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0%
Today
+3.59%
This Month
+10.01%
Year To Date
+62.35%
2 Years
+78.85%
5 Years
+13.79%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading35.58%
- 💻 Electronic Technology28.32%
- 🖥️ Technology Services9.2%
- 💇♀️ Consumer Services4.89%
- 💰 Finance2.9%
- 🧬 Health Technology2.84%
- 🛠️ Producer Manufacturing2.82%
- 💵 Cash2.75%
- 🚗 Consumer Durables2.22%
- 🍞 Consumer Non Durables1.51%
- 🛍️ Retail Trade1.49%
- 🚚 Transportation1.29%
- 💼 Commercial Services1.04%
- 🧪 Process Industries0.45%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq56.98%
- 🇺🇸 NYSE22.01%
- 🇭🇰 Hong Kong Exchanges3.96%
- 🇩🇪 FRA3.32%
- 🇳🇱 Euronext Amsterdam2.07%
- 🇬🇧 LSE2.03%
- 🇫🇷 Euronext Paris1.16%
- 🇮🇹 Borsa Italiana1.07%
- 🇪🇸 Bolsa De Madrid0.86%
- 🇨🇭 SIX0.67%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States67.34%
- 🇨🇳 China4.1%
- 🇳🇱 Netherlands3.95%
- 🇩🇪 Germany3.32%
- 🇹🇼 Taiwan3.01%
- 🇯🇵 Japan1.58%
- 🇮🇹 Italy1.56%
- 🇰🇷 South Korea1.36%
- 🇨🇦 Canada1.22%
- 🇫🇷 France1.16%
- 🇬🇧 United Kingdom1.14%
- 🇮🇱 Israel0.99%
- 🇪🇸 Spain0.86%
- 🇨🇭 Switzerland0.67%
- 🇭🇰 Hong Kong0.45%
- 🇸🇬 Singapore0.43%
- 🇺🇾 Uruguay0.37%
- 🇮🇳 India0.29%
- 🇰🇾 Cayman Islands0.17%
- 🇮🇪 Ireland0.14%
Dividends
Dividend Yield
0.92%
32 out of 47 instruments pay dividend.
25 dividend payments in the next 30 days.
Highest Dividend: TheBigBanks (3.6%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 TheBigBanks | 0.32% | 3.6% | - |
 ALTIA-Investment | 0.15% | 0.88% | - |
 MCHP | 0.04% | 2.79% | $1.75 |
 TSM | 0.03% | 1.1% | $1.74 |
 ULVR.L | 0.03% | 3.25% | $1.47 |
 PHG | 0.03% | 3.21% | - |
 MCD | 0.03% | 2.27% | $6.53 |
 JNJ | 0.02% | 3.24% | $4.81 |
 NESN.ZU | 0.02% | 3.52% | $3 |
 AMAT | 0.02% | 1% | $1.44 |
 ADI | 0.02% | 1.72% | $3.56 |
 QCOM | 0.02% | 2.31% | $3.25 |
 SMSN.L | 0.02% | 2.2% | $23.68 |
 NXPI | 0.02% | 1.95% | $4.06 |
 NDI-FutureTech | 0.02% | 0.2% | - |
 MU | 0.02% | 0.42% | $0.46 |
 BKNG | 0.01% | 0.65% | $17.5 |
 MSFT | 0.01% | 0.69% | $3 |
 SYK | 0.01% | 0.86% | $3.15 |
 INTU | 0.01% | 0.54% | $3.6 |
 V | 0.01% | 0.62% | $2.01 |
 NTDOY | 0.01% | 0.85% | $0.24 |
 IFX.DE | 0.01% | 0.98% | $0.35 |
 GOOG | 0.01% | 0.46% | $0.2 |
 MA | 0.01% | 0.48% | $2.46 |
 AAPL | 0.01% | 0.5% | $0.97 |
 META | 0.01% | 0.29% | $1 |
 3800.HK | 0% | 0.9% | - |
 BABA | 0% | 0.86% | $0.98 |
 NVDA | 0% | 0.03% | $0.02 |
 WDC | 0% | 0.18% | - |
 GEV | 0% | -0.1% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
GOOG | Ex-Dividend | Jun 9, 2025 | $0.21 |
 GOOGL (ALTIA-Investment) | Ex-Dividend | Jun 9, 2025 | $0.21 |
JNJ | Pay Day | Jun 10, 2025 | $1.30 |
NVDA | Ex-Dividend | Jun 11, 2025 | $0.01 |
NVDA (ALTIA-Investment) | Ex-Dividend | Jun 11, 2025 | $0.01 |
NVDA (NDI-FutureTech) | Ex-Dividend | Jun 11, 2025 | $0.01 |
MSFT | Pay Day | Jun 12, 2025 | $0.83 |
BABA | Ex-Dividend | Jun 12, 2025 | $0.95 |
AMAT | Pay Day | Jun 12, 2025 | $0.46 |
TSM | Ex-Dividend | Jun 12, 2025 | $0.68 |
MSFT (ALTIA-Investment) | Pay Day | Jun 12, 2025 | $0.83 |
TSM (NDI-FutureTech) | Ex-Dividend | Jun 12, 2025 | $0.68 |
ULVR.L | Pay Day | Jun 13, 2025 | $0.52 |
GOOG | Pay Day | Jun 16, 2025 | $0.21 |
META | Ex-Dividend | Jun 16, 2025 | $0.52 |
MCD | Pay Day | Jun 16, 2025 | $1.77 |
META (ALTIA-Investment) | Ex-Dividend | Jun 16, 2025 | $0.52 |
GOOGL (ALTIA-Investment) | Pay Day | Jun 16, 2025 | $0.21 |
META (NDI-FutureTech) | Ex-Dividend | Jun 16, 2025 | $0.52 |
WDC | Pay Day | Jun 18, 2025 | $0.10 |
ADI | Pay Day | Jun 18, 2025 | $0.99 |
 VST (ALTIA-Investment) | Ex-Dividend | Jun 18, 2025 | $0.22 |
 LRCX (NDI-FutureTech) | Ex-Dividend | Jun 18, 2025 | $0.23 |
 AVGO (NDI-FutureTech) | Ex-Dividend | Jun 20, 2025 | $0.59 |
 LDO.MI (ALTIA-Investment) | Ex-Dividend | Jun 23, 2025 | $0.56 |
 CINF (ALTIA-Investment) | Ex-Dividend | Jun 23, 2025 | $0.87 |
LDO.MI (ALTIA-Investment) | Pay Day | Jun 25, 2025 | $0.56 |
META | Pay Day | Jun 26, 2025 | $0.52 |
QCOM | Pay Day | Jun 26, 2025 | $0.89 |
META (ALTIA-Investment) | Pay Day | Jun 26, 2025 | $0.52 |
META (NDI-FutureTech) | Pay Day | Jun 26, 2025 | $0.52 |
QCOM (NDI-FutureTech) | Pay Day | Jun 26, 2025 | $0.89 |
 BAC (TheBigBanks) | Pay Day | Jun 27, 2025 | $0.26 |
 GS (TheBigBanks) | Pay Day | Jun 27, 2025 | $3.00 |
BKNG | Pay Day | Jun 30, 2025 | $9.60 |
SYK | Ex-Dividend | Jun 30, 2025 | $0.84 |
BKNG (ALTIA-Investment) | Pay Day | Jun 30, 2025 | $9.60 |
VST (ALTIA-Investment) | Pay Day | Jun 30, 2025 | $0.22 |
AVGO (NDI-FutureTech) | Pay Day | Jun 30, 2025 | $0.59 |
NVDA | Pay Day | Jul 3, 2025 | $0.01 |
NVDA (ALTIA-Investment) | Pay Day | Jul 3, 2025 | $0.01 |
 JPM (TheBigBanks) | Ex-Dividend | Jul 3, 2025 | $1.40 |
 CSCO (NDI-FutureTech) | Ex-Dividend | Jul 3, 2025 | $0.41 |
NVDA (NDI-FutureTech) | Pay Day | Jul 3, 2025 | $0.01 |
LRCX (NDI-FutureTech) | Pay Day | Jul 9, 2025 | $0.23 |
BABA | Pay Day | Jul 10, 2025 | $0.95 |
INTU | Ex-Dividend | Jul 10, 2025 | $1.04 |
TSM | Pay Day | Jul 10, 2025 | $0.68 |
TSM (NDI-FutureTech) | Pay Day | Jul 10, 2025 | $0.68 |
CINF (ALTIA-Investment) | Pay Day | Jul 15, 2025 | $0.87 |
INTU | Pay Day | Jul 18, 2025 | $1.04 |
CSCO (NDI-FutureTech) | Pay Day | Jul 23, 2025 | $0.41 |
 RY (TheBigBanks) | Ex-Dividend | Jul 24, 2025 | $1.11 |
 BMO (TheBigBanks) | Ex-Dividend | Jul 30, 2025 | $1.18 |
SYK | Pay Day | Jul 31, 2025 | $0.84 |
JPM (TheBigBanks) | Pay Day | Jul 31, 2025 | $1.40 |
RY (TheBigBanks) | Pay Day | Aug 22, 2025 | $1.11 |
BMO (TheBigBanks) | Pay Day | Aug 26, 2025 | $1.18 |
Performance Metrics
Score 5.3/10
Beta
1.25
1.25
0
0.8
1.2
0
2
Sharpe Ratio
0.52
0.52
0
0.5
1
1.5
1.5
Sortino Ratio
0.81
0.81
0
1
2
3
3
Jensen's Alpha
1.35
1.35
-2
0
2
4.5
4.5
Omega Ratio
1.23
1.23
0
1
1.5
2.5
2.5
Treynor Ratio
0.79
0.79
0
0.75
1.25
2
2
Information Ratio
0.29
0.29
0
0.3
0.6
1
1
Calmar Ratio
0.34
0.34
0
0.3
0.6
1
1
Beta
1.25
1.25
0
0.8
1.2
0
2
Sharpe Ratio
0.52
0.52
0
0.5
1
1.5
1.5
Sortino Ratio
0.81
0.81
0
1
2
3
3
Jensen's Alpha
1.35
1.35
-2
0
2
4.5
4.5
Omega Ratio
1.23
1.23
0
1
1.5
2.5
2.5
Treynor Ratio
0.79
0.79
0
0.75
1.25
2
2
Information Ratio
0.29
0.29
0
0.3
0.6
1
1
Calmar Ratio
0.34
0.34
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
35.88
High:
TSLA
162.31TSLALow:
MCHP
-7,957.32MCHPDetails
PEG Ratio
102.02
High:
INTU
487.09INTULow:
CEVA
-153.54CEVADetails
Price/Book
13.47
High:
MA
80.5MALow:
MCD
-63.63MCDDetails
Price/Sales
10.68
High:
NVDA
23.49NVDALow:
MX
0.6MXDetails
Price/CF
24.04
High:CEVA
178.11CEVALow:
SMSN.L
4.66SMSN.LDetails
Price/FCF
40.92
High:
MU
1,171.75MULow:
LYFT
5.47LYFTDetails
P/E Ratio
35.88
High:TSLA
162.31TSLALow:MCHP
-7,957.32MCHPDetails
PEG Ratio
102.02
High:INTU
487.09INTULow:CEVA
-153.54CEVADetails
Price/Book
13.47
High:MA
80.5MALow:MCD
-63.63MCDDetails
Price/Sales
10.68
High:NVDA
23.49NVDALow:MX
0.6MXDetails
Price/CF
24.04
High:CEVA
178.11CEVALow:SMSN.L
4.66SMSN.LDetails
Price/FCF
40.92
High:MU
1,171.75MULow:LYFT
5.47LYFTDetails
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 |