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+0.7%
This Month
-2.97%
Year To Date
+46.25%
2 Years
-4.57%
5 Years
-31.92%
10 Years
+30.91%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading41.87%
- 💵 Cash18.21%
- 🪙 Cryptocurrencies2.73%
- 📊 ETFs1.39%
- 🛍️ Retail Trade1.38%
- 💰 Finance1.04%
- 🛠️ Producer Manufacturing0.11%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq24.7%
- 🇺🇸 NYSE18.77%
- 🌍 Digital Currency2.73%
- 🇬🇧 LSE1.39%
- 🇭🇰 Hong Kong Exchanges0.63%
- 🇨🇭 SIX0.05%
- 🌍 FX0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States38.22%
- 🇨🇳 China1.59%
- 🇨🇦 Canada1.26%
- 🇳🇱 Netherlands0.77%
- 🇸🇬 Singapore0.65%
- 🇬🇧 United Kingdom0.47%
- 🇹🇼 Taiwan0.46%
- 🇨🇭 Switzerland0.34%
- 🇯🇵 Japan0.31%
- 🇮🇪 Ireland0.04%
- 🇧🇪 Belgium0.02%
Dividends
Dividend Yield
0.35%
6 out of 18 instruments pay dividend.
5 dividend payments in the next 30 days.
Highest Dividend: WarrenBuffet-CF (1.59%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 WarrenBuffet-CF | 0.14% | 1.59% | - |
 BillGates13F | 0.08% | 0.99% | - |
 Cancer-Med | 0.07% | 0.78% | - |
 InTheGame | 0.06% | 0.37% | - |
 ACLN.ZU | 0% | -1.98% | $-0.85 |
 PHIN | 0% | -1.98% | $-1 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 JNJ (Cancer-Med) | Pay Day | Dec 9, 2025 | $1.30 |
 MSFT (InTheGame) | Pay Day | Dec 11, 2025 | $0.91 |
 TSM (InTheGame) | Ex-Dividend | Dec 11, 2025 | $0.84 |
MSFT (BillGates13F) | Pay Day | Dec 11, 2025 | $0.91 |
 WMT (BillGates13F) | Ex-Dividend | Dec 12, 2025 | $0.24 |
 DPZ (WarrenBuffet-CF) | Ex-Dividend | Dec 15, 2025 | $1.74 |
DPZ (WarrenBuffet-CF) | Pay Day | Dec 26, 2025 | $1.74 |
WMT (BillGates13F) | Pay Day | Jan 5, 2026 | $0.24 |
TSM (InTheGame) | Pay Day | Jan 8, 2026 | $0.84 |
Performance Metrics
Score 4.2/10
Beta
-0.26
-0.26
-1
0.8
1.2
-1
2
Sharpe Ratio
-0.08
-0.08
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.11
-0.11
-1
1
2
3
3
Jensen's Alpha
0.82
0.82
-2
0
2
4.5
4.5
Omega Ratio
0.72
0.72
0
1
1.5
2.5
2.5
Treynor Ratio
0.69
0.69
0
0.75
1.25
2
2
Information Ratio
-0.41
-0.41
-1
0.3
0.6
1
1
Calmar Ratio
-0.06
-0.06
-1
0.3
0.6
1
1
Beta
-0.26
-0.26
-1
0.8
1.2
-1
2
Sharpe Ratio
-0.08
-0.08
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.11
-0.11
-1
1
2
3
3
Jensen's Alpha
0.82
0.82
-2
0
2
4.5
4.5
Omega Ratio
0.72
0.72
0
1
1.5
2.5
2.5
Treynor Ratio
0.69
0.69
0
0.75
1.25
2
2
Information Ratio
-0.41
-0.41
-1
0.3
0.6
1
1
Calmar Ratio
-0.06
-0.06
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
50.84
High:
HOOD
54.78HOODLow:
PHIN
24.56PHINDetails
PEG Ratio
12.91
High:
ACLN.ZU
105.12ACLN.ZULow:
GME
5.95GMEDetails
Price/Book
8.6
High:ACLN.ZU
21.64ACLN.ZULow:PHIN
1.32PHINDetails
Price/Sales
15.62
High:HOOD
28.66HOODLow:PHIN
0.63PHINDetails
Price/CF
70.08
High:HOOD
90.65HOODLow:PHIN
7.88PHINDetails
Price/FCF
74.96
High:HOOD
97.17HOODLow:PHIN
17.38PHINDetails
P/E Ratio
50.84
High:HOOD
54.78HOODLow:PHIN
24.56PHINDetails
PEG Ratio
12.91
High:ACLN.ZU
105.12ACLN.ZULow:GME
5.95GMEDetails
Price/Book
8.6
High:ACLN.ZU
21.64ACLN.ZULow:PHIN
1.32PHINDetails
Price/Sales
15.62
High:HOOD
28.66HOODLow:PHIN
0.63PHINDetails
Price/CF
70.08
High:HOOD
90.65HOODLow:PHIN
7.88PHINDetails
Price/FCF
74.96
High:HOOD
97.17HOODLow:PHIN
17.38PHINDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-67.3% | Jan 2018 | - | 96 |
-45.81% | Dec 2013 | Feb 2014 | 2 |
-16.76% | Sep 2013 | Oct 2013 | 1 |
-14.72% | Jun 2014 | Jul 2014 | 1 |
-10.67% | Apr 2014 | May 2014 | 1 |
-8.91% | Aug 2015 | Feb 2016 | 6 |
-3.25% | Jul 2016 | Jun 2017 | 11 |
-2.07% | Apr 2016 | Jun 2016 | 2 |
-1.04% | Sep 2017 | Nov 2017 | 2 |
-0.78% | Jul 2017 | Aug 2017 | 1 |
-0.06% | May 2015 | Jun 2015 | 1 |