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+0.07%
Today
-3.72%
This Month
-10.6%
Year To Date
+5.56%
2 Years
+159.54%
5 Years
+6.13%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading39.05%
- 📊 ETFs35.88%
- 💰 Finance21.18%
- 🖥️ Technology Services3.8%
- 💵 Cash0.07%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE46.1%
- 🇺🇸 Nasdaq44.03%
- 🌍 Digital Currency5.66%
- 🇺🇸 Chicago Board Options Exchange2.64%
- 🇨🇭 SIX0.78%
- 🇭🇰 Hong Kong Exchanges0.42%
- 🇩🇪 FRA0.16%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States55.42%
- 🇩🇪 Germany1.14%
- 🇨🇭 Switzerland0.78%
- 🇨🇳 China0.67%
- 🇱🇺 Luxembourg0.24%
Dividends
Dividend Yield
0.73%
5 out of 7 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $IGV (8.51%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 IGV | 0.22% | 8.51% | - |
 VT.US | 0.19% | 1.95% | - |
 VOO | 0.19% | 1.36% | - |
 steveli1029 | 0.07% | 0.18% | - |
 QQQ | 0.06% | 0.64% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
QQQ | Pay Day | Apr 24, 2025 | $- |
 0700.HK (steveli1029) | Ex-Dividend | May 16, 2025 | $0.58 |
 DB (steveli1029) | Ex-Dividend | May 23, 2025 | $0.71 |
DB (steveli1029) | Pay Day | May 27, 2025 | $0.71 |
0700.HK (steveli1029) | Pay Day | May 30, 2025 | $0.58 |
Performance Metrics
Score 3.7/10
Beta
1.21
1.21
0
0.8
1.2
0
2
Sharpe Ratio
0.29
0.29
0
0.5
1
1.5
1.5
Sortino Ratio
0.46
0.46
0
1
2
3
3
Jensen's Alpha
-1.21
-1.21
-2
0
2
4.5
4.5
Omega Ratio
1.03
1.03
0
1
1.5
2.5
2.5
Treynor Ratio
0.72
0.72
0
0.75
1.25
2
2
Information Ratio
0.03
0.03
0
0.3
0.6
1
1
Calmar Ratio
0.11
0.11
0
0.3
0.6
1
1
Beta
1.21
1.21
0
0.8
1.2
0
2
Sharpe Ratio
0.29
0.29
0
0.5
1
1.5
1.5
Sortino Ratio
0.46
0.46
0
1
2
3
3
Jensen's Alpha
-1.21
-1.21
-2
0
2
4.5
4.5
Omega Ratio
1.03
1.03
0
1
1.5
2.5
2.5
Treynor Ratio
0.72
0.72
0
0.75
1.25
2
2
Information Ratio
0.03
0.03
0
0.3
0.6
1
1
Calmar Ratio
0.11
0.11
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
12.98
High:
PLTR
495.93PLTRLow:
BRK.B
12.55BRK.BDetails
PEG Ratio
441.28
High:PLTR
441.28PLTRLow:PLTR
441.28PLTRDetails
Price/Book
1.78
High:PLTR
43.84PLTRLow:BRK.B
1.72BRK.BDetails
Price/Sales
3.11
High:PLTR
82.74PLTRLow:BRK.B
3.01BRK.BDetails
Price/CF
32.86
High:PLTR
165.72PLTRLow:BRK.B
31.96BRK.BDetails
Price/FCF
85.62
High:PLTR
167.55PLTRLow:BRK.B
84.17BRK.BDetails
P/E Ratio
12.98
High:PLTR
495.93PLTRLow:BRK.B
12.55BRK.BDetails
PEG Ratio
441.28
High:PLTR
441.28PLTRLow:PLTR
441.28PLTRDetails
Price/Book
1.78
High:PLTR
43.84PLTRLow:BRK.B
1.72BRK.BDetails
Price/Sales
3.11
High:PLTR
82.74PLTRLow:BRK.B
3.01BRK.BDetails
Price/CF
32.86
High:PLTR
165.72PLTRLow:BRK.B
31.96BRK.BDetails
Price/FCF
85.62
High:PLTR
167.55PLTRLow:BRK.B
84.17BRK.BDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-62.37% | Jan 2018 | Apr 2021 | 39 |
-18.74% | Sep 2021 | Jan 2024 | 28 |
-16.22% | May 2021 | Aug 2021 | 3 |
-14.45% | Dec 2024 | - | 5 |
-3.84% | Apr 2024 | Jun 2024 | 2 |
-1.7% | Oct 2024 | Nov 2024 | 1 |