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-3.62%
This Month
+30.09%
Year To Date
+91.2%
2 Years
+136.48%
5 Years
+144.95%
10 Years
+12.25%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology58.05%
- 💵 Cash21.48%
- 🖥️ Technology Services8.43%
- 🚗 Consumer Durables4.17%
- 🛠️ Producer Manufacturing3.4%
- 💰 Finance3.13%
- 💇♀️ Consumer Services1.31%
- 🍞 Consumer Non Durables1.2%
- 👥 Copy Trading1.18%
- ⛏️ Energy Minerals1.13%
- 🛍️ Retail Trade0.98%
- 📦 Distribution Services0.86%
- 🧪 Process Industries0.56%
- 🧬 Health Technology0.54%
- 📡 Communications0.18%
- 📊 ETFs0.14%
- 💼 Commercial Services0.13%
- 🪙 Cryptocurrencies0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq46.95%
- 🇬🇧 LSE19.75%
- 🇺🇸 NYSE18.37%
- 🇩🇪 FRA0.17%
- 🇺🇸 Chicago Board Options Exchange0.14%
- 🌍 Digital Currency0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States62.99%
- 🇬🇧 United Kingdom19.75%
- 🇪🇸 Spain0.8%
- 🇨🇳 China0.47%
- 🇮🇪 Ireland0.39%
- 🇮🇱 Israel0.36%
- 🇯🇵 Japan0.18%
- 🇩🇪 Germany0.17%
- 🇨🇦 Canada0.13%
Dividends
Dividend Yield
0.46%
28 out of 59 instruments pay dividend.
12 dividend payments in the next 30 days.
Highest Dividend: $KHC (7.21%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 RR.L | 0.14% | 0.75% | - |
 AV.L | 0.04% | 6.49% | $0.33 |
 XOM | 0.03% | 2.68% | $3.76 |
 MS | 0.03% | 1.84% | $3.4 |
 DELL | 0.03% | 0.54% | $1.63 |
 QCOM | 0.03% | 1.52% | $3.25 |
 TAP | 0.02% | 4.99% | $1.7 |
 F | 0.02% | 3.92% | $0.78 |
 SON | 0.02% | 4.45% | $2.05 |
 KHC | 0.01% | 7.21% | $1.6 |
 SAN | 0.01% | 1.61% | $0.13 |
 LRCX | 0.01% | 0.32% | $8 |
 MU | 0.01% | 0.05% | $0.46 |
 INTU | 0.01% | 1.58% | $3.6 |
 JKS | 0.01% | 5.81% | $1.48 |
 DGE.L | 0.01% | 4.2% | $0.81 |
 PAH3.DE | 0.01% | 4.86% | $2.56 |
 ALLY | 0.01% | 2.83% | $1.2 |
 PSN.L | 0.01% | 5.53% | $0.6 |
 MRVL | 0% | 0.08% | $0.24 |
 WDC | 0% | 0.09% | - |
 META | 0% | 0.34% | $1 |
 Magnificent-7 | 0% | 0.28% | - |
 MMS | 0% | 2.08% | $1.18 |
 KRO | 0% | 2.92% | $0.76 |
 GE | 0% | 0.48% | $0.44 |
 JD.L | 0% | 1.41% | $0.01 |
 SONY | 0% | 0.5% | $0.49 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 GOOGL (Magnificent-7) | Ex-Dividend | Jun 8, 2026 | $0.22 |
XOM | Pay Day | Jun 10, 2026 | $1.03 |
SON | Pay Day | Jun 10, 2026 | $0.54 |
 MSFT (Magnificent-7) | Pay Day | Jun 11, 2026 | $0.91 |
TAP | Pay Day | Jun 12, 2026 | $0.48 |
META | Ex-Dividend | Jun 15, 2026 | $0.53 |
META (Magnificent-7) | Ex-Dividend | Jun 15, 2026 | $0.53 |
GOOGL (Magnificent-7) | Pay Day | Jun 15, 2026 | $0.22 |
WDC | Pay Day | Jun 17, 2026 | $0.15 |
LRCX | Ex-Dividend | Jun 17, 2026 | $0.26 |
PSN.L | Ex-Dividend | Jun 18, 2026 | $0.54 |
KRO | Pay Day | Jun 18, 2026 | $0.05 |
META | Pay Day | Jun 25, 2026 | $0.53 |
QCOM | Pay Day | Jun 25, 2026 | $0.92 |
META (Magnificent-7) | Pay Day | Jun 25, 2026 | $0.53 |
KHC | Pay Day | Jun 26, 2026 | $0.40 |
 NVDA (Magnificent-7) | Pay Day | Jun 26, 2026 | $0.25 |
JD.L | Ex-Dividend | Jul 2, 2026 | $0.01 |
LRCX | Pay Day | Jul 8, 2026 | $0.26 |
INTU | Ex-Dividend | Jul 9, 2026 | $1.20 |
PSN.L | Pay Day | Jul 10, 2026 | $0.54 |
INTU | Pay Day | Jul 17, 2026 | $1.20 |
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
43.47
High:
TSLA
382.29TSLALow:
CRWD
-3,814.8CRWDDetails
PEG Ratio
-48.29
High:
SMCI
1,274.14SMCILow:CRWD
-5,187.17CRWDDetails
Price/Book
13.28
High:LRCX
39.75LRCXLow:DELL
-111.41DELLDetails
Price/Sales
9.72
High:CRWD
36.4CRWDLow:JKS
0.13JKSDetails
Price/CF
17.24
High:PSN.L
153.98PSN.LLow:
LUMN
1.4LUMNDetails
Price/FCF
41.4
High:SON
728.67SONLow:JD.L
4.4JD.LDetails
P/E Ratio
43.47
High:TSLA
382.29TSLALow:CRWD
-3,814.8CRWDDetails
PEG Ratio
-48.29
High:SMCI
1,274.14SMCILow:CRWD
-5,187.17CRWDDetails
Price/Book
13.28
High:LRCX
39.75LRCXLow:DELL
-111.41DELLDetails
Price/Sales
9.72
High:CRWD
36.4CRWDLow:JKS
0.13JKSDetails
Price/CF
17.24
High:PSN.L
153.98PSN.LLow:LUMN
1.4LUMNDetails
Price/FCF
41.4
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 |
-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 |
-3.62% | Jun 2026 | - | 1 |
-2.39% | Dec 2024 | Jan 2025 | 1 |
-1.1% | Jan 2024 | Feb 2024 | 1 |
-1.1% | Oct 2024 | Nov 2024 | 1 |