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+0.35%
This Month
+13.77%
Year To Date
+39.11%
2 Years
+47.25%
5 Years
+149.11%
10 Years
+17.76%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading56.05%
- 📊 ETFs17.5%
- 🧬 Health Technology16.8%
- 💵 Cash10.4%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE41.39%
- 🇬🇧 LSE28.15%
- 🇩🇪 Xetra ETFs3.86%
- 🇺🇸 Nasdaq3.09%
- 🇮🇹 Borsa Italiana1.12%
- 🇩🇪 FRA0.72%
- 🇫🇷 Euronext Paris0.71%
- 🇳🇱 Euronext Amsterdam0.51%
- 🇭🇰 Hong Kong Exchanges0.42%
- 🌍 Digital Currency0.3%
- 🇨🇭 SIX0.21%
- 🇳🇴 Oslo Stock Exchange0.21%
- 🌍 Commodity0.14%
- 🇦🇺 Sydney0.09%
- 🇩🇰 Copenhagen Stock Exchange0.06%
- 🇪🇸 Bolsa De Madrid0%
- Abu Dhabi0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States25.16%
- 🇬🇧 United Kingdom2.28%
- 🇩🇪 Germany0.72%
- 🇫🇷 France0.69%
- 🇨🇳 China0.62%
- 🇳🇱 Netherlands0.57%
- 🇮🇹 Italy0.55%
- 🇱🇺 Luxembourg0.55%
- 🇨🇭 Switzerland0.22%
- 🇳🇴 Norway0.21%
- 🇸🇬 Singapore0.16%
- 🇦🇺 Australia0.09%
- 🇩🇰 Denmark0.06%
- 🇨🇿 Czech Republic0.02%
- 🇪🇸 Spain0%
Dividends
Dividend Yield
1.46%
2 out of 5 instruments pay dividend.
21 dividend payments in the next 30 days.
Highest Dividend: $PFE (6.06%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 PFE | 1.02% | 6.06% | $1.66 |
 GainersQtr | 0.44% | 1.42% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 EIX (GainersQtr) | Ex-Dividend | Apr 7, 2026 | $0.88 |
 ORCL (GainersQtr) | Ex-Dividend | Apr 9, 2026 | $0.50 |
 JD.US (GainersQtr) | Ex-Dividend | Apr 9, 2026 | $1.00 |
 CNA.L (GainersQtr) | Ex-Dividend | Apr 9, 2026 | $0.05 |
 RKT.L (GainersQtr) | Ex-Dividend | Apr 9, 2026 | $1.70 |
 CSL.ASX (GainersQtr) | Pay Day | Apr 9, 2026 | $1.30 |
 VZ (GainersQtr) | Ex-Dividend | Apr 10, 2026 | $0.71 |
 MRVL (GainersQtr) | Ex-Dividend | Apr 10, 2026 | $0.06 |
 MDLZ (GainersQtr) | Pay Day | Apr 14, 2026 | $0.50 |
 PCG (GainersQtr) | Pay Day | Apr 15, 2026 | $0.05 |
 SRE (GainersQtr) | Pay Day | Apr 15, 2026 | $0.66 |
 RSG (GainersQtr) | Pay Day | Apr 15, 2026 | $0.63 |
 DTE (GainersQtr) | Pay Day | Apr 15, 2026 | $1.17 |
 O (GainersQtr) | Pay Day | Apr 15, 2026 | $0.27 |
 EOG (GainersQtr) | Ex-Dividend | Apr 16, 2026 | $1.02 |
 DGE.L (GainersQtr) | Ex-Dividend | Apr 16, 2026 | $0.20 |
 GAW.L (GainersQtr) | Ex-Dividend | Apr 16, 2026 | $1.48 |
 LMP.L (GainersQtr) | Pay Day | Apr 17, 2026 | $0.04 |
 XEL (GainersQtr) | Pay Day | Apr 20, 2026 | $0.59 |
 CSCO (GainersQtr) | Pay Day | Apr 22, 2026 | $0.42 |
 CMCSA (GainersQtr) | Pay Day | Apr 22, 2026 | $0.33 |
 RR.L (GainersQtr) | Ex-Dividend | Apr 23, 2026 | $0.07 |
 BA.L (GainersQtr) | Ex-Dividend | Apr 23, 2026 | $0.31 |
ORCL (GainersQtr) | Pay Day | Apr 24, 2026 | $0.50 |
 MC.PA (GainersQtr) | Ex-Dividend | Apr 28, 2026 | $8.60 |
JD.US (GainersQtr) | Pay Day | Apr 29, 2026 | $1.00 |
MC.PA (GainersQtr) | Pay Day | Apr 30, 2026 | $8.60 |
EOG (GainersQtr) | Pay Day | Apr 30, 2026 | $1.02 |
 MO (GainersQtr) | Pay Day | Apr 30, 2026 | $1.06 |
EIX (GainersQtr) | Pay Day | Apr 30, 2026 | $0.88 |
 NI (GainersQtr) | Ex-Dividend | Apr 30, 2026 | $0.30 |
 HSBA.L (GainersQtr) | Pay Day | Apr 30, 2026 | $0.45 |
 GRG.L (GainersQtr) | Ex-Dividend | Apr 30, 2026 | $0.67 |
MRVL (GainersQtr) | Pay Day | Apr 30, 2026 | $0.06 |
VZ (GainersQtr) | Pay Day | May 1, 2026 | $0.71 |
 BMY (GainersQtr) | Pay Day | May 1, 2026 | $0.63 |
 SAN.PA (GainersQtr) | Ex-Dividend | May 5, 2026 | $4.84 |
 NWG.L (GainersQtr) | Pay Day | May 5, 2026 | $0.31 |
 SAP.DE (GainersQtr) | Ex-Dividend | May 6, 2026 | $2.95 |
SAN.PA (GainersQtr) | Pay Day | May 7, 2026 | $4.84 |
 FE (GainersQtr) | Ex-Dividend | May 7, 2026 | $0.47 |
SAP.DE (GainersQtr) | Pay Day | May 8, 2026 | $2.95 |
 RNO.PA (GainersQtr) | Ex-Dividend | May 8, 2026 | $2.60 |
 PHP.L (GainersQtr) | Pay Day | May 8, 2026 | $0.02 |
RNO.PA (GainersQtr) | Pay Day | May 12, 2026 | $2.60 |
CNA.L (GainersQtr) | Pay Day | May 14, 2026 | $0.05 |
 0700.HK (GainersQtr) | Ex-Dividend | May 15, 2026 | $0.68 |
 AI.PA (GainersQtr) | Ex-Dividend | May 18, 2026 | $4.35 |
 ISP.MI (GainersQtr) | Ex-Dividend | May 18, 2026 | $2.25 |
 TEN.MI (GainersQtr) | Ex-Dividend | May 18, 2026 | $0.60 |
 WBD.MI (GainersQtr) | Ex-Dividend | May 18, 2026 | $0.09 |
AI.PA (GainersQtr) | Pay Day | May 20, 2026 | $4.35 |
ISP.MI (GainersQtr) | Pay Day | May 20, 2026 | $2.25 |
TEN.MI (GainersQtr) | Pay Day | May 20, 2026 | $0.60 |
NI (GainersQtr) | Pay Day | May 20, 2026 | $0.30 |
WBD.MI (GainersQtr) | Pay Day | May 20, 2026 | $0.09 |
 MSFT (GainersQtr) | Ex-Dividend | May 21, 2026 | $0.91 |
GAW.L (GainersQtr) | Pay Day | May 27, 2026 | $1.48 |
GRG.L (GainersQtr) | Pay Day | May 29, 2026 | $0.67 |
FE (GainersQtr) | Pay Day | Jun 1, 2026 | $0.47 |
0700.HK (GainersQtr) | Pay Day | Jun 1, 2026 | $0.68 |
RR.L (GainersQtr) | Pay Day | Jun 3, 2026 | $0.07 |
DGE.L (GainersQtr) | Pay Day | Jun 4, 2026 | $0.20 |
BA.L (GainersQtr) | Pay Day | Jun 4, 2026 | $0.31 |
MSFT (GainersQtr) | Pay Day | Jun 11, 2026 | $0.91 |
RKT.L (GainersQtr) | Pay Day | Jun 12, 2026 | $1.70 |
 G24.DE (GainersQtr) | Ex-Dividend | Jun 18, 2026 | $1.73 |
 SRG.MI (GainersQtr) | Ex-Dividend | Jun 22, 2026 | $0.21 |
G24.DE (GainersQtr) | Pay Day | Jun 22, 2026 | $1.73 |
 STMPA.PA (GainersQtr) | Ex-Dividend | Jun 22, 2026 | $0.09 |
SRG.MI (GainersQtr) | Pay Day | Jun 24, 2026 | $0.21 |
 01093.HK (GainersQtr) | Ex-Dividend | Jun 24, 2026 | $0.02 |
STMPA.PA (GainersQtr) | Pay Day | Jun 24, 2026 | $0.09 |
 RED.MC (GainersQtr) | Ex-Dividend | Jun 29, 2026 | $0.70 |
 2628.HK (GainersQtr) | Ex-Dividend | Jun 30, 2026 | $0.09 |
RED.MC (GainersQtr) | Pay Day | Jul 1, 2026 | $0.70 |
01093.HK (GainersQtr) | Pay Day | Jul 15, 2026 | $0.02 |
2628.HK (GainersQtr) | Pay Day | Aug 20, 2026 | $0.09 |
Performance Metrics
Score 6.3/10
Beta
0.88
0.88
0
0.8
1.2
0
2
Sharpe Ratio
0.65
0.65
0
0.5
1
1.5
1.5
Sortino Ratio
1.39
1.39
0
1
2
3
3
Jensen's Alpha
4.61
4.61
-2
0
2
5
5
Omega Ratio
1.14
1.14
0
1
1.5
2.5
2.5
Treynor Ratio
1.43
1.43
0
0.75
1.25
2
2
Information Ratio
0.16
0.16
0
0.3
0.6
1
1
Calmar Ratio
0.47
0.47
0
0.3
0.6
1
1
Beta
0.88
0.88
0
0.8
1.2
0
2
Sharpe Ratio
0.65
0.65
0
0.5
1
1.5
1.5
Sortino Ratio
1.39
1.39
0
1
2
3
3
Jensen's Alpha
4.61
4.61
-2
0
2
5
5
Omega Ratio
1.14
1.14
0
1
1.5
2.5
2.5
Treynor Ratio
1.43
1.43
0
0.75
1.25
2
2
Information Ratio
0.16
0.16
0
0.3
0.6
1
1
Calmar Ratio
0.47
0.47
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
21.07
High:PFE
21.07PFELow:PFE
21.07PFEDetails
PEG Ratio
N/A
Details
Price/Book
1.88
High:PFE
1.88PFELow:PFE
1.88PFEDetails
Price/Sales
2.59
High:PFE
2.59PFELow:PFE
2.59PFEDetails
Price/CF
12.1
High:PFE
12.1PFELow:PFE
12.1PFEDetails
Price/FCF
202.63
High:PFE
202.63PFELow:PFE
202.63PFEDetails
P/E Ratio
21.07
High:PFE
21.07PFELow:PFE
21.07PFEDetails
PEG Ratio
N/A
Details
Price/Book
1.88
High:PFE
1.88PFELow:PFE
1.88PFEDetails
Price/Sales
2.59
High:PFE
2.59PFELow:PFE
2.59PFEDetails
Price/CF
12.1
High:PFE
12.1PFELow:PFE
12.1PFEDetails
Price/FCF
202.63
High:PFE
202.63PFELow:PFE
202.63PFEDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-35.56% | Nov 2021 | Jul 2024 | 32 |
-9.6% | Mar 2021 | Oct 2021 | 7 |
-5.47% | Sep 2020 | Nov 2020 | 2 |
-1.6% | Aug 2024 | Sep 2024 | 1 |
-1.38% | Nov 2024 | Jan 2025 | 2 |