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+2.49%
This Month
+12.26%
Year To Date
+8.83%
2 Years
+22.85%
5 Years
+33.8%
10 Years
+6.21%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash41.94%
- 📊 ETFs27.76%
- 👥 Copy Trading12.27%
- 💻 Electronic Technology8.49%
- 📡 Communications2.71%
- 🛠️ Producer Manufacturing2.59%
- 🛍️ Retail Trade1.51%
- 💼 Commercial Services1.41%
- 🖥️ Technology Services0.33%
- 🏥 Health Services0.32%
- 🪙 Cryptocurrencies0.2%
- 🧬 Health Technology0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE38.85%
- 🇺🇸 Nasdaq18.38%
- 🌍 Digital Currency0.2%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States26.6%
- 🇨🇳 China1.84%
- 🇨🇦 Canada0.37%
- 🇬🇧 United Kingdom0.36%
- 🇮🇪 Ireland0.3%
Dividends
Dividend Yield
0.88%
6 out of 14 instruments pay dividend.
8 dividend payments in the next 30 days.
Highest Dividend: $TLT (4.3%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 T | Pay Day | Aug 1, 2025 | $0.28 |
 CASY (DividendGrowth) | Ex-Dividend | Aug 1, 2025 | $0.57 |
 LOW (DividendGrowth) | Pay Day | Aug 6, 2025 | $1.20 |
 GD (DividendGrowth) | Pay Day | Aug 8, 2025 | $1.50 |
 TXN (DividendGrowth) | Pay Day | Aug 12, 2025 | $1.36 |
 TGT (DividendGrowth) | Ex-Dividend | Aug 13, 2025 | $1.14 |
 BRO (DividendGrowth) | Ex-Dividend | Aug 13, 2025 | $0.15 |
 PG (DividendGrowth) | Pay Day | Aug 15, 2025 | $1.06 |
 CL (DividendGrowth) | Pay Day | Aug 15, 2025 | $0.52 |
 SHW (DividendGrowth) | Ex-Dividend | Aug 15, 2025 | $0.79 |
CASY (DividendGrowth) | Pay Day | Aug 15, 2025 | $0.57 |
 CHD (DividendGrowth) | Ex-Dividend | Aug 15, 2025 | $0.30 |
BRO (DividendGrowth) | Pay Day | Aug 20, 2025 | $0.15 |
 MSFT (DividendGrowth) | Ex-Dividend | Aug 21, 2025 | $0.83 |
 JNJ (DividendGrowth) | Ex-Dividend | Aug 26, 2025 | $1.30 |
 SPGI (DividendGrowth) | Ex-Dividend | Aug 26, 2025 | $0.96 |
 NEE (DividendGrowth) | Ex-Dividend | Aug 28, 2025 | $0.57 |
TGT (DividendGrowth) | Pay Day | Sep 1, 2025 | $1.14 |
 MCD (DividendGrowth) | Ex-Dividend | Sep 2, 2025 | $1.77 |
 LMT (DividendGrowth) | Ex-Dividend | Sep 2, 2025 | $3.30 |
CHD (DividendGrowth) | Pay Day | Sep 2, 2025 | $0.30 |
 LIN (DividendGrowth) | Ex-Dividend | Sep 4, 2025 | $1.50 |
 PEP (DividendGrowth) | Ex-Dividend | Sep 5, 2025 | $1.42 |
SHW (DividendGrowth) | Pay Day | Sep 5, 2025 | $0.79 |
 LHX (DividendGrowth) | Ex-Dividend | Sep 5, 2025 | $1.20 |
 BDX (DividendGrowth) | Ex-Dividend | Sep 8, 2025 | $1.04 |
JNJ (DividendGrowth) | Pay Day | Sep 9, 2025 | $1.30 |
SPGI (DividendGrowth) | Pay Day | Sep 10, 2025 | $0.96 |
MSFT (DividendGrowth) | Pay Day | Sep 11, 2025 | $0.83 |
 KO (DividendGrowth) | Ex-Dividend | Sep 15, 2025 | $0.51 |
NEE (DividendGrowth) | Pay Day | Sep 15, 2025 | $0.57 |
 XEL (DividendGrowth) | Ex-Dividend | Sep 15, 2025 | $0.57 |
MCD (DividendGrowth) | Pay Day | Sep 16, 2025 | $1.77 |
LIN (DividendGrowth) | Pay Day | Sep 18, 2025 | $1.50 |
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 |
KO (DividendGrowth) | Pay Day | Oct 1, 2025 | $0.51 |
 APD (DividendGrowth) | Ex-Dividend | Oct 1, 2025 | $1.79 |
 RSG (DividendGrowth) | Ex-Dividend | Oct 2, 2025 | $0.62 |
ELS (DividendGrowth) | Pay Day | Oct 10, 2025 | $0.52 |
RSG (DividendGrowth) | Pay Day | Oct 15, 2025 | $0.62 |
XEL (DividendGrowth) | Pay Day | Oct 20, 2025 | $0.57 |
APD (DividendGrowth) | Pay Day | Nov 10, 2025 | $1.79 |
Performance Metrics
Score 3.4/10
Beta
0.46
0.46
0
0.8
1.2
0
2
Sharpe Ratio
0.24
0.24
0
0.5
1
1.5
1.5
Sortino Ratio
0.33
0.33
0
1
2
3
3
Jensen's Alpha
-2.42
-2.42
-3
0
2
4.5
4.5
Omega Ratio
0.52
0.52
0
1
1.5
2.5
2.5
Treynor Ratio
0.63
0.63
0
0.75
1.25
2
2
Information Ratio
-0.62
-0.62
-1
0.3
0.6
1
1
Calmar Ratio
0.19
0.19
0
0.3
0.6
1
1
Beta
0.46
0.46
0
0.8
1.2
0
2
Sharpe Ratio
0.24
0.24
0
0.5
1
1.5
1.5
Sortino Ratio
0.33
0.33
0
1
2
3
3
Jensen's Alpha
-2.42
-2.42
-3
0
2
4.5
4.5
Omega Ratio
0.52
0.52
0
1
1.5
2.5
2.5
Treynor Ratio
0.63
0.63
0
0.75
1.25
2
2
Information Ratio
-0.62
-0.62
-1
0.3
0.6
1
1
Calmar Ratio
0.19
0.19
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
38.64
High:
AMD
131.59AMDLow:
BNGO
-0.05BNGODetails
PEG Ratio
360.17
High:
T
1,772.75TLow:BNGO
-0.06BNGODetails
Price/Book
3.59
High:
MMM
18.2MMMLow:BNGO
0.19BNGODetails
Price/Sales
4.22
High:AMD
10.52AMDLow:BNGO
0.29BNGODetails
Price/CF
19.05
High:MMM
82.67MMMLow:T
5.1TDetails
Price/FCF
38.77
High:AMD
60.96AMDLow:
PYPL
13.72PYPLDetails
P/E Ratio
38.64
High:AMD
131.59AMDLow:BNGO
-0.05BNGODetails
PEG Ratio
360.17
High:T
1,772.75TLow:BNGO
-0.06BNGODetails
Price/Book
3.59
High:MMM
18.2MMMLow:BNGO
0.19BNGODetails
Price/Sales
4.22
High:AMD
10.52AMDLow:BNGO
0.29BNGODetails
Price/CF
19.05
High:MMM
82.67MMMLow:T
5.1TDetails
Price/FCF
38.77
High:AMD
60.96AMDLow:PYPL
13.72PYPLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-27.05% | Sep 2021 | - | 47 |
-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 |