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-14.37%
This Month
-7.07%
Year To Date
+32.08%
2 Years
+116.28%
5 Years
+200.2%
10 Years
+22.12%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading77.75%
- 🧩 Miscellaneous7.22%
- 💻 Electronic Technology5.8%
- 💵 Cash3.58%
- 📊 ETFs1.48%
- 💰 Finance1.34%
- 💼 Commercial Services1.15%
- 🍞 Consumer Non Durables0.82%
- 🛍️ Retail Trade0.73%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE42.7%
- 🇺🇸 Nasdaq38.09%
- 🇬🇧 LSE10.1%
- 🇭🇰 Hong Kong Exchanges2.41%
- 🇳🇱 Euronext Amsterdam1.53%
- 🇦🇺 Sydney0.77%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States49.5%
- 🇨🇦 Canada14.87%
- 🇬🇧 United Kingdom7.31%
- 🇨🇳 China4.42%
- 🇳🇱 Netherlands1.18%
- 🇹🇼 Taiwan1.08%
- 🇮🇱 Israel1.05%
- 🇦🇺 Australia1.02%
- 🇸🇬 Singapore0.4%
- 🇮🇪 Ireland0.35%
- 🇰🇷 South Korea0.25%
- 🇰🇾 Cayman Islands0.16%
- 🇭🇰 Hong Kong0.15%
- 🇯🇵 Japan0.12%
- 🇺🇾 Uruguay0.11%
- 🇨🇭 Switzerland0.06%
Dividends
Dividend Yield
0.64%
11 out of 17 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $SGRO.L (4.52%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 GoldWorldWide | 0.23% | 0.82% | - |
 DividendGrowth | 0.21% | 2.33% | - |
 SGRO.L | 0.06% | 4.52% | $0.28 |
 AI-Revolution | 0.05% | 0.41% | - |
 KO | 0.02% | 2.75% | $1.89 |
 Chip-Tech | 0.02% | 0.38% | - |
 InTheGame | 0.02% | 0.33% | - |
 NDI-FutureTech | 0.01% | 0.14% | - |
 BigTech | 0.01% | 0.29% | - |
 PYPL | 0.01% | 0.62% | - |
 BABA | 0.01% | 0.84% | $0.98 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 7.9/10
Beta
0.9
0.9
0
0.8
1.2
0
2
Sharpe Ratio
0.98
0.98
0
0.5
1
1.5
1.5
Sortino Ratio
2.12
2.12
0
1
2
3
3
Jensen's Alpha
9.16
9.16
-2
0
2
10
10
Omega Ratio
1.55
1.55
0
1
1.5
2.5
2.5
Treynor Ratio
1.94
1.94
0
0.75
1.25
2
2
Information Ratio
0.45
0.45
0
0.3
0.6
1
1
Calmar Ratio
1.08
1.08
0
0.3
0.6
2
2
Beta
0.9
0.9
0
0.8
1.2
0
2
Sharpe Ratio
0.98
0.98
0
0.5
1
1.5
1.5
Sortino Ratio
2.12
2.12
0
1
2
3
3
Jensen's Alpha
9.16
9.16
-2
0
2
10
10
Omega Ratio
1.55
1.55
0
1
1.5
2.5
2.5
Treynor Ratio
1.94
1.94
0
0.75
1.25
2
2
Information Ratio
0.45
0.45
0
0.3
0.6
1
1
Calmar Ratio
1.08
1.08
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
44.56
High:
AMD
76.63AMDLow:
AIOT
-12.61AIOTDetails
PEG Ratio
40.83
High:KO
105.31KOLow:AIOT
-14.21AIOTDetails
Price/Book
4.38
High:KO
10.04KOLow:SGRO.L
0.76SGRO.LDetails
Price/Sales
6.21
High:SGRO.L
12.78SGRO.LLow:AIOT
0.89AIOTDetails
Price/CF
38.52
High:AMD
45.99AMDLow:PYPL
8.54PYPLDetails
Price/FCF
58.93
High:BABA
1,196.17BABALow:PYPL
10.09PYPLDetails
P/E Ratio
44.56
High:AMD
76.63AMDLow:AIOT
-12.61AIOTDetails
PEG Ratio
40.83
High:KO
105.31KOLow:AIOT
-14.21AIOTDetails
Price/Book
4.38
High:KO
10.04KOLow:SGRO.L
0.76SGRO.LDetails
Price/Sales
6.21
High:SGRO.L
12.78SGRO.LLow:AIOT
0.89AIOTDetails
Price/CF
38.52
High:AMD
45.99AMDLow:PYPL
8.54PYPLDetails
Price/FCF
58.93
High:BABA
1,196.17BABALow:PYPL
10.09PYPLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-22.17% | Apr 2022 | Dec 2023 | 20 |
-14.37% | Mar 2026 | - | 1 |
-13.28% | Sep 2020 | Nov 2020 | 2 |
-6.04% | Apr 2024 | Jul 2024 | 3 |
-5.96% | Feb 2022 | Mar 2022 | 1 |
-4.75% | Feb 2025 | May 2025 | 3 |
-3.8% | Dec 2024 | Jan 2025 | 1 |
-3.5% | Sep 2021 | Dec 2021 | 3 |
-1.92% | Jul 2020 | Aug 2020 | 1 |
-1.6% | Dec 2020 | Jan 2021 | 1 |
-1.03% | Feb 2021 | Mar 2021 | 1 |
-0.93% | Aug 2024 | Sep 2024 | 1 |
-0.38% | Jan 2024 | Feb 2024 | 1 |