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-1.13%
This Month
-2.47%
Year To Date
+38.31%
2 Years
+75.53%
5 Years
+191.3%
10 Years
+21.46%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services24.58%
- 💻 Electronic Technology21.26%
- 👥 Copy Trading14.74%
- 💰 Finance10.02%
- 🧬 Health Technology6.53%
- 💇♀️ Consumer Services4.67%
- ⛏️ Energy Minerals4.56%
- 🛠️ Producer Manufacturing3.68%
- 🚚 Transportation3.28%
- 🛍️ Retail Trade3%
- 🍞 Consumer Non Durables2%
- 💵 Cash0.9%
- 💼 Commercial Services0.61%
- 📡 Communications0.2%
- 🚗 Consumer Durables0.17%
- 🏥 Health Services0.01%
- 🧪 Process Industries0%
- 🪨 Non Energy Minerals0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE52.71%
- 🇺🇸 Nasdaq34.03%
- 🇬🇧 LSE6.24%
- 🌍 Digital Currency1.22%
- 🇩🇪 Xetra ETFs0.92%
- 🇮🇹 Borsa Italiana0.38%
- 🇩🇪 FRA0.29%
- 🇭🇰 Hong Kong Exchanges0.28%
- 🇫🇷 Euronext Paris0.27%
- 🇪🇸 Bolsa De Madrid0.21%
- 🇳🇱 Euronext Amsterdam0.13%
- 🇨🇭 SIX0.1%
- 🇩🇰 Copenhagen Stock Exchange0.03%
- 🇺🇸 Chicago Board Options Exchange0.02%
- 🇸🇦 Tadawul0.02%
- 🇦🇪 Dubai Financial Market0.01%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States79.43%
- 🇬🇧 United Kingdom4.42%
- 🇨🇦 Canada4.08%
- 🇰🇾 Cayman Islands1.38%
- 🇨🇳 China0.64%
- 🇮🇹 Italy0.38%
- 🇩🇪 Germany0.29%
- 🇫🇷 France0.26%
- 🇪🇸 Spain0.22%
- 🇳🇱 Netherlands0.21%
- 🇨🇭 Switzerland0.15%
- 🇮🇱 Israel0.12%
- 🇩🇰 Denmark0.05%
- 🇭🇰 Hong Kong0.05%
- 🇯🇵 Japan0.04%
- 🇧🇷 Brazil0.03%
- 🇮🇪 Ireland0.03%
- 🇲🇨 Monaco0.02%
- 🇸🇦 Saudi Arabia0.02%
Dividends
Dividend Yield
0.75%
27 out of 47 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $T (3.87%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 XOM | 0.12% | 2.69% | $3.76 |
 GainersQtr | 0.09% | 1.02% | - |
 RTX | 0.06% | 1.3% | $2.44 |
 ICE | 0.06% | 1.19% | $1.77 |
 IAG.L | 0.06% | 1.82% | - |
 TGT | 0.06% | 3.81% | $4.42 |
 ABBV | 0.05% | 2.88% | $6.06 |
 YUM | 0.03% | 1.83% | $2.55 |
 GE | 0.03% | 0.46% | $0.44 |
 MSFT | 0.03% | 0.86% | $3 |
 RenewableEnergy | 0.03% | 1.34% | - |
 META | 0.02% | 0.32% | $1 |
 LLY | 0.02% | 0.62% | $4.86 |
 BN.US | 0.02% | 0.58% | $0.3 |
 YVinvest | 0.02% | 1.44% | - |
 Driverless | 0.01% | 0.7% | - |
 AAPL | 0.01% | 0.4% | $0.97 |
 DIS | 0.01% | 1.46% | $0.75 |
 T | 0.01% | 3.87% | $1.11 |
 CRM | 0.01% | 0.87% | $0.4 |
 HLT | 0% | 0.2% | $0.6 |
 SN.L | 0% | 2.21% | $0.3 |
 MRVL | 0% | 0.3% | $0.24 |
 NVDA | 0% | 0.02% | $0.02 |
 SOLS | 0% | -0.1% | - |
 SCCO | 0% | -1.61% | $-3.76 |
 GEV | -0.01% | -0.18% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6.8/10
Beta
0.92
0.92
0
0.8
1.2
0
2
Sharpe Ratio
0.82
0.82
0
0.5
1
1.5
1.5
Sortino Ratio
1.46
1.46
0
1
2
3
3
Jensen's Alpha
5.61
5.61
-2
0
2
6
6
Omega Ratio
1.32
1.32
0
1
1.5
2.5
2.5
Treynor Ratio
1.59
1.59
0
0.75
1.25
2
2
Information Ratio
0.3
0.3
0
0.3
0.6
1
1
Calmar Ratio
0.53
0.53
0
0.3
0.6
1
1
Beta
0.92
0.92
0
0.8
1.2
0
2
Sharpe Ratio
0.82
0.82
0
0.5
1
1.5
1.5
Sortino Ratio
1.46
1.46
0
1
2
3
3
Jensen's Alpha
5.61
5.61
-2
0
2
6
6
Omega Ratio
1.32
1.32
0
1
1.5
2.5
2.5
Treynor Ratio
1.59
1.59
0
0.75
1.25
2
2
Information Ratio
0.3
0.3
0
0.3
0.6
1
1
Calmar Ratio
0.53
0.53
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
32.76
High:
TSLA
377.27TSLALow:
DKNG
-647.07DKNGDetails
PEG Ratio
84.13
High:YUM
477.95YUMLow:DKNG
-642.17DKNGDetails
Price/Book
10.1
High:AAPL
43.77AAPLLow:ABBV
-127.69ABBVDetails
Price/Sales
7.54
High:
CRWD
22.44CRWDLow:TGT
0.52TGTDetails
Price/CF
23.75
High:TSLA
107.92TSLALow:IAG.L
3.6IAG.LDetails
Price/FCF
53.3
High:
AMZN
325.85AMZNLow:
UA
8.14UADetails
P/E Ratio
32.76
High:TSLA
377.27TSLALow:DKNG
-647.07DKNGDetails
PEG Ratio
84.13
High:YUM
477.95YUMLow:DKNG
-642.17DKNGDetails
Price/Book
10.1
High:AAPL
43.77AAPLLow:ABBV
-127.69ABBVDetails
Price/Sales
7.54
High:CRWD
22.44CRWDLow:TGT
0.52TGTDetails
Price/CF
23.75
High:TSLA
107.92TSLALow:IAG.L
3.6IAG.LDetails
Price/FCF
53.3
High:AMZN
325.85AMZNLow:UA
8.14UADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-37.19% | Nov 2021 | Feb 2024 | 27 |
-8.58% | Feb 2025 | May 2025 | 3 |
-8.3% | May 2020 | Nov 2020 | 6 |
-5.31% | Nov 2025 | - | 5 |
-4.18% | Apr 2024 | May 2024 | 1 |
-4.12% | Sep 2021 | Oct 2021 | 1 |
-3.51% | Dec 2024 | Jan 2025 | 1 |
-3.1% | Jul 2024 | Sep 2024 | 2 |
-1.12% | Jul 2021 | Aug 2021 | 1 |
-1.12% | Jan 2021 | Feb 2021 | 1 |
-0.88% | May 2021 | Jun 2021 | 1 |
-0.12% | Aug 2025 | Sep 2025 | 1 |