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+1.83%
This Month
+1.83%
Year To Date
+67.07%
2 Years
+78.13%
5 Years
+78.13%
10 Years
+29.25%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading38.26%
- 📊 ETFs29.46%
- 💻 Electronic Technology11.42%
- 🖥️ Technology Services8.7%
- 🛠️ Producer Manufacturing4.34%
- 💰 Finance3.69%
- 🛍️ Retail Trade1.93%
- 🚗 Consumer Durables1%
- 🪨 Non Energy Minerals0.63%
- ⚡ Utilities0.28%
- ⛏️ Energy Minerals0.28%
- 💵 Cash0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE50%
- 🇺🇸 Nasdaq39.7%
- 🇬🇧 LSE2.5%
- 🇭🇰 Hong Kong Exchanges1.91%
- 🇫🇷 Euronext Paris1.02%
- 🇩🇪 FRA0.42%
- 🇮🇹 Borsa Italiana0.38%
- 🇳🇱 Euronext Amsterdam0.28%
- 🇳🇴 Oslo Stock Exchange0.17%
- 🇨🇭 SIX0.16%
- 🇪🇸 Bolsa De Madrid0.12%
- 🇦🇪 Dubai Financial Market0.1%
- 🇦🇺 Sydney0.1%
- 🇩🇰 Copenhagen Stock Exchange0.07%
- 🌍 Digital Currency0.05%
- 🇺🇸 Chicago Board Options Exchange0.05%
- 🇩🇪 Xetra ETFs0.04%
- 🇧🇪 Euronext Brussels0.03%
- 🌍 FX0.02%
- 🇸🇪 Stockholm Stock Exchange0.01%
- 🇫🇮 Helsinki Stock Exchange0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States47.66%
- 🇨🇳 China3.52%
- 🇹🇼 Taiwan2.67%
- 🇬🇧 United Kingdom2.29%
- 🇳🇱 Netherlands1.04%
- 🇨🇦 Canada0.98%
- 🇫🇷 France0.96%
- 🇰🇷 South Korea0.8%
- 🇿🇦 South Africa0.64%
- 🇮🇱 Israel0.54%
- 🇩🇪 Germany0.42%
- 🇮🇹 Italy0.41%
- 🇭🇰 Hong Kong0.33%
- 🇯🇵 Japan0.25%
- 🇸🇬 Singapore0.24%
- 🇨🇭 Switzerland0.23%
- 🇧🇷 Brazil0.17%
- 🇳🇴 Norway0.17%
- 🇪🇸 Spain0.12%
- 🇦🇺 Australia0.1%
- 🇬🇷 Greece0.09%
- 🇩🇰 Denmark0.07%
- 🇮🇪 Ireland0.06%
- 🇧🇪 Belgium0.03%
- 🇱🇺 Luxembourg0.03%
- 🇸🇪 Sweden0.01%
- 🇰🇾 Cayman Islands0.01%
- 🇫🇮 Finland0%
- 🇺🇾 Uruguay0%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
0.45%
42 out of 56 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $PGR (6.84%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 triangulacapital | 0.06% | 3.77% | - |
 Utilities | 0.05% | 3.12% | - |
 FundManagerZech | 0.04% | 4.94% | - |
 EuropeEconomy | 0.03% | 2.66% | - |
 aar0ntw | 0.03% | 0.24% | - |
 JPM | 0.02% | 1.92% | $4.4 |
 AsianDragons | 0.02% | 1.72% | - |
 AI-Revolution | 0.02% | 0.37% | - |
 KB | 0.01% | 2.26% | $2.39 |
 PGR | 0.01% | 6.84% | $1.15 |
 ChinaTech | 0.01% | 0.92% | - |
 thomaspj | 0.01% | 0.84% | - |
 AVGO | 0.01% | 0.72% | $19.7 |
 MSFT | 0.01% | 0.77% | $3 |
 GoldWorldWide | 0.01% | 0.55% | - |
 Cfranklin89 | 0.01% | 0.56% | - |
 XOM | 0.01% | 3.05% | $3.76 |
 GEV | 0.01% | 0.18% | - |
 NEE | 0.01% | 2.72% | $1.97 |
 BAC | 0.01% | 2.08% | $0.96 |
 AAPL | 0.01% | 0.42% | $0.97 |
 JeppeKirkBonde | 0.01% | 1% | - |
 0700.HK | 0.01% | 0.75% | $3.4 |
 BigTech | 0.01% | 0.27% | - |
 META | 0.01% | 0.35% | $1 |
 CPHequities | 0.01% | 0.8% | - |
 TSM | 0% | 0.81% | $1.74 |
 QCOM | 0% | 2.31% | $3.25 |
 HMY | 0% | 0.73% | $0.08 |
 WMT | 0% | 0.8% | $0.81 |
 GE | 0% | 0.46% | $0.44 |
 Magnificent-7 | 0% | 0.28% | - |
 GOOG | 0% | 0.26% | $0.2 |
 V | 0% | 0.75% | $2.01 |
 MA | 0% | 0.59% | $2.46 |
 COST | 0% | 0.54% | $19.22 |
 NVDA | 0% | 0.02% | $0.02 |
 CyberSecurity | 0% | 0.09% | - |
 echungsam_trader | 0% | 0.01% | - |
 ITUB | 0% | -0.44% | $-0.15 |
 MRP | 0% | -8.34% | - |
 OutSmartNSDQ | -0.01% | -0.91% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 7.7/10
Beta
0.87
0.87
0
0.8
1.2
0
2
Sharpe Ratio
1.69
1.69
0
0.5
1
2
2
Sortino Ratio
3.38
3.38
0
1
2
4
4
Jensen's Alpha
4.92
4.92
-2
0
2
5
5
Omega Ratio
1.24
1.24
0
1
1.5
2.5
2.5
Treynor Ratio
2.14
2.14
0
0.75
1.25
3
3
Information Ratio
0.26
0.26
0
0.3
0.6
1
1
Calmar Ratio
3.22
3.22
0
0.3
0.6
4
4
Beta
0.87
0.87
0
0.8
1.2
0
2
Sharpe Ratio
1.69
1.69
0
0.5
1
2
2
Sortino Ratio
3.38
3.38
0
1
2
4
4
Jensen's Alpha
4.92
4.92
-2
0
2
5
5
Omega Ratio
1.24
1.24
0
1
1.5
2.5
2.5
Treynor Ratio
2.14
2.14
0
0.75
1.25
3
3
Information Ratio
0.26
0.26
0
0.3
0.6
1
1
Calmar Ratio
3.22
3.22
0
0.3
0.6
4
4
Portfolio Valuation
Based on current positions
P/E Ratio
37.95
High:
PLTR
394.13PLTRLow:
CYBR
-96.98CYBRDetails
PEG Ratio
228.92
High:V
1,166.53VLow:AVGO
24.44AVGODetails
Price/Book
13.57
High:PLTR
60.95PLTRLow:KB
0.84KBDetails
Price/Sales
10.36
High:PLTR
111.21PLTRLow:KB
0.93KBDetails
Price/CF
34.32
High:PLTR
258.05PLTRLow:ITUB
3.95ITUBDetails
Price/FCF
58.99
High:NEE
2,356.18NEELow:KB
5.23KBDetails
P/E Ratio
37.95
High:PLTR
394.13PLTRLow:CYBR
-96.98CYBRDetails
PEG Ratio
228.92
High:V
1,166.53VLow:AVGO
24.44AVGODetails
Price/Book
13.57
High:PLTR
60.95PLTRLow:KB
0.84KBDetails
Price/Sales
10.36
High:PLTR
111.21PLTRLow:KB
0.93KBDetails
Price/CF
34.32
High:PLTR
258.05PLTRLow:ITUB
3.95ITUBDetails
Price/FCF
58.99
High:NEE
2,356.18NEELow:KB
5.23KBDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-9.15% | Feb 2025 | May 2025 | 3 |
-5.21% | Apr 2024 | May 2024 | 1 |
-1.76% | Nov 2025 | Jan 2026 | 2 |
-1.27% | Jul 2024 | Aug 2024 | 1 |
-0.35% | Dec 2024 | Jan 2025 | 1 |