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+2.65%
This Month
+45.07%
Year To Date
+208.21%
2 Years
+198.1%
5 Years
+468.37%
10 Years
+33.06%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash46.16%
- 🚗 Consumer Durables31.12%
- 👥 Copy Trading14.48%
- 🖥️ Technology Services8.38%
- 📊 ETFs5.03%
- 🪙 Cryptocurrencies1.08%
- 🚚 Transportation0.11%
- 🏥 Health Services0.02%
- ❓ Other0%
- 🪨 Non Energy Minerals0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq39.79%
- 🇬🇧 LSE9.17%
- 🇺🇸 NYSE5.24%
- 🌍 Digital Currency1.57%
- 🇩🇪 FRA0.06%
- 🇳🇴 Oslo Stock Exchange0.04%
- 🇭🇰 Hong Kong Exchanges0.03%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States39.81%
- 🇨🇳 China0.11%
- 🇩🇪 Germany0.06%
- 🇹🇼 Taiwan0.06%
- 🇳🇴 Norway0.04%
- 🇳🇱 Netherlands0.01%
- 🇰🇾 Cayman Islands0.01%
- 🇬🇧 United Kingdom0.01%
- 🇸🇬 Singapore0.01%
Dividends
Dividend Yield
0.01%
4 out of 21 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $NAS.OL (5.92%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 LHA.DE | 0% | 4.33% | $0.3 |
 NAS.OL | 0% | 5.92% | - |
 betterleaf | 0% | 0.36% | - |
 SCCO | 0% | -2.22% | $-3.76 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 MSFT (betterleaf) | Ex-Dividend | Nov 20, 2025 | $0.91 |
 LMT (betterleaf) | Ex-Dividend | Dec 1, 2025 | $3.45 |
MSFT (betterleaf) | Pay Day | Dec 11, 2025 | $0.91 |
 TSM (betterleaf) | Ex-Dividend | Dec 11, 2025 | $0.84 |
LMT (betterleaf) | Pay Day | Dec 30, 2025 | $3.45 |
TSM (betterleaf) | Pay Day | Jan 8, 2026 | $0.84 |
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
1.4
1.4
0
1
2
3
3
Jensen's Alpha
20.61
20.61
-2
0
2
21
21
Omega Ratio
1.51
1.51
0
1
1.5
2.5
2.5
Treynor Ratio
2.46
2.46
0
0.75
1.25
3
3
Information Ratio
0.54
0.54
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
1.4
1.4
0
1
2
3
3
Jensen's Alpha
20.61
20.61
-2
0
2
21
21
Omega Ratio
1.51
1.51
0
1
1.5
2.5
2.5
Treynor Ratio
2.46
2.46
0
0.75
1.25
3
3
Information Ratio
0.54
0.54
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
314.75
High:
PLTR
628.71PLTRLow:
TDOC
-7.04TDOCDetails
PEG Ratio
791.09
High:PLTR
802.28PLTRLow:TDOC
-9.04TDOCDetails
Price/Book
19.92
High:PLTR
75.68PLTRLow:
NIO
-93.92NIODetails
Price/Sales
17.83
High:PLTR
140.92PLTRLow:
LHA.DE
0.21LHA.DEDetails
Price/CF
103.42
High:PLTR
202PLTRLow:
NAS.OL
2.28NAS.OLDetails
Price/FCF
227.37
High:
TSLA
229.45TSLALow:TDOC
5.25TDOCDetails
P/E Ratio
314.75
High:PLTR
628.71PLTRLow:TDOC
-7.04TDOCDetails
PEG Ratio
791.09
High:PLTR
802.28PLTRLow:TDOC
-9.04TDOCDetails
Price/Book
19.92
High:PLTR
75.68PLTRLow:NIO
-93.92NIODetails
Price/Sales
17.83
High:PLTR
140.92PLTRLow:LHA.DE
0.21LHA.DEDetails
Price/CF
103.42
High:PLTR
202PLTRLow:NAS.OL
2.28NAS.OLDetails
Price/FCF
227.37
High:TSLA
229.45TSLALow:TDOC
5.25TDOCDetails
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 |