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+0.9%
Today
+12.49%
This Month
+23.98%
Year To Date
+36.3%
2 Years
+21.19%
5 Years
+7.02%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🧬 Health Technology55.39%
- 👥 Copy Trading40.94%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq71.03%
- 🇺🇸 NYSE13.29%
- 🇬🇧 LSE4.13%
- 🇫🇷 Euronext Paris2.09%
- 🇳🇱 Euronext Amsterdam1.28%
- 🇮🇹 Borsa Italiana1.19%
- 🇩🇪 Xetra ETFs0.59%
- 🇩🇪 FRA0.59%
- 🇸🇪 Stockholm Stock Exchange0.47%
- 🇨🇭 SIX0.42%
- 🌍 Digital Currency0.36%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States68.49%
- 🇬🇧 United Kingdom8.59%
- 🇨🇦 Canada6.47%
- 🇫🇷 France2.09%
- 🇧🇷 Brazil1.83%
- 🇮🇹 Italy1.43%
- 🇳🇱 Netherlands1.28%
- 🇮🇱 Israel1.27%
- 🇹🇼 Taiwan0.68%
- 🇩🇪 Germany0.59%
- 🇨🇴 Colombia0.58%
- 🇫🇮 Finland0.47%
- 🇨🇭 Switzerland0.42%
- 🇱🇺 Luxembourg0.29%
Dividends
Dividend Yield
0.8%
6 out of 14 instruments pay dividend.
11 dividend payments in the next 30 days.
Highest Dividend: triangulacapital (4.7%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 AmitKup | 0.3% | 4.03% | - |
 triangulacapital | 0.29% | 4.7% | - |
 GeorgeFatouros | 0.07% | 1.32% | - |
 thomaspj | 0.06% | 0.72% | - |
 robchamow | 0.04% | 0.74% | - |
 StefanULS | 0.04% | 0.46% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 INTU (GeorgeFatouros) | Pay Day | Jul 18, 2025 | $1.04 |
 DELL (StefanULS) | Ex-Dividend | Jul 22, 2025 | $0.52 |
 ORCL (StefanULS) | Pay Day | Jul 24, 2025 | $0.50 |
 GE (thomaspj) | Pay Day | Jul 25, 2025 | $0.36 |
 LAND.L (triangulacapital) | Pay Day | Jul 25, 2025 | $0.16 |
GE (GeorgeFatouros) | Pay Day | Jul 25, 2025 | $0.36 |
 JPM (thomaspj) | Pay Day | Jul 31, 2025 | $1.40 |
 NI (GeorgeFatouros) | Ex-Dividend | Jul 31, 2025 | $0.28 |
 TD (GeorgeFatouros) | Pay Day | Jul 31, 2025 | $0.76 |
 DAL (StefanULS) | Ex-Dividend | Jul 31, 2025 | $0.19 |
DELL (StefanULS) | Pay Day | Aug 1, 2025 | $0.52 |
 C (thomaspj) | Ex-Dividend | Aug 4, 2025 | $0.60 |
 AXP (thomaspj) | Pay Day | Aug 8, 2025 | $0.82 |
AXP (robchamow) | Pay Day | Aug 8, 2025 | $0.82 |
 MA (robchamow) | Pay Day | Aug 8, 2025 | $0.76 |
 CF (GeorgeFatouros) | Ex-Dividend | Aug 15, 2025 | $0.50 |
NI (GeorgeFatouros) | Pay Day | Aug 20, 2025 | $0.28 |
 MSFT (thomaspj) | Ex-Dividend | Aug 21, 2025 | $0.83 |
MSFT (GeorgeFatouros) | Ex-Dividend | Aug 21, 2025 | $0.83 |
MSFT (robchamow) | Ex-Dividend | Aug 21, 2025 | $0.83 |
MSFT (StefanULS) | Ex-Dividend | Aug 21, 2025 | $0.83 |
DAL (StefanULS) | Pay Day | Aug 21, 2025 | $0.19 |
C (thomaspj) | Pay Day | Aug 22, 2025 | $0.60 |
CF (GeorgeFatouros) | Pay Day | Aug 29, 2025 | $0.50 |
 LMT (StefanULS) | Ex-Dividend | Sep 2, 2025 | $3.30 |
MSFT (thomaspj) | Pay Day | Sep 11, 2025 | $0.83 |
MSFT (GeorgeFatouros) | Pay Day | Sep 11, 2025 | $0.83 |
MSFT (robchamow) | Pay Day | Sep 11, 2025 | $0.83 |
MSFT (StefanULS) | Pay Day | Sep 11, 2025 | $0.83 |
 TSM (GeorgeFatouros) | Ex-Dividend | Sep 16, 2025 | $0.82 |
TSM (robchamow) | Ex-Dividend | Sep 16, 2025 | $0.82 |
LMT (StefanULS) | Pay Day | Sep 26, 2025 | $3.30 |
TSM (GeorgeFatouros) | Pay Day | Oct 9, 2025 | $0.82 |
TSM (robchamow) | Pay Day | Oct 9, 2025 | $0.82 |
Performance Metrics
Score 2.6/10
Beta
0.75
0.75
0
0.8
1.2
0
2
Sharpe Ratio
0.03
0.03
0
0.5
1
1.5
1.5
Sortino Ratio
0.06
0.06
0
1
2
3
3
Jensen's Alpha
-4.32
-4.32
-5
0
2
4.5
4.5
Omega Ratio
0.8
0.8
0
1
1.5
2.5
2.5
Treynor Ratio
0.08
0.08
0
0.75
1.25
2
2
Information Ratio
-0.29
-0.29
-1
0.3
0.6
1
1
Calmar Ratio
0.1
0.1
0
0.3
0.6
1
1
Beta
0.75
0.75
0
0.8
1.2
0
2
Sharpe Ratio
0.03
0.03
0
0.5
1
1.5
1.5
Sortino Ratio
0.06
0.06
0
1
2
3
3
Jensen's Alpha
-4.32
-4.32
-5
0
2
4.5
4.5
Omega Ratio
0.8
0.8
0
1
1.5
2.5
2.5
Treynor Ratio
0.08
0.08
0
0.75
1.25
2
2
Information Ratio
-0.29
-0.29
-1
0.3
0.6
1
1
Calmar Ratio
0.1
0.1
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
-3.5
High:
TNYA
-0.59TNYALow:
ABCL
-6.94ABCLDetails
PEG Ratio
-5.17
High:TNYA
-1.9TNYALow:
CMPS
-10.39CMPSDetails
Price/Book
1.67
High:
ALDX
4.69ALDXLow:
CHRS
-0.54CHRSDetails
Price/Sales
17.95
High:ABCL
50.74ABCLLow:
SGMT
-SGMTDetails
Price/CF
17.7
High:CHRS
186.99CHRSLow:ABCL
17.41ABCLDetails
Price/FCF
39.05
High:CHRS
186.99CHRSLow:ABCL
38.49ABCLDetails
P/E Ratio
-3.5
High:TNYA
-0.59TNYALow:ABCL
-6.94ABCLDetails
PEG Ratio
-5.17
High:TNYA
-1.9TNYALow:CMPS
-10.39CMPSDetails
Price/Book
1.67
High:ALDX
4.69ALDXLow:CHRS
-0.54CHRSDetails
Price/Sales
17.95
High:ABCL
50.74ABCLLow:SGMT
-SGMTDetails
Price/CF
17.7
High:CHRS
186.99CHRSLow:ABCL
17.41ABCLDetails
Price/FCF
39.05
High:CHRS
186.99CHRSLow:ABCL
38.49ABCLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-20.59% | May 2022 | Nov 2024 | 30 |
-17.15% | Dec 2024 | Jun 2025 | 6 |