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0%
This Month
-4.54%
Year To Date
+36.25%
2 Years
+34.03%
5 Years
+34.03%
10 Years
+19.21%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services44.75%
- 💻 Electronic Technology15.06%
- 🏥 Health Services7.88%
- 🛠️ Producer Manufacturing7.07%
- 🧬 Health Technology6.03%
- 💼 Commercial Services3.02%
- ⛏️ Energy Minerals2.92%
- 👥 Copy Trading2.69%
- 🛍️ Retail Trade2.48%
- 💰 Finance2.33%
- ❓ Other2.28%
- 🍞 Consumer Non Durables2.17%
- 🚗 Consumer Durables0.84%
- 🪨 Non Energy Minerals0.32%
- 💵 Cash0.12%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq52.03%
- 🇺🇸 NYSE41.9%
- Regular Trading Hours - RTH4.85%
- 🇭🇰 Hong Kong Exchanges0.93%
- 🌍 Digital Currency0.12%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States82.31%
- 🇦🇺 Australia3.69%
- 🇸🇬 Singapore3.52%
- 🇩🇰 Denmark2.83%
- 🇮🇱 Israel2.14%
- 🇬🇧 United Kingdom1.6%
- 🇨🇳 China0.93%
- 🇨🇦 Canada0.02%
- 🇻🇬 Virgin Islands, British0.01%
Dividends
Dividend Yield
0.17%
10 out of 47 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $NVO (3.04%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 CAT | Pay Day | May 19, 2026 | $1.51 |
 MSFT (ShahriyarQureshi) | Ex-Dividend | May 21, 2026 | $0.91 |
 QCOM | Ex-Dividend | Jun 4, 2026 | $0.92 |
MSFT (ShahriyarQureshi) | Pay Day | Jun 11, 2026 | $0.91 |
QCOM | Pay Day | Jun 25, 2026 | $0.92 |
Performance Metrics
Score 2.6/10
Beta
1.94
1.94
0
0.8
1.2
0
2
Sharpe Ratio
0.28
0.28
0
0.5
1
1.5
1.5
Sortino Ratio
0.44
0.44
0
1
2
3
3
Jensen's Alpha
-10.13
-10.13
-11
0
2
4.5
4.5
Omega Ratio
0.93
0.93
0
1
1.5
2.5
2.5
Treynor Ratio
0.32
0.32
0
0.75
1.25
2
2
Information Ratio
-0.1
-0.1
-1
0.3
0.6
1
1
Calmar Ratio
0.36
0.36
0
0.3
0.6
1
1
Beta
1.94
1.94
0
0.8
1.2
0
2
Sharpe Ratio
0.28
0.28
0
0.5
1
1.5
1.5
Sortino Ratio
0.44
0.44
0
1
2
3
3
Jensen's Alpha
-10.13
-10.13
-11
0
2
4.5
4.5
Omega Ratio
0.93
0.93
0
1
1.5
2.5
2.5
Treynor Ratio
0.32
0.32
0
0.75
1.25
2
2
Information Ratio
-0.1
-0.1
-1
0.3
0.6
1
1
Calmar Ratio
0.36
0.36
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
57.65
High:
ARM
233.31ARMLow:
SYM
-634.18SYMDetails
PEG Ratio
122.2
High:
ADSK
2,243.65ADSKLow:SYM
-4,427.92SYMDetails
Price/Book
5.08
High:
BE
75.73BELow:
WIX
-10.25WIXDetails
Price/Sales
5.77
High:
ACHR
14,550.69ACHRLow:
SMCI
0.71SMCIDetails
Price/CF
22.02
High:
MSTR
7,511.07MSTRLow:
KOS
3.24KOSDetails
Price/FCF
38.71
High:MSTR
1,187.5MSTRLow:
RNG
4.86RNGDetails
P/E Ratio
57.65
High:ARM
233.31ARMLow:SYM
-634.18SYMDetails
PEG Ratio
122.2
High:ADSK
2,243.65ADSKLow:SYM
-4,427.92SYMDetails
Price/Book
5.08
High:BE
75.73BELow:WIX
-10.25WIXDetails
Price/Sales
5.77
High:ACHR
14,550.69ACHRLow:SMCI
0.71SMCIDetails
Price/CF
22.02
High:MSTR
7,511.07MSTRLow:KOS
3.24KOSDetails
Price/FCF
38.71
High:MSTR
1,187.5MSTRLow:RNG
4.86RNGDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-24.22% | Dec 2024 | Jun 2025 | 6 |
-23.76% | Nov 2025 | - | 6 |
-3.37% | Aug 2024 | Sep 2024 | 1 |
-3.07% | Apr 2024 | Jun 2024 | 2 |