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+7.88%
This Month
-0.86%
Year To Date
+37.7%
2 Years
+35.63%
5 Years
+35.63%
10 Years
+21.23%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🧬 Health Technology29.48%
- 🖥️ Technology Services17.42%
- 💻 Electronic Technology14.23%
- 👥 Copy Trading13.37%
- 🛍️ Retail Trade12.34%
- 📊 ETFs4.39%
- 💵 Cash3.51%
- 🧩 Miscellaneous3.5%
- 💇♀️ Consumer Services1.04%
- ❓ Other0.82%
- 🚚 Transportation0.34%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq45.81%
- 🇺🇸 NYSE40.23%
- 🇩🇪 Xetra ETFs4.39%
- 🇭🇰 Hong Kong Exchanges3.23%
- 🇫🇷 Euronext Paris0.81%
- 🇬🇧 LSE0.69%
- 🇮🇹 Borsa Italiana0.63%
- 🇪🇸 Bolsa De Madrid0.41%
- 🇳🇱 Euronext Amsterdam0.3%
- 🇩🇪 FRA0.27%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States67.31%
- 🇬🇧 United Kingdom8.07%
- 🇨🇳 China5.05%
- 🇹🇼 Taiwan2.57%
- 🇯🇵 Japan1.39%
- 🇨🇦 Canada1.03%
- 🇫🇷 France0.81%
- 🇮🇹 Italy0.63%
- 🇪🇸 Spain0.41%
- 🇳🇱 Netherlands0.3%
- 🇩🇪 Germany0.27%
- 🇮🇳 India0.22%
Dividends
Dividend Yield
1.37%
16 out of 20 instruments pay dividend.
12 dividend payments in the next 30 days.
Highest Dividend: $ABBV (3.3%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 TheBigBanks | 0.43% | 3.19% | - |
 ABBV | 0.26% | 3.3% | $6.06 |
 MRK | 0.18% | 2.84% | $3.04 |
 JNJ | 0.18% | 2.25% | $4.81 |
 AZN | 0.12% | 1.59% | $1.42 |
 MSFT | 0.05% | 0.85% | $3 |
 GD | 0.04% | 1.83% | $5.48 |
 SPY | 0.04% | 1.04% | - |
 META | 0.02% | 0.31% | $1 |
 TSM | 0.02% | 0.62% | $1.74 |
 DIS | 0.01% | 1.41% | $0.75 |
 GOOG | 0.01% | 0.25% | $0.2 |
 BABA | 0.01% | 0.73% | $0.98 |
 IAG.L | 0.01% | 2.12% | - |
 AVGO | 0.01% | 0.62% | $19.7 |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 UCG.MI (TheBigBanks) | Pay Day | Apr 22, 2026 | $2.04 |
 RY (TheBigBanks) | Ex-Dividend | Apr 23, 2026 | $1.20 |
 INGA.NV (TheBigBanks) | Pay Day | Apr 24, 2026 | $0.88 |
 BNS (TheBigBanks) | Pay Day | Apr 28, 2026 | $0.80 |
 JPM (TheBigBanks) | Pay Day | Apr 30, 2026 | $1.50 |
 MS (TheBigBanks) | Ex-Dividend | Apr 30, 2026 | $1.00 |
 TD (TheBigBanks) | Pay Day | Apr 30, 2026 | $0.79 |
 SAN.MC (TheBigBanks) | Ex-Dividend | Apr 30, 2026 | $0.14 |
 C (TheBigBanks) | Ex-Dividend | May 4, 2026 | $0.60 |
 PNC (TheBigBanks) | Pay Day | May 5, 2026 | $1.70 |
SAN.MC (TheBigBanks) | Pay Day | May 5, 2026 | $0.14 |
GD | Pay Day | May 8, 2026 | $1.59 |
ABBV | Pay Day | May 15, 2026 | $1.73 |
MS (TheBigBanks) | Pay Day | May 15, 2026 | $1.00 |
 BNP.PA (TheBigBanks) | Ex-Dividend | May 18, 2026 | $3.06 |
 ISP.MI (TheBigBanks) | Ex-Dividend | May 18, 2026 | $2.25 |
BNP.PA (TheBigBanks) | Pay Day | May 20, 2026 | $3.06 |
ISP.MI (TheBigBanks) | Pay Day | May 20, 2026 | $2.25 |
MSFT | Ex-Dividend | May 21, 2026 | $0.91 |
C (TheBigBanks) | Pay Day | May 22, 2026 | $0.60 |
RY (TheBigBanks) | Pay Day | May 22, 2026 | $1.20 |
JNJ | Ex-Dividend | May 26, 2026 | $1.34 |
 GLE.PA (TheBigBanks) | Ex-Dividend | Jun 1, 2026 | $1.19 |
 GS (TheBigBanks) | Ex-Dividend | Jun 1, 2026 | $4.50 |
GLE.PA (TheBigBanks) | Pay Day | Jun 3, 2026 | $1.19 |
JNJ | Pay Day | Jun 9, 2026 | $1.34 |
MSFT | Pay Day | Jun 11, 2026 | $0.91 |
TSM | Ex-Dividend | Jun 11, 2026 | $0.95 |
GS (TheBigBanks) | Pay Day | Jun 29, 2026 | $4.50 |
DIS | Ex-Dividend | Jun 30, 2026 | $0.75 |
 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 |
DIS | Pay Day | Jul 22, 2026 | $0.75 |
3328.HK (TheBigBanks) | Pay Day | Aug 14, 2026 | $0.02 |
0939.HK (TheBigBanks) | Pay Day | Aug 21, 2026 | $0.03 |
Performance Metrics
Score 3.3/10
Beta
1.47
1.47
0
0.8
1.2
0
2
Sharpe Ratio
0.36
0.36
0
0.5
1
1.5
1.5
Sortino Ratio
0.61
0.61
0
1
2
3
3
Jensen's Alpha
-6.33
-6.33
-7
0
2
4.5
4.5
Omega Ratio
0.95
0.95
0
1
1.5
2.5
2.5
Treynor Ratio
0.56
0.56
0
0.75
1.25
2
2
Information Ratio
-0.06
-0.06
-1
0.3
0.6
1
1
Calmar Ratio
0.64
0.64
0
0.3
0.6
1
1
Beta
1.47
1.47
0
0.8
1.2
0
2
Sharpe Ratio
0.36
0.36
0
0.5
1
1.5
1.5
Sortino Ratio
0.61
0.61
0
1
2
3
3
Jensen's Alpha
-6.33
-6.33
-7
0
2
4.5
4.5
Omega Ratio
0.95
0.95
0
1
1.5
2.5
2.5
Treynor Ratio
0.56
0.56
0
0.75
1.25
2
2
Information Ratio
-0.06
-0.06
-1
0.3
0.6
1
1
Calmar Ratio
0.64
0.64
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
32.72
High:ABBV
86.27ABBVLow:
RKLB
-225.65RKLBDetails
PEG Ratio
-500.17
High:MRK
204.02MRKLow:RKLB
-11,532.17RKLBDetails
Price/Book
9.43
High:NVDA
31.22NVDALow:ABBV
-112.66ABBVDetails
Price/Sales
7.54
High:RKLB
80.67RKLBLow:IAG.L
0.7IAG.LDetails
Price/CF
22.76
High:AVGO
54.55AVGOLow:IAG.L
3.6IAG.LDetails
Price/FCF
72.14
High:BABA
1,196.17BABALow:IAG.L
8.86IAG.LDetails
P/E Ratio
32.72
High:ABBV
86.27ABBVLow:RKLB
-225.65RKLBDetails
PEG Ratio
-500.17
High:MRK
204.02MRKLow:RKLB
-11,532.17RKLBDetails
Price/Book
9.43
High:NVDA
31.22NVDALow:ABBV
-112.66ABBVDetails
Price/Sales
7.54
High:RKLB
80.67RKLBLow:IAG.L
0.7IAG.LDetails
Price/CF
22.76
High:AVGO
54.55AVGOLow:IAG.L
3.6IAG.LDetails
Price/FCF
72.14
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 | - | 3 |
-8.1% | Mar 2025 | Sep 2025 | 6 |