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+0.23%
This Month
+22.06%
Year To Date
+70.14%
2 Years
+55.44%
5 Years
+55.44%
10 Years
+11.17%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs37.99%
- 👥 Copy Trading24.16%
- 💰 Finance15.86%
- 💻 Electronic Technology10.75%
- 🖥️ Technology Services10.62%
- 💵 Cash0.81%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq69.13%
- 🇺🇸 NYSE30.12%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States57.06%
- 🇨🇳 China2.42%
- 🇹🇼 Taiwan1.09%
- 🇱🇺 Luxembourg0.44%
- 🇮🇪 Ireland0.26%
Dividends
Dividend Yield
0.35%
4 out of 6 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $NDAQ (1.14%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 NDAQ | 0.18% | 1.14% | $0.9 |
 MSFT | 0.08% | 0.74% | $3 |
 AI-Revolution | 0.05% | 0.22% | - |
 AAPL | 0.04% | 0.38% | $0.97 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 SMH | Pay Day | Dec 24, 2025 | $0.00 |
 TSM (AI-Revolution) | Pay Day | Jan 8, 2026 | $0.84 |
Performance Metrics
Score 3.4/10
Beta
2.21
2.21
0
0.8
1.2
0
3
Sharpe Ratio
0.37
0.37
0
0.5
1
1.5
1.5
Sortino Ratio
0.58
0.58
0
1
2
3
3
Jensen's Alpha
-2
-2
-3
0
2
4.5
4.5
Omega Ratio
1.23
1.23
0
1
1.5
2.5
2.5
Treynor Ratio
0.56
0.56
0
0.75
1.25
2
2
Information Ratio
0.27
0.27
0
0.3
0.6
1
1
Calmar Ratio
0.21
0.21
0
0.3
0.6
1
1
Beta
2.21
2.21
0
0.8
1.2
0
3
Sharpe Ratio
0.37
0.37
0
0.5
1
1.5
1.5
Sortino Ratio
0.58
0.58
0
1
2
3
3
Jensen's Alpha
-2
-2
-3
0
2
4.5
4.5
Omega Ratio
1.23
1.23
0
1
1.5
2.5
2.5
Treynor Ratio
0.56
0.56
0
0.75
1.25
2
2
Information Ratio
0.27
0.27
0
0.3
0.6
1
1
Calmar Ratio
0.21
0.21
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
35.7
High:
AAPL
37.31AAPLLow:
NDAQ
33.36NDAQDetails
PEG Ratio
129.15
High:
MSFT
214.2MSFTLow:NDAQ
49.03NDAQDetails
Price/Book
17.12
High:AAPL
55.76AAPLLow:NDAQ
4.46NDAQDetails
Price/Sales
10.78
High:MSFT
12.16MSFTLow:NDAQ
6.63NDAQDetails
Price/CF
29.87
High:AAPL
34.06AAPLLow:NDAQ
21.93NDAQDetails
Price/FCF
54.62
High:MSFT
72.5MSFTLow:NDAQ
33.87NDAQDetails
P/E Ratio
35.7
High:AAPL
37.31AAPLLow:NDAQ
33.36NDAQDetails
PEG Ratio
129.15
High:MSFT
214.2MSFTLow:NDAQ
49.03NDAQDetails
Price/Book
17.12
High:AAPL
55.76AAPLLow:NDAQ
4.46NDAQDetails
Price/Sales
10.78
High:MSFT
12.16MSFTLow:NDAQ
6.63NDAQDetails
Price/CF
29.87
High:AAPL
34.06AAPLLow:NDAQ
21.93NDAQDetails
Price/FCF
54.62
High:MSFT
72.5MSFTLow:NDAQ
33.87NDAQDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-54.61% | Dec 2021 | Feb 2024 | 26 |
-11.44% | Apr 2024 | May 2024 | 1 |
-11.41% | Jul 2024 | Dec 2024 | 5 |
-9.64% | Feb 2025 | Jun 2025 | 4 |
-1.76% | Nov 2025 | - | 2 |