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+6.59%
This Month
+30.55%
Year To Date
+114.54%
2 Years
+132.09%
5 Years
+281.82%
10 Years
+18.03%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading40.96%
- 💻 Electronic Technology18.67%
- 🖥️ Technology Services13.81%
- 💰 Finance5.05%
- 🚗 Consumer Durables4.96%
- 📊 ETFs4.95%
- 🛠️ Producer Manufacturing3.13%
- 🛍️ Retail Trade3.1%
- 🧬 Health Technology0.86%
- 🍞 Consumer Non Durables0.85%
- 🚚 Transportation0.76%
- 🏭 Industrial Services0.74%
- 🏥 Health Services0.47%
- 💼 Commercial Services0.34%
- 🪨 Non Energy Minerals0.32%
- 📦 Distribution Services0.3%
- 🧩 Miscellaneous0.3%
- 💇♀️ Consumer Services0.26%
- 💵 Cash0.13%
- 🧪 Process Industries0.06%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq55.74%
- 🇺🇸 NYSE24.34%
- 🌍 Digital Currency8.19%
- 🇬🇧 LSE2.96%
- 🇭🇰 Hong Kong Exchanges2.79%
- 🇩🇪 FRA1.08%
- 🇫🇷 Euronext Paris0.97%
- 🇪🇸 Bolsa De Madrid0.77%
- 🇺🇸 Chicago Board Options Exchange0.76%
- 🇨🇭 SIX0.58%
- 🇮🇹 Borsa Italiana0.45%
- 🇳🇱 Euronext Amsterdam0.41%
- 🇸🇪 Stockholm Stock Exchange0.2%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States69.41%
- 🇨🇳 China4.12%
- 🇹🇼 Taiwan1.21%
- 🇩🇪 Germany1.08%
- 🇳🇱 Netherlands1%
- 🇨🇦 Canada1%
- 🇺🇾 Uruguay0.91%
- 🇱🇺 Luxembourg0.9%
- 🇨🇭 Switzerland0.81%
- 🇪🇸 Spain0.77%
- 🇫🇷 France0.65%
- 🇬🇧 United Kingdom0.64%
- 🇯🇵 Japan0.6%
- 🇦🇺 Australia0.53%
- 🇰🇷 South Korea0.5%
- 🇭🇰 Hong Kong0.47%
- 🇮🇹 Italy0.45%
- 🇮🇱 Israel0.31%
- 🇸🇪 Sweden0.2%
- 🇸🇬 Singapore0.19%
- 🇮🇳 India0.18%
- 🇮🇪 Ireland0.17%
Dividends
Dividend Yield
0.73%
67 out of 108 instruments pay dividend.
26 dividend payments in the next 30 days.
Highest Dividend: $1919.HK (13.22%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 TheBigBanks | 0.22% | 3.32% | - |
 Driverless | 0.06% | 0.79% | - |
 RenewableEnergy | 0.05% | 1.16% | - |
 BitcoinWorldWide | 0.04% | 0.52% | - |
 LMT | 0.03% | 2.75% | $12.45 |
 1919.HK | 0.02% | 13.22% | - |
 AVGO | 0.02% | 0.65% | $19.7 |
 316.HK | 0.02% | 12.06% | - |
 MSFT | 0.02% | 0.64% | $3 |
 QCOM | 0.02% | 1.87% | $3.25 |
 C | 0.02% | 2.3% | $2.12 |
 AI-Revolution | 0.01% | 0.2% | - |
 F | 0.01% | 5.68% | $0.78 |
 BAC | 0.01% | 2.04% | $0.96 |
 LRCX | 0.01% | 0.61% | $8 |
 GD | 0.01% | 1.67% | $5.48 |
 V | 0.01% | 0.68% | $2.01 |
 NTES | 0.01% | 1.98% | $2.58 |
 UNH | 0.01% | 2.35% | $7.74 |
 GOOG | 0.01% | 0.3% | $0.2 |
 META | 0.01% | 0.34% | $1 |
 WSO | 0.01% | 3.21% | $10.05 |
 RTX | 0.01% | 1.46% | $2.44 |
 TSM | 0.01% | 0.83% | $1.74 |
 PGHN.ZU | 0.01% | 4.2% | $39 |
 AAPL | 0.01% | 0.38% | $0.97 |
 BLK | 0.01% | 1.84% | $20.2 |
 PSA | 0.01% | 4% | $12 |
 ALLY | 0% | 2.91% | $1.2 |
 MS | 0% | 2.32% | $3.4 |
 MU | 0% | 0.21% | $0.46 |
 GM | 0% | 0.82% | $0.42 |
 HON | 0% | 2.14% | $4.27 |
 SCHP.ZU | 0% | 2.06% | $4 |
 COKE | 0% | 0.78% | $2 |
 AIR.PA | 0% | 0.96% | $1.8 |
 HUBB | 0% | 1.24% | $4.78 |
 URI | 0% | 0.8% | $6.22 |
 GWW | 0% | 0.88% | $7.63 |
 STZ | 0% | 2.96% | $3.68 |
 ERIE | 0% | 1.65% | $5.01 |
 CRM | 0% | 0.65% | $0.4 |
 VMI | 0% | 0.64% | $2.4 |
 TPL | 0% | 0.69% | $4.5 |
 KLAC | 0% | 0.59% | $5.65 |
 DAL | 0% | 1.12% | $0.3 |
 INTU | 0% | 0.63% | $3.6 |
 CTAS | 0% | 0.86% | $5.4 |
 MA | 0% | 0.53% | $2.46 |
 MLM | 0% | 0.52% | $2.96 |
 FIX | 0% | 0.2% | $1.02 |
 COST | 0% | 0.55% | $19.22 |
 NXPI | 0% | 1.83% | $4.06 |
 CSL | 0% | 1.21% | $3.4 |
 AMAT | 0% | 0.77% | $1.44 |
 KWR | 0% | 1.47% | $1.82 |
 ODFL | 0% | 0.82% | $0.92 |
 WDC | 0% | 0.16% | - |
 FCNCA | 0% | 0.45% | $5.67 |
 OLED | 0% | 1.16% | $1.5 |
 ASML.NV | 0% | 0.72% | $6.1 |
 NVDA | 0% | 0.02% | $0.02 |
 TFX | 0% | 1.03% | $1.36 |
 ASML | 0% | 0.59% | $5.57 |
 MUSA | 0% | 0.51% | $1.66 |
 REGN | 0% | 0.45% | - |
 CHE | 0% | 0.48% | $1.6 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
STZ | Ex-Dividend | Oct 30, 2025 | $1.02 |
 MRVL (Driverless) | Pay Day | Oct 30, 2025 | $0.06 |
 BMO (TheBigBanks) | Ex-Dividend | Oct 30, 2025 | $1.18 |
 SAN.MC (TheBigBanks) | Ex-Dividend | Oct 30, 2025 | $0.14 |
COST | Ex-Dividend | Oct 31, 2025 | $1.30 |
ALLY | Ex-Dividend | Oct 31, 2025 | $0.30 |
WSO | Pay Day | Oct 31, 2025 | $3.00 |
MS | Ex-Dividend | Oct 31, 2025 | $1.00 |
KWR | Pay Day | Oct 31, 2025 | $0.51 |
 JPM (TheBigBanks) | Pay Day | Oct 31, 2025 | $1.50 |
C | Ex-Dividend | Nov 3, 2025 | $0.60 |
 AON (BitcoinWorldWide) | Ex-Dividend | Nov 3, 2025 | $0.74 |
C (TheBigBanks) | Ex-Dividend | Nov 3, 2025 | $0.60 |
SAN.MC (TheBigBanks) | Pay Day | Nov 3, 2025 | $0.14 |
 0916.HK (RenewableEnergy) | Ex-Dividend | Nov 4, 2025 | $0.01 |
 BBVA.MC (BitcoinWorldWide) | Ex-Dividend | Nov 5, 2025 | $0.38 |
 PNC (TheBigBanks) | Pay Day | Nov 5, 2025 | $1.70 |
DAL | Pay Day | Nov 6, 2025 | $0.19 |
ASML.NV | Pay Day | Nov 6, 2025 | $1.86 |
MA | Pay Day | Nov 7, 2025 | $0.76 |
COKE | Pay Day | Nov 7, 2025 | $0.25 |
MA (BitcoinWorldWide) | Pay Day | Nov 7, 2025 | $0.76 |
BBVA.MC (BitcoinWorldWide) | Pay Day | Nov 7, 2025 | $0.38 |
 AXP (BitcoinWorldWide) | Pay Day | Nov 10, 2025 | $0.82 |
STZ | Pay Day | Nov 13, 2025 | $1.02 |
COST | Pay Day | Nov 14, 2025 | $1.30 |
HON | Ex-Dividend | Nov 14, 2025 | $1.19 |
GD | Pay Day | Nov 14, 2025 | $1.50 |
ALLY | Pay Day | Nov 14, 2025 | $0.30 |
MS | Pay Day | Nov 14, 2025 | $1.00 |
 DUK (RenewableEnergy) | Ex-Dividend | Nov 14, 2025 | $1.06 |
 MMC (BitcoinWorldWide) | Pay Day | Nov 14, 2025 | $0.90 |
AON (BitcoinWorldWide) | Pay Day | Nov 14, 2025 | $0.74 |
 ACN (AI-Revolution) | Pay Day | Nov 14, 2025 | $1.63 |
 GEV (RenewableEnergy) | Pay Day | Nov 17, 2025 | $0.25 |
MSFT | Ex-Dividend | Nov 20, 2025 | $0.91 |
AMAT | Ex-Dividend | Nov 20, 2025 | $0.46 |
MSFT (AI-Revolution) | Ex-Dividend | Nov 20, 2025 | $0.91 |
 RY (TheBigBanks) | Pay Day | Nov 24, 2025 | $1.11 |
C | Pay Day | Nov 26, 2025 | $0.60 |
C (TheBigBanks) | Pay Day | Nov 26, 2025 | $0.60 |
BMO (TheBigBanks) | Pay Day | Nov 26, 2025 | $1.18 |
LMT | Ex-Dividend | Dec 1, 2025 | $3.45 |
 GS (BitcoinWorldWide) | Ex-Dividend | Dec 2, 2025 | $4.00 |
GS (TheBigBanks) | Ex-Dividend | Dec 2, 2025 | $4.00 |
HON | Pay Day | Dec 5, 2025 | $1.19 |
MSFT | Pay Day | Dec 11, 2025 | $0.91 |
AMAT | Pay Day | Dec 11, 2025 | $0.46 |
TSM | Ex-Dividend | Dec 11, 2025 | $0.84 |
TSM (BitcoinWorldWide) | Ex-Dividend | Dec 11, 2025 | $0.84 |
MSFT (AI-Revolution) | Pay Day | Dec 11, 2025 | $0.91 |
TSM (AI-Revolution) | Ex-Dividend | Dec 11, 2025 | $0.84 |
DUK (RenewableEnergy) | Pay Day | Dec 16, 2025 | $1.06 |
LMT | Pay Day | Dec 30, 2025 | $3.45 |
0916.HK (RenewableEnergy) | Pay Day | Dec 30, 2025 | $0.01 |
GS (BitcoinWorldWide) | Pay Day | Dec 30, 2025 | $4.00 |
GS (TheBigBanks) | Pay Day | Dec 30, 2025 | $4.00 |
TSM | Pay Day | Jan 8, 2026 | $0.84 |
TSM (BitcoinWorldWide) | Pay Day | Jan 8, 2026 | $0.84 |
TSM (AI-Revolution) | Pay Day | Jan 8, 2026 | $0.84 |
Performance Metrics
Score 5.3/10
Beta
1.52
1.52
0
0.8
1.2
0
2
Sharpe Ratio
0.59
0.59
0
0.5
1
1.5
1.5
Sortino Ratio
0.96
0.96
0
1
2
3
3
Jensen's Alpha
0.68
0.68
-2
0
2
4.5
4.5
Omega Ratio
1.29
1.29
0
1
1.5
2.5
2.5
Treynor Ratio
0.99
0.99
0
0.75
1.25
2
2
Information Ratio
0.34
0.34
0
0.3
0.6
1
1
Calmar Ratio
0.32
0.32
0
0.3
0.6
1
1
Beta
1.52
1.52
0
0.8
1.2
0
2
Sharpe Ratio
0.59
0.59
0
0.5
1
1.5
1.5
Sortino Ratio
0.96
0.96
0
1
2
3
3
Jensen's Alpha
0.68
0.68
-2
0
2
4.5
4.5
Omega Ratio
1.29
1.29
0
1
1.5
2.5
2.5
Treynor Ratio
0.99
0.99
0
0.75
1.25
2
2
Information Ratio
0.34
0.34
0
0.3
0.6
1
1
Calmar Ratio
0.32
0.32
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
42.96
High:
INTC
2,844.6INTCLow:
HUBS
-2,087.31HUBSDetails
PEG Ratio
1,155.1
High:
AAPL
27,777.02AAPLLow:HUBS
-3,550.9HUBSDetails
Price/Book
12.74
High:
PLTR
75.68PLTRLow:
BA
-51.05BADetails
Price/Sales
10.04
High:PLTR
140.92PLTRLow:
MOH
0.19MOHDetails
Price/CF
27.58
High:
AXON
246.55AXONLow:
F
2.37FDetails
Price/FCF
58.02
High:
WSO
795.96WSOLow:F
5.43FDetails
P/E Ratio
42.96
High:INTC
2,844.6INTCLow:HUBS
-2,087.31HUBSDetails
PEG Ratio
1,155.1
High:AAPL
27,777.02AAPLLow:HUBS
-3,550.9HUBSDetails
Price/Book
12.74
High:PLTR
75.68PLTRLow:BA
-51.05BADetails
Price/Sales
10.04
High:PLTR
140.92PLTRLow:MOH
0.19MOHDetails
Price/CF
27.58
High:AXON
246.55AXONLow:F
2.37FDetails
Price/FCF
58.02
High:WSO
795.96WSOLow:F
5.43FDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-52.83% | Dec 2021 | Nov 2024 | 35 |
-48.65% | Jan 2018 | May 2020 | 28 |
-12.07% | Feb 2025 | Jun 2025 | 4 |
-7.18% | Sep 2021 | Oct 2021 | 1 |
-4.58% | May 2021 | Jun 2021 | 1 |
-4.18% | Sep 2020 | Nov 2020 | 2 |
-2.6% | Dec 2024 | Jan 2025 | 1 |
-2.59% | Jul 2021 | Aug 2021 | 1 |
-0.44% | Mar 2021 | Apr 2021 | 1 |