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+0.97%
Today
+1.14%
This Month
+8.64%
Year To Date
+101.27%
2 Years
+92.05%
5 Years
+9.87%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading36.87%
- 🪙 Cryptocurrencies28.2%
- 🖥️ Technology Services18.37%
- 🛍️ Retail Trade13.37%
- 💰 Finance3.52%
- 💵 Cash0.1%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq59.56%
- 🌍 Digital Currency30.91%
- 🇺🇸 NYSE5.25%
- 🇩🇪 FRA1.33%
- 🇬🇧 LSE0.29%
- 🇭🇰 Hong Kong Exchanges0.26%
- 🇫🇷 Euronext Paris0.13%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States56.75%
- 🇺🇾 Uruguay3.25%
- 🇸🇬 Singapore1.44%
- 🇩🇪 Germany1.33%
- 🇯🇵 Japan0.78%
- 🇨🇦 Canada0.68%
- 🇨🇳 China0.46%
- 🇬🇧 United Kingdom0.29%
- 🇮🇱 Israel0.26%
- 🇳🇱 Netherlands0.2%
- 🇫🇷 France0.13%
Dividends
Dividend Yield
0.19%
2 out of 9 instruments pay dividend.
6 dividend payments in the next 30 days.
Highest Dividend: $GOOGL (0.49%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 DavidGiles | 0.16% | 0.45% | - |
 GOOGL | 0.03% | 0.49% | $0.2 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 DIS (DavidGiles) | Ex-Dividend | Jun 24, 2025 | $0.50 |
 META (DavidGiles) | Pay Day | Jun 26, 2025 | $0.52 |
 NVDA (DavidGiles) | Pay Day | Jul 3, 2025 | $0.01 |
 BABA (DavidGiles) | Pay Day | Jul 10, 2025 | $1.05 |
 CRM (DavidGiles) | Pay Day | Jul 10, 2025 | $0.42 |
 SBRY.L (DavidGiles) | Pay Day | Jul 11, 2025 | $0.13 |
DIS (DavidGiles) | Pay Day | Jul 23, 2025 | $0.50 |
 0916.HK (DavidGiles) | Pay Day | Aug 15, 2025 | $0.03 |
 MSFT (DavidGiles) | Ex-Dividend | Aug 21, 2025 | $0.83 |
MSFT (DavidGiles) | Pay Day | Sep 11, 2025 | $0.83 |
Performance Metrics
Score 3.8/10
Beta
1.18
1.18
0
0.8
1.2
0
2
Sharpe Ratio
0.37
0.37
0
0.5
1
1.5
1.5
Sortino Ratio
0.58
0.58
0
1
2
3
3
Jensen's Alpha
-1.41
-1.41
-2
0
2
4.5
4.5
Omega Ratio
1.01
1.01
0
1
1.5
2.5
2.5
Treynor Ratio
0.75
0.75
0
0.75
1.25
2
2
Information Ratio
0.02
0.02
0
0.3
0.6
1
1
Calmar Ratio
0.16
0.16
0
0.3
0.6
1
1
Beta
1.18
1.18
0
0.8
1.2
0
2
Sharpe Ratio
0.37
0.37
0
0.5
1
1.5
1.5
Sortino Ratio
0.58
0.58
0
1
2
3
3
Jensen's Alpha
-1.41
-1.41
-2
0
2
4.5
4.5
Omega Ratio
1.01
1.01
0
1
1.5
2.5
2.5
Treynor Ratio
0.75
0.75
0
0.75
1.25
2
2
Information Ratio
0.02
0.02
0
0.3
0.6
1
1
Calmar Ratio
0.16
0.16
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
29.94
High:
PLTR
599.56PLTRLow:
ROKU
-111.04ROKUDetails
PEG Ratio
271.46
High:PLTR
726.71PLTRLow:ROKU
-135.88ROKUDetails
Price/Book
7.56
High:PLTR
59.73PLTRLow:ROKU
4.7ROKUDetails
Price/Sales
4.58
High:PLTR
112.52PLTRLow:ROKU
2.78ROKUDetails
Price/CF
18.48
High:PLTR
161.45PLTRLow:
GOOGL
14.33GOOGLDetails
Price/FCF
56.69
High:PLTR
163.42PLTRLow:
MELI
19.97MELIDetails
P/E Ratio
29.94
High:PLTR
599.56PLTRLow:ROKU
-111.04ROKUDetails
PEG Ratio
271.46
High:PLTR
726.71PLTRLow:ROKU
-135.88ROKUDetails
Price/Book
7.56
High:PLTR
59.73PLTRLow:ROKU
4.7ROKUDetails
Price/Sales
4.58
High:PLTR
112.52PLTRLow:ROKU
2.78ROKUDetails
Price/CF
18.48
High:PLTR
161.45PLTRLow:GOOGL
14.33GOOGLDetails
Price/FCF
56.69
High:PLTR
163.42PLTRLow:MELI
19.97MELIDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-57.94% | Nov 2021 | Nov 2024 | 36 |
-30.49% | Sep 2018 | Nov 2020 | 26 |
-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 |