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-1.37%
This Month
+17.27%
Year To Date
+49.02%
2 Years
+141.85%
5 Years
+250.54%
10 Years
+26.99%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading34.52%
- 📊 ETFs32.28%
- 🖥️ Technology Services13.02%
- 🛍️ Retail Trade10.49%
- 💰 Finance6.72%
- 💻 Electronic Technology2.79%
- 💵 Cash0.25%
- 🏥 Health Services0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq50.55%
- 🇺🇸 NYSE44.53%
- 🇬🇧 LSE2.79%
- 🇳🇱 Euronext Amsterdam0.33%
- 🇭🇰 Hong Kong Exchanges0.31%
- 🇫🇷 Euronext Paris0.25%
- 🌍 FX0.21%
- 🇨🇭 SIX0.05%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States56.4%
- 🇰🇷 South Korea2.79%
- 🇨🇳 China0.45%
- 🇰🇾 Cayman Islands0.33%
- 🇳🇱 Netherlands0.33%
- 🇺🇾 Uruguay0.3%
- 🇹🇼 Taiwan0.28%
- 🇫🇷 France0.25%
- 🇸🇬 Singapore0.18%
- 🇧🇷 Brazil0.14%
- 🇵🇦 Panama0.11%
- 🇩🇰 Denmark0.1%
- 🇮🇪 Ireland0.09%
- 🇰🇿 Kazakhstan0.08%
- 🇬🇧 United Kingdom0.07%
- 🇨🇭 Switzerland0.05%
- 🇨🇦 Canada0.02%
Dividends
Dividend Yield
0.21%
4 out of 11 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $SMSN.L (1.23%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 Four-Horsemen | 0.08% | 0.33% | - |
 FranciscoOrtiz13 | 0.06% | 0.96% | - |
 META | 0.04% | 0.33% | $1 |
 SMSN.L | 0.03% | 1.23% | $23.68 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 KWEB (balticseal) | Pay Day | Dec 18, 2025 | $0.00 |
 CQQQ (balticseal) | Pay Day | Dec 27, 2025 | $0.00 |
 TSM (FranciscoOrtiz13) | Pay Day | Jan 8, 2026 | $0.84 |
Performance Metrics
Score 8.1/10
Beta
1.09
1.09
0
0.8
1.2
0
2
Sharpe Ratio
0.98
0.98
0
0.5
1
1.5
1.5
Sortino Ratio
2.11
2.11
0
1
2
3
3
Jensen's Alpha
9.09
9.09
-2
0
2
10
10
Omega Ratio
2.19
2.19
0
1
1.5
3
3
Treynor Ratio
1.78
1.78
0
0.75
1.25
2
2
Information Ratio
0.6
0.6
0
0.3
0.6
1
1
Calmar Ratio
0.92
0.92
0
0.3
0.6
1
1
Beta
1.09
1.09
0
0.8
1.2
0
2
Sharpe Ratio
0.98
0.98
0
0.5
1
1.5
1.5
Sortino Ratio
2.11
2.11
0
1
2
3
3
Jensen's Alpha
9.09
9.09
-2
0
2
10
10
Omega Ratio
2.19
2.19
0
1
1.5
3
3
Treynor Ratio
1.78
1.78
0
0.75
1.25
2
2
Information Ratio
0.6
0.6
0
0.3
0.6
1
1
Calmar Ratio
0.92
0.92
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
26.76
High:
AMZN
31.44AMZNLow:
TTWO
-10.83TTWODetails
PEG Ratio
278.17
High:
META
464.56METALow:
SOLV
8.58SOLVDetails
Price/Book
4.55
High:TTWO
13.16TTWOLow:
SMSN.L
1.45SMSN.LDetails
Price/Sales
4.28
High:META
8.79METALow:SOLV
1.71SOLVDetails
Price/CF
18.2
High:TTWO
133.26TTWOLow:SMSN.L
7.05SMSN.LDetails
Price/FCF
76.78
High:SOLV
256.08SOLVLow:SMSN.L
31.35SMSN.LDetails
P/E Ratio
26.76
High:AMZN
31.44AMZNLow:TTWO
-10.83TTWODetails
PEG Ratio
278.17
High:META
464.56METALow:SOLV
8.58SOLVDetails
Price/Book
4.55
High:TTWO
13.16TTWOLow:SMSN.L
1.45SMSN.LDetails
Price/Sales
4.28
High:META
8.79METALow:SOLV
1.71SOLVDetails
Price/CF
18.2
High:TTWO
133.26TTWOLow:SMSN.L
7.05SMSN.LDetails
Price/FCF
76.78
High:SOLV
256.08SOLVLow:SMSN.L
31.35SMSN.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 |
-4.94% | Sep 2021 | Oct 2021 | 1 |
-4.21% | Apr 2024 | Jun 2024 | 2 |
-1.73% | Nov 2025 | - | 2 |
-1.23% | Apr 2021 | Jun 2021 | 2 |
-0.59% | Oct 2024 | Nov 2024 | 1 |
-0.39% | Jul 2024 | Aug 2024 | 1 |
-0.29% | Dec 2024 | Jan 2025 | 1 |