MidCapDiverse's Factsheet โข March 31, 2026
MARCH
-4.93%
YEAR TO DATE
+0.31%
1 YEAR
+11.98%
ALL TIME
+11.98%
ANNUALIZED RETURN
+11.98%
TRACK RECORD
1 years
About MidCapDiverse
๐ฆ๐บ๐ฎ๐ฟ๐ ๐ฆ๐ฒ๐น๐ฒ๐ฐ๐๐ถ๐ผ๐ป, ๐ ๐ถ๐ฑ-๐๐ฎ๐ฝ ๐๐ฑ๐ด๐ฒ
This portfolio offers exposure to 30 US-listed mid-cap stocks, each handpicked by BridgeWiseโs AI-driven investment intelligence platform for strong fundamentals and sector diversity. With market caps up to $50B, these companies offer a rare blend of growth potential and operational maturity.
Quarterly rebalancing and a Russell 2000 benchmark support a dynamic, fundamentals-based approach to investing in the mid-cap space.
BridgeWiseโs proprietary AI analyses over 50,000 global securities, removing traditional research barriers to help uncover overlooked opportunities and deliver deep, accessible insights.
Minimum investment: $500.
This portfolio offers exposure to 30 US-listed mid-cap stocks, each handpicked by BridgeWiseโs AI-driven investment intelligence platform for strong fundamentals and sector diversity. With market caps up to $50B, these companies offer a rare blend of growth potential and operational maturity.
Quarterly rebalancing and a Russell 2000 benchmark support a dynamic, fundamentals-based approach to investing in the mid-cap space.
BridgeWiseโs proprietary AI analyses over 50,000 global securities, removing traditional research barriers to help uncover overlooked opportunities and deliver deep, accessible insights.
Minimum investment: $500.
Smart Portfolio Stats
Type
Smart Portfolio
Copiers
139
Assets Under Copy
$100K-$300K
Risk Score
5
Type
Smart Portfolio
Copiers
139
Assets Under Copy
$100K-$300K
Risk Score
5
Trades
Most Traded
+19Win Rate
Trade Stats
Average Profit: -0.77%
Average Duration: 100 days
Long Positions: 100%
Average Leverage: 1x
Trades during March 2026
| Instrument | Profit | Duration | Closed | Open Rate | Close Rate | Since Closed |
|---|---|---|---|---|---|---|
BUY DK | +56.12% | 3 months | 21 days ago | $29.99 | $46.82 | -15.95% |
BUY DRI | +2.56% | 6 months | 21 days ago | $190.4 | $195.29 | +1.38% |
BUY JBL | +7.29% | 3 months | 21 days ago | $233.65 | $250.69 | +20.76% |
 BUY APPN | -33.45% | 3 months | 21 days ago | $35.72 | $23.77 | -12.92% |
 BUY WK | -32.39% | 3 months | 21 days ago | $86.99 | $58.81 | -6.27% |
 BUY CDNA | -12.38% | 3 months | 21 days ago | $18.99 | $16.64 | +5.95% |
 BUY APLS | -32.1% | 3 months | 21 days ago | $25.33 | $17.2 | +137.5% |
 BUY VICR | +25.74% | 3 months | 21 days ago | $114.02 | $143.37 | +32.59% |
 BUY TKO | -9.73% | 3 months | 21 days ago | $216.09 | $195.07 | -0.29% |
 BUY JOE | +6.23% | 3 months | 21 days ago | $59.52 | $63.23 | +7.45% |
 BUY CNX | +23.95% | 6 months | 21 days ago | $31.9 | $39.54 | -2.96% |
 BUY KBH | -9.68% | 3 months | 21 days ago | $57.01 | $51.49 | +0.85% |
 BUY WGO | -22.49% | 3 months | 21 days ago | $41.48 | $32.15 | +3.73% |
 BUY MD | -4.44% | 3 months | 21 days ago | $21.84 | $20.87 | +8.34% |
 BUY FDS | -29.29% | 6 months | 21 days ago | $288.77 | $204.19 | +7.71% |
 BUY DXCM | -7.8% | 3 months | 21 days ago | $67.4 | $62.14 | +1.22% |
 BUY LW | -1.69% | 3 months | 21 days ago | $41.98 | $41.27 | +4.43% |
 BUY PAYX | -18.05% | 3 months | 21 days ago | $113.71 | $93.19 | -7.67% |
 BUY CCL | -20.8% | 3 months | 21 days ago | $30.96 | $24.52 | +17.13% |
 BUY PRU | -16.31% | 3 months | 21 days ago | $113.59 | $95.06 | +0.58% |
 BUY CVI.US | +36.93% | 3 months | 21 days ago | $25.59 | $35.04 | -14.01% |
 BUY FLS | -0.54% | 3 months | 21 days ago | $70.31 | $69.93 | +16.75% |
BUY CLMT | +80.5% | 3 months | 21 days ago | $19.7897 | $35.72 | -9.74% |
BUY OI | -30.89% | 3 months | 21 days ago | $14.99 | $10.36 | +4.54% |
BUY CAG | -10.18% | 3 months | 21 days ago | $17.59 | $15.8 | -9.11% |
BUY DINO | +38.53% | 3 months | 21 days ago | $45.97 | $63.68 | -10.22% |
BUY HOG | -6.47% | 3 months | 21 days ago | $21.01 | $19.65 | +17.91% |
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-5.01% | Oct 2025 | Feb 2026 | 4 |
-4.93% | Mar 2026 | - | 1 |
-3.08% | Jul 2025 | Aug 2025 | 1 |
Performance Metrics
Score 4.2/10
Beta
0.72
0.72
0
0.8
1.2
0
2
Sharpe Ratio
0.67
0.67
0
0.5
1
1.5
1.5
Sortino Ratio
1.19
1.19
0
1
2
3
3
Jensen's Alpha
-2.05
-2.05
-3
0
2
4.5
4.5
Omega Ratio
0.67
0.67
0
1
1.5
2.5
2.5
Treynor Ratio
1.1
1.1
0
0.75
1.25
2
2
Information Ratio
-0.52
-0.52
-1
0.3
0.6
1
1
Calmar Ratio
2.62
2.62
0
0.3
0.6
3
3
Beta
0.72
0.72
0
0.8
1.2
0
2
Sharpe Ratio
0.67
0.67
0
0.5
1
1.5
1.5
Sortino Ratio
1.19
1.19
0
1
2
3
3
Jensen's Alpha
-2.05
-2.05
-3
0
2
4.5
4.5
Omega Ratio
0.67
0.67
0
1
1.5
2.5
2.5
Treynor Ratio
1.1
1.1
0
0.75
1.25
2
2
Information Ratio
-0.52
-0.52
-1
0.3
0.6
1
1
Calmar Ratio
2.62
2.62
0
0.3
0.6
3
3
Diversification
Sectors Breakdown
- Sector
- Total
- ๐ฅ๏ธ Technology Services16.2%
- ๐โโ๏ธ Consumer Services13.78%
- ๐ผ Commercial Services10.61%
- ๐๏ธ Retail Trade10.27%
- ๐ฐ Finance9.91%
- ๐ชจ Non Energy Minerals7.52%
- ๐ Consumer Durables6.54%
- โ๏ธ Energy Minerals5.07%
- ๐ ๏ธ Producer Manufacturing3.99%
- ๐งฌ Health Technology3.49%
- ๐ป Electronic Technology3.42%
- ๐ Transportation3.21%
- ๐ Consumer Non Durables3.03%
- ๐งช Process Industries2.93%
- ๐ต Cash0.02%
Exchanges Breakdown
- Exchange
- Total
- ๐บ๐ธ NYSE66.05%
- ๐บ๐ธ Nasdaq33.93%
Countries Breakdown
- Country
- Total
- ๐บ๐ธ United States83.44%
- ๐จ๐ณ China6.85%
- ๐ฑ๐บ Luxembourg3.27%
- ๐ฒ๐จ Monaco3.21%
- ๐ฌ๐ง United Kingdom3.21%
Dividends
Dividend Yield
0.97%
13 out of 30 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: $GIS (6.86%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 GIS | 0.21% | 6.86% | $2.36 |
 JHG | 0.1% | 3.09% | $1.56 |
 RDN | 0.1% | 2.89% | $0.94 |
 WMG | 0.1% | 2.46% | $0.68 |
DRI | 0.09% | 2.83% | $5.24 |
DK | 0.07% | 2.68% | $0.97 |
 STNG | 0.07% | 2.17% | $1.4 |
 THG | 0.07% | 2.06% | $3.36 |
 LEN | 0.07% | 2.13% | $1.75 |
 HTHT | 0.05% | 1.59% | $0.6 |
 TPR | 0.04% | 1.01% | $1.4 |
JBL | 0% | 0.1% | $0.32 |
 HL | 0% | 0.08% | $0.03 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
LEN | Ex-Dividend | Apr 22, 2026 | $0.50 |
GIS | Pay Day | May 1, 2026 | $0.61 |
DRI | Pay Day | May 1, 2026 | $1.50 |
HTHT | Ex-Dividend | May 4, 2026 | $1.30 |
LEN | Pay Day | May 6, 2026 | $0.50 |
HTHT | Pay Day | May 20, 2026 | $1.30 |
Monthly Returns
Copy Trading does not amount to investment advice. The value of your investments may go up or down. Your capital is at risk. Past performance is not an indication of future results