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+1.52%
This Month
+7.28%
Year To Date
+58.83%
2 Years
+73.86%
5 Years
+73.86%
10 Years
+15.17%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services40.87%
- 🛍️ Retail Trade31.5%
- 💵 Cash11.95%
- 💻 Electronic Technology11.34%
- 👥 Copy Trading2.98%
- ⚡ Utilities0.83%
- ⛏️ Energy Minerals0.66%
- 🪙 Cryptocurrencies0.5%
- 🪨 Non Energy Minerals0.38%
- 🧪 Process Industries0.33%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq84.17%
- 🇺🇸 NYSE1.54%
- 🇩🇰 Copenhagen Stock Exchange0.9%
- 🇬🇧 LSE0.81%
- 🌍 Digital Currency0.5%
- 🇫🇷 Euronext Paris0.06%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States84.62%
- 🇩🇰 Denmark0.9%
- 🇬🇧 United Kingdom0.81%
- 🇨🇭 Switzerland0.38%
- 🇨🇦 Canada0.33%
- 🇦🇪 United Arab Emirates0.07%
- 🇫🇷 France0.06%
Dividends
Dividend Yield
0.28%
6 out of 11 instruments pay dividend.
6 dividend payments in the next 30 days.
Highest Dividend: $SHEL.L (4.07%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 MSFT | Ex-Dividend | Aug 21, 2025 | $0.83 |
 AMAT (edu-inversor) | Ex-Dividend | Aug 21, 2025 | $0.46 |
 IMB.L (edu-inversor) | Ex-Dividend | Aug 21, 2025 | $0.53 |
 IBKR (edu-inversor) | Ex-Dividend | Aug 29, 2025 | $0.08 |
 FTI (edu-inversor) | Pay Day | Sep 3, 2025 | $0.05 |
 PEP (edu-inversor) | Ex-Dividend | Sep 5, 2025 | $1.42 |
 GOOG | Ex-Dividend | Sep 8, 2025 | $0.21 |
 SNA (edu-inversor) | Pay Day | Sep 10, 2025 | $2.14 |
MSFT | Pay Day | Sep 11, 2025 | $0.83 |
AMAT (edu-inversor) | Pay Day | Sep 11, 2025 | $0.46 |
IBKR (edu-inversor) | Pay Day | Sep 12, 2025 | $0.08 |
GOOG | Pay Day | Sep 15, 2025 | $0.21 |
 SHEL.L | Pay Day | Sep 22, 2025 | $0.36 |
PEP (edu-inversor) | Pay Day | Sep 30, 2025 | $1.42 |
IMB.L (edu-inversor) | Pay Day | Sep 30, 2025 | $0.53 |
 MC.PA (edu-inversor) | Ex-Dividend | Dec 2, 2025 | $6.47 |
MC.PA (edu-inversor) | Pay Day | Dec 4, 2025 | $6.47 |
 EWY (edu-inversor) | Pay Day | Dec 20, 2025 | $0.00 |
Performance Metrics
Score 5.5/10
Beta
1.35
1.35
0
0.8
1.2
0
2
Sharpe Ratio
0.5
0.5
0
0.5
1
1.5
1.5
Sortino Ratio
0.79
0.79
0
1
2
3
3
Jensen's Alpha
3.76
3.76
-2
0
2
4.5
4.5
Omega Ratio
1.31
1.31
0
1
1.5
2.5
2.5
Treynor Ratio
0.91
0.91
0
0.75
1.25
2
2
Information Ratio
0.32
0.32
0
0.3
0.6
1
1
Calmar Ratio
0.38
0.38
0
0.3
0.6
1
1
Beta
1.35
1.35
0
0.8
1.2
0
2
Sharpe Ratio
0.5
0.5
0
0.5
1
1.5
1.5
Sortino Ratio
0.79
0.79
0
1
2
3
3
Jensen's Alpha
3.76
3.76
-2
0
2
4.5
4.5
Omega Ratio
1.31
1.31
0
1
1.5
2.5
2.5
Treynor Ratio
0.91
0.91
0
0.75
1.25
2
2
Information Ratio
0.32
0.32
0
0.3
0.6
1
1
Calmar Ratio
0.38
0.38
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
33.17
High:
MSFT
37.37MSFTLow:
LAR
-28.17LARDetails
PEG Ratio
3,840.48
High:
AAPL
23,827.33AAPLLow:
ORSTED.CO
12.01ORSTED.CODetails
Price/Book
9.73
High:AAPL
52.03AAPLLow:LAR
0.63LARDetails
Price/Sales
6.01
High:MSFT
13.5MSFTLow:LAR
-LARDetails
Price/CF
22.07
High:
TTWO
434.3TTWOLow:
SHEL.L
4.23SHEL.LDetails
Price/FCF
68.21
High:
AMZN
175.86AMZNLow:SHEL.L
11.06SHEL.LDetails
P/E Ratio
33.17
High:MSFT
37.37MSFTLow:LAR
-28.17LARDetails
PEG Ratio
3,840.48
High:AAPL
23,827.33AAPLLow:ORSTED.CO
12.01ORSTED.CODetails
Price/Book
9.73
High:AAPL
52.03AAPLLow:LAR
0.63LARDetails
Price/Sales
6.01
High:MSFT
13.5MSFTLow:LAR
-LARDetails
Price/CF
22.07
High:TTWO
434.3TTWOLow:SHEL.L
4.23SHEL.LDetails
Price/FCF
68.21
High:AMZN
175.86AMZNLow:SHEL.L
11.06SHEL.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-39.57% | Apr 2022 | May 2023 | 13 |
-13.37% | Feb 2025 | Jun 2025 | 4 |
-11.44% | Nov 2021 | Mar 2022 | 4 |
-9.67% | Aug 2023 | Nov 2023 | 3 |
-1.15% | Mar 2024 | May 2024 | 2 |