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-0.11%
This Month
+7.99%
Year To Date
+16.84%
2 Years
+17.98%
5 Years
+38.96%
10 Years
+4.07%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash37.55%
- 📊 ETFs27.22%
- 👥 Copy Trading17.22%
- 💻 Electronic Technology6.75%
- 🖥️ Technology Services5.02%
- 💼 Commercial Services3.58%
- 💰 Finance1.66%
- 🧬 Health Technology1.3%
- ⚡ Utilities1.03%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq22.64%
- 🇺🇸 NYSE18.3%
- 🇬🇧 LSE7.8%
- 🇫🇷 Euronext Paris2.16%
- 🇭🇰 Hong Kong Exchanges1.03%
- 🇩🇪 FRA0.91%
- 🇮🇹 Borsa Italiana0.69%
- 🌍 FX0.34%
- 🌍 CFD0.12%
- 🌍 Digital Currency0.06%
- 🌍 Commodity0.03%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States20.03%
- 🇫🇷 France1.95%
- 🇨🇳 China1.3%
- 🇩🇪 Germany0.91%
- 🇳🇱 Netherlands0.69%
- 🇨🇦 Canada0.44%
- 🇬🇧 United Kingdom0.44%
- 🇮🇱 Israel0.33%
- 🇨🇭 Switzerland0.21%
Dividends
Dividend Yield
0.48%
7 out of 13 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $PFE (6.65%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 STMPA.PA (aurelie0931) | Ex-Dividend | Dec 15, 2025 | $0.09 |
STMPA.PA (aurelie0931) | Pay Day | Dec 17, 2025 | $0.09 |
 0916.HK | Pay Day | Dec 30, 2025 | $0.01 |
Performance Metrics
Score 3.1/10
Beta
0.56
0.56
0
0.8
1.2
0
2
Sharpe Ratio
0.19
0.19
0
0.5
1
1.5
1.5
Sortino Ratio
0.27
0.27
0
1
2
3
3
Jensen's Alpha
-4.11
-4.11
-5
0
2
4.5
4.5
Omega Ratio
0.51
0.51
0
1
1.5
2.5
2.5
Treynor Ratio
0.32
0.32
0
0.75
1.25
2
2
Information Ratio
-0.92
-0.92
-1
0.3
0.6
1
1
Calmar Ratio
0.2
0.2
0
0.3
0.6
1
1
Beta
0.56
0.56
0
0.8
1.2
0
2
Sharpe Ratio
0.19
0.19
0
0.5
1
1.5
1.5
Sortino Ratio
0.27
0.27
0
1
2
3
3
Jensen's Alpha
-4.11
-4.11
-5
0
2
4.5
4.5
Omega Ratio
0.51
0.51
0
1
1.5
2.5
2.5
Treynor Ratio
0.32
0.32
0
0.75
1.25
2
2
Information Ratio
-0.92
-0.92
-1
0.3
0.6
1
1
Calmar Ratio
0.2
0.2
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
38.64
High:
O
53.95OLow:
SGMO
-1.02SGMODetails
PEG Ratio
367.77
High:O
2,957.46OLow:SGMO
-2.52SGMODetails
Price/Book
16.33
High:
NVDA
35.78NVDALow:
0916.HK
0.70916.HKDetails
Price/Sales
16.09
High:NVDA
22.9NVDALow:0916.HK
1.630916.HKDetails
Price/CF
37.68
High:NVDA
54.84NVDALow:0916.HK
2.760916.HKDetails
Price/FCF
62.93
High:
PFE
202.63PFELow:
PYPL
11.57PYPLDetails
P/E Ratio
38.64
High:O
53.95OLow:SGMO
-1.02SGMODetails
PEG Ratio
367.77
High:O
2,957.46OLow:SGMO
-2.52SGMODetails
Price/Book
16.33
High:NVDA
35.78NVDALow:0916.HK
0.70916.HKDetails
Price/Sales
16.09
High:NVDA
22.9NVDALow:0916.HK
1.630916.HKDetails
Price/CF
37.68
High:NVDA
54.84NVDALow:0916.HK
2.760916.HKDetails
Price/FCF
62.93
High:PFE
202.63PFELow:PYPL
11.57PYPLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-20.29% | Sep 2018 | May 2020 | 20 |
-10.04% | Jan 2022 | Jun 2024 | 29 |
-7.39% | Dec 2024 | Jun 2025 | 6 |
-5% | Sep 2017 | Jan 2018 | 4 |
-4% | Feb 2018 | Aug 2018 | 6 |
-1.82% | Nov 2025 | - | 2 |
-1.26% | Sep 2021 | Oct 2021 | 1 |
-0.78% | Oct 2024 | Nov 2024 | 1 |
-0.55% | Nov 2021 | Dec 2021 | 1 |
-0.42% | Jul 2021 | Aug 2021 | 1 |
-0.41% | Aug 2024 | Sep 2024 | 1 |
-0.39% | May 2021 | Jun 2021 | 1 |
-0.36% | Oct 2020 | Nov 2020 | 1 |
-0.24% | Jun 2020 | Jul 2020 | 1 |
-0.18% | Jan 2021 | Feb 2021 | 1 |