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-0.74%
This Month
+15.82%
Year To Date
+41.85%
2 Years
+60.91%
5 Years
+224.65%
10 Years
+20.73%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs57.27%
- 👥 Copy Trading20.88%
- 💰 Finance9.8%
- 🖥️ Technology Services4.24%
- ⚡ Utilities3.36%
- ⛏️ Energy Minerals2.6%
- 💇♀️ Consumer Services0.58%
- 🧬 Health Technology0.45%
- 💼 Commercial Services0.41%
- 💵 Cash0.19%
- 🪙 Cryptocurrencies0.14%
- 🚗 Consumer Durables0.11%
- 🛠️ Producer Manufacturing0%
- 🛍️ Retail Trade0%
- 🧪 Process Industries0%
- 🪨 Non Energy Minerals0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE58.57%
- 🇺🇸 Nasdaq21.69%
- 🇺🇸 Chicago Board Options Exchange6.09%
- 🇬🇧 LSE5.26%
- 🇭🇰 Hong Kong Exchanges0.5%
- 🇩🇪 FRA0.38%
- 🇪🇸 Bolsa De Madrid0.26%
- 🌍 Digital Currency0.14%
- 🇨🇭 SIX0.08%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States27.69%
- 🇨🇳 China0.75%
- 🇩🇪 Germany0.38%
- 🇪🇸 Spain0.26%
- 🇬🇧 United Kingdom0.21%
- 🇨🇭 Switzerland0.19%
- 🇮🇱 Israel0.19%
- 🇸🇬 Singapore0.17%
- 🇨🇦 Canada0.14%
- 🇭🇰 Hong Kong0.12%
- 🇹🇼 Taiwan0.12%
- 🇯🇵 Japan0.08%
- 🇮🇪 Ireland0.06%
- 🇩🇰 Denmark0.04%
- 🇳🇱 Netherlands0.03%
- 🇫🇷 France0.03%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
0.32%
10 out of 33 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 |
|---|---|---|---|
 DUK | 0.12% | 3.66% | $4.1 |
 XOM | 0.09% | 3.37% | $3.76 |
 RenewableEnergy | 0.05% | 1.27% | - |
 MSFT | 0.03% | 0.73% | $3 |
 InTheGame | 0.01% | 0.37% | - |
 CRISPR-Tech | 0.01% | 0.95% | - |
 DIS | 0.01% | 0.9% | $0.75 |
 PYPL | 0% | 0.23% | - |
 NVTKL.L | 0% | 109.46% | - |
 SCCO | 0% | -2.13% | $-3.76 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
DUK | Pay Day | Dec 16, 2025 | $1.06 |
DUK (RenewableEnergy) | Pay Day | Dec 16, 2025 | $1.06 |
 INDA | Pay Day | Dec 20, 2025 | $0.00 |
 0916.HK (RenewableEnergy) | Pay Day | Dec 30, 2025 | $0.01 |
 TSM (InTheGame) | Pay Day | Jan 8, 2026 | $0.84 |
Performance Metrics
Score 7.1/10
Beta
1.1
1.1
0
0.8
1.2
0
2
Sharpe Ratio
0.82
0.82
0
0.5
1
1.5
1.5
Sortino Ratio
1.62
1.62
0
1
2
3
3
Jensen's Alpha
4.7
4.7
-2
0
2
5
5
Omega Ratio
1.59
1.59
0
1
1.5
2.5
2.5
Treynor Ratio
1.34
1.34
0
0.75
1.25
2
2
Information Ratio
0.52
0.52
0
0.3
0.6
1
1
Calmar Ratio
0.63
0.63
0
0.3
0.6
1
1
Beta
1.1
1.1
0
0.8
1.2
0
2
Sharpe Ratio
0.82
0.82
0
0.5
1
1.5
1.5
Sortino Ratio
1.62
1.62
0
1
2
3
3
Jensen's Alpha
4.7
4.7
-2
0
2
5
5
Omega Ratio
1.59
1.59
0
1
1.5
2.5
2.5
Treynor Ratio
1.34
1.34
0
0.75
1.25
2
2
Information Ratio
0.52
0.52
0
0.3
0.6
1
1
Calmar Ratio
0.63
0.63
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
22.7
High:
PATH
41.08PATHLow:
LMND
-32.77LMNDDetails
PEG Ratio
126.72
High:
MSFT
214.2MSFTLow:LMND
-150.19LMNDDetails
Price/Book
2.94
High:
NIO
21.9NIOLow:
NVTKL.L
0.01NVTKL.LDetails
Price/Sales
4.61
High:MSFT
12.16MSFTLow:NIO
1.21NIODetails
Price/CF
23.71
High:
MASI
37.02MASILow:
FVRR
7.79FVRRDetails
Price/FCF
64.36
High:
SCCO
84.86SCCOLow:FVRR
7.85FVRRDetails
P/E Ratio
22.7
High:PATH
41.08PATHLow:LMND
-32.77LMNDDetails
PEG Ratio
126.72
High:MSFT
214.2MSFTLow:LMND
-150.19LMNDDetails
Price/Book
2.94
High:NIO
21.9NIOLow:NVTKL.L
0.01NVTKL.LDetails
Price/Sales
4.61
High:MSFT
12.16MSFTLow:NIO
1.21NIODetails
Price/CF
23.71
High:MASI
37.02MASILow:FVRR
7.79FVRRDetails
Price/FCF
64.36
High:SCCO
84.86SCCOLow:FVRR
7.85FVRRDetails
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 |
-0.78% | Nov 2025 | - | 2 |
-0.24% | Mar 2021 | Apr 2021 | 1 |
-0.14% | Aug 2019 | Sep 2019 | 1 |