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0%
Today
-6.65%
This Month
-22.74%
Year To Date
+18.25%
2 Years
+39.51%
5 Years
+7.54%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading51.57%
- 🛠️ Producer Manufacturing0.18%
- 💻 Electronic Technology0.03%
- 💵 Cash0%
- 🪨 Non Energy Minerals0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq41.28%
- 🇺🇸 NYSE10.5%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States46.9%
- 🇹🇼 Taiwan4.88%
- 🇧🇷 Brazil0%
Dividends
Dividend Yield
0.33%
3 out of 4 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $GGB (5.44%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 nonvisedarte | 0.33% | 0.63% | - |
 PHIN | 0% | 2.48% | $1 |
 GGB | 0% | 5.44% | $0.22 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 ORCL (nonvisedarte) | Pay Day | Apr 23, 2025 | $0.50 |
 MSFT (nonvisedarte) | Ex-Dividend | May 15, 2025 | $0.83 |
MSFT (nonvisedarte) | Pay Day | Jun 12, 2025 | $0.83 |
 TSM (nonvisedarte) | Ex-Dividend | Jun 12, 2025 | $0.68 |
TSM (nonvisedarte) | Pay Day | Jul 10, 2025 | $0.68 |
Performance Metrics
Score 4.3/10
Beta
1.02
1.02
0
0.8
1.2
0
2
Sharpe Ratio
0.34
0.34
0
0.5
1
1.5
1.5
Sortino Ratio
0.64
0.64
0
1
2
3
3
Jensen's Alpha
-0.09
-0.09
-2
0
2
4.5
4.5
Omega Ratio
1
1
0
1
1.5
2.5
2.5
Treynor Ratio
0.82
0.82
0
0.75
1.25
2
2
Information Ratio
0
0
0
0.3
0.6
1
1
Calmar Ratio
0.22
0.22
0
0.3
0.6
1
1
Beta
1.02
1.02
0
0.8
1.2
0
2
Sharpe Ratio
0.34
0.34
0
0.5
1
1.5
1.5
Sortino Ratio
0.64
0.64
0
1
2
3
3
Jensen's Alpha
-0.09
-0.09
-2
0
2
4.5
4.5
Omega Ratio
1
1
0
1
1.5
2.5
2.5
Treynor Ratio
0.82
0.82
0
0.75
1.25
2
2
Information Ratio
0
0
0
0.3
0.6
1
1
Calmar Ratio
0.22
0.22
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
16.24
High:
PHIN
23.55PHINLow:
GGB
6.61GGBDetails
PEG Ratio
8.62
High:
NXT.US
8.62NXT.USLow:NXT.US
8.62NXT.USDetails
Price/Book
1.44
High:NXT.US
4.12NXT.USLow:GGB
0.55GGBDetails
Price/Sales
0.7
High:NXT.US
2.17NXT.USLow:GGB
0.42GGBDetails
Price/CF
7.59
High:NXT.US
10.39NXT.USLow:GGB
3.96GGBDetails
Price/FCF
12.25
High:GGB
16.3GGBLow:NXT.US
10.94NXT.USDetails
P/E Ratio
16.24
High:PHIN
23.55PHINLow:GGB
6.61GGBDetails
PEG Ratio
8.62
High:NXT.US
8.62NXT.USLow:NXT.US
8.62NXT.USDetails
Price/Book
1.44
High:NXT.US
4.12NXT.USLow:GGB
0.55GGBDetails
Price/Sales
0.7
High:NXT.US
2.17NXT.USLow:GGB
0.42GGBDetails
Price/CF
7.59
High:NXT.US
10.39NXT.USLow:GGB
3.96GGBDetails
Price/FCF
12.25
High:GGB
16.3GGBLow:NXT.US
10.94NXT.USDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-42.26% | Jul 2021 | Jun 2024 | 35 |
-26.37% | Oct 2024 | - | 7 |
-3.99% | Jul 2024 | Sep 2024 | 2 |
-0.93% | Apr 2021 | May 2021 | 1 |