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+1.23%
Today
+2.3%
This Month
+12.36%
Year To Date
+63.92%
2 Years
+185.99%
5 Years
+6.74%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology49.88%
- 🖥️ Technology Services15.57%
- 🚚 Transportation7.44%
- 💰 Finance7.04%
- 🚗 Consumer Durables5.86%
- 🧬 Health Technology4.26%
- 🍞 Consumer Non Durables2.59%
- 🛍️ Retail Trade2.14%
- 👥 Copy Trading1.56%
- 💵 Cash1.2%
- 📊 ETFs0.79%
- 🧪 Process Industries0.78%
- ⚡ Utilities0.38%
- 💼 Commercial Services0.28%
- 💇♀️ Consumer Services0.16%
- 🪙 Cryptocurrencies0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq45.06%
- 🇺🇸 NYSE24.87%
- 🇬🇧 LSE23.98%
- 🇫🇷 Euronext Paris3.03%
- 🇮🇹 Borsa Italiana0.99%
- 🇺🇸 Chicago Board Options Exchange0.44%
- 🇩🇪 FRA0.35%
- 🌍 Digital Currency0.01%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States65.31%
- 🇬🇧 United Kingdom23.98%
- 🇮🇱 Israel2.25%
- 🇫🇷 France1.72%
- 🇳🇱 Netherlands1.31%
- 🇨🇳 China1.06%
- 🇮🇹 Italy0.99%
- 🇮🇪 Ireland0.83%
- 🇩🇪 Germany0.35%
- 🇨🇦 Canada0.13%
Dividends
Dividend Yield
0.75%
34 out of 64 instruments pay dividend.
16 dividend payments in the next 30 days.
Highest Dividend: $JKS (15.97%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 RR.L | 0.15% | 0.68% | - |
 BNP.PA | 0.06% | 6.13% | $4.6 |
 QCOM | 0.05% | 2.3% | $3.25 |
 JPM | 0.04% | 2% | $4.4 |
 DELL | 0.04% | 1.63% | $1.63 |
 TAP | 0.04% | 3.52% | $1.7 |
 JKS | 0.04% | 15.97% | $1.48 |
 F | 0.03% | 7.32% | $0.78 |
 AVGO | 0.03% | 0.9% | $19.7 |
 SON | 0.03% | 4.65% | $2.05 |
 KHC | 0.02% | 6.02% | $1.6 |
 DGE.L | 0.02% | 4.15% | $0.81 |
 PAH3.DE | 0.02% | 5.61% | $2.56 |
 NG.L | 0.02% | 4.51% | $0.57 |
 GE | 0.02% | 0.58% | $0.44 |
 LDOS | 0.02% | 1.07% | $1.5 |
 AIR.PA | 0.02% | 1.21% | $1.8 |
 JACK | 0.01% | 8.83% | $1.76 |
 IBKR | 0.01% | 0.5% | $0.55 |
 LLY | 0.01% | 0.73% | $4.86 |
 ALLY | 0.01% | 3.33% | $1.2 |
 LDO.MI | 0.01% | 0.99% | $0.28 |
 PSN.L | 0.01% | 4.66% | $0.6 |
 SAF.PA | 0.01% | 1.09% | $2.2 |
 MRVL | 0.01% | 0.35% | $0.24 |
 Magnificent-7 | 0.01% | 0.32% | - |
 MMS | 0% | 1.71% | $1.18 |
 MU | 0% | 0.42% | $0.46 |
 FL | 0% | 1.89% | $1.6 |
 KRO | 0% | 3.03% | $0.76 |
 NVDA | 0% | 0.03% | $0.02 |
 JD.L | 0% | 1.24% | $0.01 |
 CQQQ | 0% | 0.26% | - |
 WDC | 0% | 0.18% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
KRO | Ex-Dividend | Jun 9, 2025 | $0.05 |
 GOOGL (Magnificent-7) | Ex-Dividend | Jun 9, 2025 | $0.21 |
LLY | Pay Day | Jun 10, 2025 | $1.50 |
SON | Pay Day | Jun 10, 2025 | $0.53 |
NVDA | Ex-Dividend | Jun 11, 2025 | $0.01 |
NVDA (Magnificent-7) | Ex-Dividend | Jun 11, 2025 | $0.01 |
 MSFT (Magnificent-7) | Pay Day | Jun 12, 2025 | $0.83 |
IBKR | Pay Day | Jun 13, 2025 | $0.32 |
LDOS | Ex-Dividend | Jun 16, 2025 | $0.40 |
 META (Magnificent-7) | Ex-Dividend | Jun 16, 2025 | $0.52 |
GOOGL (Magnificent-7) | Pay Day | Jun 16, 2025 | $0.21 |
WDC | Pay Day | Jun 18, 2025 | $0.10 |
KRO | Pay Day | Jun 18, 2025 | $0.05 |
PSN.L | Ex-Dividend | Jun 19, 2025 | $0.52 |
TAP | Pay Day | Jun 20, 2025 | $0.47 |
AVGO | Ex-Dividend | Jun 20, 2025 | $0.59 |
LDO.MI | Ex-Dividend | Jun 23, 2025 | $0.56 |
LDO.MI | Pay Day | Jun 25, 2025 | $0.56 |
QCOM | Pay Day | Jun 26, 2025 | $0.89 |
META (Magnificent-7) | Pay Day | Jun 26, 2025 | $0.52 |
KHC | Pay Day | Jun 27, 2025 | $0.40 |
LDOS | Pay Day | Jun 30, 2025 | $0.40 |
AVGO | Pay Day | Jun 30, 2025 | $0.59 |
JPM | Ex-Dividend | Jul 3, 2025 | $1.40 |
NVDA | Pay Day | Jul 3, 2025 | $0.01 |
NVDA (Magnificent-7) | Pay Day | Jul 3, 2025 | $0.01 |
PSN.L | Pay Day | Jul 11, 2025 | $0.52 |
JPM | Pay Day | Jul 31, 2025 | $1.40 |
CQQQ | Pay Day | Dec 27, 2025 | $0.00 |
Performance Metrics
Score 5.4/10
Beta
1.01
1.01
0
0.8
1.2
0
2
Sharpe Ratio
0.3
0.3
0
0.5
1
1.5
1.5
Sortino Ratio
0.55
0.55
0
1
2
3
3
Jensen's Alpha
7.53
7.53
-2
0
2
8
8
Omega Ratio
1.18
1.18
0
1
1.5
2.5
2.5
Treynor Ratio
1.36
1.36
0
0.75
1.25
2
2
Information Ratio
0.14
0.14
0
0.3
0.6
1
1
Calmar Ratio
0.1
0.1
0
0.3
0.6
1
1
Beta
1.01
1.01
0
0.8
1.2
0
2
Sharpe Ratio
0.3
0.3
0
0.5
1
1.5
1.5
Sortino Ratio
0.55
0.55
0
1
2
3
3
Jensen's Alpha
7.53
7.53
-2
0
2
8
8
Omega Ratio
1.18
1.18
0
1
1.5
2.5
2.5
Treynor Ratio
1.36
1.36
0
0.75
1.25
2
2
Information Ratio
0.14
0.14
0
0.3
0.6
1
1
Calmar Ratio
0.1
0.1
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
44.26
High:
PLTR
523.62PLTRLow:
TWLO
-586.98TWLODetails
PEG Ratio
272.17
High:
RR.L
782.12RR.LLow:TWLO
-617.7TWLODetails
Price/Book
17.37
High:
APP
243.52APPLow:
NIO
-139.34NIODetails
Price/Sales
10.48
High:PLTR
98.27PLTRLow:
JKS
0.08JKSDetails
Price/CF
31.32
High:PLTR
161.45PLTRLow:
IBKR
1.38IBKRDetails
Price/FCF
39.55
High:
WOLF
10,383.7WOLFLow:IBKR
1.4IBKRDetails
P/E Ratio
44.26
High:PLTR
523.62PLTRLow:TWLO
-586.98TWLODetails
PEG Ratio
272.17
High:RR.L
782.12RR.LLow:TWLO
-617.7TWLODetails
Price/Book
17.37
High:APP
243.52APPLow:NIO
-139.34NIODetails
Price/Sales
10.48
High:PLTR
98.27PLTRLow:JKS
0.08JKSDetails
Price/CF
31.32
High:PLTR
161.45PLTRLow:IBKR
1.38IBKRDetails
Price/FCF
39.55
High:WOLF
10,383.7WOLFLow:IBKR
1.4IBKRDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-61.42% | May 2018 | Jun 2021 | 37 |
-44.39% | Mar 2018 | Apr 2018 | 1 |
-34.01% | Dec 2021 | Dec 2023 | 24 |
-8.68% | Feb 2025 | May 2025 | 3 |
-7.48% | Jul 2021 | Oct 2021 | 3 |
-3.82% | Apr 2024 | May 2024 | 1 |
-2.39% | Dec 2024 | Jan 2025 | 1 |
-1.1% | Jan 2024 | Feb 2024 | 1 |
-1.1% | Oct 2024 | Nov 2024 | 1 |