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+7.22%
This Month
-24.96%
Year To Date
+1.81%
2 Years
-18.84%
5 Years
+687.1%
10 Years
+25.5%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading33.55%
- 🪙 Cryptocurrencies25.77%
- 🖥️ Technology Services17.25%
- 🧬 Health Technology7.62%
- 💼 Commercial Services6.56%
- ❓ Other4.85%
- 💵 Cash0.09%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq31.69%
- 🌍 Digital Currency25.77%
- 🇬🇧 LSE17.07%
- 🇺🇸 NYSE15.82%
- 🇺🇸 OTC Markets Stock Exchange0.18%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States36.9%
- 🇬🇧 United Kingdom6.74%
- 🇨🇳 China0.82%
- 🇮🇪 Ireland0.5%
- 🇨🇦 Canada0.48%
- 🇯🇵 Japan0.36%
- 🇲🇽 Mexico0.34%
- 🇦🇷 Argentina0.3%
- 🇰🇾 Cayman Islands0.18%
- 🇮🇳 India0.17%
- 🇺🇾 Uruguay0.16%
- 🇮🇱 Israel0.16%
- 🇧🇷 Brazil0.16%
- 🇧🇲 Bermuda0.15%
- 🇱🇺 Luxembourg0.14%
- 🇰🇷 South Korea0.14%
Dividends
Dividend Yield
0.67%
3 out of 12 instruments pay dividend.
7 dividend payments in the next 30 days.
Highest Dividend: $RELX (2.33%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 Pure-Value | 0.34% | 2.08% | - |
 INTU | 0.17% | 1.51% | $3.6 |
 RELX | 0.15% | 2.33% | $0.75 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 ORCL (Pure-Value) | Pay Day | Oct 23, 2026 | $0.50 |
 RPM (Pure-Value) | Pay Day | Oct 30, 2026 | $0.54 |
 ADC (Pure-Value) | Ex-Dividend | Oct 30, 2026 | $0.27 |
 WDFC (Pure-Value) | Pay Day | Oct 30, 2026 | $1.02 |
 KWR (Pure-Value) | Pay Day | Oct 30, 2026 | $0.51 |
 UVV (Pure-Value) | Pay Day | Nov 2, 2026 | $0.83 |
 AON (Pure-Value) | Ex-Dividend | Nov 3, 2026 | $0.82 |
 BBAR (Pure-Value) | Ex-Dividend | Nov 3, 2026 | $0.04 |
 LEVI (Pure-Value) | Pay Day | Nov 4, 2026 | $0.14 |
 AGRO (Pure-Value) | Ex-Dividend | Nov 4, 2026 | $0.12 |
 BMA (Pure-Value) | Ex-Dividend | Nov 6, 2026 | $2.20 |
 LW (Pure-Value) | Ex-Dividend | Nov 7, 2026 | $0.38 |
 SUN (Pure-Value) | Ex-Dividend | Nov 7, 2026 | $0.99 |
 AXP (Pure-Value) | Pay Day | Nov 10, 2026 | $0.95 |
 MGY (Pure-Value) | Ex-Dividend | Nov 10, 2026 | $0.17 |
 PAX (Pure-Value) | Ex-Dividend | Nov 10, 2026 | $0.16 |
 FTAI (Pure-Value) | Ex-Dividend | Nov 12, 2026 | $0.45 |
 CRH (Pure-Value) | Ex-Dividend | Nov 14, 2026 | $0.39 |
 UPS (Pure-Value) | Ex-Dividend | Nov 17, 2026 | $1.64 |
 IEP (Pure-Value) | Ex-Dividend | Nov 17, 2026 | $0.50 |
 APAM (Pure-Value) | Ex-Dividend | Nov 17, 2026 | $0.77 |
 BWXT (Pure-Value) | Ex-Dividend | Nov 18, 2026 | $0.27 |
 CEG (Pure-Value) | Ex-Dividend | Nov 18, 2026 | $0.43 |
 GLNG (Pure-Value) | Ex-Dividend | Nov 24, 2026 | $0.25 |
 MNRO (Pure-Value) | Ex-Dividend | Nov 25, 2026 | $0.28 |
 SPGI (Pure-Value) | Ex-Dividend | Nov 26, 2026 | $0.97 |
 OMAB (Pure-Value) | Ex-Dividend | Nov 26, 2026 | $2.89 |
 XYL (Pure-Value) | Ex-Dividend | Nov 27, 2026 | $0.43 |
 TMUS (Pure-Value) | Ex-Dividend | Nov 28, 2026 | $1.02 |
 MCD (Pure-Value) | Ex-Dividend | Dec 1, 2026 | $1.86 |
 CNR (Pure-Value) | Ex-Dividend | Dec 1, 2026 | $0.10 |
 LMT (Pure-Value) | Ex-Dividend | Dec 1, 2026 | $3.45 |
 PRDO (Pure-Value) | Ex-Dividend | Dec 1, 2026 | $0.15 |
 UFPI (Pure-Value) | Ex-Dividend | Dec 1, 2026 | $0.36 |
 PVH (Pure-Value) | Ex-Dividend | Dec 2, 2026 | $0.04 |
 NTES (Pure-Value) | Ex-Dividend | Dec 3, 2026 | $0.72 |
 PEP (Pure-Value) | Ex-Dividend | Dec 4, 2026 | $1.48 |
 WY (Pure-Value) | Ex-Dividend | Dec 4, 2026 | $0.21 |
 LHX (Pure-Value) | Ex-Dividend | Dec 4, 2026 | $1.25 |
 EPC (Pure-Value) | Ex-Dividend | Dec 9, 2026 | $0.15 |
 AGI (Pure-Value) | Ex-Dividend | Dec 10, 2026 | $0.04 |
 BKNG (Pure-Value) | Ex-Dividend | Dec 11, 2026 | $0.42 |
 WM (Pure-Value) | Ex-Dividend | Dec 11, 2026 | $0.94 |
 NSSC (Pure-Value) | Ex-Dividend | Dec 11, 2026 | $0.15 |
 BYD (Pure-Value) | Ex-Dividend | Dec 15, 2026 | $0.20 |
 NX (Pure-Value) | Ex-Dividend | Dec 15, 2026 | $0.08 |
 BDC (Pure-Value) | Ex-Dividend | Dec 16, 2026 | $0.05 |
 RYN (Pure-Value) | Ex-Dividend | Dec 16, 2026 | $0.26 |
 DOLE (Pure-Value) | Ex-Dividend | Dec 16, 2026 | $0.09 |
 MRTN (Pure-Value) | Ex-Dividend | Dec 16, 2026 | $0.06 |
 VICI (Pure-Value) | Ex-Dividend | Dec 17, 2026 | $0.45 |
 AVGO (Pure-Value) | Ex-Dividend | Dec 21, 2026 | $0.65 |
 ARCO (Pure-Value) | Ex-Dividend | Dec 21, 2026 | $0.07 |
 LPL (Pure-Value) | Ex-Dividend | Dec 30, 2026 | $0.26 |
INTU | Ex-Dividend | Jan 8, 2027 | $1.20 |
AXP (Pure-Value) | Ex-Dividend | Jan 9, 2027 | $0.95 |
ORCL (Pure-Value) | Ex-Dividend | Jan 9, 2027 | $0.50 |
UVV (Pure-Value) | Ex-Dividend | Jan 9, 2027 | $0.83 |
KWR (Pure-Value) | Ex-Dividend | Jan 16, 2027 | $0.51 |
WDFC (Pure-Value) | Ex-Dividend | Jan 19, 2027 | $1.02 |
RPM (Pure-Value) | Ex-Dividend | Jan 20, 2027 | $0.54 |
RELX | Ex-Dividend | Feb 7, 2027 | $0.66 |
 AZN (Pure-Value) | Ex-Dividend | Feb 7, 2027 | $0.52 |
 RYAAY (Pure-Value) | Ex-Dividend | Mar 11, 2027 | $0.46 |
 TM (Pure-Value) | Ex-Dividend | Apr 1, 2027 | $3.46 |
 NTDOY (Pure-Value) | Ex-Dividend | Apr 1, 2027 | $0.15 |
 BEKE (Pure-Value) | Ex-Dividend | Apr 8, 2027 | $0.28 |
 WB (Pure-Value) | Ex-Dividend | Apr 17, 2027 | $0.61 |
 BABA (Pure-Value) | Ex-Dividend | Jun 11, 2027 | $1.05 |
 RDY (Pure-Value) | Ex-Dividend | Jul 24, 2027 | $0.01 |
Performance Metrics
Score 6.6/10
Beta
1.42
1.42
0
0.8
1.2
0
2
Sharpe Ratio
0.59
0.59
0
0.5
1
1.5
1.5
Sortino Ratio
1.23
1.23
0
1
2
3
3
Jensen's Alpha
19.28
19.28
-2
0
2
20
20
Omega Ratio
1.43
1.43
0
1
1.5
2.5
2.5
Treynor Ratio
1.99
1.99
0
0.75
1.25
2
2
Information Ratio
0.42
0.42
0
0.3
0.6
1
1
Calmar Ratio
0.41
0.41
0
0.3
0.6
1
1
Beta
1.42
1.42
0
0.8
1.2
0
2
Sharpe Ratio
0.59
0.59
0
0.5
1
1.5
1.5
Sortino Ratio
1.23
1.23
0
1
2
3
3
Jensen's Alpha
19.28
19.28
-2
0
2
20
20
Omega Ratio
1.43
1.43
0
1
1.5
2.5
2.5
Treynor Ratio
1.99
1.99
0
0.75
1.25
2
2
Information Ratio
0.42
0.42
0
0.3
0.6
1
1
Calmar Ratio
0.41
0.41
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
17.31
High:RELX
20.1RELXLow:
NTLA
-3.8NTLADetails
PEG Ratio
0.96
High:
ADBE
1.26ADBELow:RELX
0.8RELXDetails
Price/Book
6.22
High:RELX
36.02RELXLow:NTLA
2.45NTLADetails
Price/Sales
3.92
High:NTLA
28.6NTLALow:INTU
3.61INTUDetails
Price/CF
10.78
High:NTLA
14.33NTLALow:INTU
9.73INTUDetails
Price/FCF
12.9
High:RELX
24.71RELXLow:ADBE
10.89ADBEDetails
P/E Ratio
17.31
High:RELX
20.1RELXLow:NTLA
-3.8NTLADetails
PEG Ratio
0.96
High:ADBE
1.26ADBELow:RELX
0.8RELXDetails
Price/Book
6.22
High:RELX
36.02RELXLow:NTLA
2.45NTLADetails
Price/Sales
3.92
High:NTLA
28.6NTLALow:INTU
3.61INTUDetails
Price/CF
10.78
High:NTLA
14.33NTLALow:INTU
9.73INTUDetails
Price/FCF
12.9
High:RELX
24.71RELXLow:ADBE
10.89ADBEDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-60.13% | Jan 2018 | Nov 2020 | 34 |
-57.21% | Dec 2021 | Nov 2024 | 35 |
-52.52% | Oct 2025 | - | 13 |
-25.74% | Feb 2025 | Sep 2025 | 7 |
-11.32% | May 2021 | Aug 2021 | 3 |
-9.89% | Dec 2024 | Jan 2025 | 1 |
-9.18% | Sep 2021 | Oct 2021 | 1 |
-7.49% | Sep 2017 | Nov 2017 | 2 |
-7% | Jul 2017 | Aug 2017 | 1 |
-2.74% | Dec 2020 | Jan 2021 | 1 |