DECEMBER
-8.12%
2024
+37.1%
2 YEARS
+51.59%
5 YEARS
+51.59%
ANNUALIZED RETURN
+39.49%
TRACK RECORD
1.3 years
About NDI-FutureTech
NewDeal Invest is a well-known Danish tech investment fund led by Mads Christiansen, a highly regarded tech investment expert and thought leader. In the last two decades, technology has been at the forefront of progressing our civilization, positively impacting the way we live our lives.
However, riding the tailwind of the tech sector is not easy. If you invest in a broad index, you are carrying deadweight loss associated with stagnant names, dragging on your return potential. If you opt to research individual companies, you are risking missed opportunities or chasing overhyped stocks.
NDI FutureTech navigates this complexity for you, investing in companies exhibiting rapid scalability, high growth, and long-term profitability potential, while intelligently managing risk. The portfolio capitalizes on cutting-edge innovations, ensuring investors benefit from the transformative power of technology.
However, riding the tailwind of the tech sector is not easy. If you invest in a broad index, you are carrying deadweight loss associated with stagnant names, dragging on your return potential. If you opt to research individual companies, you are risking missed opportunities or chasing overhyped stocks.
NDI FutureTech navigates this complexity for you, investing in companies exhibiting rapid scalability, high growth, and long-term profitability potential, while intelligently managing risk. The portfolio capitalizes on cutting-edge innovations, ensuring investors benefit from the transformative power of technology.
Smart Portfolio Stats
Type
Smart Portfolio
Copiers
1,016
Assets Under Copy
$1M-$2M
Risk Score
5
Type
Smart Portfolio
Copiers
1,016
Assets Under Copy
$1M-$2M
Risk Score
5
Trades
No trades during this period.
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-8.12% | Dec 2024 | - | 1 |
-4.53% | Apr 2024 | Jun 2024 | 2 |
-3.82% | Jan 2024 | Feb 2024 | 1 |
Performance Metrics
Score 7.5/10
Beta
1.14
1.14
0
0.8
1.2
0
2
Sharpe Ratio
1.44
1.44
0
0.5
1
2
2
Sortino Ratio
3.4
3.4
0
1
2
4
4
Jensen's Alpha
5.22
5.22
-2
0
2
6
6
Omega Ratio
1.4
1.4
0
1
1.5
2.5
2.5
Treynor Ratio
2.46
2.46
0
0.75
1.25
3
3
Information Ratio
0.45
0.45
0
0.3
0.6
1
1
Calmar Ratio
5.28
5.28
0
0.3
0.6
6
6
Beta
1.14
1.14
0
0.8
1.2
0
2
Sharpe Ratio
1.44
1.44
0
0.5
1
2
2
Sortino Ratio
3.4
3.4
0
1
2
4
4
Jensen's Alpha
5.22
5.22
-2
0
2
6
6
Omega Ratio
1.4
1.4
0
1
1.5
2.5
2.5
Treynor Ratio
2.46
2.46
0
0.75
1.25
3
3
Information Ratio
0.45
0.45
0
0.3
0.6
1
1
Calmar Ratio
5.28
5.28
0
0.3
0.6
6
6
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services36.76%
- 💻 Electronic Technology18.59%
- 🛍️ Retail Trade15.1%
- 💰 Finance9.24%
- 🚗 Consumer Durables7.8%
- 🚚 Transportation5.82%
- 🏥 Health Services5.28%
- 🛠️ Producer Manufacturing1.09%
- 💵 Cash0.39%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq65.04%
- 🇺🇸 NYSE34.65%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States79.37%
- 🇮🇱 Israel6.22%
- 🇸🇬 Singapore4.69%
- 🇺🇾 Uruguay4.39%
- 🇰🇾 Cayman Islands1.87%
- 🇨🇳 China1.86%
- 🇮🇪 Ireland1.28%
Dividends
Dividend Yield
0.21%
8 out of 46 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $CSCO (2.73%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 CSCO | 0.08% | 2.73% | $1.58 |
 QCOM | 0.05% | 2.19% | $3.25 |
 INTC | 0.03% | 2.49% | $0.5 |
 AVGO | 0.02% | 0.94% | $19.7 |
 LRCX | 0.01% | 1.19% | $8 |
 KLAC | 0.01% | 0.91% | $5.65 |
 MU | 0.01% | 0.53% | $0.46 |
 NVDA | 0% | 0.03% | $0.02 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
CSCO | Ex-Dividend | Jan 3 | $0.40 |
LRCX | Pay Day | Jan 8 | $0.23 |
MU | Pay Day | Jan 15 | $0.12 |
CSCO | Pay Day | Jan 22 | $0.40 |
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