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-4.65%
This Month
+18.71%
Year To Date
+30.14%
2 Years
+96.31%
5 Years
+96.31%
10 Years
+24.45%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading85%
- 📊 ETFs6.16%
- 💰 Finance2.92%
- 🖥️ Technology Services1.42%
- 🏭 Industrial Services0.91%
- 🛍️ Retail Trade0.71%
- 💼 Commercial Services0.65%
- 🧬 Health Technology0.62%
- 🛠️ Producer Manufacturing0.36%
- 🧪 Process Industries0.35%
- 💻 Electronic Technology0.35%
- 🚚 Transportation0.22%
- 💵 Cash0.17%
- 🚗 Consumer Durables0.07%
- ❓ Other0.06%
- 📦 Distribution Services0.06%
- 🧩 Miscellaneous0%
- 🪙 Cryptocurrencies0%
- 🍞 Consumer Non Durables0%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE37.32%
- 🇺🇸 NYSE7.69%
- 🇺🇸 Nasdaq7.17%
- 🇩🇪 Xetra ETFs0.18%
- 🌍 Digital Currency0%
- 🇫🇷 Euronext Paris0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States8.28%
- 🇬🇧 United Kingdom0.35%
- 🇫🇷 France0%
- 🇰🇷 South Korea0%
Dividends
Dividend Yield
0.09%
34 out of 51 instruments pay dividend.
5 dividend payments in the next 30 days.
Highest Dividend: $PGR (6.32%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 PGR | 0.01% | 6.32% | $1.15 |
 CME | 0.01% | 3.87% | $9.75 |
 INTU | 0.01% | 1.51% | $3.6 |
 WM | 0.01% | 1.59% | $2.9 |
 JPM | 0.01% | 1.83% | $4.4 |
 LIN | 0% | 1.27% | $5.33 |
 UNP | 0% | 1.95% | $5.2 |
 SYK | 0% | 1.18% | $3.15 |
 TJX | 0% | 1.28% | $1.42 |
 ICE | 0% | 1.29% | $1.77 |
 SPGI | 0% | 0.89% | $3.62 |
 RSG | 0% | 1.11% | $2.14 |
 NDAQ | 0% | 1.24% | $0.9 |
 AJG | 0% | 1.06% | $2.3 |
 V | 0% | 0.66% | $2.01 |
 BRO | 0% | 0.94% | $0.51 |
 LLY | 0% | 0.53% | $4.86 |
 DE | 0% | 1.04% | $5.76 |
 MSFT | 0% | 0.71% | $3 |
 MA | 0% | 0.57% | $2.46 |
 CAT | 0% | 0.85% | $5.31 |
 FAST | 0% | 1.87% | $1.48 |
 WRB.US | 0% | 0.52% | $0.45 |
 AAPL | 0% | 0.31% | $0.97 |
 CTAS | 0% | 0.87% | $5.4 |
 GOOGL | 0% | 0.25% | $0.2 |
 FSS | 0% | 0.51% | $0.44 |
 ROL | 0% | 2.23% | $0.58 |
 EME | 0% | 0.23% | $0.79 |
 FIX | 0% | 0.21% | $1.02 |
 PWR | 0% | 0.07% | $0.35 |
 MC.PA | 0% | 1.42% | $13 |
 SPY | 0% | 0.96% | - |
 SMSN.L | 0% | 0.59% | $23.68 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
MC.PA | Ex-Dividend | Oct 28, 2026 | $8.60 |
FAST | Ex-Dividend | Oct 28, 2026 | $0.24 |
SYK | Pay Day | Oct 30, 2026 | $0.88 |
EME | Pay Day | Oct 30, 2026 | $0.40 |
JPM | Pay Day | Oct 31, 2026 | $1.50 |
MA | Pay Day | Nov 9, 2026 | $0.87 |
DE | Pay Day | Nov 9, 2026 | $1.62 |
AAPL | Ex-Dividend | Nov 10, 2026 | $0.27 |
ROL | Ex-Dividend | Nov 10, 2026 | $0.18 |
V | Ex-Dividend | Nov 11, 2026 | $0.67 |
BRO | Ex-Dividend | Nov 12, 2026 | $0.17 |
TJX | Ex-Dividend | Nov 13, 2026 | $0.48 |
FIX | Ex-Dividend | Nov 13, 2026 | $0.80 |
LLY | Ex-Dividend | Nov 14, 2026 | $1.73 |
CTAS | Ex-Dividend | Nov 14, 2026 | $0.45 |
FSS | Ex-Dividend | Nov 14, 2026 | $0.15 |
MSFT | Ex-Dividend | Nov 20, 2026 | $0.91 |
SPGI | Ex-Dividend | Nov 26, 2026 | $0.97 |
UNP | Ex-Dividend | Dec 1, 2026 | $1.38 |
LIN | Ex-Dividend | Dec 3, 2026 | $1.60 |
GOOGL | Ex-Dividend | Dec 4, 2026 | $0.22 |
AJG | Ex-Dividend | Dec 8, 2026 | $0.70 |
CME | Ex-Dividend | Dec 9, 2026 | $1.30 |
WM | Ex-Dividend | Dec 11, 2026 | $0.94 |
NDAQ | Ex-Dividend | Dec 11, 2026 | $0.31 |
ICE | Ex-Dividend | Dec 16, 2026 | $0.52 |
WRB.US | Ex-Dividend | Dec 21, 2026 | $0.09 |
DE | Ex-Dividend | Dec 30, 2026 | $1.62 |
SYK | Ex-Dividend | Dec 30, 2026 | $0.88 |
PGR | Ex-Dividend | Jan 1, 2027 | $0.10 |
PWR | Ex-Dividend | Jan 1, 2027 | $0.11 |
RSG | Ex-Dividend | Jan 2, 2027 | $0.63 |
JPM | Ex-Dividend | Jan 6, 2027 | $1.50 |
INTU | Ex-Dividend | Jan 8, 2027 | $1.20 |
MA | Ex-Dividend | Jan 9, 2027 | $0.87 |
EME | Ex-Dividend | Jan 15, 2027 | $0.40 |
CAT | Ex-Dividend | Jan 20, 2027 | $1.51 |
Performance Metrics
Score 6.3/10
Beta
1.1
1.1
0
0.8
1.2
0
2
Sharpe Ratio
1
1
0
0.5
1
2
2
Sortino Ratio
1.85
1.85
0
1
2
3
3
Jensen's Alpha
0.52
0.52
-2
0
2
4.5
4.5
Omega Ratio
1.18
1.18
0
1
1.5
2.5
2.5
Treynor Ratio
1.28
1.28
0
0.75
1.25
2
2
Information Ratio
0.2
0.2
0
0.3
0.6
1
1
Calmar Ratio
1.69
1.69
0
0.3
0.6
2
2
Beta
1.1
1.1
0
0.8
1.2
0
2
Sharpe Ratio
1
1
0
0.5
1
2
2
Sortino Ratio
1.85
1.85
0
1
2
3
3
Jensen's Alpha
0.52
0.52
-2
0
2
4.5
4.5
Omega Ratio
1.18
1.18
0
1
1.5
2.5
2.5
Treynor Ratio
1.28
1.28
0
0.75
1.25
2
2
Information Ratio
0.2
0.2
0
0.3
0.6
1
1
Calmar Ratio
1.69
1.69
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
23.66
High:PWR
78.27PWRLow:PGR
10.66PGRDetails
PEG Ratio
1.73
High:RSG
7.02RSGLow:SMSN.L
0.04SMSN.LDetails
Price/Book
6.41
High:MA
88.35MALow:
ORLY
-37.3ORLYDetails
Price/Sales
6.21
High:
CDNS
16.72CDNSLow:
SNEX
0.08SNEXDetails
Price/CF
19.22
High:CDNS
55.88CDNSLow:SNEX
1.98SNEXDetails
Price/FCF
41.72
High:CME
583.63CMELow:SNEX
2SNEXDetails
P/E Ratio
23.66
High:PWR
78.27PWRLow:PGR
10.66PGRDetails
PEG Ratio
1.73
High:RSG
7.02RSGLow:SMSN.L
0.04SMSN.LDetails
Price/Book
6.41
High:MA
88.35MALow:ORLY
-37.3ORLYDetails
Price/Sales
6.21
High:CDNS
16.72CDNSLow:SNEX
0.08SNEXDetails
Price/CF
19.22
High:CDNS
55.88CDNSLow:SNEX
1.98SNEXDetails
Price/FCF
41.72
High:CME
583.63CMELow:SNEX
2SNEXDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-12.9% | Feb 2025 | Sep 2025 | 7 |
-9.58% | Aug 2023 | Dec 2023 | 4 |
-8.98% | Jul 2026 | - | 4 |
-8.09% | Nov 2025 | Apr 2026 | 5 |
-3.81% | Apr 2024 | May 2024 | 1 |
-1.59% | Jul 2024 | Sep 2024 | 2 |
-0.69% | Dec 2024 | Jan 2025 | 1 |