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+0.93%
This Month
+0.93%
Year To Date
+23.78%
2 Years
+5.78%
5 Years
+22.26%
10 Years
+3.84%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading28.62%
- 🧬 Health Technology24.97%
- 📊 ETFs24.1%
- 💵 Cash5.38%
- 💰 Finance5.02%
- 🛍️ Retail Trade3.3%
- 💻 Electronic Technology2.41%
- ⛏️ Energy Minerals1.72%
- 🚗 Consumer Durables1.49%
- 🖥️ Technology Services0.93%
- 🧪 Process Industries0.65%
- ⚡ Utilities0.54%
- 💇♀️ Consumer Services0.33%
- 🛠️ Producer Manufacturing0.25%
- 🪙 Cryptocurrencies0.07%
- 🍞 Consumer Non Durables0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE60.54%
- 🇺🇸 Nasdaq25.09%
- 🇬🇧 LSE4.71%
- 🇩🇪 FRA1.89%
- 🌍 Digital Currency0.93%
- 🇭🇰 Hong Kong Exchanges0.64%
- 🇩🇪 Xetra ETFs0.14%
- 🇳🇱 Euronext Amsterdam0.12%
- 🇫🇷 Euronext Paris0.1%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States30.96%
- 🇮🇪 Ireland24.8%
- 🇨🇳 China2.36%
- 🇩🇪 Germany1.89%
- 🇬🇧 United Kingdom1.8%
- 🇮🇱 Israel1.28%
- 🇹🇼 Taiwan0.99%
- 🇨🇦 Canada0.71%
- 🇳🇱 Netherlands0.55%
- 🇺🇾 Uruguay0.29%
- 🇸🇬 Singapore0.08%
- 🇰🇾 Cayman Islands0.06%
- 🇿🇦 South Africa0.06%
- 🇪🇸 Spain0.05%
- 🇭🇰 Hong Kong0.04%
Dividends
Dividend Yield
1.27%
13 out of 35 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $BXMT (9.71%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 MDT.US | 0.62% | 2.89% | $2.77 |
 BXMT | 0.47% | 9.71% | $2.48 |
 OXY | 0.04% | 2.27% | $0.8 |
 AI-Revolution | 0.04% | 0.37% | - |
 StanleyDruck13F | 0.03% | 0.32% | - |
 NEE | 0.01% | 2.72% | $1.97 |
 LLY | 0.01% | 0.6% | $4.86 |
 FIS | 0.01% | 2.67% | $1.76 |
 RHM.DE | 0.01% | 0.43% | $5.7 |
 ChinaTech | 0.01% | 0.92% | - |
 Momentum-LS | 0.01% | 0.34% | - |
 PHIA.NV | 0% | 3.48% | - |
 01211.HK | 0% | 1.46% | $3.41 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 BTI (Momentum-LS) | Pay Day | Feb 9, 2026 | $0.75 |
Performance Metrics
Score 2.7/10
Beta
0.78
0.78
0
0.8
1.2
0
2
Sharpe Ratio
0.11
0.11
0
0.5
1
1.5
1.5
Sortino Ratio
0.17
0.17
0
1
2
3
3
Jensen's Alpha
-7.77
-7.77
-8
0
2
4.5
4.5
Omega Ratio
0.38
0.38
0
1
1.5
2.5
2.5
Treynor Ratio
0.17
0.17
0
0.75
1.25
2
2
Information Ratio
-1.31
-1.31
-2
0.3
0.6
1
1
Calmar Ratio
0.11
0.11
0
0.3
0.6
1
1
Beta
0.78
0.78
0
0.8
1.2
0
2
Sharpe Ratio
0.11
0.11
0
0.5
1
1.5
1.5
Sortino Ratio
0.17
0.17
0
1
2
3
3
Jensen's Alpha
-7.77
-7.77
-8
0
2
4.5
4.5
Omega Ratio
0.38
0.38
0
1
1.5
2.5
2.5
Treynor Ratio
0.17
0.17
0
0.75
1.25
2
2
Information Ratio
-1.31
-1.31
-2
0.3
0.6
1
1
Calmar Ratio
0.11
0.11
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
30.27
High:FIS
189.2FISLow:
XPEV
-48.04XPEVDetails
PEG Ratio
142.93
High:RHM.DE
222.35RHM.DELow:
BIO
-117.77BIODetails
Price/Book
4.26
High:LLY
41.39LLYLow:
TTCFQ
0TTCFQDetails
Price/Sales
4.92
High:LLY
15.75LLYLow:TTCFQ
-TTCFQDetails
Price/CF
20.69
High:RHM.DE
91.83RHM.DELow:
CHTR
2.38CHTRDetails
Price/FCF
99.03
High:RHM.DE
5,198.92RHM.DELow:CHTR
8.55CHTRDetails
P/E Ratio
30.27
High:FIS
189.2FISLow:XPEV
-48.04XPEVDetails
PEG Ratio
142.93
High:RHM.DE
222.35RHM.DELow:BIO
-117.77BIODetails
Price/Book
4.26
High:LLY
41.39LLYLow:TTCFQ
0TTCFQDetails
Price/Sales
4.92
High:LLY
15.75LLYLow:TTCFQ
-TTCFQDetails
Price/CF
20.69
High:RHM.DE
91.83RHM.DELow:CHTR
2.38CHTRDetails
Price/FCF
99.03
High:RHM.DE
5,198.92RHM.DELow:CHTR
8.55CHTRDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-32.3% | Nov 2021 | Nov 2025 | 48 |
-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 | - | 2 |