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-0.01%
Today
+2.38%
This Month
+13.88%
Year To Date
+47.04%
2 Years
+71.61%
5 Years
+30.71%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services34.38%
- 💻 Electronic Technology14.86%
- 👥 Copy Trading9.59%
- 💵 Cash8.99%
- 🛍️ Retail Trade7.66%
- 🚗 Consumer Durables3.91%
- 🪙 Cryptocurrencies3.61%
- 💰 Finance3.27%
- ⛏️ Energy Minerals2.94%
- 💇♀️ Consumer Services2.51%
- 💼 Commercial Services1.63%
- 📊 ETFs1.4%
- ⚡ Utilities1.37%
- 📡 Communications1.14%
- 🧬 Health Technology0.82%
- 🍞 Consumer Non Durables0.78%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq55.79%
- 🇺🇸 NYSE26.78%
- 🌍 Digital Currency3.61%
- 🇬🇧 LSE1.25%
- 🇺🇸 Chicago Board Options Exchange0.63%
- 🇨🇭 SIX0.38%
- 🇭🇰 Hong Kong Exchanges0.32%
- 🇫🇷 Euronext Paris0.27%
- 🇮🇹 Borsa Italiana0.23%
- 🇩🇰 Copenhagen Stock Exchange0.19%
- 🇪🇸 Bolsa De Madrid0.16%
- 🇩🇪 FRA0.06%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States68.6%
- 🇱🇺 Luxembourg4.16%
- 🇬🇧 United Kingdom2.4%
- 🇺🇾 Uruguay2.31%
- 🇨🇳 China1.94%
- 🇹🇼 Taiwan1.47%
- 🇮🇪 Ireland1.2%
- 🇮🇱 Israel1.03%
- 🇨🇭 Switzerland0.55%
- 🇫🇷 France0.27%
- 🇮🇹 Italy0.23%
- 🇩🇰 Denmark0.19%
- 🇪🇸 Spain0.16%
- 🇩🇪 Germany0.06%
- 🇸🇪 Sweden0.05%
Dividends
Dividend Yield
0.56%
24 out of 65 instruments pay dividend.
10 dividend payments in the next 30 days.
Highest Dividend: $AV.L (5.63%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 MSFT | 0.09% | 0.66% | $3 |
 COP | 0.06% | 3.36% | $3.25 |
 jaynemesis | 0.06% | 0.8% | - |
 AV.L | 0.05% | 5.63% | $0.33 |
 T | 0.05% | 4.05% | $1.11 |
 NGG | 0.05% | 4.1% | $3.65 |
 FANG | 0.02% | 3.69% | $9.26 |
 AAPL | 0.02% | 0.47% | $0.97 |
 BAC | 0.02% | 2.18% | $0.96 |
 NOC | 0.02% | 1.51% | $7.67 |
 OVV | 0.02% | 3.06% | $1.2 |
 NKE | 0.02% | 2.08% | $1.45 |
 TSM | 0.01% | 0.97% | $1.74 |
 thomaspj | 0.01% | 0.66% | - |
 BABA | 0.01% | 0.85% | $0.98 |
 DIS | 0.01% | 0.83% | $0.75 |
 GOOG | 0.01% | 0.42% | $0.2 |
 INTU | 0.01% | 0.54% | $3.6 |
 NYT | 0.01% | 1.16% | $0.46 |
 JD.US | 0.01% | 2.89% | $0.74 |
 V | 0.01% | 0.65% | $2.01 |
 META | 0% | 0.29% | $1 |
 MTCH | 0% | 1.69% | - |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
NYT | Pay Day | Jul 24, 2025 | $0.18 |
 GE (thomaspj) | Pay Day | Jul 25, 2025 | $0.36 |
 01211.HK (jaynemesis) | Pay Day | Jul 29, 2025 | $0.55 |
 IBE.MC (jaynemesis) | Pay Day | Jul 30, 2025 | $0.46 |
 JPM (thomaspj) | Pay Day | Jul 31, 2025 | $1.40 |
T | Pay Day | Aug 1, 2025 | $0.28 |
 COST (jaynemesis) | Ex-Dividend | Aug 1, 2025 | $1.30 |
 C (thomaspj) | Ex-Dividend | Aug 4, 2025 | $0.60 |
 CARR (jaynemesis) | Pay Day | Aug 8, 2025 | $0.22 |
 AXP (thomaspj) | Pay Day | Aug 8, 2025 | $0.82 |
 WAB (jaynemesis) | Ex-Dividend | Aug 14, 2025 | $0.25 |
COST (jaynemesis) | Pay Day | Aug 15, 2025 | $1.30 |
MSFT | Ex-Dividend | Aug 21, 2025 | $0.83 |
MSFT (jaynemesis) | Ex-Dividend | Aug 21, 2025 | $0.83 |
MSFT (thomaspj) | Ex-Dividend | Aug 21, 2025 | $0.83 |
C (thomaspj) | Pay Day | Aug 22, 2025 | $0.60 |
WAB (jaynemesis) | Pay Day | Aug 28, 2025 | $0.25 |
 GS (thomaspj) | Ex-Dividend | Aug 29, 2025 | $4.00 |
 TT (jaynemesis) | Ex-Dividend | Sep 5, 2025 | $0.94 |
MSFT | Pay Day | Sep 11, 2025 | $0.83 |
MSFT (jaynemesis) | Pay Day | Sep 11, 2025 | $0.83 |
MSFT (thomaspj) | Pay Day | Sep 11, 2025 | $0.83 |
 GRMN (jaynemesis) | Ex-Dividend | Sep 12, 2025 | $0.90 |
TSM | Ex-Dividend | Sep 16, 2025 | $0.82 |
GRMN (jaynemesis) | Pay Day | Sep 26, 2025 | $0.90 |
GS (thomaspj) | Pay Day | Sep 29, 2025 | $4.00 |
TT (jaynemesis) | Pay Day | Sep 30, 2025 | $0.94 |
TSM | Pay Day | Oct 9, 2025 | $0.82 |
Performance Metrics
Score 7.7/10
Beta
1.47
1.47
0
0.8
1.2
0
2
Sharpe Ratio
0.84
0.84
0
0.5
1
1.5
1.5
Sortino Ratio
1.84
1.84
0
1
2
3
3
Jensen's Alpha
15.23
15.23
-2
0
2
16
16
Omega Ratio
2.11
2.11
0
1
1.5
3
3
Treynor Ratio
1.71
1.71
0
0.75
1.25
2
2
Information Ratio
0.75
0.75
0
0.3
0.6
1
1
Calmar Ratio
0.73
0.73
0
0.3
0.6
1
1
Beta
1.47
1.47
0
0.8
1.2
0
2
Sharpe Ratio
0.84
0.84
0
0.5
1
1.5
1.5
Sortino Ratio
1.84
1.84
0
1
2
3
3
Jensen's Alpha
15.23
15.23
-2
0
2
16
16
Omega Ratio
2.11
2.11
0
1
1.5
3
3
Treynor Ratio
1.71
1.71
0
0.75
1.25
2
2
Information Ratio
0.75
0.75
0
0.3
0.6
1
1
Calmar Ratio
0.73
0.73
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
38.52
High:
TSLA
182.64TSLALow:
CRWD
-674.44CRWDDetails
PEG Ratio
141.55
High:
INTU
484.07INTULow:
LMND
-453.98LMNDDetails
Price/Book
12.73
High:
RKLB
50.06RKLBLow:
NIO
-192.84NIODetails
Price/Sales
10.29
High:
MSTR
238.11MSTRLow:
JD.US
0.31JD.USDetails
Price/CF
22.86
High:MSTR
7,511.07MSTRLow:
AV.L
1.83AV.LDetails
Price/FCF
49.06
High:MSTR
1,187.5MSTRLow:AV.L
2.08AV.LDetails
P/E Ratio
38.52
High:TSLA
182.64TSLALow:CRWD
-674.44CRWDDetails
PEG Ratio
141.55
High:INTU
484.07INTULow:LMND
-453.98LMNDDetails
Price/Book
12.73
High:RKLB
50.06RKLBLow:NIO
-192.84NIODetails
Price/Sales
10.29
High:MSTR
238.11MSTRLow:JD.US
0.31JD.USDetails
Price/CF
22.86
High:MSTR
7,511.07MSTRLow:AV.L
1.83AV.LDetails
Price/FCF
49.06
High:MSTR
1,187.5MSTRLow:AV.L
2.08AV.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-41.95% | Sep 2021 | Nov 2024 | 38 |
-20.41% | Feb 2020 | Apr 2020 | 2 |
-11.51% | Sep 2020 | Nov 2020 | 2 |
-10.23% | Dec 2024 | May 2025 | 5 |
-5.71% | Feb 2021 | Apr 2021 | 2 |
-4.06% | May 2021 | Jun 2021 | 1 |