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+3.88%
This Month
+10.91%
Year To Date
+1.08%
2 Years
+42.9%
5 Years
+42.9%
10 Years
+14.32%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading66.85%
- 🧩 Miscellaneous15.27%
- 🪙 Cryptocurrencies13.69%
- 🖥️ Technology Services1.35%
- 💻 Electronic Technology1.03%
- 🍞 Consumer Non Durables1.03%
- 🧬 Health Technology0.72%
- 💵 Cash0.03%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq43.94%
- 🇺🇸 NYSE35.24%
- 🌍 Digital Currency16.33%
- 🇬🇧 LSE1.29%
- 🇩🇪 FRA0.69%
- 🇫🇷 Euronext Paris0.64%
- 🇳🇴 Oslo Stock Exchange0.36%
- 🇭🇰 Hong Kong Exchanges0.16%
- 🇦🇺 Sydney0.07%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States49.5%
- 🇨🇦 Canada4.19%
- 🇮🇱 Israel3.07%
- 🇬🇧 United Kingdom1.66%
- 🇮🇹 Italy1.58%
- 🇧🇷 Brazil1.5%
- 🇨🇱 Chile1.43%
- 🇸🇬 Singapore0.89%
- 🇩🇪 Germany0.69%
- 🇫🇷 France0.64%
- 🇮🇪 Ireland0.43%
- 🇳🇴 Norway0.36%
- 🇨🇳 China0.16%
- 🇦🇺 Australia0.07%
Dividends
Dividend Yield
0.84%
9 out of 49 instruments pay dividend.
38 dividend payments in the next 30 days.
Highest Dividend: $PFE (6.64%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 Momentum-LS | 0.43% | 0.87% | - |
 DividendGrowth | 0.2% | 2.28% | - |
 QQQ | 0.06% | 0.39% | - |
 thomaspj | 0.06% | 1.49% | - |
 PFE | 0.04% | 6.64% | $1.66 |
 GoldWorldWide | 0.02% | 0.9% | - |
 QCOM | 0.02% | 1.51% | $3.25 |
 BEI.DE | 0.01% | 1.38% | $1 |
 MC.PA | 0.01% | 2.75% | $13 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 JNJ (Momentum-LS) | Ex-Dividend | May 26, 2026 | $1.34 |
 SQM (Momentum-LS) | Pay Day | May 26, 2026 | $1.03 |
JNJ (DividendGrowth) | Ex-Dividend | May 26, 2026 | $1.34 |
 NEM (GoldWorldWide) | Ex-Dividend | May 27, 2026 | $0.26 |
 WPM (GoldWorldWide) | Ex-Dividend | May 27, 2026 | $0.20 |
 GLW (Momentum-LS) | Ex-Dividend | May 29, 2026 | $0.28 |
 AG (Momentum-LS) | Pay Day | May 29, 2026 | $0.02 |
 UNP (DividendGrowth) | Ex-Dividend | May 29, 2026 | $1.38 |
 SPGI (DividendGrowth) | Ex-Dividend | May 29, 2026 | $0.97 |
 FDS (DividendGrowth) | Ex-Dividend | May 29, 2026 | $1.16 |
 B (GoldWorldWide) | Ex-Dividend | May 29, 2026 | $0.17 |
AG (GoldWorldWide) | Pay Day | May 29, 2026 | $0.02 |
 AU (GoldWorldWide) | Ex-Dividend | May 29, 2026 | $1.16 |
 GS (thomaspj) | Ex-Dividend | Jun 1, 2026 | $4.50 |
 NKE (DividendGrowth) | Ex-Dividend | Jun 1, 2026 | $0.41 |
 LMT (DividendGrowth) | Ex-Dividend | Jun 1, 2026 | $3.45 |
 TGT (DividendGrowth) | Pay Day | Jun 1, 2026 | $1.14 |
 KR (DividendGrowth) | Pay Day | Jun 1, 2026 | $0.35 |
 NOC (DividendGrowth) | Ex-Dividend | Jun 1, 2026 | $2.47 |
 SLGN (DividendGrowth) | Ex-Dividend | Jun 1, 2026 | $0.21 |
 CHD (DividendGrowth) | Pay Day | Jun 1, 2026 | $0.31 |
 JKHY (DividendGrowth) | Ex-Dividend | Jun 1, 2026 | $0.61 |
 PAAS (GoldWorldWide) | Pay Day | Jun 1, 2026 | $0.18 |
 AEM (GoldWorldWide) | Ex-Dividend | Jun 1, 2026 | $0.45 |
 MCD (DividendGrowth) | Ex-Dividend | Jun 2, 2026 | $1.86 |
 ADI.US (DividendGrowth) | Ex-Dividend | Jun 2, 2026 | $1.10 |
 RR.L (thomaspj) | Pay Day | Jun 3, 2026 | $0.07 |
 HAL (Momentum-LS) | Ex-Dividend | Jun 3, 2026 | $0.17 |
 1818.HK (GoldWorldWide) | Ex-Dividend | Jun 3, 2026 | $0.01 |
QCOM | Ex-Dividend | Jun 4, 2026 | $0.92 |
QCOM (DividendGrowth) | Ex-Dividend | Jun 4, 2026 | $0.92 |
 LIN (DividendGrowth) | Ex-Dividend | Jun 4, 2026 | $1.60 |
 KGC (GoldWorldWide) | Pay Day | Jun 4, 2026 | $0.04 |
 BAC (thomaspj) | Ex-Dividend | Jun 5, 2026 | $0.28 |
 WDC (Momentum-LS) | Ex-Dividend | Jun 5, 2026 | $0.15 |
 PEP (DividendGrowth) | Ex-Dividend | Jun 5, 2026 | $1.48 |
 NEE (DividendGrowth) | Ex-Dividend | Jun 5, 2026 | $0.62 |
 SHW (DividendGrowth) | Pay Day | Jun 5, 2026 | $0.80 |
 LHX (DividendGrowth) | Ex-Dividend | Jun 5, 2026 | $1.25 |
 EQX (GoldWorldWide) | Pay Day | Jun 5, 2026 | $0.01 |
 GOOGL (Momentum-LS) | Ex-Dividend | Jun 8, 2026 | $0.22 |
JNJ (Momentum-LS) | 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 |
 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 |
 FNV (GoldWorldWide) | Ex-Dividend | Jun 11, 2026 | $0.44 |
PFE | Pay Day | Jun 12, 2026 | $0.43 |
 INSW (Momentum-LS) | Ex-Dividend | Jun 12, 2026 | $0.12 |
AU (GoldWorldWide) | Pay Day | Jun 12, 2026 | $1.16 |
GOOGL (Momentum-LS) | Pay Day | Jun 15, 2026 | $0.22 |
 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 |
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 |
WDC (Momentum-LS) | Pay Day | Jun 17, 2026 | $0.15 |
 LRCX (Momentum-LS) | Ex-Dividend | Jun 17, 2026 | $0.26 |
 POWL (Momentum-LS) | Pay Day | Jun 17, 2026 | $0.09 |
NOC (DividendGrowth) | Pay Day | Jun 17, 2026 | $2.47 |
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 (Momentum-LS) | Pay Day | Jun 23, 2026 | $1.20 |
BTG.US (GoldWorldWide) | Pay Day | Jun 23, 2026 | $0.02 |
HAL (Momentum-LS) | Pay Day | Jun 24, 2026 | $0.17 |
 STX.US (Momentum-LS) | Ex-Dividend | Jun 24, 2026 | $0.74 |
QCOM | Pay Day | Jun 25, 2026 | $0.92 |
QCOM (DividendGrowth) | Pay Day | Jun 25, 2026 | $0.92 |
FNV (GoldWorldWide) | Pay Day | Jun 25, 2026 | $0.44 |
BAC (thomaspj) | Pay Day | Jun 26, 2026 | $0.28 |
 BP.L (thomaspj) | Pay Day | Jun 26, 2026 | $0.08 |
INSW (Momentum-LS) | Pay Day | Jun 26, 2026 | $0.12 |
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 |
GS (thomaspj) | Pay Day | Jun 29, 2026 | $4.50 |
 SHEL.L (thomaspj) | Pay Day | Jun 29, 2026 | $0.39 |
GLW (Momentum-LS) | Pay Day | Jun 29, 2026 | $0.28 |
 TTE.PA (thomaspj) | Ex-Dividend | Jun 30, 2026 | $1.01 |
PEP (DividendGrowth) | Pay Day | Jun 30, 2026 | $1.48 |
UNP (DividendGrowth) | Pay Day | Jun 30, 2026 | $1.38 |
1818.HK (GoldWorldWide) | Pay Day | Jun 30, 2026 | $0.01 |
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 |
TTE.PA (thomaspj) | Pay Day | Jul 2, 2026 | $1.01 |
 RSG (DividendGrowth) | Ex-Dividend | Jul 2, 2026 | $0.63 |
 RGLD (DividendGrowth) | Ex-Dividend | Jul 2, 2026 | $0.47 |
RGLD (GoldWorldWide) | Ex-Dividend | Jul 2, 2026 | $0.47 |
 JPM (thomaspj) | Ex-Dividend | Jul 6, 2026 | $1.50 |
STX.US (Momentum-LS) | Pay Day | Jul 7, 2026 | $0.74 |
LRCX (Momentum-LS) | Pay Day | Jul 8, 2026 | $0.26 |
 ROP (DividendGrowth) | Ex-Dividend | Jul 8, 2026 | $0.91 |
ELS (DividendGrowth) | Pay Day | Jul 10, 2026 | $0.54 |
CAH (DividendGrowth) | Pay Day | Jul 15, 2026 | $0.52 |
RSG (DividendGrowth) | Pay Day | Jul 15, 2026 | $0.63 |
RGLD (DividendGrowth) | Pay Day | Jul 16, 2026 | $0.47 |
RGLD (GoldWorldWide) | Pay Day | Jul 16, 2026 | $0.47 |
XEL (DividendGrowth) | Pay Day | Jul 20, 2026 | $0.59 |
ROP (DividendGrowth) | Pay Day | Jul 22, 2026 | $0.91 |
JPM (thomaspj) | Pay Day | Jul 31, 2026 | $1.50 |
 EQNR.OL (thomaspj) | Ex-Dividend | Aug 13, 2026 | $0.39 |
EQNR.OL (thomaspj) | Pay Day | Aug 27, 2026 | $0.39 |
Performance Metrics
Score 3.2/10
Beta
1.55
1.55
0
0.8
1.2
0
2
Sharpe Ratio
0.35
0.35
0
0.5
1
1.5
1.5
Sortino Ratio
0.59
0.59
0
1
2
3
3
Jensen's Alpha
-5.98
-5.98
-6
0
2
4.5
4.5
Omega Ratio
0.99
0.99
0
1
1.5
2.5
2.5
Treynor Ratio
0.56
0.56
0
0.75
1.25
2
2
Information Ratio
-0.01
-0.01
-1
0.3
0.6
1
1
Calmar Ratio
0.36
0.36
0
0.3
0.6
1
1
Beta
1.55
1.55
0
0.8
1.2
0
2
Sharpe Ratio
0.35
0.35
0
0.5
1
1.5
1.5
Sortino Ratio
0.59
0.59
0
1
2
3
3
Jensen's Alpha
-5.98
-5.98
-6
0
2
4.5
4.5
Omega Ratio
0.99
0.99
0
1
1.5
2.5
2.5
Treynor Ratio
0.56
0.56
0
0.75
1.25
2
2
Information Ratio
-0.01
-0.01
-1
0.3
0.6
1
1
Calmar Ratio
0.36
0.36
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
25.17
High:
NOW
60.75NOWLow:
IOT
-1,769.89IOTDetails
PEG Ratio
-197.94
High:NOW
447.04NOWLow:IOT
-1,882.99IOTDetails
Price/Book
4.2
High:IOT
12.73IOTLow:
CRBP
1.59CRBPDetails
Price/Sales
3.92
High:IOT
11.31IOTLow:CRBP
-CRBPDetails
Price/CF
11.94
High:IOT
69.78IOTLow:QCOM
9.54QCOMDetails
Price/FCF
23.45
High:PFE
202.63PFELow:QCOM
15.69QCOMDetails
P/E Ratio
25.17
High:NOW
60.75NOWLow:IOT
-1,769.89IOTDetails
PEG Ratio
-197.94
High:NOW
447.04NOWLow:IOT
-1,882.99IOTDetails
Price/Book
4.2
High:IOT
12.73IOTLow:CRBP
1.59CRBPDetails
Price/Sales
3.92
High:IOT
11.31IOTLow:CRBP
-CRBPDetails
Price/CF
11.94
High:IOT
69.78IOTLow:QCOM
9.54QCOMDetails
Price/FCF
23.45
High:PFE
202.63PFELow:QCOM
15.69QCOMDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-30.88% | Apr 2024 | - | 26 |
-11.85% | Aug 2023 | Nov 2023 | 3 |
-0.64% | Jan 2024 | Feb 2024 | 1 |