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-3.24%
This Month
+1.74%
Year To Date
+22.81%
2 Years
+25%
5 Years
+121.25%
10 Years
+9.5%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash29.61%
- 👥 Copy Trading24.06%
- 🖥️ Technology Services9.27%
- 🧪 Process Industries6.92%
- 💻 Electronic Technology5.32%
- 🧩 Miscellaneous5.11%
- 💼 Commercial Services3.88%
- 🪙 Cryptocurrencies3.55%
- 🏥 Health Services2.6%
- 💰 Finance2.31%
- 🛍️ Retail Trade2.24%
- 🚗 Consumer Durables1.76%
- 🍞 Consumer Non Durables1.16%
- 📊 ETFs0.97%
- 🪨 Non Energy Minerals0.52%
- 🌾 Commodities0.51%
- 🧬 Health Technology0.44%
- 📡 Communications0.2%
- ⛏️ Energy Minerals0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq22.86%
- 🇺🇸 NYSE21.76%
- 🇬🇧 LSE9.36%
- 🌍 Digital Currency3.68%
- 🇩🇪 Xetra ETFs2.69%
- 🇭🇰 Hong Kong Exchanges2.35%
- 🇫🇷 Euronext Paris0.73%
- 🌍 Commodity0.51%
- 🇩🇪 FRA0.01%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States38.32%
- 🇨🇳 China5.44%
- 🇨🇦 Canada0.97%
- 🇮🇹 Italy0.33%
- 🇭🇰 Hong Kong0.27%
- 🇨🇭 Switzerland0.23%
- 🇮🇱 Israel0.22%
- 🇸🇬 Singapore0.14%
- 🇮🇪 Ireland0.07%
- 🇬🇧 United Kingdom0.03%
- 🇩🇪 Germany0.01%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
0.49%
21 out of 70 instruments pay dividend.
36 dividend payments in the next 30 days.
Highest Dividend: $NVTKL.L (109.46%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 OC | 0.17% | 2.46% | $2.24 |
 WarrenBuffet-CF | 0.09% | 1.47% | - |
 UNH | 0.05% | 2.25% | $7.74 |
 JD.US | 0.04% | 3.33% | $0.74 |
 ChinaTech | 0.03% | 1.14% | - |
 BLK | 0.02% | 2.16% | $20.2 |
 DividendGrowth | 0.02% | 2.34% | - |
 NKE | 0.01% | 3.76% | $1.45 |
 PYPL | 0.01% | 1.01% | - |
 EL | 0.01% | 1.71% | $2.64 |
 CRM | 0.01% | 0.9% | $0.4 |
 9618.HK | 0.01% | 3.4% | $2.97 |
 RACE | 0% | 1.19% | $2.64 |
 0700.HK | 0% | 1.16% | $3.4 |
 BABA | 0% | 0.82% | $0.98 |
 AAPL | 0% | 0.34% | $0.97 |
 V | 0% | 0.81% | $2.01 |
 BMNR | 0% | 0.06% | - |
 ISF.L | 0% | 0.03% | - |
 NVTKL.L | 0% | 109.46% | - |
 BAYN.DE | 0% | 0.31% | $0.11 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 GOOG (WarrenBuffet-CF) | Ex-Dividend | Jun 8, 2026 | $0.22 |
 GOOGL (WarrenBuffet-CF) | Ex-Dividend | Jun 8, 2026 | $0.22 |
 JNJ (DividendGrowth) | Pay Day | Jun 9, 2026 | $1.34 |
 CVX.US (DividendGrowth) | Pay Day | Jun 10, 2026 | $1.78 |
 SPGI (DividendGrowth) | Pay Day | Jun 10, 2026 | $0.97 |
CVX.US (WarrenBuffet-CF) | Pay Day | Jun 10, 2026 | $1.78 |
 OXY (WarrenBuffet-CF) | Ex-Dividend | Jun 10, 2026 | $0.26 |
BABA | Ex-Dividend | Jun 11, 2026 | $1.05 |
CRM | Ex-Dividend | Jun 11, 2026 | $0.44 |
 MSFT (DividendGrowth) | Pay Day | Jun 11, 2026 | $0.91 |
BABA (ChinaTech) | Ex-Dividend | Jun 11, 2026 | $1.05 |
 00285.HK (ChinaTech) | Ex-Dividend | Jun 11, 2026 | $0.02 |
 02382.HK (ChinaTech) | Ex-Dividend | Jun 11, 2026 | $0.17 |
 CB (WarrenBuffet-CF) | Ex-Dividend | Jun 12, 2026 | $1.02 |
EL | Pay Day | Jun 15, 2026 | $0.35 |
 KO (DividendGrowth) | Ex-Dividend | Jun 15, 2026 | $0.53 |
 NEE (DividendGrowth) | Pay Day | Jun 15, 2026 | $0.62 |
 XEL (DividendGrowth) | Ex-Dividend | Jun 15, 2026 | $0.59 |
 SLGN (DividendGrowth) | Pay Day | Jun 15, 2026 | $0.21 |
GOOG (WarrenBuffet-CF) | Pay Day | Jun 15, 2026 | $0.22 |
KO (WarrenBuffet-CF) | Ex-Dividend | Jun 15, 2026 | $0.53 |
GOOGL (WarrenBuffet-CF) | Pay Day | Jun 15, 2026 | $0.22 |
 MCD (DividendGrowth) | Pay Day | Jun 16, 2026 | $1.86 |
 ADI.US (DividendGrowth) | Pay Day | Jun 16, 2026 | $1.10 |
 NOC (DividendGrowth) | Pay Day | Jun 17, 2026 | $2.47 |
 BBY (DividendGrowth) | Ex-Dividend | Jun 18, 2026 | $0.96 |
 LIN (DividendGrowth) | Pay Day | Jun 18, 2026 | $1.60 |
 EVRG (DividendGrowth) | Pay Day | Jun 18, 2026 | $0.69 |
 FDS (DividendGrowth) | Pay Day | Jun 18, 2026 | $1.16 |
 NTES (ChinaTech) | Pay Day | Jun 18, 2026 | $0.72 |
 02018.HK (ChinaTech) | Pay Day | Jun 18, 2026 | $0.04 |
 JKHY (DividendGrowth) | Pay Day | Jun 19, 2026 | $0.61 |
BLK | Pay Day | Jun 23, 2026 | $5.73 |
PYPL | Pay Day | Jun 25, 2026 | $0.14 |
 QCOM (DividendGrowth) | Pay Day | Jun 25, 2026 | $0.92 |
 LMT (DividendGrowth) | Pay Day | Jun 26, 2026 | $3.45 |
 LHX (DividendGrowth) | Pay Day | Jun 26, 2026 | $1.25 |
 ELS (DividendGrowth) | Ex-Dividend | Jun 26, 2026 | $0.54 |
02382.HK (ChinaTech) | Pay Day | Jun 26, 2026 | $0.17 |
 669.HK (ChinaTech) | Pay Day | Jun 26, 2026 | $0.17 |
 BAC (WarrenBuffet-CF) | Pay Day | Jun 26, 2026 | $0.28 |
 KHC (WarrenBuffet-CF) | Pay Day | Jun 26, 2026 | $0.40 |
 JOYY (ChinaTech) | Ex-Dividend | Jun 29, 2026 | $1.50 |
 PEP (DividendGrowth) | Pay Day | Jun 30, 2026 | $1.48 |
 UNP (DividendGrowth) | Pay Day | Jun 30, 2026 | $1.38 |
NKE | Pay Day | Jul 1, 2026 | $0.41 |
KO (DividendGrowth) | Pay Day | Jul 1, 2026 | $0.53 |
NKE (DividendGrowth) | Pay Day | Jul 1, 2026 | $0.41 |
 CAH (DividendGrowth) | Ex-Dividend | Jul 1, 2026 | $0.52 |
KO (WarrenBuffet-CF) | Pay Day | Jul 1, 2026 | $0.53 |
CRM | Pay Day | Jul 2, 2026 | $0.44 |
 RSG (DividendGrowth) | Ex-Dividend | Jul 2, 2026 | $0.63 |
 RGLD (DividendGrowth) | Ex-Dividend | Jul 2, 2026 | $0.47 |
CB (WarrenBuffet-CF) | Pay Day | Jul 2, 2026 | $1.02 |
 1024.HK (ChinaTech) | Ex-Dividend | Jul 6, 2026 | $0.09 |
 YMM (ChinaTech) | Ex-Dividend | Jul 7, 2026 | $0.08 |
 ROP (DividendGrowth) | Ex-Dividend | Jul 8, 2026 | $0.91 |
BBY (DividendGrowth) | Pay Day | Jul 9, 2026 | $0.96 |
ELS (DividendGrowth) | Pay Day | Jul 10, 2026 | $0.54 |
BABA | Pay Day | Jul 13, 2026 | $1.05 |
BABA (ChinaTech) | Pay Day | Jul 13, 2026 | $1.05 |
JOYY (ChinaTech) | Pay Day | Jul 14, 2026 | $1.50 |
CAH (DividendGrowth) | Pay Day | Jul 15, 2026 | $0.52 |
RSG (DividendGrowth) | Pay Day | Jul 15, 2026 | $0.63 |
OXY (WarrenBuffet-CF) | Pay Day | Jul 15, 2026 | $0.26 |
RGLD (DividendGrowth) | Pay Day | Jul 16, 2026 | $0.47 |
XEL (DividendGrowth) | Pay Day | Jul 20, 2026 | $0.59 |
YMM (ChinaTech) | Pay Day | Jul 21, 2026 | $0.08 |
 LOW (DividendGrowth) | Ex-Dividend | Jul 22, 2026 | $1.25 |
ROP (DividendGrowth) | Pay Day | Jul 22, 2026 | $0.91 |
1024.HK (ChinaTech) | Pay Day | Jul 28, 2026 | $0.09 |
00285.HK (ChinaTech) | Pay Day | Jul 31, 2026 | $0.02 |
LOW (DividendGrowth) | Pay Day | Aug 5, 2026 | $1.25 |
 0992.HK (ChinaTech) | Ex-Dividend | Aug 5, 2026 | $0.04 |
0992.HK (ChinaTech) | Pay Day | Aug 19, 2026 | $0.04 |
Performance Metrics
Score 3.7/10
Beta
0.9
0.9
0
0.8
1.2
0
2
Sharpe Ratio
0.45
0.45
0
0.5
1
1.5
1.5
Sortino Ratio
0.72
0.72
0
1
2
3
3
Jensen's Alpha
-2.25
-2.25
-3
0
2
4.5
4.5
Omega Ratio
0.77
0.77
0
1
1.5
2.5
2.5
Treynor Ratio
0.75
0.75
0
0.75
1.25
2
2
Information Ratio
-0.33
-0.33
-1
0.3
0.6
1
1
Calmar Ratio
0.25
0.25
0
0.3
0.6
1
1
Beta
0.9
0.9
0
0.8
1.2
0
2
Sharpe Ratio
0.45
0.45
0
0.5
1
1.5
1.5
Sortino Ratio
0.72
0.72
0
1
2
3
3
Jensen's Alpha
-2.25
-2.25
-3
0
2
4.5
4.5
Omega Ratio
0.77
0.77
0
1
1.5
2.5
2.5
Treynor Ratio
0.75
0.75
0
0.75
1.25
2
2
Information Ratio
-0.33
-0.33
-1
0.3
0.6
1
1
Calmar Ratio
0.25
0.25
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
38.16
High:
AMD
171.72AMDLow:
ZS
-277.86ZSDetails
PEG Ratio
38.76
High:RACE
333.91RACELow:
TEAM
-246.43TEAMDetails
Price/Book
7.19
High:AAPL
42.87AAPLLow:
LUMN
-7.74LUMNDetails
Price/Sales
3.12
High:
QBTS
816.21QBTSLow:
LAC
-LACDetails
Price/CF
17.84
High:
MSTR
7,511.07MSTRLow:LUMN
1.4LUMNDetails
Price/FCF
31.98
High:BABA
1,196.17BABALow:
FISV
7.16FISVDetails
P/E Ratio
38.16
High:AMD
171.72AMDLow:ZS
-277.86ZSDetails
PEG Ratio
38.76
High:RACE
333.91RACELow:TEAM
-246.43TEAMDetails
Price/Book
7.19
High:AAPL
42.87AAPLLow:LUMN
-7.74LUMNDetails
Price/Sales
3.12
High:QBTS
816.21QBTSLow:LAC
-LACDetails
Price/CF
17.84
High:MSTR
7,511.07MSTRLow:LUMN
1.4LUMNDetails
Price/FCF
31.98
High:BABA
1,196.17BABALow:FISV
7.16FISVDetails
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 | - | 8 |
-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 |