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+1.17%
This Month
+15.64%
Year To Date
+63.01%
2 Years
+86.39%
5 Years
+86.39%
10 Years
+23.8%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash14.66%
- 🪙 Cryptocurrencies14.26%
- ⛏️ Energy Minerals13.63%
- 🍞 Consumer Non Durables11.32%
- 🧬 Health Technology10.92%
- 💻 Electronic Technology7.54%
- 🪨 Non Energy Minerals7.07%
- 📊 ETFs5.68%
- 🚗 Consumer Durables4.66%
- 💰 Finance3.11%
- 👥 Copy Trading2.05%
- 💇♀️ Consumer Services1.92%
- 🖥️ Technology Services1.4%
- ⚡ Utilities1.04%
- 📡 Communications0.97%
- 🛍️ Retail Trade0.56%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE40.38%
- 🇺🇸 Nasdaq14.98%
- 🌍 Digital Currency14.26%
- 🇩🇪 FRA8.73%
- 🇩🇪 Xetra ETFs2.7%
- 🇫🇷 Euronext Paris1.5%
- 🇩🇰 Copenhagen Stock Exchange1.11%
- 🇧🇪 Euronext Brussels0.9%
- 🇬🇧 LSE0.84%
- 🇭🇰 Hong Kong Exchanges0.57%
- 🇸🇪 Stockholm Stock Exchange0.07%
- 🇨🇭 SIX0.03%
- 🇳🇱 Euronext Amsterdam0.02%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States40.81%
- 🇩🇪 Germany8.73%
- 🇨🇦 Canada7.13%
- 🇬🇧 United Kingdom2.51%
- 🇫🇷 France1.5%
- 🇨🇳 China1.28%
- 🇩🇰 Denmark1.11%
- 🇧🇷 Brazil1.07%
- 🇧🇪 Belgium0.9%
- 🇮🇱 Israel0.9%
- 🇸🇪 Sweden0.07%
- 🇹🇼 Taiwan0.05%
- 🇺🇾 Uruguay0.04%
- 🇨🇭 Switzerland0.03%
- 🇸🇬 Singapore0.02%
- 🇰🇾 Cayman Islands0.01%
- 🇦🇷 Argentina0.01%
- 🇳🇱 Netherlands0.01%
Dividends
Dividend Yield
1.96%
36 out of 56 instruments pay dividend.
20 dividend payments in the next 30 days.
Highest Dividend: $AFCG (22.69%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 ARR | 0.34% | 18.28% | $3.84 |
 PBR | 0.16% | 15.13% | $1.73 |
 IUS7.DE | 0.15% | 5.47% | - |
 OXY | 0.11% | 2.07% | $0.8 |
 PFE | 0.1% | 6.92% | $1.66 |
 BTI | 0.09% | 5.39% | $2.92 |
 BIL | 0.09% | 4.58% | - |
 VOW3.DE | 0.09% | 6.37% | $9.06 |
 LMT | 0.08% | 2.86% | $12.45 |
 OVV | 0.07% | 2.93% | $1.2 |
 ARCC | 0.07% | 8.58% | $1.62 |
 FNTN.DE | 0.07% | 6.84% | $1.77 |
 NKE | 0.06% | 2.17% | $1.45 |
 PR | 0.05% | 4.34% | $0.21 |
 KHC | 0.05% | 5.89% | $1.6 |
 BN.PA | 0.04% | 2.87% | $2.1 |
 EOAN.DE | 0.04% | 3.64% | $0.53 |
 NOVO-B.CO | 0.04% | 3.33% | $9.4 |
 HRL | 0.03% | 4.51% | $1.12 |
 AFCG | 0.03% | 22.69% | $1.92 |
 NOC | 0.03% | 1.51% | $7.67 |
 MUX.DE | 0.02% | 6.78% | $2 |
 EL | 0.02% | 1.57% | $2.64 |
 Private-Equity | 0.02% | 2.19% | - |
 DPZ | 0.02% | 1.46% | $5.44 |
 PUM.DE | 0.01% | 3.07% | $0.82 |
 BA.L | 0.01% | 1.92% | $0.3 |
 AMR | 0.01% | 0.38% | $1.94 |
 PG | 0.01% | 2.59% | $3.83 |
 ABI.BR | 0.01% | 1.37% | $0.57 |
 EIN.DE | 0.01% | 1.9% | - |
 BAYN.DE | 0.01% | 0.39% | $0.11 |
 NGVC | 0.01% | 1.25% | $0.4 |
 HAG.DE | 0.01% | 0.56% | $0.4 |
 StanleyDruck13F | 0.01% | 0.53% | - |
 9992.HK | 0% | 0.29% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
OXY | Ex-Dividend | Sep 10, 2025 | $0.24 |
 LLY (StanleyDruck13F) | Pay Day | Sep 10, 2025 | $1.50 |
 MSFT (StanleyDruck13F) | Pay Day | Sep 11, 2025 | $0.83 |
DPZ | Ex-Dividend | Sep 15, 2025 | $1.74 |
OVV | Ex-Dividend | Sep 15, 2025 | $0.30 |
ARCC | Ex-Dividend | Sep 15, 2025 | $0.48 |
ARR | Ex-Dividend | Sep 15, 2025 | $0.24 |
 STEP (Private-Equity) | Pay Day | Sep 15, 2025 | $0.28 |
EL | Pay Day | Sep 16, 2025 | $0.35 |
PR | Ex-Dividend | Sep 16, 2025 | $0.15 |
 TSM (StanleyDruck13F) | Ex-Dividend | Sep 16, 2025 | $0.82 |
 BCS (StanleyDruck13F) | Pay Day | Sep 16, 2025 | $0.16 |
 ARES (Private-Equity) | Ex-Dividend | Sep 16, 2025 | $1.12 |
NOC | Pay Day | Sep 17, 2025 | $2.31 |
 HLNE (Private-Equity) | Ex-Dividend | Sep 19, 2025 | $0.54 |
 AVGO (StanleyDruck13F) | Ex-Dividend | Sep 22, 2025 | $0.59 |
 QSR (StanleyDruck13F) | Ex-Dividend | Sep 23, 2025 | $0.62 |
LMT | Pay Day | Sep 26, 2025 | $3.30 |
KHC | Pay Day | Sep 26, 2025 | $0.40 |
 BAC (StanleyDruck13F) | Pay Day | Sep 26, 2025 | $0.28 |
PBR | Pay Day | Sep 29, 2025 | $0.11 |
OVV | Pay Day | Sep 29, 2025 | $0.30 |
ARR | Pay Day | Sep 29, 2025 | $0.24 |
 GS (StanleyDruck13F) | Pay Day | Sep 29, 2025 | $4.00 |
 GLW (StanleyDruck13F) | Pay Day | Sep 29, 2025 | $0.28 |
DPZ | Pay Day | Sep 30, 2025 | $1.74 |
PR | Pay Day | Sep 30, 2025 | $0.15 |
ARCC | Pay Day | Sep 30, 2025 | $0.48 |
AVGO (StanleyDruck13F) | Pay Day | Sep 30, 2025 | $0.59 |
 DBRG (Private-Equity) | Ex-Dividend | Sep 30, 2025 | $0.01 |
ARES (Private-Equity) | Pay Day | Sep 30, 2025 | $1.12 |
NKE | Pay Day | Oct 1, 2025 | $0.40 |
BTI | Ex-Dividend | Oct 3, 2025 | $0.75 |
HLNE (Private-Equity) | Pay Day | Oct 6, 2025 | $0.54 |
QSR (StanleyDruck13F) | Pay Day | Oct 7, 2025 | $0.62 |
TSM (StanleyDruck13F) | Pay Day | Oct 9, 2025 | $0.82 |
OXY | Pay Day | Oct 15, 2025 | $0.24 |
DBRG (Private-Equity) | Pay Day | Oct 15, 2025 | $0.01 |
BTI | Pay Day | Nov 13, 2025 | $0.75 |
 EQT.ST (Private-Equity) | Ex-Dividend | Nov 28, 2025 | $0.22 |
EQT.ST (Private-Equity) | Pay Day | Dec 4, 2025 | $0.22 |
Performance Metrics
Score 5.8/10
Beta
1.34
1.34
0
0.8
1.2
0
2
Sharpe Ratio
0.79
0.79
0
0.5
1
1.5
1.5
Sortino Ratio
1.45
1.45
0
1
2
3
3
Jensen's Alpha
0.28
0.28
-2
0
2
4.5
4.5
Omega Ratio
1.21
1.21
0
1
1.5
2.5
2.5
Treynor Ratio
1.25
1.25
0
0.75
1.25
2
2
Information Ratio
0.28
0.28
0
0.3
0.6
1
1
Calmar Ratio
1.24
1.24
0
0.3
0.6
2
2
Beta
1.34
1.34
0
0.8
1.2
0
2
Sharpe Ratio
0.79
0.79
0
0.5
1
1.5
1.5
Sortino Ratio
1.45
1.45
0
1
2
3
3
Jensen's Alpha
0.28
0.28
-2
0
2
4.5
4.5
Omega Ratio
1.21
1.21
0
1
1.5
2.5
2.5
Treynor Ratio
1.25
1.25
0
0.75
1.25
2
2
Information Ratio
0.28
0.28
0
0.3
0.6
1
1
Calmar Ratio
1.24
1.24
0
0.3
0.6
2
2
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
40.88
High:
TSLA
196.04TSLALow:
TEVA
-127.8TEVADetails
PEG Ratio
46.18
High:
DPZ
470.23DPZLow:TEVA
-198.53TEVADetails
Price/Book
3.73
High:
9992.HK
26.769992.HKLow:
NIO
-76.32NIODetails
Price/Sales
2.43
High:
MDGL
18.57MDGLLow:
RVMD
-RVMDDetails
Price/CF
14.83
High:TSLA
70.91TSLALow:
PBR
2.37PBRDetails
Price/FCF
58.66
High:
NOC
972.93NOCLow:
OVV
7.17OVVDetails
P/E Ratio
40.88
High:TSLA
196.04TSLALow:TEVA
-127.8TEVADetails
PEG Ratio
46.18
High:DPZ
470.23DPZLow:TEVA
-198.53TEVADetails
Price/Book
3.73
High:9992.HK
26.769992.HKLow:NIO
-76.32NIODetails
Price/Sales
2.43
High:MDGL
18.57MDGLLow:RVMD
-RVMDDetails
Price/CF
14.83
High:TSLA
70.91TSLALow:PBR
2.37PBRDetails
Price/FCF
58.66
High:NOC
972.93NOCLow:OVV
7.17OVVDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-19.37% | Dec 2024 | Aug 2025 | 8 |
-13.32% | Aug 2023 | Feb 2024 | 6 |
-10.97% | Dec 2022 | Jan 2023 | 1 |
-9.89% | Apr 2024 | Nov 2024 | 7 |
-8.22% | Apr 2023 | Jul 2023 | 3 |