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+0.38%
Today
+5.02%
This Month
+12.3%
Year To Date
+40.88%
2 Years
+70.38%
5 Years
+10.49%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash32.79%
- 👥 Copy Trading16.1%
- 🖥️ Technology Services12.64%
- 💻 Electronic Technology12.32%
- 🪙 Cryptocurrencies9.99%
- 🧪 Process Industries5.63%
- 🛍️ Retail Trade4.23%
- 📊 ETFs4.18%
- 💼 Commercial Services2.31%
- 🧬 Health Technology1.4%
- 🚗 Consumer Durables0.38%
- 🛠️ Producer Manufacturing0.33%
- 🍞 Consumer Non Durables0.24%
- 📡 Communications0.23%
- 💰 Finance0.23%
- ⛏️ Energy Minerals0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq27.66%
- 🇺🇸 NYSE15.94%
- 🌍 Digital Currency10.54%
- 🇬🇧 LSE9.94%
- 🇭🇰 Hong Kong Exchanges0.81%
- 🇩🇪 FRA0.38%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States36.06%
- 🇨🇳 China4%
- 🇹🇼 Taiwan2.2%
- 🇰🇷 South Korea1.67%
- 🇳🇱 Netherlands1.13%
- 🇩🇪 Germany0.38%
- 🇱🇺 Luxembourg0.2%
- 🇮🇱 Israel0.18%
- 🇨🇭 Switzerland0.12%
- 🇮🇪 Ireland0.08%
- 🇸🇬 Singapore0.05%
- 🇭🇰 Hong Kong0.04%
- 🇨🇦 Canada0.03%
- 🇬🇧 United Kingdom0.03%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
0.38%
23 out of 64 instruments pay dividend.
19 dividend payments in the next 30 days.
Highest Dividend: $NVTKL.L (109.46%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 OC | 0.11% | 1.91% | $2.24 |
 WarrenBuffet-CF | 0.07% | 1.67% | - |
 SMSN.L | 0.03% | 1.95% | $23.68 |
 INTC | 0.02% | 2.16% | $0.5 |
 DividendGrowth | 0.02% | 2.55% | - |
 TSM | 0.02% | 0.95% | $1.74 |
 QCOM | 0.02% | 2.22% | $3.25 |
 JD.US | 0.02% | 2.89% | $0.74 |
 MSFT | 0.01% | 0.65% | $3 |
 ChinaTech | 0.01% | 1.1% | - |
 ASML | 0.01% | 0.83% | $5.57 |
 ISF.L | 0.01% | 3.54% | - |
 MCHI | 0.01% | 2.04% | - |
 BABA | 0% | 0.86% | $0.98 |
 01211.HK | 0% | 1.15% | $3.41 |
 IFX.DE | 0% | 0.92% | $0.35 |
 9618.HK | 0% | 3.03% | $2.97 |
 AAPL | 0% | 0.48% | $0.97 |
 META | 0% | 0.29% | $1 |
 MU | 0% | 0.4% | $0.46 |
 NVDA | 0% | 0.02% | $0.02 |
 0700.HK | 0% | 0.87% | $3.4 |
 NVTKL.L | 0% | 109.46% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
OC | Ex-Dividend | Jul 21, 2025 | $0.69 |
 MKC (DividendGrowth) | Pay Day | Jul 21, 2025 | $0.45 |
MU | Pay Day | Jul 22, 2025 | $0.12 |
 LOW (DividendGrowth) | Ex-Dividend | Jul 23, 2025 | $1.20 |
 SYY (DividendGrowth) | Pay Day | Jul 25, 2025 | $0.54 |
01211.HK | Pay Day | Jul 29, 2025 | $0.55 |
ASML | Ex-Dividend | Jul 29, 2025 | $1.86 |
 0992.HK (ChinaTech) | Ex-Dividend | Jul 30, 2025 | $0.04 |
 STZ (WarrenBuffet-CF) | Ex-Dividend | Jul 30, 2025 | $1.02 |
 EIX (DividendGrowth) | Pay Day | Jul 31, 2025 | $0.83 |
 TXN (DividendGrowth) | Ex-Dividend | Jul 31, 2025 | $1.36 |
 CASY (DividendGrowth) | Ex-Dividend | Aug 1, 2025 | $0.57 |
 ALLY (WarrenBuffet-CF) | Ex-Dividend | Aug 1, 2025 | $0.30 |
 AON (WarrenBuffet-CF) | Ex-Dividend | Aug 1, 2025 | $0.74 |
ASML | Pay Day | Aug 6, 2025 | $1.86 |
LOW (DividendGrowth) | Pay Day | Aug 6, 2025 | $1.20 |
OC | Pay Day | Aug 7, 2025 | $0.69 |
 GD (DividendGrowth) | Pay Day | Aug 8, 2025 | $1.50 |
 AXP (WarrenBuffet-CF) | Pay Day | Aug 8, 2025 | $0.82 |
 MA (WarrenBuffet-CF) | Pay Day | Aug 8, 2025 | $0.76 |
TXN (DividendGrowth) | Pay Day | Aug 12, 2025 | $1.36 |
 TGT (DividendGrowth) | Ex-Dividend | Aug 13, 2025 | $1.14 |
0992.HK (ChinaTech) | Pay Day | Aug 13, 2025 | $0.04 |
STZ (WarrenBuffet-CF) | Pay Day | Aug 14, 2025 | $1.02 |
 PG (DividendGrowth) | Pay Day | Aug 15, 2025 | $1.06 |
 CL (DividendGrowth) | Pay Day | Aug 15, 2025 | $0.52 |
 SHW (DividendGrowth) | Ex-Dividend | Aug 15, 2025 | $0.79 |
CASY (DividendGrowth) | Pay Day | Aug 15, 2025 | $0.57 |
 KR (WarrenBuffet-CF) | Ex-Dividend | Aug 15, 2025 | $0.35 |
ALLY (WarrenBuffet-CF) | Pay Day | Aug 15, 2025 | $0.30 |
AON (WarrenBuffet-CF) | Pay Day | Aug 15, 2025 | $0.74 |
MSFT | Ex-Dividend | Aug 21, 2025 | $0.83 |
MSFT (DividendGrowth) | Ex-Dividend | Aug 21, 2025 | $0.83 |
 JNJ (DividendGrowth) | Ex-Dividend | Aug 26, 2025 | $1.30 |
 SPGI (DividendGrowth) | Ex-Dividend | Aug 26, 2025 | $0.96 |
TGT (DividendGrowth) | Pay Day | Sep 1, 2025 | $1.14 |
KR (WarrenBuffet-CF) | Pay Day | Sep 1, 2025 | $0.35 |
 LMT (DividendGrowth) | Ex-Dividend | Sep 2, 2025 | $3.30 |
QCOM | Ex-Dividend | Sep 4, 2025 | $0.89 |
SHW (DividendGrowth) | Pay Day | Sep 5, 2025 | $0.79 |
 LHX (DividendGrowth) | Ex-Dividend | Sep 5, 2025 | $1.20 |
JNJ (DividendGrowth) | Pay Day | Sep 9, 2025 | $1.30 |
SPGI (DividendGrowth) | Pay Day | Sep 10, 2025 | $0.96 |
MSFT | Pay Day | Sep 11, 2025 | $0.83 |
MSFT (DividendGrowth) | Pay Day | Sep 11, 2025 | $0.83 |
 KO (DividendGrowth) | Ex-Dividend | Sep 15, 2025 | $0.51 |
KO (WarrenBuffet-CF) | Ex-Dividend | Sep 15, 2025 | $0.51 |
TSM | Ex-Dividend | Sep 16, 2025 | $0.82 |
LHX (DividendGrowth) | Pay Day | Sep 22, 2025 | $1.20 |
QCOM | Pay Day | Sep 25, 2025 | $0.89 |
LMT (DividendGrowth) | Pay Day | Sep 26, 2025 | $3.30 |
KO (DividendGrowth) | Pay Day | Oct 1, 2025 | $0.51 |
 APD (DividendGrowth) | Ex-Dividend | Oct 1, 2025 | $1.79 |
KO (WarrenBuffet-CF) | Pay Day | Oct 1, 2025 | $0.51 |
TSM | Pay Day | Oct 9, 2025 | $0.82 |
APD (DividendGrowth) | Pay Day | Nov 10, 2025 | $1.79 |
Performance Metrics
Score 4/10
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
0.74
0.74
0
1
2
3
3
Jensen's Alpha
-1.29
-1.29
-2
0
2
4.5
4.5
Omega Ratio
0.84
0.84
0
1
1.5
2.5
2.5
Treynor Ratio
0.78
0.78
0
0.75
1.25
2
2
Information Ratio
-0.22
-0.22
-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
0.74
0.74
0
1
2
3
3
Jensen's Alpha
-1.29
-1.29
-2
0
2
4.5
4.5
Omega Ratio
0.84
0.84
0
1
1.5
2.5
2.5
Treynor Ratio
0.78
0.78
0
0.75
1.25
2
2
Information Ratio
-0.22
-0.22
-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
41.52
High:
PLTR
670.39PLTRLow:
TEAM
-118.28TEAMDetails
PEG Ratio
138.66
High:
COIN
1,544.76COINLow:
ILMN
-61.63ILMNDetails
Price/Book
10.61
High:PLTR
66.79PLTRLow:
NVTKL.L
0.01NVTKL.LDetails
Price/Sales
8.04
High:
MSTR
236.34MSTRLow:
9618.HK
0.39618.HKDetails
Price/CF
22.27
High:MSTR
7,511.07MSTRLow:
LUMN
0.9LUMNDetails
Price/FCF
49.36
High:MSTR
1,187.5MSTRLow:LUMN
3.82LUMNDetails
P/E Ratio
41.52
High:PLTR
670.39PLTRLow:TEAM
-118.28TEAMDetails
PEG Ratio
138.66
High:COIN
1,544.76COINLow:ILMN
-61.63ILMNDetails
Price/Book
10.61
High:PLTR
66.79PLTRLow:NVTKL.L
0.01NVTKL.LDetails
Price/Sales
8.04
High:MSTR
236.34MSTRLow:9618.HK
0.39618.HKDetails
Price/CF
22.27
High:MSTR
7,511.07MSTRLow:LUMN
0.9LUMNDetails
Price/FCF
49.36
High:MSTR
1,187.5MSTRLow:LUMN
3.82LUMNDetails
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 |
-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 |