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+0.8%
This Month
+17.78%
Year To Date
+110.86%
2 Years
+92.56%
5 Years
+92.56%
10 Years
+23.68%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs46.51%
- 🪙 Cryptocurrencies16.31%
- 👥 Copy Trading8.6%
- 💻 Electronic Technology7.74%
- 🛍️ Retail Trade4.83%
- 💰 Finance4.72%
- 🧬 Health Technology4.39%
- 💼 Commercial Services2.6%
- 🍞 Consumer Non Durables2.16%
- 💇♀️ Consumer Services1.28%
- 💵 Cash0.16%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE69.29%
- 🌍 Digital Currency16.31%
- 🇬🇧 LSE7.74%
- 🇺🇸 Nasdaq5.58%
- 🇳🇱 Euronext Amsterdam0.05%
- 🇫🇷 Euronext Paris0.03%
- 🇭🇰 Hong Kong Exchanges0.03%
- 🇨🇭 SIX0.01%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States27.81%
- 🇬🇧 United Kingdom7.75%
- 🇨🇭 Switzerland0.22%
- 🇨🇳 China0.06%
- 🇮🇪 Ireland0.05%
- 🇺🇾 Uruguay0.05%
- 🇳🇱 Netherlands0.05%
- 🇹🇼 Taiwan0.04%
- 🇰🇾 Cayman Islands0.04%
- 🇫🇷 France0.03%
- 🇩🇰 Denmark0.02%
- 🇸🇬 Singapore0.02%
- 🇵🇦 Panama0.01%
- 🇧🇷 Brazil0.01%
- 🇨🇦 Canada0.01%
- 🇰🇿 Kazakhstan0.01%
Dividends
Dividend Yield
0.52%
10 out of 17 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: $KO (3.02%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 WarrenBuffet-CF | 0.12% | 1.62% | - |
 JNJ | 0.08% | 2.69% | $4.81 |
 RR.L | 0.07% | 0.9% | - |
 KO | 0.07% | 3.02% | $1.89 |
 BAC | 0.05% | 2.09% | $0.96 |
 JPM | 0.05% | 1.79% | $4.4 |
 WMT | 0.04% | 0.92% | $0.81 |
 MCD | 0.03% | 2.35% | $6.53 |
 FranciscoOrtiz13 | 0.01% | 0.94% | - |
 WST | 0% | 0.31% | $0.8 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
JPM | Ex-Dividend | Oct 6, 2025 | $1.50 |
 MA (WarrenBuffet-CF) | Ex-Dividend | Oct 9, 2025 | $0.76 |
MA (FranciscoOrtiz13) | Ex-Dividend | Oct 9, 2025 | $0.76 |
 CRM (FranciscoOrtiz13) | Pay Day | Oct 9, 2025 | $0.42 |
 AXP (WarrenBuffet-CF) | Ex-Dividend | Oct 10, 2025 | $0.82 |
 LEN (WarrenBuffet-CF) | Ex-Dividend | Oct 10, 2025 | $0.50 |
AXP (FranciscoOrtiz13) | Ex-Dividend | Oct 10, 2025 | $0.82 |
 OXY (WarrenBuffet-CF) | Pay Day | Oct 15, 2025 | $0.24 |
LEN (WarrenBuffet-CF) | Pay Day | Oct 27, 2025 | $0.50 |
 STZ (WarrenBuffet-CF) | Ex-Dividend | Oct 30, 2025 | $1.02 |
JPM | Pay Day | Oct 31, 2025 | $1.50 |
MA (WarrenBuffet-CF) | Pay Day | Nov 7, 2025 | $0.76 |
MA (FranciscoOrtiz13) | Pay Day | Nov 7, 2025 | $0.76 |
AXP (WarrenBuffet-CF) | Pay Day | Nov 10, 2025 | $0.82 |
 NUE (WarrenBuffet-CF) | Pay Day | Nov 10, 2025 | $0.55 |
AXP (FranciscoOrtiz13) | Pay Day | Nov 10, 2025 | $0.82 |
WST | Ex-Dividend | Nov 12, 2025 | $0.22 |
STZ (WarrenBuffet-CF) | Pay Day | Nov 13, 2025 | $1.02 |
 KR (WarrenBuffet-CF) | Ex-Dividend | Nov 14, 2025 | $0.35 |
WST | Pay Day | Nov 19, 2025 | $0.22 |
 MSFT (FranciscoOrtiz13) | Ex-Dividend | Nov 20, 2025 | $0.91 |
 SPGI (FranciscoOrtiz13) | Ex-Dividend | Nov 25, 2025 | $0.96 |
KR (WarrenBuffet-CF) | Pay Day | Dec 1, 2025 | $0.35 |
 MC.PA (FranciscoOrtiz13) | Ex-Dividend | Dec 2, 2025 | $6.47 |
MC.PA (FranciscoOrtiz13) | Pay Day | Dec 4, 2025 | $6.47 |
SPGI (FranciscoOrtiz13) | Pay Day | Dec 10, 2025 | $0.96 |
MSFT (FranciscoOrtiz13) | Pay Day | Dec 11, 2025 | $0.91 |
 TSM (FranciscoOrtiz13) | Ex-Dividend | Dec 11, 2025 | $0.84 |
WMT | Ex-Dividend | Dec 12, 2025 | $0.24 |
WMT | Pay Day | Jan 5, 2026 | $0.24 |
TSM (FranciscoOrtiz13) | Pay Day | Jan 8, 2026 | $0.84 |
Performance Metrics
Score 7.4/10
Beta
0.44
0.44
0
0.8
1.2
0
2
Sharpe Ratio
0.86
0.86
0
0.5
1
1.5
1.5
Sortino Ratio
1.69
1.69
0
1
2
3
3
Jensen's Alpha
12.09
12.09
-2
0
2
13
13
Omega Ratio
1.29
1.29
0
1
1.5
2.5
2.5
Treynor Ratio
3.13
3.13
0
0.75
1.25
4
4
Information Ratio
0.26
0.26
0
0.3
0.6
1
1
Calmar Ratio
1.08
1.08
0
0.3
0.6
2
2
Beta
0.44
0.44
0
0.8
1.2
0
2
Sharpe Ratio
0.86
0.86
0
0.5
1
1.5
1.5
Sortino Ratio
1.69
1.69
0
1
2
3
3
Jensen's Alpha
12.09
12.09
-2
0
2
13
13
Omega Ratio
1.29
1.29
0
1
1.5
2.5
2.5
Treynor Ratio
3.13
3.13
0
0.75
1.25
4
4
Information Ratio
0.26
0.26
0
0.3
0.6
1
1
Calmar Ratio
1.08
1.08
0
0.3
0.6
2
2
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
22.1
High:
WST
40.83WSTLow:
PYPL
14.83PYPLDetails
PEG Ratio
135.56
High:
MCD
1,234.08MCDLow:
RR.L
11.62RR.LDetails
Price/Book
4.59
High:RR.L
41.03RR.LLow:MCD
-77.82MCDDetails
Price/Sales
2.03
High:MCD
8.29MCDLow:
WMT
1.18WMTDetails
Price/CF
20.14
High:
KO
233.26KOLow:PYPL
11.97PYPLDetails
Price/FCF
49.19
High:KO
272.99KOLow:PYPL
13.72PYPLDetails
P/E Ratio
22.1
High:WST
40.83WSTLow:PYPL
14.83PYPLDetails
PEG Ratio
135.56
High:MCD
1,234.08MCDLow:RR.L
11.62RR.LDetails
Price/Book
4.59
High:RR.L
41.03RR.LLow:MCD
-77.82MCDDetails
Price/Sales
2.03
High:MCD
8.29MCDLow:WMT
1.18WMTDetails
Price/CF
20.14
High:KO
233.26KOLow:PYPL
11.97PYPLDetails
Price/FCF
49.19
High:KO
272.99KOLow:PYPL
13.72PYPLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-19.36% | Oct 2022 | Nov 2023 | 13 |
-6.85% | Feb 2025 | Jun 2025 | 4 |
-2.59% | Apr 2024 | May 2024 | 1 |
-0.61% | Sep 2024 | Oct 2024 | 1 |