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-1.95%
This Month
-0.19%
Year To Date
+28.89%
2 Years
+22.18%
5 Years
+183.3%
10 Years
+9.48%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology41.98%
- 🖥️ Technology Services19.33%
- 👥 Copy Trading15.58%
- 🧬 Health Technology11.65%
- 🛍️ Retail Trade9.16%
- 💇♀️ Consumer Services1.69%
- 💵 Cash0.96%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq77.02%
- 🇺🇸 NYSE19.3%
- 🇩🇪 FRA1.12%
- 🇪🇸 Bolsa De Madrid0.86%
- 🇬🇧 LSE0.58%
- 🇫🇷 Euronext Paris0.48%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States95.28%
- 🇩🇪 Germany1.12%
- 🇪🇸 Spain0.86%
- 🇮🇱 Israel0.67%
- 🇬🇧 United Kingdom0.58%
- 🇫🇷 France0.48%
- 🇨🇳 China0.36%
Dividends
Dividend Yield
0.73%
4 out of 6 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $MRK (2.81%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 MRK | 0.33% | 2.81% | $3.04 |
 RenewableEnergy | 0.21% | 1.34% | - |
 AAPL | 0.17% | 0.4% | $0.97 |
 DIS | 0.02% | 1.46% | $0.75 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 5.1/10
Beta
0.86
0.86
0
0.8
1.2
0
2
Sharpe Ratio
0.54
0.54
0
0.5
1
1.5
1.5
Sortino Ratio
0.92
0.92
0
1
2
3
3
Jensen's Alpha
0.6
0.6
-2
0
2
4.5
4.5
Omega Ratio
0.95
0.95
0
1
1.5
2.5
2.5
Treynor Ratio
1
1
0
0.75
1.25
2
2
Information Ratio
-0.07
-0.07
-1
0.3
0.6
1
1
Calmar Ratio
0.37
0.37
0
0.3
0.6
1
1
Beta
0.86
0.86
0
0.8
1.2
0
2
Sharpe Ratio
0.54
0.54
0
0.5
1
1.5
1.5
Sortino Ratio
0.92
0.92
0
1
2
3
3
Jensen's Alpha
0.6
0.6
-2
0
2
4.5
4.5
Omega Ratio
0.95
0.95
0
1
1.5
2.5
2.5
Treynor Ratio
1
1
0
0.75
1.25
2
2
Information Ratio
-0.07
-0.07
-1
0.3
0.6
1
1
Calmar Ratio
0.37
0.37
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
32.42
High:
NFLX
39.04NFLXLow:DIS
15.18DISDetails
PEG Ratio
138.63
High:MRK
209.47MRKLow:DIS
12.61DISDetails
Price/Book
22.22
High:AAPL
43.77AAPLLow:DIS
1.69DISDetails
Price/Sales
7.39
High:NFLX
9.41NFLXLow:DIS
1.93DISDetails
Price/CF
27.68
High:NFLX
39.88NFLXLow:DIS
13.03DISDetails
Price/FCF
42.14
High:
AMZN
325.85AMZNLow:AAPL
37.55AAPLDetails
P/E Ratio
32.42
High:NFLX
39.04NFLXLow:DIS
15.18DISDetails
PEG Ratio
138.63
High:MRK
209.47MRKLow:DIS
12.61DISDetails
Price/Book
22.22
High:AAPL
43.77AAPLLow:DIS
1.69DISDetails
Price/Sales
7.39
High:NFLX
9.41NFLXLow:DIS
1.93DISDetails
Price/CF
27.68
High:NFLX
39.88NFLXLow:DIS
13.03DISDetails
Price/FCF
42.14
High:AMZN
325.85AMZNLow:AAPL
37.55AAPLDetails
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 | - | 4 |
-3.63% | Sep 2021 | Oct 2021 | 1 |
-3.42% | Sep 2020 | Nov 2020 | 2 |
-1.59% | Jul 2025 | Aug 2025 | 1 |