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+2.28%
This Month
+7.57%
Year To Date
+50.94%
2 Years
+444.95%
5 Years
+270.83%
10 Years
+26.02%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading26%
- 🖥️ Technology Services23.77%
- 📊 ETFs11.13%
- 💰 Finance7.25%
- ⚡ Utilities6.57%
- 💻 Electronic Technology5.2%
- ⛏️ Energy Minerals5%
- 🍞 Consumer Non Durables4.36%
- 🛍️ Retail Trade3.33%
- 📡 Communications3.01%
- 🧩 Miscellaneous2.56%
- 🧬 Health Technology1.69%
- 💵 Cash0.14%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE39.06%
- 🇺🇸 Nasdaq34.68%
- 🇫🇷 Euronext Paris7.21%
- 🇩🇪 Xetra ETFs5.79%
- 🇬🇧 LSE4.2%
- 🇭🇰 Hong Kong Exchanges3.11%
- 🇮🇹 Borsa Italiana1.99%
- 🇩🇪 FRA1.54%
- 🇪🇸 Bolsa De Madrid0.76%
- 🇳🇱 Euronext Amsterdam0.58%
- 🇸🇪 Stockholm Stock Exchange0.3%
- 🇳🇴 Oslo Stock Exchange0.26%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States61.84%
- 🇫🇷 France6.9%
- 🇨🇳 China3.11%
- 🇮🇹 Italy1.99%
- 🇬🇧 United Kingdom1.86%
- 🇯🇵 Japan1.69%
- 🇩🇪 Germany1.54%
- 🇨🇦 Canada1.17%
- 🇪🇸 Spain0.76%
- 🇳🇱 Netherlands0.66%
- 🇹🇼 Taiwan0.32%
- 🇸🇪 Sweden0.3%
- 🇳🇴 Norway0.26%
- 🇨🇾 Cyprus0.23%
- 🇮🇳 India0.19%
Dividends
Dividend Yield
1.67%
13 out of 19 instruments pay dividend.
5 dividend payments in the next 30 days.
Highest Dividend: $PFE (6.91%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 TheBigBanks | 0.43% | 2.98% | - |
 EIX | 0.28% | 4.32% | $3.04 |
 VZ | 0.19% | 6.32% | $2.66 |
 CVX.US | 0.18% | 3.61% | $6.28 |
 BN.PA | 0.14% | 3.22% | $2.1 |
 PFE | 0.12% | 6.91% | $1.66 |
 MSFT | 0.1% | 0.94% | $3 |
 EuropeDefense | 0.08% | 1.1% | - |
 MA | 0.05% | 0.63% | $2.46 |
 kandreyovics | 0.04% | 0.76% | - |
 CSCO | 0.03% | 1.48% | $1.58 |
 GOOG | 0.03% | 0.26% | $0.2 |
 NVDA | 0% | 0.13% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 RY (TheBigBanks) | Ex-Dividend | Jul 27, 2026 | $1.27 |
 BNS (TheBigBanks) | Pay Day | Jul 29, 2026 | $0.82 |
 JPM (TheBigBanks) | Pay Day | Jul 31, 2026 | $1.50 |
 TD (TheBigBanks) | Pay Day | Jul 31, 2026 | $0.81 |
 3328.HK (TheBigBanks) | Pay Day | Aug 14, 2026 | $0.02 |
 0939.HK (TheBigBanks) | Pay Day | Aug 21, 2026 | $0.03 |
RY (TheBigBanks) | Pay Day | Aug 24, 2026 | $1.27 |
Performance Metrics
Score 6.8/10
Beta
1.3
1.3
0
0.8
1.2
0
2
Sharpe Ratio
0.71
0.71
0
0.5
1
1.5
1.5
Sortino Ratio
1.47
1.47
0
1
2
3
3
Jensen's Alpha
11
11
-2
0
2
12
12
Omega Ratio
1.61
1.61
0
1
1.5
2.5
2.5
Treynor Ratio
1.61
1.61
0
0.75
1.25
2
2
Information Ratio
0.46
0.46
0
0.3
0.6
1
1
Calmar Ratio
0.46
0.46
0
0.3
0.6
1
1
Beta
1.3
1.3
0
0.8
1.2
0
2
Sharpe Ratio
0.71
0.71
0
0.5
1
1.5
1.5
Sortino Ratio
1.47
1.47
0
1
2
3
3
Jensen's Alpha
11
11
-2
0
2
12
12
Omega Ratio
1.61
1.61
0
1
1.5
2.5
2.5
Treynor Ratio
1.61
1.61
0
0.75
1.25
2
2
Information Ratio
0.46
0.46
0
0.3
0.6
1
1
Calmar Ratio
0.46
0.46
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
26.43
High:CSCO
39.55CSCOLow:EIX
8.16EIXDetails
PEG Ratio
76.38
High:CSCO
152.28CSCOLow:EIX
26.88EIXDetails
Price/Book
8.15
High:MA
69.54MALow:PFE
1.53PFEDetails
Price/Sales
8.33
High:NVDA
20.3NVDALow:VZ
1.27VZDetails
Price/CF
19.32
High:NVDA
40.43NVDALow:EIX
4.72EIXDetails
Price/FCF
61.15
High:CVX.US
606.02CVX.USLow:VZ
24.19VZDetails
P/E Ratio
26.43
High:CSCO
39.55CSCOLow:EIX
8.16EIXDetails
PEG Ratio
76.38
High:CSCO
152.28CSCOLow:EIX
26.88EIXDetails
Price/Book
8.15
High:MA
69.54MALow:PFE
1.53PFEDetails
Price/Sales
8.33
High:NVDA
20.3NVDALow:VZ
1.27VZDetails
Price/CF
19.32
High:NVDA
40.43NVDALow:EIX
4.72EIXDetails
Price/FCF
61.15
High:CVX.US
606.02CVX.USLow:VZ
24.19VZDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-54.37% | Jan 2021 | Jan 2024 | 36 |
-7.03% | Dec 2024 | May 2025 | 5 |
-6.83% | Nov 2025 | May 2026 | 6 |
-4.99% | Apr 2024 | May 2024 | 1 |
-3.1% | Jun 2026 | - | 2 |
-0.36% | Oct 2024 | Nov 2024 | 1 |