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+9.83%
This Month
+43.57%
Year To Date
+42.07%
2 Years
+42.07%
5 Years
+42.07%
10 Years
+42.07%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading97.97%
- 🪙 Cryptocurrencies2.03%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq51.55%
- 🇺🇸 NYSE45.89%
- 🌍 Digital Currency2.03%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States78.38%
- 🇮🇪 Ireland3.4%
- 🇨🇾 Cyprus3.24%
- 🇨🇱 Chile2.53%
- 🇧🇷 Brazil2.43%
- 🇹🇼 Taiwan1.71%
- 🇫🇮 Finland1.49%
- 🇨🇦 Canada1.07%
- 🇸🇬 Singapore0.95%
- 🇩🇰 Denmark0.9%
- 🇮🇱 Israel0.68%
- 🇨🇳 China0.65%
Dividends
Dividend Yield
0.33%
1 out of 2 instruments pay dividend.
6 dividend payments in the next 30 days.
Highest Dividend: Momentum-LS (0.34%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 Momentum-LS | 0.33% | 0.34% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 STX.US (Momentum-LS) | Ex-Dividend | Jun 24, 2026 | $0.74 |
 PYPL (Momentum-LS) | Pay Day | Jun 25, 2026 | $0.14 |
 GLW (Momentum-LS) | Pay Day | Jun 29, 2026 | $0.28 |
STX.US (Momentum-LS) | Pay Day | Jul 7, 2026 | $0.74 |
 LRCX (Momentum-LS) | Pay Day | Jul 8, 2026 | $0.26 |
 INTU (Momentum-LS) | Ex-Dividend | Jul 9, 2026 | $1.20 |
 GEV (Momentum-LS) | Pay Day | Jul 14, 2026 | $0.50 |
INTU (Momentum-LS) | Pay Day | Jul 17, 2026 | $1.20 |
 ZTS (Momentum-LS) | Ex-Dividend | Jul 20, 2026 | $0.53 |
ZTS (Momentum-LS) | Pay Day | Sep 1, 2026 | $0.53 |
Performance Metrics
Score 8.5/10
Beta
1.23
1.23
0
0.8
1.2
0
2
Sharpe Ratio
1.47
1.47
0
0.5
1
2
2
Sortino Ratio
4.08
4.08
0
1
2
5
5
Jensen's Alpha
26.4
26.4
-2
0
2
27
27
Omega Ratio
3.05
3.05
0
1
1.5
4
4
Treynor Ratio
2.68
2.68
0
0.75
1.25
3
3
Information Ratio
1.49
1.49
0
0.3
0.6
2
2
Calmar Ratio
7.04
7.04
0
0.3
0.6
8
8
Beta
1.23
1.23
0
0.8
1.2
0
2
Sharpe Ratio
1.47
1.47
0
0.5
1
2
2
Sortino Ratio
4.08
4.08
0
1
2
5
5
Jensen's Alpha
26.4
26.4
-2
0
2
27
27
Omega Ratio
3.05
3.05
0
1
1.5
4
4
Treynor Ratio
2.68
2.68
0
0.75
1.25
3
3
Information Ratio
1.49
1.49
0
0.3
0.6
2
2
Calmar Ratio
7.04
7.04
0
0.3
0.6
8
8
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 |