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0%
Today
-0.82%
This Month
-0.31%
Year To Date
+5.83%
2 Years
+5.83%
5 Years
+12.01%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs74.63%
- 👥 Copy Trading24.19%
- 💵 Cash0.02%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE74.63%
- 🇺🇸 Nasdaq18.04%
- 🇺🇸 NYSE6.1%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States19.61%
- 🇨🇳 China1.52%
- 🇮🇪 Ireland1.05%
- 🇳🇱 Netherlands0.7%
- 🇹🇼 Taiwan0.69%
- 🇬🇧 United Kingdom0.56%
Dividends
Dividend Yield
0.1%
1 out of 2 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: BigTech (0.4%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 BigTech | 0.1% | 0.4% | - |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
 MU (BigTech) | Ex-Dividend | Mar 31 | $0.12 |
 AVGO (BigTech) | Pay Day | Mar 31 | $0.59 |
 NVDA (BigTech) | Pay Day | Apr 2 | $0.01 |
 ORCL (BigTech) | Ex-Dividend | Apr 10 | $0.50 |
MU (BigTech) | Pay Day | Apr 15 | $0.12 |
ORCL (BigTech) | Pay Day | Apr 23 | $0.50 |
 ASML (BigTech) | Ex-Dividend | Apr 28 | $1.92 |
ASML (BigTech) | Pay Day | May 6 | $1.92 |
 MSFT (BigTech) | Ex-Dividend | May 15 | $0.83 |
 AMAT (BigTech) | Ex-Dividend | May 22 | $0.46 |
MSFT (BigTech) | Pay Day | Jun 12 | $0.83 |
AMAT (BigTech) | Pay Day | Jun 12 | $0.46 |
 TSM (BigTech) | Ex-Dividend | Jun 12 | $0.68 |
TSM (BigTech) | Pay Day | Jul 10 | $0.68 |
Performance Metrics
Score 5.9/10
Beta
0.17
0.17
0
0.8
1.2
0
2
Sharpe Ratio
0.81
0.81
0
0.5
1
1.5
1.5
Sortino Ratio
1.79
1.79
0
1
2
3
3
Jensen's Alpha
0.9
0.9
-2
0
2
4.5
4.5
Omega Ratio
0.6
0.6
0
1
1.5
2.5
2.5
Treynor Ratio
1.25
1.25
0
0.75
1.25
2
2
Information Ratio
-0.76
-0.76
-1
0.3
0.6
1
1
Calmar Ratio
10
10
0
0.3
0.6
10
10
Beta
0.17
0.17
0
0.8
1.2
0
2
Sharpe Ratio
0.81
0.81
0
0.5
1
1.5
1.5
Sortino Ratio
1.79
1.79
0
1
2
3
3
Jensen's Alpha
0.9
0.9
-2
0
2
4.5
4.5
Omega Ratio
0.6
0.6
0
1
1.5
2.5
2.5
Treynor Ratio
1.25
1.25
0
0.75
1.25
2
2
Information Ratio
-0.76
-0.76
-1
0.3
0.6
1
1
Calmar Ratio
10
10
0
0.3
0.6
10
10
Portfolio Valuation
Based on weighted open stock 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 |
|---|---|---|---|
-1.44% | Feb 2025 | - | 2 |
-0.21% | Oct 2024 | Nov 2024 | 1 |
-0.08% | Jul 2024 | Aug 2024 | 1 |