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+0.45%
This Month
-9.04%
Year To Date
-2.82%
2 Years
-3.45%
5 Years
-45.87%
10 Years
+28.51%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading47.04%
- 💵 Cash38.98%
- 🧩 Miscellaneous3.88%
- 🪙 Cryptocurrencies3.22%
- 🛍️ Retail Trade2.43%
- 📊 ETFs1.59%
- 💰 Finance0.95%
- 🛠️ Producer Manufacturing0.24%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE26.92%
- 🇺🇸 Nasdaq25.27%
- 🌍 Digital Currency3.22%
- 🇬🇧 LSE2.37%
- 🇭🇰 Hong Kong Exchanges0.86%
- 🇨🇭 SIX0.11%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States43.62%
- 🇨🇳 China1.76%
- 🇨🇦 Canada1.63%
- 🇨🇭 Switzerland0.85%
- 🇹🇼 Taiwan0.64%
- 🇸🇬 Singapore0.43%
- 🇯🇵 Japan0.39%
- 🇬🇧 United Kingdom0.35%
- 🇳🇱 Netherlands0.31%
- 🇮🇪 Ireland0.04%
- 🇧🇪 Belgium0.03%
Dividends
Dividend Yield
0.42%
6 out of 19 instruments pay dividend.
6 dividend payments in the next 30 days.
Highest Dividend: WarrenBuffet-CF (1.7%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 WarrenBuffet-CF | 0.17% | 1.7% | - |
 BillGates13F | 0.1% | 1.04% | - |
 Cancer-Med | 0.1% | 0.88% | - |
 InTheGame | 0.05% | 0.31% | - |
 PHIN | 0% | -1.62% | $-1 |
 ACLN.ZU | 0% | -2.02% | $-0.85 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 MRK (Cancer-Med) | Pay Day | Apr 7, 2026 | $0.85 |
 MA (WarrenBuffet-CF) | Ex-Dividend | Apr 9, 2026 | $0.87 |
 OXY (WarrenBuffet-CF) | Pay Day | Apr 15, 2026 | $0.26 |
 ECL (BillGates13F) | Pay Day | Apr 15, 2026 | $0.73 |
 ABBV (Cancer-Med) | Ex-Dividend | Apr 15, 2026 | $1.73 |
 DHR (BillGates13F) | Pay Day | Apr 24, 2026 | $0.40 |
 WST (BillGates13F) | Ex-Dividend | Apr 29, 2026 | $0.22 |
 BMY (Cancer-Med) | Pay Day | May 1, 2026 | $0.63 |
WST (BillGates13F) | Pay Day | May 6, 2026 | $0.22 |
 AXP (WarrenBuffet-CF) | Pay Day | May 8, 2026 | $0.95 |
MA (WarrenBuffet-CF) | Pay Day | May 8, 2026 | $0.87 |
 WMT (BillGates13F) | Ex-Dividend | May 8, 2026 | $0.25 |
 DE (BillGates13F) | Pay Day | May 8, 2026 | $1.62 |
 NUE (WarrenBuffet-CF) | Pay Day | May 11, 2026 | $0.56 |
 0700.HK (InTheGame) | Ex-Dividend | May 15, 2026 | $0.68 |
 KR (WarrenBuffet-CF) | Ex-Dividend | May 15, 2026 | $0.35 |
 AMGN (Cancer-Med) | Ex-Dividend | May 15, 2026 | $2.52 |
ABBV (Cancer-Med) | Pay Day | May 15, 2026 | $1.73 |
 MSFT (InTheGame) | Ex-Dividend | May 21, 2026 | $0.91 |
MSFT (BillGates13F) | Ex-Dividend | May 21, 2026 | $0.91 |
WMT (BillGates13F) | Pay Day | May 26, 2026 | $0.25 |
0700.HK (InTheGame) | Pay Day | Jun 1, 2026 | $0.68 |
KR (WarrenBuffet-CF) | Pay Day | Jun 1, 2026 | $0.35 |
AMGN (Cancer-Med) | Pay Day | Jun 5, 2026 | $2.52 |
MSFT (InTheGame) | Pay Day | Jun 11, 2026 | $0.91 |
 TSM (InTheGame) | Ex-Dividend | Jun 11, 2026 | $0.95 |
MSFT (BillGates13F) | Pay Day | Jun 11, 2026 | $0.91 |
TSM (InTheGame) | Pay Day | Jul 9, 2026 | $0.95 |
Performance Metrics
Score 3.8/10
Beta
-0.27
-0.27
-1
0.8
1.2
-1
2
Sharpe Ratio
-0.16
-0.16
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.21
-0.21
-1
1
2
3
3
Jensen's Alpha
-1.25
-1.25
-2
0
2
4.5
4.5
Omega Ratio
0.68
0.68
0
1
1.5
2.5
2.5
Treynor Ratio
1.34
1.34
0
0.75
1.25
2
2
Information Ratio
-0.47
-0.47
-1
0.3
0.6
1
1
Calmar Ratio
-0.09
-0.09
-1
0.3
0.6
1
1
Beta
-0.27
-0.27
-1
0.8
1.2
-1
2
Sharpe Ratio
-0.16
-0.16
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.21
-0.21
-1
1
2
3
3
Jensen's Alpha
-1.25
-1.25
-2
0
2
4.5
4.5
Omega Ratio
0.68
0.68
0
1
1.5
2.5
2.5
Treynor Ratio
1.34
1.34
0
0.75
1.25
2
2
Information Ratio
-0.47
-0.47
-1
0.3
0.6
1
1
Calmar Ratio
-0.09
-0.09
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
32.76
High:ACLN.ZU
36.15ACLN.ZULow:PHIN
21.11PHINDetails
PEG Ratio
40.41
High:ACLN.ZU
125.63ACLN.ZULow:
GME
12.49GMEDetails
Price/Book
3.88
High:ACLN.ZU
18.45ACLN.ZULow:PHIN
1.64PHINDetails
Price/Sales
7.5
High:
HOOD
14.04HOODLow:PHIN
0.77PHINDetails
Price/CF
46.87
High:HOOD
90.65HOODLow:PHIN
7.86PHINDetails
Price/FCF
50.31
High:ACLN.ZU
102.68ACLN.ZULow:PHIN
16.79PHINDetails
P/E Ratio
32.76
High:ACLN.ZU
36.15ACLN.ZULow:PHIN
21.11PHINDetails
PEG Ratio
40.41
High:ACLN.ZU
125.63ACLN.ZULow:GME
12.49GMEDetails
Price/Book
3.88
High:ACLN.ZU
18.45ACLN.ZULow:PHIN
1.64PHINDetails
Price/Sales
7.5
High:HOOD
14.04HOODLow:PHIN
0.77PHINDetails
Price/CF
46.87
High:HOOD
90.65HOODLow:PHIN
7.86PHINDetails
Price/FCF
50.31
High:ACLN.ZU
102.68ACLN.ZULow:PHIN
16.79PHINDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-67.3% | Jan 2018 | - | 100 |
-45.81% | Dec 2013 | Feb 2014 | 2 |
-16.76% | Sep 2013 | Oct 2013 | 1 |
-14.72% | Jun 2014 | Jul 2014 | 1 |
-10.67% | Apr 2014 | May 2014 | 1 |
-8.91% | Aug 2015 | Feb 2016 | 6 |
-3.25% | Jul 2016 | Jun 2017 | 11 |
-2.07% | Apr 2016 | Jun 2016 | 2 |
-1.04% | Sep 2017 | Nov 2017 | 2 |
-0.78% | Jul 2017 | Aug 2017 | 1 |
-0.06% | May 2015 | Jun 2015 | 1 |