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-0.05%
Today
+13.32%
This Month
+19.4%
Year To Date
+30.02%
2 Years
+30.02%
5 Years
+56.84%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash44.37%
- 💹 Forex30.34%
- 👥 Copy Trading8.02%
- 🌾 Commodities3.09%
- 🪙 Cryptocurrencies0.34%
Exchanges Breakdown
- Exchange
- Total
- 🌍 FX30.34%
- 🇺🇸 Nasdaq3.3%
- 🌍 Commodity3.09%
- 🇺🇸 NYSE2.85%
- 🌍 Digital Currency1.81%
- 🇭🇰 Hong Kong Exchanges0.18%
- 🇩🇰 Copenhagen Stock Exchange0.17%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States4.07%
- 🇨🇳 China0.66%
- 🇬🇧 United Kingdom0.33%
- 🇧🇲 Bermuda0.3%
- 🇳🇱 Netherlands0.18%
- 🇩🇰 Denmark0.17%
- 🇹🇼 Taiwan0.15%
- 🇮🇪 Ireland0.13%
Dividends
Dividend Yield
0.05%
2 out of 14 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: ValueGurus (0.7%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 ValueGurus | 0.02% | 0.7% | - |
 Etcaetera | 0.02% | 0.55% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 BX (Etcaetera) | Pay Day | May 5, 2025 | $0.93 |
 MA (ValueGurus) | Pay Day | May 9, 2025 | $0.76 |
 MSFT (Etcaetera) | Ex-Dividend | May 15, 2025 | $0.83 |
 IBKR (ValueGurus) | Ex-Dividend | May 30, 2025 | $0.32 |
 GOOG (ValueGurus) | Ex-Dividend | Jun 9, 2025 | $0.21 |
 ELV (ValueGurus) | Ex-Dividend | Jun 10, 2025 | $1.71 |
MSFT (Etcaetera) | Pay Day | Jun 12, 2025 | $0.83 |
 TSM (Etcaetera) | Ex-Dividend | Jun 12, 2025 | $0.68 |
IBKR (ValueGurus) | Pay Day | Jun 13, 2025 | $0.32 |
GOOG (ValueGurus) | Pay Day | Jun 16, 2025 | $0.21 |
 DIS (ValueGurus) | Ex-Dividend | Jun 24, 2025 | $0.50 |
ELV (ValueGurus) | Pay Day | Jun 25, 2025 | $1.71 |
TSM (Etcaetera) | Pay Day | Jul 10, 2025 | $0.68 |
DIS (ValueGurus) | Pay Day | Jul 23, 2025 | $0.50 |
Performance Metrics
Score 6.6/10
Beta
0.39
0.39
0
0.8
1.2
0
2
Sharpe Ratio
0.58
0.58
0
0.5
1
1.5
1.5
Sortino Ratio
1.04
1.04
0
1
2
3
3
Jensen's Alpha
7.55
7.55
-2
0
2
8
8
Omega Ratio
1.29
1.29
0
1
1.5
2.5
2.5
Treynor Ratio
1.96
1.96
0
0.75
1.25
2
2
Information Ratio
0.25
0.25
0
0.3
0.6
1
1
Calmar Ratio
1.38
1.38
0
0.3
0.6
2
2
Beta
0.39
0.39
0
0.8
1.2
0
2
Sharpe Ratio
0.58
0.58
0
0.5
1
1.5
1.5
Sortino Ratio
1.04
1.04
0
1
2
3
3
Jensen's Alpha
7.55
7.55
-2
0
2
8
8
Omega Ratio
1.29
1.29
0
1
1.5
2.5
2.5
Treynor Ratio
1.96
1.96
0
0.75
1.25
2
2
Information Ratio
0.25
0.25
0
0.3
0.6
1
1
Calmar Ratio
1.38
1.38
0
0.3
0.6
2
2
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
N/A
Details
PEG Ratio
N/A
Details
Price/Book
N/A
Details
Price/Sales
N/A
Details
Price/CF
N/A
Details
Price/FCF
N/A
Details
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-9.77% | Dec 2024 | Apr 2025 | 4 |
-3.9% | Apr 2024 | Jun 2024 | 2 |
-2.86% | Oct 2024 | Nov 2024 | 1 |