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+0.55%
This Month
+8.76%
Year To Date
+26.13%
2 Years
+17.48%
5 Years
+16.41%
10 Years
+3.09%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🧬 Health Technology22.77%
- 👥 Copy Trading20.41%
- 💵 Cash16.95%
- 📊 ETFs14%
- 💰 Finance4.78%
- 💻 Electronic Technology4.13%
- 🏥 Health Services3.96%
- 🛍️ Retail Trade3.38%
- ⛏️ Energy Minerals1.96%
- 🚗 Consumer Durables1.48%
- 🪨 Non Energy Minerals1.39%
- 🖥️ Technology Services0.66%
- 🧪 Process Industries0.55%
- ⚡ Utilities0.49%
- 🍞 Consumer Non Durables0.31%
- 💼 Commercial Services0.29%
- 🛠️ Producer Manufacturing0.29%
- 💇♀️ Consumer Services0.15%
- 🪙 Cryptocurrencies0.15%
- 📦 Distribution Services0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE54.73%
- 🇺🇸 Nasdaq16.7%
- 🇬🇧 LSE3.46%
- 🇮🇹 Borsa Italiana2.43%
- 🌍 Digital Currency1.29%
- 🇩🇪 FRA1.09%
- 🇭🇰 Hong Kong Exchanges0.65%
- 🇩🇪 Xetra ETFs0.35%
- 🇨🇭 SIX0.19%
- 🇳🇱 Euronext Amsterdam0.13%
- 🇸🇪 Stockholm Stock Exchange0.01%
- 🇫🇷 Euronext Paris0.01%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States29.2%
- 🇮🇪 Ireland22.79%
- 🇨🇳 China2.64%
- 🇮🇹 Italy2.43%
- 🇨🇦 Canada1.77%
- 🇩🇪 Germany1.09%
- 🇬🇧 United Kingdom1.06%
- 🇹🇼 Taiwan0.57%
- 🇮🇱 Israel0.42%
- 🇱🇺 Luxembourg0.21%
- 🇨🇭 Switzerland0.2%
- 🇳🇱 Netherlands0.16%
- 🇺🇾 Uruguay0.15%
- 🇸🇬 Singapore0.11%
- 🇰🇾 Cayman Islands0.06%
- 🇦🇷 Argentina0.05%
- 🇭🇰 Hong Kong0.05%
- 🇯🇵 Japan0.01%
- 🇸🇪 Sweden0.01%
- 🇰🇷 South Korea0.01%
- 🇫🇷 France0.01%
Dividends
Dividend Yield
1.58%
27 out of 51 instruments pay dividend.
25 dividend payments in the next 30 days.
Highest Dividend: $IIPR (13.26%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 MDT.US | 0.59% | 3.04% | $2.77 |
 BXMT | 0.42% | 9.36% | $2.48 |
 VOO | 0.14% | 1.22% | - |
 UNH | 0.11% | 2.73% | $7.74 |
 TLT | 0.04% | 4.3% | - |
 OXY | 0.04% | 2.05% | $0.8 |
 LDO.MI | 0.03% | 1.1% | $0.28 |
 StanleyDruck13F | 0.02% | 0.52% | - |
 The-Chameleon | 0.02% | 0.61% | - |
 B | 0.02% | 1.62% | $0.4 |
 JNJ | 0.02% | 2.85% | $4.81 |
 ASHR | 0.02% | 1.09% | - |
 AI-Revolution | 0.02% | 0.22% | - |
 NEE | 0.02% | 3.12% | $1.97 |
 FIS | 0.01% | 2.27% | $1.76 |
 LLY | 0.01% | 0.8% | $4.86 |
 ChinaTech | 0.01% | 0.94% | - |
 SREN.ZU | 0.01% | 4.25% | $6.22 |
 PM | 0.01% | 3.34% | $5.2 |
 RHM.DE | 0% | 0.47% | $5.7 |
 PHIA.NV | 0% | 3.58% | - |
 01211.HK | 0% | 1.37% | $3.41 |
 Driverless | 0% | 0.88% | - |
 CMCX | 0% | 5.09% | $0.05 |
 CyberSecurity | 0% | 0.15% | - |
 IIPR | 0% | 13.26% | $7.34 |
 EXPI | 0% | 1.78% | $0.2 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 GOOGL (AI-Revolution) | Ex-Dividend | Sep 8, 2025 | $0.21 |
JNJ | Pay Day | Sep 9, 2025 | $1.30 |
LLY | Pay Day | Sep 10, 2025 | $1.50 |
FIS | Ex-Dividend | Sep 10, 2025 | $0.40 |
OXY | Ex-Dividend | Sep 10, 2025 | $0.24 |
LLY (StanleyDruck13F) | Pay Day | Sep 10, 2025 | $1.50 |
 GEN (CyberSecurity) | Pay Day | Sep 10, 2025 | $0.12 |
 NVDA (Driverless) | Ex-Dividend | Sep 11, 2025 | $0.01 |
 NTES (ChinaTech) | Pay Day | Sep 11, 2025 | $0.57 |
 MSFT (AI-Revolution) | Pay Day | Sep 11, 2025 | $0.83 |
NVDA (AI-Revolution) | Ex-Dividend | Sep 11, 2025 | $0.01 |
MSFT (StanleyDruck13F) | Pay Day | Sep 11, 2025 | $0.83 |
UNH | Ex-Dividend | Sep 15, 2025 | $2.21 |
NEE | Pay Day | Sep 15, 2025 | $0.57 |
B | Pay Day | Sep 15, 2025 | $0.15 |
 BWA (Driverless) | Pay Day | Sep 15, 2025 | $0.17 |
GOOGL (AI-Revolution) | Pay Day | Sep 15, 2025 | $0.21 |
 ADI (Driverless) | Pay Day | Sep 16, 2025 | $0.99 |
 TSM (AI-Revolution) | Ex-Dividend | Sep 16, 2025 | $0.82 |
TSM (StanleyDruck13F) | Ex-Dividend | Sep 16, 2025 | $0.82 |
 BCS (StanleyDruck13F) | Pay Day | Sep 16, 2025 | $0.16 |
 NXPI (Driverless) | Ex-Dividend | Sep 17, 2025 | $1.01 |
 CRM (AI-Revolution) | Ex-Dividend | Sep 17, 2025 | $0.42 |
 GM (Driverless) | Pay Day | Sep 18, 2025 | $0.15 |
 669.HK (ChinaTech) | Pay Day | Sep 19, 2025 | $0.16 |
 AVGO (AI-Revolution) | Ex-Dividend | Sep 22, 2025 | $0.59 |
AVGO (StanleyDruck13F) | Ex-Dividend | Sep 22, 2025 | $0.59 |
UNH | Pay Day | Sep 23, 2025 | $2.21 |
 QSR (StanleyDruck13F) | Ex-Dividend | Sep 23, 2025 | $0.62 |
FIS | Pay Day | Sep 24, 2025 | $0.40 |
 QCOM (Driverless) | Pay Day | Sep 25, 2025 | $0.89 |
 BAC (StanleyDruck13F) | Pay Day | Sep 26, 2025 | $0.28 |
 GS (StanleyDruck13F) | Pay Day | Sep 29, 2025 | $4.00 |
 GLW (StanleyDruck13F) | Pay Day | Sep 29, 2025 | $0.28 |
AVGO (AI-Revolution) | Pay Day | Sep 30, 2025 | $0.59 |
AVGO (StanleyDruck13F) | Pay Day | Sep 30, 2025 | $0.59 |
NVDA (Driverless) | Pay Day | Oct 2, 2025 | $0.01 |
NVDA (AI-Revolution) | Pay Day | Oct 2, 2025 | $0.01 |
 CSCO (CyberSecurity) | Ex-Dividend | Oct 3, 2025 | $0.41 |
QSR (StanleyDruck13F) | Pay Day | Oct 7, 2025 | $0.62 |
NXPI (Driverless) | Pay Day | Oct 8, 2025 | $1.01 |
 BZ (ChinaTech) | Ex-Dividend | Oct 8, 2025 | $0.17 |
CRM (AI-Revolution) | Pay Day | Oct 9, 2025 | $0.42 |
TSM (AI-Revolution) | Pay Day | Oct 9, 2025 | $0.82 |
TSM (StanleyDruck13F) | Pay Day | Oct 9, 2025 | $0.82 |
 0968.HK (ChinaTech) | Pay Day | Oct 10, 2025 | $0.00 |
 YMM (ChinaTech) | Ex-Dividend | Oct 10, 2025 | $0.10 |
OXY | Pay Day | Oct 15, 2025 | $0.24 |
CSCO (CyberSecurity) | Pay Day | Oct 22, 2025 | $0.41 |
BZ (ChinaTech) | Pay Day | Oct 23, 2025 | $0.17 |
YMM (ChinaTech) | Pay Day | Oct 27, 2025 | $0.10 |
ASHR | Pay Day | Dec 30, 2025 | $0.00 |
Performance Metrics
Score 2.6/10
Beta
0.78
0.78
0
0.8
1.2
0
2
Sharpe Ratio
0.07
0.07
0
0.5
1
1.5
1.5
Sortino Ratio
0.11
0.11
0
1
2
3
3
Jensen's Alpha
-8.11
-8.11
-9
0
2
4.5
4.5
Omega Ratio
0.37
0.37
0
1
1.5
2.5
2.5
Treynor Ratio
0.11
0.11
0
0.75
1.25
2
2
Information Ratio
-1.33
-1.33
-2
0.3
0.6
1
1
Calmar Ratio
0.09
0.09
0
0.3
0.6
1
1
Beta
0.78
0.78
0
0.8
1.2
0
2
Sharpe Ratio
0.07
0.07
0
0.5
1
1.5
1.5
Sortino Ratio
0.11
0.11
0
1
2
3
3
Jensen's Alpha
-8.11
-8.11
-9
0
2
4.5
4.5
Omega Ratio
0.37
0.37
0
1
1.5
2.5
2.5
Treynor Ratio
0.11
0.11
0
0.75
1.25
2
2
Information Ratio
-1.33
-1.33
-2
0.3
0.6
1
1
Calmar Ratio
0.09
0.09
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
22.63
High:
FIS
257.36FISLow:
BXMT
-282.82BXMTDetails
PEG Ratio
64.55
High:
LDO.MI
432.67LDO.MILow:BXMT
-306.89BXMTDetails
Price/Book
3.52
High:
LLY
37.68LLYLow:
PM
-21.02PMDetails
Price/Sales
2.12
High:
SHOP
19.19SHOPLow:
TTCFQ
-TTCFQDetails
Price/CF
15.28
High:
RIVN
86.72RIVNLow:
CMCX
2.76CMCXDetails
Price/FCF
45.2
High:
RHM.DE
5,198.92RHM.DELow:CMCX
3.27CMCXDetails
P/E Ratio
22.63
High:FIS
257.36FISLow:BXMT
-282.82BXMTDetails
PEG Ratio
64.55
High:LDO.MI
432.67LDO.MILow:BXMT
-306.89BXMTDetails
Price/Book
3.52
High:LLY
37.68LLYLow:PM
-21.02PMDetails
Price/Sales
2.12
High:SHOP
19.19SHOPLow:TTCFQ
-TTCFQDetails
Price/CF
15.28
High:RIVN
86.72RIVNLow:CMCX
2.76CMCXDetails
Price/FCF
45.2
High:RHM.DE
5,198.92RHM.DELow:CMCX
3.27CMCXDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-32.3% | Nov 2021 | - | 47 |
-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 |