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+5.18%
This Month
+4.49%
Year To Date
+38.3%
2 Years
+27.52%
5 Years
+187.77%
10 Years
+9.82%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology41.93%
- 🖥️ Technology Services18.07%
- 👥 Copy Trading16.01%
- 🧬 Health Technology11.4%
- 🛍️ Retail Trade10.25%
- 💇♀️ Consumer Services1.69%
- 💵 Cash1.08%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq77.03%
- 🇺🇸 NYSE19.1%
- 🇩🇪 FRA1.24%
- 🇪🇸 Bolsa De Madrid0.89%
- 🇬🇧 LSE0.57%
- 🇫🇷 Euronext Paris0.48%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States95.06%
- 🇩🇪 Germany1.24%
- 🇪🇸 Spain0.89%
- 🇮🇱 Israel0.72%
- 🇬🇧 United Kingdom0.57%
- 🇫🇷 France0.48%
- 🇨🇳 China0.36%
Dividends
Dividend Yield
0.71%
4 out of 6 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $MRK (2.84%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 MRK | 0.32% | 2.84% | $3.04 |
 RenewableEnergy | 0.2% | 1.24% | - |
 AAPL | 0.16% | 0.38% | $0.97 |
 DIS | 0.02% | 1.41% | $0.75 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 LNT (RenewableEnergy) | Ex-Dividend | Apr 30, 2026 | $0.54 |
 ETR (RenewableEnergy) | Ex-Dividend | May 1, 2026 | $0.64 |
LNT (RenewableEnergy) | Pay Day | May 15, 2026 | $0.54 |
 IBE.MC (RenewableEnergy) | Ex-Dividend | May 28, 2026 | $0.01 |
IBE.MC (RenewableEnergy) | Pay Day | Jun 1, 2026 | $0.01 |
ETR (RenewableEnergy) | Pay Day | Jun 1, 2026 | $0.64 |
DIS | Ex-Dividend | Jun 30, 2026 | $0.75 |
DIS | Pay Day | Jul 22, 2026 | $0.75 |
Performance Metrics
Score 5/10
Beta
0.85
0.85
0
0.8
1.2
0
2
Sharpe Ratio
0.51
0.51
0
0.5
1
1.5
1.5
Sortino Ratio
0.87
0.87
0
1
2
3
3
Jensen's Alpha
0.55
0.55
-2
0
2
4.5
4.5
Omega Ratio
0.95
0.95
0
1
1.5
2.5
2.5
Treynor Ratio
0.95
0.95
0
0.75
1.25
2
2
Information Ratio
-0.07
-0.07
-1
0.3
0.6
1
1
Calmar Ratio
0.35
0.35
0
0.3
0.6
1
1
Beta
0.85
0.85
0
0.8
1.2
0
2
Sharpe Ratio
0.51
0.51
0
0.5
1
1.5
1.5
Sortino Ratio
0.87
0.87
0
1
2
3
3
Jensen's Alpha
0.55
0.55
-2
0
2
4.5
4.5
Omega Ratio
0.95
0.95
0
1
1.5
2.5
2.5
Treynor Ratio
0.95
0.95
0
0.75
1.25
2
2
Information Ratio
-0.07
-0.07
-1
0.3
0.6
1
1
Calmar Ratio
0.35
0.35
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
33.44
High:
AMZN
34.62AMZNLow:DIS
15.66DISDetails
PEG Ratio
124.58
High:MRK
204.02MRKLow:DIS
13.01DISDetails
Price/Book
22.09
High:AAPL
45.05AAPLLow:DIS
1.74DISDetails
Price/Sales
7.54
High:AAPL
9.19AAPLLow:DIS
1.99DISDetails
Price/CF
27.12
High:
NFLX
32.67NFLXLow:DIS
13.03DISDetails
Price/FCF
42.77
High:AMZN
325.85AMZNLow:NFLX
34.75NFLXDetails
P/E Ratio
33.44
High:AMZN
34.62AMZNLow:DIS
15.66DISDetails
PEG Ratio
124.58
High:MRK
204.02MRKLow:DIS
13.01DISDetails
Price/Book
22.09
High:AAPL
45.05AAPLLow:DIS
1.74DISDetails
Price/Sales
7.54
High:AAPL
9.19AAPLLow:DIS
1.99DISDetails
Price/CF
27.12
High:NFLX
32.67NFLXLow:DIS
13.03DISDetails
Price/FCF
42.77
High:AMZN
325.85AMZNLow:NFLX
34.75NFLXDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-30.61% | Nov 2021 | Nov 2024 | 36 |
-28.62% | Dec 2015 | Jul 2019 | 43 |
-15.8% | Feb 2020 | Aug 2020 | 6 |
-12.78% | Jun 2014 | Jul 2015 | 13 |
-7.99% | Feb 2025 | Jun 2025 | 4 |
-6.93% | Dec 2013 | May 2014 | 5 |
-6.17% | May 2021 | Aug 2021 | 3 |
-6.03% | Aug 2015 | Oct 2015 | 2 |
-6% | Aug 2019 | Nov 2019 | 3 |
-5.48% | Dec 2025 | Apr 2026 | 4 |
-3.63% | Sep 2021 | Oct 2021 | 1 |
-3.42% | Sep 2020 | Nov 2020 | 2 |
-1.59% | Jul 2025 | Aug 2025 | 1 |