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-2.25%
This Month
+20.37%
Year To Date
+137.77%
2 Years
+286.26%
5 Years
+139.9%
10 Years
+11.69%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies41.55%
- 💻 Electronic Technology29.64%
- 🖥️ Technology Services9.62%
- 💰 Finance5.83%
- 🛍️ Retail Trade3.44%
- 👥 Copy Trading2.82%
- 🍞 Consumer Non Durables1.23%
- 🧬 Health Technology1.06%
- 💇♀️ Consumer Services0.76%
- 📊 ETFs0.66%
- 🛠️ Producer Manufacturing0.64%
- 🚚 Transportation0.57%
- 📡 Communications0.44%
- 🏥 Health Services0.27%
- 🚗 Consumer Durables0.27%
- ⛏️ Energy Minerals0.26%
- 🏭 Industrial Services0.21%
- 🪨 Non Energy Minerals0.2%
- 🧪 Process Industries0.19%
- 💼 Commercial Services0.17%
- ⚡ Utilities0.08%
- 🧩 Miscellaneous0.06%
- 📦 Distribution Services0.03%
- 💵 Cash0.01%
- ❓ Other0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq42.9%
- 🌍 Digital Currency41.55%
- 🇺🇸 NYSE12.68%
- 🇬🇧 LSE0.98%
- 🇺🇸 Chicago Board Options Exchange0.14%
- 🇩🇪 FRA0.09%
- 🇫🇷 Euronext Paris0.07%
- 🇭🇰 Hong Kong Exchanges0.02%
- 🇸🇦 Tadawul0.02%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States53.29%
- 🇹🇼 Taiwan0.78%
- 🇬🇧 United Kingdom0.43%
- 🇨🇦 Canada0.2%
- 🇮🇱 Israel0.16%
- 🇨🇳 China0.14%
- 🇳🇱 Netherlands0.13%
- 🇩🇪 Germany0.12%
- 🇫🇷 France0.07%
- 🇰🇷 South Korea0.04%
- 🇧🇲 Bermuda0.03%
- 🇨🇭 Switzerland0.03%
- 🇮🇹 Italy0.03%
- 🇲🇽 Mexico0.03%
- 🇰🇾 Cayman Islands0.02%
- 🇦🇺 Australia0.02%
- 🇨🇴 Colombia0.02%
- 🇿🇦 South Africa0.02%
- 🇪🇸 Spain0.02%
- 🇸🇦 Saudi Arabia0.02%
- 🇸🇬 Singapore0.02%
- 🇩🇰 Denmark0.01%
- 🇮🇪 Ireland0.01%
- 🇰🇿 Kazakhstan0%
Dividends
Dividend Yield
0.47%
151 out of 282 instruments pay dividend.
32 dividend payments in the next 30 days.
Highest Dividend: $TWO (16.88%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 ARCC | 0.08% | 9.83% | $1.62 |
 MAIN | 0.03% | 5.21% | $2.85 |
 VZ | 0.03% | 6.75% | $2.66 |
 O | 0.02% | 5.31% | $3.09 |
 KO | 0.02% | 2.99% | $1.89 |
 AVGO | 0.01% | 0.68% | $19.7 |
 MSFT | 0.01% | 0.66% | $3 |
 NLY | 0.01% | 13.09% | $2.6 |
 CVX | 0.01% | 4.4% | $6.28 |
 META | 0.01% | 0.35% | $1 |
 JPM | 0.01% | 1.83% | $4.4 |
 GOOGL | 0.01% | 0.32% | $0.2 |
 MS | 0.01% | 2.37% | $3.4 |
 JNJ | 0.01% | 2.65% | $4.81 |
 BAC | 0.01% | 2.04% | $0.96 |
 TSM | 0.01% | 0.82% | $1.74 |
 AAPL | 0.01% | 0.39% | $0.97 |
 UNH | 0.01% | 2.37% | $7.74 |
 ABR | 0.01% | 12.36% | $1.72 |
 TWO | 0.01% | 16.88% | $1.8 |
 WMT | 0.01% | 0.88% | $0.81 |
 NVDA | 0% | 0.02% | $0.02 |
 GS | 0% | 1.83% | $11 |
 PEP | 0% | 3.62% | $5.15 |
 Momentum-LS | 0% | 0.73% | - |
 TGT.RTH. | 0% | 4.95% | $4.42 |
 MO | 0% | 6.39% | $3.92 |
 AXP | 0% | 0.91% | $2.6 |
 GSK.L | 0% | 3.87% | $0.59 |
 QCOM | 0% | 2.09% | $3.25 |
 LYB | 0% | 11.96% | $5.09 |
 F | 0% | 6.26% | $0.78 |
 MRK | 0% | 3.75% | $3.04 |
 MCD | 0% | 2.3% | $6.53 |
 CVS | 0% | 3.23% | $2.54 |
 RHP | 0% | 5.24% | $4.3 |
 WU | 0% | 11.57% | $0.94 |
 RIO | 0% | 5.38% | $4.34 |
 OKE | 0% | 6.02% | $3.89 |
 PFE | 0% | 7% | $1.66 |
 DIS | 0% | 0.89% | $0.75 |
 KHC.RTH. | 0% | 6.22% | $1.6 |
 NKE | 0% | 2.36% | $1.45 |
 ADM | 0% | 3.22% | $1.9 |
 MBG.DE | 0% | 7.99% | $5.3 |
 UPS.RTH. | 0% | 7.53% | $6.5 |
 MPLX | 0% | 7.71% | $3.33 |
 BBY | 0% | 4.69% | $3.72 |
 GLPI | 0% | 6.8% | $2.98 |
 FDX | 0% | 2.36% | $5.16 |
 LLY | 0% | 0.72% | $4.86 |
 RTX | 0% | 1.63% | $2.44 |
 LRCX.RTH. | 0% | 0.66% | $8 |
 LMT | 0% | 2.65% | $12.45 |
 MPW | 0% | 6.14% | $0.6 |
 MCHP | 0% | 2.73% | $1.75 |
 SWKS | 0% | 3.7% | $2.72 |
 BARC.L | 0% | 2.35% | $0.08 |
 WHR | 0% | 8.48% | $7 |
 KEY | 0% | 4.74% | $0.82 |
 AES | 0% | 4.83% | $0.68 |
 WPC | 0% | 5.23% | $3.67 |
 MC.PA | 0% | 2.12% | $13 |
 AZN.L | 0% | 1.95% | $2.28 |
 MU | 0% | 0.22% | $0.46 |
 PRU | 0% | 5.27% | $5.1 |
 USB | 0% | 4.3% | $1.94 |
 D | 0% | 4.34% | $2.67 |
 NXST | 0% | 3.75% | $6.08 |
 REXR | 0% | 3.91% | $1.6 |
 AMAT.RTH. | 0% | 0.78% | $1.44 |
 MMM | 0% | 1.87% | $5.21 |
 BMY | 0% | 5.68% | $2.34 |
 NXPI | 0% | 1.84% | $4.06 |
 KVUE.RTH. | 0% | 5.43% | $0.8 |
 AMGN | 0% | 3.11% | $8.76 |
 ABBV | 0% | 2.84% | $6.06 |
 PM.RTH. | 0% | 3.49% | $5.2 |
 VOW3.DE | 0% | 6.97% | $9.06 |
 HIG | 0% | 1.68% | $1.84 |
 MA | 0% | 0.54% | $2.46 |
 TROW | 0% | 4.85% | $4.92 |
 C | 0% | 2.34% | $2.12 |
 NuclearFuture | 0% | 1.31% | - |
 PAYX | 0% | 3.32% | $3.65 |
 CRM | 0% | 0.65% | $0.4 |
 V | 0% | 0.69% | $2.01 |
 BHP.L | 0% | 3.86% | $1.26 |
 TJX | 0% | 1.15% | $1.42 |
 SCHW | 0% | 1.11% | $1 |
 SSSS | 0% | 2.71% | $7.25 |
 SIE.DE | 0% | 2.13% | $4.7 |
 IBKR | 0% | 0.45% | $0.55 |
 SLB.RTH. | 0% | 3.43% | $1.05 |
 APD | 0% | 2.83% | $7.04 |
 WFC | 0% | 1.93% | $1.4 |
 ITW | 0% | 2.42% | $5.6 |
 EG | 0% | 2.28% | $7.25 |
 DKS | 0% | 2.1% | $4.2 |
 SBUX.RTH. | 0% | 2.9% | $2.24 |
 COST | 0% | 0.54% | $19.22 |
 HD | 0% | 2.36% | $8.52 |
 FAST | 0% | 1.99% | $1.48 |
 BLK | 0% | 1.78% | $20.2 |
 VNO | 0% | 1.93% | $0.68 |
 DVN | 0% | 2.94% | $2.05 |
 PSKY | 0% | 1.19% | $0.2 |
 BX | 0% | 2.66% | $3.36 |
 DELL | 0% | 1.37% | $1.63 |
 BDX | 0% | 2.17% | $3.76 |
 OTIS | 0% | 1.77% | $1.41 |
 SMSN.L | 0% | 1.22% | $23.68 |
 NOC | 0% | 1.46% | $7.67 |
 EMR | 0% | 1.62% | $2.1 |
 DTE | 0% | 3.05% | $4.01 |
 ASML.RTH. | 0% | 0.6% | $5.57 |
 ALB | 0% | 1.71% | $1.6 |
 BABA | 0% | 0.59% | $0.98 |
 KBH | 0% | 1.61% | $0.85 |
 TPR | 0% | 1.25% | $1.4 |
 VFC | 0% | 2.48% | $0.57 |
 DHI | 0% | 1.04% | $1.15 |
 FMX | 0% | 1.7% | $1.99 |
 APO | 0% | 1.55% | $1.75 |
 ACN.RTH. | 0% | 2.51% | $4.99 |
 MRVL | 0% | 0.28% | $0.24 |
 EL | 0% | 1.35% | $2.64 |
 NVO | 0% | 2.2% | $0.98 |
 SHW | 0% | 0.93% | $2.64 |
 EXPE | 0% | 0.55% | - |
 APH | 0% | 0.52% | $0.44 |
 RACE | 0% | 0.88% | $2.64 |
 TPL | 0% | 0.69% | $4.5 |
 KLAC.RTH. | 0% | 0.63% | $5.65 |
 ORCL | 0% | 0.69% | $1.6 |
 0700.HK | 0% | 0.72% | $3.4 |
 KKR | 0% | 0.6% | $0.67 |
 BRO | 0% | 0.69% | $0.51 |
 LEG | 0% | 2.23% | $1.43 |
 EA.RTH. | 0% | 0.38% | $0.76 |
 DHR | 0% | 0.59% | $1.05 |
 UHAL.B | 0% | 0.4% | $0.19 |
 EME | 0% | 0.14% | $0.79 |
 BAYN.DE | 0% | 0.4% | $0.11 |
 VG | 0% | 0.55% | - |
 GEV | 0% | 0.13% | - |
 MCO | 0% | 0.77% | $3.24 |
 VRT | 0% | 0.09% | $0.06 |
 PWR | 0% | 0.09% | $0.35 |
 SCCO | 0% | -2.12% | $-3.76 |
 VSTS | 0% | -2.16% | $-0.1 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
ORCL | Pay Day | Oct 23, 2025 | $0.50 |
CVS | Ex-Dividend | Oct 23, 2025 | $0.66 |
 ATR (Momentum-LS) | Ex-Dividend | Oct 23, 2025 | $0.48 |
 GEHC (Momentum-LS) | Ex-Dividend | Oct 24, 2025 | $0.04 |
 GE (NuclearFuture) | Pay Day | Oct 27, 2025 | $0.36 |
FAST | Ex-Dividend | Oct 28, 2025 | $0.22 |
TWO | Pay Day | Oct 29, 2025 | $0.34 |
EME | Pay Day | Oct 30, 2025 | $0.25 |
MRVL | Pay Day | Oct 30, 2025 | $0.06 |
JPM | Pay Day | Oct 31, 2025 | $1.50 |
COST | Ex-Dividend | Oct 31, 2025 | $1.30 |
DHR | Pay Day | Oct 31, 2025 | $0.32 |
AES | Ex-Dividend | Oct 31, 2025 | $0.18 |
MS | Ex-Dividend | Oct 31, 2025 | $1.00 |
DELL | Pay Day | Oct 31, 2025 | $0.52 |
O | Ex-Dividend | Oct 31, 2025 | $0.27 |
NLY | Pay Day | Oct 31, 2025 | $0.70 |
 SAN (Momentum-LS) | Ex-Dividend | Oct 31, 2025 | $0.13 |
 WSO (Momentum-LS) | Pay Day | Oct 31, 2025 | $3.00 |
 AOS (Momentum-LS) | Ex-Dividend | Oct 31, 2025 | $0.36 |
VZ | Pay Day | Nov 3, 2025 | $0.69 |
C | Ex-Dividend | Nov 3, 2025 | $0.60 |
CVS | Pay Day | Nov 3, 2025 | $0.66 |
BMY | Pay Day | Nov 3, 2025 | $0.62 |
OKE | Ex-Dividend | Nov 3, 2025 | $1.03 |
OKE (Momentum-LS) | Ex-Dividend | Nov 3, 2025 | $1.03 |
SAN (Momentum-LS) | Pay Day | Nov 6, 2025 | $0.13 |
PFE | Ex-Dividend | Nov 7, 2025 | $0.43 |
MA | Pay Day | Nov 7, 2025 | $0.76 |
PAYX | Ex-Dividend | Nov 7, 2025 | $1.08 |
MAIN | Ex-Dividend | Nov 7, 2025 | $0.26 |
 HWM (Momentum-LS) | Ex-Dividend | Nov 7, 2025 | $0.12 |
AXP | Pay Day | Nov 10, 2025 | $0.82 |
APD | Pay Day | Nov 10, 2025 | $1.79 |
TGT.RTH. | Ex-Dividend | Nov 12, 2025 | $1.14 |
TJX | Ex-Dividend | Nov 13, 2025 | $0.42 |
KBH | Ex-Dividend | Nov 13, 2025 | $0.25 |
ATR (Momentum-LS) | Pay Day | Nov 13, 2025 | $0.48 |
SBUX.RTH. | Ex-Dividend | Nov 14, 2025 | $0.62 |
ACN.RTH. | Pay Day | Nov 14, 2025 | $1.63 |
ABBV | Pay Day | Nov 14, 2025 | $1.64 |
COST | Pay Day | Nov 14, 2025 | $1.30 |
AES | Pay Day | Nov 14, 2025 | $0.18 |
OKE | Pay Day | Nov 14, 2025 | $1.03 |
MS | Pay Day | Nov 14, 2025 | $1.00 |
O | Pay Day | Nov 14, 2025 | $0.27 |
MAIN | Pay Day | Nov 14, 2025 | $0.26 |
OKE (Momentum-LS) | Pay Day | Nov 14, 2025 | $1.03 |
GEHC (Momentum-LS) | Pay Day | Nov 14, 2025 | $0.04 |
 HON.RTH. (NuclearFuture) | Ex-Dividend | Nov 14, 2025 | $1.19 |
 DUK (NuclearFuture) | Ex-Dividend | Nov 14, 2025 | $1.06 |
GEV | Pay Day | Nov 17, 2025 | $0.25 |
 MUR (Momentum-LS) | Ex-Dividend | Nov 17, 2025 | $0.32 |
AOS (Momentum-LS) | Pay Day | Nov 17, 2025 | $0.36 |
GEV (Momentum-LS) | Pay Day | Nov 17, 2025 | $0.25 |
GEV (NuclearFuture) | Pay Day | Nov 17, 2025 | $0.25 |
MSFT | Ex-Dividend | Nov 20, 2025 | $0.91 |
AMAT.RTH. | Ex-Dividend | Nov 20, 2025 | $0.46 |
JNJ | Ex-Dividend | Nov 25, 2025 | $1.30 |
FAST | Pay Day | Nov 25, 2025 | $0.22 |
HWM (Momentum-LS) | Pay Day | Nov 25, 2025 | $0.12 |
C | Pay Day | Nov 26, 2025 | $0.60 |
PAYX | Pay Day | Nov 26, 2025 | $1.08 |
KBH | Pay Day | Nov 26, 2025 | $0.25 |
SBUX.RTH. | Pay Day | Nov 28, 2025 | $0.62 |
PFE | Pay Day | Dec 1, 2025 | $0.43 |
LMT | Ex-Dividend | Dec 1, 2025 | $3.45 |
TGT.RTH. | Pay Day | Dec 1, 2025 | $1.14 |
MUR (Momentum-LS) | Pay Day | Dec 1, 2025 | $0.32 |
 AEM (Momentum-LS) | Ex-Dividend | Dec 1, 2025 | $0.40 |
MC.PA | Ex-Dividend | Dec 2, 2025 | $6.47 |
GS | Ex-Dividend | Dec 2, 2025 | $4.00 |
MC.PA | Pay Day | Dec 4, 2025 | $6.47 |
TJX | Pay Day | Dec 4, 2025 | $0.42 |
HON.RTH. (NuclearFuture) | Pay Day | Dec 5, 2025 | $1.19 |
JNJ | Pay Day | Dec 9, 2025 | $1.30 |
MSFT | Pay Day | Dec 11, 2025 | $0.91 |
AMAT.RTH. | Pay Day | Dec 11, 2025 | $0.46 |
TSM | Ex-Dividend | Dec 11, 2025 | $0.84 |
WMT | Ex-Dividend | Dec 12, 2025 | $0.24 |
AEM (Momentum-LS) | Pay Day | Dec 15, 2025 | $0.40 |
DUK (NuclearFuture) | Pay Day | Dec 16, 2025 | $1.06 |
LMT | Pay Day | Dec 30, 2025 | $3.45 |
GS | Pay Day | Dec 30, 2025 | $4.00 |
 BTI (Momentum-LS) | Ex-Dividend | Dec 30, 2025 | $0.75 |
REXR | Ex-Dividend | Dec 31, 2025 | $0.43 |
WMT | Pay Day | Jan 5, 2026 | $0.24 |
TSM | Pay Day | Jan 8, 2026 | $0.84 |
REXR | Pay Day | Jan 15, 2026 | $0.43 |
BTI (Momentum-LS) | Pay Day | Feb 9, 2026 | $0.75 |
Performance Metrics
Score 5.1/10
Beta
1.38
1.38
0
0.8
1.2
0
2
Sharpe Ratio
0.43
0.43
0
0.5
1
1.5
1.5
Sortino Ratio
0.67
0.67
0
1
2
3
3
Jensen's Alpha
1.63
1.63
-2
0
2
4.5
4.5
Omega Ratio
1.17
1.17
0
1
1.5
2.5
2.5
Treynor Ratio
1.01
1.01
0
0.75
1.25
2
2
Information Ratio
0.18
0.18
0
0.3
0.6
1
1
Calmar Ratio
0.17
0.17
0
0.3
0.6
1
1
Beta
1.38
1.38
0
0.8
1.2
0
2
Sharpe Ratio
0.43
0.43
0
0.5
1
1.5
1.5
Sortino Ratio
0.67
0.67
0
1
2
3
3
Jensen's Alpha
1.63
1.63
-2
0
2
4.5
4.5
Omega Ratio
1.17
1.17
0
1
1.5
2.5
2.5
Treynor Ratio
1.01
1.01
0
0.75
1.25
2
2
Information Ratio
0.18
0.18
0
0.3
0.6
1
1
Calmar Ratio
0.17
0.17
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
44.81
High:
TWLO
875.62TWLOLow:
GTLB
-1,348.51GTLBDetails
PEG Ratio
878.23
High:
AAPL
26,070.7AAPLLow:GTLB
-1,362.63GTLBDetails
Price/Book
21.7
High:
PLTR
71.27PLTRLow:
ABBV
-2,215.93ABBVDetails
Price/Sales
14.9
High:
JOBY
127,325.14JOBYLow:
QS
-QSDetails
Price/CF
38.61
High:
MSTR
7,511.07MSTRLow:
IBKR
0.74IBKRDetails
Price/FCF
57.58
High:
PEP
5,253.35PEPLow:IBKR
0.74IBKRDetails
P/E Ratio
44.81
High:TWLO
875.62TWLOLow:GTLB
-1,348.51GTLBDetails
PEG Ratio
878.23
High:AAPL
26,070.7AAPLLow:GTLB
-1,362.63GTLBDetails
Price/Book
21.7
High:PLTR
71.27PLTRLow:ABBV
-2,215.93ABBVDetails
Price/Sales
14.9
High:JOBY
127,325.14JOBYLow:QS
-QSDetails
Price/CF
38.61
High:MSTR
7,511.07MSTRLow:IBKR
0.74IBKRDetails
Price/FCF
57.58
High:PEP
5,253.35PEPLow:IBKR
0.74IBKRDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-70.55% | Jan 2018 | Feb 2024 | 73 |
-15.5% | Feb 2025 | Jun 2025 | 4 |
-8.06% | Apr 2024 | May 2024 | 1 |
-2.82% | Jul 2024 | Sep 2024 | 2 |
-2.25% | Oct 2025 | - | 1 |
-1.67% | Aug 2025 | Sep 2025 | 1 |
-1.4% | Dec 2024 | Jan 2025 | 1 |