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+0.02%
Today
+12.72%
This Month
+13.3%
Year To Date
+87.25%
2 Years
+127.74%
5 Years
+19.29%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies23.77%
- 📊 ETFs14.39%
- 👥 Copy Trading14.13%
- 💻 Electronic Technology13.37%
- 🛍️ Retail Trade7.69%
- 💰 Finance6.24%
- 🌾 Commodities6.04%
- 🖥️ Technology Services4.32%
- 🧬 Health Technology3.38%
- 🍞 Consumer Non Durables3.09%
- 🚗 Consumer Durables2.29%
- 💇♀️ Consumer Services1.06%
- 💵 Cash0.45%
- 💼 Commercial Services0.43%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq35.44%
- 🌍 Digital Currency28.77%
- 🇺🇸 NYSE24.09%
- 🌍 Commodity6.04%
- 🇺🇸 Chicago Board Options Exchange5.01%
- 🇬🇧 LSE0.23%
- 🇭🇰 Hong Kong Exchanges0.14%
- 🇪🇸 Bolsa De Madrid0.12%
- 🇳🇱 Euronext Amsterdam0.08%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States48.59%
- 🇨🇳 China0.74%
- 🇬🇧 United Kingdom0.46%
- 🇸🇬 Singapore0.25%
- 🇹🇼 Taiwan0.17%
- 🇦🇺 Australia0.13%
- 🇪🇸 Spain0.12%
- 🇮🇪 Ireland0.09%
- 🇳🇱 Netherlands0.08%
- 🇯🇵 Japan0.06%
- 🇨🇦 Canada0.05%
Dividends
Dividend Yield
0.54%
17 out of 33 instruments pay dividend.
10 dividend payments in the next 30 days.
Highest Dividend: $KHC (5.82%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 ABBV | 0.09% | 3.49% | $6.06 |
 BLOK | 0.07% | 5.36% | - |
 KHC | 0.06% | 5.82% | $1.6 |
 KO | 0.06% | 2.87% | $1.89 |
 BitcoinWorldWide | 0.04% | 0.7% | - |
 BAC | 0.04% | 2.19% | $0.96 |
 MGK | 0.04% | 0.44% | - |
 AXP | 0.03% | 1% | $2.6 |
 AAPL | 0.03% | 0.48% | $0.97 |
 JNJ | 0.02% | 3.1% | $4.81 |
 thomaspj | 0.01% | 0.66% | - |
 GOOG | 0.01% | 0.42% | $0.2 |
 InTheGame | 0.01% | 0.39% | - |
 MSFT | 0.01% | 0.65% | $3 |
 V | 0.01% | 0.65% | $2.01 |
 BABA | 0% | 0.86% | $0.98 |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 MMC (BitcoinWorldWide) | Ex-Dividend | Jul 24, 2025 | $0.90 |
 BK (BitcoinWorldWide) | Ex-Dividend | Jul 25, 2025 | $0.53 |
 GE (thomaspj) | Pay Day | Jul 25, 2025 | $0.36 |
 JPM (thomaspj) | Pay Day | Jul 31, 2025 | $1.40 |
 AON (BitcoinWorldWide) | Ex-Dividend | Aug 1, 2025 | $0.74 |
 C (thomaspj) | Ex-Dividend | Aug 4, 2025 | $0.60 |
BK (BitcoinWorldWide) | Pay Day | Aug 7, 2025 | $0.53 |
AXP | Pay Day | Aug 8, 2025 | $0.82 |
AXP (BitcoinWorldWide) | Pay Day | Aug 8, 2025 | $0.82 |
 MA (BitcoinWorldWide) | Pay Day | Aug 8, 2025 | $0.76 |
AXP (thomaspj) | Pay Day | Aug 8, 2025 | $0.82 |
ABBV | Pay Day | Aug 15, 2025 | $1.64 |
MMC (BitcoinWorldWide) | Pay Day | Aug 15, 2025 | $0.90 |
AON (BitcoinWorldWide) | Pay Day | Aug 15, 2025 | $0.74 |
MSFT | Ex-Dividend | Aug 21, 2025 | $0.83 |
MSFT (InTheGame) | Ex-Dividend | Aug 21, 2025 | $0.83 |
MSFT (thomaspj) | Ex-Dividend | Aug 21, 2025 | $0.83 |
C (thomaspj) | Pay Day | Aug 22, 2025 | $0.60 |
JNJ | Ex-Dividend | Aug 26, 2025 | $1.30 |
 GS (BitcoinWorldWide) | Ex-Dividend | Aug 29, 2025 | $4.00 |
 IBKR (BitcoinWorldWide) | Ex-Dividend | Aug 29, 2025 | $0.08 |
GS (thomaspj) | Ex-Dividend | Aug 29, 2025 | $4.00 |
 QCOM (InTheGame) | Ex-Dividend | Sep 4, 2025 | $0.89 |
JNJ | Pay Day | Sep 9, 2025 | $1.30 |
MSFT | Pay Day | Sep 11, 2025 | $0.83 |
MSFT (InTheGame) | Pay Day | Sep 11, 2025 | $0.83 |
MSFT (thomaspj) | Pay Day | Sep 11, 2025 | $0.83 |
IBKR (BitcoinWorldWide) | Pay Day | Sep 12, 2025 | $0.08 |
KO | Ex-Dividend | Sep 15, 2025 | $0.51 |
 TSM (InTheGame) | Ex-Dividend | Sep 16, 2025 | $0.82 |
TSM (BitcoinWorldWide) | Ex-Dividend | Sep 16, 2025 | $0.82 |
QCOM (InTheGame) | Pay Day | Sep 25, 2025 | $0.89 |
GS (BitcoinWorldWide) | Pay Day | Sep 29, 2025 | $4.00 |
GS (thomaspj) | Pay Day | Sep 29, 2025 | $4.00 |
KO | Pay Day | Oct 1, 2025 | $0.51 |
TSM (InTheGame) | Pay Day | Oct 9, 2025 | $0.82 |
TSM (BitcoinWorldWide) | Pay Day | Oct 9, 2025 | $0.82 |
BLOK | Pay Day | Dec 31, 2025 | $0.00 |
Performance Metrics
Score 5.6/10
Beta
1.47
1.47
0
0.8
1.2
0
2
Sharpe Ratio
0.55
0.55
0
0.5
1
1.5
1.5
Sortino Ratio
0.93
0.93
0
1
2
3
3
Jensen's Alpha
2.44
2.44
-2
0
2
4.5
4.5
Omega Ratio
1.27
1.27
0
1
1.5
2.5
2.5
Treynor Ratio
0.97
0.97
0
0.75
1.25
2
2
Information Ratio
0.32
0.32
0
0.3
0.6
1
1
Calmar Ratio
0.33
0.33
0
0.3
0.6
1
1
Beta
1.47
1.47
0
0.8
1.2
0
2
Sharpe Ratio
0.55
0.55
0
0.5
1
1.5
1.5
Sortino Ratio
0.93
0.93
0
1
2
3
3
Jensen's Alpha
2.44
2.44
-2
0
2
4.5
4.5
Omega Ratio
1.27
1.27
0
1
1.5
2.5
2.5
Treynor Ratio
0.97
0.97
0
0.75
1.25
2
2
Information Ratio
0.32
0.32
0
0.3
0.6
1
1
Calmar Ratio
0.33
0.33
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
39.22
High:
TSLA
181.29TSLALow:
KHC
12.61KHCDetails
PEG Ratio
782.2
High:
KO
9,978.59KOLow:
BABA
21.05BABADetails
Price/Book
15.09
High:
ABBV
235.41ABBVLow:KHC
0.67KHCDetails
Price/Sales
8.23
High:
NVDA
28.57NVDALow:KHC
1.31KHCDetails
Price/CF
25.28
High:KO
282.33KOLow:KHC
8.74KHCDetails
Price/FCF
44.88
High:KO
272.99KOLow:
PYPL
10.92PYPLDetails
P/E Ratio
39.22
High:TSLA
181.29TSLALow:KHC
12.61KHCDetails
PEG Ratio
782.2
High:KO
9,978.59KOLow:BABA
21.05BABADetails
Price/Book
15.09
High:ABBV
235.41ABBVLow:KHC
0.67KHCDetails
Price/Sales
8.23
High:NVDA
28.57NVDALow:KHC
1.31KHCDetails
Price/CF
25.28
High:KO
282.33KOLow:KHC
8.74KHCDetails
Price/FCF
44.88
High:KO
272.99KOLow:PYPL
10.92PYPLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-49.65% | Nov 2021 | Nov 2024 | 36 |
-17.62% | Feb 2025 | Jul 2025 | 5 |
-12.98% | May 2021 | Aug 2021 | 3 |
-9.8% | Sep 2021 | Oct 2021 | 1 |
-0.48% | Dec 2024 | Jan 2025 | 1 |