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-19.35%
This Month
+35.44%
Year To Date
-17.88%
2 Years
+13.62%
5 Years
-71.46%
10 Years
-16.05%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash55.69%
- 👥 Copy Trading26.11%
- 🚗 Consumer Durables12.69%
- 💰 Finance2.27%
- 🛍️ Retail Trade1.49%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq20.46%
- 🇺🇸 NYSE11.9%
- 🇬🇧 LSE3.81%
- 🇩🇪 FRA2.17%
- 🇭🇰 Hong Kong Exchanges1.82%
- 🇳🇱 Euronext Amsterdam0.58%
- Tokyo Stock Exchange0.54%
- 🇫🇷 Euronext Paris0.45%
- 🇩🇰 Copenhagen Stock Exchange0.32%
- 🇸🇪 Stockholm Stock Exchange0.19%
- Regular Trading Hours - RTH0.16%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States27.33%
- 🇨🇳 China5.05%
- 🇰🇷 South Korea2.21%
- 🇩🇪 Germany1.98%
- 🇬🇧 United Kingdom1.92%
- 🇧🇷 Brazil0.8%
- 🇳🇱 Netherlands0.58%
- 🇫🇷 France0.45%
- 🇹🇼 Taiwan0.35%
- 🇰🇿 Kazakhstan0.33%
- 🇩🇰 Denmark0.32%
- 🇸🇪 Sweden0.19%
- 🇦🇹 Austria0.19%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
0.25%
2 out of 4 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $BABA (0.93%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 Smudliczek | 0.23% | 0.89% | - |
 BABA | 0.01% | 0.93% | $0.98 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 DE (Smudliczek) | Pay Day | Nov 9, 2026 | $1.62 |
 GD (Smudliczek) | Pay Day | Nov 13, 2026 | $1.59 |
 RTX (Smudliczek) | Ex-Dividend | Nov 14, 2026 | $0.73 |
 ABT.US (Smudliczek) | Pay Day | Nov 16, 2026 | $0.63 |
 MSFT (Smudliczek) | Ex-Dividend | Nov 20, 2026 | $0.91 |
 AMAT (Smudliczek) | Ex-Dividend | Nov 20, 2026 | $0.53 |
 J (Smudliczek) | Ex-Dividend | Nov 21, 2026 | $0.36 |
 YUMC (Smudliczek) | Ex-Dividend | Nov 27, 2026 | $0.29 |
 MCD (Smudliczek) | Ex-Dividend | Dec 1, 2026 | $1.86 |
 LMT (Smudliczek) | Ex-Dividend | Dec 1, 2026 | $3.45 |
 NOC (Smudliczek) | Ex-Dividend | Dec 1, 2026 | $2.47 |
 GLW (Smudliczek) | Ex-Dividend | Dec 1, 2026 | $0.28 |
 LIN (Smudliczek) | Ex-Dividend | Dec 3, 2026 | $1.60 |
 PEP (Smudliczek) | Ex-Dividend | Dec 4, 2026 | $1.48 |
 D (Smudliczek) | Ex-Dividend | Dec 4, 2026 | $0.67 |
 GOOGL (Smudliczek) | Ex-Dividend | Dec 4, 2026 | $0.22 |
 MO (Smudliczek) | Ex-Dividend | Dec 15, 2026 | $1.06 |
 TSM (Smudliczek) | Ex-Dividend | Dec 16, 2026 | $0.95 |
 VST (Smudliczek) | Ex-Dividend | Dec 21, 2026 | $0.23 |
DE (Smudliczek) | Ex-Dividend | Dec 30, 2026 | $1.62 |
GD (Smudliczek) | Ex-Dividend | Jan 9, 2027 | $1.59 |
 MU (Smudliczek) | Ex-Dividend | Jan 14, 2027 | $0.15 |
ABT.US (Smudliczek) | Ex-Dividend | Jan 15, 2027 | $0.63 |
 DELL (Smudliczek) | Ex-Dividend | Jan 20, 2027 | $0.63 |
 ASML.NV (Smudliczek) | Ex-Dividend | Jan 26, 2027 | $3.15 |
 3750.HK (Smudliczek) | Ex-Dividend | Feb 6, 2027 | $0.00 |
 NOVO-B.CO (Smudliczek) | Ex-Dividend | Feb 14, 2027 | $1.26 |
 ENR.DE (Smudliczek) | Ex-Dividend | Feb 27, 2027 | $0.00 |
 MC.PA (Smudliczek) | Ex-Dividend | Apr 28, 2027 | $8.60 |
 SU.PA (Smudliczek) | Ex-Dividend | May 11, 2027 | $4.94 |
 EVO.ST (Smudliczek) | Ex-Dividend | May 12, 2027 | $3.06 |
 RHM.DE (Smudliczek) | Ex-Dividend | May 13, 2027 | $13.50 |
 0700.HK (Smudliczek) | Ex-Dividend | May 15, 2027 | $0.68 |
BABA | Ex-Dividend | Jun 11, 2027 | $1.05 |
BABA (Smudliczek) | Ex-Dividend | Jun 11, 2027 | $1.05 |
 01211.HK (Smudliczek) | Ex-Dividend | Jun 11, 2027 | $0.05 |
 OGZDL.L (Smudliczek) | Ex-Dividend | Jul 14, 2027 | $0.00 |
Performance Metrics
Score 4/10
Beta
-0.46
-0.46
-1
0.8
1.2
-1
2
Sharpe Ratio
-0.13
-0.13
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.17
-0.17
-1
1
2
3
3
Jensen's Alpha
-0.65
-0.65
-2
0
2
4.5
4.5
Omega Ratio
0.76
0.76
0
1
1.5
2.5
2.5
Treynor Ratio
1.13
1.13
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
-1
0.3
0.6
1
1
Beta
-0.46
-0.46
-1
0.8
1.2
-1
2
Sharpe Ratio
-0.13
-0.13
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.17
-0.17
-1
1
2
3
3
Jensen's Alpha
-0.65
-0.65
-2
0
2
4.5
4.5
Omega Ratio
0.76
0.76
0
1
1.5
2.5
2.5
Treynor Ratio
1.13
1.13
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
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
326.81
High:
TSLA
423.7TSLALow:
COIN
-53.48COINDetails
PEG Ratio
N/A
Details
Price/Book
14.11
High:TSLA
17.05TSLALow:BABA
1.64BABADetails
Price/Sales
11.61
High:TSLA
13.17TSLALow:BABA
1.7BABADetails
Price/CF
64.07
High:TSLA
67.15TSLALow:BABA
20.61BABADetails
Price/FCF
370.06
High:BABA
1,196.17BABALow:COIN
38.09COINDetails
P/E Ratio
326.81
High:TSLA
423.7TSLALow:COIN
-53.48COINDetails
PEG Ratio
N/A
Details
Price/Book
14.11
High:TSLA
17.05TSLALow:BABA
1.64BABADetails
Price/Sales
11.61
High:TSLA
13.17TSLALow:BABA
1.7BABADetails
Price/CF
64.07
High:TSLA
67.15TSLALow:BABA
20.61BABADetails
Price/FCF
370.06
High:BABA
1,196.17BABALow:COIN
38.09COINDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-92.19% | Sep 2020 | - | 75 |
-24.2% | Mar 2020 | Aug 2020 | 5 |
-5.56% | Aug 2019 | Oct 2019 | 2 |