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+11.32%
This Month
-0.37%
Year To Date
+54.09%
2 Years
+95.98%
5 Years
+340%
10 Years
+19.04%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services22.63%
- 💻 Electronic Technology18.48%
- 👥 Copy Trading18.06%
- 📊 ETFs16.1%
- 🧩 Miscellaneous15.07%
- 💰 Finance6.45%
- 🧬 Health Technology1.71%
- 🪙 Cryptocurrencies1.5%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq68.99%
- 🇺🇸 NYSE22.02%
- 🇬🇧 LSE3.21%
- 🌍 Digital Currency3.12%
- 🇨🇭 SIX2.47%
- 🇭🇰 Hong Kong Exchanges0.13%
- 🇩🇪 FRA0.04%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States61.45%
- 🇨🇭 Switzerland2.47%
- 🇹🇼 Taiwan1.08%
- 🇩🇪 Germany0.41%
- 🇨🇳 China0.22%
- 🇱🇺 Luxembourg0.06%
Dividends
Dividend Yield
0.25%
10 out of 21 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $UBSG.ZU (2.52%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 0700.HK (steveli1029) | Ex-Dividend | May 15, 2026 | $0.68 |
 MSFT | Ex-Dividend | May 21, 2026 | $0.91 |
0700.HK (steveli1029) | Pay Day | Jun 1, 2026 | $0.68 |
MSFT | Pay Day | Jun 11, 2026 | $0.91 |
 TSM | Ex-Dividend | Jun 11, 2026 | $0.95 |
TSM | Pay Day | Jul 9, 2026 | $0.95 |
Performance Metrics
Score 6.1/10
Beta
1.27
1.27
0
0.8
1.2
0
2
Sharpe Ratio
0.53
0.53
0
0.5
1
1.5
1.5
Sortino Ratio
1.06
1.06
0
1
2
3
3
Jensen's Alpha
7.19
7.19
-2
0
2
8
8
Omega Ratio
1.47
1.47
0
1
1.5
2.5
2.5
Treynor Ratio
1.3
1.3
0
0.75
1.25
2
2
Information Ratio
0.31
0.31
0
0.3
0.6
1
1
Calmar Ratio
0.34
0.34
0
0.3
0.6
1
1
Beta
1.27
1.27
0
0.8
1.2
0
2
Sharpe Ratio
0.53
0.53
0
0.5
1
1.5
1.5
Sortino Ratio
1.06
1.06
0
1
2
3
3
Jensen's Alpha
7.19
7.19
-2
0
2
8
8
Omega Ratio
1.47
1.47
0
1
1.5
2.5
2.5
Treynor Ratio
1.3
1.3
0
0.75
1.25
2
2
Information Ratio
0.31
0.31
0
0.3
0.6
1
1
Calmar Ratio
0.34
0.34
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
33.82
High:
PLTR
231.34PLTRLow:
BRK.B
15.29BRK.BDetails
PEG Ratio
89.17
High:
ISRG
265.48ISRGLow:
UBSG.ZU
36.21UBSG.ZUDetails
Price/Book
11.88
High:PLTR
47.39PLTRLow:BRK.B
1.43BRK.BDetails
Price/Sales
12.07
High:PLTR
84.18PLTRLow:UBSG.ZU
1.68UBSG.ZUDetails
Price/CF
29.33
High:PLTR
214.31PLTRLow:
META
14.62METADetails
Price/FCF
54.83
High:PLTR
217.77PLTRLow:
AAPL
37.55AAPLDetails
P/E Ratio
33.82
High:PLTR
231.34PLTRLow:BRK.B
15.29BRK.BDetails
PEG Ratio
89.17
High:ISRG
265.48ISRGLow:UBSG.ZU
36.21UBSG.ZUDetails
Price/Book
11.88
High:PLTR
47.39PLTRLow:BRK.B
1.43BRK.BDetails
Price/Sales
12.07
High:PLTR
84.18PLTRLow:UBSG.ZU
1.68UBSG.ZUDetails
Price/CF
29.33
High:PLTR
214.31PLTRLow:META
14.62METADetails
Price/FCF
54.83
High:PLTR
217.77PLTRLow:AAPL
37.55AAPLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-52.14% | Jan 2018 | Dec 2020 | 35 |
-38.41% | Jan 2022 | Feb 2024 | 25 |
-14.6% | Nov 2025 | - | 6 |
-11.59% | Dec 2024 | May 2025 | 5 |
-6.67% | Sep 2021 | Oct 2021 | 1 |
-5.53% | Apr 2024 | May 2024 | 1 |
-3.43% | May 2021 | Jun 2021 | 1 |
-0.85% | Jul 2024 | Aug 2024 | 1 |
-0.75% | Feb 2021 | Apr 2021 | 2 |