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+1.72%
This Month
+8.92%
Year To Date
+40.18%
2 Years
+40.18%
5 Years
+40.18%
10 Years
+36.58%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading20.15%
- 💻 Electronic Technology13.41%
- 💰 Finance8.71%
- 🧩 Miscellaneous8.39%
- 🧬 Health Technology7.77%
- 🖥️ Technology Services6.81%
- 💵 Cash6.44%
- 📊 ETFs5.02%
- 🪨 Non Energy Minerals3.95%
- 💼 Commercial Services3.93%
- ⚡ Utilities3.02%
- 💇♀️ Consumer Services2.82%
- 🛍️ Retail Trade2.66%
- 🪙 Cryptocurrencies2.57%
- 🚚 Transportation2.48%
- 🛠️ Producer Manufacturing2.39%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq38.31%
- 🇺🇸 NYSE36.13%
- 🇬🇧 LSE12.1%
- Tokyo Stock Exchange2.86%
- 🌍 Digital Currency2.57%
- 🇩🇪 FRA0.83%
- 🇭🇰 Hong Kong Exchanges0.57%
- 🇳🇱 Euronext Amsterdam0.25%
- 🇧🇪 Euronext Brussels0.11%
- 🇫🇷 Euronext Paris0.09%
- 🇩🇰 Copenhagen Stock Exchange0.06%
- 🇸🇪 Stockholm Stock Exchange0.04%
- Regular Trading Hours - RTH0.03%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States58.36%
- 🇮🇪 Ireland4.81%
- 🇳🇱 Netherlands3.1%
- 🇹🇼 Taiwan3.02%
- 🇨🇳 China1.18%
- 🇩🇪 Germany0.77%
- 🇧🇷 Brazil0.68%
- 🇰🇷 South Korea0.57%
- 🇬🇧 United Kingdom0.56%
- 🇨🇭 Switzerland0.23%
- 🇩🇰 Denmark0.22%
- 🇺🇾 Uruguay0.16%
- 🇰🇿 Kazakhstan0.13%
- 🇭🇰 Hong Kong0.12%
- 🇧🇪 Belgium0.11%
- 🇫🇷 France0.09%
- 🇪🇸 Spain0.08%
- 🇮🇱 Israel0.07%
- 🇦🇹 Austria0.06%
- 🇸🇪 Sweden0.04%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
0.41%
21 out of 33 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: $HLNE (2.76%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 HLNE | 0.07% | 2.76% | $1.83 |
 Smudliczek | 0.05% | 0.83% | - |
 EXPN.L | 0.04% | 1.9% | $0.46 |
 Michalhla | 0.03% | 0.64% | - |
 V | 0.02% | 0.68% | $2.01 |
 ETN | 0.02% | 1.01% | $3.6 |
 LLY | 0.02% | 0.57% | $4.86 |
 AVGO | 0.02% | 0.73% | $19.7 |
 CEG | 0.02% | 0.57% | - |
 SPGI | 0.02% | 0.95% | $3.62 |
 TSM | 0.02% | 0.72% | $1.74 |
 QuantumComputing | 0.02% | 0.44% | - |
 FCX | 0.01% | 0.83% | $0.6 |
 ASML | 0.01% | 0.45% | $5.57 |
 IBKR | 0.01% | 0.38% | - |
 GOOG | 0.01% | 0.25% | $0.2 |
 META | 0.01% | 0.28% | $1 |
 choose3395 | 0.01% | 0.16% | - |
 NVDA | 0% | 0.23% | $0.02 |
 AI-Memory | 0% | 0.18% | - |
 MU | 0% | 0.06% | $0.46 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 LRCX (AI-Memory) | Pay Day | Oct 14, 2026 | $0.26 |
FCX | Ex-Dividend | Oct 15, 2026 | $0.15 |
 ABT.US (Smudliczek) | Ex-Dividend | Oct 15, 2026 | $0.63 |
 CL (Michalhla) | Ex-Dividend | Oct 20, 2026 | $0.53 |
 DELL (Smudliczek) | Ex-Dividend | Oct 21, 2026 | $0.63 |
 CSCO (QuantumComputing) | Pay Day | Oct 21, 2026 | $0.42 |
 ASML.NV (Smudliczek) | Ex-Dividend | Oct 27, 2026 | $3.15 |
ASML | Ex-Dividend | Oct 28, 2026 | $3.17 |
 MC.PA (Smudliczek) | Ex-Dividend | Oct 28, 2026 | $8.60 |
ASML (Michalhla) | Ex-Dividend | Oct 28, 2026 | $3.17 |
ASML (AI-Memory) | Ex-Dividend | Oct 28, 2026 | $3.17 |
 MRVL (AI-Memory) | Pay Day | Oct 29, 2026 | $0.06 |
 VLO (Smudliczek) | Ex-Dividend | Oct 31, 2026 | $1.20 |
 SIMO (AI-Memory) | Ex-Dividend | Nov 6, 2026 | $0.50 |
ETN | Ex-Dividend | Nov 7, 2026 | $1.10 |
 INTC (QuantumComputing) | Ex-Dividend | Nov 7, 2026 | $0.12 |
 DE (Smudliczek) | Pay Day | Nov 9, 2026 | $1.62 |
 IBM (QuantumComputing) | Ex-Dividend | Nov 10, 2026 | $1.69 |
V | Ex-Dividend | Nov 11, 2026 | $0.67 |
 GD (Smudliczek) | Pay Day | Nov 13, 2026 | $1.59 |
LLY | Ex-Dividend | Nov 14, 2026 | $1.73 |
 RTX (Smudliczek) | Ex-Dividend | Nov 14, 2026 | $0.73 |
 HON (QuantumComputing) | Ex-Dividend | Nov 14, 2026 | $1.19 |
 KLAC (AI-Memory) | Ex-Dividend | Nov 17, 2026 | $2.30 |
CEG | Ex-Dividend | Nov 18, 2026 | $0.43 |
 KBC.BR (Michalhla) | Ex-Dividend | Nov 18, 2026 | $4.87 |
 MSFT (Smudliczek) | Ex-Dividend | Nov 20, 2026 | $0.91 |
 AMAT (Smudliczek) | Ex-Dividend | Nov 20, 2026 | $0.53 |
 WWD (Michalhla) | Ex-Dividend | Nov 20, 2026 | $0.32 |
MSFT (QuantumComputing) | Ex-Dividend | Nov 20, 2026 | $0.91 |
AMAT (AI-Memory) | Ex-Dividend | Nov 20, 2026 | $0.53 |
 J (Smudliczek) | Ex-Dividend | Nov 21, 2026 | $0.36 |
SPGI | Ex-Dividend | Nov 26, 2026 | $0.97 |
 YUMC (Smudliczek) | Ex-Dividend | Nov 27, 2026 | $0.29 |
IBKR | Ex-Dividend | Dec 1, 2026 | $0.09 |
 MCD (Smudliczek) | Ex-Dividend | Dec 1, 2026 | $1.86 |
 LMT (Smudliczek) | Ex-Dividend | Dec 1, 2026 | $3.45 |
 NOC (Smudliczek) | Ex-Dividend | Dec 1, 2026 | $2.47 |
 GLW (Smudliczek) | Ex-Dividend | Dec 1, 2026 | $0.28 |
 LIN (Smudliczek) | Ex-Dividend | Dec 3, 2026 | $1.60 |
GOOG | Ex-Dividend | Dec 4, 2026 | $0.22 |
 PEP (Smudliczek) | Ex-Dividend | Dec 4, 2026 | $1.48 |
 D (Smudliczek) | Ex-Dividend | Dec 4, 2026 | $0.67 |
 GOOGL (Smudliczek) | Ex-Dividend | Dec 4, 2026 | $0.22 |
 PYPL (Michalhla) | Ex-Dividend | Dec 4, 2026 | $0.14 |
GOOGL (QuantumComputing) | Ex-Dividend | Dec 4, 2026 | $0.22 |
 TER (AI-Memory) | Ex-Dividend | Dec 4, 2026 | $0.13 |
GOOG (choose3395) | Ex-Dividend | Dec 4, 2026 | $0.22 |
 WDC (Michalhla) | Ex-Dividend | Dec 8, 2026 | $0.15 |
WDC (AI-Memory) | Ex-Dividend | Dec 8, 2026 | $0.15 |
NVDA | Ex-Dividend | Dec 10, 2026 | $0.25 |
NVDA (Michalhla) | Ex-Dividend | Dec 10, 2026 | $0.25 |
 KSPI (Michalhla) | Ex-Dividend | Dec 10, 2026 | $1.79 |
NVDA (QuantumComputing) | Ex-Dividend | Dec 10, 2026 | $0.25 |
 RRC (Michalhla) | Ex-Dividend | Dec 11, 2026 | $0.10 |
 MO (Smudliczek) | Ex-Dividend | Dec 15, 2026 | $1.06 |
TSM | Ex-Dividend | Dec 16, 2026 | $0.95 |
TSM (Smudliczek) | Ex-Dividend | Dec 16, 2026 | $0.95 |
TSM (Michalhla) | Ex-Dividend | Dec 16, 2026 | $0.95 |
TSM (AI-Memory) | Ex-Dividend | Dec 16, 2026 | $0.95 |
META | Ex-Dividend | Dec 21, 2026 | $0.53 |
AVGO | Ex-Dividend | Dec 21, 2026 | $0.65 |
HLNE | Ex-Dividend | Dec 21, 2026 | $0.60 |
 VST (Smudliczek) | Ex-Dividend | Dec 21, 2026 | $0.23 |
AVGO (choose3395) | Ex-Dividend | Dec 21, 2026 | $0.65 |
 STM.US (QuantumComputing) | Ex-Dividend | Dec 22, 2026 | $0.09 |
EXPN.L | Ex-Dividend | Dec 23, 2026 | $0.48 |
 GFS (QuantumComputing) | Ex-Dividend | Dec 23, 2026 | $0.12 |
LRCX (AI-Memory) | Ex-Dividend | Dec 23, 2026 | $0.26 |
 STX.US (AI-Memory) | Ex-Dividend | Dec 24, 2026 | $0.74 |
DE (Smudliczek) | Ex-Dividend | Dec 30, 2026 | $1.62 |
CSCO (QuantumComputing) | Ex-Dividend | Jan 2, 2027 | $0.42 |
MU | Ex-Dividend | Jan 6, 2027 | $0.15 |
MU (Smudliczek) | Ex-Dividend | Jan 6, 2027 | $0.15 |
MU (AI-Memory) | Ex-Dividend | Jan 6, 2027 | $0.15 |
GD (Smudliczek) | Ex-Dividend | Jan 9, 2027 | $1.59 |
MRVL (AI-Memory) | Ex-Dividend | Jan 9, 2027 | $0.06 |
 3750.HK (Smudliczek) | Ex-Dividend | Feb 6, 2027 | $0.00 |
 VALE (Michalhla) | Ex-Dividend | Feb 13, 2027 | $0.14 |
 SIE.DE (QuantumComputing) | Ex-Dividend | Feb 13, 2027 | $6.25 |
 NOVO-B.CO (Smudliczek) | Ex-Dividend | Feb 14, 2027 | $1.26 |
 NVO (Michalhla) | Ex-Dividend | Feb 17, 2027 | $1.22 |
 IFX.DE (QuantumComputing) | Ex-Dividend | Feb 20, 2027 | $0.41 |
 ENR.DE (Smudliczek) | Ex-Dividend | Feb 27, 2027 | $0.00 |
 FUR.NV (Michalhla) | Ex-Dividend | Apr 27, 2027 | $0.18 |
 SU.PA (Smudliczek) | Ex-Dividend | May 11, 2027 | $4.94 |
 EVO.ST (Smudliczek) | Ex-Dividend | May 12, 2027 | $3.06 |
 RHM.DE (Smudliczek) | Ex-Dividend | May 13, 2027 | $13.50 |
 0700.HK (Smudliczek) | Ex-Dividend | May 15, 2027 | $0.68 |
0700.HK (Michalhla) | Ex-Dividend | May 15, 2027 | $0.68 |
 BABA (Smudliczek) | Ex-Dividend | Jun 11, 2027 | $1.05 |
 01211.HK (Smudliczek) | Ex-Dividend | Jun 11, 2027 | $0.05 |
BABA (Michalhla) | Ex-Dividend | Jun 11, 2027 | $1.05 |
 OGZDL.L (Smudliczek) | Ex-Dividend | Jul 14, 2027 | $0.00 |
Performance Metrics
Score 7.3/10
Beta
1.25
1.25
0
0.8
1.2
0
2
Sharpe Ratio
1.04
1.04
0
0.5
1
2
2
Sortino Ratio
1.81
1.81
0
1
2
3
3
Jensen's Alpha
5.02
5.02
-2
0
2
6
6
Omega Ratio
1.65
1.65
0
1
1.5
2.5
2.5
Treynor Ratio
1.36
1.36
0
0.75
1.25
2
2
Information Ratio
0.71
0.71
0
0.3
0.6
1
1
Calmar Ratio
2.04
2.04
0
0.3
0.6
3
3
Beta
1.25
1.25
0
0.8
1.2
0
2
Sharpe Ratio
1.04
1.04
0
0.5
1
2
2
Sortino Ratio
1.81
1.81
0
1
2
3
3
Jensen's Alpha
5.02
5.02
-2
0
2
6
6
Omega Ratio
1.65
1.65
0
1
1.5
2.5
2.5
Treynor Ratio
1.36
1.36
0
0.75
1.25
2
2
Information Ratio
0.71
0.71
0
0.3
0.6
1
1
Calmar Ratio
2.04
2.04
0
0.3
0.6
3
3
Portfolio Valuation
Based on current positions
P/E Ratio
25.63
High:
ANET
65.23ANETLow:
TRMB
-120TRMBDetails
PEG Ratio
130.25
High:CEG
372.25CEGLow:MU
1.62MUDetails
Price/Book
9.91
High:LLY
31.77LLYLow:TRMB
2.68TRMBDetails
Price/Sales
9.39
High:ANET
25.05ANETLow:
UBER
2.58UBERDetails
Price/CF
23.43
High:ASML
53.02ASMLLow:IBKR
1.78IBKRDetails
Price/FCF
57.85
High:
AMZN
325.85AMZNLow:IBKR
1.8IBKRDetails
P/E Ratio
25.63
High:ANET
65.23ANETLow:TRMB
-120TRMBDetails
PEG Ratio
130.25
High:CEG
372.25CEGLow:MU
1.62MUDetails
Price/Book
9.91
High:LLY
31.77LLYLow:TRMB
2.68TRMBDetails
Price/Sales
9.39
High:ANET
25.05ANETLow:UBER
2.58UBERDetails
Price/CF
23.43
High:ASML
53.02ASMLLow:IBKR
1.78IBKRDetails
Price/FCF
57.85
High:AMZN
325.85AMZNLow:IBKR
1.8IBKRDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-12.12% | Nov 2025 | May 2026 | 6 |
-5.93% | Jun 2026 | - | 5 |
-4.36% | Mar 2025 | Apr 2025 | 1 |