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+1.7%
This Month
+26.89%
Year To Date
+1137.76%
2 Years
+21.65%
5 Years
+21.65%
10 Years
+4.72%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading97.95%
- 🧪 Process Industries1.1%
- 💵 Cash0.66%
- 🪙 Cryptocurrencies0.28%
- 🧬 Health Technology0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE57.37%
- 🇺🇸 Nasdaq34.14%
- 🇬🇧 LSE5.71%
- 🌍 Digital Currency0.28%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States46.71%
- 🇨🇦 Canada30.86%
- 🇬🇧 United Kingdom8.69%
- 🇨🇳 China4.39%
- 🇿🇦 South Africa3.39%
- 🇹🇼 Taiwan1.94%
- 🇱🇺 Luxembourg0.79%
- 🇮🇪 Ireland0.45%
Dividends
Dividend Yield
0.47%
2 out of 5 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: GoldWorldWide (0.69%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 GoldWorldWide | 0.38% | 0.69% | - |
 AI-Revolution | 0.09% | 0.22% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 AEM (GoldWorldWide) | Pay Day | Dec 15, 2025 | $0.40 |
 TSM (AI-Revolution) | Pay Day | Jan 8, 2026 | $0.84 |
Performance Metrics
Score 6/10
Beta
1.48
1.48
0
0.8
1.2
0
2
Sharpe Ratio
0.44
0.44
0
0.5
1
1.5
1.5
Sortino Ratio
0.95
0.95
0
1
2
3
3
Jensen's Alpha
38.85
38.85
-2
0
2
39
39
Omega Ratio
1.43
1.43
0
1
1.5
2.5
2.5
Treynor Ratio
2.79
2.79
0
0.75
1.25
3
3
Information Ratio
0.35
0.35
0
0.3
0.6
1
1
Calmar Ratio
0.04
0.04
0
0.3
0.6
1
1
Beta
1.48
1.48
0
0.8
1.2
0
2
Sharpe Ratio
0.44
0.44
0
0.5
1
1.5
1.5
Sortino Ratio
0.95
0.95
0
1
2
3
3
Jensen's Alpha
38.85
38.85
-2
0
2
39
39
Omega Ratio
1.43
1.43
0
1
1.5
2.5
2.5
Treynor Ratio
2.79
2.79
0
0.75
1.25
3
3
Information Ratio
0.35
0.35
0
0.3
0.6
1
1
Calmar Ratio
0.04
0.04
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
175.32
High:
OGI
135.21OGILow:
BNGO
-0.1BNGODetails
PEG Ratio
131.95
High:OGI
132.3OGILow:BNGO
-0.11BNGODetails
Price/Book
0.91
High:OGI
0.91OGILow:BNGO
0.32BNGODetails
Price/Sales
1.6
High:OGI
1.61OGILow:BNGO
0.3BNGODetails
Price/CF
46.53
High:OGI
46.53OGILow:OGI
46.53OGIDetails
Price/FCF
N/A
Details
P/E Ratio
175.32
High:OGI
135.21OGILow:BNGO
-0.1BNGODetails
PEG Ratio
131.95
High:OGI
132.3OGILow:BNGO
-0.11BNGODetails
Price/Book
0.91
High:OGI
0.91OGILow:BNGO
0.32BNGODetails
Price/Sales
1.6
High:OGI
1.61OGILow:BNGO
0.3BNGODetails
Price/CF
46.53
High:OGI
46.53OGILow:OGI
46.53OGIDetails
Price/FCF
N/A
Details
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-93.44% | Dec 2021 | - | 49 |
-17.42% | Sep 2021 | Oct 2021 | 1 |
-5.26% | Apr 2021 | Jul 2021 | 3 |