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+0.01%
Today
-2.59%
This Month
-10.5%
Year To Date
+20.02%
2 Years
+44.93%
5 Years
+2.87%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🛍️ Retail Trade22.06%
- 👥 Copy Trading16.63%
- 🖥️ Technology Services15.21%
- 💵 Cash13.97%
- 💰 Finance12.28%
- 💻 Electronic Technology7.23%
- 💇♀️ Consumer Services4.44%
- 🛠️ Producer Manufacturing4.22%
- 🧬 Health Technology2.34%
- 💼 Commercial Services1.77%
- 🪨 Non Energy Minerals0.7%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq50.93%
- 🇺🇸 NYSE26.23%
- 🇳🇱 Euronext Amsterdam3.25%
- 🇩🇪 FRA3.19%
- 🇬🇧 LSE2.14%
- 🇫🇷 Euronext Paris0.5%
- 🌍 Digital Currency0.43%
- 🇩🇰 Copenhagen Stock Exchange0.21%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States61.79%
- 🇺🇾 Uruguay4.13%
- 🇸🇬 Singapore3.84%
- 🇳🇱 Netherlands3.35%
- 🇩🇪 Germany3.31%
- 🇰🇾 Cayman Islands2.88%
- 🇬🇧 United Kingdom2.14%
- 🇮🇱 Israel1.88%
- 🇨🇦 Canada0.85%
- 🇫🇷 France0.5%
- 🇨🇳 China0.49%
- 🇧🇷 Brazil0.23%
- 🇩🇰 Denmark0.21%
- 🇮🇪 Ireland0.14%
- 🇨🇭 Switzerland0.08%
Dividends
Dividend Yield
0.35%
15 out of 28 instruments pay dividend.
12 dividend payments in the next 30 days.
Highest Dividend: Aganowak91 (1.64%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 Aganowak91 | 0.09% | 1.64% | - |
 KLAC | 0.04% | 0.99% | $5.65 |
 MSFT | 0.03% | 0.88% | $3 |
 Social-Investor | 0.03% | 0.5% | - |
 COST | 0.02% | 0.48% | $19.22 |
 ASM.NV | 0.02% | 0.76% | $2.75 |
 WMT | 0.02% | 1.01% | $0.81 |
 GOOG | 0.02% | 0.52% | $0.2 |
 MA | 0.02% | 0.55% | $2.46 |
 Onegirl | 0.02% | 0.29% | - |
 CTAS | 0.01% | 0.76% | $5.4 |
 TW | 0.01% | 0.31% | $0.38 |
 FTK.DE | 0.01% | 0.2% | $0.04 |
 META | 0.01% | 0.4% | $1 |
 CCJ | 0% | 0.27% | $0.09 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 DELL (Social-Investor) | Ex-Dividend | Apr 22, 2025 | $0.52 |
 QQQ (Onegirl) | Pay Day | Apr 24, 2025 | $- |
 MC.PA (Aganowak91) | Ex-Dividend | Apr 24, 2025 | $8.54 |
 ASML.NV (Aganowak91) | Ex-Dividend | Apr 25, 2025 | $2.10 |
 ASML (Social-Investor) | Ex-Dividend | Apr 28, 2025 | $1.92 |
MC.PA (Aganowak91) | Pay Day | Apr 28, 2025 | $8.54 |
 JD.US (Social-Investor) | Pay Day | Apr 29, 2025 | $1.00 |
 JPM (Aganowak91) | Pay Day | Apr 30, 2025 | $1.40 |
 MRVL (Social-Investor) | Pay Day | May 1, 2025 | $0.06 |
COST | Ex-Dividend | May 2, 2025 | $1.30 |
DELL (Social-Investor) | Pay Day | May 2, 2025 | $0.52 |
COST (Aganowak91) | Ex-Dividend | May 2, 2025 | $1.30 |
ASML (Social-Investor) | Pay Day | May 6, 2025 | $1.92 |
ASML.NV (Aganowak91) | Pay Day | May 6, 2025 | $2.10 |
 DE (Aganowak91) | Pay Day | May 8, 2025 | $1.62 |
WMT | Ex-Dividend | May 9, 2025 | $0.24 |
MA | Pay Day | May 9, 2025 | $0.76 |
WMT (Aganowak91) | Ex-Dividend | May 9, 2025 | $0.24 |
MSFT | Ex-Dividend | May 15, 2025 | $0.83 |
CTAS | Ex-Dividend | May 15, 2025 | $0.39 |
MSFT (Social-Investor) | Ex-Dividend | May 15, 2025 | $0.83 |
MSFT (Onegirl) | Ex-Dividend | May 15, 2025 | $0.83 |
MSFT (Aganowak91) | Ex-Dividend | May 15, 2025 | $0.83 |
COST | Pay Day | May 16, 2025 | $1.30 |
COST (Aganowak91) | Pay Day | May 16, 2025 | $1.30 |
WMT | Pay Day | May 27, 2025 | $0.24 |
WMT (Aganowak91) | Pay Day | May 27, 2025 | $0.24 |
MSFT | Pay Day | Jun 12, 2025 | $0.83 |
MSFT (Social-Investor) | Pay Day | Jun 12, 2025 | $0.83 |
MSFT (Onegirl) | Pay Day | Jun 12, 2025 | $0.83 |
MSFT (Aganowak91) | Pay Day | Jun 12, 2025 | $0.83 |
CTAS | Pay Day | Jun 13, 2025 | $0.39 |
 DIS (Social-Investor) | Ex-Dividend | Jun 24, 2025 | $0.50 |
DIS (Social-Investor) | Pay Day | Jul 23, 2025 | $0.50 |
Performance Metrics
Score 3.1/10
Beta
1.02
1.02
0
0.8
1.2
0
2
Sharpe Ratio
0.18
0.18
0
0.5
1
1.5
1.5
Sortino Ratio
0.28
0.28
0
1
2
3
3
Jensen's Alpha
-4.95
-4.95
-5
0
2
4.5
4.5
Omega Ratio
0.84
0.84
0
1
1.5
2.5
2.5
Treynor Ratio
0.45
0.45
0
0.75
1.25
2
2
Information Ratio
-0.19
-0.19
-1
0.3
0.6
1
1
Calmar Ratio
0.05
0.05
0
0.3
0.6
1
1
Beta
1.02
1.02
0
0.8
1.2
0
2
Sharpe Ratio
0.18
0.18
0
0.5
1
1.5
1.5
Sortino Ratio
0.28
0.28
0
1
2
3
3
Jensen's Alpha
-4.95
-4.95
-5
0
2
4.5
4.5
Omega Ratio
0.84
0.84
0
1
1.5
2.5
2.5
Treynor Ratio
0.45
0.45
0
0.75
1.25
2
2
Information Ratio
-0.19
-0.19
-1
0.3
0.6
1
1
Calmar Ratio
0.05
0.05
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
28.58
High:
SE
161.9SELow:
CYBR
-165.02CYBRDetails
PEG Ratio
158.58
High:
ORLY
634.09ORLYLow:
APP
14.94APPDetails
Price/Book
8.06
High:APP
74.33APPLow:ORLY
-58.32ORLYDetails
Price/Sales
4.28
High:
SMR
38.62SMRLow:
WMT
1.11WMTDetails
Price/CF
22.22
High:
ISRG
78.65ISRGLow:
FTK.DE
1.81FTK.DEDetails
Price/FCF
50
High:ISRG
145.68ISRGLow:FTK.DE
1.85FTK.DEDetails
P/E Ratio
28.58
High:SE
161.9SELow:CYBR
-165.02CYBRDetails
PEG Ratio
158.58
High:ORLY
634.09ORLYLow:APP
14.94APPDetails
Price/Book
8.06
High:APP
74.33APPLow:ORLY
-58.32ORLYDetails
Price/Sales
4.28
High:SMR
38.62SMRLow:WMT
1.11WMTDetails
Price/CF
22.22
High:ISRG
78.65ISRGLow:FTK.DE
1.81FTK.DEDetails
Price/FCF
50
High:ISRG
145.68ISRGLow:FTK.DE
1.85FTK.DEDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-61.82% | Feb 2018 | - | 87 |
-29.95% | Jun 2017 | Nov 2017 | 5 |
-6.01% | Feb 2017 | Apr 2017 | 2 |
-2.11% | Nov 2016 | Jan 2017 | 2 |