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-0.24%
Today
+3.88%
This Month
-12.06%
Year To Date
+11.89%
2 Years
-31.22%
5 Years
-7.45%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading33.14%
- 💵 Cash20.26%
- 💻 Electronic Technology10.17%
- 🪙 Cryptocurrencies8.28%
- 🛍️ Retail Trade5.55%
- 💰 Finance3.73%
- 🧬 Health Technology3.62%
- 🚚 Transportation2.44%
- 💇♀️ Consumer Services2.32%
- 🖥️ Technology Services2.29%
- 📊 ETFs1.29%
- 🪨 Non Energy Minerals1.11%
- 💼 Commercial Services0.53%
- ⚡ Utilities0.26%
- 🛠️ Producer Manufacturing0.24%
- 🏥 Health Services0.23%
- 🧩 Miscellaneous0.19%
- 🏭 Industrial Services0.09%
- 📦 Distribution Services0.09%
- 🚗 Consumer Durables0.04%
- 🧪 Process Industries0.02%
- 📡 Communications0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq22.99%
- 🇺🇸 NYSE21.04%
- 🌍 Digital Currency9.53%
- 🇬🇧 LSE6.78%
- 🇨🇭 SIX6.47%
- 🇫🇷 Euronext Paris1.88%
- 🇦🇺 Sydney1.52%
- 🇩🇪 FRA0.47%
- 🇪🇸 Bolsa De Madrid0.46%
- LSE_AIM0.46%
- 🇩🇪 Xetra ETFs0.37%
- 🇭🇰 Hong Kong Exchanges0.35%
- LSE AIM Auction0.15%
- 🌍 CFD0.11%
- 🇳🇴 Oslo Stock Exchange0.11%
- 🇺🇸 Chicago Board Options Exchange0.07%
- 🌍 Commodity0.04%
- 🇩🇰 Copenhagen Stock Exchange0.04%
- 🇳🇱 Euronext Amsterdam0.03%
- 🇮🇹 Borsa Italiana0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States25.87%
- 🇨🇭 Switzerland6.52%
- 🇨🇳 China3.19%
- 🇨🇷 Costa Rica2.14%
- 🇫🇷 France1.82%
- 🇦🇺 Australia1.52%
- 🇮🇪 Ireland0.93%
- 🇬🇧 United Kingdom0.76%
- 🇲🇽 Mexico0.65%
- 🇩🇪 Germany0.49%
- 🇪🇸 Spain0.46%
- 🇨🇾 Cyprus0.46%
- 🇹🇼 Taiwan0.26%
- 🇨🇦 Canada0.21%
- 🇰🇾 Cayman Islands0.2%
- 🇮🇱 Israel0.15%
- 🇸🇬 Singapore0.11%
- 🇳🇱 Netherlands0.09%
- 🇿🇦 South Africa0.07%
- 🇺🇾 Uruguay0.07%
- 🇯🇵 Japan0.07%
- 🇧🇷 Brazil0.06%
- 🇱🇺 Luxembourg0.06%
- 🇩🇰 Denmark0.05%
- 🇦🇷 Argentina0.04%
- 🇰🇷 South Korea0.01%
- 🇧🇲 Bermuda0.01%
- 🇭🇰 Hong Kong0%
- 🇮🇹 Italy0%
Dividends
Dividend Yield
1.71%
35 out of 97 instruments pay dividend.
23 dividend payments in the next 30 days.
Highest Dividend: $AGAS.OL (11467.14%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 AGAS.OL | 0.34% | 11467.14% | - |
 TWO | 0.28% | 17.54% | $1.8 |
 VIXGold | 0.26% | 2.85% | - |
 API.L | 0.25% | 132.28% | - |
 UPS | 0.15% | 6.61% | $6.5 |
 PMV.ASX | 0.1% | 6.7% | $1.23 |
 UBXN.ZU | 0.07% | 1.1% | $1 |
 DividendGrowth | 0.05% | 2.55% | - |
 JordiReina | 0.03% | 1.18% | - |
 EWachenheim-CF | 0.03% | 1.65% | - |
 INTC | 0.03% | 2.15% | $0.5 |
 BABA | 0.02% | 0.86% | $0.98 |
 PSG.MC | 0.02% | 4.31% | $0.18 |
 DIS | 0.01% | 0.83% | $0.75 |
 Melichar | 0.01% | 0.61% | - |
 Hedgindex | 0.01% | 0.27% | - |
 MCD | 0.01% | 2.36% | $6.53 |
 CX | 0.01% | 1.09% | - |
 ATO | 0.01% | 2.16% | $3.16 |
 AI-Revolution | 0.01% | 0.22% | - |
 FranciscoOrtiz13 | 0.01% | 1.12% | - |
 StanleyDruck13F | 0.01% | 0.46% | - |
 Marirs | 0% | 0.75% | - |
 thor1980 | 0% | 0.86% | - |
 KenanAbel | 0% | 0.71% | - |
 Amch89 | 0% | 0.71% | - |
 SteveRobertson | 0% | 0.06% | - |
 freehaha988 | 0% | 0.22% | - |
 liborvasa | 0% | 0.24% | - |
 DRIP | 0% | 3.71% | - |
 misterg23 | 0% | 0% | - |
 SNRE | 0% | -6.88% | - |
 MRP | 0% | -3.47% | - |
 WHR | 0% | -7.59% | $-7 |
 BWLPG.OL | -0.01% | -13.68% | $-37.72 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
DIS | Pay Day | Jul 23, 2025 | $0.50 |
DIS (FranciscoOrtiz13) | Pay Day | Jul 23, 2025 | $0.50 |
 LOW (DividendGrowth) | Ex-Dividend | Jul 23, 2025 | $1.20 |
 GE (AI-Revolution) | Pay Day | Jul 25, 2025 | $0.36 |
 SYY (DividendGrowth) | Pay Day | Jul 25, 2025 | $0.54 |
 TOL (EWachenheim-CF) | Pay Day | Jul 25, 2025 | $0.25 |
 PFE (thor1980) | Ex-Dividend | Jul 25, 2025 | $0.43 |
 ASML.NV (FranciscoOrtiz13) | Ex-Dividend | Jul 28, 2025 | $1.87 |
 01211.HK (JordiReina) | Pay Day | Jul 29, 2025 | $0.55 |
01211.HK (thor1980) | Pay Day | Jul 29, 2025 | $0.55 |
 EIX (DividendGrowth) | Pay Day | Jul 31, 2025 | $0.83 |
 TXN (DividendGrowth) | Ex-Dividend | Jul 31, 2025 | $1.36 |
 DAL (StanleyDruck13F) | Ex-Dividend | Jul 31, 2025 | $0.19 |
 KMI (StanleyDruck13F) | Ex-Dividend | Jul 31, 2025 | $0.29 |
 CASY (DividendGrowth) | Ex-Dividend | Aug 1, 2025 | $0.57 |
 FCX (StanleyDruck13F) | Pay Day | Aug 1, 2025 | $0.15 |
 C (EWachenheim-CF) | Ex-Dividend | Aug 4, 2025 | $0.60 |
ASML.NV (FranciscoOrtiz13) | Pay Day | Aug 6, 2025 | $1.87 |
LOW (DividendGrowth) | Pay Day | Aug 6, 2025 | $1.20 |
 EQT (StanleyDruck13F) | Ex-Dividend | Aug 6, 2025 | $0.16 |
 AXP (FranciscoOrtiz13) | Pay Day | Aug 8, 2025 | $0.82 |
 MA (FranciscoOrtiz13) | Pay Day | Aug 8, 2025 | $0.76 |
MA (Amch89) | Pay Day | Aug 8, 2025 | $0.76 |
 GD (DividendGrowth) | Pay Day | Aug 8, 2025 | $1.50 |
 TEX (EWachenheim-CF) | Ex-Dividend | Aug 11, 2025 | $0.17 |
TXN (DividendGrowth) | Pay Day | Aug 12, 2025 | $1.36 |
 TGT (DividendGrowth) | Ex-Dividend | Aug 13, 2025 | $1.14 |
 WAB (StanleyDruck13F) | Ex-Dividend | Aug 14, 2025 | $0.25 |
 LLY (FranciscoOrtiz13) | Ex-Dividend | Aug 15, 2025 | $1.50 |
 ACN (AI-Revolution) | Pay Day | Aug 15, 2025 | $1.48 |
 PG (DividendGrowth) | Pay Day | Aug 15, 2025 | $1.06 |
 CL (DividendGrowth) | Pay Day | Aug 15, 2025 | $0.52 |
 SHW (DividendGrowth) | Ex-Dividend | Aug 15, 2025 | $0.79 |
CASY (DividendGrowth) | Pay Day | Aug 15, 2025 | $0.57 |
LLY (StanleyDruck13F) | Ex-Dividend | Aug 15, 2025 | $1.50 |
KMI (StanleyDruck13F) | Pay Day | Aug 15, 2025 | $0.29 |
PG (thor1980) | Pay Day | Aug 15, 2025 | $1.06 |
 WMT (thor1980) | Ex-Dividend | Aug 15, 2025 | $0.24 |
 MSFT (FranciscoOrtiz13) | Ex-Dividend | Aug 21, 2025 | $0.83 |
MSFT (Amch89) | Ex-Dividend | Aug 21, 2025 | $0.83 |
MSFT (AI-Revolution) | Ex-Dividend | Aug 21, 2025 | $0.83 |
MSFT (DividendGrowth) | Ex-Dividend | Aug 21, 2025 | $0.83 |
DAL (StanleyDruck13F) | Pay Day | Aug 21, 2025 | $0.19 |
MSFT (thor1980) | Ex-Dividend | Aug 21, 2025 | $0.83 |
MSFT (freehaha988) | Ex-Dividend | Aug 21, 2025 | $0.83 |
C (EWachenheim-CF) | Pay Day | Aug 22, 2025 | $0.60 |
 JNJ (FranciscoOrtiz13) | Ex-Dividend | Aug 26, 2025 | $1.30 |
 SPGI (FranciscoOrtiz13) | Ex-Dividend | Aug 26, 2025 | $0.96 |
SPGI (Amch89) | Ex-Dividend | Aug 26, 2025 | $0.96 |
JNJ (DividendGrowth) | Ex-Dividend | Aug 26, 2025 | $1.30 |
SPGI (DividendGrowth) | Ex-Dividend | Aug 26, 2025 | $0.96 |
WAB (StanleyDruck13F) | Pay Day | Aug 28, 2025 | $0.25 |
 GS (thor1980) | Ex-Dividend | Aug 29, 2025 | $4.00 |
TGT (DividendGrowth) | Pay Day | Sep 1, 2025 | $1.14 |
 LMT (DividendGrowth) | Ex-Dividend | Sep 2, 2025 | $3.30 |
EQT (StanleyDruck13F) | Pay Day | Sep 2, 2025 | $0.16 |
LMT (JordiReina) | Ex-Dividend | Sep 2, 2025 | $3.30 |
PFE (thor1980) | Pay Day | Sep 2, 2025 | $0.43 |
WMT (thor1980) | Pay Day | Sep 2, 2025 | $0.24 |
LMT (thor1980) | Ex-Dividend | Sep 2, 2025 | $3.30 |
 QCOM (thor1980) | Ex-Dividend | Sep 4, 2025 | $0.89 |
SHW (DividendGrowth) | Pay Day | Sep 5, 2025 | $0.79 |
 LHX (DividendGrowth) | Ex-Dividend | Sep 5, 2025 | $1.20 |
JNJ (FranciscoOrtiz13) | Pay Day | Sep 9, 2025 | $1.30 |
JNJ (DividendGrowth) | Pay Day | Sep 9, 2025 | $1.30 |
LLY (FranciscoOrtiz13) | Pay Day | Sep 10, 2025 | $1.50 |
SPGI (FranciscoOrtiz13) | Pay Day | Sep 10, 2025 | $0.96 |
SPGI (Amch89) | Pay Day | Sep 10, 2025 | $0.96 |
SPGI (DividendGrowth) | Pay Day | Sep 10, 2025 | $0.96 |
LLY (StanleyDruck13F) | Pay Day | Sep 10, 2025 | $1.50 |
MSFT (FranciscoOrtiz13) | Pay Day | Sep 11, 2025 | $0.83 |
MSFT (Amch89) | Pay Day | Sep 11, 2025 | $0.83 |
MSFT (AI-Revolution) | Pay Day | Sep 11, 2025 | $0.83 |
MSFT (DividendGrowth) | Pay Day | Sep 11, 2025 | $0.83 |
 G (EWachenheim-CF) | Ex-Dividend | Sep 11, 2025 | $0.17 |
MSFT (thor1980) | Pay Day | Sep 11, 2025 | $0.83 |
MSFT (freehaha988) | Pay Day | Sep 11, 2025 | $0.83 |
 KO (DividendGrowth) | Ex-Dividend | Sep 15, 2025 | $0.51 |
KO (thor1980) | Ex-Dividend | Sep 15, 2025 | $0.51 |
 TSM (FranciscoOrtiz13) | Ex-Dividend | Sep 16, 2025 | $0.82 |
TSM (AI-Revolution) | Ex-Dividend | Sep 16, 2025 | $0.82 |
TSM (StanleyDruck13F) | Ex-Dividend | Sep 16, 2025 | $0.82 |
TSM (JordiReina) | Ex-Dividend | Sep 16, 2025 | $0.82 |
TSM (thor1980) | Ex-Dividend | Sep 16, 2025 | $0.82 |
TSM (freehaha988) | Ex-Dividend | Sep 16, 2025 | $0.82 |
TEX (EWachenheim-CF) | Pay Day | Sep 19, 2025 | $0.17 |
LHX (DividendGrowth) | Pay Day | Sep 22, 2025 | $1.20 |
G (EWachenheim-CF) | Pay Day | Sep 25, 2025 | $0.17 |
QCOM (thor1980) | Pay Day | Sep 25, 2025 | $0.89 |
LMT (DividendGrowth) | Pay Day | Sep 26, 2025 | $3.30 |
LMT (JordiReina) | Pay Day | Sep 26, 2025 | $3.30 |
LMT (thor1980) | Pay Day | Sep 26, 2025 | $3.30 |
 PBR (thor1980) | Pay Day | Sep 29, 2025 | $0.11 |
GS (thor1980) | Pay Day | Sep 29, 2025 | $4.00 |
KO (DividendGrowth) | Pay Day | Oct 1, 2025 | $0.51 |
 APD (DividendGrowth) | Ex-Dividend | Oct 1, 2025 | $1.79 |
KO (thor1980) | Pay Day | Oct 1, 2025 | $0.51 |
TSM (FranciscoOrtiz13) | Pay Day | Oct 9, 2025 | $0.82 |
TSM (AI-Revolution) | Pay Day | Oct 9, 2025 | $0.82 |
TSM (StanleyDruck13F) | Pay Day | Oct 9, 2025 | $0.82 |
TSM (JordiReina) | Pay Day | Oct 9, 2025 | $0.82 |
TSM (thor1980) | Pay Day | Oct 9, 2025 | $0.82 |
TSM (freehaha988) | Pay Day | Oct 9, 2025 | $0.82 |
APD (DividendGrowth) | Pay Day | Nov 10, 2025 | $1.79 |
 COMT (VIXGold) | Pay Day | Dec 20, 2025 | $1.24 |
 UUP (VIXGold) | Pay Day | Dec 27, 2025 | $1.32 |
Performance Metrics
Score 2.5/10
Beta
0.98
0.98
0
0.8
1.2
0
2
Sharpe Ratio
-0.15
-0.15
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.21
-0.21
-1
1
2
3
3
Jensen's Alpha
-14.29
-14.29
-15
0
2
4.5
4.5
Omega Ratio
0.67
0.67
0
1
1.5
2.5
2.5
Treynor Ratio
-0.44
-0.44
-1
0.75
1.25
2
2
Information Ratio
-0.5
-0.5
-1
0.3
0.6
1
1
Calmar Ratio
-0.14
-0.14
-1
0.3
0.6
1
1
Beta
0.98
0.98
0
0.8
1.2
0
2
Sharpe Ratio
-0.15
-0.15
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.21
-0.21
-1
1
2
3
3
Jensen's Alpha
-14.29
-14.29
-15
0
2
4.5
4.5
Omega Ratio
0.67
0.67
0
1
1.5
2.5
2.5
Treynor Ratio
-0.44
-0.44
-1
0.75
1.25
2
2
Information Ratio
-0.5
-0.5
-1
0.3
0.6
1
1
Calmar Ratio
-0.14
-0.14
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
30.91
High:
WHR
683.11WHRLow:
HSAI
-1,752.94HSAIDetails
PEG Ratio
-160.83
High:
ATO
258.34ATOLow:HSAI
-1,794.75HSAIDetails
Price/Book
2.27
High:
ESTA
31.95ESTALow:
NIO
-173.98NIODetails
Price/Sales
1.91
High:
INO
193.68INOLow:
KEFI.L
-KEFI.LDetails
Price/CF
11.9
High:
LUNA.US
639.7LUNA.USLow:
AGAS.OL
0.75AGAS.OLDetails
Price/FCF
30.85
High:
GO
289.73GOLow:
TPC
3.31TPCDetails
P/E Ratio
30.91
High:WHR
683.11WHRLow:HSAI
-1,752.94HSAIDetails
PEG Ratio
-160.83
High:ATO
258.34ATOLow:HSAI
-1,794.75HSAIDetails
Price/Book
2.27
High:ESTA
31.95ESTALow:NIO
-173.98NIODetails
Price/Sales
1.91
High:INO
193.68INOLow:KEFI.L
-KEFI.LDetails
Price/CF
11.9
High:LUNA.US
639.7LUNA.USLow:AGAS.OL
0.75AGAS.OLDetails
Price/FCF
30.85
High:GO
289.73GOLow:TPC
3.31TPCDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-57.93% | Apr 2021 | - | 52 |
-14.35% | Dec 2020 | Mar 2021 | 3 |
-8.04% | Oct 2020 | Nov 2020 | 1 |