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-0.49%
Today
+9.74%
This Month
-2.06%
Year To Date
+59.04%
2 Years
+224.47%
5 Years
+8.24%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology24.82%
- 👥 Copy Trading21.62%
- 🪙 Cryptocurrencies18.26%
- 🚗 Consumer Durables8.56%
- 🛍️ Retail Trade7.04%
- 🖥️ Technology Services6.9%
- 💵 Cash4.41%
- 🛠️ Producer Manufacturing2.6%
- 🍞 Consumer Non Durables1.37%
- 📊 ETFs1.14%
- ⚡ Utilities0.98%
- 🧬 Health Technology0.51%
- 🏥 Health Services0.06%
- 🧪 Process Industries0.06%
- 💰 Finance0.05%
- 💇♀️ Consumer Services0%
- 🪨 Non Energy Minerals0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq43.37%
- 🇬🇧 LSE19.46%
- 🌍 Digital Currency18.6%
- 🇺🇸 NYSE7.75%
- 🇭🇰 Hong Kong Exchanges2.22%
- 🇺🇸 Chicago Board Options Exchange0.65%
- 🌍 FX0.06%
- 🌍 CFD0.03%
- 🇫🇷 Euronext Paris0.02%
- 🇨🇭 SIX0.02%
- 🌍 Commodity0%
- 🇳🇴 Oslo Stock Exchange0%
- 🇦🇺 Sydney0%
- 🇸🇪 Stockholm Stock Exchange0%
- 🇸🇦 Tadawul0%
- 🇩🇰 Copenhagen Stock Exchange0%
- 🇳🇱 Euronext Amsterdam0%
- 🇺🇸 OTC Markets Stock Exchange0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States47.98%
- 🇨🇳 China2.23%
- 🇬🇧 United Kingdom1.55%
- 🇹🇼 Taiwan1.19%
- 🇨🇭 Switzerland0.5%
- 🇳🇱 Netherlands0.45%
- 🇮🇪 Ireland0.05%
- 🇩🇰 Denmark0.05%
- 🇫🇷 France0.02%
- 🇮🇱 Israel0%
- 🇸🇬 Singapore0%
- 🇳🇴 Norway0%
- 🇯🇵 Japan0%
- 🇸🇪 Sweden0%
- 🇨🇦 Canada0%
- 🇭🇰 Hong Kong0%
- 🇸🇦 Saudi Arabia0%
- 🇧🇷 Brazil0%
- 🇿🇦 South Africa0%
- 🇦🇺 Australia0%
- 🇧🇲 Bermuda0%
- 🇬🇷 Greece0%
Dividends
Dividend Yield
0.33%
24 out of 51 instruments pay dividend.
39 dividend payments in the next 30 days.
Highest Dividend: $PFE (7.36%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 AAPL | 0.05% | 0.5% | $0.97 |
 SVT.L | 0.04% | 4.48% | $1.17 |
 IBM | 0.04% | 2.56% | $6.65 |
 PFE | 0.04% | 7.36% | $1.66 |
 MSFT | 0.03% | 0.71% | $3 |
 01211.HK | 0.02% | 1.07% | $3.41 |
 NKE | 0.02% | 2.54% | $1.45 |
 GLW | 0.02% | 2.26% | $1.12 |
 TSM | 0.01% | 1.12% | $1.74 |
 Diabetes-Med | 0.01% | 1.87% | - |
 WarrenBuffet-CF | 0.01% | 1.75% | - |
 MMM | 0.01% | 1.93% | $5.21 |
 APH | 0.01% | 0.75% | $0.44 |
 LIT | 0.01% | 1.03% | - |
 ASML | 0% | 0.79% | $5.57 |
 NVDA | 0% | 0.03% | $0.02 |
 2318.HK | 0% | 6.07% | $2.63 |
 BA.L | 0% | 1.73% | $0.3 |
 META | 0% | 0.31% | $1 |
 Rachelle1dog | 0% | 1.2% | - |
 NLOP | 0% | -1.05% | $-0.34 |
 GGB | 0% | -3.7% | $-0.22 |
 SDZNY | 0% | -0.83% | $-0.3 |
 BAM | 0% | -2.79% | $-1.41 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
SVT.L | Ex-Dividend | May 29, 2025 | $0.98 |
GLW | Ex-Dividend | May 30, 2025 | $0.28 |
BAM | Ex-Dividend | May 30, 2025 | -$0.44 |
 SBUX (Rachelle1dog) | Pay Day | May 30, 2025 | $0.61 |
 KHC (Rachelle1dog) | Ex-Dividend | May 30, 2025 | $0.40 |
 MSCI (Rachelle1dog) | Pay Day | May 30, 2025 | $1.80 |
KHC (WarrenBuffet-CF) | Ex-Dividend | May 30, 2025 | $0.40 |
 TGT (Rachelle1dog) | Pay Day | Jun 1, 2025 | $1.12 |
 KR (WarrenBuffet-CF) | Pay Day | Jun 1, 2025 | $0.32 |
NKE | Ex-Dividend | Jun 2, 2025 | $0.40 |
 MCD (Rachelle1dog) | Ex-Dividend | Jun 2, 2025 | $1.77 |
NKE (Rachelle1dog) | Ex-Dividend | Jun 2, 2025 | $0.40 |
 COP (Rachelle1dog) | Pay Day | Jun 2, 2025 | $0.78 |
 V (WarrenBuffet-CF) | Pay Day | Jun 2, 2025 | $0.59 |
 CI (Rachelle1dog) | Ex-Dividend | Jun 3, 2025 | $1.51 |
 QCOM (Rachelle1dog) | Ex-Dividend | Jun 5, 2025 | $0.89 |
 BLK (Rachelle1dog) | Ex-Dividend | Jun 5, 2025 | $5.21 |
 MCHP (Rachelle1dog) | Pay Day | Jun 5, 2025 | $0.46 |
 TTEK (Rachelle1dog) | Pay Day | Jun 5, 2025 | $0.06 |
 COF (WarrenBuffet-CF) | Pay Day | Jun 5, 2025 | $0.60 |
 PEP (Rachelle1dog) | Ex-Dividend | Jun 6, 2025 | $1.42 |
 SBLK (Rachelle1dog) | Ex-Dividend | Jun 6, 2025 | $0.05 |
 BAC (WarrenBuffet-CF) | Ex-Dividend | Jun 6, 2025 | $0.26 |
 MCO (WarrenBuffet-CF) | Pay Day | Jun 6, 2025 | $0.94 |
 GOOG (Rachelle1dog) | Ex-Dividend | Jun 9, 2025 | $0.21 |
 GOOGL (Rachelle1dog) | Ex-Dividend | Jun 9, 2025 | $0.21 |
 BDX (Diabetes-Med) | Ex-Dividend | Jun 9, 2025 | $1.04 |
IBM | Pay Day | Jun 10, 2025 | $1.68 |
 CVX (Rachelle1dog) | Pay Day | Jun 10, 2025 | $1.71 |
 JNJ (Rachelle1dog) | Pay Day | Jun 10, 2025 | $1.30 |
 XOM (Rachelle1dog) | Pay Day | Jun 10, 2025 | $0.99 |
 LLY (Rachelle1dog) | Pay Day | Jun 10, 2025 | $1.50 |
 CDW (Rachelle1dog) | Pay Day | Jun 10, 2025 | $0.62 |
 FIS (Rachelle1dog) | Ex-Dividend | Jun 10, 2025 | $0.40 |
 OXY (Rachelle1dog) | Ex-Dividend | Jun 10, 2025 | $0.24 |
JNJ (Diabetes-Med) | Pay Day | Jun 10, 2025 | $1.30 |
LLY (Diabetes-Med) | Pay Day | Jun 10, 2025 | $1.50 |
CVX (WarrenBuffet-CF) | Pay Day | Jun 10, 2025 | $1.71 |
OXY (WarrenBuffet-CF) | Ex-Dividend | Jun 10, 2025 | $0.24 |
 HPQ (Rachelle1dog) | Ex-Dividend | Jun 11, 2025 | $0.29 |
 GEN (Rachelle1dog) | Pay Day | Jun 11, 2025 | $0.12 |
MSFT | Pay Day | Jun 12, 2025 | $0.83 |
MMM | Pay Day | Jun 12, 2025 | $0.73 |
TSM | Ex-Dividend | Jun 12, 2025 | $0.68 |
MSFT (Rachelle1dog) | Pay Day | Jun 12, 2025 | $0.83 |
MMM (Rachelle1dog) | Pay Day | Jun 12, 2025 | $0.73 |
PFE | Pay Day | Jun 13, 2025 | $0.43 |
 KO (Rachelle1dog) | Ex-Dividend | Jun 13, 2025 | $0.51 |
 ALB (Rachelle1dog) | Ex-Dividend | Jun 13, 2025 | $0.40 |
 WMB (Rachelle1dog) | Ex-Dividend | Jun 13, 2025 | $0.50 |
 DVN (Rachelle1dog) | Ex-Dividend | Jun 13, 2025 | $0.24 |
 AMT (Rachelle1dog) | Ex-Dividend | Jun 13, 2025 | $1.70 |
 DPZ (Rachelle1dog) | Ex-Dividend | Jun 13, 2025 | $1.74 |
PFE (Diabetes-Med) | Pay Day | Jun 13, 2025 | $0.43 |
KO (WarrenBuffet-CF) | Ex-Dividend | Jun 13, 2025 | $0.51 |
 CB (WarrenBuffet-CF) | Ex-Dividend | Jun 13, 2025 | $0.97 |
DPZ (WarrenBuffet-CF) | Ex-Dividend | Jun 13, 2025 | $1.74 |
GOOG (Rachelle1dog) | Pay Day | Jun 16, 2025 | $0.21 |
MCD (Rachelle1dog) | Pay Day | Jun 16, 2025 | $1.77 |
 MRK (Rachelle1dog) | Ex-Dividend | Jun 16, 2025 | $0.81 |
 TDS (Rachelle1dog) | Ex-Dividend | Jun 16, 2025 | $0.04 |
GOOGL (Rachelle1dog) | Pay Day | Jun 16, 2025 | $0.21 |
MRK (Diabetes-Med) | Ex-Dividend | Jun 16, 2025 | $0.81 |
APH | Ex-Dividend | Jun 17, 2025 | $0.16 |
CI (Rachelle1dog) | Pay Day | Jun 18, 2025 | $1.51 |
 TTE (Rachelle1dog) | Ex-Dividend | Jun 18, 2025 | $0.96 |
 TTE.PA (Rachelle1dog) | Ex-Dividend | Jun 19, 2025 | $0.88 |
SBLK (Rachelle1dog) | Pay Day | Jun 20, 2025 | $0.05 |
BLK (Rachelle1dog) | Pay Day | Jun 23, 2025 | $5.21 |
 SHEL.L (Rachelle1dog) | Pay Day | Jun 23, 2025 | $0.36 |
 PLTK (Rachelle1dog) | Ex-Dividend | Jun 23, 2025 | $0.10 |
 DIS (Rachelle1dog) | Ex-Dividend | Jun 24, 2025 | $0.50 |
FIS (Rachelle1dog) | Pay Day | Jun 24, 2025 | $0.40 |
QCOM (Rachelle1dog) | Pay Day | Jun 26, 2025 | $0.89 |
 SRE (Rachelle1dog) | Ex-Dividend | Jun 26, 2025 | $0.64 |
 BATS.L (Rachelle1dog) | Ex-Dividend | Jun 26, 2025 | $0.76 |
GLW | Pay Day | Jun 27, 2025 | $0.28 |
KHC (Rachelle1dog) | Pay Day | Jun 27, 2025 | $0.40 |
BAC (WarrenBuffet-CF) | Pay Day | Jun 27, 2025 | $0.26 |
KHC (WarrenBuffet-CF) | Pay Day | Jun 27, 2025 | $0.40 |
BAM | Pay Day | Jun 30, 2025 | -$0.44 |
PEP (Rachelle1dog) | Pay Day | Jun 30, 2025 | $1.42 |
WMB (Rachelle1dog) | Pay Day | Jun 30, 2025 | $0.50 |
 FMC (Rachelle1dog) | Ex-Dividend | Jun 30, 2025 | $0.58 |
DVN (Rachelle1dog) | Pay Day | Jun 30, 2025 | $0.24 |
TDS (Rachelle1dog) | Pay Day | Jun 30, 2025 | $0.04 |
DPZ (Rachelle1dog) | Pay Day | Jun 30, 2025 | $1.74 |
BDX (Diabetes-Med) | Pay Day | Jun 30, 2025 | $1.04 |
DPZ (WarrenBuffet-CF) | Pay Day | Jun 30, 2025 | $1.74 |
NKE | Pay Day | Jul 1, 2025 | $0.40 |
KO (Rachelle1dog) | Pay Day | Jul 1, 2025 | $0.51 |
NKE (Rachelle1dog) | Pay Day | Jul 1, 2025 | $0.40 |
ALB (Rachelle1dog) | Pay Day | Jul 1, 2025 | $0.40 |
TTE.PA (Rachelle1dog) | Pay Day | Jul 1, 2025 | $0.88 |
KO (WarrenBuffet-CF) | Pay Day | Jul 1, 2025 | $0.51 |
HPQ (Rachelle1dog) | Pay Day | Jul 2, 2025 | $0.29 |
 CSCO (Rachelle1dog) | Ex-Dividend | Jul 3, 2025 | $0.41 |
 MTCH (Rachelle1dog) | Ex-Dividend | Jul 3, 2025 | $0.19 |
CB (WarrenBuffet-CF) | Pay Day | Jul 3, 2025 | $0.97 |
PLTK (Rachelle1dog) | Pay Day | Jul 7, 2025 | $0.10 |
MRK (Rachelle1dog) | Pay Day | Jul 8, 2025 | $0.81 |
MRK (Diabetes-Med) | Pay Day | Jul 8, 2025 | $0.81 |
APH | Pay Day | Jul 9, 2025 | $0.16 |
TSM | Pay Day | Jul 10, 2025 | $0.68 |
 GSK.L (Rachelle1dog) | Pay Day | Jul 10, 2025 | $0.21 |
 GSK (Rachelle1dog) | Pay Day | Jul 10, 2025 | $0.43 |
AMT (Rachelle1dog) | Pay Day | Jul 11, 2025 | $1.70 |
TTE (Rachelle1dog) | Pay Day | Jul 11, 2025 | $0.96 |
SVT.L | Pay Day | Jul 15, 2025 | $0.98 |
SRE (Rachelle1dog) | Pay Day | Jul 15, 2025 | $0.64 |
OXY (Rachelle1dog) | Pay Day | Jul 15, 2025 | $0.24 |
OXY (WarrenBuffet-CF) | Pay Day | Jul 15, 2025 | $0.24 |
FMC (Rachelle1dog) | Pay Day | Jul 17, 2025 | $0.58 |
MTCH (Rachelle1dog) | Pay Day | Jul 18, 2025 | $0.19 |
CSCO (Rachelle1dog) | Pay Day | Jul 23, 2025 | $0.41 |
DIS (Rachelle1dog) | Pay Day | Jul 23, 2025 | $0.50 |
BATS.L (Rachelle1dog) | Pay Day | Aug 1, 2025 | $0.76 |
 SIMO (Rachelle1dog) | Ex-Dividend | Aug 7, 2025 | $0.50 |
 SWX (Rachelle1dog) | Ex-Dividend | Aug 15, 2025 | $0.62 |
 EQNR.OL (Rachelle1dog) | Ex-Dividend | Aug 18, 2025 | $0.37 |
SIMO (Rachelle1dog) | Pay Day | Aug 21, 2025 | $0.50 |
EQNR.OL (Rachelle1dog) | Pay Day | Aug 29, 2025 | $0.37 |
SWX (Rachelle1dog) | Pay Day | Sep 2, 2025 | $0.62 |
Performance Metrics
Score 5.5/10
Beta
0.97
0.97
0
0.8
1.2
0
2
Sharpe Ratio
0.34
0.34
0
0.5
1
1.5
1.5
Sortino Ratio
0.57
0.57
0
1
2
3
3
Jensen's Alpha
9.47
9.47
-2
0
2
10
10
Omega Ratio
1.18
1.18
0
1
1.5
2.5
2.5
Treynor Ratio
1.54
1.54
0
0.75
1.25
2
2
Information Ratio
0.17
0.17
0
0.3
0.6
1
1
Calmar Ratio
0.08
0.08
0
0.3
0.6
1
1
Beta
0.97
0.97
0
0.8
1.2
0
2
Sharpe Ratio
0.34
0.34
0
0.5
1
1.5
1.5
Sortino Ratio
0.57
0.57
0
1
2
3
3
Jensen's Alpha
9.47
9.47
-2
0
2
10
10
Omega Ratio
1.18
1.18
0
1
1.5
2.5
2.5
Treynor Ratio
1.54
1.54
0
0.75
1.25
2
2
Information Ratio
0.17
0.17
0
0.3
0.6
1
1
Calmar Ratio
0.08
0.08
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
39.33
High:
PLTR
538.82PLTRLow:
SDZNY
-27,341.67SDZNYDetails
PEG Ratio
93.37
High:PLTR
653.09PLTRLow:
LWLG
-235.82LWLGDetails
Price/Book
17.77
High:PLTR
53.68PLTRLow:
LLYVK
-24.59LLYVKDetails
Price/Sales
8.79
High:LWLG
1,519.17LWLGLow:
GGB
0.48GGBDetails
Price/CF
30.29
High:
ARM
286.48ARMLow:
2318.HK
0.812318.HKDetails
Price/FCF
56.67
High:ARM
638.94ARMLow:2318.HK
0.872318.HKDetails
P/E Ratio
39.33
High:PLTR
538.82PLTRLow:SDZNY
-27,341.67SDZNYDetails
PEG Ratio
93.37
High:PLTR
653.09PLTRLow:LWLG
-235.82LWLGDetails
Price/Book
17.77
High:PLTR
53.68PLTRLow:LLYVK
-24.59LLYVKDetails
Price/Sales
8.79
High:LWLG
1,519.17LWLGLow:GGB
0.48GGBDetails
Price/CF
30.29
High:ARM
286.48ARMLow:2318.HK
0.812318.HKDetails
Price/FCF
56.67
High:ARM
638.94ARMLow:2318.HK
0.872318.HKDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-83.25% | Jan 2018 | Aug 2020 | 31 |
-52.15% | Dec 2021 | - | 42 |
-16.57% | Sep 2020 | Nov 2020 | 2 |
-12.8% | Feb 2021 | Aug 2021 | 6 |