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+2.18%
This Month
+3.08%
Year To Date
+19.06%
2 Years
+19.06%
5 Years
+19.06%
10 Years
+19.06%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading67.77%
- 💵 Cash17.82%
- 🪙 Cryptocurrencies5.38%
- 🚗 Consumer Durables5.18%
- 🪨 Non Energy Minerals4.78%
- 📡 Communications1.22%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE61.58%
- 🇺🇸 Nasdaq16.17%
- 🌍 Digital Currency5.38%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States71.74%
- 🇲🇽 Mexico4.78%
- 🇪🇸 Spain1.22%
Dividends
Dividend Yield
1.55%
5 out of 7 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: $TELFY (6.24%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 LongGroMo-CXN | 0.52% | 2.24% | - |
 GrowQualST-JGC | 0.47% | 2.11% | - |
 LongFinVal-HXZ | 0.45% | 2% | - |
 TELFY | 0.08% | 6.24% | $0.24 |
 CX | 0.04% | 0.81% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 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
385.2
High:
TSLA
372.52TSLALow:TELFY
-9.86TELFYDetails
PEG Ratio
N/A
Details
Price/Book
15.61
High:TSLA
18.2TSLALow:CX
1.37CXDetails
Price/Sales
11.99
High:TSLA
14.74TSLALow:TELFY
0.52TELFYDetails
Price/CF
65.51
High:TSLA
79.58TSLALow:TELFY
2.49TELFYDetails
Price/FCF
154.91
High:TSLA
187.89TSLALow:TELFY
8.51TELFYDetails
P/E Ratio
385.2
High:TSLA
372.52TSLALow:TELFY
-9.86TELFYDetails
PEG Ratio
N/A
Details
Price/Book
15.61
High:TSLA
18.2TSLALow:CX
1.37CXDetails
Price/Sales
11.99
High:TSLA
14.74TSLALow:TELFY
0.52TELFYDetails
Price/CF
65.51
High:TSLA
79.58TSLALow:TELFY
2.49TELFYDetails
Price/FCF
154.91
High:TSLA
187.89TSLALow:TELFY
8.51TELFYDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-4.34% | Mar 2026 | May 2026 | 2 |
-3.2% | Jun 2026 | - | 2 |
-1.39% | Nov 2025 | Jan 2026 | 2 |