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+0.04%
Today
+1.4%
This Month
+7.53%
Year To Date
+33.52%
2 Years
+107.93%
5 Years
+20.82%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs52.32%
- 👥 Copy Trading20.97%
- 💰 Finance9.8%
- 🖥️ Technology Services4.91%
- ⚡ Utilities3.8%
- ⛏️ Energy Minerals2.57%
- 💻 Electronic Technology2.49%
- 💇♀️ Consumer Services0.68%
- 🧬 Health Technology0.55%
- 💼 Commercial Services0.54%
- 🚗 Consumer Durables0.11%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE51.94%
- 🇺🇸 Nasdaq28.24%
- 🇺🇸 Chicago Board Options Exchange6.83%
- 🇭🇰 Hong Kong Exchanges0.84%
- 🇩🇪 FRA0.51%
- 🇪🇸 Bolsa De Madrid0.45%
- 🇬🇧 LSE0.21%
- 🇨🇭 SIX0.17%
- 🌍 Digital Currency0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States32.91%
- 🇨🇳 China1.08%
- 🇩🇪 Germany0.51%
- 🇪🇸 Spain0.45%
- 🇨🇭 Switzerland0.31%
- 🇬🇧 United Kingdom0.3%
- 🇮🇱 Israel0.25%
- 🇭🇰 Hong Kong0.25%
- 🇸🇬 Singapore0.24%
- 🇹🇼 Taiwan0.14%
- 🇨🇦 Canada0.13%
- 🇯🇵 Japan0.09%
- 🇮🇪 Ireland0.08%
- 🇩🇰 Denmark0.05%
- 🇫🇷 France0.04%
- 🇳🇱 Netherlands0.04%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
1.07%
16 out of 25 instruments pay dividend.
6 dividend payments in the next 30 days.
Highest Dividend: $NVTKL.L (109.46%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 SPY | 0.19% | 1.21% | - |
 SCHF | 0.14% | 2.8% | - |
 DUK | 0.13% | 3.51% | $4.1 |
 MDY | 0.11% | 1.28% | - |
 RenewableEnergy | 0.1% | 1.69% | - |
 XOM | 0.09% | 3.63% | $3.76 |
 VXUS | 0.07% | 2.92% | - |
 QQQ | 0.06% | 0.58% | - |
 INDA | 0.05% | 0.74% | - |
 VOO | 0.03% | 1.29% | - |
 MSFT | 0.03% | 0.65% | $3 |
 MPWR | 0.02% | 0.78% | $4.5 |
 InTheGame | 0.02% | 0.39% | - |
 CRISPR-Tech | 0.01% | 1.01% | - |
 DIS | 0.01% | 0.83% | $0.75 |
 NVTKL.L | 0% | 109.46% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
DIS | Pay Day | Jul 23, 2025 | $0.50 |
 SSE.L (RenewableEnergy) | Ex-Dividend | Jul 24, 2025 | $0.58 |
 PFE (CRISPR-Tech) | Ex-Dividend | Jul 25, 2025 | $0.43 |
 IBE.MC (RenewableEnergy) | Pay Day | Jul 30, 2025 | $0.46 |
 LNT (RenewableEnergy) | Ex-Dividend | Jul 31, 2025 | $0.51 |
 BMY (CRISPR-Tech) | Pay Day | Aug 1, 2025 | $0.62 |
 ED (RenewableEnergy) | Ex-Dividend | Aug 13, 2025 | $0.85 |
DUK | Ex-Dividend | Aug 15, 2025 | $1.06 |
DUK (RenewableEnergy) | Ex-Dividend | Aug 15, 2025 | $1.06 |
 0916.HK (RenewableEnergy) | Pay Day | Aug 15, 2025 | $0.03 |
LNT (RenewableEnergy) | Pay Day | Aug 15, 2025 | $0.51 |
 GEV (RenewableEnergy) | Pay Day | Aug 18, 2025 | $0.25 |
MSFT | Ex-Dividend | Aug 21, 2025 | $0.83 |
MSFT (InTheGame) | Ex-Dividend | Aug 21, 2025 | $0.83 |
 JNJ (CRISPR-Tech) | Ex-Dividend | Aug 26, 2025 | $1.30 |
PFE (CRISPR-Tech) | Pay Day | Sep 2, 2025 | $0.43 |
 QCOM (InTheGame) | Ex-Dividend | Sep 4, 2025 | $0.89 |
JNJ (CRISPR-Tech) | Pay Day | Sep 9, 2025 | $1.30 |
MSFT | Pay Day | Sep 11, 2025 | $0.83 |
MSFT (InTheGame) | Pay Day | Sep 11, 2025 | $0.83 |
ED (RenewableEnergy) | Pay Day | Sep 15, 2025 | $0.85 |
DUK | Pay Day | Sep 16, 2025 | $1.06 |
DUK (RenewableEnergy) | Pay Day | Sep 16, 2025 | $1.06 |
 TSM (InTheGame) | Ex-Dividend | Sep 16, 2025 | $0.82 |
SSE.L (RenewableEnergy) | Pay Day | Sep 18, 2025 | $0.58 |
QCOM (InTheGame) | Pay Day | Sep 25, 2025 | $0.89 |
TSM (InTheGame) | Pay Day | Oct 9, 2025 | $0.82 |
INDA | Pay Day | Dec 20, 2025 | $0.00 |
Performance Metrics
Score 7.1/10
Beta
1.1
1.1
0
0.8
1.2
0
2
Sharpe Ratio
0.79
0.79
0
0.5
1
1.5
1.5
Sortino Ratio
1.56
1.56
0
1
2
3
3
Jensen's Alpha
5.49
5.49
-2
0
2
6
6
Omega Ratio
1.66
1.66
0
1
1.5
2.5
2.5
Treynor Ratio
1.33
1.33
0
0.75
1.25
2
2
Information Ratio
0.58
0.58
0
0.3
0.6
1
1
Calmar Ratio
0.62
0.62
0
0.3
0.6
1
1
Beta
1.1
1.1
0
0.8
1.2
0
2
Sharpe Ratio
0.79
0.79
0
0.5
1
1.5
1.5
Sortino Ratio
1.56
1.56
0
1
2
3
3
Jensen's Alpha
5.49
5.49
-2
0
2
6
6
Omega Ratio
1.66
1.66
0
1
1.5
2.5
2.5
Treynor Ratio
1.33
1.33
0
0.75
1.25
2
2
Information Ratio
0.58
0.58
0
0.3
0.6
1
1
Calmar Ratio
0.62
0.62
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
21.88
High:
FVRR
54.66FVRRLow:
PATH
-104.8PATHDetails
PEG Ratio
118.57
High:
MSFT
325.9MSFTLow:PATH
-453.15PATHDetails
Price/Book
3.35
High:MSFT
11.78MSFTLow:
NIO
-173.98NIODetails
Price/Sales
4.97
High:
MPWR
14.58MPWRLow:NIO
1.01NIODetails
Price/CF
22.9
High:
MASI
48.61MASILow:
DUK
7.86DUKDetails
Price/FCF
67.27
High:
BRK.B
95.23BRK.BLow:FVRR
9.93FVRRDetails
P/E Ratio
21.88
High:FVRR
54.66FVRRLow:PATH
-104.8PATHDetails
PEG Ratio
118.57
High:MSFT
325.9MSFTLow:PATH
-453.15PATHDetails
Price/Book
3.35
High:MSFT
11.78MSFTLow:NIO
-173.98NIODetails
Price/Sales
4.97
High:MPWR
14.58MPWRLow:NIO
1.01NIODetails
Price/CF
22.9
High:MASI
48.61MASILow:DUK
7.86DUKDetails
Price/FCF
67.27
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 | Jun 2025 | 6 |
-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 |