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-0.01%
Today
+1.13%
This Month
+4.83%
Year To Date
+177.44%
2 Years
+139.86%
5 Years
+28.79%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash71.92%
- 👥 Copy Trading17.41%
- 🖥️ Technology Services10.8%
- 📊 ETFs5.5%
- 🪙 Cryptocurrencies1.4%
- 🚚 Transportation0.14%
- 🚗 Consumer Durables0.06%
- 🏥 Health Services0.02%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE13.79%
- 🇺🇸 Nasdaq11.14%
- 🇺🇸 NYSE5.67%
- 🌍 Digital Currency1.96%
- 🇩🇪 FRA0.09%
- 🇳🇴 Oslo Stock Exchange0.06%
- 🇭🇰 Hong Kong Exchanges0.05%
- 🇩🇰 Copenhagen Stock Exchange0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States11.17%
- 🇨🇳 China0.11%
- 🇩🇪 Germany0.09%
- 🇳🇴 Norway0.06%
- 🇹🇼 Taiwan0.04%
- 🇬🇧 United Kingdom0.01%
- 🇰🇾 Cayman Islands0.01%
- 🇸🇬 Singapore0.01%
- 🇩🇰 Denmark0%
Dividends
Dividend Yield
0.08%
4 out of 21 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $LHA.DE (4.73%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 SPY | 0.07% | 1.28% | - |
 LHA.DE | 0% | 4.73% | $0.3 |
 betterleaf | 0% | 0.66% | - |
 SVITZR.CO | 0% | -2.91% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 PFE (betterleaf) | Ex-Dividend | May 9, 2025 | $0.43 |
 MSFT (betterleaf) | Ex-Dividend | May 15, 2025 | $0.83 |
 0700.HK (betterleaf) | Ex-Dividend | May 16, 2025 | $0.58 |
0700.HK (betterleaf) | Pay Day | May 30, 2025 | $0.58 |
MSFT (betterleaf) | Pay Day | Jun 12, 2025 | $0.83 |
 TSM (betterleaf) | Ex-Dividend | Jun 12, 2025 | $0.68 |
PFE (betterleaf) | Pay Day | Jun 13, 2025 | $0.43 |
TSM (betterleaf) | Pay Day | Jul 10, 2025 | $0.68 |
Performance Metrics
Score 6.9/10
Beta
1.11
1.11
0
0.8
1.2
0
2
Sharpe Ratio
0.7
0.7
0
0.5
1
1.5
1.5
Sortino Ratio
1.25
1.25
0
1
2
3
3
Jensen's Alpha
19.93
19.93
-2
0
2
20
20
Omega Ratio
1.48
1.48
0
1
1.5
2.5
2.5
Treynor Ratio
2.25
2.25
0
0.75
1.25
3
3
Information Ratio
0.51
0.51
0
0.3
0.6
1
1
Calmar Ratio
0.44
0.44
0
0.3
0.6
1
1
Beta
1.11
1.11
0
0.8
1.2
0
2
Sharpe Ratio
0.7
0.7
0
0.5
1
1.5
1.5
Sortino Ratio
1.25
1.25
0
1
2
3
3
Jensen's Alpha
19.93
19.93
-2
0
2
20
20
Omega Ratio
1.48
1.48
0
1
1.5
2.5
2.5
Treynor Ratio
2.25
2.25
0
0.75
1.25
3
3
Information Ratio
0.51
0.51
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
79.89
High:
PLTR
533.16PLTRLow:
NIO
-2.57NIODetails
PEG Ratio
315.47
High:PLTR
474.41PLTRLow:NIO
-19.78NIODetails
Price/Book
24.67
High:PLTR
47.13PLTRLow:
LHA.DE
0.67LHA.DEDetails
Price/Sales
17.67
High:PLTR
88.96PLTRLow:LHA.DE
0.2LHA.DEDetails
Price/CF
71.47
High:PLTR
165.72PLTRLow:
NAS.OL
1.59NAS.OLDetails
Price/FCF
76.03
High:PLTR
167.55PLTRLow:NAS.OL
1.95NAS.OLDetails
P/E Ratio
79.89
High:PLTR
533.16PLTRLow:NIO
-2.57NIODetails
PEG Ratio
315.47
High:PLTR
474.41PLTRLow:NIO
-19.78NIODetails
Price/Book
24.67
High:PLTR
47.13PLTRLow:LHA.DE
0.67LHA.DEDetails
Price/Sales
17.67
High:PLTR
88.96PLTRLow:LHA.DE
0.2LHA.DEDetails
Price/CF
71.47
High:PLTR
165.72PLTRLow:NAS.OL
1.59NAS.OLDetails
Price/FCF
76.03
High:PLTR
167.55PLTRLow:NAS.OL
1.95NAS.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 | - | 3 |
-0.73% | Jun 2020 | Jul 2020 | 1 |