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-2.18%
This Month
-2.5%
Year To Date
+36.9%
2 Years
+37.37%
5 Years
+94.89%
10 Years
+8.34%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading32.87%
- 💻 Electronic Technology24.51%
- 💵 Cash12.93%
- 🚗 Consumer Durables8.22%
- 🛍️ Retail Trade7.7%
- 📊 ETFs4.43%
- 🖥️ Technology Services3.63%
- 🪙 Cryptocurrencies3.44%
- 🛠️ Producer Manufacturing2.34%
- ⚡ Utilities1.35%
- 🧬 Health Technology0.68%
- 🍞 Consumer Non Durables0.41%
- 🧪 Process Industries0.31%
- 💰 Finance0.08%
- 🏥 Health Services0.07%
- 💇♀️ Consumer Services0%
- 🪨 Non Energy Minerals0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq38.08%
- 🇺🇸 NYSE17.74%
- 🇬🇧 LSE16.98%
- 🌍 Digital Currency4.13%
- 🇭🇰 Hong Kong Exchanges2.03%
- 🇩🇪 Xetra ETFs1.18%
- 🇺🇸 Chicago Board Options Exchange1.16%
- 🇮🇹 Borsa Italiana0.77%
- 🇳🇱 Euronext Amsterdam0.54%
- 🇩🇪 FRA0.48%
- 🇫🇷 Euronext Paris0.43%
- 🇪🇸 Bolsa De Madrid0.17%
- 🇨🇭 SIX0.07%
- 🇸🇪 Stockholm Stock Exchange0.05%
- 🇦🇺 Sydney0.05%
- 🇧🇪 Euronext Brussels0.05%
- 🇩🇰 Copenhagen Stock Exchange0.03%
- 🇳🇴 Oslo Stock Exchange0.03%
- 🌍 FX0.03%
- 🇸🇦 Tadawul0.02%
- 🌍 CFD0.01%
- 🇦🇪 Dubai Financial Market0.01%
- 🌍 Commodity0%
- 🇺🇸 OTC Markets Stock Exchange0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States45.5%
- 🇬🇧 United Kingdom3.86%
- 🇹🇼 Taiwan2.59%
- 🇨🇳 China2.06%
- 🇳🇱 Netherlands1.56%
- 🇨🇦 Canada0.78%
- 🇮🇹 Italy0.73%
- 🇨🇭 Switzerland0.53%
- 🇩🇪 Germany0.48%
- 🇫🇷 France0.38%
- 🇪🇸 Spain0.17%
- 🇩🇰 Denmark0.11%
- 🇮🇪 Ireland0.11%
- 🇰🇷 South Korea0.1%
- 🇸🇪 Sweden0.05%
- 🇦🇺 Australia0.05%
- 🇧🇪 Belgium0.05%
- 🇧🇷 Brazil0.04%
- 🇱🇺 Luxembourg0.03%
- 🇲🇨 Monaco0.03%
- 🇳🇴 Norway0.03%
- 🇯🇵 Japan0.03%
- 🇸🇦 Saudi Arabia0.02%
- 🇰🇾 Cayman Islands0.02%
- 🇨🇾 Cyprus0.02%
- 🇮🇱 Israel0%
Dividends
Dividend Yield
0.46%
27 out of 60 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $PFE (6.48%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 GainersQtr | 0.11% | 1.02% | - |
 SharpTraders | 0.06% | 0.68% | - |
 SVT.L | 0.05% | 3.81% | $1.17 |
 PFE | 0.04% | 6.48% | $1.66 |
 IBM | 0.04% | 2.7% | $6.65 |
 01211.HK | 0.03% | 1.56% | $3.41 |
 GLW | 0.03% | 0.8% | $1.12 |
 TSM | 0.02% | 0.78% | $1.74 |
 WarrenBuffet-CF | 0.01% | 1.7% | - |
 Diabetes-Med | 0.01% | 1.42% | - |
 MMM | 0.01% | 1.86% | $5.21 |
 GoldWorldWide | 0.01% | 0.63% | - |
 AAPL | 0.01% | 0.4% | $0.97 |
 EuropeDefense | 0.01% | 0.89% | - |
 APH | 0.01% | 0.61% | $0.44 |
 MSFT | 0.01% | 0.86% | $3 |
 ASML | 0.01% | 0.54% | $5.57 |
 2318.HK | 0% | 4.38% | $2.63 |
 NVDA | 0% | 0.02% | $0.02 |
 BA.L | 0% | 1.62% | $0.3 |
 META | 0% | 0.32% | $1 |
 Rachelle1dog | 0% | 0.7% | - |
 GGB | 0% | -2.72% | $-0.22 |
 SDZNY | 0% | -0.47% | $-0.3 |
 SOLS | 0% | -0.1% | - |
 SCCO | 0% | -1.61% | $-3.76 |
 BAM | 0% | -3.91% | $-1.41 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 5.5/10
Beta
0.98
0.98
0
0.8
1.2
0
2
Sharpe Ratio
0.36
0.36
0
0.5
1
1.5
1.5
Sortino Ratio
0.61
0.61
0
1
2
3
3
Jensen's Alpha
7.94
7.94
-2
0
2
8
8
Omega Ratio
1.16
1.16
0
1
1.5
2.5
2.5
Treynor Ratio
1.54
1.54
0
0.75
1.25
2
2
Information Ratio
0.15
0.15
0
0.3
0.6
1
1
Calmar Ratio
0.1
0.1
0
0.3
0.6
1
1
Beta
0.98
0.98
0
0.8
1.2
0
2
Sharpe Ratio
0.36
0.36
0
0.5
1
1.5
1.5
Sortino Ratio
0.61
0.61
0
1
2
3
3
Jensen's Alpha
7.94
7.94
-2
0
2
8
8
Omega Ratio
1.16
1.16
0
1
1.5
2.5
2.5
Treynor Ratio
1.54
1.54
0
0.75
1.25
2
2
Information Ratio
0.15
0.15
0
0.3
0.6
1
1
Calmar Ratio
0.1
0.1
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
38.87
High:
TSLA
377.27TSLALow:
BATRK
-116.21BATRKDetails
PEG Ratio
79.16
High:
WAT
6,345.54WATLow:BATRK
-439.74BATRKDetails
Price/Book
15.13
High:
PLTR
49.59PLTRLow:
LLYVK
-17.48LLYVKDetails
Price/Sales
9.85
High:
LWLG
7,216.45LWLGLow:LLYVK
-LLYVKDetails
Price/CF
33.96
High:PLTR
214.31PLTRLow:2318.HK
1.242318.HKDetails
Price/FCF
69.47
High:BAM
438.83BAMLow:2318.HK
1.382318.HKDetails
P/E Ratio
38.87
High:TSLA
377.27TSLALow:BATRK
-116.21BATRKDetails
PEG Ratio
79.16
High:WAT
6,345.54WATLow:BATRK
-439.74BATRKDetails
Price/Book
15.13
High:PLTR
49.59PLTRLow:LLYVK
-17.48LLYVKDetails
Price/Sales
9.85
High:LWLG
7,216.45LWLGLow:LLYVK
-LLYVKDetails
Price/CF
33.96
High:PLTR
214.31PLTRLow:2318.HK
1.242318.HKDetails
Price/FCF
69.47
High:BAM
438.83BAMLow:2318.HK
1.382318.HKDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-83.25% | Jan 2018 | Aug 2020 | 31 |
-52.15% | Dec 2021 | Sep 2025 | 45 |
-16.57% | Sep 2020 | Nov 2020 | 2 |
-12.8% | Feb 2021 | Aug 2021 | 6 |
-9.09% | Nov 2025 | - | 5 |