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-0.03%
Today
+1.79%
This Month
+4.66%
Year To Date
+15.04%
2 Years
+24.26%
5 Years
+3.87%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash35.54%
- 📊 ETFs25.61%
- 👥 Copy Trading14.31%
- 💻 Electronic Technology8.71%
- 🖥️ Technology Services5.52%
- 💼 Commercial Services4.47%
- 💰 Finance1.68%
- 🧬 Health Technology1.28%
- ⚡ Utilities1.14%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq26.53%
- 🇺🇸 NYSE17.4%
- 🇬🇧 LSE7.45%
- 🇫🇷 Euronext Paris3.01%
- 🇭🇰 Hong Kong Exchanges1.14%
- 🇩🇪 FRA0.77%
- 🇮🇹 Borsa Italiana0.5%
- 🌍 Digital Currency0.47%
- 🌍 FX0.31%
- 🇺🇸 Chicago Board Options Exchange0.27%
- 🌍 CFD0.07%
- 🌍 Commodity0.06%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States24.49%
- 🇫🇷 France2.77%
- 🇨🇳 China1.48%
- 🇩🇪 Germany0.77%
- 🇳🇱 Netherlands0.74%
- 🇨🇦 Canada0.3%
- 🇮🇱 Israel0.26%
- 🇬🇧 United Kingdom0.12%
- 🇰🇷 South Korea0.11%
Dividends
Dividend Yield
0.78%
11 out of 14 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $PFE (7.05%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 RI.PA (aurelie0931) | Ex-Dividend | Jul 23, 2025 | $2.67 |
 PFE | Ex-Dividend | Jul 25, 2025 | $0.43 |
RI.PA (aurelie0931) | Pay Day | Jul 25, 2025 | $2.67 |
 O | Ex-Dividend | Aug 1, 2025 | $0.27 |
 0916.HK | Pay Day | Aug 15, 2025 | $0.03 |
O | Pay Day | Aug 15, 2025 | $0.27 |
 MSFT | Ex-Dividend | Aug 21, 2025 | $0.83 |
 JNJ (aurelie0931) | Ex-Dividend | Aug 26, 2025 | $1.30 |
PFE | Pay Day | Sep 2, 2025 | $0.43 |
JNJ (aurelie0931) | Pay Day | Sep 9, 2025 | $1.30 |
MSFT | Pay Day | Sep 11, 2025 | $0.83 |
 STMPA.PA (aurelie0931) | Ex-Dividend | Sep 22, 2025 | $0.09 |
STMPA.PA (aurelie0931) | Pay Day | Sep 24, 2025 | $0.09 |
 CQQQ (aurelie0931) | Pay Day | Dec 27, 2025 | $0.00 |
Performance Metrics
Score 3.1/10
Beta
0.56
0.56
0
0.8
1.2
0
2
Sharpe Ratio
0.16
0.16
0
0.5
1
1.5
1.5
Sortino Ratio
0.22
0.22
0
1
2
3
3
Jensen's Alpha
-4.03
-4.03
-5
0
2
4.5
4.5
Omega Ratio
0.53
0.53
0
1
1.5
2.5
2.5
Treynor Ratio
0.28
0.28
0
0.75
1.25
2
2
Information Ratio
-0.86
-0.86
-1
0.3
0.6
1
1
Calmar Ratio
0.18
0.18
0
0.3
0.6
1
1
Beta
0.56
0.56
0
0.8
1.2
0
2
Sharpe Ratio
0.16
0.16
0
0.5
1
1.5
1.5
Sortino Ratio
0.22
0.22
0
1
2
3
3
Jensen's Alpha
-4.03
-4.03
-5
0
2
4.5
4.5
Omega Ratio
0.53
0.53
0
1
1.5
2.5
2.5
Treynor Ratio
0.28
0.28
0
0.75
1.25
2
2
Information Ratio
-0.86
-0.86
-1
0.3
0.6
1
1
Calmar Ratio
0.18
0.18
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
44.48
High:
NVDA
55.2NVDALow:
SGMO
-1.29SGMODetails
PEG Ratio
311.44
High:
O
1,973.24OLow:SGMO
-1.62SGMODetails
Price/Book
20.42
High:NVDA
49.85NVDALow:
0916.HK
0.730916.HKDetails
Price/Sales
16.17
High:NVDA
28.4NVDALow:0916.HK
1.560916.HKDetails
Price/CF
27.6
High:NVDA
35.87NVDALow:0916.HK
2.940916.HKDetails
Price/FCF
44.1
High:
PFE
87.67PFELow:
PYPL
10.92PYPLDetails
P/E Ratio
44.48
High:NVDA
55.2NVDALow:SGMO
-1.29SGMODetails
PEG Ratio
311.44
High:O
1,973.24OLow:SGMO
-1.62SGMODetails
Price/Book
20.42
High:NVDA
49.85NVDALow:0916.HK
0.730916.HKDetails
Price/Sales
16.17
High:NVDA
28.4NVDALow:0916.HK
1.560916.HKDetails
Price/CF
27.6
High:NVDA
35.87NVDALow:0916.HK
2.940916.HKDetails
Price/FCF
44.1
High:PFE
87.67PFELow:PYPL
10.92PYPLDetails
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 |