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-2.63%
This Month
-6.72%
Year To Date
+11.69%
2 Years
+31.99%
5 Years
+31.99%
10 Years
+11.74%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading51.98%
- 🪙 Cryptocurrencies15.14%
- 🖥️ Technology Services5.49%
- 📊 ETFs4.45%
- 🛍️ Retail Trade4.07%
- 💵 Cash3.98%
- 💻 Electronic Technology3.71%
- 🧬 Health Technology3.18%
- 💼 Commercial Services2.42%
- 💇♀️ Consumer Services2.41%
- 🛠️ Producer Manufacturing2.33%
- 🍞 Consumer Non Durables0.98%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq35.92%
- 🇺🇸 NYSE26.92%
- 🌍 Digital Currency15.14%
- 🇬🇧 LSE3.58%
- 🇭🇰 Hong Kong Exchanges3.31%
- 🇺🇸 Chicago Board Options Exchange2.58%
- 🇫🇷 Euronext Paris1.81%
- 🇩🇪 FRA1.38%
- 🇮🇹 Borsa Italiana0.89%
- 🇳🇱 Euronext Amsterdam0.66%
- 🇸🇪 Stockholm Stock Exchange0.3%
- 🇳🇴 Oslo Stock Exchange0.29%
- 🇪🇸 Bolsa De Madrid0.27%
- 🇦🇪 Dubai Financial Market0.21%
- 🇩🇪 Xetra ETFs0.16%
- 🇨🇭 SIX0.08%
- 🇩🇰 Copenhagen Stock Exchange0.02%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States44.55%
- 🇬🇧 United Kingdom4.48%
- 🇨🇳 China3.92%
- 🇨🇦 Canada3.81%
- 🇺🇾 Uruguay2.42%
- 🇫🇷 France1.63%
- 🇩🇪 Germany1.4%
- 🇳🇱 Netherlands1.18%
- 🇩🇰 Denmark1.16%
- 🇮🇹 Italy0.89%
- 🇹🇼 Taiwan0.66%
- 🇮🇱 Israel0.6%
- 🇯🇵 Japan0.52%
- 🇧🇷 Brazil0.5%
- 🇰🇾 Cayman Islands0.34%
- 🇮🇳 India0.31%
- 🇸🇪 Sweden0.3%
- 🇳🇴 Norway0.29%
- 🇮🇪 Ireland0.29%
- 🇵🇷 Puerto Rico0.28%
- 🇪🇸 Spain0.27%
- 🇰🇷 South Korea0.25%
- 🇭🇰 Hong Kong0.23%
- 🇿🇦 South Africa0.23%
- 🇨🇭 Switzerland0.17%
- 🇸🇬 Singapore0.12%
- 🇦🇷 Argentina0.11%
- 🇲🇽 Mexico0.09%
- 🇦🇺 Australia0.09%
- 🇨🇱 Chile0.08%
- 🇵🇪 Peru0.05%
- 🇨🇾 Cyprus0.05%
- 🇹🇷 Türkiye0.04%
- 🇵🇦 Panama0.04%
- 🇰🇿 Kazakhstan0.04%
- 🇮🇩 Indonesia0.04%
Dividends
Dividend Yield
0.87%
24 out of 35 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: mick_repo (4.5%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 TheBigBanks | 0.13% | 3.4% | - |
 Utilities | 0.12% | 2.88% | - |
 mick_repo | 0.11% | 4.5% | - |
 thomaspj | 0.1% | 1.73% | - |
 triangulacapital | 0.07% | 2.01% | - |
 NVO | 0.04% | 3.45% | $0.98 |
 EmergingNations | 0.04% | 2.27% | - |
 01211.HK | 0.04% | 1.56% | $3.41 |
 RCL | 0.04% | 1.48% | - |
 DroneTech | 0.03% | 0.63% | - |
 gauravk_in | 0.02% | 0.54% | - |
 Chip-Tech | 0.02% | 0.38% | - |
 TJX | 0.02% | 1.09% | $1.42 |
 Fin-Tech | 0.02% | 0.6% | - |
 AI-Revolution | 0.02% | 0.39% | - |
 EuropeDefense | 0.01% | 0.89% | - |
 defense_investor | 0.01% | 0.77% | - |
 MPWR | 0.01% | 0.61% | $4.5 |
 META | 0.01% | 0.32% | $1 |
 QuantumComputing | 0.01% | 0.54% | - |
 GOOGL | 0.01% | 0.28% | $0.2 |
 NDI-FutureTech | 0.01% | 0.14% | - |
 GEHC | 0% | 0.18% | $0.12 |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.8/10
Beta
1.13
1.13
0
0.8
1.2
0
2
Sharpe Ratio
0.5
0.5
0
0.5
1
1.5
1.5
Sortino Ratio
0.88
0.88
0
1
2
3
3
Jensen's Alpha
-5.38
-5.38
-6
0
2
4.5
4.5
Omega Ratio
0.78
0.78
0
1
1.5
2.5
2.5
Treynor Ratio
0.65
0.65
0
0.75
1.25
2
2
Information Ratio
-0.33
-0.33
-1
0.3
0.6
1
1
Calmar Ratio
0.92
0.92
0
0.3
0.6
1
1
Beta
1.13
1.13
0
0.8
1.2
0
2
Sharpe Ratio
0.5
0.5
0
0.5
1
1.5
1.5
Sortino Ratio
0.88
0.88
0
1
2
3
3
Jensen's Alpha
-5.38
-5.38
-6
0
2
4.5
4.5
Omega Ratio
0.78
0.78
0
1
1.5
2.5
2.5
Treynor Ratio
0.65
0.65
0
0.75
1.25
2
2
Information Ratio
-0.33
-0.33
-1
0.3
0.6
1
1
Calmar Ratio
0.92
0.92
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
31.61
High:
SHOP
138.43SHOPLow:NVO
11.09NVODetails
PEG Ratio
303.54
High:
MELI
997.84MELILow:RCL
42.93RCLDetails
Price/Book
12.09
High:NVDA
28.28NVDALow:GEHC
3.47GEHCDetails
Price/Sales
9.85
High:NVDA
20.71NVDALow:01211.HK
0.9501211.HKDetails
Price/CF
25.17
High:SHOP
103.19SHOPLow:01211.HK
7.8601211.HKDetails
Price/FCF
53.06
High:NVO
207.17NVOLow:MELI
12.83MELIDetails
P/E Ratio
31.61
High:SHOP
138.43SHOPLow:NVO
11.09NVODetails
PEG Ratio
303.54
High:MELI
997.84MELILow:RCL
42.93RCLDetails
Price/Book
12.09
High:NVDA
28.28NVDALow:GEHC
3.47GEHCDetails
Price/Sales
9.85
High:NVDA
20.71NVDALow:01211.HK
0.9501211.HKDetails
Price/CF
25.17
High:SHOP
103.19SHOPLow:01211.HK
7.8601211.HKDetails
Price/FCF
53.06
High:NVO
207.17NVOLow:MELI
12.83MELIDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-13.57% | Feb 2025 | Jun 2025 | 4 |
-12.84% | Nov 2025 | - | 5 |
-7.14% | Apr 2024 | Nov 2024 | 7 |
-4.21% | Sep 2023 | Dec 2023 | 3 |
-2.91% | Dec 2024 | Jan 2025 | 1 |
-0.54% | Jan 2024 | Feb 2024 | 1 |