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-0.46%
Today
+1.1%
This Month
+10.38%
Year To Date
+93.5%
2 Years
+137.68%
5 Years
+29%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash44.82%
- 🪙 Cryptocurrencies24.67%
- 👥 Copy Trading17.46%
- 🖥️ Technology Services13.01%
- 📊 ETFs5.92%
- 🚚 Transportation0.13%
- 🚗 Consumer Durables0.05%
- 🏥 Health Services0.02%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency25.26%
- 🇬🇧 LSE13.37%
- 🇺🇸 Nasdaq13.32%
- 🇺🇸 NYSE6.09%
- 🇩🇪 FRA0.09%
- 🇳🇴 Oslo Stock Exchange0.05%
- 🇭🇰 Hong Kong Exchanges0.03%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States13.36%
- 🇩🇪 Germany0.09%
- 🇨🇳 China0.08%
- 🇳🇴 Norway0.05%
- 🇹🇼 Taiwan0.05%
- 🇬🇧 United Kingdom0.01%
- 🇰🇾 Cayman Islands0.01%
- 🇸🇬 Singapore0.01%
- 🇩🇰 Denmark0%
Dividends
Dividend Yield
0.08%
3 out of 20 instruments pay dividend.
11 dividend payments in the next 30 days.
Highest Dividend: $LHA.DE (4.36%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 SPY | 0.07% | 1.21% | - |
 LHA.DE | 0% | 4.36% | $0.3 |
 betterleaf | 0% | 0.62% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 GOOG (betterleaf) | Pay Day | Jun 16, 2025 | $0.21 |
 META (betterleaf) | Ex-Dividend | Jun 16, 2025 | $0.52 |
 MCD (betterleaf) | Pay Day | Jun 16, 2025 | $1.77 |
 UNH (betterleaf) | Ex-Dividend | Jun 16, 2025 | $2.21 |
 GOOGL (betterleaf) | Pay Day | Jun 16, 2025 | $0.21 |
 SWKS (betterleaf) | Pay Day | Jun 17, 2025 | $0.70 |
 AVGO (betterleaf) | Ex-Dividend | Jun 20, 2025 | $0.59 |
UNH (betterleaf) | Pay Day | Jun 24, 2025 | $2.21 |
META (betterleaf) | Pay Day | Jun 26, 2025 | $0.52 |
 LMT (betterleaf) | Pay Day | Jun 27, 2025 | $3.30 |
AVGO (betterleaf) | Pay Day | Jun 30, 2025 | $0.59 |
 NVDA (betterleaf) | Pay Day | Jul 3, 2025 | $0.01 |
 9988.HK (betterleaf) | Pay Day | Jul 3, 2025 | $0.25 |
 TSM (betterleaf) | Pay Day | Jul 10, 2025 | $0.68 |
 MSFT (betterleaf) | Ex-Dividend | Aug 21, 2025 | $0.83 |
MSFT (betterleaf) | Pay Day | Sep 11, 2025 | $0.83 |
Performance Metrics
Score 6.9/10
Beta
1.1
1.1
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
19.44
19.44
-2
0
2
20
20
Omega Ratio
1.47
1.47
0
1
1.5
2.5
2.5
Treynor Ratio
2.27
2.27
0
0.75
1.25
3
3
Information Ratio
0.5
0.5
0
0.3
0.6
1
1
Calmar Ratio
0.45
0.45
0
0.3
0.6
1
1
Beta
1.1
1.1
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
19.44
19.44
-2
0
2
20
20
Omega Ratio
1.47
1.47
0
1
1.5
2.5
2.5
Treynor Ratio
2.27
2.27
0
0.75
1.25
3
3
Information Ratio
0.5
0.5
0
0.3
0.6
1
1
Calmar Ratio
0.45
0.45
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
103.31
High:
PLTR
590.35PLTRLow:
NIO
-2.23NIODetails
PEG Ratio
481.9
High:PLTR
715.54PLTRLow:NIO
-56.76NIODetails
Price/Book
31.07
High:PLTR
58.81PLTRLow:NIO
-139.34NIODetails
Price/Sales
22.99
High:PLTR
110.79PLTRLow:
LHA.DE
0.22LHA.DEDetails
Price/CF
76.66
High:PLTR
161.45PLTRLow:
NAS.OL
1.69NAS.OLDetails
Price/FCF
81.28
High:LHA.DE
186.6LHA.DELow:NAS.OL
3.99NAS.OLDetails
P/E Ratio
103.31
High:PLTR
590.35PLTRLow:NIO
-2.23NIODetails
PEG Ratio
481.9
High:PLTR
715.54PLTRLow:NIO
-56.76NIODetails
Price/Book
31.07
High:PLTR
58.81PLTRLow:NIO
-139.34NIODetails
Price/Sales
22.99
High:PLTR
110.79PLTRLow:LHA.DE
0.22LHA.DEDetails
Price/CF
76.66
High:PLTR
161.45PLTRLow:NAS.OL
1.69NAS.OLDetails
Price/FCF
81.28
High:LHA.DE
186.6LHA.DELow:NAS.OL
3.99NAS.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 |