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+2.2%
This Month
+25.4%
Year To Date
+34.79%
2 Years
+32.95%
5 Years
+32.95%
10 Years
+5.86%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash52.09%
- 📊 ETFs28.21%
- 👥 Copy Trading11.04%
- 💻 Electronic Technology4.43%
- 🖥️ Technology Services3.73%
- 🛍️ Retail Trade3.57%
- 🍞 Consumer Non Durables2.87%
- 💰 Finance0.18%
- 🛠️ Producer Manufacturing0.06%
- 🚗 Consumer Durables0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE23.82%
- 🇺🇸 Nasdaq21.93%
- 🇺🇸 Chicago Board Options Exchange4.47%
- 🇬🇧 LSE3.59%
- 🇸🇪 Stockholm Stock Exchange0.06%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States16.74%
- 🇨🇦 Canada4.51%
- 🇧🇪 Belgium1.73%
- 🇨🇳 China1.66%
- 🇬🇧 United Kingdom0.43%
- 🇳🇱 Netherlands0.13%
- 🇸🇬 Singapore0.12%
- 🇮🇪 Ireland0.11%
- 🇮🇱 Israel0.11%
- 🇸🇪 Sweden0.06%
- 🇫🇷 France0.04%
- 🇺🇾 Uruguay0.03%
Dividends
Dividend Yield
0.15%
6 out of 17 instruments pay dividend.
7 dividend payments in the next 30 days.
Highest Dividend: $TRIG.L (9.66%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 MRVL (OutSmartNSDQ) | Pay Day | Oct 30, 2025 | $0.06 |
 AGNC (OutSmartNSDQ) | Ex-Dividend | Oct 31, 2025 | $0.12 |
 COST (OutSmartNSDQ) | Ex-Dividend | Oct 31, 2025 | $1.30 |
 PAA (OutSmartNSDQ) | Ex-Dividend | Oct 31, 2025 | $0.38 |
 CSWC (OutSmartNSDQ) | Pay Day | Oct 31, 2025 | $0.19 |
 CVS | Pay Day | Nov 3, 2025 | $0.66 |
AGNC (OutSmartNSDQ) | Pay Day | Nov 12, 2025 | $0.12 |
 SBUX (OutSmartNSDQ) | Ex-Dividend | Nov 14, 2025 | $0.62 |
COST (OutSmartNSDQ) | Pay Day | Nov 14, 2025 | $1.30 |
 HON (OutSmartNSDQ) | Ex-Dividend | Nov 14, 2025 | $1.19 |
PAA (OutSmartNSDQ) | Pay Day | Nov 14, 2025 | $0.38 |
 MSFT (OutSmartNSDQ) | Ex-Dividend | Nov 20, 2025 | $0.91 |
 AMAT (OutSmartNSDQ) | Ex-Dividend | Nov 20, 2025 | $0.46 |
 TMUS (OutSmartNSDQ) | Ex-Dividend | Nov 26, 2025 | $1.02 |
SBUX (OutSmartNSDQ) | Pay Day | Nov 28, 2025 | $0.62 |
HON (OutSmartNSDQ) | Pay Day | Dec 5, 2025 | $1.19 |
MSFT (OutSmartNSDQ) | Pay Day | Dec 11, 2025 | $0.91 |
AMAT (OutSmartNSDQ) | Pay Day | Dec 11, 2025 | $0.46 |
TMUS (OutSmartNSDQ) | Pay Day | Dec 11, 2025 | $1.02 |
 KWEB | Pay Day | Dec 18, 2025 | $0.00 |
 INDA | Pay Day | Dec 20, 2025 | $0.00 |
Performance Metrics
Score 3.3/10
Beta
0.59
0.59
0
0.8
1.2
0
2
Sharpe Ratio
0.21
0.21
0
0.5
1
1.5
1.5
Sortino Ratio
0.35
0.35
0
1
2
3
3
Jensen's Alpha
-3.58
-3.58
-4
0
2
4.5
4.5
Omega Ratio
0.65
0.65
0
1
1.5
2.5
2.5
Treynor Ratio
0.57
0.57
0
0.75
1.25
2
2
Information Ratio
-0.51
-0.51
-1
0.3
0.6
1
1
Calmar Ratio
0.13
0.13
0
0.3
0.6
1
1
Beta
0.59
0.59
0
0.8
1.2
0
2
Sharpe Ratio
0.21
0.21
0
0.5
1
1.5
1.5
Sortino Ratio
0.35
0.35
0
1
2
3
3
Jensen's Alpha
-3.58
-3.58
-4
0
2
4.5
4.5
Omega Ratio
0.65
0.65
0
1
1.5
2.5
2.5
Treynor Ratio
0.57
0.57
0
0.75
1.25
2
2
Information Ratio
-0.51
-0.51
-1
0.3
0.6
1
1
Calmar Ratio
0.13
0.13
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
30.15
High:
NKE
35.15NKELow:
CRWD
-442.67CRWDDetails
PEG Ratio
52.11
High:
BUD
81.4BUDLow:
TRIG.L
-20.46TRIG.LDetails
Price/Book
2.13
High:CRWD
35.37CRWDLow:
IDEXQ
-0.01IDEXQDetails
Price/Sales
0.65
High:CRWD
30.49CRWDLow:IDEXQ
0.01IDEXQDetails
Price/CF
16.39
High:CRWD
81.8CRWDLow:IDEXQ
0.73IDEXQDetails
Price/FCF
43.74
High:TRIG.L
247.65TRIG.LLow:IDEXQ
0.76IDEXQDetails
P/E Ratio
30.15
High:NKE
35.15NKELow:CRWD
-442.67CRWDDetails
PEG Ratio
52.11
High:BUD
81.4BUDLow:TRIG.L
-20.46TRIG.LDetails
Price/Book
2.13
High:CRWD
35.37CRWDLow:IDEXQ
-0.01IDEXQDetails
Price/Sales
0.65
High:CRWD
30.49CRWDLow:IDEXQ
0.01IDEXQDetails
Price/CF
16.39
High:CRWD
81.8CRWDLow:IDEXQ
0.73IDEXQDetails
Price/FCF
43.74
High:TRIG.L
247.65TRIG.LLow:IDEXQ
0.76IDEXQDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-42.85% | Nov 2021 | - | 48 |
-6.46% | Sep 2021 | Oct 2021 | 1 |
-0.66% | May 2021 | Jul 2021 | 2 |