Loading...
+0.71%
This Month
+29.67%
Year To Date
+1249.49%
2 Years
+1362.36%
5 Years
+1362.36%
10 Years
+229.46%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading96.65%
- 💵 Cash3.51%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE40.71%
- 🇺🇸 Nasdaq25.8%
- 🇫🇷 Euronext Paris8.56%
- 🇩🇪 FRA4.75%
- 🇬🇧 LSE4.48%
- 🇪🇸 Bolsa De Madrid3.7%
- 🇩🇪 Xetra ETFs2.04%
- 🇮🇹 Borsa Italiana1.24%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States57.2%
- 🇫🇷 France8.56%
- 🇬🇧 United Kingdom4.91%
- 🇩🇪 Germany4.75%
- 🇪🇸 Spain3.7%
- 🇮🇪 Ireland2.14%
- 🇹🇼 Taiwan1.3%
- 🇮🇹 Italy1.24%
- 🇨🇭 Switzerland1.19%
Dividends
Dividend Yield
1.37%
1 out of 1 instruments pay dividend.
5 dividend payments in the next 30 days.
Highest Dividend: hbolger (1.41%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 hbolger | 1.37% | 1.41% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 JNJ (hbolger) | Pay Day | Dec 9, 2025 | $1.30 |
 MSFT (hbolger) | Pay Day | Dec 11, 2025 | $0.91 |
 TSM (hbolger) | Ex-Dividend | Dec 11, 2025 | $0.84 |
 WMT (hbolger) | Ex-Dividend | Dec 12, 2025 | $0.24 |
 GS (hbolger) | Pay Day | Dec 30, 2025 | $4.00 |
 TT (hbolger) | Pay Day | Dec 31, 2025 | $0.94 |
WMT (hbolger) | Pay Day | Jan 5, 2026 | $0.24 |
TSM (hbolger) | Pay Day | Jan 8, 2026 | $0.84 |
Performance Metrics
Score 8.2/10
Beta
3.11
3.11
0
0.8
1.2
0
4
Sharpe Ratio
1.15
1.15
0
0.5
1
2
2
Sortino Ratio
4.93
4.93
0
1
2
5
5
Jensen's Alpha
145.27
145.27
-2
0
2
146
146
Omega Ratio
3.78
3.78
0
1
1.5
4
4
Treynor Ratio
3.88
3.88
0
0.75
1.25
4
4
Information Ratio
1.04
1.04
0
0.3
0.6
2
2
Calmar Ratio
4.94
4.94
0
0.3
0.6
5
5
Beta
3.11
3.11
0
0.8
1.2
0
4
Sharpe Ratio
1.15
1.15
0
0.5
1
2
2
Sortino Ratio
4.93
4.93
0
1
2
5
5
Jensen's Alpha
145.27
145.27
-2
0
2
146
146
Omega Ratio
3.78
3.78
0
1
1.5
4
4
Treynor Ratio
3.88
3.88
0
0.75
1.25
4
4
Information Ratio
1.04
1.04
0
0.3
0.6
2
2
Calmar Ratio
4.94
4.94
0
0.3
0.6
5
5
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
N/A
Details
PEG Ratio
N/A
Details
Price/Book
N/A
Details
Price/Sales
N/A
Details
Price/CF
N/A
Details
Price/FCF
N/A
Details
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-33.28% | Jan 2024 | Feb 2024 | 1 |
-28.02% | Apr 2023 | Dec 2023 | 8 |
-20.82% | Sep 2024 | Dec 2024 | 3 |
-19.38% | Feb 2025 | May 2025 | 3 |
-0.22% | Oct 2025 | Dec 2025 | 2 |