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-5.74%
This Month
-7.67%
Year To Date
+34.78%
2 Years
+54.08%
5 Years
+47.81%
10 Years
+7.25%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services68.04%
- 👥 Copy Trading10.84%
- 💇♀️ Consumer Services5.97%
- 🍞 Consumer Non Durables2.54%
- 💰 Finance2.44%
- 💼 Commercial Services2.41%
- 🚗 Consumer Durables1.81%
- 💻 Electronic Technology1.58%
- 💵 Cash1.51%
- 🛍️ Retail Trade1.37%
- 📡 Communications1.05%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq72.28%
- 🇺🇸 NYSE15.64%
- 🌍 Digital Currency2.74%
- 🌍 Commodity0.03%
- 🌍 CFD0.03%
- 🌍 FX0.02%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States82.12%
- 🇨🇳 China2.73%
- 🇮🇱 Israel1.53%
- 🇨🇦 Canada1%
- 🇮🇳 India0.54%
Dividends
Dividend Yield
0.89%
15 out of 32 instruments pay dividend.
11 dividend payments in the next 30 days.
Highest Dividend: $CMCSA (5.64%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 CMCSA | 0.28% | 5.64% | $1.2 |
 ADP | 0.12% | 2.91% | $5.45 |
 PAYX | 0.11% | 4.53% | $3.65 |
 NKE | 0.07% | 3.76% | $1.45 |
 SWKS | 0.06% | 3.64% | $2.72 |
 CRM | 0.06% | 0.9% | $0.4 |
 MSFT | 0.04% | 0.83% | $3 |
 CDW | 0.03% | 1.86% | $2.45 |
 PYPL | 0.02% | 1.01% | - |
 TMUS | 0.02% | 2.22% | $1.95 |
 META | 0.02% | 0.34% | $1 |
 BABA | 0.01% | 0.82% | $0.98 |
 BKNG | 0.01% | 0.97% | $17.5 |
 HDB | 0.01% | 1.47% | $0.6 |
 LoicInv | 0.01% | 0.47% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
CDW | Pay Day | Jun 10, 2026 | $0.63 |
MSFT | Pay Day | Jun 11, 2026 | $0.91 |
BABA | Ex-Dividend | Jun 11, 2026 | $1.05 |
CRM | Ex-Dividend | Jun 11, 2026 | $0.44 |
TMUS | Pay Day | Jun 11, 2026 | $1.02 |
ADP | Ex-Dividend | Jun 12, 2026 | $1.70 |
META | Ex-Dividend | Jun 15, 2026 | $0.53 |
SWKS | Pay Day | Jun 16, 2026 | $0.71 |
 NEM (LoicInv) | Pay Day | Jun 22, 2026 | $0.26 |
META | Pay Day | Jun 25, 2026 | $0.53 |
PYPL | Pay Day | Jun 25, 2026 | $0.14 |
BKNG | Pay Day | Jun 30, 2026 | $0.42 |
NKE | Pay Day | Jul 1, 2026 | $0.41 |
CMCSA | Ex-Dividend | Jul 1, 2026 | $0.33 |
ADP | Pay Day | Jul 1, 2026 | $1.70 |
CRM | Pay Day | Jul 2, 2026 | $0.44 |
BABA | Pay Day | Jul 13, 2026 | $1.05 |
CMCSA | Pay Day | Jul 22, 2026 | $0.33 |
Performance Metrics
Score 3.2/10
Beta
1.32
1.32
0
0.8
1.2
0
2
Sharpe Ratio
0.27
0.27
0
0.5
1
1.5
1.5
Sortino Ratio
0.43
0.43
0
1
2
3
3
Jensen's Alpha
-6.13
-6.13
-7
0
2
4.5
4.5
Omega Ratio
0.91
0.91
0
1
1.5
2.5
2.5
Treynor Ratio
0.54
0.54
0
0.75
1.25
2
2
Information Ratio
-0.11
-0.11
-1
0.3
0.6
1
1
Calmar Ratio
0.13
0.13
0
0.3
0.6
1
1
Beta
1.32
1.32
0
0.8
1.2
0
2
Sharpe Ratio
0.27
0.27
0
0.5
1
1.5
1.5
Sortino Ratio
0.43
0.43
0
1
2
3
3
Jensen's Alpha
-6.13
-6.13
-7
0
2
4.5
4.5
Omega Ratio
0.91
0.91
0
1
1.5
2.5
2.5
Treynor Ratio
0.54
0.54
0
0.75
1.25
2
2
Information Ratio
-0.11
-0.11
-1
0.3
0.6
1
1
Calmar Ratio
0.13
0.13
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
26.06
High:
TSLA
382.29TSLALow:
BIDU
-5,810.34BIDUDetails
PEG Ratio
144.79
High:CDW
1,276.4CDWLow:
TEAM
-246.43TEAMDetails
Price/Book
6.58
High:
PLTR
40.2PLTRLow:BKNG
-14.98BKNGDetails
Price/Sales
6.83
High:
MSTR
88.08MSTRLow:CMCSA
0.67CMCSADetails
Price/CF
15.02
High:MSTR
7,511.07MSTRLow:CMCSA
3.22CMCSADetails
Price/FCF
37.96
High:BABA
1,196.17BABALow:CMCSA
6.72CMCSADetails
P/E Ratio
26.06
High:TSLA
382.29TSLALow:BIDU
-5,810.34BIDUDetails
PEG Ratio
144.79
High:CDW
1,276.4CDWLow:TEAM
-246.43TEAMDetails
Price/Book
6.58
High:PLTR
40.2PLTRLow:BKNG
-14.98BKNGDetails
Price/Sales
6.83
High:MSTR
88.08MSTRLow:CMCSA
0.67CMCSADetails
Price/CF
15.02
High:MSTR
7,511.07MSTRLow:CMCSA
3.22CMCSADetails
Price/FCF
37.96
High:BABA
1,196.17BABALow:CMCSA
6.72CMCSADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-52.26% | Dec 2021 | Sep 2024 | 33 |
-22.83% | Sep 2021 | Oct 2021 | 1 |
-21.01% | Nov 2025 | - | 8 |
-12.68% | Mar 2021 | Aug 2021 | 5 |
-9.53% | Feb 2025 | May 2025 | 3 |
-5.97% | Jan 2021 | Feb 2021 | 1 |
-2.72% | Dec 2024 | Jan 2025 | 1 |