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-3.32%
This Month
-4.23%
Year To Date
+44.31%
2 Years
+45.93%
5 Years
+24.6%
10 Years
+2.51%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🌾 Commodities27.98%
- 📈 Indexes19.75%
- 👥 Copy Trading19.27%
- 🖥️ Technology Services17.09%
- 💻 Electronic Technology5.43%
- 📊 ETFs4.43%
- 🛠️ Producer Manufacturing3.4%
- 💵 Cash2.66%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Commodity27.98%
- 🇺🇸 NYSE27.7%
- 🌍 CFD19.75%
- 🇺🇸 Nasdaq18.47%
- 🇭🇰 Hong Kong Exchanges3.4%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States37.19%
- 🇨🇳 China3.4%
- 🇧🇷 Brazil0.76%
- 🇮🇪 Ireland0.42%
- 🇨🇾 Cyprus0.42%
- 🇬🇧 United Kingdom0.39%
- 🇨🇦 Canada0.39%
- 🇫🇮 Finland0.38%
- 🇮🇱 Israel0.38%
- 🇰🇾 Cayman Islands0.38%
- 🇨🇱 Chile0.35%
- 🇵🇪 Peru0.35%
- 🇹🇼 Taiwan0.34%
Dividends
Dividend Yield
0.58%
7 out of 12 instruments pay dividend.
22 dividend payments in the next 30 days.
Highest Dividend: $LMT (2.63%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 GOOG | Ex-Dividend | Jun 8, 2026 | $0.22 |
GOOG (PureMomentum) | Ex-Dividend | Jun 8, 2026 | $0.22 |
 GOOGL (PureMomentum) | Ex-Dividend | Jun 8, 2026 | $0.22 |
 JNJ (PureMomentum) | Pay Day | Jun 9, 2026 | $1.34 |
 IBM | Pay Day | Jun 10, 2026 | $1.69 |
 RPRX (PureMomentum) | Pay Day | Jun 10, 2026 | $0.23 |
 YOU (PureMomentum) | Ex-Dividend | Jun 10, 2026 | $0.15 |
 MSFT | Pay Day | Jun 11, 2026 | $0.91 |
 01211.HK | Ex-Dividend | Jun 11, 2026 | $0.05 |
 AMAT (PureMomentum) | Pay Day | Jun 11, 2026 | $0.53 |
 TER (PureMomentum) | Pay Day | Jun 12, 2026 | $0.13 |
 FRO (PureMomentum) | Ex-Dividend | Jun 12, 2026 | $1.55 |
 SEI.US (PureMomentum) | Pay Day | Jun 12, 2026 | $0.12 |
GOOG | Pay Day | Jun 15, 2026 | $0.22 |
GOOG (PureMomentum) | Pay Day | Jun 15, 2026 | $0.22 |
 B (PureMomentum) | Pay Day | Jun 15, 2026 | $0.17 |
GOOGL (PureMomentum) | Pay Day | Jun 15, 2026 | $0.22 |
 GEV (PureMomentum) | Ex-Dividend | Jun 16, 2026 | $0.50 |
 WDC (PureMomentum) | Pay Day | Jun 17, 2026 | $0.15 |
 LRCX (PureMomentum) | Ex-Dividend | Jun 17, 2026 | $0.26 |
 POWL (PureMomentum) | Pay Day | Jun 17, 2026 | $0.09 |
 VSH (PureMomentum) | Ex-Dividend | Jun 18, 2026 | $0.10 |
 NEM (PureMomentum) | Pay Day | Jun 22, 2026 | $0.26 |
 VLO (PureMomentum) | Pay Day | Jun 23, 2026 | $1.20 |
FRO (PureMomentum) | Pay Day | Jun 23, 2026 | $1.55 |
 AMKR (PureMomentum) | Pay Day | Jun 23, 2026 | $0.08 |
 ESLT (PureMomentum) | Ex-Dividend | Jun 23, 2026 | $1.00 |
 STX.US (PureMomentum) | Ex-Dividend | Jun 24, 2026 | $0.74 |
YOU (PureMomentum) | Pay Day | Jun 24, 2026 | $0.15 |
 LMT | Pay Day | Jun 26, 2026 | $3.45 |
 GLW (PureMomentum) | Pay Day | Jun 29, 2026 | $0.28 |
VSH (PureMomentum) | Pay Day | Jun 29, 2026 | $0.10 |
 PWR (PureMomentum) | Ex-Dividend | Jul 1, 2026 | $0.11 |
ESLT (PureMomentum) | Pay Day | Jul 6, 2026 | $1.00 |
STX.US (PureMomentum) | Pay Day | Jul 7, 2026 | $0.74 |
LRCX (PureMomentum) | Pay Day | Jul 8, 2026 | $0.26 |
PWR (PureMomentum) | Pay Day | Jul 13, 2026 | $0.11 |
GEV (PureMomentum) | Pay Day | Jul 14, 2026 | $0.50 |
01211.HK | Pay Day | Jul 31, 2026 | $0.05 |
Performance Metrics
Score 2.9/10
Beta
0.46
0.46
0
0.8
1.2
0
2
Sharpe Ratio
0.07
0.07
0
0.5
1
1.5
1.5
Sortino Ratio
0.1
0.1
0
1
2
3
3
Jensen's Alpha
-4.38
-4.38
-5
0
2
4.5
4.5
Omega Ratio
0.53
0.53
0
1
1.5
2.5
2.5
Treynor Ratio
0.17
0.17
0
0.75
1.25
2
2
Information Ratio
-0.8
-0.8
-1
0.3
0.6
1
1
Calmar Ratio
0.06
0.06
0
0.3
0.6
1
1
Beta
0.46
0.46
0
0.8
1.2
0
2
Sharpe Ratio
0.07
0.07
0
0.5
1
1.5
1.5
Sortino Ratio
0.1
0.1
0
1
2
3
3
Jensen's Alpha
-4.38
-4.38
-5
0
2
4.5
4.5
Omega Ratio
0.53
0.53
0
1
1.5
2.5
2.5
Treynor Ratio
0.17
0.17
0
0.75
1.25
2
2
Information Ratio
-0.8
-0.8
-1
0.3
0.6
1
1
Calmar Ratio
0.06
0.06
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
29.63
High:
AAPL
37.65AAPLLow:LMT
25.14LMTDetails
PEG Ratio
52.49
High:AAPL
130.22AAPLLow:IBM
28.3IBMDetails
Price/Book
11.24
High:AAPL
42.87AAPLLow:01211.HK
2.9501211.HKDetails
Price/Sales
8.02
High:GOOG
10.68GOOGLow:01211.HK
0.9701211.HKDetails
Price/CF
20.12
High:AAPL
26.13AAPLLow:MSFT
16.2MSFTDetails
Price/FCF
46.13
High:01211.HK
86.3501211.HKLow:AAPL
32.24AAPLDetails
P/E Ratio
29.63
High:AAPL
37.65AAPLLow:LMT
25.14LMTDetails
PEG Ratio
52.49
High:AAPL
130.22AAPLLow:IBM
28.3IBMDetails
Price/Book
11.24
High:AAPL
42.87AAPLLow:01211.HK
2.9501211.HKDetails
Price/Sales
8.02
High:GOOG
10.68GOOGLow:01211.HK
0.9701211.HKDetails
Price/CF
20.12
High:AAPL
26.13AAPLLow:MSFT
16.2MSFTDetails
Price/FCF
46.13
High:01211.HK
86.3501211.HKLow:AAPL
32.24AAPLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-42.54% | Sep 2018 | Aug 2025 | 83 |
-10.27% | Mar 2014 | Jul 2018 | 52 |
-5.81% | Feb 2026 | - | 5 |
-0.98% | Nov 2025 | Jan 2026 | 2 |