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+0.62%
This Month
+12.94%
Year To Date
+35.28%
2 Years
+40.82%
5 Years
+119.75%
10 Years
+10.01%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash33.67%
- 👥 Copy Trading19.25%
- 🖥️ Technology Services10.36%
- 🧪 Process Industries7.49%
- 🪙 Cryptocurrencies5.98%
- 📊 ETFs5.77%
- 🛍️ Retail Trade5.06%
- 🏥 Health Services3.04%
- 💼 Commercial Services2.84%
- 💻 Electronic Technology2.23%
- 💰 Finance1.77%
- 🚗 Consumer Durables1.05%
- 🧬 Health Technology0.96%
- 🍞 Consumer Non Durables0.8%
- 📡 Communications0.21%
- ⛏️ Energy Minerals0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE23.75%
- 🇺🇸 Nasdaq19.74%
- 🇬🇧 LSE9.19%
- 🌍 Digital Currency6.26%
- 🇭🇰 Hong Kong Exchanges1.54%
- 🇳🇱 Euronext Amsterdam0.84%
- 🇩🇰 Copenhagen Stock Exchange0.19%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States32.78%
- 🇨🇳 China8.81%
- 🇳🇱 Netherlands1.3%
- 🇹🇼 Taiwan0.57%
- 🇮🇹 Italy0.41%
- 🇮🇱 Israel0.27%
- 🇨🇭 Switzerland0.22%
- 🇩🇰 Denmark0.19%
- 🇰🇷 South Korea0.15%
- 🇮🇪 Ireland0.12%
- 🇸🇬 Singapore0.09%
- 🇭🇰 Hong Kong0.07%
- 🇨🇦 Canada0.03%
- 🇬🇧 United Kingdom0.02%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
0.54%
22 out of 66 instruments pay dividend.
7 dividend payments in the next 30 days.
Highest Dividend: $NVTKL.L (109.46%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 OC | 0.18% | 2.42% | $2.24 |
 WarrenBuffet-CF | 0.11% | 1.59% | - |
 UNH | 0.08% | 2.58% | $7.74 |
 JD.US | 0.04% | 3.29% | $0.74 |
 DividendGrowth | 0.02% | 2.59% | - |
 BABA | 0.02% | 0.65% | $0.98 |
 ChinaTech | 0.02% | 1.08% | - |
 MSFT | 0.02% | 0.73% | $3 |
 BLK | 0.01% | 1.94% | $20.2 |
 9618.HK | 0.01% | 3.35% | $2.97 |
 NOVO-B.CO | 0.01% | 3.82% | $9.4 |
 TSM | 0.01% | 0.91% | $1.74 |
 RACE | 0% | 0.89% | $2.64 |
 0700.HK | 0% | 0.74% | $3.4 |
 ASML | 0% | 0.56% | $5.57 |
 PYPL | 0% | 0.23% | - |
 SMSN.L | 0% | 1.21% | $23.68 |
 AAPL | 0% | 0.36% | $0.97 |
 META | 0% | 0.32% | $1 |
 V | 0% | 0.74% | $2.01 |
 BMNR | 0% | 0.03% | - |
 NVTKL.L | 0% | 109.46% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 LHX (DividendGrowth) | Pay Day | Dec 5, 2025 | $1.20 |
 JNJ (DividendGrowth) | Pay Day | Dec 9, 2025 | $1.30 |
 SPGI (DividendGrowth) | Pay Day | Dec 10, 2025 | $0.96 |
MSFT | Pay Day | Dec 11, 2025 | $0.91 |
TSM | Ex-Dividend | Dec 11, 2025 | $0.84 |
MSFT (DividendGrowth) | Pay Day | Dec 11, 2025 | $0.91 |
 DPZ (WarrenBuffet-CF) | Ex-Dividend | Dec 15, 2025 | $1.74 |
DPZ (WarrenBuffet-CF) | Pay Day | Dec 26, 2025 | $1.74 |
 LMT (DividendGrowth) | Pay Day | Dec 30, 2025 | $3.45 |
TSM | Pay Day | Jan 8, 2026 | $0.84 |
Performance Metrics
Score 3.8/10
Beta
0.91
0.91
0
0.8
1.2
0
2
Sharpe Ratio
0.47
0.47
0
0.5
1
1.5
1.5
Sortino Ratio
0.75
0.75
0
1
2
3
3
Jensen's Alpha
-1.92
-1.92
-2
0
2
4.5
4.5
Omega Ratio
0.8
0.8
0
1
1.5
2.5
2.5
Treynor Ratio
0.78
0.78
0
0.75
1.25
2
2
Information Ratio
-0.28
-0.28
-1
0.3
0.6
1
1
Calmar Ratio
0.26
0.26
0
0.3
0.6
1
1
Beta
0.91
0.91
0
0.8
1.2
0
2
Sharpe Ratio
0.47
0.47
0
0.5
1
1.5
1.5
Sortino Ratio
0.75
0.75
0
1
2
3
3
Jensen's Alpha
-1.92
-1.92
-2
0
2
4.5
4.5
Omega Ratio
0.8
0.8
0
1
1.5
2.5
2.5
Treynor Ratio
0.78
0.78
0
0.75
1.25
2
2
Information Ratio
-0.28
-0.28
-1
0.3
0.6
1
1
Calmar Ratio
0.26
0.26
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
30.72
High:
AMD
107.54AMDLow:
TEAM
-222.66TEAMDetails
PEG Ratio
81.21
High:
V
1,180.28VLow:TEAM
-417.36TEAMDetails
Price/Book
7.04
High:
AAPL
56.93AAPLLow:
LUMN
-8.37LUMNDetails
Price/Sales
4.67
High:
BMNR
1,296.22BMNRLow:
9618.HK
0.249618.HKDetails
Price/CF
23.07
High:
MSTR
7,511.07MSTRLow:LUMN
1.25LUMNDetails
Price/FCF
51.86
High:MSTR
1,187.5MSTRLow:LUMN
4.97LUMNDetails
P/E Ratio
30.72
High:AMD
107.54AMDLow:TEAM
-222.66TEAMDetails
PEG Ratio
81.21
High:V
1,180.28VLow:TEAM
-417.36TEAMDetails
Price/Book
7.04
High:AAPL
56.93AAPLLow:LUMN
-8.37LUMNDetails
Price/Sales
4.67
High:BMNR
1,296.22BMNRLow:9618.HK
0.249618.HKDetails
Price/CF
23.07
High:MSTR
7,511.07MSTRLow:LUMN
1.25LUMNDetails
Price/FCF
51.86
High:MSTR
1,187.5MSTRLow:LUMN
4.97LUMNDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-36.83% | Nov 2021 | Sep 2024 | 34 |
-23.82% | Feb 2018 | Nov 2020 | 33 |
-6.56% | Dec 2024 | May 2025 | 5 |
-5.45% | Sep 2021 | Oct 2021 | 1 |
-5.37% | Nov 2025 | - | 2 |
-3% | May 2021 | Jun 2021 | 1 |
-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 |