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-1.92%
This Month
+2.08%
Year To Date
+24.37%
2 Years
+39.66%
5 Years
+39.66%
10 Years
+21.03%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🧬 Health Technology31.92%
- 🖥️ Technology Services18.41%
- 👥 Copy Trading13.09%
- 💻 Electronic Technology13.01%
- 🛍️ Retail Trade10.14%
- 📊 ETFs7.36%
- 🧩 Miscellaneous3.64%
- 💵 Cash1.29%
- 💇♀️ Consumer Services0.96%
- 🚚 Transportation0.34%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq44.28%
- 🇺🇸 NYSE40.99%
- 🇩🇪 Xetra ETFs7.36%
- 🇭🇰 Hong Kong Exchanges3.01%
- 🇫🇷 Euronext Paris0.77%
- 🇬🇧 LSE0.69%
- 🇮🇹 Borsa Italiana0.61%
- 🇪🇸 Bolsa De Madrid0.38%
- 🇳🇱 Euronext Amsterdam0.31%
- 🇩🇪 FRA0.25%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States65.02%
- 🇬🇧 United Kingdom9.95%
- 🇨🇳 China4.64%
- 🇹🇼 Taiwan3.01%
- 🇯🇵 Japan1.47%
- 🇨🇦 Canada1.05%
- 🇫🇷 France0.77%
- 🇮🇹 Italy0.61%
- 🇪🇸 Spain0.38%
- 🇳🇱 Netherlands0.31%
- 🇩🇪 Germany0.25%
- 🇮🇳 India0.19%
Dividends
Dividend Yield
1.41%
16 out of 19 instruments pay dividend.
7 dividend payments in the next 30 days.
Highest Dividend: TheBigBanks (3.17%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 TheBigBanks | 0.41% | 3.17% | - |
 ABBV | 0.23% | 3% | $6.06 |
 JNJ | 0.2% | 2.29% | $4.81 |
 MRK | 0.17% | 2.78% | $3.04 |
 AZN | 0.16% | 1.69% | $1.42 |
 MSFT | 0.06% | 0.83% | $3 |
 SPY | 0.04% | 0.98% | - |
 GD | 0.03% | 1.81% | $5.48 |
 TSM | 0.02% | 0.69% | $1.74 |
 META | 0.02% | 0.34% | $1 |
 DIS | 0.01% | 1.51% | $0.75 |
 GOOG | 0.01% | 0.23% | $0.2 |
 BABA | 0.01% | 0.82% | $0.98 |
 NVDA | 0.01% | 0.13% | $0.02 |
 AVGO | 0.01% | 0.62% | $19.7 |
 IAG.L | 0.01% | 1.66% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
GOOG | Ex-Dividend | Jun 8, 2026 | $0.22 |
JNJ | Pay Day | Jun 9, 2026 | $1.34 |
MSFT | Pay Day | Jun 11, 2026 | $0.91 |
BABA | Ex-Dividend | Jun 11, 2026 | $1.05 |
TSM | Ex-Dividend | Jun 11, 2026 | $0.95 |
GOOG | Pay Day | Jun 15, 2026 | $0.22 |
META | Ex-Dividend | Jun 15, 2026 | $0.53 |
MRK | Ex-Dividend | Jun 15, 2026 | $0.85 |
META | Pay Day | Jun 25, 2026 | $0.53 |
NVDA | Pay Day | Jun 26, 2026 | $0.25 |
 BAC (TheBigBanks) | Pay Day | Jun 26, 2026 | $0.28 |
 GS (TheBigBanks) | Pay Day | Jun 29, 2026 | $4.50 |
DIS | Ex-Dividend | Jun 30, 2026 | $0.75 |
 JPM (TheBigBanks) | Ex-Dividend | Jul 6, 2026 | $1.50 |
 BNS (TheBigBanks) | Ex-Dividend | Jul 7, 2026 | $0.82 |
MRK | Pay Day | Jul 8, 2026 | $0.85 |
 3328.HK (TheBigBanks) | Ex-Dividend | Jul 8, 2026 | $0.02 |
TSM | Pay Day | Jul 9, 2026 | $0.95 |
 0939.HK (TheBigBanks) | Ex-Dividend | Jul 9, 2026 | $0.03 |
 TD (TheBigBanks) | Ex-Dividend | Jul 10, 2026 | $0.81 |
BABA | Pay Day | Jul 13, 2026 | $1.05 |
DIS | Pay Day | Jul 22, 2026 | $0.75 |
 RY (TheBigBanks) | Ex-Dividend | Jul 27, 2026 | $1.27 |
BNS (TheBigBanks) | Pay Day | Jul 29, 2026 | $0.82 |
JPM (TheBigBanks) | Pay Day | Jul 31, 2026 | $1.50 |
TD (TheBigBanks) | Pay Day | Jul 31, 2026 | $0.81 |
3328.HK (TheBigBanks) | Pay Day | Aug 14, 2026 | $0.02 |
0939.HK (TheBigBanks) | Pay Day | Aug 21, 2026 | $0.03 |
RY (TheBigBanks) | Pay Day | Aug 24, 2026 | $1.27 |
Performance Metrics
Score 3.7/10
Beta
1.28
1.28
0
0.8
1.2
0
2
Sharpe Ratio
0.47
0.47
0
0.5
1
1.5
1.5
Sortino Ratio
0.81
0.81
0
1
2
3
3
Jensen's Alpha
-6.65
-6.65
-7
0
2
4.5
4.5
Omega Ratio
0.9
0.9
0
1
1.5
2.5
2.5
Treynor Ratio
0.83
0.83
0
0.75
1.25
2
2
Information Ratio
-0.12
-0.12
-1
0.3
0.6
1
1
Calmar Ratio
0.83
0.83
0
0.3
0.6
1
1
Beta
1.28
1.28
0
0.8
1.2
0
2
Sharpe Ratio
0.47
0.47
0
0.5
1
1.5
1.5
Sortino Ratio
0.81
0.81
0
1
2
3
3
Jensen's Alpha
-6.65
-6.65
-7
0
2
4.5
4.5
Omega Ratio
0.9
0.9
0
1
1.5
2.5
2.5
Treynor Ratio
0.83
0.83
0
0.75
1.25
2
2
Information Ratio
-0.12
-0.12
-1
0.3
0.6
1
1
Calmar Ratio
0.83
0.83
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
29.74
High:ABBV
110.94ABBVLow:IAG.L
6.88IAG.LDetails
PEG Ratio
104.99
High:META
376.16METALow:IAG.L
22.69IAG.LDetails
Price/Book
9.35
High:NVDA
27.09NVDALow:ABBV
-59.71ABBVDetails
Price/Sales
8.05
High:AVGO
27.07AVGOLow:IAG.L
0.74IAG.LDetails
Price/CF
20.09
High:AVGO
61.1AVGOLow:IAG.L
3.6IAG.LDetails
Price/FCF
64.75
High:BABA
1,196.17BABALow:IAG.L
8.86IAG.LDetails
P/E Ratio
29.74
High:ABBV
110.94ABBVLow:IAG.L
6.88IAG.LDetails
PEG Ratio
104.99
High:META
376.16METALow:IAG.L
22.69IAG.LDetails
Price/Book
9.35
High:NVDA
27.09NVDALow:ABBV
-59.71ABBVDetails
Price/Sales
8.05
High:AVGO
27.07AVGOLow:IAG.L
0.74IAG.LDetails
Price/CF
20.09
High:AVGO
61.1AVGOLow:IAG.L
3.6IAG.LDetails
Price/FCF
64.75
High:BABA
1,196.17BABALow:IAG.L
8.86IAG.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-17.44% | Apr 2024 | May 2024 | 1 |
-13.99% | Jun 2024 | Jan 2025 | 7 |
-9.25% | Feb 2026 | May 2026 | 3 |
-8.1% | Mar 2025 | Sep 2025 | 6 |
-1.92% | Jun 2026 | - | 1 |