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+0.27%
This Month
-5.59%
Year To Date
+31.88%
2 Years
+52.36%
5 Years
+52.36%
10 Years
+17.7%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading39.52%
- 💻 Electronic Technology16.94%
- 💰 Finance13.67%
- 📊 ETFs10.01%
- 🖥️ Technology Services7.02%
- 🧬 Health Technology3.89%
- 🛍️ Retail Trade3.87%
- 🍞 Consumer Non Durables1.99%
- 💵 Cash1.92%
- 🛠️ Producer Manufacturing1.38%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE49.62%
- 🇺🇸 Nasdaq32.21%
- 🇭🇰 Hong Kong Exchanges4.28%
- 🇫🇷 Euronext Paris3.36%
- 🇬🇧 LSE2.25%
- 🌍 Digital Currency2.01%
- 🇳🇴 Oslo Stock Exchange0.97%
- 🇮🇹 Borsa Italiana0.53%
- 🇪🇸 Bolsa De Madrid0.5%
- 🇳🇱 Euronext Amsterdam0.4%
- 🇩🇪 FRA0.23%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States53.11%
- 🇹🇼 Taiwan7.25%
- 🇬🇧 United Kingdom6.39%
- 🇨🇳 China4.79%
- 🇫🇷 France3.36%
- 🇯🇵 Japan1.25%
- 🇨🇦 Canada1.03%
- 🇳🇴 Norway0.97%
- 🇩🇰 Denmark0.81%
- 🇳🇱 Netherlands0.76%
- 🇮🇹 Italy0.53%
- 🇪🇸 Spain0.5%
- 🇩🇪 Germany0.23%
- 🇮🇳 India0.2%
- 🇸🇬 Singapore0.17%
- 🇮🇪 Ireland0.17%
- 🇦🇺 Australia0.1%
Dividends
Dividend Yield
1.05%
15 out of 21 instruments pay dividend.
21 dividend payments in the next 30 days.
Highest Dividend: TheBigBanks (3.43%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 TheBigBanks | 0.4% | 3.43% | - |
 thomaspj | 0.16% | 1.64% | - |
 JPM | 0.09% | 2% | $4.4 |
 MRK | 0.09% | 2.79% | $3.04 |
 BitcoinWorldWide | 0.07% | 0.71% | - |
 MC.PA | 0.06% | 2.76% | $13 |
 TSM | 0.05% | 0.68% | $1.74 |
 AI-Revolution | 0.03% | 0.4% | - |
 NVO | 0.03% | 3.33% | $0.98 |
 V | 0.03% | 0.84% | $2.01 |
 MSFT | 0.02% | 0.95% | $3 |
 META | 0.01% | 0.37% | $1 |
 APO | 0.01% | 1.91% | $1.75 |
 01211.HK | 0% | 0.34% | $3.41 |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
JPM | Ex-Dividend | Apr 6, 2026 | $1.50 |
JPM (TheBigBanks) | Ex-Dividend | Apr 6, 2026 | $1.50 |
MRK | Pay Day | Apr 7, 2026 | $0.85 |
 BNS (TheBigBanks) | Ex-Dividend | Apr 7, 2026 | $0.80 |
 LRCX (AI-Revolution) | Pay Day | Apr 8, 2026 | $0.26 |
 BBVA.MC (BitcoinWorldWide) | Ex-Dividend | Apr 8, 2026 | $0.71 |
 ORCL (AI-Revolution) | Ex-Dividend | Apr 9, 2026 | $0.50 |
 CRM (AI-Revolution) | Ex-Dividend | Apr 9, 2026 | $0.44 |
 TD (TheBigBanks) | Ex-Dividend | Apr 9, 2026 | $0.79 |
 MA (BitcoinWorldWide) | Ex-Dividend | Apr 9, 2026 | $0.87 |
 MRSH (BitcoinWorldWide) | Ex-Dividend | Apr 9, 2026 | $0.90 |
 MRVL (AI-Revolution) | Ex-Dividend | Apr 10, 2026 | $0.06 |
BBVA.MC (BitcoinWorldWide) | Pay Day | Apr 10, 2026 | $0.71 |
MRVL (BitcoinWorldWide) | Ex-Dividend | Apr 10, 2026 | $0.06 |
 STT (BitcoinWorldWide) | Pay Day | Apr 13, 2026 | $0.84 |
 PNC (TheBigBanks) | Ex-Dividend | Apr 14, 2026 | $1.70 |
 MU (AI-Revolution) | Pay Day | Apr 15, 2026 | $0.15 |
 USB (TheBigBanks) | Pay Day | Apr 15, 2026 | $0.52 |
MU (BitcoinWorldWide) | Pay Day | Apr 15, 2026 | $0.15 |
 WTW (BitcoinWorldWide) | Pay Day | Apr 15, 2026 | $0.96 |
 INGA.NV (TheBigBanks) | Ex-Dividend | Apr 16, 2026 | $0.88 |
 UCG.MI (TheBigBanks) | Ex-Dividend | Apr 20, 2026 | $2.04 |
UCG.MI (TheBigBanks) | Pay Day | Apr 22, 2026 | $2.04 |
CRM (AI-Revolution) | Pay Day | Apr 23, 2026 | $0.44 |
 RY (TheBigBanks) | Ex-Dividend | Apr 23, 2026 | $1.20 |
 RR.L (thomaspj) | Ex-Dividend | Apr 23, 2026 | $0.07 |
ORCL (AI-Revolution) | Pay Day | Apr 24, 2026 | $0.50 |
INGA.NV (TheBigBanks) | Pay Day | Apr 24, 2026 | $0.88 |
MC.PA | Ex-Dividend | Apr 28, 2026 | $8.60 |
BNS (TheBigBanks) | Pay Day | Apr 28, 2026 | $0.80 |
JPM | Pay Day | Apr 30, 2026 | $1.50 |
MC.PA | Pay Day | Apr 30, 2026 | $8.60 |
MRVL (AI-Revolution) | Pay Day | Apr 30, 2026 | $0.06 |
JPM (TheBigBanks) | Pay Day | Apr 30, 2026 | $1.50 |
TD (TheBigBanks) | Pay Day | Apr 30, 2026 | $0.79 |
 SAN.MC (TheBigBanks) | Ex-Dividend | Apr 30, 2026 | $0.14 |
MRVL (BitcoinWorldWide) | Pay Day | Apr 30, 2026 | $0.06 |
 C (TheBigBanks) | Ex-Dividend | May 4, 2026 | $0.60 |
PNC (TheBigBanks) | Pay Day | May 5, 2026 | $1.70 |
SAN.MC (TheBigBanks) | Pay Day | May 5, 2026 | $0.14 |
 AXP (BitcoinWorldWide) | Pay Day | May 8, 2026 | $0.95 |
MA (BitcoinWorldWide) | Pay Day | May 8, 2026 | $0.87 |
 EQNR.OL (thomaspj) | Ex-Dividend | May 13, 2026 | $0.39 |
MRSH (BitcoinWorldWide) | Pay Day | May 15, 2026 | $0.90 |
 BNP.PA (TheBigBanks) | Ex-Dividend | May 18, 2026 | $3.06 |
 ISP.MI (TheBigBanks) | Ex-Dividend | May 18, 2026 | $2.25 |
BNP.PA (TheBigBanks) | Pay Day | May 20, 2026 | $3.06 |
ISP.MI (TheBigBanks) | Pay Day | May 20, 2026 | $2.25 |
MSFT | Ex-Dividend | May 21, 2026 | $0.91 |
MSFT (AI-Revolution) | Ex-Dividend | May 21, 2026 | $0.91 |
 AMAT (AI-Revolution) | Ex-Dividend | May 21, 2026 | $0.53 |
C (TheBigBanks) | Pay Day | May 22, 2026 | $0.60 |
RY (TheBigBanks) | Pay Day | May 22, 2026 | $1.20 |
 WKL.NV (BitcoinWorldWide) | Ex-Dividend | May 25, 2026 | $1.88 |
EQNR.OL (thomaspj) | Pay Day | May 27, 2026 | $0.39 |
 GLE.PA (TheBigBanks) | Ex-Dividend | Jun 1, 2026 | $1.19 |
GLE.PA (TheBigBanks) | Pay Day | Jun 3, 2026 | $1.19 |
RR.L (thomaspj) | Pay Day | Jun 3, 2026 | $0.07 |
MSFT | Pay Day | Jun 11, 2026 | $0.91 |
TSM | Ex-Dividend | Jun 11, 2026 | $0.95 |
MSFT (AI-Revolution) | Pay Day | Jun 11, 2026 | $0.91 |
AMAT (AI-Revolution) | Pay Day | Jun 11, 2026 | $0.53 |
TSM (AI-Revolution) | Ex-Dividend | Jun 11, 2026 | $0.95 |
TSM (BitcoinWorldWide) | Ex-Dividend | Jun 11, 2026 | $0.95 |
WKL.NV (BitcoinWorldWide) | Pay Day | Jun 17, 2026 | $1.88 |
 TTE.PA (thomaspj) | Ex-Dividend | Jun 30, 2026 | $1.01 |
TTE.PA (thomaspj) | Pay Day | Jul 2, 2026 | $1.01 |
 3328.HK (TheBigBanks) | Ex-Dividend | Jul 8, 2026 | $0.02 |
TSM | Pay Day | Jul 9, 2026 | $0.95 |
TSM (AI-Revolution) | Pay Day | Jul 9, 2026 | $0.95 |
 0939.HK (TheBigBanks) | Ex-Dividend | Jul 9, 2026 | $0.03 |
TSM (BitcoinWorldWide) | Pay Day | Jul 9, 2026 | $0.95 |
3328.HK (TheBigBanks) | Pay Day | Aug 14, 2026 | $0.02 |
0939.HK (TheBigBanks) | Pay Day | Aug 21, 2026 | $0.03 |
Performance Metrics
Score 4.8/10
Beta
1.28
1.28
0
0.8
1.2
0
2
Sharpe Ratio
0.88
0.88
0
0.5
1
1.5
1.5
Sortino Ratio
1.57
1.57
0
1
2
3
3
Jensen's Alpha
-3.08
-3.08
-4
0
2
4.5
4.5
Omega Ratio
1.07
1.07
0
1
1.5
2.5
2.5
Treynor Ratio
0.92
0.92
0
0.75
1.25
2
2
Information Ratio
0.1
0.1
0
0.3
0.6
1
1
Calmar Ratio
1.62
1.62
0
0.3
0.6
2
2
Beta
1.28
1.28
0
0.8
1.2
0
2
Sharpe Ratio
0.88
0.88
0
0.5
1
1.5
1.5
Sortino Ratio
1.57
1.57
0
1
2
3
3
Jensen's Alpha
-3.08
-3.08
-4
0
2
4.5
4.5
Omega Ratio
1.07
1.07
0
1
1.5
2.5
2.5
Treynor Ratio
0.92
0.92
0
0.75
1.25
2
2
Information Ratio
0.1
0.1
0
0.3
0.6
1
1
Calmar Ratio
1.62
1.62
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
26.6
High:
ARM
198.68ARMLow:NVO
10.65NVODetails
PEG Ratio
293.71
High:JPM
1,100.48JPMLow:NVDA
54.73NVDADetails
Price/Book
6.1
High:NVDA
27.41NVDALow:
BRK.B
1.44BRK.BDetails
Price/Sales
6.75
High:ARM
34.13ARMLow:
SMCI
0.57SMCIDetails
Price/CF
22.22
High:ARM
76.78ARMLow:JPM
8.75JPMDetails
Price/FCF
49.47
High:
AMZN
325.85AMZNLow:
ADBE
10.45ADBEDetails
P/E Ratio
26.6
High:ARM
198.68ARMLow:NVO
10.65NVODetails
PEG Ratio
293.71
High:JPM
1,100.48JPMLow:NVDA
54.73NVDADetails
Price/Book
6.1
High:NVDA
27.41NVDALow:BRK.B
1.44BRK.BDetails
Price/Sales
6.75
High:ARM
34.13ARMLow:SMCI
0.57SMCIDetails
Price/CF
22.22
High:ARM
76.78ARMLow:JPM
8.75JPMDetails
Price/FCF
49.47
High:AMZN
325.85AMZNLow:ADBE
10.45ADBEDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-11.65% | Aug 2023 | Dec 2023 | 4 |
-9.44% | Nov 2025 | - | 6 |
-8.83% | Feb 2025 | May 2025 | 3 |
-6.03% | Apr 2024 | Jun 2024 | 2 |
-2.51% | Dec 2024 | Jan 2025 | 1 |
-0.7% | Oct 2024 | Nov 2024 | 1 |
-0.69% | Jul 2024 | Aug 2024 | 1 |