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+1.73%
This Month
+1.68%
Year To Date
+8.83%
2 Years
+0.91%
5 Years
+34.29%
10 Years
+5.42%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading43.25%
- 📊 ETFs16.2%
- 💵 Cash11.31%
- 🛠️ Producer Manufacturing8%
- 📡 Communications7.56%
- 🛍️ Retail Trade5.23%
- 💼 Commercial Services3.07%
- 🖥️ Technology Services1.43%
- 🏥 Health Services0.89%
- 🪙 Cryptocurrencies0.19%
- 🧬 Health Technology0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE51.65%
- 🇺🇸 Nasdaq33.67%
- 🌍 Digital Currency0.19%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States58.89%
- 🇨🇳 China6.66%
- 🇨🇦 Canada1.38%
- 🇬🇧 United Kingdom1.3%
- 🇮🇪 Ireland0.89%
Dividends
Dividend Yield
1.5%
5 out of 10 instruments pay dividend.
9 dividend payments in the next 30 days.
Highest Dividend: $T (4.24%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 DividendGrowth | 0.97% | 2.25% | - |
 T | 0.32% | 4.24% | $1.11 |
 MMM | 0.16% | 1.96% | $5.21 |
 BABA | 0.04% | 0.73% | $0.98 |
 PYPL | 0.02% | 0.55% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 LOW (DividendGrowth) | Ex-Dividend | Apr 22, 2026 | $1.20 |
 ROP (DividendGrowth) | Pay Day | Apr 22, 2026 | $0.91 |
 PG (DividendGrowth) | Ex-Dividend | Apr 24, 2026 | $1.09 |
 MKC (DividendGrowth) | Pay Day | Apr 27, 2026 | $0.48 |
T | Pay Day | May 1, 2026 | $0.28 |
 BMY (DividendGrowth) | Pay Day | May 1, 2026 | $0.63 |
 CASY (DividendGrowth) | Ex-Dividend | May 1, 2026 | $0.57 |
 TXN (DividendGrowth) | Ex-Dividend | May 5, 2026 | $1.42 |
LOW (DividendGrowth) | Pay Day | May 6, 2026 | $1.20 |
 TGT (DividendGrowth) | Ex-Dividend | May 13, 2026 | $1.14 |
PG (DividendGrowth) | Pay Day | May 15, 2026 | $1.09 |
 ACN (DividendGrowth) | Pay Day | May 15, 2026 | $1.63 |
 KR (DividendGrowth) | Ex-Dividend | May 15, 2026 | $0.35 |
CASY (DividendGrowth) | Pay Day | May 15, 2026 | $0.57 |
TXN (DividendGrowth) | Pay Day | May 19, 2026 | $1.42 |
 MSFT (DividendGrowth) | Ex-Dividend | May 21, 2026 | $0.91 |
 JNJ (DividendGrowth) | Ex-Dividend | May 26, 2026 | $1.34 |
TGT (DividendGrowth) | Pay Day | Jun 1, 2026 | $1.14 |
KR (DividendGrowth) | Pay Day | Jun 1, 2026 | $0.35 |
 QCOM (DividendGrowth) | Ex-Dividend | Jun 4, 2026 | $0.92 |
JNJ (DividendGrowth) | Pay Day | Jun 9, 2026 | $1.34 |
MSFT (DividendGrowth) | Pay Day | Jun 11, 2026 | $0.91 |
QCOM (DividendGrowth) | Pay Day | Jun 25, 2026 | $0.92 |
Performance Metrics
Score 3.2/10
Beta
0.46
0.46
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
-2.77
-2.77
-3
0
2
4.5
4.5
Omega Ratio
0.52
0.52
0
1
1.5
2.5
2.5
Treynor Ratio
0.5
0.5
0
0.75
1.25
2
2
Information Ratio
-0.64
-0.64
-1
0.3
0.6
1
1
Calmar Ratio
0.17
0.17
0
0.3
0.6
1
1
Beta
0.46
0.46
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
-2.77
-2.77
-3
0
2
4.5
4.5
Omega Ratio
0.52
0.52
0
1
1.5
2.5
2.5
Treynor Ratio
0.5
0.5
0
0.75
1.25
2
2
Information Ratio
-0.64
-0.64
-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
14.45
High:
BIDU
83.8BIDULow:
BNGO
-0.24BNGODetails
PEG Ratio
12.74
High:PYPL
26.56PYPLLow:BNGO
-0.26BNGODetails
Price/Book
2.21
High:MMM
17.07MMMLow:BNGO
0.31BNGODetails
Price/Sales
2
High:MMM
3.27MMMLow:BNGO
0.49BNGODetails
Price/CF
9.42
High:
SOLV
37.73SOLVLow:T
4.38TDetails
Price/FCF
33.08
High:BABA
1,196.17BABALow:PYPL
10.09PYPLDetails
P/E Ratio
14.45
High:BIDU
83.8BIDULow:BNGO
-0.24BNGODetails
PEG Ratio
12.74
High:PYPL
26.56PYPLLow:BNGO
-0.26BNGODetails
Price/Book
2.21
High:MMM
17.07MMMLow:BNGO
0.31BNGODetails
Price/Sales
2
High:MMM
3.27MMMLow:BNGO
0.49BNGODetails
Price/CF
9.42
High:SOLV
37.73SOLVLow:T
4.38TDetails
Price/FCF
33.08
High:BABA
1,196.17BABALow:PYPL
10.09PYPLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-27.05% | Sep 2021 | - | 56 |
-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 |