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-0.88%
This Month
-4.89%
Year To Date
+23.02%
2 Years
+9.53%
5 Years
+9.53%
10 Years
+2.04%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading45.3%
- 💵 Cash22.69%
- 💻 Electronic Technology18.14%
- 🖥️ Technology Services10.96%
- 🚚 Transportation5.35%
- 💰 Finance2.07%
- 🪙 Cryptocurrencies0.41%
- 🛠️ Producer Manufacturing0.18%
- 🧪 Process Industries0.12%
- 🍞 Consumer Non Durables0.1%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq58.82%
- 🇺🇸 NYSE18.07%
- 🇬🇧 LSE2.99%
- 🇫🇷 Euronext Paris0.61%
- 🇩🇪 FRA0.47%
- 🌍 Digital Currency0.41%
- 🇸🇪 Stockholm Stock Exchange0.37%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States72.54%
- 🇬🇧 United Kingdom3.18%
- 🇨🇳 China1.3%
- 🇹🇼 Taiwan1%
- 🇫🇷 France0.63%
- 🇳🇱 Netherlands0.61%
- 🇮🇪 Ireland0.55%
- 🇩🇪 Germany0.47%
- 🇨🇭 Switzerland0.37%
- 🇸🇪 Sweden0.37%
- 🇨🇦 Canada0.16%
- 🇮🇱 Israel0.12%
- 🇺🇾 Uruguay0.02%
Dividends
Dividend Yield
0.49%
12 out of 16 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $MC.PA (2.56%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 CSCO | 0.14% | 2.05% | $1.58 |
 II-Quality | 0.14% | 1.52% | - |
 MSFT | 0.07% | 0.86% | $3 |
 IAG.L | 0.05% | 1.82% | - |
 AI-Revolution | 0.05% | 0.39% | - |
 BigTech | 0.04% | 0.28% | - |
 CRM | 0.02% | 0.87% | $0.4 |
 MA | 0.01% | 0.62% | $2.46 |
 MC.PA | 0% | 2.56% | $13 |
 NVDA | 0% | 0.02% | $0.02 |
 GEV | 0% | -0.18% | - |
 OutSmartNSDQ | -0.04% | -0.46% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 2.5/10
Beta
0.84
0.84
0
0.8
1.2
0
2
Sharpe Ratio
-0.01
-0.01
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.01
-0.01
-1
1
2
3
3
Jensen's Alpha
-6.52
-6.52
-7
0
2
4.5
4.5
Omega Ratio
0.53
0.53
0
1
1.5
2.5
2.5
Treynor Ratio
-0.01
-0.01
-1
0.75
1.25
2
2
Information Ratio
-0.81
-0.81
-1
0.3
0.6
1
1
Calmar Ratio
0.06
0.06
0
0.3
0.6
1
1
Beta
0.84
0.84
0
0.8
1.2
0
2
Sharpe Ratio
-0.01
-0.01
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.01
-0.01
-1
1
2
3
3
Jensen's Alpha
-6.52
-6.52
-7
0
2
4.5
4.5
Omega Ratio
0.53
0.53
0
1
1.5
2.5
2.5
Treynor Ratio
-0.01
-0.01
-1
0.75
1.25
2
2
Information Ratio
-0.81
-0.81
-1
0.3
0.6
1
1
Calmar Ratio
0.06
0.06
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
31.32
High:
AMD
76.4AMDLow:
SNDL
-6.12SNDLDetails
PEG Ratio
112.78
High:
UBER
555.04UBERLow:SNDL
-33.42SNDLDetails
Price/Book
13
High:MA
60.42MALow:SNDL
0.5SNDLDetails
Price/Sales
13.08
High:NVDA
20.71NVDALow:SNDL
0.58SNDLDetails
Price/CF
31.3
High:AMD
45.99AMDLow:IAG.L
3.6IAG.LDetails
Price/FCF
57.09
High:MSFT
69.19MSFTLow:IAG.L
8.86IAG.LDetails
P/E Ratio
31.32
High:AMD
76.4AMDLow:SNDL
-6.12SNDLDetails
PEG Ratio
112.78
High:UBER
555.04UBERLow:SNDL
-33.42SNDLDetails
Price/Book
13
High:MA
60.42MALow:SNDL
0.5SNDLDetails
Price/Sales
13.08
High:NVDA
20.71NVDALow:SNDL
0.58SNDLDetails
Price/CF
31.3
High:AMD
45.99AMDLow:IAG.L
3.6IAG.LDetails
Price/FCF
57.09
High:MSFT
69.19MSFTLow:IAG.L
8.86IAG.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-35.16% | Nov 2021 | Jun 2025 | 43 |
-9.53% | Sep 2021 | Oct 2021 | 1 |
-8.5% | Nov 2025 | - | 5 |
-0.04% | Aug 2025 | Sep 2025 | 1 |