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+1.35%
This Month
+1.27%
Year To Date
+11.61%
2 Years
+57.31%
5 Years
+57.31%
10 Years
+11.99%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading35.74%
- 💻 Electronic Technology14.01%
- 💵 Cash13.76%
- 🧩 Miscellaneous13.74%
- 💰 Finance6.1%
- 📊 ETFs5.53%
- 🛠️ Producer Manufacturing3.64%
- 🖥️ Technology Services3.44%
- 🛍️ Retail Trade2.99%
- 🧬 Health Technology0.8%
- 💼 Commercial Services0.23%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE41.26%
- 🇺🇸 Nasdaq31.67%
- 🇬🇧 LSE2.81%
- 🇩🇪 Xetra ETFs1.78%
- 🇳🇱 Euronext Amsterdam1.19%
- 🇩🇪 FRA1.07%
- 🇭🇰 Hong Kong Exchanges0.61%
- 🇦🇪 Dubai Financial Market0.34%
- 🇫🇷 Euronext Paris0.33%
- 🇫🇮 Helsinki Stock Exchange0.17%
- 🇨🇭 SIX0.16%
- 🇩🇰 Copenhagen Stock Exchange0.11%
- Tokyo Stock Exchange0.08%
- 🇸🇪 Stockholm Stock Exchange0.06%
- Regular Trading Hours - RTH0.05%
- 🇳🇴 Oslo Stock Exchange0.05%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States42.52%
- 🇬🇧 United Kingdom3.73%
- 🇹🇼 Taiwan2.99%
- 🇳🇱 Netherlands1.95%
- 🇨🇳 China1.84%
- 🇸🇬 Singapore1.05%
- 🇩🇪 Germany0.99%
- 🇰🇷 South Korea0.82%
- 🇧🇷 Brazil0.81%
- 🇨🇦 Canada0.68%
- 🇫🇷 France0.33%
- 🇦🇺 Australia0.29%
- 🇨🇭 Switzerland0.27%
- 🇮🇪 Ireland0.18%
- 🇫🇮 Finland0.17%
- 🇰🇿 Kazakhstan0.13%
- 🇩🇰 Denmark0.12%
- 🇦🇹 Austria0.08%
- 🇸🇪 Sweden0.06%
- 🇳🇴 Norway0.05%
- 🇮🇱 Israel0.04%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
0.6%
27 out of 30 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $ARES (3.56%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 SPY | 0.08% | 0.96% | - |
 Smudliczek | 0.08% | 0.89% | - |
 Akatri | 0.08% | 0.6% | - |
 HSBC | 0.06% | 3.51% | $3.03 |
 Jenelleb123 | 0.04% | 0.51% | - |
 GS | 0.04% | 1.65% | $11 |
 INGA.NV | 0.03% | 3.34% | $1.11 |
 ARES | 0.03% | 3.56% | $3.4 |
 brayladen | 0.03% | 0.5% | - |
 WMT | 0.02% | 0.94% | $0.81 |
 CAT | 0.02% | 0.75% | $5.31 |
 QQQ | 0.02% | 0.39% | - |
 TSM | 0.02% | 0.68% | $1.74 |
 DELL | 0.01% | 0.43% | $1.63 |
 GOOG | 0.01% | 0.25% | $0.2 |
 MSFT | 0.01% | 0.74% | $3 |
 LLY | 0% | 0.59% | $4.86 |
 AAPL | 0% | 0.33% | $0.97 |
 NVDA | 0% | 0.12% | $0.02 |
 COST | 0% | 0.61% | $19.22 |
 VRT | 0% | 0.08% | $0.06 |
 STX.US | 0% | 0.32% | $2.8 |
 CTAS | 0% | 0.91% | $5.4 |
 META | 0% | 0.34% | $1 |
 GEV | 0% | 0.18% | - |
 MU | 0% | 0.05% | $0.46 |
 ITUB | 0% | -1.68% | $-0.15 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 GLEN.L (Jenelleb123) | Pay Day | Sep 18, 2026 | $0.09 |
Performance Metrics
Score 4.6/10
Beta
0.65
0.65
0
0.8
1.2
0
2
Sharpe Ratio
0.66
0.66
0
0.5
1
1.5
1.5
Sortino Ratio
1.01
1.01
0
1
2
3
3
Jensen's Alpha
-1.45
-1.45
-2
0
2
4.5
4.5
Omega Ratio
0.51
0.51
0
1
1.5
2.5
2.5
Treynor Ratio
0.93
0.93
0
0.75
1.25
2
2
Information Ratio
-0.79
-0.79
-1
0.3
0.6
1
1
Calmar Ratio
1.15
1.15
0
0.3
0.6
2
2
Beta
0.65
0.65
0
0.8
1.2
0
2
Sharpe Ratio
0.66
0.66
0
0.5
1
1.5
1.5
Sortino Ratio
1.01
1.01
0
1
2
3
3
Jensen's Alpha
-1.45
-1.45
-2
0
2
4.5
4.5
Omega Ratio
0.51
0.51
0
1
1.5
2.5
2.5
Treynor Ratio
0.93
0.93
0
0.75
1.25
2
2
Information Ratio
-0.79
-0.79
-1
0.3
0.6
1
1
Calmar Ratio
1.15
1.15
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
30.68
High:STX.US
86.41STX.USLow:ITUB
11.27ITUBDetails
PEG Ratio
102.21
High:META
401.05METALow:MU
3.16MUDetails
Price/Book
11.71
High:STX.US
186.56STX.USLow:DELL
-201.07DELLDetails
Price/Sales
7.21
High:
ANET
24.53ANETLow:ITUB
1.23ITUBDetails
Price/CF
19.51
High:ARES
847.77ARESLow:GS
2.27GSDetails
Price/FCF
34.7
High:WMT
213.06WMTLow:GS
2.44GSDetails
P/E Ratio
30.68
High:STX.US
86.41STX.USLow:ITUB
11.27ITUBDetails
PEG Ratio
102.21
High:META
401.05METALow:MU
3.16MUDetails
Price/Book
11.71
High:STX.US
186.56STX.USLow:DELL
-201.07DELLDetails
Price/Sales
7.21
High:ANET
24.53ANETLow:ITUB
1.23ITUBDetails
Price/CF
19.51
High:ARES
847.77ARESLow:GS
2.27GSDetails
Price/FCF
34.7
High:WMT
213.06WMTLow:GS
2.44GSDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-10.1% | Feb 2025 | Jul 2025 | 5 |
-6.1% | Feb 2026 | May 2026 | 3 |
-5.81% | Dec 2022 | Apr 2023 | 4 |
-5.46% | Aug 2023 | Dec 2023 | 4 |
-4.16% | Jul 2026 | - | 3 |
-3.87% | Apr 2024 | May 2024 | 1 |
-2.56% | Dec 2024 | Jan 2025 | 1 |
-0.72% | Jul 2024 | Aug 2024 | 1 |
-0.03% | Oct 2024 | Nov 2024 | 1 |
-0.02% | Dec 2025 | Jan 2026 | 1 |