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-0.15%
This Month
+26.32%
Year To Date
+35.07%
2 Years
+65.61%
5 Years
+60.33%
10 Years
+9.9%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading41.25%
- 💰 Finance14.71%
- 🖥️ Technology Services10.3%
- 📊 ETFs6.82%
- 🍞 Consumer Non Durables5.05%
- 🪨 Non Energy Minerals4.92%
- ⚡ Utilities2.97%
- 💇♀️ Consumer Services2.16%
- 💼 Commercial Services2.12%
- 🛍️ Retail Trade2.02%
- 🚚 Transportation1.52%
- 🧩 Miscellaneous1.21%
- 🧬 Health Technology1.17%
- 💵 Cash0.83%
- 🏭 Industrial Services0.69%
- 📡 Communications0.64%
- ⛏️ Energy Minerals0.41%
- 🚗 Consumer Durables0.3%
- 🧪 Process Industries0.19%
- 🪙 Cryptocurrencies0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE31.59%
- 🇺🇸 Nasdaq30.32%
- 🌍 Digital Currency13.23%
- 🇬🇧 LSE7.73%
- 🇩🇪 FRA3.4%
- 🇪🇸 Bolsa De Madrid3.14%
- 🇫🇷 Euronext Paris2.53%
- 🇩🇪 Xetra ETFs1.44%
- 🇳🇴 Oslo Stock Exchange1.17%
- 🇭🇰 Hong Kong Exchanges0.15%
- 🇳🇱 Euronext Amsterdam0.13%
- 🇮🇹 Borsa Italiana0.09%
- 🇺🇸 Chicago Board Options Exchange0.06%
- 🇨🇭 SIX0.03%
- 🇸🇪 Stockholm Stock Exchange0.02%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States43.05%
- 🇬🇧 United Kingdom6.6%
- 🇩🇪 Germany3.4%
- 🇪🇸 Spain3.14%
- 🇫🇷 France2.53%
- 🇨🇳 China1.64%
- 🇳🇴 Norway1.17%
- 🇦🇺 Australia0.96%
- 🇨🇭 Switzerland0.54%
- 🇸🇬 Singapore0.28%
- 🇺🇾 Uruguay0.25%
- 🇹🇼 Taiwan0.19%
- 🇳🇱 Netherlands0.13%
- 🇱🇺 Luxembourg0.1%
- 🇮🇹 Italy0.09%
- 🇮🇪 Ireland0.07%
- 🇭🇰 Hong Kong0.05%
- 🇨🇦 Canada0.05%
- 🇮🇱 Israel0.03%
- 🇯🇵 Japan0.03%
- 🇸🇪 Sweden0.02%
Dividends
Dividend Yield
2.06%
39 out of 65 instruments pay dividend.
40 dividend payments in the next 30 days.
Highest Dividend: $PSEC (25.26%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 AGNC | 0.46% | 13.97% | $1.44 |
 RIO.L | 0.21% | 6.06% | $3.41 |
 PSEC | 0.19% | 25.26% | $0.72 |
 ENG.MC | 0.18% | 6.16% | $1.41 |
 LTC.US | 0.14% | 6.23% | $2.28 |
 NLY | 0.1% | 12.26% | $2.6 |
 petelu | 0.09% | 2.22% | - |
 SW.PA | 0.08% | 5.05% | $3.1 |
 Marirs | 0.06% | 1.38% | - |
 STAG | 0.05% | 4.03% | $1.47 |
 BOSS.DE | 0.05% | 3.33% | $1.35 |
 BHP | 0.04% | 4% | $3.01 |
 LUV | 0.04% | 2.32% | $0.72 |
 CVS | 0.03% | 3.62% | $2.54 |
 FRT | 0.03% | 4.33% | $4.36 |
 DG.PA | 0.03% | 4.11% | $4.5 |
 VZ | 0.03% | 6.13% | $2.66 |
 FuturePayments | 0.03% | 0.56% | - |
 fparramartinez | 0.02% | 0.49% | - |
 SOXL | 0.02% | 1.07% | - |
 ADS.DE | 0.02% | 1.14% | $0.7 |
 techiemetal | 0.02% | 0.37% | - |
 RenewableEnergy | 0.02% | 1.46% | - |
 CL | 0.02% | 2.4% | $1.96 |
 HUM | 0.01% | 1.15% | $3.54 |
 BitcoinWorldWide | 0.01% | 0.71% | - |
 LKQ | 0.01% | 3.73% | $1.18 |
 KBR | 0.01% | 1.31% | $0.57 |
 AI-Revolution | 0.01% | 0.22% | - |
 NKE | 0.01% | 2.17% | $1.45 |
 OXY | 0.01% | 2.07% | $0.8 |
 NFE | 0.01% | 8.2% | $0.4 |
 QQQJ | 0.01% | 0.67% | - |
 MKTX | 0.01% | 1.62% | $2.92 |
 JonathanThe | 0.01% | 0.19% | - |
 QQQ | 0% | 0.51% | - |
 BABA | 0% | 0.76% | $0.98 |
 DIS | 0% | 0.85% | $0.75 |
 MGPI | 0% | 1.66% | $0.48 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 GOOG (Marirs) | Ex-Dividend | Sep 8, 2025 | $0.21 |
 GOOGL (AI-Revolution) | Ex-Dividend | Sep 8, 2025 | $0.21 |
GOOG (JonathanThe) | Ex-Dividend | Sep 8, 2025 | $0.21 |
 PEG (RenewableEnergy) | Ex-Dividend | Sep 9, 2025 | $0.63 |
 CME (BitcoinWorldWide) | Ex-Dividend | Sep 9, 2025 | $1.25 |
AGNC | Pay Day | Sep 10, 2025 | $0.12 |
OXY | Ex-Dividend | Sep 10, 2025 | $0.24 |
 AEP (RenewableEnergy) | Pay Day | Sep 10, 2025 | $0.93 |
 FIS (FuturePayments) | Ex-Dividend | Sep 10, 2025 | $0.40 |
 LLY (petelu) | Pay Day | Sep 10, 2025 | $1.50 |
FIS (BitcoinWorldWide) | Ex-Dividend | Sep 10, 2025 | $0.40 |
 MSFT (AI-Revolution) | Pay Day | Sep 11, 2025 | $0.83 |
 NVDA (AI-Revolution) | Ex-Dividend | Sep 11, 2025 | $0.01 |
MSFT (JonathanThe) | Pay Day | Sep 11, 2025 | $0.83 |
NVDA (BitcoinWorldWide) | Ex-Dividend | Sep 11, 2025 | $0.01 |
 GPN (FuturePayments) | Ex-Dividend | Sep 12, 2025 | $0.25 |
 BFH (FuturePayments) | Pay Day | Sep 12, 2025 | $0.21 |
 IBKR (BitcoinWorldWide) | Pay Day | Sep 12, 2025 | $0.08 |
KBR | Ex-Dividend | Sep 15, 2025 | $0.16 |
 EXC (RenewableEnergy) | Pay Day | Sep 15, 2025 | $0.40 |
 NEE (RenewableEnergy) | Pay Day | Sep 15, 2025 | $0.57 |
 ED (RenewableEnergy) | Pay Day | Sep 15, 2025 | $0.85 |
GOOG (Marirs) | Pay Day | Sep 15, 2025 | $0.21 |
 UNH (Marirs) | Ex-Dividend | Sep 15, 2025 | $2.21 |
GOOGL (AI-Revolution) | Pay Day | Sep 15, 2025 | $0.21 |
 B (techiemetal) | Pay Day | Sep 15, 2025 | $0.15 |
GOOG (JonathanThe) | Pay Day | Sep 15, 2025 | $0.21 |
 KO (JonathanThe) | Ex-Dividend | Sep 15, 2025 | $0.51 |
 DUK (RenewableEnergy) | Pay Day | Sep 16, 2025 | $1.06 |
 WU (FuturePayments) | Ex-Dividend | Sep 16, 2025 | $0.24 |
 TSM (AI-Revolution) | Ex-Dividend | Sep 16, 2025 | $0.82 |
TSM (BitcoinWorldWide) | Ex-Dividend | Sep 16, 2025 | $0.82 |
 SSE.L (RenewableEnergy) | Pay Day | Sep 18, 2025 | $0.58 |
 WKL.NV (BitcoinWorldWide) | Pay Day | Sep 18, 2025 | $1.08 |
 VST (RenewableEnergy) | Ex-Dividend | Sep 19, 2025 | $0.23 |
VST (fparramartinez) | Ex-Dividend | Sep 19, 2025 | $0.23 |
 LYG (BitcoinWorldWide) | Pay Day | Sep 19, 2025 | $0.07 |
 AVGO (AI-Revolution) | Ex-Dividend | Sep 22, 2025 | $0.59 |
UNH (Marirs) | Pay Day | Sep 23, 2025 | $2.21 |
 BLK (BitcoinWorldWide) | Pay Day | Sep 23, 2025 | $5.21 |
LUV | Pay Day | Sep 24, 2025 | $0.18 |
FIS (FuturePayments) | Pay Day | Sep 24, 2025 | $0.40 |
FIS (BitcoinWorldWide) | Pay Day | Sep 24, 2025 | $0.40 |
RIO.L | Pay Day | Sep 25, 2025 | $1.48 |
BHP | Pay Day | Sep 25, 2025 | $1.20 |
 QCOM (JonathanThe) | Pay Day | Sep 25, 2025 | $0.89 |
CME (BitcoinWorldWide) | Pay Day | Sep 25, 2025 | $1.25 |
HUM | Ex-Dividend | Sep 26, 2025 | $0.88 |
PSEC | Ex-Dividend | Sep 26, 2025 | $0.04 |
GPN (FuturePayments) | Pay Day | Sep 26, 2025 | $0.25 |
 JKHY (FuturePayments) | Pay Day | Sep 26, 2025 | $0.58 |
 GS (BitcoinWorldWide) | Pay Day | Sep 29, 2025 | $4.00 |
STAG | Ex-Dividend | Sep 30, 2025 | $0.12 |
PEG (RenewableEnergy) | Pay Day | Sep 30, 2025 | $0.63 |
VST (RenewableEnergy) | Pay Day | Sep 30, 2025 | $0.23 |
VST (fparramartinez) | Pay Day | Sep 30, 2025 | $0.23 |
 DBRG (fparramartinez) | Ex-Dividend | Sep 30, 2025 | $0.01 |
WU (FuturePayments) | Pay Day | Sep 30, 2025 | $0.24 |
AVGO (AI-Revolution) | Pay Day | Sep 30, 2025 | $0.59 |
 WTW (BitcoinWorldWide) | Ex-Dividend | Sep 30, 2025 | $0.92 |
NKE | Pay Day | Oct 1, 2025 | $0.40 |
FRT | Ex-Dividend | Oct 1, 2025 | $1.13 |
KO (JonathanThe) | Pay Day | Oct 1, 2025 | $0.51 |
 NTRS (BitcoinWorldWide) | Pay Day | Oct 1, 2025 | $0.80 |
NVDA (AI-Revolution) | Pay Day | Oct 2, 2025 | $0.01 |
NVDA (BitcoinWorldWide) | Pay Day | Oct 2, 2025 | $0.01 |
TSM (AI-Revolution) | Pay Day | Oct 9, 2025 | $0.82 |
TSM (BitcoinWorldWide) | Pay Day | Oct 9, 2025 | $0.82 |
 0968.HK (RenewableEnergy) | Pay Day | Oct 10, 2025 | $0.00 |
DG.PA | Ex-Dividend | Oct 14, 2025 | $1.21 |
KBR | Pay Day | Oct 15, 2025 | $0.16 |
OXY | Pay Day | Oct 15, 2025 | $0.24 |
STAG | Pay Day | Oct 15, 2025 | $0.12 |
FRT | Pay Day | Oct 15, 2025 | $1.13 |
DBRG (fparramartinez) | Pay Day | Oct 15, 2025 | $0.01 |
WTW (BitcoinWorldWide) | Pay Day | Oct 15, 2025 | $0.92 |
DG.PA | Pay Day | Oct 16, 2025 | $1.21 |
PSEC | Pay Day | Oct 22, 2025 | $0.04 |
 TELIA.ST (JonathanThe) | Ex-Dividend | Oct 29, 2025 | $0.05 |
HUM | Pay Day | Oct 31, 2025 | $0.88 |
TELIA.ST (JonathanThe) | Pay Day | Nov 4, 2025 | $0.05 |
 SMH (fparramartinez) | Pay Day | Dec 24, 2025 | $0.00 |
 GDX (techiemetal) | Pay Day | Dec 24, 2025 | $0.00 |
 GDXJ (techiemetal) | Pay Day | Dec 24, 2025 | $0.00 |
Performance Metrics
Score 3.6/10
Beta
1.06
1.06
0
0.8
1.2
0
2
Sharpe Ratio
0.39
0.39
0
0.5
1
1.5
1.5
Sortino Ratio
0.66
0.66
0
1
2
3
3
Jensen's Alpha
-4.79
-4.79
-5
0
2
4.5
4.5
Omega Ratio
0.8
0.8
0
1
1.5
2.5
2.5
Treynor Ratio
0.7
0.7
0
0.75
1.25
2
2
Information Ratio
-0.27
-0.27
-1
0.3
0.6
1
1
Calmar Ratio
0.26
0.26
0
0.3
0.6
1
1
Beta
1.06
1.06
0
0.8
1.2
0
2
Sharpe Ratio
0.39
0.39
0
0.5
1
1.5
1.5
Sortino Ratio
0.66
0.66
0
1
2
3
3
Jensen's Alpha
-4.79
-4.79
-5
0
2
4.5
4.5
Omega Ratio
0.8
0.8
0
1
1.5
2.5
2.5
Treynor Ratio
0.7
0.7
0
0.75
1.25
2
2
Information Ratio
-0.27
-0.27
-1
0.3
0.6
1
1
Calmar Ratio
0.26
0.26
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
20.42
High:
DXCM
56.54DXCMLow:
MGPI
-92.34MGPIDetails
PEG Ratio
74.08
High:
CL
663.21CLLow:
SPT
-56.91SPTDetails
Price/Book
2.88
High:CL
96.33CLLow:
LUMN
-8.58LUMNDetails
Price/Sales
2.33
High:
FROG
11.75FROGLow:
AVXL
-AVXLDetails
Price/CF
15.99
High:
BRK.B
38.23BRK.BLow:LUMN
0.99LUMNDetails
Price/FCF
50.27
High:
PSEC
190.36PSECLow:
HTZ
0.31HTZDetails
P/E Ratio
20.42
High:DXCM
56.54DXCMLow:MGPI
-92.34MGPIDetails
PEG Ratio
74.08
High:CL
663.21CLLow:SPT
-56.91SPTDetails
Price/Book
2.88
High:CL
96.33CLLow:LUMN
-8.58LUMNDetails
Price/Sales
2.33
High:FROG
11.75FROGLow:AVXL
-AVXLDetails
Price/CF
15.99
High:BRK.B
38.23BRK.BLow:LUMN
0.99LUMNDetails
Price/FCF
50.27
High:PSEC
190.36PSECLow:HTZ
0.31HTZDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-36.45% | May 2021 | - | 53 |
-4.27% | Sep 2020 | Oct 2020 | 1 |