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-3.95%
This Month
+1.01%
Year To Date
+66.81%
2 Years
+71.72%
5 Years
+71.72%
10 Years
+24.14%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology29.37%
- 👥 Copy Trading14.28%
- 💰 Finance11.57%
- 🖥️ Technology Services8.99%
- 🧬 Health Technology8.28%
- ⛏️ Energy Minerals5.26%
- 🍞 Consumer Non Durables4.44%
- 🚗 Consumer Durables4.39%
- 🏥 Health Services4.28%
- 📦 Distribution Services4.21%
- 🚚 Transportation2.83%
- 🏭 Industrial Services1.97%
- 💵 Cash0.14%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE50.93%
- 🇬🇧 LSE24.63%
- 🇺🇸 Nasdaq24.27%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States58.76%
- 🇬🇧 United Kingdom10.39%
- 🇹🇼 Taiwan7.54%
- 🇨🇦 Canada4.46%
- 🇨🇭 Switzerland4.44%
Dividends
Dividend Yield
1.08%
15 out of 23 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $O (4.92%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 O | 0.22% | 4.92% | $3.09 |
 SPG | 0.2% | 4.34% | $7.75 |
 PSX | 0.16% | 2.99% | $4.3 |
 GAW.L | 0.12% | 2.8% | $5.5 |
 SYY | 0.11% | 2.52% | $2.01 |
 DGX | 0.07% | 1.56% | $2.92 |
 TSM | 0.06% | 0.78% | $1.74 |
 RR.L | 0.04% | 0.7% | - |
 AAPL | 0.03% | 0.4% | $0.97 |
 MSFT | 0.02% | 0.86% | $3 |
 BN.US | 0.01% | 0.58% | $0.3 |
 STN | 0.01% | 0.71% | - |
 GOOG | 0.01% | 0.28% | $0.2 |
 HWM | 0.01% | 0.18% | $0.19 |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 4/10
Beta
3.91
3.91
0
0.8
1.2
0
4
Sharpe Ratio
0.6
0.6
0
0.5
1
1.5
1.5
Sortino Ratio
0.96
0.96
0
1
2
3
3
Jensen's Alpha
-14.12
-14.12
-15
0
2
4.5
4.5
Omega Ratio
1.47
1.47
0
1
1.5
2.5
2.5
Treynor Ratio
0.8
0.8
0
0.75
1.25
2
2
Information Ratio
0.44
0.44
0
0.3
0.6
1
1
Calmar Ratio
0.38
0.38
0
0.3
0.6
1
1
Beta
3.91
3.91
0
0.8
1.2
0
4
Sharpe Ratio
0.6
0.6
0
0.5
1
1.5
1.5
Sortino Ratio
0.96
0.96
0
1
2
3
3
Jensen's Alpha
-14.12
-14.12
-15
0
2
4.5
4.5
Omega Ratio
1.47
1.47
0
1
1.5
2.5
2.5
Treynor Ratio
0.8
0.8
0
0.75
1.25
2
2
Information Ratio
0.44
0.44
0
0.3
0.6
1
1
Calmar Ratio
0.38
0.38
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
31.25
High:BN.US
85.04BN.USLow:
U
-21.31UDetails
PEG Ratio
102.05
High:O
297.48OLow:U
-49.18UDetails
Price/Book
13.42
High:RR.L
47.86RR.LLow:
BBIO
-6.21BBIODetails
Price/Sales
8.95
High:BBIO
25.65BBIOLow:PSX
0.5PSXDetails
Price/CF
25.47
High:
AMD
45.99AMDLow:DGX
10.31DGXDetails
Price/FCF
50.3
High:GAW.L
89.33GAW.LLow:
CART
13.11CARTDetails
P/E Ratio
31.25
High:BN.US
85.04BN.USLow:U
-21.31UDetails
PEG Ratio
102.05
High:O
297.48OLow:U
-49.18UDetails
Price/Book
13.42
High:RR.L
47.86RR.LLow:BBIO
-6.21BBIODetails
Price/Sales
8.95
High:BBIO
25.65BBIOLow:PSX
0.5PSXDetails
Price/CF
25.47
High:AMD
45.99AMDLow:DGX
10.31DGXDetails
Price/FCF
50.3
High:GAW.L
89.33GAW.LLow:CART
13.11CARTDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-64.84% | Sep 2023 | May 2024 | 8 |
-22.29% | Jul 2024 | Jun 2025 | 11 |
-11.42% | Nov 2025 | - | 5 |