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+0.09%
Today
+3.01%
This Month
+2.44%
Year To Date
+8.76%
2 Years
+8.76%
5 Years
+13.42%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs72.83%
- 👥 Copy Trading26.02%
- 💵 Cash0.02%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE72.83%
- 🇺🇸 Nasdaq19.59%
- 🇺🇸 NYSE6.37%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States21.46%
- 🇨🇳 China1.4%
- 🇮🇪 Ireland0.98%
- 🇹🇼 Taiwan0.76%
- 🇳🇱 Netherlands0.73%
- 🇬🇧 United Kingdom0.63%
Dividends
Dividend Yield
0.1%
1 out of 2 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: BigTech (0.37%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 BigTech | 0.1% | 0.37% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 QCOM (BigTech) | Ex-Dividend | Jun 5, 2025 | $0.89 |
 GOOGL (BigTech) | Ex-Dividend | Jun 9, 2025 | $0.21 |
 MSFT (BigTech) | Pay Day | Jun 12, 2025 | $0.83 |
 AMAT (BigTech) | Pay Day | Jun 12, 2025 | $0.46 |
 TSM (BigTech) | Ex-Dividend | Jun 12, 2025 | $0.68 |
GOOGL (BigTech) | Pay Day | Jun 16, 2025 | $0.21 |
QCOM (BigTech) | Pay Day | Jun 26, 2025 | $0.89 |
TSM (BigTech) | Pay Day | Jul 10, 2025 | $0.68 |
Performance Metrics
Score 4.2/10
Beta
0.22
0.22
0
0.8
1.2
0
2
Sharpe Ratio
0.14
0.14
0
0.5
1
1.5
1.5
Sortino Ratio
0.2
0.2
0
1
2
3
3
Jensen's Alpha
0.19
0.19
-2
0
2
4.5
4.5
Omega Ratio
0.94
0.94
0
1
1.5
2.5
2.5
Treynor Ratio
0.19
0.19
0
0.75
1.25
2
2
Information Ratio
-0.1
-0.1
-1
0.3
0.6
1
1
Calmar Ratio
2.05
2.05
0
0.3
0.6
3
3
Beta
0.22
0.22
0
0.8
1.2
0
2
Sharpe Ratio
0.14
0.14
0
0.5
1
1.5
1.5
Sortino Ratio
0.2
0.2
0
1
2
3
3
Jensen's Alpha
0.19
0.19
-2
0
2
4.5
4.5
Omega Ratio
0.94
0.94
0
1
1.5
2.5
2.5
Treynor Ratio
0.19
0.19
0
0.75
1.25
2
2
Information Ratio
-0.1
-0.1
-1
0.3
0.6
1
1
Calmar Ratio
2.05
2.05
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 |
|---|---|---|---|
-2.51% | Feb 2025 | May 2025 | 3 |
-0.21% | Oct 2024 | Nov 2024 | 1 |
-0.08% | Jul 2024 | Aug 2024 | 1 |