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+0.12%
This Month
+20.75%
Year To Date
+94.27%
2 Years
+58.44%
5 Years
+109.82%
10 Years
+10.76%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading38.96%
- 🖥️ Technology Services24.38%
- 🪙 Cryptocurrencies22.08%
- 🛍️ Retail Trade11.85%
- 💰 Finance2.67%
- 💵 Cash0.11%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq62.44%
- 🌍 Digital Currency24.49%
- 🇺🇸 NYSE4.86%
- 🇩🇪 FRA0.91%
- 🇬🇧 LSE0.25%
- 🇭🇰 Hong Kong Exchanges0.2%
- 🇫🇷 Euronext Paris0.08%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States60.51%
- 🇺🇾 Uruguay2.43%
- 🇸🇬 Singapore1.05%
- 🇩🇪 Germany0.91%
- 🇨🇦 Canada0.79%
- 🇯🇵 Japan0.5%
- 🇨🇳 China0.4%
- 🇬🇧 United Kingdom0.25%
- 🇳🇱 Netherlands0.22%
- 🇮🇱 Israel0.12%
- 🇫🇷 France0.08%
Dividends
Dividend Yield
0.13%
2 out of 9 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: DavidGiles (0.28%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 DavidGiles | 0.11% | 0.28% | - |
 GOOGL | 0.02% | 0.27% | $0.2 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 0916.HK (DavidGiles) | Pay Day | Dec 30, 2025 | $0.01 |
Performance Metrics
Score 3.6/10
Beta
1.18
1.18
0
0.8
1.2
0
2
Sharpe Ratio
0.4
0.4
0
0.5
1
1.5
1.5
Sortino Ratio
0.63
0.63
0
1
2
3
3
Jensen's Alpha
-2.31
-2.31
-3
0
2
4.5
4.5
Omega Ratio
0.99
0.99
0
1
1.5
2.5
2.5
Treynor Ratio
0.8
0.8
0
0.75
1.25
2
2
Information Ratio
-0.01
-0.01
-1
0.3
0.6
1
1
Calmar Ratio
0.18
0.18
0
0.3
0.6
1
1
Beta
1.18
1.18
0
0.8
1.2
0
2
Sharpe Ratio
0.4
0.4
0
0.5
1
1.5
1.5
Sortino Ratio
0.63
0.63
0
1
2
3
3
Jensen's Alpha
-2.31
-2.31
-3
0
2
4.5
4.5
Omega Ratio
0.99
0.99
0
1
1.5
2.5
2.5
Treynor Ratio
0.8
0.8
0
0.75
1.25
2
2
Information Ratio
-0.01
-0.01
-1
0.3
0.6
1
1
Calmar Ratio
0.18
0.18
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
34.63
High:
PLTR
429.3PLTRLow:
ROKU
-542.78ROKUDetails
PEG Ratio
186.95
High:PLTR
369.03PLTRLow:ROKU
-646.35ROKUDetails
Price/Book
9.06
High:PLTR
66.38PLTRLow:ROKU
6.05ROKUDetails
Price/Sales
6.52
High:PLTR
121.14PLTRLow:
SE
3.52SEDetails
Price/CF
21.17
High:PLTR
258.05PLTRLow:
MELI
15.37MELIDetails
Price/FCF
71.81
High:PLTR
261.46PLTRLow:MELI
17.91MELIDetails
P/E Ratio
34.63
High:PLTR
429.3PLTRLow:ROKU
-542.78ROKUDetails
PEG Ratio
186.95
High:PLTR
369.03PLTRLow:ROKU
-646.35ROKUDetails
Price/Book
9.06
High:PLTR
66.38PLTRLow:ROKU
6.05ROKUDetails
Price/Sales
6.52
High:PLTR
121.14PLTRLow:SE
3.52SEDetails
Price/CF
21.17
High:PLTR
258.05PLTRLow:MELI
15.37MELIDetails
Price/FCF
71.81
High:PLTR
261.46PLTRLow:MELI
17.91MELIDetails
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 |
-8.7% | Nov 2025 | - | 2 |
-5.8% | Sep 2021 | Oct 2021 | 1 |
-0.52% | Dec 2024 | Jan 2025 | 1 |