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-3.59%
This Month
+6.11%
Year To Date
+57.85%
2 Years
+120.23%
5 Years
+120.23%
10 Years
+23.43%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading45.81%
- 🛍️ Retail Trade27.22%
- 💻 Electronic Technology12.47%
- 💰 Finance7.84%
- 🖥️ Technology Services6.66%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq76.46%
- 🇺🇸 NYSE21.17%
- 🇩🇪 FRA0.78%
- 🇬🇧 LSE0.39%
- 🇮🇹 Borsa Italiana0.23%
- 🇳🇱 Euronext Amsterdam0.23%
- 🇫🇮 Helsinki Stock Exchange0.19%
- 🇫🇷 Euronext Paris0.1%
- 🇸🇪 Stockholm Stock Exchange0.1%
- 🇦🇺 Sydney0.09%
- 🇪🇸 Bolsa De Madrid0.08%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States92.25%
- 🇨🇭 Switzerland1.09%
- 🇹🇼 Taiwan1.03%
- 🇩🇪 Germany0.78%
- 🇳🇱 Netherlands0.69%
- 🇨🇳 China0.55%
- 🇰🇷 South Korea0.48%
- 🇬🇧 United Kingdom0.47%
- 🇮🇱 Israel0.42%
- 🇦🇷 Argentina0.31%
- 🇭🇰 Hong Kong0.24%
- 🇮🇹 Italy0.23%
- 🇨🇦 Canada0.21%
- 🇲🇽 Mexico0.21%
- 🇫🇮 Finland0.19%
- 🇸🇬 Singapore0.19%
- 🇰🇾 Cayman Islands0.11%
- 🇫🇷 France0.1%
- 🇸🇪 Sweden0.1%
- 🇦🇺 Australia0.09%
- 🇪🇸 Spain0.08%
- 🇺🇾 Uruguay0.01%
Dividends
Dividend Yield
0.54%
13 out of 14 instruments pay dividend.
46 dividend payments in the next 30 days.
Highest Dividend: $JPM (1.93%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 JPM | 0.1% | 1.93% | $4.4 |
 WMT | 0.09% | 0.84% | $0.81 |
 WarrenBuffet-CF | 0.09% | 1.47% | - |
 5GRevolution | 0.08% | 1.39% | - |
 GS | 0.04% | 1.56% | $11 |
 AAPL | 0.04% | 0.34% | $0.97 |
 QuantumComputing | 0.03% | 0.39% | - |
 AI-Revolution | 0.02% | 0.28% | - |
 BigTech | 0.02% | 0.2% | - |
 StanleyDruck13F | 0.02% | 0.26% | - |
 GOOGL | 0.01% | 0.23% | $0.2 |
 Chip-Tech | 0.01% | 0.21% | - |
 GOOG | 0% | 0.23% | $0.2 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
GOOG | Ex-Dividend | Jun 8, 2026 | $0.22 |
GOOGL | Ex-Dividend | Jun 8, 2026 | $0.22 |
GOOGL (BigTech) | Ex-Dividend | Jun 8, 2026 | $0.22 |
 LYB (StanleyDruck13F) | Pay Day | Jun 8, 2026 | $0.69 |
GOOG (WarrenBuffet-CF) | Ex-Dividend | Jun 8, 2026 | $0.22 |
GOOGL (WarrenBuffet-CF) | Ex-Dividend | Jun 8, 2026 | $0.22 |
GOOGL (AI-Revolution) | Ex-Dividend | Jun 8, 2026 | $0.22 |
GOOGL (QuantumComputing) | Ex-Dividend | Jun 8, 2026 | $0.22 |
 CVX.US (WarrenBuffet-CF) | Pay Day | Jun 10, 2026 | $1.78 |
 OXY (WarrenBuffet-CF) | Ex-Dividend | Jun 10, 2026 | $0.26 |
 IBM (QuantumComputing) | Pay Day | Jun 10, 2026 | $1.69 |
 TU (5GRevolution) | Ex-Dividend | Jun 10, 2026 | $0.31 |
 MSFT (BigTech) | Pay Day | Jun 11, 2026 | $0.91 |
 BABA (BigTech) | Ex-Dividend | Jun 11, 2026 | $1.05 |
 AMAT (BigTech) | Pay Day | Jun 11, 2026 | $0.53 |
 CRM (BigTech) | Ex-Dividend | Jun 11, 2026 | $0.44 |
 TSM (BigTech) | Ex-Dividend | Jun 11, 2026 | $0.95 |
TSM (StanleyDruck13F) | Ex-Dividend | Jun 11, 2026 | $0.95 |
MSFT (AI-Revolution) | Pay Day | Jun 11, 2026 | $0.91 |
BABA (AI-Revolution) | Ex-Dividend | Jun 11, 2026 | $1.05 |
AMAT (AI-Revolution) | Pay Day | Jun 11, 2026 | $0.53 |
CRM (AI-Revolution) | Ex-Dividend | Jun 11, 2026 | $0.44 |
TSM (AI-Revolution) | Ex-Dividend | Jun 11, 2026 | $0.95 |
MSFT (QuantumComputing) | Pay Day | Jun 11, 2026 | $0.91 |
AMAT (Chip-Tech) | Pay Day | Jun 11, 2026 | $0.53 |
TSM (Chip-Tech) | Ex-Dividend | Jun 11, 2026 | $0.95 |
 ORA.PA (5GRevolution) | Ex-Dividend | Jun 11, 2026 | $0.53 |
 TMUS (5GRevolution) | Pay Day | Jun 11, 2026 | $1.02 |
 CB (WarrenBuffet-CF) | Ex-Dividend | Jun 12, 2026 | $1.02 |
 TER (Chip-Tech) | Pay Day | Jun 12, 2026 | $0.13 |
 AMT (5GRevolution) | Ex-Dividend | Jun 12, 2026 | $1.79 |
GOOG | Pay Day | Jun 15, 2026 | $0.22 |
GOOGL | Pay Day | Jun 15, 2026 | $0.22 |
 META (BigTech) | Ex-Dividend | Jun 15, 2026 | $0.53 |
GOOGL (BigTech) | Pay Day | Jun 15, 2026 | $0.22 |
 Q (StanleyDruck13F) | Pay Day | Jun 15, 2026 | $0.08 |
GOOG (WarrenBuffet-CF) | Pay Day | Jun 15, 2026 | $0.22 |
 KO (WarrenBuffet-CF) | Ex-Dividend | Jun 15, 2026 | $0.53 |
GOOGL (WarrenBuffet-CF) | Pay Day | Jun 15, 2026 | $0.22 |
META (AI-Revolution) | Ex-Dividend | Jun 15, 2026 | $0.53 |
GOOGL (AI-Revolution) | Pay Day | Jun 15, 2026 | $0.22 |
GOOGL (QuantumComputing) | Pay Day | Jun 15, 2026 | $0.22 |
ORA.PA (5GRevolution) | Pay Day | Jun 15, 2026 | $0.53 |
 DLR (5GRevolution) | Ex-Dividend | Jun 15, 2026 | $1.22 |
 BCE (5GRevolution) | Ex-Dividend | Jun 15, 2026 | $0.32 |
 SWKS (Chip-Tech) | Pay Day | Jun 16, 2026 | $0.71 |
 ADI.US (Chip-Tech) | Pay Day | Jun 16, 2026 | $1.10 |
 LRCX (BigTech) | Ex-Dividend | Jun 17, 2026 | $0.26 |
 CRH (StanleyDruck13F) | Pay Day | Jun 17, 2026 | $0.39 |
 JBS (StanleyDruck13F) | Pay Day | Jun 17, 2026 | $1.00 |
LRCX (AI-Revolution) | Ex-Dividend | Jun 17, 2026 | $0.26 |
LRCX (Chip-Tech) | Ex-Dividend | Jun 17, 2026 | $0.26 |
 MSI (5GRevolution) | Ex-Dividend | Jun 17, 2026 | $1.21 |
 EQIX (5GRevolution) | Pay Day | Jun 17, 2026 | $5.16 |
 LIN (StanleyDruck13F) | Pay Day | Jun 18, 2026 | $1.60 |
 QSR (StanleyDruck13F) | Ex-Dividend | Jun 23, 2026 | $0.65 |
 STM.US (StanleyDruck13F) | Ex-Dividend | Jun 23, 2026 | $0.09 |
STM.US (QuantumComputing) | Ex-Dividend | Jun 23, 2026 | $0.09 |
 STX.US (StanleyDruck13F) | Ex-Dividend | Jun 24, 2026 | $0.74 |
 GFS (QuantumComputing) | Ex-Dividend | Jun 24, 2026 | $0.12 |
META (BigTech) | Pay Day | Jun 25, 2026 | $0.53 |
META (AI-Revolution) | Pay Day | Jun 25, 2026 | $0.53 |
 QCOM (Chip-Tech) | Pay Day | Jun 25, 2026 | $0.92 |
 NVDA (BigTech) | Pay Day | Jun 26, 2026 | $0.25 |
 HUM (StanleyDruck13F) | Ex-Dividend | Jun 26, 2026 | $0.89 |
 BAC (WarrenBuffet-CF) | Pay Day | Jun 26, 2026 | $0.28 |
 KHC (WarrenBuffet-CF) | Pay Day | Jun 26, 2026 | $0.40 |
NVDA (AI-Revolution) | Pay Day | Jun 26, 2026 | $0.25 |
NVDA (QuantumComputing) | Pay Day | Jun 26, 2026 | $0.25 |
NVDA (Chip-Tech) | Pay Day | Jun 26, 2026 | $0.25 |
NVDA (5GRevolution) | Pay Day | Jun 26, 2026 | $0.25 |
GS | Pay Day | Jun 29, 2026 | $4.50 |
 GLW (5GRevolution) | Pay Day | Jun 29, 2026 | $0.28 |
STM.US (StanleyDruck13F) | Pay Day | Jun 30, 2026 | $0.09 |
STM.US (QuantumComputing) | Pay Day | Jun 30, 2026 | $0.09 |
DLR (5GRevolution) | Pay Day | Jun 30, 2026 | $1.22 |
KO (WarrenBuffet-CF) | Pay Day | Jul 1, 2026 | $0.53 |
 CMCSA (5GRevolution) | Ex-Dividend | Jul 1, 2026 | $0.33 |
CRM (BigTech) | Pay Day | Jul 2, 2026 | $0.44 |
CB (WarrenBuffet-CF) | Pay Day | Jul 2, 2026 | $1.02 |
CRM (AI-Revolution) | Pay Day | Jul 2, 2026 | $0.44 |
TU (5GRevolution) | Pay Day | Jul 2, 2026 | $0.31 |
JPM | Ex-Dividend | Jul 6, 2026 | $1.50 |
 CSCO (QuantumComputing) | Ex-Dividend | Jul 6, 2026 | $0.42 |
CSCO (5GRevolution) | Ex-Dividend | Jul 6, 2026 | $0.42 |
QSR (StanleyDruck13F) | Pay Day | Jul 7, 2026 | $0.65 |
STX.US (StanleyDruck13F) | Pay Day | Jul 7, 2026 | $0.74 |
LRCX (BigTech) | Pay Day | Jul 8, 2026 | $0.26 |
LRCX (AI-Revolution) | Pay Day | Jul 8, 2026 | $0.26 |
LRCX (Chip-Tech) | Pay Day | Jul 8, 2026 | $0.26 |
TSM (BigTech) | Pay Day | Jul 9, 2026 | $0.95 |
TSM (StanleyDruck13F) | Pay Day | Jul 9, 2026 | $0.95 |
TSM (AI-Revolution) | Pay Day | Jul 9, 2026 | $0.95 |
TSM (Chip-Tech) | Pay Day | Jul 9, 2026 | $0.95 |
BABA (BigTech) | Pay Day | Jul 13, 2026 | $1.05 |
BABA (AI-Revolution) | Pay Day | Jul 13, 2026 | $1.05 |
AMT (5GRevolution) | Pay Day | Jul 13, 2026 | $1.79 |
GFS (QuantumComputing) | Pay Day | Jul 14, 2026 | $0.12 |
OXY (WarrenBuffet-CF) | Pay Day | Jul 15, 2026 | $0.26 |
MSI (5GRevolution) | Pay Day | Jul 15, 2026 | $1.21 |
BCE (5GRevolution) | Pay Day | Jul 15, 2026 | $0.32 |
CSCO (QuantumComputing) | Pay Day | Jul 22, 2026 | $0.42 |
CSCO (5GRevolution) | Pay Day | Jul 22, 2026 | $0.42 |
CMCSA (5GRevolution) | Pay Day | Jul 22, 2026 | $0.33 |
 VOD.L (5GRevolution) | Pay Day | Jul 30, 2026 | $0.03 |
JPM | Pay Day | Jul 31, 2026 | $1.50 |
HUM (StanleyDruck13F) | Pay Day | Jul 31, 2026 | $0.89 |
 SIMO (Chip-Tech) | Ex-Dividend | Aug 6, 2026 | $0.50 |
SIMO (Chip-Tech) | Pay Day | Aug 20, 2026 | $0.50 |
WMT | Ex-Dividend | Aug 21, 2026 | $0.25 |
WMT | Pay Day | Sep 8, 2026 | $0.25 |
Performance Metrics
Score 7.3/10
Beta
1.05
1.05
0
0.8
1.2
0
2
Sharpe Ratio
0.83
0.83
0
0.5
1
1.5
1.5
Sortino Ratio
1.39
1.39
0
1
2
3
3
Jensen's Alpha
8.09
8.09
-2
0
2
9
9
Omega Ratio
1.66
1.66
0
1
1.5
2.5
2.5
Treynor Ratio
1.39
1.39
0
0.75
1.25
2
2
Information Ratio
0.67
0.67
0
0.3
0.6
1
1
Calmar Ratio
1.34
1.34
0
0.3
0.6
2
2
Beta
1.05
1.05
0
0.8
1.2
0
2
Sharpe Ratio
0.83
0.83
0
0.5
1
1.5
1.5
Sortino Ratio
1.39
1.39
0
1
2
3
3
Jensen's Alpha
8.09
8.09
-2
0
2
9
9
Omega Ratio
1.66
1.66
0
1
1.5
2.5
2.5
Treynor Ratio
1.39
1.39
0
0.75
1.25
2
2
Information Ratio
0.67
0.67
0
0.3
0.6
1
1
Calmar Ratio
1.34
1.34
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
31.81
High:WMT
41.48WMTLow:JPM
14.89JPMDetails
PEG Ratio
162.22
High:JPM
603.47JPMLow:GOOG
60.94GOOGDetails
Price/Book
9.89
High:AAPL
42.87AAPLLow:JPM
2.42JPMDetails
Price/Sales
4.9
High:GOOGL
10.76GOOGLLow:WMT
1.3WMTDetails
Price/CF
17.98
High:AAPL
26.13AAPLLow:GS
2.27GSDetails
Price/FCF
42.38
High:
AMZN
325.85AMZNLow:GS
2.44GSDetails
P/E Ratio
31.81
High:WMT
41.48WMTLow:JPM
14.89JPMDetails
PEG Ratio
162.22
High:JPM
603.47JPMLow:GOOG
60.94GOOGDetails
Price/Book
9.89
High:AAPL
42.87AAPLLow:JPM
2.42JPMDetails
Price/Sales
4.9
High:GOOGL
10.76GOOGLLow:WMT
1.3WMTDetails
Price/CF
17.98
High:AAPL
26.13AAPLLow:GS
2.27GSDetails
Price/FCF
42.38
High:AMZN
325.85AMZNLow:GS
2.44GSDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-15.35% | Aug 2023 | Dec 2023 | 4 |
-11.85% | Feb 2025 | Jul 2025 | 5 |
-11.82% | Jun 2022 | Jan 2023 | 7 |
-7.27% | Apr 2023 | May 2023 | 1 |
-7.08% | Jan 2024 | May 2024 | 4 |
-6.86% | Feb 2026 | Apr 2026 | 2 |
-3.59% | Jun 2026 | - | 1 |
-0.23% | Oct 2024 | Nov 2024 | 1 |