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+0.16%
Today
+0.16%
This Month
-1.06%
Year To Date
+5.04%
2 Years
+5.04%
5 Years
+8.79%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs75.33%
- 👥 Copy Trading23.48%
- 💵 Cash0.02%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE75.33%
- 🇺🇸 Nasdaq17.47%
- 🇺🇸 NYSE5.96%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States19.05%
- 🇨🇳 China1.49%
- 🇮🇪 Ireland1.02%
- 🇹🇼 Taiwan0.68%
- 🇳🇱 Netherlands0.67%
- 🇬🇧 United Kingdom0.53%
Dividends
Dividend Yield
0.1%
1 out of 2 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: BigTech (0.41%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 BigTech | 0.1% | 0.41% | - |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
 ORCL (BigTech) | Ex-Dividend | Apr 10 | $0.50 |
 CRM (BigTech) | Ex-Dividend | Apr 10 | $0.42 |
 MU (BigTech) | Pay Day | Apr 15 | $0.12 |
ORCL (BigTech) | Pay Day | Apr 23 | $0.50 |
CRM (BigTech) | Pay Day | Apr 24 | $0.42 |
 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 3.7/10
Beta
0.22
0.22
0
0.8
1.2
0
2
Sharpe Ratio
0.06
0.06
0
0.5
1
1.5
1.5
Sortino Ratio
0.09
0.09
0
1
2
3
3
Jensen's Alpha
-0.37
-0.37
-2
0
2
4.5
4.5
Omega Ratio
0.85
0.85
0
1
1.5
2.5
2.5
Treynor Ratio
0.08
0.08
0
0.75
1.25
2
2
Information Ratio
-0.25
-0.25
-1
0.3
0.6
1
1
Calmar Ratio
2.08
2.08
0
0.3
0.6
3
3
Beta
0.22
0.22
0
0.8
1.2
0
2
Sharpe Ratio
0.06
0.06
0
0.5
1
1.5
1.5
Sortino Ratio
0.09
0.09
0
1
2
3
3
Jensen's Alpha
-0.37
-0.37
-2
0
2
4.5
4.5
Omega Ratio
0.85
0.85
0
1
1.5
2.5
2.5
Treynor Ratio
0.08
0.08
0
0.75
1.25
2
2
Information Ratio
-0.25
-0.25
-1
0.3
0.6
1
1
Calmar Ratio
2.08
2.08
0
0.3
0.6
3
3
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 |
|---|---|---|---|
-2.34% | Feb 2025 | - | 3 |
-0.21% | Oct 2024 | Nov 2024 | 1 |
-0.08% | Jul 2024 | Aug 2024 | 1 |