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+0.49%
Today
-2.11%
This Month
-12.27%
Year To Date
+51.42%
2 Years
+99.79%
5 Years
+13.62%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies28.27%
- 📊 ETFs17.74%
- 💻 Electronic Technology12.93%
- 🛍️ Retail Trade10.38%
- 🖥️ Technology Services8.09%
- 💇♀️ Consumer Services3.91%
- 🍞 Consumer Non Durables3.69%
- 🚗 Consumer Durables3.45%
- 🚚 Transportation3.09%
- ⚡ Utilities1.97%
- 💰 Finance1.93%
- 🪨 Non Energy Minerals1.38%
- 👥 Copy Trading1.31%
- 💵 Cash1.24%
- 🧬 Health Technology0.63%
- 🧩 Miscellaneous0.27%
- 💼 Commercial Services0.22%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq36.13%
- 🌍 Digital Currency28.27%
- 🇺🇸 NYSE25.25%
- 🇬🇧 LSE3.51%
- 🇮🇹 Borsa Italiana1.51%
- 🇩🇪 FRA1.4%
- 🇫🇷 Euronext Paris1.38%
- 🇳🇱 Euronext Amsterdam0.95%
- 🇭🇰 Hong Kong Exchanges0.73%
- 🇸🇪 Stockholm Stock Exchange0.1%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States38.23%
- 🇨🇳 China3.49%
- 🇺🇾 Uruguay2.26%
- 🇨🇦 Canada1.82%
- 🇬🇧 United Kingdom1.63%
- 🇩🇪 Germany1.4%
- 🇫🇷 France1.38%
- 🇳🇱 Netherlands1.12%
- 🇮🇹 Italy0.99%
- 🇧🇪 Belgium0.35%
- 🇮🇱 Israel0.16%
- 🇸🇪 Sweden0.1%
- 🇭🇰 Hong Kong0.09%
- 🇰🇷 South Korea0.03%
- 🇨🇭 Switzerland0.03%
Dividends
Dividend Yield
0.62%
36 out of 66 instruments pay dividend.
11 dividend payments in the next 30 days.
Highest Dividend: $STLAM.MI (8.22%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 ENGI.PA | 0.08% | 7.9% | $1.43 |
 ENEL.MI | 0.06% | 5.84% | $0.43 |
 STLAM.MI | 0.04% | 8.22% | $1.55 |
 Aguero1010 | 0.04% | 3.12% | - |
 BND | 0.03% | 3.65% | - |
 GDXJ | 0.03% | 1.95% | - |
 RL | 0.03% | 1.6% | $3.08 |
 GOLD.BARRICK | 0.03% | 1.91% | $0.4 |
 AAPL | 0.02% | 0.51% | $0.97 |
 NKE | 0.02% | 2.76% | $1.45 |
 ULVR.L | 0.02% | 3.09% | $1.47 |
 DAL | 0.02% | 1.35% | $0.3 |
 VIPS | 0.02% | 3.69% | $0.41 |
 TXN | 0.02% | 3.62% | $5.14 |
 AMUN.PA | 0.02% | 6.32% | $4.1 |
 QQQ | 0.01% | 0.64% | - |
 ORCL | 0.01% | 1.32% | $1.6 |
 XLV | 0.01% | 1.6% | - |
 GOOG | 0.01% | 0.52% | $0.2 |
 EZJ.L | 0.01% | 2.59% | $0.05 |
 EBAY | 0.01% | 1.66% | $1.04 |
 COST | 0.01% | 0.48% | $19.22 |
 GDX | 0.01% | 0.88% | - |
 MA | 0.01% | 0.55% | $2.46 |
 DIS | 0.01% | 1.18% | $0.75 |
 VIG | 0.01% | 1.83% | - |
 XOP | 0.01% | 2.46% | - |
 JD.L | 0.01% | 1.24% | $0.01 |
 CRM | 0% | 0.65% | $0.4 |
 BABA | 0% | 0.9% | $0.98 |
 META | 0% | 0.4% | $1 |
 NVDA | 0% | 0.04% | $0.02 |
 GM | 0% | 1.08% | $0.42 |
 XBI | 0% | 0.17% | - |
 MRVL | 0% | 0.46% | $0.24 |
 TECH | 0% | 0.67% | $0.32 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
ORCL | Pay Day | Apr 23, 2025 | $0.50 |
CRM | Pay Day | Apr 24, 2025 | $0.42 |
QQQ | Pay Day | Apr 24, 2025 | $- |
ENGI.PA | Ex-Dividend | Apr 25, 2025 | $1.55 |
VIPS | Pay Day | Apr 25, 2025 | $0.48 |
ENGI.PA | Pay Day | Apr 29, 2025 | $1.55 |
TXN | Ex-Dividend | Apr 30, 2025 | $1.36 |
 CALM (Aguero1010) | Ex-Dividend | Apr 30, 2025 | $3.46 |
MRVL | Pay Day | May 1, 2025 | $0.06 |
 GLEN.L (Aguero1010) | Ex-Dividend | May 1, 2025 | $0.05 |
COST | Ex-Dividend | May 2, 2025 | $1.30 |
MA | Pay Day | May 9, 2025 | $0.76 |
 EVO.ST (Aguero1010) | Ex-Dividend | May 12, 2025 | $3.06 |
TXN | Pay Day | May 13, 2025 | $1.36 |
CALM (Aguero1010) | Pay Day | May 15, 2025 | $3.46 |
COST | Pay Day | May 16, 2025 | $1.30 |
EVO.ST (Aguero1010) | Pay Day | May 20, 2025 | $3.06 |
 PUM.DE (Aguero1010) | Ex-Dividend | May 22, 2025 | $0.66 |
PUM.DE (Aguero1010) | Pay Day | May 26, 2025 | $0.66 |
 FDJU.PA (Aguero1010) | Ex-Dividend | May 27, 2025 | $2.22 |
FDJU.PA (Aguero1010) | Pay Day | Jun 3, 2025 | $2.22 |
GLEN.L (Aguero1010) | Pay Day | Jun 4, 2025 | $0.05 |
AMUN.PA | Ex-Dividend | Jun 10, 2025 | $4.39 |
AMUN.PA | Pay Day | Jun 12, 2025 | $4.39 |
 EWZ (Aguero1010) | Pay Day | Jun 17, 2025 | $- |
 MCHI (Aguero1010) | Pay Day | Jun 17, 2025 | $- |
DIS | Ex-Dividend | Jun 24, 2025 | $0.50 |
XBI | Pay Day | Jun 26, 2025 | $- |
 SQQQ (Aguero1010) | Pay Day | Jul 3, 2025 | $- |
 PLUS.L (Aguero1010) | Pay Day | Jul 9, 2025 | $0.40 |
ENEL.MI | Ex-Dividend | Jul 21, 2025 | $0.28 |
DIS | Pay Day | Jul 23, 2025 | $0.50 |
ENEL.MI | Pay Day | Jul 23, 2025 | $0.28 |
GDX | Pay Day | Dec 24, 2025 | $- |
GDXJ | Pay Day | Dec 24, 2025 | $- |
Performance Metrics
Score 5.8/10
Beta
1.05
1.05
0
0.8
1.2
0
2
Sharpe Ratio
0.57
0.57
0
0.5
1
1.5
1.5
Sortino Ratio
0.92
0.92
0
1
2
3
3
Jensen's Alpha
3.37
3.37
-2
0
2
4.5
4.5
Omega Ratio
1.2
1.2
0
1
1.5
2.5
2.5
Treynor Ratio
1.1
1.1
0
0.75
1.25
2
2
Information Ratio
0.25
0.25
0
0.3
0.6
1
1
Calmar Ratio
0.34
0.34
0
0.3
0.6
1
1
Beta
1.05
1.05
0
0.8
1.2
0
2
Sharpe Ratio
0.57
0.57
0
0.5
1
1.5
1.5
Sortino Ratio
0.92
0.92
0
1
2
3
3
Jensen's Alpha
3.37
3.37
-2
0
2
4.5
4.5
Omega Ratio
1.2
1.2
0
1
1.5
2.5
2.5
Treynor Ratio
1.1
1.1
0
0.75
1.25
2
2
Information Ratio
0.25
0.25
0
0.3
0.6
1
1
Calmar Ratio
0.34
0.34
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
31.13
High:
TSLA
118.42TSLALow:
NET
-466.29NETDetails
PEG Ratio
54.68
High:
COST
343.37COSTLow:
MRVL
-904.67MRVLDetails
Price/Book
14.21
High:
MA
72.91MALow:
HLF
-0.81HLFDetails
Price/Sales
6.77
High:NET
22.23NETLow:
03333.HK
0.0103333.HKDetails
Price/CF
32.44
High:NET
97.92NETLow:
CHGG
1.34CHGGDetails
Price/FCF
51.45
High:
TXN
4,155.74TXNLow:CHGG
3.35CHGGDetails
P/E Ratio
31.13
High:TSLA
118.42TSLALow:NET
-466.29NETDetails
PEG Ratio
54.68
High:COST
343.37COSTLow:MRVL
-904.67MRVLDetails
Price/Book
14.21
High:MA
72.91MALow:HLF
-0.81HLFDetails
Price/Sales
6.77
High:NET
22.23NETLow:03333.HK
0.0103333.HKDetails
Price/CF
32.44
High:NET
97.92NETLow:CHGG
1.34CHGGDetails
Price/FCF
51.45
High:TXN
4,155.74TXNLow:CHGG
3.35CHGGDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-42.45% | Nov 2021 | Mar 2024 | 28 |
-16.18% | Feb 2025 | - | 3 |
-13.31% | May 2021 | Oct 2021 | 5 |
-10.89% | Jan 2020 | May 2020 | 4 |
-6.75% | Apr 2024 | May 2024 | 1 |
-2.45% | Sep 2020 | Nov 2020 | 2 |
-2.14% | Jun 2024 | Sep 2024 | 3 |
-1.22% | Dec 2024 | Jan 2025 | 1 |