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+0.08%
Today
+0.08%
This Month
+9.67%
Year To Date
+57.19%
2 Years
+120.87%
5 Years
+16.04%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading29.62%
- 💻 Electronic Technology21.64%
- 🖥️ Technology Services17.66%
- 💰 Finance5.92%
- 📊 ETFs4.93%
- 🚗 Consumer Durables4.33%
- 🛍️ Retail Trade4.12%
- 🛠️ Producer Manufacturing3.54%
- 🧬 Health Technology2.5%
- 🍞 Consumer Non Durables1.29%
- 🏭 Industrial Services0.74%
- 💼 Commercial Services0.61%
- 🚚 Transportation0.57%
- 🏥 Health Services0.52%
- 🪨 Non Energy Minerals0.49%
- 🧩 Miscellaneous0.41%
- 📦 Distribution Services0.39%
- 💇♀️ Consumer Services0.38%
- 🧪 Process Industries0.27%
- 💵 Cash0.16%
- ⛏️ Energy Minerals0.08%
- ⚡ Utilities0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq58.09%
- 🇺🇸 NYSE26.12%
- 🌍 Digital Currency5.5%
- 🇬🇧 LSE2.62%
- 🇭🇰 Hong Kong Exchanges2.35%
- 🇩🇪 FRA0.96%
- 🇫🇷 Euronext Paris0.94%
- 🇺🇸 Chicago Board Options Exchange0.83%
- 🇪🇸 Bolsa De Madrid0.7%
- 🇮🇹 Borsa Italiana0.5%
- 🇨🇭 SIX0.5%
- 🇳🇱 Euronext Amsterdam0.37%
- 🇸🇪 Stockholm Stock Exchange0.1%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States74.19%
- 🇨🇳 China3.44%
- 🇺🇾 Uruguay1.2%
- 🇱🇺 Luxembourg1.2%
- 🇹🇼 Taiwan1.15%
- 🇳🇱 Netherlands0.98%
- 🇩🇪 Germany0.96%
- 🇨🇭 Switzerland0.75%
- 🇬🇧 United Kingdom0.71%
- 🇪🇸 Spain0.7%
- 🇨🇦 Canada0.66%
- 🇫🇷 France0.57%
- 🇮🇹 Italy0.5%
- 🇯🇵 Japan0.48%
- 🇰🇷 South Korea0.33%
- 🇭🇰 Hong Kong0.25%
- 🇮🇪 Ireland0.25%
- 🇮🇱 Israel0.23%
- 🇮🇳 India0.19%
- 🇰🇾 Cayman Islands0.12%
- 🇦🇺 Australia0.11%
- 🇸🇪 Sweden0.1%
- 🇸🇬 Singapore0.08%
Dividends
Dividend Yield
0.84%
96 out of 154 instruments pay dividend.
30 dividend payments in the next 30 days.
Highest Dividend: $F (6.35%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 TheBigBanks | 0.21% | 3.44% | - |
 RenewableEnergy | 0.07% | 1.75% | - |
 Driverless | 0.04% | 0.95% | - |
 BitcoinWorldWide | 0.04% | 0.74% | - |
 LMT | 0.03% | 2.85% | $12.45 |
 AVGO | 0.03% | 0.84% | $19.7 |
 IDEM.L | 0.03% | 1.23% | - |
 MSFT | 0.03% | 0.67% | $3 |
 CSCO | 0.02% | 2.34% | $1.58 |
 QCOM | 0.02% | 2.12% | $3.25 |
 PDBC | 0.02% | 4.59% | - |
 F | 0.02% | 6.35% | $0.78 |
 LRCX | 0.02% | 0.93% | $8 |
 BAC | 0.02% | 2.13% | $0.96 |
 INTC | 0.01% | 2.22% | $0.5 |
 GD | 0.01% | 1.98% | $5.48 |
 AI-Revolution | 0.01% | 0.22% | - |
 V | 0.01% | 0.64% | $2.01 |
 GOOG | 0.01% | 0.45% | $0.2 |
 UNH | 0.01% | 2.76% | $7.74 |
 NTES | 0.01% | 2.07% | $2.58 |
 RTX | 0.01% | 1.8% | $2.44 |
 WSO | 0.01% | 2.49% | $10.05 |
 TSM | 0.01% | 0.96% | $1.74 |
 COWZ | 0.01% | 1.89% | - |
 AAPL | 0.01% | 0.47% | $0.97 |
 PSA | 0.01% | 4.05% | $12 |
 META | 0.01% | 0.29% | $1 |
 PGHN.ZU | 0.01% | 4.02% | $39 |
 QQQ | 0.01% | 0.58% | - |
 TQQQ | 0.01% | 1.41% | - |
 MU | 0.01% | 0.38% | $0.46 |
 BLK | 0% | 1.91% | $20.2 |
 AIR.PA | 0% | 1.13% | $1.8 |
 C | 0% | 2.52% | $2.12 |
 ALLY | 0% | 2.91% | $1.2 |
 MS | 0% | 2.57% | $3.4 |
 GM | 0% | 0.96% | $0.42 |
 HUBB | 0% | 1.25% | $4.78 |
 URI | 0% | 0.86% | $6.22 |
 ITA | 0% | 0.69% | - |
 COKE | 0% | 0.68% | $2 |
 STZ | 0% | 2.35% | $3.68 |
 GWW | 0% | 0.8% | $7.63 |
 SCHP.ZU | 0% | 2.05% | $4 |
 ERIE | 0% | 1.55% | $5.01 |
 TPL | 0% | 0.55% | $4.5 |
 EQIX | 0% | 2.27% | $16.19 |
 INTU | 0% | 0.53% | $3.6 |
 DAL | 0% | 1.25% | $0.3 |
 WSM | 0% | 1.42% | $3.83 |
 CTAS | 0% | 0.71% | $5.4 |
 VMI | 0% | 0.75% | $2.4 |
 MLM | 0% | 0.57% | $2.96 |
 MA | 0% | 0.52% | $2.46 |
 RL | 0% | 1.21% | $3.08 |
 KLAC | 0% | 0.73% | $5.65 |
 NEU | 0% | 1.42% | $9.5 |
 KO | 0% | 2.79% | $1.89 |
 SOXX | 0% | 0.72% | - |
 NXPI | 0% | 1.75% | $4.06 |
 CB | 0% | 1.3% | $3.49 |
 COST | 0% | 0.48% | $19.22 |
 SYK | 0% | 0.84% | $3.15 |
 FIX | 0% | 0.28% | $1.02 |
 CSL | 0% | 1.01% | $3.4 |
 NVDA | 0% | 0.03% | $0.02 |
 AMAT | 0% | 0.9% | $1.44 |
 KWR | 0% | 1.56% | $1.82 |
 ODFL | 0% | 0.63% | $0.92 |
 SSD | 0% | 0.69% | $1.09 |
 MCO | 0% | 0.71% | $3.24 |
 RS | 0% | 1.41% | $4.2 |
 REY.MI | 0% | 0.8% | $1 |
 LIN | 0% | 1.22% | $5.33 |
 OLED | 0% | 1.06% | $1.5 |
 ASML.NV | 0% | 0.95% | $6.1 |
 ETN | 0% | 1.07% | $3.6 |
 TFX | 0% | 1.13% | $1.36 |
 CRM | 0% | 0.6% | $0.4 |
 ASML | 0% | 0.74% | $5.57 |
 MPWR | 0% | 0.74% | $4.5 |
 KAI | 0% | 0.4% | $1.22 |
 MUSA | 0% | 0.45% | $1.66 |
 EXP | 0% | 0.47% | $1 |
 CHE | 0% | 0.42% | $1.6 |
 EME | 0% | 0.18% | $0.79 |
 DDS | 0% | 0.22% | $1 |
 AMR | 0% | 0.38% | $1.94 |
 TMO | 0% | 0.38% | $1.48 |
 WDC | 0% | 0.15% | - |
 REGN | 0% | 0.32% | - |
 FCNCA | 0% | 0.36% | $5.67 |
 KNSL | 0% | 0.13% | $0.58 |
 WTM | 0% | 0.06% | $1 |
 COO | 0% | 0.01% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
MU | Ex-Dividend | Jul 7, 2025 | $0.12 |
 GE (AI-Revolution) | Ex-Dividend | Jul 7, 2025 | $0.36 |
MU (AI-Revolution) | Ex-Dividend | Jul 7, 2025 | $0.12 |
ERIE | Ex-Dividend | Jul 8, 2025 | $1.36 |
 2333.HK (Driverless) | Ex-Dividend | Jul 8, 2025 | $0.06 |
MA | Ex-Dividend | Jul 9, 2025 | $0.76 |
LRCX | Pay Day | Jul 9, 2025 | $0.23 |
NXPI | Pay Day | Jul 9, 2025 | $1.01 |
NXPI (Driverless) | Pay Day | Jul 9, 2025 | $1.01 |
MA (BitcoinWorldWide) | Ex-Dividend | Jul 9, 2025 | $0.76 |
CRM | Pay Day | Jul 10, 2025 | $0.42 |
INTU | Ex-Dividend | Jul 10, 2025 | $1.04 |
KAI | Ex-Dividend | Jul 10, 2025 | $0.34 |
 BABA (AI-Revolution) | Pay Day | Jul 10, 2025 | $1.05 |
 ACN (AI-Revolution) | Ex-Dividend | Jul 10, 2025 | $1.48 |
CRM (AI-Revolution) | Pay Day | Jul 10, 2025 | $0.42 |
RL | Pay Day | Jul 11, 2025 | $0.91 |
 MRVL (Driverless) | Ex-Dividend | Jul 11, 2025 | $0.06 |
EXP | Pay Day | Jul 14, 2025 | $0.25 |
TMO | Pay Day | Jul 15, 2025 | $0.43 |
MPWR | Pay Day | Jul 15, 2025 | $1.56 |
VMI | Pay Day | Jul 15, 2025 | $0.68 |
 USB (TheBigBanks) | Pay Day | Jul 15, 2025 | $0.50 |
 WTW (BitcoinWorldWide) | Pay Day | Jul 15, 2025 | $0.92 |
WSO | Ex-Dividend | Jul 16, 2025 | $3.00 |
 JKS (RenewableEnergy) | Pay Day | Jul 16, 2025 | $1.30 |
KWR | Ex-Dividend | Jul 17, 2025 | $0.48 |
WSM | Ex-Dividend | Jul 18, 2025 | $0.66 |
INTU | Pay Day | Jul 18, 2025 | $1.04 |
 GEV (RenewableEnergy) | Ex-Dividend | Jul 21, 2025 | $0.25 |
MU | Pay Day | Jul 22, 2025 | $0.12 |
ERIE | Pay Day | Jul 22, 2025 | $1.36 |
MU (AI-Revolution) | Pay Day | Jul 22, 2025 | $0.12 |
CSCO | Pay Day | Jul 23, 2025 | $0.41 |
SSD | Pay Day | Jul 24, 2025 | $0.29 |
 SSE.L (RenewableEnergy) | Ex-Dividend | Jul 24, 2025 | $0.58 |
 RY (TheBigBanks) | Ex-Dividend | Jul 24, 2025 | $1.11 |
 00175.HK (Driverless) | Pay Day | Jul 25, 2025 | $0.04 |
GE (AI-Revolution) | Pay Day | Jul 25, 2025 | $0.36 |
 01211.HK (Driverless) | Pay Day | Jul 29, 2025 | $0.55 |
STZ | Ex-Dividend | Jul 30, 2025 | $1.02 |
 IBE.MC (RenewableEnergy) | Pay Day | Jul 30, 2025 | $0.46 |
 BMO (TheBigBanks) | Ex-Dividend | Jul 30, 2025 | $1.18 |
 3968.HK (TheBigBanks) | Pay Day | Jul 30, 2025 | $0.28 |
DAL | Ex-Dividend | Jul 31, 2025 | $0.19 |
SYK | Pay Day | Jul 31, 2025 | $0.84 |
WSO | Pay Day | Jul 31, 2025 | $3.00 |
KWR | Pay Day | Jul 31, 2025 | $0.48 |
MRVL (Driverless) | Pay Day | Jul 31, 2025 | $0.06 |
 JPM (TheBigBanks) | Pay Day | Jul 31, 2025 | $1.40 |
DDS | Pay Day | Aug 4, 2025 | $0.25 |
KAI | Pay Day | Aug 7, 2025 | $0.34 |
MA | Pay Day | Aug 8, 2025 | $0.76 |
GD | Pay Day | Aug 8, 2025 | $1.50 |
2333.HK (Driverless) | Pay Day | Aug 8, 2025 | $0.06 |
 AXP (BitcoinWorldWide) | Pay Day | Aug 8, 2025 | $0.82 |
MA (BitcoinWorldWide) | Pay Day | Aug 8, 2025 | $0.76 |
STZ | Pay Day | Aug 14, 2025 | $1.02 |
RTX | Ex-Dividend | Aug 15, 2025 | $0.68 |
 0916.HK (RenewableEnergy) | Pay Day | Aug 15, 2025 | $0.03 |
ACN (AI-Revolution) | Pay Day | Aug 15, 2025 | $1.48 |
GEV (RenewableEnergy) | Pay Day | Aug 18, 2025 | $0.25 |
MSFT | Ex-Dividend | Aug 21, 2025 | $0.83 |
DAL | Pay Day | Aug 21, 2025 | $0.19 |
AMAT | Ex-Dividend | Aug 21, 2025 | $0.46 |
MSFT (AI-Revolution) | Ex-Dividend | Aug 21, 2025 | $0.83 |
WSM | Pay Day | Aug 22, 2025 | $0.66 |
RY (TheBigBanks) | Pay Day | Aug 22, 2025 | $1.11 |
BMO (TheBigBanks) | Pay Day | Aug 26, 2025 | $1.18 |
LMT | Ex-Dividend | Sep 2, 2025 | $3.30 |
RTX | Pay Day | Sep 4, 2025 | $0.68 |
MSFT | Pay Day | Sep 11, 2025 | $0.83 |
AMAT | Pay Day | Sep 11, 2025 | $0.46 |
MSFT (AI-Revolution) | Pay Day | Sep 11, 2025 | $0.83 |
TSM | Ex-Dividend | Sep 16, 2025 | $0.82 |
TSM (BitcoinWorldWide) | Ex-Dividend | Sep 16, 2025 | $0.82 |
TSM (AI-Revolution) | Ex-Dividend | Sep 16, 2025 | $0.82 |
SSE.L (RenewableEnergy) | Pay Day | Sep 18, 2025 | $0.58 |
LMT | Pay Day | Sep 26, 2025 | $3.30 |
TSM | Pay Day | Oct 9, 2025 | $0.82 |
TSM (BitcoinWorldWide) | Pay Day | Oct 9, 2025 | $0.82 |
TSM (AI-Revolution) | Pay Day | Oct 9, 2025 | $0.82 |
PDBC | Pay Day | Dec 27, 2025 | $0.00 |
Performance Metrics
Score 5.3/10
Beta
1.52
1.52
0
0.8
1.2
0
2
Sharpe Ratio
0.56
0.56
0
0.5
1
1.5
1.5
Sortino Ratio
0.91
0.91
0
1
2
3
3
Jensen's Alpha
0.85
0.85
-2
0
2
4.5
4.5
Omega Ratio
1.28
1.28
0
1
1.5
2.5
2.5
Treynor Ratio
0.95
0.95
0
0.75
1.25
2
2
Information Ratio
0.33
0.33
0
0.3
0.6
1
1
Calmar Ratio
0.3
0.3
0
0.3
0.6
1
1
Beta
1.52
1.52
0
0.8
1.2
0
2
Sharpe Ratio
0.56
0.56
0
0.5
1
1.5
1.5
Sortino Ratio
0.91
0.91
0
1
2
3
3
Jensen's Alpha
0.85
0.85
-2
0
2
4.5
4.5
Omega Ratio
1.28
1.28
0
1
1.5
2.5
2.5
Treynor Ratio
0.95
0.95
0
0.75
1.25
2
2
Information Ratio
0.33
0.33
0
0.3
0.6
1
1
Calmar Ratio
0.3
0.3
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
39.62
High:
MNDY
304.15MNDYLow:
HUBS
-1,220.7HUBSDetails
PEG Ratio
227.66
High:
KO
10,128.43KOLow:HUBS
-1,467.1HUBSDetails
Price/Book
12.53
High:
MA
76.6MALow:
BA
-47.95BADetails
Price/Sales
9.65
High:
ARM
41.1ARMLow:
NOVAQ
0NOVAQDetails
Price/CF
24.27
High:ARM
286.48ARMLow:
GM
2.05GMDetails
Price/FCF
45.9
High:
WSO
795.96WSOLow:
F
6.36FDetails
P/E Ratio
39.62
High:MNDY
304.15MNDYLow:HUBS
-1,220.7HUBSDetails
PEG Ratio
227.66
High:KO
10,128.43KOLow:HUBS
-1,467.1HUBSDetails
Price/Book
12.53
High:MA
76.6MALow:BA
-47.95BADetails
Price/Sales
9.65
High:ARM
41.1ARMLow:NOVAQ
0NOVAQDetails
Price/CF
24.27
High:ARM
286.48ARMLow:GM
2.05GMDetails
Price/FCF
45.9
High:WSO
795.96WSOLow:F
6.36FDetails
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 |