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+0.48%
This Month
+10.79%
Year To Date
+53.13%
2 Years
+95.91%
5 Years
+210.58%
10 Years
+20.79%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs51.96%
- 👥 Copy Trading21.1%
- 💰 Finance10.1%
- 🖥️ Technology Services4.64%
- ⚡ Utilities3.72%
- 💻 Electronic Technology2.87%
- ⛏️ Energy Minerals2.56%
- 💇♀️ Consumer Services0.65%
- 🧬 Health Technology0.5%
- 💼 Commercial Services0.49%
- 🚗 Consumer Durables0.14%
- 💵 Cash0.01%
- 🪨 Non Energy Minerals0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE52.59%
- 🇺🇸 Nasdaq28.28%
- 🇺🇸 Chicago Board Options Exchange6.37%
- 🇭🇰 Hong Kong Exchanges0.85%
- 🇬🇧 LSE0.6%
- 🇩🇪 FRA0.47%
- 🇪🇸 Bolsa De Madrid0.41%
- 🇨🇭 SIX0.17%
- 🌍 Digital Currency0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States33.46%
- 🇨🇳 China1.1%
- 🇩🇪 Germany0.47%
- 🇪🇸 Spain0.41%
- 🇨🇭 Switzerland0.33%
- 🇸🇬 Singapore0.29%
- 🇬🇧 United Kingdom0.26%
- 🇭🇰 Hong Kong0.24%
- 🇮🇱 Israel0.23%
- 🇹🇼 Taiwan0.14%
- 🇯🇵 Japan0.11%
- 🇨🇦 Canada0.1%
- 🇮🇪 Ireland0.08%
- 🇩🇰 Denmark0.06%
- 🇳🇱 Netherlands0.04%
- 🇫🇷 France0.04%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
1.01%
17 out of 28 instruments pay dividend.
22 dividend payments in the next 30 days.
Highest Dividend: $NVTKL.L (109.46%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 SPY | 0.18% | 1.16% | - |
 DUK | 0.13% | 3.5% | $4.1 |
 SCHF | 0.12% | 2.56% | - |
 MDY | 0.11% | 1.21% | - |
 XOM | 0.09% | 3.63% | $3.76 |
 RenewableEnergy | 0.08% | 1.46% | - |
 VXUS | 0.07% | 2.83% | - |
 QQQ | 0.06% | 0.51% | - |
 INDA | 0.05% | 0.72% | - |
 VOO | 0.03% | 1.22% | - |
 MSFT | 0.03% | 0.67% | $3 |
 MPWR | 0.02% | 0.65% | $4.5 |
 InTheGame | 0.02% | 0.4% | - |
 CRISPR-Tech | 0.01% | 1.03% | - |
 DIS | 0.01% | 0.85% | $0.75 |
 NVTKL.L | 0% | 109.46% | - |
 SCCO | 0% | -2.76% | $-3.76 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 AZN (CRISPR-Tech) | Pay Day | Sep 8, 2025 | $0.52 |
 GOOGL (InTheGame) | Ex-Dividend | Sep 8, 2025 | $0.21 |
 PEG (RenewableEnergy) | Ex-Dividend | Sep 9, 2025 | $0.63 |
 JNJ (CRISPR-Tech) | Pay Day | Sep 9, 2025 | $1.30 |
XOM | Pay Day | Sep 10, 2025 | $0.99 |
 AEP (RenewableEnergy) | Pay Day | Sep 10, 2025 | $0.93 |
MSFT | Pay Day | Sep 11, 2025 | $0.83 |
MSFT (InTheGame) | Pay Day | Sep 11, 2025 | $0.83 |
 NVDA (InTheGame) | Ex-Dividend | Sep 11, 2025 | $0.01 |
 NTES (InTheGame) | Pay Day | Sep 11, 2025 | $0.57 |
 AMGN (CRISPR-Tech) | Pay Day | Sep 12, 2025 | $2.38 |
 EXC (RenewableEnergy) | Pay Day | Sep 15, 2025 | $0.40 |
 NEE (RenewableEnergy) | Pay Day | Sep 15, 2025 | $0.57 |
 ED (RenewableEnergy) | Pay Day | Sep 15, 2025 | $0.85 |
 GILD (CRISPR-Tech) | Ex-Dividend | Sep 15, 2025 | $0.79 |
GOOGL (InTheGame) | Pay Day | Sep 15, 2025 | $0.21 |
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 |
 EA (InTheGame) | Pay Day | Sep 17, 2025 | $0.19 |
 SSE.L (RenewableEnergy) | Pay Day | Sep 18, 2025 | $0.58 |
 WDC (InTheGame) | Pay Day | Sep 18, 2025 | $0.10 |
 VST (RenewableEnergy) | Ex-Dividend | Sep 19, 2025 | $0.23 |
 JOYY (InTheGame) | Ex-Dividend | Sep 22, 2025 | $0.95 |
 QCOM (InTheGame) | Pay Day | Sep 25, 2025 | $0.89 |
GILD (CRISPR-Tech) | Pay Day | Sep 29, 2025 | $0.79 |
PEG (RenewableEnergy) | Pay Day | Sep 30, 2025 | $0.63 |
VST (RenewableEnergy) | Pay Day | Sep 30, 2025 | $0.23 |
NVDA (InTheGame) | Pay Day | Oct 2, 2025 | $0.01 |
 GSK (CRISPR-Tech) | Pay Day | Oct 9, 2025 | $0.43 |
TSM (InTheGame) | Pay Day | Oct 9, 2025 | $0.82 |
 0968.HK (RenewableEnergy) | Pay Day | Oct 10, 2025 | $0.00 |
JOYY (InTheGame) | Pay Day | Oct 10, 2025 | $0.95 |
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
0.81
0.81
0
0.5
1
1.5
1.5
Sortino Ratio
1.58
1.58
0
1
2
3
3
Jensen's Alpha
5.02
5.02
-2
0
2
6
6
Omega Ratio
1.61
1.61
0
1
1.5
2.5
2.5
Treynor Ratio
1.34
1.34
0
0.75
1.25
2
2
Information Ratio
0.54
0.54
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
0.81
0.81
0
0.5
1
1.5
1.5
Sortino Ratio
1.58
1.58
0
1
2
3
3
Jensen's Alpha
5.02
5.02
-2
0
2
6
6
Omega Ratio
1.61
1.61
0
1
1.5
2.5
2.5
Treynor Ratio
1.34
1.34
0
0.75
1.25
2
2
Information Ratio
0.54
0.54
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
24.91
High:
FVRR
49.27FVRRLow:
PATH
-91.33PATHDetails
PEG Ratio
131.06
High:
MSFT
240.18MSFTLow:PATH
-394.91PATHDetails
Price/Book
3.24
High:
MPWR
11.94MPWRLow:
NIO
-76.32NIODetails
Price/Sales
4.95
High:MPWR
16.01MPWRLow:NIO
1.42NIODetails
Price/CF
26.6
High:
MASI
52.2MASILow:
DUK
7.66DUKDetails
Price/FCF
85.21
High:
BRK.B
127.41BRK.BLow:FVRR
11.51FVRRDetails
P/E Ratio
24.91
High:FVRR
49.27FVRRLow:PATH
-91.33PATHDetails
PEG Ratio
131.06
High:MSFT
240.18MSFTLow:PATH
-394.91PATHDetails
Price/Book
3.24
High:MPWR
11.94MPWRLow:NIO
-76.32NIODetails
Price/Sales
4.95
High:MPWR
16.01MPWRLow:NIO
1.42NIODetails
Price/CF
26.6
High:MASI
52.2MASILow:DUK
7.66DUKDetails
Price/FCF
85.21
High:BRK.B
127.41BRK.BLow:FVRR
11.51FVRRDetails
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 |