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0%
This Month
-6.83%
Year To Date
+25.7%
2 Years
+48.93%
5 Years
+48.93%
10 Years
+11.48%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🛠️ Producer Manufacturing24.86%
- 🖥️ Technology Services18.48%
- 👥 Copy Trading15.63%
- 📊 ETFs9.4%
- 🪙 Cryptocurrencies5.92%
- 🚗 Consumer Durables5.13%
- 🚚 Transportation5.1%
- 🍞 Consumer Non Durables4.9%
- 🧬 Health Technology4.87%
- 💰 Finance4.78%
- 💵 Cash0.85%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE60.98%
- 🇺🇸 Nasdaq31.2%
- 🌍 Digital Currency6.02%
- 🇩🇪 FRA0.18%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States77.05%
- 🇩🇰 Denmark4.87%
- 🇹🇼 Taiwan0.53%
- 🇨🇦 Canada0.2%
- 🇩🇪 Germany0.18%
- 🇨🇳 China0.13%
Dividends
Dividend Yield
1.2%
7 out of 10 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $UPS (6.13%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 WMT (StefanULS) | Ex-Dividend | May 8, 2026 | $0.25 |
 MSFT | Ex-Dividend | May 21, 2026 | $0.91 |
MSFT (StefanULS) | Ex-Dividend | May 21, 2026 | $0.91 |
WMT (StefanULS) | Pay Day | May 26, 2026 | $0.25 |
 GS (StefanULS) | Ex-Dividend | Jun 1, 2026 | $4.50 |
MSFT | Pay Day | Jun 11, 2026 | $0.91 |
MSFT (StefanULS) | Pay Day | Jun 11, 2026 | $0.91 |
 TSM (StefanULS) | Ex-Dividend | Jun 11, 2026 | $0.95 |
GS (StefanULS) | Pay Day | Jun 29, 2026 | $4.50 |
TSM (StefanULS) | Pay Day | Jul 9, 2026 | $0.95 |
Performance Metrics
Score 3.9/10
Beta
0.71
0.71
0
0.8
1.2
0
2
Sharpe Ratio
0.29
0.29
0
0.5
1
1.5
1.5
Sortino Ratio
0.42
0.42
0
1
2
3
3
Jensen's Alpha
-0.57
-0.57
-2
0
2
4.5
4.5
Omega Ratio
0.88
0.88
0
1
1.5
2.5
2.5
Treynor Ratio
0.74
0.74
0
0.75
1.25
2
2
Information Ratio
-0.16
-0.16
-1
0.3
0.6
1
1
Calmar Ratio
0.26
0.26
0
0.3
0.6
1
1
Beta
0.71
0.71
0
0.8
1.2
0
2
Sharpe Ratio
0.29
0.29
0
0.5
1
1.5
1.5
Sortino Ratio
0.42
0.42
0
1
2
3
3
Jensen's Alpha
-0.57
-0.57
-2
0
2
4.5
4.5
Omega Ratio
0.88
0.88
0
1
1.5
2.5
2.5
Treynor Ratio
0.74
0.74
0
0.75
1.25
2
2
Information Ratio
-0.16
-0.16
-1
0.3
0.6
1
1
Calmar Ratio
0.26
0.26
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
25.07
High:
NKE
30.58NKELow:
F
-6.72FDetails
PEG Ratio
96.56
High:
JPM
602.25JPMLow:
SES
-18.93SESDetails
Price/Book
6.77
High:MSFT
7.95MSFTLow:F
1.51FDetails
Price/Sales
7.23
High:SES
19.09SESLow:F
0.29FDetails
Price/CF
19.62
High:NKE
54.38NKELow:F
2.59FDetails
Price/FCF
49.96
High:NKE
947.69NKELow:F
5.83FDetails
P/E Ratio
25.07
High:NKE
30.58NKELow:F
-6.72FDetails
PEG Ratio
96.56
High:JPM
602.25JPMLow:SES
-18.93SESDetails
Price/Book
6.77
High:MSFT
7.95MSFTLow:F
1.51FDetails
Price/Sales
7.23
High:SES
19.09SESLow:F
0.29FDetails
Price/CF
19.62
High:NKE
54.38NKELow:F
2.59FDetails
Price/FCF
49.96
High:NKE
947.69NKELow:F
5.83FDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-32.94% | Sep 2022 | Jul 2023 | 10 |
-16.08% | Sep 2025 | - | 8 |
-9.32% | Apr 2024 | Aug 2024 | 4 |
-4.57% | Mar 2025 | Aug 2025 | 5 |
-3.97% | Aug 2023 | Nov 2023 | 3 |
-3.48% | Dec 2024 | Jan 2025 | 1 |
-1.49% | Jan 2024 | Feb 2024 | 1 |