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+0.24%
Today
+2.34%
This Month
+1.66%
Year To Date
+59.37%
2 Years
+67.07%
5 Years
+17.08%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading93.3%
- 💵 Cash0.39%
- 🛠️ Producer Manufacturing0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq61.03%
- 🇺🇸 NYSE10.55%
- 🌍 Digital Currency8.63%
- 🇭🇰 Hong Kong Exchanges4.68%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States57.66%
- 🇨🇦 Canada10.66%
- 🇨🇳 China7.49%
Dividends
Dividend Yield
0.32%
3 out of 3 instruments pay dividend.
6 dividend payments in the next 30 days.
Highest Dividend: SparkLiang (0.44%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 SparkLiang | 0.29% | 0.44% | - |
 StasMatus | 0.03% | 0.1% | - |
 VLTO | 0% | -0.43% | $-0.27 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 META (SparkLiang) | Pay Day | Jun 26, 2025 | $0.52 |
META (StasMatus) | Pay Day | Jun 26, 2025 | $0.52 |
VLTO | Ex-Dividend | Jun 30, 2025 | -$0.11 |
 9988.HK (SparkLiang) | Pay Day | Jul 3, 2025 | $0.25 |
 NVDA (StasMatus) | Pay Day | Jul 3, 2025 | $0.01 |
 BABA (SparkLiang) | Pay Day | Jul 10, 2025 | $1.05 |
 DIS (SparkLiang) | Pay Day | Jul 23, 2025 | $0.50 |
VLTO | Pay Day | Jul 31, 2025 | -$0.11 |
 MSFT (StasMatus) | Ex-Dividend | Aug 21, 2025 | $0.83 |
MSFT (StasMatus) | Pay Day | Sep 11, 2025 | $0.83 |
Performance Metrics
Score 6.3/10
Beta
0.96
0.96
0
0.8
1.2
0
2
Sharpe Ratio
0.74
0.74
0
0.5
1
1.5
1.5
Sortino Ratio
1.28
1.28
0
1
2
3
3
Jensen's Alpha
3.52
3.52
-2
0
2
4.5
4.5
Omega Ratio
1.18
1.18
0
1
1.5
2.5
2.5
Treynor Ratio
1.34
1.34
0
0.75
1.25
2
2
Information Ratio
0.23
0.23
0
0.3
0.6
1
1
Calmar Ratio
0.4
0.4
0
0.3
0.6
1
1
Beta
0.96
0.96
0
0.8
1.2
0
2
Sharpe Ratio
0.74
0.74
0
0.5
1
1.5
1.5
Sortino Ratio
1.28
1.28
0
1
2
3
3
Jensen's Alpha
3.52
3.52
-2
0
2
4.5
4.5
Omega Ratio
1.18
1.18
0
1
1.5
2.5
2.5
Treynor Ratio
1.34
1.34
0
0.75
1.25
2
2
Information Ratio
0.23
0.23
0
0.3
0.6
1
1
Calmar Ratio
0.4
0.4
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
28.15
High:
VLTO
28.15VLTOLow:VLTO
28.15VLTODetails
PEG Ratio
311.88
High:VLTO
311.88VLTOLow:VLTO
311.88VLTODetails
Price/Book
10.6
High:VLTO
10.6VLTOLow:VLTO
10.6VLTODetails
Price/Sales
4.66
High:VLTO
4.66VLTOLow:VLTO
4.66VLTODetails
Price/CF
24.22
High:VLTO
24.22VLTOLow:VLTO
24.22VLTODetails
Price/FCF
29
High:VLTO
29VLTOLow:VLTO
29VLTODetails
P/E Ratio
28.15
High:VLTO
28.15VLTOLow:VLTO
28.15VLTODetails
PEG Ratio
311.88
High:VLTO
311.88VLTOLow:VLTO
311.88VLTODetails
Price/Book
10.6
High:VLTO
10.6VLTOLow:VLTO
10.6VLTODetails
Price/Sales
4.66
High:VLTO
4.66VLTOLow:VLTO
4.66VLTODetails
Price/CF
24.22
High:VLTO
24.22VLTOLow:VLTO
24.22VLTODetails
Price/FCF
29
High:VLTO
29VLTOLow:VLTO
29VLTODetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-42.22% | Jul 2021 | Aug 2024 | 37 |
-14.48% | Feb 2025 | - | 5 |
-7.54% | May 2019 | Jun 2019 | 1 |
-6.42% | Sep 2020 | Dec 2020 | 3 |
-3.59% | Sep 2019 | Oct 2019 | 1 |
-2.48% | Mar 2020 | Apr 2020 | 1 |
-2.37% | Mar 2021 | Apr 2021 | 1 |
-1.83% | May 2021 | Jun 2021 | 1 |
-1.7% | Jan 2021 | Feb 2021 | 1 |
-0.53% | Dec 2024 | Jan 2025 | 1 |
-0.08% | Oct 2024 | Nov 2024 | 1 |