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+1.09%
This Month
+18.46%
Year To Date
+56.81%
2 Years
+32.75%
5 Years
+32.75%
10 Years
+7.34%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading37.31%
- 💻 Electronic Technology19.49%
- 🖥️ Technology Services18.43%
- 📈 Indexes7.87%
- 📊 ETFs4.03%
- 💰 Finance3.7%
- 💵 Cash2.84%
- 🧬 Health Technology1.69%
- 🪙 Cryptocurrencies1.09%
- ❓ Other0.35%
- 🧪 Process Industries0.09%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq31.62%
- 🇺🇸 NYSE23.71%
- 🇬🇧 LSE19.85%
- 🌍 CFD8.04%
- 🌍 Digital Currency4.79%
- 🇩🇪 Xetra ETFs2.66%
- 🇫🇷 Euronext Paris0.66%
- 🇭🇰 Hong Kong Exchanges0.51%
- 🇩🇰 Copenhagen Stock Exchange0.4%
- 🇸🇪 Stockholm Stock Exchange0.38%
- Regular Trading Hours - RTH0.35%
- 🇮🇹 Borsa Italiana0.19%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States43.63%
- 🇬🇧 United Kingdom20.84%
- 🇳🇱 Netherlands1.56%
- 🇨🇭 Switzerland1.41%
- 🇨🇳 China0.77%
- 🇫🇷 France0.66%
- 🇩🇰 Denmark0.65%
- 🇱🇺 Luxembourg0.6%
- 🇰🇷 South Korea0.41%
- 🇸🇪 Sweden0.38%
- 🇬🇷 Greece0.3%
- 🇮🇹 Italy0.19%
- 🇮🇪 Ireland0.18%
- 🇹🇼 Taiwan0.16%
Dividends
Dividend Yield
0.92%
22 out of 27 instruments pay dividend.
23 dividend payments in the next 30 days.
Highest Dividend: $AIG (2.15%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 IlMatematico | 0.32% | 1.76% | - |
 greavesy1984 | 0.21% | 1.48% | - |
 RR.L | 0.18% | 0.98% | - |
 MSFT | 0.06% | 0.67% | $3 |
 JPM | 0.02% | 1.8% | $4.4 |
 VOO | 0.02% | 1.22% | - |
 BigTech | 0.02% | 0.33% | - |
 VT.US | 0.02% | 1.77% | - |
 ORCL | 0.02% | 0.77% | $1.6 |
 SPY | 0.01% | 1.16% | - |
 LLY | 0.01% | 0.8% | $4.86 |
 MA | 0.01% | 0.5% | $2.46 |
 GOOG | 0.01% | 0.35% | $0.2 |
 META | 0.01% | 0.27% | $1 |
 GOOGL | 0.01% | 0.35% | $0.2 |
 AXP | 0% | 0.93% | $2.6 |
 VOOG | 0% | 0.53% | - |
 AIG | 0% | 2.15% | $1.48 |
 AAPL | 0% | 0.43% | $0.97 |
 LIN | 0% | 1.26% | $5.33 |
 NVDA | 0% | 0.02% | $0.02 |
 NVDA.RTH | 0% | 0.03% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
GOOG | Ex-Dividend | Sep 8, 2025 | $0.21 |
GOOGL | Ex-Dividend | Sep 8, 2025 | $0.21 |
GOOGL (BigTech) | Ex-Dividend | Sep 8, 2025 | $0.21 |
 AZN (greavesy1984) | Pay Day | Sep 8, 2025 | $0.52 |
GOOGL (greavesy1984) | Ex-Dividend | Sep 8, 2025 | $0.21 |
LLY | Pay Day | Sep 10, 2025 | $1.50 |
 VCTR (IlMatematico) | Ex-Dividend | Sep 10, 2025 | $0.49 |
MSFT | Pay Day | Sep 11, 2025 | $0.83 |
NVDA | Ex-Dividend | Sep 11, 2025 | $0.01 |
MSFT (BigTech) | Pay Day | Sep 11, 2025 | $0.83 |
NVDA (BigTech) | Ex-Dividend | Sep 11, 2025 | $0.01 |
 AMAT (BigTech) | Pay Day | Sep 11, 2025 | $0.46 |
MSFT (IlMatematico) | Pay Day | Sep 11, 2025 | $0.83 |
NVDA (IlMatematico) | Ex-Dividend | Sep 11, 2025 | $0.01 |
GOOG | Pay Day | Sep 15, 2025 | $0.21 |
GOOGL | Pay Day | Sep 15, 2025 | $0.21 |
GOOGL (BigTech) | Pay Day | Sep 15, 2025 | $0.21 |
 UNH (IlMatematico) | Ex-Dividend | Sep 15, 2025 | $2.21 |
UNH (greavesy1984) | Ex-Dividend | Sep 15, 2025 | $2.21 |
GOOGL (greavesy1984) | Pay Day | Sep 15, 2025 | $0.21 |
AIG | Ex-Dividend | Sep 16, 2025 | $0.45 |
 TSM (BigTech) | Ex-Dividend | Sep 16, 2025 | $0.82 |
LIN | Pay Day | Sep 18, 2025 | $1.50 |
 HD (greavesy1984) | Pay Day | Sep 18, 2025 | $2.30 |
 EMG.L (IlMatematico) | Pay Day | Sep 19, 2025 | $0.06 |
 AVGO (BigTech) | Ex-Dividend | Sep 22, 2025 | $0.59 |
 ENI.MI (IlMatematico) | Ex-Dividend | Sep 22, 2025 | $0.31 |
UNH (IlMatematico) | Pay Day | Sep 23, 2025 | $2.21 |
UNH (greavesy1984) | Pay Day | Sep 23, 2025 | $2.21 |
ENI.MI (IlMatematico) | Pay Day | Sep 24, 2025 | $0.31 |
 QCOM (BigTech) | Pay Day | Sep 25, 2025 | $0.89 |
VCTR (IlMatematico) | Pay Day | Sep 25, 2025 | $0.49 |
AIG | Pay Day | Sep 30, 2025 | $0.45 |
AVGO (BigTech) | Pay Day | Sep 30, 2025 | $0.59 |
NVDA | Pay Day | Oct 2, 2025 | $0.01 |
NVDA (BigTech) | Pay Day | Oct 2, 2025 | $0.01 |
NVDA (IlMatematico) | Pay Day | Oct 2, 2025 | $0.01 |
 BATS.L (IlMatematico) | Ex-Dividend | Oct 2, 2025 | $0.76 |
TSM (BigTech) | Pay Day | Oct 9, 2025 | $0.82 |
BATS.L (IlMatematico) | Pay Day | Nov 7, 2025 | $0.76 |
 MC.PA (IlMatematico) | Ex-Dividend | Dec 2, 2025 | $6.47 |
MC.PA (IlMatematico) | Pay Day | Dec 4, 2025 | $6.47 |
Performance Metrics
Score 3/10
Beta
1.1
1.1
0
0.8
1.2
0
2
Sharpe Ratio
0.25
0.25
0
0.5
1
1.5
1.5
Sortino Ratio
0.38
0.38
0
1
2
3
3
Jensen's Alpha
-4.12
-4.12
-5
0
2
4.5
4.5
Omega Ratio
0.78
0.78
0
1
1.5
2.5
2.5
Treynor Ratio
0.38
0.38
0
0.75
1.25
2
2
Information Ratio
-0.33
-0.33
-1
0.3
0.6
1
1
Calmar Ratio
0.18
0.18
0
0.3
0.6
1
1
Beta
1.1
1.1
0
0.8
1.2
0
2
Sharpe Ratio
0.25
0.25
0
0.5
1
1.5
1.5
Sortino Ratio
0.38
0.38
0
1
2
3
3
Jensen's Alpha
-4.12
-4.12
-5
0
2
4.5
4.5
Omega Ratio
0.78
0.78
0
1
1.5
2.5
2.5
Treynor Ratio
0.38
0.38
0
0.75
1.25
2
2
Information Ratio
-0.33
-0.33
-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
31.31
High:
BSX.US
63.86BSX.USLow:
AIG
15.15AIGDetails
PEG Ratio
369.79
High:
AAPL
24,779.06AAPLLow:
RR.L
10.64RR.LDetails
Price/Book
10.4
High:
MA
68.72MALow:AIG
1.1AIGDetails
Price/Sales
10.28
High:
NVDA
25.49NVDALow:AIG
1.7AIGDetails
Price/CF
23.37
High:
LLY
64.13LLYLow:AIG
15.66AIGDetails
Price/FCF
54.71
High:LLY
631.92LLYLow:AIG
22.76AIGDetails
P/E Ratio
31.31
High:BSX.US
63.86BSX.USLow:AIG
15.15AIGDetails
PEG Ratio
369.79
High:AAPL
24,779.06AAPLLow:RR.L
10.64RR.LDetails
Price/Book
10.4
High:MA
68.72MALow:AIG
1.1AIGDetails
Price/Sales
10.28
High:NVDA
25.49NVDALow:AIG
1.7AIGDetails
Price/CF
23.37
High:LLY
64.13LLYLow:AIG
15.66AIGDetails
Price/FCF
54.71
High:LLY
631.92LLYLow:AIG
22.76AIGDetails
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 |