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+4.39%
This Month
-1.61%
Year To Date
+53.72%
2 Years
+133.76%
5 Years
+133.76%
10 Years
+38.92%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading54.99%
- 🖥️ Technology Services18.28%
- 💵 Cash10.49%
- 💰 Finance8.52%
- 💻 Electronic Technology8.33%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq47.06%
- 🇺🇸 NYSE18.34%
- 🇬🇧 LSE15.32%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States59.72%
- 🇬🇧 United Kingdom7.44%
- 🇨🇦 Canada2.1%
- 🇨🇳 China1.39%
- 🇹🇼 Taiwan1.19%
- 🇳🇱 Netherlands0.65%
- 🇮🇪 Ireland0.14%
Dividends
Dividend Yield
0.76%
8 out of 13 instruments pay dividend.
19 dividend payments in the next 30 days.
Highest Dividend: $LGEN.L (8.38%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 LGEN.L | 0.23% | 8.38% | $0.2 |
 DividendGrowth | 0.15% | 2.26% | - |
 MSFT | 0.14% | 0.95% | $3 |
 MNG.L | 0.09% | 6.97% | $0.2 |
 AI-Revolution | 0.06% | 0.38% | - |
 BigTech | 0.04% | 0.27% | - |
 RR.L | 0.02% | 0.75% | - |
 AVGO | 0.02% | 0.72% | $19.7 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 ELS (DividendGrowth) | Pay Day | Apr 10, 2026 | $0.54 |
 MRVL (AI-Revolution) | Ex-Dividend | Apr 10, 2026 | $0.06 |
MRVL (BigTech) | Ex-Dividend | Apr 10, 2026 | $0.06 |
 BBY (DividendGrowth) | Pay Day | Apr 14, 2026 | $0.96 |
 CAH (DividendGrowth) | Pay Day | Apr 15, 2026 | $0.51 |
 RSG (DividendGrowth) | Pay Day | Apr 15, 2026 | $0.63 |
 MU (AI-Revolution) | Pay Day | Apr 15, 2026 | $0.15 |
MU (BigTech) | Pay Day | Apr 15, 2026 | $0.15 |
 RGLD (DividendGrowth) | Pay Day | Apr 16, 2026 | $0.47 |
 XEL (DividendGrowth) | Pay Day | Apr 20, 2026 | $0.59 |
 MKC (DividendGrowth) | Ex-Dividend | Apr 20, 2026 | $0.48 |
 LOW (DividendGrowth) | Ex-Dividend | Apr 22, 2026 | $1.20 |
 ROP (DividendGrowth) | Pay Day | Apr 22, 2026 | $0.91 |
RR.L | Ex-Dividend | Apr 23, 2026 | $0.07 |
 CRM (AI-Revolution) | Pay Day | Apr 23, 2026 | $0.44 |
CRM (BigTech) | Pay Day | Apr 23, 2026 | $0.44 |
 ORCL (AI-Revolution) | Pay Day | Apr 24, 2026 | $0.50 |
ORCL (BigTech) | Pay Day | Apr 24, 2026 | $0.50 |
MKC (DividendGrowth) | Pay Day | Apr 27, 2026 | $0.48 |
MNG.L | Pay Day | Apr 30, 2026 | $0.18 |
MRVL (AI-Revolution) | Pay Day | Apr 30, 2026 | $0.06 |
MRVL (BigTech) | Pay Day | Apr 30, 2026 | $0.06 |
 BMY (DividendGrowth) | Pay Day | May 1, 2026 | $0.63 |
 CASY (DividendGrowth) | Ex-Dividend | May 1, 2026 | $0.57 |
LOW (DividendGrowth) | Pay Day | May 6, 2026 | $1.20 |
 TGT (DividendGrowth) | Ex-Dividend | May 13, 2026 | $1.14 |
 ACN (DividendGrowth) | Pay Day | May 15, 2026 | $1.63 |
 KR (DividendGrowth) | Ex-Dividend | May 15, 2026 | $0.35 |
CASY (DividendGrowth) | Pay Day | May 15, 2026 | $0.57 |
MSFT | Ex-Dividend | May 21, 2026 | $0.91 |
MSFT (DividendGrowth) | Ex-Dividend | May 21, 2026 | $0.91 |
MSFT (AI-Revolution) | Ex-Dividend | May 21, 2026 | $0.91 |
 AMAT (AI-Revolution) | Ex-Dividend | May 21, 2026 | $0.53 |
MSFT (BigTech) | Ex-Dividend | May 21, 2026 | $0.91 |
AMAT (BigTech) | Ex-Dividend | May 21, 2026 | $0.53 |
TGT (DividendGrowth) | Pay Day | Jun 1, 2026 | $1.14 |
KR (DividendGrowth) | Pay Day | Jun 1, 2026 | $0.35 |
RR.L | Pay Day | Jun 3, 2026 | $0.07 |
MSFT | Pay Day | Jun 11, 2026 | $0.91 |
MSFT (DividendGrowth) | Pay Day | Jun 11, 2026 | $0.91 |
MSFT (AI-Revolution) | Pay Day | Jun 11, 2026 | $0.91 |
AMAT (AI-Revolution) | Pay Day | Jun 11, 2026 | $0.53 |
 TSM (AI-Revolution) | Ex-Dividend | Jun 11, 2026 | $0.95 |
MSFT (BigTech) | Pay Day | Jun 11, 2026 | $0.91 |
AMAT (BigTech) | Pay Day | Jun 11, 2026 | $0.53 |
TSM (BigTech) | Ex-Dividend | Jun 11, 2026 | $0.95 |
TSM (AI-Revolution) | Pay Day | Jul 9, 2026 | $0.95 |
TSM (BigTech) | Pay Day | Jul 9, 2026 | $0.95 |
Performance Metrics
Score 9/10
Beta
1.12
1.12
0
0.8
1.2
0
2
Sharpe Ratio
1.65
1.65
0
0.5
1
2
2
Sortino Ratio
4.16
4.16
0
1
2
5
5
Jensen's Alpha
8.48
8.48
-2
0
2
9
9
Omega Ratio
2.58
2.58
0
1
1.5
3
3
Treynor Ratio
1.88
1.88
0
0.75
1.25
2
2
Information Ratio
1.19
1.19
0
0.3
0.6
2
2
Calmar Ratio
2.93
2.93
0
0.3
0.6
3
3
Beta
1.12
1.12
0
0.8
1.2
0
2
Sharpe Ratio
1.65
1.65
0
0.5
1
2
2
Sortino Ratio
4.16
4.16
0
1
2
5
5
Jensen's Alpha
8.48
8.48
-2
0
2
9
9
Omega Ratio
2.58
2.58
0
1
1.5
3
3
Treynor Ratio
1.88
1.88
0
0.75
1.25
2
2
Information Ratio
1.19
1.19
0
0.3
0.6
2
2
Calmar Ratio
2.93
2.93
0
0.3
0.6
3
3
Portfolio Valuation
Based on current positions
P/E Ratio
23.95
High:AVGO
68.4AVGOLow:
ZETA
-104.31ZETADetails
PEG Ratio
40.97
High:MSFT
81.9MSFTLow:ZETA
-164.18ZETADetails
Price/Book
5.59
High:RR.L
39.59RR.LLow:
BRK.B
1.44BRK.BDetails
Price/Sales
7.74
High:AVGO
25.1AVGOLow:
HOVR
-HOVRDetails
Price/CF
23.92
High:
NTSK
153.89NTSKLow:LGEN.L
3.46LGEN.LDetails
Price/FCF
65.9
High:NTSK
386.67NTSKLow:LGEN.L
4.84LGEN.LDetails
P/E Ratio
23.95
High:AVGO
68.4AVGOLow:ZETA
-104.31ZETADetails
PEG Ratio
40.97
High:MSFT
81.9MSFTLow:ZETA
-164.18ZETADetails
Price/Book
5.59
High:RR.L
39.59RR.LLow:BRK.B
1.44BRK.BDetails
Price/Sales
7.74
High:AVGO
25.1AVGOLow:HOVR
-HOVRDetails
Price/CF
23.92
High:NTSK
153.89NTSKLow:LGEN.L
3.46LGEN.LDetails
Price/FCF
65.9
High:NTSK
386.67NTSKLow:LGEN.L
4.84LGEN.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-11.23% | Aug 2023 | Dec 2023 | 4 |
-8.38% | Nov 2025 | - | 6 |
-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 |