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+1.6%
Today
+20.22%
This Month
+130.58%
Year To Date
+345.61%
2 Years
+860.47%
5 Years
+72.11%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies33.19%
- 👥 Copy Trading19.11%
- 🚗 Consumer Durables15.33%
- 📊 ETFs11.62%
- 🛍️ Retail Trade6.55%
- 🖥️ Technology Services6.53%
- 💻 Electronic Technology3.15%
- 🏭 Industrial Services2.06%
- 🧬 Health Technology1.66%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency34.89%
- 🇺🇸 Nasdaq31.97%
- 🇺🇸 NYSE31.49%
- 🇭🇰 Hong Kong Exchanges0.56%
- 🇩🇪 FRA0.27%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States34.32%
- 🇮🇪 Ireland7.61%
- 🇨🇳 China3.71%
- 🇨🇦 Canada1.92%
- 🇱🇺 Luxembourg1.66%
- 🇧🇲 Bermuda1.07%
- 🇨🇭 Switzerland0.88%
- 🇸🇬 Singapore0.67%
- 🇮🇱 Israel0.3%
- 🇩🇪 Germany0.27%
- 🇺🇾 Uruguay0.25%
Dividends
Dividend Yield
0.36%
6 out of 19 instruments pay dividend.
6 dividend payments in the next 30 days.
Highest Dividend: Congress-Buys (2.15%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 Congress-Buys | 0.17% | 2.15% | - |
 VOO | 0.14% | 1.41% | - |
 ShoppingCart | 0.03% | 0.37% | - |
 YINN | 0.01% | 0.53% | - |
 TTEK | 0.01% | 0.56% | $1.07 |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
 JNJ (Congress-Buys) | Ex-Dividend | Nov 26 | $1.24 |
TTEK | Ex-Dividend | Nov 27 | $0.06 |
 EBAY (ShoppingCart) | Ex-Dividend | Nov 29 | $0.27 |
 JWN (ShoppingCart) | Ex-Dividend | Dec 3 | $0.19 |
NVDA | Ex-Dividend | Dec 5 | $0.01 |
 BKNG (ShoppingCart) | Ex-Dividend | Dec 6 | $8.75 |
 AMGN (Congress-Buys) | Pay Day | Dec 9 | $2.25 |
JNJ (Congress-Buys) | Pay Day | Dec 10 | $1.24 |
TTEK | Pay Day | Dec 13 | $0.06 |
 ADP (Congress-Buys) | Ex-Dividend | Dec 13 | $1.54 |
EBAY (ShoppingCart) | Pay Day | Dec 13 | $0.27 |
 WMT (ShoppingCart) | Ex-Dividend | Dec 13 | $0.21 |
 HSY (Congress-Buys) | Pay Day | Dec 16 | $1.37 |
JWN (ShoppingCart) | Pay Day | Dec 18 | $0.19 |
NVDA | Pay Day | Dec 27 | $0.01 |
 ITW (Congress-Buys) | Ex-Dividend | Dec 31 | $1.50 |
BKNG (ShoppingCart) | Pay Day | Dec 31 | $8.75 |
ADP (Congress-Buys) | Pay Day | Jan 1 | $1.54 |
WMT (ShoppingCart) | Pay Day | Jan 6 | $0.21 |
ITW (Congress-Buys) | Pay Day | Jan 10 | $1.50 |
Performance Metrics
Score 9/10
Beta
0.75
0.75
0
0.8
1.2
0
2
Sharpe Ratio
1.33
1.33
0
0.5
1
2
2
Sortino Ratio
3.71
3.71
0
1
2
4
4
Jensen's Alpha
46.58
46.58
-2
0
2
47
47
Omega Ratio
2.25
2.25
0
1
1.5
3
3
Treynor Ratio
5.41
5.41
0
0.75
1.25
6
6
Information Ratio
1.03
1.03
0
0.3
0.6
2
2
Calmar Ratio
3.62
3.62
0
0.3
0.6
4
4
Beta
0.75
0.75
0
0.8
1.2
0
2
Sharpe Ratio
1.33
1.33
0
0.5
1
2
2
Sortino Ratio
3.71
3.71
0
1
2
4
4
Jensen's Alpha
46.58
46.58
-2
0
2
47
47
Omega Ratio
2.25
2.25
0
1
1.5
3
3
Treynor Ratio
5.41
5.41
0
0.75
1.25
6
6
Information Ratio
1.03
1.03
0
0.3
0.6
2
2
Calmar Ratio
3.62
3.62
0
0.3
0.6
4
4
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-15.48% | Nov 2021 | Feb 2023 | 15 |
-14.73% | Mar 2024 | Apr 2024 | 1 |
-14.38% | Jun 2023 | Sep 2023 | 3 |
-9.71% | Feb 2021 | Sep 2021 | 7 |
-8.89% | May 2024 | Aug 2024 | 3 |
-7.86% | Aug 2020 | Dec 2020 | 4 |
-6.47% | Apr 2023 | May 2023 | 1 |