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-16.56%
This Month
-42.47%
Year To Date
-21.1%
2 Years
-46.11%
5 Years
-50.35%
10 Years
-11.95%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash37.01%
- 💻 Electronic Technology14.94%
- 👥 Copy Trading5.03%
- 📈 Indexes4.72%
- ❓ Other3.38%
- 🌾 Commodities2.77%
- 🖥️ Technology Services2.73%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq11.17%
- 🇺🇸 NYSE10.94%
- 🌍 CFD4.72%
- Regular Trading Hours - RTH3.38%
- 🌍 Commodity2.77%
- 🇬🇧 LSE0.54%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States20.89%
- 🇬🇧 United Kingdom0.77%
- 🇧🇲 Bermuda0.54%
- 🇨🇾 Cyprus0.31%
- 🇮🇱 Israel0.15%
Dividends
Dividend Yield
0.15%
2 out of 9 instruments pay dividend.
5 dividend payments in the next 30 days.
Highest Dividend: KeshavLohiya (2.85%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 KeshavLohiya | 0.14% | 2.85% | - |
 MU | 0% | 0.05% | $0.46 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 LYB (KeshavLohiya) | Pay Day | Jun 8, 2026 | $0.69 |
 OXY (KeshavLohiya) | Ex-Dividend | Jun 10, 2026 | $0.26 |
 MSFT (KeshavLohiya) | Pay Day | Jun 11, 2026 | $0.91 |
 FRO (KeshavLohiya) | Ex-Dividend | Jun 12, 2026 | $1.55 |
 META (KeshavLohiya) | Ex-Dividend | Jun 15, 2026 | $0.53 |
FRO (KeshavLohiya) | Pay Day | Jun 23, 2026 | $1.55 |
META (KeshavLohiya) | Pay Day | Jun 25, 2026 | $0.53 |
 PYPL (KeshavLohiya) | Pay Day | Jun 25, 2026 | $0.14 |
OXY (KeshavLohiya) | Pay Day | Jul 15, 2026 | $0.26 |
Performance Metrics
Score 2.4/10
Beta
1.12
1.12
0
0.8
1.2
0
2
Sharpe Ratio
-0.23
-0.23
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.28
-0.28
-1
1
2
3
3
Jensen's Alpha
-18.02
-18.02
-19
0
2
4.5
4.5
Omega Ratio
0.56
0.56
0
1
1.5
2.5
2.5
Treynor Ratio
-0.57
-0.57
-1
0.75
1.25
2
2
Information Ratio
-0.64
-0.64
-1
0.3
0.6
1
1
Calmar Ratio
-0.19
-0.19
-1
0.3
0.6
1
1
Beta
1.12
1.12
0
0.8
1.2
0
2
Sharpe Ratio
-0.23
-0.23
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.28
-0.28
-1
1
2
3
3
Jensen's Alpha
-18.02
-18.02
-19
0
2
4.5
4.5
Omega Ratio
0.56
0.56
0
1
1.5
2.5
2.5
Treynor Ratio
-0.57
-0.57
-1
0.75
1.25
2
2
Information Ratio
-0.64
-0.64
-1
0.3
0.6
1
1
Calmar Ratio
-0.19
-0.19
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
52.47
High:MU
47.02MULow:
RKLB
-363.15RKLBDetails
PEG Ratio
-602.66
High:MU
11.46MULow:RKLB
-1,817.07RKLBDetails
Price/Book
16.03
High:
SNOW
43.63SNOWLow:
INFQ
6.27INFQDetails
Price/Sales
20.05
High:INFQ
211.7INFQLow:SNOW
16.76SNOWDetails
Price/CF
15.78
High:SNOW
38.11SNOWLow:MU
15.48MUDetails
Price/FCF
48.33
High:MU
48.65MULow:SNOW
40.3SNOWDetails
P/E Ratio
52.47
High:MU
47.02MULow:RKLB
-363.15RKLBDetails
PEG Ratio
-602.66
High:MU
11.46MULow:RKLB
-1,817.07RKLBDetails
Price/Book
16.03
High:SNOW
43.63SNOWLow:INFQ
6.27INFQDetails
Price/Sales
20.05
High:INFQ
211.7INFQLow:SNOW
16.76SNOWDetails
Price/CF
15.78
High:SNOW
38.11SNOWLow:MU
15.48MUDetails
Price/FCF
48.33
High:MU
48.65MULow:SNOW
40.3SNOWDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-55.92% | Feb 2021 | - | 65 |