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+0.65%
This Month
+14.88%
Year To Date
+41.31%
2 Years
+37.31%
5 Years
+76.53%
10 Years
+9.52%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading28.02%
- 💻 Electronic Technology19.52%
- 📊 ETFs15.78%
- 💵 Cash13.13%
- 🖥️ Technology Services8.16%
- 🛍️ Retail Trade3.8%
- 💰 Finance3.45%
- 🧬 Health Technology2.68%
- 🏥 Health Services2.59%
- 🚚 Transportation2.54%
- 🚗 Consumer Durables1.7%
- 💼 Commercial Services0.81%
- 🍞 Consumer Non Durables0.79%
- 💇♀️ Consumer Services0.55%
- 🛠️ Producer Manufacturing0.3%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq42.89%
- 🇺🇸 NYSE31.72%
- 🇬🇧 LSE2.99%
- 🇳🇴 Oslo Stock Exchange2.62%
- 🇫🇷 Euronext Paris2.59%
- 🇭🇰 Hong Kong Exchanges2.54%
- 🌍 Digital Currency1.01%
- 🇦🇺 Sydney0.83%
- 🌍 FX0.69%
- 🇨🇭 SIX0.39%
- 🇩🇪 Xetra ETFs0.38%
- 🇩🇰 Copenhagen Stock Exchange0.3%
- Abu Dhabi0.15%
- 🇳🇱 Euronext Amsterdam0.11%
- 🇮🇹 Borsa Italiana0.01%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States48.08%
- 🇨🇳 China2.93%
- 🇳🇴 Norway2.62%
- 🇬🇧 United Kingdom2.35%
- 🇬🇷 Greece2.28%
- 🇺🇾 Uruguay1.84%
- 🇫🇷 France1.62%
- 🇳🇱 Netherlands1.11%
- 🇦🇺 Australia0.88%
- 🇰🇾 Cayman Islands0.85%
- 🇧🇲 Bermuda0.78%
- 🇮🇱 Israel0.66%
- 🇨🇭 Switzerland0.66%
- 🇮🇹 Italy0.59%
- 🇧🇷 Brazil0.55%
- 🇭🇰 Hong Kong0.52%
- 🇩🇰 Denmark0.3%
- 🇩🇪 Germany0.23%
- 🇨🇦 Canada0.2%
- 🇯🇵 Japan0.16%
- 🇸🇬 Singapore0.14%
- 🇰🇷 South Korea0.11%
- 🇿🇦 South Africa0.06%
- 🇮🇪 Ireland0.05%
- 🇷🇺 Russia0.03%
- 🇹🇼 Taiwan0.02%
- 🇨🇾 Cyprus0.01%
- 🇨🇱 Chile0.01%
Dividends
Dividend Yield
1.23%
24 out of 66 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: FundManagerZech (5.41%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 FundManagerZech | 1.01% | 5.41% | - |
 lukasko81 | 0.06% | 2.61% | - |
 AVGO | 0.03% | 0.61% | $19.7 |
 AAPL | 0.02% | 0.37% | $0.97 |
 JEF | 0.01% | 2.72% | $1.2 |
 NOVO-B.CO | 0.01% | 3.72% | $9.4 |
 APH | 0.01% | 0.54% | $0.44 |
 AIR.PA | 0.01% | 1.01% | $1.8 |
 NXT.L | 0.01% | 1.73% | $2.07 |
 UNH | 0.01% | 2.62% | $7.74 |
 PHIN | 0.01% | 1.99% | $1 |
 TSCO | 0.01% | 1.7% | $4.26 |
 RELX | 0.01% | 2.14% | $0.75 |
 LOGN.ZU | 0.01% | 1.32% | $1.06 |
 RACE | 0.01% | 0.89% | $2.64 |
 GOOG | 0.01% | 0.26% | $0.2 |
 ICE | 0% | 1.22% | $1.77 |
 NDI-FutureTech | 0% | 0.13% | - |
 BABA | 0% | 0.65% | $0.98 |
 FDS | 0% | 1.57% | $3.98 |
 META | 0% | 0.31% | $1 |
 Miyoshi | 0% | 0.02% | - |
 KNSL | 0% | 0.19% | $0.58 |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 TSM (NDI-FutureTech) | Ex-Dividend | Dec 11, 2025 | $0.84 |
NXT.L | Pay Day | Jan 5, 2026 | $1.19 |
TSM (NDI-FutureTech) | Pay Day | Jan 8, 2026 | $0.84 |
Performance Metrics
Score 3.5/10
Beta
1.01
1.01
0
0.8
1.2
0
2
Sharpe Ratio
0.4
0.4
0
0.5
1
1.5
1.5
Sortino Ratio
0.62
0.62
0
1
2
3
3
Jensen's Alpha
-3.99
-3.99
-4
0
2
4.5
4.5
Omega Ratio
0.73
0.73
0
1
1.5
2.5
2.5
Treynor Ratio
0.68
0.68
0
0.75
1.25
2
2
Information Ratio
-0.33
-0.33
-1
0.3
0.6
1
1
Calmar Ratio
0.25
0.25
0
0.3
0.6
1
1
Beta
1.01
1.01
0
0.8
1.2
0
2
Sharpe Ratio
0.4
0.4
0
0.5
1
1.5
1.5
Sortino Ratio
0.62
0.62
0
1
2
3
3
Jensen's Alpha
-3.99
-3.99
-4
0
2
4.5
4.5
Omega Ratio
0.73
0.73
0
1
1.5
2.5
2.5
Treynor Ratio
0.68
0.68
0
0.75
1.25
2
2
Information Ratio
-0.33
-0.33
-1
0.3
0.6
1
1
Calmar Ratio
0.25
0.25
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
41.99
High:
WRBY
4,847.37WRBYLow:
ZS
-921.68ZSDetails
PEG Ratio
202.17
High:WRBY
4,755.09WRBYLow:
IONS
-140.63IONSDetails
Price/Book
14.62
High:
ALNY
262.2ALNYLow:
GH
-38.27GHDetails
Price/Sales
10.72
High:
QBTS
407.2QBTSLow:
PHIN
0.63PHINDetails
Price/CF
33.96
High:
MSTR
7,511.07MSTRLow:
LNTH
7.62LNTHDetails
Price/FCF
55.12
High:MSTR
1,187.5MSTRLow:
NU
8.22NUDetails
P/E Ratio
41.99
High:WRBY
4,847.37WRBYLow:ZS
-921.68ZSDetails
PEG Ratio
202.17
High:WRBY
4,755.09WRBYLow:IONS
-140.63IONSDetails
Price/Book
14.62
High:ALNY
262.2ALNYLow:GH
-38.27GHDetails
Price/Sales
10.72
High:QBTS
407.2QBTSLow:PHIN
0.63PHINDetails
Price/CF
33.96
High:MSTR
7,511.07MSTRLow:LNTH
7.62LNTHDetails
Price/FCF
55.12
High:MSTR
1,187.5MSTRLow:NU
8.22NUDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-36.9% | Nov 2021 | Sep 2024 | 34 |
-24.56% | Jan 2020 | Aug 2020 | 7 |
-9.93% | Feb 2025 | May 2025 | 3 |
-5.54% | Sep 2021 | Oct 2021 | 1 |
-5.15% | Feb 2021 | Jun 2021 | 4 |
-4.98% | Sep 2020 | Nov 2020 | 2 |
-4.16% | Sep 2019 | Nov 2019 | 2 |
-2.98% | Nov 2025 | - | 2 |
-1.63% | Dec 2024 | Jan 2025 | 1 |
-0.29% | Oct 2024 | Nov 2024 | 1 |