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-3.8%
This Month
-1.12%
Year To Date
+41.49%
2 Years
+59.93%
5 Years
+144.81%
10 Years
+14.37%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology40.76%
- 🖥️ Technology Services38.75%
- 💵 Cash15.13%
- 👥 Copy Trading5.89%
- 🛍️ Retail Trade4.39%
- 💼 Commercial Services2.41%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq61.34%
- 🇺🇸 NYSE30.46%
- 🇬🇧 LSE0.26%
- 🇳🇱 Euronext Amsterdam0.11%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States74.76%
- 🇹🇼 Taiwan10.75%
- 🇳🇱 Netherlands3.33%
- 🇨🇦 Canada2.41%
- 🇰🇷 South Korea0.26%
- 🇮🇱 Israel0.23%
- 🇬🇧 United Kingdom0.22%
- 🇭🇰 Hong Kong0.21%
Dividends
Dividend Yield
0.24%
9 out of 18 instruments pay dividend.
11 dividend payments in the next 30 days.
Highest Dividend: $IBM (2.26%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 GOOGL | Ex-Dividend | Jun 8, 2026 | $0.22 |
 IBM | Pay Day | Jun 10, 2026 | $1.69 |
 MSFT | Pay Day | Jun 11, 2026 | $0.91 |
 TSM | Ex-Dividend | Jun 11, 2026 | $0.95 |
 AMAT (Chip-Tech) | Pay Day | Jun 11, 2026 | $0.53 |
TSM (Chip-Tech) | Ex-Dividend | Jun 11, 2026 | $0.95 |
 TER (Chip-Tech) | Pay Day | Jun 12, 2026 | $0.13 |
 META | Ex-Dividend | Jun 15, 2026 | $0.53 |
GOOGL | Pay Day | Jun 15, 2026 | $0.22 |
 SWKS (Chip-Tech) | Pay Day | Jun 16, 2026 | $0.71 |
 ADI.US (Chip-Tech) | Pay Day | Jun 16, 2026 | $1.10 |
 LRCX (Chip-Tech) | Ex-Dividend | Jun 17, 2026 | $0.26 |
META | Pay Day | Jun 25, 2026 | $0.53 |
 QCOM (Chip-Tech) | Pay Day | Jun 25, 2026 | $0.92 |
 NVDA | Pay Day | Jun 26, 2026 | $0.25 |
NVDA (Chip-Tech) | Pay Day | Jun 26, 2026 | $0.25 |
LRCX (Chip-Tech) | Pay Day | Jul 8, 2026 | $0.26 |
TSM | Pay Day | Jul 9, 2026 | $0.95 |
TSM (Chip-Tech) | Pay Day | Jul 9, 2026 | $0.95 |
 SIMO (Chip-Tech) | Ex-Dividend | Aug 6, 2026 | $0.50 |
SIMO (Chip-Tech) | Pay Day | Aug 20, 2026 | $0.50 |
Performance Metrics
Score 4.5/10
Beta
1.14
1.14
0
0.8
1.2
0
2
Sharpe Ratio
0.52
0.52
0
0.5
1
1.5
1.5
Sortino Ratio
0.83
0.83
0
1
2
3
3
Jensen's Alpha
-0.64
-0.64
-2
0
2
4.5
4.5
Omega Ratio
1.05
1.05
0
1
1.5
2.5
2.5
Treynor Ratio
0.99
0.99
0
0.75
1.25
2
2
Information Ratio
0.06
0.06
0
0.3
0.6
1
1
Calmar Ratio
0.33
0.33
0
0.3
0.6
1
1
Beta
1.14
1.14
0
0.8
1.2
0
2
Sharpe Ratio
0.52
0.52
0
0.5
1
1.5
1.5
Sortino Ratio
0.83
0.83
0
1
2
3
3
Jensen's Alpha
-0.64
-0.64
-2
0
2
4.5
4.5
Omega Ratio
1.05
1.05
0
1
1.5
2.5
2.5
Treynor Ratio
0.99
0.99
0
0.75
1.25
2
2
Information Ratio
0.06
0.06
0
0.3
0.6
1
1
Calmar Ratio
0.33
0.33
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
33.17
High:
AMD
171.72AMDLow:
NET
-1,081.92NETDetails
PEG Ratio
7.19
High:META
376.16METALow:
RKLB
-1,817.07RKLBDetails
Price/Book
15.06
High:
APP
79.52APPLow:
OKTA
3.14OKTADetails
Price/Sales
11.29
High:RKLB
106.86RKLBLow:
AMZN
3.72AMZNDetails
Price/CF
24.28
High:NET
118.18NETLow:META
11.83METADetails
Price/FCF
48.89
High:AMZN
325.85AMZNLow:OKTA
14.37OKTADetails
P/E Ratio
33.17
High:AMD
171.72AMDLow:NET
-1,081.92NETDetails
PEG Ratio
7.19
High:META
376.16METALow:RKLB
-1,817.07RKLBDetails
Price/Book
15.06
High:APP
79.52APPLow:OKTA
3.14OKTADetails
Price/Sales
11.29
High:RKLB
106.86RKLBLow:AMZN
3.72AMZNDetails
Price/CF
24.28
High:NET
118.18NETLow:META
11.83METADetails
Price/FCF
48.89
High:AMZN
325.85AMZNLow:OKTA
14.37OKTADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-41.33% | Apr 2022 | Sep 2024 | 29 |
-20.92% | Feb 2025 | Aug 2025 | 6 |
-17.08% | Nov 2025 | May 2026 | 6 |
-16.89% | Feb 2021 | Oct 2021 | 8 |
-14.56% | Feb 2020 | Apr 2020 | 2 |
-10.15% | Sep 2020 | Nov 2020 | 2 |
-4.65% | Dec 2021 | Mar 2022 | 3 |
-3.8% | Jun 2026 | - | 1 |