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+11.72%
This Month
+10.1%
Year To Date
+66.04%
2 Years
-87.37%
5 Years
-89.55%
10 Years
-34.52%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology82.15%
- 👥 Copy Trading17.84%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq55.6%
- 🇬🇧 LSE35.19%
- 🇺🇸 NYSE4.03%
- Regular Trading Hours - RTH0.68%
- 🌍 Digital Currency0.23%
- 🇨🇭 SIX0.05%
- 🇭🇰 Hong Kong Exchanges0.02%
- 🇩🇪 FRA0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States58.28%
- 🇰🇷 South Korea33.76%
- 🇨🇦 Canada0.66%
- 🇬🇧 United Kingdom0.63%
- 🇱🇺 Luxembourg0.54%
- 🇸🇬 Singapore0.08%
- 🇩🇪 Germany0.06%
- 🇨🇭 Switzerland0.05%
- 🇨🇳 China0.03%
Dividends
Dividend Yield
0.28%
4 out of 6 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: Ivanectus (0.74%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 SMSN.L | 0.2% | 0.6% | $23.68 |
 Ivanectus | 0.07% | 0.74% | - |
 steveli1029 | 0.01% | 0.23% | - |
 jerry902226 | 0% | 0.07% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 ORCL (jerry902226) | Pay Day | Apr 24, 2026 | $0.50 |
 0700.HK (steveli1029) | Ex-Dividend | May 15, 2026 | $0.68 |
 TS (Ivanectus) | Ex-Dividend | May 19, 2026 | $1.20 |
TS (Ivanectus) | Pay Day | May 20, 2026 | $1.20 |
0700.HK (steveli1029) | Pay Day | Jun 1, 2026 | $0.68 |
Performance Metrics
Score 2.4/10
Beta
0.8
0.8
0
0.8
1.2
0
2
Sharpe Ratio
-0.81
-0.81
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.94
-0.94
-1
1
2
3
3
Jensen's Alpha
-35.57
-35.57
-36
0
2
4.5
4.5
Omega Ratio
0.43
0.43
0
1
1.5
2.5
2.5
Treynor Ratio
-3.75
-3.75
-4
0.75
1.25
2
2
Information Ratio
-1.04
-1.04
-2
0.3
0.6
1
1
Calmar Ratio
-0.38
-0.38
-1
0.3
0.6
1
1
Beta
0.8
0.8
0
0.8
1.2
0
2
Sharpe Ratio
-0.81
-0.81
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.94
-0.94
-1
1
2
3
3
Jensen's Alpha
-35.57
-35.57
-36
0
2
4.5
4.5
Omega Ratio
0.43
0.43
0
1
1.5
2.5
2.5
Treynor Ratio
-3.75
-3.75
-4
0.75
1.25
2
2
Information Ratio
-1.04
-1.04
-2
0.3
0.6
1
1
Calmar Ratio
-0.38
-0.38
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
40.18
High:SMSN.L
30.45SMSN.LLow:
SNDK
-124.44SNDKDetails
PEG Ratio
108.06
High:SMSN.L
108.06SMSN.LLow:SMSN.L
108.06SMSN.LDetails
Price/Book
3.32
High:SNDK
13.69SNDKLow:SMSN.L
2.8SMSN.LDetails
Price/Sales
4.74
High:SNDK
16.5SNDKLow:SMSN.L
4.05SMSN.LDetails
Price/CF
10.51
High:SNDK
26.39SNDKLow:SMSN.L
9.18SMSN.LDetails
Price/FCF
28.37
High:SNDK
29.63SNDKLow:SMSN.L
28.08SMSN.LDetails
P/E Ratio
40.18
High:SMSN.L
30.45SMSN.LLow:SNDK
-124.44SNDKDetails
PEG Ratio
108.06
High:SMSN.L
108.06SMSN.LLow:SMSN.L
108.06SMSN.LDetails
Price/Book
3.32
High:SNDK
13.69SNDKLow:SMSN.L
2.8SMSN.LDetails
Price/Sales
4.74
High:SNDK
16.5SNDKLow:SMSN.L
4.05SMSN.LDetails
Price/CF
10.51
High:SNDK
26.39SNDKLow:SMSN.L
9.18SMSN.LDetails
Price/FCF
28.37
High:SNDK
29.63SNDKLow:SMSN.L
28.08SMSN.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-94.83% | Feb 2021 | - | 63 |