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+6.44%
This Month
+12.79%
Year To Date
+60.5%
2 Years
+5.66%
5 Years
+371.81%
10 Years
+31.49%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs35.25%
- 💻 Electronic Technology27.32%
- 🚗 Consumer Durables10.9%
- 🖥️ Technology Services10.81%
- 👥 Copy Trading10.48%
- 🪙 Cryptocurrencies2.96%
- 🍞 Consumer Non Durables0.83%
- 🧬 Health Technology0.62%
- ⚡ Utilities0.38%
- 💰 Finance0.24%
- 💇♀️ Consumer Services0.2%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq52.64%
- 🇺🇸 NYSE44.31%
- 🌍 Digital Currency2.96%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States60.83%
- 🇨🇦 Canada0.35%
- 🇬🇧 United Kingdom0.32%
- 🇮🇪 Ireland0.2%
Dividends
Dividend Yield
0.36%
13 out of 17 instruments pay dividend.
12 dividend payments in the next 30 days.
Highest Dividend: $PFE (6.69%)
Dividend Yield Breakdown
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 |
 PG | Pay Day | May 15, 2026 | $1.09 |
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 |
 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 | Ex-Dividend | May 21, 2026 | $0.91 |
MSFT (DividendGrowth) | Ex-Dividend | May 21, 2026 | $0.91 |
 SHW (DividendGrowth) | Ex-Dividend | May 22, 2026 | $0.80 |
 EVRG (DividendGrowth) | Ex-Dividend | May 22, 2026 | $0.69 |
 JNJ | Ex-Dividend | May 26, 2026 | $1.34 |
JNJ (DividendGrowth) | Ex-Dividend | May 26, 2026 | $1.34 |
 FDS (DividendGrowth) | Ex-Dividend | May 29, 2026 | $1.16 |
 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 | Ex-Dividend | Jun 5, 2026 | $1.48 |
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 |
 GOOG | Ex-Dividend | Jun 8, 2026 | $0.22 |
JNJ | Pay Day | Jun 9, 2026 | $1.34 |
JNJ (DividendGrowth) | Pay Day | Jun 9, 2026 | $1.34 |
CVX.US (DividendGrowth) | Pay Day | Jun 10, 2026 | $1.78 |
MSFT | Pay Day | Jun 11, 2026 | $0.91 |
MSFT (DividendGrowth) | Pay Day | Jun 11, 2026 | $0.91 |
 PFE | Pay Day | Jun 12, 2026 | $0.43 |
GOOG | Pay Day | Jun 15, 2026 | $0.22 |
 KO | Ex-Dividend | Jun 15, 2026 | $0.53 |
KO (DividendGrowth) | Ex-Dividend | Jun 15, 2026 | $0.53 |
LIN (DividendGrowth) | Pay Day | Jun 18, 2026 | $1.60 |
EVRG (DividendGrowth) | Pay Day | Jun 18, 2026 | $0.69 |
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 | Pay Day | Jun 30, 2026 | $1.48 |
 O | Ex-Dividend | Jun 30, 2026 | $0.02 |
PEP (DividendGrowth) | Pay Day | Jun 30, 2026 | $1.48 |
KO | Pay Day | Jul 1, 2026 | $0.53 |
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 |
 RSG (DividendGrowth) | Ex-Dividend | Jul 2, 2026 | $0.63 |
ELS (DividendGrowth) | Pay Day | Jul 10, 2026 | $0.54 |
O | Pay Day | Jul 15, 2026 | $0.02 |
CAH (DividendGrowth) | Pay Day | Jul 15, 2026 | $0.52 |
RSG (DividendGrowth) | Pay Day | Jul 15, 2026 | $0.63 |
Performance Metrics
Score 6.8/10
Beta
1
1
0
0.8
1.2
0
2
Sharpe Ratio
0.69
0.69
0
0.5
1
1.5
1.5
Sortino Ratio
1.31
1.31
0
1
2
3
3
Jensen's Alpha
16
16
-2
0
2
16
16
Omega Ratio
1.45
1.45
0
1
1.5
2.5
2.5
Treynor Ratio
2.25
2.25
0
0.75
1.25
3
3
Information Ratio
0.42
0.42
0
0.3
0.6
1
1
Calmar Ratio
0.36
0.36
0
0.3
0.6
1
1
Beta
1
1
0
0.8
1.2
0
2
Sharpe Ratio
0.69
0.69
0
0.5
1
1.5
1.5
Sortino Ratio
1.31
1.31
0
1
2
3
3
Jensen's Alpha
16
16
-2
0
2
16
16
Omega Ratio
1.45
1.45
0
1
1.5
2.5
2.5
Treynor Ratio
2.25
2.25
0
0.75
1.25
3
3
Information Ratio
0.42
0.42
0
0.3
0.6
1
1
Calmar Ratio
0.36
0.36
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
43.49
High:
TSLA
376.2TSLALow:PFE
20.3PFEDetails
PEG Ratio
125.47
High:
MCD
489.16MCDLow:
NEE
50.06NEEDetails
Price/Book
17.23
High:
NVDA
32.68NVDALow:MCD
-112.62MCDDetails
Price/Sales
16.84
High:NVDA
23.93NVDALow:PEP
2.24PEPDetails
Price/CF
32.83
High:TSLA
79.58TSLALow:
META
11.83METADetails
Price/FCF
58.36
High:NEE
2,356.18NEELow:META
34.18METADetails
P/E Ratio
43.49
High:TSLA
376.2TSLALow:PFE
20.3PFEDetails
PEG Ratio
125.47
High:MCD
489.16MCDLow:NEE
50.06NEEDetails
Price/Book
17.23
High:NVDA
32.68NVDALow:MCD
-112.62MCDDetails
Price/Sales
16.84
High:NVDA
23.93NVDALow:PEP
2.24PEPDetails
Price/CF
32.83
High:TSLA
79.58TSLALow:META
11.83METADetails
Price/FCF
58.36
High:NEE
2,356.18NEELow:META
34.18METADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-69.01% | Nov 2021 | - | 55 |
-11.63% | May 2021 | Aug 2021 | 3 |
-11.19% | Jul 2020 | Aug 2020 | 1 |
-6.8% | Sep 2021 | Oct 2021 | 1 |
-6.56% | Mar 2021 | Apr 2021 | 1 |
-4.1% | Dec 2020 | Jan 2021 | 1 |