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+0.77%
Today
+2.36%
This Month
-12.54%
Year To Date
+39.74%
2 Years
+39.74%
5 Years
+24.99%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies24.76%
- 👥 Copy Trading19.13%
- 💰 Finance15.07%
- 📊 ETFs14.95%
- 🧬 Health Technology9.45%
- 🖥️ Technology Services6.02%
- 🏥 Health Services4.22%
- 💵 Cash0.15%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency26.32%
- 🇺🇸 NYSE17.36%
- 🇩🇪 FRA15.07%
- 🇩🇪 Xetra ETFs14.95%
- 🇺🇸 Nasdaq9.71%
- 🇪🇸 Bolsa De Madrid6.02%
- 🇬🇧 LSE0.53%
- 🇭🇰 Hong Kong Exchanges0.31%
- 🇳🇱 Euronext Amsterdam0.18%
- 🇨🇭 SIX0.1%
- 🇫🇷 Euronext Paris0.07%
- 🇺🇸 Chicago Board Options Exchange0.03%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States22.81%
- 🇩🇪 Germany15.07%
- 🇪🇸 Spain6.02%
- 🇨🇳 China0.61%
- 🇬🇧 United Kingdom0.44%
- 🇸🇬 Singapore0.27%
- 🇨🇭 Switzerland0.25%
- 🇳🇱 Netherlands0.18%
- 🇨🇦 Canada0.17%
- 🇯🇵 Japan0.14%
- 🇹🇼 Taiwan0.13%
- 🇮🇱 Israel0.09%
- 🇫🇷 France0.07%
Dividends
Dividend Yield
1.22%
9 out of 15 instruments pay dividend.
9 dividend payments in the next 30 days.
Highest Dividend: $JNJ (3.25%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 TEG.DE | 0.43% | 2.83% | - |
 IQQQ.DE | 0.32% | 2.13% | - |
 JNJ | 0.27% | 3.25% | $4.81 |
 rcrdortiz | 0.08% | 1.78% | - |
 IDR.MC | 0.04% | 0.73% | $0.2 |
 Cfranklin89 | 0.03% | 1.12% | - |
 InTheGame | 0.02% | 0.49% | - |
 ElizaCalde | 0.02% | 0.73% | - |
 NIQUE3 | 0.01% | 0.19% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 CP (Cfranklin89) | Pay Day | Apr 28, 2025 | $0.13 |
 MC.PA (NIQUE3) | Pay Day | Apr 28, 2025 | $8.54 |
 JOYY (InTheGame) | Pay Day | Apr 30, 2025 | $0.93 |
 ASML.NV (Cfranklin89) | Pay Day | May 6, 2025 | $2.10 |
ASML.NV (NIQUE3) | Pay Day | May 6, 2025 | $2.10 |
 WFRD (NIQUE3) | Ex-Dividend | May 6, 2025 | $0.25 |
 LEN (Cfranklin89) | Pay Day | May 7, 2025 | $0.50 |
 MAIN (rcrdortiz) | Ex-Dividend | May 8, 2025 | $0.25 |
 AXP (Cfranklin89) | Pay Day | May 9, 2025 | $0.82 |
 WMT (Cfranklin89) | Ex-Dividend | May 9, 2025 | $0.24 |
 MSFT (NIQUE3) | Ex-Dividend | May 15, 2025 | $0.83 |
MAIN (rcrdortiz) | Pay Day | May 15, 2025 | $0.25 |
MSFT (InTheGame) | Ex-Dividend | May 15, 2025 | $0.83 |
 BTRW.L (Cfranklin89) | Pay Day | May 16, 2025 | $0.07 |
 AMGN (rcrdortiz) | Ex-Dividend | May 16, 2025 | $2.38 |
 0700.HK (InTheGame) | Ex-Dividend | May 16, 2025 | $0.58 |
JNJ | Ex-Dividend | May 27, 2025 | $1.30 |
WMT (Cfranklin89) | Pay Day | May 27, 2025 | $0.24 |
IQQQ.DE | Pay Day | May 30, 2025 | $0.00 |
 GS (Cfranklin89) | Ex-Dividend | May 30, 2025 | $3.00 |
 TMUS (rcrdortiz) | Ex-Dividend | May 30, 2025 | $0.88 |
0700.HK (InTheGame) | Pay Day | May 30, 2025 | $0.58 |
WFRD (NIQUE3) | Pay Day | Jun 5, 2025 | $0.25 |
 QCOM (InTheGame) | Ex-Dividend | Jun 5, 2025 | $0.89 |
AMGN (rcrdortiz) | Pay Day | Jun 6, 2025 | $2.38 |
JNJ | Pay Day | Jun 10, 2025 | $1.30 |
MSFT (NIQUE3) | Pay Day | Jun 12, 2025 | $0.83 |
TMUS (rcrdortiz) | Pay Day | Jun 12, 2025 | $0.88 |
MSFT (InTheGame) | Pay Day | Jun 12, 2025 | $0.83 |
 TSM (InTheGame) | Ex-Dividend | Jun 12, 2025 | $0.68 |
QCOM (InTheGame) | Pay Day | Jun 26, 2025 | $0.89 |
GS (Cfranklin89) | Pay Day | Jun 27, 2025 | $3.00 |
IDR.MC | Ex-Dividend | Jul 8, 2025 | $0.26 |
IDR.MC | Pay Day | Jul 10, 2025 | $0.26 |
TSM (InTheGame) | Pay Day | Jul 10, 2025 | $0.68 |
 INDA (Cfranklin89) | Pay Day | Dec 20, 2025 | $0.00 |
 CQQQ (rcrdortiz) | Pay Day | Dec 27, 2025 | $0.11 |
Performance Metrics
Score 4/10
Beta
2.65
2.65
0
0.8
1.2
0
3
Sharpe Ratio
0.6
0.6
0
0.5
1
1.5
1.5
Sortino Ratio
1.08
1.08
0
1
2
3
3
Jensen's Alpha
-17.02
-17.02
-18
0
2
4.5
4.5
Omega Ratio
1.22
1.22
0
1
1.5
2.5
2.5
Treynor Ratio
0.82
0.82
0
0.75
1.25
2
2
Information Ratio
0.27
0.27
0
0.3
0.6
1
1
Calmar Ratio
0.93
0.93
0
0.3
0.6
1
1
Beta
2.65
2.65
0
0.8
1.2
0
3
Sharpe Ratio
0.6
0.6
0
0.5
1
1.5
1.5
Sortino Ratio
1.08
1.08
0
1
2
3
3
Jensen's Alpha
-17.02
-17.02
-18
0
2
4.5
4.5
Omega Ratio
1.22
1.22
0
1
1.5
2.5
2.5
Treynor Ratio
0.82
0.82
0
0.75
1.25
2
2
Information Ratio
0.27
0.27
0
0.3
0.6
1
1
Calmar Ratio
0.93
0.93
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
17.4
High:
SOLV
23.89SOLVLow:
SANA
-1.46SANADetails
PEG Ratio
143.7
High:
JNJ
467.41JNJLow:SANA
-7.32SANADetails
Price/Book
4.84
High:JNJ
5.23JNJLow:
TEG.DE
0.8TEG.DEDetails
Price/Sales
3.93
High:JNJ
4.22JNJLow:SANA
-SANADetails
Price/CF
14.32
High:TEG.DE
19.77TEG.DELow:
IDR.MC
7.72IDR.MCDetails
Price/FCF
40.44
High:JNJ
43.9JNJLow:IDR.MC
8.78IDR.MCDetails
P/E Ratio
17.4
High:SOLV
23.89SOLVLow:SANA
-1.46SANADetails
PEG Ratio
143.7
High:JNJ
467.41JNJLow:SANA
-7.32SANADetails
Price/Book
4.84
High:JNJ
5.23JNJLow:TEG.DE
0.8TEG.DEDetails
Price/Sales
3.93
High:JNJ
4.22JNJLow:SANA
-SANADetails
Price/CF
14.32
High:TEG.DE
19.77TEG.DELow:IDR.MC
7.72IDR.MCDetails
Price/FCF
40.44
High:JNJ
43.9JNJLow:IDR.MC
8.78IDR.MCDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-26.48% | Dec 2024 | - | 5 |
-15.32% | Apr 2024 | Sep 2024 | 5 |
-2.44% | Oct 2024 | Nov 2024 | 1 |
-1.39% | Jan 2024 | Feb 2024 | 1 |