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+0.2%
This Month
+7.96%
Year To Date
+38.03%
2 Years
+1.19%
5 Years
+8.41%
10 Years
+1.55%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading89.98%
- 🖥️ Technology Services2.76%
- 💻 Electronic Technology2.52%
- 🚚 Transportation1.91%
- 🛍️ Retail Trade1.46%
- 🚗 Consumer Durables1.34%
- 🪙 Cryptocurrencies0.03%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq51.63%
- 🇺🇸 NYSE39.77%
- 🌍 Digital Currency6.1%
- 🇩🇪 FRA1.91%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States75.12%
- 🇨🇳 China6.54%
- 🇹🇼 Taiwan4.87%
- 🇩🇪 Germany1.91%
- 🇮🇱 Israel1.36%
- 🇨🇦 Canada1.13%
- 🇮🇪 Ireland1.01%
- 🇱🇺 Luxembourg0.93%
- 🇬🇧 United Kingdom0.44%
Dividends
Dividend Yield
0.67%
5 out of 14 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $LHA.DE (3.53%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 DividendGrowth | 0.44% | 2.58% | - |
 AI-Revolution | 0.12% | 0.22% | - |
 LHA.DE | 0.07% | 3.53% | $0.3 |
 TSM | 0.02% | 0.92% | $1.74 |
 CyberSecurity | 0.02% | 0.15% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 LMT (DividendGrowth) | Pay Day | Dec 30, 2025 | $3.45 |
TSM | Pay Day | Jan 8, 2026 | $0.84 |
TSM (AI-Revolution) | Pay Day | Jan 8, 2026 | $0.84 |
Performance Metrics
Score 2.6/10
Beta
0.91
0.91
0
0.8
1.2
0
2
Sharpe Ratio
0.04
0.04
0
0.5
1
1.5
1.5
Sortino Ratio
0.06
0.06
0
1
2
3
3
Jensen's Alpha
-10.69
-10.69
-11
0
2
4.5
4.5
Omega Ratio
0.55
0.55
0
1
1.5
2.5
2.5
Treynor Ratio
0.09
0.09
0
0.75
1.25
2
2
Information Ratio
-0.74
-0.74
-1
0.3
0.6
1
1
Calmar Ratio
0.03
0.03
0
0.3
0.6
1
1
Beta
0.91
0.91
0
0.8
1.2
0
2
Sharpe Ratio
0.04
0.04
0
0.5
1
1.5
1.5
Sortino Ratio
0.06
0.06
0
1
2
3
3
Jensen's Alpha
-10.69
-10.69
-11
0
2
4.5
4.5
Omega Ratio
0.55
0.55
0
1
1.5
2.5
2.5
Treynor Ratio
0.09
0.09
0
0.75
1.25
2
2
Information Ratio
-0.74
-0.74
-1
0.3
0.6
1
1
Calmar Ratio
0.03
0.03
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
34.27
High:
NOW
104.6NOWLow:
TTWO
-10.69TTWODetails
PEG Ratio
4.63
High:NOW
364.75NOWLow:
NIO
-136.88NIODetails
Price/Book
8.77
High:NIO
21.9NIOLow:
DMKPQ
-DMKPQDetails
Price/Sales
9.71
High:NOW
14.31NOWLow:DMKPQ
-DMKPQDetails
Price/CF
19.71
High:TTWO
133.26TTWOLow:
LHA.DE
2.14LHA.DEDetails
Price/FCF
89.05
High:TTWO
248.4TTWOLow:
GME
23.19GMEDetails
P/E Ratio
34.27
High:NOW
104.6NOWLow:TTWO
-10.69TTWODetails
PEG Ratio
4.63
High:NOW
364.75NOWLow:NIO
-136.88NIODetails
Price/Book
8.77
High:NIO
21.9NIOLow:DMKPQ
-DMKPQDetails
Price/Sales
9.71
High:NOW
14.31NOWLow:DMKPQ
-DMKPQDetails
Price/CF
19.71
High:TTWO
133.26TTWOLow:LHA.DE
2.14LHA.DEDetails
Price/FCF
89.05
High:TTWO
248.4TTWOLow:GME
23.19GMEDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-48.33% | Feb 2021 | - | 59 |
-7.97% | Sep 2020 | Dec 2020 | 3 |