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+0.59%
This Month
+8.78%
Year To Date
+33.15%
2 Years
+199.57%
5 Years
+199.57%
10 Years
+44.16%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading42.55%
- 📊 ETFs33.39%
- 🪙 Cryptocurrencies6.32%
- 🖥️ Technology Services2.78%
- 🧬 Health Technology2.5%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE50.27%
- 🇺🇸 Nasdaq13.84%
- 🌍 Digital Currency7.48%
- 🇬🇧 LSE7.37%
- 🇭🇰 Hong Kong Exchanges2.34%
- 🇳🇴 Oslo Stock Exchange1.57%
- 🇸🇪 Stockholm Stock Exchange1.18%
- 🇩🇪 FRA0.34%
- 🌍 FX0.31%
- 🇫🇷 Euronext Paris0.19%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States17.81%
- 🇬🇧 United Kingdom9.22%
- 🇧🇷 Brazil4.28%
- 🇮🇱 Israel2.58%
- 🇨🇳 China2.32%
- 🇬🇷 Greece2.25%
- 🇳🇴 Norway1.57%
- 🇨🇴 Colombia1.2%
- 🇸🇪 Sweden1.18%
- 🇧🇲 Bermuda0.8%
- 🇩🇪 Germany0.34%
- 🇫🇷 France0.19%
- 🇮🇪 Ireland0%
- 🇱🇺 Luxembourg-0.01%
- 🇹🇼 Taiwan-0.01%
Dividends
Dividend Yield
2.11%
8 out of 10 instruments pay dividend.
12 dividend payments in the next 30 days.
Highest Dividend: FundManagerZech (4.35%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 AmitKup | 0.9% | 3.61% | - |
 FundManagerZech | 0.73% | 4.35% | - |
 VOO | 0.41% | 1.22% | - |
 EVO.ST | 0.05% | 3.82% | $31.03 |
 LLY | 0.02% | 0.8% | $4.86 |
 META | 0% | 0.27% | $1 |
 jorbar6 | 0% | 0.02% | - |
 AI-Revolution | 0% | 0.22% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 GOOG (jorbar6) | Ex-Dividend | Sep 8, 2025 | $0.21 |
 GOOGL (AI-Revolution) | Ex-Dividend | Sep 8, 2025 | $0.21 |
LLY | Pay Day | Sep 10, 2025 | $1.50 |
 SBLK (FundManagerZech) | Pay Day | Sep 10, 2025 | $0.05 |
 INSW (FundManagerZech) | Ex-Dividend | Sep 10, 2025 | $0.65 |
 CIVI (FundManagerZech) | Ex-Dividend | Sep 11, 2025 | $0.50 |
 MSFT (jorbar6) | Pay Day | Sep 11, 2025 | $0.83 |
MSFT (AI-Revolution) | Pay Day | Sep 11, 2025 | $0.83 |
 NVDA (AI-Revolution) | Ex-Dividend | Sep 11, 2025 | $0.01 |
GOOG (jorbar6) | Pay Day | Sep 15, 2025 | $0.21 |
GOOGL (AI-Revolution) | Pay Day | Sep 15, 2025 | $0.21 |
 WU (AmitKup) | Ex-Dividend | Sep 16, 2025 | $0.24 |
 TSM (AI-Revolution) | Ex-Dividend | Sep 16, 2025 | $0.82 |
 JOE (FundManagerZech) | Pay Day | Sep 19, 2025 | $0.14 |
 AVGO (AI-Revolution) | Ex-Dividend | Sep 22, 2025 | $0.59 |
INSW (FundManagerZech) | Pay Day | Sep 24, 2025 | $0.65 |
CIVI (FundManagerZech) | Pay Day | Sep 25, 2025 | $0.50 |
WU (AmitKup) | Pay Day | Sep 30, 2025 | $0.24 |
AVGO (AI-Revolution) | Pay Day | Sep 30, 2025 | $0.59 |
NVDA (AI-Revolution) | Pay Day | Oct 2, 2025 | $0.01 |
TSM (AI-Revolution) | Pay Day | Oct 9, 2025 | $0.82 |
Performance Metrics
Score 9.2/10
Beta
0.45
0.45
0
0.8
1.2
0
2
Sharpe Ratio
1.91
1.91
0
0.5
1
2
2
Sortino Ratio
6.77
6.77
0
1
2
7
7
Jensen's Alpha
30.87
30.87
-2
0
2
31
31
Omega Ratio
2.1
2.1
0
1
1.5
3
3
Treynor Ratio
6.43
6.43
0
0.75
1.25
7
7
Information Ratio
0.96
0.96
0
0.3
0.6
1
1
Calmar Ratio
5.47
5.47
0
0.3
0.6
6
6
Beta
0.45
0.45
0
0.8
1.2
0
2
Sharpe Ratio
1.91
1.91
0
0.5
1
2
2
Sortino Ratio
6.77
6.77
0
1
2
7
7
Jensen's Alpha
30.87
30.87
-2
0
2
31
31
Omega Ratio
2.1
2.1
0
1
1.5
3
3
Treynor Ratio
6.43
6.43
0
0.75
1.25
7
7
Information Ratio
0.96
0.96
0
0.3
0.6
1
1
Calmar Ratio
5.47
5.47
0
0.3
0.6
6
6
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
32.26
High:
LLY
49.26LLYLow:
EVO.ST
12.08EVO.STDetails
PEG Ratio
69.6
High:EVO.ST
102.69EVO.STLow:LLY
55.84LLYDetails
Price/Book
13.2
High:LLY
38.49LLYLow:EVO.ST
3.9EVO.STDetails
Price/Sales
11.33
High:LLY
12.55LLYLow:EVO.ST
6.89EVO.STDetails
Price/CF
24.97
High:LLY
64.13LLYLow:EVO.ST
10.65EVO.STDetails
Price/FCF
63.75
High:LLY
631.92LLYLow:EVO.ST
20.94EVO.STDetails
P/E Ratio
32.26
High:LLY
49.26LLYLow:EVO.ST
12.08EVO.STDetails
PEG Ratio
69.6
High:EVO.ST
102.69EVO.STLow:LLY
55.84LLYDetails
Price/Book
13.2
High:LLY
38.49LLYLow:EVO.ST
3.9EVO.STDetails
Price/Sales
11.33
High:LLY
12.55LLYLow:EVO.ST
6.89EVO.STDetails
Price/CF
24.97
High:LLY
64.13LLYLow:EVO.ST
10.65EVO.STDetails
Price/FCF
63.75
High:LLY
631.92LLYLow:EVO.ST
20.94EVO.STDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-8.29% | Feb 2025 | Jun 2025 | 4 |
-5.13% | Aug 2023 | Jan 2024 | 5 |
-3.03% | Jun 2024 | Sep 2024 | 3 |
-0.96% | Oct 2024 | Nov 2024 | 1 |
-0.57% | Dec 2024 | Jan 2025 | 1 |