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+7.98%
This Month
+6.44%
Year To Date
+27.38%
2 Years
+27.62%
5 Years
+27.62%
10 Years
+15.76%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🧩 Miscellaneous64.56%
- 👥 Copy Trading35.43%
- 💵 Cash0.02%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE64.56%
- 🇺🇸 Nasdaq28.73%
- 🇺🇸 NYSE6.67%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States33.31%
- 🇹🇼 Taiwan1.1%
- 🇨🇳 China1%
Dividends
Dividend Yield
0.08%
1 out of 2 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: BigTech (0.23%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 BigTech | 0.08% | 0.23% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 MSFT (BigTech) | Ex-Dividend | May 21, 2026 | $0.91 |
 AMAT (BigTech) | Ex-Dividend | May 21, 2026 | $0.53 |
MSFT (BigTech) | Pay Day | Jun 11, 2026 | $0.91 |
AMAT (BigTech) | Pay Day | Jun 11, 2026 | $0.53 |
 TSM (BigTech) | Ex-Dividend | Jun 11, 2026 | $0.95 |
TSM (BigTech) | Pay Day | Jul 9, 2026 | $0.95 |
Performance Metrics
Score 5.9/10
Beta
0.34
0.34
0
0.8
1.2
0
2
Sharpe Ratio
0.8
0.8
0
0.5
1
1.5
1.5
Sortino Ratio
1.48
1.48
0
1
2
3
3
Jensen's Alpha
1.44
1.44
-2
0
2
4.5
4.5
Omega Ratio
0.7
0.7
0
1
1.5
2.5
2.5
Treynor Ratio
1.06
1.06
0
0.75
1.25
2
2
Information Ratio
-0.5
-0.5
-1
0.3
0.6
1
1
Calmar Ratio
2.95
2.95
0
0.3
0.6
3
3
Beta
0.34
0.34
0
0.8
1.2
0
2
Sharpe Ratio
0.8
0.8
0
0.5
1
1.5
1.5
Sortino Ratio
1.48
1.48
0
1
2
3
3
Jensen's Alpha
1.44
1.44
-2
0
2
4.5
4.5
Omega Ratio
0.7
0.7
0
1
1.5
2.5
2.5
Treynor Ratio
1.06
1.06
0
0.75
1.25
2
2
Information Ratio
-0.5
-0.5
-1
0.3
0.6
1
1
Calmar Ratio
2.95
2.95
0
0.3
0.6
3
3
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 | May 2026 | 5 |
-2.51% | Feb 2025 | May 2025 | 3 |
-0.21% | Oct 2024 | Nov 2024 | 1 |
-0.08% | Jul 2024 | Aug 2024 | 1 |