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+2.14%
This Month
+24.58%
Year To Date
+377.55%
2 Years
+226.11%
5 Years
+226.11%
10 Years
+27.71%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services29.27%
- 👥 Copy Trading21.57%
- 🛍️ Retail Trade14.54%
- 📊 ETFs9.68%
- 💻 Electronic Technology9.45%
- ⚡ Utilities5.09%
- 🍞 Consumer Non Durables4.63%
- 🪙 Cryptocurrencies3.01%
- 🧬 Health Technology1.93%
- 🏭 Industrial Services0.6%
- 💵 Cash0.14%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq58.39%
- 🇺🇸 NYSE14.82%
- 🇩🇪 Xetra ETFs9.71%
- 🌍 Digital Currency3.44%
- 🇫🇷 Euronext Paris2.94%
- 🇩🇪 FRA2.67%
- 🇭🇰 Hong Kong Exchanges2.11%
- 🇬🇧 LSE2.07%
- 🇮🇹 Borsa Italiana1.67%
- 🇪🇸 Bolsa De Madrid0.72%
- 🇳🇱 Euronext Amsterdam0.41%
- 🇸🇪 Stockholm Stock Exchange0.32%
- 🇳🇴 Oslo Stock Exchange0.17%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States68.94%
- 🇬🇧 United Kingdom3.99%
- 🇩🇪 Germany2.67%
- 🇫🇷 France2.48%
- 🇨🇳 China2.11%
- 🇮🇹 Italy1.67%
- 🇪🇸 Spain0.72%
- 🇳🇱 Netherlands0.7%
- 🇯🇵 Japan0.55%
- 🇨🇦 Canada0.48%
- 🇰🇷 South Korea0.33%
- 🇸🇪 Sweden0.32%
- 🇮🇳 India0.26%
- 🇹🇼 Taiwan0.22%
- 🇳🇴 Norway0.17%
- 🇨🇾 Cyprus0.17%
- 🇮🇱 Israel0.09%
Dividends
Dividend Yield
1.2%
12 out of 19 instruments pay dividend.
17 dividend payments in the next 30 days.
Highest Dividend: $PFE (6.92%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 TheBigBanks | 0.32% | 3.34% | - |
 EIX | 0.31% | 6.02% | $3.04 |
 PFE | 0.13% | 6.92% | $1.66 |
 kandreyovics | 0.08% | 1.94% | - |
 EuropeDefense | 0.08% | 1.02% | - |
 CSCO | 0.08% | 2.44% | $1.58 |
 GOOG | 0.08% | 0.35% | $0.2 |
 DEO | 0.06% | 3.71% | $3.99 |
 MSFT | 0.05% | 0.67% | $3 |
 AAPL | 0.02% | 0.43% | $0.97 |
 VG | 0% | 0.26% | - |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
GOOG | Ex-Dividend | Sep 8, 2025 | $0.21 |
GOOG (kandreyovics) | Ex-Dividend | Sep 8, 2025 | $0.21 |
 CVX (kandreyovics) | Pay Day | Sep 10, 2025 | $1.71 |
 AEP (kandreyovics) | Pay Day | Sep 10, 2025 | $0.93 |
MSFT | Pay Day | Sep 11, 2025 | $0.83 |
NVDA | Ex-Dividend | Sep 11, 2025 | $0.01 |
MSFT (kandreyovics) | Pay Day | Sep 11, 2025 | $0.83 |
NVDA (kandreyovics) | Ex-Dividend | Sep 11, 2025 | $0.01 |
GOOG | Pay Day | Sep 15, 2025 | $0.21 |
GOOG (kandreyovics) | Pay Day | Sep 15, 2025 | $0.21 |
 MO (kandreyovics) | Ex-Dividend | Sep 15, 2025 | $1.06 |
 O (kandreyovics) | Pay Day | Sep 15, 2025 | $0.27 |
 MRO.L (EuropeDefense) | Pay Day | Sep 15, 2025 | $0.03 |
 DUK (kandreyovics) | Pay Day | Sep 16, 2025 | $1.06 |
 TSM (kandreyovics) | Ex-Dividend | Sep 16, 2025 | $0.82 |
 BARC.L (TheBigBanks) | Pay Day | Sep 16, 2025 | $0.04 |
 BAC (TheBigBanks) | Pay Day | Sep 26, 2025 | $0.28 |
 BNP.PA (TheBigBanks) | Ex-Dividend | Sep 26, 2025 | $3.05 |
 GS (TheBigBanks) | Pay Day | Sep 29, 2025 | $4.00 |
BNP.PA (TheBigBanks) | Pay Day | Sep 30, 2025 | $3.05 |
 BAB.L (EuropeDefense) | Pay Day | Sep 30, 2025 | $0.06 |
NVDA | Pay Day | Oct 2, 2025 | $0.01 |
NVDA (kandreyovics) | Pay Day | Oct 2, 2025 | $0.01 |
CSCO | Ex-Dividend | Oct 3, 2025 | $0.41 |
 SRP.L (EuropeDefense) | Pay Day | Oct 3, 2025 | $0.02 |
 GLE.PA (TheBigBanks) | Ex-Dividend | Oct 7, 2025 | $0.70 |
TSM (kandreyovics) | Pay Day | Oct 9, 2025 | $0.82 |
GLE.PA (TheBigBanks) | Pay Day | Oct 9, 2025 | $0.70 |
MO (kandreyovics) | Pay Day | Oct 10, 2025 | $1.06 |
 SNR.L (EuropeDefense) | Ex-Dividend | Oct 16, 2025 | $0.01 |
CSCO | Pay Day | Oct 22, 2025 | $0.41 |
 RY (TheBigBanks) | Ex-Dividend | Oct 27, 2025 | $1.11 |
 BMO (TheBigBanks) | Ex-Dividend | Oct 30, 2025 | $1.18 |
SNR.L (EuropeDefense) | Pay Day | Nov 14, 2025 | $0.01 |
RY (TheBigBanks) | Pay Day | Nov 24, 2025 | $1.11 |
BMO (TheBigBanks) | Pay Day | Nov 26, 2025 | $1.18 |
Performance Metrics
Score 7/10
Beta
1.4
1.4
0
0.8
1.2
0
2
Sharpe Ratio
0.74
0.74
0
0.5
1
1.5
1.5
Sortino Ratio
1.55
1.55
0
1
2
3
3
Jensen's Alpha
13.95
13.95
-2
0
2
14
14
Omega Ratio
1.73
1.73
0
1
1.5
2.5
2.5
Treynor Ratio
1.67
1.67
0
0.75
1.25
2
2
Information Ratio
0.55
0.55
0
0.3
0.6
1
1
Calmar Ratio
0.51
0.51
0
0.3
0.6
1
1
Beta
1.4
1.4
0
0.8
1.2
0
2
Sharpe Ratio
0.74
0.74
0
0.5
1
1.5
1.5
Sortino Ratio
1.55
1.55
0
1
2
3
3
Jensen's Alpha
13.95
13.95
-2
0
2
14
14
Omega Ratio
1.73
1.73
0
1
1.5
2.5
2.5
Treynor Ratio
1.67
1.67
0
0.75
1.25
2
2
Information Ratio
0.55
0.55
0
0.3
0.6
1
1
Calmar Ratio
0.51
0.51
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
30.96
High:
NVDA
48.86NVDALow:
EIX
8.03EIXDetails
PEG Ratio
1,651.11
High:
AAPL
24,779.06AAPLLow:
PFE
2.55PFEDetails
Price/Book
9.34
High:AAPL
54.11AAPLLow:EIX
1.4EIXDetails
Price/Sales
6.87
High:NVDA
25.49NVDALow:EIX
1.2EIXDetails
Price/CF
20.31
High:NVDA
55.25NVDALow:EIX
3.47EIXDetails
Price/FCF
55.27
High:
AMZN
175.86AMZNLow:EIX
31.9EIXDetails
P/E Ratio
30.96
High:NVDA
48.86NVDALow:EIX
8.03EIXDetails
PEG Ratio
1,651.11
High:AAPL
24,779.06AAPLLow:PFE
2.55PFEDetails
Price/Book
9.34
High:AAPL
54.11AAPLLow:EIX
1.4EIXDetails
Price/Sales
6.87
High:NVDA
25.49NVDALow:EIX
1.2EIXDetails
Price/CF
20.31
High:NVDA
55.25NVDALow:EIX
3.47EIXDetails
Price/FCF
55.27
High:AMZN
175.86AMZNLow:EIX
31.9EIXDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-54.37% | Jan 2021 | Jan 2024 | 36 |
-7.03% | Dec 2024 | May 2025 | 5 |
-4.99% | Apr 2024 | May 2024 | 1 |
-0.36% | Oct 2024 | Nov 2024 | 1 |