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-0.12%
Today
+0.31%
This Month
+2.51%
Year To Date
+32.94%
2 Years
+118.39%
5 Years
+20.15%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs52.79%
- 👥 Copy Trading20.66%
- 💰 Finance10.58%
- 🖥️ Technology Services4.85%
- ⚡ Utilities3.86%
- 💼 Commercial Services3.16%
- ⛏️ Energy Minerals1.55%
- 💇♀️ Consumer Services0.68%
- 🧬 Health Technology0.61%
- 🚗 Consumer Durables0.09%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE52.08%
- 🇺🇸 Nasdaq27.92%
- 🇬🇧 LSE9.31%
- 🇺🇸 Chicago Board Options Exchange7.11%
- 🇭🇰 Hong Kong Exchanges0.76%
- 🇩🇪 FRA0.52%
- 🇪🇸 Bolsa De Madrid0.45%
- 🇨🇭 SIX0.15%
- 🌍 Digital Currency0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States29.87%
- 🇨🇦 Canada2.73%
- 🇨🇳 China1%
- 🇩🇪 Germany0.52%
- 🇪🇸 Spain0.45%
- 🇮🇱 Israel0.34%
- 🇬🇧 United Kingdom0.31%
- 🇨🇭 Switzerland0.26%
- 🇸🇬 Singapore0.26%
- 🇭🇰 Hong Kong0.18%
- 🇹🇼 Taiwan0.12%
- 🇯🇵 Japan0.11%
- 🇮🇪 Ireland0.09%
- 🇩🇰 Denmark0.06%
- 🇫🇷 France0.05%
- 🇳🇱 Netherlands0.04%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
1.09%
15 out of 25 instruments pay dividend.
23 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% | 1.29% | - |
 SCHF | 0.15% | 2.93% | - |
 DUK | 0.14% | 3.61% | $4.1 |
 MDY | 0.12% | 1.35% | - |
 RenewableEnergy | 0.12% | 2.08% | - |
 VXUS | 0.08% | 3.05% | - |
 QQQ | 0.07% | 0.63% | - |
 XOM | 0.06% | 3.84% | $3.76 |
 INDA | 0.05% | 0.74% | - |
 VOO | 0.04% | 1.37% | - |
 MSFT | 0.03% | 0.69% | $3 |
 InTheGame | 0.02% | 0.44% | - |
 CRISPR-Tech | 0.01% | 1.06% | - |
 DIS | 0.01% | 0.88% | $0.75 |
 NVTKL.L | 0% | 109.46% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 PEG (RenewableEnergy) | Ex-Dividend | Jun 9, 2025 | $0.63 |
 GOOGL (InTheGame) | Ex-Dividend | Jun 9, 2025 | $0.21 |
XOM | Pay Day | Jun 10, 2025 | $0.99 |
 AEP (RenewableEnergy) | Pay Day | Jun 10, 2025 | $0.93 |
 JNJ (CRISPR-Tech) | Pay Day | Jun 10, 2025 | $1.30 |
 NVDA (InTheGame) | Ex-Dividend | Jun 11, 2025 | $0.01 |
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 |
 EXC (RenewableEnergy) | Pay Day | Jun 13, 2025 | $0.40 |
 PFE (CRISPR-Tech) | Pay Day | Jun 13, 2025 | $0.43 |
 GILD (CRISPR-Tech) | Ex-Dividend | Jun 13, 2025 | $0.79 |
 NTES (InTheGame) | Pay Day | Jun 13, 2025 | $0.68 |
DUK | Pay Day | Jun 16, 2025 | $1.04 |
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 |
 META (InTheGame) | Ex-Dividend | Jun 16, 2025 | $0.52 |
GOOGL (InTheGame) | Pay Day | Jun 16, 2025 | $0.21 |
 VST (RenewableEnergy) | Ex-Dividend | Jun 18, 2025 | $0.22 |
 EA (InTheGame) | Pay Day | Jun 18, 2025 | $0.19 |
 WDC (InTheGame) | Pay Day | Jun 18, 2025 | $0.10 |
 0916.HK (RenewableEnergy) | Ex-Dividend | Jun 23, 2025 | $0.03 |
 JOYY (InTheGame) | Ex-Dividend | Jun 23, 2025 | $0.94 |
DIS | Ex-Dividend | Jun 24, 2025 | $0.50 |
META (InTheGame) | Pay Day | Jun 26, 2025 | $0.52 |
 QCOM (InTheGame) | Pay Day | Jun 26, 2025 | $0.89 |
GILD (CRISPR-Tech) | Pay Day | Jun 27, 2025 | $0.79 |
PEG (RenewableEnergy) | Pay Day | Jun 30, 2025 | $0.63 |
VST (RenewableEnergy) | Pay Day | Jun 30, 2025 | $0.22 |
NVDA (InTheGame) | Pay Day | Jul 3, 2025 | $0.01 |
JOYY (InTheGame) | Pay Day | Jul 3, 2025 | $0.94 |
 IBE.MC (RenewableEnergy) | Ex-Dividend | Jul 4, 2025 | $0.46 |
 GSK (CRISPR-Tech) | Pay Day | Jul 10, 2025 | $0.43 |
TSM (InTheGame) | Pay Day | Jul 10, 2025 | $0.68 |
DIS | Pay Day | Jul 23, 2025 | $0.50 |
 SSE.L (RenewableEnergy) | Ex-Dividend | Jul 24, 2025 | $0.58 |
IBE.MC (RenewableEnergy) | Pay Day | Jul 30, 2025 | $0.46 |
0916.HK (RenewableEnergy) | Pay Day | Aug 15, 2025 | $0.03 |
SSE.L (RenewableEnergy) | Pay Day | Sep 18, 2025 | $0.58 |
SCHF | Pay Day | Dec 18, 2025 | $0.42 |
INDA | Pay Day | Dec 20, 2025 | $0.00 |
Performance Metrics
Score 7.1/10
Beta
1.11
1.11
0
0.8
1.2
0
2
Sharpe Ratio
0.77
0.77
0
0.5
1
1.5
1.5
Sortino Ratio
1.52
1.52
0
1
2
3
3
Jensen's Alpha
5.8
5.8
-2
0
2
6
6
Omega Ratio
1.69
1.69
0
1
1.5
2.5
2.5
Treynor Ratio
1.3
1.3
0
0.75
1.25
2
2
Information Ratio
0.6
0.6
0
0.3
0.6
1
1
Calmar Ratio
0.6
0.6
0
0.3
0.6
1
1
Beta
1.11
1.11
0
0.8
1.2
0
2
Sharpe Ratio
0.77
0.77
0
0.5
1
1.5
1.5
Sortino Ratio
1.52
1.52
0
1
2
3
3
Jensen's Alpha
5.8
5.8
-2
0
2
6
6
Omega Ratio
1.69
1.69
0
1
1.5
2.5
2.5
Treynor Ratio
1.3
1.3
0
0.75
1.25
2
2
Information Ratio
0.6
0.6
0
0.3
0.6
1
1
Calmar Ratio
0.6
0.6
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
20.7
High:
SHOP
83.53SHOPLow:
PATH
-109.85PATHDetails
PEG Ratio
113.56
High:
MSFT
296.39MSFTLow:PATH
-474.99PATHDetails
Price/Book
3.13
High:SHOP
12.16SHOPLow:
NIO
-144.34NIODetails
Price/Sales
4.81
High:SHOP
14.31SHOPLow:NIO
0.83NIODetails
Price/CF
24.24
High:SHOP
71.97SHOPLow:
DUK
7.86DUKDetails
Price/FCF
69.37
High:
BRK.B
95.23BRK.BLow:
FVRR
9.93FVRRDetails
P/E Ratio
20.7
High:SHOP
83.53SHOPLow:PATH
-109.85PATHDetails
PEG Ratio
113.56
High:MSFT
296.39MSFTLow:PATH
-474.99PATHDetails
Price/Book
3.13
High:SHOP
12.16SHOPLow:NIO
-144.34NIODetails
Price/Sales
4.81
High:SHOP
14.31SHOPLow:NIO
0.83NIODetails
Price/CF
24.24
High:SHOP
71.97SHOPLow:DUK
7.86DUKDetails
Price/FCF
69.37
High:BRK.B
95.23BRK.BLow:FVRR
9.93FVRRDetails
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 |
-5.66% | Dec 2024 | - | 7 |
-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 |