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-0.19%
Today
+3.63%
This Month
+14.22%
Year To Date
+21.87%
2 Years
+39.67%
5 Years
+7.16%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs31.32%
- 💻 Electronic Technology15.79%
- 🖥️ Technology Services15.62%
- 👥 Copy Trading13.23%
- 🧩 Miscellaneous3.15%
- 💵 Cash2.73%
- 💇♀️ Consumer Services2.55%
- 💰 Finance2.16%
- ⚡ Utilities2.09%
- 🪙 Cryptocurrencies2.01%
- 🛍️ Retail Trade2%
- 🛠️ Producer Manufacturing1.83%
- 🚚 Transportation1.29%
- 🧬 Health Technology1.2%
- 📡 Communications1.05%
- 🏥 Health Services1.04%
- 🍞 Consumer Non Durables0.84%
- 💼 Commercial Services0.26%
- 🚗 Consumer Durables0.13%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq43.71%
- 🇺🇸 NYSE24.37%
- 🇬🇧 LSE20.04%
- 🌍 Digital Currency3.42%
- 🇩🇪 Xetra ETFs3.25%
- 🇭🇰 Hong Kong Exchanges0.94%
- 🇺🇸 Chicago Board Options Exchange0.63%
- 🇮🇹 Borsa Italiana0.46%
- 🇳🇱 Euronext Amsterdam0.17%
- 🇸🇪 Stockholm Stock Exchange0.11%
- 🇪🇸 Bolsa De Madrid0.09%
- 🇩🇰 Copenhagen Stock Exchange0.05%
- 🇨🇭 SIX0.04%
- 🇩🇪 FRA0.01%
- 🇫🇷 Euronext Paris0.01%
- 🇳🇴 Oslo Stock Exchange0.01%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States49.61%
- 🇮🇳 India1.78%
- 🇨🇳 China1.59%
- 🇹🇼 Taiwan1.15%
- 🇮🇱 Israel0.99%
- 🇨🇦 Canada0.58%
- 🇳🇱 Netherlands0.38%
- 🇮🇹 Italy0.3%
- 🇱🇺 Luxembourg0.27%
- 🇩🇰 Denmark0.24%
- 🇬🇧 United Kingdom0.17%
- 🇦🇺 Australia0.09%
- 🇪🇸 Spain0.09%
- 🇫🇮 Finland0.08%
- 🇮🇪 Ireland0.07%
- 🇸🇬 Singapore0.07%
- 🇨🇭 Switzerland0.04%
- 🇸🇪 Sweden0.03%
- 🇫🇷 France0.02%
- 🇩🇪 Germany0.01%
- 🇳🇴 Norway0.01%
- 🇧🇷 Brazil0%
- 🇰🇾 Cayman Islands0%
Dividends
Dividend Yield
0.68%
47 out of 128 instruments pay dividend.
22 dividend payments in the next 30 days.
Highest Dividend: $MO (6.93%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 SCHD | 0.13% | 3.97% | - |
 IDEV | 0.07% | 2.83% | - |
 ARKI.L | 0.06% | 3.48% | - |
 AV-INVEST | 0.06% | 2.25% | - |
 SPY5.L | 0.05% | 1.05% | - |
 VZ | 0.03% | 6.35% | $2.66 |
 BitcoinWorldWide | 0.03% | 0.7% | - |
 MCD | 0.03% | 2.35% | $6.53 |
 RudolfDeLeeuw | 0.02% | 1.04% | - |
 TQQQ | 0.02% | 1.41% | - |
 MO | 0.01% | 6.93% | $3.92 |
 IBM | 0.01% | 2.35% | $6.65 |
 SOXL | 0.01% | 2.17% | - |
 MU | 0.01% | 0.41% | $0.46 |
 Magnificent-7 | 0.01% | 0.3% | - |
 TSM | 0.01% | 0.96% | $1.74 |
 PM | 0.01% | 2.99% | $5.2 |
 AVGO | 0.01% | 0.8% | $19.7 |
 VGT | 0.01% | 0.52% | - |
 BLK | 0.01% | 1.88% | $20.2 |
 APOG | 0.01% | 2.47% | $0.98 |
 SMH | 0.01% | 0.45% | - |
 LLY | 0.01% | 0.76% | $4.86 |
 MSFT | 0.01% | 0.65% | $3 |
 JPM | 0% | 1.82% | $4.4 |
 QQQ | 0% | 0.58% | - |
 GOOGL | 0% | 0.43% | $0.2 |
 NVO | 0% | 1.83% | $0.98 |
 Marco199610 | 0% | 0.66% | - |
 0700.HK | 0% | 0.87% | $3.4 |
 CIBR | 0% | 0.23% | - |
 01211.HK | 0% | 1.14% | $3.41 |
 AXP | 0% | 1% | $2.6 |
 DIS | 0% | 0.83% | $0.75 |
 BABA | 0% | 0.86% | $0.98 |
 NRG | 0% | 1.11% | $1.57 |
 META | 0% | 0.29% | $1 |
 NVDA | 0% | 0.02% | $0.02 |
 STMMI.MI | 0% | 1.09% | $0.28 |
 V | 0% | 0.65% | $2.01 |
 ORCL | 0% | 0.74% | $1.6 |
 NOVO-B.CO | 0% | 2.77% | $9.4 |
 COST | 0% | 0.52% | $19.22 |
 VST | 0% | 0.48% | $0.85 |
 CRM | 0% | 0.62% | $0.4 |
 AAPL | 0% | 0.48% | $0.97 |
 MRVL | 0% | 0.33% | $0.24 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
MU | Pay Day | Jul 22, 2025 | $0.12 |
DIS | Pay Day | Jul 23, 2025 | $0.50 |
 ENEL.MI (Marco199610) | Pay Day | Jul 23, 2025 | $0.28 |
ORCL | Pay Day | Jul 24, 2025 | $0.50 |
 MMC (BitcoinWorldWide) | Ex-Dividend | Jul 24, 2025 | $0.90 |
 BK (BitcoinWorldWide) | Ex-Dividend | Jul 25, 2025 | $0.53 |
 ASML.NV (Marco199610) | Ex-Dividend | Jul 28, 2025 | $1.87 |
01211.HK | Pay Day | Jul 29, 2025 | $0.55 |
 ASML (RudolfDeLeeuw) | Ex-Dividend | Jul 29, 2025 | $1.86 |
JPM | Pay Day | Jul 31, 2025 | $1.40 |
MRVL | Pay Day | Jul 31, 2025 | $0.06 |
APOG | Pay Day | Jul 31, 2025 | $0.26 |
JPM (RudolfDeLeeuw) | Pay Day | Jul 31, 2025 | $1.40 |
 SYK (Marco199610) | Pay Day | Jul 31, 2025 | $0.84 |
VZ | Pay Day | Aug 1, 2025 | $0.68 |
COST | Ex-Dividend | Aug 1, 2025 | $1.30 |
 AON (BitcoinWorldWide) | Ex-Dividend | Aug 1, 2025 | $0.74 |
ASML (RudolfDeLeeuw) | Pay Day | Aug 6, 2025 | $1.86 |
ASML.NV (Marco199610) | Pay Day | Aug 6, 2025 | $1.87 |
BK (BitcoinWorldWide) | Pay Day | Aug 7, 2025 | $0.53 |
AXP | Pay Day | Aug 8, 2025 | $0.82 |
AXP (BitcoinWorldWide) | Pay Day | Aug 8, 2025 | $0.82 |
 MA (BitcoinWorldWide) | Pay Day | Aug 8, 2025 | $0.76 |
COST | Pay Day | Aug 15, 2025 | $1.30 |
LLY | Ex-Dividend | Aug 15, 2025 | $1.50 |
 ACN (Marco199610) | Pay Day | Aug 15, 2025 | $1.48 |
MMC (BitcoinWorldWide) | Pay Day | Aug 15, 2025 | $0.90 |
AON (BitcoinWorldWide) | Pay Day | Aug 15, 2025 | $0.74 |
 PG (AV-INVEST) | Pay Day | Aug 15, 2025 | $1.06 |
 RTX (AV-INVEST) | Ex-Dividend | Aug 15, 2025 | $0.68 |
 WMT (AV-INVEST) | Ex-Dividend | Aug 15, 2025 | $0.24 |
 ROK (Marco199610) | Ex-Dividend | Aug 18, 2025 | $1.31 |
MSFT | Ex-Dividend | Aug 21, 2025 | $0.83 |
MSFT (Magnificent-7) | Ex-Dividend | Aug 21, 2025 | $0.83 |
MSFT (AV-INVEST) | Ex-Dividend | Aug 21, 2025 | $0.83 |
 JNJ (AV-INVEST) | Ex-Dividend | Aug 26, 2025 | $1.30 |
 GS (RudolfDeLeeuw) | Ex-Dividend | Aug 29, 2025 | $4.00 |
GS (BitcoinWorldWide) | Ex-Dividend | Aug 29, 2025 | $4.00 |
 IBKR (BitcoinWorldWide) | Ex-Dividend | Aug 29, 2025 | $0.08 |
WMT (AV-INVEST) | Pay Day | Sep 2, 2025 | $0.24 |
 LMT (AV-INVEST) | Ex-Dividend | Sep 2, 2025 | $3.30 |
RTX (AV-INVEST) | Pay Day | Sep 4, 2025 | $0.68 |
JNJ (AV-INVEST) | Pay Day | Sep 9, 2025 | $1.30 |
LLY | Pay Day | Sep 10, 2025 | $1.50 |
ROK (Marco199610) | Pay Day | Sep 10, 2025 | $1.31 |
MSFT | Pay Day | Sep 11, 2025 | $0.83 |
MSFT (Magnificent-7) | Pay Day | Sep 11, 2025 | $0.83 |
MSFT (AV-INVEST) | Pay Day | Sep 11, 2025 | $0.83 |
IBKR (BitcoinWorldWide) | Pay Day | Sep 12, 2025 | $0.08 |
 KO (AV-INVEST) | Ex-Dividend | Sep 15, 2025 | $0.51 |
 TMO (AV-INVEST) | Ex-Dividend | Sep 15, 2025 | $0.43 |
TSM | Ex-Dividend | Sep 16, 2025 | $0.82 |
TSM (BitcoinWorldWide) | Ex-Dividend | Sep 16, 2025 | $0.82 |
LMT (AV-INVEST) | Pay Day | Sep 26, 2025 | $3.30 |
GS (RudolfDeLeeuw) | Pay Day | Sep 29, 2025 | $4.00 |
GS (BitcoinWorldWide) | Pay Day | Sep 29, 2025 | $4.00 |
KO (AV-INVEST) | Pay Day | Oct 1, 2025 | $0.51 |
TSM | Pay Day | Oct 9, 2025 | $0.82 |
TSM (BitcoinWorldWide) | Pay Day | Oct 9, 2025 | $0.82 |
TMO (AV-INVEST) | Pay Day | Oct 15, 2025 | $0.43 |
 KWEB (RudolfDeLeeuw) | Pay Day | Dec 18, 2025 | $0.00 |
 INDA (Marco199610) | Pay Day | Dec 20, 2025 | $0.00 |
SMH | Pay Day | Dec 24, 2025 | $0.00 |
SMH (RudolfDeLeeuw) | Pay Day | Dec 24, 2025 | $0.00 |
 ASHR (RudolfDeLeeuw) | Pay Day | Dec 30, 2025 | $0.00 |
Performance Metrics
Score 4.8/10
Beta
0.36
0.36
0
0.8
1.2
0
2
Sharpe Ratio
0.3
0.3
0
0.5
1
1.5
1.5
Sortino Ratio
0.66
0.66
0
1
2
3
3
Jensen's Alpha
0.23
0.23
-2
0
2
4.5
4.5
Omega Ratio
0.75
0.75
0
1
1.5
2.5
2.5
Treynor Ratio
1
1
0
0.75
1.25
2
2
Information Ratio
-0.43
-0.43
-1
0.3
0.6
1
1
Calmar Ratio
0.45
0.45
0
0.3
0.6
1
1
Beta
0.36
0.36
0
0.8
1.2
0
2
Sharpe Ratio
0.3
0.3
0
0.5
1
1.5
1.5
Sortino Ratio
0.66
0.66
0
1
2
3
3
Jensen's Alpha
0.23
0.23
-2
0
2
4.5
4.5
Omega Ratio
0.75
0.75
0
1
1.5
2.5
2.5
Treynor Ratio
1
1
0
0.75
1.25
2
2
Information Ratio
-0.43
-0.43
-1
0.3
0.6
1
1
Calmar Ratio
0.45
0.45
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
45.57
High:
PLTR
670.39PLTRLow:
ZS
-1,136.25ZSDetails
PEG Ratio
148.78
High:
COIN
1,544.76COINLow:ZS
-2,309.44ZSDetails
Price/Book
17.23
High:
APP
214.31APPLow:
NIO
-168.98NIODetails
Price/Sales
13.19
High:
JOBY
122,843.6JOBYLow:
OKLO
-OKLODetails
Price/CF
28.33
High:
MSTR
7,511.07MSTRLow:
SYM
5.1SYMDetails
Price/FCF
43.87
High:MSTR
1,187.5MSTRLow:SYM
6.05SYMDetails
P/E Ratio
45.57
High:PLTR
670.39PLTRLow:ZS
-1,136.25ZSDetails
PEG Ratio
148.78
High:COIN
1,544.76COINLow:ZS
-2,309.44ZSDetails
Price/Book
17.23
High:APP
214.31APPLow:NIO
-168.98NIODetails
Price/Sales
13.19
High:JOBY
122,843.6JOBYLow:OKLO
-OKLODetails
Price/CF
28.33
High:MSTR
7,511.07MSTRLow:SYM
5.1SYMDetails
Price/FCF
43.87
High:MSTR
1,187.5MSTRLow:SYM
6.05SYMDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-14.52% | Feb 2025 | Jun 2025 | 4 |
-8.87% | Dec 2020 | Nov 2024 | 47 |
-1.46% | Dec 2024 | Jan 2025 | 1 |