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+0.17%
Today
+0.17%
This Month
-2.89%
Year To Date
+91.39%
2 Years
+76.84%
5 Years
+8.16%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading36.89%
- 🪙 Cryptocurrencies28.78%
- 🖥️ Technology Services21.68%
- 🛍️ Retail Trade13.31%
- 💵 Cash0.1%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq60.41%
- 🌍 Digital Currency31.47%
- 🇺🇸 NYSE5.87%
- 🇩🇪 FRA1.43%
- 🇬🇧 LSE0.3%
- 🇭🇰 Hong Kong Exchanges0.27%
- 🇫🇷 Euronext Paris0.18%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States57.51%
- 🇺🇾 Uruguay3.33%
- 🇸🇬 Singapore1.44%
- 🇩🇪 Germany1.43%
- 🇨🇦 Canada1.27%
- 🇯🇵 Japan0.88%
- 🇨🇳 China0.51%
- 🇬🇧 United Kingdom0.3%
- 🇳🇱 Netherlands0.21%
- 🇫🇷 France0.18%
Dividends
Dividend Yield
0.21%
2 out of 9 instruments pay dividend.
6 dividend payments in the next 30 days.
Highest Dividend: DavidGiles (0.51%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 DavidGiles | 0.19% | 0.51% | - |
 GOOGL | 0.03% | 0.49% | $0.2 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 ASML (DavidGiles) | Pay Day | May 6, 2025 | $1.92 |
 CNXC (DavidGiles) | Pay Day | May 6, 2025 | $0.33 |
 PFE (DavidGiles) | Ex-Dividend | May 9, 2025 | $0.43 |
 MA (DavidGiles) | Pay Day | May 9, 2025 | $0.76 |
 AAPL (DavidGiles) | Ex-Dividend | May 12, 2025 | $0.26 |
 SAP.DE (DavidGiles) | Ex-Dividend | May 14, 2025 | $2.35 |
AAPL (DavidGiles) | Pay Day | May 15, 2025 | $0.26 |
 MSFT (DavidGiles) | Ex-Dividend | May 15, 2025 | $0.83 |
SAP.DE (DavidGiles) | Pay Day | May 16, 2025 | $2.35 |
 TEP.PA (DavidGiles) | Ex-Dividend | May 26, 2025 | $4.40 |
 JNJ (DavidGiles) | Ex-Dividend | May 27, 2025 | $1.30 |
TEP.PA (DavidGiles) | Pay Day | May 28, 2025 | $4.40 |
 SBRY.L (DavidGiles) | Ex-Dividend | Jun 5, 2025 | $0.13 |
GOOGL | Ex-Dividend | Jun 9, 2025 | $0.21 |
 GOOG (DavidGiles) | Ex-Dividend | Jun 9, 2025 | $0.21 |
JNJ (DavidGiles) | Pay Day | Jun 10, 2025 | $1.30 |
MSFT (DavidGiles) | Pay Day | Jun 12, 2025 | $0.83 |
PFE (DavidGiles) | Pay Day | Jun 13, 2025 | $0.43 |
GOOGL | Pay Day | Jun 16, 2025 | $0.21 |
GOOG (DavidGiles) | Pay Day | Jun 16, 2025 | $0.21 |
 ACWI (DavidGiles) | Pay Day | Jun 17, 2025 | $0.94 |
 0916.HK (DavidGiles) | Ex-Dividend | Jun 23, 2025 | $0.03 |
 DIS (DavidGiles) | Ex-Dividend | Jun 24, 2025 | $0.50 |
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 |
Performance Metrics
Score 3.5/10
Beta
1.16
1.16
0
0.8
1.2
0
2
Sharpe Ratio
0.32
0.32
0
0.5
1
1.5
1.5
Sortino Ratio
0.5
0.5
0
1
2
3
3
Jensen's Alpha
-1.84
-1.84
-2
0
2
4.5
4.5
Omega Ratio
0.99
0.99
0
1
1.5
2.5
2.5
Treynor Ratio
0.66
0.66
0
0.75
1.25
2
2
Information Ratio
-0.01
-0.01
-1
0.3
0.6
1
1
Calmar Ratio
0.14
0.14
0
0.3
0.6
1
1
Beta
1.16
1.16
0
0.8
1.2
0
2
Sharpe Ratio
0.32
0.32
0
0.5
1
1.5
1.5
Sortino Ratio
0.5
0.5
0
1
2
3
3
Jensen's Alpha
-1.84
-1.84
-2
0
2
4.5
4.5
Omega Ratio
0.99
0.99
0
1
1.5
2.5
2.5
Treynor Ratio
0.66
0.66
0
0.75
1.25
2
2
Information Ratio
-0.01
-0.01
-1
0.3
0.6
1
1
Calmar Ratio
0.14
0.14
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
28.87
High:
PLTR
657.22PLTRLow:
ROKU
-68.72ROKUDetails
PEG Ratio
226.18
High:PLTR
584.8PLTRLow:ROKU
-83.66ROKUDetails
Price/Book
7.26
High:PLTR
58.1PLTRLow:ROKU
3.6ROKUDetails
Price/Sales
4.35
High:PLTR
109.65PLTRLow:ROKU
2.18ROKUDetails
Price/CF
19.34
High:PLTR
165.72PLTRLow:
MELI
14.03MELIDetails
Price/FCF
48.35
High:PLTR
167.55PLTRLow:MELI
16.1MELIDetails
P/E Ratio
28.87
High:PLTR
657.22PLTRLow:ROKU
-68.72ROKUDetails
PEG Ratio
226.18
High:PLTR
584.8PLTRLow:ROKU
-83.66ROKUDetails
Price/Book
7.26
High:PLTR
58.1PLTRLow:ROKU
3.6ROKUDetails
Price/Sales
4.35
High:PLTR
109.65PLTRLow:ROKU
2.18ROKUDetails
Price/CF
19.34
High:PLTR
165.72PLTRLow:MELI
14.03MELIDetails
Price/FCF
48.35
High:PLTR
167.55PLTRLow:MELI
16.1MELIDetails
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 | - | 3 |
-9.84% | May 2021 | Aug 2021 | 3 |
-5.8% | Sep 2021 | Oct 2021 | 1 |
-0.52% | Dec 2024 | Jan 2025 | 1 |