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+3.5%
This Month
+3.5%
Year To Date
+52.9%
2 Years
+88.07%
5 Years
+88.07%
10 Years
+15.69%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs32.98%
- 💻 Electronic Technology25.93%
- 🖥️ Technology Services10.46%
- 👥 Copy Trading8.41%
- 💰 Finance6.3%
- 🪙 Cryptocurrencies4.02%
- 🚗 Consumer Durables3.28%
- 💵 Cash2.5%
- 🛠️ Producer Manufacturing2.31%
- 🛍️ Retail Trade1.06%
- 🏥 Health Services0.99%
- 📡 Communications0.69%
- 🍞 Consumer Non Durables0.67%
- 🧬 Health Technology0.38%
- 💇♀️ Consumer Services0.35%
- ⛏️ Energy Minerals0.31%
- 💼 Commercial Services0.03%
- ❓ Other0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE42.82%
- 🇺🇸 Nasdaq18.96%
- 🇬🇧 LSE14.83%
- 🇫🇷 Euronext Paris5.05%
- 🇭🇰 Hong Kong Exchanges4.63%
- 🇩🇪 FRA4.06%
- 🌍 Digital Currency4.03%
- 🇮🇹 Borsa Italiana1.8%
- 🇳🇱 Euronext Amsterdam0.91%
- 🇨🇭 SIX0.45%
- 🇸🇪 Stockholm Stock Exchange0.17%
- 🇪🇸 Bolsa De Madrid0.15%
- 🇳🇴 Oslo Stock Exchange0.14%
- 🇦🇪 Dubai Financial Market0.03%
- 🇺🇸 Chicago Board Options Exchange0.01%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States31.15%
- 🇬🇧 United Kingdom8.63%
- 🇩🇪 Germany4.52%
- 🇫🇷 France4.2%
- 🇨🇳 China4.14%
- 🇭🇰 Hong Kong1.93%
- 🇮🇹 Italy1.8%
- 🇳🇱 Netherlands1.75%
- 🇮🇪 Ireland0.64%
- 🇨🇭 Switzerland0.45%
- 🇮🇱 Israel0.44%
- 🇯🇵 Japan0.25%
- 🇸🇪 Sweden0.17%
- 🇪🇸 Spain0.15%
- 🇳🇴 Norway0.14%
- 🇹🇼 Taiwan0.12%
- 🇨🇾 Cyprus0.09%
- 🇸🇬 Singapore0.08%
- 🇨🇦 Canada0.04%
- 🇧🇷 Brazil0.04%
- 🇱🇺 Luxembourg0.04%
- 🇰🇾 Cayman Islands0%
Dividends
Dividend Yield
0.64%
52 out of 103 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $RI.PA (6.25%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 DELL | 0.05% | 1.83% | $1.63 |
 RR.L | 0.05% | 0.85% | - |
 IBM | 0.04% | 2.27% | $6.65 |
 00175.HK | 0.04% | 1.99% | $0.22 |
 INGA.NV | 0.04% | 4.33% | $1.11 |
 T | 0.03% | 4.72% | $1.11 |
 EuropeDefense | 0.03% | 0.81% | - |
 UNH | 0.02% | 2.51% | $7.74 |
 AM.PA | 0.02% | 1.44% | $3.37 |
 BMW.DE | 0.02% | 4.91% | $6 |
 SREN.ZU | 0.02% | 4.91% | $6.22 |
 triangulacapital | 0.02% | 3.73% | - |
 01211.HK | 0.02% | 1.47% | $3.41 |
 BA.L | 0.02% | 1.71% | $0.3 |
 ORCL | 0.02% | 1.1% | $1.6 |
 HO.PA | 0.01% | 1.49% | $3.4 |
 ACN | 0.01% | 2.24% | $4.99 |
 ChinaTech | 0.01% | 0.92% | - |
 RHM.DE | 0.01% | 0.45% | $5.7 |
 SHEL | 0.01% | 3.89% | $2.7 |
 AVGO | 0.01% | 0.74% | $19.7 |
 MSFT | 0.01% | 0.75% | $3 |
 LDO.MI | 0.01% | 0.92% | $0.28 |
 JNJ | 0.01% | 2.35% | $4.81 |
 EQIX | 0.01% | 2.36% | $16.19 |
 Gserdan | 0.01% | 0.67% | - |
 RI.PA | 0.01% | 6.25% | $4.7 |
 NOC | 0.01% | 1.35% | $7.67 |
 V | 0.01% | 0.75% | $2.01 |
 AIR.PA | 0.01% | 0.98% | $1.8 |
 OR.PA | 0.01% | 1.82% | $6.6 |
 NKE | 0.01% | 2.47% | $1.45 |
 BAB.L | 0.01% | 0.48% | $0.02 |
 META | 0% | 0.32% | $1 |
 MA | 0% | 0.6% | $2.46 |
 AAPL | 0% | 0.41% | $0.97 |
 SAP | 0% | 0.81% | $1.73 |
 GOOG | 0% | 0.25% | $0.2 |
 AI-Revolution | 0% | 0.36% | - |
 2BSmart | 0% | 0.51% | - |
 NTDOY | 0% | 0.83% | $0.24 |
 WDC | 0% | 0.13% | - |
 CMCSA | 0% | 4.49% | $1.2 |
 OMC | 0% | 3.63% | $2.8 |
 VRT | 0% | 0.1% | $0.06 |
 NVDA | 0% | 0.02% | $0.02 |
 MTCH | 0% | 2.42% | - |
 DIS | 0% | 1.34% | $0.75 |
 FOXA | 0% | 0.75% | $0.52 |
 eddyb123 | 0% | 0.05% | - |
 GOOGL | 0% | 0.25% | $0.2 |
 ITUB | 0% | -0.4% | $-0.15 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 5.4/10
Beta
0.89
0.89
0
0.8
1.2
0
2
Sharpe Ratio
0.67
0.67
0
0.5
1
1.5
1.5
Sortino Ratio
1.05
1.05
0
1
2
3
3
Jensen's Alpha
0.92
0.92
-2
0
2
4.5
4.5
Omega Ratio
0.98
0.98
0
1
1.5
2.5
2.5
Treynor Ratio
0.96
0.96
0
0.75
1.25
2
2
Information Ratio
-0.03
-0.03
-1
0.3
0.6
1
1
Calmar Ratio
0.48
0.48
0
0.3
0.6
1
1
Beta
0.89
0.89
0
0.8
1.2
0
2
Sharpe Ratio
0.67
0.67
0
0.5
1
1.5
1.5
Sortino Ratio
1.05
1.05
0
1
2
3
3
Jensen's Alpha
0.92
0.92
-2
0
2
4.5
4.5
Omega Ratio
0.98
0.98
0
1
1.5
2.5
2.5
Treynor Ratio
0.96
0.96
0
0.75
1.25
2
2
Information Ratio
-0.03
-0.03
-1
0.3
0.6
1
1
Calmar Ratio
0.48
0.48
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
32.2
High:
UPST
198.81UPSTLow:
HUBS
-4,644.32HUBSDetails
PEG Ratio
532.67
High:SHEL
52,746.48SHELLow:HUBS
-6,165.77HUBSDetails
Price/Book
8.07
High:
APP
120.45APPLow:MTCH
-33.17MTCHDetails
Price/Sales
6.71
High:APP
32.39APPLow:
KD
0.38KDDetails
Price/CF
27.02
High:
CYBR
111.42CYBRLow:
CHTR
2.38CHTRDetails
Price/FCF
56.41
High:RHM.DE
5,198.92RHM.DELow:00175.HK
4.4400175.HKDetails
P/E Ratio
32.2
High:UPST
198.81UPSTLow:HUBS
-4,644.32HUBSDetails
PEG Ratio
532.67
High:SHEL
52,746.48SHELLow:HUBS
-6,165.77HUBSDetails
Price/Book
8.07
High:APP
120.45APPLow:MTCH
-33.17MTCHDetails
Price/Sales
6.71
High:APP
32.39APPLow:KD
0.38KDDetails
Price/CF
27.02
High:CYBR
111.42CYBRLow:CHTR
2.38CHTRDetails
Price/FCF
56.41
High:RHM.DE
5,198.92RHM.DELow:00175.HK
4.4400175.HKDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-27.57% | Nov 2021 | Feb 2024 | 27 |
-6% | Feb 2025 | May 2025 | 3 |
-5.16% | Nov 2025 | - | 3 |
-4.48% | Apr 2024 | May 2024 | 1 |
-1.9% | Sep 2021 | Oct 2021 | 1 |
-0.75% | Dec 2024 | Jan 2025 | 1 |
-0.34% | Jul 2024 | Aug 2024 | 1 |