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+0.1%
Today
+1.47%
This Month
-3.96%
Year To Date
+8.56%
2 Years
+8.56%
5 Years
+11.58%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading36.29%
- 🖥️ Technology Services29.47%
- 📊 ETFs10.28%
- 💻 Electronic Technology8.49%
- 💰 Finance3.37%
- 🪙 Cryptocurrencies3.31%
- 🛍️ Retail Trade2.6%
- 📡 Communications2.57%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq32.07%
- 🇺🇸 NYSE29.07%
- 🇭🇰 Hong Kong Exchanges7.01%
- 🇬🇧 LSE6.66%
- 🌍 Digital Currency3.74%
- 🇩🇪 FRA3.27%
- 🇮🇹 Borsa Italiana2.89%
- 🌍 FX1.65%
- 🇫🇷 Euronext Paris1.29%
- 🇩🇪 Xetra ETFs0.82%
- 🇪🇸 Bolsa De Madrid0.49%
- 🇨🇭 SIX0.34%
- 🇳🇱 Euronext Amsterdam0.3%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States37.01%
- 🇱🇺 Luxembourg7.48%
- 🇨🇳 China6.65%
- 🇩🇪 Germany3.27%
- 🇮🇹 Italy2.89%
- 🇬🇧 United Kingdom2.86%
- 🇧🇷 Brazil2.57%
- 🇫🇷 France1.29%
- 🇧🇲 Bermuda0.85%
- 🇯🇵 Japan0.68%
- 🇨🇭 Switzerland0.65%
- 🇨🇦 Canada0.56%
- 🇪🇸 Spain0.49%
- 🇰🇷 South Korea0.41%
- 🇮🇳 India0.38%
- 🇭🇰 Hong Kong0.36%
- 🇳🇱 Netherlands0.3%
- 🇮🇪 Ireland0.3%
Dividends
Dividend Yield
1.67%
11 out of 20 instruments pay dividend.
24 dividend payments in the next 30 days.
Highest Dividend: $JEPQ (11.28%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 JEPQ | 0.7% | 11.28% | - |
 TheBigBanks | 0.42% | 3.6% | - |
 InsuranceWorld | 0.27% | 2.43% | - |
 TIMB | 0.18% | 6.84% | $1 |
 The-Chameleon | 0.02% | 0.44% | - |
 LDO.MI | 0.02% | 0.99% | $0.28 |
 0700.HK | 0.02% | 0.88% | $3.4 |
 RR.L | 0.01% | 0.68% | - |
 RHM.DE | 0.01% | 0.45% | $5.7 |
 META | 0.01% | 0.29% | $1 |
 NVDA | 0% | 0.03% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 ALL (InsuranceWorld) | Ex-Dividend | Jun 9, 2025 | $1.00 |
 AIZ (InsuranceWorld) | Ex-Dividend | Jun 9, 2025 | $0.80 |
 EQH (InsuranceWorld) | Pay Day | Jun 9, 2025 | $0.27 |
 TRV (InsuranceWorld) | Ex-Dividend | Jun 10, 2025 | $1.10 |
 MET (InsuranceWorld) | Pay Day | Jun 10, 2025 | $0.57 |
 ELV (InsuranceWorld) | Ex-Dividend | Jun 10, 2025 | $1.71 |
NVDA | Ex-Dividend | Jun 11, 2025 | $0.01 |
 1299.HK (InsuranceWorld) | Pay Day | Jun 12, 2025 | $0.17 |
 PRU (InsuranceWorld) | Pay Day | Jun 12, 2025 | $1.35 |
 AIG (InsuranceWorld) | Ex-Dividend | Jun 13, 2025 | $0.45 |
 CB (InsuranceWorld) | Ex-Dividend | Jun 13, 2025 | $0.97 |
 RNR (InsuranceWorld) | Ex-Dividend | Jun 13, 2025 | $0.40 |
 EG (InsuranceWorld) | Pay Day | Jun 13, 2025 | $2.00 |
META | Ex-Dividend | Jun 16, 2025 | $0.52 |
 UNH (InsuranceWorld) | Ex-Dividend | Jun 16, 2025 | $2.21 |
 CRBG (InsuranceWorld) | Ex-Dividend | Jun 16, 2025 | $0.24 |
 CI (InsuranceWorld) | Pay Day | Jun 18, 2025 | $1.51 |
 2601.HK (InsuranceWorld) | Ex-Dividend | Jun 19, 2025 | $0.15 |
 AJG (InsuranceWorld) | Pay Day | Jun 20, 2025 | $0.65 |
LDO.MI | Ex-Dividend | Jun 23, 2025 | $0.56 |
UNH (InsuranceWorld) | Pay Day | Jun 24, 2025 | $2.21 |
LDO.MI | Pay Day | Jun 25, 2025 | $0.56 |
 IS04.DE (The-Chameleon) | Pay Day | Jun 25, 2025 | $0.00 |
ELV (InsuranceWorld) | Pay Day | Jun 25, 2025 | $1.71 |
META | Pay Day | Jun 26, 2025 | $0.52 |
AIG (InsuranceWorld) | Pay Day | Jun 27, 2025 | $0.45 |
 BAC (TheBigBanks) | Pay Day | Jun 27, 2025 | $0.26 |
 GS (TheBigBanks) | Pay Day | Jun 27, 2025 | $3.00 |
TRV (InsuranceWorld) | Pay Day | Jun 30, 2025 | $1.10 |
AIZ (InsuranceWorld) | Pay Day | Jun 30, 2025 | $0.80 |
 2318.HK (InsuranceWorld) | Pay Day | Jun 30, 2025 | $0.22 |
CRBG (InsuranceWorld) | Pay Day | Jun 30, 2025 | $0.24 |
 WTW (InsuranceWorld) | Ex-Dividend | Jun 30, 2025 | $0.92 |
RNR (InsuranceWorld) | Pay Day | Jun 30, 2025 | $0.40 |
ALL (InsuranceWorld) | Pay Day | Jul 1, 2025 | $1.00 |
 HIG (InsuranceWorld) | Pay Day | Jul 2, 2025 | $0.52 |
 2628.HK (InsuranceWorld) | Ex-Dividend | Jul 2, 2025 | $0.06 |
NVDA | Pay Day | Jul 3, 2025 | $0.01 |
CB (InsuranceWorld) | Pay Day | Jul 3, 2025 | $0.97 |
 GL (InsuranceWorld) | Ex-Dividend | Jul 3, 2025 | $0.27 |
 JPM (TheBigBanks) | Ex-Dividend | Jul 3, 2025 | $1.40 |
WTW (InsuranceWorld) | Pay Day | Jul 15, 2025 | $0.92 |
2601.HK (InsuranceWorld) | Pay Day | Jul 18, 2025 | $0.15 |
 RY (TheBigBanks) | Ex-Dividend | Jul 24, 2025 | $1.11 |
 BMO (TheBigBanks) | Ex-Dividend | Jul 30, 2025 | $1.18 |
JPM (TheBigBanks) | Pay Day | Jul 31, 2025 | $1.40 |
GL (InsuranceWorld) | Pay Day | Aug 1, 2025 | $0.27 |
2628.HK (InsuranceWorld) | Pay Day | Aug 21, 2025 | $0.06 |
RY (TheBigBanks) | Pay Day | Aug 22, 2025 | $1.11 |
BMO (TheBigBanks) | Pay Day | Aug 26, 2025 | $1.18 |
Performance Metrics
Score 3.5/10
Beta
1.55
1.55
0
0.8
1.2
0
2
Sharpe Ratio
0.27
0.27
0
0.5
1
1.5
1.5
Sortino Ratio
0.44
0.44
0
1
2
3
3
Jensen's Alpha
-0.41
-0.41
-2
0
2
4.5
4.5
Omega Ratio
1.1
1.1
0
1
1.5
2.5
2.5
Treynor Ratio
0.33
0.33
0
0.75
1.25
2
2
Information Ratio
0.14
0.14
0
0.3
0.6
1
1
Calmar Ratio
0.53
0.53
0
0.3
0.6
1
1
Beta
1.55
1.55
0
0.8
1.2
0
2
Sharpe Ratio
0.27
0.27
0
0.5
1
1.5
1.5
Sortino Ratio
0.44
0.44
0
1
2
3
3
Jensen's Alpha
-0.41
-0.41
-2
0
2
4.5
4.5
Omega Ratio
1.1
1.1
0
1
1.5
2.5
2.5
Treynor Ratio
0.33
0.33
0
0.75
1.25
2
2
Information Ratio
0.14
0.14
0
0.3
0.6
1
1
Calmar Ratio
0.53
0.53
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
39.52
High:
PLTR
557.73PLTRLow:
HRTG
9.89HRTGDetails
PEG Ratio
231.48
High:
COIN
924.66COINLow:
SPOT
10.63SPOTDetails
Price/Book
12.48
High:
APP
245.73APPLow:
RR.L
-82.53RR.LDetails
Price/Sales
8.34
High:PLTR
104.67PLTRLow:HRTG
0.92HRTGDetails
Price/CF
23.2
High:PLTR
161.45PLTRLow:
TIMB
3.17TIMBDetails
Price/FCF
43.35
High:PLTR
163.42PLTRLow:HRTG
6.03HRTGDetails
P/E Ratio
39.52
High:PLTR
557.73PLTRLow:HRTG
9.89HRTGDetails
PEG Ratio
231.48
High:COIN
924.66COINLow:SPOT
10.63SPOTDetails
Price/Book
12.48
High:APP
245.73APPLow:RR.L
-82.53RR.LDetails
Price/Sales
8.34
High:PLTR
104.67PLTRLow:HRTG
0.92HRTGDetails
Price/CF
23.2
High:PLTR
161.45PLTRLow:TIMB
3.17TIMBDetails
Price/FCF
43.35
High:PLTR
163.42PLTRLow:HRTG
6.03HRTGDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-15.98% | Feb 2025 | - | 5 |
-6.14% | Dec 2024 | Jan 2025 | 1 |