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-8.72%
This Month
+10.44%
Year To Date
+169.92%
2 Years
+266.29%
5 Years
+266.29%
10 Years
+52.36%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading51.14%
- 🧬 Health Technology15.45%
- 💻 Electronic Technology10.46%
- 🍞 Consumer Non Durables9.83%
- 🏥 Health Services8.36%
- 📡 Communications4.76%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq52.7%
- 🇺🇸 NYSE41.55%
- 🇬🇧 LSE5.7%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States83.15%
- 🇨🇦 Canada4.45%
- 🇬🇧 United Kingdom2.44%
- 🇺🇾 Uruguay2.39%
- 🇦🇺 Australia2.18%
Dividends
Dividend Yield
0.17%
1 out of 8 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: Ivanectus (0.33%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 Ivanectus | 0.17% | 0.33% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 UNH (Ivanectus) | Ex-Dividend | Dec 14, 2026 | $2.21 |
 DLO (Ivanectus) | Ex-Dividend | May 27, 2027 | $0.19 |
Performance Metrics
Score 8.3/10
Beta
1.74
1.74
0
0.8
1.2
0
2
Sharpe Ratio
1.17
1.17
0
0.5
1
2
2
Sortino Ratio
2.71
2.71
0
1
2
3
3
Jensen's Alpha
17.35
17.35
-2
0
2
18
18
Omega Ratio
2.38
2.38
0
1
1.5
3
3
Treynor Ratio
2.01
2.01
0
0.75
1.25
3
3
Information Ratio
0.9
0.9
0
0.3
0.6
1
1
Calmar Ratio
1.88
1.88
0
0.3
0.6
2
2
Beta
1.74
1.74
0
0.8
1.2
0
2
Sharpe Ratio
1.17
1.17
0
0.5
1
2
2
Sortino Ratio
2.71
2.71
0
1
2
3
3
Jensen's Alpha
17.35
17.35
-2
0
2
18
18
Omega Ratio
2.38
2.38
0
1
1.5
3
3
Treynor Ratio
2.01
2.01
0
0.75
1.25
3
3
Information Ratio
0.9
0.9
0
0.3
0.6
1
1
Calmar Ratio
1.88
1.88
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
-48.98
High:
CELH
119.03CELHLow:
RKLB
-261.16RKLBDetails
PEG Ratio
1.42
High:
DECK
1.42DECKLow:DECK
1.42DECKDetails
Price/Book
7.87
High:
HIMS
21.36HIMSLow:
QTRX
0.76QTRXDetails
Price/Sales
7.58
High:
ASTS
151.58ASTSLow:QTRX
1.17QTRXDetails
Price/CF
16.11
High:HIMS
30.15HIMSLow:DECK
11.52DECKDetails
Price/FCF
21.11
High:HIMS
124.23HIMSLow:DECK
12.31DECKDetails
P/E Ratio
-48.98
High:CELH
119.03CELHLow:RKLB
-261.16RKLBDetails
PEG Ratio
1.42
High:DECK
1.42DECKLow:DECK
1.42DECKDetails
Price/Book
7.87
High:HIMS
21.36HIMSLow:QTRX
0.76QTRXDetails
Price/Sales
7.58
High:ASTS
151.58ASTSLow:QTRX
1.17QTRXDetails
Price/CF
16.11
High:HIMS
30.15HIMSLow:DECK
11.52DECKDetails
Price/FCF
21.11
High:HIMS
124.23HIMSLow:DECK
12.31DECKDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-26.1% | Nov 2025 | May 2026 | 6 |
-18.57% | Feb 2025 | May 2025 | 3 |
-11.15% | Jul 2026 | - | 4 |
-8.93% | Aug 2023 | Dec 2023 | 4 |
-5.4% | Apr 2024 | Jun 2024 | 2 |