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-8.25%
This Month
-5.76%
Year To Date
+76.04%
2 Years
+202.73%
5 Years
+202.73%
10 Years
+37.23%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology56.97%
- 🖥️ Technology Services32.32%
- 👥 Copy Trading7.77%
- 🧬 Health Technology2.52%
- 💵 Cash0.32%
- 🧩 Miscellaneous0.22%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq95.71%
- 🇺🇸 NYSE2.95%
- 🌍 Digital Currency0.92%
- 🇺🇸 Chicago Board Options Exchange0.22%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States96.86%
- 🇳🇱 Netherlands0.43%
- 🇬🇧 United Kingdom0.31%
- 🇺🇾 Uruguay0.06%
- 🇮🇹 Italy0.03%
Dividends
Dividend Yield
0.15%
6 out of 9 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: $SPY (1.16%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 NVDA | Pay Day | Apr 1, 2026 | $0.01 |
NVDA (ronrwolf13) | Pay Day | Apr 1, 2026 | $0.01 |
NVDA (BRobTx) | Pay Day | Apr 1, 2026 | $0.01 |
 MU | Pay Day | Apr 15, 2026 | $0.15 |
 RACE (BRobTx) | Ex-Dividend | Apr 20, 2026 | $4.27 |
RACE (BRobTx) | Pay Day | May 5, 2026 | $4.27 |
 MSFT | Ex-Dividend | May 21, 2026 | $0.91 |
MSFT | Pay Day | Jun 11, 2026 | $0.91 |
Performance Metrics
Score 8.9/10
Beta
1.15
1.15
0
0.8
1.2
0
2
Sharpe Ratio
1.41
1.41
0
0.5
1
2
2
Sortino Ratio
2.97
2.97
0
1
2
3
3
Jensen's Alpha
16.39
16.39
-2
0
2
17
17
Omega Ratio
2.49
2.49
0
1
1.5
3
3
Treynor Ratio
2.24
2.24
0
0.75
1.25
3
3
Information Ratio
1.17
1.17
0
0.3
0.6
2
2
Calmar Ratio
3.03
3.03
0
0.3
0.6
4
4
Beta
1.15
1.15
0
0.8
1.2
0
2
Sharpe Ratio
1.41
1.41
0
0.5
1
2
2
Sortino Ratio
2.97
2.97
0
1
2
3
3
Jensen's Alpha
16.39
16.39
-2
0
2
17
17
Omega Ratio
2.49
2.49
0
1
1.5
3
3
Treynor Ratio
2.24
2.24
0
0.75
1.25
3
3
Information Ratio
1.17
1.17
0
0.3
0.6
2
2
Calmar Ratio
3.03
3.03
0
0.3
0.6
4
4
Portfolio Valuation
Based on current positions
P/E Ratio
27.54
High:
NOW
59.54NOWLow:
CRWD
-499.57CRWDDetails
PEG Ratio
32.89
High:NOW
274.07NOWLow:MU
4.11MUDetails
Price/Book
12.16
High:NVDA
25.88NVDALow:MU
5.56MUDetails
Price/Sales
12.67
High:CRWD
19.83CRWDLow:
VKTX
-VKTXDetails
Price/CF
30.18
High:CRWD
70.67CRWDLow:MU
15.48MUDetails
Price/FCF
56.8
High:CRWD
91.78CRWDLow:NOW
35.05NOWDetails
P/E Ratio
27.54
High:NOW
59.54NOWLow:CRWD
-499.57CRWDDetails
PEG Ratio
32.89
High:NOW
274.07NOWLow:MU
4.11MUDetails
Price/Book
12.16
High:NVDA
25.88NVDALow:MU
5.56MUDetails
Price/Sales
12.67
High:CRWD
19.83CRWDLow:VKTX
-VKTXDetails
Price/CF
30.18
High:CRWD
70.67CRWDLow:MU
15.48MUDetails
Price/FCF
56.8
High:CRWD
91.78CRWDLow:NOW
35.05NOWDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-14.96% | Feb 2026 | - | 2 |
-12.71% | Aug 2022 | Nov 2022 | 3 |
-9.72% | Feb 2025 | May 2025 | 3 |
-8.38% | Aug 2023 | Nov 2023 | 3 |
-6.64% | Dec 2022 | Jan 2023 | 1 |
-5.19% | Nov 2025 | Jan 2026 | 2 |
-3.63% | Apr 2024 | Jun 2024 | 2 |
-2.66% | Dec 2024 | Jan 2025 | 1 |
-2.41% | Aug 2025 | Sep 2025 | 1 |
-2.33% | Jul 2024 | Aug 2024 | 1 |
-0.17% | Apr 2023 | May 2023 | 1 |