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-4.41%
This Month
+3.8%
Year To Date
+36.44%
2 Years
+48.12%
5 Years
+48.12%
10 Years
+8.62%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services26.65%
- 💻 Electronic Technology25.93%
- 💰 Finance17.45%
- 🚗 Consumer Durables8.58%
- 🛍️ Retail Trade7.06%
- 📊 ETFs5.37%
- 🧩 Miscellaneous5.18%
- 👥 Copy Trading3.17%
- 🍞 Consumer Non Durables0.58%
- 💵 Cash0.01%
- 🪙 Cryptocurrencies0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq61.48%
- 🇺🇸 NYSE31.04%
- 🇺🇸 Chicago Board Options Exchange3%
- 🇬🇧 LSE2.57%
- 🇭🇰 Hong Kong Exchanges1.28%
- 🇫🇷 Euronext Paris0.59%
- 🌍 Digital Currency0.02%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States79.8%
- 🇮🇳 India4.16%
- 🇨🇳 China2.66%
- 🇬🇧 United Kingdom2.57%
- 🇯🇵 Japan1.56%
- 🇫🇷 France0.34%
- 🇳🇱 Netherlands0.25%
- 🇹🇼 Taiwan0.21%
Dividends
Dividend Yield
1.04%
19 out of 35 instruments pay dividend.
10 dividend payments in the next 30 days.
Highest Dividend: $DX (15.68%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 DX | 0.3% | 15.68% | - |
 O | 0.18% | 5.41% | $3.09 |
 BLK | 0.1% | 2.16% | $20.2 |
 CSCO | 0.09% | 1.29% | $1.58 |
 INFY | 0.08% | 3.51% | $0.39 |
 TM | 0.05% | 3.17% | $4.64 |
 HPQ | 0.04% | 4.61% | $1.1 |
 Gserdan | 0.03% | 0.83% | - |
 HDB | 0.03% | 1.47% | $0.6 |
 AAPL | 0.02% | 0.34% | $0.97 |
 NKE | 0.02% | 3.76% | $1.45 |
 MSFT | 0.02% | 0.83% | $3 |
 TJX | 0.02% | 1.11% | $1.42 |
 GOOG | 0.01% | 0.23% | $0.2 |
 ORCL | 0.01% | 0.86% | $1.6 |
 BABA | 0.01% | 0.82% | $0.98 |
 META | 0.01% | 0.34% | $1 |
 GOOGL | 0.01% | 0.23% | $0.2 |
 NVDA | 0% | 0.13% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
BLK | Pay Day | Jun 23, 2026 | $5.73 |
BLK (Gserdan) | Pay Day | Jun 23, 2026 | $5.73 |
META | Pay Day | Jun 25, 2026 | $0.53 |
META (Gserdan) | Pay Day | Jun 25, 2026 | $0.53 |
NVDA | Pay Day | Jun 26, 2026 | $0.25 |
NVDA (Gserdan) | Pay Day | Jun 26, 2026 | $0.25 |
 DIS (Gserdan) | Ex-Dividend | Jun 30, 2026 | $0.75 |
HPQ | Pay Day | Jul 1, 2026 | $0.30 |
NKE | Pay Day | Jul 1, 2026 | $0.41 |
CSCO | Ex-Dividend | Jul 6, 2026 | $0.42 |
 TSM (Gserdan) | Pay Day | Jul 9, 2026 | $0.95 |
BABA | Pay Day | Jul 13, 2026 | $1.05 |
CSCO | Pay Day | Jul 22, 2026 | $0.42 |
DIS (Gserdan) | Pay Day | Jul 22, 2026 | $0.75 |
Performance Metrics
Score 3.3/10
Beta
1.04
1.04
0
0.8
1.2
0
2
Sharpe Ratio
0.31
0.31
0
0.5
1
1.5
1.5
Sortino Ratio
0.46
0.46
0
1
2
3
3
Jensen's Alpha
-2.71
-2.71
-3
0
2
4.5
4.5
Omega Ratio
0.8
0.8
0
1
1.5
2.5
2.5
Treynor Ratio
0.47
0.47
0
0.75
1.25
2
2
Information Ratio
-0.29
-0.29
-1
0.3
0.6
1
1
Calmar Ratio
0.24
0.24
0
0.3
0.6
1
1
Beta
1.04
1.04
0
0.8
1.2
0
2
Sharpe Ratio
0.31
0.31
0
0.5
1
1.5
1.5
Sortino Ratio
0.46
0.46
0
1
2
3
3
Jensen's Alpha
-2.71
-2.71
-3
0
2
4.5
4.5
Omega Ratio
0.8
0.8
0
1
1.5
2.5
2.5
Treynor Ratio
0.47
0.47
0
0.75
1.25
2
2
Information Ratio
-0.29
-0.29
-1
0.3
0.6
1
1
Calmar Ratio
0.24
0.24
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
32.55
High:
CSGP
558.21CSGPLow:
03690.HK
-10.8603690.HKDetails
PEG Ratio
159.04
High:HDB
720.61HDBLow:
ACHR
-50.85ACHRDetails
Price/Book
8.83
High:AAPL
42.87AAPLLow:HPQ
-167.01HPQDetails
Price/Sales
8.42
High:ACHR
2,575ACHRLow:HPQ
0.42HPQDetails
Price/CF
23.04
High:
TSLA
79.58TSLALow:HPQ
4.2HPQDetails
Price/FCF
52.19
High:BABA
1,196.17BABALow:HPQ
7.18HPQDetails
P/E Ratio
32.55
High:CSGP
558.21CSGPLow:03690.HK
-10.8603690.HKDetails
PEG Ratio
159.04
High:HDB
720.61HDBLow:ACHR
-50.85ACHRDetails
Price/Book
8.83
High:AAPL
42.87AAPLLow:HPQ
-167.01HPQDetails
Price/Sales
8.42
High:ACHR
2,575ACHRLow:HPQ
0.42HPQDetails
Price/CF
23.04
High:TSLA
79.58TSLALow:HPQ
4.2HPQDetails
Price/FCF
52.19
High:BABA
1,196.17BABALow:HPQ
7.18HPQDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-33.88% | Nov 2021 | Jun 2024 | 31 |
-11.33% | Nov 2025 | May 2026 | 6 |
-9.21% | Feb 2025 | Jun 2025 | 4 |
-4.41% | Jun 2026 | - | 1 |
-1.78% | Oct 2024 | Nov 2024 | 1 |