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-0.57%
Today
+1.17%
This Month
+3.32%
Year To Date
+43.79%
2 Years
+129.64%
5 Years
+24.82%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies33.71%
- 📊 ETFs18.47%
- 💰 Finance14.74%
- 👥 Copy Trading13.27%
- 💇♀️ Consumer Services9.85%
- 💻 Electronic Technology6.14%
- 🧬 Health Technology1.55%
- 🖥️ Technology Services0.67%
- ⚡ Utilities0.52%
- 🚗 Consumer Durables0.17%
- 📡 Communications0.05%
- 🍞 Consumer Non Durables0.03%
- 💵 Cash0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE37.66%
- 🌍 Digital Currency33.73%
- 🇺🇸 Nasdaq19.75%
- 🇩🇪 Xetra ETFs7.86%
- 🇬🇧 LSE0.03%
- 🇫🇷 Euronext Paris0.03%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States45.03%
- 🇬🇧 United Kingdom0.45%
- 🇨🇳 China0.42%
- 🇮🇪 Ireland0.34%
- 🇨🇦 Canada0.24%
- 🇹🇼 Taiwan0.19%
- 🇳🇱 Netherlands0.15%
- 🇫🇷 France0.03%
- 🇮🇱 Israel0.02%
Dividends
Dividend Yield
1.38%
25 out of 38 instruments pay dividend.
36 dividend payments in the next 30 days.
Highest Dividend: $OHI (7.24%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 IRM | 0.23% | 2.93% | $2.6 |
 VGWD.DE | 0.19% | 2.44% | - |
 DividendGrowth | 0.19% | 2.57% | - |
 O | 0.13% | 5.5% | $3.09 |
 VNQ | 0.11% | 4.07% | - |
 OHI | 0.1% | 7.24% | $2.68 |
 RCL | 0.08% | 0.92% | - |
 CCI | 0.06% | 5.76% | $6.26 |
 FRT | 0.05% | 4.55% | $4.36 |
 JNJ | 0.05% | 3.2% | $4.81 |
 QQQ | 0.04% | 0.58% | - |
 WPC | 0.03% | 5.55% | $3.67 |
 MPW | 0.03% | 7.13% | $0.6 |
 BigTech | 0.02% | 0.36% | - |
 MCHI | 0.02% | 2.04% | - |
 NEE | 0.02% | 2.93% | $1.97 |
 AAPL | 0.01% | 0.51% | $0.97 |
 DIS | 0.01% | 0.84% | $0.75 |
 rubymza | 0.01% | 1.21% | - |
 PFE | 0% | 6.84% | $1.66 |
 T | 0% | 3.93% | $1.11 |
 VOO | 0% | 1.29% | - |
 PEP | 0% | 4.15% | $5.15 |
 NVDA | 0% | 0.03% | $0.02 |
 NLOP | 0% | -1.05% | $-0.34 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
NEE | Pay Day | Jun 16, 2025 | $0.57 |
IRM | Ex-Dividend | Jun 16, 2025 | $0.78 |
 MCD (DividendGrowth) | Pay Day | Jun 16, 2025 | $1.77 |
NEE (DividendGrowth) | Pay Day | Jun 16, 2025 | $0.57 |
 GOOG (rubymza) | Pay Day | Jun 16, 2025 | $0.21 |
 META (BigTech) | Ex-Dividend | Jun 16, 2025 | $0.52 |
 GOOGL (BigTech) | Pay Day | Jun 16, 2025 | $0.21 |
MPW | Ex-Dividend | Jun 18, 2025 | $0.08 |
 BBY (DividendGrowth) | Ex-Dividend | Jun 18, 2025 | $0.95 |
 NOC (DividendGrowth) | Pay Day | Jun 18, 2025 | $2.31 |
 LHX (DividendGrowth) | Pay Day | Jun 18, 2025 | $1.20 |
 LIN (DividendGrowth) | Pay Day | Jun 18, 2025 | $1.50 |
 ADI (DividendGrowth) | Pay Day | Jun 18, 2025 | $0.99 |
 CRM (BigTech) | Ex-Dividend | Jun 18, 2025 | $0.42 |
 EVRG (DividendGrowth) | Pay Day | Jun 20, 2025 | $0.67 |
 AVGO (BigTech) | Ex-Dividend | Jun 20, 2025 | $0.59 |
DIS | Ex-Dividend | Jun 24, 2025 | $0.50 |
META (BigTech) | Pay Day | Jun 26, 2025 | $0.52 |
 QCOM (BigTech) | Pay Day | Jun 26, 2025 | $0.89 |
 LMT (DividendGrowth) | Pay Day | Jun 27, 2025 | $3.30 |
 ELS (DividendGrowth) | Ex-Dividend | Jun 27, 2025 | $0.52 |
 GS (rubymza) | Pay Day | Jun 27, 2025 | $3.00 |
 DKS (rubymza) | Pay Day | Jun 27, 2025 | $1.21 |
PEP | Pay Day | Jun 30, 2025 | $1.42 |
CCI | Pay Day | Jun 30, 2025 | $1.06 |
PEP (DividendGrowth) | Pay Day | Jun 30, 2025 | $1.42 |
 BDX (DividendGrowth) | Pay Day | Jun 30, 2025 | $1.04 |
 ES (DividendGrowth) | Pay Day | Jun 30, 2025 | $0.75 |
 DBRG (rubymza) | Ex-Dividend | Jun 30, 2025 | $0.01 |
AVGO (BigTech) | Pay Day | Jun 30, 2025 | $0.59 |
O | Ex-Dividend | Jul 1, 2025 | $0.27 |
FRT | Ex-Dividend | Jul 1, 2025 | $1.10 |
 KO (DividendGrowth) | Pay Day | Jul 1, 2025 | $0.51 |
 NKE (DividendGrowth) | Pay Day | Jul 1, 2025 | $0.40 |
 ADP (DividendGrowth) | Pay Day | Jul 1, 2025 | $1.54 |
 APD (DividendGrowth) | Ex-Dividend | Jul 1, 2025 | $1.79 |
 KMB (DividendGrowth) | Pay Day | Jul 2, 2025 | $1.26 |
 RSG (DividendGrowth) | Ex-Dividend | Jul 2, 2025 | $0.58 |
NVDA | Pay Day | Jul 3, 2025 | $0.01 |
RCL | Pay Day | Jul 3, 2025 | $0.75 |
IRM | Pay Day | Jul 3, 2025 | $0.78 |
 SYY (DividendGrowth) | Ex-Dividend | Jul 3, 2025 | $0.54 |
 GD (DividendGrowth) | Ex-Dividend | Jul 3, 2025 | $1.50 |
 JPM (rubymza) | Ex-Dividend | Jul 3, 2025 | $1.40 |
NVDA (rubymza) | Pay Day | Jul 3, 2025 | $0.01 |
NVDA (BigTech) | Pay Day | Jul 3, 2025 | $0.01 |
BBY (DividendGrowth) | Pay Day | Jul 10, 2025 | $0.95 |
 TSM (rubymza) | Pay Day | Jul 10, 2025 | $0.68 |
 ORCL (BigTech) | Ex-Dividend | Jul 10, 2025 | $0.50 |
 BABA (BigTech) | Pay Day | Jul 10, 2025 | $0.95 |
CRM (BigTech) | Pay Day | Jul 10, 2025 | $0.42 |
TSM (BigTech) | Pay Day | Jul 10, 2025 | $0.68 |
ELS (DividendGrowth) | Pay Day | Jul 11, 2025 | $0.52 |
O | Pay Day | Jul 15, 2025 | $0.27 |
FRT | Pay Day | Jul 15, 2025 | $1.10 |
RSG (DividendGrowth) | Pay Day | Jul 15, 2025 | $0.58 |
DBRG (rubymza) | Pay Day | Jul 15, 2025 | $0.01 |
MPW | Pay Day | Jul 17, 2025 | $0.08 |
 XEL (DividendGrowth) | Pay Day | Jul 20, 2025 | $0.57 |
DIS | Pay Day | Jul 23, 2025 | $0.50 |
 LOW (DividendGrowth) | Ex-Dividend | Jul 23, 2025 | $1.20 |
ORCL (BigTech) | Pay Day | Jul 24, 2025 | $0.50 |
SYY (DividendGrowth) | Pay Day | Jul 25, 2025 | $0.54 |
JPM (rubymza) | Pay Day | Jul 31, 2025 | $1.40 |
 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 |
APD (DividendGrowth) | Pay Day | Aug 11, 2025 | $1.79 |
 TGT (DividendGrowth) | Ex-Dividend | Aug 13, 2025 | $1.14 |
CASY (DividendGrowth) | Pay Day | Aug 15, 2025 | $0.57 |
 MSFT (DividendGrowth) | Ex-Dividend | Aug 21, 2025 | $0.83 |
MSFT (rubymza) | Ex-Dividend | Aug 21, 2025 | $0.83 |
MSFT (BigTech) | Ex-Dividend | Aug 21, 2025 | $0.83 |
 AMAT (BigTech) | Ex-Dividend | Aug 21, 2025 | $0.46 |
TGT (DividendGrowth) | Pay Day | Sep 1, 2025 | $1.14 |
MSFT (DividendGrowth) | Pay Day | Sep 11, 2025 | $0.83 |
MSFT (rubymza) | Pay Day | Sep 11, 2025 | $0.83 |
MSFT (BigTech) | Pay Day | Sep 11, 2025 | $0.83 |
AMAT (BigTech) | Pay Day | Sep 11, 2025 | $0.46 |
MCHI | Pay Day | Dec 20, 2025 | $0.89 |
Performance Metrics
Score 6.9/10
Beta
1.18
1.18
0
0.8
1.2
0
2
Sharpe Ratio
0.64
0.64
0
0.5
1
1.5
1.5
Sortino Ratio
1.52
1.52
0
1
2
3
3
Jensen's Alpha
10.37
10.37
-2
0
2
11
11
Omega Ratio
1.77
1.77
0
1
1.5
2.5
2.5
Treynor Ratio
1.44
1.44
0
0.75
1.25
2
2
Information Ratio
0.44
0.44
0
0.3
0.6
1
1
Calmar Ratio
0.74
0.74
0
0.3
0.6
1
1
Beta
1.18
1.18
0
0.8
1.2
0
2
Sharpe Ratio
0.64
0.64
0
0.5
1
1.5
1.5
Sortino Ratio
1.52
1.52
0
1
2
3
3
Jensen's Alpha
10.37
10.37
-2
0
2
11
11
Omega Ratio
1.77
1.77
0
1
1.5
2.5
2.5
Treynor Ratio
1.44
1.44
0
0.75
1.25
2
2
Information Ratio
0.44
0.44
0
0.3
0.6
1
1
Calmar Ratio
0.74
0.74
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
36.73
High:
IRM
249.84IRMLow:
BATRK
-128.38BATRKDetails
PEG Ratio
275.93
High:
O
2,028.38OLow:
AI
-232.89AIDetails
Price/Book
23.51
High:
AAPL
44.55AAPLLow:
NIO
-139.34NIODetails
Price/Sales
10.2
High:
NVDA
24.03NVDALow:
WBD
0.65WBDDetails
Price/CF
28.62
High:BATRK
117.34BATRKLow:WBD
4.94WBDDetails
Price/FCF
38.59
High:
PEP
5,253.35PEPLow:WBD
6.09WBDDetails
P/E Ratio
36.73
High:IRM
249.84IRMLow:BATRK
-128.38BATRKDetails
PEG Ratio
275.93
High:O
2,028.38OLow:AI
-232.89AIDetails
Price/Book
23.51
High:AAPL
44.55AAPLLow:NIO
-139.34NIODetails
Price/Sales
10.2
High:NVDA
24.03NVDALow:WBD
0.65WBDDetails
Price/CF
28.62
High:BATRK
117.34BATRKLow:WBD
4.94WBDDetails
Price/FCF
38.59
High:PEP
5,253.35PEPLow:WBD
6.09WBDDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-28.02% | Sep 2021 | Mar 2024 | 30 |
-13.26% | May 2021 | Aug 2021 | 3 |
-11.61% | Dec 2024 | - | 7 |
-3.84% | Apr 2024 | May 2024 | 1 |
-3.26% | Mar 2021 | Apr 2021 | 1 |