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+0.55%
Today
+2.56%
This Month
+6.35%
Year To Date
+13.65%
2 Years
+13.84%
5 Years
+2.72%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading30.33%
- 💵 Cash24.98%
- 🧬 Health Technology22.71%
- 💰 Finance4.74%
- 💻 Electronic Technology4.37%
- 🛍️ Retail Trade3.12%
- 📊 ETFs2.68%
- ⛏️ Energy Minerals1.9%
- 🚗 Consumer Durables1.42%
- 🪨 Non Energy Minerals1.07%
- 🖥️ Technology Services0.79%
- ⚡ Utilities0.54%
- 🧪 Process Industries0.52%
- 🛠️ Producer Manufacturing0.36%
- 🍞 Consumer Non Durables0.33%
- 💼 Commercial Services0.27%
- 💇♀️ Consumer Services0.21%
- 🪙 Cryptocurrencies0.15%
- 🏥 Health Services0.09%
- 📦 Distribution Services0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE42.28%
- 🇺🇸 Nasdaq19.78%
- 🇬🇧 LSE3.72%
- 🇮🇹 Borsa Italiana2.57%
- 🇩🇪 FRA2%
- 🇭🇰 Hong Kong Exchanges1.74%
- 🌍 Digital Currency1.33%
- 🇪🇸 Bolsa De Madrid0.74%
- 🇩🇪 Xetra ETFs0.5%
- 🇨🇭 SIX0.48%
- 🇳🇱 Euronext Amsterdam0.12%
- 🇸🇪 Stockholm Stock Exchange0.01%
- 🇫🇷 Euronext Paris0.01%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States31.51%
- 🇮🇪 Ireland22.42%
- 🇨🇳 China3.39%
- 🇮🇹 Italy2.57%
- 🇩🇪 Germany2%
- 🇨🇦 Canada1.64%
- 🇪🇸 Spain0.74%
- 🇬🇧 United Kingdom0.64%
- 🇹🇼 Taiwan0.55%
- 🇨🇭 Switzerland0.49%
- 🇭🇰 Hong Kong0.45%
- 🇮🇱 Israel0.41%
- 🇱🇺 Luxembourg0.21%
- 🇺🇾 Uruguay0.18%
- 🇦🇷 Argentina0.15%
- 🇳🇱 Netherlands0.15%
- 🇸🇬 Singapore0.04%
- 🇩🇰 Denmark0.04%
- 🇯🇵 Japan0.01%
- 🇰🇷 South Korea0.01%
- 🇸🇪 Sweden0.01%
- 🇫🇷 France0.01%
Dividends
Dividend Yield
1.52%
26 out of 51 instruments pay dividend.
17 dividend payments in the next 30 days.
Highest Dividend: $IIPR (14.51%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 MDT.US | 0.6% | 3.13% | $2.77 |
 BXMT | 0.43% | 9.79% | $2.48 |
 RenewableEnergy | 0.16% | 1.69% | - |
 TLT | 0.04% | 4.39% | - |
 OXY | 0.04% | 2.14% | $0.8 |
 LDO.MI | 0.03% | 1.08% | $0.28 |
 JNJ | 0.02% | 3.09% | $4.81 |
 StanleyDruck13F | 0.02% | 0.45% | - |
 AI-Revolution | 0.02% | 0.22% | - |
 ASHR | 0.02% | 1.13% | - |
 B | 0.02% | 1.81% | $0.4 |
 The-Chameleon | 0.02% | 0.44% | - |
 NEE | 0.02% | 2.84% | $1.97 |
 FIS | 0.01% | 1.9% | $1.76 |
 LLY | 0.01% | 0.76% | $4.86 |
 ChinaTech | 0.01% | 1.11% | - |
 SREN.ZU | 0.01% | 4.12% | $6.22 |
 PM | 0.01% | 2.99% | $5.2 |
 RHM.DE | 0.01% | 0.46% | $5.7 |
 PHIA.NV | 0% | 4.03% | - |
 01211.HK | 0% | 1.08% | $3.41 |
 Driverless | 0% | 0.89% | - |
 CMCX | 0% | 4.77% | $0.05 |
 IIPR | 0% | 14.51% | $7.34 |
 CyberSecurity | 0% | 0.1% | - |
 EXPI | 0% | 2% | $0.2 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 CSCO (CyberSecurity) | Pay Day | Jul 23, 2025 | $0.41 |
 SSE.L (RenewableEnergy) | Ex-Dividend | Jul 24, 2025 | $0.58 |
 00175.HK (Driverless) | Pay Day | Jul 25, 2025 | $0.04 |
 GE (AI-Revolution) | Pay Day | Jul 25, 2025 | $0.36 |
01211.HK | Pay Day | Jul 29, 2025 | $0.55 |
01211.HK (Driverless) | Pay Day | Jul 29, 2025 | $0.55 |
 0992.HK (ChinaTech) | Ex-Dividend | Jul 30, 2025 | $0.04 |
 IBE.MC (RenewableEnergy) | Pay Day | Jul 30, 2025 | $0.46 |
 MRVL (Driverless) | Pay Day | Jul 31, 2025 | $0.06 |
 LNT (RenewableEnergy) | Ex-Dividend | Jul 31, 2025 | $0.51 |
 DAL (StanleyDruck13F) | Ex-Dividend | Jul 31, 2025 | $0.19 |
 KMI (StanleyDruck13F) | Ex-Dividend | Jul 31, 2025 | $0.29 |
 FCX (StanleyDruck13F) | Pay Day | Aug 1, 2025 | $0.15 |
 EQT (StanleyDruck13F) | Ex-Dividend | Aug 6, 2025 | $0.16 |
 2333.HK (Driverless) | Pay Day | Aug 8, 2025 | $0.06 |
 ST (Driverless) | Ex-Dividend | Aug 13, 2025 | $0.12 |
0992.HK (ChinaTech) | Pay Day | Aug 13, 2025 | $0.04 |
 ED (RenewableEnergy) | Ex-Dividend | Aug 13, 2025 | $0.85 |
 WAB (StanleyDruck13F) | Ex-Dividend | Aug 14, 2025 | $0.25 |
LLY | Ex-Dividend | Aug 15, 2025 | $1.50 |
CMCX | Pay Day | Aug 15, 2025 | $0.11 |
 DUK (RenewableEnergy) | Ex-Dividend | Aug 15, 2025 | $1.06 |
 0916.HK (RenewableEnergy) | Pay Day | Aug 15, 2025 | $0.03 |
LNT (RenewableEnergy) | Pay Day | Aug 15, 2025 | $0.51 |
 ACN (AI-Revolution) | Pay Day | Aug 15, 2025 | $1.48 |
LLY (StanleyDruck13F) | Ex-Dividend | Aug 15, 2025 | $1.50 |
KMI (StanleyDruck13F) | Pay Day | Aug 15, 2025 | $0.29 |
 GEV (RenewableEnergy) | Pay Day | Aug 18, 2025 | $0.25 |
 MSFT (AI-Revolution) | Ex-Dividend | Aug 21, 2025 | $0.83 |
DAL (StanleyDruck13F) | Pay Day | Aug 21, 2025 | $0.19 |
JNJ | Ex-Dividend | Aug 26, 2025 | $1.30 |
ST (Driverless) | Pay Day | Aug 27, 2025 | $0.12 |
WAB (StanleyDruck13F) | Pay Day | Aug 28, 2025 | $0.25 |
EQT (StanleyDruck13F) | Pay Day | Sep 2, 2025 | $0.16 |
 QCOM (Driverless) | Ex-Dividend | Sep 4, 2025 | $0.89 |
JNJ | Pay Day | Sep 9, 2025 | $1.30 |
LLY | Pay Day | Sep 10, 2025 | $1.50 |
LLY (StanleyDruck13F) | Pay Day | Sep 10, 2025 | $1.50 |
MSFT (AI-Revolution) | Pay Day | Sep 11, 2025 | $0.83 |
ED (RenewableEnergy) | Pay Day | Sep 15, 2025 | $0.85 |
DUK (RenewableEnergy) | Pay Day | Sep 16, 2025 | $1.06 |
 TSM (AI-Revolution) | Ex-Dividend | Sep 16, 2025 | $0.82 |
TSM (StanleyDruck13F) | Ex-Dividend | Sep 16, 2025 | $0.82 |
SSE.L (RenewableEnergy) | Pay Day | Sep 18, 2025 | $0.58 |
QCOM (Driverless) | Pay Day | Sep 25, 2025 | $0.89 |
TSM (AI-Revolution) | Pay Day | Oct 9, 2025 | $0.82 |
TSM (StanleyDruck13F) | Pay Day | Oct 9, 2025 | $0.82 |
ASHR | Pay Day | Dec 30, 2025 | $0.30 |
Performance Metrics
Score 2.5/10
Beta
0.78
0.78
0
0.8
1.2
0
2
Sharpe Ratio
0.02
0.02
0
0.5
1
1.5
1.5
Sortino Ratio
0.04
0.04
0
1
2
3
3
Jensen's Alpha
-8.32
-8.32
-9
0
2
4.5
4.5
Omega Ratio
0.37
0.37
0
1
1.5
2.5
2.5
Treynor Ratio
0.04
0.04
0
0.75
1.25
2
2
Information Ratio
-1.33
-1.33
-2
0.3
0.6
1
1
Calmar Ratio
0.07
0.07
0
0.3
0.6
1
1
Beta
0.78
0.78
0
0.8
1.2
0
2
Sharpe Ratio
0.02
0.02
0
0.5
1
1.5
1.5
Sortino Ratio
0.04
0.04
0
1
2
3
3
Jensen's Alpha
-8.32
-8.32
-9
0
2
4.5
4.5
Omega Ratio
0.37
0.37
0
1
1.5
2.5
2.5
Treynor Ratio
0.04
0.04
0
0.75
1.25
2
2
Information Ratio
-1.33
-1.33
-2
0.3
0.6
1
1
Calmar Ratio
0.07
0.07
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
27.43
High:
RHM.DE
104.79RHM.DELow:
EXPI
-91.5EXPIDetails
PEG Ratio
70.23
High:RHM.DE
248.82RHM.DELow:EXPI
-254.72EXPIDetails
Price/Book
3.73
High:
LLY
45.84LLYLow:
PM
-25.77PMDetails
Price/Sales
4.18
High:
SHOP
17.74SHOPLow:
TTCFQ
-TTCFQDetails
Price/CF
17.56
High:LLY
79.83LLYLow:
CMCX
2.76CMCXDetails
Price/FCF
78.87
High:
NEE
2,356.18NEELow:CMCX
3.27CMCXDetails
P/E Ratio
27.43
High:RHM.DE
104.79RHM.DELow:EXPI
-91.5EXPIDetails
PEG Ratio
70.23
High:RHM.DE
248.82RHM.DELow:EXPI
-254.72EXPIDetails
Price/Book
3.73
High:LLY
45.84LLYLow:PM
-25.77PMDetails
Price/Sales
4.18
High:SHOP
17.74SHOPLow:TTCFQ
-TTCFQDetails
Price/CF
17.56
High:LLY
79.83LLYLow:CMCX
2.76CMCXDetails
Price/FCF
78.87
High:NEE
2,356.18NEELow:CMCX
3.27CMCXDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-32.3% | Nov 2021 | - | 45 |
-4.77% | Sep 2021 | Oct 2021 | 1 |
-4.18% | Mar 2021 | Jun 2021 | 3 |
-3.27% | Sep 2020 | Nov 2020 | 2 |
-2.89% | Jul 2021 | Aug 2021 | 1 |