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-1.91%
This Month
-1.03%
Year To Date
+40.13%
2 Years
+40.13%
5 Years
+40.13%
10 Years
+25.22%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs45.62%
- 👥 Copy Trading27.66%
- 💻 Electronic Technology10.72%
- 🧩 Miscellaneous8.97%
- 🛍️ Retail Trade4.79%
- 💰 Finance2.21%
- 💵 Cash0.02%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE68.93%
- 🇺🇸 Nasdaq27.29%
- 🇬🇧 LSE2.02%
- 🇫🇷 Euronext Paris0.65%
- 🇳🇴 Oslo Stock Exchange0.48%
- 🌍 Digital Currency0.14%
- Regular Trading Hours - RTH0.11%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States36.36%
- 🇨🇳 China5.54%
- 🇬🇧 United Kingdom2.54%
- 🇨🇦 Canada2.21%
- 🇫🇷 France0.65%
- 🇳🇴 Norway0.48%
- 🇹🇼 Taiwan0.3%
- 🇰🇾 Cayman Islands0.19%
Dividends
Dividend Yield
0.38%
7 out of 15 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $RY (2.76%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6.6/10
Beta
1.02
1.02
0
0.8
1.2
0
2
Sharpe Ratio
1.32
1.32
0
0.5
1
2
2
Sortino Ratio
2.59
2.59
0
1
2
3
3
Jensen's Alpha
1.11
1.11
-2
0
2
4.5
4.5
Omega Ratio
1.16
1.16
0
1
1.5
2.5
2.5
Treynor Ratio
1.31
1.31
0
0.75
1.25
2
2
Information Ratio
0.22
0.22
0
0.3
0.6
1
1
Calmar Ratio
2.67
2.67
0
0.3
0.6
3
3
Beta
1.02
1.02
0
0.8
1.2
0
2
Sharpe Ratio
1.32
1.32
0
0.5
1
2
2
Sortino Ratio
2.59
2.59
0
1
2
3
3
Jensen's Alpha
1.11
1.11
-2
0
2
4.5
4.5
Omega Ratio
1.16
1.16
0
1
1.5
2.5
2.5
Treynor Ratio
1.31
1.31
0
0.75
1.25
2
2
Information Ratio
0.22
0.22
0
0.3
0.6
1
1
Calmar Ratio
2.67
2.67
0
0.3
0.6
3
3
Portfolio Valuation
Based on current positions
P/E Ratio
38.07
High:
AVGO
66.7AVGOLow:
RY
15.82RYDetails
PEG Ratio
46.43
High:RY
89.73RYLow:AVGO
23.33AVGODetails
Price/Book
16.18
High:
NVDA
28.28NVDALow:
BABA
2.06BABADetails
Price/Sales
14.79
High:AVGO
24.3AVGOLow:BABA
2.28BABADetails
Price/CF
43.25
High:AVGO
65.63AVGOLow:RY
8.82RYDetails
Price/FCF
60.64
High:BABA
1,196.17BABALow:RY
12.68RYDetails
P/E Ratio
38.07
High:AVGO
66.7AVGOLow:RY
15.82RYDetails
PEG Ratio
46.43
High:RY
89.73RYLow:AVGO
23.33AVGODetails
Price/Book
16.18
High:NVDA
28.28NVDALow:BABA
2.06BABADetails
Price/Sales
14.79
High:AVGO
24.3AVGOLow:BABA
2.28BABADetails
Price/CF
43.25
High:AVGO
65.63AVGOLow:RY
8.82RYDetails
Price/FCF
60.64
High:BABA
1,196.17BABALow:RY
12.68RYDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-8.04% | Dec 2024 | May 2025 | 5 |
-3.55% | Feb 2026 | - | 2 |
-3.23% | Jul 2024 | Sep 2024 | 2 |
-2.16% | Nov 2025 | Jan 2026 | 2 |