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+0.68%
This Month
+19.21%
Year To Date
+64.6%
2 Years
+46.86%
5 Years
+46.86%
10 Years
+13.67%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💰 Finance21.98%
- 💻 Electronic Technology18.72%
- 🚚 Transportation11.46%
- 🖥️ Technology Services10.76%
- 📊 ETFs7.47%
- 💼 Commercial Services6.78%
- 👥 Copy Trading4.83%
- 🛠️ Producer Manufacturing3.33%
- 🚗 Consumer Durables3.13%
- ❓ Other2.64%
- 🧬 Health Technology2.32%
- 🪙 Cryptocurrencies1.82%
- 🛍️ Retail Trade1.45%
- 🏭 Industrial Services1.45%
- 💵 Cash0.79%
- 🏥 Health Services0.73%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq51.07%
- 🇺🇸 NYSE30.87%
- 🇫🇷 Euronext Paris5.58%
- 🇺🇸 Chicago Board Options Exchange4.87%
- 🇦🇪 Dubai Financial Market2.64%
- 🌍 Digital Currency1.82%
- 🇬🇧 LSE1.45%
- 🇪🇸 Bolsa De Madrid0.54%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States58.34%
- 🇸🇬 Singapore11.46%
- 🇳🇱 Netherlands6.13%
- 🇱🇺 Luxembourg2.73%
- 🇮🇱 Israel1.99%
- 🇧🇪 Belgium1.88%
- 🇬🇧 United Kingdom1.45%
- 🇫🇷 France1.09%
- 🇨🇦 Canada0.63%
- 🇪🇸 Spain0.54%
- 🇨🇳 China0.44%
- 🇹🇼 Taiwan0.19%
- 🇮🇪 Ireland0.05%
Dividends
Dividend Yield
0.76%
17 out of 39 instruments pay dividend.
9 dividend payments in the next 30 days.
Highest Dividend: $DEWA.AE (9.41%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 DEWA.AE | 0.25% | 9.41% | - |
 PSA | 0.09% | 4.03% | $12 |
 KLR.L | 0.06% | 3.95% | - |
 BLK | 0.05% | 1.89% | $20.2 |
 KBE | 0.05% | 2.52% | - |
 ASML | 0.05% | 0.78% | $5.57 |
 SK.PA | 0.04% | 4.59% | $2.62 |
 INTC | 0.03% | 0.51% | $0.5 |
 AIG | 0.03% | 2.15% | $1.48 |
 ERF.PA | 0.02% | 0.94% | $1 |
 MSFT | 0.02% | 0.67% | $3 |
 SCHD | 0.02% | 3.87% | - |
 V | 0.02% | 0.69% | $2.01 |
 LNC | 0.02% | 4.27% | $1.8 |
 AI-Revolution | 0.01% | 0.22% | - |
 IDR.MC | 0% | 0.62% | $0.2 |
 GOOGL | 0% | 0.35% | $0.2 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
GOOGL | Ex-Dividend | Sep 8, 2025 | $0.21 |
GOOGL (AI-Revolution) | Ex-Dividend | Sep 8, 2025 | $0.21 |
MSFT | Pay Day | Sep 11, 2025 | $0.83 |
MSFT (AI-Revolution) | Pay Day | Sep 11, 2025 | $0.83 |
 NVDA (AI-Revolution) | Ex-Dividend | Sep 11, 2025 | $0.01 |
PSA | Ex-Dividend | Sep 15, 2025 | $3.00 |
GOOGL | Pay Day | Sep 15, 2025 | $0.21 |
GOOGL (AI-Revolution) | Pay Day | Sep 15, 2025 | $0.21 |
AIG | Ex-Dividend | Sep 16, 2025 | $0.45 |
 TSM (AI-Revolution) | Ex-Dividend | Sep 16, 2025 | $0.82 |
 CRM (AI-Revolution) | Ex-Dividend | Sep 17, 2025 | $0.42 |
 AVGO (AI-Revolution) | Ex-Dividend | Sep 22, 2025 | $0.59 |
BLK | Pay Day | Sep 23, 2025 | $5.21 |
AIG | Pay Day | Sep 30, 2025 | $0.45 |
PSA | Pay Day | Sep 30, 2025 | $3.00 |
AVGO (AI-Revolution) | Pay Day | Sep 30, 2025 | $0.59 |
NVDA (AI-Revolution) | Pay Day | Oct 2, 2025 | $0.01 |
CRM (AI-Revolution) | Pay Day | Oct 9, 2025 | $0.42 |
TSM (AI-Revolution) | Pay Day | Oct 9, 2025 | $0.82 |
LNC | Ex-Dividend | Oct 10, 2025 | $0.45 |
LNC | Pay Day | Nov 3, 2025 | $0.45 |
Performance Metrics
Score 3.5/10
Beta
1.26
1.26
0
0.8
1.2
0
2
Sharpe Ratio
0.46
0.46
0
0.5
1
1.5
1.5
Sortino Ratio
0.72
0.72
0
1
2
3
3
Jensen's Alpha
-9.63
-9.63
-10
0
2
4.5
4.5
Omega Ratio
0.79
0.79
0
1
1.5
2.5
2.5
Treynor Ratio
0.75
0.75
0
0.75
1.25
2
2
Information Ratio
-0.32
-0.32
-1
0.3
0.6
1
1
Calmar Ratio
0.57
0.57
0
0.3
0.6
1
1
Beta
1.26
1.26
0
0.8
1.2
0
2
Sharpe Ratio
0.46
0.46
0
0.5
1
1.5
1.5
Sortino Ratio
0.72
0.72
0
1
2
3
3
Jensen's Alpha
-9.63
-9.63
-10
0
2
4.5
4.5
Omega Ratio
0.79
0.79
0
1
1.5
2.5
2.5
Treynor Ratio
0.75
0.75
0
0.75
1.25
2
2
Information Ratio
-0.32
-0.32
-1
0.3
0.6
1
1
Calmar Ratio
0.57
0.57
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
44.12
High:
TSLA
203.17TSLALow:
SYM
-623.39SYMDetails
PEG Ratio
70.31
High:
BLK
926.82BLKLow:SYM
-931.81SYMDetails
Price/Book
8.09
High:
SMWB
35.02SMWBLow:
CURV
-0.93CURVDetails
Price/Sales
9.4
High:
V
17.29VLow:
ALIBR.PA
0.07ALIBR.PADetails
Price/CF
24.78
High:
NTRA
123.41NTRALow:
CSIQ
4.9CSIQDetails
Price/FCF
57.45
High:
TMDX
313.24TMDXLow:
HRTG
6.03HRTGDetails
P/E Ratio
44.12
High:TSLA
203.17TSLALow:SYM
-623.39SYMDetails
PEG Ratio
70.31
High:BLK
926.82BLKLow:SYM
-931.81SYMDetails
Price/Book
8.09
High:SMWB
35.02SMWBLow:CURV
-0.93CURVDetails
Price/Sales
9.4
High:V
17.29VLow:ALIBR.PA
0.07ALIBR.PADetails
Price/CF
24.78
High:NTRA
123.41NTRALow:CSIQ
4.9CSIQDetails
Price/FCF
57.45
High:TMDX
313.24TMDXLow:HRTG
6.03HRTGDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-24.27% | Nov 2022 | Dec 2023 | 13 |
-11.86% | Apr 2024 | Oct 2024 | 6 |
-10.73% | Dec 2024 | May 2025 | 5 |
-3.75% | Jul 2025 | Aug 2025 | 1 |