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-6.55%
This Month
-5.89%
Year To Date
+14.25%
2 Years
-15.35%
5 Years
-64.3%
10 Years
-14.65%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading43.21%
- 💵 Cash30.92%
- 🍞 Consumer Non Durables16.69%
- 🪙 Cryptocurrencies14.82%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq37.37%
- 🇺🇸 NYSE21.12%
- 🌍 Digital Currency15.42%
- 🇫🇷 Euronext Paris0.68%
- 🇩🇰 Copenhagen Stock Exchange0.14%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States53.85%
- 🇨🇦 Canada0.73%
- 🇫🇷 France0.68%
- 🇹🇼 Taiwan0.65%
- 🇸🇪 Sweden0.39%
- 🇩🇰 Denmark0.14%
- 🇯🇵 Japan0.13%
Dividends
Dividend Yield
0.76%
2 out of 3 instruments pay dividend.
6 dividend payments in the next 30 days.
Highest Dividend: $NKE (3.76%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 NKE | 0.63% | 3.76% | $1.45 |
 SharonConnolly | 0.13% | 0.3% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 GOOG (SharonConnolly) | Ex-Dividend | Jun 8, 2026 | $0.22 |
 LLY (SharonConnolly) | Pay Day | Jun 10, 2026 | $1.73 |
 MSFT (SharonConnolly) | Pay Day | Jun 11, 2026 | $0.91 |
 TSM (SharonConnolly) | Ex-Dividend | Jun 11, 2026 | $0.95 |
GOOG (SharonConnolly) | Pay Day | Jun 15, 2026 | $0.22 |
 META (SharonConnolly) | Ex-Dividend | Jun 15, 2026 | $0.53 |
META (SharonConnolly) | Pay Day | Jun 25, 2026 | $0.53 |
 NVDA (SharonConnolly) | Pay Day | Jun 26, 2026 | $0.25 |
NKE | Pay Day | Jul 1, 2026 | $0.41 |
TSM (SharonConnolly) | Pay Day | Jul 9, 2026 | $0.95 |
Performance Metrics
Score 2.1/10
Beta
1.57
1.57
0
0.8
1.2
0
2
Sharpe Ratio
-0.3
-0.3
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.38
-0.38
-1
1
2
3
3
Jensen's Alpha
-26.19
-26.19
-27
0
2
4.5
4.5
Omega Ratio
0.5
0.5
0
1
1.5
2.5
2.5
Treynor Ratio
-0.61
-0.61
-1
0.75
1.25
2
2
Information Ratio
-0.83
-0.83
-1
0.3
0.6
1
1
Calmar Ratio
-0.19
-0.19
-1
0.3
0.6
1
1
Beta
1.57
1.57
0
0.8
1.2
0
2
Sharpe Ratio
-0.3
-0.3
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.38
-0.38
-1
1
2
3
3
Jensen's Alpha
-26.19
-26.19
-27
0
2
4.5
4.5
Omega Ratio
0.5
0.5
0
1
1.5
2.5
2.5
Treynor Ratio
-0.61
-0.61
-1
0.75
1.25
2
2
Information Ratio
-0.83
-0.83
-1
0.3
0.6
1
1
Calmar Ratio
-0.19
-0.19
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
28.7
High:NKE
28.7NKELow:NKE
28.7NKEDetails
PEG Ratio
N/A
Details
Price/Book
4.58
High:NKE
4.58NKELow:NKE
4.58NKEDetails
Price/Sales
1.39
High:NKE
1.39NKELow:NKE
1.39NKEDetails
Price/CF
54.38
High:NKE
54.38NKELow:NKE
54.38NKEDetails
Price/FCF
947.69
High:NKE
947.69NKELow:NKE
947.69NKEDetails
P/E Ratio
28.7
High:NKE
28.7NKELow:NKE
28.7NKEDetails
PEG Ratio
N/A
Details
Price/Book
4.58
High:NKE
4.58NKELow:NKE
4.58NKEDetails
Price/Sales
1.39
High:NKE
1.39NKELow:NKE
1.39NKEDetails
Price/CF
54.38
High:NKE
54.38NKELow:NKE
54.38NKEDetails
Price/FCF
947.69
High:NKE
947.69NKELow:NKE
947.69NKEDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-79.38% | Feb 2020 | - | 77 |