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+1.32%
This Month
+12.69%
Year To Date
+19.64%
2 Years
+19.64%
5 Years
+19.64%
10 Years
+18%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs67.88%
- 👥 Copy Trading32.1%
- 💵 Cash0.02%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE67.88%
- 🇺🇸 Nasdaq24.64%
- 🇺🇸 NYSE7.36%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States26.4%
- 🇨🇳 China1.76%
- 🇹🇼 Taiwan1.12%
- 🇮🇪 Ireland1.01%
- 🇳🇱 Netherlands0.94%
- 🇬🇧 United Kingdom0.77%
Dividends
Dividend Yield
0.1%
1 out of 2 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: BigTech (0.3%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 BigTech | 0.1% | 0.3% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 MU (BigTech) | Pay Day | Oct 21, 2025 | $0.12 |
 ORCL (BigTech) | Pay Day | Oct 23, 2025 | $0.50 |
 MSFT (BigTech) | Ex-Dividend | Nov 20, 2025 | $0.91 |
 AMAT (BigTech) | Ex-Dividend | Nov 20, 2025 | $0.46 |
MSFT (BigTech) | Pay Day | Dec 11, 2025 | $0.91 |
AMAT (BigTech) | Pay Day | Dec 11, 2025 | $0.46 |
 TSM (BigTech) | Ex-Dividend | Dec 11, 2025 | $0.84 |
TSM (BigTech) | Pay Day | Jan 8, 2026 | $0.84 |
Performance Metrics
Score 7/10
Beta
0.3
0.3
0
0.8
1.2
0
2
Sharpe Ratio
1.4
1.4
0
0.5
1
2
2
Sortino Ratio
3.2
3.2
0
1
2
4
4
Jensen's Alpha
2.87
2.87
-2
0
2
4.5
4.5
Omega Ratio
0.61
0.61
0
1
1.5
2.5
2.5
Treynor Ratio
1.88
1.88
0
0.75
1.25
2
2
Information Ratio
-0.72
-0.72
-1
0.3
0.6
1
1
Calmar Ratio
4.67
4.67
0
0.3
0.6
5
5
Beta
0.3
0.3
0
0.8
1.2
0
2
Sharpe Ratio
1.4
1.4
0
0.5
1
2
2
Sortino Ratio
3.2
3.2
0
1
2
4
4
Jensen's Alpha
2.87
2.87
-2
0
2
4.5
4.5
Omega Ratio
0.61
0.61
0
1
1.5
2.5
2.5
Treynor Ratio
1.88
1.88
0
0.75
1.25
2
2
Information Ratio
-0.72
-0.72
-1
0.3
0.6
1
1
Calmar Ratio
4.67
4.67
0
0.3
0.6
5
5
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 |