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-0.03%
This Month
+14.81%
Year To Date
+55.67%
2 Years
+66.52%
5 Years
+123.4%
10 Years
+10.57%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash36.09%
- 👥 Copy Trading16.25%
- 🖥️ Technology Services9.08%
- 💻 Electronic Technology8.95%
- 🪙 Cryptocurrencies8.43%
- 🧪 Process Industries6.37%
- 🛍️ Retail Trade6.27%
- 📊 ETFs4.45%
- 💼 Commercial Services2.79%
- 🧬 Health Technology2.01%
- 🍞 Consumer Non Durables0.47%
- 🚗 Consumer Durables0.41%
- 📡 Communications0.35%
- 💰 Finance0.32%
- 🏥 Health Services0.3%
- 🛠️ Producer Manufacturing0.28%
- ⛏️ Energy Minerals0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq23.34%
- 🇺🇸 NYSE17.77%
- 🇬🇧 LSE10.17%
- 🌍 Digital Currency8.97%
- 🇭🇰 Hong Kong Exchanges0.75%
- 🇩🇰 Copenhagen Stock Exchange0.41%
- 🇩🇪 FRA0.4%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States32.3%
- 🇨🇳 China6.16%
- 🇰🇷 South Korea1.73%
- 🇳🇱 Netherlands1.2%
- 🇹🇼 Taiwan1.19%
- 🇩🇰 Denmark0.41%
- 🇩🇪 Germany0.4%
- 🇮🇱 Israel0.28%
- 🇨🇭 Switzerland0.13%
- 🇮🇪 Ireland0.08%
- 🇸🇬 Singapore0.05%
- 🇭🇰 Hong Kong0.04%
- 🇬🇧 United Kingdom0.03%
- 🇨🇦 Canada0.02%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
0.4%
25 out of 64 instruments pay dividend.
31 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% | 1.72% | $2.24 |
 WarrenBuffet-CF | 0.08% | 1.64% | - |
 SMSN.L | 0.03% | 1.69% | $23.68 |
 DividendGrowth | 0.02% | 2.54% | - |
 QCOM | 0.02% | 2.18% | $3.25 |
 JD.US | 0.02% | 3.12% | $0.74 |
 BABA | 0.02% | 0.76% | $0.98 |
 NOVO-B.CO | 0.01% | 3.33% | $9.4 |
 MSFT | 0.01% | 0.67% | $3 |
 TSM | 0.01% | 1.01% | $1.74 |
 MCHI | 0.01% | 2.59% | - |
 ChinaTech | 0.01% | 0.94% | - |
 ASML | 0.01% | 0.78% | $5.57 |
 UNH | 0.01% | 2.73% | $7.74 |
 ISF.L | 0.01% | 3.5% | - |
 INTC | 0.01% | 0.51% | $0.5 |
 01211.HK | 0% | 1.37% | $3.41 |
 IFX.DE | 0% | 1.11% | $0.35 |
 9618.HK | 0% | 3.19% | $2.97 |
 AAPL | 0% | 0.43% | $0.97 |
 META | 0% | 0.27% | $1 |
 V | 0% | 0.69% | $2.01 |
 ADS.DE | 0% | 1.14% | $0.7 |
 MU | 0% | 0.35% | $0.46 |
 NVTKL.L | 0% | 109.46% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 BDX (DividendGrowth) | Ex-Dividend | Sep 8, 2025 | $1.04 |
 ATO (DividendGrowth) | Pay Day | Sep 8, 2025 | $0.87 |
 JNJ (DividendGrowth) | Pay Day | Sep 9, 2025 | $1.30 |
 CVX (DividendGrowth) | Pay Day | Sep 10, 2025 | $1.71 |
 SPGI (DividendGrowth) | Pay Day | Sep 10, 2025 | $0.96 |
CVX (WarrenBuffet-CF) | Pay Day | Sep 10, 2025 | $1.71 |
 OXY (WarrenBuffet-CF) | Ex-Dividend | Sep 10, 2025 | $0.24 |
MSFT | Pay Day | Sep 11, 2025 | $0.83 |
MSFT (DividendGrowth) | Pay Day | Sep 11, 2025 | $0.83 |
 NTES (ChinaTech) | Pay Day | Sep 11, 2025 | $0.57 |
 ADP (DividendGrowth) | Ex-Dividend | Sep 12, 2025 | $1.54 |
 CB (WarrenBuffet-CF) | Ex-Dividend | Sep 12, 2025 | $0.97 |
UNH | Ex-Dividend | Sep 15, 2025 | $2.21 |
 KO (DividendGrowth) | Ex-Dividend | Sep 15, 2025 | $0.51 |
 NEE (DividendGrowth) | Pay Day | Sep 15, 2025 | $0.57 |
 XEL (DividendGrowth) | Ex-Dividend | Sep 15, 2025 | $0.57 |
KO (WarrenBuffet-CF) | Ex-Dividend | Sep 15, 2025 | $0.51 |
UNH (WarrenBuffet-CF) | Ex-Dividend | Sep 15, 2025 | $2.21 |
 DPZ (WarrenBuffet-CF) | Ex-Dividend | Sep 15, 2025 | $1.74 |
TSM | Ex-Dividend | Sep 16, 2025 | $0.82 |
 MCD (DividendGrowth) | Pay Day | Sep 16, 2025 | $1.77 |
 ADI (DividendGrowth) | Pay Day | Sep 16, 2025 | $0.99 |
 NOC (DividendGrowth) | Pay Day | Sep 17, 2025 | $2.31 |
 BBY (DividendGrowth) | Ex-Dividend | Sep 18, 2025 | $0.95 |
 LIN (DividendGrowth) | Pay Day | Sep 18, 2025 | $1.50 |
 EVRG (DividendGrowth) | Pay Day | Sep 19, 2025 | $0.67 |
 669.HK (ChinaTech) | Pay Day | Sep 19, 2025 | $0.16 |
 LHX (DividendGrowth) | Pay Day | Sep 22, 2025 | $1.20 |
UNH | Pay Day | Sep 23, 2025 | $2.21 |
UNH (WarrenBuffet-CF) | Pay Day | Sep 23, 2025 | $2.21 |
QCOM | Pay Day | Sep 25, 2025 | $0.89 |
 LMT (DividendGrowth) | Pay Day | Sep 26, 2025 | $3.30 |
 ELS (DividendGrowth) | Ex-Dividend | Sep 26, 2025 | $0.52 |
 BAC (WarrenBuffet-CF) | Pay Day | Sep 26, 2025 | $0.28 |
 KHC (WarrenBuffet-CF) | Pay Day | Sep 26, 2025 | $0.40 |
 PEP (DividendGrowth) | Pay Day | Sep 30, 2025 | $1.42 |
BDX (DividendGrowth) | Pay Day | Sep 30, 2025 | $1.04 |
 NUE (WarrenBuffet-CF) | Ex-Dividend | Sep 30, 2025 | $0.55 |
DPZ (WarrenBuffet-CF) | Pay Day | Sep 30, 2025 | $1.74 |
KO (DividendGrowth) | Pay Day | Oct 1, 2025 | $0.51 |
 NKE (DividendGrowth) | Pay Day | Oct 1, 2025 | $0.40 |
ADP (DividendGrowth) | Pay Day | Oct 1, 2025 | $1.54 |
 APD (DividendGrowth) | Ex-Dividend | Oct 1, 2025 | $1.79 |
KO (WarrenBuffet-CF) | Pay Day | Oct 1, 2025 | $0.51 |
 KMB (DividendGrowth) | Pay Day | Oct 2, 2025 | $1.26 |
 RSG (DividendGrowth) | Ex-Dividend | Oct 2, 2025 | $0.62 |
 SYY (DividendGrowth) | Ex-Dividend | Oct 3, 2025 | $0.54 |
CB (WarrenBuffet-CF) | Pay Day | Oct 3, 2025 | $0.97 |
 BZ (ChinaTech) | Ex-Dividend | Oct 8, 2025 | $0.17 |
TSM | Pay Day | Oct 9, 2025 | $0.82 |
BBY (DividendGrowth) | Pay Day | Oct 9, 2025 | $0.95 |
 GD (DividendGrowth) | Ex-Dividend | Oct 10, 2025 | $1.50 |
ELS (DividendGrowth) | Pay Day | Oct 10, 2025 | $0.52 |
 0968.HK (ChinaTech) | Pay Day | Oct 10, 2025 | $0.00 |
 YMM (ChinaTech) | Ex-Dividend | Oct 10, 2025 | $0.10 |
RSG (DividendGrowth) | Pay Day | Oct 15, 2025 | $0.62 |
OXY (WarrenBuffet-CF) | Pay Day | Oct 15, 2025 | $0.24 |
XEL (DividendGrowth) | Pay Day | Oct 20, 2025 | $0.57 |
 LOW (DividendGrowth) | Ex-Dividend | Oct 22, 2025 | $1.20 |
BZ (ChinaTech) | Pay Day | Oct 23, 2025 | $0.17 |
SYY (DividendGrowth) | Pay Day | Oct 24, 2025 | $0.54 |
YMM (ChinaTech) | Pay Day | Oct 27, 2025 | $0.10 |
LOW (DividendGrowth) | Pay Day | Nov 5, 2025 | $1.20 |
APD (DividendGrowth) | Pay Day | Nov 10, 2025 | $1.79 |
NUE (WarrenBuffet-CF) | Pay Day | Nov 10, 2025 | $0.55 |
GD (DividendGrowth) | Pay Day | Nov 14, 2025 | $1.50 |
Performance Metrics
Score 4.2/10
Beta
0.91
0.91
0
0.8
1.2
0
2
Sharpe Ratio
0.5
0.5
0
0.5
1
1.5
1.5
Sortino Ratio
0.8
0.8
0
1
2
3
3
Jensen's Alpha
-1.03
-1.03
-2
0
2
4.5
4.5
Omega Ratio
0.85
0.85
0
1
1.5
2.5
2.5
Treynor Ratio
0.84
0.84
0
0.75
1.25
2
2
Information Ratio
-0.2
-0.2
-1
0.3
0.6
1
1
Calmar Ratio
0.28
0.28
0
0.3
0.6
1
1
Beta
0.91
0.91
0
0.8
1.2
0
2
Sharpe Ratio
0.5
0.5
0
0.5
1
1.5
1.5
Sortino Ratio
0.8
0.8
0
1
2
3
3
Jensen's Alpha
-1.03
-1.03
-2
0
2
4.5
4.5
Omega Ratio
0.85
0.85
0
1
1.5
2.5
2.5
Treynor Ratio
0.84
0.84
0
0.75
1.25
2
2
Information Ratio
-0.2
-0.2
-1
0.3
0.6
1
1
Calmar Ratio
0.28
0.28
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
32.4
High:
AMD
87AMDLow:
TEAM
-175.59TEAMDetails
PEG Ratio
378.46
High:
AAPL
24,772.26AAPLLow:TEAM
-1,157.54TEAMDetails
Price/Book
6.52
High:AAPL
54.09AAPLLow:
LUMN
-8.2LUMNDetails
Price/Sales
5.02
High:
SNOW
18.37SNOWLow:
9618.HK
0.279618.HKDetails
Price/CF
19.54
High:
UA
1,391.74UALow:LUMN
0.99LUMNDetails
Price/FCF
63.53
High:
AMZN
175.86AMZNLow:LUMN
4.64LUMNDetails
P/E Ratio
32.4
High:AMD
87AMDLow:TEAM
-175.59TEAMDetails
PEG Ratio
378.46
High:AAPL
24,772.26AAPLLow:TEAM
-1,157.54TEAMDetails
Price/Book
6.52
High:AAPL
54.09AAPLLow:LUMN
-8.2LUMNDetails
Price/Sales
5.02
High:SNOW
18.37SNOWLow:9618.HK
0.279618.HKDetails
Price/CF
19.54
High:UA
1,391.74UALow:LUMN
0.99LUMNDetails
Price/FCF
63.53
High:AMZN
175.86AMZNLow:LUMN
4.64LUMNDetails
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 |
-0.03% | Sep 2025 | - | 1 |