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0%
Today
-3.81%
This Month
-5.92%
Year To Date
+29.54%
2 Years
+132.81%
5 Years
+18.97%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs52.85%
- 👥 Copy Trading21.49%
- 💰 Finance12.46%
- 🖥️ Technology Services6.58%
- ⚡ Utilities2.99%
- 🧬 Health Technology0.63%
- 💇♀️ Consumer Services0.57%
- 💼 Commercial Services0.52%
- ⛏️ Energy Minerals0.42%
- 🚗 Consumer Durables0.1%
- 💵 Cash0.07%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE51.81%
- 🇺🇸 Nasdaq26.15%
- 🇬🇧 LSE10.39%
- 🇺🇸 Chicago Board Options Exchange7.7%
- 🇭🇰 Hong Kong Exchanges0.83%
- 🇩🇪 FRA0.52%
- 🇪🇸 Bolsa De Madrid0.47%
- 🇨🇭 SIX0.16%
- 🌍 Digital Currency0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States28.82%
- 🇨🇦 Canada2.42%
- 🇨🇳 China1.04%
- 🇩🇪 Germany0.52%
- 🇪🇸 Spain0.47%
- 🇬🇧 United Kingdom0.34%
- 🇮🇱 Israel0.28%
- 🇨🇭 Switzerland0.21%
- 🇸🇬 Singapore0.2%
- 🇭🇰 Hong Kong0.2%
- 🇯🇵 Japan0.1%
- 🇹🇼 Taiwan0.1%
- 🇮🇪 Ireland0.09%
- 🇰🇾 Cayman Islands0.07%
- 🇩🇰 Denmark0.06%
- 🇫🇷 France0.06%
- 🇳🇱 Netherlands0.04%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
1.04%
15 out of 25 instruments pay dividend.
5 dividend payments in the next 30 days.
Highest Dividend: $NVTKL.L (109.46%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 SPY | 0.2% | 1.28% | - |
 SCHF | 0.16% | 3.07% | - |
 RenewableEnergy | 0.13% | 2.28% | - |
 MDY | 0.12% | 1.32% | - |
 DUK | 0.1% | 3.42% | $4.1 |
 VXUS | 0.08% | 3.15% | - |
 QQQ | 0.07% | 0.64% | - |
 INDA | 0.06% | 0.78% | - |
 VOO | 0.04% | 1.36% | - |
 MSFT | 0.03% | 0.88% | $3 |
 InTheGame | 0.02% | 0.53% | - |
 CRISPR-Tech | 0.02% | 1.14% | - |
 XOM | 0.02% | 3.63% | $3.76 |
 DIS | 0.01% | 1.18% | $0.75 |
 NVTKL.L | 0% | 109.46% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
QQQ | Pay Day | Apr 24, 2025 | $- |
 LNT (RenewableEnergy) | Ex-Dividend | Apr 30, 2025 | $0.51 |
 JOYY (InTheGame) | Pay Day | Apr 30, 2025 | $0.93 |
 BMY (CRISPR-Tech) | Pay Day | May 1, 2025 | $0.62 |
 SNY (CRISPR-Tech) | Ex-Dividend | May 9, 2025 | $2.52 |
 ED (RenewableEnergy) | Ex-Dividend | May 14, 2025 | $0.85 |
MSFT | Ex-Dividend | May 15, 2025 | $0.83 |
LNT (RenewableEnergy) | Pay Day | May 15, 2025 | $0.51 |
MSFT (InTheGame) | Ex-Dividend | May 15, 2025 | $0.83 |
 GEV (RenewableEnergy) | Pay Day | May 16, 2025 | $0.25 |
 AMGN (CRISPR-Tech) | Ex-Dividend | May 16, 2025 | $2.38 |
 0700.HK (InTheGame) | Ex-Dividend | May 16, 2025 | $0.58 |
 JNJ (CRISPR-Tech) | Ex-Dividend | May 27, 2025 | $1.30 |
0700.HK (InTheGame) | Pay Day | May 30, 2025 | $0.58 |
 QCOM (InTheGame) | Ex-Dividend | Jun 5, 2025 | $0.89 |
AMGN (CRISPR-Tech) | Pay Day | Jun 6, 2025 | $2.38 |
JNJ (CRISPR-Tech) | Pay Day | Jun 10, 2025 | $1.30 |
MSFT | Pay Day | Jun 12, 2025 | $0.83 |
SNY (CRISPR-Tech) | Pay Day | Jun 12, 2025 | $2.52 |
MSFT (InTheGame) | Pay Day | Jun 12, 2025 | $0.83 |
 TSM (InTheGame) | Ex-Dividend | Jun 12, 2025 | $0.68 |
ED (RenewableEnergy) | Pay Day | Jun 16, 2025 | $0.85 |
 0916.HK (RenewableEnergy) | Ex-Dividend | Jun 23, 2025 | $0.03 |
DIS | Ex-Dividend | Jun 24, 2025 | $0.50 |
QCOM (InTheGame) | Pay Day | Jun 26, 2025 | $0.89 |
SCHF | Pay Day | Jul 1, 2025 | $- |
TSM (InTheGame) | Pay Day | Jul 10, 2025 | $0.68 |
DIS | Pay Day | Jul 23, 2025 | $0.50 |
0916.HK (RenewableEnergy) | Pay Day | Aug 15, 2025 | $0.03 |
INDA | Pay Day | Dec 20, 2025 | $- |
Performance Metrics
Score 7.1/10
Beta
1.11
1.11
0
0.8
1.2
0
2
Sharpe Ratio
0.76
0.76
0
0.5
1
1.5
1.5
Sortino Ratio
1.49
1.49
0
1
2
3
3
Jensen's Alpha
6.14
6.14
-2
0
2
7
7
Omega Ratio
1.71
1.71
0
1
1.5
2.5
2.5
Treynor Ratio
1.28
1.28
0
0.75
1.25
2
2
Information Ratio
0.62
0.62
0
0.3
0.6
1
1
Calmar Ratio
0.59
0.59
0
0.3
0.6
1
1
Beta
1.11
1.11
0
0.8
1.2
0
2
Sharpe Ratio
0.76
0.76
0
0.5
1
1.5
1.5
Sortino Ratio
1.49
1.49
0
1
2
3
3
Jensen's Alpha
6.14
6.14
-2
0
2
7
7
Omega Ratio
1.71
1.71
0
1
1.5
2.5
2.5
Treynor Ratio
1.28
1.28
0
0.75
1.25
2
2
Information Ratio
0.62
0.62
0
0.3
0.6
1
1
Calmar Ratio
0.59
0.59
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
16.96
High:
SHOP
53.81SHOPLow:
PATH
-81.58PATHDetails
PEG Ratio
108.8
High:
PYPL
342.66PYPLLow:PATH
-396.28PATHDetails
Price/Book
2.66
High:SHOP
9.37SHOPLow:
NVTKL.L
0.01NVTKL.LDetails
Price/Sales
4.28
High:SHOP
12.2SHOPLow:
NIO
0.8NIODetails
Price/CF
27.07
High:SHOP
86.99SHOPLow:
DUK
6.74DUKDetails
Price/FCF
74.03
High:SHOP
88.02SHOPLow:PYPL
12.79PYPLDetails
P/E Ratio
16.96
High:SHOP
53.81SHOPLow:PATH
-81.58PATHDetails
PEG Ratio
108.8
High:PYPL
342.66PYPLLow:PATH
-396.28PATHDetails
Price/Book
2.66
High:SHOP
9.37SHOPLow:NVTKL.L
0.01NVTKL.LDetails
Price/Sales
4.28
High:SHOP
12.2SHOPLow:NIO
0.8NIODetails
Price/CF
27.07
High:SHOP
86.99SHOPLow:DUK
6.74DUKDetails
Price/FCF
74.03
High:SHOP
88.02SHOPLow:PYPL
12.79PYPLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-31.37% | Nov 2021 | Mar 2024 | 28 |
-16.57% | Feb 2020 | May 2020 | 3 |
-10.14% | Sep 2020 | Nov 2020 | 2 |
-9.25% | Dec 2024 | - | 5 |
-3.51% | Apr 2024 | May 2024 | 1 |
-3.27% | Sep 2021 | Oct 2021 | 1 |
-1.85% | Jul 2021 | Aug 2021 | 1 |
-1.64% | Oct 2024 | Nov 2024 | 1 |
-1.18% | Dec 2019 | Jan 2020 | 1 |
-0.24% | Mar 2021 | Apr 2021 | 1 |
-0.14% | Aug 2019 | Sep 2019 | 1 |