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-0.65%
Today
+9.6%
This Month
+1.43%
Year To Date
+32.42%
2 Years
+212.13%
5 Years
+30.46%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies45.8%
- 💵 Cash25.75%
- 👥 Copy Trading23.6%
- 📊 ETFs11.32%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency45.8%
- 🇺🇸 NYSE18.68%
- 🇺🇸 Chicago Board Options Exchange11.32%
- 🇺🇸 Nasdaq4.72%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States21.45%
- 🇨🇦 Canada0.72%
- 🇬🇧 United Kingdom0.71%
- 🇮🇪 Ireland0.52%
Dividends
Dividend Yield
0.7%
2 out of 4 instruments pay dividend.
16 dividend payments in the next 30 days.
Highest Dividend: DividendGrowth (2.63%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 DividendGrowth | 0.62% | 2.63% | - |
 INDA | 0.08% | 0.74% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 TGT (DividendGrowth) | Pay Day | Jun 1, 2025 | $1.12 |
 MCD (DividendGrowth) | Ex-Dividend | Jun 2, 2025 | $1.77 |
 NKE (DividendGrowth) | Ex-Dividend | Jun 2, 2025 | $0.40 |
 LMT (DividendGrowth) | Ex-Dividend | Jun 2, 2025 | $3.30 |
 NOC (DividendGrowth) | Ex-Dividend | Jun 2, 2025 | $2.31 |
 NEE (DividendGrowth) | Ex-Dividend | Jun 2, 2025 | $0.57 |
 CHD (DividendGrowth) | Pay Day | Jun 2, 2025 | $0.30 |
 LHX (DividendGrowth) | Ex-Dividend | Jun 3, 2025 | $1.20 |
 LIN (DividendGrowth) | Ex-Dividend | Jun 4, 2025 | $1.50 |
 ADI (DividendGrowth) | Ex-Dividend | Jun 4, 2025 | $0.99 |
 PEP (DividendGrowth) | Ex-Dividend | Jun 6, 2025 | $1.42 |
 KMB (DividendGrowth) | Ex-Dividend | Jun 6, 2025 | $1.26 |
 SHW (DividendGrowth) | Pay Day | Jun 6, 2025 | $0.79 |
 BDX (DividendGrowth) | Ex-Dividend | Jun 9, 2025 | $1.04 |
 ATO (DividendGrowth) | Pay Day | Jun 9, 2025 | $0.87 |
 CVX (DividendGrowth) | Pay Day | Jun 10, 2025 | $1.71 |
 JNJ (DividendGrowth) | Pay Day | Jun 10, 2025 | $1.30 |
 SPGI (DividendGrowth) | Pay Day | Jun 11, 2025 | $0.96 |
 MSFT (DividendGrowth) | Pay Day | Jun 12, 2025 | $0.83 |
 KO (DividendGrowth) | Ex-Dividend | Jun 13, 2025 | $0.51 |
 ADP (DividendGrowth) | Ex-Dividend | Jun 13, 2025 | $1.54 |
 XEL (DividendGrowth) | Ex-Dividend | Jun 13, 2025 | $0.57 |
MCD (DividendGrowth) | Pay Day | Jun 16, 2025 | $1.77 |
NEE (DividendGrowth) | Pay Day | Jun 16, 2025 | $0.57 |
NOC (DividendGrowth) | Pay Day | Jun 18, 2025 | $2.31 |
LHX (DividendGrowth) | Pay Day | Jun 18, 2025 | $1.20 |
LIN (DividendGrowth) | Pay Day | Jun 18, 2025 | $1.50 |
ADI (DividendGrowth) | Pay Day | Jun 18, 2025 | $0.99 |
 EVRG (DividendGrowth) | Pay Day | Jun 20, 2025 | $0.67 |
LMT (DividendGrowth) | Pay Day | Jun 27, 2025 | $3.30 |
 ELS (DividendGrowth) | Ex-Dividend | Jun 27, 2025 | $0.52 |
PEP (DividendGrowth) | Pay Day | Jun 30, 2025 | $1.42 |
BDX (DividendGrowth) | Pay Day | Jun 30, 2025 | $1.04 |
 ES (DividendGrowth) | Pay Day | Jun 30, 2025 | $0.75 |
KO (DividendGrowth) | Pay Day | Jul 1, 2025 | $0.51 |
NKE (DividendGrowth) | Pay Day | Jul 1, 2025 | $0.40 |
ADP (DividendGrowth) | Pay Day | Jul 1, 2025 | $1.54 |
 APD (DividendGrowth) | Ex-Dividend | Jul 1, 2025 | $1.79 |
KMB (DividendGrowth) | Pay Day | Jul 2, 2025 | $1.26 |
 RSG (DividendGrowth) | Ex-Dividend | Jul 2, 2025 | $0.58 |
 SYY (DividendGrowth) | Ex-Dividend | Jul 3, 2025 | $0.54 |
ELS (DividendGrowth) | Pay Day | Jul 11, 2025 | $0.52 |
RSG (DividendGrowth) | Pay Day | Jul 15, 2025 | $0.58 |
XEL (DividendGrowth) | Pay Day | Jul 20, 2025 | $0.57 |
SYY (DividendGrowth) | Pay Day | Jul 25, 2025 | $0.54 |
APD (DividendGrowth) | Pay Day | Aug 11, 2025 | $1.79 |
INDA | Pay Day | Dec 20, 2025 | $0.00 |
Performance Metrics
Score 7.1/10
Beta
1.16
1.16
0
0.8
1.2
0
2
Sharpe Ratio
0.79
0.79
0
0.5
1
1.5
1.5
Sortino Ratio
1.54
1.54
0
1
2
3
3
Jensen's Alpha
11.79
11.79
-2
0
2
12
12
Omega Ratio
1.52
1.52
0
1
1.5
2.5
2.5
Treynor Ratio
1.74
1.74
0
0.75
1.25
2
2
Information Ratio
0.57
0.57
0
0.3
0.6
1
1
Calmar Ratio
0.59
0.59
0
0.3
0.6
1
1
Beta
1.16
1.16
0
0.8
1.2
0
2
Sharpe Ratio
0.79
0.79
0
0.5
1
1.5
1.5
Sortino Ratio
1.54
1.54
0
1
2
3
3
Jensen's Alpha
11.79
11.79
-2
0
2
12
12
Omega Ratio
1.52
1.52
0
1
1.5
2.5
2.5
Treynor Ratio
1.74
1.74
0
0.75
1.25
2
2
Information Ratio
0.57
0.57
0
0.3
0.6
1
1
Calmar Ratio
0.59
0.59
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
N/A
Details
PEG Ratio
N/A
Details
Price/Book
N/A
Details
Price/Sales
N/A
Details
Price/CF
N/A
Details
Price/FCF
N/A
Details
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-42.47% | Nov 2021 | - | 43 |
-7.63% | Sep 2021 | Oct 2021 | 1 |
-5.08% | May 2021 | Jul 2021 | 2 |
-1.73% | Sep 2020 | Oct 2020 | 1 |