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+0.08%
Today
+2.81%
This Month
-10.92%
Year To Date
+53.89%
2 Years
+112.48%
5 Years
+17.19%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology24.71%
- 🖥️ Technology Services15.54%
- 💰 Finance13.47%
- 🍞 Consumer Non Durables12.55%
- 👥 Copy Trading11.21%
- 🪙 Cryptocurrencies4.75%
- 📡 Communications4.64%
- 🛍️ Retail Trade3.98%
- 💇♀️ Consumer Services3.37%
- ⛏️ Energy Minerals2.67%
- 💵 Cash0.18%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE45.72%
- 🇺🇸 Nasdaq43.09%
- 🌍 Digital Currency4.75%
- 🇬🇧 LSE2.53%
- 🇩🇪 Xetra ETFs0.13%
- 🇫🇷 Euronext Paris0.06%
- 🇩🇪 FRA0.02%
- 🇳🇱 Euronext Amsterdam0.02%
- 🇮🇹 Borsa Italiana0.01%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States85.56%
- 🇬🇧 United Kingdom1.98%
- 🇮🇱 Israel1.12%
- 🇧🇷 Brazil1.05%
- 🇨🇴 Colombia0.51%
- 🇨🇭 Switzerland0.05%
- 🇳🇱 Netherlands0.05%
- 🇫🇷 France0.04%
- 🇩🇪 Germany0.02%
- 🇮🇹 Italy0.01%
- 🇮🇪 Ireland0.01%
Dividends
Dividend Yield
1.47%
18 out of 19 instruments pay dividend.
11 dividend payments in the next 30 days.
Highest Dividend: $MO (6.94%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 MO | 0.26% | 6.94% | $3.92 |
 AmitKup | 0.19% | 3.58% | - |
 T | 0.18% | 3.95% | $1.11 |
 KO | 0.13% | 2.83% | $1.89 |
 CVX | 0.12% | 4.65% | $6.28 |
 PG | 0.11% | 2.55% | $3.83 |
 AVGO | 0.09% | 0.85% | $19.7 |
 MCD | 0.08% | 2.39% | $6.53 |
 MSFT | 0.06% | 0.67% | $3 |
 V | 0.04% | 0.66% | $2.01 |
 WMT | 0.04% | 0.97% | $0.81 |
 MA | 0.04% | 0.53% | $2.46 |
 AAPL | 0.03% | 0.5% | $0.97 |
 WarrenBuffet-CF | 0.03% | 1.69% | - |
 ddvaz2097 | 0.03% | 1.47% | - |
 META | 0.02% | 0.28% | $1 |
 AlexZy | 0.01% | 0.7% | - |
 NVDA | 0% | 0.03% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
KO | Pay Day | Jul 1, 2025 | $0.51 |
KO (WarrenBuffet-CF) | Pay Day | Jul 1, 2025 | $0.51 |
KO (ddvaz2097) | Pay Day | Jul 1, 2025 | $0.51 |
 O (ddvaz2097) | Ex-Dividend | Jul 1, 2025 | $0.27 |
NVDA | Pay Day | Jul 3, 2025 | $0.01 |
 AXP (WarrenBuffet-CF) | Ex-Dividend | Jul 3, 2025 | $0.82 |
 CB (WarrenBuffet-CF) | Pay Day | Jul 3, 2025 | $0.97 |
NVDA (AlexZy) | Pay Day | Jul 3, 2025 | $0.01 |
 FDX (AlexZy) | Pay Day | Jul 8, 2025 | $1.45 |
MA | Ex-Dividend | Jul 9, 2025 | $0.76 |
 PLUS.L (AmitKup) | Pay Day | Jul 9, 2025 | $0.40 |
MA (WarrenBuffet-CF) | Ex-Dividend | Jul 9, 2025 | $0.76 |
MA (AlexZy) | Ex-Dividend | Jul 9, 2025 | $0.76 |
T | Ex-Dividend | Jul 10, 2025 | $0.28 |
MO | Pay Day | Jul 10, 2025 | $1.02 |
 OXY (WarrenBuffet-CF) | Pay Day | Jul 15, 2025 | $0.24 |
 ABBV (ddvaz2097) | Ex-Dividend | Jul 15, 2025 | $1.64 |
O (ddvaz2097) | Pay Day | Jul 15, 2025 | $0.27 |
T | Pay Day | Aug 1, 2025 | $0.28 |
MA | Pay Day | Aug 8, 2025 | $0.76 |
AXP (WarrenBuffet-CF) | Pay Day | Aug 8, 2025 | $0.82 |
MA (WarrenBuffet-CF) | Pay Day | Aug 8, 2025 | $0.76 |
MA (AlexZy) | Pay Day | Aug 8, 2025 | $0.76 |
 DE (AlexZy) | Pay Day | Aug 8, 2025 | $1.62 |
WMT | Ex-Dividend | Aug 15, 2025 | $0.24 |
 KR (WarrenBuffet-CF) | Ex-Dividend | Aug 15, 2025 | $0.35 |
ABBV (ddvaz2097) | Pay Day | Aug 15, 2025 | $1.64 |
MSFT | Ex-Dividend | Aug 21, 2025 | $0.83 |
MSFT (AlexZy) | Ex-Dividend | Aug 21, 2025 | $0.83 |
KR (WarrenBuffet-CF) | Pay Day | Sep 1, 2025 | $0.35 |
WMT | Pay Day | Sep 2, 2025 | $0.24 |
MSFT | Pay Day | Sep 11, 2025 | $0.83 |
MSFT (AlexZy) | Pay Day | Sep 11, 2025 | $0.83 |
Performance Metrics
Score 7.1/10
Beta
0.55
0.55
0
0.8
1.2
0
2
Sharpe Ratio
0.76
0.76
0
0.5
1
1.5
1.5
Sortino Ratio
1.32
1.32
0
1
2
3
3
Jensen's Alpha
9.38
9.38
-2
0
2
10
10
Omega Ratio
1.21
1.21
0
1
1.5
2.5
2.5
Treynor Ratio
2.15
2.15
0
0.75
1.25
3
3
Information Ratio
0.26
0.26
0
0.3
0.6
1
1
Calmar Ratio
0.84
0.84
0
0.3
0.6
1
1
Beta
0.55
0.55
0
0.8
1.2
0
2
Sharpe Ratio
0.76
0.76
0
0.5
1
1.5
1.5
Sortino Ratio
1.32
1.32
0
1
2
3
3
Jensen's Alpha
9.38
9.38
-2
0
2
10
10
Omega Ratio
1.21
1.21
0
1
1.5
2.5
2.5
Treynor Ratio
2.15
2.15
0
0.75
1.25
3
3
Information Ratio
0.26
0.26
0
0.3
0.6
1
1
Calmar Ratio
0.84
0.84
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
38.86
High:
AVGO
101.25AVGOLow:
MO
9.83MODetails
PEG Ratio
1,070.95
High:
KO
10,046.38KOLow:MO
39MODetails
Price/Book
16.23
High:
MA
75.07MALow:
MCD
-60.35MCDDetails
Price/Sales
9.73
High:
NVDA
26.14NVDALow:
WMT
1.14WMTDetails
Price/CF
25.33
High:KO
282.33KOLow:
T
5.07TDetails
Price/FCF
46.05
High:KO
272.99KOLow:T
18.2TDetails
P/E Ratio
38.86
High:AVGO
101.25AVGOLow:MO
9.83MODetails
PEG Ratio
1,070.95
High:KO
10,046.38KOLow:MO
39MODetails
Price/Book
16.23
High:MA
75.07MALow:MCD
-60.35MCDDetails
Price/Sales
9.73
High:NVDA
26.14NVDALow:WMT
1.14WMTDetails
Price/CF
25.33
High:KO
282.33KOLow:T
5.07TDetails
Price/FCF
46.05
High:KO
272.99KOLow:T
18.2TDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-19.64% | Jan 2025 | - | 6 |
-15.62% | Aug 2023 | Dec 2023 | 4 |
-13.9% | May 2021 | May 2023 | 24 |
-4.62% | Apr 2024 | May 2024 | 1 |
-3.19% | Jul 2024 | Sep 2024 | 2 |
-0.66% | Oct 2020 | Nov 2020 | 1 |
-0.6% | Feb 2021 | Apr 2021 | 2 |