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+13.63%
This Month
+13.2%
Year To Date
+54.62%
2 Years
+41.08%
5 Years
-37.61%
10 Years
-6.83%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology59.76%
- 👥 Copy Trading20.93%
- 🧩 Miscellaneous7.09%
- 📊 ETFs4.21%
- 🖥️ Technology Services3.32%
- ⛏️ Energy Minerals2.35%
- 📈 Indexes1.93%
- 💵 Cash0.54%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE47.11%
- 🇺🇸 Nasdaq34.33%
- 🇬🇧 LSE8.56%
- 🇺🇸 Chicago Board Options Exchange2.41%
- 🌍 CFD1.93%
- 🇫🇷 Euronext Paris1%
- 🇩🇪 FRA0.9%
- 🇮🇹 Borsa Italiana0.55%
- 🌍 FX0.34%
- 🇪🇸 Bolsa De Madrid0.34%
- 🇳🇱 Euronext Amsterdam0.15%
- 🇸🇪 Stockholm Stock Exchange0.13%
- 🇳🇴 Oslo Stock Exchange0.12%
- 🇭🇰 Hong Kong Exchanges0.05%
Countries Breakdown
- Country
- Total
- 🇹🇼 Taiwan37.06%
- 🇺🇸 United States36.78%
- 🇳🇱 Netherlands2.04%
- 🇬🇧 United Kingdom1.43%
- 🇱🇺 Luxembourg1.03%
- 🇩🇪 Germany0.9%
- 🇫🇷 France0.89%
- 🇮🇹 Italy0.55%
- 🇨🇳 China0.37%
- 🇪🇸 Spain0.34%
- 🇮🇱 Israel0.29%
- 🇸🇪 Sweden0.13%
- 🇳🇴 Norway0.12%
- 🇰🇷 South Korea0.11%
- 🇭🇰 Hong Kong0.1%
- 🇨🇾 Cyprus0.09%
- 🇬🇮 Gibraltar0%
Dividends
Dividend Yield
0.46%
13 out of 23 instruments pay dividend.
15 dividend payments in the next 30 days.
Highest Dividend: $XOM (2.73%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 TSM | 0.21% | 0.62% | $1.74 |
 XOM | 0.06% | 2.73% | $3.76 |
 RenewableEnergy | 0.05% | 1.23% | - |
 Richardstroud | 0.04% | 1.54% | - |
 EuropeDefense | 0.03% | 0.99% | - |
 ASX | 0.02% | 0.89% | $0.23 |
 AI-Revolution | 0.01% | 0.34% | - |
 Chip-Tech | 0.01% | 0.33% | - |
 ASML | 0.01% | 0.51% | $5.57 |
 NVDA | 0% | 0.02% | $0.02 |
 BigTech | 0% | 0.23% | - |
 IUKP.L | 0% | 0.04% | - |
 ITWN.L | 0% | 0.01% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 SAN.PA (Richardstroud) | Ex-Dividend | May 5, 2026 | $4.84 |
 TXN (AI-Revolution) | Ex-Dividend | May 5, 2026 | $1.42 |
 MRO.L (EuropeDefense) | Pay Day | May 5, 2026 | $0.07 |
SAN.PA (Richardstroud) | Pay Day | May 7, 2026 | $4.84 |
 SIMO (Chip-Tech) | Ex-Dividend | May 7, 2026 | $0.50 |
 SRP.L (EuropeDefense) | Pay Day | May 8, 2026 | $0.04 |
 OSB.L (Richardstroud) | Pay Day | May 13, 2026 | $0.32 |
 AV.L (Richardstroud) | Pay Day | May 14, 2026 | $0.35 |
 TSCO.L (Richardstroud) | Ex-Dividend | May 14, 2026 | $0.13 |
 LNT (RenewableEnergy) | Pay Day | May 15, 2026 | $0.54 |
 PG (Richardstroud) | Pay Day | May 15, 2026 | $1.09 |
 0700.HK (Richardstroud) | Ex-Dividend | May 15, 2026 | $0.68 |
 HO.PA (EuropeDefense) | Ex-Dividend | May 18, 2026 | $3.43 |
TXN (AI-Revolution) | Pay Day | May 19, 2026 | $1.42 |
 LSEG.L (Richardstroud) | Pay Day | May 20, 2026 | $1.39 |
HO.PA (EuropeDefense) | Pay Day | May 20, 2026 | $3.43 |
 MSFT (Richardstroud) | Ex-Dividend | May 21, 2026 | $0.91 |
MSFT (AI-Revolution) | Ex-Dividend | May 21, 2026 | $0.91 |
 AMAT (AI-Revolution) | Ex-Dividend | May 21, 2026 | $0.53 |
AMAT (Chip-Tech) | Ex-Dividend | May 21, 2026 | $0.53 |
SIMO (Chip-Tech) | Pay Day | May 21, 2026 | $0.50 |
MSFT (BigTech) | Ex-Dividend | May 21, 2026 | $0.91 |
AMAT (BigTech) | Ex-Dividend | May 21, 2026 | $0.53 |
 IBE.MC (RenewableEnergy) | Ex-Dividend | May 28, 2026 | $0.01 |
 GRG.L (Richardstroud) | Pay Day | May 29, 2026 | $0.67 |
IBE.MC (RenewableEnergy) | Pay Day | Jun 1, 2026 | $0.01 |
 ETR (RenewableEnergy) | Pay Day | Jun 1, 2026 | $0.64 |
0700.HK (Richardstroud) | Pay Day | Jun 1, 2026 | $0.68 |
 CAP.PA (EuropeDefense) | Ex-Dividend | Jun 2, 2026 | $4.03 |
 RR.L (EuropeDefense) | Pay Day | Jun 3, 2026 | $0.07 |
 QCOM (Richardstroud) | Ex-Dividend | Jun 4, 2026 | $0.92 |
 DGE.L (Richardstroud) | Pay Day | Jun 4, 2026 | $0.20 |
CAP.PA (EuropeDefense) | Pay Day | Jun 4, 2026 | $4.03 |
 BA.L (EuropeDefense) | Pay Day | Jun 4, 2026 | $0.31 |
QCOM (Chip-Tech) | Ex-Dividend | Jun 4, 2026 | $0.92 |
TSM | Ex-Dividend | Jun 11, 2026 | $0.95 |
MSFT (Richardstroud) | Pay Day | Jun 11, 2026 | $0.91 |
MSFT (AI-Revolution) | Pay Day | Jun 11, 2026 | $0.91 |
AMAT (AI-Revolution) | Pay Day | Jun 11, 2026 | $0.53 |
TSM (AI-Revolution) | Ex-Dividend | Jun 11, 2026 | $0.95 |
 R3NK.DE (EuropeDefense) | Ex-Dividend | Jun 11, 2026 | $0.67 |
AMAT (Chip-Tech) | Pay Day | Jun 11, 2026 | $0.53 |
TSM (Chip-Tech) | Ex-Dividend | Jun 11, 2026 | $0.95 |
MSFT (BigTech) | Pay Day | Jun 11, 2026 | $0.91 |
AMAT (BigTech) | Pay Day | Jun 11, 2026 | $0.53 |
TSM (BigTech) | Ex-Dividend | Jun 11, 2026 | $0.95 |
R3NK.DE (EuropeDefense) | Pay Day | Jun 15, 2026 | $0.67 |
 LDO.MI (EuropeDefense) | Ex-Dividend | Jun 22, 2026 | $0.73 |
LDO.MI (EuropeDefense) | Pay Day | Jun 24, 2026 | $0.73 |
QCOM (Richardstroud) | Pay Day | Jun 25, 2026 | $0.92 |
QCOM (Chip-Tech) | Pay Day | Jun 25, 2026 | $0.92 |
TSCO.L (Richardstroud) | Pay Day | Jun 26, 2026 | $0.13 |
 DIS (Richardstroud) | Ex-Dividend | Jun 30, 2026 | $0.75 |
 NXT.L (Richardstroud) | Ex-Dividend | Jul 2, 2026 | $2.42 |
 IDR.MC (EuropeDefense) | Ex-Dividend | Jul 7, 2026 | $0.35 |
TSM | Pay Day | Jul 9, 2026 | $0.95 |
TSM (AI-Revolution) | Pay Day | Jul 9, 2026 | $0.95 |
IDR.MC (EuropeDefense) | Pay Day | Jul 9, 2026 | $0.35 |
TSM (Chip-Tech) | Pay Day | Jul 9, 2026 | $0.95 |
TSM (BigTech) | Pay Day | Jul 9, 2026 | $0.95 |
DIS (Richardstroud) | Pay Day | Jul 22, 2026 | $0.75 |
NXT.L (Richardstroud) | Pay Day | Aug 3, 2026 | $2.42 |
Performance Metrics
Score 2.5/10
Beta
0.76
0.76
0
0.8
1.2
0
2
Sharpe Ratio
-0.37
-0.37
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.42
-0.42
-1
1
2
3
3
Jensen's Alpha
-15.76
-15.76
-16
0
2
4.5
4.5
Omega Ratio
0.41
0.41
0
1
1.5
2.5
2.5
Treynor Ratio
-0.95
-0.95
-1
0.75
1.25
2
2
Information Ratio
-0.97
-0.97
-1
0.3
0.6
1
1
Calmar Ratio
-0.13
-0.13
-1
0.3
0.6
1
1
Beta
0.76
0.76
0
0.8
1.2
0
2
Sharpe Ratio
-0.37
-0.37
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.42
-0.42
-1
1
2
3
3
Jensen's Alpha
-15.76
-15.76
-16
0
2
4.5
4.5
Omega Ratio
0.41
0.41
0
1
1.5
2.5
2.5
Treynor Ratio
-0.95
-0.95
-1
0.75
1.25
2
2
Information Ratio
-0.97
-0.97
-1
0.3
0.6
1
1
Calmar Ratio
-0.13
-0.13
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
38.06
High:ASML
49.19ASMLLow:
DUOL
12.44DUOLDetails
PEG Ratio
70.85
High:ASML
186.21ASMLLow:DUOL
3.63DUOLDetails
Price/Book
17.27
High:NVDA
31.22NVDALow:XOM
2.36XOMDetails
Price/Sales
17.15
High:NVDA
22.86NVDALow:XOM
1.92XOMDetails
Price/CF
31.41
High:NVDA
44.64NVDALow:ASX
7.82ASXDetails
Price/FCF
64.29
High:TSM
86.82TSMLow:DUOL
23.64DUOLDetails
P/E Ratio
38.06
High:ASML
49.19ASMLLow:DUOL
12.44DUOLDetails
PEG Ratio
70.85
High:ASML
186.21ASMLLow:DUOL
3.63DUOLDetails
Price/Book
17.27
High:NVDA
31.22NVDALow:XOM
2.36XOMDetails
Price/Sales
17.15
High:NVDA
22.86NVDALow:XOM
1.92XOMDetails
Price/CF
31.41
High:NVDA
44.64NVDALow:ASX
7.82ASXDetails
Price/FCF
64.29
High:TSM
86.82TSMLow:DUOL
23.64DUOLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-65.5% | Nov 2019 | - | 78 |