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+6.94%
This Month
-0.31%
Year To Date
+59.58%
2 Years
+43.81%
5 Years
+121.16%
10 Years
+15.28%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💰 Finance30.91%
- 📊 ETFs28.81%
- 👥 Copy Trading19.04%
- 💻 Electronic Technology13.37%
- 🧬 Health Technology2.89%
- 🧩 Miscellaneous2.63%
- 🖥️ Technology Services1.4%
- 💵 Cash1.14%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE59.51%
- 🇺🇸 Nasdaq30.19%
- 🇬🇧 LSE4.36%
- 🇫🇷 Euronext Paris0.97%
- 🌍 Digital Currency0.95%
- 🇳🇴 Oslo Stock Exchange0.75%
- 🇳🇱 Euronext Amsterdam0.53%
- 🇩🇪 FRA0.48%
- 🇮🇹 Borsa Italiana0.28%
- 🇪🇸 Bolsa De Madrid0.07%
- 🇸🇪 Stockholm Stock Exchange0.06%
Countries Breakdown
- Country
- Total
- 🇰🇾 Cayman Islands30.27%
- 🇺🇸 United States25.09%
- 🇬🇧 United Kingdom1.67%
- 🇫🇷 France0.92%
- 🇳🇴 Norway0.75%
- 🇧🇷 Brazil0.64%
- 🇩🇪 Germany0.48%
- 🇮🇹 Italy0.28%
- 🇨🇳 China0.24%
- 🇹🇼 Taiwan0.19%
- 🇳🇱 Netherlands0.16%
- 🇨🇭 Switzerland0.1%
- 🇪🇸 Spain0.07%
- 🇸🇪 Sweden0.06%
- 🇨🇾 Cyprus0.05%
Dividends
Dividend Yield
0.25%
11 out of 19 instruments pay dividend.
13 dividend payments in the next 30 days.
Highest Dividend: thomaspj (1.85%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 thomaspj | 0.11% | 1.85% | - |
 AAPL | 0.05% | 0.38% | $0.97 |
 YieldGrowth | 0.02% | 0.72% | - |
 LLY | 0.02% | 0.68% | $4.86 |
 EuropeDefense | 0.02% | 0.99% | - |
 QQQ | 0.01% | 0.43% | - |
 AI-Revolution | 0.01% | 0.34% | - |
 QuantumComputing | 0.01% | 0.44% | - |
 BigTech | 0.01% | 0.24% | - |
 MU | 0% | 0.11% | $0.46 |
 XP | 0% | 0% | $0 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 CRM (BigTech) | Pay Day | Apr 23, 2026 | $0.44 |
 RR.L (thomaspj) | Ex-Dividend | Apr 23, 2026 | $0.07 |
 AIR.PA (EuropeDefense) | Pay Day | Apr 23, 2026 | $3.78 |
RR.L (EuropeDefense) | Ex-Dividend | Apr 23, 2026 | $0.07 |
 BA.L (EuropeDefense) | Ex-Dividend | Apr 23, 2026 | $0.31 |
CRM (AI-Revolution) | Pay Day | Apr 23, 2026 | $0.44 |
 ORCL (BigTech) | Pay Day | Apr 24, 2026 | $0.50 |
ORCL (AI-Revolution) | Pay Day | Apr 24, 2026 | $0.50 |
 MRVL (BigTech) | Pay Day | Apr 30, 2026 | $0.06 |
 JPM (thomaspj) | Pay Day | Apr 30, 2026 | $1.50 |
MRVL (AI-Revolution) | Pay Day | Apr 30, 2026 | $0.06 |
 C (thomaspj) | Ex-Dividend | May 4, 2026 | $0.60 |
 MRO.L (EuropeDefense) | Pay Day | May 5, 2026 | $0.07 |
 TXN (AI-Revolution) | Ex-Dividend | May 5, 2026 | $1.42 |
 SRP.L (EuropeDefense) | Pay Day | May 8, 2026 | $0.04 |
 EQNR.OL (thomaspj) | Ex-Dividend | May 13, 2026 | $0.39 |
 HO.PA (EuropeDefense) | Ex-Dividend | May 18, 2026 | $3.43 |
TXN (AI-Revolution) | Pay Day | May 19, 2026 | $1.42 |
HO.PA (EuropeDefense) | Pay Day | May 20, 2026 | $3.43 |
 MSFT (BigTech) | Ex-Dividend | May 21, 2026 | $0.91 |
 AMAT (BigTech) | Ex-Dividend | May 21, 2026 | $0.53 |
MSFT (QuantumComputing) | Ex-Dividend | May 21, 2026 | $0.91 |
MSFT (AI-Revolution) | Ex-Dividend | May 21, 2026 | $0.91 |
AMAT (AI-Revolution) | Ex-Dividend | May 21, 2026 | $0.53 |
C (thomaspj) | Pay Day | May 22, 2026 | $0.60 |
EQNR.OL (thomaspj) | Pay Day | May 27, 2026 | $0.39 |
 GS (thomaspj) | Ex-Dividend | Jun 1, 2026 | $4.50 |
 CAP.PA (EuropeDefense) | Ex-Dividend | Jun 2, 2026 | $4.03 |
RR.L (thomaspj) | Pay Day | Jun 3, 2026 | $0.07 |
RR.L (EuropeDefense) | Pay Day | Jun 3, 2026 | $0.07 |
CAP.PA (EuropeDefense) | Pay Day | Jun 4, 2026 | $4.03 |
BA.L (EuropeDefense) | Pay Day | Jun 4, 2026 | $0.31 |
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 |
 R3NK.DE (EuropeDefense) | Ex-Dividend | Jun 11, 2026 | $0.67 |
MSFT (QuantumComputing) | Pay Day | Jun 11, 2026 | $0.91 |
MSFT (AI-Revolution) | Pay Day | Jun 11, 2026 | $0.91 |
AMAT (AI-Revolution) | Pay Day | Jun 11, 2026 | $0.53 |
TSM (AI-Revolution) | Ex-Dividend | Jun 11, 2026 | $0.95 |
R3NK.DE (EuropeDefense) | Pay Day | Jun 15, 2026 | $0.67 |
 LDO.MI (EuropeDefense) | Ex-Dividend | Jun 22, 2026 | $0.73 |
 STM.US (QuantumComputing) | Ex-Dividend | Jun 23, 2026 | $0.09 |
LDO.MI (EuropeDefense) | Pay Day | Jun 24, 2026 | $0.73 |
GS (thomaspj) | Pay Day | Jun 29, 2026 | $4.50 |
 TTE.PA (thomaspj) | Ex-Dividend | Jun 30, 2026 | $1.01 |
STM.US (QuantumComputing) | Pay Day | Jun 30, 2026 | $0.09 |
TTE.PA (thomaspj) | Pay Day | Jul 2, 2026 | $1.01 |
 IDR.MC (EuropeDefense) | Ex-Dividend | Jul 7, 2026 | $0.35 |
TSM (BigTech) | Pay Day | Jul 9, 2026 | $0.95 |
IDR.MC (EuropeDefense) | Pay Day | Jul 9, 2026 | $0.35 |
TSM (AI-Revolution) | Pay Day | Jul 9, 2026 | $0.95 |
Performance Metrics
Score 4.5/10
Beta
1.31
1.31
0
0.8
1.2
0
2
Sharpe Ratio
0.49
0.49
0
0.5
1
1.5
1.5
Sortino Ratio
0.88
0.88
0
1
2
3
3
Jensen's Alpha
-0.7
-0.7
-2
0
2
4.5
4.5
Omega Ratio
1.12
1.12
0
1
1.5
2.5
2.5
Treynor Ratio
0.86
0.86
0
0.75
1.25
2
2
Information Ratio
0.14
0.14
0
0.3
0.6
1
1
Calmar Ratio
0.35
0.35
0
0.3
0.6
1
1
Beta
1.31
1.31
0
0.8
1.2
0
2
Sharpe Ratio
0.49
0.49
0
0.5
1
1.5
1.5
Sortino Ratio
0.88
0.88
0
1
2
3
3
Jensen's Alpha
-0.7
-0.7
-2
0
2
4.5
4.5
Omega Ratio
1.12
1.12
0
1
1.5
2.5
2.5
Treynor Ratio
0.86
0.86
0
0.75
1.25
2
2
Information Ratio
0.14
0.14
0
0.3
0.6
1
1
Calmar Ratio
0.35
0.35
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
33.9
High:
PLTR
231.34PLTRLow:XP
12.01XPDetails
PEG Ratio
76.21
High:AAPL
133.65AAPLLow:MU
5.16MUDetails
Price/Book
34.1
High:PLTR
47.39PLTRLow:XP
2.55XPDetails
Price/Sales
9.06
High:PLTR
84.18PLTRLow:XP
2.63XPDetails
Price/CF
27.95
High:PLTR
214.31PLTRLow:XP
0.9XPDetails
Price/FCF
34.98
High:LLY
282.99LLYLow:XP
1.8XPDetails
P/E Ratio
33.9
High:PLTR
231.34PLTRLow:XP
12.01XPDetails
PEG Ratio
76.21
High:AAPL
133.65AAPLLow:MU
5.16MUDetails
Price/Book
34.1
High:PLTR
47.39PLTRLow:XP
2.55XPDetails
Price/Sales
9.06
High:PLTR
84.18PLTRLow:XP
2.63XPDetails
Price/CF
27.95
High:PLTR
214.31PLTRLow:XP
0.9XPDetails
Price/FCF
34.98
High:LLY
282.99LLYLow:XP
1.8XPDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-39.07% | Nov 2021 | Jul 2024 | 32 |
-23% | Sep 2020 | Nov 2020 | 2 |
-13.05% | Feb 2025 | Jun 2025 | 4 |
-7.8% | Dec 2025 | - | 5 |
-7.24% | Nov 2024 | Jan 2025 | 2 |
-6.96% | Sep 2021 | Oct 2021 | 1 |
-5.61% | May 2021 | Aug 2021 | 3 |
-3.24% | Mar 2021 | Apr 2021 | 1 |
-2.5% | Jul 2025 | Aug 2025 | 1 |