Loading...
+0.24%
This Month
+16.21%
Year To Date
+60.66%
2 Years
+90%
5 Years
+90%
10 Years
+21.83%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs46.34%
- 🪙 Cryptocurrencies14.46%
- 👥 Copy Trading9.61%
- 💻 Electronic Technology7.17%
- 🛍️ Retail Trade5.41%
- 💰 Finance4.91%
- 🧬 Health Technology3.46%
- ⛏️ Energy Minerals2.33%
- 🍞 Consumer Non Durables2.25%
- 💼 Commercial Services2.25%
- 💇♀️ Consumer Services1.32%
- 🪨 Non Energy Minerals0.48%
- 💵 Cash0.03%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE72.72%
- 🌍 Digital Currency14.46%
- 🇬🇧 LSE7.17%
- 🇺🇸 Nasdaq5.38%
- 🇳🇱 Euronext Amsterdam0.05%
- 🇭🇰 Hong Kong Exchanges0.05%
- 🇫🇷 Euronext Paris0.04%
- 🇨🇭 SIX0.01%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States28.31%
- 🇬🇧 United Kingdom7.18%
- 🇲🇽 Mexico2.33%
- 🇦🇷 Argentina0.48%
- 🇨🇭 Switzerland0.3%
- 🇨🇳 China0.07%
- 🇮🇪 Ireland0.06%
- 🇰🇾 Cayman Islands0.05%
- 🇳🇱 Netherlands0.05%
- 🇺🇾 Uruguay0.05%
- 🇹🇼 Taiwan0.04%
- 🇫🇷 France0.04%
- 🇸🇬 Singapore0.03%
- 🇧🇷 Brazil0.02%
- 🇵🇦 Panama0.02%
- 🇩🇰 Denmark0.01%
- 🇰🇿 Kazakhstan0.01%
- 🇨🇦 Canada0%
Dividends
Dividend Yield
0.53%
10 out of 18 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $KO (2.89%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 WarrenBuffet-CF | 0.14% | 1.59% | - |
 JNJ | 0.08% | 2.4% | $4.81 |
 RR.L | 0.07% | 0.94% | - |
 KO | 0.06% | 2.89% | $1.89 |
 JPM | 0.05% | 1.82% | $4.4 |
 BAC | 0.05% | 1.95% | $0.96 |
 WMT | 0.04% | 0.81% | $0.81 |
 MCD | 0.03% | 2.26% | $6.53 |
 FranciscoOrtiz13 | 0.01% | 0.96% | - |
 PYPL | 0.01% | 0.23% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 DPZ (WarrenBuffet-CF) | Pay Day | Dec 26, 2025 | $1.74 |
WMT | Pay Day | Jan 5, 2026 | $0.24 |
 TSM (FranciscoOrtiz13) | Pay Day | Jan 8, 2026 | $0.84 |
Performance Metrics
Score 7.2/10
Beta
0.44
0.44
0
0.8
1.2
0
2
Sharpe Ratio
0.82
0.82
0
0.5
1
1.5
1.5
Sortino Ratio
1.61
1.61
0
1
2
3
3
Jensen's Alpha
10.78
10.78
-2
0
2
11
11
Omega Ratio
1.21
1.21
0
1
1.5
2.5
2.5
Treynor Ratio
2.93
2.93
0
0.75
1.25
3
3
Information Ratio
0.19
0.19
0
0.3
0.6
1
1
Calmar Ratio
1.01
1.01
0
0.3
0.6
2
2
Beta
0.44
0.44
0
0.8
1.2
0
2
Sharpe Ratio
0.82
0.82
0
0.5
1
1.5
1.5
Sortino Ratio
1.61
1.61
0
1
2
3
3
Jensen's Alpha
10.78
10.78
-2
0
2
11
11
Omega Ratio
1.21
1.21
0
1
1.5
2.5
2.5
Treynor Ratio
2.93
2.93
0
0.75
1.25
3
3
Information Ratio
0.19
0.19
0
0.3
0.6
1
1
Calmar Ratio
1.01
1.01
0
0.3
0.6
2
2
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
22.99
High:
WMT
40.93WMTLow:
VIST
6.95VISTDetails
PEG Ratio
121.43
High:
MCD
939.9MCDLow:
RR.L
10.9RR.LDetails
Price/Book
4.87
High:RR.L
38.5RR.LLow:MCD
-104.27MCDDetails
Price/Sales
2.12
High:MCD
8.63MCDLow:WMT
1.33WMTDetails
Price/CF
18.1
High:
KO
37.25KOLow:VIST
6.08VISTDetails
Price/FCF
41.61
High:VIST
1,621.11VISTLow:
PYPL
11.57PYPLDetails
P/E Ratio
22.99
High:WMT
40.93WMTLow:VIST
6.95VISTDetails
PEG Ratio
121.43
High:MCD
939.9MCDLow:RR.L
10.9RR.LDetails
Price/Book
4.87
High:RR.L
38.5RR.LLow:MCD
-104.27MCDDetails
Price/Sales
2.12
High:MCD
8.63MCDLow:WMT
1.33WMTDetails
Price/CF
18.1
High:KO
37.25KOLow:VIST
6.08VISTDetails
Price/FCF
41.61
High:VIST
1,621.11VISTLow:PYPL
11.57PYPLDetails
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 |
-0.78% | Oct 2025 | - | 3 |
-0.61% | Sep 2024 | Oct 2024 | 1 |