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+7.18%
This Month
+1.07%
Year To Date
+28.32%
2 Years
+44.08%
5 Years
+130.73%
10 Years
+20.01%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading27.33%
- 📊 ETFs24.41%
- 🪙 Cryptocurrencies16.35%
- 💇♀️ Consumer Services11.41%
- 🧩 Miscellaneous9.93%
- 💰 Finance5.95%
- 🧬 Health Technology2.57%
- 💻 Electronic Technology0.78%
- ⚡ Utilities0.65%
- 🚗 Consumer Durables0.32%
- 🖥️ Technology Services0.25%
- 🍞 Consumer Non Durables0.04%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE36.35%
- 🇺🇸 Nasdaq22.08%
- 🇩🇪 Xetra ETFs20.34%
- 🌍 Digital Currency19.2%
- 🇬🇧 LSE0.44%
- Abu Dhabi0.27%
- 🇦🇪 Dubai Financial Market0.14%
- 🇩🇪 FRA0.14%
- 🇳🇱 Euronext Amsterdam0.11%
- 🇮🇹 Borsa Italiana0.09%
- 🇫🇷 Euronext Paris0.09%
- 🇦🇺 Sydney0.04%
- 🇫🇮 Helsinki Stock Exchange0.04%
- 🇭🇰 Hong Kong Exchanges0.03%
- 🇸🇪 Stockholm Stock Exchange0.03%
- 🇪🇸 Bolsa De Madrid0.03%
- 🇳🇴 Oslo Stock Exchange0.02%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States41.98%
- 🇨🇦 Canada0.76%
- 🇬🇧 United Kingdom0.7%
- 🇨🇳 China0.64%
- 🇹🇼 Taiwan0.27%
- 🇮🇪 Ireland0.26%
- 🇳🇱 Netherlands0.15%
- 🇩🇪 Germany0.14%
- 🇮🇹 Italy0.09%
- 🇫🇷 France0.05%
- 🇰🇷 South Korea0.05%
- 🇦🇺 Australia0.04%
- 🇫🇮 Finland0.04%
- 🇸🇪 Sweden0.03%
- 🇰🇾 Cayman Islands0.03%
- 🇪🇸 Spain0.03%
- 🇧🇷 Brazil0.02%
- 🇳🇴 Norway0.02%
Dividends
Dividend Yield
0.91%
17 out of 34 instruments pay dividend.
25 dividend payments in the next 30 days.
Highest Dividend: $MPT (6.48%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 DividendGrowth | 0.26% | 2.25% | - |
 RCL | 0.17% | 1.51% | - |
 O | 0.13% | 4.98% | $3.09 |
 JNJ | 0.06% | 2.25% | $4.81 |
 FRT | 0.05% | 4.01% | $4.36 |
 CCI | 0.05% | 4.93% | $6.26 |
 QQQ | 0.04% | 0.43% | - |
 WPC | 0.03% | 4.96% | $3.67 |
 MPT | 0.03% | 6.48% | $0.6 |
 5GRevolution | 0.02% | 1.72% | - |
 BigTech | 0.02% | 0.24% | - |
 NEE | 0.02% | 2.52% | $1.97 |
 OilWorldWide | 0.02% | 2.59% | - |
 rubymza | 0.01% | 0.59% | - |
 PFE | 0% | 6.24% | $1.66 |
 GoldWorldWide | 0% | 0.72% | - |
 PEP | 0% | 3.63% | $5.15 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 AIR.PA (rubymza) | Pay Day | Apr 23, 2026 | $3.78 |
 RR.L (rubymza) | Ex-Dividend | Apr 23, 2026 | $0.07 |
 BA.L (rubymza) | Ex-Dividend | Apr 23, 2026 | $0.31 |
 CRM (BigTech) | Pay Day | Apr 23, 2026 | $0.44 |
 PG (DividendGrowth) | Ex-Dividend | Apr 24, 2026 | $1.09 |
 ASML.NV (rubymza) | Ex-Dividend | Apr 24, 2026 | $3.15 |
 ORCL (BigTech) | Pay Day | Apr 24, 2026 | $0.50 |
 MKC (DividendGrowth) | Pay Day | Apr 27, 2026 | $0.48 |
 KPN.NV (5GRevolution) | Pay Day | Apr 27, 2026 | $0.13 |
 AMT (5GRevolution) | Pay Day | Apr 28, 2026 | $1.79 |
O | Ex-Dividend | Apr 30, 2026 | $0.27 |
 JPM (rubymza) | Pay Day | Apr 30, 2026 | $1.50 |
 MRVL (BigTech) | Pay Day | Apr 30, 2026 | $0.06 |
MRVL (5GRevolution) | Pay Day | Apr 30, 2026 | $0.06 |
 EOG (OilWorldWide) | Pay Day | Apr 30, 2026 | $1.02 |
 TRGP (OilWorldWide) | Ex-Dividend | Apr 30, 2026 | $1.25 |
 TRP (OilWorldWide) | Pay Day | Apr 30, 2026 | $0.65 |
 BMY (DividendGrowth) | Pay Day | May 1, 2026 | $0.63 |
 CASY (DividendGrowth) | Ex-Dividend | May 1, 2026 | $0.57 |
 FCX (rubymza) | Pay Day | May 1, 2026 | $0.15 |
 T (5GRevolution) | Pay Day | May 1, 2026 | $0.28 |
 VZ (5GRevolution) | Pay Day | May 1, 2026 | $0.71 |
 TXN (DividendGrowth) | Ex-Dividend | May 5, 2026 | $1.42 |
ASML.NV (rubymza) | Pay Day | May 5, 2026 | $3.15 |
 LOW (DividendGrowth) | Pay Day | May 6, 2026 | $1.20 |
 SAP.DE (rubymza) | Ex-Dividend | May 6, 2026 | $2.95 |
 EQT (OilWorldWide) | Ex-Dividend | May 6, 2026 | $0.17 |
SAP.DE (rubymza) | Pay Day | May 8, 2026 | $2.95 |
 TGT (DividendGrowth) | Ex-Dividend | May 13, 2026 | $1.14 |
 EQNR.OL (OilWorldWide) | Ex-Dividend | May 13, 2026 | $0.39 |
O | Pay Day | May 15, 2026 | $0.27 |
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 |
TRGP (OilWorldWide) | Pay Day | May 15, 2026 | $1.25 |
 INW.MI (5GRevolution) | Ex-Dividend | May 18, 2026 | $0.64 |
 PSX (OilWorldWide) | Ex-Dividend | May 18, 2026 | $1.27 |
TXN (DividendGrowth) | Pay Day | May 19, 2026 | $1.42 |
INW.MI (5GRevolution) | Pay Day | May 20, 2026 | $0.64 |
 MSFT (DividendGrowth) | Ex-Dividend | May 21, 2026 | $0.91 |
MSFT (BigTech) | Ex-Dividend | May 21, 2026 | $0.91 |
 AMAT (BigTech) | Ex-Dividend | May 21, 2026 | $0.53 |
JNJ | Ex-Dividend | May 26, 2026 | $1.34 |
JNJ (DividendGrowth) | Ex-Dividend | May 26, 2026 | $1.34 |
EQNR.OL (OilWorldWide) | Pay Day | May 27, 2026 | $0.39 |
 TMUS (5GRevolution) | Ex-Dividend | May 29, 2026 | $1.02 |
TGT (DividendGrowth) | Pay Day | Jun 1, 2026 | $1.14 |
KR (DividendGrowth) | Pay Day | Jun 1, 2026 | $0.35 |
 GS (rubymza) | Ex-Dividend | Jun 1, 2026 | $4.50 |
PSX (OilWorldWide) | Pay Day | Jun 1, 2026 | $1.27 |
EQT (OilWorldWide) | Pay Day | Jun 1, 2026 | $0.17 |
RR.L (rubymza) | Pay Day | Jun 3, 2026 | $0.07 |
 1818.HK (GoldWorldWide) | Ex-Dividend | Jun 3, 2026 | $0.01 |
 QCOM (DividendGrowth) | Ex-Dividend | Jun 4, 2026 | $0.92 |
BA.L (rubymza) | Pay Day | Jun 4, 2026 | $0.31 |
JNJ | Pay Day | Jun 9, 2026 | $1.34 |
JNJ (DividendGrowth) | Pay Day | Jun 9, 2026 | $1.34 |
MSFT (DividendGrowth) | Pay Day | Jun 11, 2026 | $0.91 |
MSFT (BigTech) | Pay Day | Jun 11, 2026 | $0.91 |
AMAT (BigTech) | Pay Day | Jun 11, 2026 | $0.53 |
 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 |
ORA.PA (5GRevolution) | Pay Day | Jun 15, 2026 | $0.53 |
QCOM (DividendGrowth) | Pay Day | Jun 25, 2026 | $0.92 |
GS (rubymza) | Pay Day | Jun 29, 2026 | $4.50 |
 TTE.PA (OilWorldWide) | Ex-Dividend | Jun 30, 2026 | $1.01 |
1818.HK (GoldWorldWide) | Pay Day | Jun 30, 2026 | $0.01 |
TTE.PA (OilWorldWide) | Pay Day | Jul 2, 2026 | $1.01 |
TSM (BigTech) | Pay Day | Jul 9, 2026 | $0.95 |
Performance Metrics
Score 6.2/10
Beta
1.16
1.16
0
0.8
1.2
0
2
Sharpe Ratio
0.52
0.52
0
0.5
1
1.5
1.5
Sortino Ratio
1.19
1.19
0
1
2
3
3
Jensen's Alpha
4.94
4.94
-2
0
2
5
5
Omega Ratio
1.38
1.38
0
1
1.5
2.5
2.5
Treynor Ratio
1.12
1.12
0
0.75
1.25
2
2
Information Ratio
0.26
0.26
0
0.3
0.6
1
1
Calmar Ratio
0.57
0.57
0
0.3
0.6
1
1
Beta
1.16
1.16
0
0.8
1.2
0
2
Sharpe Ratio
0.52
0.52
0
0.5
1
1.5
1.5
Sortino Ratio
1.19
1.19
0
1
2
3
3
Jensen's Alpha
4.94
4.94
-2
0
2
5
5
Omega Ratio
1.38
1.38
0
1
1.5
2.5
2.5
Treynor Ratio
1.12
1.12
0
0.75
1.25
2
2
Information Ratio
0.26
0.26
0
0.3
0.6
1
1
Calmar Ratio
0.57
0.57
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
24.15
High:
WBD
95.58WBDLow:MPT
-11.37MPTDetails
PEG Ratio
171.72
High:WPC
3,366.62WPCLow:
NIO
-18.88NIODetails
Price/Book
5.55
High:NIO
27.69NIOLow:CCI
-23.6CCIDetails
Price/Sales
5.39
High:O
10.41OLow:
RUN
1.14RUNDetails
Price/CF
15.53
High:JNJ
20.64JNJLow:WPC
11.1WPCDetails
Price/FCF
90.52
High:NEE
2,356.18NEELow:WBD
23.15WBDDetails
P/E Ratio
24.15
High:WBD
95.58WBDLow:MPT
-11.37MPTDetails
PEG Ratio
171.72
High:WPC
3,366.62WPCLow:NIO
-18.88NIODetails
Price/Book
5.55
High:NIO
27.69NIOLow:CCI
-23.6CCIDetails
Price/Sales
5.39
High:O
10.41OLow:RUN
1.14RUNDetails
Price/CF
15.53
High:JNJ
20.64JNJLow:WPC
11.1WPCDetails
Price/FCF
90.52
High:NEE
2,356.18NEELow:WBD
23.15WBDDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-28.02% | Sep 2021 | Mar 2024 | 30 |
-16.49% | Oct 2025 | - | 7 |
-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 |