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-0.83%
This Month
+14.53%
Year To Date
+29.92%
2 Years
+28.29%
5 Years
+72.62%
10 Years
+9.13%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs38.31%
- 💵 Cash31.91%
- 👥 Copy Trading17.59%
- 🖥️ Technology Services10.85%
- ⛏️ Energy Minerals2.91%
- 💰 Finance2.25%
- 🍞 Consumer Non Durables1.06%
- 🛍️ Retail Trade0.96%
- 🧬 Health Technology0.7%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq39.82%
- 🇺🇸 NYSE23.94%
- 🇺🇸 Chicago Board Options Exchange7.33%
- 🇬🇧 LSE1.52%
- 🇫🇷 Euronext Paris0.6%
- 🇩🇪 Xetra ETFs0.38%
- 🇭🇰 Hong Kong Exchanges0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States20.75%
- 🇬🇧 United Kingdom1.99%
- 🇫🇷 France0.6%
- 🇮🇱 Israel0.4%
- 🇨🇭 Switzerland0.28%
- 🇨🇳 China0.26%
- 🇵🇦 Panama0.1%
- 🇯🇵 Japan0.07%
- 🇯🇴 Jordan0.02%
Dividends
Dividend Yield
0.23%
11 out of 30 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $SHEL (3.96%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 KWEB (hugomanenti95) | Pay Day | Dec 18, 2025 | $0.00 |
 CQQQ (hugomanenti95) | Pay Day | Dec 27, 2025 | $0.00 |
Performance Metrics
Score 4.2/10
Beta
0.68
0.68
0
0.8
1.2
0
2
Sharpe Ratio
0.55
0.55
0
0.5
1
1.5
1.5
Sortino Ratio
0.83
0.83
0
1
2
3
3
Jensen's Alpha
-1.28
-1.28
-2
0
2
4.5
4.5
Omega Ratio
0.61
0.61
0
1
1.5
2.5
2.5
Treynor Ratio
0.89
0.89
0
0.75
1.25
2
2
Information Ratio
-0.61
-0.61
-1
0.3
0.6
1
1
Calmar Ratio
0.31
0.31
0
0.3
0.6
1
1
Beta
0.68
0.68
0
0.8
1.2
0
2
Sharpe Ratio
0.55
0.55
0
0.5
1
1.5
1.5
Sortino Ratio
0.83
0.83
0
1
2
3
3
Jensen's Alpha
-1.28
-1.28
-2
0
2
4.5
4.5
Omega Ratio
0.61
0.61
0
1
1.5
2.5
2.5
Treynor Ratio
0.89
0.89
0
0.75
1.25
2
2
Information Ratio
-0.61
-0.61
-1
0.3
0.6
1
1
Calmar Ratio
0.31
0.31
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
29.69
High:
MNDY
128MNDYLow:
ZS
-900.46ZSDetails
PEG Ratio
7,307.49
High:
SHEL
51,725.35SHELLow:
FSLY
-89.05FSLYDetails
Price/Book
6.92
High:
MA
65.12MALow:SHEL
1.19SHELDetails
Price/Sales
7.59
High:
CRWD
27.79CRWDLow:
SFGYY
0.4SFGYYDetails
Price/CF
20.85
High:
SNOW
106.88SNOWLow:SHEL
4.77SHELDetails
Price/FCF
52.58
High:
03690.HK
387.8103690.HKLow:
ZM
13.29ZMDetails
P/E Ratio
29.69
High:MNDY
128MNDYLow:ZS
-900.46ZSDetails
PEG Ratio
7,307.49
High:SHEL
51,725.35SHELLow:FSLY
-89.05FSLYDetails
Price/Book
6.92
High:MA
65.12MALow:SHEL
1.19SHELDetails
Price/Sales
7.59
High:CRWD
27.79CRWDLow:SFGYY
0.4SFGYYDetails
Price/CF
20.85
High:SNOW
106.88SNOWLow:SHEL
4.77SHELDetails
Price/FCF
52.58
High:03690.HK
387.8103690.HKLow:ZM
13.29ZMDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-30.51% | Nov 2021 | Jan 2025 | 38 |
-8.34% | Feb 2020 | May 2020 | 3 |
-4.99% | Sep 2020 | Nov 2020 | 2 |
-4.45% | Sep 2021 | Oct 2021 | 1 |
-3.9% | Feb 2025 | May 2025 | 3 |
-3.24% | Feb 2021 | Apr 2021 | 2 |
-1.34% | Nov 2025 | - | 2 |
-0.39% | Dec 2019 | Jan 2020 | 1 |