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+2.59%
This Month
-3.55%
Year To Date
+32.33%
2 Years
+96.41%
5 Years
+115.25%
10 Years
+9.25%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology41.34%
- 🪙 Cryptocurrencies31.23%
- 🖥️ Technology Services6.46%
- 💰 Finance6.24%
- 👥 Copy Trading4.14%
- 🛍️ Retail Trade3.64%
- 🍞 Consumer Non Durables1.45%
- 🧬 Health Technology1.16%
- 🛠️ Producer Manufacturing1%
- 💇♀️ Consumer Services0.58%
- 📡 Communications0.56%
- ⛏️ Energy Minerals0.35%
- 📊 ETFs0.33%
- 🪨 Non Energy Minerals0.3%
- 🧪 Process Industries0.25%
- 🏥 Health Services0.19%
- 💼 Commercial Services0.19%
- 🚗 Consumer Durables0.15%
- 🚚 Transportation0.14%
- 🏭 Industrial Services0.14%
- ⚡ Utilities0.1%
- ❓ Other0.04%
- 💵 Cash0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq53.1%
- 🌍 Digital Currency31.24%
- 🇺🇸 NYSE12.67%
- 🇬🇧 LSE1.34%
- 🇩🇪 Xetra ETFs0.06%
- 🇫🇷 Euronext Paris0.04%
- 🇺🇸 Chicago Board Options Exchange0.04%
- 🇭🇰 Hong Kong Exchanges0.03%
- 🇸🇦 Tadawul0.02%
- 🇩🇪 FRA0.02%
- Regular Trading Hours - RTH0.01%
- 🌍 CFD0.01%
- Tokyo Stock Exchange0.01%
- 🇦🇺 Sydney0.01%
- 🇮🇹 Borsa Italiana0.01%
- 🇳🇱 Euronext Amsterdam0%
- 🇩🇰 Copenhagen Stock Exchange0%
- 🇸🇪 Stockholm Stock Exchange0%
- 🇨🇭 SIX0%
- 🇪🇸 Bolsa De Madrid0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States63.29%
- 🇹🇼 Taiwan0.98%
- 🇬🇧 United Kingdom0.49%
- 🇮🇱 Israel0.22%
- 🇨🇦 Canada0.2%
- 🇨🇳 China0.1%
- 🇮🇪 Ireland0.05%
- 🇦🇺 Australia0.05%
- 🇫🇷 France0.04%
- 🇧🇲 Bermuda0.04%
- 🇮🇹 Italy0.04%
- 🇨🇾 Cyprus0.03%
- 🇨🇭 Switzerland0.03%
- 🇲🇽 Mexico0.03%
- 🇸🇬 Singapore0.03%
- 🇸🇦 Saudi Arabia0.02%
- 🇩🇪 Germany0.02%
- 🇳🇱 Netherlands0.02%
- 🇫🇮 Finland0.02%
- 🇩🇰 Denmark0.02%
- 🇰🇾 Cayman Islands0.01%
- 🇪🇸 Spain0%
- 🇧🇷 Brazil0%
- 🇨🇱 Chile0%
- 🇸🇪 Sweden0%
- 🇻🇬 Virgin Islands, British0%
- 🇯🇵 Japan0%
- 🇱🇺 Luxembourg0%
- 🇧🇪 Belgium0%
Dividends
Dividend Yield
0.55%
129 out of 238 instruments pay dividend.
12 dividend payments in the next 30 days.
Highest Dividend: $ABR (20.66%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 ARCC | 0.09% | 10.02% | $1.62 |
 NVDA | 0.04% | 0.14% | $0.02 |
 VZ | 0.04% | 6.41% | $2.66 |
 MAIN | 0.03% | 5.6% | $2.85 |
 O | 0.03% | 4.93% | $3.09 |
 KO | 0.02% | 2.55% | $1.89 |
 AVGO | 0.02% | 0.69% | $19.7 |
 NLY | 0.01% | 12.39% | $2.6 |
 JPM | 0.01% | 1.76% | $4.4 |
 CVX.US | 0.01% | 3.73% | $6.28 |
 GOOGL | 0.01% | 0.25% | $0.2 |
 MS | 0.01% | 1.86% | $3.4 |
 JNJ | 0.01% | 2.07% | $4.81 |
 GS | 0.01% | 1.6% | $11 |
 GainersQtr | 0.01% | 0.72% | - |
 TSM | 0.01% | 0.75% | $1.74 |
 AAPL | 0.01% | 0.31% | $0.97 |
 MSFT | 0.01% | 0.92% | $3 |
 PEP | 0.01% | 4.19% | $5.15 |
 WMT | 0.01% | 0.87% | $0.81 |
 BAC | 0.01% | 1.83% | $0.96 |
 TGT | 0.01% | 3.28% | $4.42 |
 TWO | 0.01% | 11.25% | $1.8 |
 AXP | 0.01% | 1% | $2.6 |
 ABR | 0.01% | 20.66% | $1.72 |
 Momentum-LS | 0% | 0.42% | - |
 MRK | 0% | 2.64% | $3.04 |
 LSL.L | 0% | 4.98% | - |
 UNH | 0% | 2.1% | $7.74 |
 RHP | 0% | 3.75% | $4.3 |
 WU | 0% | 10.59% | $0.94 |
 OKE | 0% | 4.49% | $3.89 |
 RIO | 0% | 4.43% | $4.34 |
 LYB | 0% | 6.96% | $5.09 |
 DIS | 0% | 1.54% | $0.75 |
 MPLX.US | 0% | 7.34% | $3.33 |
 MCD | 0% | 2.75% | $6.53 |
 PFE | 0% | 6.87% | $1.66 |
 NKE | 0% | 3.72% | $1.45 |
 KHC | 0% | 6.18% | $1.6 |
 ADM | 0% | 2.4% | $1.9 |
 UPS | 0% | 5.57% | $6.5 |
 BBY | 0% | 4.47% | $3.72 |
 GLPI | 0% | 7.01% | $2.98 |
 RI.PA | 0% | 7.2% | $4.7 |
 MPT | 0% | 7.37% | $0.6 |
 TCAP.L | 0% | 4.81% | $0.15 |
 GSK.L | 0% | 3.49% | $0.59 |
 CVS | 0% | 2.48% | $2.54 |
 SWKS | 0% | 4.79% | $2.72 |
 KEY | 0% | 3.48% | $0.82 |
 LRCX | 0% | 0.33% | $8 |
 WPC | 0% | 4.88% | $3.67 |
 AES | 0% | 4.77% | $0.68 |
 META | 0% | 0.33% | $1 |
 PRU | 0% | 4.62% | $5.1 |
 AZN.L | 0% | 1.87% | $2.28 |
 USB | 0% | 3.29% | $1.94 |
 D | 0% | 3.76% | $2.67 |
 REXR | 0% | 4.62% | $1.6 |
 AMT | 0% | 4.1% | $6.56 |
 WHR | 0% | 11.64% | $7 |
 BMY | 0% | 4.13% | $2.34 |
 AMGN | 0% | 2.68% | $8.76 |
 MDT.US | 0% | 3.43% | $2.77 |
 PM | 0% | 3.05% | $5.2 |
 MU | 0% | 0.06% | $0.46 |
 ABBV | 0% | 2.68% | $6.06 |
 HIG | 0% | 1.65% | $1.84 |
 KVUE | 0% | 4.37% | $0.8 |
 F | 0% | 4.22% | $0.78 |
 BHP.L | 0% | 3.25% | $1.26 |
 CRM | 0% | 1% | $0.4 |
 TROW | 0% | 4.38% | $4.92 |
 PAYX | 0% | 3.87% | $3.65 |
 TJX | 0% | 1.17% | $1.42 |
 VOW3.DE | 0% | 7.19% | $9.06 |
 XOM | 0% | 2.77% | $3.76 |
 B | 0% | 2.59% | $0.4 |
 APD | 0% | 2.44% | $7.04 |
 ITW | 0% | 2.33% | $5.6 |
 AMAT | 0% | 0.37% | $1.44 |
 FMX | 0% | 2.65% | $1.99 |
 EG | 0% | 2.09% | $7.25 |
 V | 0% | 0.73% | $2.01 |
 MMM | 0% | 1.89% | $5.21 |
 SBUX | 0% | 2.34% | $2.24 |
 HD | 0% | 2.73% | $8.52 |
 MCHP | 0% | 2.25% | $1.75 |
 BLK | 0% | 2.04% | $20.2 |
 BX | 0% | 3.92% | $3.36 |
 DVN | 0% | 2.37% | $2.05 |
 WFC | 0% | 2.06% | $1.4 |
 BARC.L | 0% | 1.67% | $0.08 |
 PYPL | 0% | 0.74% | - |
 MA | 0% | 0.62% | $2.46 |
 PSKY | 0% | 2.29% | $0.2 |
 BDX | 0% | 2.65% | $3.76 |
 DTE | 0% | 3.14% | $4.01 |
 RTX | 0% | 1.46% | $2.44 |
 ALB | 0% | 1.34% | $1.6 |
 KBH | 0% | 1.78% | $0.85 |
 ORCL | 0% | 1.58% | $1.6 |
 IBKR | 0% | 0.36% | - |
 LLY | 0% | 0.57% | $4.86 |
 KLAC | 0% | 0.38% | $5.65 |
 VFC | 0% | 2.12% | $0.57 |
 COST | 0% | 0.59% | $19.22 |
 APO | 0% | 1.74% | $1.75 |
 APH | 0% | 0.61% | $0.44 |
 ACN | 0% | 4.54% | $4.99 |
 FCX | 0% | 1.03% | $0.6 |
 EL | 0% | 1.7% | $2.64 |
 NVO | 0% | 2.45% | $0.98 |
 RACE | 0% | 1.11% | $2.64 |
 BABA | 0% | 0.9% | $0.98 |
 RareEarths | 0% | 0.54% | - |
 MRVL | 0% | 0.13% | $0.24 |
 0700.HK | 0% | 1.15% | $3.4 |
 BRO | 0% | 0.93% | $0.51 |
 DELL | 0% | 0.58% | $1.63 |
 LEG | 0% | 1.81% | $1.43 |
 DHR | 0% | 0.71% | $1.05 |
 UHAL.B | 0% | 0.32% | $0.19 |
 VG | 0% | 0.51% | - |
 MCO | 0% | 0.77% | $3.24 |
 SOLS | 0% | -0.26% | - |
 AI.PA | 0% | -1.91% | $-2.91 |
 ITUB | 0% | -1.7% | $-0.15 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
DIS | Pay Day | Jul 22, 2026 | $0.75 |
RI.PA | Ex-Dividend | Jul 22, 2026 | $2.77 |
 CSCO (GainersQtr) | Pay Day | Jul 22, 2026 | $0.42 |
DIS (GainersQtr) | Pay Day | Jul 22, 2026 | $0.75 |
RI.PA (GainersQtr) | Ex-Dividend | Jul 22, 2026 | $2.77 |
RI.PA | Pay Day | Jul 24, 2026 | $2.77 |
RI.PA (GainersQtr) | Pay Day | Jul 24, 2026 | $2.77 |
 BNS (GainersQtr) | Pay Day | Jul 29, 2026 | $0.82 |
JPM | Pay Day | Jul 31, 2026 | $1.50 |
DHR | Pay Day | Jul 31, 2026 | $0.40 |
JPM (GainersQtr) | Pay Day | Jul 31, 2026 | $1.50 |
DHR (GainersQtr) | Pay Day | Jul 31, 2026 | $0.40 |
 TD (Momentum-LS) | Pay Day | Jul 31, 2026 | $0.81 |
APD | Pay Day | Aug 10, 2026 | $1.81 |
WMT | Ex-Dividend | Aug 21, 2026 | $0.25 |
WMT (GainersQtr) | Ex-Dividend | Aug 21, 2026 | $0.25 |
 ZTS (Momentum-LS) | Pay Day | Sep 1, 2026 | $0.53 |
WMT | Pay Day | Sep 8, 2026 | $0.25 |
WMT (GainersQtr) | Pay Day | Sep 8, 2026 | $0.25 |
Performance Metrics
Score 4.1/10
Beta
1.36
1.36
0
0.8
1.2
0
2
Sharpe Ratio
0.37
0.37
0
0.5
1
1.5
1.5
Sortino Ratio
0.59
0.59
0
1
2
3
3
Jensen's Alpha
-0.76
-0.76
-2
0
2
4.5
4.5
Omega Ratio
1.09
1.09
0
1
1.5
2.5
2.5
Treynor Ratio
0.87
0.87
0
0.75
1.25
2
2
Information Ratio
0.1
0.1
0
0.3
0.6
1
1
Calmar Ratio
0.14
0.14
0
0.3
0.6
1
1
Beta
1.36
1.36
0
0.8
1.2
0
2
Sharpe Ratio
0.37
0.37
0
0.5
1
1.5
1.5
Sortino Ratio
0.59
0.59
0
1
2
3
3
Jensen's Alpha
-0.76
-0.76
-2
0
2
4.5
4.5
Omega Ratio
1.09
1.09
0
1
1.5
2.5
2.5
Treynor Ratio
0.87
0.87
0
0.75
1.25
2
2
Information Ratio
0.1
0.1
0
0.3
0.6
1
1
Calmar Ratio
0.14
0.14
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
32.09
High:
DKNG
439.78DKNGLow:
CRWD
-3,974.1CRWDDetails
PEG Ratio
78.81
High:DHR
76,940DHRLow:CRWD
-5,401.66CRWDDetails
Price/Book
18.89
High:MA
69.54MALow:DELL
-201.07DELLDetails
Price/Sales
14.51
High:
MSTR
64.43MSTRLow:
NNE
-NNEDetails
Price/CF
32.73
High:MSTR
7,511.07MSTRLow:IBKR
0.84IBKRDetails
Price/FCF
43.99
High:SBUX
1,256.06SBUXLow:IBKR
0.84IBKRDetails
P/E Ratio
32.09
High:DKNG
439.78DKNGLow:CRWD
-3,974.1CRWDDetails
PEG Ratio
78.81
High:DHR
76,940DHRLow:CRWD
-5,401.66CRWDDetails
Price/Book
18.89
High:MA
69.54MALow:DELL
-201.07DELLDetails
Price/Sales
14.51
High:MSTR
64.43MSTRLow:NNE
-NNEDetails
Price/CF
32.73
High:MSTR
7,511.07MSTRLow:IBKR
0.84IBKRDetails
Price/FCF
43.99
High:SBUX
1,256.06SBUXLow:IBKR
0.84IBKRDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-70.55% | Jan 2018 | Feb 2024 | 73 |
-20.98% | Nov 2025 | - | 9 |
-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 |