Loading...
-0.03%
Today
+3.11%
This Month
+10.99%
Year To Date
+32.51%
2 Years
-2.1%
5 Years
-0.55%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash48.85%
- 📊 ETFs11.9%
- 👥 Copy Trading9.48%
- 💻 Electronic Technology8.17%
- 🖥️ Technology Services7.77%
- 💰 Finance4.97%
- 🛍️ Retail Trade2.49%
- 💇♀️ Consumer Services2.44%
- 💼 Commercial Services1.87%
- 🍞 Consumer Non Durables1.73%
- 🧬 Health Technology1.37%
- 🪨 Non Energy Minerals1.35%
- ⛏️ Energy Minerals1.23%
- 🚚 Transportation0.99%
- 🚗 Consumer Durables0.8%
- 🏥 Health Services0.56%
- 🏭 Industrial Services0.22%
- 🪙 Cryptocurrencies0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq25.95%
- 🇺🇸 NYSE19.82%
- 🌍 Digital Currency5.17%
- 🇺🇸 Chicago Board Options Exchange2.54%
- 🇬🇧 LSE2.26%
- 🇫🇷 Euronext Paris0.82%
- 🇭🇰 Hong Kong Exchanges0.59%
- 🇩🇪 FRA0.07%
- 🇪🇸 Bolsa De Madrid0.07%
- 🇨🇭 SIX0.03%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States28.8%
- 🇨🇦 Canada2.3%
- 🇬🇧 United Kingdom1.98%
- 🇳🇱 Netherlands1.46%
- 🇮🇱 Israel1.07%
- 🇺🇾 Uruguay1.04%
- 🇹🇼 Taiwan0.93%
- 🇨🇳 China0.86%
- 🇰🇾 Cayman Islands0.68%
- 🇩🇰 Denmark0.45%
- 🇸🇬 Singapore0.37%
- 🇱🇺 Luxembourg0.08%
- 🇩🇪 Germany0.07%
- 🇪🇸 Spain0.07%
- 🇮🇪 Ireland0.04%
- 🇭🇰 Hong Kong0.04%
- 🇨🇭 Switzerland0.03%
Dividends
Dividend Yield
0.45%
45 out of 73 instruments pay dividend.
9 dividend payments in the next 30 days.
Highest Dividend: $KHC (5.56%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 ISF.L | 0.05% | 3.54% | - |
 TFC | 0.03% | 4.6% | $2.08 |
 KHC | 0.03% | 5.56% | $1.6 |
 FLJP | 0.02% | 4.09% | - |
 BTG.US | 0.02% | 3.27% | $0.16 |
 SHEL | 0.02% | 3.95% | $2.7 |
 BARC.L | 0.02% | 2.41% | $0.08 |
 XLE | 0.02% | 3.5% | - |
 XLP | 0.02% | 2.46% | - |
 KO | 0.02% | 2.89% | $1.89 |
 RenewableEnergy | 0.01% | 1.68% | - |
 VOO | 0.01% | 1.29% | - |
 MCD | 0.01% | 2.33% | $6.53 |
 B | 0.01% | 1.78% | $0.4 |
 BAC | 0.01% | 2.18% | $0.96 |
 NKE | 0.01% | 2.08% | $1.45 |
 DGX | 0.01% | 1.74% | $2.92 |
 00285.HK | 0.01% | 1.84% | $0.59 |
 AIR.PA | 0.01% | 1.1% | $1.8 |
 KR | 0.01% | 1.8% | $1.16 |
 GLW | 0.01% | 2.07% | $1.12 |
 NVO | 0.01% | 1.77% | $0.98 |
 TSM | 0.01% | 0.97% | $1.74 |
 AI-Revolution | 0.01% | 0.22% | - |
 MSFT | 0.01% | 0.66% | $3 |
 V | 0.01% | 0.65% | $2.01 |
 ASML | 0.01% | 0.86% | $5.57 |
 EQT | 0.01% | 1.16% | $0.62 |
 INTC | 0% | 2.15% | $0.5 |
 GOOGL | 0% | 0.42% | $0.2 |
 OXY | 0% | 2.11% | $0.8 |
 AVGO | 0% | 0.83% | $19.7 |
 INDA | 0% | 0.74% | - |
 RMD | 0% | 0.79% | $1.92 |
 ORCL | 0% | 0.76% | $1.6 |
 DIS | 0% | 0.83% | $0.75 |
 AAPL | 0% | 0.47% | $0.97 |
 META | 0% | 0.29% | $1 |
 MA | 0% | 0.53% | $2.46 |
 WING | 0% | 0.34% | $0.88 |
 MU | 0% | 0.42% | $0.46 |
 HWM | 0% | 0.2% | $0.19 |
 KNSL | 0% | 0.13% | $0.58 |
 VG | 0% | 0.22% | - |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
ORCL | Pay Day | Jul 24, 2025 | $0.50 |
 SSE.L (RenewableEnergy) | Ex-Dividend | Jul 24, 2025 | $0.58 |
 GE (AI-Revolution) | Pay Day | Jul 25, 2025 | $0.36 |
ASML | Ex-Dividend | Jul 29, 2025 | $1.86 |
 IBE.MC (RenewableEnergy) | Pay Day | Jul 30, 2025 | $0.46 |
 LNT (RenewableEnergy) | Ex-Dividend | Jul 31, 2025 | $0.51 |
ASML | Pay Day | Aug 6, 2025 | $1.86 |
EQT | Ex-Dividend | Aug 6, 2025 | $0.16 |
MA | Pay Day | Aug 8, 2025 | $0.76 |
 ED (RenewableEnergy) | Ex-Dividend | Aug 13, 2025 | $0.85 |
KR | Ex-Dividend | Aug 15, 2025 | $0.35 |
 DUK (RenewableEnergy) | Ex-Dividend | Aug 15, 2025 | $1.06 |
 0916.HK (RenewableEnergy) | Pay Day | Aug 15, 2025 | $0.03 |
LNT (RenewableEnergy) | Pay Day | Aug 15, 2025 | $0.51 |
 ACN (AI-Revolution) | Pay Day | Aug 15, 2025 | $1.48 |
 GEV (RenewableEnergy) | Pay Day | Aug 18, 2025 | $0.25 |
MSFT | Ex-Dividend | Aug 21, 2025 | $0.83 |
MSFT (AI-Revolution) | Ex-Dividend | Aug 21, 2025 | $0.83 |
GLW | Ex-Dividend | Aug 29, 2025 | $0.28 |
KR | Pay Day | Sep 1, 2025 | $0.35 |
EQT | Pay Day | Sep 2, 2025 | $0.16 |
 PEG (RenewableEnergy) | Ex-Dividend | Sep 9, 2025 | $0.63 |
MSFT | Pay Day | Sep 11, 2025 | $0.83 |
MSFT (AI-Revolution) | Pay Day | Sep 11, 2025 | $0.83 |
KO | Ex-Dividend | Sep 15, 2025 | $0.51 |
ED (RenewableEnergy) | Pay Day | Sep 15, 2025 | $0.85 |
TSM | Ex-Dividend | Sep 16, 2025 | $0.82 |
DUK (RenewableEnergy) | Pay Day | Sep 16, 2025 | $1.06 |
TSM (AI-Revolution) | Ex-Dividend | Sep 16, 2025 | $0.82 |
SSE.L (RenewableEnergy) | Pay Day | Sep 18, 2025 | $0.58 |
GLW | Pay Day | Sep 29, 2025 | $0.28 |
PEG (RenewableEnergy) | Pay Day | Sep 30, 2025 | $0.63 |
KO | Pay Day | Oct 1, 2025 | $0.51 |
TSM | Pay Day | Oct 9, 2025 | $0.82 |
TSM (AI-Revolution) | Pay Day | Oct 9, 2025 | $0.82 |
INDA | Pay Day | Dec 20, 2025 | $0.00 |
Performance Metrics
Score 2.3/10
Beta
1.14
1.14
0
0.8
1.2
0
2
Sharpe Ratio
-0.07
-0.07
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.09
-0.09
-1
1
2
3
3
Jensen's Alpha
-12
-12
-12
0
2
4.5
4.5
Omega Ratio
0.53
0.53
0
1
1.5
2.5
2.5
Treynor Ratio
-0.12
-0.12
-1
0.75
1.25
2
2
Information Ratio
-0.77
-0.77
-1
0.3
0.6
1
1
Calmar Ratio
-0.02
-0.02
-1
0.3
0.6
1
1
Beta
1.14
1.14
0
0.8
1.2
0
2
Sharpe Ratio
-0.07
-0.07
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.09
-0.09
-1
1
2
3
3
Jensen's Alpha
-12
-12
-12
0
2
4.5
4.5
Omega Ratio
0.53
0.53
0
1
1.5
2.5
2.5
Treynor Ratio
-0.12
-0.12
-1
0.75
1.25
2
2
Information Ratio
-0.77
-0.77
-1
0.3
0.6
1
1
Calmar Ratio
-0.02
-0.02
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
35.26
High:
GRAB
976.79GRABLow:
ZS
-1,124.4ZSDetails
PEG Ratio
76.53
High:GRAB
909.01GRABLow:ZS
-2,285.35ZSDetails
Price/Book
9.5
High:
MA
76.22MALow:
MCD
-61.93MCDDetails
Price/Sales
7.99
High:
ARM
41.6ARMLow:
KR
0.33KRDetails
Price/CF
22.47
High:ARM
286.48ARMLow:
BARC.L
3.52BARC.LDetails
Price/FCF
43.81
High:
BTG.US
1,018.99BTG.USLow:
SHEL
10.9SHELDetails
P/E Ratio
35.26
High:GRAB
976.79GRABLow:ZS
-1,124.4ZSDetails
PEG Ratio
76.53
High:GRAB
909.01GRABLow:ZS
-2,285.35ZSDetails
Price/Book
9.5
High:MA
76.22MALow:MCD
-61.93MCDDetails
Price/Sales
7.99
High:ARM
41.6ARMLow:KR
0.33KRDetails
Price/CF
22.47
High:ARM
286.48ARMLow:BARC.L
3.52BARC.LDetails
Price/FCF
43.81
High:BTG.US
1,018.99BTG.USLow:SHEL
10.9SHELDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-48.53% | Mar 2021 | - | 53 |