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+0.65%
This Month
+0.43%
Year To Date
+25.72%
2 Years
+20.18%
5 Years
+877.09%
10 Years
+28.52%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💇♀️ Consumer Services24.47%
- 💵 Cash17.17%
- 🪙 Cryptocurrencies14.35%
- 💰 Finance9.08%
- 🛍️ Retail Trade8.9%
- 👥 Copy Trading6.58%
- 🖥️ Technology Services4.93%
- 💼 Commercial Services4.56%
- 🍞 Consumer Non Durables4.47%
- 🚗 Consumer Durables2.44%
- 📊 ETFs1.74%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq30.81%
- 🇺🇸 NYSE28.91%
- 🌍 Digital Currency14.35%
- 🇨🇭 SIX4.47%
- 🇭🇰 Hong Kong Exchanges2.96%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States50.2%
- 🇨🇭 Switzerland4.47%
- 🇨🇳 China3.59%
- 🇨🇦 Canada3.51%
- 🇺🇾 Uruguay3.16%
- 🇹🇼 Taiwan0.25%
- 🇳🇱 Netherlands0.24%
Dividends
Dividend Yield
0.76%
12 out of 26 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: $NESN.ZU (3.67%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 BNS | Pay Day | Oct 28, 2026 | $0.82 |
 ASML (AI-Revolution) | Ex-Dividend | Oct 28, 2026 | $3.17 |
 MU (AI-Revolution) | Pay Day | Oct 29, 2026 | $0.15 |
 MRVL (AI-Revolution) | Pay Day | Oct 29, 2026 | $0.06 |
 TXN (AI-Revolution) | Ex-Dividend | Oct 31, 2026 | $1.42 |
 INTC (AI-Revolution) | Ex-Dividend | Nov 7, 2026 | $0.12 |
 MA | Pay Day | Nov 9, 2026 | $0.87 |
 V | Ex-Dividend | Nov 11, 2026 | $0.67 |
 SBUX | Ex-Dividend | Nov 14, 2026 | $0.62 |
 MSFT (AI-Revolution) | Ex-Dividend | Nov 20, 2026 | $0.91 |
 AMAT (AI-Revolution) | Ex-Dividend | Nov 20, 2026 | $0.53 |
 EXPE | Ex-Dividend | Nov 27, 2026 | $0.48 |
 PYPL | Ex-Dividend | Dec 4, 2026 | $0.14 |
 GOOGL (AI-Revolution) | Ex-Dividend | Dec 4, 2026 | $0.22 |
 NVDA (AI-Revolution) | Ex-Dividend | Dec 10, 2026 | $0.25 |
 VRT (AI-Revolution) | Ex-Dividend | Dec 14, 2026 | $0.06 |
 TSM (AI-Revolution) | Ex-Dividend | Dec 16, 2026 | $0.95 |
 CRM (AI-Revolution) | Ex-Dividend | Dec 17, 2026 | $0.44 |
 META (AI-Revolution) | Ex-Dividend | Dec 21, 2026 | $0.53 |
 AVGO (AI-Revolution) | Ex-Dividend | Dec 21, 2026 | $0.65 |
 LRCX (AI-Revolution) | Ex-Dividend | Dec 23, 2026 | $0.26 |
 DIS | Ex-Dividend | Dec 30, 2026 | $0.75 |
BNS | Ex-Dividend | Jan 6, 2027 | $0.82 |
MA | Ex-Dividend | Jan 9, 2027 | $0.87 |
 ORCL (AI-Revolution) | Ex-Dividend | Jan 9, 2027 | $0.50 |
MRVL (AI-Revolution) | Ex-Dividend | Jan 9, 2027 | $0.06 |
MU (AI-Revolution) | Ex-Dividend | Jan 14, 2027 | $0.15 |
 NESN.ZU | Ex-Dividend | Apr 20, 2027 | $3.96 |
 0700.HK | Ex-Dividend | May 15, 2027 | $0.68 |
 9988.HK | Ex-Dividend | Jun 10, 2027 | $0.13 |
 BABA | Ex-Dividend | Jun 11, 2027 | $1.05 |
BABA (AI-Revolution) | Ex-Dividend | Jun 11, 2027 | $1.05 |
Performance Metrics
Score 7.9/10
Beta
0.98
0.98
0
0.8
1.2
0
2
Sharpe Ratio
0.89
0.89
0
0.5
1
1.5
1.5
Sortino Ratio
1.94
1.94
0
1
2
3
3
Jensen's Alpha
15.45
15.45
-2
0
2
16
16
Omega Ratio
1.7
1.7
0
1
1.5
2.5
2.5
Treynor Ratio
2.16
2.16
0
0.75
1.25
3
3
Information Ratio
0.59
0.59
0
0.3
0.6
1
1
Calmar Ratio
0.85
0.85
0
0.3
0.6
1
1
Beta
0.98
0.98
0
0.8
1.2
0
2
Sharpe Ratio
0.89
0.89
0
0.5
1
1.5
1.5
Sortino Ratio
1.94
1.94
0
1
2
3
3
Jensen's Alpha
15.45
15.45
-2
0
2
16
16
Omega Ratio
1.7
1.7
0
1
1.5
2.5
2.5
Treynor Ratio
2.16
2.16
0
0.75
1.25
3
3
Information Ratio
0.59
0.59
0
0.3
0.6
1
1
Calmar Ratio
0.85
0.85
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
26.71
High:
TSLA
351.88TSLALow:
ZETA.US
-2,382.61ZETA.USDetails
PEG Ratio
0.71
High:V
2.16VLow:EXPE
0.17EXPEDetails
Price/Book
5.03
High:MA
88.35MALow:SBUX
-14.02SBUXDetails
Price/Sales
3.73
High:V
15.77VLow:PYPL
1.4PYPLDetails
Price/CF
17.42
High:TSLA
79.69TSLALow:PYPL
5.09PYPLDetails
Price/FCF
59.17
High:9988.HK
2,771.019988.HKLow:PYPL
6.14PYPLDetails
P/E Ratio
26.71
High:TSLA
351.88TSLALow:ZETA.US
-2,382.61ZETA.USDetails
PEG Ratio
0.71
High:V
2.16VLow:EXPE
0.17EXPEDetails
Price/Book
5.03
High:MA
88.35MALow:SBUX
-14.02SBUXDetails
Price/Sales
3.73
High:V
15.77VLow:PYPL
1.4PYPLDetails
Price/CF
17.42
High:TSLA
79.69TSLALow:PYPL
5.09PYPLDetails
Price/FCF
59.17
High:9988.HK
2,771.019988.HKLow:PYPL
6.14PYPLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-31.69% | Nov 2021 | Mar 2024 | 28 |
-24.45% | Feb 2020 | Jun 2020 | 4 |
-18.77% | Feb 2025 | - | 21 |
-16.69% | Apr 2024 | Nov 2024 | 7 |
-9.64% | Sep 2018 | Apr 2019 | 7 |
-8.95% | Mar 2018 | Jun 2018 | 3 |
-7.44% | Sep 2017 | Nov 2017 | 2 |
-5.37% | May 2019 | Jun 2019 | 1 |
-5.35% | Nov 2019 | Dec 2019 | 1 |
-4.92% | Sep 2020 | Nov 2020 | 2 |
-4.35% | Aug 2019 | Oct 2019 | 2 |
-4.32% | Jun 2017 | Aug 2017 | 2 |
-0.87% | Sep 2021 | Oct 2021 | 1 |
-0.76% | Jun 2021 | Jul 2021 | 1 |