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-2.35%
This Month
+9.11%
Year To Date
+56.69%
2 Years
+65.54%
5 Years
+199.06%
10 Years
+19.73%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services25.62%
- 🪙 Cryptocurrencies11.07%
- 👥 Copy Trading9.59%
- 💻 Electronic Technology8.51%
- 💰 Finance7.42%
- 💇♀️ Consumer Services7.15%
- 🛠️ Producer Manufacturing6.48%
- 🍞 Consumer Non Durables5.43%
- 🚚 Transportation4.67%
- 🚗 Consumer Durables4.61%
- 🧬 Health Technology2.51%
- 📦 Distribution Services2.47%
- 🛍️ Retail Trade2.2%
- 💵 Cash1.35%
- 💼 Commercial Services1.04%
- ⛏️ Energy Minerals0.46%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE50.6%
- 🇺🇸 Nasdaq35.99%
- 🌍 Digital Currency11.07%
- 🇩🇪 FRA1.06%
- 🇪🇸 Bolsa De Madrid0.09%
- 🇦🇺 Sydney0.09%
- 🇬🇧 LSE0.05%
- 🇫🇷 Euronext Paris0.04%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States69.49%
- 🇹🇼 Taiwan4.01%
- 🇯🇵 Japan3.07%
- 🇧🇲 Bermuda2.85%
- 🇨🇦 Canada2.37%
- 🇱🇺 Luxembourg1.82%
- 🇩🇪 Germany1.06%
- 🇧🇷 Brazil0.8%
- 🇮🇪 Ireland0.68%
- 🇰🇾 Cayman Islands0.23%
- 🇳🇱 Netherlands0.19%
- 🇮🇱 Israel0.1%
- 🇪🇸 Spain0.09%
- 🇦🇺 Australia0.09%
- 🇨🇭 Switzerland0.04%
- 🇬🇧 United Kingdom0.04%
- 🇫🇷 France0.04%
- 🇮🇳 India0.01%
Dividends
Dividend Yield
1.18%
20 out of 41 instruments pay dividend.
6 dividend payments in the next 30 days.
Highest Dividend: $NAT (10.41%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 MO | 0.27% | 5.81% | $3.92 |
 Mikepara1 | 0.23% | 2.42% | - |
 ASC | 0.14% | 7.05% | $0.87 |
 NAT | 0.09% | 10.41% | $0.43 |
 MBG.DE | 0.08% | 8.52% | $5.3 |
 CAAP | 0.06% | 3.54% | - |
 MFC | 0.06% | 2.94% | $1.13 |
 RCL | 0.04% | 1.89% | - |
 MFG | 0.04% | 1.39% | $0.12 |
 PEP | 0.04% | 4.31% | $5.15 |
 CMCSA | 0.03% | 6.03% | $1.2 |
 TSM | 0.03% | 0.75% | $1.74 |
 CAH | 0.02% | 0.8% | $2.01 |
 GM | 0.02% | 0.91% | $0.42 |
 POWL | 0.01% | 0.21% | $1.06 |
 CRM | 0.01% | 0.72% | $0.4 |
 GOOGL | 0.01% | 0.26% | $0.2 |
 AAPL | 0.01% | 0.31% | $0.97 |
 GEV | 0% | -0.22% | - |
 VSNT | 0% | -2.39% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
VSNT | Pay Day | Oct 22, 2026 | -$0.38 |
 PFE (Mikepara1) | Ex-Dividend | Oct 24, 2026 | $0.43 |
 GE (Mikepara1) | Pay Day | Oct 26, 2026 | $0.47 |
CMCSA | Pay Day | Oct 28, 2026 | $0.33 |
 ASML (Mikepara1) | Ex-Dividend | Oct 28, 2026 | $3.17 |
 O (Mikepara1) | Ex-Dividend | Oct 30, 2026 | $0.27 |
 EPR (Mikepara1) | Ex-Dividend | Oct 30, 2026 | $0.31 |
 EPD (Mikepara1) | Ex-Dividend | Oct 31, 2026 | $0.55 |
 VZ (Mikepara1) | Pay Day | Nov 2, 2026 | $0.71 |
 BMY (Mikepara1) | Pay Day | Nov 2, 2026 | $0.63 |
 EQH (Mikepara1) | Ex-Dividend | Nov 3, 2026 | $0.30 |
 INTC (Mikepara1) | Ex-Dividend | Nov 7, 2026 | $0.12 |
 ET (Mikepara1) | Ex-Dividend | Nov 7, 2026 | $0.34 |
 MQG.ASX (Mikepara1) | Ex-Dividend | Nov 7, 2026 | $3.03 |
AAPL | Ex-Dividend | Nov 10, 2026 | $0.27 |
AAPL (Mikepara1) | Ex-Dividend | Nov 10, 2026 | $0.27 |
 V (Mikepara1) | Ex-Dividend | Nov 11, 2026 | $0.67 |
 RMR (Mikepara1) | Pay Day | Nov 12, 2026 | $0.45 |
 OWL (Mikepara1) | Ex-Dividend | Nov 13, 2026 | $0.23 |
 COF (Mikepara1) | Ex-Dividend | Nov 17, 2026 | $0.80 |
 RGA (Mikepara1) | Ex-Dividend | Nov 18, 2026 | $0.93 |
POWL | Ex-Dividend | Nov 19, 2026 | $0.09 |
 SPOK (Mikepara1) | Ex-Dividend | Nov 19, 2026 | $0.31 |
 MSFT (Mikepara1) | Ex-Dividend | Nov 20, 2026 | $0.91 |
MFC | Ex-Dividend | Nov 21, 2026 | $0.35 |
MFC (Mikepara1) | Ex-Dividend | Nov 21, 2026 | $0.35 |
 PAYC (Mikepara1) | Ex-Dividend | Nov 24, 2026 | $0.38 |
 SWKS (Mikepara1) | Ex-Dividend | Nov 26, 2026 | $0.71 |
 EMBC (Mikepara1) | Ex-Dividend | Nov 27, 2026 | $0.01 |
ASC | Ex-Dividend | Nov 28, 2026 | $0.39 |
 ALL (Mikepara1) | Ex-Dividend | Dec 1, 2026 | $1.08 |
 B (Mikepara1) | Ex-Dividend | Dec 1, 2026 | $0.17 |
PEP | Ex-Dividend | Dec 4, 2026 | $1.48 |
GM | Ex-Dividend | Dec 4, 2026 | $0.18 |
GOOGL | Ex-Dividend | Dec 4, 2026 | $0.22 |
 BAC (Mikepara1) | Ex-Dividend | Dec 4, 2026 | $0.28 |
PEP (Mikepara1) | Ex-Dividend | Dec 4, 2026 | $1.48 |
 PYPL (Mikepara1) | Ex-Dividend | Dec 4, 2026 | $0.14 |
GM (Mikepara1) | Ex-Dividend | Dec 4, 2026 | $0.18 |
GOOGL (Mikepara1) | Ex-Dividend | Dec 4, 2026 | $0.22 |
NAT | Ex-Dividend | Dec 10, 2026 | $0.22 |
 NVDA (Mikepara1) | Ex-Dividend | Dec 10, 2026 | $0.25 |
 MPT (Mikepara1) | Ex-Dividend | Dec 10, 2026 | $0.09 |
 CTO (Mikepara1) | Ex-Dividend | Dec 10, 2026 | $0.38 |
 ALB (Mikepara1) | Ex-Dividend | Dec 11, 2026 | $0.41 |
 GBDC (Mikepara1) | Ex-Dividend | Dec 14, 2026 | $0.33 |
MO | Ex-Dividend | Dec 15, 2026 | $1.06 |
MO (Mikepara1) | Ex-Dividend | Dec 15, 2026 | $1.06 |
 ARCC (Mikepara1) | Ex-Dividend | Dec 15, 2026 | $0.48 |
TSM | Ex-Dividend | Dec 16, 2026 | $0.95 |
GEV | Ex-Dividend | Dec 16, 2026 | -$0.50 |
TSM (Mikepara1) | Ex-Dividend | Dec 16, 2026 | $0.95 |
GEV (Mikepara1) | Ex-Dividend | Dec 16, 2026 | -$0.50 |
CRM | Ex-Dividend | Dec 17, 2026 | $0.44 |
RCL | Ex-Dividend | Dec 17, 2026 | $1.50 |
 VICI (Mikepara1) | Ex-Dividend | Dec 17, 2026 | $0.45 |
 AVGO (Mikepara1) | Ex-Dividend | Dec 21, 2026 | $0.65 |
 ITRN (Mikepara1) | Ex-Dividend | Dec 29, 2026 | $0.17 |
 TTE.PA (Mikepara1) | Ex-Dividend | Dec 30, 2026 | $1.01 |
 IIPR (Mikepara1) | Ex-Dividend | Dec 30, 2026 | $1.90 |
 STWD (Mikepara1) | Ex-Dividend | Dec 30, 2026 | $0.48 |
 XHR (Mikepara1) | Ex-Dividend | Dec 30, 2026 | $0.14 |
CAH | Ex-Dividend | Jan 1, 2027 | $0.52 |
VSNT | Ex-Dividend | Jan 1, 2027 | -$0.38 |
CAH (Mikepara1) | Ex-Dividend | Jan 1, 2027 | $0.52 |
BMY (Mikepara1) | Ex-Dividend | Jan 2, 2027 | $0.63 |
GE (Mikepara1) | Ex-Dividend | Jan 5, 2027 | $0.47 |
CMCSA | Ex-Dividend | Jan 7, 2027 | $0.33 |
VZ (Mikepara1) | Ex-Dividend | Jan 9, 2027 | $0.71 |
RMR (Mikepara1) | Ex-Dividend | Jan 19, 2027 | $0.45 |
 RIO (Mikepara1) | Ex-Dividend | Feb 14, 2027 | $2.54 |
 GLEN.L (Mikepara1) | Ex-Dividend | Mar 1, 2027 | $0.09 |
 SN.L (Mikepara1) | Ex-Dividend | Mar 29, 2027 | $0.24 |
MFG | Ex-Dividend | Apr 1, 2027 | $0.10 |
MFG (Mikepara1) | Ex-Dividend | Apr 1, 2027 | $0.10 |
 BBVA.MC (Mikepara1) | Ex-Dividend | Apr 13, 2027 | $0.71 |
MBG.DE | Ex-Dividend | Apr 17, 2027 | $4.06 |
 RHM.DE (Mikepara1) | Ex-Dividend | May 13, 2027 | $13.50 |
 HDB (Mikepara1) | Ex-Dividend | Aug 7, 2027 | $0.75 |
Performance Metrics
Score 5.8/10
Beta
1.55
1.55
0
0.8
1.2
0
2
Sharpe Ratio
0.68
0.68
0
0.5
1
1.5
1.5
Sortino Ratio
1.35
1.35
0
1
2
3
3
Jensen's Alpha
0.69
0.69
-2
0
2
4.5
4.5
Omega Ratio
1.44
1.44
0
1
1.5
2.5
2.5
Treynor Ratio
1.05
1.05
0
0.75
1.25
2
2
Information Ratio
0.41
0.41
0
0.3
0.6
1
1
Calmar Ratio
0.49
0.49
0
0.3
0.6
1
1
Beta
1.55
1.55
0
0.8
1.2
0
2
Sharpe Ratio
0.68
0.68
0
0.5
1
1.5
1.5
Sortino Ratio
1.35
1.35
0
1
2
3
3
Jensen's Alpha
0.69
0.69
-2
0
2
4.5
4.5
Omega Ratio
1.44
1.44
0
1
1.5
2.5
2.5
Treynor Ratio
1.05
1.05
0
0.75
1.25
2
2
Information Ratio
0.41
0.41
0
0.3
0.6
1
1
Calmar Ratio
0.49
0.49
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
26.02
High:
PANW
793.68PANWLow:
NET
-616.83NETDetails
PEG Ratio
0.78
High:POWL
4.63POWLLow:
TWLO
0.01TWLODetails
Price/Book
10.06
High:NET
78.98NETLow:MO
-42.48MODetails
Price/Sales
7.52
High:
ZYME
51.53ZYMELow:CAH
0.22CAHDetails
Price/CF
23.74
High:NET
137.21NETLow:ZYME
2.41ZYMEDetails
Price/FCF
53.97
High:NET
276.02NETLow:ZYME
2.44ZYMEDetails
P/E Ratio
26.02
High:PANW
793.68PANWLow:NET
-616.83NETDetails
PEG Ratio
0.78
High:POWL
4.63POWLLow:TWLO
0.01TWLODetails
Price/Book
10.06
High:NET
78.98NETLow:MO
-42.48MODetails
Price/Sales
7.52
High:ZYME
51.53ZYMELow:CAH
0.22CAHDetails
Price/CF
23.74
High:NET
137.21NETLow:ZYME
2.41ZYMEDetails
Price/FCF
53.97
High:NET
276.02NETLow:ZYME
2.44ZYMEDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-41.65% | Nov 2021 | Sep 2024 | 34 |
-14.44% | Feb 2025 | Jun 2025 | 4 |
-6.79% | Nov 2025 | Apr 2026 | 5 |
-6.74% | Jun 2026 | - | 5 |
-6.39% | May 2021 | Aug 2021 | 3 |
-4.26% | Sep 2021 | Oct 2021 | 1 |
-2.72% | Dec 2024 | Jan 2025 | 1 |