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-0.31%
This Month
+10.33%
Year To Date
+41.99%
2 Years
+41.55%
5 Years
+57.11%
10 Years
+5.15%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading43.33%
- 🛍️ Retail Trade18.63%
- 🖥️ Technology Services13.01%
- 💵 Cash8.76%
- 💰 Finance7.53%
- 💻 Electronic Technology7.48%
- 💇♀️ Consumer Services1.66%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq54.28%
- 🇺🇸 NYSE23.4%
- 🇩🇪 FRA5.44%
- 🇬🇧 LSE2.02%
- 🌍 Digital Currency0.98%
- 🇫🇷 Euronext Paris0.73%
- 🇺🇸 Chicago Board Options Exchange0.5%
- 🇩🇰 Copenhagen Stock Exchange0.28%
- 🇸🇪 Stockholm Stock Exchange0.25%
- 🇳🇱 Euronext Amsterdam0.19%
- 🇭🇰 Hong Kong Exchanges0.18%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States57.66%
- 🇩🇪 Germany5.59%
- 🇸🇬 Singapore4.82%
- 🇰🇾 Cayman Islands3.71%
- 🇬🇧 United Kingdom3.53%
- 🇺🇾 Uruguay3.3%
- 🇨🇳 China3.16%
- 🇮🇱 Israel1.02%
- 🇫🇷 France0.73%
- 🇮🇪 Ireland0.52%
- 🇧🇷 Brazil0.5%
- 🇳🇱 Netherlands0.38%
- 🇩🇰 Denmark0.28%
- 🇸🇪 Sweden0.25%
- 🇮🇹 Italy0.18%
- 🇦🇺 Australia0.13%
- 🇨🇭 Switzerland0.12%
- 🇹🇼 Taiwan0.07%
Dividends
Dividend Yield
0.38%
13 out of 21 instruments pay dividend.
23 dividend payments in the next 30 days.
Highest Dividend: $MRX (1.62%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 Aganowak91 | 0.12% | 1.44% | - |
 thomaspj | 0.04% | 0.51% | - |
 Social-Investor | 0.04% | 0.39% | - |
 KLAC | 0.03% | 0.85% | $5.65 |
 Flaten | 0.03% | 0.32% | - |
 MRX | 0.02% | 1.62% | - |
 MSFT | 0.02% | 0.66% | $3 |
 COST | 0.02% | 0.52% | $19.22 |
 NDI-FutureTech | 0.01% | 0.16% | - |
 CTAS | 0.01% | 0.79% | $5.4 |
 GOOG | 0.01% | 0.36% | $0.2 |
 FTK.DE | 0.01% | 0.15% | $0.04 |
 META | 0.01% | 0.27% | $1 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
GOOG | Ex-Dividend | Sep 8, 2025 | $0.21 |
GOOG (Social-Investor) | Ex-Dividend | Sep 8, 2025 | $0.21 |
GOOG (Aganowak91) | Ex-Dividend | Sep 8, 2025 | $0.21 |
GOOG (thomaspj) | Ex-Dividend | Sep 8, 2025 | $0.21 |
 GOOGL (Flaten) | Ex-Dividend | Sep 8, 2025 | $0.21 |
 LLY (Aganowak91) | Pay Day | Sep 10, 2025 | $1.50 |
MSFT | Pay Day | Sep 11, 2025 | $0.83 |
MRX | Pay Day | Sep 11, 2025 | $0.15 |
MSFT (Social-Investor) | Pay Day | Sep 11, 2025 | $0.83 |
MSFT (Aganowak91) | Pay Day | Sep 11, 2025 | $0.83 |
 NVDA (Aganowak91) | Ex-Dividend | Sep 11, 2025 | $0.01 |
MSFT (thomaspj) | Pay Day | Sep 11, 2025 | $0.83 |
NVDA (thomaspj) | Ex-Dividend | Sep 11, 2025 | $0.01 |
NVDA (NDI-FutureTech) | Ex-Dividend | Sep 11, 2025 | $0.01 |
GOOG | Pay Day | Sep 15, 2025 | $0.21 |
CTAS | Pay Day | Sep 15, 2025 | $0.45 |
GOOG (Social-Investor) | Pay Day | Sep 15, 2025 | $0.21 |
 VRT (Social-Investor) | Ex-Dividend | Sep 15, 2025 | $0.04 |
GOOG (Aganowak91) | Pay Day | Sep 15, 2025 | $0.21 |
 KO (Aganowak91) | Ex-Dividend | Sep 15, 2025 | $0.51 |
 UNH (Aganowak91) | Ex-Dividend | Sep 15, 2025 | $2.21 |
GOOG (thomaspj) | Pay Day | Sep 15, 2025 | $0.21 |
 LDOS (Flaten) | Ex-Dividend | Sep 15, 2025 | $0.40 |
GOOGL (Flaten) | Pay Day | Sep 15, 2025 | $0.21 |
 TSM (NDI-FutureTech) | Ex-Dividend | Sep 16, 2025 | $0.82 |
 HPE (Social-Investor) | Ex-Dividend | Sep 18, 2025 | $0.13 |
UNH (Aganowak91) | Pay Day | Sep 23, 2025 | $2.21 |
 LRCX (NDI-FutureTech) | Ex-Dividend | Sep 24, 2025 | $0.26 |
VRT (Social-Investor) | Pay Day | Sep 25, 2025 | $0.04 |
 QCOM (NDI-FutureTech) | Pay Day | Sep 25, 2025 | $0.89 |
 PBR (Aganowak91) | Pay Day | Sep 29, 2025 | $0.11 |
 GS (thomaspj) | Pay Day | Sep 29, 2025 | $4.00 |
LDOS (Flaten) | Pay Day | Sep 30, 2025 | $0.40 |
 NKE (Social-Investor) | Pay Day | Oct 1, 2025 | $0.40 |
KO (Aganowak91) | Pay Day | Oct 1, 2025 | $0.51 |
 PWR (NDI-FutureTech) | Ex-Dividend | Oct 1, 2025 | $0.10 |
NVDA (Aganowak91) | Pay Day | Oct 2, 2025 | $0.01 |
NVDA (thomaspj) | Pay Day | Oct 2, 2025 | $0.01 |
NVDA (NDI-FutureTech) | Pay Day | Oct 2, 2025 | $0.01 |
 CSCO (NDI-FutureTech) | Ex-Dividend | Oct 3, 2025 | $0.41 |
TSM (NDI-FutureTech) | Pay Day | Oct 9, 2025 | $0.82 |
PWR (NDI-FutureTech) | Pay Day | Oct 10, 2025 | $0.10 |
LRCX (NDI-FutureTech) | Pay Day | Oct 15, 2025 | $0.26 |
HPE (Social-Investor) | Pay Day | Oct 17, 2025 | $0.13 |
CSCO (NDI-FutureTech) | Pay Day | Oct 22, 2025 | $0.41 |
 MC.PA (Aganowak91) | Ex-Dividend | Dec 2, 2025 | $6.47 |
MC.PA (Aganowak91) | Pay Day | Dec 4, 2025 | $6.47 |
 WMT (Aganowak91) | Ex-Dividend | Dec 12, 2025 | $0.24 |
WMT (Aganowak91) | Pay Day | Jan 5, 2026 | $0.24 |
Performance Metrics
Score 3.2/10
Beta
1.02
1.02
0
0.8
1.2
0
2
Sharpe Ratio
0.24
0.24
0
0.5
1
1.5
1.5
Sortino Ratio
0.38
0.38
0
1
2
3
3
Jensen's Alpha
-4.4
-4.4
-5
0
2
4.5
4.5
Omega Ratio
0.85
0.85
0
1
1.5
2.5
2.5
Treynor Ratio
0.59
0.59
0
0.75
1.25
2
2
Information Ratio
-0.17
-0.17
-1
0.3
0.6
1
1
Calmar Ratio
0.08
0.08
0
0.3
0.6
1
1
Beta
1.02
1.02
0
0.8
1.2
0
2
Sharpe Ratio
0.24
0.24
0
0.5
1
1.5
1.5
Sortino Ratio
0.38
0.38
0
1
2
3
3
Jensen's Alpha
-4.4
-4.4
-5
0
2
4.5
4.5
Omega Ratio
0.85
0.85
0
1
1.5
2.5
2.5
Treynor Ratio
0.59
0.59
0
0.75
1.25
2
2
Information Ratio
-0.17
-0.17
-1
0.3
0.6
1
1
Calmar Ratio
0.08
0.08
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
32.44
High:
GDS
2,355.86GDSLow:
MRX
12.48MRXDetails
PEG Ratio
285.9
High:GDS
2,276.01GDSLow:
PSN.US
3.57PSN.USDetails
Price/Book
9.08
High:
KLAC
23.74KLACLow:
ORLY
-71.7ORLYDetails
Price/Sales
6.06
High:
ANET
21.96ANETLow:MRX
0.97MRXDetails
Price/CF
20.94
High:
CTAS
42.84CTASLow:
FTK.DE
1.77FTK.DEDetails
Price/FCF
60.29
High:
AMZN
175.86AMZNLow:FTK.DE
1.79FTK.DEDetails
P/E Ratio
32.44
High:GDS
2,355.86GDSLow:MRX
12.48MRXDetails
PEG Ratio
285.9
High:GDS
2,276.01GDSLow:PSN.US
3.57PSN.USDetails
Price/Book
9.08
High:KLAC
23.74KLACLow:ORLY
-71.7ORLYDetails
Price/Sales
6.06
High:ANET
21.96ANETLow:MRX
0.97MRXDetails
Price/CF
20.94
High:CTAS
42.84CTASLow:FTK.DE
1.77FTK.DEDetails
Price/FCF
60.29
High:AMZN
175.86AMZNLow:FTK.DE
1.79FTK.DEDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-61.82% | Feb 2018 | - | 92 |
-29.95% | Jun 2017 | Nov 2017 | 5 |
-6.01% | Feb 2017 | Apr 2017 | 2 |
-2.11% | Nov 2016 | Jan 2017 | 2 |