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+4.92%
This Month
+35.14%
Year To Date
+116.53%
2 Years
+119.71%
5 Years
+119.71%
10 Years
+17.69%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading37.04%
- 💻 Electronic Technology26.3%
- 💵 Cash12.31%
- 🖥️ Technology Services7.92%
- 💇♀️ Consumer Services3.7%
- 🛠️ Producer Manufacturing3.1%
- 🧬 Health Technology2.59%
- 🚗 Consumer Durables2.32%
- 💰 Finance2.23%
- 🚚 Transportation1.42%
- 🛍️ Retail Trade1.38%
- 🍞 Consumer Non Durables1.21%
- 💼 Commercial Services1.14%
- 🧪 Process Industries0.58%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq51.66%
- 🇺🇸 NYSE22.35%
- 🇭🇰 Hong Kong Exchanges3.39%
- 🇩🇪 FRA3.15%
- 🇫🇷 Euronext Paris2.51%
- 🇬🇧 LSE2.13%
- 🇳🇱 Euronext Amsterdam1.71%
- 🇮🇹 Borsa Italiana1.28%
- 🇪🇸 Bolsa De Madrid0.82%
- 🇨🇭 SIX0.52%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States62.25%
- 🇹🇼 Taiwan3.59%
- 🇳🇱 Netherlands3.45%
- 🇨🇳 China3.41%
- 🇩🇪 Germany3.15%
- 🇫🇷 France2.51%
- 🇰🇷 South Korea1.6%
- 🇨🇦 Canada1.36%
- 🇯🇵 Japan1.35%
- 🇮🇹 Italy1.28%
- 🇬🇧 United Kingdom0.95%
- 🇪🇸 Spain0.82%
- 🇺🇾 Uruguay0.8%
- 🇮🇱 Israel0.64%
- 🇨🇭 Switzerland0.6%
- 🇭🇰 Hong Kong0.58%
- 🇸🇬 Singapore0.36%
- 🇮🇳 India0.23%
- 🇦🇺 Australia0.22%
- 🇮🇪 Ireland0.19%
- 🇰🇾 Cayman Islands0.17%
Dividends
Dividend Yield
0.75%
30 out of 46 instruments pay dividend.
12 dividend payments in the next 30 days.
Highest Dividend: $NESN.ZU (3.68%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 TheBigBanks | 0.27% | 3.34% | - |
 ALTIA-Investment | 0.12% | 0.61% | - |
 MCHP | 0.03% | 2.71% | $1.75 |
 TSM | 0.03% | 0.84% | $1.74 |
 ULVR.L | 0.02% | 3.29% | $1.47 |
 MCD | 0.02% | 2.31% | $6.53 |
 PHG | 0.02% | 2.65% | - |
 JNJ | 0.02% | 2.68% | $4.81 |
 AMAT | 0.02% | 0.79% | $1.44 |
 NESN.ZU | 0.02% | 3.68% | $3 |
 ADI | 0.02% | 1.57% | $3.56 |
 QCOM | 0.02% | 2.09% | $3.25 |
 NXPI | 0.02% | 1.82% | $4.06 |
 SMSN.L | 0.01% | 1.25% | $23.68 |
 MU | 0.01% | 0.23% | $0.46 |
 NDI-FutureTech | 0.01% | 0.13% | - |
 BKNG | 0.01% | 0.72% | $17.5 |
 MSFT | 0.01% | 0.66% | $3 |
 SYK | 0.01% | 0.89% | $3.15 |
 INTU | 0.01% | 0.64% | $3.6 |
 V | 0.01% | 0.68% | $2.01 |
 IFX.DE | 0.01% | 0.99% | $0.35 |
 META | 0.01% | 0.35% | $1 |
 GOOG | 0.01% | 0.32% | $0.2 |
 MA | 0.01% | 0.53% | $2.46 |
 NTDOY | 0.01% | 0.66% | $0.24 |
 AAPL | 0.01% | 0.39% | $0.97 |
 BABA | 0% | 0.62% | $0.98 |
 WDC | 0% | 0.17% | - |
 GEV | 0% | -0.13% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 CSCO (NDI-FutureTech) | Pay Day | Oct 22, 2025 | $0.41 |
 RY (TheBigBanks) | Ex-Dividend | Oct 27, 2025 | $1.11 |
 ASML.NV (ALTIA-Investment) | Ex-Dividend | Oct 28, 2025 | $1.86 |
 EME (ALTIA-Investment) | Pay Day | Oct 30, 2025 | $0.25 |
 SAN.MC (ALTIA-Investment) | Ex-Dividend | Oct 30, 2025 | $0.14 |
 BMO (TheBigBanks) | Ex-Dividend | Oct 30, 2025 | $1.18 |
SAN.MC (TheBigBanks) | Ex-Dividend | Oct 30, 2025 | $0.14 |
SYK | Pay Day | Oct 31, 2025 | $0.84 |
 JPM (TheBigBanks) | Pay Day | Oct 31, 2025 | $1.50 |
SAN.MC (ALTIA-Investment) | Pay Day | Nov 3, 2025 | $0.14 |
 C (TheBigBanks) | Ex-Dividend | Nov 3, 2025 | $0.60 |
SAN.MC (TheBigBanks) | Pay Day | Nov 3, 2025 | $0.14 |
 PNC (TheBigBanks) | Pay Day | Nov 5, 2025 | $1.70 |
ASML.NV (ALTIA-Investment) | Pay Day | Nov 6, 2025 | $1.86 |
MA | Pay Day | Nov 7, 2025 | $0.76 |
GEV | Pay Day | Nov 17, 2025 | -$0.25 |
GEV (ALTIA-Investment) | Pay Day | Nov 17, 2025 | -$0.25 |
MSFT | Ex-Dividend | Nov 20, 2025 | $0.91 |
AMAT | Ex-Dividend | Nov 20, 2025 | $0.46 |
MSFT (ALTIA-Investment) | Ex-Dividend | Nov 20, 2025 | $0.91 |
 CAT (ALTIA-Investment) | Pay Day | Nov 20, 2025 | $1.51 |
AMAT (ALTIA-Investment) | Ex-Dividend | Nov 20, 2025 | $0.46 |
RY (TheBigBanks) | Pay Day | Nov 24, 2025 | $1.11 |
JNJ | Ex-Dividend | Nov 25, 2025 | $1.30 |
C (TheBigBanks) | Pay Day | Nov 26, 2025 | $0.60 |
BMO (TheBigBanks) | Pay Day | Nov 26, 2025 | $1.18 |
 GS (ALTIA-Investment) | Ex-Dividend | Dec 2, 2025 | $4.00 |
GS (TheBigBanks) | Ex-Dividend | Dec 2, 2025 | $4.00 |
JNJ | Pay Day | Dec 9, 2025 | $1.30 |
MSFT | Pay Day | Dec 11, 2025 | $0.91 |
AMAT | Pay Day | Dec 11, 2025 | $0.46 |
TSM | Ex-Dividend | Dec 11, 2025 | $0.84 |
MSFT (ALTIA-Investment) | Pay Day | Dec 11, 2025 | $0.91 |
AMAT (ALTIA-Investment) | Pay Day | Dec 11, 2025 | $0.46 |
TSM (NDI-FutureTech) | Ex-Dividend | Dec 11, 2025 | $0.84 |
GS (ALTIA-Investment) | Pay Day | Dec 30, 2025 | $4.00 |
GS (TheBigBanks) | Pay Day | Dec 30, 2025 | $4.00 |
TSM | Pay Day | Jan 8, 2026 | $0.84 |
TSM (NDI-FutureTech) | Pay Day | Jan 8, 2026 | $0.84 |
Performance Metrics
Score 6/10
Beta
1.26
1.26
0
0.8
1.2
0
2
Sharpe Ratio
0.67
0.67
0
0.5
1
1.5
1.5
Sortino Ratio
1.06
1.06
0
1
2
3
3
Jensen's Alpha
1.83
1.83
-2
0
2
4.5
4.5
Omega Ratio
1.31
1.31
0
1
1.5
2.5
2.5
Treynor Ratio
0.99
0.99
0
0.75
1.25
2
2
Information Ratio
0.37
0.37
0
0.3
0.6
1
1
Calmar Ratio
0.43
0.43
0
0.3
0.6
1
1
Beta
1.26
1.26
0
0.8
1.2
0
2
Sharpe Ratio
0.67
0.67
0
0.5
1
1.5
1.5
Sortino Ratio
1.06
1.06
0
1
2
3
3
Jensen's Alpha
1.83
1.83
-2
0
2
4.5
4.5
Omega Ratio
1.31
1.31
0
1
1.5
2.5
2.5
Treynor Ratio
0.99
0.99
0
0.75
1.25
2
2
Information Ratio
0.37
0.37
0
0.3
0.6
1
1
Calmar Ratio
0.43
0.43
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
35.29
High:
TSLA
259.11TSLALow:
MCHP
-201.71MCHPDetails
PEG Ratio
1,317.77
High:
AAPL
27,104.01AAPLLow:
MX
-35.05MXDetails
Price/Book
9.45
High:
MA
65.34MALow:
MCD
-79.57MCDDetails
Price/Sales
8.68
High:
SHOP
21.53SHOPLow:MX
0.51MXDetails
Price/CF
20.79
High:
CEVA
236.61CEVALow:
SMSN.L
5.18SMSN.LDetails
Price/FCF
53.66
High:CEVA
576.87CEVALow:MX
6.24MXDetails
P/E Ratio
35.29
High:TSLA
259.11TSLALow:MCHP
-201.71MCHPDetails
PEG Ratio
1,317.77
High:AAPL
27,104.01AAPLLow:MX
-35.05MXDetails
Price/Book
9.45
High:MA
65.34MALow:MCD
-79.57MCDDetails
Price/Sales
8.68
High:SHOP
21.53SHOPLow:MX
0.51MXDetails
Price/CF
20.79
High:CEVA
236.61CEVALow:SMSN.L
5.18SMSN.LDetails
Price/FCF
53.66
High:CEVA
576.87CEVALow:MX
6.24MXDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-38.87% | Jan 2022 | Jan 2024 | 24 |
-7.51% | Feb 2025 | May 2025 | 3 |
-4.33% | Jul 2024 | Nov 2024 | 4 |
-4.26% | Apr 2024 | May 2024 | 1 |
-3.9% | Sep 2021 | Oct 2021 | 1 |
-2.61% | Dec 2024 | Jan 2025 | 1 |
-0.83% | Jul 2021 | Aug 2021 | 1 |