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-2.13%
This Month
+7.07%
Year To Date
+0.2%
2 Years
-69.2%
5 Years
-59.89%
10 Years
-13.94%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology17.74%
- ❓ Other11.62%
- 🖥️ Technology Services9.21%
- 💰 Finance8.79%
- 🪨 Non Energy Minerals7.77%
- 📊 ETFs7.06%
- 🚗 Consumer Durables4.9%
- 💇♀️ Consumer Services4.7%
- 🏭 Industrial Services4.67%
- 📡 Communications3.62%
- 🚚 Transportation3.17%
- 💵 Cash3.14%
- 🧩 Miscellaneous3.13%
- 👥 Copy Trading2.22%
- 💼 Commercial Services2.18%
- 🪙 Cryptocurrencies1.6%
- 🛠️ Producer Manufacturing1.35%
- ⚡ Utilities0.7%
- 📈 Indexes0.32%
- ⛏️ Energy Minerals0.02%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE52.21%
- 🇺🇸 Nasdaq36.85%
- 🇬🇧 LSE3.38%
- 🌍 Digital Currency1.6%
- 🌍 CFD0.32%
- 🇳🇱 Euronext Amsterdam0.1%
- 🇫🇷 Euronext Paris0.07%
- 🇩🇪 FRA0.05%
- 🇨🇭 SIX0.02%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States61.41%
- 🇰🇿 Kazakhstan3.37%
- 🇹🇼 Taiwan3.05%
- 🇨🇦 Canada0.99%
- 🇫🇮 Finland0.75%
- 🇦🇺 Australia0.69%
- 🇮🇱 Israel0.17%
- 🇸🇬 Singapore0.1%
- 🇳🇱 Netherlands0.1%
- 🇫🇷 France0.07%
- 🇺🇾 Uruguay0.06%
- 🇩🇪 Germany0.05%
- 🇮🇪 Ireland0.03%
- 🇦🇹 Austria0.02%
- 🇨🇳 China0.02%
- 🇷🇺 Russia0.02%
- 🇧🇷 Brazil0.01%
Dividends
Dividend Yield
0.9%
23 out of 53 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $OGZDL.L (67.74%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 KAP.L | 0.15% | 4.31% | - |
 LMT | 0.13% | 2.53% | $12.45 |
 DLR | 0.11% | 2.77% | $4.88 |
 TMUS | 0.1% | 2.77% | $1.95 |
 JPM | 0.09% | 1.83% | $4.4 |
 OTIS | 0.08% | 2.41% | $1.41 |
 BAH | 0.07% | 3.09% | $1.96 |
 AU | 0.04% | 4.98% | $0.22 |
 PHM | 0.03% | 0.91% | $0.76 |
 WYNN | 0.02% | 1.3% | $1 |
 TSM | 0.02% | 0.74% | $1.74 |
 OGZDL.L | 0.01% | 67.74% | - |
 AVGO | 0.01% | 0.77% | $19.7 |
 NOK | 0.01% | 1.32% | $0.1 |
 CMC | 0.01% | 1.18% | $0.66 |
 GOOG | 0.01% | 0.26% | $0.2 |
 VST | 0% | 0.6% | $0.85 |
 NDI-FutureTech | 0% | 0.16% | - |
 NVDA | 0% | 0.24% | $0.02 |
 Q | 0% | 0.25% | - |
 KLAC | 0% | 0.14% | $5.65 |
 PWR | 0% | 0.07% | $0.35 |
 HL | 0% | 0.1% | $0.03 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 ORCL (NDI-FutureTech) | Pay Day | Oct 23, 2026 | $0.50 |
NOK | Ex-Dividend | Oct 28, 2026 | $0.04 |
JPM | Pay Day | Oct 31, 2026 | $1.50 |
 INTC (NDI-FutureTech) | Ex-Dividend | Nov 7, 2026 | $0.12 |
 EXE (NDI-FutureTech) | Ex-Dividend | Nov 13, 2026 | $0.57 |
BAH | Ex-Dividend | Nov 14, 2026 | $0.59 |
WYNN | Ex-Dividend | Nov 14, 2026 | $0.25 |
OTIS | Ex-Dividend | Nov 14, 2026 | $0.44 |
KLAC | Ex-Dividend | Nov 17, 2026 | $2.30 |
AU | Ex-Dividend | Nov 21, 2026 | $1.16 |
HL | Ex-Dividend | Nov 26, 2026 | $0.00 |
TMUS | Ex-Dividend | Nov 28, 2026 | $1.02 |
LMT | Ex-Dividend | Dec 1, 2026 | $3.45 |
Q | Ex-Dividend | Dec 1, 2026 | $0.08 |
GOOG | Ex-Dividend | Dec 4, 2026 | $0.22 |
 GOOGL (NDI-FutureTech) | Ex-Dividend | Dec 4, 2026 | $0.22 |
NVDA | Ex-Dividend | Dec 10, 2026 | $0.25 |
NVDA (NDI-FutureTech) | Ex-Dividend | Dec 10, 2026 | $0.25 |
PHM | Ex-Dividend | Dec 15, 2026 | $0.26 |
DLR | Ex-Dividend | Dec 15, 2026 | $1.22 |
TSM | Ex-Dividend | Dec 16, 2026 | $0.95 |
AVGO | Ex-Dividend | Dec 21, 2026 | $0.65 |
VST | Ex-Dividend | Dec 21, 2026 | $0.23 |
AVGO (NDI-FutureTech) | Ex-Dividend | Dec 21, 2026 | $0.65 |
 LRCX (NDI-FutureTech) | Ex-Dividend | Dec 23, 2026 | $0.26 |
 GFS (NDI-FutureTech) | Ex-Dividend | Dec 23, 2026 | $0.12 |
PWR | Ex-Dividend | Jan 1, 2027 | $0.11 |
 CSCO (NDI-FutureTech) | Ex-Dividend | Jan 2, 2027 | $0.42 |
JPM | Ex-Dividend | Jan 6, 2027 | $1.50 |
CMC | Ex-Dividend | Jan 6, 2027 | $0.20 |
ORCL (NDI-FutureTech) | Ex-Dividend | Jan 9, 2027 | $0.50 |
 BESI.NV (NDI-FutureTech) | Ex-Dividend | Apr 27, 2027 | $1.86 |
 ASM.NV (NDI-FutureTech) | Ex-Dividend | May 13, 2027 | $3.80 |
 AIXA.DE (NDI-FutureTech) | Ex-Dividend | May 14, 2027 | $0.18 |
 SMHN.DE (NDI-FutureTech) | Ex-Dividend | Jun 4, 2027 | $0.32 |
 HIMX (NDI-FutureTech) | Ex-Dividend | Jun 30, 2027 | $0.25 |
 UMC (NDI-FutureTech) | Ex-Dividend | Jul 8, 2027 | $0.48 |
OGZDL.L | Ex-Dividend | Jul 14, 2027 | $0.00 |
Performance Metrics
Score 2.2/10
Beta
1.14
1.14
0
0.8
1.2
0
2
Sharpe Ratio
-0.57
-0.57
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.71
-0.71
-1
1
2
3
3
Jensen's Alpha
-24.19
-24.19
-25
0
2
4.5
4.5
Omega Ratio
0.33
0.33
0
1
1.5
2.5
2.5
Treynor Ratio
-1.06
-1.06
-2
0.75
1.25
2
2
Information Ratio
-1.41
-1.41
-2
0.3
0.6
1
1
Calmar Ratio
-0.18
-0.18
-1
0.3
0.6
1
1
Beta
1.14
1.14
0
0.8
1.2
0
2
Sharpe Ratio
-0.57
-0.57
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.71
-0.71
-1
1
2
3
3
Jensen's Alpha
-24.19
-24.19
-25
0
2
4.5
4.5
Omega Ratio
0.33
0.33
0
1
1.5
2.5
2.5
Treynor Ratio
-1.06
-1.06
-2
0.75
1.25
2
2
Information Ratio
-1.41
-1.41
-2
0.3
0.6
1
1
Calmar Ratio
-0.18
-0.18
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
24.21
High:
TSLA
351.88TSLALow:
WYFI
-4,502.35WYFIDetails
PEG Ratio
1.18
High:OTIS
6.15OTISLow:OGZDL.L
0OGZDL.LDetails
Price/Book
7.66
High:WYFI
521.6WYFILow:WYNN
-47.09WYNNDetails
Price/Sales
7.87
High:WYFI
2,171.43WYFILow:
LAC
-LACDetails
Price/CF
19.33
High:WYFI
1,109.84WYFILow:OGZDL.L
2.84OGZDL.LDetails
Price/FCF
32.74
High:
MP
277.68MPLow:
OPEN
4.2OPENDetails
P/E Ratio
24.21
High:TSLA
351.88TSLALow:WYFI
-4,502.35WYFIDetails
PEG Ratio
1.18
High:OTIS
6.15OTISLow:OGZDL.L
0OGZDL.LDetails
Price/Book
7.66
High:WYFI
521.6WYFILow:WYNN
-47.09WYNNDetails
Price/Sales
7.87
High:WYFI
2,171.43WYFILow:LAC
-LACDetails
Price/CF
19.33
High:WYFI
1,109.84WYFILow:OGZDL.L
2.84OGZDL.LDetails
Price/FCF
32.74
High:MP
277.68MPLow:OPEN
4.2OPENDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-74.47% | Jul 2021 | - | 64 |
-5.17% | Oct 2020 | Nov 2020 | 1 |
-3.04% | Feb 2021 | Jun 2021 | 4 |