Loading...
+12.59%
This Month
-3.63%
Year To Date
+65.4%
2 Years
+42.07%
5 Years
+101.38%
10 Years
+9.67%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading41.59%
- 🖥️ Technology Services22.91%
- 🪙 Cryptocurrencies20.26%
- 🛍️ Retail Trade13.26%
- 💰 Finance1.89%
- 💵 Cash0.12%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq65.16%
- 🌍 Digital Currency22.29%
- 🇺🇸 NYSE6.26%
- 🇩🇪 FRA0.74%
- 🇬🇧 LSE0.28%
- 🇳🇱 Euronext Amsterdam0.24%
- 🇭🇰 Hong Kong Exchanges0.2%
- 🇫🇷 Euronext Paris0.08%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States64.05%
- 🇺🇾 Uruguay2.31%
- 🇸🇬 Singapore0.75%
- 🇩🇪 Germany0.74%
- 🇨🇦 Canada0.63%
- 🇨🇳 China0.38%
- 🇯🇵 Japan0.35%
- 🇳🇱 Netherlands0.31%
- 🇩🇰 Denmark0.31%
- 🇬🇧 United Kingdom0.28%
- 🇨🇿 Czech Republic0.24%
- 🇮🇱 Israel0.13%
- 🇫🇷 France0.08%
Dividends
Dividend Yield
0.17%
2 out of 9 instruments pay dividend.
5 dividend payments in the next 30 days.
Highest Dividend: DavidGiles (0.36%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 DavidGiles | 0.15% | 0.36% | - |
 GOOGL | 0.03% | 0.25% | $0.2 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 0916.HK (DavidGiles) | Ex-Dividend | May 4, 2026 | $0.09 |
 CNXC (DavidGiles) | Pay Day | May 5, 2026 | $0.36 |
 SAP.DE (DavidGiles) | Ex-Dividend | May 6, 2026 | $2.95 |
 MA (DavidGiles) | Pay Day | May 8, 2026 | $0.87 |
SAP.DE (DavidGiles) | Pay Day | May 8, 2026 | $2.95 |
 PG (DavidGiles) | Pay Day | May 15, 2026 | $1.09 |
 MSFT (DavidGiles) | Ex-Dividend | May 21, 2026 | $0.91 |
 JNJ (DavidGiles) | Ex-Dividend | May 26, 2026 | $1.34 |
 TEP.PA (DavidGiles) | Ex-Dividend | May 26, 2026 | $5.23 |
TEP.PA (DavidGiles) | Pay Day | May 28, 2026 | $5.23 |
JNJ (DavidGiles) | Pay Day | Jun 9, 2026 | $1.34 |
MSFT (DavidGiles) | Pay Day | Jun 11, 2026 | $0.91 |
0916.HK (DavidGiles) | Pay Day | Jun 26, 2026 | $0.09 |
 DIS (DavidGiles) | Ex-Dividend | Jun 30, 2026 | $0.75 |
DIS (DavidGiles) | Pay Day | Jul 22, 2026 | $0.75 |
Performance Metrics
Score 3.3/10
Beta
1.18
1.18
0
0.8
1.2
0
2
Sharpe Ratio
0.31
0.31
0
0.5
1
1.5
1.5
Sortino Ratio
0.48
0.48
0
1
2
3
3
Jensen's Alpha
-3.42
-3.42
-4
0
2
4.5
4.5
Omega Ratio
0.94
0.94
0
1
1.5
2.5
2.5
Treynor Ratio
0.62
0.62
0
0.75
1.25
2
2
Information Ratio
-0.08
-0.08
-1
0.3
0.6
1
1
Calmar Ratio
0.13
0.13
0
0.3
0.6
1
1
Beta
1.18
1.18
0
0.8
1.2
0
2
Sharpe Ratio
0.31
0.31
0
0.5
1
1.5
1.5
Sortino Ratio
0.48
0.48
0
1
2
3
3
Jensen's Alpha
-3.42
-3.42
-4
0
2
4.5
4.5
Omega Ratio
0.94
0.94
0
1
1.5
2.5
2.5
Treynor Ratio
0.62
0.62
0
0.75
1.25
2
2
Information Ratio
-0.08
-0.08
-1
0.3
0.6
1
1
Calmar Ratio
0.13
0.13
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
34.45
High:
PLTR
231.34PLTRLow:GOOGL
31.62GOOGLDetails
PEG Ratio
157.04
High:
MELI
1,046.73MELILow:
SE
14.44SEDetails
Price/Book
8.64
High:PLTR
47.39PLTRLow:
UPST
4.28UPSTDetails
Price/Sales
6.47
High:PLTR
84.18PLTRLow:SE
2.55SEDetails
Price/CF
21.92
High:PLTR
214.31PLTRLow:MELI
11.2MELIDetails
Price/FCF
90.27
High:
AMZN
325.85AMZNLow:MELI
12.83MELIDetails
P/E Ratio
34.45
High:PLTR
231.34PLTRLow:GOOGL
31.62GOOGLDetails
PEG Ratio
157.04
High:MELI
1,046.73MELILow:SE
14.44SEDetails
Price/Book
8.64
High:PLTR
47.39PLTRLow:UPST
4.28UPSTDetails
Price/Sales
6.47
High:PLTR
84.18PLTRLow:SE
2.55SEDetails
Price/CF
21.92
High:PLTR
214.31PLTRLow:MELI
11.2MELIDetails
Price/FCF
90.27
High:AMZN
325.85AMZNLow:MELI
12.83MELIDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-57.94% | Nov 2021 | Nov 2024 | 36 |
-30.49% | Sep 2018 | Nov 2020 | 26 |
-22.08% | Nov 2025 | - | 6 |
-15.66% | Feb 2025 | May 2025 | 3 |
-9.84% | May 2021 | Aug 2021 | 3 |
-5.8% | Sep 2021 | Oct 2021 | 1 |
-0.52% | Dec 2024 | Jan 2025 | 1 |