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+0.4%
This Month
+4.1%
Year To Date
+34.54%
2 Years
+131.38%
5 Years
+131.38%
10 Years
+21.82%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs32.4%
- 👥 Copy Trading24.01%
- 🪙 Cryptocurrencies21.61%
- 💇♀️ Consumer Services12.14%
- 💰 Finance5.92%
- 🧬 Health Technology2.26%
- ⚡ Utilities0.63%
- 🖥️ Technology Services0.46%
- 💻 Electronic Technology0.27%
- 🚗 Consumer Durables0.26%
- 🍞 Consumer Non Durables0.04%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE35.82%
- 🌍 Digital Currency25.54%
- 🇺🇸 Nasdaq19.85%
- 🇩🇪 Xetra ETFs18.29%
- 🇬🇧 LSE0.22%
- 🇳🇱 Euronext Amsterdam0.04%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States38.92%
- 🇨🇳 China0.7%
- 🇬🇧 United Kingdom0.59%
- 🇮🇪 Ireland0.52%
- 🇨🇦 Canada0.33%
- 🇳🇱 Netherlands0.31%
- 🇹🇼 Taiwan0.29%
- 🇰🇾 Cayman Islands0.03%
- 🇸🇬 Singapore0.03%
- 🇮🇱 Israel0%
Dividends
Dividend Yield
0.83%
13 out of 29 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $PFE (6.65%)
Dividend Yield Breakdown
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 LMT (DividendGrowth) | Pay Day | Dec 30, 2025 | $3.45 |
 TSM (BigTech) | Pay Day | Jan 8, 2026 | $0.84 |
Performance Metrics
Score 6.5/10
Beta
1.16
1.16
0
0.8
1.2
0
2
Sharpe Ratio
0.59
0.59
0
0.5
1
1.5
1.5
Sortino Ratio
1.38
1.38
0
1
2
3
3
Jensen's Alpha
5.71
5.71
-2
0
2
6
6
Omega Ratio
1.42
1.42
0
1
1.5
2.5
2.5
Treynor Ratio
1.32
1.32
0
0.75
1.25
2
2
Information Ratio
0.29
0.29
0
0.3
0.6
1
1
Calmar Ratio
0.67
0.67
0
0.3
0.6
1
1
Beta
1.16
1.16
0
0.8
1.2
0
2
Sharpe Ratio
0.59
0.59
0
0.5
1
1.5
1.5
Sortino Ratio
1.38
1.38
0
1
2
3
3
Jensen's Alpha
5.71
5.71
-2
0
2
6
6
Omega Ratio
1.42
1.42
0
1
1.5
2.5
2.5
Treynor Ratio
1.32
1.32
0
0.75
1.25
2
2
Information Ratio
0.29
0.29
0
0.3
0.6
1
1
Calmar Ratio
0.67
0.67
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
22.23
High:
WBD
159.81WBDLow:
CCI
-11.95CCIDetails
PEG Ratio
442.5
High:
O
2,957.46OLow:
NIO
-136.88NIODetails
Price/Book
5.25
High:NIO
21.9NIOLow:CCI
-26.5CCIDetails
Price/Sales
5.14
High:O
9.41OLow:NIO
1.21NIODetails
Price/CF
15.65
High:
MPW
20.68MPWLow:WBD
9.26WBDDetails
Price/FCF
66.02
High:
PEP
5,253.35PEPLow:WBD
11.71WBDDetails
P/E Ratio
22.23
High:WBD
159.81WBDLow:CCI
-11.95CCIDetails
PEG Ratio
442.5
High:O
2,957.46OLow:NIO
-136.88NIODetails
Price/Book
5.25
High:NIO
21.9NIOLow:CCI
-26.5CCIDetails
Price/Sales
5.14
High:O
9.41OLow:NIO
1.21NIODetails
Price/CF
15.65
High:MPW
20.68MPWLow:WBD
9.26WBDDetails
Price/FCF
66.02
High:PEP
5,253.35PEPLow:WBD
11.71WBDDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-28.02% | Sep 2021 | Mar 2024 | 30 |
-13.26% | May 2021 | Aug 2021 | 3 |
-11.61% | Dec 2024 | Jul 2025 | 7 |
-10.6% | Oct 2025 | - | 3 |
-3.84% | Apr 2024 | May 2024 | 1 |
-3.26% | Mar 2021 | Apr 2021 | 1 |