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+0.37%
This Month
+17.23%
Year To Date
+95.53%
2 Years
+121.99%
5 Years
-22.99%
10 Years
-3.66%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs46.01%
- 👥 Copy Trading23.37%
- 💰 Finance12.92%
- 🖥️ Technology Services8.77%
- 💻 Electronic Technology7.48%
- 🪙 Cryptocurrencies0.86%
- 💵 Cash0.48%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq55.26%
- 🇺🇸 NYSE39.26%
- 🌍 Digital Currency4.12%
- 🇨🇭 SIX0.44%
- 🇭🇰 Hong Kong Exchanges0.21%
- 🇩🇪 FRA0.06%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States47.72%
- 🇩🇪 Germany0.62%
- 🇨🇭 Switzerland0.44%
- 🇨🇳 China0.33%
- 🇱🇺 Luxembourg0.11%
Dividends
Dividend Yield
0.61%
9 out of 12 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: $AOA (2.13%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 GOOG | Ex-Dividend | Sep 8, 2025 | $0.21 |
 MSFT | Pay Day | Sep 11, 2025 | $0.83 |
 NVDA | Ex-Dividend | Sep 11, 2025 | $0.01 |
NVDA (steveli1029) | Ex-Dividend | Sep 11, 2025 | $0.01 |
GOOG | Pay Day | Sep 15, 2025 | $0.21 |
NVDA | Pay Day | Oct 2, 2025 | $0.01 |
NVDA (steveli1029) | Pay Day | Oct 2, 2025 | $0.01 |
Performance Metrics
Score 2.4/10
Beta
1.14
1.14
0
0.8
1.2
0
2
Sharpe Ratio
-0.06
-0.06
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.08
-0.08
-1
1
2
3
3
Jensen's Alpha
-13.69
-13.69
-14
0
2
4.5
4.5
Omega Ratio
0.6
0.6
0
1
1.5
2.5
2.5
Treynor Ratio
-0.13
-0.13
-1
0.75
1.25
2
2
Information Ratio
-0.59
-0.59
-1
0.3
0.6
1
1
Calmar Ratio
-0.05
-0.05
-1
0.3
0.6
1
1
Beta
1.14
1.14
0
0.8
1.2
0
2
Sharpe Ratio
-0.06
-0.06
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.08
-0.08
-1
1
2
3
3
Jensen's Alpha
-13.69
-13.69
-14
0
2
4.5
4.5
Omega Ratio
0.6
0.6
0
1
1.5
2.5
2.5
Treynor Ratio
-0.13
-0.13
-1
0.75
1.25
2
2
Information Ratio
-0.59
-0.59
-1
0.3
0.6
1
1
Calmar Ratio
-0.05
-0.05
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
30.58
High:
NVDA
48.86NVDALow:
BRK.B
17.37BRK.BDetails
PEG Ratio
98.89
High:
MSFT
240.18MSFTLow:
META
66.73METADetails
Price/Book
5.81
High:NVDA
41.74NVDALow:BRK.B
1.64BRK.BDetails
Price/Sales
8.3
High:NVDA
25.49NVDALow:BRK.B
2.95BRK.BDetails
Price/CF
32.63
High:NVDA
55.25NVDALow:
GOOG
16.18GOOGDetails
Price/FCF
62.08
High:BRK.B
127.41BRK.BLow:GOOG
38.06GOOGDetails
P/E Ratio
30.58
High:NVDA
48.86NVDALow:BRK.B
17.37BRK.BDetails
PEG Ratio
98.89
High:MSFT
240.18MSFTLow:META
66.73METADetails
Price/Book
5.81
High:NVDA
41.74NVDALow:BRK.B
1.64BRK.BDetails
Price/Sales
8.3
High:NVDA
25.49NVDALow:BRK.B
2.95BRK.BDetails
Price/CF
32.63
High:NVDA
55.25NVDALow:GOOG
16.18GOOGDetails
Price/FCF
62.08
High:BRK.B
127.41BRK.BLow:GOOG
38.06GOOGDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-71.87% | Sep 2018 | - | 85 |