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-1.18%
This Month
+12.08%
Year To Date
+41.33%
2 Years
+56.82%
5 Years
+164.62%
10 Years
+17.35%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services26.21%
- 💻 Electronic Technology11.76%
- 📊 ETFs10.87%
- 🪨 Non Energy Minerals7.92%
- 💵 Cash7.35%
- 🛠️ Producer Manufacturing5.7%
- 🍞 Consumer Non Durables5.64%
- 👥 Copy Trading4.78%
- ⛏️ Energy Minerals4.08%
- 🪙 Cryptocurrencies3.85%
- 🏥 Health Services3.41%
- 💇♀️ Consumer Services3.17%
- 🚚 Transportation2.85%
- 🛍️ Retail Trade2.3%
- 📡 Communications0.74%
- 🧩 Miscellaneous0.67%
- 🧪 Process Industries0.27%
- 🧬 Health Technology0.22%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq39.74%
- 🇺🇸 NYSE37.27%
- 🇭🇰 Hong Kong Exchanges10.46%
- 🌍 Digital Currency3.85%
- 🇬🇧 LSE0.67%
- 🇳🇱 Euronext Amsterdam0.17%
- 🇩🇪 Xetra ETFs0.17%
- 🌍 CFD0.1%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States43.67%
- 🇨🇳 China11.15%
- 🇨🇦 Canada7.92%
- 🇳🇱 Netherlands6.25%
- 🇳🇴 Norway3.74%
- 🇹🇼 Taiwan1.03%
- 🇮🇱 Israel0.27%
- 🇨🇭 Switzerland0.22%
Dividends
Dividend Yield
0.61%
17 out of 38 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $VZ (6.36%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 KO | 0.13% | 2.26% | $1.89 |
 BTG.US | 0.12% | 1.5% | $0.16 |
 EQNR | 0.1% | 2.55% | $1.02 |
 VZ | 0.05% | 6.36% | $2.66 |
 GOOGL | 0.04% | 0.25% | $0.2 |
 RICK | 0.04% | 1.18% | $0.24 |
 01211.HK | 0.03% | 0.57% | $3.41 |
 ASML | 0.03% | 0.47% | $5.57 |
 META | 0.02% | 0.3% | $1 |
 ICL | 0.01% | 4.23% | $0.21 |
 MSFT | 0.01% | 0.71% | $3 |
 PNL.NV | 0.01% | 4.9% | $0.09 |
 TSM | 0.01% | 0.75% | $1.74 |
 BABA | 0.01% | 0.96% | $0.98 |
 OXY | 0.01% | 1.66% | $0.8 |
 KenanAbel | 0% | 0.09% | - |
 9618.HK | 0% | 3.77% | $2.97 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
ASML | Ex-Dividend | Oct 28, 2026 | $3.17 |
VZ | Pay Day | Nov 2, 2026 | $0.71 |
EQNR | Ex-Dividend | Nov 14, 2026 | $0.39 |
MSFT | Ex-Dividend | Nov 20, 2026 | $0.91 |
ICL | Ex-Dividend | Dec 2, 2026 | $0.05 |
GOOGL | Ex-Dividend | Dec 4, 2026 | $0.22 |
OXY | Ex-Dividend | Dec 10, 2026 | $0.26 |
BTG.US | Ex-Dividend | Dec 10, 2026 | $0.02 |
KO | Ex-Dividend | Dec 15, 2026 | $0.53 |
 IS04.DE | Ex-Dividend | Dec 15, 2026 | $0.00 |
RICK | Ex-Dividend | Dec 15, 2026 | $0.08 |
TSM | Ex-Dividend | Dec 16, 2026 | $0.95 |
META | Ex-Dividend | Dec 21, 2026 | $0.53 |
 SPXL | Ex-Dividend | Dec 23, 2026 | $0.00 |
 TMF | Ex-Dividend | Dec 23, 2026 | $0.00 |
 TNA | Ex-Dividend | Dec 23, 2026 | $0.00 |
SPXL (KenanAbel) | Ex-Dividend | Dec 23, 2026 | $0.00 |
VZ | Ex-Dividend | Jan 9, 2027 | $0.71 |
9618.HK | Ex-Dividend | Apr 8, 2027 | $0.50 |
PNL.NV | Ex-Dividend | Apr 16, 2027 | $0.05 |
BABA | Ex-Dividend | Jun 11, 2027 | $1.05 |
01211.HK | Ex-Dividend | Jun 11, 2027 | $0.05 |
Performance Metrics
Score 6.3/10
Beta
1.06
1.06
0
0.8
1.2
0
2
Sharpe Ratio
0.65
0.65
0
0.5
1
1.5
1.5
Sortino Ratio
1.33
1.33
0
1
2
3
3
Jensen's Alpha
2.17
2.17
-2
0
2
4.5
4.5
Omega Ratio
1.2
1.2
0
1
1.5
2.5
2.5
Treynor Ratio
1.26
1.26
0
0.75
1.25
2
2
Information Ratio
0.16
0.16
0
0.3
0.6
1
1
Calmar Ratio
0.66
0.66
0
0.3
0.6
1
1
Beta
1.06
1.06
0
0.8
1.2
0
2
Sharpe Ratio
0.65
0.65
0
0.5
1
1.5
1.5
Sortino Ratio
1.33
1.33
0
1
2
3
3
Jensen's Alpha
2.17
2.17
-2
0
2
4.5
4.5
Omega Ratio
1.2
1.2
0
1
1.5
2.5
2.5
Treynor Ratio
1.26
1.26
0
0.75
1.25
2
2
Information Ratio
0.16
0.16
0
0.3
0.6
1
1
Calmar Ratio
0.66
0.66
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
19.62
High:ASML
57.84ASMLLow:RICK
-62.84RICKDetails
PEG Ratio
0.64
High:ASML
2.5ASMLLow:BTG.US
0.03BTG.USDetails
Price/Book
6.95
High:
RBLX
209.49RBLXLow:
TDOC
0.8TDOCDetails
Price/Sales
8.16
High:
CRSP
413.24CRSPLow:PNL.NV
0.13PNL.NVDetails
Price/CF
20.03
High:ASML
53.02ASMLLow:
OSCR
2.15OSCRDetails
Price/FCF
83.29
High:BABA
1,196.17BABALow:OSCR
2.17OSCRDetails
P/E Ratio
19.62
High:ASML
57.84ASMLLow:RICK
-62.84RICKDetails
PEG Ratio
0.64
High:ASML
2.5ASMLLow:BTG.US
0.03BTG.USDetails
Price/Book
6.95
High:RBLX
209.49RBLXLow:TDOC
0.8TDOCDetails
Price/Sales
8.16
High:CRSP
413.24CRSPLow:PNL.NV
0.13PNL.NVDetails
Price/CF
20.03
High:ASML
53.02ASMLLow:OSCR
2.15OSCRDetails
Price/FCF
83.29
High:BABA
1,196.17BABALow:OSCR
2.17OSCRDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-26.57% | Jan 2022 | May 2024 | 28 |
-20.07% | Sep 2020 | Apr 2021 | 7 |
-5.85% | Feb 2026 | Apr 2026 | 2 |
-5.29% | Sep 2021 | Oct 2021 | 1 |
-4.79% | Mar 2025 | Jun 2025 | 3 |
-3.15% | Jun 2026 | Aug 2026 | 2 |
-2.36% | Jul 2021 | Aug 2021 | 1 |
-2.2% | Oct 2025 | Jan 2026 | 3 |
-2.1% | Sep 2026 | - | 2 |
-0.82% | Nov 2021 | Dec 2021 | 1 |
-0.53% | Dec 2024 | Jan 2025 | 1 |
-0.39% | Oct 2024 | Nov 2024 | 1 |