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-4.44%
This Month
-4.74%
Year To Date
+31.18%
2 Years
+32.78%
5 Years
+255.76%
10 Years
+4.66%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🧬 Health Technology35.55%
- 💻 Electronic Technology28.04%
- 📊 ETFs11.87%
- 💰 Finance8.59%
- 🖥️ Technology Services6.13%
- 💵 Cash5.54%
- 👥 Copy Trading3.61%
- 📈 Indexes1.94%
- 🚚 Transportation1.52%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq71.88%
- 🇺🇸 NYSE21.67%
- 🌍 CFD1.94%
- 🇬🇧 LSE1.68%
- 🇳🇱 Euronext Amsterdam0.07%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States81.19%
- 🇬🇧 United Kingdom1.65%
- 🇰🇷 South Korea0.16%
- 🇮🇱 Israel0.14%
- 🇭🇰 Hong Kong0.13%
- 🇹🇼 Taiwan0.08%
- 🇳🇱 Netherlands0.07%
Dividends
Dividend Yield
0.51%
7 out of 16 instruments pay dividend.
10 dividend payments in the next 30 days.
Highest Dividend: $BX (4.32%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 MSFT | Pay Day | Jun 11, 2026 | $0.91 |
 RTX | Pay Day | Jun 11, 2026 | $0.73 |
 AMAT (Chip-Tech) | Pay Day | Jun 11, 2026 | $0.53 |
 TSM (Chip-Tech) | Ex-Dividend | Jun 11, 2026 | $0.95 |
 TER (Chip-Tech) | Pay Day | Jun 12, 2026 | $0.13 |
 SWKS (Chip-Tech) | Pay Day | Jun 16, 2026 | $0.71 |
 ADI.US (Chip-Tech) | Pay Day | Jun 16, 2026 | $1.10 |
 LRCX (Chip-Tech) | Ex-Dividend | Jun 17, 2026 | $0.26 |
 AMKR | Pay Day | Jun 23, 2026 | $0.08 |
 QCOM (Chip-Tech) | Pay Day | Jun 25, 2026 | $0.92 |
 NVDA | Pay Day | Jun 26, 2026 | $0.25 |
NVDA (Chip-Tech) | Pay Day | Jun 26, 2026 | $0.25 |
LRCX (Chip-Tech) | Pay Day | Jul 8, 2026 | $0.26 |
TSM (Chip-Tech) | Pay Day | Jul 9, 2026 | $0.95 |
 SIMO (Chip-Tech) | Ex-Dividend | Aug 6, 2026 | $0.50 |
SIMO (Chip-Tech) | Pay Day | Aug 20, 2026 | $0.50 |
Performance Metrics
Score 3.8/10
Beta
1.71
1.71
0
0.8
1.2
0
2
Sharpe Ratio
0.48
0.48
0
0.5
1
1.5
1.5
Sortino Ratio
0.73
0.73
0
1
2
3
3
Jensen's Alpha
-3.68
-3.68
-4
0
2
4.5
4.5
Omega Ratio
1.16
1.16
0
1
1.5
2.5
2.5
Treynor Ratio
0.8
0.8
0
0.75
1.25
2
2
Information Ratio
0.19
0.19
0
0.3
0.6
1
1
Calmar Ratio
0.29
0.29
0
0.3
0.6
1
1
Beta
1.71
1.71
0
0.8
1.2
0
2
Sharpe Ratio
0.48
0.48
0
0.5
1
1.5
1.5
Sortino Ratio
0.73
0.73
0
1
2
3
3
Jensen's Alpha
-3.68
-3.68
-4
0
2
4.5
4.5
Omega Ratio
1.16
1.16
0
1
1.5
2.5
2.5
Treynor Ratio
0.8
0.8
0
0.75
1.25
2
2
Information Ratio
0.19
0.19
0
0.3
0.6
1
1
Calmar Ratio
0.29
0.29
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
32.94
High:
AMD
171.72AMDLow:
RKLB
-363.15RKLBDetails
PEG Ratio
-35
High:
EZJ.L
434.99EZJ.LLow:RKLB
-1,817.07RKLBDetails
Price/Book
19.93
High:
AXSM
218.05AXSMLow:EZJ.L
0.96EZJ.LDetails
Price/Sales
17.91
High:RKLB
106.86RKLBLow:EZJ.L
0.34EZJ.LDetails
Price/CF
34.27
High:
SNDX
104.71SNDXLow:EZJ.L
1.76EZJ.LDetails
Price/FCF
48.9
High:AMKR
174.01AMKRLow:EZJ.L
7.85EZJ.LDetails
P/E Ratio
32.94
High:AMD
171.72AMDLow:RKLB
-363.15RKLBDetails
PEG Ratio
-35
High:EZJ.L
434.99EZJ.LLow:RKLB
-1,817.07RKLBDetails
Price/Book
19.93
High:AXSM
218.05AXSMLow:EZJ.L
0.96EZJ.LDetails
Price/Sales
17.91
High:RKLB
106.86RKLBLow:EZJ.L
0.34EZJ.LDetails
Price/CF
34.27
High:SNDX
104.71SNDXLow:EZJ.L
1.76EZJ.LDetails
Price/FCF
48.9
High:AMKR
174.01AMKRLow:EZJ.L
7.85EZJ.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-46.67% | Dec 2021 | Nov 2024 | 35 |
-43.85% | Dec 2019 | Feb 2021 | 14 |
-34.58% | Jun 2018 | Nov 2019 | 17 |
-34.43% | Mar 2015 | Aug 2017 | 29 |
-19.72% | Dec 2024 | Jul 2025 | 7 |
-16.31% | Jan 2026 | - | 6 |
-7.87% | Sep 2017 | Nov 2017 | 2 |
-7.73% | Sep 2021 | Oct 2021 | 1 |
-3.25% | Nov 2025 | Dec 2025 | 1 |
-0.98% | Aug 2025 | Sep 2025 | 1 |
-0.53% | Jan 2015 | Feb 2015 | 1 |
-0.47% | May 2021 | Jun 2021 | 1 |