Loading...
+2.37%
This Month
+1.82%
Year To Date
+44.58%
2 Years
+60.2%
5 Years
+60.2%
10 Years
+29.31%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📡 Communications26.54%
- 🛍️ Retail Trade21.03%
- 💻 Electronic Technology17.7%
- 🛠️ Producer Manufacturing10.85%
- 🍞 Consumer Non Durables8.76%
- 🖥️ Technology Services7.2%
- 🧬 Health Technology6.28%
- 👥 Copy Trading1.52%
- 🚗 Consumer Durables0.11%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE50.75%
- 🇺🇸 Nasdaq43.68%
- 🇭🇰 Hong Kong Exchanges5.48%
- 🇬🇧 LSE0.09%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States93.94%
- 🇨🇳 China5.5%
- 🇮🇱 Israel0.28%
- 🇬🇧 United Kingdom0.19%
- 🇰🇷 South Korea0.09%
Dividends
Dividend Yield
1.79%
9 out of 16 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $VZ (6.34%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 VOD (DeimosCZE) | Pay Day | Jul 30, 2026 | $0.28 |
 01211.HK | Pay Day | Jul 31, 2026 | $0.05 |
01211.HK (DeimosCZE) | Pay Day | Jul 31, 2026 | $0.05 |
 WMT | Ex-Dividend | Aug 21, 2026 | $0.25 |
WMT | Pay Day | Sep 8, 2026 | $0.25 |
Performance Metrics
Score 8.2/10
Beta
0.55
0.55
0
0.8
1.2
0
2
Sharpe Ratio
1.65
1.65
0
0.5
1
2
2
Sortino Ratio
4.41
4.41
0
1
2
5
5
Jensen's Alpha
14.69
14.69
-2
0
2
15
15
Omega Ratio
1.48
1.48
0
1
1.5
2.5
2.5
Treynor Ratio
3.35
3.35
0
0.75
1.25
4
4
Information Ratio
0.54
0.54
0
0.3
0.6
1
1
Calmar Ratio
2.98
2.98
0
0.3
0.6
3
3
Beta
0.55
0.55
0
0.8
1.2
0
2
Sharpe Ratio
1.65
1.65
0
0.5
1
2
2
Sortino Ratio
4.41
4.41
0
1
2
5
5
Jensen's Alpha
14.69
14.69
-2
0
2
15
15
Omega Ratio
1.48
1.48
0
1
1.5
2.5
2.5
Treynor Ratio
3.35
3.35
0
0.75
1.25
4
4
Information Ratio
0.54
0.54
0
0.3
0.6
1
1
Calmar Ratio
2.98
2.98
0
0.3
0.6
3
3
Portfolio Valuation
Based on current positions
P/E Ratio
25.41
High:
TSLA
372.52TSLALow:
ASTS
-41.23ASTSDetails
PEG Ratio
124.02
High:
SMCI
768.91SMCILow:ASTS
-368.44ASTSDetails
Price/Book
5.28
High:TSLA
18.2TSLALow:
0968.HK
0.560968.HKDetails
Price/Sales
2.78
High:ASTS
250.94ASTSLow:
NNE
-NNEDetails
Price/CF
14.05
High:
MSTR
7,511.07MSTRLow:0968.HK
4.370968.HKDetails
Price/FCF
78.26
High:MSTR
1,187.5MSTRLow:0968.HK
8.280968.HKDetails
P/E Ratio
25.41
High:TSLA
372.52TSLALow:ASTS
-41.23ASTSDetails
PEG Ratio
124.02
High:SMCI
768.91SMCILow:ASTS
-368.44ASTSDetails
Price/Book
5.28
High:TSLA
18.2TSLALow:0968.HK
0.560968.HKDetails
Price/Sales
2.78
High:ASTS
250.94ASTSLow:NNE
-NNEDetails
Price/CF
14.05
High:MSTR
7,511.07MSTRLow:0968.HK
4.370968.HKDetails
Price/FCF
78.26
High:MSTR
1,187.5MSTRLow:0968.HK
8.280968.HKDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-11.69% | May 2026 | - | 3 |
-9.73% | Sep 2025 | Apr 2026 | 7 |
-1.96% | Mar 2025 | Apr 2025 | 1 |
-1.65% | Dec 2024 | Jan 2025 | 1 |