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+0.32%
This Month
+12.58%
Year To Date
+56.07%
2 Years
-0.7%
5 Years
-0.7%
10 Years
-0.17%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash49.03%
- 📊 ETFs12.36%
- 👥 Copy Trading9.28%
- 💻 Electronic Technology8.55%
- 🖥️ Technology Services7.73%
- 💰 Finance4.82%
- 🛍️ Retail Trade2.45%
- 💇♀️ Consumer Services2.27%
- 💼 Commercial Services2.08%
- 🪨 Non Energy Minerals1.64%
- 🍞 Consumer Non Durables1.6%
- 🧬 Health Technology1.26%
- ⛏️ Energy Minerals1.2%
- 🚚 Transportation0.95%
- 🚗 Consumer Durables0.83%
- 🏥 Health Services0.57%
- 🏭 Industrial Services0.18%
- 🪙 Cryptocurrencies0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq26.41%
- 🇺🇸 NYSE20.07%
- 🌍 Digital Currency4.94%
- 🇺🇸 Chicago Board Options Exchange2.34%
- 🇬🇧 LSE2.28%
- 🇫🇷 Euronext Paris0.82%
- 🇭🇰 Hong Kong Exchanges0.73%
- 🇩🇪 FRA0.07%
- 🇪🇸 Bolsa De Madrid0.06%
- 🇨🇭 SIX0.02%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States28.58%
- 🇨🇦 Canada2.65%
- 🇬🇧 United Kingdom1.9%
- 🇳🇱 Netherlands1.51%
- 🇺🇾 Uruguay1.03%
- 🇨🇳 China1.02%
- 🇮🇱 Israel0.96%
- 🇹🇼 Taiwan0.95%
- 🇰🇾 Cayman Islands0.82%
- 🇩🇰 Denmark0.37%
- 🇸🇬 Singapore0.34%
- 🇱🇺 Luxembourg0.08%
- 🇩🇪 Germany0.07%
- 🇪🇸 Spain0.06%
- 🇭🇰 Hong Kong0.04%
- 🇮🇪 Ireland0.04%
- 🇨🇭 Switzerland0.02%
Dividends
Dividend Yield
0.43%
45 out of 73 instruments pay dividend.
27 dividend payments in the next 30 days.
Highest Dividend: $KHC (5.86%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 ISF.L | 0.05% | 3.5% | - |
 TFC | 0.03% | 4.47% | $2.08 |
 KHC | 0.03% | 5.86% | $1.6 |
 SHEL | 0.02% | 3.96% | $2.7 |
 BTG.US | 0.02% | 2.46% | $0.16 |
 BARC.L | 0.02% | 2.35% | $0.08 |
 XLE | 0.02% | 3.37% | - |
 XLP | 0.02% | 2.48% | - |
 KO | 0.02% | 2.97% | $1.89 |
 VOO | 0.01% | 1.22% | - |
 B | 0.01% | 1.62% | $0.4 |
 RenewableEnergy | 0.01% | 1.44% | - |
 MCD | 0.01% | 2.25% | $6.53 |
 BAC | 0.01% | 2.13% | $0.96 |
 FLJP | 0.01% | 1.65% | - |
 NKE | 0.01% | 2.16% | $1.45 |
 DGX | 0.01% | 1.72% | $2.92 |
 00285.HK | 0.01% | 1.47% | $0.59 |
 AIR.PA | 0.01% | 1.09% | $1.8 |
 KR | 0.01% | 1.93% | $1.16 |
 GLW | 0.01% | 1.57% | $1.12 |
 NVO | 0.01% | 2.23% | $0.98 |
 TSM | 0.01% | 1.01% | $1.74 |
 AI-Revolution | 0.01% | 0.22% | - |
 MSFT | 0.01% | 0.67% | $3 |
 V | 0.01% | 0.69% | $2.01 |
 ASML | 0.01% | 0.78% | $5.57 |
 EQT | 0.01% | 1.22% | $0.62 |
 GOOGL | 0% | 0.35% | $0.2 |
 AVGO | 0% | 0.7% | $19.7 |
 OXY | 0% | 2.05% | $0.8 |
 INDA | 0% | 0.72% | - |
 RMD | 0% | 0.79% | $1.92 |
 ORCL | 0% | 0.77% | $1.6 |
 DIS | 0% | 0.85% | $0.75 |
 AAPL | 0% | 0.43% | $0.97 |
 META | 0% | 0.27% | $1 |
 MA | 0% | 0.5% | $2.46 |
 INTC | 0% | 0.51% | $0.5 |
 WING | 0% | 0.36% | $0.88 |
 MU | 0% | 0.35% | $0.46 |
 HWM | 0% | 0.22% | $0.19 |
 KNSL | 0% | 0.14% | $0.58 |
 VG | 0% | 0.26% | - |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
GOOGL | Ex-Dividend | Sep 8, 2025 | $0.21 |
GOOGL (AI-Revolution) | Ex-Dividend | Sep 8, 2025 | $0.21 |
 PEG (RenewableEnergy) | Ex-Dividend | Sep 9, 2025 | $0.63 |
OXY | Ex-Dividend | Sep 10, 2025 | $0.24 |
 AEP (RenewableEnergy) | Pay Day | Sep 10, 2025 | $0.93 |
MSFT | Pay Day | Sep 11, 2025 | $0.83 |
NVDA | Ex-Dividend | Sep 11, 2025 | $0.01 |
KNSL | Pay Day | Sep 11, 2025 | $0.17 |
MSFT (AI-Revolution) | Pay Day | Sep 11, 2025 | $0.83 |
NVDA (AI-Revolution) | Ex-Dividend | Sep 11, 2025 | $0.01 |
KO | Ex-Dividend | Sep 15, 2025 | $0.51 |
B | Pay Day | Sep 15, 2025 | $0.15 |
GOOGL | Pay Day | Sep 15, 2025 | $0.21 |
 EXC (RenewableEnergy) | Pay Day | Sep 15, 2025 | $0.40 |
 NEE (RenewableEnergy) | Pay Day | Sep 15, 2025 | $0.57 |
 ED (RenewableEnergy) | Pay Day | Sep 15, 2025 | $0.85 |
GOOGL (AI-Revolution) | Pay Day | Sep 15, 2025 | $0.21 |
MCD | Pay Day | Sep 16, 2025 | $1.77 |
BARC.L | Pay Day | Sep 16, 2025 | $0.04 |
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 |
 CRM (AI-Revolution) | Ex-Dividend | Sep 17, 2025 | $0.42 |
RMD | Pay Day | Sep 18, 2025 | $0.60 |
 SSE.L (RenewableEnergy) | Pay Day | Sep 18, 2025 | $0.58 |
 VST (RenewableEnergy) | Ex-Dividend | Sep 19, 2025 | $0.23 |
SHEL | Pay Day | Sep 22, 2025 | $0.72 |
AVGO | Ex-Dividend | Sep 22, 2025 | $0.59 |
AVGO (AI-Revolution) | Ex-Dividend | Sep 22, 2025 | $0.59 |
BAC | Pay Day | Sep 26, 2025 | $0.28 |
KHC | Pay Day | Sep 26, 2025 | $0.40 |
GLW | Pay Day | Sep 29, 2025 | $0.28 |
AVGO | Pay Day | Sep 30, 2025 | $0.59 |
PEG (RenewableEnergy) | Pay Day | Sep 30, 2025 | $0.63 |
VST (RenewableEnergy) | Pay Day | Sep 30, 2025 | $0.23 |
AVGO (AI-Revolution) | Pay Day | Sep 30, 2025 | $0.59 |
KO | Pay Day | Oct 1, 2025 | $0.51 |
NKE | Pay Day | Oct 1, 2025 | $0.40 |
NVDA | Pay Day | Oct 2, 2025 | $0.01 |
NVDA (AI-Revolution) | Pay Day | Oct 2, 2025 | $0.01 |
DGX | Ex-Dividend | Oct 3, 2025 | $0.80 |
TSM | Pay Day | Oct 9, 2025 | $0.82 |
CRM (AI-Revolution) | Pay Day | Oct 9, 2025 | $0.42 |
TSM (AI-Revolution) | Pay Day | Oct 9, 2025 | $0.82 |
 0968.HK (RenewableEnergy) | Pay Day | Oct 10, 2025 | $0.00 |
OXY | Pay Day | Oct 15, 2025 | $0.24 |
DGX | Pay Day | Oct 20, 2025 | $0.80 |
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
-0.03
-0.03
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.04
-0.04
-1
1
2
3
3
Jensen's Alpha
-11.99
-11.99
-12
0
2
4.5
4.5
Omega Ratio
0.53
0.53
0
1
1.5
2.5
2.5
Treynor Ratio
-0.06
-0.06
-1
0.75
1.25
2
2
Information Ratio
-0.78
-0.78
-1
0.3
0.6
1
1
Calmar Ratio
0
0
-1
0.3
0.6
1
1
Beta
1.14
1.14
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
-11.99
-11.99
-12
0
2
4.5
4.5
Omega Ratio
0.53
0.53
0
1
1.5
2.5
2.5
Treynor Ratio
-0.06
-0.06
-1
0.75
1.25
2
2
Information Ratio
-0.78
-0.78
-1
0.3
0.6
1
1
Calmar Ratio
0
0
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
35.01
High:
ARM
210.4ARMLow:
ZS
-1,022.37ZSDetails
PEG Ratio
738.25
High:
AAPL
24,772.26AAPLLow:ZS
-3,294.11ZSDetails
Price/Book
9.42
High:
MA
67.4MALow:
MCD
-81.28MCDDetails
Price/Sales
8.1
High:ARM
35.71ARMLow:
KR
0.31KRDetails
Price/CF
25.49
High:
KO
233.26KOLow:
OXY
3.49OXYDetails
Price/FCF
55.43
High:
BTG.US
1,018.99BTG.USLow:
00285.HK
5.7900285.HKDetails
P/E Ratio
35.01
High:ARM
210.4ARMLow:ZS
-1,022.37ZSDetails
PEG Ratio
738.25
High:AAPL
24,772.26AAPLLow:ZS
-3,294.11ZSDetails
Price/Book
9.42
High:MA
67.4MALow:MCD
-81.28MCDDetails
Price/Sales
8.1
High:ARM
35.71ARMLow:KR
0.31KRDetails
Price/CF
25.49
High:KO
233.26KOLow:OXY
3.49OXYDetails
Price/FCF
55.43
High:BTG.US
1,018.99BTG.USLow:00285.HK
5.7900285.HKDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-48.53% | Mar 2021 | - | 55 |