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+0.1%
This Month
+14.46%
Year To Date
+41.72%
2 Years
+37.64%
5 Years
+348.37%
10 Years
+28.41%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services33.92%
- 💻 Electronic Technology21.92%
- 👥 Copy Trading12.88%
- 🛍️ Retail Trade8.48%
- 🪙 Cryptocurrencies5.79%
- 💵 Cash4.23%
- 💰 Finance2.66%
- ⛏️ Energy Minerals2.49%
- 🚗 Consumer Durables2.04%
- 📊 ETFs1.78%
- 🏭 Industrial Services1.08%
- 📡 Communications1.05%
- 💼 Commercial Services0.93%
- 🧬 Health Technology0.62%
- 🪨 Non Energy Minerals0.59%
- 🛠️ Producer Manufacturing0.54%
- 💇♀️ Consumer Services0.4%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq59.35%
- 🇺🇸 NYSE27.18%
- 🌍 Digital Currency5.79%
- 🇳🇱 Euronext Amsterdam1.45%
- 🇺🇸 Chicago Board Options Exchange0.67%
- 🇨🇭 SIX0.6%
- 🇬🇧 LSE0.51%
- 🇮🇹 Borsa Italiana0.41%
- 🇪🇸 Bolsa De Madrid0.32%
- 🇫🇷 Euronext Paris0.27%
- 🇩🇰 Copenhagen Stock Exchange0.15%
- 🇭🇰 Hong Kong Exchanges0.13%
- 🇩🇪 FRA0.12%
- Regular Trading Hours - RTH0.03%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States72.92%
- 🇨🇳 China3.01%
- 🇹🇼 Taiwan2.86%
- 🇱🇺 Luxembourg2.29%
- 🇺🇾 Uruguay2.08%
- 🇳🇱 Netherlands1.45%
- 🇮🇪 Ireland1.29%
- 🇨🇭 Switzerland0.72%
- 🇦🇺 Australia0.69%
- 🇬🇧 United Kingdom0.51%
- 🇮🇹 Italy0.41%
- 🇪🇸 Spain0.32%
- 🇫🇷 France0.27%
- 🇮🇱 Israel0.18%
- 🇩🇰 Denmark0.15%
- 🇩🇪 Germany0.12%
Dividends
Dividend Yield
0.45%
17 out of 46 instruments pay dividend.
7 dividend payments in the next 30 days.
Highest Dividend: $T (4.39%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 MSFT | 0.1% | 0.73% | $3 |
 jaynemesis | 0.07% | 0.66% | - |
 COP | 0.06% | 3.43% | $3.25 |
 T | 0.05% | 4.39% | $1.11 |
 TSM | 0.03% | 0.92% | $1.74 |
 AAPL | 0.02% | 0.37% | $0.97 |
 BABA | 0.02% | 0.66% | $0.98 |
 BAC | 0.02% | 2% | $0.96 |
 NOC | 0.02% | 1.62% | $7.67 |
 thomaspj | 0.02% | 0.77% | - |
 FANG | 0.02% | 2.51% | $9.26 |
 GOOG | 0.01% | 0.26% | $0.2 |
 ASML.NV | 0.01% | 0.69% | $6.1 |
 INTU | 0.01% | 0.68% | $3.6 |
 V | 0.01% | 0.75% | $2.01 |
 META | 0% | 0.31% | $1 |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
MSFT | Pay Day | Dec 11, 2025 | $0.91 |
TSM | Ex-Dividend | Dec 11, 2025 | $0.84 |
MSFT (jaynemesis) | Pay Day | Dec 11, 2025 | $0.91 |
MSFT (thomaspj) | Pay Day | Dec 11, 2025 | $0.91 |
 GRMN (jaynemesis) | Ex-Dividend | Dec 12, 2025 | $0.90 |
GRMN (jaynemesis) | Pay Day | Dec 26, 2025 | $0.90 |
 TAN (jaynemesis) | Pay Day | Dec 27, 2025 | $0.00 |
 GS (thomaspj) | Pay Day | Dec 30, 2025 | $4.00 |
 TT (jaynemesis) | Pay Day | Dec 31, 2025 | $0.94 |
TSM | Pay Day | Jan 8, 2026 | $0.84 |
Performance Metrics
Score 7.4/10
Beta
1.47
1.47
0
0.8
1.2
0
2
Sharpe Ratio
0.81
0.81
0
0.5
1
1.5
1.5
Sortino Ratio
1.75
1.75
0
1
2
3
3
Jensen's Alpha
11.65
11.65
-2
0
2
12
12
Omega Ratio
1.91
1.91
0
1
1.5
2.5
2.5
Treynor Ratio
1.61
1.61
0
0.75
1.25
2
2
Information Ratio
0.66
0.66
0
0.3
0.6
1
1
Calmar Ratio
0.69
0.69
0
0.3
0.6
1
1
Beta
1.47
1.47
0
0.8
1.2
0
2
Sharpe Ratio
0.81
0.81
0
0.5
1
1.5
1.5
Sortino Ratio
1.75
1.75
0
1
2
3
3
Jensen's Alpha
11.65
11.65
-2
0
2
12
12
Omega Ratio
1.91
1.91
0
1
1.5
2.5
2.5
Treynor Ratio
1.61
1.61
0
0.75
1.25
2
2
Information Ratio
0.66
0.66
0
0.3
0.6
1
1
Calmar Ratio
0.69
0.69
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
35.79
High:
TSLA
298.5TSLALow:
BE
-3,522.34BEDetails
PEG Ratio
83.13
High:
V
1,180.28VLow:BE
-3,122.35BEDetails
Price/Book
12.15
High:
AAPL
56.93AAPLLow:
MARA
0.92MARADetails
Price/Sales
10.17
High:
QBTS
355.47QBTSLow:
OKLO
-OKLODetails
Price/CF
27.42
High:
MSTR
7,511.07MSTRLow:
FANG
4.72FANGDetails
Price/FCF
60.57
High:MSTR
1,187.5MSTRLow:FANG
10.05FANGDetails
P/E Ratio
35.79
High:TSLA
298.5TSLALow:BE
-3,522.34BEDetails
PEG Ratio
83.13
High:V
1,180.28VLow:BE
-3,122.35BEDetails
Price/Book
12.15
High:AAPL
56.93AAPLLow:MARA
0.92MARADetails
Price/Sales
10.17
High:QBTS
355.47QBTSLow:OKLO
-OKLODetails
Price/CF
27.42
High:MSTR
7,511.07MSTRLow:FANG
4.72FANGDetails
Price/FCF
60.57
High:MSTR
1,187.5MSTRLow:FANG
10.05FANGDetails
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 |
-7.11% | Nov 2025 | - | 2 |
-5.71% | Feb 2021 | Apr 2021 | 2 |
-4.06% | May 2021 | Jun 2021 | 1 |