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+0.59%
This Month
+20.59%
Year To Date
+66.67%
2 Years
+61.71%
5 Years
+61.71%
10 Years
+17.38%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs35.2%
- 💹 Forex13.43%
- 💻 Electronic Technology10.8%
- 🖥️ Technology Services10.22%
- 🛍️ Retail Trade6.96%
- 💵 Cash6.32%
- 🚗 Consumer Durables4.74%
- 💰 Finance2.76%
- 👥 Copy Trading2.42%
- 💼 Commercial Services1.25%
- 🍞 Consumer Non Durables1.23%
- 🚚 Transportation1.13%
- 🧬 Health Technology1.08%
- 🏥 Health Services0.85%
- 💇♀️ Consumer Services0.81%
- 🛠️ Producer Manufacturing0.79%
- ⛏️ Energy Minerals0.23%
- 📡 Communications0.16%
- 🪙 Cryptocurrencies0.06%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq43.26%
- 🇺🇸 NYSE25.68%
- 🌍 FX13.43%
- 🇺🇸 Chicago Board Options Exchange3.8%
- 🇭🇰 Hong Kong Exchanges3.36%
- 🇩🇪 FRA2.11%
- 🌍 CFD0.91%
- 🌍 Digital Currency0.06%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States26.79%
- 🇹🇼 Taiwan5.84%
- 🇺🇾 Uruguay3.6%
- 🇨🇳 China2.62%
- 🇩🇪 Germany2.11%
- 🇭🇰 Hong Kong1.18%
- 🇰🇾 Cayman Islands0.31%
- 🇮🇪 Ireland0.29%
- 🇸🇬 Singapore0.26%
Dividends
Dividend Yield
1.05%
45 out of 87 instruments pay dividend.
11 dividend payments in the next 30 days.
Highest Dividend: $SQQQ (11.77%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 TQQQ | 0.15% | 1.11% | - |
 VOW3.DE | 0.12% | 6.37% | $9.06 |
 SQQQ | 0.12% | 11.77% | - |
 PSQ | 0.09% | 6.3% | - |
 KWEB | 0.08% | 3% | - |
 TSM | 0.06% | 1.01% | $1.74 |
 UPS | 0.05% | 7.7% | $6.5 |
 SPXU | 0.04% | 8.23% | - |
 TMF | 0.04% | 4.1% | - |
 SOXL | 0.04% | 1.07% | - |
 TLT | 0.03% | 4.3% | - |
 O | 0.03% | 5.38% | $3.09 |
 BMY | 0.03% | 5.22% | $2.34 |
 0700.HK | 0.02% | 0.74% | $3.4 |
 YINN | 0.02% | 1.73% | - |
 00175.HK | 0.02% | 1.77% | $0.22 |
 ELV | 0.01% | 2.16% | $6.22 |
 UPRO | 0.01% | 0.97% | - |
 QCOM | 0.01% | 2.18% | $3.25 |
 META | 0.01% | 0.27% | $1 |
 NKE | 0.01% | 2.16% | $1.45 |
 1299.HK | 0.01% | 2.52% | $1.61 |
 ALV.DE | 0.01% | 4.38% | $13.8 |
 SOXX | 0.01% | 0.69% | - |
 QQQ | 0.01% | 0.51% | - |
 TNA | 0.01% | 1.38% | - |
 SPXL | 0.01% | 0.91% | - |
 DELL | 0% | 1.62% | $1.63 |
 AMAT | 0% | 1.06% | $1.44 |
 OXY | 0% | 2.05% | $0.8 |
 GOOGL | 0% | 0.35% | $0.2 |
 IEF | 0% | 3.7% | - |
 LABU.US | 0% | 0.57% | - |
 GOOG | 0% | 0.35% | $0.2 |
 SPY | 0% | 1.16% | - |
 LRCX | 0% | 0.92% | $8 |
 AAPL | 0% | 0.43% | $0.97 |
 EWY | 0% | 1.81% | - |
 UNH | 0% | 2.73% | $7.74 |
 AVGO | 0% | 0.7% | $19.7 |
 DIS | 0% | 0.85% | $0.75 |
 CRM | 0% | 0.66% | $0.4 |
 TCOM.CH | 0% | 0.38% | - |
 INTC | 0% | 0.51% | $0.5 |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
GOOG | Ex-Dividend | Sep 8, 2025 | $0.21 |
GOOGL | Ex-Dividend | Sep 8, 2025 | $0.21 |
ELV | Ex-Dividend | Sep 10, 2025 | $1.71 |
OXY | Ex-Dividend | Sep 10, 2025 | $0.24 |
NVDA | Ex-Dividend | Sep 11, 2025 | $0.01 |
AMAT | Pay Day | Sep 11, 2025 | $0.46 |
GOOG | Pay Day | Sep 15, 2025 | $0.21 |
UNH | Ex-Dividend | Sep 15, 2025 | $2.21 |
O | Pay Day | Sep 15, 2025 | $0.27 |
GOOGL | Pay Day | Sep 15, 2025 | $0.21 |
TSM | Ex-Dividend | Sep 16, 2025 | $0.82 |
CRM | Ex-Dividend | Sep 17, 2025 | $0.42 |
AVGO | Ex-Dividend | Sep 22, 2025 | $0.59 |
UNH | Pay Day | Sep 23, 2025 | $2.21 |
1299.HK | Pay Day | Sep 23, 2025 | $0.06 |
LRCX | Ex-Dividend | Sep 24, 2025 | $0.26 |
QCOM | Pay Day | Sep 25, 2025 | $0.89 |
ELV | Pay Day | Sep 25, 2025 | $1.71 |
AVGO | Pay Day | Sep 30, 2025 | $0.59 |
NKE | Pay Day | Oct 1, 2025 | $0.40 |
NVDA | Pay Day | Oct 2, 2025 | $0.01 |
CRM | Pay Day | Oct 9, 2025 | $0.42 |
TSM | Pay Day | Oct 9, 2025 | $0.82 |
LRCX | Pay Day | Oct 15, 2025 | $0.26 |
OXY | Pay Day | Oct 15, 2025 | $0.24 |
DELL | Ex-Dividend | Oct 21, 2025 | $0.52 |
DELL | Pay Day | Oct 31, 2025 | $0.52 |
KWEB | Pay Day | Dec 18, 2025 | $0.00 |
EWY | Pay Day | Dec 20, 2025 | $0.00 |
Performance Metrics
Score 5.6/10
Beta
1.37
1.37
0
0.8
1.2
0
2
Sharpe Ratio
0.51
0.51
0
0.5
1
1.5
1.5
Sortino Ratio
0.8
0.8
0
1
2
3
3
Jensen's Alpha
2.05
2.05
-2
0
2
4.5
4.5
Omega Ratio
1.33
1.33
0
1
1.5
2.5
2.5
Treynor Ratio
0.79
0.79
0
0.75
1.25
2
2
Information Ratio
0.37
0.37
0
0.3
0.6
1
1
Calmar Ratio
0.52
0.52
0
0.3
0.6
1
1
Beta
1.37
1.37
0
0.8
1.2
0
2
Sharpe Ratio
0.51
0.51
0
0.5
1
1.5
1.5
Sortino Ratio
0.8
0.8
0
1
2
3
3
Jensen's Alpha
2.05
2.05
-2
0
2
4.5
4.5
Omega Ratio
1.33
1.33
0
1
1.5
2.5
2.5
Treynor Ratio
0.79
0.79
0
0.75
1.25
2
2
Information Ratio
0.37
0.37
0
0.3
0.6
1
1
Calmar Ratio
0.52
0.52
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
31.76
High:
PATH
350.3PATHLow:
GSAT
-80.06GSATDetails
PEG Ratio
569.21
High:
AAPL
24,772.26AAPLLow:GSAT
-1,159.2GSATDetails
Price/Book
8.94
High:AAPL
54.09AAPLLow:
NIO
-74.08NIODetails
Price/Sales
6.98
High:
DJT
1,079.62DJTLow:
IDEXQ
0.01IDEXQDetails
Price/CF
20.74
High:
DDD
462.65DDDLow:IDEXQ
0.73IDEXQDetails
Price/FCF
50.68
High:
TMDX
313.24TMDXLow:IDEXQ
0.76IDEXQDetails
P/E Ratio
31.76
High:PATH
350.3PATHLow:GSAT
-80.06GSATDetails
PEG Ratio
569.21
High:AAPL
24,772.26AAPLLow:GSAT
-1,159.2GSATDetails
Price/Book
8.94
High:AAPL
54.09AAPLLow:NIO
-74.08NIODetails
Price/Sales
6.98
High:DJT
1,079.62DJTLow:IDEXQ
0.01IDEXQDetails
Price/CF
20.74
High:DDD
462.65DDDLow:IDEXQ
0.73IDEXQDetails
Price/FCF
50.68
High:TMDX
313.24TMDXLow:IDEXQ
0.76IDEXQDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-21.03% | Aug 2022 | Jan 2023 | 5 |
-10.36% | Aug 2023 | Nov 2023 | 3 |
-9.98% | May 2022 | Jul 2022 | 2 |
-7.62% | Mar 2025 | May 2025 | 2 |
-5.7% | Jul 2025 | Aug 2025 | 1 |
-3.12% | Jan 2024 | Feb 2024 | 1 |
-2.89% | Apr 2024 | May 2024 | 1 |
-1.84% | Feb 2023 | Mar 2023 | 1 |
-1.57% | Dec 2024 | Jan 2025 | 1 |
-1.41% | Jul 2024 | Aug 2024 | 1 |
-1.31% | Oct 2024 | Nov 2024 | 1 |
-0.48% | Apr 2023 | May 2023 | 1 |