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+0%
Today
-2.68%
This Month
-3.75%
Year To Date
+23.25%
2 Years
+39.2%
5 Years
+6.89%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs37.98%
- 💵 Cash26.74%
- 👥 Copy Trading17.74%
- 🖥️ Technology Services11.13%
- ⛏️ Energy Minerals3.12%
- 💰 Finance2.64%
- 🛍️ Retail Trade1.87%
- 🍞 Consumer Non Durables1.32%
- 🧬 Health Technology0.72%
- 🚚 Transportation0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq38.8%
- 🇺🇸 NYSE26.21%
- 🇺🇸 Chicago Board Options Exchange7.85%
- 🇩🇪 Xetra ETFs1.8%
- 🇬🇧 LSE0.4%
- 🌍 Digital Currency0.17%
- 🇫🇷 Euronext Paris0.14%
- 🇩🇪 FRA0.03%
- 🇭🇰 Hong Kong Exchanges0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States23.58%
- 🇬🇧 United Kingdom2.23%
- 🇮🇱 Israel0.48%
- 🇨🇳 China0.22%
- 🇨🇭 Switzerland0.19%
- 🇯🇵 Japan0.18%
- 🇫🇷 France0.14%
- 🇵🇦 Panama0.12%
- 🇨🇦 Canada0.11%
- 🇿🇦 South Africa0.09%
- 🇩🇪 Germany0.03%
- 🇺🇾 Uruguay0.02%
Dividends
Dividend Yield
1.15%
19 out of 30 instruments pay dividend.
8 dividend payments in the next 30 days.
Highest Dividend: $SHEL (4.27%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 TLT | 0.26% | 4.12% | - |
 IEF | 0.15% | 3.6% | - |
 VTI | 0.12% | 1.36% | - |
 USMV | 0.11% | 1.55% | - |
 havocFuture | 0.09% | 1.14% | - |
 SHEL | 0.08% | 4.27% | $2.7 |
 QQQ | 0.07% | 0.64% | - |
 chiay0327 | 0.07% | 1.82% | - |
 hugomanenti95 | 0.05% | 1.35% | - |
 XOM | 0.04% | 3.63% | $3.76 |
 KO | 0.04% | 2.69% | $1.89 |
 WCLD | 0.02% | 1.68% | - |
 MSFT | 0.02% | 0.88% | $3 |
 GILD | 0.02% | 2.97% | $3.04 |
 GOOG | 0.01% | 0.52% | $0.2 |
 ROST | 0.01% | 1.08% | $1.41 |
 MA | 0.01% | 0.55% | $2.46 |
 Miyoshi | 0% | 0.1% | - |
 BABA | 0% | 0.9% | $0.98 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
QQQ | Pay Day | Apr 24, 2025 | $- |
QQQ (havocFuture) | Pay Day | Apr 24, 2025 | $- |
 CNXC (hugomanenti95) | Ex-Dividend | Apr 25, 2025 | $0.33 |
 FCX (hugomanenti95) | Pay Day | May 1, 2025 | $0.15 |
 IWG.L (hugomanenti95) | Ex-Dividend | May 1, 2025 | $0.01 |
 COST (havocFuture) | Ex-Dividend | May 2, 2025 | $1.30 |
CNXC (hugomanenti95) | Pay Day | May 6, 2025 | $0.33 |
MA | Pay Day | May 9, 2025 | $0.76 |
MA (havocFuture) | Pay Day | May 9, 2025 | $0.76 |
 MTDR (hugomanenti95) | Ex-Dividend | May 9, 2025 | $0.31 |
 OSB.L (hugomanenti95) | Pay Day | May 13, 2025 | $0.30 |
MSFT | Ex-Dividend | May 15, 2025 | $0.83 |
MSFT (havocFuture) | Ex-Dividend | May 15, 2025 | $0.83 |
 CTAS (havocFuture) | Ex-Dividend | May 15, 2025 | $0.39 |
MSFT (Miyoshi) | Ex-Dividend | May 15, 2025 | $0.83 |
COST (havocFuture) | Pay Day | May 16, 2025 | $1.30 |
 TEP.PA (hugomanenti95) | Ex-Dividend | May 26, 2025 | $4.40 |
TEP.PA (hugomanenti95) | Pay Day | May 28, 2025 | $4.40 |
IWG.L (hugomanenti95) | Pay Day | May 30, 2025 | $0.01 |
MTDR (hugomanenti95) | Pay Day | Jun 6, 2025 | $0.31 |
IEF | Pay Day | Jun 7, 2025 | $- |
IEF (havocFuture) | Pay Day | Jun 7, 2025 | $- |
IEF (chiay0327) | Pay Day | Jun 7, 2025 | $- |
MSFT | Pay Day | Jun 12, 2025 | $0.83 |
MSFT (havocFuture) | Pay Day | Jun 12, 2025 | $0.83 |
MSFT (Miyoshi) | Pay Day | Jun 12, 2025 | $0.83 |
CTAS (havocFuture) | Pay Day | Jun 13, 2025 | $0.39 |
 IHI (havocFuture) | Pay Day | Jun 17, 2025 | $- |
 SOXX (havocFuture) | Pay Day | Jun 17, 2025 | $- |
 IS04.DE (Miyoshi) | Pay Day | Jun 26, 2025 | $- |
 TMF (havocFuture) | Pay Day | Jul 2, 2025 | $- |
Performance Metrics
Score 3.9/10
Beta
0.67
0.67
0
0.8
1.2
0
2
Sharpe Ratio
0.41
0.41
0
0.5
1
1.5
1.5
Sortino Ratio
0.62
0.62
0
1
2
3
3
Jensen's Alpha
-1.41
-1.41
-2
0
2
4.5
4.5
Omega Ratio
0.66
0.66
0
1
1.5
2.5
2.5
Treynor Ratio
0.71
0.71
0
0.75
1.25
2
2
Information Ratio
-0.53
-0.53
-1
0.3
0.6
1
1
Calmar Ratio
0.25
0.25
0
0.3
0.6
1
1
Beta
0.67
0.67
0
0.8
1.2
0
2
Sharpe Ratio
0.41
0.41
0
0.5
1
1.5
1.5
Sortino Ratio
0.62
0.62
0
1
2
3
3
Jensen's Alpha
-1.41
-1.41
-2
0
2
4.5
4.5
Omega Ratio
0.66
0.66
0
1
1.5
2.5
2.5
Treynor Ratio
0.71
0.71
0
0.75
1.25
2
2
Information Ratio
-0.53
-0.53
-1
0.3
0.6
1
1
Calmar Ratio
0.25
0.25
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
21.8
High:
MNDY
407.14MNDYLow:
CRWD
-4,477CRWDDetails
PEG Ratio
-374.54
High:
MSFT
239.3MSFTLow:
ZS
-2,177.77ZSDetails
Price/Book
4.7
High:
MA
72.91MALow:
FSLY
0.79FSLYDetails
Price/Sales
4.94
High:CRWD
23.46CRWDLow:
SHEL
0.71SHELDetails
Price/CF
19.9
High:FSLY
124.74FSLYLow:SHEL
3.71SHELDetails
Price/FCF
45.93
High:
03690.HK
387.8103690.HKLow:SHEL
8.02SHELDetails
P/E Ratio
21.8
High:MNDY
407.14MNDYLow:CRWD
-4,477CRWDDetails
PEG Ratio
-374.54
High:MSFT
239.3MSFTLow:ZS
-2,177.77ZSDetails
Price/Book
4.7
High:MA
72.91MALow:FSLY
0.79FSLYDetails
Price/Sales
4.94
High:CRWD
23.46CRWDLow:SHEL
0.71SHELDetails
Price/CF
19.9
High:FSLY
124.74FSLYLow:SHEL
3.71SHELDetails
Price/FCF
45.93
High:03690.HK
387.8103690.HKLow:SHEL
8.02SHELDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-30.51% | Nov 2021 | Jan 2025 | 38 |
-8.34% | Feb 2020 | May 2020 | 3 |
-6.47% | Feb 2025 | - | 3 |
-4.99% | Sep 2020 | Nov 2020 | 2 |
-4.45% | Sep 2021 | Oct 2021 | 1 |
-3.24% | Feb 2021 | Apr 2021 | 2 |
-0.39% | Dec 2019 | Jan 2020 | 1 |