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+8.6%
This Month
+5.97%
Year To Date
+106.4%
2 Years
+80.16%
5 Years
+80.16%
10 Years
+25.59%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology30.02%
- 👥 Copy Trading14.21%
- 💰 Finance11.52%
- 🖥️ Technology Services9.36%
- 🧬 Health Technology8.83%
- 🚗 Consumer Durables4.98%
- ⛏️ Energy Minerals4.73%
- 🏥 Health Services3.92%
- 🍞 Consumer Non Durables3.71%
- 📦 Distribution Services3.57%
- 🚚 Transportation3.04%
- 🏭 Industrial Services1.88%
- 💵 Cash0.26%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE48.99%
- 🇺🇸 Nasdaq25.67%
- 🇬🇧 LSE25.06%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States58.65%
- 🇬🇧 United Kingdom10.9%
- 🇹🇼 Taiwan7.75%
- 🇨🇦 Canada4.54%
- 🇨🇭 Switzerland3.71%
Dividends
Dividend Yield
1.04%
15 out of 23 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $O (4.98%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 O | 0.21% | 4.98% | $3.09 |
 SPG | 0.19% | 4.17% | $7.75 |
 PSX | 0.15% | 3.14% | $4.3 |
 GAW.L | 0.12% | 2.46% | $5.5 |
 SYY | 0.1% | 2.83% | $2.01 |
 DGX | 0.07% | 1.66% | $2.92 |
 TSM | 0.05% | 0.62% | $1.74 |
 RR.L | 0.04% | 0.75% | - |
 AAPL | 0.03% | 0.38% | $0.97 |
 MSFT | 0.02% | 0.85% | $3 |
 BN.US | 0.01% | 0.54% | $0.3 |
 STN | 0.01% | 0.73% | - |
 GOOG | 0.01% | 0.25% | $0.2 |
 HWM | 0.01% | 0.18% | $0.19 |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
RR.L | Ex-Dividend | Apr 23, 2026 | $0.07 |
O | Ex-Dividend | Apr 30, 2026 | $0.27 |
O | Pay Day | May 15, 2026 | $0.27 |
PSX | Ex-Dividend | May 18, 2026 | $1.27 |
MSFT | Ex-Dividend | May 21, 2026 | $0.91 |
GAW.L | Pay Day | May 27, 2026 | $1.48 |
PSX | Pay Day | Jun 1, 2026 | $1.27 |
RR.L | Pay Day | Jun 3, 2026 | $0.07 |
MSFT | Pay Day | Jun 11, 2026 | $0.91 |
TSM | Ex-Dividend | Jun 11, 2026 | $0.95 |
SYY | Ex-Dividend | Jul 2, 2026 | $0.55 |
TSM | Pay Day | Jul 9, 2026 | $0.95 |
SYY | Pay Day | Jul 24, 2026 | $0.55 |
Performance Metrics
Score 3.9/10
Beta
3.67
3.67
0
0.8
1.2
0
4
Sharpe Ratio
0.54
0.54
0
0.5
1
1.5
1.5
Sortino Ratio
0.87
0.87
0
1
2
3
3
Jensen's Alpha
-6.97
-6.97
-7
0
2
4.5
4.5
Omega Ratio
1.45
1.45
0
1
1.5
2.5
2.5
Treynor Ratio
0.76
0.76
0
0.75
1.25
2
2
Information Ratio
0.42
0.42
0
0.3
0.6
1
1
Calmar Ratio
0.31
0.31
0
0.3
0.6
1
1
Beta
3.67
3.67
0
0.8
1.2
0
4
Sharpe Ratio
0.54
0.54
0
0.5
1
1.5
1.5
Sortino Ratio
0.87
0.87
0
1
2
3
3
Jensen's Alpha
-6.97
-6.97
-7
0
2
4.5
4.5
Omega Ratio
1.45
1.45
0
1
1.5
2.5
2.5
Treynor Ratio
0.76
0.76
0
0.75
1.25
2
2
Information Ratio
0.42
0.42
0
0.3
0.6
1
1
Calmar Ratio
0.31
0.31
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
33.04
High:
AMD
103.96AMDLow:
U
-27.75UDetails
PEG Ratio
102.55
High:O
292.6OLow:U
-64.04UDetails
Price/Book
14.09
High:AAPL
45.05AAPLLow:
BBIO
-7.16BBIODetails
Price/Sales
9.55
High:BBIO
29.59BBIOLow:SYY
0.44SYYDetails
Price/CF
25.97
High:AMD
45.99AMDLow:BN.US
9.91BN.USDetails
Price/FCF
51.61
High:GAW.L
89.33GAW.LLow:
CART
13.11CARTDetails
P/E Ratio
33.04
High:AMD
103.96AMDLow:U
-27.75UDetails
PEG Ratio
102.55
High:O
292.6OLow:U
-64.04UDetails
Price/Book
14.09
High:AAPL
45.05AAPLLow:BBIO
-7.16BBIODetails
Price/Sales
9.55
High:BBIO
29.59BBIOLow:SYY
0.44SYYDetails
Price/CF
25.97
High:AMD
45.99AMDLow:BN.US
9.91BN.USDetails
Price/FCF
51.61
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 |
-13.57% | Nov 2025 | - | 6 |