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-3.85%
This Month
+22.43%
Year To Date
+124.08%
2 Years
+223.82%
5 Years
+328.91%
10 Years
+18.11%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading36.98%
- 💻 Electronic Technology25.76%
- 🛠️ Producer Manufacturing20.74%
- 🛍️ Retail Trade6.45%
- 🪙 Cryptocurrencies5.54%
- 🚗 Consumer Durables4.41%
- 💵 Cash0.19%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq47.93%
- 🇺🇸 NYSE26.72%
- 🇬🇧 LSE19.67%
- 🌍 Digital Currency5.54%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States72.95%
- 🇬🇧 United Kingdom19.67%
- 🇹🇼 Taiwan1%
- 🇨🇳 China0.7%
Dividends
Dividend Yield
0.26%
4 out of 7 instruments pay dividend.
8 dividend payments in the next 30 days.
Highest Dividend: $RR.L (0.75%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 GEV | Ex-Dividend | Jun 16, 2026 | $0.50 |
 LRCX (BigTech) | Ex-Dividend | Jun 17, 2026 | $0.26 |
 META (BigTech) | Pay Day | Jun 25, 2026 | $0.53 |
 NVDA | Pay Day | Jun 26, 2026 | $0.25 |
NVDA (BigTech) | Pay Day | Jun 26, 2026 | $0.25 |
 CRM (BigTech) | Pay Day | Jul 2, 2026 | $0.44 |
LRCX (BigTech) | Pay Day | Jul 8, 2026 | $0.26 |
 TSM (BigTech) | Pay Day | Jul 9, 2026 | $0.95 |
 BABA (BigTech) | Pay Day | Jul 13, 2026 | $1.05 |
GEV | Pay Day | Jul 14, 2026 | $0.50 |
Performance Metrics
Score 6.2/10
Beta
0.95
0.95
0
0.8
1.2
0
2
Sharpe Ratio
0.66
0.66
0
0.5
1
1.5
1.5
Sortino Ratio
1.11
1.11
0
1
2
3
3
Jensen's Alpha
5.56
5.56
-2
0
2
6
6
Omega Ratio
1.21
1.21
0
1
1.5
2.5
2.5
Treynor Ratio
1.43
1.43
0
0.75
1.25
2
2
Information Ratio
0.25
0.25
0
0.3
0.6
1
1
Calmar Ratio
0.31
0.31
0
0.3
0.6
1
1
Beta
0.95
0.95
0
0.8
1.2
0
2
Sharpe Ratio
0.66
0.66
0
0.5
1
1.5
1.5
Sortino Ratio
1.11
1.11
0
1
2
3
3
Jensen's Alpha
5.56
5.56
-2
0
2
6
6
Omega Ratio
1.21
1.21
0
1
1.5
2.5
2.5
Treynor Ratio
1.43
1.43
0
0.75
1.25
2
2
Information Ratio
0.25
0.25
0
0.3
0.6
1
1
Calmar Ratio
0.31
0.31
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
34.07
High:
TSLA
382.29TSLALow:
RR.L
18.24RR.LDetails
PEG Ratio
21.82
High:
AMZN
85.31AMZNLow:GEV
7.1GEVDetails
Price/Book
13.6
High:RR.L
39.13RR.LLow:AMZN
6.18AMZNDetails
Price/Sales
8.02
High:NVDA
21.04NVDALow:AMZN
3.72AMZNDetails
Price/CF
27.4
High:TSLA
79.58TSLALow:AMZN
15.25AMZNDetails
Price/FCF
64.74
High:AMZN
325.85AMZNLow:GEV
33.05GEVDetails
P/E Ratio
34.07
High:TSLA
382.29TSLALow:RR.L
18.24RR.LDetails
PEG Ratio
21.82
High:AMZN
85.31AMZNLow:GEV
7.1GEVDetails
Price/Book
13.6
High:RR.L
39.13RR.LLow:AMZN
6.18AMZNDetails
Price/Sales
8.02
High:NVDA
21.04NVDALow:AMZN
3.72AMZNDetails
Price/CF
27.4
High:TSLA
79.58TSLALow:AMZN
15.25AMZNDetails
Price/FCF
64.74
High:AMZN
325.85AMZNLow:GEV
33.05GEVDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-54.31% | Nov 2021 | Feb 2024 | 27 |
-21.71% | Jan 2018 | Jan 2020 | 24 |
-14.06% | Apr 2021 | Oct 2021 | 6 |
-7.14% | Feb 2020 | Apr 2020 | 2 |
-6.81% | Nov 2025 | Feb 2026 | 3 |
-5.76% | Mar 2026 | Apr 2026 | 1 |
-5.44% | Sep 2017 | Nov 2017 | 2 |
-4.38% | Mar 2025 | Apr 2025 | 1 |
-3.85% | Jun 2026 | - | 1 |
-3.08% | Jan 2021 | Feb 2021 | 1 |
-2.83% | Jul 2024 | Sep 2024 | 2 |
-2.68% | Apr 2024 | May 2024 | 1 |
-0.19% | Sep 2020 | Oct 2020 | 1 |