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0%
Today
-5.39%
This Month
-7.29%
Year To Date
+41.63%
2 Years
-2.59%
5 Years
-0.75%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading31.28%
- 📊 ETFs18.42%
- 💻 Electronic Technology14.26%
- 🚗 Consumer Durables12.7%
- 🖥️ Technology Services5.08%
- 💇♀️ Consumer Services3.93%
- 🚚 Transportation3.26%
- 💰 Finance2.26%
- 🛍️ Retail Trade2.05%
- 🍞 Consumer Non Durables1.94%
- ⛏️ Energy Minerals1.85%
- 💼 Commercial Services1.72%
- 💵 Cash1.37%
- 🪨 Non Energy Minerals1.18%
- ⚡ Utilities0.39%
- 🧪 Process Industries0.18%
- 🛠️ Producer Manufacturing0.11%
- 📡 Communications0.11%
- 🧬 Health Technology0.06%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq46.12%
- 🇺🇸 NYSE44.04%
- 🇺🇸 Chicago Board Options Exchange1.54%
- 🇭🇰 Hong Kong Exchanges1.1%
- 🇩🇪 FRA0.26%
- 🇨🇭 SIX0.23%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States63.81%
- 🇺🇾 Uruguay1.97%
- 🇧🇷 Brazil1.85%
- 🇵🇦 Panama1.37%
- 🇨🇳 China1.31%
- 🇮🇳 India1.11%
- 🇯🇵 Japan1.05%
- 🇩🇪 Germany0.26%
- 🇨🇭 Switzerland0.23%
- 🇨🇦 Canada0.18%
- 🇬🇧 United Kingdom0.11%
- 🇮🇱 Israel0.06%
Dividends
Dividend Yield
1.26%
24 out of 54 instruments pay dividend.
7 dividend payments in the next 30 days.
Highest Dividend: $ZIM (51.78%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 GeorgeFatouros | 0.45% | 1.77% | - |
 PBR.A | 0.23% | 12.45% | $2.21 |
 CPA | 0.1% | 7.31% | $4.86 |
 SQQQ | 0.09% | 7.43% | - |
 AAPL | 0.06% | 0.51% | $0.97 |
 CNXC | 0.05% | 2.75% | $1.18 |
 JPM | 0.04% | 2.18% | $4.4 |
 NKE | 0.04% | 2.76% | $1.45 |
 NFE | 0.03% | 7.03% | $0.4 |
 DELL | 0.03% | 2.19% | $1.63 |
 Seeking-Invests | 0.02% | 0.37% | - |
 AA | 0.02% | 1.72% | $0.4 |
 EL | 0.02% | 3.71% | $2.64 |
 ZIM | 0.02% | 51.78% | $0.23 |
 MSFT | 0.02% | 0.88% | $3 |
 P911.DE | 0.01% | 5.3% | $2.31 |
 O | 0.01% | 5.42% | $3.09 |
 VOD | 0.01% | 7.48% | $0.94 |
 TQQQ | 0.01% | 1.72% | - |
 META | 0.01% | 0.4% | $1 |
 AAP | 0% | 3.14% | $1 |
 VOO | 0% | 1.36% | - |
 RMAX | 0% | 1.96% | $0.92 |
 MKSI | 0% | 1.38% | $0.88 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
DELL | Ex-Dividend | Apr 22, 2025 | $0.52 |
AAP | Pay Day | Apr 25, 2025 | $0.25 |
CNXC | Ex-Dividend | Apr 25, 2025 | $0.33 |
JPM | Pay Day | Apr 30, 2025 | $1.40 |
 NI (GeorgeFatouros) | Ex-Dividend | Apr 30, 2025 | $0.28 |
O | Ex-Dividend | May 1, 2025 | $0.27 |
DELL | Pay Day | May 2, 2025 | $0.52 |
CNXC | Pay Day | May 6, 2025 | $0.33 |
 MA (GeorgeFatouros) | Pay Day | May 9, 2025 | $0.76 |
MSFT | Ex-Dividend | May 15, 2025 | $0.83 |
O | Pay Day | May 15, 2025 | $0.27 |
MSFT (Seeking-Invests) | Ex-Dividend | May 15, 2025 | $0.83 |
 TJX (GeorgeFatouros) | Ex-Dividend | May 15, 2025 | $0.42 |
 ABT (GeorgeFatouros) | Pay Day | May 15, 2025 | $0.59 |
 AMGN (GeorgeFatouros) | Ex-Dividend | May 16, 2025 | $2.38 |
NI (GeorgeFatouros) | Pay Day | May 20, 2025 | $0.28 |
 TMUS (GeorgeFatouros) | Ex-Dividend | May 30, 2025 | $0.88 |
TJX (GeorgeFatouros) | Pay Day | Jun 5, 2025 | $0.42 |
AMGN (GeorgeFatouros) | Pay Day | Jun 6, 2025 | $2.38 |
MSFT | Pay Day | Jun 12, 2025 | $0.83 |
MSFT (Seeking-Invests) | Pay Day | Jun 12, 2025 | $0.83 |
TMUS (GeorgeFatouros) | Pay Day | Jun 12, 2025 | $0.88 |
 JNUG (Seeking-Invests) | Pay Day | Jul 2, 2025 | $- |
 LABD (Seeking-Invests) | Pay Day | Jul 2, 2025 | $- |
 SPXS (Seeking-Invests) | Pay Day | Jul 2, 2025 | $- |
SQQQ | Pay Day | Jul 3, 2025 | $- |
Performance Metrics
Score 2.4/10
Beta
1.13
1.13
0
0.8
1.2
0
2
Sharpe Ratio
0.01
0.01
0
0.5
1
1.5
1.5
Sortino Ratio
0.01
0.01
0
1
2
3
3
Jensen's Alpha
-3.64
-3.64
-4
0
2
4.5
4.5
Omega Ratio
0.86
0.86
0
1
1.5
2.5
2.5
Treynor Ratio
0.01
0.01
0
0.75
1.25
2
2
Information Ratio
-0.2
-0.2
-1
0.3
0.6
1
1
Calmar Ratio
0.02
0.02
0
0.3
0.6
1
1
Beta
1.13
1.13
0
0.8
1.2
0
2
Sharpe Ratio
0.01
0.01
0
0.5
1
1.5
1.5
Sortino Ratio
0.01
0.01
0
1
2
3
3
Jensen's Alpha
-3.64
-3.64
-4
0
2
4.5
4.5
Omega Ratio
0.86
0.86
0
1
1.5
2.5
2.5
Treynor Ratio
0.01
0.01
0
0.75
1.25
2
2
Information Ratio
-0.2
-0.2
-1
0.3
0.6
1
1
Calmar Ratio
0.02
0.02
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
33.34
High:
LYFT
217.97LYFTLow:
EL
-27.96ELDetails
PEG Ratio
100.33
High:
AAL
387.93AALLow:
XPEV
-43.39XPEVDetails
Price/Book
15.56
High:
LAC
950.35LACLow:
DELL
-39.83DELLDetails
Price/Sales
7.09
High:
MSFT
10.49MSFTLow:LAC
-LACDetails
Price/CF
32.8
High:
SEDG
103.23SEDGLow:
ZIM
0.79ZIMDetails
Price/FCF
49.81
High:SEDG
476.9SEDGLow:ZIM
1.04ZIMDetails
P/E Ratio
33.34
High:LYFT
217.97LYFTLow:EL
-27.96ELDetails
PEG Ratio
100.33
High:AAL
387.93AALLow:XPEV
-43.39XPEVDetails
Price/Book
15.56
High:LAC
950.35LACLow:DELL
-39.83DELLDetails
Price/Sales
7.09
High:MSFT
10.49MSFTLow:LAC
-LACDetails
Price/CF
32.8
High:SEDG
103.23SEDGLow:ZIM
0.79ZIMDetails
Price/FCF
49.81
High:SEDG
476.9SEDGLow:ZIM
1.04ZIMDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-36.25% | Dec 2021 | Nov 2024 | 35 |
-10.75% | Feb 2025 | - | 3 |
-2.64% | Dec 2024 | Jan 2025 | 1 |