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-2.83%
This Month
-6.82%
Year To Date
+0.45%
2 Years
+42.81%
5 Years
+42.81%
10 Years
+10.46%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash36.69%
- 👥 Copy Trading27.15%
- 📊 ETFs8.75%
- 💻 Electronic Technology7.77%
- 🛍️ Retail Trade7.52%
- 🖥️ Technology Services7.36%
- 🧩 Miscellaneous5.26%
- 💰 Finance0.06%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq34.54%
- 🇺🇸 NYSE20.17%
- 🇬🇧 LSE2.77%
- 🇩🇪 FRA2.76%
- 🇭🇰 Hong Kong Exchanges1.06%
- Tokyo Stock Exchange0.65%
- 🇺🇸 Chicago Board Options Exchange0.53%
- 🇳🇱 Euronext Amsterdam0.38%
- 🇸🇪 Stockholm Stock Exchange0.35%
- 🇩🇰 Copenhagen Stock Exchange0.19%
- Regular Trading Hours - RTH0.09%
- 🇫🇷 Euronext Paris0.09%
- 🌍 Digital Currency0.09%
- 🇳🇴 Oslo Stock Exchange0.09%
- 🇪🇸 Bolsa De Madrid0.05%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States37.4%
- 🇩🇪 Germany2.6%
- 🇨🇳 China2.13%
- 🇰🇷 South Korea1.52%
- 🇬🇧 United Kingdom1.23%
- 🇮🇱 Israel1.08%
- 🇧🇷 Brazil0.49%
- 🇳🇱 Netherlands0.38%
- 🇫🇮 Finland0.36%
- 🇸🇪 Sweden0.35%
- 🇩🇰 Denmark0.19%
- 🇦🇹 Austria0.16%
- 🇰🇿 Kazakhstan0.15%
- 🇫🇷 France0.09%
- 🇳🇴 Norway0.09%
- 🇪🇸 Spain0.05%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
0.34%
10 out of 11 instruments pay dividend.
20 dividend payments in the next 30 days.
Highest Dividend: $TJX (1.11%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 GOOG | Ex-Dividend | Jun 8, 2026 | $0.22 |
 GOOGL (Smudliczek) | Ex-Dividend | Jun 8, 2026 | $0.22 |
 IBM (Flaten) | Pay Day | Jun 10, 2026 | $1.69 |
 MSFT | Pay Day | Jun 11, 2026 | $0.91 |
MSFT (Smudliczek) | Pay Day | Jun 11, 2026 | $0.91 |
 RTX (Smudliczek) | Pay Day | Jun 11, 2026 | $0.73 |
 BABA (Smudliczek) | Ex-Dividend | Jun 11, 2026 | $1.05 |
 AMAT (Smudliczek) | Pay Day | Jun 11, 2026 | $0.53 |
 01211.HK (Smudliczek) | Ex-Dividend | Jun 11, 2026 | $0.05 |
GOOG | Pay Day | Jun 15, 2026 | $0.22 |
 MO (Smudliczek) | Ex-Dividend | Jun 15, 2026 | $1.06 |
GOOGL (Smudliczek) | Pay Day | Jun 15, 2026 | $0.22 |
 NOC (Smudliczek) | Pay Day | Jun 17, 2026 | $2.47 |
 LIN (Smudliczek) | Pay Day | Jun 18, 2026 | $1.60 |
 J (Smudliczek) | Pay Day | Jun 19, 2026 | $0.36 |
 D (Smudliczek) | Pay Day | Jun 20, 2026 | $0.67 |
 VST (Smudliczek) | Ex-Dividend | Jun 22, 2026 | $0.23 |
 ESLT (Flaten) | Ex-Dividend | Jun 23, 2026 | $1.00 |
 VLO (Smudliczek) | Pay Day | Jun 23, 2026 | $1.20 |
 PYPL (Smudliczek) | Pay Day | Jun 25, 2026 | $0.14 |
 NVDA | Pay Day | Jun 26, 2026 | $0.25 |
 LHX (Flaten) | Pay Day | Jun 26, 2026 | $1.25 |
 LMT (Smudliczek) | Pay Day | Jun 26, 2026 | $3.45 |
 GLW (Flaten) | Pay Day | Jun 29, 2026 | $0.28 |
 PEP (Smudliczek) | Pay Day | Jun 30, 2026 | $1.48 |
 DE (Smudliczek) | Ex-Dividend | Jun 30, 2026 | $1.62 |
VST (Smudliczek) | Pay Day | Jun 30, 2026 | $0.23 |
ESLT (Flaten) | Pay Day | Jul 6, 2026 | $1.00 |
 IDR.MC (Smudliczek) | Ex-Dividend | Jul 7, 2026 | $0.35 |
IDR.MC (Smudliczek) | Pay Day | Jul 9, 2026 | $0.35 |
MO (Smudliczek) | Pay Day | Jul 10, 2026 | $1.06 |
BABA (Smudliczek) | Pay Day | Jul 13, 2026 | $1.05 |
01211.HK (Smudliczek) | Pay Day | Jul 31, 2026 | $0.05 |
DE (Smudliczek) | Pay Day | Aug 10, 2026 | $1.62 |
Performance Metrics
Score 5.1/10
Beta
0.59
0.59
0
0.8
1.2
0
2
Sharpe Ratio
0.68
0.68
0
0.5
1
1.5
1.5
Sortino Ratio
1.19
1.19
0
1
2
3
3
Jensen's Alpha
-0.43
-0.43
-2
0
2
4.5
4.5
Omega Ratio
0.59
0.59
0
1
1.5
2.5
2.5
Treynor Ratio
1.09
1.09
0
0.75
1.25
2
2
Information Ratio
-0.62
-0.62
-1
0.3
0.6
1
1
Calmar Ratio
1.39
1.39
0
0.3
0.6
2
2
Beta
0.59
0.59
0
0.8
1.2
0
2
Sharpe Ratio
0.68
0.68
0
0.5
1
1.5
1.5
Sortino Ratio
1.19
1.19
0
1
2
3
3
Jensen's Alpha
-0.43
-0.43
-2
0
2
4.5
4.5
Omega Ratio
0.59
0.59
0
1
1.5
2.5
2.5
Treynor Ratio
1.09
1.09
0
0.75
1.25
2
2
Information Ratio
-0.62
-0.62
-1
0.3
0.6
1
1
Calmar Ratio
1.39
1.39
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
31.6
High:
AVGO
69.73AVGOLow:
ITUB
9.99ITUBDetails
PEG Ratio
90.59
High:
CASY
204.38CASYLow:NVDA
30.57NVDADetails
Price/Book
13.49
High:NVDA
27.09NVDALow:ITUB
2ITUBDetails
Price/Sales
13.46
High:AVGO
27.07AVGOLow:ITUB
1.09ITUBDetails
Price/CF
26.49
High:AVGO
61.1AVGOLow:ITUB
7.35ITUBDetails
Price/FCF
57.28
High:AVGO
97.81AVGOLow:ITUB
14.38ITUBDetails
P/E Ratio
31.6
High:AVGO
69.73AVGOLow:ITUB
9.99ITUBDetails
PEG Ratio
90.59
High:CASY
204.38CASYLow:NVDA
30.57NVDADetails
Price/Book
13.49
High:NVDA
27.09NVDALow:ITUB
2ITUBDetails
Price/Sales
13.46
High:AVGO
27.07AVGOLow:ITUB
1.09ITUBDetails
Price/CF
26.49
High:AVGO
61.1AVGOLow:ITUB
7.35ITUBDetails
Price/FCF
57.28
High:AVGO
97.81AVGOLow:ITUB
14.38ITUBDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-8.84% | Feb 2025 | Oct 2025 | 8 |
-8.28% | Feb 2026 | - | 5 |
-6.64% | Aug 2023 | Nov 2023 | 3 |
-3.88% | Apr 2024 | May 2024 | 1 |
-3.48% | Dec 2024 | Jan 2025 | 1 |
-3.28% | Jul 2024 | Nov 2024 | 4 |
-1.64% | Feb 2023 | Mar 2023 | 1 |