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+0.57%
Today
+15.09%
This Month
+27.69%
Year To Date
+111.71%
2 Years
+168.74%
5 Years
+31.78%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies40.87%
- 💵 Cash29.67%
- 👥 Copy Trading15.47%
- 🖥️ Technology Services12.13%
- 📊 ETFs5.37%
- 🚚 Transportation0.13%
- 🚗 Consumer Durables0.06%
- 🏥 Health Services0.02%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency41.45%
- 🇺🇸 Nasdaq12.45%
- 🇬🇧 LSE10.3%
- 🇺🇸 NYSE5.54%
- 🇩🇪 FRA0.08%
- 🇳🇴 Oslo Stock Exchange0.05%
- 🇭🇰 Hong Kong Exchanges0.03%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States12.47%
- 🇨🇳 China0.09%
- 🇩🇪 Germany0.08%
- 🇳🇴 Norway0.05%
- 🇹🇼 Taiwan0.05%
- 🇬🇧 United Kingdom0.01%
- 🇰🇾 Cayman Islands0.01%
- 🇸🇬 Singapore0.01%
- 🇳🇱 Netherlands0%
- 🇩🇰 Denmark0%
Dividends
Dividend Yield
0.07%
4 out of 20 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $NAS.OL (5.26%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 SPY | 0.06% | 1.16% | - |
 LHA.DE | 0% | 3.94% | $0.3 |
 NAS.OL | 0% | 5.26% | - |
 betterleaf | 0% | 0.57% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
NAS.OL | Ex-Dividend | Aug 12, 2025 | $0.09 |
NAS.OL | Pay Day | Aug 20, 2025 | $0.09 |
 MSFT (betterleaf) | Ex-Dividend | Aug 21, 2025 | $0.83 |
 MCD (betterleaf) | Ex-Dividend | Sep 2, 2025 | $1.77 |
 PFE (betterleaf) | Pay Day | Sep 2, 2025 | $0.43 |
 LMT (betterleaf) | Ex-Dividend | Sep 2, 2025 | $3.30 |
 GOOG (betterleaf) | Ex-Dividend | Sep 8, 2025 | $0.21 |
 GOOGL (betterleaf) | Ex-Dividend | Sep 8, 2025 | $0.21 |
MSFT (betterleaf) | Pay Day | Sep 11, 2025 | $0.83 |
GOOG (betterleaf) | Pay Day | Sep 15, 2025 | $0.21 |
GOOGL (betterleaf) | Pay Day | Sep 15, 2025 | $0.21 |
MCD (betterleaf) | Pay Day | Sep 16, 2025 | $1.77 |
 TSM (betterleaf) | Ex-Dividend | Sep 16, 2025 | $0.82 |
LMT (betterleaf) | Pay Day | Sep 26, 2025 | $3.30 |
TSM (betterleaf) | Pay Day | Oct 9, 2025 | $0.82 |
Performance Metrics
Score 6.9/10
Beta
1.09
1.09
0
0.8
1.2
0
2
Sharpe Ratio
0.7
0.7
0
0.5
1
1.5
1.5
Sortino Ratio
1.26
1.26
0
1
2
3
3
Jensen's Alpha
18.59
18.59
-2
0
2
19
19
Omega Ratio
1.45
1.45
0
1
1.5
2.5
2.5
Treynor Ratio
2.28
2.28
0
0.75
1.25
3
3
Information Ratio
0.48
0.48
0
0.3
0.6
1
1
Calmar Ratio
0.44
0.44
0
0.3
0.6
1
1
Beta
1.09
1.09
0
0.8
1.2
0
2
Sharpe Ratio
0.7
0.7
0
0.5
1
1.5
1.5
Sortino Ratio
1.26
1.26
0
1
2
3
3
Jensen's Alpha
18.59
18.59
-2
0
2
19
19
Omega Ratio
1.45
1.45
0
1
1.5
2.5
2.5
Treynor Ratio
2.28
2.28
0
0.75
1.25
3
3
Information Ratio
0.48
0.48
0
0.3
0.6
1
1
Calmar Ratio
0.44
0.44
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
108.56
High:
PLTR
682.27PLTRLow:
NIO
-2.9NIODetails
PEG Ratio
571.78
High:PLTR
826.96PLTRLow:NIO
-73.82NIODetails
Price/Book
33.63
High:PLTR
67.97PLTRLow:NIO
-181.29NIODetails
Price/Sales
25.35
High:PLTR
128.04PLTRLow:
LHA.DE
0.24LHA.DEDetails
Price/CF
97.97
High:PLTR
161.45PLTRLow:LHA.DE
1.9LHA.DEDetails
Price/FCF
103.53
High:LHA.DE
186.6LHA.DELow:
NAS.OL
4.35NAS.OLDetails
P/E Ratio
108.56
High:PLTR
682.27PLTRLow:NIO
-2.9NIODetails
PEG Ratio
571.78
High:PLTR
826.96PLTRLow:NIO
-73.82NIODetails
Price/Book
33.63
High:PLTR
67.97PLTRLow:NIO
-181.29NIODetails
Price/Sales
25.35
High:PLTR
128.04PLTRLow:LHA.DE
0.24LHA.DEDetails
Price/CF
97.97
High:PLTR
161.45PLTRLow:LHA.DE
1.9LHA.DEDetails
Price/FCF
103.53
High:LHA.DE
186.6LHA.DELow:NAS.OL
4.35NAS.OLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-59.56% | Dec 2021 | Oct 2024 | 34 |
-21.07% | May 2019 | Nov 2019 | 6 |
-19.89% | Jan 2021 | Oct 2021 | 9 |
-6.27% | Sep 2020 | Nov 2020 | 2 |
-2.73% | Feb 2025 | Apr 2025 | 2 |
-0.73% | Jun 2020 | Jul 2020 | 1 |