Loading...
-1.58%
This Month
-1.77%
Year To Date
+4.87%
2 Years
-4.12%
5 Years
+29.74%
10 Years
+4.63%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading43.19%
- 📊 ETFs16.19%
- 💵 Cash11.42%
- 🛠️ Producer Manufacturing8.19%
- 📡 Communications7.41%
- 🛍️ Retail Trade4.99%
- 💼 Commercial Services2.77%
- 🖥️ Technology Services1.56%
- 🏥 Health Services0.99%
- 🪙 Cryptocurrencies0.18%
- 🧬 Health Technology0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE51.12%
- 🇺🇸 Nasdaq33.78%
- 🌍 Digital Currency0.18%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States58.48%
- 🇨🇳 China6.55%
- 🇨🇦 Canada1.49%
- 🇬🇧 United Kingdom1.36%
- 🇮🇪 Ireland0.84%
Dividends
Dividend Yield
1.6%
5 out of 10 instruments pay dividend.
22 dividend payments in the next 30 days.
Highest Dividend: $T.US (4.85%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 DividendGrowth | 1.01% | 2.34% | - |
 T.US | 0.36% | 4.85% | $1.11 |
 MMM | 0.16% | 1.97% | $5.21 |
 BABA | 0.04% | 0.82% | $0.98 |
 PYPL | 0.03% | 1.01% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 JNJ (DividendGrowth) | Pay Day | Jun 9, 2026 | $1.34 |
 CVX.US (DividendGrowth) | Pay Day | Jun 10, 2026 | $1.78 |
 SPGI (DividendGrowth) | Pay Day | Jun 10, 2026 | $0.97 |
BABA | Ex-Dividend | Jun 11, 2026 | $1.05 |
 MSFT (DividendGrowth) | Pay Day | Jun 11, 2026 | $0.91 |
MMM | Pay Day | Jun 12, 2026 | $0.78 |
 KO (DividendGrowth) | Ex-Dividend | Jun 15, 2026 | $0.53 |
 NEE (DividendGrowth) | Pay Day | Jun 15, 2026 | $0.62 |
 XEL (DividendGrowth) | Ex-Dividend | Jun 15, 2026 | $0.59 |
 SLGN (DividendGrowth) | Pay Day | Jun 15, 2026 | $0.21 |
 MCD (DividendGrowth) | Pay Day | Jun 16, 2026 | $1.86 |
 ADI.US (DividendGrowth) | Pay Day | Jun 16, 2026 | $1.10 |
 NOC (DividendGrowth) | Pay Day | Jun 17, 2026 | $2.47 |
 BBY (DividendGrowth) | Ex-Dividend | Jun 18, 2026 | $0.96 |
 LIN (DividendGrowth) | Pay Day | Jun 18, 2026 | $1.60 |
 EVRG (DividendGrowth) | Pay Day | Jun 18, 2026 | $0.69 |
 FDS (DividendGrowth) | Pay Day | Jun 18, 2026 | $1.16 |
 JKHY (DividendGrowth) | Pay Day | Jun 19, 2026 | $0.61 |
PYPL | Pay Day | Jun 25, 2026 | $0.14 |
 QCOM (DividendGrowth) | Pay Day | Jun 25, 2026 | $0.92 |
 LMT (DividendGrowth) | Pay Day | Jun 26, 2026 | $3.45 |
 LHX (DividendGrowth) | Pay Day | Jun 26, 2026 | $1.25 |
 ELS (DividendGrowth) | Ex-Dividend | Jun 26, 2026 | $0.54 |
 PEP (DividendGrowth) | Pay Day | Jun 30, 2026 | $1.48 |
 UNP (DividendGrowth) | Pay Day | Jun 30, 2026 | $1.38 |
KO (DividendGrowth) | Pay Day | Jul 1, 2026 | $0.53 |
 NKE (DividendGrowth) | Pay Day | Jul 1, 2026 | $0.41 |
 CAH (DividendGrowth) | Ex-Dividend | Jul 1, 2026 | $0.52 |
 RSG (DividendGrowth) | Ex-Dividend | Jul 2, 2026 | $0.63 |
 RGLD (DividendGrowth) | Ex-Dividend | Jul 2, 2026 | $0.47 |
 ROP (DividendGrowth) | Ex-Dividend | Jul 8, 2026 | $0.91 |
BBY (DividendGrowth) | Pay Day | Jul 9, 2026 | $0.96 |
ELS (DividendGrowth) | Pay Day | Jul 10, 2026 | $0.54 |
BABA | Pay Day | Jul 13, 2026 | $1.05 |
CAH (DividendGrowth) | Pay Day | Jul 15, 2026 | $0.52 |
RSG (DividendGrowth) | Pay Day | Jul 15, 2026 | $0.63 |
RGLD (DividendGrowth) | Pay Day | Jul 16, 2026 | $0.47 |
XEL (DividendGrowth) | Pay Day | Jul 20, 2026 | $0.59 |
 LOW (DividendGrowth) | Ex-Dividend | Jul 22, 2026 | $1.25 |
ROP (DividendGrowth) | Pay Day | Jul 22, 2026 | $0.91 |
LOW (DividendGrowth) | Pay Day | Aug 5, 2026 | $1.25 |
Performance Metrics
Score 3.2/10
Beta
0.44
0.44
0
0.8
1.2
0
2
Sharpe Ratio
0.2
0.2
0
0.5
1
1.5
1.5
Sortino Ratio
0.28
0.28
0
1
2
3
3
Jensen's Alpha
-3.16
-3.16
-4
0
2
4.5
4.5
Omega Ratio
0.48
0.48
0
1
1.5
2.5
2.5
Treynor Ratio
0.52
0.52
0
0.75
1.25
2
2
Information Ratio
-0.73
-0.73
-1
0.3
0.6
1
1
Calmar Ratio
0.17
0.17
0
0.3
0.6
1
1
Beta
0.44
0.44
0
0.8
1.2
0
2
Sharpe Ratio
0.2
0.2
0
0.5
1
1.5
1.5
Sortino Ratio
0.28
0.28
0
1
2
3
3
Jensen's Alpha
-3.16
-3.16
-4
0
2
4.5
4.5
Omega Ratio
0.48
0.48
0
1
1.5
2.5
2.5
Treynor Ratio
0.52
0.52
0
0.75
1.25
2
2
Information Ratio
-0.73
-0.73
-1
0.3
0.6
1
1
Calmar Ratio
0.17
0.17
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
13.16
High:MMM
29.47MMMLow:
BIDU
-5,810.34BIDUDetails
PEG Ratio
16.72
High:PYPL
41.53PYPLLow:
BNGO
-0.27BNGODetails
Price/Book
2.02
High:MMM
24.42MMMLow:BNGO
0.38BNGODetails
Price/Sales
1.79
High:MMM
3.25MMMLow:BNGO
0.48BNGODetails
Price/CF
11
High:
SOLV
75.9SOLVLow:T.US
5.25T.USDetails
Price/FCF
46.34
High:BABA
1,196.17BABALow:PYPL
7.94PYPLDetails
P/E Ratio
13.16
High:MMM
29.47MMMLow:BIDU
-5,810.34BIDUDetails
PEG Ratio
16.72
High:PYPL
41.53PYPLLow:BNGO
-0.27BNGODetails
Price/Book
2.02
High:MMM
24.42MMMLow:BNGO
0.38BNGODetails
Price/Sales
1.79
High:MMM
3.25MMMLow:BNGO
0.48BNGODetails
Price/CF
11
High:SOLV
75.9SOLVLow:T.US
5.25T.USDetails
Price/FCF
46.34
High:BABA
1,196.17BABALow:PYPL
7.94PYPLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-27.05% | Sep 2021 | - | 58 |
-8.55% | Apr 2020 | Jul 2020 | 3 |
-7.17% | Sep 2020 | Nov 2020 | 2 |
-1.76% | Feb 2021 | Mar 2021 | 1 |
-1.2% | May 2021 | Jun 2021 | 1 |