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+0.07%
Today
+1.93%
This Month
+2.49%
Year To Date
+2.49%
2 Years
+2.49%
5 Years
+10.34%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading28.82%
- 📊 ETFs20.8%
- 💵 Cash19.48%
- 🪙 Cryptocurrencies8.23%
- 🖥️ Technology Services5.58%
- 💻 Electronic Technology4.02%
- 💼 Commercial Services2.41%
- 🍞 Consumer Non Durables2.02%
- 🧪 Process Industries1.67%
- 💰 Finance1.18%
- ❓ Other1.15%
- 🚗 Consumer Durables1.08%
- 🛍️ Retail Trade1.06%
- 🧬 Health Technology0.86%
- 🚚 Transportation0.62%
- 📡 Communications0.42%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE33.93%
- 🇺🇸 Nasdaq21.36%
- 🌍 Digital Currency8.23%
- 🇬🇧 LSE3.79%
- Abu Dhabi1.15%
- 🇩🇪 FRA0.21%
- 🇳🇱 Euronext Amsterdam0.16%
- 🇧🇪 Euronext Brussels0.15%
- 🇪🇸 Bolsa De Madrid0.05%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States27.17%
- 🇬🇧 United Kingdom3.73%
- 🇨🇳 China3.68%
- 🇨🇱 Chile0.62%
- 🇸🇬 Singapore0.54%
- 🇰🇾 Cayman Islands0.35%
- 🇳🇱 Netherlands0.29%
- 🇮🇪 Ireland0.27%
- 🇧🇷 Brazil0.23%
- 🇹🇼 Taiwan0.21%
- 🇪🇸 Spain0.21%
- 🇩🇪 Germany0.21%
- 🇧🇪 Belgium0.15%
Dividends
Dividend Yield
1.1%
21 out of 32 instruments pay dividend.
5 dividend payments in the next 30 days.
Highest Dividend: $JEPI (8.22%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 mick_repo | 0.31% | 5.77% | - |
 JEPI | 0.16% | 8.22% | - |
 Michalhla | 0.07% | 1.21% | - |
 O | 0.07% | 5.5% | $3.09 |
 KSA | 0.06% | 3.7% | - |
 KO | 0.06% | 2.91% | $1.89 |
 VGK | 0.05% | 2.96% | - |
 SCHD | 0.05% | 3.87% | - |
 BNDX | 0.04% | 4.29% | - |
 EWL | 0.04% | 1.87% | - |
 XLE | 0.03% | 3.37% | - |
 saifsyn | 0.03% | 0.17% | - |
 SQM | 0.03% | 4.14% | $1.36 |
 CC | 0.03% | 5.91% | $1 |
 ZTO | 0.02% | 3.35% | - |
 T | 0.02% | 3.96% | $1.11 |
 ALB | 0.01% | 1.93% | $1.6 |
 MSFT | 0.01% | 0.65% | $3 |
 LLY | 0.01% | 0.71% | $4.86 |
 META | 0.01% | 0.29% | $1 |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 ASML (Michalhla) | Ex-Dividend | Jul 29, 2025 | $1.86 |
T | Pay Day | Aug 1, 2025 | $0.28 |
O | Ex-Dividend | Aug 1, 2025 | $0.27 |
 WKP.L (mick_repo) | Pay Day | Aug 1, 2025 | $0.26 |
ASML (Michalhla) | Pay Day | Aug 6, 2025 | $1.86 |
LLY | Ex-Dividend | Aug 15, 2025 | $1.50 |
O | Pay Day | Aug 15, 2025 | $0.27 |
 CL (Michalhla) | Pay Day | Aug 15, 2025 | $0.52 |
MSFT | Ex-Dividend | Aug 21, 2025 | $0.83 |
 WWD (Michalhla) | Ex-Dividend | Aug 21, 2025 | $0.28 |
WWD (Michalhla) | Pay Day | Sep 4, 2025 | $0.28 |
 PEP (mick_repo) | Ex-Dividend | Sep 5, 2025 | $1.42 |
 GOOG (saifsyn) | Ex-Dividend | Sep 8, 2025 | $0.21 |
LLY | Pay Day | Sep 10, 2025 | $1.50 |
MSFT | Pay Day | Sep 11, 2025 | $0.83 |
ALB | Ex-Dividend | Sep 12, 2025 | $0.40 |
KO | Ex-Dividend | Sep 15, 2025 | $0.51 |
GOOG (saifsyn) | Pay Day | Sep 15, 2025 | $0.21 |
 TSM (Michalhla) | Ex-Dividend | Sep 16, 2025 | $0.82 |
PEP (mick_repo) | Pay Day | Sep 30, 2025 | $1.42 |
KO | Pay Day | Oct 1, 2025 | $0.51 |
ALB | Pay Day | Oct 1, 2025 | $0.40 |
TSM (Michalhla) | Pay Day | Oct 9, 2025 | $0.82 |
 ITV.L (mick_repo) | Ex-Dividend | Oct 16, 2025 | $0.02 |
ITV.L (mick_repo) | Pay Day | Nov 25, 2025 | $0.02 |
Performance Metrics
Score 4/10
Beta
-1.46
-1.46
-2
0.8
1.2
-2
2
Sharpe Ratio
-0.44
-0.44
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.75
-0.75
-1
1
2
3
3
Jensen's Alpha
127.43
127.43
-2
0
2
128
128
Omega Ratio
0.09
0.09
0
1
1.5
2.5
2.5
Treynor Ratio
0.05
0.05
0
0.75
1.25
2
2
Information Ratio
-18.29
-18.29
-19
0.3
0.6
1
1
Calmar Ratio
10
10
0
0.3
0.6
10
10
Beta
-1.46
-1.46
-2
0.8
1.2
-2
2
Sharpe Ratio
-0.44
-0.44
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.75
-0.75
-1
1
2
3
3
Jensen's Alpha
127.43
127.43
-2
0
2
128
128
Omega Ratio
0.09
0.09
0
1
1.5
2.5
2.5
Treynor Ratio
0.05
0.05
0
0.75
1.25
2
2
Information Ratio
-18.29
-18.29
-19
0.3
0.6
1
1
Calmar Ratio
10
10
0
0.3
0.6
10
10
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
44.95
High:
TSLA
183.03TSLALow:
ALB
-7.53ALBDetails
PEG Ratio
291.9
High:
O
2,026.07OLow:
CAN
-1.55CANDetails
Price/Book
16.69
High:
NVDA
50.47NVDALow:CAN
0.86CANDetails
Price/Sales
13.19
High:NVDA
28.75NVDALow:
CC
0.37CCDetails
Price/CF
26.48
High:
KO
233.26KOLow:
T
5.1TDetails
Price/FCF
46.96
High:
LLY
631.92LLYLow:T
18.3TDetails
P/E Ratio
44.95
High:TSLA
183.03TSLALow:ALB
-7.53ALBDetails
PEG Ratio
291.9
High:O
2,026.07OLow:CAN
-1.55CANDetails
Price/Book
16.69
High:NVDA
50.47NVDALow:CAN
0.86CANDetails
Price/Sales
13.19
High:NVDA
28.75NVDALow:CC
0.37CCDetails
Price/CF
26.48
High:KO
233.26KOLow:T
5.1TDetails
Price/FCF
46.96
High:LLY
631.92LLYLow:T
18.3TDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|