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0%
Today
+1.49%
This Month
+9.14%
Year To Date
+32.31%
2 Years
+32.31%
5 Years
+17.35%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs87.55%
- 👥 Copy Trading12.49%
- 💵 Cash0.03%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE70.12%
- 🇺🇸 Nasdaq15.69%
- 🇺🇸 Chicago Board Options Exchange7.84%
- 🇩🇪 Xetra ETFs6.27%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States11.32%
- 🇨🇦 Canada0.38%
- 🇬🇧 United Kingdom0.38%
- 🇮🇪 Ireland0.29%
Dividends
Dividend Yield
2.43%
20 out of 23 instruments pay dividend.
21 dividend payments in the next 30 days.
Highest Dividend: $EWZ (7.39%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 SCHD | 0.56% | 3.97% | - |
 DividendGrowth | 0.32% | 2.6% | - |
 EWZ | 0.23% | 7.39% | - |
 FLKR | 0.18% | 5.91% | - |
 HYG | 0.15% | 5.83% | - |
 XLE | 0.11% | 3.5% | - |
 EWU | 0.11% | 3.53% | - |
 XLP | 0.11% | 2.46% | - |
 DIA.US | 0.1% | 1.52% | - |
 VTIP | 0.09% | 2.76% | - |
 EZU | 0.07% | 2.32% | - |
 EWJ | 0.07% | 2.12% | - |
 LIT | 0.07% | 1.04% | - |
 EWG | 0.06% | 1.91% | - |
 FXI | 0.05% | 1.52% | - |
 QUAL | 0.05% | 1.03% | - |
 XLF | 0.04% | 1.4% | - |
 SOXX | 0.02% | 0.72% | - |
 SMH | 0.02% | 0.45% | - |
 IBB | 0.01% | 0.32% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 BDX (DividendGrowth) | Ex-Dividend | Jun 9, 2025 | $1.04 |
 ATO (DividendGrowth) | Pay Day | Jun 9, 2025 | $0.87 |
 CVX (DividendGrowth) | Pay Day | Jun 10, 2025 | $1.71 |
 JNJ (DividendGrowth) | Pay Day | Jun 10, 2025 | $1.30 |
 SPGI (DividendGrowth) | Pay Day | Jun 11, 2025 | $0.96 |
 MSFT (DividendGrowth) | Pay Day | Jun 12, 2025 | $0.83 |
 KO (DividendGrowth) | Ex-Dividend | Jun 13, 2025 | $0.51 |
 ADP (DividendGrowth) | Ex-Dividend | Jun 13, 2025 | $1.54 |
 XEL (DividendGrowth) | Ex-Dividend | Jun 13, 2025 | $0.57 |
 MCD (DividendGrowth) | Pay Day | Jun 16, 2025 | $1.77 |
 NEE (DividendGrowth) | Pay Day | Jun 16, 2025 | $0.57 |
EWG | Pay Day | Jun 17, 2025 | $0.00 |
 BBY (DividendGrowth) | Ex-Dividend | Jun 18, 2025 | $0.95 |
 NOC (DividendGrowth) | Pay Day | Jun 18, 2025 | $2.31 |
 LHX (DividendGrowth) | Pay Day | Jun 18, 2025 | $1.20 |
 LIN (DividendGrowth) | Pay Day | Jun 18, 2025 | $1.50 |
 ADI (DividendGrowth) | Pay Day | Jun 18, 2025 | $0.99 |
 EVRG (DividendGrowth) | Pay Day | Jun 20, 2025 | $0.67 |
 LMT (DividendGrowth) | Pay Day | Jun 27, 2025 | $3.30 |
 ELS (DividendGrowth) | Ex-Dividend | Jun 27, 2025 | $0.52 |
 PEP (DividendGrowth) | Pay Day | Jun 30, 2025 | $1.42 |
BDX (DividendGrowth) | Pay Day | Jun 30, 2025 | $1.04 |
 ES (DividendGrowth) | Pay Day | Jun 30, 2025 | $0.75 |
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 |
 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 |
BBY (DividendGrowth) | Pay Day | Jul 10, 2025 | $0.95 |
ELS (DividendGrowth) | Pay Day | Jul 11, 2025 | $0.52 |
RSG (DividendGrowth) | Pay Day | Jul 15, 2025 | $0.58 |
XEL (DividendGrowth) | Pay Day | Jul 20, 2025 | $0.57 |
 LOW (DividendGrowth) | Ex-Dividend | Jul 23, 2025 | $1.20 |
SYY (DividendGrowth) | Pay Day | Jul 25, 2025 | $0.54 |
LOW (DividendGrowth) | Pay Day | Aug 6, 2025 | $1.20 |
GD (DividendGrowth) | Pay Day | Aug 8, 2025 | $1.50 |
APD (DividendGrowth) | Pay Day | Aug 11, 2025 | $1.79 |
EWU | Pay Day | Dec 20, 2025 | $0.73 |
EWJ | Pay Day | Dec 20, 2025 | $1.06 |
FXI | Pay Day | Dec 20, 2025 | $0.00 |
EWZ | Pay Day | Dec 20, 2025 | $0.00 |
EZU | Pay Day | Dec 20, 2025 | $0.00 |
SMH | Pay Day | Dec 24, 2025 | $1.07 |
FLKR | Pay Day | Dec 30, 2025 | $0.06 |
Performance Metrics
Score 6.4/10
Beta
0.73
0.73
0
0.8
1.2
0
2
Sharpe Ratio
1.04
1.04
0
0.5
1
2
2
Sortino Ratio
1.75
1.75
0
1
2
3
3
Jensen's Alpha
2.6
2.6
-2
0
2
4.5
4.5
Omega Ratio
0.92
0.92
0
1
1.5
2.5
2.5
Treynor Ratio
1.26
1.26
0
0.75
1.25
2
2
Information Ratio
-0.11
-0.11
-1
0.3
0.6
1
1
Calmar Ratio
3.29
3.29
0
0.3
0.6
4
4
Beta
0.73
0.73
0
0.8
1.2
0
2
Sharpe Ratio
1.04
1.04
0
0.5
1
2
2
Sortino Ratio
1.75
1.75
0
1
2
3
3
Jensen's Alpha
2.6
2.6
-2
0
2
4.5
4.5
Omega Ratio
0.92
0.92
0
1
1.5
2.5
2.5
Treynor Ratio
1.26
1.26
0
0.75
1.25
2
2
Information Ratio
-0.11
-0.11
-1
0.3
0.6
1
1
Calmar Ratio
3.29
3.29
0
0.3
0.6
4
4
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
N/A
Details
PEG Ratio
N/A
Details
Price/Book
N/A
Details
Price/Sales
N/A
Details
Price/CF
N/A
Details
Price/FCF
N/A
Details
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-4.97% | Apr 2024 | Jun 2024 | 2 |
-3.06% | Dec 2024 | Jan 2025 | 1 |
-2.51% | Mar 2025 | May 2025 | 2 |
-0.88% | Oct 2024 | Nov 2024 | 1 |
-0.68% | Oct 2023 | Nov 2023 | 1 |