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-4.29%
This Month
-5.27%
Year To Date
+11.99%
2 Years
+11.11%
5 Years
+14.73%
10 Years
+1.79%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services51.18%
- 👥 Copy Trading48.81%
- 💵 Cash0.02%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq60.18%
- 🇺🇸 NYSE7.26%
- 🇭🇰 Hong Kong Exchanges2.79%
- 🇫🇷 Euronext Paris2.16%
- 🇩🇪 FRA2.13%
- 🌍 Digital Currency0.86%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States67.43%
- 🇨🇳 China2.79%
- 🇫🇷 France2.16%
- 🇩🇪 Germany2.13%
Dividends
Dividend Yield
0.33%
3 out of 3 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: $MSFT (0.83%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 META | 0.15% | 0.34% | $1 |
 Rammiyatharshan | 0.13% | 0.27% | - |
 MSFT | 0.05% | 0.83% | $3 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
META | Pay Day | Jun 25, 2026 | $0.53 |
META (Rammiyatharshan) | Pay Day | Jun 25, 2026 | $0.53 |
 VSH (Rammiyatharshan) | Pay Day | Jun 29, 2026 | $0.10 |
 GEV (Rammiyatharshan) | Pay Day | Jul 14, 2026 | $0.50 |
Performance Metrics
Score 2.8/10
Beta
0.36
0.36
0
0.8
1.2
0
2
Sharpe Ratio
0.01
0.01
0
0.5
1
1.5
1.5
Sortino Ratio
0.01
0.01
0
1
2
3
3
Jensen's Alpha
-3.91
-3.91
-4
0
2
4.5
4.5
Omega Ratio
0.6
0.6
0
1
1.5
2.5
2.5
Treynor Ratio
0.04
0.04
0
0.75
1.25
2
2
Information Ratio
-0.68
-0.68
-1
0.3
0.6
1
1
Calmar Ratio
0.07
0.07
0
0.3
0.6
1
1
Beta
0.36
0.36
0
0.8
1.2
0
2
Sharpe Ratio
0.01
0.01
0
0.5
1
1.5
1.5
Sortino Ratio
0.01
0.01
0
1
2
3
3
Jensen's Alpha
-3.91
-3.91
-4
0
2
4.5
4.5
Omega Ratio
0.6
0.6
0
1
1.5
2.5
2.5
Treynor Ratio
0.04
0.04
0
0.75
1.25
2
2
Information Ratio
-0.68
-0.68
-1
0.3
0.6
1
1
Calmar Ratio
0.07
0.07
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
23.31
High:MSFT
25.49MSFTLow:META
22.82METADetails
PEG Ratio
343.41
High:META
376.16METALow:MSFT
86.01MSFTDetails
Price/Book
6.74
High:MSFT
7.67MSFTLow:META
6.54METADetails
Price/Sales
7.89
High:MSFT
10.01MSFTLow:META
7.49METADetails
Price/CF
12.51
High:MSFT
16.2MSFTLow:META
11.83METADetails
Price/FCF
37.33
High:MSFT
58.56MSFTLow:META
34.18METADetails
P/E Ratio
23.31
High:MSFT
25.49MSFTLow:META
22.82METADetails
PEG Ratio
343.41
High:META
376.16METALow:MSFT
86.01MSFTDetails
Price/Book
6.74
High:MSFT
7.67MSFTLow:META
6.54METADetails
Price/Sales
7.89
High:MSFT
10.01MSFTLow:META
7.49METADetails
Price/CF
12.51
High:MSFT
16.2MSFTLow:META
11.83METADetails
Price/FCF
37.33
High:MSFT
58.56MSFTLow:META
34.18METADetails
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 | - | 11 |
-9.94% | Feb 2025 | Jun 2025 | 4 |
-1.09% | Oct 2024 | Jan 2025 | 3 |