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-2.12%
This Month
+22.02%
Year To Date
+52.56%
2 Years
-37.48%
5 Years
-34.42%
10 Years
-8.5%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading48.84%
- 💻 Electronic Technology37.43%
- 🖥️ Technology Services13.67%
- 💵 Cash0.08%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq89.06%
- 🇺🇸 NYSE10.72%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States94.06%
- 🇨🇳 China2.14%
- 🇳🇱 Netherlands1.8%
- 🇹🇼 Taiwan1.79%
Dividends
Dividend Yield
0.44%
4 out of 4 instruments pay dividend.
7 dividend payments in the next 30 days.
Highest Dividend: $CSCO (1.29%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 CSCO | 0.2% | 1.29% | $1.58 |
 AI-Revolution | 0.14% | 0.28% | - |
 AAPL | 0.07% | 0.34% | $0.97 |
 GOOG | 0.03% | 0.23% | $0.2 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
GOOG | Ex-Dividend | Jun 8, 2026 | $0.22 |
 GOOGL (AI-Revolution) | Ex-Dividend | Jun 8, 2026 | $0.22 |
 MSFT (AI-Revolution) | Pay Day | Jun 11, 2026 | $0.91 |
 BABA (AI-Revolution) | Ex-Dividend | Jun 11, 2026 | $1.05 |
 AMAT (AI-Revolution) | Pay Day | Jun 11, 2026 | $0.53 |
 CRM (AI-Revolution) | Ex-Dividend | Jun 11, 2026 | $0.44 |
 TSM (AI-Revolution) | Ex-Dividend | Jun 11, 2026 | $0.95 |
GOOG | Pay Day | Jun 15, 2026 | $0.22 |
 META (AI-Revolution) | Ex-Dividend | Jun 15, 2026 | $0.53 |
GOOGL (AI-Revolution) | Pay Day | Jun 15, 2026 | $0.22 |
 LRCX (AI-Revolution) | Ex-Dividend | Jun 17, 2026 | $0.26 |
META (AI-Revolution) | Pay Day | Jun 25, 2026 | $0.53 |
 NVDA (AI-Revolution) | Pay Day | Jun 26, 2026 | $0.25 |
CRM (AI-Revolution) | Pay Day | Jul 2, 2026 | $0.44 |
CSCO | Ex-Dividend | Jul 6, 2026 | $0.42 |
LRCX (AI-Revolution) | Pay Day | Jul 8, 2026 | $0.26 |
TSM (AI-Revolution) | Pay Day | Jul 9, 2026 | $0.95 |
BABA (AI-Revolution) | Pay Day | Jul 13, 2026 | $1.05 |
CSCO | Pay Day | Jul 22, 2026 | $0.42 |
Performance Metrics
Score 2.2/10
Beta
1.45
1.45
0
0.8
1.2
0
2
Sharpe Ratio
-0.09
-0.09
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.11
-0.11
-1
1
2
3
3
Jensen's Alpha
-16.88
-16.88
-17
0
2
4.5
4.5
Omega Ratio
0.6
0.6
0
1
1.5
2.5
2.5
Treynor Ratio
-0.21
-0.21
-1
0.75
1.25
2
2
Information Ratio
-0.43
-0.43
-1
0.3
0.6
1
1
Calmar Ratio
-0.14
-0.14
-1
0.3
0.6
1
1
Beta
1.45
1.45
0
0.8
1.2
0
2
Sharpe Ratio
-0.09
-0.09
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.11
-0.11
-1
1
2
3
3
Jensen's Alpha
-16.88
-16.88
-17
0
2
4.5
4.5
Omega Ratio
0.6
0.6
0
1
1.5
2.5
2.5
Treynor Ratio
-0.21
-0.21
-1
0.75
1.25
2
2
Information Ratio
-0.43
-0.43
-1
0.3
0.6
1
1
Calmar Ratio
-0.14
-0.14
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
33.74
High:CSCO
42.38CSCOLow:GOOG
28.17GOOGDetails
PEG Ratio
121.6
High:CSCO
163.18CSCOLow:GOOG
60.94GOOGDetails
Price/Book
17.6
High:AAPL
42.87AAPLLow:GOOG
9.35GOOGDetails
Price/Sales
10.24
High:GOOG
10.68GOOGLow:CSCO
8.52CSCODetails
Price/CF
23.64
High:CSCO
27.21CSCOLow:GOOG
20.13GOOGDetails
Price/FCF
40.55
High:CSCO
67.27CSCOLow:AAPL
32.24AAPLDetails
P/E Ratio
33.74
High:CSCO
42.38CSCOLow:GOOG
28.17GOOGDetails
PEG Ratio
121.6
High:CSCO
163.18CSCOLow:GOOG
60.94GOOGDetails
Price/Book
17.6
High:AAPL
42.87AAPLLow:GOOG
9.35GOOGDetails
Price/Sales
10.24
High:GOOG
10.68GOOGLow:CSCO
8.52CSCODetails
Price/CF
23.64
High:CSCO
27.21CSCOLow:GOOG
20.13GOOGDetails
Price/FCF
40.55
High:CSCO
67.27CSCOLow:AAPL
32.24AAPLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-73.87% | Jan 2022 | - | 54 |
-2.39% | Jul 2021 | Oct 2021 | 3 |
-1.44% | May 2021 | Jun 2021 | 1 |