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-1.57%
This Month
+14.43%
Year To Date
+16%
2 Years
+16%
5 Years
+16%
10 Years
+14.69%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading71.82%
- 💵 Cash12.06%
- 📊 ETFs6.71%
- 🧬 Health Technology3.04%
- 💇♀️ Consumer Services2.87%
- 🚚 Transportation2.37%
- 🛠️ Producer Manufacturing2.16%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq35.71%
- 🇺🇸 NYSE24.27%
- 🇬🇧 LSE10.64%
- 🇩🇪 FRA4.26%
- 🇫🇷 Euronext Paris2.98%
- 🇭🇰 Hong Kong Exchanges1.81%
- 🌍 Digital Currency1.4%
- 🇮🇹 Borsa Italiana0.89%
- 🇩🇪 Xetra ETFs0.58%
- 🇸🇪 Stockholm Stock Exchange0.53%
- 🇳🇱 Euronext Amsterdam0.46%
- 🇨🇭 SIX0.39%
- 🇩🇰 Copenhagen Stock Exchange0.38%
- 🇸🇦 Tadawul0.14%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States45.12%
- 🇬🇧 United Kingdom10.72%
- 🇩🇪 Germany4.26%
- 🇨🇳 China2.81%
- 🇸🇬 Singapore2.37%
- 🇫🇷 France2.12%
- 🇳🇱 Netherlands1.32%
- 🇨🇭 Switzerland1.26%
- 🇮🇹 Italy0.89%
- 🇭🇰 Hong Kong0.82%
- 🇧🇷 Brazil0.74%
- 🇨🇦 Canada0.68%
- 🇫🇮 Finland0.53%
- 🇮🇱 Israel0.39%
- 🇩🇰 Denmark0.38%
- 🇰🇾 Cayman Islands0.35%
- 🇦🇪 United Arab Emirates0.3%
- 🇮🇪 Ireland0.29%
- 🇰🇷 South Korea0.28%
- 🇸🇦 Saudi Arabia0.14%
Dividends
Dividend Yield
1.35%
11 out of 14 instruments pay dividend.
8 dividend payments in the next 30 days.
Highest Dividend: mick_repo (5.73%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 mick_repo | 0.37% | 5.73% | - |
 triangulacapital | 0.36% | 5.65% | - |
 cfigueroa1982 | 0.13% | 0.89% | - |
 defense_investor | 0.13% | 0.51% | - |
 GeorgeFatouros | 0.11% | 1.31% | - |
 JNJ | 0.08% | 2.66% | $4.81 |
 CMCSA.RTH | 0.07% | 4.4% | $1.2 |
 CCalle | 0.05% | 1.45% | - |
 ALSN | 0.02% | 1.3% | $0.96 |
 davoyu | 0.02% | 0.27% | - |
 01211.HK | 0.01% | 1.39% | $3.41 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
CMCSA.RTH | Pay Day | Oct 22, 2025 | $0.33 |
 KALU (cfigueroa1982) | Ex-Dividend | Oct 24, 2025 | $0.77 |
 PHNX.L (mick_repo) | Pay Day | Oct 30, 2025 | $0.37 |
 MRVL (davoyu) | Pay Day | Oct 30, 2025 | $0.06 |
 UTG.L (triangulacapital) | Pay Day | Oct 31, 2025 | $0.17 |
 C (defense_investor) | Ex-Dividend | Nov 3, 2025 | $0.60 |
 WWW (cfigueroa1982) | Pay Day | Nov 3, 2025 | $0.10 |
 ASHM.L (mick_repo) | Ex-Dividend | Nov 6, 2025 | $0.16 |
 PSN.L (mick_repo) | Pay Day | Nov 7, 2025 | $0.27 |
 AXP (defense_investor) | Pay Day | Nov 10, 2025 | $0.82 |
 MMS (cfigueroa1982) | Ex-Dividend | Nov 14, 2025 | $0.30 |
KALU (cfigueroa1982) | Pay Day | Nov 14, 2025 | $0.77 |
 GLW (GeorgeFatouros) | Ex-Dividend | Nov 14, 2025 | $0.28 |
 MSFT (defense_investor) | Ex-Dividend | Nov 20, 2025 | $0.91 |
JNJ | Ex-Dividend | Nov 25, 2025 | $1.30 |
 ITV.L (mick_repo) | Pay Day | Nov 25, 2025 | $0.02 |
C (defense_investor) | Pay Day | Nov 26, 2025 | $0.60 |
 AEM (cfigueroa1982) | Ex-Dividend | Dec 1, 2025 | $0.40 |
MMS (cfigueroa1982) | Pay Day | Dec 1, 2025 | $0.30 |
 MC.PA (CCalle) | Ex-Dividend | Dec 2, 2025 | $6.47 |
 CRS (cfigueroa1982) | Pay Day | Dec 4, 2025 | $0.20 |
 DGE.L (mick_repo) | Pay Day | Dec 4, 2025 | $0.84 |
 DEO (mick_repo) | Pay Day | Dec 4, 2025 | $2.52 |
MC.PA (CCalle) | Pay Day | Dec 4, 2025 | $6.47 |
ASHM.L (mick_repo) | Pay Day | Dec 8, 2025 | $0.16 |
JNJ | Pay Day | Dec 9, 2025 | $1.30 |
MSFT (defense_investor) | Pay Day | Dec 11, 2025 | $0.91 |
GLW (GeorgeFatouros) | Pay Day | Dec 12, 2025 | $0.28 |
AEM (cfigueroa1982) | Pay Day | Dec 15, 2025 | $0.40 |
Performance Metrics
Score 6/10
Beta
0.95
0.95
0
0.8
1.2
0
2
Sharpe Ratio
0.99
0.99
0
0.5
1
1.5
1.5
Sortino Ratio
1.8
1.8
0
1
2
3
3
Jensen's Alpha
1.2
1.2
-2
0
2
4.5
4.5
Omega Ratio
1.05
1.05
0
1
1.5
2.5
2.5
Treynor Ratio
1.16
1.16
0
0.75
1.25
2
2
Information Ratio
0.08
0.08
0
0.3
0.6
1
1
Calmar Ratio
2.33
2.33
0
0.3
0.6
3
3
Beta
0.95
0.95
0
0.8
1.2
0
2
Sharpe Ratio
0.99
0.99
0
0.5
1
1.5
1.5
Sortino Ratio
1.8
1.8
0
1
2
3
3
Jensen's Alpha
1.2
1.2
-2
0
2
4.5
4.5
Omega Ratio
1.05
1.05
0
1
1.5
2.5
2.5
Treynor Ratio
1.16
1.16
0
0.75
1.25
2
2
Information Ratio
0.08
0.08
0
0.3
0.6
1
1
Calmar Ratio
2.33
2.33
0
0.3
0.6
3
3
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
14.46
High:
GRAB
206.18GRABLow:
CMCSA.RTH
4.88CMCSA.RTHDetails
PEG Ratio
66.17
High:GRAB
136.78GRABLow:CMCSA.RTH
8.06CMCSA.RTHDetails
Price/Book
3.97
High:
JNJ
5.94JNJLow:CMCSA.RTH
1.13CMCSA.RTHDetails
Price/Sales
2.9
High:GRAB
7.79GRABLow:
CHTR
0.65CHTRDetails
Price/CF
11.55
High:GRAB
24.22GRABLow:CHTR
3.81CHTRDetails
Price/FCF
34.89
High:
01211.HK
86.3501211.HKLow:CMCSA.RTH
9.11CMCSA.RTHDetails
P/E Ratio
14.46
High:GRAB
206.18GRABLow:CMCSA.RTH
4.88CMCSA.RTHDetails
PEG Ratio
66.17
High:GRAB
136.78GRABLow:CMCSA.RTH
8.06CMCSA.RTHDetails
Price/Book
3.97
High:JNJ
5.94JNJLow:CMCSA.RTH
1.13CMCSA.RTHDetails
Price/Sales
2.9
High:GRAB
7.79GRABLow:CHTR
0.65CHTRDetails
Price/CF
11.55
High:GRAB
24.22GRABLow:CHTR
3.81CHTRDetails
Price/FCF
34.89
High:01211.HK
86.3501211.HKLow:CMCSA.RTH
9.11CMCSA.RTHDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-7.66% | Dec 2024 | Jun 2025 | 6 |
-1.57% | Oct 2025 | - | 1 |