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-0.6%
This Month
+5.41%
Year To Date
+23.66%
2 Years
+24.06%
5 Years
+129.22%
10 Years
+9.56%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash26.08%
- 👥 Copy Trading22.95%
- 🖥️ Technology Services10.33%
- 🧪 Process Industries6.47%
- 🧩 Miscellaneous5.98%
- 🪙 Cryptocurrencies5.76%
- 💼 Commercial Services5.07%
- 🛍️ Retail Trade2.87%
- 🧬 Health Technology2.69%
- 🚗 Consumer Durables2.68%
- 💻 Electronic Technology2.59%
- 🍞 Consumer Non Durables2.39%
- 💰 Finance1.84%
- 🏥 Health Services1.36%
- 📊 ETFs0.83%
- ⛏️ Energy Minerals0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE23.33%
- 🇺🇸 Nasdaq21.68%
- 🇬🇧 LSE10.03%
- 🌍 Digital Currency5.82%
- 🇭🇰 Hong Kong Exchanges2.75%
- 🇩🇪 Xetra ETFs2.52%
- 🇩🇪 FRA0.76%
- 🇫🇷 Euronext Paris0.7%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States37.65%
- 🇨🇳 China7.43%
- 🇨🇦 Canada0.82%
- 🇩🇪 Germany0.76%
- 🇭🇰 Hong Kong0.3%
- 🇨🇭 Switzerland0.25%
- 🇮🇱 Israel0.23%
- 🇸🇬 Singapore0.15%
- 🇮🇪 Ireland0.08%
- 🇬🇧 United Kingdom0.02%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
0.57%
27 out of 75 instruments pay dividend.
12 dividend payments in the next 30 days.
Highest Dividend: $NVTKL.L (109.46%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 OC | 0.16% | 2.83% | $2.24 |
 WarrenBuffet-CF | 0.09% | 1.36% | - |
 NKE | 0.06% | 4.37% | $1.45 |
 JD.US | 0.04% | 3.7% | $0.74 |
 ChinaTech | 0.03% | 1.44% | - |
 UNH | 0.03% | 2.18% | $7.74 |
 BLK | 0.02% | 2% | $20.2 |
 ZTS | 0.02% | 2.69% | $1.67 |
 DividendGrowth | 0.02% | 2.22% | - |
 PYPL | 0.02% | 0.99% | - |
 BABA | 0.02% | 0.96% | $0.98 |
 ROL | 0.01% | 2.23% | $0.58 |
 ESRT | 0.01% | 2.97% | $0.14 |
 FMC | 0.01% | 6.03% | $2.32 |
 6690.HK | 0.01% | 5.3% | - |
 SAP.DE | 0.01% | 1.23% | $2.2 |
 CRM | 0.01% | 0.73% | $0.4 |
 9618.HK | 0.01% | 3.77% | $2.97 |
 ORCL | 0.01% | 1.5% | $1.6 |
 0700.HK | 0% | 1.31% | $3.4 |
 CE | 0% | 0.25% | $2.8 |
 V | 0% | 0.66% | $2.01 |
 AAPL | 0% | 0.31% | $0.97 |
 BAYN.DE | 0% | 0.25% | $0.11 |
 BMNR | 0% | 0.04% | - |
 ISF.L | 0% | 0.03% | - |
 NVTKL.L | 0% | 109.46% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 LEN (WarrenBuffet-CF) | Pay Day | Oct 22, 2026 | $0.50 |
 NYT (WarrenBuffet-CF) | Pay Day | Oct 22, 2026 | $0.23 |
ORCL | Pay Day | Oct 23, 2026 | $0.50 |
 PG (DividendGrowth) | Ex-Dividend | Oct 24, 2026 | $1.09 |
 MKC (DividendGrowth) | Pay Day | Oct 26, 2026 | $0.48 |
CE | Ex-Dividend | Oct 28, 2026 | $0.03 |
 YMM (ChinaTech) | Pay Day | Oct 28, 2026 | $0.08 |
 TXN (DividendGrowth) | Ex-Dividend | Oct 31, 2026 | $1.42 |
 CASY (DividendGrowth) | Ex-Dividend | Oct 31, 2026 | $0.57 |
 ALLY (WarrenBuffet-CF) | Ex-Dividend | Oct 31, 2026 | $0.30 |
 BMY (DividendGrowth) | Pay Day | Nov 2, 2026 | $0.63 |
 LOW (DividendGrowth) | Pay Day | Nov 4, 2026 | $1.25 |
OC | Pay Day | Nov 5, 2026 | $0.79 |
 DAL (WarrenBuffet-CF) | Pay Day | Nov 5, 2026 | $0.19 |
AAPL | Ex-Dividend | Nov 10, 2026 | $0.27 |
ROL | Ex-Dividend | Nov 10, 2026 | $0.18 |
AAPL (WarrenBuffet-CF) | Ex-Dividend | Nov 10, 2026 | $0.27 |
 AXP (WarrenBuffet-CF) | Pay Day | Nov 10, 2026 | $0.95 |
 NUE (WarrenBuffet-CF) | Pay Day | Nov 10, 2026 | $0.56 |
 SIRI (WarrenBuffet-CF) | Ex-Dividend | Nov 10, 2026 | $0.27 |
V | Ex-Dividend | Nov 11, 2026 | $0.67 |
 TGT (DividendGrowth) | Ex-Dividend | Nov 12, 2026 | $1.14 |
 BRO (DividendGrowth) | Ex-Dividend | Nov 12, 2026 | $0.17 |
 ACN (DividendGrowth) | Pay Day | Nov 13, 2026 | $1.63 |
 KR (DividendGrowth) | Ex-Dividend | Nov 14, 2026 | $0.35 |
 CHD (DividendGrowth) | Ex-Dividend | Nov 14, 2026 | $0.31 |
KR (WarrenBuffet-CF) | Ex-Dividend | Nov 14, 2026 | $0.35 |
 MCO (WarrenBuffet-CF) | Ex-Dividend | Nov 14, 2026 | $1.03 |
 LPX (WarrenBuffet-CF) | Ex-Dividend | Nov 14, 2026 | $0.30 |
 COF (WarrenBuffet-CF) | Ex-Dividend | Nov 17, 2026 | $0.80 |
 EVRG (DividendGrowth) | Ex-Dividend | Nov 18, 2026 | $0.69 |
 CVX.US (DividendGrowth) | Ex-Dividend | Nov 19, 2026 | $1.78 |
CVX.US (WarrenBuffet-CF) | Ex-Dividend | Nov 19, 2026 | $1.78 |
 VRSN (WarrenBuffet-CF) | Ex-Dividend | Nov 19, 2026 | $0.81 |
 MSFT (DividendGrowth) | Ex-Dividend | Nov 20, 2026 | $0.91 |
 SHW (DividendGrowth) | Ex-Dividend | Nov 21, 2026 | $0.80 |
 JNJ (DividendGrowth) | Ex-Dividend | Nov 25, 2026 | $1.34 |
 SPGI (DividendGrowth) | Ex-Dividend | Nov 26, 2026 | $0.97 |
 02018.HK (ChinaTech) | Ex-Dividend | Nov 26, 2026 | $0.04 |
 NEE (DividendGrowth) | Ex-Dividend | Nov 28, 2026 | $0.62 |
NKE | Ex-Dividend | Dec 1, 2026 | $0.41 |
 MCD (DividendGrowth) | Ex-Dividend | Dec 1, 2026 | $1.86 |
NKE (DividendGrowth) | Ex-Dividend | Dec 1, 2026 | $0.41 |
 LMT (DividendGrowth) | Ex-Dividend | Dec 1, 2026 | $3.45 |
 UNP (DividendGrowth) | Ex-Dividend | Dec 1, 2026 | $1.38 |
 NOC (DividendGrowth) | Ex-Dividend | Dec 1, 2026 | $2.47 |
 SLGN (DividendGrowth) | Ex-Dividend | Dec 1, 2026 | $0.21 |
 ADI.US (DividendGrowth) | Ex-Dividend | Dec 1, 2026 | $1.10 |
 FDS (DividendGrowth) | Ex-Dividend | Dec 1, 2026 | $1.16 |
 QCOM (DividendGrowth) | Ex-Dividend | Dec 3, 2026 | $0.92 |
 LIN (DividendGrowth) | Ex-Dividend | Dec 3, 2026 | $1.60 |
 NTES (ChinaTech) | Ex-Dividend | Dec 3, 2026 | $0.72 |
PYPL | Ex-Dividend | Dec 4, 2026 | $0.14 |
 PEP (DividendGrowth) | Ex-Dividend | Dec 4, 2026 | $1.48 |
 LHX (DividendGrowth) | Ex-Dividend | Dec 4, 2026 | $1.25 |
 JKHY (DividendGrowth) | Ex-Dividend | Dec 4, 2026 | $0.61 |
 GOOG (WarrenBuffet-CF) | Ex-Dividend | Dec 4, 2026 | $0.22 |
 BAC (WarrenBuffet-CF) | Ex-Dividend | Dec 4, 2026 | $0.28 |
 KHC (WarrenBuffet-CF) | Ex-Dividend | Dec 4, 2026 | $0.40 |
 GOOGL (WarrenBuffet-CF) | Ex-Dividend | Dec 4, 2026 | $0.22 |
BLK | Ex-Dividend | Dec 8, 2026 | $5.73 |
BMNR | Ex-Dividend | Dec 8, 2026 | $0.01 |
 OXY (WarrenBuffet-CF) | Ex-Dividend | Dec 10, 2026 | $0.26 |
 CNQ (DividendGrowth) | Ex-Dividend | Dec 11, 2026 | $0.47 |
 CB (WarrenBuffet-CF) | Ex-Dividend | Dec 11, 2026 | $1.02 |
UNH | Ex-Dividend | Dec 14, 2026 | $2.21 |
ESRT | Ex-Dividend | Dec 15, 2026 | $0.04 |
 KO (DividendGrowth) | Ex-Dividend | Dec 15, 2026 | $0.53 |
 XEL (DividendGrowth) | Ex-Dividend | Dec 15, 2026 | $0.59 |
KO (WarrenBuffet-CF) | Ex-Dividend | Dec 15, 2026 | $0.53 |
CRM | Ex-Dividend | Dec 17, 2026 | $0.44 |
 BBY (DividendGrowth) | Ex-Dividend | Dec 17, 2026 | $0.96 |
 ELS (DividendGrowth) | Ex-Dividend | Dec 25, 2026 | $0.54 |
 1024.HK (ChinaTech) | Ex-Dividend | Dec 29, 2026 | $0.09 |
FMC | Ex-Dividend | Dec 30, 2026 | $0.08 |
 JOYY (ChinaTech) | Ex-Dividend | Dec 30, 2026 | $1.50 |
NUE (WarrenBuffet-CF) | Ex-Dividend | Dec 30, 2026 | $0.56 |
 CAH (DividendGrowth) | Ex-Dividend | Jan 1, 2027 | $0.52 |
BMY (DividendGrowth) | Ex-Dividend | Jan 2, 2027 | $0.63 |
 RSG (DividendGrowth) | Ex-Dividend | Jan 2, 2027 | $0.63 |
 ROP (DividendGrowth) | Ex-Dividend | Jan 2, 2027 | $0.91 |
 RGLD (DividendGrowth) | Ex-Dividend | Jan 2, 2027 | $0.47 |
LEN (WarrenBuffet-CF) | Ex-Dividend | Jan 7, 2027 | $0.50 |
NYT (WarrenBuffet-CF) | Ex-Dividend | Jan 7, 2027 | $0.23 |
ORCL | Ex-Dividend | Jan 9, 2027 | $0.50 |
AXP (WarrenBuffet-CF) | Ex-Dividend | Jan 9, 2027 | $0.95 |
ACN (DividendGrowth) | Ex-Dividend | Jan 13, 2027 | $1.63 |
MKC (DividendGrowth) | Ex-Dividend | Jan 13, 2027 | $0.48 |
YMM (ChinaTech) | Ex-Dividend | Jan 14, 2027 | $0.08 |
DAL (WarrenBuffet-CF) | Ex-Dividend | Jan 15, 2027 | $0.19 |
OC | Ex-Dividend | Jan 19, 2027 | $0.79 |
ZTS | Ex-Dividend | Jan 20, 2027 | $0.53 |
6690.HK | Ex-Dividend | Feb 3, 2027 | $0.00 |
 0992.HK (ChinaTech) | Ex-Dividend | Feb 5, 2027 | $0.04 |
 669.HK (ChinaTech) | Ex-Dividend | Mar 1, 2027 | $0.17 |
 QFIN (ChinaTech) | Ex-Dividend | Mar 9, 2027 | $0.78 |
9618.HK | Ex-Dividend | Apr 8, 2027 | $0.50 |
JD.US | Ex-Dividend | Apr 9, 2027 | $1.00 |
JD.US (ChinaTech) | Ex-Dividend | Apr 9, 2027 | $1.00 |
BAYN.DE | Ex-Dividend | Apr 27, 2027 | $0.13 |
SAP.DE | Ex-Dividend | May 6, 2027 | $2.95 |
0700.HK | Ex-Dividend | May 15, 2027 | $0.68 |
0700.HK (ChinaTech) | Ex-Dividend | May 15, 2027 | $0.68 |
 3888.HK (ChinaTech) | Ex-Dividend | Jun 1, 2027 | $0.00 |
 1347.HK | Ex-Dividend | Jun 3, 2027 | $0.02 |
1347.HK (ChinaTech) | Ex-Dividend | Jun 3, 2027 | $0.02 |
 02382.HK (ChinaTech) | Ex-Dividend | Jun 5, 2027 | $0.17 |
BABA | Ex-Dividend | Jun 11, 2027 | $1.05 |
BABA (ChinaTech) | Ex-Dividend | Jun 11, 2027 | $1.05 |
 00285.HK (ChinaTech) | Ex-Dividend | Jun 11, 2027 | $0.02 |
 00763.HK (ChinaTech) | Ex-Dividend | Jun 22, 2027 | $0.01 |
 BZ (ChinaTech) | Ex-Dividend | Sep 28, 2027 | $0.17 |
Performance Metrics
Score 3.9/10
Beta
0.9
0.9
0
0.8
1.2
0
2
Sharpe Ratio
0.48
0.48
0
0.5
1
1.5
1.5
Sortino Ratio
0.76
0.76
0
1
2
3
3
Jensen's Alpha
-1.83
-1.83
-2
0
2
4.5
4.5
Omega Ratio
0.79
0.79
0
1
1.5
2.5
2.5
Treynor Ratio
0.78
0.78
0
0.75
1.25
2
2
Information Ratio
-0.29
-0.29
-1
0.3
0.6
1
1
Calmar Ratio
0.27
0.27
0
0.3
0.6
1
1
Beta
0.9
0.9
0
0.8
1.2
0
2
Sharpe Ratio
0.48
0.48
0
0.5
1
1.5
1.5
Sortino Ratio
0.76
0.76
0
1
2
3
3
Jensen's Alpha
-1.83
-1.83
-2
0
2
4.5
4.5
Omega Ratio
0.79
0.79
0
1
1.5
2.5
2.5
Treynor Ratio
0.78
0.78
0
0.75
1.25
2
2
Information Ratio
-0.29
-0.29
-1
0.3
0.6
1
1
Calmar Ratio
0.27
0.27
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
41.33
High:
TSLA
351.88TSLALow:
TEAM
-1,051.6TEAMDetails
PEG Ratio
7.49
High:
TTD
75.24TTDLow:
OGI
0OGIDetails
Price/Book
5.52
High:TEAM
47.08TEAMLow:NVTKL.L
0.01NVTKL.LDetails
Price/Sales
3.19
High:
RGTI
378.06RGTILow:JD.US
0.2JD.USDetails
Price/CF
22.04
High:
MSTR
7,511.07MSTRLow:ESRT
4.06ESRTDetails
Price/FCF
36.56
High:BABA
1,196.17BABALow:PYPL
6.14PYPLDetails
P/E Ratio
41.33
High:TSLA
351.88TSLALow:TEAM
-1,051.6TEAMDetails
PEG Ratio
7.49
High:TTD
75.24TTDLow:OGI
0OGIDetails
Price/Book
5.52
High:TEAM
47.08TEAMLow:NVTKL.L
0.01NVTKL.LDetails
Price/Sales
3.19
High:RGTI
378.06RGTILow:JD.US
0.2JD.USDetails
Price/CF
22.04
High:MSTR
7,511.07MSTRLow:ESRT
4.06ESRTDetails
Price/FCF
36.56
High:BABA
1,196.17BABALow:PYPL
6.14PYPLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-36.83% | Nov 2021 | Sep 2024 | 34 |
-23.82% | Feb 2018 | Nov 2020 | 33 |
-11.14% | Nov 2025 | Aug 2026 | 9 |
-6.56% | Dec 2024 | May 2025 | 5 |
-5.45% | Sep 2021 | Oct 2021 | 1 |
-3% | May 2021 | Jun 2021 | 1 |
-2.88% | Sep 2026 | - | 2 |
-2.75% | Mar 2021 | Apr 2021 | 1 |
-2.47% | Sep 2017 | Oct 2017 | 1 |
-1.05% | Oct 2024 | Nov 2024 | 1 |
-0.24% | Jul 2021 | Aug 2021 | 1 |