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+2.12%
This Month
+9.92%
Year To Date
+16.7%
2 Years
+16.7%
5 Years
+16.7%
10 Years
+16.7%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs69.09%
- 👥 Copy Trading29.79%
- 💵 Cash0.02%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE69.09%
- 🇺🇸 Nasdaq22.64%
- 🇺🇸 NYSE7.05%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States24.63%
- 🇨🇳 China1.65%
- 🇮🇪 Ireland0.99%
- 🇹🇼 Taiwan0.95%
- 🇳🇱 Netherlands0.79%
- 🇬🇧 United Kingdom0.68%
Dividends
Dividend Yield
0.09%
1 out of 2 instruments pay dividend.
6 dividend payments in the next 30 days.
Highest Dividend: BigTech (0.31%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 BigTech | 0.09% | 0.31% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 CRM (BigTech) | Ex-Dividend | Sep 17, 2025 | $0.42 |
 META (BigTech) | Ex-Dividend | Sep 22, 2025 | $0.52 |
 AVGO (BigTech) | Ex-Dividend | Sep 22, 2025 | $0.59 |
 QCOM (BigTech) | Pay Day | Sep 25, 2025 | $0.89 |
META (BigTech) | Pay Day | Sep 29, 2025 | $0.52 |
AVGO (BigTech) | Pay Day | Sep 30, 2025 | $0.59 |
 NVDA (BigTech) | Pay Day | Oct 2, 2025 | $0.01 |
 ORCL (BigTech) | Ex-Dividend | Oct 9, 2025 | $0.50 |
CRM (BigTech) | Pay Day | Oct 9, 2025 | $0.42 |
 TSM (BigTech) | Pay Day | Oct 9, 2025 | $0.82 |
ORCL (BigTech) | Pay Day | Oct 23, 2025 | $0.50 |
 AMAT (BigTech) | Ex-Dividend | Nov 20, 2025 | $0.46 |
AMAT (BigTech) | Pay Day | Dec 11, 2025 | $0.46 |
Performance Metrics
Score 6.5/10
Beta
0.28
0.28
0
0.8
1.2
0
2
Sharpe Ratio
1.12
1.12
0
0.5
1
2
2
Sortino Ratio
2.32
2.32
0
1
2
3
3
Jensen's Alpha
1.69
1.69
-2
0
2
4.5
4.5
Omega Ratio
0.6
0.6
0
1
1.5
2.5
2.5
Treynor Ratio
1.49
1.49
0
0.75
1.25
2
2
Information Ratio
-0.76
-0.76
-1
0.3
0.6
1
1
Calmar Ratio
3.94
3.94
0
0.3
0.6
4
4
Beta
0.28
0.28
0
0.8
1.2
0
2
Sharpe Ratio
1.12
1.12
0
0.5
1
2
2
Sortino Ratio
2.32
2.32
0
1
2
3
3
Jensen's Alpha
1.69
1.69
-2
0
2
4.5
4.5
Omega Ratio
0.6
0.6
0
1
1.5
2.5
2.5
Treynor Ratio
1.49
1.49
0
0.75
1.25
2
2
Information Ratio
-0.76
-0.76
-1
0.3
0.6
1
1
Calmar Ratio
3.94
3.94
0
0.3
0.6
4
4
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 |
|---|---|---|---|
-2.51% | Feb 2025 | May 2025 | 3 |
-0.21% | Oct 2024 | Nov 2024 | 1 |
-0.08% | Jul 2024 | Aug 2024 | 1 |