Loading...
+5.01%
This Month
+2.89%
Year To Date
+18.84%
2 Years
+18.84%
5 Years
+18.84%
10 Years
+18.84%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading65.36%
- 💵 Cash17.83%
- 🚗 Consumer Durables6.73%
- 🪙 Cryptocurrencies6.35%
- 🪨 Non Energy Minerals4.67%
- 📡 Communications1.33%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE60.12%
- 🇺🇸 Nasdaq17.03%
- 🌍 Digital Currency6.35%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States71.15%
- 🇲🇽 Mexico4.67%
- 🇪🇸 Spain1.33%
Dividends
Dividend Yield
1.51%
5 out of 7 instruments pay dividend.
13 dividend payments in the next 30 days.
Highest Dividend: $TELFY (5.67%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 LongGroMo-CXN | 0.5% | 2.12% | - |
 GrowQualST-JGC | 0.46% | 2.2% | - |
 LongFinVal-HXZ | 0.44% | 2.11% | - |
 TELFY | 0.08% | 5.67% | $0.24 |
 CX | 0.03% | 0.75% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 PG (GrowQualST-JGC) | Ex-Dividend | Apr 24, 2026 | $1.09 |
 ORCL (LongFinVal-HXZ) | Pay Day | Apr 24, 2026 | $0.50 |
 AMT (LongGroMo-CXN) | Pay Day | Apr 28, 2026 | $1.79 |
 JPM (LongFinVal-HXZ) | Pay Day | Apr 30, 2026 | $1.50 |
JPM (LongGroMo-CXN) | Pay Day | Apr 30, 2026 | $1.50 |
 O (LongGroMo-CXN) | Ex-Dividend | Apr 30, 2026 | $0.27 |
 FCX (LongGroMo-CXN) | Pay Day | May 1, 2026 | $0.15 |
 PNC (LongFinVal-HXZ) | Pay Day | May 5, 2026 | $1.70 |
 DE (LongFinVal-HXZ) | Pay Day | May 8, 2026 | $1.62 |
 GD (LongFinVal-HXZ) | Pay Day | May 8, 2026 | $1.59 |
 NUE (LongGroMo-CXN) | Pay Day | May 11, 2026 | $0.56 |
 APD (LongGroMo-CXN) | Pay Day | May 11, 2026 | $1.81 |
PG (GrowQualST-JGC) | Pay Day | May 15, 2026 | $1.09 |
 ABBV (GrowQualST-JGC) | Pay Day | May 15, 2026 | $1.73 |
O (LongGroMo-CXN) | Pay Day | May 15, 2026 | $0.27 |
 MSFT (GrowQualST-JGC) | Ex-Dividend | May 21, 2026 | $0.91 |
MSFT (LongFinVal-HXZ) | Ex-Dividend | May 21, 2026 | $0.91 |
 JNJ (LongFinVal-HXZ) | Ex-Dividend | May 26, 2026 | $1.34 |
 GS (LongGroMo-CXN) | Ex-Dividend | Jun 1, 2026 | $4.50 |
JNJ (LongFinVal-HXZ) | Pay Day | Jun 9, 2026 | $1.34 |
MSFT (GrowQualST-JGC) | Pay Day | Jun 11, 2026 | $0.91 |
MSFT (LongFinVal-HXZ) | Pay Day | Jun 11, 2026 | $0.91 |
 ADP (LongFinVal-HXZ) | Ex-Dividend | Jun 12, 2026 | $1.70 |
GS (LongGroMo-CXN) | Pay Day | Jun 29, 2026 | $4.50 |
ADP (LongFinVal-HXZ) | Pay Day | Jul 1, 2026 | $1.70 |
Performance Metrics
Score 5.7/10
Beta
0.59
0.59
0
0.8
1.2
0
2
Sharpe Ratio
1.16
1.16
0
0.5
1
2
2
Sortino Ratio
1.79
1.79
0
1
2
3
3
Jensen's Alpha
0.4
0.4
-2
0
2
4.5
4.5
Omega Ratio
0.59
0.59
0
1
1.5
2.5
2.5
Treynor Ratio
1.24
1.24
0
0.75
1.25
2
2
Information Ratio
-0.85
-0.85
-1
0.3
0.6
1
1
Calmar Ratio
3.04
3.04
0
0.3
0.6
4
4
Beta
0.59
0.59
0
0.8
1.2
0
2
Sharpe Ratio
1.16
1.16
0
0.5
1
2
2
Sortino Ratio
1.79
1.79
0
1
2
3
3
Jensen's Alpha
0.4
0.4
-2
0
2
4.5
4.5
Omega Ratio
0.59
0.59
0
1
1.5
2.5
2.5
Treynor Ratio
1.24
1.24
0
0.75
1.25
2
2
Information Ratio
-0.85
-0.85
-1
0.3
0.6
1
1
Calmar Ratio
3.04
3.04
0
0.3
0.6
4
4
Portfolio Valuation
Based on current positions
P/E Ratio
347.46
High:
TSLA
364.78TSLALow:TELFY
-9.86TELFYDetails
PEG Ratio
702.78
High:CX
702.78CXLow:CX
702.78CXDetails
Price/Book
15.84
High:TSLA
17.92TSLALow:CX
1.3CXDetails
Price/Sales
12.36
High:TSLA
14.65TSLALow:TELFY
0.52TELFYDetails
Price/CF
88.1
High:TSLA
107.92TSLALow:TELFY
2.49TELFYDetails
Price/FCF
213.51
High:TSLA
255.88TSLALow:TELFY
8.51TELFYDetails
P/E Ratio
347.46
High:TSLA
364.78TSLALow:TELFY
-9.86TELFYDetails
PEG Ratio
702.78
High:CX
702.78CXLow:CX
702.78CXDetails
Price/Book
15.84
High:TSLA
17.92TSLALow:CX
1.3CXDetails
Price/Sales
12.36
High:TSLA
14.65TSLALow:TELFY
0.52TELFYDetails
Price/CF
88.1
High:TSLA
107.92TSLALow:TELFY
2.49TELFYDetails
Price/FCF
213.51
High:TSLA
255.88TSLALow:TELFY
8.51TELFYDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-4.34% | Mar 2026 | Apr 2026 | 1 |
-1.39% | Nov 2025 | Jan 2026 | 2 |