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-3.03%
This Month
-3.64%
Year To Date
+18.56%
2 Years
+23.04%
5 Years
+530.14%
10 Years
+19.42%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading51.4%
- 💻 Electronic Technology19.16%
- 🖥️ Technology Services15.78%
- 🛍️ Retail Trade4.21%
- 💰 Finance3.93%
- 💼 Commercial Services1.25%
- 💵 Cash1.15%
- 📊 ETFs0.76%
- 🚚 Transportation0.71%
- 🪙 Cryptocurrencies0.55%
- 🛠️ Producer Manufacturing0.39%
- ⚡ Utilities0.23%
- 🚗 Consumer Durables0.22%
- 🏭 Industrial Services0.03%
- 🧬 Health Technology0.01%
- 🍞 Consumer Non Durables0.01%
- ❓ Other0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq39.56%
- 🇬🇧 LSE27.96%
- 🇺🇸 NYSE20.04%
- 🇭🇰 Hong Kong Exchanges0.81%
- 🌍 Digital Currency0.78%
- 🇩🇪 FRA0.58%
- 🇳🇱 Euronext Amsterdam0.27%
- 🇸🇪 Stockholm Stock Exchange0.12%
- 🇨🇭 SIX0.07%
- 🇧🇪 Euronext Brussels0.07%
- 🇫🇷 Euronext Paris0.06%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States48.37%
- 🇨🇳 China4.86%
- 🇨🇦 Canada2.08%
- 🇳🇱 Netherlands1.97%
- 🇬🇧 United Kingdom0.86%
- 🇩🇪 Germany0.76%
- 🇨🇭 Switzerland0.37%
- 🇧🇷 Brazil0.25%
- 🇿🇦 South Africa0.19%
- 🇰🇾 Cayman Islands0.17%
- 🇸🇬 Singapore0.16%
- 🇧🇲 Bermuda0.13%
- 🇹🇼 Taiwan0.13%
- 🇨🇾 Cyprus0.13%
- 🇭🇰 Hong Kong0.13%
- 🇸🇪 Sweden0.12%
- 🇮🇳 India0.07%
- 🇧🇪 Belgium0.07%
- 🇫🇷 France0.06%
- 🇦🇷 Argentina0.03%
- 🇲🇽 Mexico0.03%
- 🇮🇱 Israel0.03%
- 🇨🇱 Chile0.02%
- 🇺🇾 Uruguay0.02%
- 🇵🇪 Peru0.01%
- 🇹🇷 Türkiye0.01%
- 🇵🇦 Panama0.01%
- 🇰🇿 Kazakhstan0.01%
- 🇮🇩 Indonesia0.01%
- 🇩🇰 Denmark0.01%
Dividends
Dividend Yield
0.45%
36 out of 94 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $O (4.92%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 O | 0.13% | 4.92% | $3.09 |
 Private-Equity | 0.06% | 3.05% | - |
 MSFT | 0.05% | 0.86% | $3 |
 PureMomentum | 0.04% | 0.67% | - |
 QuantumComputing | 0.03% | 0.54% | - |
 BABA | 0.03% | 0.79% | $0.98 |
 EmergingNations | 0.01% | 2.27% | - |
 MAA | 0.01% | 4.2% | $5.81 |
 META | 0.01% | 0.32% | $1 |
 ASML | 0.01% | 0.54% | $5.57 |
 MidCapDiverse | 0.01% | 1.71% | - |
 BAM | 0.01% | 3.91% | $1.41 |
 MRVL | 0.01% | 0.3% | $0.24 |
 QCOM | 0% | 2.58% | $3.25 |
 BAC | 0% | 2.2% | $0.96 |
 JPM | 0% | 1.95% | $4.4 |
 AAPL | 0% | 0.4% | $0.97 |
 PYPL | 0% | 0.6% | - |
 DE | 0% | 1.06% | $5.76 |
 MU | 0% | 0.11% | $0.46 |
 BLK | 0% | 2.05% | $20.2 |
 INTU | 0% | 1.06% | $3.6 |
 SAP | 0% | 0.97% | $1.73 |
 STX.US | 0% | 0.77% | $2.8 |
 ORCL | 0% | 1.31% | $1.6 |
 MA | 0% | 0.62% | $2.46 |
 PRX.NV | 0% | 0.48% | $0.07 |
 NVDA | 0% | 0.02% | $0.02 |
 VST | 0% | 0.56% | $0.85 |
 CEG | 0% | 0.49% | - |
 FuturePayments | 0% | 0.47% | - |
 NVO | 0% | 3.45% | $0.98 |
 BX | 0% | 4.16% | $3.36 |
 V | 0% | 0.78% | $2.01 |
 SIE.DE | 0% | 2.32% | $4.7 |
 CRM | 0% | 0.87% | $0.4 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 7.1/10
Beta
0.87
0.87
0
0.8
1.2
0
2
Sharpe Ratio
0.86
0.86
0
0.5
1
1.5
1.5
Sortino Ratio
1.51
1.51
0
1
2
3
3
Jensen's Alpha
9.89
9.89
-2
0
2
10
10
Omega Ratio
1.42
1.42
0
1
1.5
2.5
2.5
Treynor Ratio
1.86
1.86
0
0.75
1.25
2
2
Information Ratio
0.43
0.43
0
0.3
0.6
1
1
Calmar Ratio
0.45
0.45
0
0.3
0.6
1
1
Beta
0.87
0.87
0
0.8
1.2
0
2
Sharpe Ratio
0.86
0.86
0
0.5
1
1.5
1.5
Sortino Ratio
1.51
1.51
0
1
2
3
3
Jensen's Alpha
9.89
9.89
-2
0
2
10
10
Omega Ratio
1.42
1.42
0
1
1.5
2.5
2.5
Treynor Ratio
1.86
1.86
0
0.75
1.25
2
2
Information Ratio
0.43
0.43
0
0.3
0.6
1
1
Calmar Ratio
0.45
0.45
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
30.71
High:
TSLA
377.27TSLALow:
INTC
-556.53INTCDetails
PEG Ratio
-103.35
High:JPM
1,118.42JPMLow:
RKLB
-9,779.22RKLBDetails
Price/Book
9.58
High:STX.US
178.2STX.USLow:
BYND
-0.08BYNDDetails
Price/Sales
10.1
High:
QUBT
2,581.95QUBTLow:
OKLO
-OKLODetails
Price/CF
25.27
High:
PLTR
214.31PLTRLow:PYPL
8.54PYPLDetails
Price/FCF
54.95
High:MAA
2,924.9MAALow:
KLAR
8.85KLARDetails
P/E Ratio
30.71
High:TSLA
377.27TSLALow:INTC
-556.53INTCDetails
PEG Ratio
-103.35
High:JPM
1,118.42JPMLow:RKLB
-9,779.22RKLBDetails
Price/Book
9.58
High:STX.US
178.2STX.USLow:BYND
-0.08BYNDDetails
Price/Sales
10.1
High:QUBT
2,581.95QUBTLow:OKLO
-OKLODetails
Price/CF
25.27
High:PLTR
214.31PLTRLow:PYPL
8.54PYPLDetails
Price/FCF
54.95
High:MAA
2,924.9MAALow:KLAR
8.85KLARDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-46.51% | Jul 2021 | Sep 2024 | 38 |
-18.62% | Sep 2018 | Apr 2019 | 7 |
-16.12% | Oct 2016 | Jan 2017 | 3 |
-11.55% | May 2019 | Jul 2019 | 2 |
-9.07% | Feb 2025 | Jul 2025 | 5 |
-7.75% | Mar 2018 | May 2018 | 2 |
-7.58% | Nov 2025 | - | 5 |
-4.92% | Feb 2016 | May 2016 | 3 |
-4.14% | Jun 2016 | Jul 2016 | 1 |
-3.64% | Sep 2020 | Apr 2021 | 7 |
-3.02% | Sep 2017 | Oct 2017 | 1 |
-2.79% | May 2021 | Jun 2021 | 1 |
-1.08% | Oct 2024 | Nov 2024 | 1 |
-0.97% | Sep 2019 | Oct 2019 | 1 |
-0.81% | May 2020 | Jun 2020 | 1 |