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+0%
Today
-3.8%
This Month
-9.79%
Year To Date
+42.59%
2 Years
+131.01%
5 Years
+3.41%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology51.27%
- 🖥️ Technology Services12.51%
- 💰 Finance7.54%
- 🚗 Consumer Durables6.58%
- 🧬 Health Technology5.5%
- 🚚 Transportation4.88%
- 🍞 Consumer Non Durables3.58%
- 🛍️ Retail Trade3.49%
- 👥 Copy Trading1.67%
- 🧪 Process Industries0.98%
- 📊 ETFs0.88%
- ⚡ Utilities0.51%
- 💼 Commercial Services0.35%
- 💇♀️ Consumer Services0.25%
- 🪙 Cryptocurrencies0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq42.42%
- 🇺🇸 NYSE27.84%
- 🇬🇧 LSE26.36%
- 🇫🇷 Euronext Paris2.47%
- 🇺🇸 Chicago Board Options Exchange0.45%
- 🇩🇪 FRA0.44%
- 🌍 Digital Currency0.01%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States67.55%
- 🇬🇧 United Kingdom26.36%
- 🇳🇱 Netherlands1.4%
- 🇨🇳 China1.17%
- 🇫🇷 France1.07%
- 🇮🇪 Ireland1.01%
- 🇩🇪 Germany0.44%
- 🇨🇦 Canada0.11%
Dividends
Dividend Yield
0.96%
32 out of 62 instruments pay dividend.
7 dividend payments in the next 30 days.
Highest Dividend: $JKS (18.27%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 RR.L | 0.2% | 0.84% | - |
 BNP.PA | 0.07% | 6.76% | $4.6 |
 QCOM | 0.06% | 2.49% | $3.25 |
 JPM | 0.05% | 2.18% | $4.4 |
 DELL | 0.05% | 2.19% | $1.63 |
 TAP | 0.05% | 3.05% | $1.7 |
 JKS | 0.05% | 18.27% | $1.48 |
 F | 0.04% | 7.79% | $0.78 |
 AVGO | 0.04% | 1.31% | $19.7 |
 SON | 0.04% | 4.76% | $2.05 |
 KHC | 0.03% | 5.43% | $1.6 |
 DGE.L | 0.03% | 3.87% | $0.81 |
 NG.L | 0.03% | 5.1% | $0.57 |
 PAH3.DE | 0.03% | 5.68% | $2.56 |
 GE | 0.02% | 0.81% | $0.44 |
 LDOS | 0.02% | 1.12% | $1.5 |
 AIR.PA | 0.02% | 1.47% | $1.8 |
 JACK | 0.02% | 7.58% | $1.76 |
 IBKR | 0.02% | 0.67% | $0.55 |
 LLY | 0.02% | 0.64% | $4.86 |
 ALLY | 0.01% | 3.79% | $1.2 |
 PSN.L | 0.01% | 4.96% | $0.6 |
 MRVL | 0.01% | 0.46% | $0.24 |
 KRO | 0.01% | 4.94% | $0.76 |
 MKS.L | 0.01% | 0.73% | $0.03 |
 Magnificent-7 | 0.01% | 0.4% | - |
 MMS | 0.01% | 1.78% | $1.18 |
 MU | 0.01% | 0.67% | $0.46 |
 NVDA | 0% | 0.04% | $0.02 |
 JD.L | 0% | 1.24% | $0.01 |
 FL | 0% | 1.89% | $1.6 |
 CQQQ | 0% | 0.23% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
AIR.PA | Ex-Dividend | Apr 22, 2025 | $1.04 |
DELL | Ex-Dividend | Apr 22, 2025 | $0.52 |
AIR.PA | Pay Day | Apr 24, 2025 | $1.04 |
DGE.L | Pay Day | Apr 24, 2025 | $0.50 |
GE | Pay Day | Apr 25, 2025 | $0.36 |
JPM | Pay Day | Apr 30, 2025 | $1.40 |
ALLY | Ex-Dividend | May 1, 2025 | $0.30 |
MRVL | Pay Day | May 1, 2025 | $0.06 |
DELL | Pay Day | May 2, 2025 | $0.52 |
SON | Ex-Dividend | May 9, 2025 | $0.53 |
ALLY | Pay Day | May 15, 2025 | $0.30 |
MMS | Ex-Dividend | May 15, 2025 | $0.30 |
 MSFT (Magnificent-7) | Ex-Dividend | May 15, 2025 | $0.83 |
BNP.PA | Ex-Dividend | May 19, 2025 | $4.95 |
BNP.PA | Pay Day | May 21, 2025 | $4.95 |
IBKR | Ex-Dividend | May 30, 2025 | $0.32 |
MMS | Pay Day | May 31, 2025 | $0.30 |
QCOM | Ex-Dividend | Jun 5, 2025 | $0.89 |
SON | Pay Day | Jun 10, 2025 | $0.53 |
MSFT (Magnificent-7) | Pay Day | Jun 12, 2025 | $0.83 |
IBKR | Pay Day | Jun 13, 2025 | $0.32 |
PSN.L | Ex-Dividend | Jun 19, 2025 | $0.52 |
QCOM | Pay Day | Jun 26, 2025 | $0.89 |
PSN.L | Pay Day | Jul 11, 2025 | $0.52 |
Performance Metrics
Score 5.2/10
Beta
0.99
0.99
0
0.8
1.2
0
2
Sharpe Ratio
0.27
0.27
0
0.5
1
1.5
1.5
Sortino Ratio
0.49
0.49
0
1
2
3
3
Jensen's Alpha
6.16
6.16
-2
0
2
7
7
Omega Ratio
1.14
1.14
0
1
1.5
2.5
2.5
Treynor Ratio
1.23
1.23
0
0.75
1.25
2
2
Information Ratio
0.11
0.11
0
0.3
0.6
1
1
Calmar Ratio
0.06
0.06
0
0.3
0.6
1
1
Beta
0.99
0.99
0
0.8
1.2
0
2
Sharpe Ratio
0.27
0.27
0
0.5
1
1.5
1.5
Sortino Ratio
0.49
0.49
0
1
2
3
3
Jensen's Alpha
6.16
6.16
-2
0
2
7
7
Omega Ratio
1.14
1.14
0
1
1.5
2.5
2.5
Treynor Ratio
1.23
1.23
0
0.75
1.25
2
2
Information Ratio
0.11
0.11
0
0.3
0.6
1
1
Calmar Ratio
0.06
0.06
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
34.01
High:
PLTR
495.93PLTRLow:
TWLO
-133.75TWLODetails
PEG Ratio
210.16
High:
RR.L
637.52RR.LLow:
MRVL
-904.67MRVLDetails
Price/Book
12.51
High:
APP
74.33APPLow:RR.L
-66.62RR.LDetails
Price/Sales
7.75
High:PLTR
82.74PLTRLow:
JKS
0.06JKSDetails
Price/CF
34.53
High:PLTR
165.72PLTRLow:
UAL
2.23UALDetails
Price/FCF
45.78
High:
WOLF
10,383.7WOLFLow:UAL
4.76UALDetails
P/E Ratio
34.01
High:PLTR
495.93PLTRLow:TWLO
-133.75TWLODetails
PEG Ratio
210.16
High:RR.L
637.52RR.LLow:MRVL
-904.67MRVLDetails
Price/Book
12.51
High:APP
74.33APPLow:RR.L
-66.62RR.LDetails
Price/Sales
7.75
High:PLTR
82.74PLTRLow:JKS
0.06JKSDetails
Price/CF
34.53
High:PLTR
165.72PLTRLow:UAL
2.23UALDetails
Price/FCF
45.78
High:WOLF
10,383.7WOLFLow:UAL
4.76UALDetails
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 |
-12.15% | Feb 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 |