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+3.93%
This Month
+14.96%
Year To Date
+81.88%
2 Years
+87.96%
5 Years
+87.96%
10 Years
+24.16%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs46.28%
- 🪙 Cryptocurrencies17.69%
- 💻 Electronic Technology7.59%
- 👥 Copy Trading7.58%
- 🛍️ Retail Trade4.94%
- 💰 Finance4.56%
- 🧬 Health Technology4.17%
- 💼 Commercial Services2.72%
- 🍞 Consumer Non Durables2.36%
- 💇♀️ Consumer Services1.34%
- 💵 Cash0.03%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE68.6%
- 🌍 Digital Currency17.69%
- 🇬🇧 LSE7.59%
- 🇺🇸 Nasdaq5.29%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States27.37%
- 🇬🇧 United Kingdom7.59%
- 🇨🇭 Switzerland0.2%
- 🇮🇪 Ireland0.04%
Dividends
Dividend Yield
1.13%
13 out of 16 instruments pay dividend.
11 dividend payments in the next 30 days.
Highest Dividend: $JNJ (2.92%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 WMT | Ex-Dividend | Aug 15, 2025 | $0.24 |
 COF (WarrenBuffet-CF) | Ex-Dividend | Aug 15, 2025 | $0.60 |
 KR (WarrenBuffet-CF) | Ex-Dividend | Aug 15, 2025 | $0.35 |
 ALLY (WarrenBuffet-CF) | Pay Day | Aug 15, 2025 | $0.30 |
 MCO (WarrenBuffet-CF) | Ex-Dividend | Aug 15, 2025 | $0.94 |
 AON (WarrenBuffet-CF) | Pay Day | Aug 15, 2025 | $0.74 |
 CVX (WarrenBuffet-CF) | Ex-Dividend | Aug 19, 2025 | $1.71 |
 VRSN (WarrenBuffet-CF) | Ex-Dividend | Aug 19, 2025 | $0.77 |
 JNJ | Ex-Dividend | Aug 26, 2025 | $1.30 |
VRSN (WarrenBuffet-CF) | Pay Day | Aug 27, 2025 | $0.77 |
 SIRI (WarrenBuffet-CF) | Pay Day | Aug 27, 2025 | $0.27 |
 KHC (WarrenBuffet-CF) | Ex-Dividend | Aug 29, 2025 | $0.40 |
KR (WarrenBuffet-CF) | Pay Day | Sep 1, 2025 | $0.35 |
 MCD | Ex-Dividend | Sep 2, 2025 | $1.77 |
WMT | Pay Day | Sep 2, 2025 | $0.24 |
 V (WarrenBuffet-CF) | Pay Day | Sep 2, 2025 | $0.59 |
COF (WarrenBuffet-CF) | Pay Day | Sep 2, 2025 | $0.60 |
 BAC | Ex-Dividend | Sep 5, 2025 | $0.28 |
BAC (WarrenBuffet-CF) | Ex-Dividend | Sep 5, 2025 | $0.28 |
MCO (WarrenBuffet-CF) | Pay Day | Sep 5, 2025 | $0.94 |
JNJ | Pay Day | Sep 9, 2025 | $1.30 |
CVX (WarrenBuffet-CF) | Pay Day | Sep 10, 2025 | $1.71 |
 OXY (WarrenBuffet-CF) | Ex-Dividend | Sep 10, 2025 | $0.24 |
 KO | Ex-Dividend | Sep 15, 2025 | $0.51 |
KO (WarrenBuffet-CF) | Ex-Dividend | Sep 15, 2025 | $0.51 |
 DPZ (WarrenBuffet-CF) | Ex-Dividend | Sep 15, 2025 | $1.74 |
MCD | Pay Day | Sep 16, 2025 | $1.77 |
BAC | Pay Day | Sep 26, 2025 | $0.28 |
BAC (WarrenBuffet-CF) | Pay Day | Sep 26, 2025 | $0.28 |
KHC (WarrenBuffet-CF) | Pay Day | Sep 26, 2025 | $0.40 |
DPZ (WarrenBuffet-CF) | Pay Day | Sep 30, 2025 | $1.74 |
KO | Pay Day | Oct 1, 2025 | $0.51 |
KO (WarrenBuffet-CF) | Pay Day | Oct 1, 2025 | $0.51 |
OXY (WarrenBuffet-CF) | Pay Day | Oct 15, 2025 | $0.24 |
 WST | Ex-Dividend | Nov 12, 2025 | $0.22 |
WST | Pay Day | Nov 19, 2025 | $0.22 |
Performance Metrics
Score 7.3/10
Beta
0.44
0.44
0
0.8
1.2
0
2
Sharpe Ratio
0.81
0.81
0
0.5
1
1.5
1.5
Sortino Ratio
1.58
1.58
0
1
2
3
3
Jensen's Alpha
11.75
11.75
-2
0
2
12
12
Omega Ratio
1.28
1.28
0
1
1.5
2.5
2.5
Treynor Ratio
3.01
3.01
0
0.75
1.25
4
4
Information Ratio
0.25
0.25
0
0.3
0.6
1
1
Calmar Ratio
1.03
1.03
0
0.3
0.6
2
2
Beta
0.44
0.44
0
0.8
1.2
0
2
Sharpe Ratio
0.81
0.81
0
0.5
1
1.5
1.5
Sortino Ratio
1.58
1.58
0
1
2
3
3
Jensen's Alpha
11.75
11.75
-2
0
2
12
12
Omega Ratio
1.28
1.28
0
1
1.5
2.5
2.5
Treynor Ratio
3.01
3.01
0
0.75
1.25
4
4
Information Ratio
0.25
0.25
0
0.3
0.6
1
1
Calmar Ratio
1.03
1.03
0
0.3
0.6
2
2
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
22.12
High:
WMT
43.32WMTLow:
BAC
13.83BACDetails
PEG Ratio
147.22
High:
MCD
1,250.84MCDLow:
RR.L
10.75RR.LDetails
Price/Book
4.58
High:RR.L
37.98RR.LLow:MCD
-78.88MCDDetails
Price/Sales
1.96
High:MCD
8.4MCDLow:WMT
1.19WMTDetails
Price/CF
20.58
High:
KO
233.26KOLow:
PYPL
11.97PYPLDetails
Price/FCF
50.78
High:KO
272.99KOLow:PYPL
13.72PYPLDetails
P/E Ratio
22.12
High:WMT
43.32WMTLow:BAC
13.83BACDetails
PEG Ratio
147.22
High:MCD
1,250.84MCDLow:RR.L
10.75RR.LDetails
Price/Book
4.58
High:RR.L
37.98RR.LLow:MCD
-78.88MCDDetails
Price/Sales
1.96
High:MCD
8.4MCDLow:WMT
1.19WMTDetails
Price/CF
20.58
High:KO
233.26KOLow:PYPL
11.97PYPLDetails
Price/FCF
50.78
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 |