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+2.46%
This Month
+2.27%
Year To Date
+45.01%
2 Years
+59.87%
5 Years
+59.87%
10 Years
+23.19%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology21.6%
- 🖥️ Technology Services18.49%
- 🍞 Consumer Non Durables11.62%
- 🪙 Cryptocurrencies10.21%
- 🚗 Consumer Durables6.34%
- 🛍️ Retail Trade4.9%
- 🏥 Health Services3.51%
- 🛠️ Producer Manufacturing3.16%
- 🧬 Health Technology3.08%
- 🧪 Process Industries3.06%
- 🪨 Non Energy Minerals2.57%
- ⛏️ Energy Minerals2.18%
- 💇♀️ Consumer Services1.84%
- 💼 Commercial Services1.83%
- 👥 Copy Trading1.33%
- 💵 Cash1.24%
- 📦 Distribution Services1.12%
- 📡 Communications1.07%
- 🚚 Transportation0.51%
- 💰 Finance0.43%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq52.14%
- 🇺🇸 NYSE23.69%
- 🌍 Digital Currency10.21%
- 🇫🇷 Euronext Paris6.35%
- 🇩🇪 FRA2.26%
- 🇬🇧 LSE1.56%
- 🇦🇺 Sydney1.23%
- 🇨🇭 SIX0.21%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States65.58%
- 🇫🇷 France6.35%
- 🇨🇦 Canada3.7%
- 🇳🇱 Netherlands3.68%
- 🇩🇪 Germany2.26%
- 🇨🇭 Switzerland1.33%
- 🇦🇺 Australia1.23%
- 🇩🇰 Denmark1.02%
- 🇧🇷 Brazil0.96%
- 🇨🇳 China0.79%
- 🇬🇧 United Kingdom0.43%
- 🇿🇦 South Africa0.11%
Dividends
Dividend Yield
0.95%
32 out of 73 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $PBR.A (9.39%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 RNO.PA | 0.12% | 5.92% | $1.85 |
 PBR.A | 0.09% | 9.39% | $2.21 |
 PEP | 0.07% | 3.87% | $5.15 |
 VOW3.DE | 0.07% | 6.01% | $9.06 |
 UNH | 0.07% | 2.62% | $7.74 |
 STLA.US | 0.06% | 6.74% | $1.71 |
 MC.PA | 0.05% | 2.07% | $13 |
 IBM | 0.05% | 2.18% | $6.65 |
 BOSS.DE | 0.04% | 4.03% | $1.35 |
 QCOM | 0.04% | 2.03% | $3.25 |
 DBI | 0.03% | 4.25% | $0.2 |
 NVO | 0.03% | 2.56% | $0.98 |
 OR.PA | 0.02% | 1.9% | $6.6 |
 WHC.ASX | 0.02% | 1.93% | $0.49 |
 GLEN.L | 0.02% | 1.95% | $0.1 |
 NKE | 0.02% | 2.46% | $1.45 |
 AMKR | 0.02% | 0.77% | $0.31 |
 ASML | 0.02% | 0.56% | $5.57 |
 SBUX | 0.01% | 2.9% | $2.24 |
 KER.PA | 0.01% | 1.77% | $14 |
 HUM | 0.01% | 1.38% | $3.54 |
 ORCL | 0.01% | 0.87% | $1.6 |
 COST | 0.01% | 0.57% | $19.22 |
 EDU | 0.01% | 1.13% | - |
 NESN.ZU | 0.01% | 3.87% | $3 |
 MSFT | 0.01% | 0.72% | $3 |
 META | 0.01% | 0.31% | $1 |
 GOOG | 0.01% | 0.26% | $0.2 |
 PSKY | 0% | 1.39% | $0.2 |
 MU | 0% | 0.2% | $0.46 |
 PYPL | 0% | 0.23% | - |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
MSFT | Pay Day | Dec 11, 2025 | $0.91 |
Performance Metrics
Score 4.6/10
Beta
1.38
1.38
0
0.8
1.2
0
2
Sharpe Ratio
0.77
0.77
0
0.5
1
1.5
1.5
Sortino Ratio
1.25
1.25
0
1
2
3
3
Jensen's Alpha
-2.42
-2.42
-3
0
2
4.5
4.5
Omega Ratio
1.16
1.16
0
1
1.5
2.5
2.5
Treynor Ratio
1.03
1.03
0
0.75
1.25
2
2
Information Ratio
0.2
0.2
0
0.3
0.6
1
1
Calmar Ratio
1.09
1.09
0
0.3
0.6
2
2
Beta
1.38
1.38
0
0.8
1.2
0
2
Sharpe Ratio
0.77
0.77
0
0.5
1
1.5
1.5
Sortino Ratio
1.25
1.25
0
1
2
3
3
Jensen's Alpha
-2.42
-2.42
-3
0
2
4.5
4.5
Omega Ratio
1.16
1.16
0
1
1.5
2.5
2.5
Treynor Ratio
1.03
1.03
0
0.75
1.25
2
2
Information Ratio
0.2
0.2
0
0.3
0.6
1
1
Calmar Ratio
1.09
1.09
0
0.3
0.6
2
2
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
40.37
High:
INTC
3,820.75INTCLow:
OKLO
-214.88OKLODetails
PEG Ratio
298.18
High:INTC
3,806.39INTCLow:OKLO
-238.92OKLODetails
Price/Book
10.86
High:
NVDA
37.49NVDALow:
BA
-18.58BADetails
Price/Sales
6.55
High:
ASTS
1,069.62ASTSLow:OKLO
-OKLODetails
Price/CF
27.41
High:
MSTR
7,511.07MSTRLow:
WW
1.17WWDetails
Price/FCF
61.59
High:
PEP
5,253.35PEPLow:WW
1.18WWDetails
P/E Ratio
40.37
High:INTC
3,820.75INTCLow:OKLO
-214.88OKLODetails
PEG Ratio
298.18
High:INTC
3,806.39INTCLow:OKLO
-238.92OKLODetails
Price/Book
10.86
High:NVDA
37.49NVDALow:BA
-18.58BADetails
Price/Sales
6.55
High:ASTS
1,069.62ASTSLow:OKLO
-OKLODetails
Price/CF
27.41
High:MSTR
7,511.07MSTRLow:WW
1.17WWDetails
Price/FCF
61.59
High:PEP
5,253.35PEPLow:WW
1.18WWDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-19.21% | Feb 2025 | Sep 2025 | 7 |
-10.12% | Nov 2025 | - | 2 |
-8.75% | Sep 2023 | Nov 2023 | 2 |
-5.15% | Apr 2024 | Jun 2024 | 2 |
-4.5% | Jul 2024 | Sep 2024 | 2 |
-0.16% | Dec 2024 | Jan 2025 | 1 |
-0.15% | Oct 2024 | Nov 2024 | 1 |