Loading...
0%
This Month
+24.71%
Year To Date
+23.41%
2 Years
+23.41%
5 Years
+23.41%
10 Years
+23.41%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading97.34%
- 🪙 Cryptocurrencies2.66%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq52%
- 🇺🇸 NYSE44.42%
- 🌍 Digital Currency2.66%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States73.35%
- 🇮🇱 Israel6.97%
- 🇭🇰 Hong Kong5.22%
- 🇨🇦 Canada3.23%
- 🇨🇾 Cyprus2.63%
- 🇧🇲 Bermuda2.51%
- 🇮🇪 Ireland0.9%
- 🇩🇪 Germany0.82%
- 🇰🇾 Cayman Islands0.8%
Dividends
Dividend Yield
0.47%
1 out of 2 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: Momentum-LS (0.48%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 Momentum-LS | 0.47% | 0.48% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 SIMO (Momentum-LS) | Ex-Dividend | May 7, 2026 | $0.50 |
 ACN (Momentum-LS) | Pay Day | May 15, 2026 | $1.63 |
 CAT (Momentum-LS) | Pay Day | May 19, 2026 | $1.51 |
 AMAT (Momentum-LS) | Ex-Dividend | May 21, 2026 | $0.53 |
SIMO (Momentum-LS) | Pay Day | May 21, 2026 | $0.50 |
AMAT (Momentum-LS) | Pay Day | Jun 11, 2026 | $0.53 |
Performance Metrics
Score 7.4/10
Beta
1.01
1.01
0
0.8
1.2
0
2
Sharpe Ratio
0.72
0.72
0
0.5
1
1.5
1.5
Sortino Ratio
1.46
1.46
0
1
2
3
3
Jensen's Alpha
23.06
23.06
-2
0
2
24
24
Omega Ratio
2.38
2.38
0
1
1.5
3
3
Treynor Ratio
1.26
1.26
0
0.75
1.25
2
2
Information Ratio
1.1
1.1
0
0.3
0.6
2
2
Calmar Ratio
2.67
2.67
0
0.3
0.6
3
3
Beta
1.01
1.01
0
0.8
1.2
0
2
Sharpe Ratio
0.72
0.72
0
0.5
1
1.5
1.5
Sortino Ratio
1.46
1.46
0
1
2
3
3
Jensen's Alpha
23.06
23.06
-2
0
2
24
24
Omega Ratio
2.38
2.38
0
1
1.5
3
3
Treynor Ratio
1.26
1.26
0
0.75
1.25
2
2
Information Ratio
1.1
1.1
0
0.3
0.6
2
2
Calmar Ratio
2.67
2.67
0
0.3
0.6
3
3
Portfolio Valuation
Based on current positions
P/E Ratio
N/A
Details
PEG Ratio
N/A
Details
Price/Book
N/A
Details
Price/Sales
N/A
Details
Price/CF
N/A
Details
Price/FCF
N/A
Details
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-6.87% | Mar 2026 | Apr 2026 | 1 |
-0.14% | Nov 2025 | Dec 2025 | 1 |