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+1.01%
Today
+1.52%
This Month
-0.29%
Year To Date
+36.9%
2 Years
+21.26%
5 Years
+20.16%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash35.04%
- 👥 Copy Trading24.87%
- 🖥️ Technology Services10.02%
- 🛍️ Retail Trade7.12%
- 💻 Electronic Technology6.67%
- 💼 Commercial Services4.58%
- 📊 ETFs3.85%
- 🪙 Cryptocurrencies2.3%
- 🧬 Health Technology0.36%
- ⛏️ Energy Minerals0.33%
- 📦 Distribution Services0.23%
- ⚡ Utilities0.22%
- 🛠️ Producer Manufacturing0.15%
- 💰 Finance0.02%
- 🚚 Transportation0.01%
- 📡 Communications0.01%
- 🏥 Health Services0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq25.29%
- 🇺🇸 NYSE12.24%
- 🇬🇧 LSE11.73%
- 🌍 Digital Currency2.67%
- 🇺🇸 Chicago Board Options Exchange0.87%
- 🇸🇦 Tadawul0.33%
- 🇳🇱 Euronext Amsterdam0.23%
- 🇸🇪 Stockholm Stock Exchange0.15%
- 🇫🇷 Euronext Paris0.14%
- 🇩🇪 FRA0.09%
- 🇧🇪 Euronext Brussels0.08%
- 🇩🇰 Copenhagen Stock Exchange0.08%
- 🇨🇭 SIX0.08%
- 🇪🇸 Bolsa De Madrid0.04%
- 🇮🇹 Borsa Italiana0.03%
- 🇭🇰 Hong Kong Exchanges0.02%
- 🇺🇸 OTC Markets Stock Exchange0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States25.69%
- 🇨🇦 Canada3.62%
- 🇨🇳 China3.32%
- 🇳🇱 Netherlands0.64%
- 🇸🇦 Saudi Arabia0.33%
- 🇸🇬 Singapore0.33%
- 🇬🇧 United Kingdom0.32%
- 🇹🇼 Taiwan0.3%
- 🇸🇪 Sweden0.15%
- 🇫🇷 France0.14%
- 🇮🇱 Israel0.12%
- 🇨🇭 Switzerland0.1%
- 🇩🇰 Denmark0.1%
- 🇩🇪 Germany0.09%
- 🇧🇪 Belgium0.08%
- 🇰🇾 Cayman Islands0.05%
- 🇮🇪 Ireland0.04%
- 🇪🇸 Spain0.04%
- 🇮🇹 Italy0.03%
- 🇱🇺 Luxembourg0.01%
- 🇧🇷 Brazil0.01%
- 🇺🇾 Uruguay0.01%
- 🇰🇷 South Korea0%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
0.26%
32 out of 58 instruments pay dividend.
52 dividend payments in the next 30 days.
Highest Dividend: $SAOC (6.74%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 Private-Equity | 0.05% | 2.25% | - |
 SPY | 0.04% | 1.29% | - |
 BABA | 0.03% | 0.87% | $0.98 |
 MSFT | 0.02% | 0.69% | $3 |
 SAOC | 0.02% | 6.74% | $1.87 |
 GOOG | 0.02% | 0.46% | $0.2 |
 WarrenBuffet-CF | 0.01% | 1.7% | - |
 CPHequities | 0.01% | 0.69% | - |
 BrunoSozzo | 0.01% | 0.65% | - |
 MadeInAmerica | 0.01% | 1.38% | - |
 AAPL | 0.01% | 0.49% | $0.97 |
 SYY | 0.01% | 2.78% | $2.01 |
 INTC | 0.01% | 2.47% | $0.5 |
 ITA | 0% | 0.78% | - |
 MRVL | 0% | 0.35% | $0.24 |
 Smudliczek | 0% | 1.76% | - |
 ASML | 0% | 0.78% | $5.57 |
 META | 0% | 0.29% | $1 |
 BESI.NV | 0% | 1.93% | $2.15 |
 VTV | 0% | 2.35% | - |
 TSM | 0% | 1.1% | $1.74 |
 VFH | 0% | 1.87% | - |
 TMO | 0% | 0.41% | $1.48 |
 AI-Revolution | 0% | 0.23% | - |
 PAVE | 0% | 0.57% | - |
 VST | 0% | 0.52% | $0.85 |
 FuturePayments | 0% | 0.59% | - |
 NVO | 0% | 1.59% | $0.98 |
 NVDA | 0% | 0.03% | $0.02 |
 BA.L | 0% | 1.71% | $0.3 |
 ITUB | 0% | -4.79% | $-0.15 |
 SNRE | 0% | -7.51% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
GOOG | Ex-Dividend | Jun 9, 2025 | $0.21 |
GOOG (CPHequities) | Ex-Dividend | Jun 9, 2025 | $0.21 |
GOOG (BrunoSozzo) | Ex-Dividend | Jun 9, 2025 | $0.21 |
 GOOGL (AI-Revolution) | Ex-Dividend | Jun 9, 2025 | $0.21 |
 ALL (Smudliczek) | Ex-Dividend | Jun 9, 2025 | $1.00 |
GOOGL (Smudliczek) | Ex-Dividend | Jun 9, 2025 | $0.21 |
 ZIM (Smudliczek) | Pay Day | Jun 9, 2025 | $0.74 |
 CNI (Smudliczek) | Ex-Dividend | Jun 9, 2025 | $0.64 |
 PATK (MadeInAmerica) | Pay Day | Jun 9, 2025 | $0.40 |
 CVX (WarrenBuffet-CF) | Pay Day | Jun 10, 2025 | $1.71 |
 OXY (WarrenBuffet-CF) | Ex-Dividend | Jun 10, 2025 | $0.24 |
 FIS (FuturePayments) | Ex-Dividend | Jun 10, 2025 | $0.40 |
 EDEN.PA (FuturePayments) | Ex-Dividend | Jun 10, 2025 | $1.27 |
NVDA | Ex-Dividend | Jun 11, 2025 | $0.01 |
NVDA (CPHequities) | Ex-Dividend | Jun 11, 2025 | $0.01 |
NVDA (AI-Revolution) | Ex-Dividend | Jun 11, 2025 | $0.01 |
MSFT | Pay Day | Jun 12, 2025 | $0.83 |
BABA | Ex-Dividend | Jun 12, 2025 | $0.95 |
TSM | Ex-Dividend | Jun 12, 2025 | $0.68 |
MSFT (CPHequities) | Pay Day | Jun 12, 2025 | $0.83 |
TSM (CPHequities) | Ex-Dividend | Jun 12, 2025 | $0.68 |
MSFT (BrunoSozzo) | Pay Day | Jun 12, 2025 | $0.83 |
 ICG.L (Private-Equity) | Ex-Dividend | Jun 12, 2025 | $0.76 |
MSFT (AI-Revolution) | Pay Day | Jun 12, 2025 | $0.83 |
BABA (AI-Revolution) | Ex-Dividend | Jun 12, 2025 | $0.95 |
TSM (AI-Revolution) | Ex-Dividend | Jun 12, 2025 | $0.68 |
EDEN.PA (FuturePayments) | Pay Day | Jun 12, 2025 | $1.27 |
 RTX (Smudliczek) | Pay Day | Jun 12, 2025 | $0.68 |
BABA (Smudliczek) | Ex-Dividend | Jun 12, 2025 | $0.95 |
 AMAT (Smudliczek) | Pay Day | Jun 12, 2025 | $0.46 |
TMO | Ex-Dividend | Jun 13, 2025 | $0.43 |
 AU (CPHequities) | Pay Day | Jun 13, 2025 | $0.12 |
 STEP (Private-Equity) | Ex-Dividend | Jun 13, 2025 | $0.24 |
 KO (WarrenBuffet-CF) | Ex-Dividend | Jun 13, 2025 | $0.51 |
 CB (WarrenBuffet-CF) | Ex-Dividend | Jun 13, 2025 | $0.97 |
 DPZ (WarrenBuffet-CF) | Ex-Dividend | Jun 13, 2025 | $1.74 |
 GPN (FuturePayments) | Ex-Dividend | Jun 13, 2025 | $0.25 |
 BFH (FuturePayments) | Pay Day | Jun 13, 2025 | $0.21 |
 TXT (MadeInAmerica) | Ex-Dividend | Jun 13, 2025 | $0.02 |
 HII (MadeInAmerica) | Pay Day | Jun 13, 2025 | $1.35 |
GOOG | Pay Day | Jun 16, 2025 | $0.21 |
META | Ex-Dividend | Jun 16, 2025 | $0.52 |
GOOG (CPHequities) | Pay Day | Jun 16, 2025 | $0.21 |
META (CPHequities) | Ex-Dividend | Jun 16, 2025 | $0.52 |
GOOG (BrunoSozzo) | Pay Day | Jun 16, 2025 | $0.21 |
 ARES (Private-Equity) | Ex-Dividend | Jun 16, 2025 | $1.12 |
META (AI-Revolution) | Ex-Dividend | Jun 16, 2025 | $0.52 |
GOOGL (AI-Revolution) | Pay Day | Jun 16, 2025 | $0.21 |
 WU (FuturePayments) | Ex-Dividend | Jun 16, 2025 | $0.24 |
 MO (Smudliczek) | Ex-Dividend | Jun 16, 2025 | $1.02 |
GOOGL (Smudliczek) | Pay Day | Jun 16, 2025 | $0.21 |
MO (MadeInAmerica) | Ex-Dividend | Jun 16, 2025 | $1.02 |
 EXP (MadeInAmerica) | Ex-Dividend | Jun 16, 2025 | $0.25 |
VST | Ex-Dividend | Jun 18, 2025 | $0.22 |
 JKHY (FuturePayments) | Pay Day | Jun 18, 2025 | $0.58 |
 NOC (Smudliczek) | Pay Day | Jun 18, 2025 | $2.31 |
NOC (MadeInAmerica) | Pay Day | Jun 18, 2025 | $2.31 |
 III (Private-Equity) | Ex-Dividend | Jun 19, 2025 | $0.56 |
 AVGO (CPHequities) | Ex-Dividend | Jun 20, 2025 | $0.59 |
 HLNE (Private-Equity) | Ex-Dividend | Jun 20, 2025 | $0.54 |
AVGO (AI-Revolution) | Ex-Dividend | Jun 20, 2025 | $0.59 |
 LDO.MI (CPHequities) | Ex-Dividend | Jun 23, 2025 | $0.56 |
FIS (FuturePayments) | Pay Day | Jun 24, 2025 | $0.40 |
LDO.MI (CPHequities) | Pay Day | Jun 25, 2025 | $0.56 |
META | Pay Day | Jun 26, 2025 | $0.52 |
META (CPHequities) | Pay Day | Jun 26, 2025 | $0.52 |
META (AI-Revolution) | Pay Day | Jun 26, 2025 | $0.52 |
 BAC (WarrenBuffet-CF) | Pay Day | Jun 27, 2025 | $0.26 |
 KHC (WarrenBuffet-CF) | Pay Day | Jun 27, 2025 | $0.40 |
GPN (FuturePayments) | Pay Day | Jun 27, 2025 | $0.25 |
 LMT (Smudliczek) | Pay Day | Jun 27, 2025 | $3.30 |
 BTI (Smudliczek) | Ex-Dividend | Jun 27, 2025 | $0.75 |
 CP (Smudliczek) | Ex-Dividend | Jun 27, 2025 | $0.16 |
LMT (MadeInAmerica) | Pay Day | Jun 27, 2025 | $3.30 |
VST | Pay Day | Jun 30, 2025 | $0.22 |
AVGO (CPHequities) | Pay Day | Jun 30, 2025 | $0.59 |
 DBRG (Private-Equity) | Ex-Dividend | Jun 30, 2025 | $0.01 |
ARES (Private-Equity) | Pay Day | Jun 30, 2025 | $1.12 |
STEP (Private-Equity) | Pay Day | Jun 30, 2025 | $0.24 |
AVGO (AI-Revolution) | Pay Day | Jun 30, 2025 | $0.59 |
DPZ (WarrenBuffet-CF) | Pay Day | Jun 30, 2025 | $1.74 |
WU (FuturePayments) | Pay Day | Jun 30, 2025 | $0.24 |
 PEP (Smudliczek) | Pay Day | Jun 30, 2025 | $1.42 |
 2318.HK (Smudliczek) | Pay Day | Jun 30, 2025 | $0.22 |
CNI (Smudliczek) | Pay Day | Jun 30, 2025 | $0.64 |
 DE (MadeInAmerica) | Ex-Dividend | Jun 30, 2025 | $1.62 |
 STLD (MadeInAmerica) | Ex-Dividend | Jun 30, 2025 | $0.50 |
 MLM (MadeInAmerica) | Pay Day | Jun 30, 2025 | $0.79 |
 LII (MadeInAmerica) | Ex-Dividend | Jun 30, 2025 | $1.30 |
 MCK (CPHequities) | Pay Day | Jul 1, 2025 | $0.71 |
KO (WarrenBuffet-CF) | Pay Day | Jul 1, 2025 | $0.51 |
ALL (Smudliczek) | Pay Day | Jul 1, 2025 | $1.00 |
TXT (MadeInAmerica) | Pay Day | Jul 1, 2025 | $0.02 |
NVDA | Pay Day | Jul 3, 2025 | $0.01 |
SYY | Ex-Dividend | Jul 3, 2025 | $0.54 |
NVDA (CPHequities) | Pay Day | Jul 3, 2025 | $0.01 |
NVDA (AI-Revolution) | Pay Day | Jul 3, 2025 | $0.01 |
CB (WarrenBuffet-CF) | Pay Day | Jul 3, 2025 | $0.97 |
 GD (Smudliczek) | Ex-Dividend | Jul 3, 2025 | $1.50 |
 RCL (Smudliczek) | Pay Day | Jul 3, 2025 | $0.75 |
HLNE (Private-Equity) | Pay Day | Jul 7, 2025 | $0.54 |
 IDR.MC (Smudliczek) | Ex-Dividend | Jul 8, 2025 | $0.26 |
BABA | Pay Day | Jul 10, 2025 | $0.95 |
TSM | Pay Day | Jul 10, 2025 | $0.68 |
TSM (CPHequities) | Pay Day | Jul 10, 2025 | $0.68 |
BABA (AI-Revolution) | Pay Day | Jul 10, 2025 | $0.95 |
TSM (AI-Revolution) | Pay Day | Jul 10, 2025 | $0.68 |
BABA (Smudliczek) | Pay Day | Jul 10, 2025 | $0.95 |
IDR.MC (Smudliczek) | Pay Day | Jul 10, 2025 | $0.26 |
MO (Smudliczek) | Pay Day | Jul 10, 2025 | $1.02 |
MO (MadeInAmerica) | Pay Day | Jul 10, 2025 | $1.02 |
STLD (MadeInAmerica) | Pay Day | Jul 11, 2025 | $0.50 |
EXP (MadeInAmerica) | Pay Day | Jul 14, 2025 | $0.25 |
TMO | Pay Day | Jul 15, 2025 | $0.43 |
DBRG (Private-Equity) | Pay Day | Jul 15, 2025 | $0.01 |
OXY (WarrenBuffet-CF) | Pay Day | Jul 15, 2025 | $0.24 |
LII (MadeInAmerica) | Pay Day | Jul 15, 2025 | $1.30 |
SYY | Pay Day | Jul 25, 2025 | $0.54 |
III (Private-Equity) | Pay Day | Jul 25, 2025 | $0.56 |
CP (Smudliczek) | Pay Day | Jul 28, 2025 | $0.16 |
ICG.L (Private-Equity) | Pay Day | Aug 1, 2025 | $0.76 |
BTI (Smudliczek) | Pay Day | Aug 6, 2025 | $0.75 |
GD (Smudliczek) | Pay Day | Aug 8, 2025 | $1.50 |
DE (MadeInAmerica) | Pay Day | Aug 8, 2025 | $1.62 |
 EQT.ST (Private-Equity) | Ex-Dividend | Nov 28, 2025 | $0.22 |
EQT.ST (Private-Equity) | Pay Day | Dec 4, 2025 | $0.22 |
 INDA (CPHequities) | Pay Day | Dec 20, 2025 | $0.00 |
Performance Metrics
Score 7.1/10
Beta
0.83
0.83
0
0.8
1.2
0
2
Sharpe Ratio
0.83
0.83
0
0.5
1
1.5
1.5
Sortino Ratio
1.46
1.46
0
1
2
3
3
Jensen's Alpha
10.85
10.85
-2
0
2
11
11
Omega Ratio
1.43
1.43
0
1
1.5
2.5
2.5
Treynor Ratio
1.91
1.91
0
0.75
1.25
2
2
Information Ratio
0.44
0.44
0
0.3
0.6
1
1
Calmar Ratio
0.43
0.43
0
0.3
0.6
1
1
Beta
0.83
0.83
0
0.8
1.2
0
2
Sharpe Ratio
0.83
0.83
0
0.5
1
1.5
1.5
Sortino Ratio
1.46
1.46
0
1
2
3
3
Jensen's Alpha
10.85
10.85
-2
0
2
11
11
Omega Ratio
1.43
1.43
0
1
1.5
2.5
2.5
Treynor Ratio
1.91
1.91
0
0.75
1.25
2
2
Information Ratio
0.44
0.44
0
0.3
0.6
1
1
Calmar Ratio
0.43
0.43
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
28.5
High:
SE
119.83SELow:
MRVL
-113.56MRVLDetails
PEG Ratio
68.27
High:
BA.L
506.6BA.LLow:MRVL
-227.14MRVLDetails
Price/Book
8.31
High:
AAPL
44.87AAPLLow:
BZUN
0.3BZUNDetails
Price/Sales
6.27
High:
RGTI
356.61RGTILow:BZUN
0.12BZUNDetails
Price/CF
19.03
High:
HOOD
92.21HOODLow:
ITUB
2.38ITUBDetails
Price/FCF
44.19
High:
BESI.NV
1,383.94BESI.NVLow:ITUB
2.95ITUBDetails
P/E Ratio
28.5
High:SE
119.83SELow:MRVL
-113.56MRVLDetails
PEG Ratio
68.27
High:BA.L
506.6BA.LLow:MRVL
-227.14MRVLDetails
Price/Book
8.31
High:AAPL
44.87AAPLLow:BZUN
0.3BZUNDetails
Price/Sales
6.27
High:RGTI
356.61RGTILow:BZUN
0.12BZUNDetails
Price/CF
19.03
High:HOOD
92.21HOODLow:ITUB
2.38ITUBDetails
Price/FCF
44.19
High:BESI.NV
1,383.94BESI.NVLow:ITUB
2.95ITUBDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-46.51% | Jul 2021 | Sep 2024 | 38 |
-18.62% | Sep 2018 | Apr 2019 | 7 |
-16.12% | Oct 2016 | Jan 2017 | 3 |
-11.55% | May 2019 | Jul 2019 | 2 |
-9.07% | Feb 2025 | - | 5 |
-7.75% | Mar 2018 | May 2018 | 2 |
-4.92% | Feb 2016 | May 2016 | 3 |
-4.14% | Jun 2016 | Jul 2016 | 1 |
-3.64% | Sep 2020 | Apr 2021 | 7 |
-3.02% | Sep 2017 | Oct 2017 | 1 |
-2.79% | May 2021 | Jun 2021 | 1 |
-1.08% | Oct 2024 | Nov 2024 | 1 |
-0.97% | Sep 2019 | Oct 2019 | 1 |
-0.81% | May 2020 | Jun 2020 | 1 |