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+0.35%
Today
+2.11%
This Month
-14.76%
Year To Date
+66.49%
2 Years
+476.28%
5 Years
-33.63%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading48.98%
- 📊 ETFs29.58%
- 🚗 Consumer Durables10.23%
- 💻 Electronic Technology6.29%
- 🪙 Cryptocurrencies2.41%
- 💵 Cash0.38%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq53.28%
- 🇺🇸 NYSE41.61%
- 🌍 Digital Currency2.41%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States56.57%
- 🇨🇳 China1.64%
- 🇬🇧 United Kingdom0.71%
- 🇮🇱 Israel0.57%
- 🇺🇾 Uruguay0.46%
- 🇹🇼 Taiwan0.43%
- 🇦🇷 Argentina0.43%
- 🇮🇪 Ireland0.3%
- 🇨🇦 Canada0.17%
- 🇱🇺 Luxembourg0.17%
- 🇩🇰 Denmark0.15%
- 🇳🇱 Netherlands0.14%
Dividends
Dividend Yield
0.53%
8 out of 11 instruments pay dividend.
12 dividend payments in the next 30 days.
Highest Dividend: $VOO (1.36%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 VOO | 0.14% | 1.36% | - |
 SPY | 0.14% | 1.28% | - |
 StanleyDruck13F | 0.11% | 0.87% | - |
 Cuccunuru | 0.08% | 0.33% | - |
 BigTech | 0.02% | 0.4% | - |
 AAPL | 0.02% | 0.52% | $0.97 |
 AI-Revolution | 0.02% | 0.26% | - |
 NVDA | 0% | 0.04% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 WFC (StanleyDruck13F) | Ex-Dividend | May 9, 2025 | $0.40 |
 TFC (StanleyDruck13F) | Ex-Dividend | May 9, 2025 | $0.52 |
 NVT (StanleyDruck13F) | Pay Day | May 9, 2025 | $0.20 |
AAPL | Ex-Dividend | May 12, 2025 | $0.26 |
AAPL (BigTech) | Ex-Dividend | May 12, 2025 | $0.26 |
 X (StanleyDruck13F) | Ex-Dividend | May 12, 2025 | $0.05 |
 DAL (StanleyDruck13F) | Ex-Dividend | May 13, 2025 | $0.15 |
AAPL | Pay Day | May 15, 2025 | $0.26 |
 MSFT (Cuccunuru) | Ex-Dividend | May 15, 2025 | $0.83 |
AAPL (BigTech) | Pay Day | May 15, 2025 | $0.26 |
MSFT (BigTech) | Ex-Dividend | May 15, 2025 | $0.83 |
 KMI (StanleyDruck13F) | Pay Day | May 15, 2025 | $0.29 |
MSFT (AI-Revolution) | Ex-Dividend | May 15, 2025 | $0.83 |
 ACN (AI-Revolution) | Pay Day | May 15, 2025 | $1.48 |
 LLY (StanleyDruck13F) | Ex-Dividend | May 16, 2025 | $1.50 |
 GEV (StanleyDruck13F) | Pay Day | May 16, 2025 | $0.25 |
 BWXT (StanleyDruck13F) | Ex-Dividend | May 19, 2025 | $0.25 |
 AMAT (Cuccunuru) | Ex-Dividend | May 22, 2025 | $0.46 |
AMAT (BigTech) | Ex-Dividend | May 22, 2025 | $0.46 |
 WWD (StanleyDruck13F) | Ex-Dividend | May 22, 2025 | $0.28 |
 DFS (StanleyDruck13F) | Ex-Dividend | May 23, 2025 | $0.70 |
 FCNCA (StanleyDruck13F) | Ex-Dividend | May 30, 2025 | $1.95 |
WFC (StanleyDruck13F) | Pay Day | Jun 1, 2025 | $0.40 |
TFC (StanleyDruck13F) | Pay Day | Jun 2, 2025 | $0.52 |
DAL (StanleyDruck13F) | Pay Day | Jun 3, 2025 | $0.15 |
 WDC (StanleyDruck13F) | Ex-Dividend | Jun 4, 2025 | $0.10 |
 QCOM (BigTech) | Ex-Dividend | Jun 5, 2025 | $0.89 |
DFS (StanleyDruck13F) | Pay Day | Jun 5, 2025 | $0.70 |
 SLM (StanleyDruck13F) | Ex-Dividend | Jun 5, 2025 | $0.13 |
WWD (StanleyDruck13F) | Pay Day | Jun 5, 2025 | $0.28 |
BWXT (StanleyDruck13F) | Pay Day | Jun 5, 2025 | $0.25 |
 GOOG (Cuccunuru) | Ex-Dividend | Jun 9, 2025 | $0.21 |
 GOOGL (BigTech) | Ex-Dividend | Jun 9, 2025 | $0.21 |
GOOGL (StanleyDruck13F) | Ex-Dividend | Jun 9, 2025 | $0.21 |
GOOGL (AI-Revolution) | Ex-Dividend | Jun 9, 2025 | $0.21 |
LLY (StanleyDruck13F) | Pay Day | Jun 10, 2025 | $1.50 |
X (StanleyDruck13F) | Pay Day | Jun 11, 2025 | $0.05 |
MSFT (Cuccunuru) | Pay Day | Jun 12, 2025 | $0.83 |
AMAT (Cuccunuru) | Pay Day | Jun 12, 2025 | $0.46 |
MSFT (BigTech) | Pay Day | Jun 12, 2025 | $0.83 |
AMAT (BigTech) | Pay Day | Jun 12, 2025 | $0.46 |
 TSM (BigTech) | Ex-Dividend | Jun 12, 2025 | $0.68 |
TSM (StanleyDruck13F) | Ex-Dividend | Jun 12, 2025 | $0.68 |
MSFT (AI-Revolution) | Pay Day | Jun 12, 2025 | $0.83 |
TSM (AI-Revolution) | Ex-Dividend | Jun 12, 2025 | $0.68 |
 FHN (StanleyDruck13F) | Ex-Dividend | Jun 13, 2025 | $0.15 |
GOOG (Cuccunuru) | Pay Day | Jun 16, 2025 | $0.21 |
GOOGL (BigTech) | Pay Day | Jun 16, 2025 | $0.21 |
GOOGL (StanleyDruck13F) | Pay Day | Jun 16, 2025 | $0.21 |
SLM (StanleyDruck13F) | Pay Day | Jun 16, 2025 | $0.13 |
 TECK (StanleyDruck13F) | Ex-Dividend | Jun 16, 2025 | $0.09 |
FCNCA (StanleyDruck13F) | Pay Day | Jun 16, 2025 | $1.95 |
GOOGL (AI-Revolution) | Pay Day | Jun 16, 2025 | $0.21 |
 HBAN (StanleyDruck13F) | Ex-Dividend | Jun 17, 2025 | $0.16 |
WDC (StanleyDruck13F) | Pay Day | Jun 18, 2025 | $0.10 |
 VST (StanleyDruck13F) | Ex-Dividend | Jun 18, 2025 | $0.22 |
 DIS (Cuccunuru) | Ex-Dividend | Jun 24, 2025 | $0.50 |
QCOM (BigTech) | Pay Day | Jun 26, 2025 | $0.89 |
VST (StanleyDruck13F) | Pay Day | Jun 30, 2025 | $0.22 |
TECK (StanleyDruck13F) | Pay Day | Jun 30, 2025 | $0.09 |
HBAN (StanleyDruck13F) | Pay Day | Jul 1, 2025 | $0.16 |
FHN (StanleyDruck13F) | Pay Day | Jul 1, 2025 | $0.15 |
TSM (BigTech) | Pay Day | Jul 10, 2025 | $0.68 |
TSM (StanleyDruck13F) | Pay Day | Jul 10, 2025 | $0.68 |
TSM (AI-Revolution) | Pay Day | Jul 10, 2025 | $0.68 |
DIS (Cuccunuru) | Pay Day | Jul 23, 2025 | $0.50 |
Performance Metrics
Score 2.3/10
Beta
1.64
1.64
0
0.8
1.2
0
2
Sharpe Ratio
-0.02
-0.02
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.02
-0.02
-1
1
2
3
3
Jensen's Alpha
-15.71
-15.71
-16
0
2
4.5
4.5
Omega Ratio
0.89
0.89
0
1
1.5
2.5
2.5
Treynor Ratio
-0.06
-0.06
-1
0.75
1.25
2
2
Information Ratio
-0.14
-0.14
-1
0.3
0.6
1
1
Calmar Ratio
-0.34
-0.34
-1
0.3
0.6
1
1
Beta
1.64
1.64
0
0.8
1.2
0
2
Sharpe Ratio
-0.02
-0.02
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.02
-0.02
-1
1
2
3
3
Jensen's Alpha
-15.71
-15.71
-16
0
2
4.5
4.5
Omega Ratio
0.89
0.89
0
1
1.5
2.5
2.5
Treynor Ratio
-0.06
-0.06
-1
0.75
1.25
2
2
Information Ratio
-0.14
-0.14
-1
0.3
0.6
1
1
Calmar Ratio
-0.34
-0.34
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
45.19
High:
TSLA
151.42TSLALow:
AAPL
30.98AAPLDetails
PEG Ratio
26.41
High:
NVDA
26.41NVDALow:NVDA
26.41NVDADetails
Price/Book
22.45
High:AAPL
44.4AAPLLow:TSLA
11.88TSLADetails
Price/Sales
9.99
High:NVDA
21.5NVDALow:AAPL
7.47AAPLDetails
Price/CF
40.69
High:NVDA
54.98NVDALow:AAPL
29.95AAPLDetails
Price/FCF
57.83
High:TSLA
134.59TSLALow:AAPL
39.44AAPLDetails
P/E Ratio
45.19
High:TSLA
151.42TSLALow:AAPL
30.98AAPLDetails
PEG Ratio
26.41
High:NVDA
26.41NVDALow:NVDA
26.41NVDADetails
Price/Book
22.45
High:AAPL
44.4AAPLLow:TSLA
11.88TSLADetails
Price/Sales
9.99
High:NVDA
21.5NVDALow:AAPL
7.47AAPLDetails
Price/CF
40.69
High:NVDA
54.98NVDALow:AAPL
29.95AAPLDetails
Price/FCF
57.83
High:TSLA
134.59TSLALow:AAPL
39.44AAPLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-99.59% | Jan 2018 | - | 89 |
-5.4% | Sep 2017 | Oct 2017 | 1 |