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-1.28%
This Month
+12.3%
Year To Date
+10.31%
2 Years
+12.71%
5 Years
+33.85%
10 Years
+5.71%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading41.2%
- 📊 ETFs16.32%
- 💵 Cash11.05%
- 🛠️ Producer Manufacturing8.82%
- 📡 Communications7.45%
- 🛍️ Retail Trade5.98%
- 💼 Commercial Services3.8%
- 🖥️ Technology Services1.42%
- 🏥 Health Services1.13%
- 🪙 Cryptocurrencies0.33%
- 🧬 Health Technology0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE54.79%
- 🇺🇸 Nasdaq30.59%
- 🌍 Digital Currency0.33%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States58.2%
- 🇨🇳 China7.4%
- 🇨🇦 Canada1.35%
- 🇮🇪 Ireland1.09%
- 🇬🇧 United Kingdom1.03%
Dividends
Dividend Yield
1.6%
5 out of 10 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: $T (4.39%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 DividendGrowth | 1.07% | 2.59% | - |
 T | 0.33% | 4.39% | $1.11 |
 MMM | 0.15% | 1.74% | $5.21 |
 BABA | 0.04% | 0.65% | $0.98 |
 PYPL | 0.01% | 0.22% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 JNJ (DividendGrowth) | Pay Day | Dec 9, 2025 | $1.30 |
 SPGI (DividendGrowth) | Pay Day | Dec 10, 2025 | $0.96 |
 MSFT (DividendGrowth) | Pay Day | Dec 11, 2025 | $0.91 |
 LMT (DividendGrowth) | Pay Day | Dec 30, 2025 | $3.45 |
Performance Metrics
Score 3.4/10
Beta
0.45
0.45
0
0.8
1.2
0
2
Sharpe Ratio
0.26
0.26
0
0.5
1
1.5
1.5
Sortino Ratio
0.36
0.36
0
1
2
3
3
Jensen's Alpha
-2.63
-2.63
-3
0
2
4.5
4.5
Omega Ratio
0.49
0.49
0
1
1.5
2.5
2.5
Treynor Ratio
0.65
0.65
0
0.75
1.25
2
2
Information Ratio
-0.68
-0.68
-1
0.3
0.6
1
1
Calmar Ratio
0.2
0.2
0
0.3
0.6
1
1
Beta
0.45
0.45
0
0.8
1.2
0
2
Sharpe Ratio
0.26
0.26
0
0.5
1
1.5
1.5
Sortino Ratio
0.36
0.36
0
1
2
3
3
Jensen's Alpha
-2.63
-2.63
-3
0
2
4.5
4.5
Omega Ratio
0.49
0.49
0
1
1.5
2.5
2.5
Treynor Ratio
0.65
0.65
0
0.75
1.25
2
2
Information Ratio
-0.68
-0.68
-1
0.3
0.6
1
1
Calmar Ratio
0.2
0.2
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
14.47
High:
BIDU
38.86BIDULow:
BNGO
-0.11BNGODetails
PEG Ratio
29.43
High:
PYPL
63.36PYPLLow:BNGO
-0.12BNGODetails
Price/Book
2.44
High:
MMM
19.22MMMLow:BNGO
0.33BNGODetails
Price/Sales
2.19
High:MMM
3.63MMMLow:BNGO
0.31BNGODetails
Price/CF
11.13
High:MMM
32.86MMMLow:
T
4.95TDetails
Price/FCF
26.29
High:MMM
2,385.78MMMLow:PYPL
11.57PYPLDetails
P/E Ratio
14.47
High:BIDU
38.86BIDULow:BNGO
-0.11BNGODetails
PEG Ratio
29.43
High:PYPL
63.36PYPLLow:BNGO
-0.12BNGODetails
Price/Book
2.44
High:MMM
19.22MMMLow:BNGO
0.33BNGODetails
Price/Sales
2.19
High:MMM
3.63MMMLow:BNGO
0.31BNGODetails
Price/CF
11.13
High:MMM
32.86MMMLow:T
4.95TDetails
Price/FCF
26.29
High:MMM
2,385.78MMMLow:PYPL
11.57PYPLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-27.05% | Sep 2021 | - | 52 |
-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 |