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+0.13%
Today
+0.75%
This Month
+5.75%
Year To Date
+23.23%
2 Years
+171.48%
5 Years
+8.34%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading43.37%
- 📊 ETFs35.08%
- 💰 Finance17.06%
- 🖥️ Technology Services4.37%
- 💵 Cash0.09%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq49.08%
- 🇺🇸 NYSE41.01%
- 🌍 Digital Currency5.6%
- 🇺🇸 Chicago Board Options Exchange2.73%
- 🇨🇭 SIX0.8%
- 🇭🇰 Hong Kong Exchanges0.4%
- 🇩🇪 FRA0.14%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States56.27%
- 🇩🇪 Germany1.13%
- 🇨🇭 Switzerland0.8%
- 🇨🇳 China0.63%
- 🇱🇺 Luxembourg0.25%
Dividends
Dividend Yield
0.69%
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 | 0.23% | 8.51% | - |
 VOO | 0.17% | 1.29% | - |
 VT.US | 0.17% | 1.83% | - |
 steveli1029 | 0.06% | 0.14% | - |
 QQQ | 0.06% | 0.58% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 NVDA (steveli1029) | Ex-Dividend | Jun 11, 2025 | $0.01 |
 BABA (steveli1029) | Ex-Dividend | Jun 12, 2025 | $0.95 |
NVDA (steveli1029) | Pay Day | Jul 3, 2025 | $0.01 |
BABA (steveli1029) | Pay Day | Jul 10, 2025 | $0.95 |
Performance Metrics
Score 4.1/10
Beta
1.21
1.21
0
0.8
1.2
0
2
Sharpe Ratio
0.33
0.33
0
0.5
1
1.5
1.5
Sortino Ratio
0.52
0.52
0
1
2
3
3
Jensen's Alpha
-0.38
-0.38
-2
0
2
4.5
4.5
Omega Ratio
1.06
1.06
0
1
1.5
2.5
2.5
Treynor Ratio
0.81
0.81
0
0.75
1.25
2
2
Information Ratio
0.06
0.06
0
0.3
0.6
1
1
Calmar Ratio
0.13
0.13
0
0.3
0.6
1
1
Beta
1.21
1.21
0
0.8
1.2
0
2
Sharpe Ratio
0.33
0.33
0
0.5
1
1.5
1.5
Sortino Ratio
0.52
0.52
0
1
2
3
3
Jensen's Alpha
-0.38
-0.38
-2
0
2
4.5
4.5
Omega Ratio
1.06
1.06
0
1
1.5
2.5
2.5
Treynor Ratio
0.81
0.81
0
0.75
1.25
2
2
Information Ratio
0.06
0.06
0
0.3
0.6
1
1
Calmar Ratio
0.13
0.13
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
14.08
High:
PLTR
557.73PLTRLow:
BRK.B
13.15BRK.BDetails
PEG Ratio
235.19
High:PLTR
676.01PLTRLow:BRK.B
122.15BRK.BDetails
Price/Book
1.74
High:PLTR
55.56PLTRLow:BRK.B
1.63BRK.BDetails
Price/Sales
3.07
High:PLTR
104.67PLTRLow:BRK.B
2.87BRK.BDetails
Price/CF
39.19
High:PLTR
161.45PLTRLow:BRK.B
37.15BRK.BDetails
Price/FCF
98
High:PLTR
163.42PLTRLow:BRK.B
95.23BRK.BDetails
P/E Ratio
14.08
High:PLTR
557.73PLTRLow:BRK.B
13.15BRK.BDetails
PEG Ratio
235.19
High:PLTR
676.01PLTRLow:BRK.B
122.15BRK.BDetails
Price/Book
1.74
High:PLTR
55.56PLTRLow:BRK.B
1.63BRK.BDetails
Price/Sales
3.07
High:PLTR
104.67PLTRLow:BRK.B
2.87BRK.BDetails
Price/CF
39.19
High:PLTR
161.45PLTRLow:BRK.B
37.15BRK.BDetails
Price/FCF
98
High:PLTR
163.42PLTRLow:BRK.B
95.23BRK.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 |
-11.08% | Dec 2024 | May 2025 | 5 |
-3.84% | Apr 2024 | Jun 2024 | 2 |
-1.7% | Oct 2024 | Nov 2024 | 1 |