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-0.11%
This Month
+5.31%
Year To Date
+19.34%
2 Years
+22.14%
5 Years
+35.51%
10 Years
+3.87%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash35.57%
- 📊 ETFs26.37%
- 👥 Copy Trading14.17%
- 💻 Electronic Technology8.74%
- 🖥️ Technology Services5.32%
- 💼 Commercial Services4.07%
- 💰 Finance1.75%
- 🧬 Health Technology1.31%
- ⚡ Utilities1.14%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq25.72%
- 🇺🇸 NYSE17.96%
- 🇬🇧 LSE7.61%
- 🇫🇷 Euronext Paris2.78%
- 🇭🇰 Hong Kong Exchanges1.14%
- 🇩🇪 FRA0.82%
- 🇮🇹 Borsa Italiana0.47%
- 🌍 FX0.3%
- 🌍 Digital Currency0.24%
- 🌍 CFD0.13%
- 🌍 Commodity0.04%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States23.63%
- 🇫🇷 France2.59%
- 🇨🇳 China1.5%
- 🇩🇪 Germany0.82%
- 🇳🇱 Netherlands0.47%
- 🇮🇱 Israel0.33%
- 🇨🇦 Canada0.25%
- 🇨🇭 Switzerland0.19%
- 🇰🇷 South Korea0.12%
- 🇬🇧 United Kingdom0.12%
Dividends
Dividend Yield
0.76%
11 out of 14 instruments pay dividend.
10 dividend payments in the next 30 days.
Highest Dividend: $PFE (6.92%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 GOOG (aurelie0931) | Ex-Dividend | Sep 8, 2025 | $0.21 |
 JNJ (aurelie0931) | Pay Day | Sep 9, 2025 | $1.30 |
 MSFT | Pay Day | Sep 11, 2025 | $0.83 |
 NVDA | Ex-Dividend | Sep 11, 2025 | $0.01 |
NVDA (aurelie0931) | Ex-Dividend | Sep 11, 2025 | $0.01 |
 O | Pay Day | Sep 15, 2025 | $0.27 |
GOOG (aurelie0931) | Pay Day | Sep 15, 2025 | $0.21 |
 MRK (aurelie0931) | Ex-Dividend | Sep 15, 2025 | $0.81 |
 AVGO (aurelie0931) | Ex-Dividend | Sep 22, 2025 | $0.59 |
 STMPA.PA (aurelie0931) | Ex-Dividend | Sep 22, 2025 | $0.09 |
STMPA.PA (aurelie0931) | Pay Day | Sep 24, 2025 | $0.09 |
 RIO (aurelie0931) | Pay Day | Sep 25, 2025 | $1.48 |
 MDLZ (aurelie0931) | Ex-Dividend | Sep 30, 2025 | $0.50 |
AVGO (aurelie0931) | Pay Day | Sep 30, 2025 | $0.59 |
 NKE (aurelie0931) | Pay Day | Oct 1, 2025 | $0.40 |
NVDA | Pay Day | Oct 2, 2025 | $0.01 |
NVDA (aurelie0931) | Pay Day | Oct 2, 2025 | $0.01 |
MRK (aurelie0931) | Pay Day | Oct 7, 2025 | $0.81 |
MDLZ (aurelie0931) | Pay Day | Oct 14, 2025 | $0.50 |
 MC.PA (aurelie0931) | Ex-Dividend | Dec 2, 2025 | $6.47 |
MC.PA (aurelie0931) | Pay Day | Dec 4, 2025 | $6.47 |
Performance Metrics
Score 3.1/10
Beta
0.56
0.56
0
0.8
1.2
0
2
Sharpe Ratio
0.18
0.18
0
0.5
1
1.5
1.5
Sortino Ratio
0.25
0.25
0
1
2
3
3
Jensen's Alpha
-4.06
-4.06
-5
0
2
4.5
4.5
Omega Ratio
0.52
0.52
0
1
1.5
2.5
2.5
Treynor Ratio
0.31
0.31
0
0.75
1.25
2
2
Information Ratio
-0.89
-0.89
-1
0.3
0.6
1
1
Calmar Ratio
0.19
0.19
0
0.3
0.6
1
1
Beta
0.56
0.56
0
0.8
1.2
0
2
Sharpe Ratio
0.18
0.18
0
0.5
1
1.5
1.5
Sortino Ratio
0.25
0.25
0
1
2
3
3
Jensen's Alpha
-4.06
-4.06
-5
0
2
4.5
4.5
Omega Ratio
0.52
0.52
0
1
1.5
2.5
2.5
Treynor Ratio
0.31
0.31
0
0.75
1.25
2
2
Information Ratio
-0.89
-0.89
-1
0.3
0.6
1
1
Calmar Ratio
0.19
0.19
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
41.49
High:
O
56.86OLow:
SGMO
-1.87SGMODetails
PEG Ratio
2,673.01
High:
AAPL
24,779.06AAPLLow:SGMO
-2.35SGMODetails
Price/Book
19.31
High:AAPL
54.11AAPLLow:
0916.HK
0.750916.HKDetails
Price/Sales
15.27
High:
NVDA
25.49NVDALow:SGMO
1.67SGMODetails
Price/CF
35.81
High:NVDA
55.25NVDALow:0916.HK
3.240916.HKDetails
Price/FCF
58.96
High:
MSFT
78.08MSFTLow:0916.HK
11.890916.HKDetails
P/E Ratio
41.49
High:O
56.86OLow:SGMO
-1.87SGMODetails
PEG Ratio
2,673.01
High:AAPL
24,779.06AAPLLow:SGMO
-2.35SGMODetails
Price/Book
19.31
High:AAPL
54.11AAPLLow:0916.HK
0.750916.HKDetails
Price/Sales
15.27
High:NVDA
25.49NVDALow:SGMO
1.67SGMODetails
Price/CF
35.81
High:NVDA
55.25NVDALow:0916.HK
3.240916.HKDetails
Price/FCF
58.96
High:MSFT
78.08MSFTLow:0916.HK
11.890916.HKDetails
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 |
-1.26% | 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 |
-0.11% | Sep 2025 | - | 1 |