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+0.03%
Today
+0.35%
This Month
+10.02%
Year To Date
+28.59%
2 Years
+54.79%
5 Years
+4.12%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading63.61%
- 📊 ETFs9.4%
- 💵 Cash9.11%
- 💻 Electronic Technology2.62%
- 🍞 Consumer Non Durables1.96%
- 💰 Finance1.71%
- ⛏️ Energy Minerals1.51%
- 🪨 Non Energy Minerals0.85%
- 🪙 Cryptocurrencies0.74%
- 🚗 Consumer Durables0.72%
- 🧪 Process Industries0.69%
- 🛍️ Retail Trade0.61%
- 🧬 Health Technology0.58%
- 🛠️ Producer Manufacturing0.28%
- 🖥️ Technology Services0.23%
- 💼 Commercial Services0.23%
- 📡 Communications0.23%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE31.84%
- 🇺🇸 Nasdaq30.56%
- 🇺🇸 Chicago Board Options Exchange5.32%
- 🇦🇺 Sydney4.19%
- 🌍 Digital Currency2.13%
- 🇭🇰 Hong Kong Exchanges1.56%
- 🇬🇧 LSE1.44%
- 🇫🇷 Euronext Paris1.15%
- 🇩🇪 FRA1.11%
- 🇨🇭 SIX0.78%
- 🇪🇸 Bolsa De Madrid0.59%
- 🇩🇰 Copenhagen Stock Exchange0.56%
- 🇮🇹 Borsa Italiana0.54%
- 🇩🇪 Xetra ETFs0.34%
- 🌍 CFD0.19%
- 🇵🇹 Euronext Lisbon0.13%
- 🇦🇪 Dubai Financial Market0.12%
- 🌍 FX0.09%
- 🇳🇴 Oslo Stock Exchange0.09%
- 🇸🇪 Stockholm Stock Exchange0.08%
- 🇫🇮 Helsinki Stock Exchange0.04%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States47.85%
- 🇦🇺 Australia4.19%
- 🇨🇳 China2.16%
- 🇬🇧 United Kingdom1.69%
- 🇮🇪 Ireland1.15%
- 🇩🇪 Germany1.11%
- 🇫🇷 France1.07%
- 🇯🇵 Japan1.01%
- 🇩🇰 Denmark1%
- 🇨🇭 Switzerland0.9%
- 🇹🇼 Taiwan0.83%
- 🇺🇾 Uruguay0.6%
- 🇪🇸 Spain0.59%
- 🇮🇹 Italy0.54%
- 🇨🇦 Canada0.48%
- 🇱🇺 Luxembourg0.43%
- 🇳🇱 Netherlands0.17%
- 🇰🇷 South Korea0.16%
- 🇮🇱 Israel0.15%
- 🇵🇹 Portugal0.13%
- 🇳🇴 Norway0.09%
- 🇸🇪 Sweden0.08%
- 🇰🇾 Cayman Islands0.06%
- 🇿🇦 South Africa0.04%
- 🇫🇮 Finland0.04%
- 🇧🇷 Brazil0.02%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
1.55%
46 out of 66 instruments pay dividend.
54 dividend payments in the next 30 days.
Highest Dividend: $DEQ.DE (13.95%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 Renoi974 | 0.29% | 8.79% | - |
 AussieEconomy | 0.14% | 3.4% | - |
 DividendGrowth | 0.11% | 2.55% | - |
 JeppeKirkBonde | 0.09% | 1.41% | - |
 WU | 0.08% | 10.83% | $0.94 |
 Diabetes-Med | 0.07% | 1.86% | - |
 knw500 | 0.06% | 1.05% | - |
 DEQ.DE | 0.05% | 13.95% | $1.32 |
 DOW | 0.05% | 9.64% | $2.8 |
 jaynemesis | 0.04% | 0.79% | - |
 Santiago1000 | 0.04% | 0.85% | - |
 CPHequities | 0.04% | 0.78% | - |
 arash007 | 0.03% | 0.39% | - |
 VNQ | 0.03% | 4.07% | - |
 BLOK | 0.03% | 5.36% | - |
 XOM | 0.03% | 3.43% | $3.76 |
 CVX | 0.03% | 4.36% | $6.28 |
 MarianoPardo | 0.03% | 0.43% | - |
 URA | 0.02% | 2.39% | - |
 PEP | 0.02% | 4.06% | $5.15 |
 MRK | 0.02% | 3.93% | $3.04 |
 LMT | 0.02% | 2.85% | $12.45 |
 SCCO | 0.02% | 2.56% | $3.76 |
 TM | 0.02% | 3.39% | $4.64 |
 Congress-Buys | 0.02% | 0.59% | - |
 KO | 0.02% | 2.83% | $1.89 |
 MC.PA | 0.01% | 2.69% | $13 |
 BTI | 0.01% | 6.28% | $2.92 |
 2338.HK | 0.01% | 5.03% | $0.57 |
 INDA | 0.01% | 0.74% | - |
 VOD | 0.01% | 4.23% | $0.94 |
 2318.HK | 0.01% | 5.63% | $2.63 |
 ITA | 0.01% | 0.69% | - |
 ARGT | 0.01% | 1.3% | - |
 0968.HK | 0.01% | 8.9% | $0.23 |
 AI-Revolution | 0.01% | 0.22% | - |
 LIT | 0% | 1.04% | - |
 TQQQ | 0% | 1.41% | - |
 1585.HK | 0% | 1.73% | $0.48 |
 9988.HK | 0% | 1% | $0.98 |
 0700.HK | 0% | 0.91% | $3.4 |
 BABA | 0% | 0.95% | $0.98 |
 DFEN | 0% | 0.56% | - |
 XBI | 0% | 0.17% | - |
 COST | 0% | 0.48% | $19.22 |
 DRS | 0% | 0.39% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
BABA | Pay Day | Jul 10, 2025 | $1.05 |
BABA (knw500) | Pay Day | Jul 10, 2025 | $1.05 |
 ORCL (arash007) | Ex-Dividend | Jul 10, 2025 | $0.50 |
 CRM (arash007) | Pay Day | Jul 10, 2025 | $0.42 |
CRM (jaynemesis) | Pay Day | Jul 10, 2025 | $0.42 |
 INTU (jaynemesis) | Ex-Dividend | Jul 10, 2025 | $1.04 |
 AGNC (Renoi974) | Pay Day | Jul 10, 2025 | $0.12 |
BABA (JeppeKirkBonde) | Pay Day | Jul 10, 2025 | $1.05 |
BABA (MarianoPardo) | Pay Day | Jul 10, 2025 | $1.05 |
CRM (MarianoPardo) | Pay Day | Jul 10, 2025 | $0.42 |
 BBY (DividendGrowth) | Pay Day | Jul 10, 2025 | $0.95 |
INTU (Congress-Buys) | Ex-Dividend | Jul 10, 2025 | $1.04 |
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 |
 ELS (DividendGrowth) | Pay Day | Jul 11, 2025 | $0.52 |
 EPR (knw500) | Pay Day | Jul 15, 2025 | $0.30 |
 ECL (jaynemesis) | Pay Day | Jul 15, 2025 | $0.65 |
 ARR (Renoi974) | Ex-Dividend | Jul 15, 2025 | $0.24 |
 FCX (JeppeKirkBonde) | Ex-Dividend | Jul 15, 2025 | $0.15 |
 HST (JeppeKirkBonde) | Pay Day | Jul 15, 2025 | $0.20 |
 ABT (Diabetes-Med) | Ex-Dividend | Jul 15, 2025 | $0.59 |
 RSG (DividendGrowth) | Pay Day | Jul 15, 2025 | $0.58 |
ECL (Congress-Buys) | Pay Day | Jul 15, 2025 | $0.65 |
 RGLD (Santiago1000) | Pay Day | Jul 17, 2025 | $0.45 |
INTU (jaynemesis) | Pay Day | Jul 18, 2025 | $1.04 |
 CL (DividendGrowth) | Ex-Dividend | Jul 18, 2025 | $0.52 |
INTU (Congress-Buys) | Pay Day | Jul 18, 2025 | $1.04 |
 XEL (DividendGrowth) | Pay Day | Jul 20, 2025 | $0.57 |
 MKC (DividendGrowth) | Pay Day | Jul 21, 2025 | $0.45 |
 GEV (Santiago1000) | Ex-Dividend | Jul 21, 2025 | $0.25 |
 MU (arash007) | Pay Day | Jul 22, 2025 | $0.12 |
MU (JeppeKirkBonde) | Pay Day | Jul 22, 2025 | $0.12 |
MU (MarianoPardo) | Pay Day | Jul 22, 2025 | $0.12 |
MU (CPHequities) | Pay Day | Jul 22, 2025 | $0.12 |
MU (AI-Revolution) | Pay Day | Jul 22, 2025 | $0.12 |
 DIS (knw500) | Pay Day | Jul 23, 2025 | $0.50 |
 CSCO (arash007) | Pay Day | Jul 23, 2025 | $0.41 |
DIS (arash007) | Pay Day | Jul 23, 2025 | $0.50 |
 LOW (DividendGrowth) | Ex-Dividend | Jul 23, 2025 | $1.20 |
ORCL (arash007) | Pay Day | Jul 24, 2025 | $0.50 |
 PFE (Diabetes-Med) | Ex-Dividend | Jul 25, 2025 | $0.43 |
 SYY (DividendGrowth) | Pay Day | Jul 25, 2025 | $0.54 |
 GE (Santiago1000) | Pay Day | Jul 25, 2025 | $0.36 |
 III (Santiago1000) | Pay Day | Jul 25, 2025 | $0.56 |
GE (AI-Revolution) | Pay Day | Jul 25, 2025 | $0.36 |
 01211.HK (jaynemesis) | Pay Day | Jul 29, 2025 | $0.55 |
 IBE.MC (jaynemesis) | Pay Day | Jul 30, 2025 | $0.46 |
ARR (Renoi974) | Pay Day | Jul 30, 2025 | $0.24 |
 ORC (Renoi974) | Pay Day | Jul 30, 2025 | $0.12 |
IBE.MC (JeppeKirkBonde) | Pay Day | Jul 30, 2025 | $0.46 |
IBE.MC (Santiago1000) | Pay Day | Jul 30, 2025 | $0.46 |
 JPM (JeppeKirkBonde) | Pay Day | Jul 31, 2025 | $1.40 |
JPM (MarianoPardo) | Pay Day | Jul 31, 2025 | $1.40 |
 EIX (DividendGrowth) | Pay Day | Jul 31, 2025 | $0.83 |
JPM (Santiago1000) | Pay Day | Jul 31, 2025 | $1.40 |
VOD | Pay Day | Aug 1, 2025 | $0.25 |
FCX (JeppeKirkBonde) | Pay Day | Aug 1, 2025 | $0.15 |
 BMY (Diabetes-Med) | Pay Day | Aug 1, 2025 | $0.62 |
 CASY (DividendGrowth) | Ex-Dividend | Aug 1, 2025 | $0.57 |
LOW (DividendGrowth) | Pay Day | Aug 6, 2025 | $1.20 |
 AXP (knw500) | Pay Day | Aug 8, 2025 | $0.82 |
 MA (knw500) | Pay Day | Aug 8, 2025 | $0.76 |
MA (MarianoPardo) | Pay Day | Aug 8, 2025 | $0.76 |
 GD (DividendGrowth) | Pay Day | Aug 8, 2025 | $1.50 |
MA (CPHequities) | Pay Day | Aug 8, 2025 | $0.76 |
 LNG (CPHequities) | Ex-Dividend | Aug 8, 2025 | $0.50 |
 APD (DividendGrowth) | Pay Day | Aug 11, 2025 | $1.79 |
 TGT (DividendGrowth) | Ex-Dividend | Aug 13, 2025 | $1.14 |
ABT (Diabetes-Med) | Pay Day | Aug 15, 2025 | $0.59 |
 LLY (Diabetes-Med) | Ex-Dividend | Aug 15, 2025 | $1.50 |
CL (DividendGrowth) | Pay Day | Aug 15, 2025 | $0.52 |
CASY (DividendGrowth) | Pay Day | Aug 15, 2025 | $0.57 |
ACN (AI-Revolution) | Pay Day | Aug 15, 2025 | $1.48 |
LNG (CPHequities) | Pay Day | Aug 18, 2025 | $0.50 |
GEV (Santiago1000) | Pay Day | Aug 18, 2025 | $0.25 |
 MSFT (knw500) | Ex-Dividend | Aug 21, 2025 | $0.83 |
MSFT (arash007) | Ex-Dividend | Aug 21, 2025 | $0.83 |
MSFT (jaynemesis) | Ex-Dividend | Aug 21, 2025 | $0.83 |
MSFT (JeppeKirkBonde) | Ex-Dividend | Aug 21, 2025 | $0.83 |
MSFT (MarianoPardo) | Ex-Dividend | Aug 21, 2025 | $0.83 |
MSFT (DividendGrowth) | Ex-Dividend | Aug 21, 2025 | $0.83 |
MSFT (CPHequities) | Ex-Dividend | Aug 21, 2025 | $0.83 |
MSFT (Santiago1000) | Ex-Dividend | Aug 21, 2025 | $0.83 |
MSFT (AI-Revolution) | Ex-Dividend | Aug 21, 2025 | $0.83 |
 SPGI (DividendGrowth) | Ex-Dividend | Aug 26, 2025 | $0.96 |
SPGI (Congress-Buys) | Ex-Dividend | Aug 26, 2025 | $0.96 |
 MGR.ASX (AussieEconomy) | Pay Day | Aug 28, 2025 | $0.03 |
 DXS.ASX (AussieEconomy) | Pay Day | Aug 29, 2025 | $0.12 |
TGT (DividendGrowth) | Pay Day | Sep 1, 2025 | $1.14 |
LMT | Ex-Dividend | Sep 2, 2025 | $3.30 |
LMT (JeppeKirkBonde) | Ex-Dividend | Sep 2, 2025 | $3.30 |
PFE (Diabetes-Med) | Pay Day | Sep 2, 2025 | $0.43 |
LMT (DividendGrowth) | Ex-Dividend | Sep 2, 2025 | $3.30 |
 TT (jaynemesis) | Ex-Dividend | Sep 5, 2025 | $0.94 |
 APA.ASX (AussieEconomy) | Pay Day | Sep 10, 2025 | $0.20 |
LLY (Diabetes-Med) | Pay Day | Sep 10, 2025 | $1.50 |
SPGI (DividendGrowth) | Pay Day | Sep 10, 2025 | $0.96 |
SPGI (Congress-Buys) | Pay Day | Sep 10, 2025 | $0.96 |
MSFT (knw500) | Pay Day | Sep 11, 2025 | $0.83 |
MSFT (arash007) | Pay Day | Sep 11, 2025 | $0.83 |
MSFT (jaynemesis) | Pay Day | Sep 11, 2025 | $0.83 |
MSFT (JeppeKirkBonde) | Pay Day | Sep 11, 2025 | $0.83 |
MSFT (MarianoPardo) | Pay Day | Sep 11, 2025 | $0.83 |
MSFT (DividendGrowth) | Pay Day | Sep 11, 2025 | $0.83 |
MSFT (CPHequities) | Pay Day | Sep 11, 2025 | $0.83 |
MSFT (Santiago1000) | Pay Day | Sep 11, 2025 | $0.83 |
MSFT (AI-Revolution) | Pay Day | Sep 11, 2025 | $0.83 |
 GRMN (jaynemesis) | Ex-Dividend | Sep 12, 2025 | $0.90 |
 TSM (JeppeKirkBonde) | Ex-Dividend | Sep 16, 2025 | $0.82 |
TSM (CPHequities) | Ex-Dividend | Sep 16, 2025 | $0.82 |
TSM (AI-Revolution) | Ex-Dividend | Sep 16, 2025 | $0.82 |
LMT | Pay Day | Sep 26, 2025 | $3.30 |
GRMN (jaynemesis) | Pay Day | Sep 26, 2025 | $0.90 |
LMT (JeppeKirkBonde) | Pay Day | Sep 26, 2025 | $3.30 |
LMT (DividendGrowth) | Pay Day | Sep 26, 2025 | $3.30 |
TT (jaynemesis) | Pay Day | Sep 30, 2025 | $0.94 |
BTI | Ex-Dividend | Oct 3, 2025 | $0.75 |
TSM (JeppeKirkBonde) | Pay Day | Oct 9, 2025 | $0.82 |
TSM (CPHequities) | Pay Day | Oct 9, 2025 | $0.82 |
TSM (AI-Revolution) | Pay Day | Oct 9, 2025 | $0.82 |
BTI | Pay Day | Nov 13, 2025 | $0.75 |
INDA | Pay Day | Dec 20, 2025 | $0.00 |
INDA (JeppeKirkBonde) | Pay Day | Dec 20, 2025 | $0.00 |
INDA (CPHequities) | Pay Day | Dec 20, 2025 | $0.00 |
BLOK | Pay Day | Dec 31, 2025 | $0.00 |
BLOK (Santiago1000) | Pay Day | Dec 31, 2025 | $0.00 |
Performance Metrics
Score 2.9/10
Beta
1
1
0
0.8
1.2
0
2
Sharpe Ratio
0.17
0.17
0
0.5
1
1.5
1.5
Sortino Ratio
0.25
0.25
0
1
2
3
3
Jensen's Alpha
-7.18
-7.18
-8
0
2
4.5
4.5
Omega Ratio
0.63
0.63
0
1
1.5
2.5
2.5
Treynor Ratio
0.33
0.33
0
0.75
1.25
2
2
Information Ratio
-0.51
-0.51
-1
0.3
0.6
1
1
Calmar Ratio
0.1
0.1
0
0.3
0.6
1
1
Beta
1
1
0
0.8
1.2
0
2
Sharpe Ratio
0.17
0.17
0
0.5
1
1.5
1.5
Sortino Ratio
0.25
0.25
0
1
2
3
3
Jensen's Alpha
-7.18
-7.18
-8
0
2
4.5
4.5
Omega Ratio
0.63
0.63
0
1
1.5
2.5
2.5
Treynor Ratio
0.33
0.33
0
0.75
1.25
2
2
Information Ratio
-0.51
-0.51
-1
0.3
0.6
1
1
Calmar Ratio
0.1
0.1
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
15.73
High:
DOW
72.63DOWLow:
LAC
-13,700LACDetails
PEG Ratio
636.36
High:
KO
10,032.11KOLow:LAC
-19,179.99LACDetails
Price/Book
2.29
High:LAC
1,026.22LACLow:
VOD
0.48VODDetails
Price/Sales
1.91
High:
RGTI
438.15RGTILow:LAC
-LACDetails
Price/CF
12.9
High:KO
282.33KOLow:
2318.HK
0.812318.HKDetails
Price/FCF
28.8
High:
PEP
5,253.35PEPLow:2318.HK
0.872318.HKDetails
P/E Ratio
15.73
High:DOW
72.63DOWLow:LAC
-13,700LACDetails
PEG Ratio
636.36
High:KO
10,032.11KOLow:LAC
-19,179.99LACDetails
Price/Book
2.29
High:LAC
1,026.22LACLow:VOD
0.48VODDetails
Price/Sales
1.91
High:RGTI
438.15RGTILow:LAC
-LACDetails
Price/CF
12.9
High:KO
282.33KOLow:2318.HK
0.812318.HKDetails
Price/FCF
28.8
High:PEP
5,253.35PEPLow:2318.HK
0.872318.HKDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-38.57% | Nov 2021 | - | 45 |
-24.62% | Sep 2019 | Aug 2020 | 11 |
-7.1% | May 2021 | Oct 2021 | 5 |
-4.02% | Sep 2020 | Nov 2020 | 2 |