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+0.05%
This Month
+15.59%
Year To Date
+23.34%
2 Years
+41.36%
5 Years
+41.36%
10 Years
+7.17%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs34.24%
- 🖥️ Technology Services15.14%
- 💻 Electronic Technology13.74%
- 👥 Copy Trading12.6%
- 💵 Cash3.14%
- 🧩 Miscellaneous3.09%
- 💰 Finance2.97%
- ⚡ Utilities2.72%
- 🛍️ Retail Trade1.94%
- 🪙 Cryptocurrencies1.75%
- 💇♀️ Consumer Services1.68%
- 📡 Communications1.6%
- 🛠️ Producer Manufacturing1.39%
- 🚚 Transportation1.23%
- 🏥 Health Services1.03%
- 🧬 Health Technology0.82%
- 🍞 Consumer Non Durables0.76%
- 💼 Commercial Services0.27%
- 🚗 Consumer Durables0.16%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq41.07%
- 🇺🇸 NYSE24.51%
- 🇬🇧 LSE20.76%
- 🇩🇪 Xetra ETFs4.13%
- 🌍 Digital Currency3.02%
- 🇺🇸 Chicago Board Options Exchange1.16%
- 🇭🇰 Hong Kong Exchanges0.89%
- 🇮🇹 Borsa Italiana0.86%
- 🇳🇱 Euronext Amsterdam0.14%
- 🇪🇸 Bolsa De Madrid0.11%
- 🇸🇪 Stockholm Stock Exchange0.11%
- 🇫🇷 Euronext Paris0.09%
- 🇩🇰 Copenhagen Stock Exchange0.04%
- 🇨🇭 SIX0.04%
- 🇩🇪 FRA0.01%
- 🇳🇴 Oslo Stock Exchange0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States45.97%
- 🇮🇳 India2.44%
- 🇨🇳 China1.57%
- 🇹🇼 Taiwan1.05%
- 🇮🇱 Israel0.89%
- 🇮🇹 Italy0.74%
- 🇨🇦 Canada0.54%
- 🇳🇱 Netherlands0.34%
- 🇬🇧 United Kingdom0.28%
- 🇱🇺 Luxembourg0.25%
- 🇦🇺 Australia0.25%
- 🇨🇭 Switzerland0.16%
- 🇯🇵 Japan0.12%
- 🇪🇸 Spain0.11%
- 🇫🇮 Finland0.08%
- 🇮🇪 Ireland0.07%
- 🇸🇬 Singapore0.05%
- 🇩🇰 Denmark0.04%
- 🇸🇪 Sweden0.03%
- 🇫🇷 France0.02%
- 🇩🇪 Germany0.01%
- 🇳🇴 Norway0%
- 🇧🇷 Brazil0%
- 🇰🇾 Cayman Islands0%
Dividends
Dividend Yield
0.76%
52 out of 137 instruments pay dividend.
39 dividend payments in the next 30 days.
Highest Dividend: $BAMI.MI (8.64%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 SCHD | 0.12% | 3.87% | - |
 ARKI.L | 0.09% | 3.56% | - |
 IDEV | 0.08% | 2.99% | - |
 AV-INVEST | 0.06% | 2.3% | - |
 SPY5.L | 0.05% | 1.05% | - |
 BAMI.MI | 0.04% | 8.64% | $0.56 |
 VZ | 0.03% | 6.15% | $2.66 |
 BitcoinWorldWide | 0.03% | 0.7% | - |
 RudolfDeLeeuw | 0.02% | 1.04% | - |
 TQQQ | 0.02% | 1.11% | - |
 IXUS | 0.02% | 3.04% | - |
 IBM | 0.02% | 2.71% | $6.65 |
 MCD | 0.01% | 2.24% | $6.53 |
 MO | 0.01% | 6.19% | $3.92 |
 BLK | 0.01% | 1.89% | $20.2 |
 UNH | 0.01% | 2.78% | $7.74 |
 Magnificent-7 | 0.01% | 0.28% | - |
 TSM | 0.01% | 1.04% | $1.74 |
 VGT | 0.01% | 0.47% | - |
 PM | 0.01% | 3.35% | $5.2 |
 AVGO | 0.01% | 0.67% | $19.7 |
 MU | 0.01% | 0.37% | $0.46 |
 NMR.US | 0.01% | 5.46% | $0.14 |
 SOXL | 0.01% | 1.07% | - |
 RHP | 0.01% | 4.51% | $4.3 |
 SMH | 0.01% | 0.38% | - |
 LLY | 0% | 0.78% | $4.86 |
 MSFT | 0% | 0.65% | $3 |
 GOOGL | 0% | 0.35% | $0.2 |
 JPM | 0% | 1.75% | $4.4 |
 INDA | 0% | 0.72% | - |
 QQQ | 0% | 0.51% | - |
 0700.HK | 0% | 0.74% | $3.4 |
 Marco199610 | 0% | 0.63% | - |
 CIBR | 0% | 0.25% | - |
 01211.HK | 0% | 1.37% | $3.41 |
 AXP | 0% | 0.92% | $2.6 |
 DIS | 0% | 0.85% | $0.75 |
 BABA | 0% | 0.77% | $0.98 |
 NRG | 0% | 1.17% | $1.57 |
 META | 0% | 0.27% | $1 |
 V | 0% | 0.67% | $2.01 |
 STMMI.MI | 0% | 1.35% | $0.28 |
 NVDA | 0% | 0.02% | $0.02 |
 ORCL | 0% | 0.8% | $1.6 |
 NOVO-B.CO | 0% | 3.28% | $9.4 |
 MRVL | 0% | 0.37% | $0.24 |
 COST | 0% | 0.52% | $19.22 |
 CRM | 0% | 0.67% | $0.4 |
 VST | 0% | 0.47% | $0.85 |
 AAPL | 0% | 0.43% | $0.97 |
 VRT | 0% | 0.12% | $0.06 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
GOOGL | Ex-Dividend | Sep 8, 2025 | $0.21 |
GOOGL (Magnificent-7) | Ex-Dividend | Sep 8, 2025 | $0.21 |
GOOGL (AV-INVEST) | Ex-Dividend | Sep 8, 2025 | $0.21 |
 CME (BitcoinWorldWide) | Ex-Dividend | Sep 9, 2025 | $1.25 |
 JNJ (AV-INVEST) | Pay Day | Sep 9, 2025 | $1.30 |
IBM | Pay Day | Sep 10, 2025 | $1.68 |
LLY | Pay Day | Sep 10, 2025 | $1.50 |
 ROK (Marco199610) | Pay Day | Sep 10, 2025 | $1.31 |
 FIS (BitcoinWorldWide) | Ex-Dividend | Sep 10, 2025 | $0.40 |
 XOM (AV-INVEST) | Pay Day | Sep 10, 2025 | $0.99 |
MSFT | Pay Day | Sep 11, 2025 | $0.83 |
NVDA | Ex-Dividend | Sep 11, 2025 | $0.01 |
NVDA (Marco199610) | Ex-Dividend | Sep 11, 2025 | $0.01 |
NVDA (BitcoinWorldWide) | Ex-Dividend | Sep 11, 2025 | $0.01 |
MSFT (Magnificent-7) | Pay Day | Sep 11, 2025 | $0.83 |
NVDA (Magnificent-7) | Ex-Dividend | Sep 11, 2025 | $0.01 |
MSFT (AV-INVEST) | Pay Day | Sep 11, 2025 | $0.83 |
NVDA (AV-INVEST) | Ex-Dividend | Sep 11, 2025 | $0.01 |
 AMGN (Marco199610) | Pay Day | Sep 12, 2025 | $2.38 |
 IBKR (BitcoinWorldWide) | Pay Day | Sep 12, 2025 | $0.08 |
UNH | Ex-Dividend | Sep 15, 2025 | $2.21 |
MO | Ex-Dividend | Sep 15, 2025 | $1.06 |
GOOGL | Pay Day | Sep 15, 2025 | $0.21 |
VRT | Ex-Dividend | Sep 15, 2025 | $0.04 |
GOOGL (Magnificent-7) | Pay Day | Sep 15, 2025 | $0.21 |
 KO (AV-INVEST) | Ex-Dividend | Sep 15, 2025 | $0.51 |
MO (AV-INVEST) | Ex-Dividend | Sep 15, 2025 | $1.06 |
 TMO (AV-INVEST) | Ex-Dividend | Sep 15, 2025 | $0.43 |
 NEE (AV-INVEST) | Pay Day | Sep 15, 2025 | $0.57 |
 CTAS (AV-INVEST) | Pay Day | Sep 15, 2025 | $0.45 |
GOOGL (AV-INVEST) | Pay Day | Sep 15, 2025 | $0.21 |
MCD | Pay Day | Sep 16, 2025 | $1.77 |
TSM | Ex-Dividend | Sep 16, 2025 | $0.82 |
TSM (BitcoinWorldWide) | Ex-Dividend | Sep 16, 2025 | $0.82 |
 NOC (AV-INVEST) | Pay Day | Sep 17, 2025 | $2.31 |
 WKL.NV (BitcoinWorldWide) | Pay Day | Sep 18, 2025 | $1.08 |
VST | Ex-Dividend | Sep 19, 2025 | $0.23 |
 LYG (BitcoinWorldWide) | Pay Day | Sep 19, 2025 | $0.07 |
AVGO | Ex-Dividend | Sep 22, 2025 | $0.59 |
UNH | Pay Day | Sep 23, 2025 | $2.21 |
BLK | Pay Day | Sep 23, 2025 | $5.21 |
BLK (RudolfDeLeeuw) | Pay Day | Sep 23, 2025 | $5.21 |
BLK (BitcoinWorldWide) | Pay Day | Sep 23, 2025 | $5.21 |
FIS (BitcoinWorldWide) | Pay Day | Sep 24, 2025 | $0.40 |
VRT | Pay Day | Sep 25, 2025 | $0.04 |
CME (BitcoinWorldWide) | Pay Day | Sep 25, 2025 | $1.25 |
 XYL (AV-INVEST) | Pay Day | Sep 25, 2025 | $0.40 |
 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 |
AVGO | Pay Day | Sep 30, 2025 | $0.59 |
VST | Pay Day | Sep 30, 2025 | $0.23 |
 SYK (Marco199610) | Ex-Dividend | Sep 30, 2025 | $0.84 |
 WTW (BitcoinWorldWide) | Ex-Dividend | Sep 30, 2025 | $0.92 |
 NTRS (BitcoinWorldWide) | Pay Day | Oct 1, 2025 | $0.80 |
KO (AV-INVEST) | Pay Day | Oct 1, 2025 | $0.51 |
NVDA | Pay Day | Oct 2, 2025 | $0.01 |
NVDA (Marco199610) | Pay Day | Oct 2, 2025 | $0.01 |
NVDA (BitcoinWorldWide) | Pay Day | Oct 2, 2025 | $0.01 |
NVDA (Magnificent-7) | Pay Day | Oct 2, 2025 | $0.01 |
NVDA (AV-INVEST) | Pay Day | Oct 2, 2025 | $0.01 |
TSM | Pay Day | Oct 9, 2025 | $0.82 |
TSM (BitcoinWorldWide) | Pay Day | Oct 9, 2025 | $0.82 |
MO | Pay Day | Oct 10, 2025 | $1.06 |
MO (AV-INVEST) | Pay Day | Oct 10, 2025 | $1.06 |
WTW (BitcoinWorldWide) | Pay Day | Oct 15, 2025 | $0.92 |
TMO (AV-INVEST) | Pay Day | Oct 15, 2025 | $0.43 |
SYK (Marco199610) | Pay Day | Oct 31, 2025 | $0.84 |
 MC.PA (RudolfDeLeeuw) | Ex-Dividend | Dec 2, 2025 | $6.47 |
MC.PA (RudolfDeLeeuw) | Pay Day | Dec 4, 2025 | $6.47 |
 WMT (AV-INVEST) | Ex-Dividend | Dec 12, 2025 | $0.24 |
 KWEB (RudolfDeLeeuw) | Pay Day | Dec 18, 2025 | $0.00 |
INDA | Pay Day | Dec 20, 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 |
WMT (AV-INVEST) | Pay Day | Jan 5, 2026 | $0.24 |
Performance Metrics
Score 5.1/10
Beta
0.36
0.36
0
0.8
1.2
0
2
Sharpe Ratio
0.36
0.36
0
0.5
1
1.5
1.5
Sortino Ratio
0.77
0.77
0
1
2
3
3
Jensen's Alpha
0.65
0.65
-2
0
2
4.5
4.5
Omega Ratio
0.74
0.74
0
1
1.5
2.5
2.5
Treynor Ratio
1.14
1.14
0
0.75
1.25
2
2
Information Ratio
-0.43
-0.43
-1
0.3
0.6
1
1
Calmar Ratio
0.5
0.5
0
0.3
0.6
1
1
Beta
0.36
0.36
0
0.8
1.2
0
2
Sharpe Ratio
0.36
0.36
0
0.5
1
1.5
1.5
Sortino Ratio
0.77
0.77
0
1
2
3
3
Jensen's Alpha
0.65
0.65
-2
0
2
4.5
4.5
Omega Ratio
0.74
0.74
0
1
1.5
2.5
2.5
Treynor Ratio
1.14
1.14
0
0.75
1.25
2
2
Information Ratio
-0.43
-0.43
-1
0.3
0.6
1
1
Calmar Ratio
0.5
0.5
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
40.82
High:
PLTR
518.91PLTRLow:
ZS
-1,000.19ZSDetails
PEG Ratio
208.41
High:
AAPL
24,779.06AAPLLow:ZS
-3,222.65ZSDetails
Price/Book
14.82
High:
RBLX
254.7RBLXLow:
MCD
-81.96MCDDetails
Price/Sales
11.52
High:
JOBY
106,510.81JOBYLow:
OKLO
-OKLODetails
Price/CF
33.16
High:
MSTR
7,511.07MSTRLow:
BAMI.MI
0.99BAMI.MIDetails
Price/FCF
59.97
High:MSTR
1,187.5MSTRLow:BAMI.MI
1.11BAMI.MIDetails
P/E Ratio
40.82
High:PLTR
518.91PLTRLow:ZS
-1,000.19ZSDetails
PEG Ratio
208.41
High:AAPL
24,779.06AAPLLow:ZS
-3,222.65ZSDetails
Price/Book
14.82
High:RBLX
254.7RBLXLow:MCD
-81.96MCDDetails
Price/Sales
11.52
High:JOBY
106,510.81JOBYLow:OKLO
-OKLODetails
Price/CF
33.16
High:MSTR
7,511.07MSTRLow:BAMI.MI
0.99BAMI.MIDetails
Price/FCF
59.97
High:MSTR
1,187.5MSTRLow:BAMI.MI
1.11BAMI.MIDetails
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 |