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+29.76%
Today
+31.82%
This Month
+26.69%
Year To Date
+80.56%
2 Years
+201.98%
5 Years
+25.06%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading27.52%
- 🪙 Cryptocurrencies21.49%
- 📊 ETFs14.15%
- 🖥️ Technology Services14%
- ⚡ Utilities10.9%
- 💰 Finance5.99%
- 🚗 Consumer Durables4.59%
- 💵 Cash4.41%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency34%
- 🇺🇸 NYSE31.58%
- 🇺🇸 Nasdaq20.38%
- 🇬🇧 LSE12.43%
- 🇭🇰 Hong Kong Exchanges0.19%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States37.18%
- 🇨🇳 China0.19%
Dividends
Dividend Yield
1.37%
6 out of 11 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $AES (6.5%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 O | Ex-Dividend | Jul 1, 2025 | $0.27 |
 NVDA (misterg23) | Pay Day | Jul 3, 2025 | $0.01 |
O | Pay Day | Jul 15, 2025 | $0.27 |
Performance Metrics
Score 7.2/10
Beta
0.63
0.63
0
0.8
1.2
0
2
Sharpe Ratio
0.77
0.77
0
0.5
1
1.5
1.5
Sortino Ratio
1.47
1.47
0
1
2
3
3
Jensen's Alpha
11.58
11.58
-2
0
2
12
12
Omega Ratio
1.32
1.32
0
1
1.5
2.5
2.5
Treynor Ratio
2.38
2.38
0
0.75
1.25
3
3
Information Ratio
0.32
0.32
0
0.3
0.6
1
1
Calmar Ratio
0.79
0.79
0
0.3
0.6
1
1
Beta
0.63
0.63
0
0.8
1.2
0
2
Sharpe Ratio
0.77
0.77
0
0.5
1
1.5
1.5
Sortino Ratio
1.47
1.47
0
1
2
3
3
Jensen's Alpha
11.58
11.58
-2
0
2
12
12
Omega Ratio
1.32
1.32
0
1
1.5
2.5
2.5
Treynor Ratio
2.38
2.38
0
0.75
1.25
3
3
Information Ratio
0.32
0.32
0
0.3
0.6
1
1
Calmar Ratio
0.79
0.79
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
23.28
High:
TSLA
177.98TSLALow:
AES
5.85AESDetails
PEG Ratio
412.93
High:
O
1,995.6OLow:AES
4.15AESDetails
Price/Book
6.73
High:TSLA
13.96TSLALow:O
1.32ODetails
Price/Sales
6.67
High:TSLA
11.9TSLALow:AES
0.63AESDetails
Price/CF
16.02
High:TSLA
54.2TSLALow:AES
2.94AESDetails
Price/FCF
33.49
High:TSLA
134.59TSLALow:
GOOG
29.5GOOGDetails
P/E Ratio
23.28
High:TSLA
177.98TSLALow:AES
5.85AESDetails
PEG Ratio
412.93
High:O
1,995.6OLow:AES
4.15AESDetails
Price/Book
6.73
High:TSLA
13.96TSLALow:O
1.32ODetails
Price/Sales
6.67
High:TSLA
11.9TSLALow:AES
0.63AESDetails
Price/CF
16.02
High:TSLA
54.2TSLALow:AES
2.94AESDetails
Price/FCF
33.49
High:TSLA
134.59TSLALow:GOOG
29.5GOOGDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-24.82% | Dec 2021 | Feb 2024 | 26 |
-14.77% | Feb 2025 | - | 5 |
-10.76% | Feb 2020 | Mar 2020 | 1 |
-7.07% | Jun 2024 | Nov 2024 | 5 |
-6.46% | Apr 2020 | Jun 2020 | 2 |
-6.32% | May 2021 | Oct 2021 | 5 |
-3.99% | Apr 2024 | May 2024 | 1 |
-1.45% | Dec 2024 | Jan 2025 | 1 |
-1.14% | Feb 2021 | Mar 2021 | 1 |