Loading...
-0.35%
This Month
-7.12%
Year To Date
+3%
2 Years
+17.2%
5 Years
+12.48%
10 Years
+1.45%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading75.28%
- 🖥️ Technology Services24.7%
- 💵 Cash0.02%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq36.63%
- 🌍 Commodity16.06%
- 🇬🇧 LSE12.07%
- 🌍 FX3.97%
- 🇺🇸 NYSE3.35%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States39.98%
- 🇰🇷 South Korea12.07%
Dividends
Dividend Yield
0.21%
3 out of 3 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $MSFT (0.67%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 Rammiyatharshan | 0.12% | 0.16% | - |
 META | 0.07% | 0.33% | $1 |
 MSFT | 0.02% | 0.67% | $3 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
MSFT | Ex-Dividend | Nov 20, 2026 | $0.91 |
META | Ex-Dividend | Dec 21, 2026 | $0.53 |
META (Rammiyatharshan) | Ex-Dividend | Dec 21, 2026 | $0.53 |
Performance Metrics
Score 2.8/10
Beta
0.37
0.37
0
0.8
1.2
0
2
Sharpe Ratio
0
0
0
0.5
1
1.5
1.5
Sortino Ratio
0
0
0
1
2
3
3
Jensen's Alpha
-4.12
-4.12
-5
0
2
4.5
4.5
Omega Ratio
0.59
0.59
0
1
1.5
2.5
2.5
Treynor Ratio
0.01
0.01
0
0.75
1.25
2
2
Information Ratio
-0.69
-0.69
-1
0.3
0.6
1
1
Calmar Ratio
0.06
0.06
0
0.3
0.6
1
1
Beta
0.37
0.37
0
0.8
1.2
0
2
Sharpe Ratio
0
0
0
0.5
1
1.5
1.5
Sortino Ratio
0
0
0
1
2
3
3
Jensen's Alpha
-4.12
-4.12
-5
0
2
4.5
4.5
Omega Ratio
0.59
0.59
0
1
1.5
2.5
2.5
Treynor Ratio
0.01
0.01
0
0.75
1.25
2
2
Information Ratio
-0.69
-0.69
-1
0.3
0.6
1
1
Calmar Ratio
0.06
0.06
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
23.31
High:MSFT
29.03MSFTLow:META
21.48METADetails
PEG Ratio
0.77
High:MSFT
0.81MSFTLow:META
0.77METADetails
Price/Book
6.56
High:MSFT
8.77MSFTLow:META
5.91METADetails
Price/Sales
7.73
High:MSFT
11.95MSFTLow:META
6.71METADetails
Price/CF
15.32
High:MSFT
19.5MSFTLow:META
14.02METADetails
Price/FCF
88.47
High:MSFT
116MSFTLow:META
80.25METADetails
P/E Ratio
23.31
High:MSFT
29.03MSFTLow:META
21.48METADetails
PEG Ratio
0.77
High:MSFT
0.81MSFTLow:META
0.77METADetails
Price/Book
6.56
High:MSFT
8.77MSFTLow:META
5.91METADetails
Price/Sales
7.73
High:MSFT
11.95MSFTLow:META
6.71METADetails
Price/CF
15.32
High:MSFT
19.5MSFTLow:META
14.02METADetails
Price/FCF
88.47
High:MSFT
116MSFTLow:META
80.25METADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-26.92% | Aug 2021 | Sep 2024 | 37 |
-23.43% | Oct 2018 | Jul 2021 | 33 |
-15.03% | Aug 2025 | - | 16 |
-9.94% | Feb 2025 | Jun 2025 | 4 |
-1.09% | Oct 2024 | Jan 2025 | 3 |