Loading...
+1.09%
This Month
+51.3%
Year To Date
+110.98%
2 Years
+162.1%
5 Years
+162.1%
10 Years
+41.96%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services30.75%
- 💻 Electronic Technology23.68%
- 💇♀️ Consumer Services10.28%
- 💰 Finance9.1%
- 👥 Copy Trading5.33%
- 🛠️ Producer Manufacturing4.5%
- 🛍️ Retail Trade3.54%
- 💵 Cash3.31%
- 🚗 Consumer Durables2.68%
- 💼 Commercial Services2.01%
- 🚚 Transportation1.62%
- 🧬 Health Technology1.52%
- ⚡ Utilities1.31%
- 🍞 Consumer Non Durables1.03%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq57.25%
- 🇺🇸 NYSE40.1%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States89.66%
- 🇹🇼 Taiwan3.33%
- 🇮🇹 Italy2.68%
- 🇦🇺 Australia1.63%
- 🇮🇱 Israel0.06%
Dividends
Dividend Yield
0.53%
21 out of 33 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $BEPC (4.84%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 CCL | 0.08% | 1.97% | - |
 BEPC | 0.06% | 4.84% | - |
 META | 0.06% | 0.32% | $1 |
 RCL | 0.05% | 1.92% | - |
 PEP | 0.04% | 4.21% | $5.15 |
 V | 0.04% | 0.7% | $2.01 |
 BKNG | 0.03% | 0.93% | $17.5 |
 ABBV | 0.03% | 2.73% | $6.06 |
 RACE | 0.03% | 1.04% | $2.64 |
 TSM | 0.02% | 0.69% | $1.74 |
 AMAT | 0.02% | 0.43% | $1.44 |
 DAL | 0.02% | 0.99% | $0.3 |
 MA | 0.01% | 0.59% | $2.46 |
 kiransankpal | 0.01% | 0.14% | - |
 GOOGL | 0.01% | 0.26% | $0.2 |
 NVDA | 0.01% | 0.13% | $0.02 |
 AVGO | 0% | 0.7% | $19.7 |
 ORCL | 0% | 1.24% | $1.6 |
 MU | 0% | 0.05% | $0.46 |
 GOOG | 0% | 0.26% | $0.2 |
 MRVL | 0% | 0.1% | $0.24 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 8.7/10
Beta
1.47
1.47
0
0.8
1.2
0
2
Sharpe Ratio
1.51
1.51
0
0.5
1
2
2
Sortino Ratio
3.63
3.63
0
1
2
4
4
Jensen's Alpha
13.89
13.89
-2
0
2
14
14
Omega Ratio
2.74
2.74
0
1
1.5
3
3
Treynor Ratio
1.95
1.95
0
0.75
1.25
2
2
Information Ratio
1.27
1.27
0
0.3
0.6
2
2
Calmar Ratio
2.93
2.93
0
0.3
0.6
3
3
Beta
1.47
1.47
0
0.8
1.2
0
2
Sharpe Ratio
1.51
1.51
0
0.5
1
2
2
Sortino Ratio
3.63
3.63
0
1
2
4
4
Jensen's Alpha
13.89
13.89
-2
0
2
14
14
Omega Ratio
2.74
2.74
0
1
1.5
3
3
Treynor Ratio
1.95
1.95
0
0.75
1.25
2
2
Information Ratio
1.27
1.27
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
28.75
High:
AMD
183.1AMDLow:
CRWD
-3,974.1CRWDDetails
PEG Ratio
151.61
High:
NOW
471.47NOWLow:CRWD
-5,401.66CRWDDetails
Price/Book
9.73
High:MA
69.54MALow:ABBV
-74.71ABBVDetails
Price/Sales
9.29
High:
IONQ
85.03IONQLow:
ELVN
-ELVNDetails
Price/CF
18.83
High:MRVL
71.65MRVLLow:CCL
5.76CCLDetails
Price/FCF
46.12
High:ORCL
348.36ORCLLow:CCL
14.13CCLDetails
P/E Ratio
28.75
High:AMD
183.1AMDLow:CRWD
-3,974.1CRWDDetails
PEG Ratio
151.61
High:NOW
471.47NOWLow:CRWD
-5,401.66CRWDDetails
Price/Book
9.73
High:MA
69.54MALow:ABBV
-74.71ABBVDetails
Price/Sales
9.29
High:IONQ
85.03IONQLow:ELVN
-ELVNDetails
Price/CF
18.83
High:MRVL
71.65MRVLLow:CCL
5.76CCLDetails
Price/FCF
46.12
High:ORCL
348.36ORCLLow:CCL
14.13CCLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-14.63% | Feb 2025 | Jun 2025 | 4 |
-8.6% | Jul 2024 | Nov 2024 | 4 |
-5.6% | Jul 2026 | - | 3 |
-5.16% | Feb 2026 | Apr 2026 | 2 |
-1.03% | Apr 2024 | May 2024 | 1 |
-0.04% | Jul 2025 | Aug 2025 | 1 |