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+0.8%
This Month
+0.27%
Year To Date
+31.52%
2 Years
+46.62%
5 Years
+51.12%
10 Years
+6.47%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading90.43%
- 💵 Cash9.36%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE38.82%
- 🇺🇸 Nasdaq24.71%
- 🇩🇪 FRA7.79%
- 🇬🇧 LSE5.27%
- 🇳🇱 Euronext Amsterdam4.15%
- 🇫🇷 Euronext Paris3.8%
- 🇪🇸 Bolsa De Madrid1.1%
- 🇭🇰 Hong Kong Exchanges0.95%
- Regular Trading Hours - RTH0.51%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States47.52%
- 🇨🇦 Canada8.98%
- 🇩🇪 Germany7.79%
- 🇫🇷 France5.91%
- 🇬🇧 United Kingdom5.27%
- 🇳🇱 Netherlands4.15%
- 🇮🇱 Israel3.91%
- 🇪🇸 Spain1.1%
- 🇮🇪 Ireland1.02%
- 🇭🇰 Hong Kong0.95%
Dividends
Dividend Yield
1.58%
1 out of 1 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: ingruc (1.75%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 ingruc | 1.58% | 1.75% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 KIE.L (ingruc) | Ex-Dividend | Apr 16, 2026 | $0.04 |
 CALM (ingruc) | Ex-Dividend | Apr 29, 2026 | $0.36 |
 LIGHT.NV (ingruc) | Ex-Dividend | Apr 30, 2026 | $1.87 |
LIGHT.NV (ingruc) | Pay Day | May 11, 2026 | $1.87 |
CALM (ingruc) | Pay Day | May 14, 2026 | $0.36 |
KIE.L (ingruc) | Pay Day | May 22, 2026 | $0.04 |
 TEP.PA (ingruc) | Ex-Dividend | May 26, 2026 | $5.23 |
TEP.PA (ingruc) | Pay Day | May 28, 2026 | $5.23 |
Performance Metrics
Score 5.3/10
Beta
0.28
0.28
0
0.8
1.2
0
2
Sharpe Ratio
0.45
0.45
0
0.5
1
1.5
1.5
Sortino Ratio
0.73
0.73
0
1
2
3
3
Jensen's Alpha
0.89
0.89
-2
0
2
4.5
4.5
Omega Ratio
0.67
0.67
0
1
1.5
2.5
2.5
Treynor Ratio
1.25
1.25
0
0.75
1.25
2
2
Information Ratio
-0.53
-0.53
-1
0.3
0.6
1
1
Calmar Ratio
0.54
0.54
0
0.3
0.6
1
1
Beta
0.28
0.28
0
0.8
1.2
0
2
Sharpe Ratio
0.45
0.45
0
0.5
1
1.5
1.5
Sortino Ratio
0.73
0.73
0
1
2
3
3
Jensen's Alpha
0.89
0.89
-2
0
2
4.5
4.5
Omega Ratio
0.67
0.67
0
1
1.5
2.5
2.5
Treynor Ratio
1.25
1.25
0
0.75
1.25
2
2
Information Ratio
-0.53
-0.53
-1
0.3
0.6
1
1
Calmar Ratio
0.54
0.54
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
N/A
Details
PEG Ratio
N/A
Details
Price/Book
N/A
Details
Price/Sales
N/A
Details
Price/CF
N/A
Details
Price/FCF
N/A
Details
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-12.08% | May 2022 | Nov 2022 | 6 |
-7.22% | Mar 2023 | Jul 2023 | 4 |
-5.16% | Aug 2023 | Dec 2023 | 4 |
-4.59% | Jun 2024 | Sep 2024 | 3 |
-3.34% | Jan 2024 | Mar 2024 | 2 |
-3.05% | Dec 2024 | Feb 2025 | 2 |
-2.92% | Dec 2022 | Jan 2023 | 1 |
-2.9% | Apr 2024 | May 2024 | 1 |
-1.98% | Aug 2019 | Jun 2020 | 10 |
-1.97% | Mar 2026 | - | 2 |
-1.93% | Oct 2024 | Nov 2024 | 1 |
-1.91% | Apr 2025 | May 2025 | 1 |