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+18.15%
This Month
+2.68%
Year To Date
+47.98%
2 Years
-44.81%
5 Years
-44.81%
10 Years
-12.16%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology37.61%
- 👥 Copy Trading26.47%
- 🪨 Non Energy Minerals20.4%
- 🖥️ Technology Services15.5%
- 💵 Cash0.04%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq73.15%
- 🇺🇸 NYSE26.72%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States96.25%
- 🇨🇳 China1.5%
- 🇳🇱 Netherlands1.07%
- 🇹🇼 Taiwan1.05%
Dividends
Dividend Yield
0.48%
4 out of 5 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: $CSCO (1.88%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 CSCO | 0.26% | 1.88% | $1.58 |
 AAPL | 0.09% | 0.38% | $0.97 |
 AI-Revolution | 0.09% | 0.34% | - |
 GOOG | 0.04% | 0.25% | $0.2 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 CRM (AI-Revolution) | Pay Day | Apr 23, 2026 | $0.44 |
 ORCL (AI-Revolution) | Pay Day | Apr 24, 2026 | $0.50 |
 MRVL (AI-Revolution) | Pay Day | Apr 30, 2026 | $0.06 |
 TXN (AI-Revolution) | Ex-Dividend | May 5, 2026 | $1.42 |
TXN (AI-Revolution) | Pay Day | May 19, 2026 | $1.42 |
 MSFT (AI-Revolution) | Ex-Dividend | May 21, 2026 | $0.91 |
 AMAT (AI-Revolution) | Ex-Dividend | May 21, 2026 | $0.53 |
MSFT (AI-Revolution) | Pay Day | Jun 11, 2026 | $0.91 |
AMAT (AI-Revolution) | Pay Day | Jun 11, 2026 | $0.53 |
 TSM (AI-Revolution) | Ex-Dividend | Jun 11, 2026 | $0.95 |
TSM (AI-Revolution) | Pay Day | Jul 9, 2026 | $0.95 |
Performance Metrics
Score 2.2/10
Beta
1.37
1.37
0
0.8
1.2
0
2
Sharpe Ratio
-0.22
-0.22
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.26
-0.26
-1
1
2
3
3
Jensen's Alpha
-17.95
-17.95
-18
0
2
4.5
4.5
Omega Ratio
0.52
0.52
0
1
1.5
2.5
2.5
Treynor Ratio
-0.51
-0.51
-1
0.75
1.25
2
2
Information Ratio
-0.53
-0.53
-1
0.3
0.6
1
1
Calmar Ratio
-0.19
-0.19
-1
0.3
0.6
1
1
Beta
1.37
1.37
0
0.8
1.2
0
2
Sharpe Ratio
-0.22
-0.22
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.26
-0.26
-1
1
2
3
3
Jensen's Alpha
-17.95
-17.95
-18
0
2
4.5
4.5
Omega Ratio
0.52
0.52
0
1
1.5
2.5
2.5
Treynor Ratio
-0.51
-0.51
-1
0.75
1.25
2
2
Information Ratio
-0.53
-0.53
-1
0.3
0.6
1
1
Calmar Ratio
-0.19
-0.19
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
32.99
High:AAPL
34.19AAPLLow:
MP
-127.83MPDetails
PEG Ratio
118.37
High:AAPL
133.65AAPLLow:GOOG
91.87GOOGDetails
Price/Book
17.67
High:AAPL
45.05AAPLLow:MP
5.94MPDetails
Price/Sales
9.44
High:MP
47.9MPLow:CSCO
5.82CSCODetails
Price/CF
26.72
High:MP
190.93MPLow:CSCO
22.3CSCODetails
Price/FCF
44.58
High:MP
277.68MPLow:AAPL
37.55AAPLDetails
P/E Ratio
32.99
High:AAPL
34.19AAPLLow:MP
-127.83MPDetails
PEG Ratio
118.37
High:AAPL
133.65AAPLLow:GOOG
91.87GOOGDetails
Price/Book
17.67
High:AAPL
45.05AAPLLow:MP
5.94MPDetails
Price/Sales
9.44
High:MP
47.9MPLow:CSCO
5.82CSCODetails
Price/CF
26.72
High:MP
190.93MPLow:CSCO
22.3CSCODetails
Price/FCF
44.58
High:MP
277.68MPLow:AAPL
37.55AAPLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-73.87% | Jan 2022 | - | 52 |
-2.39% | Jul 2021 | Oct 2021 | 3 |
-1.44% | May 2021 | Jun 2021 | 1 |