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-3.15%
This Month
+10.3%
Year To Date
+38.55%
2 Years
+36.6%
5 Years
+216.91%
10 Years
+10.15%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology45.18%
- 👥 Copy Trading18.39%
- 🖥️ Technology Services14.37%
- 🧬 Health Technology10.26%
- 🛍️ Retail Trade9.69%
- 💇♀️ Consumer Services1.49%
- 💵 Cash1.14%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq77.89%
- 🇺🇸 NYSE18.3%
- 🇩🇪 FRA1.16%
- 🇪🇸 Bolsa De Madrid0.93%
- 🇬🇧 LSE0.53%
- 🇫🇷 Euronext Paris0.47%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States94.82%
- 🇩🇪 Germany1.16%
- 🇮🇱 Israel1.11%
- 🇪🇸 Spain0.93%
- 🇬🇧 United Kingdom0.53%
- 🇫🇷 France0.47%
- 🇨🇳 China0.26%
Dividends
Dividend Yield
0.66%
4 out of 6 instruments pay dividend.
7 dividend payments in the next 30 days.
Highest Dividend: $MRK (2.78%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 MRK | 0.28% | 2.78% | $3.04 |
 RenewableEnergy | 0.2% | 1.1% | - |
 AAPL | 0.15% | 0.34% | $0.97 |
 DIS | 0.02% | 1.51% | $0.75 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 SO (RenewableEnergy) | Pay Day | Jun 8, 2026 | $0.76 |
 PEG (RenewableEnergy) | Ex-Dividend | Jun 9, 2026 | $0.67 |
 AEP (RenewableEnergy) | Pay Day | Jun 10, 2026 | $0.95 |
MRK | Ex-Dividend | Jun 15, 2026 | $0.85 |
 EXC (RenewableEnergy) | Pay Day | Jun 15, 2026 | $0.42 |
 NEE (RenewableEnergy) | Pay Day | Jun 15, 2026 | $0.62 |
 DUK (RenewableEnergy) | Pay Day | Jun 16, 2026 | $1.06 |
 GEV (RenewableEnergy) | Ex-Dividend | Jun 16, 2026 | $0.50 |
 VST (RenewableEnergy) | Ex-Dividend | Jun 22, 2026 | $0.23 |
DIS | Ex-Dividend | Jun 30, 2026 | $0.75 |
PEG (RenewableEnergy) | Pay Day | Jun 30, 2026 | $0.67 |
VST (RenewableEnergy) | Pay Day | Jun 30, 2026 | $0.23 |
MRK | Pay Day | Jul 8, 2026 | $0.85 |
GEV (RenewableEnergy) | Pay Day | Jul 14, 2026 | $0.50 |
DIS | Pay Day | Jul 22, 2026 | $0.75 |
 SSE.L (RenewableEnergy) | Ex-Dividend | Jul 23, 2026 | $0.63 |
SSE.L (RenewableEnergy) | Pay Day | Sep 17, 2026 | $0.63 |
Performance Metrics
Score 5.3/10
Beta
0.84
0.84
0
0.8
1.2
0
2
Sharpe Ratio
0.57
0.57
0
0.5
1
1.5
1.5
Sortino Ratio
0.97
0.97
0
1
2
3
3
Jensen's Alpha
1
1
-2
0
2
4.5
4.5
Omega Ratio
0.96
0.96
0
1
1.5
2.5
2.5
Treynor Ratio
1.08
1.08
0
0.75
1.25
2
2
Information Ratio
-0.06
-0.06
-1
0.3
0.6
1
1
Calmar Ratio
0.39
0.39
0
0.3
0.6
1
1
Beta
0.84
0.84
0
0.8
1.2
0
2
Sharpe Ratio
0.57
0.57
0
0.5
1
1.5
1.5
Sortino Ratio
0.97
0.97
0
1
2
3
3
Jensen's Alpha
1
1
-2
0
2
4.5
4.5
Omega Ratio
0.96
0.96
0
1
1.5
2.5
2.5
Treynor Ratio
1.08
1.08
0
0.75
1.25
2
2
Information Ratio
-0.06
-0.06
-1
0.3
0.6
1
1
Calmar Ratio
0.39
0.39
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
36.27
High:AAPL
37.65AAPLLow:DIS
15.89DISDetails
PEG Ratio
107.74
High:AAPL
130.22AAPLLow:
NFLX
57.37NFLXDetails
Price/Book
23.69
High:AAPL
42.87AAPLLow:DIS
1.59DISDetails
Price/Sales
8.33
High:AAPL
10.15AAPLLow:DIS
1.81DISDetails
Price/CF
24.13
High:NFLX
32.67NFLXLow:DIS
10.37DISDetails
Price/FCF
36.03
High:
AMZN
325.85AMZNLow:AAPL
32.24AAPLDetails
P/E Ratio
36.27
High:AAPL
37.65AAPLLow:DIS
15.89DISDetails
PEG Ratio
107.74
High:AAPL
130.22AAPLLow:NFLX
57.37NFLXDetails
Price/Book
23.69
High:AAPL
42.87AAPLLow:DIS
1.59DISDetails
Price/Sales
8.33
High:AAPL
10.15AAPLLow:DIS
1.81DISDetails
Price/CF
24.13
High:NFLX
32.67NFLXLow:DIS
10.37DISDetails
Price/FCF
36.03
High:AMZN
325.85AMZNLow:AAPL
32.24AAPLDetails
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 |
-3.15% | Jun 2026 | - | 1 |
-1.59% | Jul 2025 | Aug 2025 | 1 |