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-9.24%
This Month
+35.05%
Year To Date
+98.36%
2 Years
+162.79%
5 Years
+154.29%
10 Years
+12.65%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology64.52%
- 🖥️ Technology Services7.91%
- 🛠️ Producer Manufacturing5.04%
- 💵 Cash4.63%
- 🚗 Consumer Durables3.8%
- 💰 Finance3.46%
- ⛏️ Energy Minerals2.47%
- 🏭 Industrial Services2.17%
- 🍞 Consumer Non Durables1.36%
- 💇♀️ Consumer Services1.31%
- 👥 Copy Trading1.16%
- 🛍️ Retail Trade1.13%
- 📦 Distribution Services0.85%
- 🧪 Process Industries0.64%
- 🧬 Health Technology0.5%
- 📊 ETFs0.13%
- 💼 Commercial Services0.13%
- 🪙 Cryptocurrencies0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq48.13%
- 🇺🇸 NYSE25.89%
- 🇬🇧 LSE22.26%
- 🇩🇪 FRA0.15%
- 🇺🇸 Chicago Board Options Exchange0.13%
- 🌍 Digital Currency0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States66.95%
- 🇬🇧 United Kingdom22.26%
- 🇸🇬 Singapore2.36%
- 🇳🇱 Netherlands2.33%
- 🇪🇸 Spain0.91%
- 🇨🇳 China0.5%
- 🇮🇪 Ireland0.39%
- 🇮🇱 Israel0.3%
- 🇯🇵 Japan0.17%
- 🇩🇪 Germany0.15%
- 🇨🇦 Canada0.1%
Dividends
Dividend Yield
0.54%
31 out of 61 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $JKS (9.18%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 RR.L | 0.14% | 0.68% | - |
 DELL | 0.05% | 0.53% | $1.63 |
 CVX.US | 0.05% | 3.61% | $6.28 |
 AV.L | 0.04% | 5.73% | $0.33 |
 XOM | 0.03% | 2.63% | $3.76 |
 MS | 0.03% | 1.83% | $3.4 |
 TAP | 0.02% | 4.68% | $1.7 |
 SON | 0.02% | 3.86% | $2.05 |
 F | 0.02% | 4.18% | $0.78 |
 KHC | 0.01% | 6.2% | $1.6 |
 SAN | 0.01% | 1.46% | $0.13 |
 CAT | 0.01% | 0.69% | $5.31 |
 LRCX | 0.01% | 0.33% | $8 |
 MU | 0.01% | 0.05% | $0.46 |
 JKS | 0.01% | 9.18% | $1.48 |
 ASML | 0.01% | 0.42% | $5.57 |
 DGE.L | 0.01% | 3.98% | $0.81 |
 INTU | 0.01% | 1.68% | $3.6 |
 PAH3.DE | 0.01% | 5.46% | $2.56 |
 STX.US | 0.01% | 0.32% | $2.8 |
 PSN.L | 0.01% | 5.48% | $0.6 |
 ALLY | 0.01% | 2.69% | $1.2 |
 WDC | 0.01% | 0.09% | - |
 META | 0% | 0.34% | $1 |
 Magnificent-7 | 0% | 0.3% | - |
 MMS | 0% | 2.24% | $1.18 |
 KRO | 0% | 2.82% | $0.76 |
 GE | 0% | 0.49% | $0.44 |
 JD.L | 0% | 1.38% | $0.01 |
 PWR | 0% | 0.07% | $0.35 |
 SONY | 0% | 0.53% | $0.49 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
JD.L | Pay Day | Jul 31, 2026 | $0.01 |
Performance Metrics
Score 5.5/10
Beta
1.05
1.05
0
0.8
1.2
0
2
Sharpe Ratio
0.35
0.35
0
0.5
1
1.5
1.5
Sortino Ratio
0.65
0.65
0
1
2
3
3
Jensen's Alpha
7.64
7.64
-2
0
2
8
8
Omega Ratio
1.2
1.2
0
1
1.5
2.5
2.5
Treynor Ratio
1.46
1.46
0
0.75
1.25
2
2
Information Ratio
0.16
0.16
0
0.3
0.6
1
1
Calmar Ratio
0.15
0.15
0
0.3
0.6
1
1
Beta
1.05
1.05
0
0.8
1.2
0
2
Sharpe Ratio
0.35
0.35
0
0.5
1
1.5
1.5
Sortino Ratio
0.65
0.65
0
1
2
3
3
Jensen's Alpha
7.64
7.64
-2
0
2
8
8
Omega Ratio
1.2
1.2
0
1
1.5
2.5
2.5
Treynor Ratio
1.46
1.46
0
0.75
1.25
2
2
Information Ratio
0.16
0.16
0
0.3
0.6
1
1
Calmar Ratio
0.15
0.15
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
28.36
High:
TSLA
372.52TSLALow:
CRWD
-3,974.1CRWDDetails
PEG Ratio
-31.99
High:
ANF
940.99ANFLow:CRWD
-5,401.66CRWDDetails
Price/Book
11.42
High:STX.US
186.56STX.USLow:DELL
-201.07DELLDetails
Price/Sales
7.45
High:CRWD
37.9CRWDLow:JKS
0.09JKSDetails
Price/CF
20.36
High:PSN.L
153.98PSN.LLow:
JACK
2.29JACKDetails
Price/FCF
38.95
High:SON
728.67SONLow:JD.L
4.4JD.LDetails
P/E Ratio
28.36
High:TSLA
372.52TSLALow:CRWD
-3,974.1CRWDDetails
PEG Ratio
-31.99
High:ANF
940.99ANFLow:CRWD
-5,401.66CRWDDetails
Price/Book
11.42
High:STX.US
186.56STX.USLow:DELL
-201.07DELLDetails
Price/Sales
7.45
High:CRWD
37.9CRWDLow:JKS
0.09JKSDetails
Price/CF
20.36
High:PSN.L
153.98PSN.LLow:JACK
2.29JACKDetails
Price/FCF
38.95
High:SON
728.67SONLow:JD.L
4.4JD.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-61.42% | May 2018 | Jun 2021 | 37 |
-44.39% | Mar 2018 | Apr 2018 | 1 |
-34.01% | Dec 2021 | Dec 2023 | 24 |
-9.26% | Mar 2026 | Apr 2026 | 1 |
-9.24% | Jul 2026 | - | 1 |
-8.68% | Feb 2025 | May 2025 | 3 |
-7.48% | Jul 2021 | Oct 2021 | 3 |
-6.98% | Nov 2025 | Feb 2026 | 3 |
-3.82% | Apr 2024 | May 2024 | 1 |
-2.39% | Dec 2024 | Jan 2025 | 1 |
-1.1% | Jan 2024 | Feb 2024 | 1 |
-1.1% | Oct 2024 | Nov 2024 | 1 |