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+6.33%
This Month
+16.51%
Year To Date
+47.84%
2 Years
+27.14%
5 Years
+25.47%
10 Years
+4.09%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading90.42%
- 💻 Electronic Technology3.07%
- 🖥️ Technology Services2.01%
- 🚚 Transportation1.58%
- 🛍️ Retail Trade1.45%
- 🚗 Consumer Durables1.34%
- 💵 Cash0.13%
- 🪙 Cryptocurrencies0.02%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq59.83%
- 🇺🇸 NYSE33.52%
- 🌍 Digital Currency4.03%
- 🇩🇪 FRA1.58%
- Regular Trading Hours - RTH0.28%
- 🇺🇸 OTC Markets Stock Exchange0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States79.51%
- 🇹🇼 Taiwan5.2%
- 🇨🇳 China4.38%
- 🇳🇱 Netherlands2.08%
- 🇩🇪 Germany1.58%
- 🇨🇦 Canada1.13%
- 🇬🇧 United Kingdom0.46%
- 🇮🇱 Israel0.31%
- 🇮🇪 Ireland0.29%
Dividends
Dividend Yield
0.61%
5 out of 13 instruments pay dividend.
11 dividend payments in the next 30 days.
Highest Dividend: $LHA.DE (4.04%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 DividendGrowth | 0.34% | 2.3% | - |
 AI-Revolution | 0.17% | 0.3% | - |
 LHA.DE | 0.06% | 4.04% | $0.3 |
 TSM | 0.02% | 0.66% | $1.74 |
 CyberSecurity | 0.01% | 0.1% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 BRO (DividendGrowth) | Ex-Dividend | May 11, 2026 | $0.17 |
 TGT (DividendGrowth) | Ex-Dividend | May 13, 2026 | $1.14 |
 ATEN (CyberSecurity) | Ex-Dividend | May 15, 2026 | $0.06 |
 PG (DividendGrowth) | Pay Day | May 15, 2026 | $1.09 |
 ACN (DividendGrowth) | Pay Day | May 15, 2026 | $1.63 |
 KR (DividendGrowth) | Ex-Dividend | May 15, 2026 | $0.35 |
 CASY (DividendGrowth) | Pay Day | May 15, 2026 | $0.57 |
 CHD (DividendGrowth) | Ex-Dividend | May 15, 2026 | $0.31 |
 TXN (AI-Revolution) | Pay Day | May 19, 2026 | $1.42 |
 CVX.US (DividendGrowth) | Ex-Dividend | May 19, 2026 | $1.78 |
TXN (DividendGrowth) | Pay Day | May 19, 2026 | $1.42 |
BRO (DividendGrowth) | Pay Day | May 20, 2026 | $0.17 |
 MSFT (AI-Revolution) | Ex-Dividend | May 21, 2026 | $0.91 |
 AMAT (AI-Revolution) | Ex-Dividend | May 21, 2026 | $0.53 |
MSFT (DividendGrowth) | Ex-Dividend | May 21, 2026 | $0.91 |
 SHW (DividendGrowth) | Ex-Dividend | May 22, 2026 | $0.80 |
 JNJ (DividendGrowth) | Ex-Dividend | May 26, 2026 | $1.34 |
 FDS (DividendGrowth) | Ex-Dividend | May 29, 2026 | $1.16 |
ATEN (CyberSecurity) | Pay Day | Jun 1, 2026 | $0.06 |
 NKE (DividendGrowth) | Ex-Dividend | Jun 1, 2026 | $0.41 |
TGT (DividendGrowth) | Pay Day | Jun 1, 2026 | $1.14 |
KR (DividendGrowth) | Pay Day | Jun 1, 2026 | $0.35 |
CHD (DividendGrowth) | Pay Day | Jun 1, 2026 | $0.31 |
 QCOM (DividendGrowth) | Ex-Dividend | Jun 4, 2026 | $0.92 |
 LIN (DividendGrowth) | Ex-Dividend | Jun 4, 2026 | $1.60 |
 PEP (DividendGrowth) | Ex-Dividend | Jun 5, 2026 | $1.48 |
SHW (DividendGrowth) | Pay Day | Jun 5, 2026 | $0.80 |
 LHX (DividendGrowth) | Ex-Dividend | Jun 5, 2026 | $1.25 |
 GOOGL (AI-Revolution) | Ex-Dividend | Jun 8, 2026 | $0.22 |
JNJ (DividendGrowth) | Pay Day | Jun 9, 2026 | $1.34 |
CVX.US (DividendGrowth) | Pay Day | Jun 10, 2026 | $1.78 |
TSM | Ex-Dividend | Jun 11, 2026 | $0.95 |
MSFT (AI-Revolution) | Pay Day | Jun 11, 2026 | $0.91 |
AMAT (AI-Revolution) | Pay Day | Jun 11, 2026 | $0.53 |
TSM (AI-Revolution) | Ex-Dividend | Jun 11, 2026 | $0.95 |
MSFT (DividendGrowth) | Pay Day | Jun 11, 2026 | $0.91 |
GOOGL (AI-Revolution) | Pay Day | Jun 15, 2026 | $0.22 |
 KO (DividendGrowth) | Ex-Dividend | Jun 15, 2026 | $0.53 |
LIN (DividendGrowth) | Pay Day | Jun 18, 2026 | $1.60 |
FDS (DividendGrowth) | Pay Day | Jun 18, 2026 | $1.16 |
QCOM (DividendGrowth) | Pay Day | Jun 25, 2026 | $0.92 |
LHX (DividendGrowth) | Pay Day | Jun 26, 2026 | $1.25 |
 ELS (DividendGrowth) | Ex-Dividend | Jun 26, 2026 | $0.54 |
PEP (DividendGrowth) | Pay Day | Jun 30, 2026 | $1.48 |
KO (DividendGrowth) | Pay Day | Jul 1, 2026 | $0.53 |
NKE (DividendGrowth) | Pay Day | Jul 1, 2026 | $0.41 |
 CAH (DividendGrowth) | Ex-Dividend | Jul 1, 2026 | $0.52 |
TSM | Pay Day | Jul 9, 2026 | $0.95 |
TSM (AI-Revolution) | Pay Day | Jul 9, 2026 | $0.95 |
ELS (DividendGrowth) | Pay Day | Jul 10, 2026 | $0.54 |
CAH (DividendGrowth) | Pay Day | Jul 15, 2026 | $0.52 |
Performance Metrics
Score 2.5/10
Beta
0.91
0.91
0
0.8
1.2
0
2
Sharpe Ratio
-0.02
-0.02
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.02
-0.02
-1
1
2
3
3
Jensen's Alpha
-10.37
-10.37
-11
0
2
4.5
4.5
Omega Ratio
0.55
0.55
0
1
1.5
2.5
2.5
Treynor Ratio
-0.03
-0.03
-1
0.75
1.25
2
2
Information Ratio
-0.73
-0.73
-1
0.3
0.6
1
1
Calmar Ratio
0.01
0.01
0
0.3
0.6
1
1
Beta
0.91
0.91
0
0.8
1.2
0
2
Sharpe Ratio
-0.02
-0.02
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.02
-0.02
-1
1
2
3
3
Jensen's Alpha
-10.37
-10.37
-11
0
2
4.5
4.5
Omega Ratio
0.55
0.55
0
1
1.5
2.5
2.5
Treynor Ratio
-0.03
-0.03
-1
0.75
1.25
2
2
Information Ratio
-0.73
-0.73
-1
0.3
0.6
1
1
Calmar Ratio
0.01
0.01
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
39.75
High:TSM
36.99TSMLow:
TTWO
-9.92TTWODetails
PEG Ratio
37.13
High:TSM
71.75TSMLow:
NIO
-16.73NIODetails
Price/Book
11.32
High:NIO
24.53NIOLow:
DMKPQ
-DMKPQDetails
Price/Sales
12.49
High:TSM
15.4TSMLow:DMKPQ
-DMKPQDetails
Price/CF
21.85
High:TTWO
70.92TTWOLow:LHA.DE
2.7LHA.DEDetails
Price/FCF
86.49
High:LHA.DE
186.6LHA.DELow:
GME
23.67GMEDetails
P/E Ratio
39.75
High:TSM
36.99TSMLow:TTWO
-9.92TTWODetails
PEG Ratio
37.13
High:TSM
71.75TSMLow:NIO
-16.73NIODetails
Price/Book
11.32
High:NIO
24.53NIOLow:DMKPQ
-DMKPQDetails
Price/Sales
12.49
High:TSM
15.4TSMLow:DMKPQ
-DMKPQDetails
Price/CF
21.85
High:TTWO
70.92TTWOLow:LHA.DE
2.7LHA.DEDetails
Price/FCF
86.49
High:LHA.DE
186.6LHA.DELow:GME
23.67GMEDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-48.33% | Feb 2021 | May 2026 | 63 |
-7.97% | Sep 2020 | Dec 2020 | 3 |