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-1.36%
Today
-0.53%
This Month
-0.16%
Year To Date
+39.44%
2 Years
-41.96%
5 Years
-11.39%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading39.01%
- 📊 ETFs21.8%
- 💵 Cash15.24%
- 🏥 Health Services7.98%
- 🧬 Health Technology7.08%
- 🚗 Consumer Durables5.31%
- 🪙 Cryptocurrencies4.21%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE34.75%
- 🇺🇸 Nasdaq28.91%
- 🌍 Digital Currency8.45%
- 🇩🇪 Xetra ETFs6.89%
- 🇬🇧 LSE6.06%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States44.19%
- 🇩🇰 Denmark4.25%
- 🇨🇦 Canada1.73%
- 🇮🇱 Israel1.26%
- 🇬🇧 United Kingdom0.86%
- 🇺🇾 Uruguay0.69%
- 🇹🇼 Taiwan0.61%
- 🇦🇷 Argentina0.6%
- 🇿🇦 South Africa0.18%
- 🇳🇱 Netherlands0.08%
Dividends
Dividend Yield
0.58%
10 out of 21 instruments pay dividend.
17 dividend payments in the next 30 days.
Highest Dividend: $SCHD (4.03%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 UNH | 0.11% | 2.89% | $7.74 |
 StanleyDruck13F | 0.09% | 0.56% | - |
 ELV | 0.07% | 1.76% | $6.22 |
 NVO | 0.07% | 1.63% | $0.98 |
 SPXL | 0.06% | 1.04% | - |
 SCHD | 0.06% | 4.03% | - |
 Magnificent-7 | 0.05% | 0.33% | - |
 IWV | 0.03% | 1.17% | - |
 GoldWorldWide | 0.03% | 0.96% | - |
 TMO | 0.01% | 0.41% | $1.48 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 GOOGL (Magnificent-7) | Ex-Dividend | Jun 9, 2025 | $0.21 |
ELV | Ex-Dividend | Jun 10, 2025 | $1.71 |
 LLY (StanleyDruck13F) | Pay Day | Jun 10, 2025 | $1.50 |
 WAB (StanleyDruck13F) | Pay Day | Jun 10, 2025 | $0.25 |
 WPM (GoldWorldWide) | Pay Day | Jun 10, 2025 | $0.16 |
 HL (GoldWorldWide) | Pay Day | Jun 10, 2025 | $0.00 |
 NVDA (Magnificent-7) | Ex-Dividend | Jun 11, 2025 | $0.01 |
 MSFT (Magnificent-7) | Pay Day | Jun 12, 2025 | $0.83 |
 TSM (StanleyDruck13F) | Ex-Dividend | Jun 12, 2025 | $0.68 |
 AGI (GoldWorldWide) | Ex-Dividend | Jun 12, 2025 | $0.02 |
 FNV (GoldWorldWide) | Ex-Dividend | Jun 12, 2025 | $0.38 |
 KGC (GoldWorldWide) | Pay Day | Jun 12, 2025 | $0.03 |
TMO | Ex-Dividend | Jun 13, 2025 | $0.43 |
 AU (GoldWorldWide) | Pay Day | Jun 13, 2025 | $0.12 |
UNH | Ex-Dividend | Jun 16, 2025 | $2.21 |
 META (Magnificent-7) | Ex-Dividend | Jun 16, 2025 | $0.52 |
GOOGL (Magnificent-7) | Pay Day | Jun 16, 2025 | $0.21 |
 TECK (StanleyDruck13F) | Ex-Dividend | Jun 16, 2025 | $0.09 |
 B (GoldWorldWide) | Pay Day | Jun 16, 2025 | $0.10 |
 NEM (GoldWorldWide) | Pay Day | Jun 20, 2025 | $0.25 |
UNH | Pay Day | Jun 24, 2025 | $2.21 |
ELV | Pay Day | Jun 25, 2025 | $1.71 |
META (Magnificent-7) | Pay Day | Jun 26, 2025 | $0.52 |
AGI (GoldWorldWide) | Pay Day | Jun 26, 2025 | $0.02 |
FNV (GoldWorldWide) | Pay Day | Jun 26, 2025 | $0.38 |
TECK (StanleyDruck13F) | Pay Day | Jun 30, 2025 | $0.09 |
NVDA (Magnificent-7) | Pay Day | Jul 3, 2025 | $0.01 |
 RGLD (GoldWorldWide) | Ex-Dividend | Jul 3, 2025 | $0.45 |
TSM (StanleyDruck13F) | Pay Day | Jul 10, 2025 | $0.68 |
TMO | Pay Day | Jul 15, 2025 | $0.43 |
RGLD (GoldWorldWide) | Pay Day | Jul 17, 2025 | $0.45 |
 AEM (GoldWorldWide) | Ex-Dividend | Sep 2, 2025 | $0.40 |
AEM (GoldWorldWide) | Pay Day | Sep 15, 2025 | $0.40 |
Performance Metrics
Score 2.6/10
Beta
0.36
0.36
0
0.8
1.2
0
2
Sharpe Ratio
-0.43
-0.43
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.5
-0.5
-1
1
2
3
3
Jensen's Alpha
-13.36
-13.36
-14
0
2
4.5
4.5
Omega Ratio
0.44
0.44
0
1
1.5
2.5
2.5
Treynor Ratio
-2.62
-2.62
-3
0.75
1.25
2
2
Information Ratio
-0.72
-0.72
-1
0.3
0.6
1
1
Calmar Ratio
-0.19
-0.19
-1
0.3
0.6
1
1
Beta
0.36
0.36
0
0.8
1.2
0
2
Sharpe Ratio
-0.43
-0.43
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.5
-0.5
-1
1
2
3
3
Jensen's Alpha
-13.36
-13.36
-14
0
2
4.5
4.5
Omega Ratio
0.44
0.44
0
1
1.5
2.5
2.5
Treynor Ratio
-2.62
-2.62
-3
0.75
1.25
2
2
Information Ratio
-0.72
-0.72
-1
0.3
0.6
1
1
Calmar Ratio
-0.19
-0.19
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
41.71
High:
TSLA
182.61TSLALow:
UNH
12.56UNHDetails
PEG Ratio
128.85
High:
TMO
257.67TMOLow:UNH
27.76UNHDetails
Price/Book
7.44
High:
NVO
15.95NVOLow:
ELV
2.02ELVDetails
Price/Sales
2.81
High:TSLA
12.21TSLALow:ELV
0.47ELVDetails
Price/CF
31.15
High:TSLA
54.2TSLALow:NVO
14.25NVODetails
Price/FCF
68.4
High:TSLA
134.59TSLALow:UNH
28.04UNHDetails
P/E Ratio
41.71
High:TSLA
182.61TSLALow:UNH
12.56UNHDetails
PEG Ratio
128.85
High:TMO
257.67TMOLow:UNH
27.76UNHDetails
Price/Book
7.44
High:NVO
15.95NVOLow:ELV
2.02ELVDetails
Price/Sales
2.81
High:TSLA
12.21TSLALow:ELV
0.47ELVDetails
Price/CF
31.15
High:TSLA
54.2TSLALow:NVO
14.25NVODetails
Price/FCF
68.4
High:TSLA
134.59TSLALow:UNH
28.04UNHDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-60.03% | Mar 2021 | - | 52 |