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+3.51%
Today
+6.19%
This Month
-15.21%
Year To Date
+7.75%
2 Years
+57.42%
5 Years
+10.02%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies33.64%
- 🧬 Health Technology30.14%
- 👥 Copy Trading25.55%
- 🚗 Consumer Durables7.21%
- 🛍️ Retail Trade3.14%
- 🖥️ Technology Services2.85%
- 🍞 Consumer Non Durables2.4%
- 💰 Finance2.16%
- 🚚 Transportation1.79%
- 📊 ETFs0.35%
- 📡 Communications0.22%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq46.51%
- 🌍 Digital Currency33.64%
- 🇺🇸 NYSE13.6%
- 🇩🇪 FRA7.79%
- 🇫🇷 Euronext Paris2.4%
- 🇳🇴 Oslo Stock Exchange1.79%
- 🇭🇰 Hong Kong Exchanges1.08%
- 🇪🇸 Bolsa De Madrid0.91%
- 🇬🇧 LSE0.78%
- 🇨🇭 SIX0.31%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States54.9%
- 🇩🇪 Germany7.79%
- 🇨🇳 China2.48%
- 🇫🇷 France2.4%
- 🇳🇴 Norway1.79%
- 🇸🇬 Singapore1.39%
- 🇪🇸 Spain0.91%
- 🇨🇦 Canada0.63%
- 🇺🇾 Uruguay0.51%
- 🇬🇧 United Kingdom0.43%
- 🇮🇪 Ireland0.37%
- 🇭🇰 Hong Kong0.35%
- 🇮🇳 India0.32%
- 🇨🇭 Switzerland0.31%
- 🇮🇱 Israel0.23%
Dividends
Dividend Yield
0.77%
9 out of 24 instruments pay dividend.
13 dividend payments in the next 30 days.
Highest Dividend: $MNRO (6.96%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 PAH3.DE | 0.31% | 5.61% | $2.56 |
 RenewableEnergy | 0.23% | 2.07% | - |
 MC.PA | 0.07% | 2.76% | $13 |
 ShoppingCart | 0.06% | 0.42% | - |
 BLK | 0.05% | 2.09% | $20.2 |
 BMW.DE | 0.02% | 5.59% | $6 |
 MNRO | 0.01% | 6.96% | $1.12 |
 T | 0.01% | 3.97% | $1.11 |
 UDVD.L | 0.01% | 2.17% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 PEG (RenewableEnergy) | Ex-Dividend | Jun 9, 2025 | $0.63 |
 AEP (RenewableEnergy) | Pay Day | Jun 10, 2025 | $0.93 |
 BABA (ShoppingCart) | Ex-Dividend | Jun 12, 2025 | $0.95 |
 EBAY (ShoppingCart) | Pay Day | Jun 13, 2025 | $0.29 |
 EXC (RenewableEnergy) | Pay Day | Jun 13, 2025 | $0.40 |
 DUK (RenewableEnergy) | Pay Day | Jun 16, 2025 | $1.04 |
 NEE (RenewableEnergy) | Pay Day | Jun 16, 2025 | $0.57 |
 ED (RenewableEnergy) | Pay Day | Jun 16, 2025 | $0.85 |
MNRO | Pay Day | Jun 17, 2025 | $0.28 |
 HD (ShoppingCart) | Pay Day | Jun 18, 2025 | $2.30 |
 VST (RenewableEnergy) | Ex-Dividend | Jun 18, 2025 | $0.22 |
BLK | Pay Day | Jun 23, 2025 | $5.21 |
 JOYY (ShoppingCart) | Ex-Dividend | Jun 23, 2025 | $0.94 |
 0916.HK (RenewableEnergy) | Ex-Dividend | Jun 23, 2025 | $0.03 |
 BKNG (ShoppingCart) | Pay Day | Jun 30, 2025 | $9.60 |
PEG (RenewableEnergy) | Pay Day | Jun 30, 2025 | $0.63 |
VST (RenewableEnergy) | Pay Day | Jun 30, 2025 | $0.22 |
JOYY (ShoppingCart) | Pay Day | Jul 3, 2025 | $0.94 |
 IBE.MC (RenewableEnergy) | Ex-Dividend | Jul 4, 2025 | $0.46 |
BABA (ShoppingCart) | Pay Day | Jul 10, 2025 | $0.95 |
 SSE.L (RenewableEnergy) | Ex-Dividend | Jul 24, 2025 | $0.58 |
IBE.MC (RenewableEnergy) | Pay Day | Jul 30, 2025 | $0.46 |
 WMT (ShoppingCart) | Ex-Dividend | Aug 15, 2025 | $0.24 |
0916.HK (RenewableEnergy) | Pay Day | Aug 15, 2025 | $0.03 |
WMT (ShoppingCart) | Pay Day | Sep 2, 2025 | $0.24 |
SSE.L (RenewableEnergy) | Pay Day | Sep 18, 2025 | $0.58 |
Performance Metrics
Score 3.7/10
Beta
1.67
1.67
0
0.8
1.2
0
2
Sharpe Ratio
0.31
0.31
0
0.5
1
1.5
1.5
Sortino Ratio
0.67
0.67
0
1
2
3
3
Jensen's Alpha
-1.55
-1.55
-2
0
2
4.5
4.5
Omega Ratio
1.13
1.13
0
1
1.5
2.5
2.5
Treynor Ratio
0.82
0.82
0
0.75
1.25
2
2
Information Ratio
0.12
0.12
0
0.3
0.6
1
1
Calmar Ratio
0.19
0.19
0
0.3
0.6
1
1
Beta
1.67
1.67
0
0.8
1.2
0
2
Sharpe Ratio
0.31
0.31
0
0.5
1
1.5
1.5
Sortino Ratio
0.67
0.67
0
1
2
3
3
Jensen's Alpha
-1.55
-1.55
-2
0
2
4.5
4.5
Omega Ratio
1.13
1.13
0
1
1.5
2.5
2.5
Treynor Ratio
0.82
0.82
0
0.75
1.25
2
2
Information Ratio
0.12
0.12
0
0.3
0.6
1
1
Calmar Ratio
0.19
0.19
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
21.16
High:
TSLA
156.57TSLALow:
MNRO
-66.42MNRODetails
PEG Ratio
21.55
High:
BLK
502.76BLKLow:
LCID
-51.46LCIDDetails
Price/Book
2.37
High:
TTWO
19.14TTWOLow:
PAH3.DE
0.31PAH3.DEDetails
Price/Sales
3.27
High:TSLA
10.47TSLALow:
CRBP
-CRBPDetails
Price/CF
19.36
High:TTWO
18,296.3TTWOLow:
NAS.OL
1.69NAS.OLDetails
Price/FCF
50.61
High:TTWO
156.65TTWOLow:NAS.OL
3.99NAS.OLDetails
P/E Ratio
21.16
High:TSLA
156.57TSLALow:MNRO
-66.42MNRODetails
PEG Ratio
21.55
High:BLK
502.76BLKLow:LCID
-51.46LCIDDetails
Price/Book
2.37
High:TTWO
19.14TTWOLow:PAH3.DE
0.31PAH3.DEDetails
Price/Sales
3.27
High:TSLA
10.47TSLALow:CRBP
-CRBPDetails
Price/CF
19.36
High:TTWO
18,296.3TTWOLow:NAS.OL
1.69NAS.OLDetails
Price/FCF
50.61
High:TTWO
156.65TTWOLow:NAS.OL
3.99NAS.OLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-44.48% | Dec 2024 | - | 7 |
-42.59% | Nov 2021 | Feb 2024 | 27 |
-17.98% | Sep 2020 | Nov 2020 | 2 |
-11.89% | Oct 2024 | Nov 2024 | 1 |
-7.66% | May 2021 | Sep 2021 | 4 |
-6.39% | Dec 2020 | Apr 2021 | 4 |
-1.97% | Apr 2024 | Jun 2024 | 2 |
-0.12% | Jul 2024 | Aug 2024 | 1 |