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+9.46%
This Month
+9.26%
Year To Date
+48.71%
2 Years
-12.8%
5 Years
-5.37%
10 Years
-0.73%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🧬 Health Technology33.41%
- 💻 Electronic Technology29.09%
- 💵 Cash9.96%
- 👥 Copy Trading7.27%
- 🖥️ Technology Services6.55%
- 🪙 Cryptocurrencies5.11%
- 🚚 Transportation3.69%
- 🛍️ Retail Trade2.26%
- 💼 Commercial Services0.91%
- 📊 ETFs0.74%
- 🚗 Consumer Durables0.65%
- 💇♀️ Consumer Services0.08%
- 🍞 Consumer Non Durables0%
- ❓ Other0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq50.16%
- 🇬🇧 LSE30.11%
- 🌍 Digital Currency5.11%
- 🇺🇸 NYSE4.37%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States49.03%
- 🇬🇧 United Kingdom30.14%
- 🇬🇷 Greece3.69%
- 🇨🇳 China0.71%
- 🇳🇱 Netherlands0.1%
- 🇮🇱 Israel0.07%
- 🇨🇭 Switzerland0.07%
- 🇨🇦 Canada0.03%
- 🇮🇪 Ireland0.02%
- 🇫🇷 France0.02%
- 🇺🇾 Uruguay0.02%
Dividends
Dividend Yield
0.55%
8 out of 38 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: $CARD.L (7.47%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 RR.L | Ex-Dividend | Apr 23, 2026 | $0.07 |
 CNXC (OutSmartNSDQ) | Ex-Dividend | Apr 24, 2026 | $0.36 |
 MRVL (OutSmartNSDQ) | Pay Day | Apr 30, 2026 | $0.06 |
 COST (OutSmartNSDQ) | Ex-Dividend | May 1, 2026 | $1.47 |
CNXC (OutSmartNSDQ) | Pay Day | May 5, 2026 | $0.36 |
 WMT (OutSmartNSDQ) | Ex-Dividend | May 8, 2026 | $0.25 |
 QFIN (OutSmartNSDQ) | Pay Day | May 14, 2026 | $0.78 |
 SBUX (OutSmartNSDQ) | Ex-Dividend | May 15, 2026 | $0.62 |
 AMGN (OutSmartNSDQ) | Ex-Dividend | May 15, 2026 | $2.52 |
COST (OutSmartNSDQ) | Pay Day | May 15, 2026 | $1.47 |
 MSFT (OutSmartNSDQ) | Ex-Dividend | May 21, 2026 | $0.91 |
 AMAT (OutSmartNSDQ) | Ex-Dividend | May 21, 2026 | $0.53 |
WMT (OutSmartNSDQ) | Pay Day | May 26, 2026 | $0.25 |
SBUX (OutSmartNSDQ) | Pay Day | May 29, 2026 | $0.62 |
RR.L | Pay Day | Jun 3, 2026 | $0.07 |
 QCOM (OutSmartNSDQ) | Ex-Dividend | Jun 4, 2026 | $0.92 |
AMGN (OutSmartNSDQ) | Pay Day | Jun 5, 2026 | $2.52 |
MSFT (OutSmartNSDQ) | Pay Day | Jun 11, 2026 | $0.91 |
AMAT (OutSmartNSDQ) | Pay Day | Jun 11, 2026 | $0.53 |
 ADP (OutSmartNSDQ) | Ex-Dividend | Jun 12, 2026 | $1.70 |
QCOM (OutSmartNSDQ) | Pay Day | Jun 25, 2026 | $0.92 |
ADP (OutSmartNSDQ) | Pay Day | Jul 1, 2026 | $1.70 |
Performance Metrics
Score 2.7/10
Beta
1.27
1.27
0
0.8
1.2
0
2
Sharpe Ratio
0.1
0.1
0
0.5
1
1.5
1.5
Sortino Ratio
0.17
0.17
0
1
2
3
3
Jensen's Alpha
-8
-8
-8
0
2
4.5
4.5
Omega Ratio
0.88
0.88
0
1
1.5
2.5
2.5
Treynor Ratio
0.28
0.28
0
0.75
1.25
2
2
Information Ratio
-0.15
-0.15
-1
0.3
0.6
1
1
Calmar Ratio
-0.03
-0.03
-1
0.3
0.6
1
1
Beta
1.27
1.27
0
0.8
1.2
0
2
Sharpe Ratio
0.1
0.1
0
0.5
1
1.5
1.5
Sortino Ratio
0.17
0.17
0
1
2
3
3
Jensen's Alpha
-8
-8
-8
0
2
4.5
4.5
Omega Ratio
0.88
0.88
0
1
1.5
2.5
2.5
Treynor Ratio
0.28
0.28
0
0.75
1.25
2
2
Information Ratio
-0.15
-0.15
-1
0.3
0.6
1
1
Calmar Ratio
-0.03
-0.03
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
24.91
High:
MCO
33.63MCOLow:
AGEN
-11.38AGENDetails
PEG Ratio
36.03
High:
MRK
204.02MRKLow:
CRBU
-36.01CRBUDetails
Price/Book
9.92
High:
PACB
98.25PACBLow:
INKT
-4.7INKTDetails
Price/Sales
6.81
High:CRBU
18.64CRBULow:
PCVX
-PCVXDetails
Price/CF
16.25
High:PACB
226.87PACBLow:
BOXL
1.54BOXLDetails
Price/FCF
38.76
High:PACB
237.45PACBLow:BOXL
2.26BOXLDetails
P/E Ratio
24.91
High:MCO
33.63MCOLow:AGEN
-11.38AGENDetails
PEG Ratio
36.03
High:MRK
204.02MRKLow:CRBU
-36.01CRBUDetails
Price/Book
9.92
High:PACB
98.25PACBLow:INKT
-4.7INKTDetails
Price/Sales
6.81
High:CRBU
18.64CRBULow:PCVX
-PCVXDetails
Price/CF
16.25
High:PACB
226.87PACBLow:BOXL
1.54BOXLDetails
Price/FCF
38.76
High:PACB
237.45PACBLow:BOXL
2.26BOXLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-70.49% | May 2018 | - | 96 |