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+5.57%
This Month
+35.18%
Year To Date
+104.23%
2 Years
+139.89%
5 Years
+139.89%
10 Years
+52.2%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading38.86%
- 💻 Electronic Technology31.78%
- 💰 Finance12.45%
- 🖥️ Technology Services8.49%
- 🛍️ Retail Trade3.9%
- 💵 Cash2.23%
- 💼 Commercial Services1.97%
- 🛠️ Producer Manufacturing0.5%
- 📡 Communications0.28%
- 🚗 Consumer Durables0.22%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq47.27%
- 🇺🇸 NYSE23.08%
- 🇬🇧 LSE18.33%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States58.99%
- 🇬🇧 United Kingdom10.66%
- 🇹🇼 Taiwan3.64%
- 🇨🇦 Canada3.3%
- 🇫🇮 Finland2.15%
- 🇨🇳 China1.53%
- 🇮🇪 Ireland0.29%
- 🇱🇺 Luxembourg0.28%
Dividends
Dividend Yield
0.81%
18 out of 27 instruments pay dividend.
15 dividend payments in the next 30 days.
Highest Dividend: $LGEN.L (8.95%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 LGEN.L | 0.22% | 8.95% | $0.2 |
 DividendGrowth | 0.16% | 2.53% | - |
 MNG.L | 0.09% | 7.65% | $0.2 |
 LLOY.L | 0.06% | 3.89% | $0.03 |
 BARC.L | 0.05% | 2.2% | $0.08 |
 NOK | 0.04% | 1.82% | $0.1 |
 AI-Revolution | 0.03% | 0.2% | - |
 RR.L | 0.03% | 0.94% | - |
 TSM | 0.03% | 0.83% | $1.74 |
 AVGO | 0.02% | 0.67% | $19.7 |
 QCOM | 0.02% | 2.08% | $3.25 |
 VZ | 0.02% | 7.01% | $2.66 |
 MSFT | 0.02% | 0.65% | $3 |
 PSN.L | 0.01% | 4.72% | $0.6 |
 JPM | 0.01% | 1.85% | $4.4 |
 GOOGL | 0% | 0.32% | $0.2 |
 NVDA | 0% | 0.02% | $0.02 |
 GEV | 0% | 0.13% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 GE (AI-Revolution) | Pay Day | Oct 27, 2025 | $0.36 |
 MKC (DividendGrowth) | Pay Day | Oct 27, 2025 | $0.45 |
JPM | Pay Day | Oct 31, 2025 | $1.50 |
 EIX (DividendGrowth) | Pay Day | Oct 31, 2025 | $0.83 |
 TXN.RTH (DividendGrowth) | Ex-Dividend | Oct 31, 2025 | $1.42 |
 CASY (DividendGrowth) | Ex-Dividend | Oct 31, 2025 | $0.57 |
VZ | Pay Day | Nov 3, 2025 | $0.69 |
 LOW (DividendGrowth) | Pay Day | Nov 5, 2025 | $1.20 |
PSN.L | Pay Day | Nov 7, 2025 | $0.27 |
 APD (DividendGrowth) | Pay Day | Nov 10, 2025 | $1.79 |
 TGT.RTH (DividendGrowth) | Ex-Dividend | Nov 12, 2025 | $1.14 |
TXN.RTH (DividendGrowth) | Pay Day | Nov 12, 2025 | $1.42 |
 ACN.RTH (AI-Revolution) | Pay Day | Nov 14, 2025 | $1.63 |
 CL (DividendGrowth) | Pay Day | Nov 14, 2025 | $0.52 |
 GD (DividendGrowth) | Pay Day | Nov 14, 2025 | $1.50 |
CASY (DividendGrowth) | Pay Day | Nov 14, 2025 | $0.57 |
GEV | Pay Day | Nov 17, 2025 | $0.25 |
 PG (DividendGrowth) | Pay Day | Nov 17, 2025 | $1.06 |
 LHX (DividendGrowth) | Ex-Dividend | Nov 17, 2025 | $1.20 |
MSFT | Ex-Dividend | Nov 20, 2025 | $0.91 |
MSFT (AI-Revolution) | Ex-Dividend | Nov 20, 2025 | $0.91 |
MSFT (DividendGrowth) | Ex-Dividend | Nov 20, 2025 | $0.91 |
 JNJ (DividendGrowth) | Ex-Dividend | Nov 25, 2025 | $1.30 |
 SPGI (DividendGrowth) | Ex-Dividend | Nov 25, 2025 | $0.96 |
 LMT (DividendGrowth) | Ex-Dividend | Dec 1, 2025 | $3.45 |
TGT.RTH (DividendGrowth) | Pay Day | Dec 1, 2025 | $1.14 |
LHX (DividendGrowth) | Pay Day | Dec 5, 2025 | $1.20 |
JNJ (DividendGrowth) | Pay Day | Dec 9, 2025 | $1.30 |
SPGI (DividendGrowth) | Pay Day | Dec 10, 2025 | $0.96 |
MSFT | Pay Day | Dec 11, 2025 | $0.91 |
TSM | Ex-Dividend | Dec 11, 2025 | $0.84 |
MSFT (AI-Revolution) | Pay Day | Dec 11, 2025 | $0.91 |
TSM (AI-Revolution) | Ex-Dividend | Dec 11, 2025 | $0.84 |
MSFT (DividendGrowth) | Pay Day | Dec 11, 2025 | $0.91 |
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 9.1/10
Beta
1.09
1.09
0
0.8
1.2
0
2
Sharpe Ratio
1.83
1.83
0
0.5
1
2
2
Sortino Ratio
4.57
4.57
0
1
2
5
5
Jensen's Alpha
10.88
10.88
-2
0
2
11
11
Omega Ratio
3.19
3.19
0
1
1.5
4
4
Treynor Ratio
2.2
2.2
0
0.75
1.25
3
3
Information Ratio
1.42
1.42
0
0.3
0.6
2
2
Calmar Ratio
3.33
3.33
0
0.3
0.6
4
4
Beta
1.09
1.09
0
0.8
1.2
0
2
Sharpe Ratio
1.83
1.83
0
0.5
1
2
2
Sortino Ratio
4.57
4.57
0
1
2
5
5
Jensen's Alpha
10.88
10.88
-2
0
2
11
11
Omega Ratio
3.19
3.19
0
1
1.5
4
4
Treynor Ratio
2.2
2.2
0
0.75
1.25
3
3
Information Ratio
1.42
1.42
0
0.3
0.6
2
2
Calmar Ratio
3.33
3.33
0
0.3
0.6
4
4
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
37.84
High:
INTC
2,753.96INTCLow:
MNG.L
-107.48MNG.LDetails
PEG Ratio
462.26
High:INTC
2,743.61INTCLow:
NTSK
-141.72NTSKDetails
Price/Book
7.28
High:
NVDA
45.29NVDALow:NTSK
-5.16NTSKDetails
Price/Sales
7.87
High:
AVGO
28.72AVGOLow:
HOVR
-HOVRDetails
Price/CF
28.38
High:
PSN.L
391.34PSN.LLow:
BARC.L
3.52BARC.LDetails
Price/FCF
71.77
High:PSN.L
260.93PSN.LLow:MNG.L
11.88MNG.LDetails
P/E Ratio
37.84
High:INTC
2,753.96INTCLow:MNG.L
-107.48MNG.LDetails
PEG Ratio
462.26
High:INTC
2,743.61INTCLow:NTSK
-141.72NTSKDetails
Price/Book
7.28
High:NVDA
45.29NVDALow:NTSK
-5.16NTSKDetails
Price/Sales
7.87
High:AVGO
28.72AVGOLow:HOVR
-HOVRDetails
Price/CF
28.38
High:PSN.L
391.34PSN.LLow:BARC.L
3.52BARC.LDetails
Price/FCF
71.77
High:PSN.L
260.93PSN.LLow:MNG.L
11.88MNG.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-11.23% | Aug 2023 | Dec 2023 | 4 |
-4.38% | Feb 2025 | May 2025 | 3 |
-3.75% | Apr 2024 | May 2024 | 1 |
-1.27% | Apr 2023 | May 2023 | 1 |
-1.15% | Jul 2024 | Aug 2024 | 1 |
-1.09% | Oct 2024 | Nov 2024 | 1 |