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-2.17%
This Month
-8.19%
Year To Date
+27.04%
2 Years
-50.65%
5 Years
-50.65%
10 Years
-14.53%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology38.64%
- 👥 Copy Trading25.12%
- 🪨 Non Energy Minerals21.29%
- 🖥️ Technology Services14.92%
- 💵 Cash0.03%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq72.19%
- 🇺🇸 NYSE27.68%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States96.14%
- 🇨🇳 China1.62%
- 🇹🇼 Taiwan1.07%
- 🇳🇱 Netherlands1.04%
Dividends
Dividend Yield
0.52%
4 out of 5 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $CSCO (2.05%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 CSCO | 0.28% | 2.05% | $1.58 |
 AAPL | 0.1% | 0.4% | $0.97 |
 AI-Revolution | 0.1% | 0.39% | - |
 GOOG | 0.04% | 0.28% | $0.2 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 2.2/10
Beta
1.38
1.38
0
0.8
1.2
0
2
Sharpe Ratio
-0.18
-0.18
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.21
-0.21
-1
1
2
3
3
Jensen's Alpha
-18.21
-18.21
-19
0
2
4.5
4.5
Omega Ratio
0.53
0.53
0
1
1.5
2.5
2.5
Treynor Ratio
-0.42
-0.42
-1
0.75
1.25
2
2
Information Ratio
-0.52
-0.52
-1
0.3
0.6
1
1
Calmar Ratio
-0.18
-0.18
-1
0.3
0.6
1
1
Beta
1.38
1.38
0
0.8
1.2
0
2
Sharpe Ratio
-0.18
-0.18
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.21
-0.21
-1
1
2
3
3
Jensen's Alpha
-18.21
-18.21
-19
0
2
4.5
4.5
Omega Ratio
0.53
0.53
0
1
1.5
2.5
2.5
Treynor Ratio
-0.42
-0.42
-1
0.75
1.25
2
2
Information Ratio
-0.52
-0.52
-1
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
31.12
High:AAPL
33.21AAPLLow:
MP
-118.92MPDetails
PEG Ratio
112.51
High:AAPL
129.82AAPLLow:GOOG
82.13GOOGDetails
Price/Book
17.09
High:AAPL
43.77AAPLLow:MP
5.52MPDetails
Price/Sales
8.87
High:MP
44.56MPLow:CSCO
5.46CSCODetails
Price/CF
26.98
High:MP
190.93MPLow:CSCO
22.3CSCODetails
Price/FCF
43.84
High:MP
277.68MPLow:AAPL
37.55AAPLDetails
P/E Ratio
31.12
High:AAPL
33.21AAPLLow:MP
-118.92MPDetails
PEG Ratio
112.51
High:AAPL
129.82AAPLLow:GOOG
82.13GOOGDetails
Price/Book
17.09
High:AAPL
43.77AAPLLow:MP
5.52MPDetails
Price/Sales
8.87
High:MP
44.56MPLow:CSCO
5.46CSCODetails
Price/CF
26.98
High:MP
190.93MPLow:CSCO
22.3CSCODetails
Price/FCF
43.84
High:MP
277.68MPLow:AAPL
37.55AAPLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-73.87% | Jan 2022 | - | 51 |
-2.39% | Jul 2021 | Oct 2021 | 3 |
-1.44% | May 2021 | Jun 2021 | 1 |