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-0.7%
This Month
+12.35%
Year To Date
+59.52%
2 Years
+100.8%
5 Years
+193.88%
10 Years
+16.03%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💰 Finance38.96%
- 💻 Electronic Technology18.75%
- 🪙 Cryptocurrencies15.31%
- 🧬 Health Technology13.72%
- 👥 Copy Trading5.35%
- 🖥️ Technology Services2.86%
- 🛍️ Retail Trade2.26%
- 💇♀️ Consumer Services1.56%
- 🍞 Consumer Non Durables0.93%
- 💵 Cash0.38%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE56.69%
- 🇺🇸 Nasdaq21.08%
- 🌍 Digital Currency15.31%
- 🇩🇪 Xetra ETFs3.35%
- 🇬🇧 LSE1.81%
- 🇫🇷 Euronext Paris1.27%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States70.73%
- 🇨🇳 China3.05%
- 🇹🇼 Taiwan2.1%
- 🇯🇵 Japan1.89%
- 🇫🇷 France1.27%
Dividends
Dividend Yield
2.38%
20 out of 32 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $APLE (7.92%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 SPG | 0.56% | 4.7% | $7.75 |
 MAIN | 0.35% | 4.9% | $2.85 |
 O | 0.31% | 5.58% | $3.09 |
 ABBV | 0.28% | 2.98% | $6.06 |
 DLR | 0.16% | 3.18% | $4.88 |
 STAG | 0.13% | 3.95% | $1.47 |
 APLE | 0.13% | 7.92% | $0.96 |
 LTC.US | 0.11% | 6.57% | $2.28 |
 VTRS | 0.09% | 4.12% | $0.48 |
 COV.PA | 0.06% | 4.6% | $3.3 |
 KIM | 0.04% | 5.01% | $0.95 |
 QCOM | 0.04% | 1.97% | $3.25 |
 KO | 0.03% | 2.89% | $1.89 |
 TSM | 0.02% | 0.91% | $1.74 |
 ADC | 0.02% | 4.26% | $2.96 |
 BABA | 0.01% | 0.66% | $0.98 |
 RTX | 0.01% | 1.49% | $2.44 |
 DIS | 0.01% | 0.9% | $0.75 |
 MSFT | 0.01% | 0.73% | $3 |
 SONY | 0.01% | 0.39% | $0.49 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
TSM | Pay Day | Jan 8, 2026 | $0.84 |
Performance Metrics
Score 5.9/10
Beta
1.11
1.11
0
0.8
1.2
0
2
Sharpe Ratio
0.56
0.56
0
0.5
1
1.5
1.5
Sortino Ratio
0.9
0.9
0
1
2
3
3
Jensen's Alpha
3.47
3.47
-2
0
2
4.5
4.5
Omega Ratio
1.25
1.25
0
1
1.5
2.5
2.5
Treynor Ratio
1.12
1.12
0
0.75
1.25
2
2
Information Ratio
0.23
0.23
0
0.3
0.6
1
1
Calmar Ratio
0.48
0.48
0
0.3
0.6
1
1
Beta
1.11
1.11
0
0.8
1.2
0
2
Sharpe Ratio
0.56
0.56
0
0.5
1
1.5
1.5
Sortino Ratio
0.9
0.9
0
1
2
3
3
Jensen's Alpha
3.47
3.47
-2
0
2
4.5
4.5
Omega Ratio
1.25
1.25
0
1
1.5
2.5
2.5
Treynor Ratio
1.12
1.12
0
0.75
1.25
2
2
Information Ratio
0.23
0.23
0
0.3
0.6
1
1
Calmar Ratio
0.48
0.48
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
43
High:
INTC
3,566.98INTCLow:
CRSR
-18.6CRSRDetails
PEG Ratio
556.93
High:INTC
3,553.58INTCLow:CRSR
-29.45CRSRDetails
Price/Book
6.79
High:
SPG
25.74SPGLow:
ABBV
-149.39ABBVDetails
Price/Sales
7.01
High:
TSM
13.09TSMLow:CRSR
0.45CRSRDetails
Price/CF
21.24
High:
AMD
40.84AMDLow:
VTRS
5.81VTRSDetails
Price/FCF
51.74
High:
MAIN
309.85MAINLow:
BIIB
8.94BIIBDetails
P/E Ratio
43
High:INTC
3,566.98INTCLow:CRSR
-18.6CRSRDetails
PEG Ratio
556.93
High:INTC
3,553.58INTCLow:CRSR
-29.45CRSRDetails
Price/Book
6.79
High:SPG
25.74SPGLow:ABBV
-149.39ABBVDetails
Price/Sales
7.01
High:TSM
13.09TSMLow:CRSR
0.45CRSRDetails
Price/CF
21.24
High:AMD
40.84AMDLow:VTRS
5.81VTRSDetails
Price/FCF
51.74
High:MAIN
309.85MAINLow:BIIB
8.94BIIBDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-28.17% | Mar 2018 | Jul 2018 | 4 |
-25.81% | Jan 2022 | Feb 2024 | 25 |
-22.53% | Jan 2020 | Aug 2020 | 7 |
-15.63% | Sep 2020 | Nov 2020 | 2 |
-15.27% | Aug 2018 | Jan 2019 | 5 |
-10.18% | Feb 2025 | Jul 2025 | 5 |
-5.19% | Oct 2025 | - | 3 |
-4.48% | Dec 2024 | Jan 2025 | 1 |
-4.3% | Sep 2021 | Oct 2021 | 1 |
-3.37% | Apr 2024 | May 2024 | 1 |
-1.78% | Aug 2019 | Sep 2019 | 1 |
-1.41% | Oct 2024 | Nov 2024 | 1 |
-0.92% | Mar 2021 | Apr 2021 | 1 |
-0.7% | Jul 2021 | Aug 2021 | 1 |
-0.59% | Jun 2024 | Jul 2024 | 1 |
-0.35% | Feb 2019 | Mar 2019 | 1 |
-0.31% | Apr 2019 | Jun 2019 | 2 |