Loading...
-1.26%
This Month
-2.19%
Year To Date
+59.27%
2 Years
+396.88%
5 Years
+237.21%
10 Years
+25.6%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services25.21%
- 👥 Copy Trading23.47%
- 📊 ETFs12.47%
- 🍞 Consumer Non Durables8.92%
- 💰 Finance7.59%
- ⚡ Utilities6.62%
- ⛏️ Energy Minerals5.6%
- 💻 Electronic Technology4.34%
- 📡 Communications3.72%
- 🧬 Health Technology2.03%
- 💵 Cash0.04%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE46.46%
- 🇺🇸 Nasdaq25.82%
- 🇫🇷 Euronext Paris8.08%
- 🇩🇪 Xetra ETFs6.58%
- 🇬🇧 LSE4.5%
- 🇭🇰 Hong Kong Exchanges2.41%
- 🇩🇪 FRA2.03%
- 🇮🇹 Borsa Italiana1.95%
- 🇪🇸 Bolsa De Madrid0.72%
- 🇳🇱 Euronext Amsterdam0.48%
- 🇸🇪 Stockholm Stock Exchange0.4%
- 🇳🇴 Oslo Stock Exchange0.34%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States63.84%
- 🇫🇷 France7.78%
- 🇨🇳 China2.41%
- 🇬🇧 United Kingdom2.08%
- 🇩🇪 Germany2.03%
- 🇮🇹 Italy1.95%
- 🇯🇵 Japan1.11%
- 🇨🇦 Canada0.79%
- 🇪🇸 Spain0.72%
- 🇳🇱 Netherlands0.54%
- 🇸🇪 Sweden0.4%
- 🇳🇴 Norway0.34%
- 🇹🇼 Taiwan0.33%
- 🇨🇾 Cyprus0.24%
- 🇮🇳 India0.21%
Dividends
Dividend Yield
1.67%
13 out of 20 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $PFE (6.48%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 TheBigBanks | 0.35% | 3.4% | - |
 EIX | 0.31% | 4.7% | $3.04 |
 CVX | 0.21% | 3.71% | $6.28 |
 VZ | 0.2% | 5.49% | $2.66 |
 BN.PA | 0.16% | 3.18% | $2.1 |
 PFE | 0.13% | 6.48% | $1.66 |
 MSFT | 0.1% | 0.86% | $3 |
 EuropeDefense | 0.08% | 0.89% | - |
 MA | 0.05% | 0.62% | $2.46 |
 kandreyovics | 0.04% | 0.78% | - |
 CSCO | 0.04% | 2.05% | $1.58 |
 GOOG | 0.01% | 0.28% | $0.2 |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6.9/10
Beta
1.4
1.4
0
0.8
1.2
0
2
Sharpe Ratio
0.73
0.73
0
0.5
1
1.5
1.5
Sortino Ratio
1.53
1.53
0
1
2
3
3
Jensen's Alpha
12.08
12.08
-2
0
2
13
13
Omega Ratio
1.71
1.71
0
1
1.5
2.5
2.5
Treynor Ratio
1.57
1.57
0
0.75
1.25
2
2
Information Ratio
0.52
0.52
0
0.3
0.6
1
1
Calmar Ratio
0.48
0.48
0
0.3
0.6
1
1
Beta
1.4
1.4
0
0.8
1.2
0
2
Sharpe Ratio
0.73
0.73
0
0.5
1
1.5
1.5
Sortino Ratio
1.53
1.53
0
1
2
3
3
Jensen's Alpha
12.08
12.08
-2
0
2
13
13
Omega Ratio
1.71
1.71
0
1
1.5
2.5
2.5
Treynor Ratio
1.57
1.57
0
0.75
1.25
2
2
Information Ratio
0.52
0.52
0
0.3
0.6
1
1
Calmar Ratio
0.48
0.48
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
27.58
High:
MNST
40.61MNSTLow:
SNOW
-42.58SNOWDetails
PEG Ratio
92.2
High:MA
167.21MALow:EIX
2.57EIXDetails
Price/Book
8.08
High:MA
60.42MALow:EIX
1.66EIXDetails
Price/Sales
8.63
High:NVDA
20.71NVDALow:EIX
1.47EIXDetails
Price/CF
22.46
High:SNOW
53.98SNOWLow:EIX
3.98EIXDetails
Price/FCF
59.93
High:PFE
202.63PFELow:VZ
19.96VZDetails
P/E Ratio
27.58
High:MNST
40.61MNSTLow:SNOW
-42.58SNOWDetails
PEG Ratio
92.2
High:MA
167.21MALow:EIX
2.57EIXDetails
Price/Book
8.08
High:MA
60.42MALow:EIX
1.66EIXDetails
Price/Sales
8.63
High:NVDA
20.71NVDALow:EIX
1.47EIXDetails
Price/CF
22.46
High:SNOW
53.98SNOWLow:EIX
3.98EIXDetails
Price/FCF
59.93
High:PFE
202.63PFELow:VZ
19.96VZDetails
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 |
-2.9% | Nov 2025 | - | 5 |
-0.36% | Oct 2024 | Nov 2024 | 1 |