Loading...
+0.08%
Today
+5.13%
This Month
+7.87%
Year To Date
+59.38%
2 Years
+117.57%
5 Years
+11.92%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading53.35%
- 🖥️ Technology Services19.07%
- 💵 Cash3.1%
- 🪙 Cryptocurrencies1.14%
- 💼 Commercial Services0.14%
- 🏥 Health Services0.02%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq39.43%
- 🇬🇧 LSE12.87%
- 🌍 Digital Currency9.65%
- 🇺🇸 NYSE8.55%
- 🇪🇸 Bolsa De Madrid0.81%
- 🇳🇱 Euronext Amsterdam0.73%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States43.2%
- 🇬🇧 United Kingdom1.81%
- 🇳🇱 Netherlands1.12%
- 🇪🇸 Spain0.81%
- 🇹🇼 Taiwan0.7%
- 🇦🇺 Australia0.62%
- 🇮🇪 Ireland0.58%
- 🇸🇬 Singapore0.43%
- 🇨🇦 Canada0.23%
- 🇰🇷 South Korea0.22%
Dividends
Dividend Yield
0.3%
2 out of 9 instruments pay dividend.
9 dividend payments in the next 30 days.
Highest Dividend: BitcoinWorldWide (0.78%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 BitcoinWorldWide | 0.25% | 0.78% | - |
 Chip-Tech | 0.05% | 0.63% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 WTW (BitcoinWorldWide) | Ex-Dividend | Jun 30, 2025 | $0.92 |
 AVGO (Chip-Tech) | Pay Day | Jun 30, 2025 | $0.59 |
 MPWR (Chip-Tech) | Ex-Dividend | Jun 30, 2025 | $1.56 |
 NTRS (BitcoinWorldWide) | Pay Day | Jul 1, 2025 | $0.75 |
 AXP (BitcoinWorldWide) | Ex-Dividend | Jul 3, 2025 | $0.82 |
 NVDA (BitcoinWorldWide) | Pay Day | Jul 3, 2025 | $0.01 |
NVDA (Chip-Tech) | Pay Day | Jul 3, 2025 | $0.01 |
 MU (Chip-Tech) | Ex-Dividend | Jul 7, 2025 | $0.12 |
 KLIC (Chip-Tech) | Pay Day | Jul 8, 2025 | $0.20 |
 MA (BitcoinWorldWide) | Ex-Dividend | Jul 9, 2025 | $0.76 |
 NXPI (Chip-Tech) | Pay Day | Jul 9, 2025 | $1.01 |
 MRVL (Chip-Tech) | Ex-Dividend | Jul 11, 2025 | $0.06 |
WTW (BitcoinWorldWide) | Pay Day | Jul 15, 2025 | $0.92 |
MPWR (Chip-Tech) | Pay Day | Jul 15, 2025 | $1.56 |
MU (Chip-Tech) | Pay Day | Jul 22, 2025 | $0.12 |
MRVL (Chip-Tech) | Pay Day | Jul 31, 2025 | $0.06 |
AXP (BitcoinWorldWide) | Pay Day | Aug 8, 2025 | $0.82 |
MA (BitcoinWorldWide) | Pay Day | Aug 8, 2025 | $0.76 |
 AMAT (Chip-Tech) | Ex-Dividend | Aug 21, 2025 | $0.46 |
AMAT (Chip-Tech) | Pay Day | Sep 11, 2025 | $0.46 |
 TSM (BitcoinWorldWide) | Ex-Dividend | Sep 16, 2025 | $0.82 |
TSM (Chip-Tech) | Ex-Dividend | Sep 16, 2025 | $0.82 |
TSM (BitcoinWorldWide) | Pay Day | Oct 9, 2025 | $0.82 |
TSM (Chip-Tech) | Pay Day | Oct 9, 2025 | $0.82 |
Performance Metrics
Score 6.4/10
Beta
0.52
0.52
0
0.8
1.2
0
2
Sharpe Ratio
0.6
0.6
0
0.5
1
1.5
1.5
Sortino Ratio
1.12
1.12
0
1
2
3
3
Jensen's Alpha
5.79
5.79
-2
0
2
6
6
Omega Ratio
1.05
1.05
0
1
1.5
2.5
2.5
Treynor Ratio
1.68
1.68
0
0.75
1.25
2
2
Information Ratio
0.07
0.07
0
0.3
0.6
1
1
Calmar Ratio
0.67
0.67
0
0.3
0.6
1
1
Beta
0.52
0.52
0
0.8
1.2
0
2
Sharpe Ratio
0.6
0.6
0
0.5
1
1.5
1.5
Sortino Ratio
1.12
1.12
0
1
2
3
3
Jensen's Alpha
5.79
5.79
-2
0
2
6
6
Omega Ratio
1.05
1.05
0
1
1.5
2.5
2.5
Treynor Ratio
1.68
1.68
0
0.75
1.25
2
2
Information Ratio
0.07
0.07
0
0.3
0.6
1
1
Calmar Ratio
0.67
0.67
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
-17.6
High:
SOLV
34.77SOLVLow:
MSTR
-17.6MSTRDetails
PEG Ratio
N/A
Details
Price/Book
3.17
High:
RHLD
32.77RHLDLow:MSTR
3.17MSTRDetails
Price/Sales
210.13
High:MSTR
214.37MSTRLow:RHLD
-RHLDDetails
Price/CF
7,045.87
High:MSTR
7,511.07MSTRLow:SOLV
17.08SOLVDetails
Price/FCF
1,181.47
High:MSTR
1,187.5MSTRLow:SOLV
33.99SOLVDetails
P/E Ratio
-17.6
High:SOLV
34.77SOLVLow:MSTR
-17.6MSTRDetails
PEG Ratio
N/A
Details
Price/Book
3.17
High:RHLD
32.77RHLDLow:MSTR
3.17MSTRDetails
Price/Sales
210.13
High:MSTR
214.37MSTRLow:RHLD
-RHLDDetails
Price/CF
7,045.87
High:MSTR
7,511.07MSTRLow:SOLV
17.08SOLVDetails
Price/FCF
1,181.47
High:MSTR
1,187.5MSTRLow:SOLV
33.99SOLVDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-17.1% | Dec 2024 | - | 7 |
-15.23% | Jul 2021 | Jul 2023 | 24 |
-11.72% | Apr 2024 | Nov 2024 | 7 |
-10.37% | Jan 2015 | Jun 2016 | 17 |
-10.03% | Jul 2016 | May 2017 | 10 |
-9.11% | Sep 2017 | Nov 2017 | 2 |
-8.96% | Mar 2018 | Jun 2019 | 15 |
-8.09% | Feb 2020 | May 2020 | 3 |
-7.62% | Aug 2023 | Nov 2023 | 3 |
-3.61% | Sep 2020 | Nov 2020 | 2 |
-3.59% | Jul 2019 | Dec 2019 | 5 |
-1.2% | Jan 2024 | Feb 2024 | 1 |
-0.39% | May 2021 | Jun 2021 | 1 |