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0%
Today
-3.54%
This Month
-4.35%
Year To Date
+24.85%
2 Years
+69.05%
5 Years
-12.79%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology17.65%
- 💰 Finance17.54%
- 🛍️ Retail Trade16.01%
- 📊 ETFs10.04%
- 💵 Cash8.25%
- 🚚 Transportation8.13%
- 🖥️ Technology Services7.01%
- 🧬 Health Technology3.9%
- 🏥 Health Services3.34%
- 🏭 Industrial Services3.34%
- 📦 Distribution Services2.22%
- 👥 Copy Trading1.57%
- 💇♀️ Consumer Services0.62%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE46.44%
- 🇺🇸 Nasdaq35.48%
- 🇳🇱 Euronext Amsterdam4.49%
- 🇫🇷 Euronext Paris4.07%
- 🇬🇧 LSE0.64%
- 🇭🇰 Hong Kong Exchanges0.09%
- 🇫🇮 Helsinki Stock Exchange0.04%
- 🇳🇴 Oslo Stock Exchange0.02%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States63.86%
- 🇳🇱 Netherlands8.63%
- 🇺🇾 Uruguay6.67%
- 🇮🇪 Ireland0.77%
- 🇬🇧 United Kingdom0.63%
- 🇫🇮 Finland0.15%
- 🇱🇺 Luxembourg0.15%
- 🇨🇳 China0.09%
- 🇦🇷 Argentina0.08%
- 🇨🇦 Canada0.07%
- 🇭🇰 Hong Kong0.05%
- 🇿🇦 South Africa0.04%
- 🇧🇲 Bermuda0.02%
- 🇧🇷 Brazil0.01%
- 🇷🇺 Russia0.01%
Dividends
Dividend Yield
0.99%
14 out of 25 instruments pay dividend.
8 dividend payments in the next 30 days.
Highest Dividend: $PFE (7.63%)
Dividend Yield Breakdown
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 AIR.PA | Ex-Dividend | Apr 22, 2025 | $1.04 |
AIR.PA | Pay Day | Apr 24, 2025 | $1.04 |
 ASML.NV | Ex-Dividend | Apr 25, 2025 | $2.10 |
 LIGHT.NV (Andrew-BT) | Ex-Dividend | Apr 29, 2025 | $1.61 |
 T (Andrew-BT) | Pay Day | May 1, 2025 | $0.28 |
 VZ (Andrew-BT) | Pay Day | May 1, 2025 | $0.68 |
 O (Andrew-BT) | Ex-Dividend | May 1, 2025 | $0.27 |
ASML.NV | Pay Day | May 6, 2025 | $2.10 |
LIGHT.NV (Andrew-BT) | Pay Day | May 7, 2025 | $1.61 |
 TYRES.HE (Andrew-BT) | Ex-Dividend | May 8, 2025 | $0.27 |
 ABBV (Andrew-BT) | Pay Day | May 15, 2025 | $1.64 |
O (Andrew-BT) | Pay Day | May 15, 2025 | $0.27 |
TYRES.HE (Andrew-BT) | Pay Day | May 20, 2025 | $0.27 |
 0941.HK (Andrew-BT) | Ex-Dividend | Jun 6, 2025 | $0.32 |
0941.HK (Andrew-BT) | Pay Day | Jun 25, 2025 | $0.32 |
 REXR | Ex-Dividend | Jun 30, 2025 | $0.43 |
REXR | Pay Day | Jul 15, 2025 | $0.43 |
 GDX | Pay Day | Dec 24, 2025 | $- |
Performance Metrics
Score 2.6/10
Beta
0.62
0.62
0
0.8
1.2
0
2
Sharpe Ratio
-0.28
-0.28
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.35
-0.35
-1
1
2
3
3
Jensen's Alpha
-14.21
-14.21
-15
0
2
4.5
4.5
Omega Ratio
0.55
0.55
0
1
1.5
2.5
2.5
Treynor Ratio
-1.27
-1.27
-2
0.75
1.25
2
2
Information Ratio
-0.58
-0.58
-1
0.3
0.6
1
1
Calmar Ratio
-0.15
-0.15
-1
0.3
0.6
1
1
Beta
0.62
0.62
0
0.8
1.2
0
2
Sharpe Ratio
-0.28
-0.28
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.35
-0.35
-1
1
2
3
3
Jensen's Alpha
-14.21
-14.21
-15
0
2
4.5
4.5
Omega Ratio
0.55
0.55
0
1
1.5
2.5
2.5
Treynor Ratio
-1.27
-1.27
-2
0.75
1.25
2
2
Information Ratio
-0.58
-0.58
-1
0.3
0.6
1
1
Calmar Ratio
-0.15
-0.15
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
24.79
High:
AMD
87.22AMDLow:
LMND
-9.39LMNDDetails
PEG Ratio
64.55
High:
HON
826.1HONLow:
SRG.US
-94SRG.USDetails
Price/Book
6.86
High:
NVDA
31.32NVDALow:SRG.US
0.4SRG.USDetails
Price/Sales
4.33
High:
BAM
42.36BAMLow:
WIZZ.L
0.43WIZZ.LDetails
Price/CF
21.5
High:AMD
67.27AMDLow:SRG.US
2.57SRG.USDetails
Price/FCF
44.54
High:
REXR
1,118.76REXRLow:SRG.US
2.7SRG.USDetails
P/E Ratio
24.79
High:AMD
87.22AMDLow:LMND
-9.39LMNDDetails
PEG Ratio
64.55
High:HON
826.1HONLow:SRG.US
-94SRG.USDetails
Price/Book
6.86
High:NVDA
31.32NVDALow:SRG.US
0.4SRG.USDetails
Price/Sales
4.33
High:BAM
42.36BAMLow:WIZZ.L
0.43WIZZ.LDetails
Price/CF
21.5
High:AMD
67.27AMDLow:SRG.US
2.57SRG.USDetails
Price/FCF
44.54
High:REXR
1,118.76REXRLow:SRG.US
2.7SRG.USDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-84.25% | Jan 2018 | - | 88 |