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+0.96%
Today
+4.24%
This Month
+7.01%
Year To Date
-17.57%
2 Years
+3.68%
5 Years
+0.75%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs48.66%
- 🛠️ Producer Manufacturing24.76%
- 👥 Copy Trading15.26%
- 💵 Cash7.5%
- 🪨 Non Energy Minerals2.42%
- ⛏️ Energy Minerals1.88%
- 🧬 Health Technology0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE80.19%
- 🌍 Digital Currency5.76%
- 🇺🇸 Nasdaq4.6%
- 🇦🇺 Sydney2.42%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States35.9%
- 🇦🇺 Australia2.42%
- 🇨🇭 Switzerland0.24%
Dividends
Dividend Yield
0.72%
5 out of 11 instruments pay dividend.
7 dividend payments in the next 30 days.
Highest Dividend: $FANG (3.81%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 URA | 0.45% | 2.39% | - |
 DC-Insider | 0.14% | 2.41% | - |
 FANG | 0.07% | 3.81% | $9.26 |
 FIW.US | 0.03% | 0.71% | - |
 Congress-Buys | 0.03% | 0.6% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 INTU (Congress-Buys) | Pay Day | Jul 18, 2025 | $1.04 |
 CMCSA (DC-Insider) | Pay Day | Jul 23, 2025 | $0.33 |
 ORCL (DC-Insider) | Pay Day | Jul 24, 2025 | $0.50 |
 PFE (DC-Insider) | Ex-Dividend | Jul 25, 2025 | $0.43 |
 SYY (DC-Insider) | Pay Day | Jul 25, 2025 | $0.54 |
 T (DC-Insider) | Pay Day | Aug 1, 2025 | $0.28 |
 AXP (DC-Insider) | Pay Day | Aug 8, 2025 | $0.82 |
 ABT (DC-Insider) | Pay Day | Aug 15, 2025 | $0.59 |
 MSFT (DC-Insider) | Ex-Dividend | Aug 21, 2025 | $0.83 |
 SPGI (Congress-Buys) | Ex-Dividend | Aug 26, 2025 | $0.96 |
SPGI (DC-Insider) | Ex-Dividend | Aug 26, 2025 | $0.96 |
PFE (DC-Insider) | Pay Day | Sep 2, 2025 | $0.43 |
 LMT (DC-Insider) | Ex-Dividend | Sep 2, 2025 | $3.30 |
SPGI (Congress-Buys) | Pay Day | Sep 10, 2025 | $0.96 |
SPGI (DC-Insider) | Pay Day | Sep 10, 2025 | $0.96 |
MSFT (DC-Insider) | Pay Day | Sep 11, 2025 | $0.83 |
 GRMN (DC-Insider) | Ex-Dividend | Sep 12, 2025 | $0.90 |
LMT (DC-Insider) | Pay Day | Sep 26, 2025 | $3.30 |
GRMN (DC-Insider) | Pay Day | Sep 26, 2025 | $0.90 |
Performance Metrics
Score 2.5/10
Beta
1.1
1.1
0
0.8
1.2
0
2
Sharpe Ratio
0.02
0.02
0
0.5
1
1.5
1.5
Sortino Ratio
0.03
0.03
0
1
2
3
3
Jensen's Alpha
-10.32
-10.32
-11
0
2
4.5
4.5
Omega Ratio
0.71
0.71
0
1
1.5
2.5
2.5
Treynor Ratio
0.04
0.04
0
0.75
1.25
2
2
Information Ratio
-0.49
-0.49
-1
0.3
0.6
1
1
Calmar Ratio
0
0
-1
0.3
0.6
1
1
Beta
1.1
1.1
0
0.8
1.2
0
2
Sharpe Ratio
0.02
0.02
0
0.5
1
1.5
1.5
Sortino Ratio
0.03
0.03
0
1
2
3
3
Jensen's Alpha
-10.32
-10.32
-11
0
2
4.5
4.5
Omega Ratio
0.71
0.71
0
1
1.5
2.5
2.5
Treynor Ratio
0.04
0.04
0
0.75
1.25
2
2
Information Ratio
-0.49
-0.49
-1
0.3
0.6
1
1
Calmar Ratio
0
0
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
51.18
High:
LYC.ASX
184.01LYC.ASXLow:
SMR
-31.44SMRDetails
PEG Ratio
0
High:
ATHXQ
-ATHXQLow:ATHXQ
-ATHXQDetails
Price/Book
2.45
High:SMR
8.12SMRLow:ATHXQ
-ATHXQDetails
Price/Sales
8.78
High:SMR
111.93SMRLow:ATHXQ
0ATHXQDetails
Price/CF
7.29
High:LYC.ASX
59.26LYC.ASXLow:
FANG
6.23FANGDetails
Price/FCF
16.09
High:LYC.ASX
17.23LYC.ASXLow:FANG
15.89FANGDetails
P/E Ratio
51.18
High:LYC.ASX
184.01LYC.ASXLow:SMR
-31.44SMRDetails
PEG Ratio
0
High:ATHXQ
-ATHXQLow:ATHXQ
-ATHXQDetails
Price/Book
2.45
High:SMR
8.12SMRLow:ATHXQ
-ATHXQDetails
Price/Sales
8.78
High:SMR
111.93SMRLow:ATHXQ
0ATHXQDetails
Price/CF
7.29
High:LYC.ASX
59.26LYC.ASXLow:FANG
6.23FANGDetails
Price/FCF
16.09
High:LYC.ASX
17.23LYC.ASXLow:FANG
15.89FANGDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-42.24% | Nov 2021 | - | 45 |
-13.92% | Feb 2021 | Oct 2021 | 8 |