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-2.33%
This Month
+19.85%
Year To Date
+62.99%
2 Years
+34.3%
5 Years
+34.3%
10 Years
+7.49%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology35.06%
- 🖥️ Technology Services25.54%
- 📈 Indexes14.5%
- 👥 Copy Trading8.02%
- 📊 ETFs7.38%
- 💰 Finance6.43%
- 🪙 Cryptocurrencies1.93%
- 💵 Cash0.81%
- 🧬 Health Technology0.68%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE33.62%
- 🇺🇸 Nasdaq27.48%
- 🇺🇸 NYSE21.03%
- 🌍 CFD14.5%
- 🌍 Digital Currency2.31%
- 🇩🇪 Xetra ETFs0.29%
- 🇫🇷 Euronext Paris0.07%
- 🇭🇰 Hong Kong Exchanges0.06%
- 🇩🇰 Copenhagen Stock Exchange0.04%
- 🇸🇪 Stockholm Stock Exchange0.03%
- 🇮🇹 Borsa Italiana0.02%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States39.54%
- 🇬🇧 United Kingdom33.65%
- 🇨🇳 China0.46%
- 🇳🇱 Netherlands0.37%
- 🇹🇼 Taiwan0.34%
- 🇮🇪 Ireland0.14%
- 🇫🇷 France0.07%
- 🇩🇰 Denmark0.06%
- 🇱🇺 Luxembourg0.06%
- 🇰🇷 South Korea0.05%
- 🇸🇪 Sweden0.03%
- 🇬🇷 Greece0.02%
- 🇮🇹 Italy0.02%
Dividends
Dividend Yield
0.55%
14 out of 23 instruments pay dividend.
6 dividend payments in the next 30 days.
Highest Dividend: $AIG (2.19%)
Dividend Yield Breakdown
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 ORCL | Pay Day | Oct 23, 2025 | $0.50 |
ORCL (BigTech) | Pay Day | Oct 23, 2025 | $0.50 |
 JPM | Pay Day | Oct 31, 2025 | $1.50 |
 MA | Pay Day | Nov 7, 2025 | $0.76 |
 AXP | Pay Day | Nov 10, 2025 | $0.82 |
 MSFT | Ex-Dividend | Nov 20, 2025 | $0.91 |
MSFT (BigTech) | Ex-Dividend | Nov 20, 2025 | $0.91 |
 AMAT.RTH. (BigTech) | Ex-Dividend | Nov 20, 2025 | $0.46 |
MSFT (IlMatematico) | Ex-Dividend | Nov 20, 2025 | $0.91 |
 CAT (greavesy1984) | Pay Day | Nov 20, 2025 | $1.51 |
 MC.PA (IlMatematico) | Ex-Dividend | Dec 2, 2025 | $6.47 |
MC.PA (IlMatematico) | Pay Day | Dec 4, 2025 | $6.47 |
MSFT | Pay Day | Dec 11, 2025 | $0.91 |
MSFT (BigTech) | Pay Day | Dec 11, 2025 | $0.91 |
AMAT.RTH. (BigTech) | Pay Day | Dec 11, 2025 | $0.46 |
 TSM (BigTech) | Ex-Dividend | Dec 11, 2025 | $0.84 |
MSFT (IlMatematico) | Pay Day | Dec 11, 2025 | $0.91 |
TSM (greavesy1984) | Ex-Dividend | Dec 11, 2025 | $0.84 |
 BATS.L (IlMatematico) | Ex-Dividend | Dec 29, 2025 | $0.76 |
TSM (BigTech) | Pay Day | Jan 8, 2026 | $0.84 |
TSM (greavesy1984) | Pay Day | Jan 8, 2026 | $0.84 |
BATS.L (IlMatematico) | Pay Day | Feb 4, 2026 | $0.76 |
Performance Metrics
Score 3.2/10
Beta
1.11
1.11
0
0.8
1.2
0
2
Sharpe Ratio
0.3
0.3
0
0.5
1
1.5
1.5
Sortino Ratio
0.45
0.45
0
1
2
3
3
Jensen's Alpha
-3.77
-3.77
-4
0
2
4.5
4.5
Omega Ratio
0.81
0.81
0
1
1.5
2.5
2.5
Treynor Ratio
0.45
0.45
0
0.75
1.25
2
2
Information Ratio
-0.29
-0.29
-1
0.3
0.6
1
1
Calmar Ratio
0.21
0.21
0
0.3
0.6
1
1
Beta
1.11
1.11
0
0.8
1.2
0
2
Sharpe Ratio
0.3
0.3
0
0.5
1
1.5
1.5
Sortino Ratio
0.45
0.45
0
1
2
3
3
Jensen's Alpha
-3.77
-3.77
-4
0
2
4.5
4.5
Omega Ratio
0.81
0.81
0
1
1.5
2.5
2.5
Treynor Ratio
0.45
0.45
0
0.75
1.25
2
2
Information Ratio
-0.29
-0.29
-1
0.3
0.6
1
1
Calmar Ratio
0.21
0.21
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
30.25
High:
ORCL
67.44ORCLLow:
AIG
14.34AIGDetails
PEG Ratio
108.82
High:ORCL
600.3ORCLLow:
RR.L
10.97RR.LDetails
Price/Book
10.18
High:
MA
64.72MALow:AIG
1.04AIGDetails
Price/Sales
9.75
High:
NVDA
27.21NVDALow:AIG
1.61AIGDetails
Price/CF
21.64
High:NVDA
55.25NVDALow:
AXP
10.89AXPDetails
Price/FCF
48.46
High:ORCL
348.36ORCLLow:AXP
13.75AXPDetails
P/E Ratio
30.25
High:ORCL
67.44ORCLLow:AIG
14.34AIGDetails
PEG Ratio
108.82
High:ORCL
600.3ORCLLow:RR.L
10.97RR.LDetails
Price/Book
10.18
High:MA
64.72MALow:AIG
1.04AIGDetails
Price/Sales
9.75
High:NVDA
27.21NVDALow:AIG
1.61AIGDetails
Price/CF
21.64
High:NVDA
55.25NVDALow:AXP
10.89AXPDetails
Price/FCF
48.46
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 |
-2.33% | Oct 2025 | - | 1 |
-1.79% | Dec 2024 | Jan 2025 | 1 |
-0.78% | Oct 2024 | Nov 2024 | 1 |
-0.73% | Jul 2021 | Aug 2021 | 1 |