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+0.09%
Today
-4.49%
This Month
-12.9%
Year To Date
+54.69%
2 Years
+124.47%
5 Years
+13.12%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading29.24%
- 💻 Electronic Technology19.52%
- 🖥️ Technology Services17.88%
- 💰 Finance6.38%
- 📊 ETFs5.12%
- 🚗 Consumer Durables4.34%
- 🛍️ Retail Trade4.28%
- 🛠️ Producer Manufacturing3.55%
- 🧬 Health Technology3.07%
- 🍞 Consumer Non Durables1.63%
- 🏥 Health Services0.94%
- 🚚 Transportation0.69%
- 🧩 Miscellaneous0.64%
- 🏭 Industrial Services0.63%
- 🪨 Non Energy Minerals0.56%
- 📦 Distribution Services0.47%
- 💼 Commercial Services0.45%
- 💇♀️ Consumer Services0.44%
- 🧪 Process Industries0.28%
- 💵 Cash0.13%
- ⛏️ Energy Minerals0.11%
- ⚡ Utilities0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq56.03%
- 🇺🇸 NYSE28.42%
- 🌍 Digital Currency5.5%
- 🇬🇧 LSE2.79%
- 🇭🇰 Hong Kong Exchanges2.21%
- 🇺🇸 Chicago Board Options Exchange0.88%
- 🇩🇪 FRA0.88%
- 🇫🇷 Euronext Paris0.85%
- 🇪🇸 Bolsa De Madrid0.68%
- 🇨🇭 SIX0.57%
- 🇮🇹 Borsa Italiana0.46%
- 🇳🇱 Euronext Amsterdam0.4%
- 🇸🇪 Stockholm Stock Exchange0.12%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States74.44%
- 🇨🇳 China3.53%
- 🇺🇾 Uruguay1.28%
- 🇱🇺 Luxembourg1.27%
- 🇳🇱 Netherlands0.99%
- 🇹🇼 Taiwan0.99%
- 🇩🇪 Germany0.88%
- 🇨🇭 Switzerland0.84%
- 🇬🇧 United Kingdom0.74%
- 🇪🇸 Spain0.68%
- 🇨🇦 Canada0.56%
- 🇫🇷 France0.49%
- 🇮🇹 Italy0.46%
- 🇯🇵 Japan0.46%
- 🇮🇪 Ireland0.31%
- 🇭🇰 Hong Kong0.27%
- 🇰🇷 South Korea0.27%
- 🇮🇱 Israel0.21%
- 🇮🇳 India0.17%
- 🇸🇪 Sweden0.12%
- 🇰🇾 Cayman Islands0.09%
- 🇸🇬 Singapore0.07%
- 🇦🇺 Australia0.05%
Dividends
Dividend Yield
0.98%
95 out of 156 instruments pay dividend.
39 dividend payments in the next 30 days.
Highest Dividend: $F (7.79%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 TheBigBanks | 0.2% | 4.19% | - |
 RenewableEnergy | 0.1% | 2.28% | - |
 Driverless | 0.05% | 1.17% | - |
 BitcoinWorldWide | 0.05% | 0.99% | - |
 LMT | 0.04% | 2.78% | $12.45 |
 AVGO | 0.04% | 1.31% | $19.7 |
 MSFT | 0.03% | 0.88% | $3 |
 IDEM.L | 0.03% | 1.23% | - |
 CSCO | 0.02% | 2.89% | $1.58 |
 QCOM | 0.02% | 2.49% | $3.25 |
 F | 0.02% | 7.79% | $0.78 |
 LRCX | 0.02% | 1.4% | $8 |
 BAC | 0.02% | 2.73% | $0.96 |
 AI-Revolution | 0.02% | 0.29% | - |
 PDBC | 0.02% | 4.27% | - |
 INTC | 0.02% | 2.64% | $0.5 |
 GD | 0.02% | 2.09% | $5.48 |
 V | 0.02% | 0.67% | $2.01 |
 GOOG | 0.01% | 0.52% | $0.2 |
 UNH | 0.01% | 1.85% | $7.74 |
 NTES | 0.01% | 2.61% | $2.58 |
 RTX | 0.01% | 1.96% | $2.44 |
 WSO | 0.01% | 2.19% | $10.05 |
 TSM | 0.01% | 1.35% | $1.74 |
 PSA | 0.01% | 4.05% | $12 |
 AAPL | 0.01% | 0.51% | $0.97 |
 META | 0.01% | 0.4% | $1 |
 COWZ | 0.01% | 1.85% | - |
 PGHN.ZU | 0.01% | 3.96% | $39 |
 MU | 0.01% | 0.67% | $0.46 |
 BLK | 0.01% | 2.34% | $20.2 |
 QQQ | 0.01% | 0.64% | - |
 AIR.PA | 0.01% | 1.47% | $1.8 |
 C | 0.01% | 3.54% | $2.12 |
 ALLY | 0% | 3.79% | $1.2 |
 MS | 0% | 3.39% | $3.4 |
 TQQQ | 0% | 1.72% | - |
 GM | 0% | 1.08% | $0.42 |
 HUBB | 0% | 1.5% | $4.78 |
 URI | 0% | 1.13% | $6.22 |
 COKE | 0% | 0.56% | $2 |
 STZ | 0% | 2.17% | $3.68 |
 GWW | 0% | 0.82% | $7.63 |
 ITA | 0% | 0.79% | - |
 SCHP.ZU | 0% | 2.19% | $4 |
 ERIE | 0% | 1.28% | $5.01 |
 EQIX | 0% | 2.21% | $16.19 |
 INTU | 0% | 0.69% | $3.6 |
 TPL | 0% | 0.43% | $4.5 |
 WSM | 0% | 1.7% | $3.83 |
 CTAS | 0% | 0.76% | $5.4 |
 CB | 0% | 1.68% | $3.49 |
 VMI | 0% | 0.89% | $2.4 |
 DAL | 0% | 1.35% | $0.3 |
 MLM | 0% | 0.63% | $2.96 |
 RL | 0% | 1.6% | $3.08 |
 MA | 0% | 0.55% | $2.46 |
 NEU | 0% | 1.82% | $9.5 |
 KO | 0% | 2.69% | $1.89 |
 KLAC | 0% | 0.99% | $5.65 |
 NXPI | 0% | 2.38% | $4.06 |
 COST | 0% | 0.48% | $19.22 |
 SYK | 0% | 0.95% | $3.15 |
 SOXX | 0% | 0.79% | - |
 FIX | 0% | 0.39% | $1.02 |
 CSL | 0% | 1.09% | $3.4 |
 NVDA | 0% | 0.04% | $0.02 |
 AMAT | 0% | 1.21% | $1.44 |
 KWR | 0% | 1.88% | $1.82 |
 SSD | 0% | 0.76% | $1.09 |
 ODFL | 0% | 0.69% | $0.92 |
 MCO | 0% | 0.82% | $3.24 |
 RS | 0% | 1.62% | $4.2 |
 LIN | 0% | 1.25% | $5.33 |
 OLED | 0% | 1.45% | $1.5 |
 REY.MI | 0% | 0.67% | $1 |
 ETN | 0% | 1.44% | $3.6 |
 ASML.NV | 0% | 1.14% | $6.1 |
 TFX | 0% | 1.05% | $1.36 |
 CRM | 0% | 0.65% | $0.4 |
 ASML | 0% | 0.9% | $5.57 |
 KAI | 0% | 0.43% | $1.22 |
 MPWR | 0% | 1.01% | $4.5 |
 EXP | 0% | 0.46% | $1 |
 MUSA | 0% | 0.36% | $1.66 |
 EME | 0% | 0.26% | $0.79 |
 DDS | 0% | 0.31% | $1 |
 AMR | 0% | 0.38% | $1.94 |
 CHE | 0% | 0.33% | $1.6 |
 TMO | 0% | 0.37% | $1.48 |
 KNSL | 0% | 0.13% | $0.58 |
 FCNCA | 0% | 0.42% | $5.67 |
 REGN | 0% | 0.16% | - |
 WTM | 0% | 0.06% | $1 |
 COO | 0% | 0.01% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 BK (BitcoinWorldWide) | Ex-Dividend | Apr 21, 2025 | $0.47 |
AIR.PA | Ex-Dividend | Apr 22, 2025 | $1.04 |
ERIE | Pay Day | Apr 22, 2025 | $1.36 |
 UCG.MI (TheBigBanks) | Ex-Dividend | Apr 22, 2025 | $1.52 |
CSCO | Pay Day | Apr 23, 2025 | $0.41 |
AIR.PA | Pay Day | Apr 24, 2025 | $1.04 |
CRM | Pay Day | Apr 24, 2025 | $0.42 |
QQQ | Pay Day | Apr 24, 2025 | $0.72 |
SSD | Pay Day | Apr 24, 2025 | $0.28 |
UCG.MI (TheBigBanks) | Pay Day | Apr 24, 2025 | $1.52 |
 INGA.NV (TheBigBanks) | Ex-Dividend | Apr 24, 2025 | $0.74 |
 RY (TheBigBanks) | Ex-Dividend | Apr 24, 2025 | $1.03 |
CRM (AI-Revolution) | Pay Day | Apr 24, 2025 | $0.42 |
ASML.NV | Ex-Dividend | Apr 25, 2025 | $2.10 |
COKE | Ex-Dividend | Apr 25, 2025 | $2.50 |
 GE (AI-Revolution) | Pay Day | Apr 25, 2025 | $0.36 |
ASML | Ex-Dividend | Apr 28, 2025 | $1.92 |
STZ | Ex-Dividend | Apr 29, 2025 | $1.02 |
 BMO (TheBigBanks) | Ex-Dividend | Apr 29, 2025 | $1.12 |
 SAN.MC (TheBigBanks) | Ex-Dividend | Apr 29, 2025 | $0.11 |
SYK | Pay Day | Apr 30, 2025 | $0.84 |
EME | Pay Day | Apr 30, 2025 | $0.25 |
WSO | Pay Day | Apr 30, 2025 | $3.00 |
MS | Ex-Dividend | Apr 30, 2025 | $0.92 |
KWR | Pay Day | Apr 30, 2025 | $0.48 |
 LNT (RenewableEnergy) | Ex-Dividend | Apr 30, 2025 | $0.51 |
 JPM (TheBigBanks) | Pay Day | Apr 30, 2025 | $1.40 |
 3328.HK (TheBigBanks) | Pay Day | Apr 30, 2025 | $0.03 |
ALLY | Ex-Dividend | May 1, 2025 | $0.30 |
 MRVL (Driverless) | Pay Day | May 1, 2025 | $0.06 |
 AON (BitcoinWorldWide) | Ex-Dividend | May 1, 2025 | $0.74 |
COST | Ex-Dividend | May 2, 2025 | $1.30 |
INGA.NV (TheBigBanks) | Pay Day | May 2, 2025 | $0.74 |
SAN.MC (TheBigBanks) | Pay Day | May 2, 2025 | $0.11 |
BK (BitcoinWorldWide) | Pay Day | May 2, 2025 | $0.47 |
C | Ex-Dividend | May 5, 2025 | $0.56 |
DDS | Pay Day | May 5, 2025 | $0.25 |
C (TheBigBanks) | Ex-Dividend | May 5, 2025 | $0.56 |
 PNC (TheBigBanks) | Pay Day | May 5, 2025 | $1.60 |
ASML | Pay Day | May 6, 2025 | $1.92 |
ASML.NV | Pay Day | May 6, 2025 | $2.10 |
 HEXA-B.ST (Driverless) | Ex-Dividend | May 6, 2025 | $0.14 |
KAI | Pay Day | May 7, 2025 | $0.34 |
MA | Pay Day | May 9, 2025 | $0.76 |
GD | Pay Day | May 9, 2025 | $1.50 |
COKE | Pay Day | May 9, 2025 | $2.50 |
 AXP (BitcoinWorldWide) | Pay Day | May 9, 2025 | $0.82 |
MA (BitcoinWorldWide) | Pay Day | May 9, 2025 | $0.76 |
HEXA-B.ST (Driverless) | Pay Day | May 14, 2025 | $0.14 |
 ED (RenewableEnergy) | Ex-Dividend | May 14, 2025 | $0.85 |
MSFT | Ex-Dividend | May 15, 2025 | $0.83 |
STZ | Pay Day | May 15, 2025 | $1.02 |
ALLY | Pay Day | May 15, 2025 | $0.30 |
CTAS | Ex-Dividend | May 15, 2025 | $0.39 |
MS | Pay Day | May 15, 2025 | $0.92 |
LNT (RenewableEnergy) | Pay Day | May 15, 2025 | $0.51 |
 MMC (BitcoinWorldWide) | Pay Day | May 15, 2025 | $0.82 |
AON (BitcoinWorldWide) | Pay Day | May 15, 2025 | $0.74 |
MSFT (AI-Revolution) | Ex-Dividend | May 15, 2025 | $0.83 |
 ACN (AI-Revolution) | Pay Day | May 15, 2025 | $1.48 |
COST | Pay Day | May 16, 2025 | $1.30 |
 GEV (RenewableEnergy) | Pay Day | May 16, 2025 | $0.25 |
REY.MI | Ex-Dividend | May 19, 2025 | $1.25 |
 BNP.PA (TheBigBanks) | Ex-Dividend | May 19, 2025 | $4.95 |
 ISP.MI (TheBigBanks) | Ex-Dividend | May 19, 2025 | $0.18 |
 WKL.NV (BitcoinWorldWide) | Ex-Dividend | May 19, 2025 | $1.58 |
REY.MI | Pay Day | May 21, 2025 | $1.25 |
BNP.PA (TheBigBanks) | Pay Day | May 21, 2025 | $4.95 |
ISP.MI (TheBigBanks) | Pay Day | May 21, 2025 | $0.18 |
AMAT | Ex-Dividend | May 22, 2025 | $0.46 |
C | Pay Day | May 23, 2025 | $0.56 |
C (TheBigBanks) | Pay Day | May 23, 2025 | $0.56 |
RY (TheBigBanks) | Pay Day | May 23, 2025 | $1.03 |
WSM | Pay Day | May 24, 2025 | $0.66 |
 GLE.PA (TheBigBanks) | Ex-Dividend | May 26, 2025 | $1.13 |
BMO (TheBigBanks) | Pay Day | May 27, 2025 | $1.12 |
GLE.PA (TheBigBanks) | Pay Day | May 28, 2025 | $1.13 |
 GS (TheBigBanks) | Ex-Dividend | May 30, 2025 | $3.00 |
GS (BitcoinWorldWide) | Ex-Dividend | May 30, 2025 | $3.00 |
 IBKR (BitcoinWorldWide) | Ex-Dividend | May 30, 2025 | $0.32 |
 LYG (BitcoinWorldWide) | Pay Day | May 30, 2025 | $0.10 |
QCOM | Ex-Dividend | Jun 5, 2025 | $0.89 |
QCOM (Driverless) | Ex-Dividend | Jun 5, 2025 | $0.89 |
 00175.HK (Driverless) | Ex-Dividend | Jun 11, 2025 | $0.04 |
WKL.NV (BitcoinWorldWide) | Pay Day | Jun 11, 2025 | $1.58 |
MSFT | Pay Day | Jun 12, 2025 | $0.83 |
AMAT | Pay Day | Jun 12, 2025 | $0.46 |
TSM | Ex-Dividend | Jun 12, 2025 | $0.68 |
TSM (BitcoinWorldWide) | Ex-Dividend | Jun 12, 2025 | $0.68 |
MSFT (AI-Revolution) | Pay Day | Jun 12, 2025 | $0.83 |
TSM (AI-Revolution) | Ex-Dividend | Jun 12, 2025 | $0.68 |
CTAS | Pay Day | Jun 13, 2025 | $0.39 |
IBKR (BitcoinWorldWide) | Pay Day | Jun 13, 2025 | $0.32 |
ED (RenewableEnergy) | Pay Day | Jun 16, 2025 | $0.85 |
SOXX | Pay Day | Jun 17, 2025 | $0.31 |
ITA | Pay Day | Jun 17, 2025 | $0.30 |
 0916.HK (RenewableEnergy) | Ex-Dividend | Jun 23, 2025 | $0.03 |
QCOM | Pay Day | Jun 26, 2025 | $0.89 |
QCOM (Driverless) | Pay Day | Jun 26, 2025 | $0.89 |
GS (TheBigBanks) | Pay Day | Jun 27, 2025 | $3.00 |
GS (BitcoinWorldWide) | Pay Day | Jun 27, 2025 | $3.00 |
TSM | Pay Day | Jul 10, 2025 | $0.68 |
TSM (BitcoinWorldWide) | Pay Day | Jul 10, 2025 | $0.68 |
TSM (AI-Revolution) | Pay Day | Jul 10, 2025 | $0.68 |
00175.HK (Driverless) | Pay Day | Jul 25, 2025 | $0.04 |
0916.HK (RenewableEnergy) | Pay Day | Aug 15, 2025 | $0.03 |
Performance Metrics
Score 4.9/10
Beta
1.52
1.52
0
0.8
1.2
0
2
Sharpe Ratio
0.5
0.5
0
0.5
1
1.5
1.5
Sortino Ratio
0.8
0.8
0
1
2
3
3
Jensen's Alpha
0.36
0.36
-2
0
2
4.5
4.5
Omega Ratio
1.23
1.23
0
1
1.5
2.5
2.5
Treynor Ratio
0.85
0.85
0
0.75
1.25
2
2
Information Ratio
0.27
0.27
0
0.3
0.6
1
1
Calmar Ratio
0.26
0.26
0
0.3
0.6
1
1
Beta
1.52
1.52
0
0.8
1.2
0
2
Sharpe Ratio
0.5
0.5
0
0.5
1
1.5
1.5
Sortino Ratio
0.8
0.8
0
1
2
3
3
Jensen's Alpha
0.36
0.36
-2
0
2
4.5
4.5
Omega Ratio
1.23
1.23
0
1
1.5
2.5
2.5
Treynor Ratio
0.85
0.85
0
0.75
1.25
2
2
Information Ratio
0.27
0.27
0
0.3
0.6
1
1
Calmar Ratio
0.26
0.26
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
30.93
High:
HUBS
6,290.09HUBSLow:
CRWD
-4,477CRWDDetails
PEG Ratio
137.18
High:HUBS
6,136.32HUBSLow:
NOVA
-0.38NOVADetails
Price/Book
9.48
High:
MA
72.91MALow:
BA
-30.99BADetails
Price/Sales
6.97
High:
TPL
42.35TPLLow:
RHLD
-RHLDDetails
Price/CF
27.97
High:
TTWO
18,296.3TTWOLow:
F
2.58FDetails
Price/FCF
52.77
High:
MU
1,171.75MULow:
WTM
6.4WTMDetails
P/E Ratio
30.93
High:HUBS
6,290.09HUBSLow:CRWD
-4,477CRWDDetails
PEG Ratio
137.18
High:HUBS
6,136.32HUBSLow:NOVA
-0.38NOVADetails
Price/Book
9.48
High:MA
72.91MALow:BA
-30.99BADetails
Price/Sales
6.97
High:TPL
42.35TPLLow:RHLD
-RHLDDetails
Price/CF
27.97
High:TTWO
18,296.3TTWOLow:F
2.58FDetails
Price/FCF
52.77
High:MU
1,171.75MULow:WTM
6.4WTMDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-52.83% | Dec 2021 | Nov 2024 | 35 |
-48.65% | Jan 2018 | May 2020 | 28 |
-16.09% | Feb 2025 | - | 3 |
-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 |