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+0.73%
This Month
+13.44%
Year To Date
+16.06%
2 Years
+21.87%
5 Years
+35.21%
10 Years
+6.22%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash59.75%
- 📊 ETFs15.13%
- 👥 Copy Trading12.24%
- 📡 Communications2.84%
- 🛠️ Producer Manufacturing2.69%
- 🛍️ Retail Trade2.05%
- 💼 Commercial Services1.34%
- 🖥️ Technology Services0.51%
- 🏥 Health Services0.32%
- 🪙 Cryptocurrencies0.21%
- 🧬 Health Technology0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE26.9%
- 🇺🇸 Nasdaq10.05%
- 🌍 Digital Currency0.21%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States18.22%
- 🇨🇳 China2.56%
- 🇨🇦 Canada0.38%
- 🇬🇧 United Kingdom0.36%
- 🇮🇪 Ireland0.3%
Dividends
Dividend Yield
0.72%
5 out of 12 instruments pay dividend.
14 dividend payments in the next 30 days.
Highest Dividend: $TLT (4.3%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 DividendGrowth | 0.31% | 2.56% | - |
 TLT | 0.24% | 4.3% | - |
 T | 0.11% | 3.79% | $1.11 |
 MMM | 0.05% | 1.86% | $5.21 |
 BABA | 0.01% | 0.62% | $0.98 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 BBY (DividendGrowth) | Ex-Dividend | Sep 18, 2025 | $0.95 |
 LIN (DividendGrowth) | Pay Day | Sep 18, 2025 | $1.50 |
 EVRG (DividendGrowth) | Pay Day | Sep 19, 2025 | $0.67 |
 ES (DividendGrowth) | Ex-Dividend | Sep 22, 2025 | $0.75 |
 LHX (DividendGrowth) | Pay Day | Sep 22, 2025 | $1.20 |
 LMT (DividendGrowth) | Pay Day | Sep 26, 2025 | $3.30 |
 ELS (DividendGrowth) | Ex-Dividend | Sep 26, 2025 | $0.52 |
 PEP (DividendGrowth) | Pay Day | Sep 30, 2025 | $1.42 |
 BDX (DividendGrowth) | Pay Day | Sep 30, 2025 | $1.04 |
ES (DividendGrowth) | Pay Day | Sep 30, 2025 | $0.75 |
 KO (DividendGrowth) | Pay Day | Oct 1, 2025 | $0.51 |
 NKE (DividendGrowth) | Pay Day | Oct 1, 2025 | $0.40 |
 ADP (DividendGrowth) | Pay Day | Oct 1, 2025 | $1.54 |
 APD (DividendGrowth) | Ex-Dividend | Oct 1, 2025 | $1.79 |
 KMB (DividendGrowth) | Pay Day | Oct 2, 2025 | $1.26 |
 RSG (DividendGrowth) | Ex-Dividend | Oct 2, 2025 | $0.62 |
 SYY (DividendGrowth) | Ex-Dividend | Oct 3, 2025 | $0.54 |
BBY (DividendGrowth) | Pay Day | Oct 9, 2025 | $0.95 |
 GD (DividendGrowth) | Ex-Dividend | Oct 10, 2025 | $1.50 |
ELS (DividendGrowth) | Pay Day | Oct 10, 2025 | $0.52 |
RSG (DividendGrowth) | Pay Day | Oct 15, 2025 | $0.62 |
 CL (DividendGrowth) | Ex-Dividend | Oct 17, 2025 | $0.52 |
 XEL (DividendGrowth) | Pay Day | Oct 20, 2025 | $0.57 |
 LOW (DividendGrowth) | Ex-Dividend | Oct 22, 2025 | $1.20 |
SYY (DividendGrowth) | Pay Day | Oct 24, 2025 | $0.54 |
 CASY (DividendGrowth) | Ex-Dividend | Oct 31, 2025 | $0.57 |
LOW (DividendGrowth) | Pay Day | Nov 5, 2025 | $1.20 |
APD (DividendGrowth) | Pay Day | Nov 10, 2025 | $1.79 |
CL (DividendGrowth) | Pay Day | Nov 14, 2025 | $0.52 |
GD (DividendGrowth) | Pay Day | Nov 14, 2025 | $1.50 |
CASY (DividendGrowth) | Pay Day | Nov 14, 2025 | $0.57 |
 MSFT (DividendGrowth) | Ex-Dividend | Nov 20, 2025 | $0.91 |
MSFT (DividendGrowth) | Pay Day | Dec 11, 2025 | $0.91 |
Performance Metrics
Score 3.4/10
Beta
0.46
0.46
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
-2.38
-2.38
-3
0
2
4.5
4.5
Omega Ratio
0.51
0.51
0
1
1.5
2.5
2.5
Treynor Ratio
0.68
0.68
0
0.75
1.25
2
2
Information Ratio
-0.64
-0.64
-1
0.3
0.6
1
1
Calmar Ratio
0.2
0.2
0
0.3
0.6
1
1
Beta
0.46
0.46
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
-2.38
-2.38
-3
0
2
4.5
4.5
Omega Ratio
0.51
0.51
0
1
1.5
2.5
2.5
Treynor Ratio
0.68
0.68
0
0.75
1.25
2
2
Information Ratio
-0.64
-0.64
-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
17.75
High:
SOLV
34.15SOLVLow:
BNGO
-0.04BNGODetails
PEG Ratio
589.42
High:
T
1,890.33TLow:BNGO
-0.05BNGODetails
Price/Book
2.6
High:
MMM
19.43MMMLow:BNGO
0.15BNGODetails
Price/Sales
2.28
High:MMM
3.44MMMLow:BNGO
0.22BNGODetails
Price/CF
9.06
High:MMM
82.67MMMLow:T
5.1TDetails
Price/FCF
23.62
High:SOLV
90.39SOLVLow:
PYPL
13.72PYPLDetails
P/E Ratio
17.75
High:SOLV
34.15SOLVLow:BNGO
-0.04BNGODetails
PEG Ratio
589.42
High:T
1,890.33TLow:BNGO
-0.05BNGODetails
Price/Book
2.6
High:MMM
19.43MMMLow:BNGO
0.15BNGODetails
Price/Sales
2.28
High:MMM
3.44MMMLow:BNGO
0.22BNGODetails
Price/CF
9.06
High:MMM
82.67MMMLow:T
5.1TDetails
Price/FCF
23.62
High:SOLV
90.39SOLVLow:PYPL
13.72PYPLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-27.05% | Sep 2021 | - | 49 |
-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 |