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-1.84%
This Month
+8.65%
Year To Date
+12.89%
2 Years
+84.71%
5 Years
+84.71%
10 Years
+25%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology33.08%
- 👥 Copy Trading14.15%
- 💰 Finance10.68%
- 🖥️ Technology Services9.54%
- 🧬 Health Technology7.03%
- ⛏️ Energy Minerals5.32%
- 🚗 Consumer Durables4.72%
- 🏥 Health Services3.73%
- 🍞 Consumer Non Durables3.71%
- 📦 Distribution Services3.29%
- 🚚 Transportation2.88%
- 🏭 Industrial Services1.48%
- 💵 Cash0.42%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE47.82%
- 🇺🇸 Nasdaq27.37%
- 🇬🇧 LSE24.4%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States58.47%
- 🇬🇧 United Kingdom10.3%
- 🇹🇼 Taiwan9.02%
- 🇨🇦 Canada3.99%
- 🇨🇭 Switzerland3.71%
Dividends
Dividend Yield
1.02%
15 out of 23 instruments pay dividend.
6 dividend payments in the next 30 days.
Highest Dividend: $O (5.41%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 O | 0.2% | 5.41% | $3.09 |
 SPG | 0.19% | 4.27% | $7.75 |
 PSX | 0.14% | 2.7% | $4.3 |
 GAW.L | 0.12% | 2.53% | $5.5 |
 SYY | 0.1% | 2.97% | $2.01 |
 DGX | 0.06% | 1.7% | $2.92 |
 TSM | 0.06% | 0.69% | $1.74 |
 RR.L | 0.04% | 0.75% | - |
 AAPL | 0.03% | 0.34% | $0.97 |
 MSFT | 0.02% | 0.83% | $3 |
 BN.US | 0.01% | 0.57% | $0.3 |
 STN | 0.01% | 0.88% | - |
 GOOG | 0.01% | 0.23% | $0.2 |
 HWM | 0.01% | 0.19% | $0.19 |
 NVDA | 0% | 0.13% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
GOOG | Ex-Dividend | Jun 8, 2026 | $0.22 |
SPG | Ex-Dividend | Jun 9, 2026 | $2.25 |
MSFT | Pay Day | Jun 11, 2026 | $0.91 |
TSM | Ex-Dividend | Jun 11, 2026 | $0.95 |
GOOG | Pay Day | Jun 15, 2026 | $0.22 |
O | Pay Day | Jun 15, 2026 | $0.27 |
BN.US | Ex-Dividend | Jun 15, 2026 | $0.07 |
NVDA | Pay Day | Jun 26, 2026 | $0.25 |
SPG | Pay Day | Jun 30, 2026 | $2.25 |
BN.US | Pay Day | Jun 30, 2026 | $0.07 |
STN | Ex-Dividend | Jun 30, 2026 | $0.18 |
SYY | Ex-Dividend | Jul 2, 2026 | $0.55 |
DGX | Ex-Dividend | Jul 8, 2026 | $0.86 |
TSM | Pay Day | Jul 9, 2026 | $0.95 |
STN | Pay Day | Jul 15, 2026 | $0.18 |
DGX | Pay Day | Jul 22, 2026 | $0.86 |
SYY | Pay Day | Jul 24, 2026 | $0.55 |
Performance Metrics
Score 4/10
Beta
3.14
3.14
0
0.8
1.2
0
4
Sharpe Ratio
0.59
0.59
0
0.5
1
1.5
1.5
Sortino Ratio
0.94
0.94
0
1
2
3
3
Jensen's Alpha
-9.17
-9.17
-10
0
2
4.5
4.5
Omega Ratio
1.44
1.44
0
1
1.5
2.5
2.5
Treynor Ratio
0.95
0.95
0
0.75
1.25
2
2
Information Ratio
0.4
0.4
0
0.3
0.6
1
1
Calmar Ratio
0.36
0.36
0
0.3
0.6
1
1
Beta
3.14
3.14
0
0.8
1.2
0
4
Sharpe Ratio
0.59
0.59
0
0.5
1
1.5
1.5
Sortino Ratio
0.94
0.94
0
1
2
3
3
Jensen's Alpha
-9.17
-9.17
-10
0
2
4.5
4.5
Omega Ratio
1.44
1.44
0
1
1.5
2.5
2.5
Treynor Ratio
0.95
0.95
0
0.75
1.25
2
2
Information Ratio
0.4
0.4
0
0.3
0.6
1
1
Calmar Ratio
0.36
0.36
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
33.73
High:
AMD
171.72AMDLow:
U
-19.15UDetails
PEG Ratio
109.48
High:O
466.31OLow:
GMED
8.5GMEDDetails
Price/Book
14.67
High:AAPL
42.87AAPLLow:
BBIO
-5.78BBIODetails
Price/Sales
10.51
High:AMD
23.05AMDLow:SYY
0.43SYYDetails
Price/CF
23.31
High:HWM
44.57HWMLow:
TTD
9.9TTDDetails
Price/FCF
46.64
High:GAW.L
89.33GAW.LLow:
CART
10.77CARTDetails
P/E Ratio
33.73
High:AMD
171.72AMDLow:U
-19.15UDetails
PEG Ratio
109.48
High:O
466.31OLow:GMED
8.5GMEDDetails
Price/Book
14.67
High:AAPL
42.87AAPLLow:BBIO
-5.78BBIODetails
Price/Sales
10.51
High:AMD
23.05AMDLow:SYY
0.43SYYDetails
Price/CF
23.31
High:HWM
44.57HWMLow:TTD
9.9TTDDetails
Price/FCF
46.64
High:GAW.L
89.33GAW.LLow:CART
10.77CARTDetails
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 | - | 8 |