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-6.75%
This Month
-5.79%
Year To Date
+6.48%
2 Years
+7.89%
5 Years
+39.49%
10 Years
+5.96%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services24.7%
- 💰 Finance13.73%
- 👥 Copy Trading11.27%
- 🪙 Cryptocurrencies9.36%
- 💇♀️ Consumer Services8.18%
- 💵 Cash8.15%
- 🛍️ Retail Trade7.73%
- 🚗 Consumer Durables7.63%
- 🧬 Health Technology2.56%
- ⛏️ Energy Minerals0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE39.46%
- 🇺🇸 Nasdaq20.31%
- 🇨🇭 SIX10.89%
- 🌍 Digital Currency9.36%
- 🇭🇰 Hong Kong Exchanges2.59%
- 🇫🇷 Euronext Paris0.66%
- 🇮🇹 Borsa Italiana0.53%
- 🇪🇸 Bolsa De Madrid0.33%
- 🇬🇧 LSE0.3%
- 🇳🇱 Euronext Amsterdam0.26%
- 🇩🇪 FRA0.21%
- 🇺🇸 OTC Markets Stock Exchange0.07%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States33.25%
- 🇨🇳 China13.57%
- 🇨🇭 Switzerland10.89%
- 🇩🇪 Germany8.48%
- 🇧🇷 Brazil2.84%
- 🇩🇰 Denmark2.16%
- 🇯🇵 Japan1.27%
- 🇨🇦 Canada0.91%
- 🇫🇷 France0.66%
- 🇮🇹 Italy0.53%
- 🇪🇸 Spain0.33%
- 🇬🇧 United Kingdom0.3%
- 🇳🇱 Netherlands0.26%
- 🇮🇳 India0.16%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
1.22%
7 out of 17 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: $NVTKL.L (109.46%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 XP | Ex-Dividend | Jun 10, 2026 | $0.20 |
 MSFT | Pay Day | Jun 11, 2026 | $0.91 |
 BABA | Ex-Dividend | Jun 11, 2026 | $1.05 |
XP | Pay Day | Jun 18, 2026 | $0.20 |
 BAC (TheBigBanks) | Pay Day | Jun 26, 2026 | $0.28 |
 GS (TheBigBanks) | Pay Day | Jun 29, 2026 | $4.50 |
 JPM (TheBigBanks) | Ex-Dividend | Jul 6, 2026 | $1.50 |
 BNS (TheBigBanks) | Ex-Dividend | Jul 7, 2026 | $0.82 |
 3328.HK (TheBigBanks) | Ex-Dividend | Jul 8, 2026 | $0.02 |
 0939.HK (TheBigBanks) | Ex-Dividend | Jul 9, 2026 | $0.03 |
 TD (TheBigBanks) | Ex-Dividend | Jul 10, 2026 | $0.81 |
BABA | Pay Day | Jul 13, 2026 | $1.05 |
 RY (TheBigBanks) | Ex-Dividend | Jul 27, 2026 | $1.27 |
BNS (TheBigBanks) | Pay Day | Jul 29, 2026 | $0.82 |
JPM (TheBigBanks) | Pay Day | Jul 31, 2026 | $1.50 |
TD (TheBigBanks) | Pay Day | Jul 31, 2026 | $0.81 |
3328.HK (TheBigBanks) | Pay Day | Aug 14, 2026 | $0.02 |
0939.HK (TheBigBanks) | Pay Day | Aug 21, 2026 | $0.03 |
RY (TheBigBanks) | Pay Day | Aug 24, 2026 | $1.27 |
Performance Metrics
Score 3.1/10
Beta
1.21
1.21
0
0.8
1.2
0
2
Sharpe Ratio
0.25
0.25
0
0.5
1
1.5
1.5
Sortino Ratio
0.41
0.41
0
1
2
3
3
Jensen's Alpha
-7.68
-7.68
-8
0
2
4.5
4.5
Omega Ratio
0.83
0.83
0
1
1.5
2.5
2.5
Treynor Ratio
0.48
0.48
0
0.75
1.25
2
2
Information Ratio
-0.26
-0.26
-1
0.3
0.6
1
1
Calmar Ratio
0.13
0.13
0
0.3
0.6
1
1
Beta
1.21
1.21
0
0.8
1.2
0
2
Sharpe Ratio
0.25
0.25
0
0.5
1
1.5
1.5
Sortino Ratio
0.41
0.41
0
1
2
3
3
Jensen's Alpha
-7.68
-7.68
-8
0
2
4.5
4.5
Omega Ratio
0.83
0.83
0
1
1.5
2.5
2.5
Treynor Ratio
0.48
0.48
0
0.75
1.25
2
2
Information Ratio
-0.26
-0.26
-1
0.3
0.6
1
1
Calmar Ratio
0.13
0.13
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
34.35
High:
TSLA
382.29TSLALow:
SNOW
-69.48SNOWDetails
PEG Ratio
156.23
High:
ABNB
1,400.27ABNBLow:SNOW
-422.16SNOWDetails
Price/Book
7.1
High:SNOW
43.63SNOWLow:
SCLX
-0.21SCLXDetails
Price/Sales
7.77
High:SNOW
16.76SNOWLow:
SRNE
0.03SRNEDetails
Price/CF
21.75
High:TSLA
79.58TSLALow:XP
1.22XPDetails
Price/FCF
69.56
High:BABA
1,196.17BABALow:XP
1.24XPDetails
P/E Ratio
34.35
High:TSLA
382.29TSLALow:SNOW
-69.48SNOWDetails
PEG Ratio
156.23
High:ABNB
1,400.27ABNBLow:SNOW
-422.16SNOWDetails
Price/Book
7.1
High:SNOW
43.63SNOWLow:SCLX
-0.21SCLXDetails
Price/Sales
7.77
High:SNOW
16.76SNOWLow:SRNE
0.03SRNEDetails
Price/CF
21.75
High:TSLA
79.58TSLALow:XP
1.22XPDetails
Price/FCF
69.56
High:BABA
1,196.17BABALow:XP
1.24XPDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-51.04% | Nov 2021 | Aug 2025 | 45 |
-16.46% | Oct 2025 | - | 9 |
-10.44% | Apr 2021 | Aug 2021 | 4 |
-4.43% | Sep 2021 | Oct 2021 | 1 |
-1.74% | Feb 2021 | Mar 2021 | 1 |