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-1.79%
This Month
-23.96%
Year To Date
-31.15%
2 Years
-60.15%
5 Years
-60.15%
10 Years
-20.17%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies14.99%
- 💻 Electronic Technology13.45%
- 💵 Cash12.85%
- 🖥️ Technology Services11.25%
- 📊 ETFs9.08%
- 👥 Copy Trading5.7%
- 💰 Finance3.63%
- 🍞 Consumer Non Durables3.61%
- 🧩 Miscellaneous3.36%
- 🚗 Consumer Durables3.18%
- 🧬 Health Technology2.7%
- 💼 Commercial Services2.63%
- 🛍️ Retail Trade2.46%
- 🏥 Health Services2.46%
- ⛏️ Energy Minerals2.33%
- 💇♀️ Consumer Services1.17%
- 🏭 Industrial Services1.09%
- 🛠️ Producer Manufacturing0.92%
- ⚡ Utilities0.83%
- 🧪 Process Industries0.42%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE33.1%
- 🇺🇸 Nasdaq31.08%
- 🌍 Digital Currency14.99%
- 🇬🇧 LSE1.42%
- 🇩🇪 FRA1.26%
- 🇳🇱 Euronext Amsterdam1.08%
- 🇸🇪 Stockholm Stock Exchange0.67%
- 🇦🇺 Sydney0.64%
- 🇸🇦 Tadawul0.49%
- 🇭🇰 Hong Kong Exchanges0.25%
- 🇫🇷 Euronext Paris0.18%
- 🇨🇭 SIX0.06%
- 🇺🇸 OTC Markets Stock Exchange0.05%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States48.01%
- 🇨🇳 China1.75%
- 🇩🇪 Germany1.26%
- 🇳🇱 Netherlands1.09%
- 🇫🇷 France0.81%
- 🇬🇧 United Kingdom0.73%
- 🇮🇱 Israel0.71%
- 🇸🇪 Sweden0.67%
- 🇯🇵 Japan0.67%
- 🇩🇰 Denmark0.49%
- 🇸🇦 Saudi Arabia0.49%
- 🇸🇬 Singapore0.27%
- 🇺🇾 Uruguay0.14%
- 🇦🇺 Australia0.12%
- 🇹🇼 Taiwan0.09%
- 🇮🇪 Ireland0.07%
- 🇦🇹 Austria0.06%
- 🇧🇷 Brazil0.04%
- 🇨🇦 Canada0.04%
Dividends
Dividend Yield
0.71%
45 out of 144 instruments pay dividend.
5 dividend payments in the next 30 days.
Highest Dividend: $NOG (6.54%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 NOG | 0.08% | 6.54% | $1.58 |
 IBM | 0.07% | 2.8% | $6.65 |
 PEP | 0.06% | 4.37% | $5.15 |
 UNH | 0.05% | 2.19% | $7.74 |
 KMB | 0.05% | 4.77% | $4.8 |
 CVS | 0.03% | 2.83% | $2.54 |
 TTE | 0.03% | 4.44% | $2.69 |
 O | 0.02% | 5.77% | $3.09 |
 MCHP | 0.02% | 2.36% | $1.75 |
 ERIC-A.ST | 0.02% | 2.81% | $2.7 |
 WMB | 0.02% | 2.95% | $1.85 |
 NKE | 0.02% | 4.36% | $1.45 |
 SWX | 0.02% | 2.84% | $2.48 |
 BLK | 0.01% | 2% | $20.2 |
 WPP.L | 0.01% | 3.8% | $0.39 |
 JNJ | 0.01% | 2.05% | $4.81 |
 WPP | 0.01% | 3.64% | $2.45 |
 SBUX | 0.01% | 2.52% | $2.24 |
 MMM | 0.01% | 1.8% | $5.21 |
 RHM.DE | 0.01% | 1.09% | $5.7 |
 MCD | 0.01% | 3.08% | $6.53 |
 KO | 0.01% | 2.26% | $1.89 |
 NDI-FutureTech | 0.01% | 0.17% | - |
 STZ | 0.01% | 3.1% | $3.68 |
 SPY | 0.01% | 0.96% | - |
 ALB | 0.01% | 1.7% | $1.6 |
 MSCI | 0.01% | 1.34% | $5.96 |
 V | 0.01% | 0.66% | $2.01 |
 LLY | 0.01% | 0.53% | $4.86 |
 MA | 0.01% | 0.57% | $2.46 |
 NRG | 0.01% | 1.91% | $1.57 |
 NVO | 0.01% | 1.04% | $0.98 |
 AAPL | 0% | 0.31% | $0.97 |
 AVGO | 0% | 0.77% | $19.7 |
 ASML.NV | 0% | 0.53% | $6.1 |
 MSFT | 0% | 0.71% | $3 |
 QQQ | 0% | 0.39% | - |
 TTEK | 0% | 0.78% | $1.07 |
 GOOG | 0% | 0.26% | $0.2 |
 SONY | 0% | 0.44% | $0.49 |
 META | 0% | 0.3% | $1 |
 NVDA | 0% | 0.24% | $0.02 |
 MU | 0% | 0.06% | $0.46 |
 NTDOY | 0% | 1.47% | $0.24 |
 SFGYY | 0% | -2.62% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
CVS | Ex-Dividend | Oct 23, 2026 | $0.67 |
 ORCL (NDI-FutureTech) | Pay Day | Oct 23, 2026 | $0.50 |
ASML.NV | Ex-Dividend | Oct 27, 2026 | $3.15 |
MU | Pay Day | Oct 29, 2026 | $0.15 |
STZ | Ex-Dividend | Oct 30, 2026 | $1.03 |
O | Ex-Dividend | Oct 30, 2026 | $0.27 |
NOG | Pay Day | Oct 30, 2026 | $0.45 |
WPP | Pay Day | Nov 2, 2026 | $0.51 |
NRG | Ex-Dividend | Nov 3, 2026 | $0.47 |
 INTC | Ex-Dividend | Nov 7, 2026 | $0.12 |
INTC (NDI-FutureTech) | Ex-Dividend | Nov 7, 2026 | $0.12 |
MA | Pay Day | Nov 9, 2026 | $0.87 |
AAPL | Ex-Dividend | Nov 10, 2026 | $0.27 |
IBM | Ex-Dividend | Nov 10, 2026 | $1.69 |
V | Ex-Dividend | Nov 11, 2026 | $0.67 |
TTEK | Ex-Dividend | Nov 13, 2026 | $0.07 |
 EXE (NDI-FutureTech) | Ex-Dividend | Nov 13, 2026 | $0.57 |
SBUX | Ex-Dividend | Nov 14, 2026 | $0.62 |
LLY | Ex-Dividend | Nov 14, 2026 | $1.73 |
MSCI | Ex-Dividend | Nov 14, 2026 | $2.05 |
SWX | Ex-Dividend | Nov 17, 2026 | $0.65 |
MSFT | Ex-Dividend | Nov 20, 2026 | $0.91 |
MMM | Ex-Dividend | Nov 24, 2026 | $0.78 |
MCHP | Ex-Dividend | Nov 24, 2026 | $0.46 |
JNJ | Ex-Dividend | Nov 25, 2026 | $1.34 |
MCD | Ex-Dividend | Dec 1, 2026 | $1.86 |
NKE | Ex-Dividend | Dec 1, 2026 | $0.41 |
GOOG | Ex-Dividend | Dec 4, 2026 | $0.22 |
PEP | Ex-Dividend | Dec 4, 2026 | $1.48 |
KMB | Ex-Dividend | Dec 4, 2026 | $1.28 |
 GOOGL (NDI-FutureTech) | Ex-Dividend | Dec 4, 2026 | $0.22 |
BLK | Ex-Dividend | Dec 8, 2026 | $5.73 |
NVDA | Ex-Dividend | Dec 10, 2026 | $0.25 |
NVDA (NDI-FutureTech) | Ex-Dividend | Dec 10, 2026 | $0.25 |
ALB | Ex-Dividend | Dec 11, 2026 | $0.41 |
WMB | Ex-Dividend | Dec 11, 2026 | $0.53 |
UNH | Ex-Dividend | Dec 14, 2026 | $2.21 |
KO | Ex-Dividend | Dec 15, 2026 | $0.53 |
META | Ex-Dividend | Dec 21, 2026 | $0.53 |
AVGO | Ex-Dividend | Dec 21, 2026 | $0.65 |
AVGO (NDI-FutureTech) | Ex-Dividend | Dec 21, 2026 | $0.65 |
 LRCX (NDI-FutureTech) | Ex-Dividend | Dec 23, 2026 | $0.26 |
 GFS (NDI-FutureTech) | Ex-Dividend | Dec 23, 2026 | $0.12 |
NOG | Ex-Dividend | Dec 29, 2026 | $0.45 |
TTE | Ex-Dividend | Dec 30, 2026 | $1.19 |
 CSCO (NDI-FutureTech) | Ex-Dividend | Jan 2, 2027 | $0.42 |
MA | Ex-Dividend | Jan 9, 2027 | $0.87 |
ORCL (NDI-FutureTech) | Ex-Dividend | Jan 9, 2027 | $0.50 |
MU | Ex-Dividend | Jan 14, 2027 | $0.15 |
NVO | Ex-Dividend | Feb 17, 2027 | $1.22 |
ERIC-A.ST | Ex-Dividend | Mar 28, 2027 | $0.00 |
SONY | Ex-Dividend | Mar 30, 2027 | $0.07 |
SFGYY | Ex-Dividend | Mar 31, 2027 | $0.00 |
NTDOY | Ex-Dividend | Apr 1, 2027 | $0.15 |
WPP | Ex-Dividend | Apr 9, 2027 | $0.51 |
WPP.L | Ex-Dividend | Apr 13, 2027 | $0.10 |
 BESI.NV (NDI-FutureTech) | Ex-Dividend | Apr 27, 2027 | $1.86 |
RHM.DE | Ex-Dividend | May 13, 2027 | $13.50 |
 ASM.NV (NDI-FutureTech) | Ex-Dividend | May 13, 2027 | $3.80 |
 AIXA.DE (NDI-FutureTech) | Ex-Dividend | May 14, 2027 | $0.18 |
 SMHN.DE (NDI-FutureTech) | Ex-Dividend | Jun 4, 2027 | $0.32 |
 HIMX (NDI-FutureTech) | Ex-Dividend | Jun 30, 2027 | $0.25 |
 UMC (NDI-FutureTech) | Ex-Dividend | Jul 8, 2027 | $0.48 |
Performance Metrics
Score 2.1/10
Beta
1.14
1.14
0
0.8
1.2
0
2
Sharpe Ratio
-0.72
-0.72
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.88
-0.88
-1
1
2
3
3
Jensen's Alpha
-30.62
-30.62
-31
0
2
4.5
4.5
Omega Ratio
0.34
0.34
0
1
1.5
2.5
2.5
Treynor Ratio
-1.64
-1.64
-2
0.75
1.25
2
2
Information Ratio
-1.31
-1.31
-2
0.3
0.6
1
1
Calmar Ratio
-0.31
-0.31
-1
0.3
0.6
1
1
Beta
1.14
1.14
0
0.8
1.2
0
2
Sharpe Ratio
-0.72
-0.72
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.88
-0.88
-1
1
2
3
3
Jensen's Alpha
-30.62
-30.62
-31
0
2
4.5
4.5
Omega Ratio
0.34
0.34
0
1
1.5
2.5
2.5
Treynor Ratio
-1.64
-1.64
-2
0.75
1.25
2
2
Information Ratio
-1.31
-1.31
-2
0.3
0.6
1
1
Calmar Ratio
-0.31
-0.31
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
29.88
High:
PANW
793.68PANWLow:ALB
-2,631.04ALBDetails
PEG Ratio
1.39
High:BLK
19.51BLKLow:MU
0.02MUDetails
Price/Book
10.4
High:MA
88.35MALow:MCD
-161.19MCDDetails
Price/Sales
6.47
High:
PLTR
79.03PLTRLow:
CRBP
-CRBPDetails
Price/CF
23.7
High:
LMND
236.22LMNDLow:NOG
1.42NOGDetails
Price/FCF
52.27
High:MCHP
3,510.88MCHPLow:WPP.L
3.84WPP.LDetails
P/E Ratio
29.88
High:PANW
793.68PANWLow:ALB
-2,631.04ALBDetails
PEG Ratio
1.39
High:BLK
19.51BLKLow:MU
0.02MUDetails
Price/Book
10.4
High:MA
88.35MALow:MCD
-161.19MCDDetails
Price/Sales
6.47
High:PLTR
79.03PLTRLow:CRBP
-CRBPDetails
Price/CF
23.7
High:LMND
236.22LMNDLow:NOG
1.42NOGDetails
Price/FCF
52.27
High:MCHP
3,510.88MCHPLow:WPP.L
3.84WPP.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-65.59% | Sep 2022 | - | 50 |