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+0.33%
This Month
+19.1%
Year To Date
+48.93%
2 Years
+33.46%
5 Years
+33.46%
10 Years
+7.03%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology34.49%
- 🖥️ Technology Services25.34%
- 📈 Indexes14.98%
- 👥 Copy Trading7.86%
- 📊 ETFs7.61%
- 💰 Finance6.81%
- 🪙 Cryptocurrencies1.58%
- 💵 Cash1.22%
- 🧬 Health Technology0.64%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE33.05%
- 🇺🇸 Nasdaq28.34%
- 🇺🇸 NYSE20.43%
- 🌍 CFD14.98%
- 🌍 Digital Currency1.87%
- 🇩🇪 Xetra ETFs0.26%
- 🇫🇷 Euronext Paris0.07%
- 🇩🇰 Copenhagen Stock Exchange0.05%
- 🇭🇰 Hong Kong Exchanges0.05%
- 🇸🇪 Stockholm Stock Exchange0.05%
- 🇮🇹 Borsa Italiana0.02%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States40.06%
- 🇬🇧 United Kingdom33.27%
- 🇨🇳 China0.27%
- 🇹🇼 Taiwan0.15%
- 🇳🇱 Netherlands0.13%
- 🇮🇪 Ireland0.12%
- 🇫🇷 France0.07%
- 🇩🇰 Denmark0.06%
- 🇱🇺 Luxembourg0.06%
- 🇸🇪 Sweden0.05%
- 🇬🇷 Greece0.03%
- 🇰🇷 South Korea0.02%
- 🇮🇹 Italy0.02%
Dividends
Dividend Yield
0.57%
14 out of 23 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $AIG (2.06%)
Dividend Yield Breakdown
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 BATS.L (IlMatematico) | Ex-Dividend | Dec 29, 2025 | $0.76 |
 WMT (greavesy1984) | Pay Day | Jan 5, 2026 | $0.24 |
 TSM (BigTech) | Pay Day | Jan 8, 2026 | $0.84 |
BATS.L (IlMatematico) | Pay Day | Feb 4, 2026 | $0.76 |
Performance Metrics
Score 3/10
Beta
1.11
1.11
0
0.8
1.2
0
2
Sharpe Ratio
0.24
0.24
0
0.5
1
1.5
1.5
Sortino Ratio
0.37
0.37
0
1
2
3
3
Jensen's Alpha
-5.02
-5.02
-6
0
2
4.5
4.5
Omega Ratio
0.73
0.73
0
1
1.5
2.5
2.5
Treynor Ratio
0.36
0.36
0
0.75
1.25
2
2
Information Ratio
-0.42
-0.42
-1
0.3
0.6
1
1
Calmar Ratio
0.18
0.18
0
0.3
0.6
1
1
Beta
1.11
1.11
0
0.8
1.2
0
2
Sharpe Ratio
0.24
0.24
0
0.5
1
1.5
1.5
Sortino Ratio
0.37
0.37
0
1
2
3
3
Jensen's Alpha
-5.02
-5.02
-6
0
2
4.5
4.5
Omega Ratio
0.73
0.73
0
1
1.5
2.5
2.5
Treynor Ratio
0.36
0.36
0
0.75
1.25
2
2
Information Ratio
-0.42
-0.42
-1
0.3
0.6
1
1
Calmar Ratio
0.18
0.18
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
30.06
High:
BSX.US
49.52BSX.USLow:
AIG
15.22AIGDetails
PEG Ratio
96.57
High:
META
462.29METALow:
RR.L
10.9RR.LDetails
Price/Book
9.83
High:
MA
65.12MALow:AIG
1.13AIGDetails
Price/Sales
9.63
High:
NVDA
22.9NVDALow:AIG
1.73AIGDetails
Price/CF
22.24
High:NVDA
54.84NVDALow:
AXP
10.89AXPDetails
Price/FCF
49.84
High:
ORCL
348.36ORCLLow:AXP
13.75AXPDetails
P/E Ratio
30.06
High:BSX.US
49.52BSX.USLow:AIG
15.22AIGDetails
PEG Ratio
96.57
High:META
462.29METALow:RR.L
10.9RR.LDetails
Price/Book
9.83
High:MA
65.12MALow:AIG
1.13AIGDetails
Price/Sales
9.63
High:NVDA
22.9NVDALow:AIG
1.73AIGDetails
Price/CF
22.24
High:NVDA
54.84NVDALow:AXP
10.89AXPDetails
Price/FCF
49.84
High:ORCL
348.36ORCLLow:AXP
13.75AXPDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-36.67% | Nov 2021 | Sep 2024 | 34 |
-7.9% | Feb 2025 | Jun 2025 | 4 |
-4.2% | Sep 2021 | Oct 2021 | 1 |
-3.52% | Nov 2025 | - | 2 |
-1.79% | Dec 2024 | Jan 2025 | 1 |
-0.78% | Oct 2024 | Nov 2024 | 1 |
-0.73% | Jul 2021 | Aug 2021 | 1 |