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+0.34%
This Month
+5.51%
Year To Date
+29.44%
2 Years
-0.69%
5 Years
-0.34%
10 Years
-0.07%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading40.64%
- 🧩 Miscellaneous17.23%
- 💵 Cash16.39%
- 💰 Finance9.43%
- 💻 Electronic Technology5.51%
- 🖥️ Technology Services5.11%
- 🚗 Consumer Durables3.33%
- 🪙 Cryptocurrencies2.63%
- 📊 ETFs1.43%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq48.18%
- 🇺🇸 NYSE27.22%
- Regular Trading Hours - RTH6.12%
- 🌍 Digital Currency3.76%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States52.85%
- 🇧🇲 Bermuda2.1%
Dividends
Dividend Yield
0.36%
8 out of 11 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $DIA.US (1.42%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 MA | Pay Day | May 8, 2026 | $0.87 |
 V | Ex-Dividend | May 12, 2026 | $0.67 |
 MSFT | Ex-Dividend | May 21, 2026 | $0.91 |
V | Pay Day | Jun 1, 2026 | $0.67 |
 GOOGL (NoImportan3) | Ex-Dividend | Jun 8, 2026 | $0.22 |
 G.US (NoImportan3) | Ex-Dividend | Jun 10, 2026 | $0.19 |
MSFT | Pay Day | Jun 11, 2026 | $0.91 |
GOOGL (NoImportan3) | Pay Day | Jun 15, 2026 | $0.22 |
G.US (NoImportan3) | Pay Day | Jun 25, 2026 | $0.19 |
Performance Metrics
Score 2.2/10
Beta
1.52
1.52
0
0.8
1.2
0
2
Sharpe Ratio
-0.09
-0.09
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.12
-0.12
-1
1
2
3
3
Jensen's Alpha
-12.69
-12.69
-13
0
2
4.5
4.5
Omega Ratio
0.6
0.6
0
1
1.5
2.5
2.5
Treynor Ratio
-0.13
-0.13
-1
0.75
1.25
2
2
Information Ratio
-0.64
-0.64
-1
0.3
0.6
1
1
Calmar Ratio
-0.05
-0.05
-1
0.3
0.6
1
1
Beta
1.52
1.52
0
0.8
1.2
0
2
Sharpe Ratio
-0.09
-0.09
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.12
-0.12
-1
1
2
3
3
Jensen's Alpha
-12.69
-12.69
-13
0
2
4.5
4.5
Omega Ratio
0.6
0.6
0
1
1.5
2.5
2.5
Treynor Ratio
-0.13
-0.13
-1
0.75
1.25
2
2
Information Ratio
-0.64
-0.64
-1
0.3
0.6
1
1
Calmar Ratio
-0.05
-0.05
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
35.23
High:
TSLA
357.04TSLALow:MSFT
24.68MSFTDetails
PEG Ratio
120.48
High:V
212.17VLow:
NVDA
61.24NVDADetails
Price/Book
15.06
High:MA
65.41MALow:MSFT
7.43MSFTDetails
Price/Sales
14.86
High:NVDA
22.45NVDALow:MSFT
9.69MSFTDetails
Price/CF
28.58
High:TSLA
79.58TSLALow:MSFT
16.2MSFTDetails
Price/FCF
56.47
High:TSLA
187.89TSLALow:MA
30.72MADetails
P/E Ratio
35.23
High:TSLA
357.04TSLALow:MSFT
24.68MSFTDetails
PEG Ratio
120.48
High:V
212.17VLow:NVDA
61.24NVDADetails
Price/Book
15.06
High:MA
65.41MALow:MSFT
7.43MSFTDetails
Price/Sales
14.86
High:NVDA
22.45NVDALow:MSFT
9.69MSFTDetails
Price/CF
28.58
High:TSLA
79.58TSLALow:MSFT
16.2MSFTDetails
Price/FCF
56.47
High:TSLA
187.89TSLALow:MA
30.72MADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-48.57% | Jan 2022 | - | 53 |
-14.81% | Jul 2021 | Nov 2021 | 4 |