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+2.69%
This Month
+41.08%
Year To Date
+148.41%
2 Years
+147.97%
5 Years
+452.73%
10 Years
+31.46%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🚗 Consumer Durables32.07%
- 💵 Cash19.72%
- 🪙 Cryptocurrencies15.99%
- 👥 Copy Trading14.59%
- 🖥️ Technology Services14.52%
- 📊 ETFs5.16%
- 🚚 Transportation0.13%
- 🏥 Health Services0.01%
- 🛠️ Producer Manufacturing0%
- 🧪 Process Industries0%
- 🪨 Non Energy Minerals0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq46.92%
- 🌍 Digital Currency16.39%
- 🇬🇧 LSE10.14%
- 🇺🇸 NYSE5.35%
- 🇩🇪 FRA0.08%
- 🇳🇴 Oslo Stock Exchange0.05%
- 🇭🇰 Hong Kong Exchanges0.03%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States46.94%
- 🇨🇳 China0.09%
- 🇩🇪 Germany0.08%
- 🇹🇼 Taiwan0.06%
- 🇳🇴 Norway0.05%
- 🇳🇱 Netherlands0.01%
- 🇰🇾 Cayman Islands0.01%
- 🇬🇧 United Kingdom0.01%
- 🇸🇬 Singapore0.01%
Dividends
Dividend Yield
0.03%
5 out of 24 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $NAS.OL (5.13%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 META | 0.02% | 0.33% | $1 |
 LHA.DE | 0% | 3.56% | $0.3 |
 NAS.OL | 0% | 5.13% | - |
 betterleaf | 0% | 0.38% | - |
 SCCO | 0% | -2.13% | $-3.76 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 LMT (betterleaf) | Pay Day | Dec 30, 2025 | $3.45 |
 TSM (betterleaf) | Pay Day | Jan 8, 2026 | $0.84 |
Performance Metrics
Score 7/10
Beta
1.1
1.1
0
0.8
1.2
0
2
Sharpe Ratio
0.75
0.75
0
0.5
1
1.5
1.5
Sortino Ratio
1.35
1.35
0
1
2
3
3
Jensen's Alpha
18.97
18.97
-2
0
2
19
19
Omega Ratio
1.48
1.48
0
1
1.5
2.5
2.5
Treynor Ratio
2.35
2.35
0
0.75
1.25
3
3
Information Ratio
0.51
0.51
0
0.3
0.6
1
1
Calmar Ratio
0.48
0.48
0
0.3
0.6
1
1
Beta
1.1
1.1
0
0.8
1.2
0
2
Sharpe Ratio
0.75
0.75
0
0.5
1
1.5
1.5
Sortino Ratio
1.35
1.35
0
1
2
3
3
Jensen's Alpha
18.97
18.97
-2
0
2
19
19
Omega Ratio
1.48
1.48
0
1
1.5
2.5
2.5
Treynor Ratio
2.35
2.35
0
0.75
1.25
3
3
Information Ratio
0.51
0.51
0
0.3
0.6
1
1
Calmar Ratio
0.48
0.48
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
120.02
High:
PLTR
429.3PLTRLow:
TDOC
-5.9TDOCDetails
PEG Ratio
402.9
High:
META
462.29METALow:
NIO
-136.88NIODetails
Price/Book
16.38
High:PLTR
66.38PLTRLow:
AMV0.DE
0.45AMV0.DEDetails
Price/Sales
15.36
High:PLTR
121.14PLTRLow:
LHA.DE
0.26LHA.DEDetails
Price/CF
58.02
High:PLTR
258.05PLTRLow:LHA.DE
2.14LHA.DEDetails
Price/FCF
142.91
High:PLTR
261.46PLTRLow:TDOC
4.96TDOCDetails
P/E Ratio
120.02
High:PLTR
429.3PLTRLow:TDOC
-5.9TDOCDetails
PEG Ratio
402.9
High:META
462.29METALow:NIO
-136.88NIODetails
Price/Book
16.38
High:PLTR
66.38PLTRLow:AMV0.DE
0.45AMV0.DEDetails
Price/Sales
15.36
High:PLTR
121.14PLTRLow:LHA.DE
0.26LHA.DEDetails
Price/CF
58.02
High:PLTR
258.05PLTRLow:LHA.DE
2.14LHA.DEDetails
Price/FCF
142.91
High:PLTR
261.46PLTRLow:TDOC
4.96TDOCDetails
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 |
-5.84% | Nov 2025 | - | 2 |
-2.73% | Feb 2025 | Apr 2025 | 2 |
-0.73% | Jun 2020 | Jul 2020 | 1 |