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-0.69%
Today
+0.4%
This Month
-6.72%
Year To Date
+659.92%
2 Years
+781%
5 Years
+81.02%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading96.13%
- 🖥️ Technology Services3.91%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency46.35%
- 🇺🇸 Nasdaq41.21%
- 🇺🇸 NYSE11.97%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States45.03%
- 🇨🇳 China2.5%
- 🇮🇪 Ireland1.56%
- 🇹🇼 Taiwan1.47%
- 🇳🇱 Netherlands1.39%
- 🇬🇧 United Kingdom1.23%
Dividends
Dividend Yield
0.21%
2 out of 3 instruments pay dividend.
5 dividend payments in the next 30 days.
Highest Dividend: $MSFT (0.71%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 QCOM (BigTech) | Ex-Dividend | Jun 5, 2025 | $0.89 |
 GOOGL (BigTech) | Ex-Dividend | Jun 9, 2025 | $0.21 |
 MSFT | Pay Day | Jun 12, 2025 | $0.83 |
MSFT (BigTech) | Pay Day | Jun 12, 2025 | $0.83 |
 BABA (BigTech) | Ex-Dividend | Jun 12, 2025 | $0.95 |
 AMAT (BigTech) | Pay Day | Jun 12, 2025 | $0.46 |
 TSM (BigTech) | Ex-Dividend | Jun 12, 2025 | $0.68 |
GOOGL (BigTech) | Pay Day | Jun 16, 2025 | $0.21 |
QCOM (BigTech) | Pay Day | Jun 26, 2025 | $0.89 |
BABA (BigTech) | Pay Day | Jul 10, 2025 | $0.95 |
TSM (BigTech) | Pay Day | Jul 10, 2025 | $0.68 |
Performance Metrics
Score 8/10
Beta
2.21
2.21
0
0.8
1.2
0
3
Sharpe Ratio
0.81
0.81
0
0.5
1
1.5
1.5
Sortino Ratio
3.62
3.62
0
1
2
4
4
Jensen's Alpha
124.44
124.44
-2
0
2
125
125
Omega Ratio
3.15
3.15
0
1
1.5
4
4
Treynor Ratio
3.51
3.51
0
0.75
1.25
4
4
Information Ratio
0.8
0.8
0
0.3
0.6
1
1
Calmar Ratio
1.83
1.83
0
0.3
0.6
2
2
Beta
2.21
2.21
0
0.8
1.2
0
3
Sharpe Ratio
0.81
0.81
0
0.5
1
1.5
1.5
Sortino Ratio
3.62
3.62
0
1
2
4
4
Jensen's Alpha
124.44
124.44
-2
0
2
125
125
Omega Ratio
3.15
3.15
0
1
1.5
4
4
Treynor Ratio
3.51
3.51
0
0.75
1.25
4
4
Information Ratio
0.8
0.8
0
0.3
0.6
1
1
Calmar Ratio
1.83
1.83
0
0.3
0.6
2
2
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
35.6
High:
MSFT
35.6MSFTLow:MSFT
35.6MSFTDetails
PEG Ratio
294.32
High:MSFT
294.32MSFTLow:MSFT
294.32MSFTDetails
Price/Book
10.64
High:MSFT
10.64MSFTLow:MSFT
10.64MSFTDetails
Price/Sales
12.66
High:MSFT
12.66MSFTLow:MSFT
12.66MSFTDetails
Price/CF
21.43
High:MSFT
21.43MSFTLow:MSFT
21.43MSFTDetails
Price/FCF
61.05
High:MSFT
61.05MSFTLow:MSFT
61.05MSFTDetails
P/E Ratio
35.6
High:MSFT
35.6MSFTLow:MSFT
35.6MSFTDetails
PEG Ratio
294.32
High:MSFT
294.32MSFTLow:MSFT
294.32MSFTDetails
Price/Book
10.64
High:MSFT
10.64MSFTLow:MSFT
10.64MSFTDetails
Price/Sales
12.66
High:MSFT
12.66MSFTLow:MSFT
12.66MSFTDetails
Price/CF
21.43
High:MSFT
21.43MSFTLow:MSFT
21.43MSFTDetails
Price/FCF
61.05
High:MSFT
61.05MSFTLow:MSFT
61.05MSFTDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-41.63% | Sep 2021 | Apr 2023 | 19 |
-40.53% | Sep 2023 | Nov 2023 | 2 |
-13.97% | Mar 2024 | Apr 2024 | 1 |
-12.82% | Dec 2024 | - | 6 |
-1.46% | Jul 2024 | Sep 2024 | 2 |