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+9.87%
This Month
+7.8%
Year To Date
+42.38%
2 Years
+41.39%
5 Years
+41.39%
10 Years
+7.85%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading20.5%
- 💻 Electronic Technology12.47%
- 🪙 Cryptocurrencies10.58%
- 💰 Finance7.96%
- 📊 ETFs7.88%
- 🖥️ Technology Services7.03%
- 💵 Cash6.09%
- ⚡ Utilities5%
- 🧩 Miscellaneous3.15%
- 🪨 Non Energy Minerals2.9%
- 🚚 Transportation2.88%
- 💇♀️ Consumer Services2.57%
- 🍞 Consumer Non Durables2.55%
- ⛏️ Energy Minerals2.46%
- 🧪 Process Industries1.8%
- 🛠️ Producer Manufacturing1.71%
- 🏥 Health Services1.68%
- 🧬 Health Technology0.7%
- 🛍️ Retail Trade0.62%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE41.98%
- 🇺🇸 Nasdaq34.82%
- 🌍 Digital Currency11.03%
- 🇳🇴 Oslo Stock Exchange3.52%
- 🇩🇪 Xetra ETFs1.03%
- 🇬🇧 LSE0.98%
- 🇺🇸 Chicago Board Options Exchange0.66%
- 🇭🇰 Hong Kong Exchanges0.19%
- 🇩🇪 FRA0.13%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States60.02%
- 🇳🇴 Norway3%
- 🇨🇦 Canada1.88%
- 🇮🇱 Israel1.73%
- 🇬🇧 United Kingdom1.22%
- 🇭🇰 Hong Kong0.73%
- 🇸🇬 Singapore0.53%
- 🇱🇺 Luxembourg0.24%
- 🇵🇪 Peru0.24%
- 🇨🇱 Chile0.23%
- 🇧🇷 Brazil0.23%
- 🇮🇹 Italy0.23%
- 🇫🇷 France0.23%
- 🇨🇳 China0.19%
- 🇰🇾 Cayman Islands0.18%
- 🇫🇮 Finland0.18%
- 🇩🇪 Germany0.13%
Dividends
Dividend Yield
1.39%
40 out of 64 instruments pay dividend.
13 dividend payments in the next 30 days.
Highest Dividend: $AGNC (13.38%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 WAWI.OL | 0.26% | 10.91% | - |
 AGNC | 0.21% | 13.38% | $1.44 |
 PureMomentum | 0.13% | 1.2% | - |
 COLD | 0.09% | 7.13% | $0.88 |
 O | 0.06% | 4.98% | $3.09 |
 PHNX.L | 0.05% | 7.32% | $0.53 |
 EQR | 0.05% | 4.4% | $2.66 |
 KO | 0.05% | 2.73% | $1.89 |
 UNH | 0.05% | 2.72% | $7.74 |
 BWLPG.OL | 0.04% | 8.46% | $37.72 |
 DUK | 0.04% | 3.3% | $4.1 |
 NuclearFuture | 0.03% | 1.31% | - |
 MCD | 0.03% | 2.36% | $6.53 |
 CVX | 0.03% | 3.77% | $6.28 |
 WTTR | 0.03% | 1.86% | $0.23 |
 GD | 0.03% | 1.83% | $5.48 |
 SBUX | 0.02% | 2.48% | $2.24 |
 PG | 0.02% | 2.85% | $3.83 |
 CEG | 0.02% | 0.55% | - |
 JNJ | 0.02% | 2.25% | $4.81 |
 SIMO | 0.02% | 2.16% | $1.49 |
 QQQ | 0.01% | 0.43% | - |
 NEE | 0.01% | 2.52% | $1.97 |
 DLR | 0.01% | 2.39% | $4.88 |
 DOV | 0.01% | 0.95% | $2.04 |
 KOG.OL | 0.01% | 1.55% | - |
 BK | 0.01% | 1.53% | $1.68 |
 AWR | 0.01% | 2.53% | $1.72 |
 ORCL | 0.01% | 1.01% | $1.6 |
 Etcaetera | 0.01% | 0.13% | - |
 Marirs | 0.01% | 0.16% | - |
 NEM | 0.01% | 0.88% | $1.3 |
 WMT | 0% | 0.77% | $0.81 |
 AAPL | 0% | 0.38% | $0.97 |
 GOOG | 0% | 0.25% | $0.2 |
 RTX | 0% | 1.39% | $2.44 |
 MRVL | 0% | 0.16% | $0.24 |
 BKNG | 0% | 0.82% | $17.5 |
 HL | 0% | 0.08% | $0.03 |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
SIMO | Ex-Dividend | May 7, 2026 | $0.50 |
WMT | Ex-Dividend | May 8, 2026 | $0.25 |
GD | Pay Day | May 8, 2026 | $1.59 |
BK | Pay Day | May 8, 2026 | $0.53 |
 COKE (PureMomentum) | Pay Day | May 8, 2026 | $0.25 |
AGNC | Pay Day | May 11, 2026 | $0.12 |
 BVN (PureMomentum) | Pay Day | May 12, 2026 | $0.99 |
WTTR | Pay Day | May 13, 2026 | $0.07 |
PG | Pay Day | May 15, 2026 | $1.09 |
SBUX | Ex-Dividend | May 15, 2026 | $0.62 |
O | Pay Day | May 15, 2026 | $0.27 |
 CAT (PureMomentum) | Pay Day | May 19, 2026 | $1.51 |
PHNX.L | Pay Day | May 20, 2026 | $0.37 |
SIMO | Pay Day | May 21, 2026 | $0.50 |
 MSFT (Etcaetera) | Ex-Dividend | May 21, 2026 | $0.91 |
MSFT (Marirs) | Ex-Dividend | May 21, 2026 | $0.91 |
 AMAT (PureMomentum) | Ex-Dividend | May 21, 2026 | $0.53 |
JNJ | Ex-Dividend | May 26, 2026 | $1.34 |
WMT | Pay Day | May 26, 2026 | $0.25 |
JNJ (PureMomentum) | Ex-Dividend | May 26, 2026 | $1.34 |
SBUX | Pay Day | May 29, 2026 | $0.62 |
 ETR (NuclearFuture) | Pay Day | Jun 1, 2026 | $0.64 |
 RR.L (NuclearFuture) | Pay Day | Jun 3, 2026 | $0.07 |
JNJ | Pay Day | Jun 9, 2026 | $1.34 |
JNJ (PureMomentum) | Pay Day | Jun 9, 2026 | $1.34 |
MSFT (Etcaetera) | Pay Day | Jun 11, 2026 | $0.91 |
MSFT (Marirs) | Pay Day | Jun 11, 2026 | $0.91 |
AMAT (PureMomentum) | Pay Day | Jun 11, 2026 | $0.53 |
Performance Metrics
Score 2.9/10
Beta
1.57
1.57
0
0.8
1.2
0
2
Sharpe Ratio
0.21
0.21
0
0.5
1
1.5
1.5
Sortino Ratio
0.33
0.33
0
1
2
3
3
Jensen's Alpha
-2.7
-2.7
-3
0
2
4.5
4.5
Omega Ratio
1.02
1.02
0
1
1.5
2.5
2.5
Treynor Ratio
0.34
0.34
0
0.75
1.25
2
2
Information Ratio
0.03
0.03
0
0.3
0.6
1
1
Calmar Ratio
0.12
0.12
0
0.3
0.6
1
1
Beta
1.57
1.57
0
0.8
1.2
0
2
Sharpe Ratio
0.21
0.21
0
0.5
1
1.5
1.5
Sortino Ratio
0.33
0.33
0
1
2
3
3
Jensen's Alpha
-2.7
-2.7
-3
0
2
4.5
4.5
Omega Ratio
1.02
1.02
0
1
1.5
2.5
2.5
Treynor Ratio
0.34
0.34
0
0.75
1.25
2
2
Information Ratio
0.03
0.03
0
0.3
0.6
1
1
Calmar Ratio
0.12
0.12
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
36.52
High:
PLTR
231.34PLTRLow:
RKLB
-225.65RKLBDetails
PEG Ratio
-29.22
High:MCD
529.14MCDLow:RKLB
-11,532.17RKLBDetails
Price/Book
12.47
High:PLTR
47.39PLTRLow:MCD
-121.85MCDDetails
Price/Sales
7.07
High:
LWLG
7,235.46LWLGLow:PHNX.L
0.2PHNX.LDetails
Price/CF
29.36
High:PLTR
214.31PLTRLow:PHNX.L
1.92PHNX.LDetails
Price/FCF
56.03
High:NEE
2,356.18NEELow:PHNX.L
2.24PHNX.LDetails
P/E Ratio
36.52
High:PLTR
231.34PLTRLow:RKLB
-225.65RKLBDetails
PEG Ratio
-29.22
High:MCD
529.14MCDLow:RKLB
-11,532.17RKLBDetails
Price/Book
12.47
High:PLTR
47.39PLTRLow:MCD
-121.85MCDDetails
Price/Sales
7.07
High:LWLG
7,235.46LWLGLow:PHNX.L
0.2PHNX.LDetails
Price/CF
29.36
High:PLTR
214.31PLTRLow:PHNX.L
1.92PHNX.LDetails
Price/FCF
56.03
High:NEE
2,356.18NEELow:PHNX.L
2.24PHNX.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-49.72% | Dec 2021 | Nov 2024 | 35 |
-16.83% | Feb 2025 | Jun 2025 | 4 |
-10.07% | Nov 2025 | - | 6 |
-1.2% | Aug 2025 | Sep 2025 | 1 |