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-2.11%
This Month
-0.03%
Year To Date
+34.86%
2 Years
+75.05%
5 Years
+81.65%
10 Years
+14.19%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology25.85%
- 📊 ETFs24.61%
- 🖥️ Technology Services10.98%
- 💵 Cash10.52%
- 👥 Copy Trading8.11%
- 💰 Finance6.62%
- 🛠️ Producer Manufacturing3.8%
- 🚗 Consumer Durables3.33%
- 🪙 Cryptocurrencies3.11%
- 🛍️ Retail Trade0.98%
- 📡 Communications0.88%
- 📦 Distribution Services0.82%
- 🍞 Consumer Non Durables0.66%
- 💼 Commercial Services0.61%
- 🧬 Health Technology0.43%
- ⛏️ Energy Minerals0.38%
- 💇♀️ Consumer Services0.36%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE36.44%
- 🇺🇸 Nasdaq19.43%
- 🇬🇧 LSE15.26%
- 🇫🇷 Euronext Paris4.79%
- 🇭🇰 Hong Kong Exchanges4.61%
- 🇩🇪 FRA3.73%
- 🌍 Digital Currency3.13%
- 🇮🇹 Borsa Italiana1.84%
- 🇳🇱 Euronext Amsterdam0.89%
- 🇨🇭 SIX0.49%
- 🇸🇪 Stockholm Stock Exchange0.16%
- 🇪🇸 Bolsa De Madrid0.16%
- 🇳🇴 Oslo Stock Exchange0.14%
- 🇺🇸 Chicago Board Options Exchange0.01%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States33.94%
- 🇬🇧 United Kingdom8.97%
- 🇩🇪 Germany4.15%
- 🇫🇷 France4.04%
- 🇨🇳 China4.03%
- 🇭🇰 Hong Kong1.99%
- 🇮🇹 Italy1.84%
- 🇳🇱 Netherlands1.61%
- 🇮🇪 Ireland0.53%
- 🇨🇭 Switzerland0.49%
- 🇮🇱 Israel0.43%
- 🇯🇵 Japan0.21%
- 🇸🇪 Sweden0.16%
- 🇪🇸 Spain0.16%
- 🇳🇴 Norway0.14%
- 🇹🇼 Taiwan0.13%
- 🇨🇾 Cyprus0.1%
- 🇸🇬 Singapore0.07%
- 🇱🇺 Luxembourg0.05%
- 🇨🇦 Canada0.04%
- 🇰🇾 Cayman Islands0%
- 🇧🇷 Brazil0%
Dividends
Dividend Yield
0.61%
51 out of 106 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $RI.PA (6.38%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 IBM | 0.04% | 2.7% | $6.65 |
 00175.HK | 0.04% | 2.17% | $0.22 |
 RR.L | 0.04% | 0.7% | - |
 INGA.NV | 0.04% | 4.63% | $1.11 |
 DELL | 0.03% | 1.5% | $1.63 |
 T | 0.03% | 3.87% | $1.11 |
 EuropeDefense | 0.03% | 0.89% | - |
 ORCL | 0.03% | 1.31% | $1.6 |
 AM.PA | 0.02% | 1.4% | $3.37 |
 SREN.ZU | 0.02% | 4.83% | $6.22 |
 BMW.DE | 0.02% | 5.16% | $6 |
 01211.HK | 0.02% | 1.56% | $3.41 |
 BA.L | 0.02% | 1.62% | $0.3 |
 ACN | 0.01% | 2.98% | $4.99 |
 ChinaTech | 0.01% | 1.07% | - |
 SHEL | 0.01% | 3.5% | $2.7 |
 HO.PA | 0.01% | 1.54% | $3.4 |
 RHM.DE | 0.01% | 0.5% | $5.7 |
 AVGO | 0.01% | 0.71% | $19.7 |
 MSFT | 0.01% | 0.86% | $3 |
 LDO.MI | 0.01% | 0.87% | $0.28 |
 JNJ | 0.01% | 2.13% | $4.81 |
 EQIX | 0.01% | 2% | $16.19 |
 RI.PA | 0.01% | 6.38% | $4.7 |
 NOC | 0.01% | 1.23% | $7.67 |
 triangulacapital | 0.01% | 1.52% | - |
 Gserdan | 0.01% | 0.65% | - |
 V | 0.01% | 0.78% | $2.01 |
 AIR.PA | 0.01% | 1.11% | $1.8 |
 OR.PA | 0.01% | 1.91% | $6.6 |
 META | 0.01% | 0.32% | $1 |
 NKE | 0.01% | 2.75% | $1.45 |
 BAB.L | 0.01% | 0.5% | $0.02 |
 MA | 0% | 0.62% | $2.46 |
 SAP | 0% | 0.97% | $1.73 |
 AAPL | 0% | 0.4% | $0.97 |
 GOOG | 0% | 0.28% | $0.2 |
 2BSmart | 0% | 0.54% | - |
 AI-Revolution | 0% | 0.39% | - |
 WDC | 0% | 0.17% | - |
 NTDOY | 0% | 0.99% | $0.24 |
 OMC | 0% | 3.54% | $2.8 |
 CMCSA | 0% | 4.14% | $1.2 |
 VRT | 0% | 0.07% | $0.06 |
 NVDA | 0% | 0.02% | $0.02 |
 MTCH | 0% | 2.52% | - |
 DIS | 0% | 1.46% | $0.75 |
 FOXA | 0% | 0.96% | $0.52 |
 eddyb123 | 0% | 0.05% | - |
 GOOGL | 0% | 0.28% | $0.2 |
 ITUB | 0% | -0.98% | $-0.15 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 5.5/10
Beta
0.89
0.89
0
0.8
1.2
0
2
Sharpe Ratio
0.68
0.68
0
0.5
1
1.5
1.5
Sortino Ratio
1.06
1.06
0
1
2
3
3
Jensen's Alpha
1.27
1.27
-2
0
2
4.5
4.5
Omega Ratio
1.01
1.01
0
1
1.5
2.5
2.5
Treynor Ratio
0.96
0.96
0
0.75
1.25
2
2
Information Ratio
0.02
0.02
0
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
0.68
0.68
0
0.5
1
1.5
1.5
Sortino Ratio
1.06
1.06
0
1
2
3
3
Jensen's Alpha
1.27
1.27
-2
0
2
4.5
4.5
Omega Ratio
1.01
1.01
0
1
1.5
2.5
2.5
Treynor Ratio
0.96
0.96
0
0.75
1.25
2
2
Information Ratio
0.02
0.02
0
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
28.74
High:
HUBS
320.22HUBSLow:
03690.HK
-199.4203690.HKDetails
PEG Ratio
125.93
High:ACN
1,453.08ACNLow:
QXO
-209.64QXODetails
Price/Book
7.2
High:
APP
76.52APPLow:DELL
-37.45DELLDetails
Price/Sales
6.72
High:
SMR
126.87SMRLow:
KD
0.2KDDetails
Price/CF
25.28
High:
BA
163.87BALow:
CHTR
1.67CHTRDetails
Price/FCF
53.27
High:RHM.DE
5,198.92RHM.DELow:00175.HK
4.4400175.HKDetails
P/E Ratio
28.74
High:HUBS
320.22HUBSLow:03690.HK
-199.4203690.HKDetails
PEG Ratio
125.93
High:ACN
1,453.08ACNLow:QXO
-209.64QXODetails
Price/Book
7.2
High:APP
76.52APPLow:DELL
-37.45DELLDetails
Price/Sales
6.72
High:SMR
126.87SMRLow:KD
0.2KDDetails
Price/CF
25.28
High:BA
163.87BALow:CHTR
1.67CHTRDetails
Price/FCF
53.27
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 | - | 5 |
-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 |