AI-Memory's Factsheet • August 31, 2026
AUGUST
+5.38%
YEAR TO DATE
-7.37%
1 YEAR
-7.37%
ALL TIME
-7.37%
ANNUALIZED RETURN
-7.37%
TRACK RECORD
0.4 years
About AI-Memory
The AI-Memory Smart Portfolio provides targeted exposure to the foundational memory and storage technologies powering the AI infrastructure boom. While market attention focuses on processors, memory has emerged as the defining bottleneck for performance. Next-generation AI models demand exponential increases in memory bandwidth and capacity at scales that structurally exceed current supply—making advanced memory the gatekeeper of future AI advancement.
This portfolio captures the entire value chain: core producers manufacturing High Bandwidth Memory (HBM) and DRAM at scale, storage specialists handling data pipelines, and the essential equipment and packaging companies that make these chips possible.
By targeting the layer where demand growth is structural and pricing power is strongest, this portfolio offers direct exposure to a critical backbone of the AI revolution.
The minimum investment amount for this portfolio is $500.
This portfolio captures the entire value chain: core producers manufacturing High Bandwidth Memory (HBM) and DRAM at scale, storage specialists handling data pipelines, and the essential equipment and packaging companies that make these chips possible.
By targeting the layer where demand growth is structural and pricing power is strongest, this portfolio offers direct exposure to a critical backbone of the AI revolution.
The minimum investment amount for this portfolio is $500.
Smart Portfolio Stats
Type
Smart Portfolio
Copiers
806
Assets Under Copy
$2M-$5M
Risk Score
7
Type
Smart Portfolio
Copiers
806
Assets Under Copy
$2M-$5M
Risk Score
7
Trades
No trades during this period.
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-26.99% | Jul 2026 | - | 2 |
Performance Metrics
Score 3.8/10
Beta
-0.51
-0.51
-1
0.8
1.2
-1
2
Sharpe Ratio
-0.11
-0.11
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.15
-0.15
-1
1
2
3
3
Jensen's Alpha
0.83
0.83
-2
0
2
4.5
4.5
Omega Ratio
0.77
0.77
0
1
1.5
2.5
2.5
Treynor Ratio
1.19
1.19
0
0.75
1.25
2
2
Information Ratio
-0.33
-0.33
-1
0.3
0.6
1
1
Calmar Ratio
-0.76
-0.76
-1
0.3
0.6
1
1
Beta
-0.51
-0.51
-1
0.8
1.2
-1
2
Sharpe Ratio
-0.11
-0.11
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.15
-0.15
-1
1
2
3
3
Jensen's Alpha
0.83
0.83
-2
0
2
4.5
4.5
Omega Ratio
0.77
0.77
0
1
1.5
2.5
2.5
Treynor Ratio
1.19
1.19
0
0.75
1.25
2
2
Information Ratio
-0.33
-0.33
-1
0.3
0.6
1
1
Calmar Ratio
-0.76
-0.76
-1
0.3
0.6
1
1
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology63.81%
- ❓ Other17.03%
- 🛠️ Producer Manufacturing10.62%
- 🧬 Health Technology8.41%
- 💵 Cash0.13%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq71%
- Tokyo Stock Exchange17.03%
- 🇺🇸 NYSE7.9%
- 🇬🇧 LSE3.94%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States62.69%
- 🇹🇼 Taiwan4.97%
- 🇳🇱 Netherlands4.27%
- 🇸🇬 Singapore4.04%
- 🇰🇷 South Korea3.94%
- 🇭🇰 Hong Kong2.92%
Dividends
Dividend Yield
0.18%
12 out of 20 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $SIMO (0.92%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 TSM | 0.03% | 0.69% | $1.74 |
 SIMO | 0.03% | 0.92% | $1.49 |
 ASML | 0.02% | 0.44% | $5.57 |
 AMAT | 0.02% | 0.45% | $1.44 |
 KLAC | 0.01% | 0.45% | $5.65 |
 LRCX | 0.01% | 0.36% | $8 |
 STX.US | 0.01% | 0.34% | $2.8 |
 SMSN.L | 0.01% | 0.33% | $23.68 |
 MU | 0.01% | 0.05% | $0.46 |
 MRVL | 0.01% | 0.1% | $0.24 |
 TER | 0% | 0.13% | $0.46 |
 WDC | 0% | 0.11% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
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