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-4.87%
This Month
+1.89%
Year To Date
+40.28%
2 Years
+27.6%
5 Years
+35.86%
10 Years
+3.63%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology30.25%
- 🖥️ Technology Services18.09%
- 👥 Copy Trading16.12%
- 🛍️ Retail Trade10.52%
- 💇♀️ Consumer Services9.25%
- 🚗 Consumer Durables5.03%
- 🚚 Transportation3.99%
- 🍞 Consumer Non Durables1.96%
- 💵 Cash1.38%
- 🪨 Non Energy Minerals1.11%
- 🧬 Health Technology0.84%
- 💰 Finance0.81%
- 🪙 Cryptocurrencies0.5%
- 💼 Commercial Services0.49%
- 🧪 Process Industries0.07%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq67.1%
- 🇺🇸 NYSE20.47%
- 🇬🇧 LSE5.24%
- 🇫🇷 Euronext Paris4.41%
- 🇺🇸 OTC Markets Stock Exchange0.88%
- 🌍 Digital Currency0.5%
- 🇭🇰 Hong Kong Exchanges0.37%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States83.54%
- 🇬🇧 United Kingdom5.38%
- 🇳🇱 Netherlands3.27%
- 🇨🇳 China1.59%
- 🇫🇷 France1.14%
- 🇧🇷 Brazil1.11%
- 🇯🇵 Japan1.06%
- 🇨🇦 Canada0.72%
- 🇹🇼 Taiwan0.35%
- 🇸🇬 Singapore0.23%
- 🇮🇪 Ireland0.09%
Dividends
Dividend Yield
0.7%
21 out of 43 instruments pay dividend.
34 dividend payments in the next 30 days.
Highest Dividend: $PFE (6.69%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 DividendGrowth | 0.11% | 2.34% | - |
 MSFT | 0.07% | 0.83% | $3 |
 VALE | 0.06% | 5.76% | $1.33 |
 IAG.L | 0.06% | 1.66% | - |
 AIR.PA | 0.06% | 1.79% | $1.8 |
 IMB.L | 0.05% | 6.01% | $1.49 |
 RCL | 0.04% | 1.72% | - |
 DIS | 0.04% | 1.51% | $0.75 |
 PFE | 0.03% | 6.69% | $1.66 |
 Holly Claw-ZQDVG | 0.03% | 1.03% | - |
 MC.PA | 0.03% | 2.69% | $13 |
 AAPL | 0.02% | 0.34% | $0.97 |
 InTheGame | 0.02% | 0.26% | - |
 META | 0.02% | 0.34% | $1 |
 NVDA | 0.02% | 0.13% | $0.02 |
 CCL | 0.01% | 1.08% | - |
 EZJ.L | 0.01% | 2.86% | $0.05 |
 BABA | 0.01% | 0.82% | $0.98 |
 HLT | 0.01% | 0.18% | $0.6 |
 NTDOY | 0% | 0.35% | $0.24 |
 GM | 0% | 0.79% | $0.42 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 GOOGL (InTheGame) | Ex-Dividend | Jun 8, 2026 | $0.22 |
GOOGL (Holly Claw-ZQDVG) | Ex-Dividend | Jun 8, 2026 | $0.22 |
 JNJ (DividendGrowth) | Pay Day | Jun 9, 2026 | $1.34 |
 CVX.US (DividendGrowth) | Pay Day | Jun 10, 2026 | $1.78 |
 SPGI (DividendGrowth) | Pay Day | Jun 10, 2026 | $0.97 |
MSFT | Pay Day | Jun 11, 2026 | $0.91 |
BABA | Ex-Dividend | Jun 11, 2026 | $1.05 |
MSFT (InTheGame) | Pay Day | Jun 11, 2026 | $0.91 |
 TSM (InTheGame) | Ex-Dividend | Jun 11, 2026 | $0.95 |
MSFT (DividendGrowth) | Pay Day | Jun 11, 2026 | $0.91 |
PFE | Pay Day | Jun 12, 2026 | $0.43 |
META | Ex-Dividend | Jun 15, 2026 | $0.53 |
META (InTheGame) | Ex-Dividend | Jun 15, 2026 | $0.53 |
GOOGL (InTheGame) | Pay Day | Jun 15, 2026 | $0.22 |
 KO (DividendGrowth) | Ex-Dividend | Jun 15, 2026 | $0.53 |
 NEE (DividendGrowth) | Pay Day | Jun 15, 2026 | $0.62 |
 XEL (DividendGrowth) | Ex-Dividend | Jun 15, 2026 | $0.59 |
 SLGN (DividendGrowth) | Pay Day | Jun 15, 2026 | $0.21 |
GOOGL (Holly Claw-ZQDVG) | Pay Day | Jun 15, 2026 | $0.22 |
 MCD (DividendGrowth) | Pay Day | Jun 16, 2026 | $1.86 |
 ADI.US (DividendGrowth) | Pay Day | Jun 16, 2026 | $1.10 |
 NOC (DividendGrowth) | Pay Day | Jun 17, 2026 | $2.47 |
GM | Pay Day | Jun 18, 2026 | $0.18 |
 NTES (InTheGame) | Pay Day | Jun 18, 2026 | $0.72 |
 BBY (DividendGrowth) | Ex-Dividend | Jun 18, 2026 | $0.96 |
 LIN (DividendGrowth) | Pay Day | Jun 18, 2026 | $1.60 |
 EVRG (DividendGrowth) | Pay Day | Jun 18, 2026 | $0.69 |
 FDS (DividendGrowth) | Pay Day | Jun 18, 2026 | $1.16 |
 JKHY (DividendGrowth) | Pay Day | Jun 19, 2026 | $0.61 |
META | Pay Day | Jun 25, 2026 | $0.53 |
META (InTheGame) | Pay Day | Jun 25, 2026 | $0.53 |
 QCOM (InTheGame) | Pay Day | Jun 25, 2026 | $0.92 |
QCOM (DividendGrowth) | Pay Day | Jun 25, 2026 | $0.92 |
NVDA | Pay Day | Jun 26, 2026 | $0.25 |
NVDA (InTheGame) | Pay Day | Jun 26, 2026 | $0.25 |
 LMT (DividendGrowth) | Pay Day | Jun 26, 2026 | $3.45 |
 LHX (DividendGrowth) | Pay Day | Jun 26, 2026 | $1.25 |
 ELS (DividendGrowth) | Ex-Dividend | Jun 26, 2026 | $0.54 |
DIS | Ex-Dividend | Jun 30, 2026 | $0.75 |
HLT | Pay Day | Jun 30, 2026 | $0.15 |
 PEP (DividendGrowth) | Pay Day | Jun 30, 2026 | $1.48 |
 UNP (DividendGrowth) | Pay Day | Jun 30, 2026 | $1.38 |
KO (DividendGrowth) | Pay Day | Jul 1, 2026 | $0.53 |
 NKE (DividendGrowth) | Pay Day | Jul 1, 2026 | $0.41 |
 CAH (DividendGrowth) | Ex-Dividend | Jul 1, 2026 | $0.52 |
RCL | Pay Day | Jul 2, 2026 | $1.50 |
 RSG (DividendGrowth) | Ex-Dividend | Jul 2, 2026 | $0.63 |
 RGLD (DividendGrowth) | Ex-Dividend | Jul 2, 2026 | $0.47 |
 ROP (DividendGrowth) | Ex-Dividend | Jul 8, 2026 | $0.91 |
TSM (InTheGame) | Pay Day | Jul 9, 2026 | $0.95 |
BBY (DividendGrowth) | Pay Day | Jul 9, 2026 | $0.96 |
ELS (DividendGrowth) | Pay Day | Jul 10, 2026 | $0.54 |
BABA | Pay Day | Jul 13, 2026 | $1.05 |
CAH (DividendGrowth) | Pay Day | Jul 15, 2026 | $0.52 |
RSG (DividendGrowth) | Pay Day | Jul 15, 2026 | $0.63 |
RGLD (DividendGrowth) | Pay Day | Jul 16, 2026 | $0.47 |
XEL (DividendGrowth) | Pay Day | Jul 20, 2026 | $0.59 |
DIS | Pay Day | Jul 22, 2026 | $0.75 |
 LOW (DividendGrowth) | Ex-Dividend | Jul 22, 2026 | $1.25 |
ROP (DividendGrowth) | Pay Day | Jul 22, 2026 | $0.91 |
LOW (DividendGrowth) | Pay Day | Aug 5, 2026 | $1.25 |
IMB.L | Ex-Dividend | Aug 20, 2026 | $0.56 |
IMB.L (Holly Claw-ZQDVG) | Ex-Dividend | Aug 20, 2026 | $0.56 |
IMB.L | Pay Day | Sep 30, 2026 | $0.56 |
IMB.L (Holly Claw-ZQDVG) | Pay Day | Sep 30, 2026 | $0.56 |
Performance Metrics
Score 2.8/10
Beta
1.08
1.08
0
0.8
1.2
0
2
Sharpe Ratio
0.15
0.15
0
0.5
1
1.5
1.5
Sortino Ratio
0.2
0.2
0
1
2
3
3
Jensen's Alpha
-8.36
-8.36
-9
0
2
4.5
4.5
Omega Ratio
0.6
0.6
0
1
1.5
2.5
2.5
Treynor Ratio
0.25
0.25
0
0.75
1.25
2
2
Information Ratio
-0.61
-0.61
-1
0.3
0.6
1
1
Calmar Ratio
0.08
0.08
0
0.3
0.6
1
1
Beta
1.08
1.08
0
0.8
1.2
0
2
Sharpe Ratio
0.15
0.15
0
0.5
1
1.5
1.5
Sortino Ratio
0.2
0.2
0
1
2
3
3
Jensen's Alpha
-8.36
-8.36
-9
0
2
4.5
4.5
Omega Ratio
0.6
0.6
0
1
1.5
2.5
2.5
Treynor Ratio
0.25
0.25
0
0.75
1.25
2
2
Information Ratio
-0.61
-0.61
-1
0.3
0.6
1
1
Calmar Ratio
0.08
0.08
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
32.71
High:
TSLA
382.29TSLALow:
SNOW
-69.48SNOWDetails
PEG Ratio
181.12
High:HLT
1,696.7HLTLow:SNOW
-422.16SNOWDetails
Price/Book
12.58
High:
RBLX
71.83RBLXLow:HLT
-13.08HLTDetails
Price/Sales
9.06
High:
AMD
23.05AMDLow:
XXII
0.02XXIIDetails
Price/CF
23.29
High:
NVAX
147.06NVAXLow:
BMBL
1.49BMBLDetails
Price/FCF
50.54
High:BABA
1,196.17BABALow:BMBL
1.56BMBLDetails
P/E Ratio
32.71
High:TSLA
382.29TSLALow:SNOW
-69.48SNOWDetails
PEG Ratio
181.12
High:HLT
1,696.7HLTLow:SNOW
-422.16SNOWDetails
Price/Book
12.58
High:RBLX
71.83RBLXLow:HLT
-13.08HLTDetails
Price/Sales
9.06
High:AMD
23.05AMDLow:XXII
0.02XXIIDetails
Price/CF
23.29
High:NVAX
147.06NVAXLow:BMBL
1.49BMBLDetails
Price/FCF
50.54
High:BABA
1,196.17BABALow:BMBL
1.56BMBLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-43.43% | Nov 2021 | Nov 2024 | 36 |
-39.32% | Jan 2018 | Dec 2020 | 35 |
-15.23% | Nov 2025 | May 2026 | 6 |
-13.09% | Feb 2025 | Jun 2025 | 4 |
-5.24% | Sep 2021 | Oct 2021 | 1 |
-4.87% | Jun 2026 | - | 1 |
-3.39% | Jul 2021 | Aug 2021 | 1 |
-2.99% | May 2021 | Jun 2021 | 1 |
-0.24% | Feb 2021 | Mar 2021 | 1 |