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-2.88%
This Month
+5.64%
Year To Date
+41.81%
2 Years
+56.95%
5 Years
+183.61%
10 Years
+19.88%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services16.59%
- 👥 Copy Trading12.59%
- 💰 Finance12.07%
- 💻 Electronic Technology10.72%
- 🛍️ Retail Trade7.83%
- ⛏️ Energy Minerals7.51%
- 🪙 Cryptocurrencies6.83%
- 🪨 Non Energy Minerals5.01%
- 🧬 Health Technology3.84%
- 💵 Cash3.53%
- 📦 Distribution Services3.41%
- 🍞 Consumer Non Durables2.96%
- 💇♀️ Consumer Services2.18%
- 🏥 Health Services1.42%
- ⚡ Utilities1.35%
- 💼 Commercial Services1.32%
- 📡 Communications0.82%
- 🚗 Consumer Durables0.59%
- 🛠️ Producer Manufacturing0.56%
- 🚚 Transportation0.32%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE51.77%
- 🇺🇸 Nasdaq32.93%
- 🌍 Digital Currency6.83%
- 🇩🇪 Xetra ETFs4.08%
- 🇬🇧 LSE2.31%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States76.34%
- 🇬🇧 United Kingdom3.33%
- 🇨🇳 China2.45%
- 🇨🇦 Canada2.09%
- 🇮🇪 Ireland0.21%
- 🇹🇼 Taiwan0.18%
- 🇨🇭 Switzerland0.1%
- 🇷🇺 Russia0.1%
Dividends
Dividend Yield
1.54%
52 out of 66 instruments pay dividend.
38 dividend payments in the next 30 days.
Highest Dividend: $OGZDL.L (67.74%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 XOM | 0.1% | 2.68% | $3.76 |
 RIO | 0.1% | 3.79% | $4.34 |
 SPG | 0.08% | 4.27% | $7.75 |
 MO | 0.07% | 6% | $3.92 |
 OGZDL.L | 0.07% | 67.74% | - |
 CVS | 0.06% | 2.8% | $2.54 |
 PFE | 0.06% | 6.69% | $1.66 |
 O | 0.06% | 5.41% | $3.09 |
 SU | 0.05% | 2.59% | $1.59 |
 ABBV | 0.05% | 3% | $6.06 |
 adam254 | 0.05% | 0.41% | - |
 OMC | 0.05% | 4.22% | $2.8 |
 T.US | 0.04% | 4.85% | $1.11 |
 WHR | 0.04% | 11.13% | $7 |
 NEE | 0.04% | 2.79% | $1.97 |
 CVX.US | 0.04% | 3.7% | $6.28 |
 WFC | 0.03% | 2.22% | $1.4 |
 UNH | 0.03% | 2.25% | $7.74 |
 GPC | 0.03% | 4.31% | $3.9 |
 IBM | 0.03% | 2.26% | $6.65 |
 SYY | 0.03% | 2.97% | $2.01 |
 JPM | 0.03% | 1.93% | $4.4 |
 RTX | 0.03% | 1.54% | $2.44 |
 HPQ | 0.02% | 4.61% | $1.1 |
 SBUX | 0.02% | 2.62% | $2.24 |
 KO | 0.02% | 2.7% | $1.89 |
 MSFT | 0.02% | 0.83% | $3 |
 NUE | 0.02% | 0.87% | $2.13 |
 SHEL | 0.02% | 3.41% | $2.7 |
 CAH | 0.02% | 1.05% | $2.01 |
 CSCO | 0.02% | 1.29% | $1.58 |
 DIS | 0.02% | 1.51% | $0.75 |
 CLX | 0.02% | 5.6% | $4.8 |
 BABA | 0.02% | 0.82% | $0.98 |
 ABT.US | 0.02% | 2.67% | $2.16 |
 GOOG | 0.01% | 0.23% | $0.2 |
 AFL | 0.01% | 2.08% | $1.84 |
 META | 0.01% | 0.34% | $1 |
 V | 0.01% | 0.81% | $2.01 |
 ORCL | 0.01% | 0.86% | $1.6 |
 LNC | 0.01% | 5.29% | $1.8 |
 NKE | 0.01% | 3.76% | $1.45 |
 MMM | 0.01% | 1.97% | $5.21 |
 GILD | 0.01% | 2.49% | $3.04 |
 CL | 0.01% | 2.49% | $1.96 |
 MDT.US | 0.01% | 3.48% | $2.77 |
 UNP | 0.01% | 2.11% | $5.2 |
 AAPL | 0.01% | 0.34% | $0.97 |
 WMT | 0.01% | 0.84% | $0.81 |
 MA | 0% | 0.68% | $2.46 |
 JD.US | 0% | 3.33% | $0.74 |
 PYPL | 0% | 1.01% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
GOOG | Ex-Dividend | Jun 8, 2026 | $0.22 |
GOOG (adam254) | Ex-Dividend | Jun 8, 2026 | $0.22 |
 ATO (adam254) | Pay Day | Jun 8, 2026 | $1.00 |
SPG | Ex-Dividend | Jun 9, 2026 | $2.25 |
CVX.US | Pay Day | Jun 10, 2026 | $1.78 |
HPQ | Ex-Dividend | Jun 10, 2026 | $0.30 |
IBM | Pay Day | Jun 10, 2026 | $1.69 |
XOM | Pay Day | Jun 10, 2026 | $1.03 |
OMC | Ex-Dividend | Jun 10, 2026 | $0.80 |
CVX.US (adam254) | Pay Day | Jun 10, 2026 | $1.78 |
IBM (adam254) | Pay Day | Jun 10, 2026 | $1.69 |
XOM (adam254) | Pay Day | Jun 10, 2026 | $1.03 |
 EMR (adam254) | Pay Day | Jun 10, 2026 | $0.56 |
 VFC (adam254) | Ex-Dividend | Jun 10, 2026 | $0.09 |
 SPGI (adam254) | Pay Day | Jun 10, 2026 | $0.97 |
MSFT | Pay Day | Jun 11, 2026 | $0.91 |
RTX | Pay Day | Jun 11, 2026 | $0.73 |
BABA | Ex-Dividend | Jun 11, 2026 | $1.05 |
MSFT (adam254) | Pay Day | Jun 11, 2026 | $0.91 |
BABA (adam254) | Ex-Dividend | Jun 11, 2026 | $1.05 |
 TSM (adam254) | Ex-Dividend | Jun 11, 2026 | $0.95 |
MMM | Pay Day | Jun 12, 2026 | $0.78 |
PFE | Pay Day | Jun 12, 2026 | $0.43 |
 CB (adam254) | Ex-Dividend | Jun 12, 2026 | $1.02 |
 ADP (adam254) | Ex-Dividend | Jun 12, 2026 | $1.70 |
GOOG | Pay Day | Jun 15, 2026 | $0.22 |
META | Ex-Dividend | Jun 15, 2026 | $0.53 |
KO | Ex-Dividend | Jun 15, 2026 | $0.53 |
GILD | Ex-Dividend | Jun 15, 2026 | $0.82 |
MO | Ex-Dividend | Jun 15, 2026 | $1.06 |
NEE | Pay Day | Jun 15, 2026 | $0.62 |
O | Pay Day | Jun 15, 2026 | $0.27 |
GOOG (adam254) | Pay Day | Jun 15, 2026 | $0.22 |
 DOV (adam254) | Pay Day | Jun 15, 2026 | $0.52 |
 CTAS (adam254) | Pay Day | Jun 15, 2026 | $0.45 |
 DLR (adam254) | Ex-Dividend | Jun 15, 2026 | $1.22 |
 MCD (adam254) | Pay Day | Jun 16, 2026 | $1.86 |
 ECL (adam254) | Ex-Dividend | Jun 16, 2026 | $0.73 |
VFC (adam254) | Pay Day | Jun 18, 2026 | $0.09 |
 LIN (adam254) | Pay Day | Jun 18, 2026 | $1.60 |
META | Pay Day | Jun 25, 2026 | $0.53 |
PYPL | Pay Day | Jun 25, 2026 | $0.14 |
SU | Pay Day | Jun 25, 2026 | $0.44 |
 NVDA (adam254) | Pay Day | Jun 26, 2026 | $0.25 |
GILD | Pay Day | Jun 29, 2026 | $0.82 |
SHEL | Pay Day | Jun 29, 2026 | $0.78 |
DIS | Ex-Dividend | Jun 30, 2026 | $0.75 |
UNP | Pay Day | Jun 30, 2026 | $1.38 |
SPG | Pay Day | Jun 30, 2026 | $2.25 |
DLR (adam254) | Pay Day | Jun 30, 2026 | $1.22 |
HPQ | Pay Day | Jul 1, 2026 | $0.30 |
KO | Pay Day | Jul 1, 2026 | $0.53 |
NKE | Pay Day | Jul 1, 2026 | $0.41 |
CAH | Ex-Dividend | Jul 1, 2026 | $0.52 |
ADP (adam254) | Pay Day | Jul 1, 2026 | $1.70 |
SYY | Ex-Dividend | Jul 2, 2026 | $0.55 |
GPC | Pay Day | Jul 2, 2026 | $1.06 |
CB (adam254) | Pay Day | Jul 2, 2026 | $1.02 |
CSCO | Ex-Dividend | Jul 6, 2026 | $0.42 |
JPM | Ex-Dividend | Jul 6, 2026 | $1.50 |
 ROP (adam254) | Ex-Dividend | Jul 8, 2026 | $0.91 |
OMC | Pay Day | Jul 9, 2026 | $0.80 |
TSM (adam254) | Pay Day | Jul 9, 2026 | $0.95 |
MO | Pay Day | Jul 10, 2026 | $1.06 |
LNC | Ex-Dividend | Jul 10, 2026 | $0.45 |
BABA | Pay Day | Jul 13, 2026 | $1.05 |
BABA (adam254) | Pay Day | Jul 13, 2026 | $1.05 |
CAH | Pay Day | Jul 15, 2026 | $0.52 |
ECL (adam254) | Pay Day | Jul 15, 2026 | $0.73 |
CSCO | Pay Day | Jul 22, 2026 | $0.42 |
DIS | Pay Day | Jul 22, 2026 | $0.75 |
ROP (adam254) | Pay Day | Jul 22, 2026 | $0.91 |
SYY | Pay Day | Jul 24, 2026 | $0.55 |
 PNR (adam254) | Ex-Dividend | Jul 24, 2026 | $0.27 |
JPM | Pay Day | Jul 31, 2026 | $1.50 |
LNC | Pay Day | Aug 3, 2026 | $0.45 |
PNR (adam254) | Pay Day | Aug 7, 2026 | $0.27 |
WMT | Ex-Dividend | Aug 21, 2026 | $0.25 |
WMT (adam254) | Ex-Dividend | Aug 21, 2026 | $0.25 |
WMT | Pay Day | Sep 8, 2026 | $0.25 |
WMT (adam254) | Pay Day | Sep 8, 2026 | $0.25 |
Performance Metrics
Score 6.7/10
Beta
0.82
0.82
0
0.8
1.2
0
2
Sharpe Ratio
0.87
0.87
0
0.5
1
1.5
1.5
Sortino Ratio
1.55
1.55
0
1
2
3
3
Jensen's Alpha
4.59
4.59
-2
0
2
5
5
Omega Ratio
1.18
1.18
0
1
1.5
2.5
2.5
Treynor Ratio
1.59
1.59
0
0.75
1.25
2
2
Information Ratio
0.18
0.18
0
0.3
0.6
1
1
Calmar Ratio
0.59
0.59
0
0.3
0.6
1
1
Beta
0.82
0.82
0
0.8
1.2
0
2
Sharpe Ratio
0.87
0.87
0
0.5
1
1.5
1.5
Sortino Ratio
1.55
1.55
0
1
2
3
3
Jensen's Alpha
4.59
4.59
-2
0
2
5
5
Omega Ratio
1.18
1.18
0
1
1.5
2.5
2.5
Treynor Ratio
1.59
1.59
0
0.75
1.25
2
2
Information Ratio
0.18
0.18
0
0.3
0.6
1
1
Calmar Ratio
0.59
0.59
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
28.43
High:GPC
228.95GPCLow:
INTC
-178.48INTCDetails
PEG Ratio
190.11
High:CAH
1,514.56CAHLow:INTC
-207.36INTCDetails
Price/Book
6.54
High:CL
469.62CLLow:HPQ
-167.01HPQDetails
Price/Sales
5.38
High:
AMD
23.05AMDLow:
EHTH
0.09EHTHDetails
Price/CF
17.3
High:NKE
54.38NKELow:OGZDL.L
2.84OGZDL.LDetails
Price/FCF
49.72
High:NEE
2,356.18NEELow:JPM
6.1JPMDetails
P/E Ratio
28.43
High:GPC
228.95GPCLow:INTC
-178.48INTCDetails
PEG Ratio
190.11
High:CAH
1,514.56CAHLow:INTC
-207.36INTCDetails
Price/Book
6.54
High:CL
469.62CLLow:HPQ
-167.01HPQDetails
Price/Sales
5.38
High:AMD
23.05AMDLow:EHTH
0.09EHTHDetails
Price/CF
17.3
High:NKE
54.38NKELow:OGZDL.L
2.84OGZDL.LDetails
Price/FCF
49.72
High:NEE
2,356.18NEELow:JPM
6.1JPMDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-31.22% | Nov 2021 | Mar 2024 | 28 |
-7.45% | Sep 2020 | Nov 2020 | 2 |
-7.1% | Feb 2025 | Jun 2025 | 4 |
-6.92% | Feb 2026 | Apr 2026 | 2 |
-5.72% | Apr 2024 | Aug 2024 | 4 |
-4.72% | May 2021 | Aug 2021 | 3 |
-4.45% | Sep 2021 | Oct 2021 | 1 |
-4.29% | Dec 2024 | Jan 2025 | 1 |
-2.88% | Jun 2026 | - | 1 |
-1.82% | Nov 2025 | Jan 2026 | 2 |
-0.09% | Oct 2024 | Nov 2024 | 1 |