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-2.68%
This Month
+3.12%
Year To Date
+56.91%
2 Years
+80.38%
5 Years
+80.38%
10 Years
+27.65%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading36.96%
- 📊 ETFs31.05%
- 💻 Electronic Technology11.38%
- 🖥️ Technology Services7.8%
- 🛠️ Producer Manufacturing5.19%
- 💰 Finance3.65%
- 🛍️ Retail Trade1.86%
- 🚗 Consumer Durables0.93%
- 🪨 Non Energy Minerals0.54%
- ⛏️ Energy Minerals0.31%
- ⚡ Utilities0.3%
- 💵 Cash0.03%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE52.76%
- 🇺🇸 Nasdaq37.14%
- 🇬🇧 LSE2.37%
- 🇭🇰 Hong Kong Exchanges1.64%
- 🇫🇷 Euronext Paris0.67%
- 🇩🇪 FRA0.37%
- 🇳🇱 Euronext Amsterdam0.27%
- 🇮🇹 Borsa Italiana0.25%
- 🇨🇭 SIX0.2%
- 🇳🇴 Oslo Stock Exchange0.13%
- 🇦🇺 Sydney0.12%
- 🇪🇸 Bolsa De Madrid0.11%
- 🇦🇪 Dubai Financial Market0.1%
- 🌍 Digital Currency0.06%
- 🇩🇰 Copenhagen Stock Exchange0.05%
- 🇺🇸 Chicago Board Options Exchange0.04%
- 🇩🇪 Xetra ETFs0.04%
- 🇧🇪 Euronext Brussels0.04%
- 🌍 FX0.02%
- 🇸🇪 Stockholm Stock Exchange0.02%
- 🇫🇮 Helsinki Stock Exchange0.01%
- Regular Trading Hours - RTH0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States46.36%
- 🇨🇳 China2.84%
- 🇹🇼 Taiwan2.78%
- 🇬🇧 United Kingdom2.15%
- 🇳🇱 Netherlands1.04%
- 🇨🇦 Canada0.99%
- 🇰🇷 South Korea0.89%
- 🇫🇷 France0.63%
- 🇿🇦 South Africa0.54%
- 🇮🇱 Israel0.45%
- 🇩🇪 Germany0.37%
- 🇭🇰 Hong Kong0.32%
- 🇮🇹 Italy0.28%
- 🇨🇭 Switzerland0.27%
- 🇯🇵 Japan0.23%
- 🇸🇬 Singapore0.18%
- 🇳🇴 Norway0.13%
- 🇦🇺 Australia0.12%
- 🇪🇸 Spain0.11%
- 🇬🇷 Greece0.07%
- 🇧🇷 Brazil0.07%
- 🇩🇰 Denmark0.05%
- 🇮🇪 Ireland0.04%
- 🇧🇪 Belgium0.04%
- 🇱🇺 Luxembourg0.03%
- 🇸🇪 Sweden0.02%
- 🇫🇮 Finland0.01%
- 🇰🇾 Cayman Islands0.01%
- 🇺🇾 Uruguay0%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
0.43%
42 out of 56 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $PGR (6.62%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 Utilities | 0.05% | 2.88% | - |
 FundManagerZech | 0.04% | 5.29% | - |
 EuropeEconomy | 0.04% | 2.77% | - |
 triangulacapital | 0.03% | 2.01% | - |
 aar0ntw | 0.03% | 0.24% | - |
 thomaspj | 0.02% | 1.73% | - |
 JPM | 0.02% | 1.95% | $4.4 |
 AsianDragons | 0.02% | 1.8% | - |
 AI-Revolution | 0.02% | 0.39% | - |
 KB | 0.01% | 1.92% | $2.39 |
 PGR | 0.01% | 6.62% | $1.15 |
 GoldWorldWide | 0.01% | 0.63% | - |
 ChinaTech | 0.01% | 1.08% | - |
 AVGO | 0.01% | 0.71% | $19.7 |
 MSFT | 0.01% | 0.86% | $3 |
 Cfranklin89 | 0.01% | 0.66% | - |
 GEV | 0.01% | 0.18% | - |
 XOM | 0.01% | 2.69% | $3.76 |
 NEE | 0.01% | 2.52% | $1.97 |
 BAC | 0.01% | 2.2% | $0.96 |
 AAPL | 0.01% | 0.4% | $0.97 |
 JeppeKirkBonde | 0.01% | 1.02% | - |
 0700.HK | 0.01% | 0.9% | $3.4 |
 BigTech | 0.01% | 0.28% | - |
 META | 0.01% | 0.32% | $1 |
 CPHequities | 0.01% | 0.79% | - |
 TSM | 0% | 0.78% | $1.74 |
 WMT | 0% | 0.78% | $0.81 |
 QCOM | 0% | 2.58% | $3.25 |
 HMY | 0% | 0.82% | $0.08 |
 GE | 0% | 0.46% | $0.44 |
 Magnificent-7 | 0% | 0.29% | - |
 GOOG | 0% | 0.28% | $0.2 |
 V | 0% | 0.78% | $2.01 |
 MA | 0% | 0.62% | $2.46 |
 COST | 0% | 0.52% | $19.22 |
 NVDA | 0% | 0.02% | $0.02 |
 CyberSecurity | 0% | 0.09% | - |
 echungsam_trader | 0% | 0.02% | - |
 ITUB | 0% | -0.98% | $-0.15 |
 MRP | 0% | -8.22% | - |
 OutSmartNSDQ | 0% | -0.46% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 8.1/10
Beta
0.85
0.85
0
0.8
1.2
0
2
Sharpe Ratio
1.79
1.79
0
0.5
1
2
2
Sortino Ratio
3.61
3.61
0
1
2
4
4
Jensen's Alpha
7.55
7.55
-2
0
2
8
8
Omega Ratio
1.51
1.51
0
1
1.5
2.5
2.5
Treynor Ratio
2.27
2.27
0
0.75
1.25
3
3
Information Ratio
0.51
0.51
0
0.3
0.6
1
1
Calmar Ratio
3.31
3.31
0
0.3
0.6
4
4
Beta
0.85
0.85
0
0.8
1.2
0
2
Sharpe Ratio
1.79
1.79
0
0.5
1
2
2
Sortino Ratio
3.61
3.61
0
1
2
4
4
Jensen's Alpha
7.55
7.55
-2
0
2
8
8
Omega Ratio
1.51
1.51
0
1
1.5
2.5
2.5
Treynor Ratio
2.27
2.27
0
0.75
1.25
3
3
Information Ratio
0.51
0.51
0
0.3
0.6
1
1
Calmar Ratio
3.31
3.31
0
0.3
0.6
4
4
Portfolio Valuation
Based on current positions
P/E Ratio
34.24
High:
TSLA
377.27TSLALow:
CYBR
-139.7CYBRDetails
PEG Ratio
123.47
High:JPM
1,118.42JPMLow:MRP
4.81MRPDetails
Price/Book
12.7
High:MA
60.42MALow:MRP
0.88MRPDetails
Price/Sales
9.93
High:
PLTR
88.09PLTRLow:KB
1.1KBDetails
Price/CF
30.55
High:PLTR
214.31PLTRLow:MRP
1.35MRPDetails
Price/FCF
52.53
High:NEE
2,356.18NEELow:MRP
1.97MRPDetails
P/E Ratio
34.24
High:TSLA
377.27TSLALow:CYBR
-139.7CYBRDetails
PEG Ratio
123.47
High:JPM
1,118.42JPMLow:MRP
4.81MRPDetails
Price/Book
12.7
High:MA
60.42MALow:MRP
0.88MRPDetails
Price/Sales
9.93
High:PLTR
88.09PLTRLow:KB
1.1KBDetails
Price/CF
30.55
High:PLTR
214.31PLTRLow:MRP
1.35MRPDetails
Price/FCF
52.53
High:NEE
2,356.18NEELow:MRP
1.97MRPDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-9.15% | Feb 2025 | May 2025 | 3 |
-5.21% | Apr 2024 | May 2024 | 1 |
-2.68% | Mar 2026 | - | 1 |
-1.76% | Nov 2025 | Jan 2026 | 2 |
-1.27% | Jul 2024 | Aug 2024 | 1 |
-0.35% | Dec 2024 | Jan 2025 | 1 |