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+0.35%
Today
+6.04%
This Month
+13.25%
Year To Date
+68.17%
2 Years
+34.76%
5 Years
+8.09%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies23.18%
- 🚗 Consumer Durables17.16%
- 💻 Electronic Technology16.96%
- 👥 Copy Trading14.38%
- 🖥️ Technology Services11.51%
- 📊 ETFs6.11%
- 🛍️ Retail Trade4.34%
- 💰 Finance3.27%
- 🛠️ Producer Manufacturing1.45%
- ⚡ Utilities0.04%
- 💵 Cash0.03%
- 💇♀️ Consumer Services0.01%
- ⛏️ Energy Minerals0%
- 💼 Commercial Services0%
- 🧬 Health Technology0%
- 🚚 Transportation0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq55.1%
- 🌍 Digital Currency23.54%
- 🇺🇸 NYSE16.62%
- 🇫🇷 Euronext Paris1.61%
- 🇭🇰 Hong Kong Exchanges0.55%
- 🇩🇪 FRA0.21%
- 🇬🇧 LSE0.18%
- 🇮🇹 Borsa Italiana0.14%
- 🇳🇱 Euronext Amsterdam0.09%
- 🇪🇸 Bolsa De Madrid0.07%
- 🇺🇸 OTC Markets Stock Exchange0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States62.05%
- 🇹🇼 Taiwan1.69%
- 🇫🇷 France1.61%
- 🇨🇳 China1.02%
- 🇸🇬 Singapore0.42%
- 🇬🇧 United Kingdom0.26%
- 🇩🇪 Germany0.21%
- 🇳🇱 Netherlands0.17%
- 🇮🇪 Ireland0.16%
- 🇯🇵 Japan0.15%
- 🇺🇾 Uruguay0.14%
- 🇮🇹 Italy0.14%
- 🇨🇦 Canada0.13%
- 🇮🇳 India0.09%
- 🇪🇸 Spain0.07%
- 🇰🇷 South Korea0.06%
- 🇨🇭 Switzerland0.05%
- 🇮🇱 Israel0.03%
- 🇷🇺 Russia0%
- 🇨🇾 Cyprus0%
Dividends
Dividend Yield
0.29%
25 out of 48 instruments pay dividend.
16 dividend payments in the next 30 days.
Highest Dividend: $OGZDL.L (67.74%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 TheBigBanks | 0.06% | 3.47% | - |
 WarrenBuffet-CF | 0.03% | 1.67% | - |
 LMT | 0.03% | 2.87% | $12.45 |
 MSFT | 0.03% | 0.65% | $3 |
 ALO.PA | 0.02% | 1.56% | $0.24 |
 V | 0.02% | 0.65% | $2.01 |
 TSM | 0.01% | 0.96% | $1.74 |
 VGT | 0.01% | 0.52% | - |
 BigTech | 0.01% | 0.33% | - |
 InTheGame | 0.01% | 0.39% | - |
 thomaspj | 0.01% | 0.62% | - |
 FuturePayments | 0.01% | 0.56% | - |
 ShoppingCart | 0.01% | 0.41% | - |
 VUG | 0.01% | 0.47% | - |
 VOOG | 0% | 0.54% | - |
 SMH | 0% | 0.45% | - |
 NVDA | 0% | 0.02% | $0.02 |
 OGZDL.L | 0% | 67.74% | - |
 GOOG | 0% | 0.42% | $0.2 |
 MA | 0% | 0.53% | $2.46 |
 IYW | 0% | 0.21% | - |
 CIBR | 0% | 0.23% | - |
 VRT | 0% | 0.11% | $0.06 |
 SDZNY | 0% | -0.71% | $-0.3 |
 PRX.NV | 0% | -0.4% | $-0.07 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 ORCL (BigTech) | Pay Day | Jul 24, 2025 | $0.50 |
 RY (TheBigBanks) | Ex-Dividend | Jul 24, 2025 | $1.11 |
 GE (thomaspj) | Pay Day | Jul 25, 2025 | $0.36 |
 ASML (BigTech) | Ex-Dividend | Jul 29, 2025 | $1.86 |
 STZ (WarrenBuffet-CF) | Ex-Dividend | Jul 30, 2025 | $1.02 |
 BMO (TheBigBanks) | Ex-Dividend | Jul 30, 2025 | $1.18 |
 3968.HK (TheBigBanks) | Pay Day | Jul 30, 2025 | $0.28 |
 JPM (thomaspj) | Pay Day | Jul 31, 2025 | $1.40 |
JPM (TheBigBanks) | Pay Day | Jul 31, 2025 | $1.40 |
 ALLY (WarrenBuffet-CF) | Ex-Dividend | Aug 1, 2025 | $0.30 |
 AON (WarrenBuffet-CF) | Ex-Dividend | Aug 1, 2025 | $0.74 |
 C (thomaspj) | Ex-Dividend | Aug 4, 2025 | $0.60 |
C (TheBigBanks) | Ex-Dividend | Aug 4, 2025 | $0.60 |
 PNC (TheBigBanks) | Pay Day | Aug 5, 2025 | $1.70 |
ASML (BigTech) | Pay Day | Aug 6, 2025 | $1.86 |
MA | Pay Day | Aug 8, 2025 | $0.76 |
 AXP (WarrenBuffet-CF) | Pay Day | Aug 8, 2025 | $0.82 |
MA (WarrenBuffet-CF) | Pay Day | Aug 8, 2025 | $0.76 |
AXP (thomaspj) | Pay Day | Aug 8, 2025 | $0.82 |
AXP (FuturePayments) | Pay Day | Aug 8, 2025 | $0.82 |
MA (FuturePayments) | Pay Day | Aug 8, 2025 | $0.76 |
STZ (WarrenBuffet-CF) | Pay Day | Aug 14, 2025 | $1.02 |
 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 |
 WMT (ShoppingCart) | Ex-Dividend | Aug 15, 2025 | $0.24 |
MSFT | Ex-Dividend | Aug 21, 2025 | $0.83 |
MSFT (InTheGame) | Ex-Dividend | Aug 21, 2025 | $0.83 |
MSFT (BigTech) | Ex-Dividend | Aug 21, 2025 | $0.83 |
 AMAT (BigTech) | Ex-Dividend | Aug 21, 2025 | $0.46 |
MSFT (thomaspj) | Ex-Dividend | Aug 21, 2025 | $0.83 |
C (thomaspj) | Pay Day | Aug 22, 2025 | $0.60 |
C (TheBigBanks) | Pay Day | Aug 22, 2025 | $0.60 |
RY (TheBigBanks) | Pay Day | Aug 22, 2025 | $1.11 |
BMO (TheBigBanks) | Pay Day | Aug 26, 2025 | $1.18 |
 GS (thomaspj) | Ex-Dividend | Aug 29, 2025 | $4.00 |
GS (TheBigBanks) | Ex-Dividend | Aug 29, 2025 | $4.00 |
KR (WarrenBuffet-CF) | Pay Day | Sep 1, 2025 | $0.35 |
LMT | Ex-Dividend | Sep 2, 2025 | $3.30 |
WMT (ShoppingCart) | Pay Day | Sep 2, 2025 | $0.24 |
 QCOM (InTheGame) | Ex-Dividend | Sep 4, 2025 | $0.89 |
QCOM (BigTech) | Ex-Dividend | Sep 4, 2025 | $0.89 |
MSFT | Pay Day | Sep 11, 2025 | $0.83 |
MSFT (InTheGame) | Pay Day | Sep 11, 2025 | $0.83 |
MSFT (BigTech) | Pay Day | Sep 11, 2025 | $0.83 |
AMAT (BigTech) | Pay Day | Sep 11, 2025 | $0.46 |
MSFT (thomaspj) | Pay Day | Sep 11, 2025 | $0.83 |
 KO (WarrenBuffet-CF) | Ex-Dividend | Sep 15, 2025 | $0.51 |
 DPZ (WarrenBuffet-CF) | Ex-Dividend | Sep 15, 2025 | $1.74 |
TSM | Ex-Dividend | Sep 16, 2025 | $0.82 |
TSM (InTheGame) | Ex-Dividend | Sep 16, 2025 | $0.82 |
TSM (BigTech) | Ex-Dividend | Sep 16, 2025 | $0.82 |
QCOM (InTheGame) | Pay Day | Sep 25, 2025 | $0.89 |
QCOM (BigTech) | Pay Day | Sep 25, 2025 | $0.89 |
LMT | Pay Day | Sep 26, 2025 | $3.30 |
GS (thomaspj) | Pay Day | Sep 29, 2025 | $4.00 |
GS (TheBigBanks) | Pay Day | Sep 29, 2025 | $4.00 |
DPZ (WarrenBuffet-CF) | Pay Day | Sep 30, 2025 | $1.74 |
KO (WarrenBuffet-CF) | Pay Day | Oct 1, 2025 | $0.51 |
TSM | Pay Day | Oct 9, 2025 | $0.82 |
TSM (InTheGame) | Pay Day | Oct 9, 2025 | $0.82 |
TSM (BigTech) | Pay Day | Oct 9, 2025 | $0.82 |
SMH | Pay Day | Dec 24, 2025 | $1.07 |
Performance Metrics
Score 3/10
Beta
1.17
1.17
0
0.8
1.2
0
2
Sharpe Ratio
0.23
0.23
0
0.5
1
1.5
1.5
Sortino Ratio
0.37
0.37
0
1
2
3
3
Jensen's Alpha
-2.79
-2.79
-3
0
2
4.5
4.5
Omega Ratio
0.93
0.93
0
1
1.5
2.5
2.5
Treynor Ratio
0.42
0.42
0
0.75
1.25
2
2
Information Ratio
-0.09
-0.09
-1
0.3
0.6
1
1
Calmar Ratio
0.16
0.16
0
0.3
0.6
1
1
Beta
1.17
1.17
0
0.8
1.2
0
2
Sharpe Ratio
0.23
0.23
0
0.5
1
1.5
1.5
Sortino Ratio
0.37
0.37
0
1
2
3
3
Jensen's Alpha
-2.79
-2.79
-3
0
2
4.5
4.5
Omega Ratio
0.93
0.93
0
1
1.5
2.5
2.5
Treynor Ratio
0.42
0.42
0
0.75
1.25
2
2
Information Ratio
-0.09
-0.09
-1
0.3
0.6
1
1
Calmar Ratio
0.16
0.16
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
53.81
High:
PLTR
662.84PLTRLow:
SDZNY
-31,833.33SDZNYDetails
PEG Ratio
192.45
High:PLTR
803.41PLTRLow:
AMC
-13.46AMCDetails
Price/Book
18.96
High:
MA
75.66MALow:AMC
-0.86AMCDetails
Price/Sales
13.44
High:PLTR
124.39PLTRLow:
NOVAQ
0NOVAQDetails
Price/CF
30.52
High:
RXO
268.19RXOLow:
OGZDL.L
2.84OGZDL.LDetails
Price/FCF
51.21
High:
SMCI
598.42SMCILow:OGZDL.L
12.78OGZDL.LDetails
P/E Ratio
53.81
High:PLTR
662.84PLTRLow:SDZNY
-31,833.33SDZNYDetails
PEG Ratio
192.45
High:PLTR
803.41PLTRLow:AMC
-13.46AMCDetails
Price/Book
18.96
High:MA
75.66MALow:AMC
-0.86AMCDetails
Price/Sales
13.44
High:PLTR
124.39PLTRLow:NOVAQ
0NOVAQDetails
Price/CF
30.52
High:RXO
268.19RXOLow:OGZDL.L
2.84OGZDL.LDetails
Price/FCF
51.21
High:SMCI
598.42SMCILow:OGZDL.L
12.78OGZDL.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-40.23% | Nov 2021 | Nov 2024 | 36 |
-17.21% | Feb 2025 | May 2025 | 3 |