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+0.74%
This Month
+28.03%
Year To Date
+88.75%
2 Years
+190.76%
5 Years
+77.01%
10 Years
+8.5%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology51.12%
- 🖥️ Technology Services19.29%
- 💰 Finance7.04%
- 🚗 Consumer Durables5.9%
- 🚚 Transportation4.89%
- 🧬 Health Technology3.59%
- 🛍️ Retail Trade2.15%
- 🍞 Consumer Non Durables2.12%
- 👥 Copy Trading1.52%
- 📊 ETFs0.84%
- 🧪 Process Industries0.75%
- ⚡ Utilities0.31%
- 💼 Commercial Services0.3%
- 💇♀️ Consumer Services0.14%
- 💵 Cash0.03%
- 🪙 Cryptocurrencies0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq49.89%
- 🇬🇧 LSE25.67%
- 🇺🇸 NYSE20.11%
- 🇫🇷 Euronext Paris2.75%
- 🇮🇹 Borsa Italiana0.75%
- 🇺🇸 Chicago Board Options Exchange0.48%
- 🇩🇪 FRA0.3%
- 🌍 Digital Currency0.01%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States66.39%
- 🇬🇧 United Kingdom25.67%
- 🇫🇷 France1.5%
- 🇳🇱 Netherlands1.25%
- 🇮🇱 Israel1.14%
- 🇨🇳 China1.13%
- 🇮🇪 Ireland0.87%
- 🇮🇹 Italy0.75%
- 🇩🇪 Germany0.3%
- 🇨🇦 Canada0.11%
Dividends
Dividend Yield
0.75%
36 out of 67 instruments pay dividend.
15 dividend payments in the next 30 days.
Highest Dividend: $JACK (6.5%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 RR.L | 0.23% | 0.98% | - |
 BNP.PA | 0.05% | 6.26% | $4.6 |
 QCOM | 0.04% | 2.18% | $3.25 |
 JPM | 0.04% | 1.8% | $4.4 |
 DELL | 0.04% | 1.55% | $1.63 |
 TAP | 0.03% | 3.69% | $1.7 |
 F | 0.03% | 6.41% | $0.78 |
 BA.L | 0.03% | 1.92% | $0.3 |
 AVGO | 0.03% | 0.69% | $19.7 |
 SON | 0.02% | 4.55% | $2.05 |
 KHC | 0.02% | 5.89% | $1.6 |
 DGE.L | 0.02% | 3.89% | $0.81 |
 PAH3.DE | 0.02% | 5.31% | $2.56 |
 NG.L | 0.01% | 4.53% | $0.57 |
 LDOS | 0.01% | 0.9% | $1.5 |
 AIR.PA | 0.01% | 1.09% | $1.8 |
 JKS | 0.01% | 4.97% | $1.48 |
 IBKR | 0.01% | 0.47% | $0.55 |
 INTU | 0.01% | 0.64% | $3.6 |
 LLY | 0.01% | 0.8% | $4.86 |
 JACK | 0.01% | 6.5% | $1.76 |
 ALLY | 0.01% | 2.9% | $1.2 |
 LDO.MI | 0.01% | 1.1% | $0.28 |
 PSN.L | 0.01% | 5.49% | $0.6 |
 SAF.PA | 0.01% | 1.04% | $2.2 |
 MRVL | 0.01% | 0.38% | $0.24 |
 META | 0.01% | 0.27% | $1 |
 Magnificent-7 | 0% | 0.29% | - |
 MMS | 0% | 1.36% | $1.18 |
 MU | 0% | 0.35% | $0.46 |
 FL | 0% | 1.89% | $1.6 |
 KRO | 0% | 3.26% | $0.76 |
 JD.L | 0% | 1.07% | $0.01 |
 NVDA | 0% | 0.02% | $0.02 |
 CQQQ | 0% | 0.25% | - |
 WDC | 0% | 0.22% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 GOOGL (Magnificent-7) | Ex-Dividend | Sep 8, 2025 | $0.21 |
LLY | Pay Day | Sep 10, 2025 | $1.50 |
SON | Pay Day | Sep 10, 2025 | $0.53 |
NVDA | Ex-Dividend | Sep 11, 2025 | $0.01 |
 MSFT (Magnificent-7) | Pay Day | Sep 11, 2025 | $0.83 |
NVDA (Magnificent-7) | Ex-Dividend | Sep 11, 2025 | $0.01 |
IBKR | Pay Day | Sep 12, 2025 | $0.08 |
LDOS | Ex-Dividend | Sep 15, 2025 | $0.40 |
GOOGL (Magnificent-7) | Pay Day | Sep 15, 2025 | $0.21 |
WDC | Pay Day | Sep 18, 2025 | $0.10 |
KRO | Pay Day | Sep 18, 2025 | $0.05 |
TAP | Pay Day | Sep 19, 2025 | $0.47 |
AVGO | Ex-Dividend | Sep 22, 2025 | $0.59 |
QCOM | Pay Day | Sep 25, 2025 | $0.89 |
BNP.PA | Ex-Dividend | Sep 26, 2025 | $3.05 |
KHC | Pay Day | Sep 26, 2025 | $0.40 |
BNP.PA | Pay Day | Sep 30, 2025 | $3.05 |
LDOS | Pay Day | Sep 30, 2025 | $0.40 |
AVGO | Pay Day | Sep 30, 2025 | $0.59 |
NVDA | Pay Day | Oct 2, 2025 | $0.01 |
NVDA (Magnificent-7) | Pay Day | Oct 2, 2025 | $0.01 |
INTU | Ex-Dividend | Oct 9, 2025 | $1.20 |
DGE.L | Ex-Dividend | Oct 16, 2025 | $0.84 |
PSN.L | Ex-Dividend | Oct 16, 2025 | $0.27 |
INTU | Pay Day | Oct 17, 2025 | $1.20 |
DELL | Ex-Dividend | Oct 21, 2025 | $0.52 |
DELL | Pay Day | Oct 31, 2025 | $0.52 |
PSN.L | Pay Day | Nov 7, 2025 | $0.27 |
DGE.L | Pay Day | Dec 4, 2025 | $0.84 |
CQQQ | Pay Day | Dec 27, 2025 | $0.00 |
Performance Metrics
Score 5.5/10
Beta
1.01
1.01
0
0.8
1.2
0
2
Sharpe Ratio
0.33
0.33
0
0.5
1
1.5
1.5
Sortino Ratio
0.61
0.61
0
1
2
3
3
Jensen's Alpha
7.82
7.82
-2
0
2
8
8
Omega Ratio
1.19
1.19
0
1
1.5
2.5
2.5
Treynor Ratio
1.46
1.46
0
0.75
1.25
2
2
Information Ratio
0.15
0.15
0
0.3
0.6
1
1
Calmar Ratio
0.13
0.13
0
0.3
0.6
1
1
Beta
1.01
1.01
0
0.8
1.2
0
2
Sharpe Ratio
0.33
0.33
0
0.5
1
1.5
1.5
Sortino Ratio
0.61
0.61
0
1
2
3
3
Jensen's Alpha
7.82
7.82
-2
0
2
8
8
Omega Ratio
1.19
1.19
0
1
1.5
2.5
2.5
Treynor Ratio
1.46
1.46
0
0.75
1.25
2
2
Information Ratio
0.15
0.15
0
0.3
0.6
1
1
Calmar Ratio
0.13
0.13
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
43.34
High:
TWLO
870.53TWLOLow:
MRVL
-505.92MRVLDetails
PEG Ratio
133.89
High:TWLO
836.27TWLOLow:MRVL
-565.89MRVLDetails
Price/Book
17.97
High:
APP
145.13APPLow:
NIO
-76.32NIODetails
Price/Sales
12.15
High:
PLTR
116.31PLTRLow:
JKS
0.11JKSDetails
Price/CF
37.4
High:
PSN.L
391.34PSN.LLow:
IBKR
0.74IBKRDetails
Price/FCF
51.43
High:
WOLF
10,383.7WOLFLow:IBKR
0.74IBKRDetails
P/E Ratio
43.34
High:TWLO
870.53TWLOLow:MRVL
-505.92MRVLDetails
PEG Ratio
133.89
High:TWLO
836.27TWLOLow:MRVL
-565.89MRVLDetails
Price/Book
17.97
High:APP
145.13APPLow:NIO
-76.32NIODetails
Price/Sales
12.15
High:PLTR
116.31PLTRLow:JKS
0.11JKSDetails
Price/CF
37.4
High:PSN.L
391.34PSN.LLow:IBKR
0.74IBKRDetails
Price/FCF
51.43
High:WOLF
10,383.7WOLFLow:IBKR
0.74IBKRDetails
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 |