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-0.01%
Today
+2.52%
This Month
+7.68%
Year To Date
+25.47%
2 Years
+50.98%
5 Years
+5.83%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading44.17%
- 💰 Finance20.54%
- 🍞 Consumer Non Durables12.09%
- 📊 ETFs10.91%
- 📡 Communications4.57%
- ❓ Other3.71%
- 💵 Cash0.09%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE68.07%
- 🇺🇸 Nasdaq23.87%
- 🇬🇧 LSE1.62%
- 🇭🇰 Hong Kong Exchanges0.71%
- 🇳🇱 Euronext Amsterdam0.41%
- 🇮🇹 Borsa Italiana0.33%
- 🇫🇷 Euronext Paris0.24%
- 🇳🇴 Oslo Stock Exchange0.17%
- 🇸🇦 Tadawul0.15%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States71.28%
- 🇨🇳 China1.84%
- 🇬🇧 United Kingdom1.36%
- 🇨🇦 Canada1.35%
- 🇮🇪 Ireland0.69%
- 🇹🇼 Taiwan0.44%
- 🇧🇷 Brazil0.39%
- 🇰🇾 Cayman Islands0.36%
- 🇳🇱 Netherlands0.35%
- 🇮🇹 Italy0.33%
- 🇫🇷 France0.24%
- 🇸🇬 Singapore0.23%
- 🇳🇴 Norway0.17%
- 🇭🇰 Hong Kong0.17%
- 🇺🇾 Uruguay0.17%
- 🇸🇦 Saudi Arabia0.15%
- 🇱🇺 Luxembourg0.13%
- 🇮🇱 Israel0.12%
- 🇨🇭 Switzerland0.11%
- 🇯🇵 Japan0.1%
Dividends
Dividend Yield
3.82%
21 out of 21 instruments pay dividend.
36 dividend payments in the next 30 days.
Highest Dividend: $EFC (12.02%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 EFC | 0.47% | 12.02% | $1.72 |
 DividendGrowth | 0.39% | 2.59% | - |
 RITM | 0.32% | 8.77% | $1 |
 VZ | 0.29% | 6.41% | $2.66 |
 EPR | 0.29% | 6.01% | $3.34 |
 OilWorldWide | 0.27% | 3.96% | - |
 MO | 0.26% | 6.94% | $3.92 |
 GAIN | 0.25% | 6.86% | - |
 MAIN | 0.22% | 5.05% | $2.85 |
 BIL | 0.17% | 4.68% | - |
 CAG | 0.15% | 6.86% | $1.4 |
 STAG | 0.15% | 4.1% | $1.47 |
 SCHD | 0.14% | 3.97% | - |
 PEP | 0.12% | 4.19% | $5.15 |
 DGRO | 0.08% | 2.23% | - |
 PG | 0.08% | 2.55% | $3.83 |
 WarrenBuffet-CF | 0.06% | 1.69% | - |
 Fin-Tech | 0.03% | 0.63% | - |
 InTheGame | 0.02% | 0.41% | - |
 BigTech | 0.01% | 0.34% | - |
 AI-Revolution | 0.01% | 0.22% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 KO (DividendGrowth) | Pay Day | Jul 1, 2025 | $0.51 |
 NKE (DividendGrowth) | Pay Day | Jul 1, 2025 | $0.40 |
 ADP (DividendGrowth) | Pay Day | Jul 1, 2025 | $1.54 |
 APD (DividendGrowth) | Ex-Dividend | Jul 1, 2025 | $1.79 |
KO (WarrenBuffet-CF) | Pay Day | Jul 1, 2025 | $0.51 |
 KMB (DividendGrowth) | Pay Day | Jul 2, 2025 | $1.26 |
 RSG (DividendGrowth) | Ex-Dividend | Jul 2, 2025 | $0.58 |
 SYY (DividendGrowth) | Ex-Dividend | Jul 3, 2025 | $0.54 |
 GD (DividendGrowth) | Ex-Dividend | Jul 3, 2025 | $1.50 |
 NVDA (AI-Revolution) | Pay Day | Jul 3, 2025 | $0.01 |
NVDA (BigTech) | Pay Day | Jul 3, 2025 | $0.01 |
NVDA (InTheGame) | Pay Day | Jul 3, 2025 | $0.01 |
 JOYY (InTheGame) | Pay Day | Jul 3, 2025 | $0.94 |
 AXP (WarrenBuffet-CF) | Ex-Dividend | Jul 3, 2025 | $0.82 |
 CB (WarrenBuffet-CF) | Pay Day | Jul 3, 2025 | $0.97 |
 EIX (DividendGrowth) | Ex-Dividend | Jul 7, 2025 | $0.83 |
 MKC (DividendGrowth) | Ex-Dividend | Jul 7, 2025 | $0.45 |
 GE (AI-Revolution) | Ex-Dividend | Jul 7, 2025 | $0.36 |
 MU (AI-Revolution) | Ex-Dividend | Jul 7, 2025 | $0.12 |
MU (BigTech) | Ex-Dividend | Jul 7, 2025 | $0.12 |
MU (InTheGame) | Ex-Dividend | Jul 7, 2025 | $0.12 |
MAIN | Ex-Dividend | Jul 8, 2025 | $0.26 |
 MA (WarrenBuffet-CF) | Ex-Dividend | Jul 9, 2025 | $0.76 |
VZ | Ex-Dividend | Jul 10, 2025 | $0.68 |
MO | Pay Day | Jul 10, 2025 | $1.02 |
 BBY (DividendGrowth) | Pay Day | Jul 10, 2025 | $0.95 |
 BABA (AI-Revolution) | Pay Day | Jul 10, 2025 | $1.05 |
 ACN (AI-Revolution) | Ex-Dividend | Jul 10, 2025 | $1.48 |
 CRM (AI-Revolution) | Pay Day | Jul 10, 2025 | $0.42 |
 INTU (Fin-Tech) | Ex-Dividend | Jul 10, 2025 | $1.04 |
 SLB (OilWorldWide) | Pay Day | Jul 10, 2025 | $0.28 |
 ORCL (BigTech) | Ex-Dividend | Jul 10, 2025 | $0.50 |
BABA (BigTech) | Pay Day | Jul 10, 2025 | $1.05 |
CRM (BigTech) | Pay Day | Jul 10, 2025 | $0.42 |
 ELS (DividendGrowth) | Pay Day | Jul 11, 2025 | $0.52 |
MAIN | Pay Day | Jul 15, 2025 | $0.26 |
STAG | Pay Day | Jul 15, 2025 | $0.12 |
EPR | Pay Day | Jul 15, 2025 | $0.30 |
RSG (DividendGrowth) | Pay Day | Jul 15, 2025 | $0.58 |
 WTW (Fin-Tech) | Pay Day | Jul 15, 2025 | $0.92 |
 OXY (OilWorldWide) | Pay Day | Jul 15, 2025 | $0.24 |
OXY (WarrenBuffet-CF) | Pay Day | Jul 15, 2025 | $0.24 |
 EOG (OilWorldWide) | Ex-Dividend | Jul 17, 2025 | $0.98 |
 CL (DividendGrowth) | Ex-Dividend | Jul 18, 2025 | $0.52 |
INTU (Fin-Tech) | Pay Day | Jul 18, 2025 | $1.04 |
 EXPN.L (Fin-Tech) | Pay Day | Jul 18, 2025 | $0.43 |
 XEL (DividendGrowth) | Pay Day | Jul 20, 2025 | $0.57 |
MKC (DividendGrowth) | Pay Day | Jul 21, 2025 | $0.45 |
MU (AI-Revolution) | Pay Day | Jul 22, 2025 | $0.12 |
MU (BigTech) | Pay Day | Jul 22, 2025 | $0.12 |
MU (InTheGame) | Pay Day | Jul 22, 2025 | $0.12 |
 LOW (DividendGrowth) | Ex-Dividend | Jul 23, 2025 | $1.20 |
 00857.HK (OilWorldWide) | Pay Day | Jul 24, 2025 | $0.03 |
ORCL (BigTech) | Pay Day | Jul 24, 2025 | $0.50 |
SYY (DividendGrowth) | Pay Day | Jul 25, 2025 | $0.54 |
GE (AI-Revolution) | Pay Day | Jul 25, 2025 | $0.36 |
RITM | Pay Day | Jul 31, 2025 | $0.25 |
EFC | Pay Day | Jul 31, 2025 | $0.13 |
EIX (DividendGrowth) | Pay Day | Jul 31, 2025 | $0.83 |
EOG (OilWorldWide) | Pay Day | Jul 31, 2025 | $0.98 |
 TRP (OilWorldWide) | Pay Day | Jul 31, 2025 | $0.62 |
VZ | Pay Day | Aug 1, 2025 | $0.68 |
 CASY (DividendGrowth) | Ex-Dividend | Aug 1, 2025 | $0.57 |
LOW (DividendGrowth) | Pay Day | Aug 6, 2025 | $1.20 |
GD (DividendGrowth) | Pay Day | Aug 8, 2025 | $1.50 |
 LNG (OilWorldWide) | Ex-Dividend | Aug 8, 2025 | $0.50 |
AXP (WarrenBuffet-CF) | Pay Day | Aug 8, 2025 | $0.82 |
MA (WarrenBuffet-CF) | Pay Day | Aug 8, 2025 | $0.76 |
APD (DividendGrowth) | Pay Day | Aug 11, 2025 | $1.79 |
 TGT (DividendGrowth) | Ex-Dividend | Aug 13, 2025 | $1.14 |
CL (DividendGrowth) | Pay Day | Aug 15, 2025 | $0.52 |
CASY (DividendGrowth) | Pay Day | Aug 15, 2025 | $0.57 |
ACN (AI-Revolution) | Pay Day | Aug 15, 2025 | $1.48 |
 ENB (OilWorldWide) | Ex-Dividend | Aug 15, 2025 | $0.68 |
 KR (WarrenBuffet-CF) | Ex-Dividend | Aug 15, 2025 | $0.35 |
LNG (OilWorldWide) | Pay Day | Aug 18, 2025 | $0.50 |
 EQNR.OL (OilWorldWide) | Ex-Dividend | Aug 18, 2025 | $0.37 |
 MSFT (DividendGrowth) | Ex-Dividend | Aug 21, 2025 | $0.83 |
MSFT (AI-Revolution) | 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 (InTheGame) | Ex-Dividend | Aug 21, 2025 | $0.83 |
 SPGI (DividendGrowth) | Ex-Dividend | Aug 26, 2025 | $0.96 |
EQNR.OL (OilWorldWide) | Pay Day | Aug 29, 2025 | $0.37 |
TGT (DividendGrowth) | Pay Day | Sep 1, 2025 | $1.14 |
ENB (OilWorldWide) | Pay Day | Sep 1, 2025 | $0.68 |
KR (WarrenBuffet-CF) | Pay Day | Sep 1, 2025 | $0.35 |
 LMT (DividendGrowth) | Ex-Dividend | Sep 2, 2025 | $3.30 |
SPGI (DividendGrowth) | Pay Day | Sep 10, 2025 | $0.96 |
MSFT (DividendGrowth) | Pay Day | Sep 11, 2025 | $0.83 |
MSFT (AI-Revolution) | 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 (InTheGame) | Pay Day | Sep 11, 2025 | $0.83 |
 TSM (AI-Revolution) | Ex-Dividend | Sep 16, 2025 | $0.82 |
TSM (BigTech) | Ex-Dividend | Sep 16, 2025 | $0.82 |
TSM (InTheGame) | Ex-Dividend | Sep 16, 2025 | $0.82 |
LMT (DividendGrowth) | Pay Day | Sep 26, 2025 | $3.30 |
 TTE.PA (OilWorldWide) | Ex-Dividend | Oct 1, 2025 | $0.97 |
TTE.PA (OilWorldWide) | Pay Day | Oct 3, 2025 | $0.97 |
TSM (AI-Revolution) | Pay Day | Oct 9, 2025 | $0.82 |
TSM (BigTech) | Pay Day | Oct 9, 2025 | $0.82 |
TSM (InTheGame) | Pay Day | Oct 9, 2025 | $0.82 |
Performance Metrics
Score 3.5/10
Beta
0.5
0.5
0
0.8
1.2
0
2
Sharpe Ratio
0.25
0.25
0
0.5
1
1.5
1.5
Sortino Ratio
0.38
0.38
0
1
2
3
3
Jensen's Alpha
-1.93
-1.93
-2
0
2
4.5
4.5
Omega Ratio
0.67
0.67
0
1
1.5
2.5
2.5
Treynor Ratio
0.55
0.55
0
0.75
1.25
2
2
Information Ratio
-0.54
-0.54
-1
0.3
0.6
1
1
Calmar Ratio
0.26
0.26
0
0.3
0.6
1
1
Beta
0.5
0.5
0
0.8
1.2
0
2
Sharpe Ratio
0.25
0.25
0
0.5
1
1.5
1.5
Sortino Ratio
0.38
0.38
0
1
2
3
3
Jensen's Alpha
-1.93
-1.93
-2
0
2
4.5
4.5
Omega Ratio
0.67
0.67
0
1
1.5
2.5
2.5
Treynor Ratio
0.55
0.55
0
0.75
1.25
2
2
Information Ratio
-0.54
-0.54
-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
15.18
High:
EPR
35.07EPRLow:
EFC
9.41EFCDetails
PEG Ratio
253.45
High:
PG
926.34PGLow:EFC
7.87EFCDetails
Price/Book
4.05
High:
PEP
9.78PEPLow:
MO
-28.21MODetails
Price/Sales
2.39
High:
MAIN
8.74MAINLow:
CAG
0.83CAGDetails
Price/CF
10.52
High:PG
22.46PGLow:
VZ
5.1VZDetails
Price/FCF
46.22
High:PEP
5,253.35PEPLow:
RITM
9.72RITMDetails
P/E Ratio
15.18
High:EPR
35.07EPRLow:EFC
9.41EFCDetails
PEG Ratio
253.45
High:PG
926.34PGLow:EFC
7.87EFCDetails
Price/Book
4.05
High:PEP
9.78PEPLow:MO
-28.21MODetails
Price/Sales
2.39
High:MAIN
8.74MAINLow:CAG
0.83CAGDetails
Price/CF
10.52
High:PG
22.46PGLow:VZ
5.1VZDetails
Price/FCF
46.22
High:PEP
5,253.35PEPLow:RITM
9.72RITMDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-19.35% | Feb 2022 | Mar 2024 | 25 |
-4.87% | Mar 2025 | Jun 2025 | 3 |
-4.56% | Dec 2024 | Feb 2025 | 2 |
-3.76% | Nov 2021 | Dec 2021 | 1 |
-3.16% | Oct 2020 | Nov 2020 | 1 |
-3.03% | Jul 2021 | Oct 2021 | 3 |
-2.56% | Apr 2024 | Jul 2024 | 3 |
-2.46% | Oct 2024 | Nov 2024 | 1 |
-0.75% | Jan 2021 | Feb 2021 | 1 |
-0.13% | May 2021 | Jun 2021 | 1 |