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-3.03%
This Month
-3.66%
Year To Date
+37.19%
2 Years
+37.79%
5 Years
+45.07%
10 Years
+8.62%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading41.94%
- 💻 Electronic Technology9.26%
- 🛠️ Producer Manufacturing5.79%
- 💵 Cash5.76%
- 🚚 Transportation5.56%
- 🖥️ Technology Services4.46%
- 💇♀️ Consumer Services4.12%
- 🚗 Consumer Durables4.01%
- 💰 Finance3.61%
- 📊 ETFs3.39%
- 🍞 Consumer Non Durables3%
- 🛍️ Retail Trade2.94%
- ⚡ Utilities2.75%
- ⛏️ Energy Minerals1.37%
- 🪙 Cryptocurrencies1.34%
- 💼 Commercial Services0.92%
- 🧬 Health Technology0.64%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq37.39%
- 🇺🇸 NYSE32.69%
- 🌍 Digital Currency8.37%
- 🇩🇪 FRA5.94%
- 🇬🇧 LSE3.96%
- 🇫🇷 Euronext Paris1.68%
- 🇭🇰 Hong Kong Exchanges1.55%
- 🇮🇹 Borsa Italiana0.97%
- 🇨🇭 SIX0.52%
- 🇩🇪 Xetra ETFs0.42%
- 🇳🇱 Euronext Amsterdam0.27%
- 🇸🇪 Stockholm Stock Exchange0.24%
- 🇪🇸 Bolsa De Madrid0.22%
- 🇦🇪 Dubai Financial Market0.21%
- 🇩🇰 Copenhagen Stock Exchange0.18%
- 🇺🇸 Chicago Board Options Exchange0.15%
- 🇳🇴 Oslo Stock Exchange0.13%
- 🇫🇮 Helsinki Stock Exchange0.07%
- Regular Trading Hours - RTH0.03%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States54.46%
- 🇩🇪 Germany5.94%
- 🇬🇧 United Kingdom3.38%
- 🇨🇳 China3.31%
- 🇨🇭 Switzerland3.07%
- 🇹🇼 Taiwan2.65%
- 🇮🇪 Ireland1.83%
- 🇫🇷 France1.68%
- 🇨🇦 Canada1.11%
- 🇮🇹 Italy0.97%
- 🇳🇱 Netherlands0.81%
- 🇦🇺 Australia0.27%
- 🇸🇪 Sweden0.24%
- 🇪🇸 Spain0.22%
- 🇩🇰 Denmark0.18%
- 🇳🇴 Norway0.13%
- 🇰🇷 South Korea0.1%
- 🇫🇮 Finland0.07%
- 🇱🇺 Luxembourg0.06%
- 🇧🇷 Brazil0.05%
- 🇮🇱 Israel0.04%
- 🇸🇬 Singapore0.02%
- 🇬🇮 Gibraltar0%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
0.76%
29 out of 65 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $PFE (6.48%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 JeppeKirkBonde | 0.11% | 1.02% | - |
 Richardstroud | 0.09% | 1.59% | - |
 CA.PA | 0.08% | 5.98% | $0.87 |
 CVX | 0.05% | 3.71% | $6.28 |
 ENEL.MI | 0.05% | 5.04% | $0.43 |
 ED | 0.04% | 3.08% | $3.28 |
 KO | 0.04% | 2.64% | $1.89 |
 AI-Revolution | 0.03% | 0.39% | - |
 PFE | 0.03% | 6.48% | $1.66 |
 RCL | 0.03% | 1.48% | - |
 F | 0.03% | 4.71% | $0.78 |
 BigTech | 0.03% | 0.28% | - |
 AXP | 0.03% | 1.1% | $2.6 |
 IAG.L | 0.02% | 1.82% | - |
 RYAAY | 0.02% | 1.08% | $0.93 |
 SBUX | 0.01% | 2.55% | $2.24 |
 0916.HK | 0.01% | 2.97% | $0.24 |
 CNK | 0.01% | 1.19% | - |
 TSM | 0.01% | 0.78% | $1.74 |
 MSFT | 0.01% | 0.86% | $3 |
 V | 0.01% | 0.78% | $2.01 |
 GM | 0.01% | 0.8% | $0.42 |
 BABA | 0.01% | 0.79% | $0.98 |
 AAPL | 0% | 0.4% | $0.97 |
 GOOG | 0% | 0.28% | $0.2 |
 GRMN | 0% | 0.36% | $3.71 |
 MU | 0% | 0.11% | $0.46 |
 NVDA | 0% | 0.02% | $0.02 |
 GEV | 0% | -0.18% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.4/10
Beta
1.01
1.01
0
0.8
1.2
0
2
Sharpe Ratio
0.36
0.36
0
0.5
1
1.5
1.5
Sortino Ratio
0.55
0.55
0
1
2
3
3
Jensen's Alpha
-4.31
-4.31
-5
0
2
4.5
4.5
Omega Ratio
0.69
0.69
0
1
1.5
2.5
2.5
Treynor Ratio
0.51
0.51
0
0.75
1.25
2
2
Information Ratio
-0.52
-0.52
-1
0.3
0.6
1
1
Calmar Ratio
0.26
0.26
0
0.3
0.6
1
1
Beta
1.01
1.01
0
0.8
1.2
0
2
Sharpe Ratio
0.36
0.36
0
0.5
1
1.5
1.5
Sortino Ratio
0.55
0.55
0
1
2
3
3
Jensen's Alpha
-4.31
-4.31
-5
0
2
4.5
4.5
Omega Ratio
0.69
0.69
0
1
1.5
2.5
2.5
Treynor Ratio
0.51
0.51
0
0.75
1.25
2
2
Information Ratio
-0.52
-0.52
-1
0.3
0.6
1
1
Calmar Ratio
0.26
0.26
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
33.69
High:
TSLA
377.27TSLALow:
INTC
-556.53INTCDetails
PEG Ratio
26.02
High:V
564.33VLow:
RKLB
-9,779.22RKLBDetails
Price/Book
10.13
High:AAPL
43.77AAPLLow:SBUX
-13.19SBUXDetails
Price/Sales
7.33
High:
SPCE
93.11SPCELow:
AMC
0.12AMCDetails
Price/CF
25.82
High:
RIOT
107.94RIOTLow:F
2.59FDetails
Price/FCF
57.21
High:SBUX
1,256.06SBUXLow:F
5.83FDetails
P/E Ratio
33.69
High:TSLA
377.27TSLALow:INTC
-556.53INTCDetails
PEG Ratio
26.02
High:V
564.33VLow:RKLB
-9,779.22RKLBDetails
Price/Book
10.13
High:AAPL
43.77AAPLLow:SBUX
-13.19SBUXDetails
Price/Sales
7.33
High:SPCE
93.11SPCELow:AMC
0.12AMCDetails
Price/CF
25.82
High:RIOT
107.94RIOTLow:F
2.59FDetails
Price/FCF
57.21
High:SBUX
1,256.06SBUXLow:F
5.83FDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-32.21% | Nov 2021 | Sep 2024 | 34 |
-10.27% | Feb 2025 | May 2025 | 3 |
-8.81% | Nov 2025 | - | 5 |
-3.2% | Jul 2021 | Oct 2021 | 3 |
-2.34% | Dec 2024 | Jan 2025 | 1 |
-1.43% | Apr 2021 | Jun 2021 | 2 |