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+0.02%
Today
-3.09%
This Month
-3.94%
Year To Date
+10.65%
2 Years
+2.82%
5 Years
+0.61%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading35.16%
- 🧬 Health Technology25.92%
- 💵 Cash13.14%
- 💰 Finance5.34%
- 💻 Electronic Technology4.96%
- 📊 ETFs3.37%
- 🛍️ Retail Trade3.18%
- 🚗 Consumer Durables3.01%
- ⛏️ Energy Minerals2.13%
- 🪨 Non Energy Minerals1.25%
- 🖥️ Technology Services1.11%
- 🛠️ Producer Manufacturing0.79%
- ⚡ Utilities0.57%
- 🧪 Process Industries0.5%
- 💇♀️ Consumer Services0.22%
- 🪙 Cryptocurrencies0.13%
- 🏥 Health Services0.1%
- 🍞 Consumer Non Durables0.1%
- 📦 Distribution Services0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE49.79%
- 🇺🇸 Nasdaq22.77%
- 🇬🇧 LSE4.41%
- 🇮🇹 Borsa Italiana2.82%
- 🇭🇰 Hong Kong Exchanges2.42%
- 🇩🇪 FRA1.99%
- 🌍 Digital Currency0.92%
- 🇪🇸 Bolsa De Madrid0.79%
- 🇩🇪 Xetra ETFs0.53%
- 🇨🇭 SIX0.28%
- 🇺🇸 Chicago Board Options Exchange0.21%
- 🇳🇱 Euronext Amsterdam0.15%
- 🇸🇪 Stockholm Stock Exchange0.01%
- 🇫🇷 Euronext Paris0.01%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States38.49%
- 🇮🇪 Ireland24.78%
- 🇨🇳 China4.35%
- 🇮🇹 Italy2.82%
- 🇩🇪 Germany1.99%
- 🇨🇦 Canada1.71%
- 🇪🇸 Spain0.79%
- 🇬🇧 United Kingdom0.67%
- 🇭🇰 Hong Kong0.38%
- 🇹🇼 Taiwan0.29%
- 🇨🇭 Switzerland0.29%
- 🇮🇱 Israel0.26%
- 🇯🇵 Japan0.23%
- 🇮🇳 India0.23%
- 🇱🇺 Luxembourg0.21%
- 🇦🇷 Argentina0.19%
- 🇺🇾 Uruguay0.18%
- 🇳🇱 Netherlands0.15%
- 🇩🇰 Denmark0.06%
- 🇸🇪 Sweden0.01%
- 🇫🇷 France0.01%
- 🇰🇷 South Korea0.01%
- 🇸🇬 Singapore0.01%
Dividends
Dividend Yield
1.99%
26 out of 54 instruments pay dividend.
18 dividend payments in the next 30 days.
Highest Dividend: $IIPR (14.73%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 MDT.US | 0.73% | 3.39% | $2.77 |
 BXMT | 0.57% | 11.06% | $2.48 |
 RenewableEnergy | 0.22% | 2.28% | - |
 GeorgeFatouros | 0.09% | 1.77% | - |
 OXY | 0.05% | 2.27% | $0.8 |
 TLT | 0.05% | 4.12% | - |
 StanleyDruck13F | 0.04% | 0.97% | - |
 LDO.MI | 0.03% | 1.16% | $0.28 |
 JNJ | 0.03% | 3.19% | $4.81 |
 GOLD.BARRICK | 0.02% | 1.91% | $0.4 |
 AI-Revolution | 0.02% | 0.29% | - |
 ASHR | 0.02% | 1.12% | - |
 NEE | 0.02% | 3.18% | $1.97 |
 FIS | 0.02% | 1.98% | $1.76 |
 LLY | 0.02% | 0.64% | $4.86 |
 The-Chameleon | 0.01% | 0.31% | - |
 ChinaTech | 0.01% | 1.35% | - |
 01211.HK | 0.01% | 1.09% | $3.41 |
 RHM.DE | 0.01% | 0.55% | $5.7 |
 PHIA.NV | 0.01% | 4.05% | - |
 Driverless | 0% | 1.17% | - |
 CMCX | 0% | 4.46% | $0.05 |
 DFEN | 0% | 0.77% | - |
 CyberSecurity | 0% | 0.23% | - |
 IIPR | 0% | 14.73% | $7.34 |
 EXPI | 0% | 2.26% | $0.2 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 CSCO (CyberSecurity) | Pay Day | Apr 23, 2025 | $0.41 |
 TME (ChinaTech) | Pay Day | Apr 24, 2025 | $0.18 |
 CRM (AI-Revolution) | Pay Day | Apr 24, 2025 | $0.42 |
 VIPS (ChinaTech) | Pay Day | Apr 25, 2025 | $0.48 |
 GE (AI-Revolution) | Pay Day | Apr 25, 2025 | $0.36 |
 NVT (StanleyDruck13F) | Ex-Dividend | Apr 25, 2025 | $0.20 |
 JD.US (ChinaTech) | Pay Day | Apr 29, 2025 | $1.00 |
 LNT (RenewableEnergy) | Ex-Dividend | Apr 30, 2025 | $0.51 |
 KMI (StanleyDruck13F) | Ex-Dividend | Apr 30, 2025 | $0.29 |
 NI (GeorgeFatouros) | Ex-Dividend | Apr 30, 2025 | $0.28 |
 MRVL (Driverless) | Pay Day | May 1, 2025 | $0.06 |
 FCX (StanleyDruck13F) | Pay Day | May 1, 2025 | $0.15 |
 HEXA-B.ST (Driverless) | Ex-Dividend | May 6, 2025 | $0.14 |
NVT (StanleyDruck13F) | Pay Day | May 9, 2025 | $0.20 |
 MA (GeorgeFatouros) | Pay Day | May 9, 2025 | $0.76 |
PHIA.NV | Ex-Dividend | May 12, 2025 | $0.92 |
HEXA-B.ST (Driverless) | Pay Day | May 14, 2025 | $0.14 |
 ED (RenewableEnergy) | Ex-Dividend | May 14, 2025 | $0.85 |
 669.HK (ChinaTech) | Ex-Dividend | May 15, 2025 | $0.15 |
 WB (ChinaTech) | Pay Day | May 15, 2025 | $0.82 |
LNT (RenewableEnergy) | Pay Day | May 15, 2025 | $0.51 |
 MSFT (AI-Revolution) | Ex-Dividend | May 15, 2025 | $0.83 |
 ACN (AI-Revolution) | Pay Day | May 15, 2025 | $1.48 |
KMI (StanleyDruck13F) | Pay Day | May 15, 2025 | $0.29 |
 TJX (GeorgeFatouros) | Ex-Dividend | May 15, 2025 | $0.42 |
 ABT (GeorgeFatouros) | Pay Day | May 15, 2025 | $0.59 |
 0700.HK (ChinaTech) | Ex-Dividend | May 16, 2025 | $0.58 |
 GEV (RenewableEnergy) | Pay Day | May 16, 2025 | $0.25 |
GEV (StanleyDruck13F) | Pay Day | May 16, 2025 | $0.25 |
 AMGN (GeorgeFatouros) | Ex-Dividend | May 16, 2025 | $2.38 |
NI (GeorgeFatouros) | Pay Day | May 20, 2025 | $0.28 |
 02018.HK (ChinaTech) | Ex-Dividend | May 26, 2025 | $0.03 |
JNJ | Ex-Dividend | May 27, 2025 | $1.30 |
 00763.HK (ChinaTech) | Pay Day | May 27, 2025 | $0.01 |
0700.HK (ChinaTech) | Pay Day | May 30, 2025 | $0.58 |
 TMUS (GeorgeFatouros) | Ex-Dividend | May 30, 2025 | $0.88 |
 QCOM (Driverless) | Ex-Dividend | Jun 5, 2025 | $0.89 |
 02382.HK (ChinaTech) | Ex-Dividend | Jun 5, 2025 | $0.07 |
TJX (GeorgeFatouros) | Pay Day | Jun 5, 2025 | $0.42 |
PHIA.NV | Pay Day | Jun 6, 2025 | $0.92 |
AMGN (GeorgeFatouros) | Pay Day | Jun 6, 2025 | $2.38 |
JNJ | Pay Day | Jun 10, 2025 | $1.30 |
 00175.HK (Driverless) | Ex-Dividend | Jun 11, 2025 | $0.04 |
MSFT (AI-Revolution) | Pay Day | Jun 12, 2025 | $0.83 |
 TSM (AI-Revolution) | Ex-Dividend | Jun 12, 2025 | $0.68 |
TSM (StanleyDruck13F) | Ex-Dividend | Jun 12, 2025 | $0.68 |
TMUS (GeorgeFatouros) | Pay Day | Jun 12, 2025 | $0.88 |
ED (RenewableEnergy) | Pay Day | Jun 16, 2025 | $0.85 |
 HBAN (StanleyDruck13F) | Ex-Dividend | Jun 17, 2025 | $0.16 |
02018.HK (ChinaTech) | Pay Day | Jun 19, 2025 | $0.03 |
LDO.MI | Ex-Dividend | Jun 23, 2025 | $0.56 |
 0916.HK (RenewableEnergy) | Ex-Dividend | Jun 23, 2025 | $0.03 |
LDO.MI | Pay Day | Jun 25, 2025 | $0.56 |
QCOM (Driverless) | Pay Day | Jun 26, 2025 | $0.89 |
 IS04.DE (The-Chameleon) | Pay Day | Jun 26, 2025 | $0.08 |
02382.HK (ChinaTech) | Pay Day | Jun 27, 2025 | $0.07 |
669.HK (ChinaTech) | Pay Day | Jun 27, 2025 | $0.15 |
HBAN (StanleyDruck13F) | Pay Day | Jul 1, 2025 | $0.16 |
DFEN | Pay Day | Jul 2, 2025 | $0.10 |
TSM (AI-Revolution) | Pay Day | Jul 10, 2025 | $0.68 |
TSM (StanleyDruck13F) | Pay Day | Jul 10, 2025 | $0.68 |
00175.HK (Driverless) | Pay Day | Jul 25, 2025 | $0.04 |
0916.HK (RenewableEnergy) | Pay Day | Aug 15, 2025 | $0.03 |
ASHR | Pay Day | Dec 30, 2025 | $0.30 |
Performance Metrics
Score 2.4/10
Beta
0.79
0.79
0
0.8
1.2
0
2
Sharpe Ratio
-0.03
-0.03
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.04
-0.04
-1
1
2
3
3
Jensen's Alpha
-8.08
-8.08
-9
0
2
4.5
4.5
Omega Ratio
0.39
0.39
0
1
1.5
2.5
2.5
Treynor Ratio
-0.04
-0.04
-1
0.75
1.25
2
2
Information Ratio
-1.24
-1.24
-2
0.3
0.6
1
1
Calmar Ratio
0.04
0.04
0
0.3
0.6
1
1
Beta
0.79
0.79
0
0.8
1.2
0
2
Sharpe Ratio
-0.03
-0.03
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.04
-0.04
-1
1
2
3
3
Jensen's Alpha
-8.08
-8.08
-9
0
2
4.5
4.5
Omega Ratio
0.39
0.39
0
1
1.5
2.5
2.5
Treynor Ratio
-0.04
-0.04
-1
0.75
1.25
2
2
Information Ratio
-1.24
-1.24
-2
0.3
0.6
1
1
Calmar Ratio
0.04
0.04
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
32.44
High:
TSLA
118.42TSLALow:
EXPI
-63.51EXPIDetails
PEG Ratio
348.28
High:
MDT.US
560.85MDT.USLow:
XPEV
-43.39XPEVDetails
Price/Book
4.22
High:
LLY
56.08LLYLow:
HLF
-0.81HLFDetails
Price/Sales
4.58
High:
MP
21.12MPLow:
TTCFQ
-TTCFQDetails
Price/CF
21.59
High:MP
190.93MPLow:HLF
2.39HLFDetails
Price/FCF
92.33
High:LLY
631.92LLYLow:HLF
4.18HLFDetails
P/E Ratio
32.44
High:TSLA
118.42TSLALow:EXPI
-63.51EXPIDetails
PEG Ratio
348.28
High:MDT.US
560.85MDT.USLow:XPEV
-43.39XPEVDetails
Price/Book
4.22
High:LLY
56.08LLYLow:HLF
-0.81HLFDetails
Price/Sales
4.58
High:MP
21.12MPLow:TTCFQ
-TTCFQDetails
Price/CF
21.59
High:MP
190.93MPLow:HLF
2.39HLFDetails
Price/FCF
92.33
High:LLY
631.92LLYLow:HLF
4.18HLFDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-32.3% | Nov 2021 | - | 42 |
-4.77% | Sep 2021 | Oct 2021 | 1 |
-4.18% | Mar 2021 | Jun 2021 | 3 |
-3.27% | Sep 2020 | Nov 2020 | 2 |
-2.89% | Jul 2021 | Aug 2021 | 1 |