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+1.64%
This Month
+26.35%
Year To Date
+74.94%
2 Years
+74.78%
5 Years
+269.52%
10 Years
+17.17%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading39.22%
- 💻 Electronic Technology19.1%
- 🖥️ Technology Services13.47%
- 🚗 Consumer Durables5.4%
- 💰 Finance5.37%
- 📊 ETFs5.23%
- 🛠️ Producer Manufacturing3.38%
- 🛍️ Retail Trade3.11%
- 🧬 Health Technology0.99%
- 🍞 Consumer Non Durables0.99%
- 🚚 Transportation0.86%
- 🏭 Industrial Services0.76%
- 🏥 Health Services0.45%
- 🪨 Non Energy Minerals0.34%
- 💼 Commercial Services0.34%
- 📦 Distribution Services0.32%
- 🧩 Miscellaneous0.29%
- 💇♀️ Consumer Services0.27%
- 🧪 Process Industries0.08%
- 💵 Cash0.05%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq56.62%
- 🇺🇸 NYSE26.12%
- 🌍 Digital Currency6.46%
- 🇭🇰 Hong Kong Exchanges2.89%
- 🇬🇧 LSE2.73%
- 🇫🇷 Euronext Paris0.92%
- 🇩🇪 FRA0.86%
- 🇪🇸 Bolsa De Madrid0.73%
- 🇺🇸 Chicago Board Options Exchange0.62%
- 🇨🇭 SIX0.59%
- 🇮🇹 Borsa Italiana0.38%
- 🇳🇱 Euronext Amsterdam0.33%
- 🇸🇪 Stockholm Stock Exchange0.19%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States71.62%
- 🇨🇳 China4.17%
- 🇹🇼 Taiwan1.28%
- 🇨🇦 Canada1.18%
- 🇯🇵 Japan0.96%
- 🇩🇪 Germany0.86%
- 🇳🇱 Netherlands0.84%
- 🇱🇺 Luxembourg0.83%
- 🇺🇾 Uruguay0.82%
- 🇨🇭 Switzerland0.8%
- 🇪🇸 Spain0.73%
- 🇬🇧 United Kingdom0.7%
- 🇫🇷 France0.6%
- 🇭🇰 Hong Kong0.43%
- 🇮🇹 Italy0.38%
- 🇦🇺 Australia0.34%
- 🇰🇷 South Korea0.28%
- 🇮🇱 Israel0.26%
- 🇸🇪 Sweden0.19%
- 🇮🇪 Ireland0.19%
- 🇮🇳 India0.18%
- 🇸🇬 Singapore0.09%
Dividends
Dividend Yield
0.77%
64 out of 104 instruments pay dividend.
7 dividend payments in the next 30 days.
Highest Dividend: $316.HK (12.86%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 TheBigBanks | 0.24% | 3.24% | - |
 Driverless | 0.06% | 0.78% | - |
 RenewableEnergy | 0.05% | 1.27% | - |
 BitcoinWorldWide | 0.04% | 0.58% | - |
 LMT | 0.03% | 2.76% | $12.45 |
 AVGO | 0.02% | 0.69% | $19.7 |
 1919.HK | 0.02% | 12.51% | - |
 316.HK | 0.02% | 12.86% | - |
 MSFT | 0.02% | 0.71% | $3 |
 QCOM | 0.02% | 2.01% | $3.25 |
 C | 0.02% | 1.93% | $2.12 |
 AI-Revolution | 0.02% | 0.21% | - |
 F | 0.01% | 5.63% | $0.78 |
 BAC | 0.01% | 1.92% | $0.96 |
 LRCX | 0.01% | 0.55% | $8 |
 GD | 0.01% | 1.75% | $5.48 |
 V | 0.01% | 0.69% | $2.01 |
 NTES | 0.01% | 2.19% | $2.58 |
 UNH | 0.01% | 2.63% | $7.74 |
 GOOG | 0.01% | 0.26% | $0.2 |
 WSO | 0.01% | 3.36% | $10.05 |
 TSM | 0.01% | 0.88% | $1.74 |
 RTX | 0.01% | 1.44% | $2.44 |
 PGHN.ZU | 0.01% | 4.3% | $39 |
 META | 0.01% | 0.32% | $1 |
 AAPL | 0.01% | 0.38% | $0.97 |
 BLK | 0.01% | 1.92% | $20.2 |
 PSA | 0.01% | 4.6% | $12 |
 ALLY | 0.01% | 2.59% | $1.2 |
 MS | 0% | 2.12% | $3.4 |
 MU | 0% | 0.16% | $0.46 |
 GM | 0% | 0.69% | $0.42 |
 HON | 0% | 2.32% | $4.27 |
 SCHP.ZU | 0% | 2.01% | $4 |
 COKE | 0% | 0.62% | $2 |
 AIR.PA | 0% | 1.02% | $1.8 |
 HUBB | 0% | 1.18% | $4.78 |
 URI | 0% | 0.86% | $6.22 |
 GWW | 0% | 0.86% | $7.63 |
 STZ | 0% | 2.92% | $3.68 |
 ERIE | 0% | 1.97% | $5.01 |
 CRM | 0% | 0.63% | $0.4 |
 VMI | 0% | 0.66% | $2.4 |
 TPL | 0% | 0.74% | $4.5 |
 KLAC | 0% | 0.58% | $5.65 |
 INTU | 0% | 0.66% | $3.6 |
 DAL | 0% | 0.95% | $0.3 |
 CTAS | 0% | 0.88% | $5.4 |
 MA | 0% | 0.54% | $2.46 |
 MLM | 0% | 0.5% | $2.96 |
 WDC | 0% | 0.18% | - |
 FIX | 0% | 0.2% | $1.02 |
 COST | 0% | 0.58% | $19.22 |
 NXPI | 0% | 1.82% | $4.06 |
 CSL | 0% | 1.27% | $3.4 |
 KWR | 0% | 1.37% | $1.82 |
 ODFL | 0% | 0.7% | $0.92 |
 FCNCA | 0% | 0.36% | $5.67 |
 OLED | 0% | 1.51% | $1.5 |
 NVDA | 0% | 0.02% | $0.02 |
 TFX | 0% | 1.11% | $1.36 |
 REGN | 0% | 0.45% | - |
 MUSA | 0% | 0.53% | $1.66 |
 CHE | 0% | 0.51% | $1.6 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
LMT | Pay Day | Dec 30, 2025 | $3.45 |
 0916.HK (RenewableEnergy) | Pay Day | Dec 30, 2025 | $0.01 |
 GS (BitcoinWorldWide) | Pay Day | Dec 30, 2025 | $4.00 |
GS (TheBigBanks) | Pay Day | Dec 30, 2025 | $4.00 |
TSM | Pay Day | Jan 8, 2026 | $0.84 |
TSM (BitcoinWorldWide) | Pay Day | Jan 8, 2026 | $0.84 |
TSM (AI-Revolution) | Pay Day | Jan 8, 2026 | $0.84 |
Performance Metrics
Score 5.1/10
Beta
1.52
1.52
0
0.8
1.2
0
2
Sharpe Ratio
0.59
0.59
0
0.5
1
1.5
1.5
Sortino Ratio
0.96
0.96
0
1
2
3
3
Jensen's Alpha
0.31
0.31
-2
0
2
4.5
4.5
Omega Ratio
1.28
1.28
0
1
1.5
2.5
2.5
Treynor Ratio
0.97
0.97
0
0.75
1.25
2
2
Information Ratio
0.32
0.32
0
0.3
0.6
1
1
Calmar Ratio
0.32
0.32
0
0.3
0.6
1
1
Beta
1.52
1.52
0
0.8
1.2
0
2
Sharpe Ratio
0.59
0.59
0
0.5
1
1.5
1.5
Sortino Ratio
0.96
0.96
0
1
2
3
3
Jensen's Alpha
0.31
0.31
-2
0
2
4.5
4.5
Omega Ratio
1.28
1.28
0
1
1.5
2.5
2.5
Treynor Ratio
0.97
0.97
0
0.75
1.25
2
2
Information Ratio
0.32
0.32
0
0.3
0.6
1
1
Calmar Ratio
0.32
0.32
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
40.64
High:
INTC
3,415.09INTCLow:
HUBS
-5,728.92HUBSDetails
PEG Ratio
249.5
High:
REGN
3,786.78REGNLow:HUBS
-7,605.68HUBSDetails
Price/Book
12.07
High:
PLTR
68.24PLTRLow:
BA
-19.92BADetails
Price/Sales
9.68
High:PLTR
124.53PLTRLow:
MOH
0.19MOHDetails
Price/CF
28.34
High:PLTR
258.05PLTRLow:
F
2.37FDetails
Price/FCF
61.51
High:
AXON
388.05AXONLow:F
5.43FDetails
P/E Ratio
40.64
High:INTC
3,415.09INTCLow:HUBS
-5,728.92HUBSDetails
PEG Ratio
249.5
High:REGN
3,786.78REGNLow:HUBS
-7,605.68HUBSDetails
Price/Book
12.07
High:PLTR
68.24PLTRLow:BA
-19.92BADetails
Price/Sales
9.68
High:PLTR
124.53PLTRLow:MOH
0.19MOHDetails
Price/CF
28.34
High:PLTR
258.05PLTRLow:F
2.37FDetails
Price/FCF
61.51
High:AXON
388.05AXONLow:F
5.43FDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-52.83% | Dec 2021 | Nov 2024 | 35 |
-48.65% | Jan 2018 | May 2020 | 28 |
-12.07% | Feb 2025 | Jun 2025 | 4 |
-7.18% | Sep 2021 | Oct 2021 | 1 |
-4.58% | May 2021 | Jun 2021 | 1 |
-4.19% | Nov 2025 | - | 2 |
-4.18% | Sep 2020 | Nov 2020 | 2 |
-2.6% | Dec 2024 | Jan 2025 | 1 |
-2.59% | Jul 2021 | Aug 2021 | 1 |
-0.44% | Mar 2021 | Apr 2021 | 1 |