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+1.65%
This Month
+23.85%
Year To Date
+144.32%
2 Years
+96.2%
5 Years
+115.21%
10 Years
+11.57%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading35.37%
- 🪙 Cryptocurrencies26.85%
- 🖥️ Technology Services20.03%
- 🛍️ Retail Trade12.8%
- 💰 Finance3.61%
- 💵 Cash0.1%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq56.99%
- 🌍 Digital Currency30.1%
- 🇺🇸 NYSE4.63%
- 🇩🇪 FRA0.98%
- 🇬🇧 LSE0.23%
- 🇭🇰 Hong Kong Exchanges0.23%
- 🇫🇷 Euronext Paris0.09%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States54.47%
- 🇺🇾 Uruguay2.76%
- 🇸🇬 Singapore1.56%
- 🇩🇪 Germany0.98%
- 🇨🇦 Canada0.68%
- 🇯🇵 Japan0.62%
- 🇨🇳 China0.42%
- 🇬🇧 United Kingdom0.23%
- 🇳🇱 Netherlands0.16%
- 🇮🇱 Israel0.15%
- 🇫🇷 France0.09%
Dividends
Dividend Yield
0.14%
2 out of 9 instruments pay dividend.
6 dividend payments in the next 30 days.
Highest Dividend: $GOOGL (0.34%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 DavidGiles | 0.12% | 0.34% | - |
 GOOGL | 0.02% | 0.34% | $0.2 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 MSFT (DavidGiles) | Pay Day | Sep 11, 2025 | $0.83 |
 NVDA (DavidGiles) | Ex-Dividend | Sep 11, 2025 | $0.01 |
GOOGL | Pay Day | Sep 15, 2025 | $0.21 |
 GOOG (DavidGiles) | Pay Day | Sep 15, 2025 | $0.21 |
 EA (DavidGiles) | Pay Day | Sep 17, 2025 | $0.19 |
 CRM (DavidGiles) | Ex-Dividend | Sep 17, 2025 | $0.42 |
NVDA (DavidGiles) | Pay Day | Oct 2, 2025 | $0.01 |
CRM (DavidGiles) | Pay Day | Oct 9, 2025 | $0.42 |
Performance Metrics
Score 3.9/10
Beta
1.18
1.18
0
0.8
1.2
0
2
Sharpe Ratio
0.42
0.42
0
0.5
1
1.5
1.5
Sortino Ratio
0.66
0.66
0
1
2
3
3
Jensen's Alpha
-1.3
-1.3
-2
0
2
4.5
4.5
Omega Ratio
1.03
1.03
0
1
1.5
2.5
2.5
Treynor Ratio
0.84
0.84
0
0.75
1.25
2
2
Information Ratio
0.03
0.03
0
0.3
0.6
1
1
Calmar Ratio
0.19
0.19
0
0.3
0.6
1
1
Beta
1.18
1.18
0
0.8
1.2
0
2
Sharpe Ratio
0.42
0.42
0
0.5
1
1.5
1.5
Sortino Ratio
0.66
0.66
0
1
2
3
3
Jensen's Alpha
-1.3
-1.3
-2
0
2
4.5
4.5
Omega Ratio
1.03
1.03
0
1
1.5
2.5
2.5
Treynor Ratio
0.84
0.84
0
0.75
1.25
2
2
Information Ratio
0.03
0.03
0
0.3
0.6
1
1
Calmar Ratio
0.19
0.19
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
33.36
High:
PLTR
518.78PLTRLow:
UPST
-894.1UPSTDetails
PEG Ratio
178.65
High:PLTR
662PLTRLow:UPST
-922.63UPSTDetails
Price/Book
8.49
High:PLTR
62.45PLTRLow:
ROKU
5.65ROKUDetails
Price/Sales
5.54
High:PLTR
116.28PLTRLow:ROKU
3.38ROKUDetails
Price/CF
19.7
High:PLTR
202PLTRLow:
GOOGL
16.08GOOGLDetails
Price/FCF
69.02
High:PLTR
204.47PLTRLow:
MELI
22.87MELIDetails
P/E Ratio
33.36
High:PLTR
518.78PLTRLow:UPST
-894.1UPSTDetails
PEG Ratio
178.65
High:PLTR
662PLTRLow:UPST
-922.63UPSTDetails
Price/Book
8.49
High:PLTR
62.45PLTRLow:ROKU
5.65ROKUDetails
Price/Sales
5.54
High:PLTR
116.28PLTRLow:ROKU
3.38ROKUDetails
Price/CF
19.7
High:PLTR
202PLTRLow:GOOGL
16.08GOOGLDetails
Price/FCF
69.02
High:PLTR
204.47PLTRLow:MELI
22.87MELIDetails
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 |