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-0.05%
Today
+3.92%
This Month
+2.62%
Year To Date
+90.36%
2 Years
+53.93%
5 Years
+10.48%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash62.95%
- 👥 Copy Trading16.08%
- 💻 Electronic Technology6.41%
- 💼 Commercial Services1.41%
- 💰 Finance1.24%
- 💇♀️ Consumer Services1.04%
- 🍞 Consumer Non Durables0.95%
- 🛍️ Retail Trade0.65%
- 🪙 Cryptocurrencies0.01%
- 🪨 Non Energy Minerals0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE12.59%
- 🇺🇸 Nasdaq8.36%
- 🌍 Digital Currency4.48%
- 🇬🇧 LSE0.59%
- 🇫🇷 Euronext Paris0.39%
- 🇨🇭 SIX0.35%
- 🇭🇰 Hong Kong Exchanges0.3%
- 🇩🇰 Copenhagen Stock Exchange0.24%
- 🇮🇹 Borsa Italiana0.21%
- 🇪🇸 Bolsa De Madrid0.17%
- 🇩🇪 FRA0.07%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States18.45%
- 🇨🇭 Switzerland0.77%
- 🇮🇪 Ireland0.68%
- 🇬🇧 United Kingdom0.47%
- 🇫🇷 France0.39%
- 🇱🇺 Luxembourg0.36%
- 🇨🇳 China0.3%
- 🇺🇾 Uruguay0.24%
- 🇩🇰 Denmark0.24%
- 🇮🇹 Italy0.21%
- 🇮🇱 Israel0.18%
- 🇪🇸 Spain0.17%
- 🇵🇦 Panama0.14%
- 🇨🇦 Canada0.13%
- 🇿🇦 South Africa0.11%
- 🇩🇪 Germany0.07%
- 🇯🇴 Jordan0.06%
Dividends
Dividend Yield
0.25%
8 out of 13 instruments pay dividend.
10 dividend payments in the next 30 days.
Highest Dividend: $M (6.51%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 jaynemesis | 0.07% | 1.01% | - |
 hugomanenti95 | 0.05% | 1.34% | - |
 M | 0.04% | 6.51% | $0.68 |
 INTC | 0.04% | 2.43% | $0.5 |
 NKE | 0.03% | 2.68% | $1.45 |
 DIS | 0.01% | 1.15% | $0.75 |
 misterg23 | 0.01% | 0.12% | - |
 SCCO | 0% | -2.89% | $-3.76 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 CNXC (hugomanenti95) | Ex-Dividend | Apr 25, 2025 | $0.33 |
 FCX (hugomanenti95) | Pay Day | May 1, 2025 | $0.15 |
 IWG.L (hugomanenti95) | Ex-Dividend | May 1, 2025 | $0.01 |
SCCO | Ex-Dividend | May 2, 2025 | -$0.70 |
 COST (jaynemesis) | Ex-Dividend | May 2, 2025 | $1.30 |
COST (misterg23) | Ex-Dividend | May 2, 2025 | $1.30 |
 ETN (jaynemesis) | Ex-Dividend | May 5, 2025 | $1.04 |
CNXC (hugomanenti95) | Pay Day | May 6, 2025 | $0.33 |
 GAW.L (jaynemesis) | Pay Day | May 7, 2025 | $1.29 |
 MTDR (hugomanenti95) | Ex-Dividend | May 9, 2025 | $0.31 |
 VIE.PA (jaynemesis) | Ex-Dividend | May 12, 2025 | $1.47 |
 NUE (jaynemesis) | Pay Day | May 12, 2025 | $0.55 |
 OSB.L (hugomanenti95) | Pay Day | May 13, 2025 | $0.30 |
VIE.PA (jaynemesis) | Pay Day | May 14, 2025 | $1.47 |
 MSFT (jaynemesis) | Ex-Dividend | May 15, 2025 | $0.83 |
COST (jaynemesis) | Pay Day | May 16, 2025 | $1.30 |
COST (misterg23) | Pay Day | May 16, 2025 | $1.30 |
SCCO | Pay Day | May 19, 2025 | -$0.70 |
ETN (jaynemesis) | Pay Day | May 23, 2025 | $1.04 |
 TEP.PA (hugomanenti95) | Ex-Dividend | May 26, 2025 | $4.40 |
TEP.PA (hugomanenti95) | Pay Day | May 28, 2025 | $4.40 |
IWG.L (hugomanenti95) | Pay Day | May 30, 2025 | $0.01 |
 TT (jaynemesis) | Ex-Dividend | Jun 6, 2025 | $0.94 |
MTDR (hugomanenti95) | Pay Day | Jun 6, 2025 | $0.31 |
MSFT (jaynemesis) | Pay Day | Jun 12, 2025 | $0.83 |
 GRMN (jaynemesis) | Ex-Dividend | Jun 16, 2025 | $0.90 |
DIS | Ex-Dividend | Jun 24, 2025 | $0.50 |
GRMN (jaynemesis) | Pay Day | Jun 27, 2025 | $0.90 |
TT (jaynemesis) | Pay Day | Jun 30, 2025 | $0.94 |
 SQQQ (jaynemesis) | Pay Day | Jul 3, 2025 | $0.00 |
DIS | Pay Day | Jul 23, 2025 | $0.50 |
Performance Metrics
Score 3.5/10
Beta
1.04
1.04
0
0.8
1.2
0
2
Sharpe Ratio
0.35
0.35
0
0.5
1
1.5
1.5
Sortino Ratio
0.57
0.57
0
1
2
3
3
Jensen's Alpha
-3.28
-3.28
-4
0
2
4.5
4.5
Omega Ratio
0.88
0.88
0
1
1.5
2.5
2.5
Treynor Ratio
0.71
0.71
0
0.75
1.25
2
2
Information Ratio
-0.16
-0.16
-1
0.3
0.6
1
1
Calmar Ratio
0.19
0.19
0
0.3
0.6
1
1
Beta
1.04
1.04
0
0.8
1.2
0
2
Sharpe Ratio
0.35
0.35
0
0.5
1
1.5
1.5
Sortino Ratio
0.57
0.57
0
1
2
3
3
Jensen's Alpha
-3.28
-3.28
-4
0
2
4.5
4.5
Omega Ratio
0.88
0.88
0
1
1.5
2.5
2.5
Treynor Ratio
0.71
0.71
0
0.75
1.25
2
2
Information Ratio
-0.16
-0.16
-1
0.3
0.6
1
1
Calmar Ratio
0.19
0.19
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
-35.79
High:
DIS
28.34DISLow:
IONQ
-17.41IONQDetails
PEG Ratio
120.68
High:
PYPL
350.74PYPLLow:
BLNK
-0.95BLNKDetails
Price/Book
1.62
High:IONQ
15.49IONQLow:BLNK
0.61BLNKDetails
Price/Sales
1.75
High:IONQ
135.61IONQLow:
M
0.13MDetails
Price/CF
13.23
High:
XYZ
31.82XYZLow:M
3.45MDetails
Price/FCF
28
High:
INTC
50.98INTCLow:PYPL
12.79PYPLDetails
P/E Ratio
-35.79
High:DIS
28.34DISLow:IONQ
-17.41IONQDetails
PEG Ratio
120.68
High:PYPL
350.74PYPLLow:BLNK
-0.95BLNKDetails
Price/Book
1.62
High:IONQ
15.49IONQLow:BLNK
0.61BLNKDetails
Price/Sales
1.75
High:IONQ
135.61IONQLow:M
0.13MDetails
Price/CF
13.23
High:XYZ
31.82XYZLow:M
3.45MDetails
Price/FCF
28
High:INTC
50.98INTCLow:PYPL
12.79PYPLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-46.33% | Sep 2020 | Sep 2024 | 48 |
-4.02% | Feb 2025 | - | 3 |
-0.77% | Dec 2024 | Jan 2025 | 1 |