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-3.43%
This Month
-3.43%
Year To Date
+17.9%
2 Years
+58.04%
5 Years
+120.46%
10 Years
+19.21%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs34.54%
- 👥 Copy Trading27.36%
- 🪙 Cryptocurrencies15.37%
- 💇♀️ Consumer Services11.74%
- 💰 Finance6.24%
- 🧬 Health Technology2.79%
- 💻 Electronic Technology0.75%
- ⚡ Utilities0.68%
- 🖥️ Technology Services0.27%
- 🚗 Consumer Durables0.24%
- 🍞 Consumer Non Durables0.04%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE38.53%
- 🇺🇸 Nasdaq20.98%
- 🇩🇪 Xetra ETFs20.5%
- 🌍 Digital Currency18.03%
- 🇬🇧 LSE0.48%
- Abu Dhabi0.29%
- 🇦🇪 Dubai Financial Market0.15%
- 🇩🇪 FRA0.15%
- 🇳🇱 Euronext Amsterdam0.11%
- 🇮🇹 Borsa Italiana0.09%
- 🇫🇷 Euronext Paris0.09%
- 🇦🇺 Sydney0.05%
- 🇭🇰 Hong Kong Exchanges0.03%
- 🇸🇪 Stockholm Stock Exchange0.03%
- 🇫🇮 Helsinki Stock Exchange0.03%
- 🇪🇸 Bolsa De Madrid0.03%
- 🇳🇴 Oslo Stock Exchange0.02%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States42.88%
- 🇬🇧 United Kingdom0.82%
- 🇨🇦 Canada0.82%
- 🇨🇳 China0.57%
- 🇮🇪 Ireland0.27%
- 🇹🇼 Taiwan0.26%
- 🇩🇪 Germany0.15%
- 🇳🇱 Netherlands0.15%
- 🇮🇹 Italy0.09%
- 🇫🇷 France0.05%
- 🇦🇺 Australia0.05%
- 🇰🇷 South Korea0.04%
- 🇸🇪 Sweden0.03%
- 🇫🇮 Finland0.03%
- 🇪🇸 Spain0.03%
- 🇧🇷 Brazil0.02%
- 🇳🇴 Norway0.02%
- 🇰🇾 Cayman Islands0.01%
Dividends
Dividend Yield
0.9%
16 out of 34 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $PFE (6.48%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 DividendGrowth | 0.27% | 2.18% | - |
 RCL | 0.17% | 1.48% | - |
 O | 0.14% | 4.92% | $3.09 |
 JNJ | 0.06% | 2.13% | $4.81 |
 FRT | 0.05% | 4.11% | $4.36 |
 CCI | 0.05% | 4.71% | $6.26 |
 WPC | 0.03% | 4.96% | $3.67 |
 MPT | 0.03% | 6.18% | $0.6 |
 5GRevolution | 0.02% | 1.93% | - |
 BigTech | 0.02% | 0.28% | - |
 NEE | 0.02% | 2.52% | $1.97 |
 OilWorldWide | 0.02% | 2.67% | - |
 rubymza | 0.01% | 0.75% | - |
 PFE | 0.01% | 6.48% | $1.66 |
 GoldWorldWide | 0% | 0.63% | - |
 PEP | 0% | 3.49% | $5.15 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6.3/10
Beta
1.16
1.16
0
0.8
1.2
0
2
Sharpe Ratio
0.57
0.57
0
0.5
1
1.5
1.5
Sortino Ratio
1.31
1.31
0
1
2
3
3
Jensen's Alpha
5
5
-2
0
2
6
6
Omega Ratio
1.39
1.39
0
1
1.5
2.5
2.5
Treynor Ratio
1.23
1.23
0
0.75
1.25
2
2
Information Ratio
0.27
0.27
0
0.3
0.6
1
1
Calmar Ratio
0.63
0.63
0
0.3
0.6
1
1
Beta
1.16
1.16
0
0.8
1.2
0
2
Sharpe Ratio
0.57
0.57
0
0.5
1
1.5
1.5
Sortino Ratio
1.31
1.31
0
1
2
3
3
Jensen's Alpha
5
5
-2
0
2
6
6
Omega Ratio
1.39
1.39
0
1
1.5
2.5
2.5
Treynor Ratio
1.23
1.23
0
0.75
1.25
2
2
Information Ratio
0.27
0.27
0
0.3
0.6
1
1
Calmar Ratio
0.63
0.63
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
21.98
High:
WBD
97.25WBDLow:MPT
-11.89MPTDetails
PEG Ratio
170.03
High:WPC
3,321.49WPCLow:
NIO
-132.09NIODetails
Price/Book
5.72
High:NIO
21.07NIOLow:CCI
-24.25CCIDetails
Price/Sales
5.64
High:O
10.58OLow:
RUN
1.12RUNDetails
Price/CF
15.72
High:JNJ
20.64JNJLow:WPC
11.1WPCDetails
Price/FCF
89.17
High:PEP
5,797.72PEPLow:WBD
23.15WBDDetails
P/E Ratio
21.98
High:WBD
97.25WBDLow:MPT
-11.89MPTDetails
PEG Ratio
170.03
High:WPC
3,321.49WPCLow:NIO
-132.09NIODetails
Price/Book
5.72
High:NIO
21.07NIOLow:CCI
-24.25CCIDetails
Price/Sales
5.64
High:O
10.58OLow:RUN
1.12RUNDetails
Price/CF
15.72
High:JNJ
20.64JNJLow:WPC
11.1WPCDetails
Price/FCF
89.17
High:PEP
5,797.72PEPLow:WBD
23.15WBDDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-28.02% | Sep 2021 | Mar 2024 | 30 |
-14.48% | Oct 2025 | - | 6 |
-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 |