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-0.61%
This Month
-0.61%
Year To Date
+219.93%
2 Years
+280.09%
5 Years
+242.65%
10 Years
+26.92%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services26.44%
- 👥 Copy Trading23.71%
- 💻 Electronic Technology10.56%
- 📊 ETFs8.83%
- 🍞 Consumer Non Durables8.47%
- 🛍️ Retail Trade6.51%
- ⚡ Utilities5.36%
- ⛏️ Energy Minerals4.68%
- 📡 Communications2.9%
- 🧬 Health Technology1.89%
- 🏭 Industrial Services0.63%
- 💵 Cash0.03%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE36.59%
- 🇺🇸 Nasdaq36.21%
- 🇫🇷 Euronext Paris8.06%
- 🇩🇪 Xetra ETFs6.37%
- 🇬🇧 LSE4.31%
- 🇩🇪 FRA2.23%
- 🇭🇰 Hong Kong Exchanges2.23%
- 🇮🇹 Borsa Italiana2%
- 🇪🇸 Bolsa De Madrid0.7%
- 🇳🇱 Euronext Amsterdam0.48%
- 🇸🇪 Stockholm Stock Exchange0.42%
- 🇳🇴 Oslo Stock Exchange0.26%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States68.84%
- 🇫🇷 France7.7%
- 🇩🇪 Germany2.23%
- 🇨🇳 China2.23%
- 🇬🇧 United Kingdom2.09%
- 🇮🇹 Italy2%
- 🇯🇵 Japan1.08%
- 🇨🇦 Canada0.76%
- 🇪🇸 Spain0.7%
- 🇳🇱 Netherlands0.6%
- 🇸🇪 Sweden0.42%
- 🇹🇼 Taiwan0.3%
- 🇳🇴 Norway0.26%
- 🇨🇾 Cyprus0.24%
- 🇮🇳 India0.21%
- 🇮🇱 Israel0.05%
Dividends
Dividend Yield
1.65%
14 out of 21 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $VZ (6.94%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 TheBigBanks | 0.33% | 3.25% | - |
 EIX | 0.3% | 5.54% | $3.04 |
 VZ | 0.2% | 6.94% | $2.66 |
 CVX | 0.19% | 4.11% | $6.28 |
 BN.PA | 0.15% | 3.15% | $2.1 |
 PFE | 0.13% | 6.61% | $1.66 |
 MSFT | 0.1% | 0.77% | $3 |
 EuropeDefense | 0.07% | 0.82% | - |
 CSCO | 0.07% | 2.21% | $1.58 |
 kandreyovics | 0.06% | 1.39% | - |
 GE | 0.02% | 0.49% | $0.44 |
 GOOG | 0.01% | 0.25% | $0.2 |
 VG | 0% | 0.7% | - |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 7/10
Beta
1.4
1.4
0
0.8
1.2
0
2
Sharpe Ratio
0.75
0.75
0
0.5
1
1.5
1.5
Sortino Ratio
1.57
1.57
0
1
2
3
3
Jensen's Alpha
12.75
12.75
-2
0
2
13
13
Omega Ratio
1.73
1.73
0
1
1.5
2.5
2.5
Treynor Ratio
1.64
1.64
0
0.75
1.25
2
2
Information Ratio
0.53
0.53
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
0.75
0.75
0
0.5
1
1.5
1.5
Sortino Ratio
1.57
1.57
0
1
2
3
3
Jensen's Alpha
12.75
12.75
-2
0
2
13
13
Omega Ratio
1.73
1.73
0
1
1.5
2.5
2.5
Treynor Ratio
1.64
1.64
0
0.75
1.25
2
2
Information Ratio
0.53
0.53
0
0.3
0.6
1
1
Calmar Ratio
0.51
0.51
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
32.74
High:
MNST
46.45MNSTLow:
SNOW
-51.17SNOWDetails
PEG Ratio
120.17
High:MNST
363.89MNSTLow:VG
3.91VGDetails
Price/Book
8.58
High:NVDA
37.47NVDALow:EIX
1.5EIXDetails
Price/Sales
7.52
High:NVDA
23.98NVDALow:VZ
1.21VZDetails
Price/CF
23.39
High:SNOW
106.88SNOWLow:EIX
3.95EIXDetails
Price/FCF
70.81
High:
AMZN
225.5AMZNLow:VZ
19.18VZDetails
P/E Ratio
32.74
High:MNST
46.45MNSTLow:SNOW
-51.17SNOWDetails
PEG Ratio
120.17
High:MNST
363.89MNSTLow:VG
3.91VGDetails
Price/Book
8.58
High:NVDA
37.47NVDALow:EIX
1.5EIXDetails
Price/Sales
7.52
High:NVDA
23.98NVDALow:VZ
1.21VZDetails
Price/CF
23.39
High:SNOW
106.88SNOWLow:EIX
3.95EIXDetails
Price/FCF
70.81
High:AMZN
225.5AMZNLow:VZ
19.18VZDetails
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 |
-1.33% | Nov 2025 | - | 3 |
-0.36% | Oct 2024 | Nov 2024 | 1 |