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+0.05%
Today
-4.64%
This Month
-10.11%
Year To Date
+64.82%
2 Years
+83.48%
5 Years
-7.69%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs47.18%
- 👥 Copy Trading20.54%
- 💰 Finance17.33%
- 🖥️ Technology Services7.75%
- 💻 Electronic Technology5.92%
- 🪙 Cryptocurrencies0.67%
- 💵 Cash0.29%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq49.29%
- 🇺🇸 NYSE45.68%
- 🌍 Digital Currency3.65%
- 🇨🇭 SIX0.41%
- 🇭🇰 Hong Kong Exchanges0.22%
- 🇩🇪 FRA0.09%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States47.01%
- 🇩🇪 Germany0.6%
- 🇨🇭 Switzerland0.41%
- 🇨🇳 China0.35%
- 🇱🇺 Luxembourg0.13%
Dividends
Dividend Yield
0.72%
9 out of 12 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $AOA (2.3%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 QQQ | Pay Day | Apr 24, 2025 | $- |
 MSFT | Ex-Dividend | May 15, 2025 | $0.83 |
 0700.HK (steveli1029) | Ex-Dividend | May 16, 2025 | $0.58 |
 DB (steveli1029) | Ex-Dividend | May 23, 2025 | $0.71 |
DB (steveli1029) | Pay Day | May 27, 2025 | $0.71 |
0700.HK (steveli1029) | Pay Day | May 30, 2025 | $0.58 |
MSFT | Pay Day | Jun 12, 2025 | $0.83 |
 SOXX | Pay Day | Jun 17, 2025 | $- |
 AOA | Pay Day | Jul 8, 2025 | $- |
Performance Metrics
Score 2.4/10
Beta
1.13
1.13
0
0.8
1.2
0
2
Sharpe Ratio
-0.16
-0.16
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.21
-0.21
-1
1
2
3
3
Jensen's Alpha
-14.9
-14.9
-15
0
2
4.5
4.5
Omega Ratio
0.57
0.57
0
1
1.5
2.5
2.5
Treynor Ratio
-0.36
-0.36
-1
0.75
1.25
2
2
Information Ratio
-0.66
-0.66
-1
0.3
0.6
1
1
Calmar Ratio
-0.1
-0.1
-1
0.3
0.6
1
1
Beta
1.13
1.13
0
0.8
1.2
0
2
Sharpe Ratio
-0.16
-0.16
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.21
-0.21
-1
1
2
3
3
Jensen's Alpha
-14.9
-14.9
-15
0
2
4.5
4.5
Omega Ratio
0.57
0.57
0
1
1.5
2.5
2.5
Treynor Ratio
-0.36
-0.36
-1
0.75
1.25
2
2
Information Ratio
-0.66
-0.66
-1
0.3
0.6
1
1
Calmar Ratio
-0.1
-0.1
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
18.76
High:
NVDA
34.53NVDALow:
BRK.B
12.55BRK.BDetails
PEG Ratio
68.54
High:
MSFT
239.3MSFTLow:NVDA
23.61NVDADetails
Price/Book
3.55
High:NVDA
31.32NVDALow:BRK.B
1.72BRK.BDetails
Price/Sales
5.35
High:NVDA
19.21NVDALow:BRK.B
3.01BRK.BDetails
Price/CF
30.55
High:NVDA
54.98NVDALow:
META
16.66METADetails
Price/FCF
59.33
High:BRK.B
84.17BRK.BLow:META
31.06METADetails
P/E Ratio
18.76
High:NVDA
34.53NVDALow:BRK.B
12.55BRK.BDetails
PEG Ratio
68.54
High:MSFT
239.3MSFTLow:NVDA
23.61NVDADetails
Price/Book
3.55
High:NVDA
31.32NVDALow:BRK.B
1.72BRK.BDetails
Price/Sales
5.35
High:NVDA
19.21NVDALow:BRK.B
3.01BRK.BDetails
Price/CF
30.55
High:NVDA
54.98NVDALow:META
16.66METADetails
Price/FCF
59.33
High:BRK.B
84.17BRK.BLow:META
31.06METADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-71.87% | Sep 2018 | - | 80 |