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-5.22%
This Month
-9.57%
Year To Date
+21.93%
2 Years
+31.19%
5 Years
+779.8%
10 Years
+28.21%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💇♀️ Consumer Services24.43%
- 💵 Cash17.04%
- 🪙 Cryptocurrencies11.47%
- 🛍️ Retail Trade8.92%
- 💰 Finance8.46%
- 👥 Copy Trading7.76%
- 💼 Commercial Services5.88%
- 🍞 Consumer Non Durables4.79%
- 🖥️ Technology Services3.52%
- 🚗 Consumer Durables2.71%
- 📊 ETFs1.94%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq33.75%
- 🇺🇸 NYSE26.7%
- 🌍 Digital Currency11.47%
- 🇨🇭 SIX4.79%
- 🇭🇰 Hong Kong Exchanges3.15%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States50.55%
- 🇨🇭 Switzerland4.79%
- 🇨🇳 China3.84%
- 🇨🇦 Canada3.57%
- 🇺🇾 Uruguay3.11%
- 🇳🇱 Netherlands0.3%
- 🇹🇼 Taiwan0.28%
Dividends
Dividend Yield
0.82%
12 out of 26 instruments pay dividend.
7 dividend payments in the next 30 days.
Highest Dividend: $BNS (3.78%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 DIS | Ex-Dividend | Jun 30, 2026 | $0.75 |
 CRM (AI-Revolution) | Pay Day | Jul 2, 2026 | $0.44 |
 9988.HK | Pay Day | Jul 6, 2026 | $0.13 |
 BNS | Ex-Dividend | Jul 7, 2026 | $0.82 |
 LRCX (AI-Revolution) | Pay Day | Jul 8, 2026 | $0.26 |
 TSM (AI-Revolution) | Pay Day | Jul 9, 2026 | $0.95 |
 BABA | Pay Day | Jul 13, 2026 | $1.05 |
BABA (AI-Revolution) | Pay Day | Jul 13, 2026 | $1.05 |
DIS | Pay Day | Jul 22, 2026 | $0.75 |
BNS | Pay Day | Jul 29, 2026 | $0.82 |
Performance Metrics
Score 7.9/10
Beta
0.99
0.99
0
0.8
1.2
0
2
Sharpe Ratio
0.89
0.89
0
0.5
1
1.5
1.5
Sortino Ratio
1.95
1.95
0
1
2
3
3
Jensen's Alpha
15.8
15.8
-2
0
2
16
16
Omega Ratio
1.72
1.72
0
1
1.5
2.5
2.5
Treynor Ratio
2.19
2.19
0
0.75
1.25
3
3
Information Ratio
0.6
0.6
0
0.3
0.6
1
1
Calmar Ratio
0.87
0.87
0
0.3
0.6
1
1
Beta
0.99
0.99
0
0.8
1.2
0
2
Sharpe Ratio
0.89
0.89
0
0.5
1
1.5
1.5
Sortino Ratio
1.95
1.95
0
1
2
3
3
Jensen's Alpha
15.8
15.8
-2
0
2
16
16
Omega Ratio
1.72
1.72
0
1
1.5
2.5
2.5
Treynor Ratio
2.19
2.19
0
0.75
1.25
3
3
Information Ratio
0.6
0.6
0
0.3
0.6
1
1
Calmar Ratio
0.87
0.87
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
29.67
High:
TSLA
342.7TSLALow:
ZETA.US
-170.94ZETA.USDetails
PEG Ratio
39.95
High:
V
213.78VLow:ZETA.US
-270.78ZETA.USDetails
Price/Book
5.26
High:
MA
64.54MALow:
SBUX
-13.89SBUXDetails
Price/Sales
3.66
High:V
14.72VLow:
PYPL
1.15PYPLDetails
Price/CF
17.24
High:TSLA
79.58TSLALow:
EXPE
5.79EXPEDetails
Price/FCF
65.39
High:9988.HK
2,771.019988.HKLow:EXPE
7.22EXPEDetails
P/E Ratio
29.67
High:TSLA
342.7TSLALow:ZETA.US
-170.94ZETA.USDetails
PEG Ratio
39.95
High:V
213.78VLow:ZETA.US
-270.78ZETA.USDetails
Price/Book
5.26
High:MA
64.54MALow:SBUX
-13.89SBUXDetails
Price/Sales
3.66
High:V
14.72VLow:PYPL
1.15PYPLDetails
Price/CF
17.24
High:TSLA
79.58TSLALow:EXPE
5.79EXPEDetails
Price/FCF
65.39
High:9988.HK
2,771.019988.HKLow:EXPE
7.22EXPEDetails
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 | - | 17 |
-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 |