Loading...
-4.85%
This Month
+0.19%
Year To Date
+17.89%
2 Years
+63.21%
5 Years
+128.74%
10 Years
+19.03%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading29.56%
- 📊 ETFs23.77%
- 🪙 Cryptocurrencies14.72%
- 💇♀️ Consumer Services10.92%
- 🧩 Miscellaneous10.84%
- 💰 Finance5.66%
- 🧬 Health Technology2.38%
- 💻 Electronic Technology1.01%
- ⚡ Utilities0.59%
- 🖥️ Technology Services0.29%
- 🚗 Consumer Durables0.25%
- 🍞 Consumer Non Durables0.03%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE35.09%
- 🇺🇸 Nasdaq25.77%
- 🇩🇪 Xetra ETFs19.87%
- 🌍 Digital Currency15.45%
- 🇬🇧 LSE0.42%
- Abu Dhabi0.26%
- 🇦🇪 Dubai Financial Market0.13%
- 🇩🇪 FRA0.12%
- 🇳🇱 Euronext Amsterdam0.12%
- 🇫🇷 Euronext Paris0.08%
- 🇮🇹 Borsa Italiana0.08%
- 🇫🇮 Helsinki Stock Exchange0.05%
- 🇦🇺 Sydney0.04%
- 🇪🇸 Bolsa De Madrid0.03%
- 🇸🇪 Stockholm Stock Exchange0.03%
- 🇭🇰 Hong Kong Exchanges0.03%
- 🇳🇴 Oslo Stock Exchange0.02%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States43.76%
- 🇨🇦 Canada0.75%
- 🇬🇧 United Kingdom0.67%
- 🇨🇳 China0.54%
- 🇹🇼 Taiwan0.31%
- 🇮🇪 Ireland0.24%
- 🇳🇱 Netherlands0.15%
- 🇩🇪 Germany0.12%
- 🇮🇹 Italy0.08%
- 🇫🇮 Finland0.05%
- 🇰🇷 South Korea0.05%
- 🇫🇷 France0.05%
- 🇦🇺 Australia0.04%
- 🇪🇸 Spain0.03%
- 🇰🇾 Cayman Islands0.03%
- 🇸🇪 Sweden0.03%
- 🇳🇴 Norway0.02%
- 🇧🇷 Brazil0.02%
Dividends
Dividend Yield
0.92%
17 out of 34 instruments pay dividend.
67 dividend payments in the next 30 days.
Highest Dividend: $MPT (6.99%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 DividendGrowth | 0.27% | 2.34% | - |
 RCL | 0.19% | 1.72% | - |
 O | 0.13% | 5.41% | $3.09 |
 JNJ | 0.05% | 2.29% | $4.81 |
 FRT | 0.05% | 3.78% | $4.36 |
 CCI | 0.04% | 4.56% | $6.26 |
 QQQ | 0.04% | 0.38% | - |
 WPC | 0.03% | 4.95% | $3.67 |
 MPT | 0.03% | 6.99% | $0.6 |
 BigTech | 0.02% | 0.2% | - |
 5GRevolution | 0.02% | 1.39% | - |
 NEE | 0.02% | 2.79% | $1.97 |
 OilWorldWide | 0.01% | 2.47% | - |
 rubymza | 0.01% | 0.59% | - |
 PFE | 0% | 6.69% | $1.66 |
 GoldWorldWide | 0% | 0.9% | - |
 PEP | 0% | 4.08% | $5.15 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 GOOG (rubymza) | Ex-Dividend | Jun 8, 2026 | $0.22 |
 GOOGL (BigTech) | Ex-Dividend | Jun 8, 2026 | $0.22 |
JNJ | Pay Day | Jun 9, 2026 | $1.34 |
JNJ (DividendGrowth) | Pay Day | Jun 9, 2026 | $1.34 |
 WPM (GoldWorldWide) | Pay Day | Jun 9, 2026 | $0.20 |
 CVX.US (DividendGrowth) | Pay Day | Jun 10, 2026 | $1.78 |
 SPGI (DividendGrowth) | Pay Day | Jun 10, 2026 | $0.97 |
CVX.US (rubymza) | Pay Day | Jun 10, 2026 | $1.78 |
 TU (5GRevolution) | Ex-Dividend | Jun 10, 2026 | $0.31 |
CVX.US (OilWorldWide) | Pay Day | Jun 10, 2026 | $1.78 |
 XOM (OilWorldWide) | Pay Day | Jun 10, 2026 | $1.03 |
 OXY (OilWorldWide) | Ex-Dividend | Jun 10, 2026 | $0.26 |
 CDE (GoldWorldWide) | Pay Day | Jun 10, 2026 | $0.02 |
 BTG.US (GoldWorldWide) | Ex-Dividend | Jun 10, 2026 | $0.02 |
 HL (GoldWorldWide) | Pay Day | Jun 10, 2026 | $0.00 |
 MSFT (DividendGrowth) | Pay Day | Jun 11, 2026 | $0.91 |
MSFT (BigTech) | Pay Day | Jun 11, 2026 | $0.91 |
 BABA (BigTech) | Ex-Dividend | Jun 11, 2026 | $1.05 |
 AMAT (BigTech) | Pay Day | Jun 11, 2026 | $0.53 |
 CRM (BigTech) | Ex-Dividend | Jun 11, 2026 | $0.44 |
 TSM (BigTech) | Ex-Dividend | Jun 11, 2026 | $0.95 |
 ORA.PA (5GRevolution) | Ex-Dividend | Jun 11, 2026 | $0.53 |
 TMUS (5GRevolution) | Pay Day | Jun 11, 2026 | $1.02 |
 AGI (GoldWorldWide) | Ex-Dividend | Jun 11, 2026 | $0.04 |
 FNV (GoldWorldWide) | Ex-Dividend | Jun 11, 2026 | $0.44 |
PFE | Pay Day | Jun 12, 2026 | $0.43 |
 AMT (5GRevolution) | Ex-Dividend | Jun 12, 2026 | $1.79 |
 WMB (OilWorldWide) | Ex-Dividend | Jun 12, 2026 | $0.53 |
 AU (GoldWorldWide) | Pay Day | Jun 12, 2026 | $1.16 |
NEE | Pay Day | Jun 15, 2026 | $0.62 |
CCI | Ex-Dividend | Jun 15, 2026 | $1.06 |
O | Pay Day | Jun 15, 2026 | $0.27 |
 KO (DividendGrowth) | Ex-Dividend | Jun 15, 2026 | $0.53 |
NEE (DividendGrowth) | Pay Day | Jun 15, 2026 | $0.62 |
 XEL (DividendGrowth) | Ex-Dividend | Jun 15, 2026 | $0.59 |
 SLGN (DividendGrowth) | Pay Day | Jun 15, 2026 | $0.21 |
GOOG (rubymza) | Pay Day | Jun 15, 2026 | $0.22 |
 META (BigTech) | Ex-Dividend | Jun 15, 2026 | $0.53 |
GOOGL (BigTech) | Pay Day | Jun 15, 2026 | $0.22 |
ORA.PA (5GRevolution) | Pay Day | Jun 15, 2026 | $0.53 |
 DLR (5GRevolution) | Ex-Dividend | Jun 15, 2026 | $1.22 |
 BCE (5GRevolution) | Ex-Dividend | Jun 15, 2026 | $0.32 |
 DVN (OilWorldWide) | Ex-Dividend | Jun 15, 2026 | $0.32 |
 CVE (OilWorldWide) | Ex-Dividend | Jun 15, 2026 | $0.16 |
 B (GoldWorldWide) | Pay Day | Jun 15, 2026 | $0.17 |
 AEM (GoldWorldWide) | Pay Day | Jun 15, 2026 | $0.45 |
 MCD (DividendGrowth) | Pay Day | Jun 16, 2026 | $1.86 |
 ADI.US (DividendGrowth) | Pay Day | Jun 16, 2026 | $1.10 |
 NOC (DividendGrowth) | Pay Day | Jun 17, 2026 | $2.47 |
 LRCX (BigTech) | Ex-Dividend | Jun 17, 2026 | $0.26 |
 MSI (5GRevolution) | Ex-Dividend | Jun 17, 2026 | $1.21 |
 EQIX (5GRevolution) | Pay Day | Jun 17, 2026 | $5.16 |
MPT | Ex-Dividend | Jun 18, 2026 | $0.09 |
 BBY (DividendGrowth) | Ex-Dividend | Jun 18, 2026 | $0.96 |
 LIN (DividendGrowth) | Pay Day | Jun 18, 2026 | $1.60 |
 EVRG (DividendGrowth) | Pay Day | Jun 18, 2026 | $0.69 |
 FDS (DividendGrowth) | Pay Day | Jun 18, 2026 | $1.16 |
 JKHY (DividendGrowth) | Pay Day | Jun 19, 2026 | $0.61 |
 NEM (GoldWorldWide) | Pay Day | Jun 22, 2026 | $0.26 |
 VLO (OilWorldWide) | Pay Day | Jun 23, 2026 | $1.20 |
BTG.US (GoldWorldWide) | Pay Day | Jun 23, 2026 | $0.02 |
 HAL (OilWorldWide) | Pay Day | Jun 24, 2026 | $0.17 |
 QCOM (DividendGrowth) | Pay Day | Jun 25, 2026 | $0.92 |
META (BigTech) | Pay Day | Jun 25, 2026 | $0.53 |
 SU (OilWorldWide) | Pay Day | Jun 25, 2026 | $0.44 |
AGI (GoldWorldWide) | Pay Day | Jun 25, 2026 | $0.04 |
FNV (GoldWorldWide) | Pay Day | Jun 25, 2026 | $0.44 |
 LMT (DividendGrowth) | Pay Day | Jun 26, 2026 | $3.45 |
 LHX (DividendGrowth) | Pay Day | Jun 26, 2026 | $1.25 |
 ELS (DividendGrowth) | Ex-Dividend | Jun 26, 2026 | $0.54 |
 NVDA (rubymza) | Pay Day | Jun 26, 2026 | $0.25 |
NVDA (BigTech) | Pay Day | Jun 26, 2026 | $0.25 |
NVDA (5GRevolution) | Pay Day | Jun 26, 2026 | $0.25 |
 BP.L (OilWorldWide) | Pay Day | Jun 26, 2026 | $0.08 |
 GS (rubymza) | Pay Day | Jun 29, 2026 | $4.50 |
 SHEL (rubymza) | Pay Day | Jun 29, 2026 | $0.78 |
 GLW (5GRevolution) | Pay Day | Jun 29, 2026 | $0.28 |
WMB (OilWorldWide) | Pay Day | Jun 29, 2026 | $0.53 |
 SHEL.L (OilWorldWide) | Pay Day | Jun 29, 2026 | $0.39 |
PEP | Pay Day | Jun 30, 2026 | $1.48 |
CCI | Pay Day | Jun 30, 2026 | $1.06 |
PEP (DividendGrowth) | Pay Day | Jun 30, 2026 | $1.48 |
 UNP (DividendGrowth) | Pay Day | Jun 30, 2026 | $1.38 |
DLR (5GRevolution) | Pay Day | Jun 30, 2026 | $1.22 |
 TTE.PA (OilWorldWide) | Ex-Dividend | Jun 30, 2026 | $1.01 |
DVN (OilWorldWide) | Pay Day | Jun 30, 2026 | $0.32 |
CVE (OilWorldWide) | Pay Day | Jun 30, 2026 | $0.16 |
 TRP (OilWorldWide) | Ex-Dividend | Jun 30, 2026 | $0.65 |
 1818.HK (GoldWorldWide) | Pay Day | Jun 30, 2026 | $0.01 |
FRT | Ex-Dividend | Jul 1, 2026 | $1.13 |
KO (DividendGrowth) | Pay Day | Jul 1, 2026 | $0.53 |
 NKE (DividendGrowth) | Pay Day | Jul 1, 2026 | $0.41 |
 CAH (DividendGrowth) | Ex-Dividend | Jul 1, 2026 | $0.52 |
CAH (rubymza) | Ex-Dividend | Jul 1, 2026 | $0.52 |
 CMCSA (5GRevolution) | Ex-Dividend | Jul 1, 2026 | $0.33 |
RCL | Pay Day | Jul 2, 2026 | $1.50 |
 RSG (DividendGrowth) | Ex-Dividend | Jul 2, 2026 | $0.63 |
 RGLD (DividendGrowth) | Ex-Dividend | Jul 2, 2026 | $0.47 |
CRM (BigTech) | Pay Day | Jul 2, 2026 | $0.44 |
TU (5GRevolution) | Pay Day | Jul 2, 2026 | $0.31 |
TTE.PA (OilWorldWide) | Pay Day | Jul 2, 2026 | $1.01 |
RGLD (GoldWorldWide) | Ex-Dividend | Jul 2, 2026 | $0.47 |
 JPM (rubymza) | Ex-Dividend | Jul 6, 2026 | $1.50 |
 CSCO (5GRevolution) | Ex-Dividend | Jul 6, 2026 | $0.42 |
 REP.MC (OilWorldWide) | Ex-Dividend | Jul 6, 2026 | $0.59 |
 ROP (DividendGrowth) | Ex-Dividend | Jul 8, 2026 | $0.91 |
LRCX (BigTech) | Pay Day | Jul 8, 2026 | $0.26 |
REP.MC (OilWorldWide) | Pay Day | Jul 8, 2026 | $0.59 |
BBY (DividendGrowth) | Pay Day | Jul 9, 2026 | $0.96 |
TSM (BigTech) | Pay Day | Jul 9, 2026 | $0.95 |
 SLB (OilWorldWide) | Pay Day | Jul 9, 2026 | $0.29 |
ELS (DividendGrowth) | Pay Day | Jul 10, 2026 | $0.54 |
BABA (BigTech) | Pay Day | Jul 13, 2026 | $1.05 |
AMT (5GRevolution) | Pay Day | Jul 13, 2026 | $1.79 |
FRT | Pay Day | Jul 15, 2026 | $1.13 |
CAH (DividendGrowth) | Pay Day | Jul 15, 2026 | $0.52 |
RSG (DividendGrowth) | Pay Day | Jul 15, 2026 | $0.63 |
CAH (rubymza) | Pay Day | Jul 15, 2026 | $0.52 |
MSI (5GRevolution) | Pay Day | Jul 15, 2026 | $1.21 |
BCE (5GRevolution) | Pay Day | Jul 15, 2026 | $0.32 |
OXY (OilWorldWide) | Pay Day | Jul 15, 2026 | $0.26 |
MPT | Pay Day | Jul 16, 2026 | $0.09 |
RGLD (DividendGrowth) | Pay Day | Jul 16, 2026 | $0.47 |
RGLD (GoldWorldWide) | Pay Day | Jul 16, 2026 | $0.47 |
 EOG (OilWorldWide) | Ex-Dividend | Jul 17, 2026 | $1.02 |
XEL (DividendGrowth) | Pay Day | Jul 20, 2026 | $0.59 |
 LOW (DividendGrowth) | Ex-Dividend | Jul 22, 2026 | $1.25 |
ROP (DividendGrowth) | Pay Day | Jul 22, 2026 | $0.91 |
CSCO (5GRevolution) | Pay Day | Jul 22, 2026 | $0.42 |
CMCSA (5GRevolution) | Pay Day | Jul 22, 2026 | $0.33 |
 VOD.L (5GRevolution) | Pay Day | Jul 30, 2026 | $0.03 |
JPM (rubymza) | Pay Day | Jul 31, 2026 | $1.50 |
EOG (OilWorldWide) | Pay Day | Jul 31, 2026 | $1.02 |
TRP (OilWorldWide) | Pay Day | Jul 31, 2026 | $0.65 |
LOW (DividendGrowth) | Pay Day | Aug 5, 2026 | $1.25 |
 EQNR.OL (OilWorldWide) | Ex-Dividend | Aug 13, 2026 | $0.39 |
EQNR.OL (OilWorldWide) | Pay Day | Aug 27, 2026 | $0.39 |
Performance Metrics
Score 6.3/10
Beta
1.12
1.12
0
0.8
1.2
0
2
Sharpe Ratio
0.56
0.56
0
0.5
1
1.5
1.5
Sortino Ratio
1.28
1.28
0
1
2
3
3
Jensen's Alpha
4.3
4.3
-2
0
2
5
5
Omega Ratio
1.32
1.32
0
1
1.5
2.5
2.5
Treynor Ratio
1.24
1.24
0
0.75
1.25
2
2
Information Ratio
0.23
0.23
0
0.3
0.6
1
1
Calmar Ratio
0.61
0.61
0
0.3
0.6
1
1
Beta
1.12
1.12
0
0.8
1.2
0
2
Sharpe Ratio
0.56
0.56
0
0.5
1
1.5
1.5
Sortino Ratio
1.28
1.28
0
1
2
3
3
Jensen's Alpha
4.3
4.3
-2
0
2
5
5
Omega Ratio
1.32
1.32
0
1
1.5
2.5
2.5
Treynor Ratio
1.24
1.24
0
0.75
1.25
2
2
Information Ratio
0.23
0.23
0
0.3
0.6
1
1
Calmar Ratio
0.61
0.61
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
22.86
High:O
49.09OLow:
WBD
-38.64WBDDetails
PEG Ratio
101.64
High:O
466.31OLow:WBD
-45.86WBDDetails
Price/Book
5.54
High:
NIO
20.33NIOLow:CCI
-21.3CCIDetails
Price/Sales
5.23
High:CCI
9.73CCILow:NIO
0.99NIODetails
Price/CF
16.46
High:JNJ
25.71JNJLow:RCL
11.18RCLDetails
Price/FCF
122.73
High:NEE
2,356.18NEELow:WBD
29.62WBDDetails
P/E Ratio
22.86
High:O
49.09OLow:WBD
-38.64WBDDetails
PEG Ratio
101.64
High:O
466.31OLow:WBD
-45.86WBDDetails
Price/Book
5.54
High:NIO
20.33NIOLow:CCI
-21.3CCIDetails
Price/Sales
5.23
High:CCI
9.73CCILow:NIO
0.99NIODetails
Price/CF
16.46
High:JNJ
25.71JNJLow:RCL
11.18RCLDetails
Price/FCF
122.73
High:NEE
2,356.18NEELow:WBD
29.62WBDDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-28.02% | Sep 2021 | Mar 2024 | 30 |
-16.49% | Oct 2025 | - | 9 |
-13.26% | May 2021 | Aug 2021 | 3 |
-11.61% | Dec 2024 | Jul 2025 | 7 |
-3.84% | Apr 2024 | May 2024 | 1 |
-3.26% | Mar 2021 | Apr 2021 | 1 |