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-1.81%
This Month
-4.08%
Year To Date
+34.18%
2 Years
+50.55%
5 Years
+50.55%
10 Years
+9.71%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs41.31%
- 👥 Copy Trading23.7%
- 💰 Finance14.96%
- 💻 Electronic Technology10.36%
- 🖥️ Technology Services8.88%
- 💵 Cash0.97%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq70.09%
- 🇺🇸 NYSE29.02%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States54.28%
- 🇨🇳 China1.53%
- 🇹🇼 Taiwan1.01%
- 🇳🇱 Netherlands0.98%
Dividends
Dividend Yield
0.39%
4 out of 6 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $NDAQ (1.22%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 NDAQ | 0.18% | 1.22% | $0.9 |
 AI-Revolution | 0.09% | 0.39% | - |
 MSFT | 0.08% | 0.86% | $3 |
 AAPL | 0.04% | 0.4% | $0.97 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.3/10
Beta
2.21
2.21
0
0.8
1.2
0
3
Sharpe Ratio
0.35
0.35
0
0.5
1
1.5
1.5
Sortino Ratio
0.54
0.54
0
1
2
3
3
Jensen's Alpha
-2.37
-2.37
-3
0
2
4.5
4.5
Omega Ratio
1.21
1.21
0
1
1.5
2.5
2.5
Treynor Ratio
0.51
0.51
0
0.75
1.25
2
2
Information Ratio
0.24
0.24
0
0.3
0.6
1
1
Calmar Ratio
0.19
0.19
0
0.3
0.6
1
1
Beta
2.21
2.21
0
0.8
1.2
0
3
Sharpe Ratio
0.35
0.35
0
0.5
1
1.5
1.5
Sortino Ratio
0.54
0.54
0
1
2
3
3
Jensen's Alpha
-2.37
-2.37
-3
0
2
4.5
4.5
Omega Ratio
1.21
1.21
0
1
1.5
2.5
2.5
Treynor Ratio
0.51
0.51
0
0.75
1.25
2
2
Information Ratio
0.24
0.24
0
0.3
0.6
1
1
Calmar Ratio
0.19
0.19
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
29.53
High:AAPL
33.21AAPLLow:MSFT
25.35MSFTDetails
PEG Ratio
83.08
High:AAPL
129.82AAPLLow:NDAQ
47.42NDAQDetails
Price/Book
14.76
High:AAPL
43.77AAPLLow:NDAQ
4.15NDAQDetails
Price/Sales
9.24
High:MSFT
9.9MSFTLow:NDAQ
6.25NDAQDetails
Price/CF
26.38
High:AAPL
29.89AAPLLow:MSFT
22.48MSFTDetails
Price/FCF
45.91
High:MSFT
69.19MSFTLow:AAPL
37.55AAPLDetails
P/E Ratio
29.53
High:AAPL
33.21AAPLLow:MSFT
25.35MSFTDetails
PEG Ratio
83.08
High:AAPL
129.82AAPLLow:NDAQ
47.42NDAQDetails
Price/Book
14.76
High:AAPL
43.77AAPLLow:NDAQ
4.15NDAQDetails
Price/Sales
9.24
High:MSFT
9.9MSFTLow:NDAQ
6.25NDAQDetails
Price/CF
26.38
High:AAPL
29.89AAPLLow:MSFT
22.48MSFTDetails
Price/FCF
45.91
High:MSFT
69.19MSFTLow:AAPL
37.55AAPLDetails
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 |
-5.16% | Feb 2026 | - | 2 |
-1.76% | Nov 2025 | Jan 2026 | 2 |