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0%
This Month
+5.56%
Year To Date
+21.92%
2 Years
+21.92%
5 Years
+21.92%
10 Years
+18.52%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading66.62%
- 💵 Cash17.78%
- 🚗 Consumer Durables6.57%
- 🪙 Cryptocurrencies6.42%
- 🪨 Non Energy Minerals4.07%
- 📡 Communications1.07%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE58.73%
- 🇺🇸 Nasdaq18.18%
- 🌍 Digital Currency6.42%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States71.76%
- 🇲🇽 Mexico4.07%
- 🇪🇸 Spain1.07%
Dividends
Dividend Yield
1.53%
5 out of 7 instruments pay dividend.
8 dividend payments in the next 30 days.
Highest Dividend: $TELFY (6.92%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 LongGroMo-CXN | 0.5% | 2.32% | - |
 GrowQualST-JGC | 0.47% | 2.11% | - |
 LongFinVal-HXZ | 0.44% | 1.93% | - |
 TELFY | 0.07% | 6.92% | $0.24 |
 CX | 0.04% | 1% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 PNC (LongFinVal-HXZ) | Pay Day | Nov 5, 2026 | $1.70 |
 WFC (LongFinVal-HXZ) | Ex-Dividend | Nov 7, 2026 | $0.45 |
 DE (LongFinVal-HXZ) | Pay Day | Nov 9, 2026 | $1.62 |
 APD (LongGroMo-CXN) | Pay Day | Nov 9, 2026 | $1.81 |
 AAPL (GrowQualST-JGC) | Ex-Dividend | Nov 10, 2026 | $0.27 |
AAPL (LongFinVal-HXZ) | Ex-Dividend | Nov 10, 2026 | $0.27 |
 NUE (LongGroMo-CXN) | Pay Day | Nov 10, 2026 | $0.56 |
 GD (LongFinVal-HXZ) | Pay Day | Nov 13, 2026 | $1.59 |
 O (LongGroMo-CXN) | Pay Day | Nov 13, 2026 | $0.27 |
 RTX (GrowQualST-JGC) | Ex-Dividend | Nov 14, 2026 | $0.73 |
 LLY (GrowQualST-JGC) | Ex-Dividend | Nov 14, 2026 | $1.73 |
LLY (LongFinVal-HXZ) | Ex-Dividend | Nov 14, 2026 | $1.73 |
 DUK (LongGroMo-CXN) | Ex-Dividend | Nov 14, 2026 | $1.06 |
 SCHW (LongGroMo-CXN) | Ex-Dividend | Nov 14, 2026 | $0.32 |
 PG (GrowQualST-JGC) | Pay Day | Nov 16, 2026 | $1.09 |
 ABBV (GrowQualST-JGC) | Pay Day | Nov 16, 2026 | $1.73 |
 SO (GrowQualST-JGC) | Ex-Dividend | Nov 17, 2026 | $0.76 |
 UPS (LongFinVal-HXZ) | Ex-Dividend | Nov 17, 2026 | $1.64 |
SO (LongGroMo-CXN) | Ex-Dividend | Nov 17, 2026 | $0.76 |
 MSFT (GrowQualST-JGC) | Ex-Dividend | Nov 20, 2026 | $0.91 |
MSFT (LongFinVal-HXZ) | Ex-Dividend | Nov 20, 2026 | $0.91 |
 JNJ (LongFinVal-HXZ) | Ex-Dividend | Nov 25, 2026 | $1.34 |
 NEE (GrowQualST-JGC) | Ex-Dividend | Nov 28, 2026 | $0.62 |
NEE (LongGroMo-CXN) | Ex-Dividend | Nov 28, 2026 | $0.62 |
O (LongGroMo-CXN) | Ex-Dividend | Nov 30, 2026 | $0.27 |
 LMT (GrowQualST-JGC) | Ex-Dividend | Dec 1, 2026 | $3.45 |
 NOC (GrowQualST-JGC) | Ex-Dividend | Dec 1, 2026 | $2.47 |
LMT (LongFinVal-HXZ) | Ex-Dividend | Dec 1, 2026 | $3.45 |
 UNP (LongFinVal-HXZ) | Ex-Dividend | Dec 1, 2026 | $1.38 |
 GS (LongGroMo-CXN) | Ex-Dividend | Dec 1, 2026 | $4.50 |
 NEM (LongGroMo-CXN) | Ex-Dividend | Dec 3, 2026 | $0.26 |
 BAC (LongFinVal-HXZ) | Ex-Dividend | Dec 4, 2026 | $0.28 |
BAC (LongGroMo-CXN) | Ex-Dividend | Dec 4, 2026 | $0.28 |
 EXC (LongGroMo-CXN) | Ex-Dividend | Dec 4, 2026 | $0.42 |
 BLK (LongFinVal-HXZ) | Ex-Dividend | Dec 8, 2026 | $5.73 |
BLK (LongGroMo-CXN) | Ex-Dividend | Dec 8, 2026 | $5.73 |
 SPG (GrowQualST-JGC) | Ex-Dividend | Dec 9, 2026 | $2.25 |
 NVDA (GrowQualST-JGC) | Ex-Dividend | Dec 10, 2026 | $0.25 |
NVDA (LongFinVal-HXZ) | Ex-Dividend | Dec 10, 2026 | $0.25 |
 ADP (LongFinVal-HXZ) | Ex-Dividend | Dec 11, 2026 | $1.70 |
 ALB (LongGroMo-CXN) | Ex-Dividend | Dec 11, 2026 | $0.41 |
 UNH (GrowQualST-JGC) | Ex-Dividend | Dec 14, 2026 | $2.21 |
UNH (LongFinVal-HXZ) | Ex-Dividend | Dec 14, 2026 | $2.21 |
CX | Ex-Dividend | Dec 15, 2026 | $1.33 |
 MRK (LongFinVal-HXZ) | Ex-Dividend | Dec 15, 2026 | $0.85 |
 XEL (LongGroMo-CXN) | Ex-Dividend | Dec 15, 2026 | $0.59 |
 DLR (LongGroMo-CXN) | Ex-Dividend | Dec 15, 2026 | $1.22 |
 PLD (GrowQualST-JGC) | Ex-Dividend | Dec 16, 2026 | $1.07 |
PLD (LongGroMo-CXN) | Ex-Dividend | Dec 16, 2026 | $1.07 |
TELFY | Ex-Dividend | Dec 17, 2026 | $0.18 |
 ES (GrowQualST-JGC) | Ex-Dividend | Dec 21, 2026 | $0.79 |
 REXR (GrowQualST-JGC) | Ex-Dividend | Dec 30, 2026 | $0.43 |
DE (LongFinVal-HXZ) | Ex-Dividend | Dec 30, 2026 | $1.62 |
NUE (LongGroMo-CXN) | Ex-Dividend | Dec 30, 2026 | $0.56 |
 AMT (LongGroMo-CXN) | Ex-Dividend | Dec 30, 2026 | $1.79 |
APD (LongGroMo-CXN) | Ex-Dividend | Jan 1, 2027 | $1.81 |
 CUBE (LongGroMo-CXN) | Ex-Dividend | Jan 1, 2027 | $0.53 |
 JPM (LongFinVal-HXZ) | Ex-Dividend | Jan 6, 2027 | $1.50 |
JPM (LongGroMo-CXN) | Ex-Dividend | Jan 6, 2027 | $1.50 |
 ORCL (LongFinVal-HXZ) | Ex-Dividend | Jan 9, 2027 | $0.50 |
GD (LongFinVal-HXZ) | Ex-Dividend | Jan 9, 2027 | $1.59 |
PNC (LongFinVal-HXZ) | Ex-Dividend | Jan 14, 2027 | $1.70 |
ABBV (GrowQualST-JGC) | Ex-Dividend | Jan 15, 2027 | $1.73 |
 FCX (LongGroMo-CXN) | Ex-Dividend | Jan 15, 2027 | $0.15 |
PG (GrowQualST-JGC) | Ex-Dividend | Jan 23, 2027 | $1.09 |
 PFE (LongFinVal-HXZ) | Ex-Dividend | Jan 24, 2027 | $0.43 |
Performance Metrics
Score 6.2/10
Beta
0.52
0.52
0
0.8
1.2
0
2
Sharpe Ratio
1.32
1.32
0
0.5
1
2
2
Sortino Ratio
2.1
2.1
0
1
2
3
3
Jensen's Alpha
0.47
0.47
-2
0
2
4.5
4.5
Omega Ratio
0.45
0.45
0
1
1.5
2.5
2.5
Treynor Ratio
1.7
1.7
0
0.75
1.25
2
2
Information Ratio
-1.14
-1.14
-2
0.3
0.6
1
1
Calmar Ratio
3.48
3.48
0
0.3
0.6
4
4
Beta
0.52
0.52
0
0.8
1.2
0
2
Sharpe Ratio
1.32
1.32
0
0.5
1
2
2
Sortino Ratio
2.1
2.1
0
1
2
3
3
Jensen's Alpha
0.47
0.47
-2
0
2
4.5
4.5
Omega Ratio
0.45
0.45
0
1
1.5
2.5
2.5
Treynor Ratio
1.7
1.7
0
0.75
1.25
2
2
Information Ratio
-1.14
-1.14
-2
0.3
0.6
1
1
Calmar Ratio
3.48
3.48
0
0.3
0.6
4
4
Portfolio Valuation
Based on current positions
P/E Ratio
439.15
High:
TSLA
439.79TSLALow:TELFY
-9.86TELFYDetails
PEG Ratio
N/A
Details
Price/Book
16.05
High:TSLA
17.7TSLALow:CX
1.23CXDetails
Price/Sales
11.95
High:TSLA
13.67TSLALow:TELFY
0.52TELFYDetails
Price/CF
60.1
High:TSLA
67.15TSLALow:TELFY
2.49TELFYDetails
Price/FCF
288.51
High:TSLA
380.38TSLALow:TELFY
8.51TELFYDetails
P/E Ratio
439.15
High:TSLA
439.79TSLALow:TELFY
-9.86TELFYDetails
PEG Ratio
N/A
Details
Price/Book
16.05
High:TSLA
17.7TSLALow:CX
1.23CXDetails
Price/Sales
11.95
High:TSLA
13.67TSLALow:TELFY
0.52TELFYDetails
Price/CF
60.1
High:TSLA
67.15TSLALow:TELFY
2.49TELFYDetails
Price/FCF
288.51
High:TSLA
380.38TSLALow:TELFY
8.51TELFYDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-4.34% | Mar 2026 | May 2026 | 2 |
-3.98% | Sep 2026 | - | 3 |
-3.2% | Jun 2026 | Aug 2026 | 2 |
-1.39% | Nov 2025 | Jan 2026 | 2 |