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+1.91%
This Month
+8.48%
Year To Date
+46.14%
2 Years
+117.76%
5 Years
+142.09%
10 Years
+10.53%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology39.26%
- 🪙 Cryptocurrencies34.37%
- 🖥️ Technology Services6.34%
- 💰 Finance5.63%
- 👥 Copy Trading3.98%
- 🛍️ Retail Trade3.31%
- 🍞 Consumer Non Durables1.31%
- 🧬 Health Technology1.15%
- 🛠️ Producer Manufacturing0.96%
- 💇♀️ Consumer Services0.58%
- 📡 Communications0.57%
- ⛏️ Energy Minerals0.34%
- 🪨 Non Energy Minerals0.33%
- 📊 ETFs0.31%
- 💵 Cash0.27%
- 🧪 Process Industries0.27%
- 💼 Commercial Services0.2%
- 🏥 Health Services0.19%
- ❓ Other0.18%
- ⚡ Utilities0.15%
- 🏭 Industrial Services0.15%
- 🚚 Transportation0.13%
- 🚗 Consumer Durables0.13%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq50.52%
- 🌍 Digital Currency34.38%
- 🇺🇸 NYSE12.19%
- 🇬🇧 LSE1.16%
- 🇫🇷 Euronext Paris0.07%
- 🇩🇪 Xetra ETFs0.06%
- 🇺🇸 Chicago Board Options Exchange0.04%
- 🇩🇪 FRA0.03%
- 🌍 CFD0.02%
- Tokyo Stock Exchange0.02%
- 🇭🇰 Hong Kong Exchanges0.02%
- 🇸🇦 Tadawul0.02%
- Regular Trading Hours - RTH0.02%
- 🇦🇺 Sydney0.01%
- 🇮🇹 Borsa Italiana0.01%
- 🇳🇱 Euronext Amsterdam0%
- 🇸🇪 Stockholm Stock Exchange0%
- 🇩🇰 Copenhagen Stock Exchange0%
- 🇨🇭 SIX0%
- 🇪🇸 Bolsa De Madrid0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States60.28%
- 🇹🇼 Taiwan0.92%
- 🇬🇧 United Kingdom0.41%
- 🇮🇱 Israel0.18%
- 🇨🇦 Canada0.16%
- 🇨🇳 China0.09%
- 🇫🇷 France0.08%
- 🇮🇪 Ireland0.06%
- 🇦🇺 Australia0.05%
- 🇮🇹 Italy0.04%
- 🇧🇲 Bermuda0.04%
- 🇨🇾 Cyprus0.03%
- 🇲🇽 Mexico0.03%
- 🇨🇴 Colombia0.03%
- 🇩🇪 Germany0.03%
- 🇨🇭 Switzerland0.02%
- 🇸🇬 Singapore0.02%
- 🇰🇾 Cayman Islands0.02%
- 🇳🇱 Netherlands0.02%
- 🇸🇦 Saudi Arabia0.02%
- 🇩🇰 Denmark0.01%
- 🇧🇷 Brazil0%
- 🇪🇸 Spain0%
- 🇰🇷 South Korea0%
- 🇭🇰 Hong Kong0%
- 🇸🇪 Sweden0%
- 🇨🇱 Chile0%
- 🇫🇮 Finland0%
- 🇮🇩 Indonesia0%
- 🇻🇬 Virgin Islands, British0%
- 🇺🇾 Uruguay0%
- 🇯🇵 Japan0%
- 🇱🇺 Luxembourg0%
- 🇧🇪 Belgium0%
Dividends
Dividend Yield
0.5%
136 out of 250 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $ABR (17.9%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 ARCC | 0.08% | 9.58% | $1.62 |
 NVDA | 0.04% | 0.12% | $0.02 |
 VZ | 0.03% | 5.57% | $2.66 |
 MAIN | 0.03% | 5.37% | $2.85 |
 O | 0.02% | 5.29% | $3.09 |
 KO | 0.02% | 2.36% | $1.89 |
 NLY | 0.01% | 12.49% | $2.6 |
 AVGO | 0.01% | 0.71% | $19.7 |
 JPM | 0.01% | 1.67% | $4.4 |
 CVX.US | 0.01% | 3.35% | $6.28 |
 GOOGL | 0.01% | 0.25% | $0.2 |
 MS | 0.01% | 1.84% | $3.4 |
 JNJ | 0.01% | 1.9% | $4.81 |
 GS | 0.01% | 1.64% | $11 |
 GainersQtr | 0.01% | 0.7% | - |
 Momentum-LS | 0.01% | 0.67% | - |
 TSM | 0.01% | 0.7% | $1.74 |
 AAPL | 0.01% | 0.33% | $0.97 |
 MSFT | 0.01% | 0.73% | $3 |
 WMT | 0.01% | 0.92% | $0.81 |
 PEP | 0.01% | 4.18% | $5.15 |
 BAC | 0.01% | 1.79% | $0.96 |
 TGT | 0.01% | 2.79% | $4.42 |
 AXP | 0% | 1.09% | $2.6 |
 MCD | 0% | 2.87% | $6.53 |
 UNH | 0% | 2.25% | $7.74 |
 MPLX.US | 0% | 7.02% | $3.33 |
 ABR | 0% | 17.9% | $1.72 |
 MRK | 0% | 2.24% | $3.04 |
 LSL.L | 0% | 4.25% | - |
 RHP | 0% | 3.85% | $4.3 |
 WU | 0% | 13.09% | $0.94 |
 OKE | 0% | 4.4% | $3.89 |
 RIO | 0% | 3.87% | $4.34 |
 LYB | 0% | 6.49% | $5.09 |
 DIS | 0% | 1.42% | $0.75 |
 PFE | 0% | 6.05% | $1.66 |
 NKE | 0% | 4.24% | $1.45 |
 KHC | 0% | 6.44% | $1.6 |
 ADM | 0% | 2.45% | $1.9 |
 OWL | 0% | 7.7% | $0.6 |
 UPS | 0% | 6.41% | $6.5 |
 BBY | 0% | 4.23% | $3.72 |
 Pure-Value | 0% | 1.81% | - |
 GLPI | 0% | 7.54% | $2.98 |
 META | 0% | 0.34% | $1 |
 RI.PA | 0% | 7.61% | $4.7 |
 MPT | 0% | 8.73% | $0.6 |
 TCAP.L | 0% | 5.07% | $0.15 |
 GSK.L | 0% | 3.63% | $0.59 |
 CVS | 0% | 2.75% | $2.54 |
 SWKS | 0% | 3.84% | $2.72 |
 KEY | 0% | 3.7% | $0.82 |
 WPC | 0% | 5.26% | $3.67 |
 AES | 0% | 4.76% | $0.68 |
 PRU | 0% | 4.51% | $5.1 |
 LRCX | 0% | 0.34% | $8 |
 AMAT | 0% | 0.44% | $1.44 |
 USB | 0% | 3.28% | $1.94 |
 APH | 0% | 1.11% | $0.44 |
 TXN | 0% | 2.17% | $5.14 |
 D | 0% | 4.06% | $2.67 |
 REXR | 0% | 4.7% | $1.6 |
 ES | 0% | 4.34% | $2.78 |
 AMT | 0% | 3.97% | $6.56 |
 PUB.PA | 0% | 3.71% | $3.4 |
 WHR | 0% | 11.32% | $7 |
 BMY | 0% | 3.76% | $2.34 |
 AMGN | 0% | 2.24% | $8.76 |
 MDT.US | 0% | 3.03% | $2.77 |
 PM | 0% | 3.22% | $5.2 |
 HIG | 0% | 1.68% | $1.84 |
 ABBV | 0% | 2.66% | $6.06 |
 KVUE | 0% | 4.43% | $0.8 |
 F | 0% | 4.1% | $0.78 |
 BHP.L | 0% | 2.89% | $1.26 |
 CRM | 0% | 0.66% | $0.4 |
 TROW | 0% | 4.68% | $4.92 |
 PAYX | 0% | 3.64% | $3.65 |
 TJX | 0% | 1.37% | $1.42 |
 ORCL | 0% | 1.26% | $1.6 |
 VOW3.DE | 0% | 6.43% | $9.06 |
 XOM | 0% | 2.56% | $3.76 |
 B | 0% | 2.02% | $0.4 |
 APD | 0% | 2.39% | $7.04 |
 ITW | 0% | 2.38% | $5.6 |
 FMX | 0% | 2.84% | $1.99 |
 EG | 0% | 2.1% | $7.25 |
 V | 0% | 0.69% | $2.01 |
 KLAC | 0% | 0.43% | $5.65 |
 MMM | 0% | 1.79% | $5.21 |
 SBUX | 0% | 2.36% | $2.24 |
 HD | 0% | 2.88% | $8.52 |
 MCHP | 0% | 2.45% | $1.75 |
 BLK | 0% | 1.95% | $20.2 |
 BX | 0% | 3.65% | $3.36 |
 DVN | 0% | 2.16% | $2.05 |
 WFC | 0% | 2% | $1.4 |
 BARC.L | 0% | 1.73% | $0.08 |
 AZN.L | 0% | 1.97% | $2.28 |
 PYPL | 0% | 0.76% | - |
 MA | 0% | 0.58% | $2.46 |
 LLY | 0% | 0.58% | $4.86 |
 PSKY | 0% | 1.84% | $0.2 |
 BDX | 0% | 2.27% | $3.76 |
 DTE | 0% | 3.42% | $4.01 |
 RTX | 0% | 1.4% | $2.44 |
 ALB | 0% | 1.29% | $1.6 |
 KBH | 0% | 1.91% | $0.85 |
 TRGP | 0% | 1.47% | $2.25 |
 IBKR | 0% | 0.35% | - |
 VFC | 0% | 2.68% | $0.57 |
 COST | 0% | 0.61% | $19.22 |
 APO | 0% | 1.57% | $1.75 |
 ACN | 0% | 3.49% | $4.99 |
 FCX | 0% | 0.83% | $0.6 |
 EL | 0% | 1.35% | $2.64 |
 NVO | 0% | 2.64% | $0.98 |
 MU | 0% | 0.05% | $0.46 |
 RACE | 0% | 1.02% | $2.64 |
 BABA | 0% | 0.91% | $0.98 |
 MRVL | 0% | 0.11% | $0.24 |
 RareEarths | 0% | 0.48% | - |
 CAT | 0% | 0.76% | $5.31 |
 GLW | 0% | 0.73% | $1.12 |
 0700.HK | 0% | 1.2% | $3.4 |
 BRO | 0% | 0.9% | $0.51 |
 DELL | 0% | 0.44% | $1.63 |
 DHR | 0% | 0.69% | $1.05 |
 UHAL.B | 0% | 0.34% | $0.19 |
 AI-Memory | 0% | 0.18% | - |
 VG | 0% | 0.49% | - |
 SCCO | 0% | -1.82% | $-3.76 |
 SOLS | 0% | -0.24% | - |
 AI.PA | 0% | -1.97% | $-2.91 |
 ITUB | 0% | -1.71% | $-0.15 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
WMT | Pay Day | Sep 8, 2026 | $0.25 |
WMT (GainersQtr) | Pay Day | Sep 8, 2026 | $0.25 |
WMT (Pure-Value) | Pay Day | Sep 8, 2026 | $0.25 |
Performance Metrics
Score 4.2/10
Beta
1.37
1.37
0
0.8
1.2
0
2
Sharpe Ratio
0.38
0.38
0
0.5
1
1.5
1.5
Sortino Ratio
0.6
0.6
0
1
2
3
3
Jensen's Alpha
-0.56
-0.56
-2
0
2
4.5
4.5
Omega Ratio
1.1
1.1
0
1
1.5
2.5
2.5
Treynor Ratio
0.88
0.88
0
0.75
1.25
2
2
Information Ratio
0.11
0.11
0
0.3
0.6
1
1
Calmar Ratio
0.15
0.15
0
0.3
0.6
1
1
Beta
1.37
1.37
0
0.8
1.2
0
2
Sharpe Ratio
0.38
0.38
0
0.5
1
1.5
1.5
Sortino Ratio
0.6
0.6
0
1
2
3
3
Jensen's Alpha
-0.56
-0.56
-2
0
2
4.5
4.5
Omega Ratio
1.1
1.1
0
1
1.5
2.5
2.5
Treynor Ratio
0.88
0.88
0
0.75
1.25
2
2
Information Ratio
0.11
0.11
0
0.3
0.6
1
1
Calmar Ratio
0.15
0.15
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
31.92
High:
DKNG
439.78DKNGLow:
BE
-4,337.06BEDetails
PEG Ratio
75.42
High:DHR
76,940DHRLow:
CRWD
-5,401.66CRWDDetails
Price/Book
19.18
High:BE
75.45BELow:DELL
-201.07DELLDetails
Price/Sales
14.73
High:
MSTR
64.43MSTRLow:
NNE
-NNEDetails
Price/CF
33.28
High:MSTR
7,511.07MSTRLow:IBKR
0.84IBKRDetails
Price/FCF
44.03
High:TXN
4,155.74TXNLow:IBKR
0.84IBKRDetails
P/E Ratio
31.92
High:DKNG
439.78DKNGLow:BE
-4,337.06BEDetails
PEG Ratio
75.42
High:DHR
76,940DHRLow:CRWD
-5,401.66CRWDDetails
Price/Book
19.18
High:BE
75.45BELow:DELL
-201.07DELLDetails
Price/Sales
14.73
High:MSTR
64.43MSTRLow:NNE
-NNEDetails
Price/CF
33.28
High:MSTR
7,511.07MSTRLow:IBKR
0.84IBKRDetails
Price/FCF
44.03
High:TXN
4,155.74TXNLow:IBKR
0.84IBKRDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-70.55% | Jan 2018 | Feb 2024 | 73 |
-20.98% | Nov 2025 | - | 11 |
-15.5% | Feb 2025 | Jun 2025 | 4 |
-8.06% | Apr 2024 | May 2024 | 1 |
-2.82% | Jul 2024 | Sep 2024 | 2 |
-1.67% | Aug 2025 | Sep 2025 | 1 |
-1.4% | Dec 2024 | Jan 2025 | 1 |