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+5.72%
This Month
+1.78%
Year To Date
+21.71%
2 Years
+7.36%
5 Years
+23.29%
10 Years
+3.82%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading46.78%
- 🧬 Health Technology21.07%
- 📊 ETFs13.91%
- 💰 Finance5.08%
- 💵 Cash3.81%
- 🛍️ Retail Trade3.09%
- 💻 Electronic Technology2.31%
- 🚗 Consumer Durables1.46%
- 🖥️ Technology Services0.99%
- 🧪 Process Industries0.56%
- 💇♀️ Consumer Services0.42%
- 🛠️ Producer Manufacturing0.28%
- 🪙 Cryptocurrencies0.05%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE55.66%
- 🇺🇸 Nasdaq31.62%
- 🇬🇧 LSE5.21%
- 🇩🇪 FRA1.82%
- 🌍 Digital Currency1.12%
- 🇭🇰 Hong Kong Exchanges0.28%
- 🇳🇱 Euronext Amsterdam0.12%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States43.02%
- 🇮🇪 Ireland22.08%
- 🇮🇱 Israel1.95%
- 🇩🇪 Germany1.95%
- 🇨🇳 China1.6%
- 🇹🇼 Taiwan1.11%
- 🇳🇱 Netherlands0.9%
- 🇬🇧 United Kingdom0.75%
- 🇨🇦 Canada0.56%
- 🇭🇰 Hong Kong0.54%
- 🇨🇾 Cyprus0.45%
- 🇧🇲 Bermuda0.36%
- 🇲🇽 Mexico0.35%
- 🇺🇾 Uruguay0.28%
- 🇸🇬 Singapore0.27%
- 🇨🇭 Switzerland0.19%
- 🇰🇾 Cayman Islands0.12%
Dividends
Dividend Yield
1.28%
10 out of 29 instruments pay dividend.
9 dividend payments in the next 30 days.
Highest Dividend: $BXMT (9.38%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 MDT.US | 0.63% | 3.33% | $2.77 |
 BXMT | 0.47% | 9.38% | $2.48 |
 Momentum-LS | 0.07% | 0.44% | - |
 AI-Revolution | 0.04% | 0.34% | - |
 StanleyDruck13F | 0.03% | 0.26% | - |
 FIS | 0.01% | 3.41% | $1.76 |
 RHM.DE | 0.01% | 0.78% | $5.7 |
 LLY | 0.01% | 0.68% | $4.86 |
 PHIA.NV | 0% | 3.42% | - |
 01211.HK | 0% | 0.33% | $3.41 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 CRM (AI-Revolution) | Pay Day | Apr 23, 2026 | $0.44 |
 ORCL (AI-Revolution) | Pay Day | Apr 24, 2026 | $0.50 |
 ESLT (Momentum-LS) | Pay Day | Apr 27, 2026 | $1.00 |
 ENTG (StanleyDruck13F) | Ex-Dividend | Apr 29, 2026 | $0.10 |
 MRVL (AI-Revolution) | Pay Day | Apr 30, 2026 | $0.06 |
 TXN (AI-Revolution) | Ex-Dividend | May 5, 2026 | $1.42 |
 SIMO (Momentum-LS) | Ex-Dividend | May 7, 2026 | $0.50 |
PHIA.NV | Ex-Dividend | May 12, 2026 | $1.01 |
 ACN (Momentum-LS) | Pay Day | May 15, 2026 | $1.63 |
TXN (AI-Revolution) | Pay Day | May 19, 2026 | $1.42 |
 CAT (Momentum-LS) | Pay Day | May 19, 2026 | $1.51 |
ENTG (StanleyDruck13F) | Pay Day | May 20, 2026 | $0.10 |
 MSFT (AI-Revolution) | Ex-Dividend | May 21, 2026 | $0.91 |
 AMAT (AI-Revolution) | Ex-Dividend | May 21, 2026 | $0.53 |
AMAT (Momentum-LS) | Ex-Dividend | May 21, 2026 | $0.53 |
SIMO (Momentum-LS) | Pay Day | May 21, 2026 | $0.50 |
 GS (StanleyDruck13F) | Ex-Dividend | Jun 1, 2026 | $4.50 |
PHIA.NV | Pay Day | Jun 3, 2026 | $1.01 |
MSFT (AI-Revolution) | Pay Day | Jun 11, 2026 | $0.91 |
AMAT (AI-Revolution) | Pay Day | Jun 11, 2026 | $0.53 |
 TSM (AI-Revolution) | Ex-Dividend | Jun 11, 2026 | $0.95 |
TSM (StanleyDruck13F) | Ex-Dividend | Jun 11, 2026 | $0.95 |
AMAT (Momentum-LS) | Pay Day | Jun 11, 2026 | $0.53 |
 STM.US (StanleyDruck13F) | Ex-Dividend | Jun 23, 2026 | $0.09 |
GS (StanleyDruck13F) | Pay Day | Jun 29, 2026 | $4.50 |
STM.US (StanleyDruck13F) | Pay Day | Jun 30, 2026 | $0.09 |
TSM (AI-Revolution) | Pay Day | Jul 9, 2026 | $0.95 |
TSM (StanleyDruck13F) | Pay Day | Jul 9, 2026 | $0.95 |
Performance Metrics
Score 2.6/10
Beta
0.78
0.78
0
0.8
1.2
0
2
Sharpe Ratio
0.05
0.05
0
0.5
1
1.5
1.5
Sortino Ratio
0.08
0.08
0
1
2
3
3
Jensen's Alpha
-7.47
-7.47
-8
0
2
4.5
4.5
Omega Ratio
0.39
0.39
0
1
1.5
2.5
2.5
Treynor Ratio
0.08
0.08
0
0.75
1.25
2
2
Information Ratio
-1.24
-1.24
-2
0.3
0.6
1
1
Calmar Ratio
0.09
0.09
0
0.3
0.6
1
1
Beta
0.78
0.78
0
0.8
1.2
0
2
Sharpe Ratio
0.05
0.05
0
0.5
1
1.5
1.5
Sortino Ratio
0.08
0.08
0
1
2
3
3
Jensen's Alpha
-7.47
-7.47
-8
0
2
4.5
4.5
Omega Ratio
0.39
0.39
0
1
1.5
2.5
2.5
Treynor Ratio
0.08
0.08
0
0.75
1.25
2
2
Information Ratio
-1.24
-1.24
-2
0.3
0.6
1
1
Calmar Ratio
0.09
0.09
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
25.79
High:RHM.DE
96.6RHM.DELow:
CRCL
-195.08CRCLDetails
PEG Ratio
175.09
High:MDT.US
261.88MDT.USLow:
XPEV
-136.21XPEVDetails
Price/Book
3.59
High:LLY
33.01LLYLow:
EHTH
0.1EHTHDetails
Price/Sales
4.06
High:LLY
13.44LLYLow:EHTH
0.11EHTHDetails
Price/CF
21.45
High:LLY
60.39LLYLow:
CHTR
1.67CHTRDetails
Price/FCF
96.03
High:LLY
282.99LLYLow:CHTR
6.09CHTRDetails
P/E Ratio
25.79
High:RHM.DE
96.6RHM.DELow:CRCL
-195.08CRCLDetails
PEG Ratio
175.09
High:MDT.US
261.88MDT.USLow:XPEV
-136.21XPEVDetails
Price/Book
3.59
High:LLY
33.01LLYLow:EHTH
0.1EHTHDetails
Price/Sales
4.06
High:LLY
13.44LLYLow:EHTH
0.11EHTHDetails
Price/CF
21.45
High:LLY
60.39LLYLow:CHTR
1.67CHTRDetails
Price/FCF
96.03
High:LLY
282.99LLYLow:CHTR
6.09CHTRDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-32.3% | Nov 2021 | Nov 2025 | 48 |
-5.9% | Feb 2026 | - | 3 |
-4.77% | Sep 2021 | Oct 2021 | 1 |
-4.18% | Mar 2021 | Jun 2021 | 3 |
-3.27% | Sep 2020 | Nov 2020 | 2 |
-2.89% | Jul 2021 | Aug 2021 | 1 |
-1.83% | Dec 2025 | Jan 2026 | 1 |