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-4.45%
This Month
+5.52%
Year To Date
+43.42%
2 Years
+29.54%
5 Years
+77.74%
10 Years
+8.46%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology21.94%
- 🖥️ Technology Services15.18%
- 📊 ETFs10.35%
- 🪙 Cryptocurrencies9.28%
- 💰 Finance6.96%
- 🧬 Health Technology6.02%
- ❓ Other5.69%
- 🧩 Miscellaneous4.44%
- 🚗 Consumer Durables3.58%
- ⛏️ Energy Minerals3.57%
- 💇♀️ Consumer Services2.75%
- 👥 Copy Trading2.74%
- 🛠️ Producer Manufacturing2.5%
- 💼 Commercial Services1.49%
- 🍞 Consumer Non Durables0.79%
- 🚚 Transportation0.71%
- 🪨 Non Energy Minerals0.7%
- 🛍️ Retail Trade0.62%
- 🏭 Industrial Services0.31%
- 🏥 Health Services0.17%
- 📡 Communications0.12%
- 🧪 Process Industries0.09%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq47.83%
- 🇺🇸 NYSE36.84%
- 🌍 Digital Currency9.28%
- 🇦🇪 Dubai Financial Market2.61%
- 🇪🇸 Bolsa De Madrid0.88%
- 🇬🇧 LSE0.85%
- 🇳🇴 Oslo Stock Exchange0.65%
- 🇺🇸 Chicago Board Options Exchange0.44%
- 🇩🇪 Xetra ETFs0.19%
- 🇳🇱 Euronext Amsterdam0.14%
- 🇨🇭 SIX0.03%
- 🇫🇷 Euronext Paris0.01%
- 🇩🇰 Copenhagen Stock Exchange0.01%
- 🇩🇪 FRA0%
- 🇺🇸 OTC Markets Stock Exchange0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States58.68%
- 🇳🇱 Netherlands2.06%
- 🇨🇳 China1.52%
- 🇬🇧 United Kingdom1.01%
- 🇪🇸 Spain0.88%
- 🇨🇦 Canada0.85%
- 🇳🇴 Norway0.65%
- 🇨🇭 Switzerland0.48%
- 🇮🇹 Italy0.46%
- 🇰🇾 Cayman Islands0.4%
- 🇫🇮 Finland0.28%
- 🇸🇬 Singapore0.26%
- 🇩🇰 Denmark0.24%
- 🇲🇽 Mexico0.21%
- 🇦🇺 Australia0.19%
- 🇹🇼 Taiwan0.14%
- 🇮🇱 Israel0.1%
- 🇱🇺 Luxembourg0.02%
- 🇫🇷 France0.01%
- 🇩🇪 Germany0%
Dividends
Dividend Yield
0.58%
61 out of 161 instruments pay dividend.
7 dividend payments in the next 30 days.
Highest Dividend: $COLD (6.52%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 COLD | 0.13% | 6.52% | $0.88 |
 PFE | 0.04% | 5.75% | $1.66 |
 NKE | 0.03% | 4.37% | $1.45 |
 DIS | 0.03% | 1.35% | $0.75 |
 CVX.US | 0.02% | 3.15% | $6.28 |
 EQNR.OL | 0.02% | 3.41% | $13.95 |
 MSFT | 0.02% | 0.71% | $3 |
 OXY | 0.02% | 1.66% | $0.8 |
 AVGO | 0.02% | 0.77% | $19.7 |
 IRM | 0.01% | 3.13% | $2.6 |
 PLD | 0.01% | 3.32% | $3.66 |
 QQQ | 0.01% | 0.39% | - |
 LLY | 0.01% | 0.53% | $4.86 |
 STAG | 0.01% | 4.2% | $1.47 |
 JNJ | 0.01% | 2.05% | $4.81 |
 EDU | 0.01% | 1.9% | - |
 NVDA | 0.01% | 0.24% | $0.02 |
 HON | 0.01% | 2.91% | $4.27 |
 AAPL | 0.01% | 0.31% | $0.97 |
 IBM | 0.01% | 2.8% | $6.65 |
 GOOG | 0.01% | 0.26% | $0.2 |
 ASML | 0.01% | 0.47% | $5.57 |
 SLB | 0.01% | 2.35% | $1.05 |
 TrendingStocks | 0.01% | 0.24% | - |
 META | 0.01% | 0.3% | $1 |
 VLO | 0.01% | 1.11% | $4.18 |
 BABA | 0.01% | 0.96% | $0.98 |
 RACE | 0% | 1.03% | $2.64 |
 BN.US | 0% | 0.7% | $0.3 |
 QCOM | 0% | 2.04% | $3.25 |
 COP | 0% | 2.31% | $3.25 |
 FCX | 0% | 0.87% | $0.6 |
 PYPL | 0% | 0.99% | - |
 CTAS | 0% | 0.87% | $5.4 |
 NOK | 0% | 1.32% | $0.1 |
 ORCL | 0% | 1.5% | $1.6 |
 IDR.MC | 0% | 0.39% | $0.2 |
 MOS | 0% | 4.93% | $0.82 |
 AGNT | 0% | 4.9% | $0.2 |
 PAYC | 0% | 0.58% | $1.5 |
 STX.US | 0% | 0.43% | $2.8 |
 NVO | 0% | 1.04% | $0.98 |
 GLW | 0% | 0.82% | $1.12 |
 LRCX | 0% | 0.41% | $8 |
 AMAT | 0% | 0.49% | $1.44 |
 MA | 0% | 0.57% | $2.46 |
 GE | 0% | 0.59% | $0.44 |
 CNR | 0% | 0.46% | $1.1 |
 CRM | 0% | 0.73% | $0.4 |
 TSM | 0% | 0.75% | $1.74 |
 MU | 0% | 0.06% | $0.46 |
 MRVL | 0% | 0.1% | $0.24 |
 ASML.NV | 0% | 0.53% | $6.1 |
 SMT.L | 0% | 0.3% | $0.03 |
 GEV | 0% | 0.22% | - |
 VRT | 0% | 0.12% | $0.06 |
 WST | 0% | 0.23% | $0.8 |
 GEHC | 0% | 0.21% | $0.12 |
 AEIS | 0% | 0.17% | $0.4 |
 MOG.A | 0% | 0.33% | $1.1 |
 BMNR | 0% | 0.04% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
ORCL | Pay Day | Oct 23, 2026 | $0.50 |
 AGX (TrendingStocks) | Ex-Dividend | Oct 23, 2026 | $0.50 |
PFE | Ex-Dividend | Oct 24, 2026 | $0.43 |
GEHC | Ex-Dividend | Oct 24, 2026 | $0.04 |
GE | Pay Day | Oct 26, 2026 | $0.47 |
ASML.NV | Ex-Dividend | Oct 27, 2026 | $3.15 |
ASML.NV (TrendingStocks) | Ex-Dividend | Oct 27, 2026 | $3.15 |
NOK | Ex-Dividend | Oct 28, 2026 | $0.04 |
ASML | Ex-Dividend | Oct 28, 2026 | $3.17 |
MU | Pay Day | Oct 29, 2026 | $0.15 |
MRVL | Pay Day | Oct 29, 2026 | $0.06 |
WST | Ex-Dividend | Oct 29, 2026 | $0.22 |
MU (TrendingStocks) | Pay Day | Oct 29, 2026 | $0.15 |
VLO | Ex-Dividend | Oct 31, 2026 | $1.20 |
FCX | Pay Day | Nov 2, 2026 | $0.15 |
 SYF (TrendingStocks) | Ex-Dividend | Nov 5, 2026 | $0.30 |
 INTC | Ex-Dividend | Nov 7, 2026 | $0.12 |
INTC (TrendingStocks) | Ex-Dividend | Nov 7, 2026 | $0.12 |
 CCL (TrendingStocks) | Ex-Dividend | Nov 7, 2026 | $0.15 |
MA | Pay Day | Nov 9, 2026 | $0.87 |
AAPL | Ex-Dividend | Nov 10, 2026 | $0.27 |
IBM | Ex-Dividend | Nov 10, 2026 | $1.69 |
EQNR.OL | Ex-Dividend | Nov 13, 2026 | $0.39 |
HON | Ex-Dividend | Nov 14, 2026 | $1.19 |
LLY | Ex-Dividend | Nov 14, 2026 | $1.73 |
CTAS | Ex-Dividend | Nov 14, 2026 | $0.45 |
AGNT | Ex-Dividend | Nov 14, 2026 | $0.05 |
MOG.A | Ex-Dividend | Nov 14, 2026 | $0.30 |
 PBF (TrendingStocks) | Ex-Dividend | Nov 14, 2026 | $0.28 |
 SSRM (TrendingStocks) | Ex-Dividend | Nov 14, 2026 | $0.07 |
EDU | Ex-Dividend | Nov 15, 2026 | $0.60 |
COP | Ex-Dividend | Nov 17, 2026 | $0.84 |
CVX.US | Ex-Dividend | Nov 19, 2026 | $1.78 |
 MPC (TrendingStocks) | Ex-Dividend | Nov 19, 2026 | $1.00 |
 IQQQ.DE (TrendingStocks) | Ex-Dividend | Nov 19, 2026 | $0.00 |
 POWL (TrendingStocks) | Ex-Dividend | Nov 19, 2026 | $0.09 |
MSFT | Ex-Dividend | Nov 20, 2026 | $0.91 |
AMAT | Ex-Dividend | Nov 20, 2026 | $0.53 |
MSFT (TrendingStocks) | Ex-Dividend | Nov 20, 2026 | $0.91 |
 KGC (TrendingStocks) | Ex-Dividend | Nov 20, 2026 | $0.04 |
 MFC (TrendingStocks) | Ex-Dividend | Nov 21, 2026 | $0.35 |
 CCOI (TrendingStocks) | Ex-Dividend | Nov 21, 2026 | $0.02 |
 CDE (TrendingStocks) | Ex-Dividend | Nov 22, 2026 | $0.02 |
SMT.L | Ex-Dividend | Nov 24, 2026 | $0.02 |
AEIS | Ex-Dividend | Nov 24, 2026 | $0.10 |
PAYC | Ex-Dividend | Nov 24, 2026 | $0.38 |
JNJ | Ex-Dividend | Nov 25, 2026 | $1.34 |
 TMUS (TrendingStocks) | Ex-Dividend | Nov 28, 2026 | $1.02 |
NKE | Ex-Dividend | Dec 1, 2026 | $0.41 |
CNR | Ex-Dividend | Dec 1, 2026 | $0.10 |
GLW | Ex-Dividend | Dec 1, 2026 | $0.28 |
NKE (TrendingStocks) | Ex-Dividend | Dec 1, 2026 | $0.41 |
 ALL (TrendingStocks) | Ex-Dividend | Dec 1, 2026 | $1.08 |
 B (TrendingStocks) | Ex-Dividend | Dec 1, 2026 | $0.17 |
SLB | Ex-Dividend | Dec 2, 2026 | $0.29 |
QCOM | Ex-Dividend | Dec 3, 2026 | $0.92 |
 NEM (TrendingStocks) | Ex-Dividend | Dec 3, 2026 | $0.26 |
GOOG | Ex-Dividend | Dec 4, 2026 | $0.22 |
PYPL | Ex-Dividend | Dec 4, 2026 | $0.14 |
GOOG (TrendingStocks) | Ex-Dividend | Dec 4, 2026 | $0.22 |
 BAC (TrendingStocks) | Ex-Dividend | Dec 4, 2026 | $0.28 |
 GM (TrendingStocks) | Ex-Dividend | Dec 4, 2026 | $0.18 |
BMNR | Ex-Dividend | Dec 8, 2026 | $0.01 |
NVDA | Ex-Dividend | Dec 10, 2026 | $0.25 |
MOS | Ex-Dividend | Dec 10, 2026 | $0.22 |
OXY | Ex-Dividend | Dec 10, 2026 | $0.26 |
BN.US | Ex-Dividend | Dec 14, 2026 | $0.07 |
VRT | Ex-Dividend | Dec 14, 2026 | $0.06 |
IRM | Ex-Dividend | Dec 15, 2026 | $0.86 |
PLD | Ex-Dividend | Dec 16, 2026 | $1.07 |
TSM | Ex-Dividend | Dec 16, 2026 | $0.95 |
GEV | Ex-Dividend | Dec 16, 2026 | $0.50 |
CRM | Ex-Dividend | Dec 17, 2026 | $0.44 |
META | Ex-Dividend | Dec 21, 2026 | $0.53 |
AVGO | Ex-Dividend | Dec 21, 2026 | $0.65 |
LRCX | Ex-Dividend | Dec 23, 2026 | $0.26 |
 SH (TrendingStocks) | Ex-Dividend | Dec 23, 2026 | $0.00 |
STX.US | Ex-Dividend | Dec 24, 2026 | $0.74 |
 NLR | Pay Day | Dec 26, 2026 | $0.00 |
DIS | Ex-Dividend | Dec 30, 2026 | $0.75 |
STAG | Ex-Dividend | Dec 30, 2026 | $0.39 |
COLD | Ex-Dividend | Dec 30, 2026 | $0.23 |
GE | Ex-Dividend | Jan 5, 2027 | $0.47 |
 TIGO (TrendingStocks) | Ex-Dividend | Jan 8, 2027 | $0.75 |
MA | Ex-Dividend | Jan 9, 2027 | $0.87 |
ORCL | Ex-Dividend | Jan 9, 2027 | $0.50 |
MRVL | Ex-Dividend | Jan 9, 2027 | $0.06 |
MU | Ex-Dividend | Jan 14, 2027 | $0.15 |
MU (TrendingStocks) | Ex-Dividend | Jan 14, 2027 | $0.15 |
FCX | Ex-Dividend | Jan 15, 2027 | $0.15 |
 NOVO-B.CO (TrendingStocks) | Ex-Dividend | Feb 14, 2027 | $1.26 |
NVO | Ex-Dividend | Feb 17, 2027 | $1.22 |
 ROP.ZU (TrendingStocks) | Ex-Dividend | Mar 12, 2027 | $12.63 |
RACE | Ex-Dividend | Apr 21, 2027 | $4.27 |
 TE.PA (TrendingStocks) | Ex-Dividend | May 18, 2027 | $1.18 |
 PUM.DE (TrendingStocks) | Ex-Dividend | May 22, 2027 | $0.67 |
 VK.PA (TrendingStocks) | Ex-Dividend | May 26, 2027 | $1.71 |
 NEXA (TrendingStocks) | Ex-Dividend | Jun 10, 2027 | $0.13 |
BABA | Ex-Dividend | Jun 11, 2027 | $1.05 |
IDR.MC | Ex-Dividend | Jul 7, 2027 | $0.35 |
Performance Metrics
Score 3.5/10
Beta
0.98
0.98
0
0.8
1.2
0
2
Sharpe Ratio
0.36
0.36
0
0.5
1
1.5
1.5
Sortino Ratio
0.62
0.62
0
1
2
3
3
Jensen's Alpha
-3.65
-3.65
-4
0
2
4.5
4.5
Omega Ratio
0.82
0.82
0
1
1.5
2.5
2.5
Treynor Ratio
0.69
0.69
0
0.75
1.25
2
2
Information Ratio
-0.25
-0.25
-1
0.3
0.6
1
1
Calmar Ratio
0.2
0.2
0
0.3
0.6
1
1
Beta
0.98
0.98
0
0.8
1.2
0
2
Sharpe Ratio
0.36
0.36
0
0.5
1
1.5
1.5
Sortino Ratio
0.62
0.62
0
1
2
3
3
Jensen's Alpha
-3.65
-3.65
-4
0
2
4.5
4.5
Omega Ratio
0.82
0.82
0
1
1.5
2.5
2.5
Treynor Ratio
0.69
0.69
0
0.75
1.25
2
2
Information Ratio
-0.25
-0.25
-1
0.3
0.6
1
1
Calmar Ratio
0.2
0.2
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
29.35
High:
CRWD
7,637.82CRWDLow:
LASR
-160.7LASRDetails
PEG Ratio
4.17
High:
NOW
441NOWLow:
OGI
0OGIDetails
Price/Book
10.71
High:STX.US
92.84STX.USLow:IRM
-26.1IRMDetails
Price/Sales
10.56
High:
POET
986.63POETLow:
IDEXQ
0.01IDEXQDetails
Price/CF
25.42
High:
MSTR
7,511.07MSTRLow:IDEXQ
0.73IDEXQDetails
Price/FCF
49.85
High:INTC
1,903.91INTCLow:IDEXQ
0.76IDEXQDetails
P/E Ratio
29.35
High:CRWD
7,637.82CRWDLow:LASR
-160.7LASRDetails
PEG Ratio
4.17
High:NOW
441NOWLow:OGI
0OGIDetails
Price/Book
10.71
High:STX.US
92.84STX.USLow:IRM
-26.1IRMDetails
Price/Sales
10.56
High:POET
986.63POETLow:IDEXQ
0.01IDEXQDetails
Price/CF
25.42
High:MSTR
7,511.07MSTRLow:IDEXQ
0.73IDEXQDetails
Price/FCF
49.85
High:INTC
1,903.91INTCLow:IDEXQ
0.76IDEXQDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-43.86% | May 2021 | Nov 2024 | 42 |
-14.27% | Jan 2020 | Sep 2020 | 8 |
-11.38% | Feb 2025 | Jun 2025 | 4 |
-10.72% | Nov 2025 | May 2026 | 6 |
-9.93% | Jun 2026 | - | 5 |
-3.86% | Sep 2019 | Nov 2019 | 2 |
-2.9% | Feb 2021 | Apr 2021 | 2 |
-1.35% | Oct 2020 | Nov 2020 | 1 |