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+0.21%
This Month
+0.96%
Year To Date
+48.01%
2 Years
+42.39%
5 Years
+63.65%
10 Years
+9.84%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading41.43%
- 💻 Electronic Technology27.78%
- 🧬 Health Technology8.49%
- ⚡ Utilities6.64%
- 💵 Cash5.78%
- 💰 Finance5.17%
- 🏭 Industrial Services2.07%
- 🛍️ Retail Trade1.91%
- 📊 ETFs1.65%
- 🪙 Cryptocurrencies0.05%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE46.56%
- 🇺🇸 Nasdaq35.71%
- 🌍 Digital Currency8.86%
- 🇭🇰 Hong Kong Exchanges0.76%
- 🇩🇪 FRA0.62%
- 🇺🇸 Chicago Board Options Exchange0.54%
- 🌍 Commodity0.28%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States52.92%
- 🇹🇼 Taiwan14.79%
- 🇬🇧 United Kingdom5.17%
- 🇨🇳 China2.14%
- 🇺🇾 Uruguay1.9%
- 🇩🇪 Germany0.62%
- 🇸🇬 Singapore0.45%
- 🇳🇱 Netherlands0.37%
- 🇯🇵 Japan0.34%
- 🇨🇭 Switzerland0.3%
Dividends
Dividend Yield
0.65%
9 out of 18 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $ET (7.13%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 ET | 0.15% | 7.13% | $1.25 |
 QCOM | 0.12% | 2.44% | $3.25 |
 TSM | 0.1% | 0.72% | $1.74 |
 BCS | 0.09% | 1.78% | $0.39 |
 LLY | 0.05% | 0.61% | $4.86 |
 InTheGame | 0.04% | 0.3% | - |
 VST | 0.03% | 0.51% | $0.85 |
 AI-Revolution | 0.03% | 0.38% | - |
 QuantumComputing | 0.03% | 0.52% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.6/10
Beta
1.3
1.3
0
0.8
1.2
0
2
Sharpe Ratio
0.39
0.39
0
0.5
1
1.5
1.5
Sortino Ratio
0.64
0.64
0
1
2
3
3
Jensen's Alpha
-2.84
-2.84
-3
0
2
4.5
4.5
Omega Ratio
1.01
1.01
0
1
1.5
2.5
2.5
Treynor Ratio
0.69
0.69
0
0.75
1.25
2
2
Information Ratio
0.01
0.01
0
0.3
0.6
1
1
Calmar Ratio
0.22
0.22
0
0.3
0.6
1
1
Beta
1.3
1.3
0
0.8
1.2
0
2
Sharpe Ratio
0.39
0.39
0
0.5
1
1.5
1.5
Sortino Ratio
0.64
0.64
0
1
2
3
3
Jensen's Alpha
-2.84
-2.84
-3
0
2
4.5
4.5
Omega Ratio
1.01
1.01
0
1
1.5
2.5
2.5
Treynor Ratio
0.69
0.69
0
0.75
1.25
2
2
Information Ratio
0.01
0.01
0
0.3
0.6
1
1
Calmar Ratio
0.22
0.22
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
39.18
High:VST
62.64VSTLow:BCS
11.16BCSDetails
PEG Ratio
348.69
High:
NXT.US
1,513.7NXT.USLow:BCS
45.1BCSDetails
Price/Book
11.96
High:LLY
36.63LLYLow:BCS
1.01BCSDetails
Price/Sales
12.42
High:TSM
16.41TSMLow:ET
0.75ETDetails
Price/CF
23.47
High:LLY
60.39LLYLow:ET
5.57ETDetails
Price/FCF
85.29
High:LLY
282.99LLYLow:
MELI
18.15MELIDetails
P/E Ratio
39.18
High:VST
62.64VSTLow:BCS
11.16BCSDetails
PEG Ratio
348.69
High:NXT.US
1,513.7NXT.USLow:BCS
45.1BCSDetails
Price/Book
11.96
High:LLY
36.63LLYLow:BCS
1.01BCSDetails
Price/Sales
12.42
High:TSM
16.41TSMLow:ET
0.75ETDetails
Price/CF
23.47
High:LLY
60.39LLYLow:ET
5.57ETDetails
Price/FCF
85.29
High:LLY
282.99LLYLow:MELI
18.15MELIDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-49.36% | May 2021 | Nov 2024 | 42 |
-15.5% | Feb 2025 | Jun 2025 | 4 |
-7.68% | Nov 2025 | - | 5 |
-2.2% | Dec 2024 | Jan 2025 | 1 |