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+14.55%
This Month
+5.42%
Year To Date
+188.88%
2 Years
-98.38%
5 Years
-98.38%
10 Years
-68.37%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪨 Non Energy Minerals28.49%
- 👥 Copy Trading22.5%
- 🚗 Consumer Durables18%
- 💵 Cash13.91%
- 📊 ETFs12.83%
- ❓ Other2.46%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE62.11%
- 🇺🇸 Nasdaq15.2%
- 🇬🇧 LSE1.75%
- 🌍 Digital Currency1.17%
- 🇭🇰 Hong Kong Exchanges0.65%
- 🇩🇰 Copenhagen Stock Exchange0.22%
- 🇺🇸 Chicago Board Options Exchange0.11%
- 🇳🇱 Euronext Amsterdam0.05%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States32.92%
- 🇨🇦 Canada28.63%
- 🇨🇳 China0.88%
- 🇮🇱 Israel0.81%
- 🇱🇺 Luxembourg0.57%
- 🇩🇰 Denmark0.22%
- 🇰🇷 South Korea0.18%
- 🇬🇧 United Kingdom0.13%
- 🇮🇪 Ireland0.11%
- 🇨🇭 Switzerland0.07%
- 🇸🇪 Sweden0.05%
- 🇳🇱 Netherlands0.05%
Dividends
Dividend Yield
1.1%
4 out of 7 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $WHR (7.77%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 WHR | 0.58% | 7.77% | $7 |
 SWK | 0.47% | 4.43% | $3.24 |
 JustinC2 | 0.04% | 0.48% | - |
 Gr33nTrader | 0.02% | 0.13% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 CRM (JustinC2) | Pay Day | Apr 23, 2026 | $0.44 |
 UBS (JustinC2) | Pay Day | Apr 23, 2026 | $1.10 |
 ORCL (Gr33nTrader) | Pay Day | Apr 24, 2026 | $0.50 |
 UMG.NV (JustinC2) | Ex-Dividend | May 20, 2026 | $0.32 |
 MSFT (Gr33nTrader) | Ex-Dividend | May 21, 2026 | $0.91 |
MSFT (JustinC2) | Ex-Dividend | May 21, 2026 | $0.91 |
 ZTS (JustinC2) | Pay Day | Jun 2, 2026 | $0.53 |
MSFT (Gr33nTrader) | Pay Day | Jun 11, 2026 | $0.91 |
MSFT (JustinC2) | Pay Day | Jun 11, 2026 | $0.91 |
UMG.NV (JustinC2) | Pay Day | Jun 12, 2026 | $0.32 |
Performance Metrics
Score 2.2/10
Beta
1.13
1.13
0
0.8
1.2
0
2
Sharpe Ratio
-0.59
-0.59
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.73
-0.73
-1
1
2
3
3
Jensen's Alpha
-47.21
-47.21
-48
0
2
4.5
4.5
Omega Ratio
0.55
0.55
0
1
1.5
2.5
2.5
Treynor Ratio
-4.02
-4.02
-5
0.75
1.25
2
2
Information Ratio
-0.67
-0.67
-1
0.3
0.6
1
1
Calmar Ratio
-0.66
-0.66
-1
0.3
0.6
1
1
Beta
1.13
1.13
0
0.8
1.2
0
2
Sharpe Ratio
-0.59
-0.59
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.73
-0.73
-1
1
2
3
3
Jensen's Alpha
-47.21
-47.21
-48
0
2
4.5
4.5
Omega Ratio
0.55
0.55
0
1
1.5
2.5
2.5
Treynor Ratio
-4.02
-4.02
-5
0.75
1.25
2
2
Information Ratio
-0.67
-0.67
-1
0.3
0.6
1
1
Calmar Ratio
-0.66
-0.66
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
128.65
High:SWK
28.39SWKLow:
LAC
-7.81LACDetails
PEG Ratio
43.97
High:SWK
71.32SWKLow:WHR
5.13WHRDetails
Price/Book
1.3
High:LAC
1.44LACLow:WHR
1.17WHRDetails
Price/Sales
0.51
High:SWK
0.76SWKLow:LAC
-LACDetails
Price/CF
11.21
High:SWK
11.98SWKLow:WHR
8.69WHRDetails
Price/FCF
49.62
High:SWK
62.11SWKLow:WHR
26.06WHRDetails
P/E Ratio
128.65
High:SWK
28.39SWKLow:LAC
-7.81LACDetails
PEG Ratio
43.97
High:SWK
71.32SWKLow:WHR
5.13WHRDetails
Price/Book
1.3
High:LAC
1.44LACLow:WHR
1.17WHRDetails
Price/Sales
0.51
High:SWK
0.76SWKLow:LAC
-LACDetails
Price/CF
11.21
High:SWK
11.98SWKLow:WHR
8.69WHRDetails
Price/FCF
49.62
High:SWK
62.11SWKLow:WHR
26.06WHRDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-99.69% | Jun 2022 | - | 47 |