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-3.69%
This Month
+20.68%
Year To Date
+19.42%
2 Years
+19.42%
5 Years
+19.42%
10 Years
+16.43%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading97.03%
- 🪙 Cryptocurrencies2.97%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE66.79%
- 🇺🇸 Nasdaq24.79%
- 🌍 Digital Currency2.97%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States66.59%
- 🇮🇱 Israel4.44%
- 🇨🇦 Canada3.17%
- 🇹🇼 Taiwan2.87%
- 🇧🇲 Bermuda2.79%
- 🇨🇾 Cyprus2.72%
- 🇳🇴 Norway2.34%
- 🇧🇷 Brazil2.32%
- 🇨🇳 China1.71%
- 🇸🇬 Singapore1.58%
- 🇮🇪 Ireland1.06%
Dividends
Dividend Yield
1.29%
1 out of 2 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: Momentum-LS (1.33%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 Momentum-LS | 1.29% | 1.33% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 NUE (Momentum-LS) | Pay Day | Nov 10, 2026 | $0.56 |
 TGT (Momentum-LS) | Ex-Dividend | Nov 12, 2026 | $1.14 |
 PBF (Momentum-LS) | Ex-Dividend | Nov 14, 2026 | $0.28 |
 RPRX (Momentum-LS) | Ex-Dividend | Nov 14, 2026 | $0.23 |
 EQNR (Momentum-LS) | Ex-Dividend | Nov 14, 2026 | $0.39 |
 OGN.US (Momentum-LS) | Ex-Dividend | Nov 14, 2026 | $0.02 |
 XOM (Momentum-LS) | Ex-Dividend | Nov 17, 2026 | $1.03 |
 DHT (Momentum-LS) | Ex-Dividend | Nov 17, 2026 | $0.64 |
 PSX (Momentum-LS) | Ex-Dividend | Nov 18, 2026 | $1.27 |
 MPC (Momentum-LS) | Ex-Dividend | Nov 19, 2026 | $1.00 |
 PBR (Momentum-LS) | Ex-Dividend | Nov 25, 2026 | $0.11 |
 XYL (Momentum-LS) | Ex-Dividend | Nov 27, 2026 | $0.43 |
 NKE (Momentum-LS) | Ex-Dividend | Dec 1, 2026 | $0.41 |
 ZTS (Momentum-LS) | Pay Day | Dec 1, 2026 | $0.53 |
 SU (Momentum-LS) | Ex-Dividend | Dec 4, 2026 | $0.44 |
 MRK (Momentum-LS) | Ex-Dividend | Dec 15, 2026 | $0.85 |
 PR (Momentum-LS) | Ex-Dividend | Dec 16, 2026 | $0.16 |
 FRO (Momentum-LS) | Ex-Dividend | Dec 18, 2026 | $1.55 |
NUE (Momentum-LS) | Ex-Dividend | Dec 30, 2026 | $0.56 |
 INTU (Momentum-LS) | Ex-Dividend | Jan 8, 2027 | $1.20 |
 ORCL (Momentum-LS) | Ex-Dividend | Jan 9, 2027 | $0.50 |
 MU (Momentum-LS) | Ex-Dividend | Jan 14, 2027 | $0.15 |
 DELL (Momentum-LS) | Ex-Dividend | Jan 20, 2027 | $0.63 |
ZTS (Momentum-LS) | Ex-Dividend | Jan 30, 2027 | $0.53 |
 VLO (Momentum-LS) | Ex-Dividend | Jan 31, 2027 | $1.20 |
 TME (Momentum-LS) | Ex-Dividend | Apr 2, 2027 | $0.24 |
 BABA (Momentum-LS) | Ex-Dividend | Jun 11, 2027 | $1.05 |
 ASX (Momentum-LS) | Ex-Dividend | Jul 6, 2027 | $0.36 |
Performance Metrics
Score 6.2/10
Beta
1.15
1.15
0
0.8
1.2
0
2
Sharpe Ratio
0.71
0.71
0
0.5
1
1.5
1.5
Sortino Ratio
1.16
1.16
0
1
2
3
3
Jensen's Alpha
5.42
5.42
-2
0
2
6
6
Omega Ratio
1.27
1.27
0
1
1.5
2.5
2.5
Treynor Ratio
1.45
1.45
0
0.75
1.25
2
2
Information Ratio
0.31
0.31
0
0.3
0.6
1
1
Calmar Ratio
1.51
1.51
0
0.3
0.6
2
2
Beta
1.15
1.15
0
0.8
1.2
0
2
Sharpe Ratio
0.71
0.71
0
0.5
1
1.5
1.5
Sortino Ratio
1.16
1.16
0
1
2
3
3
Jensen's Alpha
5.42
5.42
-2
0
2
6
6
Omega Ratio
1.27
1.27
0
1
1.5
2.5
2.5
Treynor Ratio
1.45
1.45
0
0.75
1.25
2
2
Information Ratio
0.31
0.31
0
0.3
0.6
1
1
Calmar Ratio
1.51
1.51
0
0.3
0.6
2
2
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 |
|---|---|---|---|
-14.5% | Jul 2026 | - | 5 |
-6.87% | Mar 2026 | Apr 2026 | 1 |
-0.14% | Nov 2025 | Dec 2025 | 1 |