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-1.57%
This Month
+14.54%
Year To Date
+52.97%
2 Years
+40.73%
5 Years
+63.1%
10 Years
+5.53%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading55.04%
- 🛍️ Retail Trade18.97%
- 🖥️ Technology Services9.5%
- 💰 Finance8.1%
- 💻 Electronic Technology7.82%
- 💵 Cash0.7%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq52.55%
- 🇺🇸 NYSE29.27%
- 🇩🇪 FRA7.27%
- 🇬🇧 LSE3.2%
- 🇫🇷 Euronext Paris1.11%
- 🌍 Digital Currency0.96%
- 🇭🇰 Hong Kong Exchanges0.88%
- 🇳🇱 Euronext Amsterdam0.64%
- 🇺🇸 Chicago Board Options Exchange0.47%
- 🇩🇰 Copenhagen Stock Exchange0.46%
- 🇸🇪 Stockholm Stock Exchange0.3%
- 🇦🇺 Sydney0.11%
- 🇪🇸 Bolsa De Madrid0.04%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States63.19%
- 🇩🇪 Germany7.35%
- 🇸🇬 Singapore5.3%
- 🇰🇾 Cayman Islands3.76%
- 🇺🇾 Uruguay3.59%
- 🇬🇧 United Kingdom2.99%
- 🇨🇳 China2.84%
- 🇫🇷 France1.11%
- 🇮🇱 Israel1%
- 🇳🇱 Netherlands0.92%
- 🇧🇷 Brazil0.55%
- 🇩🇰 Denmark0.46%
- 🇮🇪 Ireland0.42%
- 🇦🇺 Australia0.37%
- 🇸🇪 Sweden0.3%
- 🇨🇭 Switzerland0.25%
- 🇰🇷 South Korea0.24%
- 🇮🇹 Italy0.19%
- 🇹🇼 Taiwan0.09%
- 🇦🇹 Austria0.08%
- 🇪🇸 Spain0.04%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
0.49%
12 out of 18 instruments pay dividend.
12 dividend payments in the next 30 days.
Highest Dividend: Aganowak91 (1.5%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 Aganowak91 | 0.14% | 1.5% | - |
 Smudliczek | 0.11% | 1.44% | - |
 thomaspj | 0.08% | 0.85% | - |
 Social-Investor | 0.04% | 0.36% | - |
 MSFT | 0.02% | 0.66% | $3 |
 KLAC.RTH | 0.02% | 0.65% | $5.65 |
 Flaten | 0.02% | 0.21% | - |
 COST | 0.02% | 0.54% | $19.22 |
 NDI-FutureTech | 0.01% | 0.14% | - |
 GOOG | 0.01% | 0.32% | $0.2 |
 META | 0.01% | 0.36% | $1 |
 FTK.DE | 0.01% | 0.13% | $0.04 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 DELL (Social-Investor) | Ex-Dividend | Oct 21, 2025 | $0.52 |
DELL (Smudliczek) | Ex-Dividend | Oct 21, 2025 | $0.52 |
 CSCO (NDI-FutureTech) | Pay Day | Oct 22, 2025 | $0.41 |
 GE (Smudliczek) | Pay Day | Oct 27, 2025 | $0.36 |
 ASML.NV (Smudliczek) | Ex-Dividend | Oct 28, 2025 | $1.86 |
 MRVL (Social-Investor) | Pay Day | Oct 30, 2025 | $0.06 |
COST | Ex-Dividend | Oct 31, 2025 | $1.30 |
DELL (Social-Investor) | Pay Day | Oct 31, 2025 | $0.52 |
 JPM (Aganowak91) | Pay Day | Oct 31, 2025 | $1.50 |
COST (Aganowak91) | Ex-Dividend | Oct 31, 2025 | $1.30 |
JPM (thomaspj) | Pay Day | Oct 31, 2025 | $1.50 |
DELL (Smudliczek) | Pay Day | Oct 31, 2025 | $0.52 |
 C (Aganowak91) | Ex-Dividend | Nov 3, 2025 | $0.60 |
C (thomaspj) | Ex-Dividend | Nov 3, 2025 | $0.60 |
ASML.NV (Smudliczek) | Pay Day | Nov 6, 2025 | $1.86 |
 AXP (thomaspj) | Pay Day | Nov 10, 2025 | $0.82 |
COST | Pay Day | Nov 14, 2025 | $1.30 |
COST (Aganowak91) | Pay Day | Nov 14, 2025 | $1.30 |
 GD (Smudliczek) | Pay Day | Nov 14, 2025 | $1.50 |
MSFT | Ex-Dividend | Nov 20, 2025 | $0.91 |
MSFT (Social-Investor) | Ex-Dividend | Nov 20, 2025 | $0.91 |
MSFT (Aganowak91) | Ex-Dividend | Nov 20, 2025 | $0.91 |
MSFT (thomaspj) | Ex-Dividend | Nov 20, 2025 | $0.91 |
 AMAT.RTH (Smudliczek) | Ex-Dividend | Nov 20, 2025 | $0.46 |
C (Aganowak91) | Pay Day | Nov 26, 2025 | $0.60 |
C (thomaspj) | Pay Day | Nov 26, 2025 | $0.60 |
 LMT (Smudliczek) | Ex-Dividend | Dec 1, 2025 | $3.45 |
 MC.PA (Aganowak91) | Ex-Dividend | Dec 2, 2025 | $6.47 |
 GS (thomaspj) | Ex-Dividend | Dec 2, 2025 | $4.00 |
MC.PA (Smudliczek) | Ex-Dividend | Dec 2, 2025 | $6.47 |
MC.PA (Aganowak91) | Pay Day | Dec 4, 2025 | $6.47 |
MC.PA (Smudliczek) | Pay Day | Dec 4, 2025 | $6.47 |
MSFT | Pay Day | Dec 11, 2025 | $0.91 |
MSFT (Social-Investor) | Pay Day | Dec 11, 2025 | $0.91 |
MSFT (Aganowak91) | Pay Day | Dec 11, 2025 | $0.91 |
MSFT (thomaspj) | Pay Day | Dec 11, 2025 | $0.91 |
 TSM (NDI-FutureTech) | Ex-Dividend | Dec 11, 2025 | $0.84 |
AMAT.RTH (Smudliczek) | Pay Day | Dec 11, 2025 | $0.46 |
 WMT (Aganowak91) | Ex-Dividend | Dec 12, 2025 | $0.24 |
GS (thomaspj) | Pay Day | Dec 30, 2025 | $4.00 |
LMT (Smudliczek) | Pay Day | Dec 30, 2025 | $3.45 |
 BTI (Smudliczek) | Ex-Dividend | Dec 30, 2025 | $0.75 |
WMT (Aganowak91) | Pay Day | Jan 5, 2026 | $0.24 |
TSM (NDI-FutureTech) | Pay Day | Jan 8, 2026 | $0.84 |
BTI (Smudliczek) | Pay Day | Feb 9, 2026 | $0.75 |
Performance Metrics
Score 3.3/10
Beta
1.02
1.02
0
0.8
1.2
0
2
Sharpe Ratio
0.26
0.26
0
0.5
1
1.5
1.5
Sortino Ratio
0.4
0.4
0
1
2
3
3
Jensen's Alpha
-4.18
-4.18
-5
0
2
4.5
4.5
Omega Ratio
0.86
0.86
0
1
1.5
2.5
2.5
Treynor Ratio
0.62
0.62
0
0.75
1.25
2
2
Information Ratio
-0.16
-0.16
-1
0.3
0.6
1
1
Calmar Ratio
0.09
0.09
0
0.3
0.6
1
1
Beta
1.02
1.02
0
0.8
1.2
0
2
Sharpe Ratio
0.26
0.26
0
0.5
1
1.5
1.5
Sortino Ratio
0.4
0.4
0
1
2
3
3
Jensen's Alpha
-4.18
-4.18
-5
0
2
4.5
4.5
Omega Ratio
0.86
0.86
0
1
1.5
2.5
2.5
Treynor Ratio
0.62
0.62
0
0.75
1.25
2
2
Information Ratio
-0.16
-0.16
-1
0.3
0.6
1
1
Calmar Ratio
0.09
0.09
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
32.49
High:
SE
81.22SELow:
META
25.96METADetails
PEG Ratio
178.54
High:
ORLY
681.62ORLYLow:SE
12.11SEDetails
Price/Book
9.22
High:
KLAC.RTH
31.14KLAC.RTHLow:ORLY
-70.15ORLYDetails
Price/Sales
6.31
High:
ANET
22.88ANETLow:
COST
1.51COSTDetails
Price/CF
20.64
High:ANET
32.13ANETLow:
FTK.DE
1.77FTK.DEDetails
Price/FCF
57.06
High:
AMZN
175.86AMZNLow:FTK.DE
1.79FTK.DEDetails
P/E Ratio
32.49
High:SE
81.22SELow:META
25.96METADetails
PEG Ratio
178.54
High:ORLY
681.62ORLYLow:SE
12.11SEDetails
Price/Book
9.22
High:KLAC.RTH
31.14KLAC.RTHLow:ORLY
-70.15ORLYDetails
Price/Sales
6.31
High:ANET
22.88ANETLow:COST
1.51COSTDetails
Price/CF
20.64
High:ANET
32.13ANETLow:FTK.DE
1.77FTK.DEDetails
Price/FCF
57.06
High:AMZN
175.86AMZNLow:FTK.DE
1.79FTK.DEDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-61.82% | Feb 2018 | - | 93 |
-29.95% | Jun 2017 | Nov 2017 | 5 |
-6.01% | Feb 2017 | Apr 2017 | 2 |
-2.11% | Nov 2016 | Jan 2017 | 2 |