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0%
This Month
-0.63%
Year To Date
+35.48%
2 Years
+41.8%
5 Years
+41.8%
10 Years
+7.77%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services26.91%
- 💻 Electronic Technology25.3%
- 💰 Finance17.32%
- 🚗 Consumer Durables8.47%
- 🛍️ Retail Trade7.83%
- 📊 ETFs5.79%
- 🧩 Miscellaneous4.35%
- 👥 Copy Trading3.34%
- 🍞 Consumer Non Durables0.62%
- 💵 Cash0.05%
- 🪙 Cryptocurrencies0.02%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq62.67%
- 🇺🇸 NYSE30.61%
- 🇺🇸 Chicago Board Options Exchange3.29%
- 🇭🇰 Hong Kong Exchanges1.46%
- 🇬🇧 LSE1.31%
- 🇫🇷 Euronext Paris0.58%
- 🌍 Digital Currency0.03%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States79.07%
- 🇮🇳 India4.67%
- 🇨🇳 China3.06%
- 🇯🇵 Japan1.76%
- 🇬🇧 United Kingdom1.31%
- 🇫🇷 France0.34%
- 🇳🇱 Netherlands0.25%
- 🇹🇼 Taiwan0.2%
- 🇨🇦 Canada0.09%
Dividends
Dividend Yield
1.03%
18 out of 34 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $DX (14.89%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 DX | 0.32% | 14.89% | - |
 O | 0.18% | 4.98% | $3.09 |
 CSCO | 0.09% | 1.88% | $1.58 |
 INFY | 0.08% | 3.1% | $0.39 |
 BLK | 0.07% | 2.03% | $20.2 |
 TM | 0.05% | 2.62% | $4.64 |
 HPQ | 0.05% | 6.01% | $1.1 |
 Gserdan | 0.03% | 0.78% | - |
 HDB | 0.02% | 1.21% | $0.6 |
 AAPL | 0.02% | 0.38% | $0.97 |
 MSFT | 0.02% | 0.85% | $3 |
 NKE | 0.02% | 3.48% | $1.45 |
 TJX | 0.02% | 1.1% | $1.42 |
 GOOG | 0.01% | 0.25% | $0.2 |
 META | 0.01% | 0.31% | $1 |
 BABA | 0.01% | 0.73% | $0.98 |
 GOOGL | 0.01% | 0.25% | $0.2 |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
TJX | Ex-Dividend | May 14, 2026 | $0.48 |
O | Pay Day | May 15, 2026 | $0.27 |
MSFT | Ex-Dividend | May 21, 2026 | $0.91 |
MSFT (Gserdan) | Ex-Dividend | May 21, 2026 | $0.91 |
TJX | Pay Day | Jun 4, 2026 | $0.48 |
MSFT | Pay Day | Jun 11, 2026 | $0.91 |
MSFT (Gserdan) | Pay Day | Jun 11, 2026 | $0.91 |
 TSM (Gserdan) | Ex-Dividend | Jun 11, 2026 | $0.95 |
 DIS (Gserdan) | Ex-Dividend | Jun 30, 2026 | $0.75 |
TSM (Gserdan) | Pay Day | Jul 9, 2026 | $0.95 |
DIS (Gserdan) | Pay Day | Jul 22, 2026 | $0.75 |
Performance Metrics
Score 3/10
Beta
1.03
1.03
0
0.8
1.2
0
2
Sharpe Ratio
0.19
0.19
0
0.5
1
1.5
1.5
Sortino Ratio
0.26
0.26
0
1
2
3
3
Jensen's Alpha
-2.92
-2.92
-3
0
2
4.5
4.5
Omega Ratio
0.77
0.77
0
1
1.5
2.5
2.5
Treynor Ratio
0.27
0.27
0
0.75
1.25
2
2
Information Ratio
-0.34
-0.34
-1
0.3
0.6
1
1
Calmar Ratio
0.16
0.16
0
0.3
0.6
1
1
Beta
1.03
1.03
0
0.8
1.2
0
2
Sharpe Ratio
0.19
0.19
0
0.5
1
1.5
1.5
Sortino Ratio
0.26
0.26
0
1
2
3
3
Jensen's Alpha
-2.92
-2.92
-3
0
2
4.5
4.5
Omega Ratio
0.77
0.77
0
1
1.5
2.5
2.5
Treynor Ratio
0.27
0.27
0
0.75
1.25
2
2
Information Ratio
-0.34
-0.34
-1
0.3
0.6
1
1
Calmar Ratio
0.16
0.16
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
33.64
High:
CSGP
2,336.47CSGPLow:
03690.HK
-20.2203690.HKDetails
PEG Ratio
132.15
High:HDB
814.65HDBLow:
ACHR
-19.93ACHRDetails
Price/Book
8.42
High:AAPL
45.05AAPLLow:HPQ
-23.8HPQDetails
Price/Sales
7.82
High:ACHR
14,550.69ACHRLow:HPQ
0.33HPQDetails
Price/CF
26.1
High:
TSLA
107.92TSLALow:HPQ
4.89HPQDetails
Price/FCF
57.12
High:BABA
1,196.17BABALow:TM
8.98TMDetails
P/E Ratio
33.64
High:CSGP
2,336.47CSGPLow:03690.HK
-20.2203690.HKDetails
PEG Ratio
132.15
High:HDB
814.65HDBLow:ACHR
-19.93ACHRDetails
Price/Book
8.42
High:AAPL
45.05AAPLLow:HPQ
-23.8HPQDetails
Price/Sales
7.82
High:ACHR
14,550.69ACHRLow:HPQ
0.33HPQDetails
Price/CF
26.1
High:TSLA
107.92TSLALow:HPQ
4.89HPQDetails
Price/FCF
57.12
High:BABA
1,196.17BABALow:TM
8.98TMDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-33.88% | Nov 2021 | Jun 2024 | 31 |
-11.33% | Nov 2025 | - | 6 |
-9.21% | Feb 2025 | Jun 2025 | 4 |
-1.78% | Oct 2024 | Nov 2024 | 1 |