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-2.18%
This Month
+1.95%
Year To Date
+17.75%
2 Years
+17.75%
5 Years
+17.75%
10 Years
+17.75%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading65.22%
- 💵 Cash17.81%
- 🚗 Consumer Durables7.07%
- 🪙 Cryptocurrencies5.64%
- 🪨 Non Energy Minerals5.11%
- 📡 Communications1.35%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE59.67%
- 🇺🇸 Nasdaq18.08%
- 🌍 Digital Currency5.64%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States71.29%
- 🇲🇽 Mexico5.11%
- 🇪🇸 Spain1.35%
Dividends
Dividend Yield
1.53%
5 out of 7 instruments pay dividend.
33 dividend payments in the next 30 days.
Highest Dividend: $TELFY (5.71%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 LongGroMo-CXN | 0.51% | 2.19% | - |
 GrowQualST-JGC | 0.46% | 2.22% | - |
 LongFinVal-HXZ | 0.44% | 2.08% | - |
 TELFY | 0.08% | 5.71% | $0.24 |
 CX | 0.04% | 0.69% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 SO (GrowQualST-JGC) | Pay Day | Jun 8, 2026 | $0.76 |
SO (LongGroMo-CXN) | Pay Day | Jun 8, 2026 | $0.76 |
 SPG (GrowQualST-JGC) | Ex-Dividend | Jun 9, 2026 | $2.25 |
 JNJ (LongFinVal-HXZ) | Pay Day | Jun 9, 2026 | $1.34 |
 LLY (GrowQualST-JGC) | Pay Day | Jun 10, 2026 | $1.73 |
LLY (LongFinVal-HXZ) | Pay Day | Jun 10, 2026 | $1.73 |
 MSFT (GrowQualST-JGC) | Pay Day | Jun 11, 2026 | $0.91 |
 RTX (GrowQualST-JGC) | Pay Day | Jun 11, 2026 | $0.73 |
MSFT (LongFinVal-HXZ) | Pay Day | Jun 11, 2026 | $0.91 |
 PFE (LongFinVal-HXZ) | Pay Day | Jun 12, 2026 | $0.43 |
 ADP (LongFinVal-HXZ) | Ex-Dividend | Jun 12, 2026 | $1.70 |
 ALB (LongGroMo-CXN) | Ex-Dividend | Jun 12, 2026 | $0.41 |
 AMT (LongGroMo-CXN) | Ex-Dividend | Jun 12, 2026 | $1.79 |
 NEE (GrowQualST-JGC) | Pay Day | Jun 15, 2026 | $0.62 |
 MRK (LongFinVal-HXZ) | Ex-Dividend | Jun 15, 2026 | $0.85 |
 EXC (LongGroMo-CXN) | Pay Day | Jun 15, 2026 | $0.42 |
NEE (LongGroMo-CXN) | Pay Day | Jun 15, 2026 | $0.62 |
 XEL (LongGroMo-CXN) | Ex-Dividend | Jun 15, 2026 | $0.59 |
 DLR (LongGroMo-CXN) | Ex-Dividend | Jun 15, 2026 | $1.22 |
 O (LongGroMo-CXN) | Pay Day | Jun 15, 2026 | $0.27 |
 PLD (GrowQualST-JGC) | Ex-Dividend | Jun 16, 2026 | $1.07 |
 DUK (LongGroMo-CXN) | Pay Day | Jun 16, 2026 | $1.06 |
PLD (LongGroMo-CXN) | Ex-Dividend | Jun 16, 2026 | $1.07 |
 NOC (GrowQualST-JGC) | Pay Day | Jun 17, 2026 | $2.47 |
 NEM (LongGroMo-CXN) | Pay Day | Jun 22, 2026 | $0.26 |
 BLK (LongFinVal-HXZ) | Pay Day | Jun 23, 2026 | $5.73 |
BLK (LongGroMo-CXN) | Pay Day | Jun 23, 2026 | $5.73 |
 LMT (GrowQualST-JGC) | Pay Day | Jun 26, 2026 | $3.45 |
 NVDA (GrowQualST-JGC) | Pay Day | Jun 26, 2026 | $0.25 |
 BAC (LongFinVal-HXZ) | Pay Day | Jun 26, 2026 | $0.28 |
LMT (LongFinVal-HXZ) | Pay Day | Jun 26, 2026 | $3.45 |
NVDA (LongFinVal-HXZ) | Pay Day | Jun 26, 2026 | $0.25 |
BAC (LongGroMo-CXN) | Pay Day | Jun 26, 2026 | $0.28 |
 GS (LongGroMo-CXN) | Pay Day | Jun 29, 2026 | $4.50 |
 ES (GrowQualST-JGC) | Pay Day | Jun 30, 2026 | $0.79 |
SPG (GrowQualST-JGC) | Pay Day | Jun 30, 2026 | $2.25 |
PLD (GrowQualST-JGC) | Pay Day | Jun 30, 2026 | $1.07 |
 REXR (GrowQualST-JGC) | Ex-Dividend | Jun 30, 2026 | $0.43 |
 UNP (LongFinVal-HXZ) | Pay Day | Jun 30, 2026 | $1.38 |
 DE (LongFinVal-HXZ) | Ex-Dividend | Jun 30, 2026 | $1.62 |
PLD (LongGroMo-CXN) | Pay Day | Jun 30, 2026 | $1.07 |
DLR (LongGroMo-CXN) | Pay Day | Jun 30, 2026 | $1.22 |
ADP (LongFinVal-HXZ) | Pay Day | Jul 1, 2026 | $1.70 |
ALB (LongGroMo-CXN) | Pay Day | Jul 1, 2026 | $0.41 |
 APD (LongGroMo-CXN) | Ex-Dividend | Jul 1, 2026 | $1.81 |
 CUBE (LongGroMo-CXN) | Ex-Dividend | Jul 1, 2026 | $0.53 |
 JPM (LongFinVal-HXZ) | Ex-Dividend | Jul 6, 2026 | $1.50 |
JPM (LongGroMo-CXN) | Ex-Dividend | Jul 6, 2026 | $1.50 |
MRK (LongFinVal-HXZ) | Pay Day | Jul 8, 2026 | $0.85 |
AMT (LongGroMo-CXN) | Pay Day | Jul 13, 2026 | $1.79 |
REXR (GrowQualST-JGC) | Pay Day | Jul 15, 2026 | $0.43 |
CUBE (LongGroMo-CXN) | Pay Day | Jul 15, 2026 | $0.53 |
XEL (LongGroMo-CXN) | Pay Day | Jul 20, 2026 | $0.59 |
JPM (LongFinVal-HXZ) | Pay Day | Jul 31, 2026 | $1.50 |
JPM (LongGroMo-CXN) | Pay Day | Jul 31, 2026 | $1.50 |
DE (LongFinVal-HXZ) | Pay Day | Aug 10, 2026 | $1.62 |
APD (LongGroMo-CXN) | Pay Day | Aug 10, 2026 | $1.81 |
Performance Metrics
Score 6.5/10
Beta
0.49
0.49
0
0.8
1.2
0
2
Sharpe Ratio
1.49
1.49
0
0.5
1
2
2
Sortino Ratio
2.51
2.51
0
1
2
3
3
Jensen's Alpha
0.86
0.86
-2
0
2
4.5
4.5
Omega Ratio
0.4
0.4
0
1
1.5
2.5
2.5
Treynor Ratio
2.04
2.04
0
0.75
1.25
3
3
Information Ratio
-1.31
-1.31
-2
0.3
0.6
1
1
Calmar Ratio
3.82
3.82
0
0.3
0.6
4
4
Beta
0.49
0.49
0
0.8
1.2
0
2
Sharpe Ratio
1.49
1.49
0
0.5
1
2
2
Sortino Ratio
2.51
2.51
0
1
2
3
3
Jensen's Alpha
0.86
0.86
-2
0
2
4.5
4.5
Omega Ratio
0.4
0.4
0
1
1.5
2.5
2.5
Treynor Ratio
2.04
2.04
0
0.75
1.25
3
3
Information Ratio
-1.31
-1.31
-2
0.3
0.6
1
1
Calmar Ratio
3.82
3.82
0
0.3
0.6
4
4
Portfolio Valuation
Based on current positions
P/E Ratio
393.89
High:
TSLA
382.29TSLALow:TELFY
-9.86TELFYDetails
PEG Ratio
N/A
Details
Price/Book
16.51
High:TSLA
18.68TSLALow:CX
1.42CXDetails
Price/Sales
12.79
High:TSLA
15.13TSLALow:TELFY
0.52TELFYDetails
Price/CF
68
High:TSLA
79.58TSLALow:TELFY
2.49TELFYDetails
Price/FCF
160.74
High:TSLA
187.89TSLALow:TELFY
8.51TELFYDetails
P/E Ratio
393.89
High:TSLA
382.29TSLALow:TELFY
-9.86TELFYDetails
PEG Ratio
N/A
Details
Price/Book
16.51
High:TSLA
18.68TSLALow:CX
1.42CXDetails
Price/Sales
12.79
High:TSLA
15.13TSLALow:TELFY
0.52TELFYDetails
Price/CF
68
High:TSLA
79.58TSLALow:TELFY
2.49TELFYDetails
Price/FCF
160.74
High:TSLA
187.89TSLALow:TELFY
8.51TELFYDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-4.34% | Mar 2026 | May 2026 | 2 |
-2.18% | Jun 2026 | - | 1 |
-1.39% | Nov 2025 | Jan 2026 | 2 |