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-2.22%
This Month
+16.88%
Year To Date
+39.29%
2 Years
+40.13%
5 Years
+40.13%
10 Years
+20.2%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🧩 Miscellaneous56.97%
- 👥 Copy Trading40.29%
- 💵 Cash3.63%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE56.97%
- 🇺🇸 Nasdaq33.62%
- 🇺🇸 NYSE6.64%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States38.36%
- 🇹🇼 Taiwan1.11%
- 🇨🇳 China0.79%
Dividends
Dividend Yield
0.08%
1 out of 3 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: BigTech (0.2%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 BigTech | 0.08% | 0.2% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 BABA (BigTech) | Pay Day | Jul 13, 2026 | $1.05 |
Performance Metrics
Score 6.6/10
Beta
0.45
0.45
0
0.8
1.2
0
2
Sharpe Ratio
1.07
1.07
0
0.5
1
2
2
Sortino Ratio
2.72
2.72
0
1
2
3
3
Jensen's Alpha
1.92
1.92
-2
0
2
4.5
4.5
Omega Ratio
0.63
0.63
0
1
1.5
2.5
2.5
Treynor Ratio
1.44
1.44
0
0.75
1.25
2
2
Information Ratio
-0.64
-0.64
-1
0.3
0.6
1
1
Calmar Ratio
4.18
4.18
0
0.3
0.6
5
5
Beta
0.45
0.45
0
0.8
1.2
0
2
Sharpe Ratio
1.07
1.07
0
0.5
1
2
2
Sortino Ratio
2.72
2.72
0
1
2
3
3
Jensen's Alpha
1.92
1.92
-2
0
2
4.5
4.5
Omega Ratio
0.63
0.63
0
1
1.5
2.5
2.5
Treynor Ratio
1.44
1.44
0
0.75
1.25
2
2
Information Ratio
-0.64
-0.64
-1
0.3
0.6
1
1
Calmar Ratio
4.18
4.18
0
0.3
0.6
5
5
Portfolio Valuation
Based on current positions
P/E Ratio
N/A
Details
PEG Ratio
N/A
Details
Price/Book
N/A
Details
Price/Sales
N/A
Details
Price/CF
N/A
Details
Price/FCF
N/A
Details
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-2.96% | Nov 2025 | Apr 2026 | 5 |
-2.51% | Feb 2025 | May 2025 | 3 |
-2.22% | Jul 2026 | - | 1 |
-0.21% | Oct 2024 | Nov 2024 | 1 |
-0.08% | Jul 2024 | Aug 2024 | 1 |