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+2.96%
This Month
+12.44%
Year To Date
+32.95%
2 Years
-6.88%
5 Years
-2.4%
10 Years
-0.52%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading26.88%
- 🖥️ Technology Services20.69%
- 💻 Electronic Technology12.88%
- 💵 Cash10.46%
- 🍞 Consumer Non Durables10.37%
- 🪙 Cryptocurrencies6.16%
- 🧬 Health Technology4.49%
- 🛠️ Producer Manufacturing2.73%
- 🚗 Consumer Durables2.11%
- 🧩 Miscellaneous0.92%
- 💇♀️ Consumer Services0.06%
- 🏥 Health Services0%
- 🧪 Process Industries0%
- ⛏️ Energy Minerals0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq33.12%
- 🇺🇸 NYSE24.36%
- 🇬🇧 LSE13.45%
- 🌍 Digital Currency9.76%
- 🇭🇰 Hong Kong Exchanges3.31%
- 🇩🇰 Copenhagen Stock Exchange0.82%
- 🇳🇱 Euronext Amsterdam0.68%
- 🇩🇪 FRA0.48%
- 🇺🇸 Chicago Board Options Exchange0.43%
- 🇫🇷 Euronext Paris0.24%
- 🇫🇮 Helsinki Stock Exchange0.18%
- 🇮🇹 Borsa Italiana0.14%
- 🇸🇪 Stockholm Stock Exchange0.06%
- 🇺🇸 OTC Markets Stock Exchange0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States48.52%
- 🇬🇧 United Kingdom11.93%
- 🇨🇳 China5.38%
- 🇩🇰 Denmark5.3%
- 🇳🇱 Netherlands0.95%
- 🇹🇼 Taiwan0.72%
- 🇩🇪 Germany0.48%
- 🇨🇭 Switzerland0.33%
- 🇨🇦 Canada0.23%
- 🇫🇷 France0.19%
- 🇫🇮 Finland0.18%
- 🇮🇹 Italy0.14%
- 🇰🇾 Cayman Islands0.14%
- 🇮🇪 Ireland0.08%
- 🇵🇷 Puerto Rico0.08%
- 🇸🇪 Sweden0.06%
- 🇯🇵 Japan0.04%
- 🇸🇬 Singapore0%
- 🇷🇺 Russia0%
- 🇱🇺 Luxembourg0%
Dividends
Dividend Yield
0.79%
18 out of 46 instruments pay dividend.
31 dividend payments in the next 30 days.
Highest Dividend: $NVTKL.L (109.46%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 KO | 0.27% | 2.62% | $1.89 |
 NVO | 0.12% | 2.69% | $0.98 |
 MSFT | 0.1% | 0.86% | $3 |
 RR.L | 0.09% | 0.74% | - |
 CPHequities | 0.08% | 0.98% | - |
 WarrenBuffet-CF | 0.04% | 1.68% | - |
 FrameInvestment | 0.03% | 0.83% | - |
 QuantumComputing | 0.02% | 0.4% | - |
 DroneTech | 0.02% | 0.7% | - |
 GOOG | 0.01% | 0.22% | $0.2 |
 01211.HK | 0.01% | 0.42% | $3.41 |
 BigTech | 0.01% | 0.21% | - |
 META | 0.01% | 0.34% | $1 |
 AI-Revolution | 0% | 0.3% | - |
 PRX.NV | 0% | 0.48% | $0.07 |
 NVDA | 0% | 0.02% | $0.02 |
 NVTKL.L | 0% | 109.46% | - |
 SOLS | 0% | -0.18% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 AAPL (FrameInvestment) | Ex-Dividend | May 11, 2026 | $0.27 |
AAPL (CPHequities) | Ex-Dividend | May 11, 2026 | $0.27 |
AAPL (WarrenBuffet-CF) | Ex-Dividend | May 11, 2026 | $0.27 |
 NUE (WarrenBuffet-CF) | Pay Day | May 11, 2026 | $0.56 |
 SIRI (WarrenBuffet-CF) | Ex-Dividend | May 11, 2026 | $0.27 |
 HXL (DroneTech) | Pay Day | May 11, 2026 | $0.18 |
AAPL (BigTech) | Ex-Dividend | May 11, 2026 | $0.27 |
 V (FrameInvestment) | Ex-Dividend | May 12, 2026 | $0.67 |
V (WarrenBuffet-CF) | Ex-Dividend | May 12, 2026 | $0.67 |
AAPL (FrameInvestment) | Pay Day | May 14, 2026 | $0.27 |
AAPL (CPHequities) | Pay Day | May 14, 2026 | $0.27 |
AAPL (WarrenBuffet-CF) | Pay Day | May 14, 2026 | $0.27 |
 STZ (WarrenBuffet-CF) | Pay Day | May 14, 2026 | $1.03 |
 POOL (WarrenBuffet-CF) | Ex-Dividend | May 14, 2026 | $1.30 |
AAPL (BigTech) | Pay Day | May 14, 2026 | $0.27 |
 LLY (FrameInvestment) | Ex-Dividend | May 15, 2026 | $1.73 |
 CF (CPHequities) | Ex-Dividend | May 15, 2026 | $0.50 |
 RPRX (CPHequities) | Ex-Dividend | May 15, 2026 | $0.23 |
 KR (WarrenBuffet-CF) | Ex-Dividend | May 15, 2026 | $0.35 |
 ALLY (WarrenBuffet-CF) | Pay Day | May 15, 2026 | $0.30 |
 MCO (WarrenBuffet-CF) | Ex-Dividend | May 15, 2026 | $1.03 |
 AON (WarrenBuffet-CF) | Pay Day | May 15, 2026 | $0.82 |
 HON (DroneTech) | Ex-Dividend | May 15, 2026 | $1.19 |
HON (QuantumComputing) | Ex-Dividend | May 15, 2026 | $1.19 |
 ENI.MI (CPHequities) | Ex-Dividend | May 18, 2026 | $0.32 |
 CAT (CPHequities) | Pay Day | May 19, 2026 | $1.51 |
 CVX.US (WarrenBuffet-CF) | Ex-Dividend | May 19, 2026 | $1.78 |
 VRSN (WarrenBuffet-CF) | Ex-Dividend | May 19, 2026 | $0.81 |
CAT (DroneTech) | Pay Day | May 19, 2026 | $1.51 |
 TXN (DroneTech) | Pay Day | May 19, 2026 | $1.42 |
 BWXT (DroneTech) | Ex-Dividend | May 19, 2026 | $0.27 |
TXN (AI-Revolution) | Pay Day | May 19, 2026 | $1.42 |
ENI.MI (CPHequities) | Pay Day | May 20, 2026 | $0.32 |
MSFT | Ex-Dividend | May 21, 2026 | $0.91 |
MSFT (FrameInvestment) | Ex-Dividend | May 21, 2026 | $0.91 |
MSFT (CPHequities) | Ex-Dividend | May 21, 2026 | $0.91 |
MSFT (AI-Revolution) | Ex-Dividend | May 21, 2026 | $0.91 |
 AMAT (AI-Revolution) | Ex-Dividend | May 21, 2026 | $0.53 |
MSFT (QuantumComputing) | Ex-Dividend | May 21, 2026 | $0.91 |
MSFT (BigTech) | Ex-Dividend | May 21, 2026 | $0.91 |
AMAT (BigTech) | Ex-Dividend | May 21, 2026 | $0.53 |
 C (CPHequities) | Pay Day | May 22, 2026 | $0.60 |
 RTX (DroneTech) | Ex-Dividend | May 22, 2026 | $0.73 |
 HWM (DroneTech) | Pay Day | May 26, 2026 | $0.12 |
SOLS | Ex-Dividend | May 27, 2026 | -$0.07 |
 NEM (CPHequities) | Ex-Dividend | May 27, 2026 | $0.26 |
VRSN (WarrenBuffet-CF) | Pay Day | May 27, 2026 | $0.81 |
SIRI (WarrenBuffet-CF) | Pay Day | May 27, 2026 | $0.27 |
POOL (WarrenBuffet-CF) | Pay Day | May 28, 2026 | $1.30 |
CF (CPHequities) | Pay Day | May 29, 2026 | $0.50 |
 ETN (DroneTech) | Pay Day | May 29, 2026 | $1.10 |
V (FrameInvestment) | Pay Day | Jun 1, 2026 | $0.67 |
V (WarrenBuffet-CF) | Pay Day | Jun 1, 2026 | $0.67 |
KR (WarrenBuffet-CF) | Pay Day | Jun 1, 2026 | $0.35 |
RR.L | Pay Day | Jun 3, 2026 | $0.07 |
RR.L (DroneTech) | Pay Day | Jun 3, 2026 | $0.07 |
 BAC (WarrenBuffet-CF) | Ex-Dividend | Jun 5, 2026 | $0.28 |
MCO (WarrenBuffet-CF) | Pay Day | Jun 5, 2026 | $1.03 |
HON (DroneTech) | Pay Day | Jun 5, 2026 | $1.19 |
 PH (DroneTech) | Pay Day | Jun 5, 2026 | $2.00 |
 LHX (DroneTech) | Ex-Dividend | Jun 5, 2026 | $1.25 |
BWXT (DroneTech) | Pay Day | Jun 5, 2026 | $0.27 |
HON (QuantumComputing) | Pay Day | Jun 5, 2026 | $1.19 |
GOOG | Ex-Dividend | Jun 8, 2026 | $0.22 |
GOOG (FrameInvestment) | Ex-Dividend | Jun 8, 2026 | $0.22 |
GOOG (CPHequities) | Ex-Dividend | Jun 8, 2026 | $0.22 |
 GOOGL (WarrenBuffet-CF) | Ex-Dividend | Jun 8, 2026 | $0.22 |
GOOGL (AI-Revolution) | Ex-Dividend | Jun 8, 2026 | $0.22 |
GOOGL (QuantumComputing) | Ex-Dividend | Jun 8, 2026 | $0.22 |
GOOGL (BigTech) | Ex-Dividend | Jun 8, 2026 | $0.22 |
SOLS | Pay Day | Jun 10, 2026 | -$0.07 |
LLY (FrameInvestment) | Pay Day | Jun 10, 2026 | $1.73 |
RPRX (CPHequities) | Pay Day | Jun 10, 2026 | $0.23 |
CVX.US (WarrenBuffet-CF) | Pay Day | Jun 10, 2026 | $1.78 |
 OXY (WarrenBuffet-CF) | Ex-Dividend | Jun 10, 2026 | $0.26 |
 IBM (QuantumComputing) | Pay Day | Jun 10, 2026 | $1.69 |
MSFT | Pay Day | Jun 11, 2026 | $0.91 |
01211.HK | Ex-Dividend | Jun 11, 2026 | $0.05 |
MSFT (FrameInvestment) | Pay Day | Jun 11, 2026 | $0.91 |
 TSM (FrameInvestment) | Ex-Dividend | Jun 11, 2026 | $0.95 |
MSFT (CPHequities) | Pay Day | Jun 11, 2026 | $0.91 |
 ORA.PA (CPHequities) | Ex-Dividend | Jun 11, 2026 | $0.53 |
TSM (CPHequities) | Ex-Dividend | Jun 11, 2026 | $0.95 |
RTX (DroneTech) | Pay Day | Jun 11, 2026 | $0.73 |
MSFT (AI-Revolution) | Pay Day | Jun 11, 2026 | $0.91 |
AMAT (AI-Revolution) | Pay Day | Jun 11, 2026 | $0.53 |
TSM (AI-Revolution) | Ex-Dividend | Jun 11, 2026 | $0.95 |
MSFT (QuantumComputing) | Pay Day | Jun 11, 2026 | $0.91 |
MSFT (BigTech) | Pay Day | Jun 11, 2026 | $0.91 |
AMAT (BigTech) | Pay Day | Jun 11, 2026 | $0.53 |
TSM (BigTech) | Ex-Dividend | Jun 11, 2026 | $0.95 |
 TXT (DroneTech) | Ex-Dividend | Jun 12, 2026 | $0.02 |
GOOG | Pay Day | Jun 15, 2026 | $0.22 |
KO | Ex-Dividend | Jun 15, 2026 | $0.53 |
GOOG (FrameInvestment) | Pay Day | Jun 15, 2026 | $0.22 |
GOOG (CPHequities) | Pay Day | Jun 15, 2026 | $0.22 |
ORA.PA (CPHequities) | Pay Day | Jun 15, 2026 | $0.53 |
KO (WarrenBuffet-CF) | Ex-Dividend | Jun 15, 2026 | $0.53 |
 DPZ (WarrenBuffet-CF) | Ex-Dividend | Jun 15, 2026 | $1.99 |
GOOGL (WarrenBuffet-CF) | Pay Day | Jun 15, 2026 | $0.22 |
GOOGL (AI-Revolution) | Pay Day | Jun 15, 2026 | $0.22 |
GOOGL (QuantumComputing) | Pay Day | Jun 15, 2026 | $0.22 |
GOOGL (BigTech) | Pay Day | Jun 15, 2026 | $0.22 |
 VST (FrameInvestment) | Ex-Dividend | Jun 22, 2026 | $0.23 |
NEM (CPHequities) | Pay Day | Jun 22, 2026 | $0.26 |
 LDO.MI (DroneTech) | Ex-Dividend | Jun 22, 2026 | $0.74 |
 STM.US (QuantumComputing) | Ex-Dividend | Jun 23, 2026 | $0.09 |
LDO.MI (DroneTech) | Pay Day | Jun 24, 2026 | $0.74 |
BAC (WarrenBuffet-CF) | Pay Day | Jun 26, 2026 | $0.28 |
LHX (DroneTech) | Pay Day | Jun 26, 2026 | $1.25 |
VST (FrameInvestment) | Pay Day | Jun 30, 2026 | $0.23 |
DPZ (WarrenBuffet-CF) | Pay Day | Jun 30, 2026 | $1.99 |
STM.US (QuantumComputing) | Pay Day | Jun 30, 2026 | $0.09 |
KO | Pay Day | Jul 1, 2026 | $0.53 |
KO (WarrenBuffet-CF) | Pay Day | Jul 1, 2026 | $0.53 |
TXT (DroneTech) | Pay Day | Jul 1, 2026 | $0.02 |
TSM (FrameInvestment) | Pay Day | Jul 9, 2026 | $0.95 |
TSM (CPHequities) | Pay Day | Jul 9, 2026 | $0.95 |
TSM (AI-Revolution) | Pay Day | Jul 9, 2026 | $0.95 |
TSM (BigTech) | Pay Day | Jul 9, 2026 | $0.95 |
OXY (WarrenBuffet-CF) | Pay Day | Jul 15, 2026 | $0.26 |
01211.HK | Pay Day | Jul 31, 2026 | $0.05 |
Performance Metrics
Score 2.4/10
Beta
1.11
1.11
0
0.8
1.2
0
2
Sharpe Ratio
-0.15
-0.15
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.21
-0.21
-1
1
2
3
3
Jensen's Alpha
-12.88
-12.88
-13
0
2
4.5
4.5
Omega Ratio
0.53
0.53
0
1
1.5
2.5
2.5
Treynor Ratio
-0.26
-0.26
-1
0.75
1.25
2
2
Information Ratio
-0.79
-0.79
-1
0.3
0.6
1
1
Calmar Ratio
-0.05
-0.05
-1
0.3
0.6
1
1
Beta
1.11
1.11
0
0.8
1.2
0
2
Sharpe Ratio
-0.15
-0.15
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.21
-0.21
-1
1
2
3
3
Jensen's Alpha
-12.88
-12.88
-13
0
2
4.5
4.5
Omega Ratio
0.53
0.53
0
1
1.5
2.5
2.5
Treynor Ratio
-0.26
-0.26
-1
0.75
1.25
2
2
Information Ratio
-0.79
-0.79
-1
0.3
0.6
1
1
Calmar Ratio
-0.05
-0.05
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
27.19
High:
WBD
94.64WBDLow:
XPEV
-96XPEVDetails
PEG Ratio
90.52
High:
WAT
6,816.53WATLow:XPEV
-119.06XPEVDetails
Price/Book
8.98
High:RR.L
39.62RR.LLow:
SRNE
-0.01SRNEDetails
Price/Sales
10.01
High:NVDA
23.51NVDALow:
ARVLF
-ARVLFDetails
Price/CF
19.02
High:PRX.NV
75.2PRX.NVLow:
TDOC
3.44TDOCDetails
Price/FCF
62.17
High:
03690.HK
387.8103690.HKLow:TDOC
3.54TDOCDetails
P/E Ratio
27.19
High:WBD
94.64WBDLow:XPEV
-96XPEVDetails
PEG Ratio
90.52
High:WAT
6,816.53WATLow:XPEV
-119.06XPEVDetails
Price/Book
8.98
High:RR.L
39.62RR.LLow:SRNE
-0.01SRNEDetails
Price/Sales
10.01
High:NVDA
23.51NVDALow:ARVLF
-ARVLFDetails
Price/CF
19.02
High:PRX.NV
75.2PRX.NVLow:TDOC
3.44TDOCDetails
Price/FCF
62.17
High:03690.HK
387.8103690.HKLow:TDOC
3.54TDOCDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-57.45% | Jul 2021 | - | 59 |
-1.7% | May 2021 | Jun 2021 | 1 |