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-0.23%
This Month
+2.72%
Year To Date
+12.93%
2 Years
-4.78%
5 Years
-4.34%
10 Years
-0.88%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading38.23%
- 🪙 Cryptocurrencies14.33%
- 💰 Finance12.3%
- 🚗 Consumer Durables12.16%
- 💻 Electronic Technology7.34%
- 🧬 Health Technology6.85%
- 🛠️ Producer Manufacturing2.72%
- 💼 Commercial Services2.22%
- 🪨 Non Energy Minerals1.8%
- 🚚 Transportation1.5%
- 🖥️ Technology Services0.51%
- 💵 Cash0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE50.01%
- 🇺🇸 Nasdaq25.57%
- 🌍 Digital Currency14.33%
- 🇩🇪 FRA6.71%
- 🇬🇧 LSE3.02%
- 🇺🇸 OTC Markets Stock Exchange0.01%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States42.33%
- 🇨🇳 China12.16%
- 🇨🇦 Canada9.93%
- 🇩🇪 Germany6.71%
- 🇮🇱 Israel4.23%
- 🇧🇷 Brazil4.1%
- 🇬🇧 United Kingdom4.08%
- 🇿🇦 South Africa0.82%
- 🇨🇭 Switzerland0.64%
- 🇮🇪 Ireland0.3%
Dividends
Dividend Yield
2.53%
10 out of 26 instruments pay dividend.
36 dividend payments in the next 30 days.
Highest Dividend: $ZIM (50.26%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 ZIM | 0.75% | 50.26% | $0.23 |
 ABR | 0.72% | 12% | $1.72 |
 DividendsMonthly | 0.35% | 2.92% | - |
 DividendGrowth | 0.32% | 2.54% | - |
 ARI | 0.2% | 9.11% | $1.4 |
 GoldWorldWide | 0.12% | 0.86% | - |
 BAYN.DE | 0.03% | 0.39% | $0.11 |
 PAAS | 0.02% | 1.25% | $0.4 |
 INTC | 0.02% | 0.51% | $0.5 |
 XP | 0% | 0% | $0 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 BDX (DividendGrowth) | Ex-Dividend | Sep 8, 2025 | $1.04 |
 ATO (DividendGrowth) | Pay Day | Sep 8, 2025 | $0.87 |
ZIM | Pay Day | Sep 9, 2025 | $0.06 |
 JNJ (DividendsMonthly) | Pay Day | Sep 9, 2025 | $1.30 |
JNJ (DividendGrowth) | Pay Day | Sep 9, 2025 | $1.30 |
 CVX (DividendGrowth) | Pay Day | Sep 10, 2025 | $1.71 |
 SPGI (DividendGrowth) | Pay Day | Sep 10, 2025 | $0.96 |
 MSFT (DividendsMonthly) | Pay Day | Sep 11, 2025 | $0.83 |
 AGI (GoldWorldWide) | Ex-Dividend | Sep 11, 2025 | $0.02 |
 FNV (GoldWorldWide) | Ex-Dividend | Sep 11, 2025 | $0.38 |
MSFT (DividendGrowth) | Pay Day | Sep 11, 2025 | $0.83 |
 MMM (DividendsMonthly) | Pay Day | Sep 12, 2025 | $0.73 |
 AMGN (DividendsMonthly) | Pay Day | Sep 12, 2025 | $2.38 |
 ULVR.L (DividendsMonthly) | Pay Day | Sep 12, 2025 | $0.52 |
 KLG (DividendsMonthly) | Pay Day | Sep 12, 2025 | $0.16 |
 GFI (GoldWorldWide) | Ex-Dividend | Sep 12, 2025 | $0.40 |
 ADP (DividendGrowth) | Ex-Dividend | Sep 12, 2025 | $1.54 |
 GILD (DividendsMonthly) | Ex-Dividend | Sep 15, 2025 | $0.79 |
 K (DividendsMonthly) | Pay Day | Sep 15, 2025 | $0.58 |
 B (GoldWorldWide) | Pay Day | Sep 15, 2025 | $0.15 |
 AG (GoldWorldWide) | Pay Day | Sep 15, 2025 | $0.00 |
 KO (DividendGrowth) | Ex-Dividend | Sep 15, 2025 | $0.51 |
 NEE (DividendGrowth) | Pay Day | Sep 15, 2025 | $0.57 |
 XEL (DividendGrowth) | Ex-Dividend | Sep 15, 2025 | $0.57 |
 MCD (DividendGrowth) | Pay Day | Sep 16, 2025 | $1.77 |
 ADI (DividendGrowth) | Pay Day | Sep 16, 2025 | $0.99 |
 NOC (DividendGrowth) | Pay Day | Sep 17, 2025 | $2.31 |
 BBY (DividendGrowth) | Ex-Dividend | Sep 18, 2025 | $0.95 |
 LIN (DividendGrowth) | Pay Day | Sep 18, 2025 | $1.50 |
 EVRG (DividendGrowth) | Pay Day | Sep 19, 2025 | $0.67 |
 LHX (DividendGrowth) | Pay Day | Sep 22, 2025 | $1.20 |
AGI (GoldWorldWide) | Pay Day | Sep 25, 2025 | $0.02 |
FNV (GoldWorldWide) | Pay Day | Sep 25, 2025 | $0.38 |
GFI (GoldWorldWide) | Pay Day | Sep 25, 2025 | $0.40 |
 KHC (DividendsMonthly) | Pay Day | Sep 26, 2025 | $0.40 |
 LMT (DividendGrowth) | Pay Day | Sep 26, 2025 | $3.30 |
 ELS (DividendGrowth) | Ex-Dividend | Sep 26, 2025 | $0.52 |
GILD (DividendsMonthly) | Pay Day | Sep 29, 2025 | $0.79 |
 NEM (GoldWorldWide) | Pay Day | Sep 29, 2025 | $0.25 |
 PEP (DividendGrowth) | Pay Day | Sep 30, 2025 | $1.42 |
BDX (DividendGrowth) | Pay Day | Sep 30, 2025 | $1.04 |
 CAH (DividendsMonthly) | Ex-Dividend | Oct 1, 2025 | $0.51 |
KO (DividendGrowth) | Pay Day | Oct 1, 2025 | $0.51 |
 NKE (DividendGrowth) | Pay Day | Oct 1, 2025 | $0.40 |
ADP (DividendGrowth) | Pay Day | Oct 1, 2025 | $1.54 |
 APD (DividendGrowth) | Ex-Dividend | Oct 1, 2025 | $1.79 |
 KMB (DividendsMonthly) | Pay Day | Oct 2, 2025 | $1.26 |
KMB (DividendGrowth) | Pay Day | Oct 2, 2025 | $1.26 |
 RSG (DividendGrowth) | Ex-Dividend | Oct 2, 2025 | $0.62 |
 RGLD (GoldWorldWide) | Ex-Dividend | Oct 3, 2025 | $0.45 |
 SYY (DividendGrowth) | Ex-Dividend | Oct 3, 2025 | $0.54 |
 GSK.L (DividendsMonthly) | Pay Day | Oct 9, 2025 | $0.21 |
BBY (DividendGrowth) | Pay Day | Oct 9, 2025 | $0.95 |
 GD (DividendGrowth) | Ex-Dividend | Oct 10, 2025 | $1.50 |
ELS (DividendGrowth) | Pay Day | Oct 10, 2025 | $0.52 |
 ABBV (DividendsMonthly) | Ex-Dividend | Oct 15, 2025 | $1.64 |
CAH (DividendsMonthly) | Pay Day | Oct 15, 2025 | $0.51 |
RSG (DividendGrowth) | Pay Day | Oct 15, 2025 | $0.62 |
RGLD (GoldWorldWide) | Pay Day | Oct 17, 2025 | $0.45 |
XEL (DividendGrowth) | Pay Day | Oct 20, 2025 | $0.57 |
 LOW (DividendGrowth) | Ex-Dividend | Oct 22, 2025 | $1.20 |
SYY (DividendGrowth) | Pay Day | Oct 24, 2025 | $0.54 |
LOW (DividendGrowth) | Pay Day | Nov 5, 2025 | $1.20 |
APD (DividendGrowth) | Pay Day | Nov 10, 2025 | $1.79 |
ABBV (DividendsMonthly) | Pay Day | Nov 14, 2025 | $1.64 |
GD (DividendGrowth) | Pay Day | Nov 14, 2025 | $1.50 |
 AEM (GoldWorldWide) | Ex-Dividend | Dec 1, 2025 | $0.40 |
AEM (GoldWorldWide) | Pay Day | Dec 15, 2025 | $0.40 |
Performance Metrics
Score 5.1/10
Beta
1.45
1.45
0
0.8
1.2
0
2
Sharpe Ratio
0.25
0.25
0
0.5
1
1.5
1.5
Sortino Ratio
0.71
0.71
0
1
2
3
3
Jensen's Alpha
3.54
3.54
-2
0
2
4.5
4.5
Omega Ratio
1.13
1.13
0
1
1.5
2.5
2.5
Treynor Ratio
1.35
1.35
0
0.75
1.25
2
2
Information Ratio
0.1
0.1
0
0.3
0.6
1
1
Calmar Ratio
-0.01
-0.01
-1
0.3
0.6
1
1
Beta
1.45
1.45
0
0.8
1.2
0
2
Sharpe Ratio
0.25
0.25
0
0.5
1
1.5
1.5
Sortino Ratio
0.71
0.71
0
1
2
3
3
Jensen's Alpha
3.54
3.54
-2
0
2
4.5
4.5
Omega Ratio
1.13
1.13
0
1
1.5
2.5
2.5
Treynor Ratio
1.35
1.35
0
0.75
1.25
2
2
Information Ratio
0.1
0.1
0
0.3
0.6
1
1
Calmar Ratio
-0.01
-0.01
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
-6.78
High:
PAAS
24.01PAASLow:
GFS
-158.83GFSDetails
PEG Ratio
115.42
High:
XP
397.45XPLow:
NNDM
-20.98NNDMDetails
Price/Book
1.31
High:
REKR
3.76REKRLow:
NIO
-74.08NIODetails
Price/Sales
1.23
High:
SINT
7.51SINTLow:
DMKPQ
-DMKPQDetails
Price/CF
5.85
High:GFS
13.35GFSLow:
ZIM
0.56ZIMDetails
Price/FCF
11.5
High:
ARI
113.58ARILow:ZIM
0.87ZIMDetails
P/E Ratio
-6.78
High:PAAS
24.01PAASLow:GFS
-158.83GFSDetails
PEG Ratio
115.42
High:XP
397.45XPLow:NNDM
-20.98NNDMDetails
Price/Book
1.31
High:REKR
3.76REKRLow:NIO
-74.08NIODetails
Price/Sales
1.23
High:SINT
7.51SINTLow:DMKPQ
-DMKPQDetails
Price/CF
5.85
High:GFS
13.35GFSLow:ZIM
0.56ZIMDetails
Price/FCF
11.5
High:ARI
113.58ARILow:ZIM
0.87ZIMDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-88.86% | Mar 2021 | - | 55 |
-7.54% | Jun 2020 | Aug 2020 | 2 |
-6.29% | Sep 2020 | Oct 2020 | 1 |