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+1.93%
This Month
+12.68%
Year To Date
+62.47%
2 Years
+25.05%
5 Years
+25.05%
10 Years
+5.4%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🧬 Health Technology22.91%
- 💵 Cash21.88%
- 👥 Copy Trading21.81%
- 💻 Electronic Technology12.35%
- 🖥️ Technology Services9.35%
- 🪙 Cryptocurrencies8.04%
- 🛍️ Retail Trade4.54%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq42.83%
- 🇩🇰 Copenhagen Stock Exchange20.27%
- 🌍 Digital Currency8.04%
- 🇺🇸 NYSE7.75%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States44.51%
- 🇩🇰 Denmark20.27%
- 🇹🇼 Taiwan3.21%
- 🇨🇳 China1.5%
- 🇮🇪 Ireland0.49%
- 🇳🇱 Netherlands0.47%
- 🇬🇧 United Kingdom0.28%
- 🇱🇺 Luxembourg0.13%
Dividends
Dividend Yield
0.89%
7 out of 13 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $NOVO-B.CO (3.63%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 TSM | Pay Day | Jan 8, 2026 | $0.84 |
TSM (BigTech) | Pay Day | Jan 8, 2026 | $0.84 |
TSM (AI-Revolution) | Pay Day | Jan 8, 2026 | $0.84 |
Performance Metrics
Score 3.1/10
Beta
0.86
0.86
0
0.8
1.2
0
2
Sharpe Ratio
0.17
0.17
0
0.5
1
1.5
1.5
Sortino Ratio
0.24
0.24
0
1
2
3
3
Jensen's Alpha
-4.73
-4.73
-5
0
2
4.5
4.5
Omega Ratio
0.81
0.81
0
1
1.5
2.5
2.5
Treynor Ratio
0.42
0.42
0
0.75
1.25
2
2
Information Ratio
-0.29
-0.29
-1
0.3
0.6
1
1
Calmar Ratio
0.09
0.09
0
0.3
0.6
1
1
Beta
0.86
0.86
0
0.8
1.2
0
2
Sharpe Ratio
0.17
0.17
0
0.5
1
1.5
1.5
Sortino Ratio
0.24
0.24
0
1
2
3
3
Jensen's Alpha
-4.73
-4.73
-5
0
2
4.5
4.5
Omega Ratio
0.81
0.81
0
1
1.5
2.5
2.5
Treynor Ratio
0.42
0.42
0
0.75
1.25
2
2
Information Ratio
-0.29
-0.29
-1
0.3
0.6
1
1
Calmar Ratio
0.09
0.09
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
30.55
High:
AVGO
75.64AVGOLow:
RKLB
-158.6RKLBDetails
PEG Ratio
126.89
High:
MSFT
214.2MSFTLow:AVGO
26.46AVGODetails
Price/Book
9.16
High:RKLB
23.82RKLBLow:
EYPT
5.56EYPTDetails
Price/Sales
7.62
High:RKLB
58.63RKLBLow:
AMZN
3.55AMZNDetails
Price/CF
21.61
High:EYPT
519.74EYPTLow:
NOVO-B.CO
12.38NOVO-B.CODetails
Price/FCF
79.31
High:AMZN
225.5AMZNLow:EYPT
33.26EYPTDetails
P/E Ratio
30.55
High:AVGO
75.64AVGOLow:RKLB
-158.6RKLBDetails
PEG Ratio
126.89
High:MSFT
214.2MSFTLow:AVGO
26.46AVGODetails
Price/Book
9.16
High:RKLB
23.82RKLBLow:EYPT
5.56EYPTDetails
Price/Sales
7.62
High:RKLB
58.63RKLBLow:AMZN
3.55AMZNDetails
Price/CF
21.61
High:EYPT
519.74EYPTLow:NOVO-B.CO
12.38NOVO-B.CODetails
Price/FCF
79.31
High:AMZN
225.5AMZNLow:EYPT
33.26EYPTDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-47.52% | May 2021 | May 2024 | 36 |
-20.65% | Feb 2025 | Jul 2025 | 5 |
-8.47% | Oct 2025 | - | 3 |
-7.51% | Jul 2024 | Nov 2024 | 4 |
-1.19% | Dec 2024 | Jan 2025 | 1 |