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+2.58%
This Month
+4.6%
Year To Date
+51.6%
2 Years
+48.99%
5 Years
+67.9%
10 Years
+10.92%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading45.15%
- 🖥️ Technology Services32.7%
- 🛍️ Retail Trade14.98%
- 🧬 Health Technology7.04%
- 💵 Cash0.07%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq59.22%
- 🇺🇸 NYSE23.04%
- 🇭🇰 Hong Kong Exchanges3.68%
- 🇩🇪 FRA3.14%
- 🇬🇧 LSE3.13%
- 🇫🇷 Euronext Paris2.43%
- 🇮🇹 Borsa Italiana1.59%
- 🇳🇱 Euronext Amsterdam0.97%
- 🇪🇸 Bolsa De Madrid0.92%
- 🇨🇭 SIX0.91%
- 🇩🇰 Copenhagen Stock Exchange0.18%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States69.5%
- 🇭🇰 Hong Kong4.4%
- 🇯🇵 Japan3.64%
- 🇩🇪 Germany3.14%
- 🇰🇷 South Korea2.81%
- 🇸🇬 Singapore2.28%
- 🇫🇷 France2.07%
- 🇬🇧 United Kingdom2%
- 🇹🇼 Taiwan1.66%
- 🇳🇱 Netherlands1.64%
- 🇮🇹 Italy1.59%
- 🇨🇭 Switzerland1.21%
- 🇪🇸 Spain0.92%
- 🇨🇳 China0.56%
- 🇨🇦 Canada0.51%
- 🇱🇺 Luxembourg0.45%
- 🇮🇱 Israel0.26%
- 🇩🇰 Denmark0.18%
Dividends
Dividend Yield
1.11%
6 out of 7 instruments pay dividend.
19 dividend payments in the next 30 days.
Highest Dividend: EuropeEconomy (3.01%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 EuropeEconomy | 0.43% | 3.01% | - |
 AsianDragons | 0.3% | 1.9% | - |
 JNJ | 0.2% | 2.87% | $4.81 |
 MSFT | 0.1% | 0.67% | $3 |
 GOOG | 0.06% | 0.34% | $0.2 |
 CloudComputing | 0.02% | 0.14% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
MSFT | Pay Day | Sep 11, 2025 | $0.83 |
MSFT (CloudComputing) | Pay Day | Sep 11, 2025 | $0.83 |
 CB (EuropeEconomy) | Ex-Dividend | Sep 12, 2025 | $0.97 |
 01928.HK (AsianDragons) | Pay Day | Sep 12, 2025 | $0.03 |
GOOG | Pay Day | Sep 15, 2025 | $0.21 |
 GOOGL (CloudComputing) | Pay Day | Sep 15, 2025 | $0.21 |
 BARC.L (EuropeEconomy) | Pay Day | Sep 16, 2025 | $0.04 |
 00388.HK (AsianDragons) | Pay Day | Sep 16, 2025 | $0.77 |
 TSM (AsianDragons) | Ex-Dividend | Sep 16, 2025 | $0.82 |
 NXPI (EuropeEconomy) | Ex-Dividend | Sep 17, 2025 | $1.01 |
 CRM (CloudComputing) | Ex-Dividend | Sep 17, 2025 | $0.42 |
 LIN (EuropeEconomy) | Pay Day | Sep 18, 2025 | $1.50 |
 669.HK (AsianDragons) | Pay Day | Sep 19, 2025 | $0.16 |
 ENI.MI (EuropeEconomy) | Ex-Dividend | Sep 22, 2025 | $0.31 |
 SHEL.L (EuropeEconomy) | Pay Day | Sep 22, 2025 | $0.36 |
 AVGO (CloudComputing) | Ex-Dividend | Sep 22, 2025 | $0.59 |
 1299.HK (AsianDragons) | Pay Day | Sep 23, 2025 | $0.06 |
ENI.MI (EuropeEconomy) | Pay Day | Sep 24, 2025 | $0.31 |
 00027.HK (AsianDragons) | Ex-Dividend | Sep 24, 2025 | $0.09 |
 BNP.PA (EuropeEconomy) | Ex-Dividend | Sep 26, 2025 | $3.05 |
BNP.PA (EuropeEconomy) | Pay Day | Sep 30, 2025 | $3.05 |
AVGO (CloudComputing) | Pay Day | Sep 30, 2025 | $0.59 |
 TTE.PA (EuropeEconomy) | Ex-Dividend | Oct 1, 2025 | $0.97 |
TTE.PA (EuropeEconomy) | Pay Day | Oct 3, 2025 | $0.97 |
CB (EuropeEconomy) | Pay Day | Oct 3, 2025 | $0.97 |
NXPI (EuropeEconomy) | Pay Day | Oct 8, 2025 | $1.01 |
CRM (CloudComputing) | Pay Day | Oct 9, 2025 | $0.42 |
TSM (AsianDragons) | Pay Day | Oct 9, 2025 | $0.82 |
 DG.PA (EuropeEconomy) | Ex-Dividend | Oct 14, 2025 | $1.21 |
DG.PA (EuropeEconomy) | Pay Day | Oct 16, 2025 | $1.21 |
00027.HK (AsianDragons) | Pay Day | Oct 31, 2025 | $0.09 |
 MC.PA (EuropeEconomy) | Ex-Dividend | Dec 2, 2025 | $6.47 |
MC.PA (EuropeEconomy) | Pay Day | Dec 4, 2025 | $6.47 |
Performance Metrics
Score 3.8/10
Beta
0.83
0.83
0
0.8
1.2
0
2
Sharpe Ratio
0.49
0.49
0
0.5
1
1.5
1.5
Sortino Ratio
0.74
0.74
0
1
2
3
3
Jensen's Alpha
-3.55
-3.55
-4
0
2
4.5
4.5
Omega Ratio
0.61
0.61
0
1
1.5
2.5
2.5
Treynor Ratio
0.78
0.78
0
0.75
1.25
2
2
Information Ratio
-0.63
-0.63
-1
0.3
0.6
1
1
Calmar Ratio
0.36
0.36
0
0.3
0.6
1
1
Beta
0.83
0.83
0
0.8
1.2
0
2
Sharpe Ratio
0.49
0.49
0
0.5
1
1.5
1.5
Sortino Ratio
0.74
0.74
0
1
2
3
3
Jensen's Alpha
-3.55
-3.55
-4
0
2
4.5
4.5
Omega Ratio
0.61
0.61
0
1
1.5
2.5
2.5
Treynor Ratio
0.78
0.78
0
0.75
1.25
2
2
Information Ratio
-0.63
-0.63
-1
0.3
0.6
1
1
Calmar Ratio
0.36
0.36
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
30.72
High:
MSFT
36.52MSFTLow:
JNJ
19.05JNJDetails
PEG Ratio
110.38
High:MSFT
235.54MSFTLow:JNJ
54.61JNJDetails
Price/Book
8.5
High:MSFT
10.78MSFTLow:JNJ
5.46JNJDetails
Price/Sales
6.83
High:MSFT
13.19MSFTLow:
AMZN
3.8AMZNDetails
Price/CF
20.03
High:MSFT
27.26MSFTLow:JNJ
16.01JNJDetails
Price/FCF
62.96
High:AMZN
175.86AMZNLow:
GOOG
38.06GOOGDetails
P/E Ratio
30.72
High:MSFT
36.52MSFTLow:JNJ
19.05JNJDetails
PEG Ratio
110.38
High:MSFT
235.54MSFTLow:JNJ
54.61JNJDetails
Price/Book
8.5
High:MSFT
10.78MSFTLow:JNJ
5.46JNJDetails
Price/Sales
6.83
High:MSFT
13.19MSFTLow:AMZN
3.8AMZNDetails
Price/CF
20.03
High:MSFT
27.26MSFTLow:JNJ
16.01JNJDetails
Price/FCF
62.96
High:AMZN
175.86AMZNLow:GOOG
38.06GOOGDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-26.86% | Jan 2022 | May 2024 | 28 |
-13.2% | Feb 2025 | Sep 2025 | 7 |
-8.31% | Sep 2020 | Jul 2021 | 10 |
-4.68% | Sep 2021 | Oct 2021 | 1 |
-1.76% | Oct 2024 | Nov 2024 | 1 |
-1.15% | Nov 2021 | Dec 2021 | 1 |