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0%
This Month
-3.92%
Year To Date
-15.63%
2 Years
+3.11%
5 Years
-10.59%
10 Years
-2.14%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash29.6%
- 👥 Copy Trading17.8%
- 🪙 Cryptocurrencies14.45%
- 🧬 Health Technology6.65%
- 🧩 Miscellaneous5.04%
- 🌾 Commodities3.71%
- 🚚 Transportation3.64%
- 🛠️ Producer Manufacturing3.14%
- 🛍️ Retail Trade3.06%
- 💻 Electronic Technology3.01%
- 📊 ETFs2.65%
- 🖥️ Technology Services2.6%
- 💇♀️ Consumer Services1.86%
- 🍞 Consumer Non Durables1.64%
- 🚗 Consumer Durables1.11%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq25.04%
- 🇺🇸 NYSE21.24%
- 🌍 Digital Currency14.45%
- 🌍 Commodity3.71%
- 🇬🇧 LSE2.32%
- 🇮🇹 Borsa Italiana1.38%
- 🇫🇷 Euronext Paris0.59%
- 🇭🇰 Hong Kong Exchanges0.25%
- 🇳🇴 Oslo Stock Exchange0.22%
- 🇪🇸 Bolsa De Madrid0.13%
- Abu Dhabi0.09%
- 🇦🇺 Sydney0.09%
- 🇨🇭 SIX0.08%
- 🇩🇰 Copenhagen Stock Exchange0.08%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States35.11%
- 🇨🇦 Canada2.01%
- 🇮🇹 Italy1.56%
- 🇬🇧 United Kingdom0.74%
- 🇫🇷 France0.5%
- 🇳🇴 Norway0.22%
- 🇧🇷 Brazil0.19%
- 🇨🇳 China0.16%
- 🇪🇸 Spain0.13%
- 🇧🇲 Bermuda0.1%
- 🇳🇱 Netherlands0.09%
- 🇦🇺 Australia0.09%
- 🇨🇭 Switzerland0.08%
- 🇩🇰 Denmark0.08%
- 🇭🇰 Hong Kong0.04%
Dividends
Dividend Yield
0.55%
18 out of 33 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $SBUX (2.4%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 OilWorldWide | 0.15% | 2.11% | - |
 MRK | 0.06% | 2.27% | $3.04 |
 CHRW | 0.04% | 2.02% | $2.44 |
 LuxuryBrands | 0.04% | 2.1% | - |
 SBUX | 0.04% | 2.4% | $2.24 |
 JNJ | 0.04% | 1.95% | $4.81 |
 ADI.US | 0.03% | 1.03% | $3.56 |
 SPY | 0.03% | 0.98% | - |
 PCAR | 0.02% | 1.35% | $1.11 |
 DLG.MI | 0.02% | 1.97% | $0.67 |
 GoldWorldWide | 0.02% | 1.07% | - |
 SpaceTech | 0.02% | 0.62% | - |
 QQQ | 0.01% | 0.41% | - |
 META | 0.01% | 0.34% | $1 |
 AMAT | 0.01% | 0.53% | $1.44 |
 Magnificent-7 | 0.01% | 0.31% | - |
 YOU | 0.01% | 1.25% | $0.35 |
 Lumina-AI-WACYEA | 0% | 0.02% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 KMI (OilWorldWide) | Ex-Dividend | Nov 3, 2026 | $0.30 |
 OKE (OilWorldWide) | Ex-Dividend | Nov 3, 2026 | $1.07 |
 LVS (LuxuryBrands) | Ex-Dividend | Nov 4, 2026 | $0.30 |
 EQT (OilWorldWide) | Ex-Dividend | Nov 5, 2026 | $0.17 |
 CCL (LuxuryBrands) | Ex-Dividend | Nov 7, 2026 | $0.15 |
 HWM (SpaceTech) | Ex-Dividend | Nov 7, 2026 | $0.12 |
 AAPL (Magnificent-7) | Ex-Dividend | Nov 10, 2026 | $0.27 |
 LNG (OilWorldWide) | Ex-Dividend | Nov 10, 2026 | $0.56 |
PCAR | Ex-Dividend | Nov 12, 2026 | $0.35 |
 6181.HK (LuxuryBrands) | Ex-Dividend | Nov 12, 2026 | $1.76 |
 EXE (OilWorldWide) | Ex-Dividend | Nov 13, 2026 | $0.57 |
 FANG (OilWorldWide) | Ex-Dividend | Nov 13, 2026 | $1.10 |
 EQNR.OL (OilWorldWide) | Ex-Dividend | Nov 13, 2026 | $0.39 |
SBUX | Ex-Dividend | Nov 14, 2026 | $0.62 |
 WYNN (LuxuryBrands) | Ex-Dividend | Nov 14, 2026 | $0.25 |
 AG (GoldWorldWide) | Ex-Dividend | Nov 14, 2026 | $0.02 |
 ENB (OilWorldWide) | Ex-Dividend | Nov 14, 2026 | $0.71 |
 RTX (SpaceTech) | Ex-Dividend | Nov 14, 2026 | $0.73 |
 HON (SpaceTech) | Ex-Dividend | Nov 14, 2026 | $1.19 |
 XOM (OilWorldWide) | Ex-Dividend | Nov 17, 2026 | $1.03 |
 COP (OilWorldWide) | Ex-Dividend | Nov 17, 2026 | $0.84 |
 TRGP (OilWorldWide) | Pay Day | Nov 17, 2026 | $1.25 |
 PSX (OilWorldWide) | Ex-Dividend | Nov 18, 2026 | $1.27 |
 EQX (GoldWorldWide) | Ex-Dividend | Nov 19, 2026 | $0.01 |
 CVX.US (OilWorldWide) | Ex-Dividend | Nov 19, 2026 | $1.78 |
AMAT | Ex-Dividend | Nov 20, 2026 | $0.53 |
 MAR (LuxuryBrands) | Ex-Dividend | Nov 20, 2026 | $0.73 |
 MSFT (Magnificent-7) | Ex-Dividend | Nov 20, 2026 | $0.91 |
 KGC (GoldWorldWide) | Ex-Dividend | Nov 20, 2026 | $0.04 |
 WPM (GoldWorldWide) | Ex-Dividend | Nov 20, 2026 | $0.20 |
 HLT (LuxuryBrands) | Ex-Dividend | Nov 21, 2026 | $0.15 |
 AU (GoldWorldWide) | Ex-Dividend | Nov 21, 2026 | $1.16 |
 CDE (GoldWorldWide) | Ex-Dividend | Nov 22, 2026 | $0.02 |
 PAAS (GoldWorldWide) | Ex-Dividend | Nov 24, 2026 | $0.18 |
JNJ | Ex-Dividend | Nov 25, 2026 | $1.34 |
 HL (GoldWorldWide) | Ex-Dividend | Nov 26, 2026 | $0.00 |
ADI.US | Ex-Dividend | Dec 1, 2026 | $1.10 |
 B (GoldWorldWide) | Ex-Dividend | Dec 1, 2026 | $0.17 |
 AEM (GoldWorldWide) | Ex-Dividend | Dec 1, 2026 | $0.45 |
 LMT (SpaceTech) | Ex-Dividend | Dec 1, 2026 | $3.45 |
 NOC (SpaceTech) | Ex-Dividend | Dec 1, 2026 | $2.47 |
 BALL (SpaceTech) | Ex-Dividend | Dec 1, 2026 | $0.20 |
 HAL (OilWorldWide) | Ex-Dividend | Dec 2, 2026 | $0.17 |
 SLB (OilWorldWide) | Ex-Dividend | Dec 2, 2026 | $0.29 |
 BF-B (LuxuryBrands) | Ex-Dividend | Dec 3, 2026 | $0.19 |
 NEM (GoldWorldWide) | Ex-Dividend | Dec 3, 2026 | $0.26 |
CHRW | Ex-Dividend | Dec 4, 2026 | $0.63 |
 TPR (LuxuryBrands) | Ex-Dividend | Dec 4, 2026 | $0.40 |
 GOOGL (Magnificent-7) | Ex-Dividend | Dec 4, 2026 | $0.22 |
 SU (OilWorldWide) | Ex-Dividend | Dec 4, 2026 | $0.44 |
 LHX (SpaceTech) | Ex-Dividend | Dec 4, 2026 | $1.25 |
YOU | Ex-Dividend | Dec 10, 2026 | $0.15 |
 NVDA (Magnificent-7) | Ex-Dividend | Dec 10, 2026 | $0.25 |
 AGI (GoldWorldWide) | Ex-Dividend | Dec 10, 2026 | $0.04 |
 FNV (GoldWorldWide) | Ex-Dividend | Dec 10, 2026 | $0.44 |
 BTG.US (GoldWorldWide) | Ex-Dividend | Dec 10, 2026 | $0.02 |
 OXY (OilWorldWide) | Ex-Dividend | Dec 10, 2026 | $0.26 |
NVDA (Lumina-AI-WACYEA) | Ex-Dividend | Dec 10, 2026 | $0.25 |
 WMB (OilWorldWide) | Ex-Dividend | Dec 11, 2026 | $0.53 |
 CNQ (OilWorldWide) | Ex-Dividend | Dec 11, 2026 | $0.47 |
MRK | Ex-Dividend | Dec 15, 2026 | $0.85 |
 DVN (OilWorldWide) | Ex-Dividend | Dec 15, 2026 | $0.32 |
 CVE (OilWorldWide) | Ex-Dividend | Dec 15, 2026 | $0.16 |
 KBR (SpaceTech) | Ex-Dividend | Dec 15, 2026 | $0.17 |
 LDOS (SpaceTech) | Ex-Dividend | Dec 15, 2026 | $0.43 |
 IRDM (SpaceTech) | Ex-Dividend | Dec 15, 2026 | $0.15 |
 RCL (LuxuryBrands) | Ex-Dividend | Dec 17, 2026 | $1.50 |
META | Ex-Dividend | Dec 21, 2026 | $0.53 |
META (Magnificent-7) | Ex-Dividend | Dec 21, 2026 | $0.53 |
 APH (SpaceTech) | Ex-Dividend | Dec 22, 2026 | $0.25 |
 RL (LuxuryBrands) | Ex-Dividend | Dec 25, 2026 | $1.00 |
 CW (SpaceTech) | Ex-Dividend | Dec 25, 2026 | $0.26 |
 TRP (OilWorldWide) | Ex-Dividend | Dec 29, 2026 | $0.65 |
 TTE.PA (OilWorldWide) | Ex-Dividend | Dec 30, 2026 | $1.01 |
 RGLD (GoldWorldWide) | Ex-Dividend | Jan 2, 2027 | $0.47 |
 TOL (LuxuryBrands) | Ex-Dividend | Jan 9, 2027 | $0.26 |
 EOG (OilWorldWide) | Ex-Dividend | Jan 16, 2027 | $1.02 |
 RI.PA (LuxuryBrands) | Ex-Dividend | Jan 22, 2027 | $2.77 |
TRGP (OilWorldWide) | Ex-Dividend | Jan 30, 2027 | $1.25 |
 VLO (OilWorldWide) | Ex-Dividend | Jan 31, 2027 | $1.20 |
 DGE.L (LuxuryBrands) | Ex-Dividend | Feb 25, 2027 | $0.20 |
 NST.ASX (GoldWorldWide) | Ex-Dividend | Mar 6, 2027 | $0.18 |
 PNDORA.CO (LuxuryBrands) | Ex-Dividend | Mar 12, 2027 | $3.42 |
 01928.HK (LuxuryBrands) | Ex-Dividend | Mar 16, 2027 | $0.06 |
 RACE (LuxuryBrands) | Ex-Dividend | Apr 21, 2027 | $4.27 |
 RMS.PA (LuxuryBrands) | Ex-Dividend | Apr 21, 2027 | $14.90 |
 AIR.PA (SpaceTech) | Ex-Dividend | Apr 21, 2027 | $3.78 |
 MC.PA (LuxuryBrands) | Ex-Dividend | Apr 28, 2027 | $8.60 |
 OR.PA (LuxuryBrands) | Ex-Dividend | Apr 29, 2027 | $8.55 |
 EL.PA (LuxuryBrands) | Ex-Dividend | May 5, 2027 | $4.77 |
 1913.HK (LuxuryBrands) | Ex-Dividend | May 6, 2027 | $0.19 |
 MONC.MI (LuxuryBrands) | Ex-Dividend | May 23, 2027 | $1.65 |
 1818.HK (GoldWorldWide) | Ex-Dividend | Jun 3, 2027 | $0.01 |
 2899.HK (GoldWorldWide) | Ex-Dividend | Jul 23, 2027 | $0.02 |
 CFR.ZU (LuxuryBrands) | Ex-Dividend | Sep 16, 2027 | $4.20 |
Performance Metrics
Score 2.4/10
Beta
1.79
1.79
0
0.8
1.2
0
2
Sharpe Ratio
0.06
0.06
0
0.5
1
1.5
1.5
Sortino Ratio
0.1
0.1
0
1
2
3
3
Jensen's Alpha
-14.39
-14.39
-15
0
2
4.5
4.5
Omega Ratio
0.81
0.81
0
1
1.5
2.5
2.5
Treynor Ratio
0.12
0.12
0
0.75
1.25
2
2
Information Ratio
-0.25
-0.25
-1
0.3
0.6
1
1
Calmar Ratio
-0.03
-0.03
-1
0.3
0.6
1
1
Beta
1.79
1.79
0
0.8
1.2
0
2
Sharpe Ratio
0.06
0.06
0
0.5
1
1.5
1.5
Sortino Ratio
0.1
0.1
0
1
2
3
3
Jensen's Alpha
-14.39
-14.39
-15
0
2
4.5
4.5
Omega Ratio
0.81
0.81
0
1
1.5
2.5
2.5
Treynor Ratio
0.12
0.12
0
0.75
1.25
2
2
Information Ratio
-0.25
-0.25
-1
0.3
0.6
1
1
Calmar Ratio
-0.03
-0.03
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
23.1
High:MRK
152.7MRKLow:
UBER
14.34UBERDetails
PEG Ratio
1.78
High:PCAR
7.98PCARLow:
AMZN
0.26AMZNDetails
Price/Book
5.16
High:YOU
22.77YOULow:SBUX
-15.41SBUXDetails
Price/Sales
4.21
High:ADI.US
14.69ADI.USLow:CHRW
0.81CHRWDetails
Price/CF
16.87
High:AMAT
51.1AMATLow:DLG.MI
9.41DLG.MIDetails
Price/FCF
107.87
High:AMZN
325.85AMZNLow:YOU
13.8YOUDetails
P/E Ratio
23.1
High:MRK
152.7MRKLow:UBER
14.34UBERDetails
PEG Ratio
1.78
High:PCAR
7.98PCARLow:AMZN
0.26AMZNDetails
Price/Book
5.16
High:YOU
22.77YOULow:SBUX
-15.41SBUXDetails
Price/Sales
4.21
High:ADI.US
14.69ADI.USLow:CHRW
0.81CHRWDetails
Price/CF
16.87
High:AMAT
51.1AMATLow:DLG.MI
9.41DLG.MIDetails
Price/FCF
107.87
High:AMZN
325.85AMZNLow:YOU
13.8YOUDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-59.99% | May 2021 | Nov 2024 | 42 |
-23.3% | Feb 2025 | - | 21 |
-2.85% | Dec 2024 | Jan 2025 | 1 |