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-0.04%
Today
+20.09%
This Month
-2.18%
Year To Date
+112.8%
2 Years
+141.3%
5 Years
+20.77%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💇♀️ Consumer Services76.23%
- 💻 Electronic Technology8.52%
- 🖥️ Technology Services4.58%
- 👥 Copy Trading3.3%
- 🛍️ Retail Trade2.17%
- ⛏️ Energy Minerals2.15%
- 🚚 Transportation1.72%
- 🪙 Cryptocurrencies0.79%
- 💵 Cash0.32%
- 💼 Commercial Services0.16%
- 🍞 Consumer Non Durables0.15%
- 🚗 Consumer Durables0.12%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE78.08%
- 🇺🇸 Nasdaq18.59%
- 🇮🇹 Borsa Italiana2.15%
- 🌍 Digital Currency0.79%
- 🇬🇧 LSE0.1%
- 🇩🇪 Xetra ETFs0.02%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States95.64%
- 🇮🇹 Italy2.15%
- 🇨🇳 China0.3%
- 🇮🇱 Israel0.19%
- 🇨🇦 Canada0.08%
- 🇺🇾 Uruguay0.06%
- 🇯🇴 Jordan0.06%
- 🇮🇳 India0.02%
Dividends
Dividend Yield
0.45%
10 out of 26 instruments pay dividend.
9 dividend payments in the next 30 days.
Highest Dividend: $ENI.MI (7.8%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 RCL | 0.25% | 0.67% | - |
 ENI.MI | 0.17% | 7.8% | $0.94 |
 MSFT | 0.01% | 0.71% | $3 |
 Wealthbystrategy | 0.01% | 0.61% | - |
 AAPL | 0.01% | 0.48% | $0.97 |
 GOOG | 0% | 0.48% | $0.2 |
 CyberSecurity | 0% | 0.2% | - |
 META | 0% | 0.32% | $1 |
 NVDA | 0% | 0.03% | $0.02 |
 BABA | 0% | 0.83% | $0.98 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
ENI.MI | Pay Day | May 21, 2025 | $0.28 |
 BRO (Wealthbystrategy) | Pay Day | May 21, 2025 | $0.15 |
 USLM (Wealthbystrategy) | Ex-Dividend | May 23, 2025 | $0.06 |
 FIX (Wealthbystrategy) | Pay Day | May 27, 2025 | $0.45 |
 URI (Wealthbystrategy) | Pay Day | May 28, 2025 | $1.79 |
 JNPR (CyberSecurity) | Ex-Dividend | Jun 2, 2025 | $0.22 |
 IGIC (Wealthbystrategy) | Ex-Dividend | Jun 2, 2025 | $0.05 |
RCL | Ex-Dividend | Jun 4, 2025 | $0.75 |
 BKNG (Wealthbystrategy) | Ex-Dividend | Jun 6, 2025 | $9.60 |
GOOG | Ex-Dividend | Jun 9, 2025 | $0.21 |
GOOG (Wealthbystrategy) | Ex-Dividend | Jun 9, 2025 | $0.21 |
MSFT | Pay Day | Jun 12, 2025 | $0.83 |
USLM (Wealthbystrategy) | Pay Day | Jun 13, 2025 | $0.06 |
GOOG | Pay Day | Jun 16, 2025 | $0.21 |
GOOG (Wealthbystrategy) | Pay Day | Jun 16, 2025 | $0.21 |
IGIC (Wealthbystrategy) | Pay Day | Jun 18, 2025 | $0.05 |
JNPR (CyberSecurity) | Pay Day | Jun 23, 2025 | $0.22 |
BKNG (Wealthbystrategy) | Pay Day | Jun 30, 2025 | $9.60 |
RCL | Pay Day | Jul 3, 2025 | $0.75 |
 CSCO (CyberSecurity) | Ex-Dividend | Jul 3, 2025 | $0.41 |
CSCO (CyberSecurity) | Pay Day | Jul 23, 2025 | $0.41 |
 MCHI (Wealthbystrategy) | Pay Day | Dec 20, 2025 | $0.89 |
Performance Metrics
Score 5.5/10
Beta
1.76
1.76
0
0.8
1.2
0
2
Sharpe Ratio
0.47
0.47
0
0.5
1
1.5
1.5
Sortino Ratio
0.9
0.9
0
1
2
3
3
Jensen's Alpha
4.02
4.02
-2
0
2
5
5
Omega Ratio
1.28
1.28
0
1
1.5
2.5
2.5
Treynor Ratio
1
1
0
0.75
1.25
2
2
Information Ratio
0.31
0.31
0
0.3
0.6
1
1
Calmar Ratio
0.33
0.33
0
0.3
0.6
1
1
Beta
1.76
1.76
0
0.8
1.2
0
2
Sharpe Ratio
0.47
0.47
0
0.5
1
1.5
1.5
Sortino Ratio
0.9
0.9
0
1
2
3
3
Jensen's Alpha
4.02
4.02
-2
0
2
5
5
Omega Ratio
1.28
1.28
0
1
1.5
2.5
2.5
Treynor Ratio
1
1
0
0.75
1.25
2
2
Information Ratio
0.31
0.31
0
0.3
0.6
1
1
Calmar Ratio
0.33
0.33
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
34.8
High:
AMD
85.89AMDLow:
BA
-11.48BADetails
PEG Ratio
29.46
High:
MSFT
290.19MSFTLow:
NIU
-37.56NIUDetails
Price/Book
14.34
High:
AAPL
47.25AAPLLow:BA
-46.55BADetails
Price/Sales
7.96
High:
NVDA
25.63NVDALow:
AAL
0.14AALDetails
Price/CF
25.04
High:NVDA
54.98NVDALow:AAL
1.63AALDetails
Price/FCF
48.35
High:
AMZN
98.68AMZNLow:AAL
4.41AALDetails
P/E Ratio
34.8
High:AMD
85.89AMDLow:BA
-11.48BADetails
PEG Ratio
29.46
High:MSFT
290.19MSFTLow:NIU
-37.56NIUDetails
Price/Book
14.34
High:AAPL
47.25AAPLLow:BA
-46.55BADetails
Price/Sales
7.96
High:NVDA
25.63NVDALow:AAL
0.14AALDetails
Price/CF
25.04
High:NVDA
54.98NVDALow:AAL
1.63AALDetails
Price/FCF
48.35
High:AMZN
98.68AMZNLow:AAL
4.41AALDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-48.26% | Jun 2021 | Jun 2023 | 24 |
-30.72% | Aug 2023 | Dec 2023 | 4 |
-25.64% | Feb 2025 | - | 4 |
-6.2% | Jan 2024 | Mar 2024 | 2 |
-5.89% | Jan 2021 | Feb 2021 | 1 |
-5.57% | Apr 2024 | Jun 2024 | 2 |
-5.05% | Jul 2024 | Sep 2024 | 2 |
-2.76% | Dec 2024 | Jan 2025 | 1 |
-2.61% | Sep 2020 | Nov 2020 | 2 |
-1.01% | Mar 2021 | Apr 2021 | 1 |