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+0%
Today
-3.97%
This Month
-9.18%
Year To Date
+2.51%
2 Years
+16.5%
5 Years
+2.08%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash35.69%
- 📊 ETFs24.61%
- 👥 Copy Trading13.36%
- 💻 Electronic Technology6.68%
- 🖥️ Technology Services4.59%
- 💼 Commercial Services4.21%
- 💰 Finance2%
- 🧬 Health Technology1.44%
- ⚡ Utilities1.08%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq23.57%
- 🇺🇸 NYSE17.03%
- 🇬🇧 LSE7.38%
- 🇫🇷 Euronext Paris2.77%
- 🌍 CFD1.52%
- 🇭🇰 Hong Kong Exchanges1.08%
- 🇩🇪 FRA0.84%
- 🇮🇹 Borsa Italiana0.39%
- 🌍 FX0.28%
- 🇺🇸 Chicago Board Options Exchange0.27%
- 🌍 Digital Currency0.18%
- 🌍 Commodity0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States21.93%
- 🇫🇷 France2.59%
- 🇨🇳 China1.28%
- 🇩🇪 Germany0.84%
- 🇳🇱 Netherlands0.84%
- 🇨🇦 Canada0.21%
- 🇬🇧 United Kingdom0.13%
- 🇮🇱 Israel0.13%
- 🇰🇷 South Korea0.11%
Dividends
Dividend Yield
0.84%
11 out of 14 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: $PFE (7.63%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 MC.PA (aurelie0931) | Ex-Dividend | Apr 24, 2025 | $8.54 |
MC.PA (aurelie0931) | Pay Day | Apr 28, 2025 | $8.54 |
 ASML (aurelie0931) | Ex-Dividend | Apr 28, 2025 | $1.92 |
 O | Ex-Dividend | May 1, 2025 | $0.27 |
 KER.PA (aurelie0931) | Ex-Dividend | May 5, 2025 | $4.13 |
ASML (aurelie0931) | Pay Day | May 6, 2025 | $1.92 |
KER.PA (aurelie0931) | Pay Day | May 7, 2025 | $4.13 |
 MSFT | Ex-Dividend | May 15, 2025 | $0.83 |
O | Pay Day | May 15, 2025 | $0.27 |
MSFT (aurelie0931) | Ex-Dividend | May 15, 2025 | $0.83 |
 COFA.PA (aurelie0931) | Ex-Dividend | May 20, 2025 | $1.55 |
COFA.PA (aurelie0931) | Pay Day | May 22, 2025 | $1.55 |
 JNJ (aurelie0931) | Ex-Dividend | May 27, 2025 | $1.30 |
 FDJU.PA (aurelie0931) | Ex-Dividend | May 27, 2025 | $2.22 |
 CA.PA (aurelie0931) | Ex-Dividend | May 30, 2025 | $0.96 |
CA.PA (aurelie0931) | Pay Day | Jun 3, 2025 | $0.96 |
FDJU.PA (aurelie0931) | Pay Day | Jun 3, 2025 | $2.22 |
JNJ (aurelie0931) | Pay Day | Jun 10, 2025 | $1.30 |
MSFT | Pay Day | Jun 12, 2025 | $0.83 |
MSFT (aurelie0931) | Pay Day | Jun 12, 2025 | $0.83 |
 EEM | Pay Day | Jun 17, 2025 | $- |
 ACWI | Pay Day | Jun 17, 2025 | $0.94 |
 FXI (aurelie0931) | Pay Day | Jun 17, 2025 | $0.08 |
 0916.HK | Ex-Dividend | Jun 23, 2025 | $0.03 |
 STMPA.PA (aurelie0931) | Ex-Dividend | Jun 23, 2025 | $0.09 |
 DIS (aurelie0931) | Ex-Dividend | Jun 24, 2025 | $0.50 |
STMPA.PA (aurelie0931) | Pay Day | Jun 25, 2025 | $0.09 |
DIS (aurelie0931) | Pay Day | Jul 23, 2025 | $0.50 |
 RI.PA (aurelie0931) | Ex-Dividend | Jul 23, 2025 | $2.67 |
RI.PA (aurelie0931) | Pay Day | Jul 25, 2025 | $2.67 |
0916.HK | Pay Day | Aug 15, 2025 | $0.03 |
Performance Metrics
Score 2.9/10
Beta
0.55
0.55
0
0.8
1.2
0
2
Sharpe Ratio
0.08
0.08
0
0.5
1
1.5
1.5
Sortino Ratio
0.11
0.11
0
1
2
3
3
Jensen's Alpha
-4.38
-4.38
-5
0
2
4.5
4.5
Omega Ratio
0.53
0.53
0
1
1.5
2.5
2.5
Treynor Ratio
0.14
0.14
0
0.75
1.25
2
2
Information Ratio
-0.85
-0.85
-1
0.3
0.6
1
1
Calmar Ratio
0.13
0.13
0
0.3
0.6
1
1
Beta
0.55
0.55
0
0.8
1.2
0
2
Sharpe Ratio
0.08
0.08
0
0.5
1
1.5
1.5
Sortino Ratio
0.11
0.11
0
1
2
3
3
Jensen's Alpha
-4.38
-4.38
-5
0
2
4.5
4.5
Omega Ratio
0.53
0.53
0
1
1.5
2.5
2.5
Treynor Ratio
0.14
0.14
0
0.75
1.25
2
2
Information Ratio
-0.85
-0.85
-1
0.3
0.6
1
1
Calmar Ratio
0.13
0.13
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
31.28
High:
O
59.67OLow:
SGMO
-1.37SGMODetails
PEG Ratio
178.32
High:
PYPL
342.66PYPLLow:SGMO
-2.12SGMODetails
Price/Book
14.09
High:
AAPL
44.38AAPLLow:
0916.HK
0.660916.HKDetails
Price/Sales
10.88
High:
NVDA
19.21NVDALow:0916.HK
1.280916.HKDetails
Price/CF
33.14
High:NVDA
54.98NVDALow:0916.HK
2.90916.HKDetails
Price/FCF
57.14
High:
PFE
468.42PFELow:0916.HK
11.890916.HKDetails
P/E Ratio
31.28
High:O
59.67OLow:SGMO
-1.37SGMODetails
PEG Ratio
178.32
High:PYPL
342.66PYPLLow:SGMO
-2.12SGMODetails
Price/Book
14.09
High:AAPL
44.38AAPLLow:0916.HK
0.660916.HKDetails
Price/Sales
10.88
High:NVDA
19.21NVDALow:0916.HK
1.280916.HKDetails
Price/CF
33.14
High:NVDA
54.98NVDALow:0916.HK
2.90916.HKDetails
Price/FCF
57.14
High:PFE
468.42PFELow:0916.HK
11.890916.HKDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-20.29% | Sep 2018 | May 2020 | 20 |
-10.54% | Dec 2024 | - | 5 |
-10.04% | Jan 2022 | Jun 2024 | 29 |
-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 |