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+1.26%
This Month
+11.46%
Year To Date
+34.52%
2 Years
+34.52%
5 Years
+34.52%
10 Years
+17.55%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs41.15%
- 💻 Electronic Technology17.62%
- 💰 Finance14.16%
- 🚗 Consumer Durables12.76%
- 💵 Cash10.1%
- 🧬 Health Technology2.08%
- 🛠️ Producer Manufacturing1.73%
- 👥 Copy Trading1.64%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE41.63%
- 🇺🇸 NYSE31.11%
- 🇺🇸 Nasdaq17.94%
- 🇩🇪 Xetra ETFs0.08%
- 🌍 Digital Currency0.03%
- 🇨🇭 SIX0.03%
- 🇳🇴 Oslo Stock Exchange0%
- Abu Dhabi0%
- 🇸🇪 Stockholm Stock Exchange0%
- 🇦🇪 Dubai Financial Market0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States35.07%
- 🇮🇹 Italy12.76%
- 🇩🇰 Denmark1.09%
- 🇹🇼 Taiwan0.04%
- 🇮🇪 Ireland0.03%
- 🇺🇾 Uruguay0.03%
- 🇨🇭 Switzerland0.03%
- 🇨🇦 Canada0.02%
- 🇳🇱 Netherlands0.01%
- 🇧🇷 Brazil0%
- 🇳🇴 Norway0%
- 🇸🇪 Sweden0%
Dividends
Dividend Yield
1.13%
9 out of 10 instruments pay dividend.
9 dividend payments in the next 30 days.
Highest Dividend: $MRK (4.02%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 META (elserhumano) | Ex-Dividend | Sep 22, 2025 | $0.52 |
 QCOM (elserhumano) | Pay Day | Sep 25, 2025 | $0.89 |
META (elserhumano) | Pay Day | Sep 29, 2025 | $0.52 |
 DE | Ex-Dividend | Sep 30, 2025 | $1.62 |
 NVDA | Pay Day | Oct 2, 2025 | $0.01 |
NVDA (elserhumano) | Pay Day | Oct 2, 2025 | $0.01 |
 PGR (elserhumano) | Ex-Dividend | Oct 2, 2025 | $0.10 |
 PHM (elserhumano) | Pay Day | Oct 2, 2025 | $0.22 |
 MRK | Pay Day | Oct 7, 2025 | $0.81 |
MRK (elserhumano) | Pay Day | Oct 7, 2025 | $0.81 |
 TSM (elserhumano) | Pay Day | Oct 9, 2025 | $0.82 |
PGR (elserhumano) | Pay Day | Oct 10, 2025 | $0.10 |
DE | Pay Day | Nov 10, 2025 | $1.62 |
 MSFT (elserhumano) | Ex-Dividend | Nov 20, 2025 | $0.91 |
MSFT (elserhumano) | Pay Day | Dec 11, 2025 | $0.91 |
Performance Metrics
Score 7/10
Beta
0.54
0.54
0
0.8
1.2
0
2
Sharpe Ratio
1.37
1.37
0
0.5
1
2
2
Sortino Ratio
2.58
2.58
0
1
2
3
3
Jensen's Alpha
3
3
-2
0
2
4.5
4.5
Omega Ratio
0.67
0.67
0
1
1.5
2.5
2.5
Treynor Ratio
1.86
1.86
0
0.75
1.25
2
2
Information Ratio
-0.58
-0.58
-1
0.3
0.6
1
1
Calmar Ratio
3.22
3.22
0
0.3
0.6
4
4
Beta
0.54
0.54
0
0.8
1.2
0
2
Sharpe Ratio
1.37
1.37
0
0.5
1
2
2
Sortino Ratio
2.58
2.58
0
1
2
3
3
Jensen's Alpha
3
3
-2
0
2
4.5
4.5
Omega Ratio
0.67
0.67
0
1
1.5
2.5
2.5
Treynor Ratio
1.86
1.86
0
0.75
1.25
2
2
Information Ratio
-0.58
-0.58
-1
0.3
0.6
1
1
Calmar Ratio
3.22
3.22
0
0.3
0.6
4
4
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
37.26
High:
KTOS
819.21KTOSLow:
MRK
12.5MRKDetails
PEG Ratio
6,140.64
High:
AAPL
24,609.11AAPLLow:MRK
62.46MRKDetails
Price/Book
35.84
High:AAPL
53.75AAPLLow:MRK
4.14MRKDetails
Price/Sales
10.64
High:
NVDA
25.97NVDALow:
DE
2.86DEDetails
Price/CF
30.47
High:KTOS
668.08KTOSLow:MRK
10.73MRKDetails
Price/FCF
40.71
High:KTOS
472.24KTOSLow:MRK
29.73MRKDetails
P/E Ratio
37.26
High:KTOS
819.21KTOSLow:MRK
12.5MRKDetails
PEG Ratio
6,140.64
High:AAPL
24,609.11AAPLLow:MRK
62.46MRKDetails
Price/Book
35.84
High:AAPL
53.75AAPLLow:MRK
4.14MRKDetails
Price/Sales
10.64
High:NVDA
25.97NVDALow:DE
2.86DEDetails
Price/CF
30.47
High:KTOS
668.08KTOSLow:MRK
10.73MRKDetails
Price/FCF
40.71
High:KTOS
472.24KTOSLow:MRK
29.73MRKDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-5.48% | Mar 2025 | May 2025 | 2 |
-1.14% | Apr 2024 | May 2024 | 1 |
-0.78% | Dec 2024 | Jan 2025 | 1 |
-0.07% | Jan 2024 | Feb 2024 | 1 |