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+7.19%
This Month
+1.09%
Year To Date
+26.85%
2 Years
+28.09%
5 Years
+119.84%
10 Years
+9.61%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash35.05%
- 👥 Copy Trading17.97%
- 🖥️ Technology Services8.27%
- 🧪 Process Industries7.38%
- 🪙 Cryptocurrencies4.78%
- 🧩 Miscellaneous4.76%
- 💻 Electronic Technology4.11%
- 💼 Commercial Services3.6%
- 💰 Finance3.56%
- 🛍️ Retail Trade2.46%
- 🏥 Health Services2.34%
- 🍞 Consumer Non Durables1.19%
- 🚗 Consumer Durables1.13%
- 📊 ETFs1.05%
- 🌾 Commodities0.58%
- 🪨 Non Energy Minerals0.45%
- 🧬 Health Technology0.44%
- 📡 Communications0.17%
- ⛏️ Energy Minerals0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE21.44%
- 🇺🇸 Nasdaq21.28%
- 🇬🇧 LSE8.91%
- 🌍 Digital Currency4.91%
- 🇭🇰 Hong Kong Exchanges1.85%
- 🌍 Commodity0.58%
- 🇩🇪 FRA0.01%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States37.7%
- 🇨🇳 China4.2%
- 🇨🇦 Canada0.48%
- 🇮🇹 Italy0.36%
- 🇨🇭 Switzerland0.26%
- 🇮🇱 Israel0.25%
- 🇭🇰 Hong Kong0.09%
- 🇮🇪 Ireland0.09%
- 🇸🇬 Singapore0.08%
- 🇬🇧 United Kingdom0.03%
- 🇩🇪 Germany0.01%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
0.49%
22 out of 67 instruments pay dividend.
21 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% | 2.39% | $2.24 |
 WarrenBuffet-CF | 0.1% | 1.65% | - |
 UNH | 0.06% | 2.72% | $7.74 |
 JD.US | 0.04% | 3.12% | $0.74 |
 BLK | 0.02% | 2.03% | $20.2 |
 DividendGrowth | 0.02% | 2.25% | - |
 NKE | 0.01% | 3.48% | $1.45 |
 EL | 0.01% | 1.8% | $2.64 |
 ChinaTech | 0.01% | 0.98% | - |
 PYPL | 0.01% | 0.55% | - |
 9618.HK | 0.01% | 3.2% | $2.97 |
 CRM | 0.01% | 0.9% | $0.4 |
 RACE | 0% | 1.14% | $2.64 |
 0700.HK | 0% | 1.02% | $3.4 |
 BABA | 0% | 0.73% | $0.98 |
 AAPL | 0% | 0.38% | $0.97 |
 V | 0% | 0.8% | $2.01 |
 BMNR | 0% | 0.04% | - |
 ISF.L | 0% | 0.03% | - |
 NVTKL.L | 0% | 109.46% | - |
 BAYN.DE | 0% | 0.27% | $0.11 |
 AVGO | 0% | -0.62% | $-19.7 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
CRM | Pay Day | Apr 23, 2026 | $0.44 |
9618.HK | Pay Day | Apr 23, 2026 | $0.50 |
 PG (DividendGrowth) | Ex-Dividend | Apr 24, 2026 | $1.09 |
 MKC (DividendGrowth) | Pay Day | Apr 27, 2026 | $0.48 |
JD.US | Pay Day | Apr 29, 2026 | $1.00 |
JD.US (ChinaTech) | Pay Day | Apr 29, 2026 | $1.00 |
 STZ (WarrenBuffet-CF) | Ex-Dividend | Apr 29, 2026 | $1.03 |
 BMY (DividendGrowth) | Pay Day | May 1, 2026 | $0.63 |
 CASY (DividendGrowth) | Ex-Dividend | May 1, 2026 | $0.57 |
 ALLY (WarrenBuffet-CF) | Ex-Dividend | May 1, 2026 | $0.30 |
 AON (WarrenBuffet-CF) | Ex-Dividend | May 1, 2026 | $0.82 |
RACE | Pay Day | May 5, 2026 | $4.27 |
 TXN (DividendGrowth) | Ex-Dividend | May 5, 2026 | $1.42 |
 LOW (DividendGrowth) | Pay Day | May 6, 2026 | $1.20 |
 LEN (WarrenBuffet-CF) | Pay Day | May 6, 2026 | $0.50 |
 JOYY (ChinaTech) | Pay Day | May 8, 2026 | $0.99 |
 AXP (WarrenBuffet-CF) | Pay Day | May 8, 2026 | $0.95 |
 MA (WarrenBuffet-CF) | Pay Day | May 8, 2026 | $0.87 |
 NUE (WarrenBuffet-CF) | Pay Day | May 11, 2026 | $0.56 |
 TGT (DividendGrowth) | Ex-Dividend | May 13, 2026 | $1.14 |
 669.HK (ChinaTech) | Ex-Dividend | May 14, 2026 | $0.17 |
 QFIN (ChinaTech) | Pay Day | May 14, 2026 | $0.78 |
STZ (WarrenBuffet-CF) | Pay Day | May 14, 2026 | $1.03 |
0700.HK | Ex-Dividend | May 15, 2026 | $0.68 |
PG (DividendGrowth) | Pay Day | May 15, 2026 | $1.09 |
 ACN (DividendGrowth) | Pay Day | May 15, 2026 | $1.63 |
 KR (DividendGrowth) | Ex-Dividend | May 15, 2026 | $0.35 |
CASY (DividendGrowth) | Pay Day | May 15, 2026 | $0.57 |
0700.HK (ChinaTech) | Ex-Dividend | May 15, 2026 | $0.68 |
KR (WarrenBuffet-CF) | Ex-Dividend | May 15, 2026 | $0.35 |
ALLY (WarrenBuffet-CF) | Pay Day | May 15, 2026 | $0.30 |
AON (WarrenBuffet-CF) | Pay Day | May 15, 2026 | $0.82 |
TXN (DividendGrowth) | Pay Day | May 19, 2026 | $1.42 |
 MSFT (DividendGrowth) | Ex-Dividend | May 21, 2026 | $0.91 |
 JNJ (DividendGrowth) | Ex-Dividend | May 26, 2026 | $1.34 |
 02018.HK (ChinaTech) | Ex-Dividend | May 26, 2026 | $0.04 |
0700.HK | Pay Day | Jun 1, 2026 | $0.68 |
TGT (DividendGrowth) | Pay Day | Jun 1, 2026 | $1.14 |
KR (DividendGrowth) | Pay Day | Jun 1, 2026 | $0.35 |
0700.HK (ChinaTech) | Pay Day | Jun 1, 2026 | $0.68 |
KR (WarrenBuffet-CF) | Pay Day | Jun 1, 2026 | $0.35 |
 QCOM (DividendGrowth) | Ex-Dividend | Jun 4, 2026 | $0.92 |
JNJ (DividendGrowth) | Pay Day | Jun 9, 2026 | $1.34 |
MSFT (DividendGrowth) | Pay Day | Jun 11, 2026 | $0.91 |
 02382.HK (ChinaTech) | Ex-Dividend | Jun 11, 2026 | $0.17 |
02018.HK (ChinaTech) | Pay Day | Jun 18, 2026 | $0.04 |
QCOM (DividendGrowth) | Pay Day | Jun 25, 2026 | $0.92 |
02382.HK (ChinaTech) | Pay Day | Jun 26, 2026 | $0.17 |
669.HK (ChinaTech) | Pay Day | Jun 26, 2026 | $0.17 |
 1024.HK (ChinaTech) | Ex-Dividend | Jul 6, 2026 | $0.09 |
1024.HK (ChinaTech) | Pay Day | Jul 28, 2026 | $0.09 |
Performance Metrics
Score 3.6/10
Beta
0.91
0.91
0
0.8
1.2
0
2
Sharpe Ratio
0.41
0.41
0
0.5
1
1.5
1.5
Sortino Ratio
0.65
0.65
0
1
2
3
3
Jensen's Alpha
-2.11
-2.11
-3
0
2
4.5
4.5
Omega Ratio
0.79
0.79
0
1
1.5
2.5
2.5
Treynor Ratio
0.67
0.67
0
0.75
1.25
2
2
Information Ratio
-0.3
-0.3
-1
0.3
0.6
1
1
Calmar Ratio
0.23
0.23
0
0.3
0.6
1
1
Beta
0.91
0.91
0
0.8
1.2
0
2
Sharpe Ratio
0.41
0.41
0
0.5
1
1.5
1.5
Sortino Ratio
0.65
0.65
0
1
2
3
3
Jensen's Alpha
-2.11
-2.11
-3
0
2
4.5
4.5
Omega Ratio
0.79
0.79
0
1
1.5
2.5
2.5
Treynor Ratio
0.67
0.67
0
0.75
1.25
2
2
Information Ratio
-0.3
-0.3
-1
0.3
0.6
1
1
Calmar Ratio
0.23
0.23
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
39.23
High:
AMD
103.96AMDLow:
ZS
-315.34ZSDetails
PEG Ratio
25.89
High:V
552.81VLow:
TEAM
-216.66TEAMDetails
Price/Book
6.24
High:AAPL
45.05AAPLLow:
LUMN
-7.87LUMNDetails
Price/Sales
3.03
High:
RGTI
923.43RGTILow:
LAC
-LACDetails
Price/CF
22.68
High:
MSTR
7,511.07MSTRLow:LUMN
1.63LUMNDetails
Price/FCF
44.34
High:BABA
1,196.17BABALow:
FISV
8.31FISVDetails
P/E Ratio
39.23
High:AMD
103.96AMDLow:ZS
-315.34ZSDetails
PEG Ratio
25.89
High:V
552.81VLow:TEAM
-216.66TEAMDetails
Price/Book
6.24
High:AAPL
45.05AAPLLow:LUMN
-7.87LUMNDetails
Price/Sales
3.03
High:RGTI
923.43RGTILow:LAC
-LACDetails
Price/CF
22.68
High:MSTR
7,511.07MSTRLow:LUMN
1.63LUMNDetails
Price/FCF
44.34
High:BABA
1,196.17BABALow:FISV
8.31FISVDetails
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 | - | 6 |
-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 |