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+0.88%
This Month
-6.05%
Year To Date
+32.25%
2 Years
+59.05%
5 Years
+235.19%
10 Years
+24.19%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading32.99%
- 📊 ETFs32.6%
- 🖥️ Technology Services12.11%
- 🛍️ Retail Trade10.2%
- 💰 Finance6.74%
- 💻 Electronic Technology5.02%
- 💵 Cash0.47%
- 🏥 Health Services0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq48.45%
- 🇺🇸 NYSE43.35%
- 🇬🇧 LSE5.02%
- 🇭🇰 Hong Kong Exchanges0.52%
- 🇳🇱 Euronext Amsterdam0.27%
- 🇫🇷 Euronext Paris0.21%
- 🌍 Digital Currency0.11%
- 🇨🇭 SIX0.05%
- 🇦🇪 Dubai Financial Market0.04%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States54.21%
- 🇰🇷 South Korea5.02%
- 🇨🇳 China0.65%
- 🇺🇾 Uruguay0.38%
- 🇰🇾 Cayman Islands0.3%
- 🇳🇱 Netherlands0.27%
- 🇧🇷 Brazil0.23%
- 🇹🇼 Taiwan0.22%
- 🇸🇬 Singapore0.22%
- 🇫🇷 France0.21%
- 🇮🇪 Ireland0.2%
- 🇵🇦 Panama0.19%
- 🇮🇱 Israel0.11%
- 🇰🇿 Kazakhstan0.08%
- 🇩🇰 Denmark0.08%
- 🇨🇭 Switzerland0.05%
- 🇨🇦 Canada0.02%
Dividends
Dividend Yield
0.23%
4 out of 11 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: FranciscoOrtiz13 (1.07%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 Four-Horsemen | 0.09% | 0.39% | - |
 FranciscoOrtiz13 | 0.07% | 1.07% | - |
 META | 0.04% | 0.37% | $1 |
 SMSN.L | 0.04% | 0.7% | $23.68 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 MA (FranciscoOrtiz13) | Ex-Dividend | Apr 9, 2026 | $0.87 |
 CRM (FranciscoOrtiz13) | Ex-Dividend | Apr 9, 2026 | $0.44 |
CRM (FranciscoOrtiz13) | Pay Day | Apr 23, 2026 | $0.44 |
 MC.PA (FranciscoOrtiz13) | Ex-Dividend | Apr 28, 2026 | $8.60 |
MC.PA (FranciscoOrtiz13) | Pay Day | Apr 30, 2026 | $8.60 |
MA (FranciscoOrtiz13) | Pay Day | May 8, 2026 | $0.87 |
 0700.HK (FranciscoOrtiz13) | Ex-Dividend | May 15, 2026 | $0.68 |
 02020.HK (FranciscoOrtiz13) | Ex-Dividend | May 15, 2026 | $0.14 |
 MSFT (FranciscoOrtiz13) | Ex-Dividend | May 21, 2026 | $0.91 |
MSFT (Four-Horsemen) | Ex-Dividend | May 21, 2026 | $0.91 |
0700.HK (FranciscoOrtiz13) | Pay Day | Jun 1, 2026 | $0.68 |
02020.HK (FranciscoOrtiz13) | Pay Day | Jun 1, 2026 | $0.14 |
MSFT (FranciscoOrtiz13) | Pay Day | Jun 11, 2026 | $0.91 |
 TSM (FranciscoOrtiz13) | Ex-Dividend | Jun 11, 2026 | $0.95 |
MSFT (Four-Horsemen) | Pay Day | Jun 11, 2026 | $0.91 |
 DIS (FranciscoOrtiz13) | Ex-Dividend | Jun 30, 2026 | $0.75 |
TSM (FranciscoOrtiz13) | Pay Day | Jul 9, 2026 | $0.95 |
DIS (FranciscoOrtiz13) | Pay Day | Jul 22, 2026 | $0.75 |
Performance Metrics
Score 8/10
Beta
1.1
1.1
0
0.8
1.2
0
2
Sharpe Ratio
0.95
0.95
0
0.5
1
1.5
1.5
Sortino Ratio
2.03
2.03
0
1
2
3
3
Jensen's Alpha
8.42
8.42
-2
0
2
9
9
Omega Ratio
2.12
2.12
0
1
1.5
3
3
Treynor Ratio
1.68
1.68
0
0.75
1.25
2
2
Information Ratio
0.58
0.58
0
0.3
0.6
1
1
Calmar Ratio
0.87
0.87
0
0.3
0.6
1
1
Beta
1.1
1.1
0
0.8
1.2
0
2
Sharpe Ratio
0.95
0.95
0
0.5
1
1.5
1.5
Sortino Ratio
2.03
2.03
0
1
2
3
3
Jensen's Alpha
8.42
8.42
-2
0
2
9
9
Omega Ratio
2.12
2.12
0
1
1.5
3
3
Treynor Ratio
1.68
1.68
0
0.75
1.25
2
2
Information Ratio
0.58
0.58
0
0.3
0.6
1
1
Calmar Ratio
0.87
0.87
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
24.44
High:
AMZN
29.25AMZNLow:
TTWO
-8.94TTWODetails
PEG Ratio
97.99
High:AMZN
100.97AMZNLow:
SOLV
3.21SOLVDetails
Price/Book
3.85
High:TTWO
10.58TTWOLow:
BRK.B
1.44BRK.BDetails
Price/Sales
3.84
High:META
7.33METALow:SOLV
1.34SOLVDetails
Price/CF
16.19
High:TTWO
70.92TTWOLow:SMSN.L
9.18SMSN.LDetails
Price/FCF
66.21
High:AMZN
325.85AMZNLow:SMSN.L
28.08SMSN.LDetails
P/E Ratio
24.44
High:AMZN
29.25AMZNLow:TTWO
-8.94TTWODetails
PEG Ratio
97.99
High:AMZN
100.97AMZNLow:SOLV
3.21SOLVDetails
Price/Book
3.85
High:TTWO
10.58TTWOLow:BRK.B
1.44BRK.BDetails
Price/Sales
3.84
High:META
7.33METALow:SOLV
1.34SOLVDetails
Price/CF
16.19
High:TTWO
70.92TTWOLow:SMSN.L
9.18SMSN.LDetails
Price/FCF
66.21
High:AMZN
325.85AMZNLow:SMSN.L
28.08SMSN.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-28.73% | Jan 2022 | Dec 2023 | 23 |
-9.75% | Feb 2025 | Jun 2025 | 4 |
-9.36% | Sep 2020 | Nov 2020 | 2 |
-9.18% | Feb 2026 | - | 3 |
-4.94% | Sep 2021 | Oct 2021 | 1 |
-4.21% | Apr 2024 | Jun 2024 | 2 |
-1.23% | Apr 2021 | Jun 2021 | 2 |
-0.59% | Oct 2024 | Nov 2024 | 1 |
-0.39% | Jul 2024 | Aug 2024 | 1 |
-0.37% | Nov 2025 | Dec 2025 | 1 |
-0.29% | Dec 2024 | Jan 2025 | 1 |