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+6.16%
This Month
+14.87%
Year To Date
+21.29%
2 Years
-20.77%
5 Years
+15.73%
10 Years
+2.97%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology34.65%
- 🛠️ Producer Manufacturing28.8%
- 🧬 Health Technology14.79%
- 👥 Copy Trading5.67%
- 🖥️ Technology Services3.28%
- ⛏️ Energy Minerals3.18%
- 💵 Cash2.62%
- ⚡ Utilities2.19%
- 🚚 Transportation2.05%
- 💇♀️ Consumer Services0.8%
- 🏭 Industrial Services0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE51.92%
- 🇺🇸 Nasdaq42.98%
- 🇬🇧 LSE0.51%
- 🇺🇸 Chicago Board Options Exchange0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States86.46%
- 🇨🇦 Canada4.17%
- 🇮🇱 Israel4.07%
- 🇰🇿 Kazakhstan0.27%
- 🇬🇧 United Kingdom0.24%
- 🇦🇺 Australia0.19%
Dividends
Dividend Yield
1.28%
7 out of 27 instruments pay dividend.
7 dividend payments in the next 30 days.
Highest Dividend: $PFE (7.15%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 VST | Ex-Dividend | Sep 19, 2025 | $0.23 |
 J (NuclearFuture) | Pay Day | Sep 19, 2025 | $0.32 |
VST (NuclearFuture) | Ex-Dividend | Sep 19, 2025 | $0.23 |
 BHP (NuclearFuture) | Pay Day | Sep 25, 2025 | $1.20 |
 CW (NuclearFuture) | Ex-Dividend | Sep 26, 2025 | $0.24 |
VST | Pay Day | Sep 30, 2025 | $0.23 |
VST (NuclearFuture) | Pay Day | Sep 30, 2025 | $0.23 |
 ACM (NuclearFuture) | Ex-Dividend | Oct 1, 2025 | $0.26 |
 PWR (NuclearFuture) | Ex-Dividend | Oct 1, 2025 | $0.10 |
 ORCL | Ex-Dividend | Oct 9, 2025 | $0.50 |
PWR (NuclearFuture) | Pay Day | Oct 10, 2025 | $0.10 |
CW (NuclearFuture) | Pay Day | Oct 10, 2025 | $0.24 |
ACM (NuclearFuture) | Pay Day | Oct 17, 2025 | $0.26 |
 XEL (NuclearFuture) | Pay Day | Oct 20, 2025 | $0.57 |
ORCL | Pay Day | Oct 23, 2025 | $0.50 |
Performance Metrics
Score 2.7/10
Beta
1.73
1.73
0
0.8
1.2
0
2
Sharpe Ratio
0.18
0.18
0
0.5
1
1.5
1.5
Sortino Ratio
0.29
0.29
0
1
2
3
3
Jensen's Alpha
-18.08
-18.08
-19
0
2
4.5
4.5
Omega Ratio
0.83
0.83
0
1
1.5
2.5
2.5
Treynor Ratio
0.37
0.37
0
0.75
1.25
2
2
Information Ratio
-0.23
-0.23
-1
0.3
0.6
1
1
Calmar Ratio
0.03
0.03
0
0.3
0.6
1
1
Beta
1.73
1.73
0
0.8
1.2
0
2
Sharpe Ratio
0.18
0.18
0
0.5
1
1.5
1.5
Sortino Ratio
0.29
0.29
0
1
2
3
3
Jensen's Alpha
-18.08
-18.08
-19
0
2
4.5
4.5
Omega Ratio
0.83
0.83
0
1
1.5
2.5
2.5
Treynor Ratio
0.37
0.37
0
0.75
1.25
2
2
Information Ratio
-0.23
-0.23
-1
0.3
0.6
1
1
Calmar Ratio
0.03
0.03
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
23.29
High:
ALAB
418.71ALABLow:
OKLO
-237.5OKLODetails
PEG Ratio
123.11
High:
ORCL
631.9ORCLLow:OKLO
-258.15OKLODetails
Price/Book
2.68
High:ORCL
36.07ORCLLow:
AAL
-2.12AALDetails
Price/Sales
2.59
High:
SMR
88.57SMRLow:OKLO
-OKLODetails
Price/CF
12.5
High:
DDD
462.65DDDLow:AAL
1.81AALDetails
Price/FCF
54.73
High:
SEDG
476.9SEDGLow:AAL
4.74AALDetails
P/E Ratio
23.29
High:ALAB
418.71ALABLow:OKLO
-237.5OKLODetails
PEG Ratio
123.11
High:ORCL
631.9ORCLLow:OKLO
-258.15OKLODetails
Price/Book
2.68
High:ORCL
36.07ORCLLow:AAL
-2.12AALDetails
Price/Sales
2.59
High:SMR
88.57SMRLow:OKLO
-OKLODetails
Price/CF
12.5
High:DDD
462.65DDDLow:AAL
1.81AALDetails
Price/FCF
54.73
High:SEDG
476.9SEDGLow:AAL
4.74AALDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-59.58% | Mar 2021 | - | 55 |
-21.03% | Sep 2020 | Dec 2020 | 3 |
-8.5% | Jul 2020 | Aug 2020 | 1 |