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+4.28%
This Month
+25.45%
Year To Date
+59.78%
2 Years
+63.53%
5 Years
+62.66%
10 Years
+10.04%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services65.31%
- 💻 Electronic Technology13.82%
- 👥 Copy Trading9.03%
- 💇♀️ Consumer Services5.35%
- 🍞 Consumer Non Durables2.38%
- 💼 Commercial Services1.06%
- 🛍️ Retail Trade0.86%
- 💵 Cash0.82%
- 🧬 Health Technology0.79%
- 🛠️ Producer Manufacturing0.44%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq76.02%
- 🇺🇸 NYSE12.27%
- 🌍 Digital Currency9.03%
- 🇫🇷 Euronext Paris1.73%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States80.23%
- 🇳🇱 Netherlands4.05%
- 🇮🇪 Ireland1.9%
- 🇫🇷 France1.73%
- 🇮🇱 Israel1.33%
- 🇨🇦 Canada0.77%
Dividends
Dividend Yield
1%
17 out of 33 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $CMCSA (4.85%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 CMCSA | 0.26% | 4.85% | $1.2 |
 MCHP | 0.19% | 2.81% | $1.75 |
 PAYX | 0.1% | 3.78% | $3.65 |
 NXPI | 0.07% | 1.8% | $4.06 |
 ADP | 0.06% | 2.44% | $5.45 |
 SWKS | 0.05% | 4.09% | $2.72 |
 ACN | 0.04% | 2.25% | $4.99 |
 CAP.PA | 0.04% | 2.38% | $3.4 |
 NKE | 0.04% | 2.45% | $1.45 |
 CRM | 0.04% | 0.67% | $0.4 |
 CDW | 0.03% | 1.74% | $2.45 |
 TXN | 0.03% | 3.05% | $5.14 |
 MSFT | 0.02% | 0.73% | $3 |
 META | 0.01% | 0.31% | $1 |
 COST | 0% | 0.57% | $19.22 |
 PYPL | 0% | 0.23% | - |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
MSFT | Pay Day | Dec 11, 2025 | $0.91 |
Performance Metrics
Score 3.4/10
Beta
1.37
1.37
0
0.8
1.2
0
2
Sharpe Ratio
0.34
0.34
0
0.5
1
1.5
1.5
Sortino Ratio
0.54
0.54
0
1
2
3
3
Jensen's Alpha
-4.4
-4.4
-5
0
2
4.5
4.5
Omega Ratio
0.99
0.99
0
1
1.5
2.5
2.5
Treynor Ratio
0.66
0.66
0
0.75
1.25
2
2
Information Ratio
-0.01
-0.01
-1
0.3
0.6
1
1
Calmar Ratio
0.18
0.18
0
0.3
0.6
1
1
Beta
1.37
1.37
0
0.8
1.2
0
2
Sharpe Ratio
0.34
0.34
0
0.5
1
1.5
1.5
Sortino Ratio
0.54
0.54
0
1
2
3
3
Jensen's Alpha
-4.4
-4.4
-5
0
2
4.5
4.5
Omega Ratio
0.99
0.99
0
1
1.5
2.5
2.5
Treynor Ratio
0.66
0.66
0
0.75
1.25
2
2
Information Ratio
-0.01
-0.01
-1
0.3
0.6
1
1
Calmar Ratio
0.18
0.18
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
28.78
High:
PATH
416.25PATHLow:
TEAM
-222.66TEAMDetails
PEG Ratio
165.82
High:
TXN
2,016.59TXNLow:TEAM
-417.36TEAMDetails
Price/Book
7.52
High:
FTNT
83.64FTNTLow:
MARA
0.92MARADetails
Price/Sales
7.09
High:
MSTR
125.1MSTRLow:
CMCSA
0.82CMCSADetails
Price/CF
21.49
High:MSTR
7,511.07MSTRLow:CMCSA
3.52CMCSADetails
Price/FCF
42.61
High:TXN
4,155.74TXNLow:CMCSA
7.2CMCSADetails
P/E Ratio
28.78
High:PATH
416.25PATHLow:TEAM
-222.66TEAMDetails
PEG Ratio
165.82
High:TXN
2,016.59TXNLow:TEAM
-417.36TEAMDetails
Price/Book
7.52
High:FTNT
83.64FTNTLow:MARA
0.92MARADetails
Price/Sales
7.09
High:MSTR
125.1MSTRLow:CMCSA
0.82CMCSADetails
Price/CF
21.49
High:MSTR
7,511.07MSTRLow:CMCSA
3.52CMCSADetails
Price/FCF
42.61
High:TXN
4,155.74TXNLow:CMCSA
7.2CMCSADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-52.26% | Dec 2021 | Sep 2024 | 33 |
-22.83% | Sep 2021 | Oct 2021 | 1 |
-12.68% | Mar 2021 | Aug 2021 | 5 |
-9.53% | Feb 2025 | May 2025 | 3 |
-8.06% | Nov 2025 | - | 2 |
-5.97% | Jan 2021 | Feb 2021 | 1 |
-2.72% | Dec 2024 | Jan 2025 | 1 |