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+1.28%
Today
+2.28%
This Month
+5.87%
Year To Date
+73.2%
2 Years
+114.23%
5 Years
-5.24%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs46.76%
- 👥 Copy Trading22.56%
- 💰 Finance14.03%
- 🖥️ Technology Services8.35%
- 💻 Electronic Technology7.02%
- 🪙 Cryptocurrencies0.75%
- 💵 Cash0.31%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq54%
- 🇺🇸 NYSE41.07%
- 🌍 Digital Currency3.63%
- 🇨🇭 SIX0.41%
- 🇭🇰 Hong Kong Exchanges0.21%
- 🇩🇪 FRA0.07%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States47.56%
- 🇩🇪 Germany0.58%
- 🇨🇭 Switzerland0.41%
- 🇨🇳 China0.33%
- 🇱🇺 Luxembourg0.13%
Dividends
Dividend Yield
0.67%
9 out of 12 instruments pay dividend.
5 dividend payments in the next 30 days.
Highest Dividend: $AOA (2.21%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 GOOG | Ex-Dividend | Jun 9, 2025 | $0.21 |
 NVDA | Ex-Dividend | Jun 11, 2025 | $0.01 |
NVDA (steveli1029) | Ex-Dividend | Jun 11, 2025 | $0.01 |
 MSFT | Pay Day | Jun 12, 2025 | $0.83 |
 BABA (steveli1029) | Ex-Dividend | Jun 12, 2025 | $0.95 |
GOOG | Pay Day | Jun 16, 2025 | $0.21 |
 META | Ex-Dividend | Jun 16, 2025 | $0.52 |
META | Pay Day | Jun 26, 2025 | $0.52 |
NVDA | Pay Day | Jul 3, 2025 | $0.01 |
NVDA (steveli1029) | Pay Day | Jul 3, 2025 | $0.01 |
BABA (steveli1029) | Pay Day | Jul 10, 2025 | $0.95 |
Performance Metrics
Score 2.4/10
Beta
1.14
1.14
0
0.8
1.2
0
2
Sharpe Ratio
-0.12
-0.12
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.15
-0.15
-1
1
2
3
3
Jensen's Alpha
-14.14
-14.14
-15
0
2
4.5
4.5
Omega Ratio
0.59
0.59
0
1
1.5
2.5
2.5
Treynor Ratio
-0.25
-0.25
-1
0.75
1.25
2
2
Information Ratio
-0.62
-0.62
-1
0.3
0.6
1
1
Calmar Ratio
-0.08
-0.08
-1
0.3
0.6
1
1
Beta
1.14
1.14
0
0.8
1.2
0
2
Sharpe Ratio
-0.12
-0.12
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.15
-0.15
-1
1
2
3
3
Jensen's Alpha
-14.14
-14.14
-15
0
2
4.5
4.5
Omega Ratio
0.59
0.59
0
1
1.5
2.5
2.5
Treynor Ratio
-0.25
-0.25
-1
0.75
1.25
2
2
Information Ratio
-0.62
-0.62
-1
0.3
0.6
1
1
Calmar Ratio
-0.08
-0.08
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
24.48
High:
NVDA
45.09NVDALow:
BRK.B
13.02BRK.BDetails
PEG Ratio
108.29
High:
MSFT
298.79MSFTLow:
GOOG
50.2GOOGDetails
Price/Book
4.86
High:NVDA
40.72NVDALow:BRK.B
1.61BRK.BDetails
Price/Sales
7.03
High:NVDA
23.2NVDALow:BRK.B
2.84BRK.BDetails
Price/CF
26.61
High:BRK.B
37.15BRK.BLow:GOOG
14.48GOOGDetails
Price/FCF
45.91
High:BRK.B
95.23BRK.BLow:GOOG
29.5GOOGDetails
P/E Ratio
24.48
High:NVDA
45.09NVDALow:BRK.B
13.02BRK.BDetails
PEG Ratio
108.29
High:MSFT
298.79MSFTLow:GOOG
50.2GOOGDetails
Price/Book
4.86
High:NVDA
40.72NVDALow:BRK.B
1.61BRK.BDetails
Price/Sales
7.03
High:NVDA
23.2NVDALow:BRK.B
2.84BRK.BDetails
Price/CF
26.61
High:BRK.B
37.15BRK.BLow:GOOG
14.48GOOGDetails
Price/FCF
45.91
High:BRK.B
95.23BRK.BLow:GOOG
29.5GOOGDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-71.87% | Sep 2018 | - | 82 |