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+5.88%
This Month
+20.98%
Year To Date
+91.9%
2 Years
+113.4%
5 Years
+253.84%
10 Years
+17.11%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading39.05%
- 💻 Electronic Technology18.91%
- 🖥️ Technology Services15%
- 🚗 Consumer Durables5.04%
- 📊 ETFs4.72%
- 💰 Finance4.64%
- 🛍️ Retail Trade3.51%
- 🛠️ Producer Manufacturing2.87%
- 🧬 Health Technology1.59%
- 🍞 Consumer Non Durables0.99%
- 🚚 Transportation0.87%
- 🏭 Industrial Services0.66%
- 🏥 Health Services0.49%
- 🪨 Non Energy Minerals0.39%
- 📦 Distribution Services0.34%
- 🧩 Miscellaneous0.33%
- 💇♀️ Consumer Services0.3%
- 💼 Commercial Services0.26%
- 💵 Cash0.1%
- 🧪 Process Industries0.07%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq55.14%
- 🇺🇸 NYSE24.26%
- 🌍 Digital Currency8.53%
- 🇭🇰 Hong Kong Exchanges3.1%
- 🇬🇧 LSE2.69%
- 🇩🇪 FRA1.16%
- 🇫🇷 Euronext Paris1.13%
- 🇪🇸 Bolsa De Madrid0.84%
- 🇺🇸 Chicago Board Options Exchange0.79%
- 🇨🇭 SIX0.61%
- 🇮🇹 Borsa Italiana0.54%
- 🇳🇱 Euronext Amsterdam0.43%
- 🇸🇪 Stockholm Stock Exchange0.16%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States68.64%
- 🇨🇳 China4.41%
- 🇹🇼 Taiwan1.24%
- 🇩🇪 Germany1.16%
- 🇳🇱 Netherlands1.06%
- 🇺🇾 Uruguay1.05%
- 🇱🇺 Luxembourg1.04%
- 🇨🇦 Canada0.9%
- 🇪🇸 Spain0.84%
- 🇨🇭 Switzerland0.8%
- 🇬🇧 United Kingdom0.77%
- 🇫🇷 France0.75%
- 🇯🇵 Japan0.67%
- 🇮🇹 Italy0.54%
- 🇭🇰 Hong Kong0.5%
- 🇰🇷 South Korea0.46%
- 🇮🇱 Israel0.33%
- 🇦🇺 Australia0.31%
- 🇮🇳 India0.22%
- 🇮🇪 Ireland0.17%
- 🇸🇪 Sweden0.16%
- 🇸🇬 Singapore0.12%
Dividends
Dividend Yield
0.87%
78 out of 113 instruments pay dividend.
48 dividend payments in the next 30 days.
Highest Dividend: $1919.HK (12.53%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 TheBigBanks | 0.26% | 3.27% | - |
 RenewableEnergy | 0.06% | 1.39% | - |
 Driverless | 0.05% | 0.85% | - |
 BitcoinWorldWide | 0.05% | 0.64% | - |
 LMT | 0.03% | 2.79% | $12.45 |
 IDEM.L | 0.03% | 1.23% | - |
 1919.HK | 0.02% | 12.53% | - |
 AVGO | 0.02% | 0.66% | $19.7 |
 316.HK | 0.02% | 12.14% | - |
 CSCO | 0.02% | 2.44% | $1.58 |
 MSFT | 0.02% | 0.65% | $3 |
 QCOM | 0.02% | 2.12% | $3.25 |
 F | 0.02% | 6.48% | $0.78 |
 PDBC | 0.02% | 4.41% | - |
 BAC | 0.02% | 2.1% | $0.96 |
 AI-Revolution | 0.01% | 0.21% | - |
 LRCX | 0.01% | 0.79% | $8 |
 GD | 0.01% | 1.81% | $5.48 |
 V | 0.01% | 0.7% | $2.01 |
 GOOG | 0.01% | 0.33% | $0.2 |
 NTES | 0.01% | 1.84% | $2.58 |
 UNH | 0.01% | 2.54% | $7.74 |
 TSM | 0.01% | 0.94% | $1.74 |
 META | 0.01% | 0.33% | $1 |
 RTX | 0.01% | 1.65% | $2.44 |
 WSO | 0.01% | 2.89% | $10.05 |
 PGHN.ZU | 0.01% | 3.93% | $39 |
 AAPL | 0.01% | 0.43% | $0.97 |
 PSA | 0.01% | 4.21% | $12 |
 ALLY | 0.01% | 2.77% | $1.2 |
 COWZ | 0.01% | 1.59% | - |
 MU | 0% | 0.29% | $0.46 |
 MS | 0% | 2.42% | $3.4 |
 BLK | 0% | 1.86% | $20.2 |
 TQQQ | 0% | 1.11% | - |
 AIR.PA | 0% | 1.04% | $1.8 |
 QQQ | 0% | 0.51% | - |
 HON | 0% | 2.14% | $4.27 |
 SCHP.ZU | 0% | 2% | $4 |
 COKE | 0% | 0.85% | $2 |
 GM | 0% | 0.92% | $0.42 |
 HUBB | 0% | 1.21% | $4.78 |
 URI | 0% | 0.73% | $6.22 |
 INTC | 0% | 0.5% | $0.5 |
 GWW | 0% | 0.87% | $7.63 |
 STZ | 0% | 3.01% | $3.68 |
 ITA | 0% | 0.58% | - |
 ERIE | 0% | 1.7% | $5.01 |
 SOXX | 0% | 0.69% | - |
 TPL | 0% | 0.68% | $4.5 |
 INTU | 0% | 0.66% | $3.6 |
 DAL | 0% | 1.1% | $0.3 |
 CTAS | 0% | 0.81% | $5.4 |
 VMI | 0% | 0.71% | $2.4 |
 KLAC | 0% | 0.73% | $5.65 |
 MLM | 0% | 0.52% | $2.96 |
 MA | 0% | 0.5% | $2.46 |
 NXPI | 0% | 1.84% | $4.06 |
 FIX | 0% | 0.22% | $1.02 |
 COST | 0% | 0.52% | $19.22 |
 CSL | 0% | 1.21% | $3.4 |
 AMAT | 0% | 1.03% | $1.44 |
 KWR | 0% | 1.4% | $1.82 |
 ODFL | 0% | 0.75% | $0.92 |
 RS | 0% | 1.62% | $4.2 |
 FCNCA | 0% | 0.42% | $5.67 |
 OLED | 0% | 1.28% | $1.5 |
 ASML.NV | 0% | 0.88% | $6.1 |
 NVDA | 0% | 0.02% | $0.02 |
 TFX | 0% | 1.08% | $1.36 |
 CRM | 0% | 0.69% | $0.4 |
 WDC | 0% | 0.19% | - |
 ASML | 0% | 0.69% | $5.57 |
 MUSA | 0% | 0.5% | $1.66 |
 REGN | 0% | 0.46% | - |
 CHE | 0% | 0.47% | $1.6 |
 TMO | 0% | 0.35% | $1.48 |
 COO | 0% | 0.01% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
WDC | Pay Day | Sep 18, 2025 | $0.10 |
GM | Pay Day | Sep 18, 2025 | $0.15 |
GM (Driverless) | Pay Day | Sep 18, 2025 | $0.15 |
 SSE.L (RenewableEnergy) | Pay Day | Sep 18, 2025 | $0.58 |
 WKL.NV (BitcoinWorldWide) | Pay Day | Sep 18, 2025 | $1.08 |
 VST (RenewableEnergy) | Ex-Dividend | Sep 19, 2025 | $0.23 |
 LYG (BitcoinWorldWide) | Pay Day | Sep 19, 2025 | $0.07 |
META | Ex-Dividend | Sep 22, 2025 | $0.52 |
AVGO | Ex-Dividend | Sep 22, 2025 | $0.59 |
META (AI-Revolution) | Ex-Dividend | Sep 22, 2025 | $0.52 |
AVGO (AI-Revolution) | Ex-Dividend | Sep 22, 2025 | $0.59 |
UNH | Pay Day | Sep 23, 2025 | $2.21 |
BLK | Pay Day | Sep 23, 2025 | $5.21 |
BLK (BitcoinWorldWide) | Pay Day | Sep 23, 2025 | $5.21 |
LRCX | Ex-Dividend | Sep 24, 2025 | $0.26 |
 FIS (BitcoinWorldWide) | Pay Day | Sep 24, 2025 | $0.40 |
QCOM | Pay Day | Sep 25, 2025 | $0.89 |
QCOM (Driverless) | Pay Day | Sep 25, 2025 | $0.89 |
 CME (BitcoinWorldWide) | Pay Day | Sep 25, 2025 | $1.25 |
BAC | Pay Day | Sep 26, 2025 | $0.28 |
LMT | Pay Day | Sep 26, 2025 | $3.30 |
VMI | Ex-Dividend | Sep 26, 2025 | $0.68 |
BAC (TheBigBanks) | Pay Day | Sep 26, 2025 | $0.28 |
 BNP.PA (TheBigBanks) | Ex-Dividend | Sep 26, 2025 | $3.05 |
META | Pay Day | Sep 29, 2025 | $0.52 |
 GS (TheBigBanks) | Pay Day | Sep 29, 2025 | $4.00 |
GS (BitcoinWorldWide) | Pay Day | Sep 29, 2025 | $4.00 |
META (AI-Revolution) | Pay Day | Sep 29, 2025 | $0.52 |
AVGO | Pay Day | Sep 30, 2025 | $0.59 |
PSA | Pay Day | Sep 30, 2025 | $3.00 |
MLM | Pay Day | Sep 30, 2025 | $0.83 |
OLED | Pay Day | Sep 30, 2025 | $0.45 |
 PEG (RenewableEnergy) | Pay Day | Sep 30, 2025 | $0.63 |
VST (RenewableEnergy) | Pay Day | Sep 30, 2025 | $0.23 |
BNP.PA (TheBigBanks) | Pay Day | Sep 30, 2025 | $3.05 |
 USB (TheBigBanks) | Ex-Dividend | Sep 30, 2025 | $0.52 |
 WTW (BitcoinWorldWide) | Ex-Dividend | Sep 30, 2025 | $0.92 |
AVGO (AI-Revolution) | Pay Day | Sep 30, 2025 | $0.59 |
 NTRS (BitcoinWorldWide) | Pay Day | Oct 1, 2025 | $0.80 |
NVDA | Pay Day | Oct 2, 2025 | $0.01 |
NVDA (Driverless) | Pay Day | Oct 2, 2025 | $0.01 |
NVDA (BitcoinWorldWide) | Pay Day | Oct 2, 2025 | $0.01 |
NVDA (AI-Revolution) | Pay Day | Oct 2, 2025 | $0.01 |
CSCO | Ex-Dividend | Oct 3, 2025 | $0.41 |
ERIE | Ex-Dividend | Oct 6, 2025 | $1.36 |
 GLE.PA (TheBigBanks) | Ex-Dividend | Oct 7, 2025 | $0.70 |
NXPI | Pay Day | Oct 8, 2025 | $1.01 |
NXPI (Driverless) | Pay Day | Oct 8, 2025 | $1.01 |
CRM | Pay Day | Oct 9, 2025 | $0.42 |
INTU | Ex-Dividend | Oct 9, 2025 | $1.20 |
TSM | Pay Day | Oct 9, 2025 | $0.82 |
GLE.PA (TheBigBanks) | Pay Day | Oct 9, 2025 | $0.70 |
TSM (BitcoinWorldWide) | Pay Day | Oct 9, 2025 | $0.82 |
CRM (AI-Revolution) | Pay Day | Oct 9, 2025 | $0.42 |
TSM (AI-Revolution) | Pay Day | Oct 9, 2025 | $0.82 |
GD | Ex-Dividend | Oct 10, 2025 | $1.50 |
 0968.HK (RenewableEnergy) | Pay Day | Oct 10, 2025 | $0.00 |
TMO | Pay Day | Oct 15, 2025 | $0.43 |
LRCX | Pay Day | Oct 15, 2025 | $0.26 |
VMI | Pay Day | Oct 15, 2025 | $0.68 |
USB (TheBigBanks) | Pay Day | Oct 15, 2025 | $0.52 |
WTW (BitcoinWorldWide) | Pay Day | Oct 15, 2025 | $0.92 |
INTU | Pay Day | Oct 17, 2025 | $1.20 |
KWR | Ex-Dividend | Oct 17, 2025 | $0.51 |
ERIE | Pay Day | Oct 21, 2025 | $1.36 |
CSCO | Pay Day | Oct 22, 2025 | $0.41 |
 RY (TheBigBanks) | Ex-Dividend | Oct 27, 2025 | $1.11 |
 BMO (TheBigBanks) | Ex-Dividend | Oct 30, 2025 | $1.18 |
KWR | Pay Day | Oct 31, 2025 | $0.51 |
GD | Pay Day | Nov 14, 2025 | $1.50 |
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 |
BMO (TheBigBanks) | Pay Day | Nov 26, 2025 | $1.18 |
MSFT | Pay Day | Dec 11, 2025 | $0.91 |
AMAT | Pay Day | Dec 11, 2025 | $0.46 |
MSFT (AI-Revolution) | Pay Day | Dec 11, 2025 | $0.91 |
PDBC | Pay Day | Dec 27, 2025 | $0.00 |
Performance Metrics
Score 5.1/10
Beta
1.52
1.52
0
0.8
1.2
0
2
Sharpe Ratio
0.57
0.57
0
0.5
1
1.5
1.5
Sortino Ratio
0.92
0.92
0
1
2
3
3
Jensen's Alpha
0.38
0.38
-2
0
2
4.5
4.5
Omega Ratio
1.27
1.27
0
1
1.5
2.5
2.5
Treynor Ratio
0.95
0.95
0
0.75
1.25
2
2
Information Ratio
0.31
0.31
0
0.3
0.6
1
1
Calmar Ratio
0.31
0.31
0
0.3
0.6
1
1
Beta
1.52
1.52
0
0.8
1.2
0
2
Sharpe Ratio
0.57
0.57
0
0.5
1
1.5
1.5
Sortino Ratio
0.92
0.92
0
1
2
3
3
Jensen's Alpha
0.38
0.38
-2
0
2
4.5
4.5
Omega Ratio
1.27
1.27
0
1
1.5
2.5
2.5
Treynor Ratio
0.95
0.95
0
0.75
1.25
2
2
Information Ratio
0.31
0.31
0
0.3
0.6
1
1
Calmar Ratio
0.31
0.31
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
40.54
High:
PLTR
565.84PLTRLow:
HUBS
-2,222.69HUBSDetails
PEG Ratio
1,004.84
High:
AAPL
24,609.11AAPLLow:HUBS
-3,781.21HUBSDetails
Price/Book
12.23
High:PLTR
68.11PLTRLow:
BA
-49.22BADetails
Price/Sales
9.54
High:PLTR
126.83PLTRLow:
MOH
0.22MOHDetails
Price/CF
26.97
High:
AXON
246.55AXONLow:
GM
2GMDetails
Price/FCF
58.97
High:
WSO
795.96WSOLow:
316.HK
5.28316.HKDetails
P/E Ratio
40.54
High:PLTR
565.84PLTRLow:HUBS
-2,222.69HUBSDetails
PEG Ratio
1,004.84
High:AAPL
24,609.11AAPLLow:HUBS
-3,781.21HUBSDetails
Price/Book
12.23
High:PLTR
68.11PLTRLow:BA
-49.22BADetails
Price/Sales
9.54
High:PLTR
126.83PLTRLow:MOH
0.22MOHDetails
Price/CF
26.97
High:AXON
246.55AXONLow:GM
2GMDetails
Price/FCF
58.97
High:WSO
795.96WSOLow:316.HK
5.28316.HKDetails
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 |