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+0.16%
Today
+2.73%
This Month
+14.67%
Year To Date
+36.35%
2 Years
+28.5%
5 Years
+6.76%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading39.57%
- 💻 Electronic Technology18.69%
- 🖥️ Technology Services18.33%
- 📈 Indexes7.9%
- 📊 ETFs4.05%
- 💰 Finance3.68%
- 💵 Cash2.87%
- 🧬 Health Technology2.16%
- 🪙 Cryptocurrencies1.2%
- 🧪 Process Industries0.09%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq34.32%
- 🇺🇸 NYSE23.68%
- 🇬🇧 LSE19.1%
- 🌍 CFD8.09%
- 🌍 Digital Currency5.4%
- 🇩🇪 Xetra ETFs2.89%
- 🇫🇷 Euronext Paris0.65%
- 🇭🇰 Hong Kong Exchanges0.48%
- 🇸🇪 Stockholm Stock Exchange0.41%
- 🇮🇹 Borsa Italiana0.19%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States48.7%
- 🇬🇧 United Kingdom18.7%
- 🇹🇼 Taiwan1.71%
- 🇨🇳 China0.71%
- 🇫🇷 France0.65%
- 🇱🇺 Luxembourg0.56%
- 🇩🇰 Denmark0.56%
- 🇰🇷 South Korea0.42%
- 🇸🇪 Sweden0.41%
- 🇬🇷 Greece0.3%
- 🇮🇹 Italy0.19%
- 🇮🇪 Ireland0.16%
- 🇳🇱 Netherlands0.12%
Dividends
Dividend Yield
0.78%
21 out of 26 instruments pay dividend.
9 dividend payments in the next 30 days.
Highest Dividend: $AIG (2.03%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 IlMatematico | 0.35% | 1.87% | - |
 greavesy1984 | 0.11% | 0.68% | - |
 RR.L | 0.1% | 0.6% | - |
 MSFT | 0.06% | 0.65% | $3 |
 JPM | 0.02% | 1.82% | $4.4 |
 VOO | 0.02% | 1.29% | - |
 BigTech | 0.02% | 0.33% | - |
 VT.US | 0.02% | 1.83% | - |
 ORCL | 0.02% | 0.74% | $1.6 |
 LLY | 0.01% | 0.76% | $4.86 |
 SPY | 0.01% | 1.21% | - |
 MA | 0.01% | 0.53% | $2.46 |
 GOOG | 0.01% | 0.42% | $0.2 |
 META | 0.01% | 0.29% | $1 |
 GOOGL | 0.01% | 0.43% | $0.2 |
 AXP | 0% | 1% | $2.6 |
 VOOG | 0% | 0.54% | - |
 AIG | 0% | 2.03% | $1.48 |
 AAPL | 0% | 0.48% | $0.97 |
 LIN | 0% | 1.22% | $5.33 |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 MU (BigTech) | Pay Day | Jul 22, 2025 | $0.12 |
ORCL | Pay Day | Jul 24, 2025 | $0.50 |
ORCL (BigTech) | Pay Day | Jul 24, 2025 | $0.50 |
ORCL (greavesy1984) | Pay Day | Jul 24, 2025 | $0.50 |
 ASML (BigTech) | Ex-Dividend | Jul 29, 2025 | $1.86 |
JPM | Pay Day | Jul 31, 2025 | $1.40 |
 PAGP (IlMatematico) | Ex-Dividend | Jul 31, 2025 | $0.38 |
ASML (BigTech) | Pay Day | Aug 6, 2025 | $1.86 |
AXP | Pay Day | Aug 8, 2025 | $0.82 |
MA | Pay Day | Aug 8, 2025 | $0.76 |
PAGP (IlMatematico) | Pay Day | Aug 14, 2025 | $0.38 |
LLY | Ex-Dividend | Aug 15, 2025 | $1.50 |
MSFT | Ex-Dividend | Aug 21, 2025 | $0.83 |
MSFT (BigTech) | Ex-Dividend | Aug 21, 2025 | $0.83 |
 AMAT (BigTech) | Ex-Dividend | Aug 21, 2025 | $0.46 |
MSFT (IlMatematico) | Ex-Dividend | Aug 21, 2025 | $0.83 |
AMAT (IlMatematico) | Ex-Dividend | Aug 21, 2025 | $0.46 |
 GS (greavesy1984) | Ex-Dividend | Aug 29, 2025 | $4.00 |
 QCOM (BigTech) | Ex-Dividend | Sep 4, 2025 | $0.89 |
LLY | Pay Day | Sep 10, 2025 | $1.50 |
MSFT | Pay Day | Sep 11, 2025 | $0.83 |
MSFT (BigTech) | Pay Day | Sep 11, 2025 | $0.83 |
AMAT (BigTech) | Pay Day | Sep 11, 2025 | $0.46 |
MSFT (IlMatematico) | Pay Day | Sep 11, 2025 | $0.83 |
AMAT (IlMatematico) | Pay Day | Sep 11, 2025 | $0.46 |
 TSM (BigTech) | Ex-Dividend | Sep 16, 2025 | $0.82 |
TSM (greavesy1984) | Ex-Dividend | Sep 16, 2025 | $0.82 |
QCOM (BigTech) | Pay Day | Sep 25, 2025 | $0.89 |
GS (greavesy1984) | Pay Day | Sep 29, 2025 | $4.00 |
 BATS.L (IlMatematico) | Ex-Dividend | Oct 2, 2025 | $0.76 |
TSM (BigTech) | Pay Day | Oct 9, 2025 | $0.82 |
TSM (greavesy1984) | Pay Day | Oct 9, 2025 | $0.82 |
BATS.L (IlMatematico) | Pay Day | Nov 7, 2025 | $0.76 |
Performance Metrics
Score 2.9/10
Beta
1.1
1.1
0
0.8
1.2
0
2
Sharpe Ratio
0.2
0.2
0
0.5
1
1.5
1.5
Sortino Ratio
0.31
0.31
0
1
2
3
3
Jensen's Alpha
-3.99
-3.99
-4
0
2
4.5
4.5
Omega Ratio
0.79
0.79
0
1
1.5
2.5
2.5
Treynor Ratio
0.31
0.31
0
0.75
1.25
2
2
Information Ratio
-0.32
-0.32
-1
0.3
0.6
1
1
Calmar Ratio
0.15
0.15
0
0.3
0.6
1
1
Beta
1.1
1.1
0
0.8
1.2
0
2
Sharpe Ratio
0.2
0.2
0
0.5
1
1.5
1.5
Sortino Ratio
0.31
0.31
0
1
2
3
3
Jensen's Alpha
-3.99
-3.99
-4
0
2
4.5
4.5
Omega Ratio
0.79
0.79
0
1
1.5
2.5
2.5
Treynor Ratio
0.31
0.31
0
0.75
1.25
2
2
Information Ratio
-0.32
-0.32
-1
0.3
0.6
1
1
Calmar Ratio
0.15
0.15
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
33.42
High:
BSX.US
75.94BSX.USLow:
BRK.B
12.63BRK.BDetails
PEG Ratio
493.78
High:
RR.L
892.36RR.LLow:
GOOGL
54.71GOOGLDetails
Price/Book
10.88
High:
MA
75.39MALow:RR.L
-93.26RR.LDetails
Price/Sales
10.51
High:
NVDA
28.57NVDALow:
AIG
1.78AIGDetails
Price/CF
20.14
High:
LLY
79.83LLYLow:RR.L
13.5RR.LDetails
Price/FCF
45.46
High:LLY
631.92LLYLow:RR.L
15.79RR.LDetails
P/E Ratio
33.42
High:BSX.US
75.94BSX.USLow:BRK.B
12.63BRK.BDetails
PEG Ratio
493.78
High:RR.L
892.36RR.LLow:GOOGL
54.71GOOGLDetails
Price/Book
10.88
High:MA
75.39MALow:RR.L
-93.26RR.LDetails
Price/Sales
10.51
High:NVDA
28.57NVDALow:AIG
1.78AIGDetails
Price/CF
20.14
High:LLY
79.83LLYLow:RR.L
13.5RR.LDetails
Price/FCF
45.46
High:LLY
631.92LLYLow:RR.L
15.79RR.LDetails
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 |
-1.79% | Dec 2024 | Jan 2025 | 1 |
-0.78% | Oct 2024 | Nov 2024 | 1 |
-0.73% | Jul 2021 | Aug 2021 | 1 |