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+0.79%
This Month
+3.56%
Year To Date
+33.31%
2 Years
+153.86%
5 Years
+153.86%
10 Years
+26.23%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading27.37%
- 🖥️ Technology Services14.13%
- 🪙 Cryptocurrencies12.77%
- 🛍️ Retail Trade11.88%
- 💻 Electronic Technology10.57%
- 🛠️ Producer Manufacturing5.42%
- 💰 Finance4.58%
- 🚗 Consumer Durables3.4%
- 🧩 Miscellaneous3.29%
- 📊 ETFs3.09%
- ⛏️ Energy Minerals1.51%
- 🚚 Transportation0.82%
- 💼 Commercial Services0.41%
- 🧬 Health Technology0.35%
- 💵 Cash0.31%
- 🍞 Consumer Non Durables0.24%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq45.42%
- 🇺🇸 NYSE21.89%
- 🌍 Digital Currency18.29%
- 🇭🇰 Hong Kong Exchanges4.14%
- 🇮🇹 Borsa Italiana2.41%
- 🇩🇪 FRA2.14%
- 🇺🇸 Chicago Board Options Exchange1.11%
- 🇬🇧 LSE0.83%
- 🇫🇷 Euronext Paris0.39%
- 🇳🇱 Euronext Amsterdam0.3%
- 🇩🇰 Copenhagen Stock Exchange0.22%
- 🇨🇭 SIX0.22%
- Regular Trading Hours - RTH0.15%
- 🇪🇸 Bolsa De Madrid0.14%
- 🇫🇮 Helsinki Stock Exchange0.13%
- 🇸🇪 Stockholm Stock Exchange0.07%
- 🇦🇪 Dubai Financial Market0.06%
- 🇩🇪 Xetra ETFs0.06%
- 🇳🇴 Oslo Stock Exchange0.04%
- Tokyo Stock Exchange0.03%
- 🇦🇺 Sydney0.01%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States50.49%
- 🇨🇳 China5.87%
- 🇹🇼 Taiwan3.04%
- 🇺🇾 Uruguay2.97%
- 🇮🇹 Italy2.42%
- 🇳🇱 Netherlands2.41%
- 🇩🇪 Germany2.14%
- 🇬🇧 United Kingdom0.63%
- 🇫🇷 France0.39%
- 🇨🇦 Canada0.36%
- 🇩🇰 Denmark0.22%
- 🇨🇭 Switzerland0.22%
- 🇪🇸 Spain0.14%
- 🇫🇮 Finland0.13%
- 🇭🇰 Hong Kong0.11%
- 🇰🇾 Cayman Islands0.07%
- 🇸🇪 Sweden0.07%
- 🇰🇷 South Korea0.06%
- 🇮🇱 Israel0.05%
- 🇳🇴 Norway0.04%
- 🇧🇷 Brazil0.03%
- 🇸🇬 Singapore0.02%
- 🇱🇺 Luxembourg0.02%
- 🇲🇽 Mexico0.02%
- 🇦🇺 Australia0.01%
- 🇮🇪 Ireland0.01%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
0.5%
27 out of 47 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $MC.PA (3.03%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 Sergius95 | 0.12% | 2.86% | - |
 CPHequities | 0.05% | 1.19% | - |
 JeppeKirkBonde | 0.04% | 0.85% | - |
 COP | 0.04% | 2.46% | $3.25 |
 SPY | 0.03% | 0.96% | - |
 SIE.DE | 0.03% | 1.97% | $4.7 |
 JPM | 0.03% | 1.67% | $4.4 |
 META | 0.02% | 0.34% | $1 |
 01211.HK | 0.02% | 0.48% | $3.41 |
 AI-Revolution | 0.02% | 0.29% | - |
 TSM | 0.02% | 0.7% | $1.74 |
 BABA | 0.01% | 0.91% | $0.98 |
 AVGO | 0.01% | 0.71% | $19.7 |
 MSFT | 0.01% | 0.73% | $3 |
 DylanWeston | 0.01% | 0.33% | - |
 CSX | 0.01% | 1.09% | $0.46 |
 ORCL | 0.01% | 1.26% | $1.6 |
 ASML | 0.01% | 0.44% | $5.57 |
 MC.PA | 0.01% | 3.03% | $13 |
 MTX.DE | 0% | 1.04% | $2 |
 GOOGL | 0% | 0.25% | $0.2 |
 NVDA | 0% | 0.12% | $0.02 |
 GOOG | 0% | 0.25% | $0.2 |
 PYPL | 0% | 0.76% | - |
 AAPL | 0% | 0.33% | $0.97 |
 AZM.MI | 0% | -5.1% | $-0.99 |
 GEV | 0% | -0.19% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 7.3/10
Beta
1.14
1.14
0
0.8
1.2
0
2
Sharpe Ratio
1.05
1.05
0
0.5
1
2
2
Sortino Ratio
2.19
2.19
0
1
2
3
3
Jensen's Alpha
3.23
3.23
-2
0
2
4.5
4.5
Omega Ratio
1.34
1.34
0
1
1.5
2.5
2.5
Treynor Ratio
1.57
1.57
0
0.75
1.25
2
2
Information Ratio
0.38
0.38
0
0.3
0.6
1
1
Calmar Ratio
1.59
1.59
0
0.3
0.6
2
2
Beta
1.14
1.14
0
0.8
1.2
0
2
Sharpe Ratio
1.05
1.05
0
0.5
1
2
2
Sortino Ratio
2.19
2.19
0
1
2
3
3
Jensen's Alpha
3.23
3.23
-2
0
2
4.5
4.5
Omega Ratio
1.34
1.34
0
1
1.5
2.5
2.5
Treynor Ratio
1.57
1.57
0
0.75
1.25
2
2
Information Ratio
0.38
0.38
0
0.3
0.6
1
1
Calmar Ratio
1.59
1.59
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
29.66
High:
TSLA
372.52TSLALow:
SNAP
-19.16SNAPDetails
PEG Ratio
162.46
High:JPM
653.32JPMLow:SNAP
-80.62SNAPDetails
Price/Book
7.61
High:AAPL
43.48AAPLLow:
FIRY
1.3FIRYDetails
Price/Sales
6.87
High:AVGO
25.84AVGOLow:
CRBP
-CRBPDetails
Price/CF
19.69
High:FIRY
652.51FIRYLow:JPM
5.39JPMDetails
Price/FCF
54.29
High:BABA
1,196.17BABALow:FIRY
3.32FIRYDetails
P/E Ratio
29.66
High:TSLA
372.52TSLALow:SNAP
-19.16SNAPDetails
PEG Ratio
162.46
High:JPM
653.32JPMLow:SNAP
-80.62SNAPDetails
Price/Book
7.61
High:AAPL
43.48AAPLLow:FIRY
1.3FIRYDetails
Price/Sales
6.87
High:AVGO
25.84AVGOLow:CRBP
-CRBPDetails
Price/CF
19.69
High:FIRY
652.51FIRYLow:JPM
5.39JPMDetails
Price/FCF
54.29
High:BABA
1,196.17BABALow:FIRY
3.32FIRYDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-16.76% | Oct 2025 | - | 12 |
-11.52% | Feb 2025 | May 2025 | 3 |
-7.94% | Dec 2022 | Jan 2023 | 1 |
-7% | Aug 2023 | Nov 2023 | 3 |
-6.13% | Apr 2024 | May 2024 | 1 |
-1.19% | Feb 2023 | Mar 2023 | 1 |
-0.72% | Dec 2024 | Jan 2025 | 1 |
-0.48% | Aug 2024 | Sep 2024 | 1 |