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+0.64%
This Month
+13.04%
Year To Date
+34.95%
2 Years
+25.12%
5 Years
+20.99%
10 Years
+3.82%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs24.32%
- 🧬 Health Technology23.77%
- 👥 Copy Trading20.96%
- 💵 Cash10.41%
- 💰 Finance4.87%
- 🏥 Health Services4.46%
- 🛍️ Retail Trade3.77%
- ⛏️ Energy Minerals1.7%
- 🚗 Consumer Durables1.41%
- 🖥️ Technology Services1.34%
- 🧪 Process Industries0.89%
- 💻 Electronic Technology0.58%
- ⚡ Utilities0.56%
- 🛠️ Producer Manufacturing0.27%
- 💇♀️ Consumer Services0.11%
- 🪙 Cryptocurrencies0.11%
- 🍞 Consumer Non Durables0.1%
- 📦 Distribution Services0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE61.97%
- 🇺🇸 Nasdaq20.95%
- 🇬🇧 LSE3.91%
- 🌍 Digital Currency0.9%
- 🇭🇰 Hong Kong Exchanges0.58%
- 🇩🇪 Xetra ETFs0.54%
- 🇳🇱 Euronext Amsterdam0.12%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States29.91%
- 🇮🇪 Ireland24.83%
- 🇨🇳 China2.76%
- 🇬🇧 United Kingdom1%
- 🇹🇼 Taiwan0.7%
- 🇮🇱 Israel0.36%
- 🇱🇺 Luxembourg0.19%
- 🇳🇱 Netherlands0.16%
- 🇺🇾 Uruguay0.14%
- 🇸🇬 Singapore0.12%
- 🇨🇦 Canada0.07%
- 🇰🇾 Cayman Islands0.06%
- 🇦🇷 Argentina0.05%
- 🇭🇰 Hong Kong0.03%
Dividends
Dividend Yield
1.34%
15 out of 43 instruments pay dividend.
10 dividend payments in the next 30 days.
Highest Dividend: $IIPR (13.91%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 MDT.US | 0.62% | 2.94% | $2.77 |
 BXMT | 0.48% | 10.51% | $2.48 |
 UNH | 0.1% | 2.34% | $7.74 |
 OXY | 0.04% | 2.29% | $0.8 |
 StanleyDruck13F | 0.03% | 0.5% | - |
 AI-Revolution | 0.02% | 0.21% | - |
 NEE | 0.01% | 2.61% | $1.97 |
 FIS | 0.01% | 2.3% | $1.76 |
 LLY | 0.01% | 0.72% | $4.86 |
 ChinaTech | 0.01% | 0.88% | - |
 PHIA.NV | 0% | 3.48% | - |
 01211.HK | 0% | 1.39% | $3.41 |
 CMCX | 0% | 5.5% | $0.05 |
 IIPR | 0% | 13.91% | $7.34 |
 EXPI | 0% | 1.82% | $0.2 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 BZ (ChinaTech) | Pay Day | Oct 23, 2025 | $0.17 |
 YMM (ChinaTech) | Pay Day | Oct 27, 2025 | $0.10 |
 GE (AI-Revolution) | Pay Day | Oct 27, 2025 | $0.36 |
 LEN (StanleyDruck13F) | Pay Day | Oct 27, 2025 | $0.50 |
 ENTG (StanleyDruck13F) | Ex-Dividend | Oct 29, 2025 | $0.10 |
 DHR (StanleyDruck13F) | Pay Day | Oct 31, 2025 | $0.32 |
 C (StanleyDruck13F) | Ex-Dividend | Nov 3, 2025 | $0.60 |
 FCX (StanleyDruck13F) | Pay Day | Nov 3, 2025 | $0.15 |
 DAL (StanleyDruck13F) | Pay Day | Nov 6, 2025 | $0.19 |
 ATHM.CH (ChinaTech) | Pay Day | Nov 14, 2025 | $0.15 |
 ACN (AI-Revolution) | Pay Day | Nov 14, 2025 | $1.63 |
 GLW (StanleyDruck13F) | Ex-Dividend | Nov 14, 2025 | $0.28 |
ENTG (StanleyDruck13F) | Pay Day | Nov 19, 2025 | $0.10 |
 MSFT (AI-Revolution) | Ex-Dividend | Nov 20, 2025 | $0.91 |
MSFT (StanleyDruck13F) | Ex-Dividend | Nov 20, 2025 | $0.91 |
 WWD (StanleyDruck13F) | Ex-Dividend | Nov 20, 2025 | $0.28 |
C (StanleyDruck13F) | Pay Day | Nov 26, 2025 | $0.60 |
 GS (StanleyDruck13F) | Ex-Dividend | Dec 2, 2025 | $4.00 |
WWD (StanleyDruck13F) | Pay Day | Dec 4, 2025 | $0.28 |
 CRS (StanleyDruck13F) | Pay Day | Dec 4, 2025 | $0.20 |
MSFT (AI-Revolution) | Pay Day | Dec 11, 2025 | $0.91 |
 TSM (AI-Revolution) | Ex-Dividend | Dec 11, 2025 | $0.84 |
MSFT (StanleyDruck13F) | Pay Day | Dec 11, 2025 | $0.91 |
TSM (StanleyDruck13F) | Ex-Dividend | Dec 11, 2025 | $0.84 |
GLW (StanleyDruck13F) | Pay Day | Dec 12, 2025 | $0.28 |
 ASHR | Pay Day | Dec 30, 2025 | $0.00 |
GS (StanleyDruck13F) | Pay Day | Dec 30, 2025 | $4.00 |
TSM (AI-Revolution) | Pay Day | Jan 8, 2026 | $0.84 |
TSM (StanleyDruck13F) | Pay Day | Jan 8, 2026 | $0.84 |
Performance Metrics
Score 2.7/10
Beta
0.78
0.78
0
0.8
1.2
0
2
Sharpe Ratio
0.12
0.12
0
0.5
1
1.5
1.5
Sortino Ratio
0.17
0.17
0
1
2
3
3
Jensen's Alpha
-7.77
-7.77
-8
0
2
4.5
4.5
Omega Ratio
0.38
0.38
0
1
1.5
2.5
2.5
Treynor Ratio
0.18
0.18
0
0.75
1.25
2
2
Information Ratio
-1.3
-1.3
-2
0.3
0.6
1
1
Calmar Ratio
0.11
0.11
0
0.3
0.6
1
1
Beta
0.78
0.78
0
0.8
1.2
0
2
Sharpe Ratio
0.12
0.12
0
0.5
1
1.5
1.5
Sortino Ratio
0.17
0.17
0
1
2
3
3
Jensen's Alpha
-7.77
-7.77
-8
0
2
4.5
4.5
Omega Ratio
0.38
0.38
0
1
1.5
2.5
2.5
Treynor Ratio
0.18
0.18
0
0.75
1.25
2
2
Information Ratio
-1.3
-1.3
-2
0.3
0.6
1
1
Calmar Ratio
0.11
0.11
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
23.88
High:
FIS
254.36FISLow:
BXMT
-251.83BXMTDetails
PEG Ratio
45.11
High:FIS
248.86FISLow:BXMT
-273.26BXMTDetails
Price/Book
3.66
High:
LLY
41.92LLYLow:
HLF
-1.35HLFDetails
Price/Sales
2.15
High:LLY
13.67LLYLow:
TTCFQ
-TTCFQDetails
Price/CF
15.32
High:
RIVN
86.72RIVNLow:
CMCX
2.76CMCXDetails
Price/FCF
42.25
High:
NEE
2,356.18NEELow:CMCX
3.27CMCXDetails
P/E Ratio
23.88
High:FIS
254.36FISLow:BXMT
-251.83BXMTDetails
PEG Ratio
45.11
High:FIS
248.86FISLow:BXMT
-273.26BXMTDetails
Price/Book
3.66
High:LLY
41.92LLYLow:HLF
-1.35HLFDetails
Price/Sales
2.15
High:LLY
13.67LLYLow:TTCFQ
-TTCFQDetails
Price/CF
15.32
High:RIVN
86.72RIVNLow:CMCX
2.76CMCXDetails
Price/FCF
42.25
High:NEE
2,356.18NEELow:CMCX
3.27CMCXDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-32.3% | Nov 2021 | - | 48 |
-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 |