetails
Price/Book
18.31
High:NVDA
31.22NVDALow:LOW
-14.24LOWDetails
Price/Sales
16.18
High:NVDA
22.86NVDALow:LOW
1.64LOWDetails
Price/CF
35.1
High:NVDA
44.64NVDALow:JPM
8.75JPMDetails
Price/FCF
50.31
High:MSFT
69.19MSFTLow:JPM
10.48JPMDetails
P/E Ratio
36.01
High:O
55.8OLow:JPM
14.86JPMDetails
PEG Ratio
291.2
High:JPM
602.25JPMLow:NVDA
62.34NVDADetails
Price/Book
18.31
High:NVDA
31.22NVDALow:LOW
-14.24LOWDetails
Price/Sales
16.18
High:NVDA
22.86NVDALow:LOW
1.64LOWDetails
Price/CF
35.1
High:NVDA
44.64NVDALow:JPM
8.75JPMDetails
Price/FCF
50.31
High:MSFT
69.19MSFTLow:JPM
10.48JPMDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-24.68% | Jan 2025 | - | 16 |
-13.44% | Apr 2024 | Aug 2024 | 4 |
-10.23% | Aug 2022 | Jun 2023 | 10 |
-7.72% | Jul 2023 | Nov 2023 | 4 |
-1.19% | Jan 2024 | Feb 2024 | 1 |