Loading...
+1.61%
This Month
+42.17%
Year To Date
+159.18%
2 Years
+183.25%
5 Years
+456.98%
10 Years
+33.14%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash73.25%
- 👥 Copy Trading14.16%
- 🪙 Cryptocurrencies7.6%
- 🖥️ Technology Services7.56%
- 📊 ETFs4.97%
- 🚚 Transportation0.12%
- 🚗 Consumer Durables0.07%
- 🏥 Health Services0.01%
- 🪨 Non Energy Minerals0%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE9.41%
- 🌍 Digital Currency8.11%
- 🇺🇸 Nasdaq7.85%
- 🇺🇸 NYSE5.15%
- 🇩🇪 FRA0.07%
- 🇳🇴 Oslo Stock Exchange0.04%
- 🇭🇰 Hong Kong Exchanges0.03%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States7.87%
- 🇨🇳 China0.1%
- 🇩🇪 Germany0.07%
- 🇹🇼 Taiwan0.04%
- 🇳🇴 Norway0.04%
- 🇰🇾 Cayman Islands0.01%
- 🇬🇧 United Kingdom0.01%
- 🇳🇱 Netherlands0.01%
- 🇸🇬 Singapore0.01%
Dividends
Dividend Yield
0.07%
5 out of 20 instruments pay dividend.
10 dividend payments in the next 30 days.
Highest Dividend: $NAS.OL (5.45%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 SPY | 0.06% | 1.16% | - |
 LHA.DE | 0% | 4.03% | $0.3 |
 NAS.OL | 0% | 5.45% | - |
 betterleaf | 0% | 0.47% | - |
 SCCO | 0% | -2.67% | $-3.76 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 GOOG (betterleaf) | Pay Day | Sep 15, 2025 | $0.21 |
 UNH (betterleaf) | Ex-Dividend | Sep 15, 2025 | $2.21 |
 GOOGL (betterleaf) | Pay Day | Sep 15, 2025 | $0.21 |
 MCD (betterleaf) | Pay Day | Sep 16, 2025 | $1.77 |
 SWKS (betterleaf) | Pay Day | Sep 16, 2025 | $0.71 |
 TSM (betterleaf) | Ex-Dividend | Sep 16, 2025 | $0.82 |
 META (betterleaf) | Ex-Dividend | Sep 22, 2025 | $0.52 |
 AVGO (betterleaf) | Ex-Dividend | Sep 22, 2025 | $0.59 |
UNH (betterleaf) | Pay Day | Sep 23, 2025 | $2.21 |
 LMT (betterleaf) | Pay Day | Sep 26, 2025 | $3.30 |
META (betterleaf) | Pay Day | Sep 29, 2025 | $0.52 |
AVGO (betterleaf) | Pay Day | Sep 30, 2025 | $0.59 |
 NVDA (betterleaf) | Pay Day | Oct 2, 2025 | $0.01 |
TSM (betterleaf) | Pay Day | Oct 9, 2025 | $0.82 |
Performance Metrics
Score 7.1/10
Beta
1.1
1.1
0
0.8
1.2
0
2
Sharpe Ratio
0.78
0.78
0
0.5
1
1.5
1.5
Sortino Ratio
1.41
1.41
0
1
2
3
3
Jensen's Alpha
21.28
21.28
-2
0
2
22
22
Omega Ratio
1.52
1.52
0
1
1.5
2.5
2.5
Treynor Ratio
2.47
2.47
0
0.75
1.25
3
3
Information Ratio
0.55
0.55
0
0.3
0.6
1
1
Calmar Ratio
0.51
0.51
0
0.3
0.6
1
1
Beta
1.1
1.1
0
0.8
1.2
0
2
Sharpe Ratio
0.78
0.78
0
0.5
1
1.5
1.5
Sortino Ratio
1.41
1.41
0
1
2
3
3
Jensen's Alpha
21.28
21.28
-2
0
2
22
22
Omega Ratio
1.52
1.52
0
1
1.5
2.5
2.5
Treynor Ratio
2.47
2.47
0
0.75
1.25
3
3
Information Ratio
0.55
0.55
0
0.3
0.6
1
1
Calmar Ratio
0.51
0.51
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
575.64
High:
PLTR
569.72PLTRLow:
TDOC
-6.43TDOCDetails
PEG Ratio
715.43
High:PLTR
727.01PLTRLow:TDOC
-8.05TDOCDetails
Price/Book
67.26
High:PLTR
68.58PLTRLow:
NIO
-82.98NIODetails
Price/Sales
109.53
High:PLTR
127.7PLTRLow:
LHA.DE
0.23LHA.DEDetails
Price/CF
197.52
High:PLTR
202PLTRLow:
NAS.OL
2.13NAS.OLDetails
Price/FCF
204.18
High:PLTR
204.47PLTRLow:NAS.OL
4.35NAS.OLDetails
P/E Ratio
575.64
High:PLTR
569.72PLTRLow:TDOC
-6.43TDOCDetails
PEG Ratio
715.43
High:PLTR
727.01PLTRLow:TDOC
-8.05TDOCDetails
Price/Book
67.26
High:PLTR
68.58PLTRLow:NIO
-82.98NIODetails
Price/Sales
109.53
High:PLTR
127.7PLTRLow:LHA.DE
0.23LHA.DEDetails
Price/CF
197.52
High:PLTR
202PLTRLow:NAS.OL
2.13NAS.OLDetails
Price/FCF
204.18
High:PLTR
204.47PLTRLow: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 |