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-0.05%
Today
-0.05%
This Month
+4.23%
Year To Date
+5.84%
2 Years
+13.04%
5 Years
+4.07%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading75.43%
- 📊 ETFs12.08%
- 🖥️ Technology Services0.29%
- ⛏️ Energy Minerals0.07%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE38.92%
- 🇺🇸 Nasdaq11.42%
- 🇬🇧 LSE10.71%
- 🇩🇪 FRA4.7%
- 🇳🇱 Euronext Amsterdam2.67%
- 🇮🇹 Borsa Italiana2.17%
- 🌍 CFD2.05%
- 🌍 Commodity1.61%
- 🌍 Digital Currency1.5%
- 🇪🇸 Bolsa De Madrid1.17%
- 🇫🇷 Euronext Paris1.16%
- 🇩🇰 Copenhagen Stock Exchange1.06%
- 🇩🇪 Xetra ETFs0.59%
- 🌍 FX0.27%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States27.04%
- 🇬🇧 United Kingdom5.68%
- 🇩🇪 Germany4.7%
- 🇮🇱 Israel3.56%
- 🇧🇷 Brazil3.36%
- 🇳🇱 Netherlands2.39%
- 🇧🇲 Bermuda2.18%
- 🇮🇹 Italy2.17%
- 🇨🇴 Colombia1.54%
- 🇫🇷 France1.16%
- 🇩🇰 Denmark1.06%
- 🇪🇸 Spain1.05%
- 🇨🇦 Canada0.48%
- 🇨🇭 Switzerland0.28%
- 🇱🇺 Luxembourg0.12%
Dividends
Dividend Yield
2.03%
7 out of 7 instruments pay dividend.
10 dividend payments in the next 30 days.
Highest Dividend: AmitKup (3.69%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 RSG (Utilities) | Ex-Dividend | Jul 2, 2025 | $0.58 |
 MU (Aukie2008) | Ex-Dividend | Jul 7, 2025 | $0.12 |
 AGN.NV (Aukie2008) | Pay Day | Jul 7, 2025 | $0.20 |
 EIX (Utilities) | Ex-Dividend | Jul 7, 2025 | $0.83 |
 PLUS.L (AmitKup) | Pay Day | Jul 9, 2025 | $0.40 |
 PCG (Utilities) | Pay Day | Jul 15, 2025 | $0.02 |
 SRE (Utilities) | Pay Day | Jul 15, 2025 | $0.64 |
RSG (Utilities) | Pay Day | Jul 15, 2025 | $0.58 |
 MPW (Aukie2008) | Pay Day | Jul 17, 2025 | $0.08 |
 XEL (Utilities) | Pay Day | Jul 20, 2025 | $0.57 |
 ENEL.MI (Utilities) | Ex-Dividend | Jul 21, 2025 | $0.28 |
MU (Aukie2008) | Pay Day | Jul 22, 2025 | $0.12 |
ENEL.MI (Utilities) | Pay Day | Jul 23, 2025 | $0.28 |
EIX (Utilities) | Pay Day | Jul 31, 2025 | $0.83 |
 NI (Utilities) | Ex-Dividend | Jul 31, 2025 | $0.28 |
 PNW (Utilities) | Ex-Dividend | Aug 1, 2025 | $0.90 |
NI (Utilities) | Pay Day | Aug 20, 2025 | $0.28 |
PNW (Utilities) | Pay Day | Sep 2, 2025 | $0.90 |
 DTE (Utilities) | Ex-Dividend | Sep 15, 2025 | $1.09 |
DTE (Utilities) | Pay Day | Oct 15, 2025 | $1.09 |
Performance Metrics
Score 2.9/10
Beta
0.53
0.53
0
0.8
1.2
0
2
Sharpe Ratio
0.1
0.1
0
0.5
1
1.5
1.5
Sortino Ratio
0.16
0.16
0
1
2
3
3
Jensen's Alpha
-5
-5
-5
0
2
4.5
4.5
Omega Ratio
0.52
0.52
0
1
1.5
2.5
2.5
Treynor Ratio
0.19
0.19
0
0.75
1.25
2
2
Information Ratio
-0.9
-0.9
-1
0.3
0.6
1
1
Calmar Ratio
0.13
0.13
0
0.3
0.6
1
1
Beta
0.53
0.53
0
0.8
1.2
0
2
Sharpe Ratio
0.1
0.1
0
0.5
1
1.5
1.5
Sortino Ratio
0.16
0.16
0
1
2
3
3
Jensen's Alpha
-5
-5
-5
0
2
4.5
4.5
Omega Ratio
0.52
0.52
0
1
1.5
2.5
2.5
Treynor Ratio
0.19
0.19
0
0.75
1.25
2
2
Information Ratio
-0.9
-0.9
-1
0.3
0.6
1
1
Calmar Ratio
0.13
0.13
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
9.89
High:
VTS
28.37VTSLow:
PRX.NV
9.88PRX.NVDetails
PEG Ratio
142.97
High:VTS
725.84VTSLow:PRX.NV
9.64PRX.NVDetails
Price/Book
2.29
High:PRX.NV
2.29PRX.NVLow:VTS
1.34VTSDetails
Price/Sales
19.47
High:PRX.NV
19.64PRX.NVLow:VTS
3.14VTSDetails
Price/CF
55.23
High:PRX.NV
55.9PRX.NVLow:VTS
6.48VTSDetails
Price/FCF
68.48
High:VTS
223.27VTSLow:PRX.NV
68.41PRX.NVDetails
P/E Ratio
9.89
High:VTS
28.37VTSLow:PRX.NV
9.88PRX.NVDetails
PEG Ratio
142.97
High:VTS
725.84VTSLow:PRX.NV
9.64PRX.NVDetails
Price/Book
2.29
High:PRX.NV
2.29PRX.NVLow:VTS
1.34VTSDetails
Price/Sales
19.47
High:PRX.NV
19.64PRX.NVLow:VTS
3.14VTSDetails
Price/CF
55.23
High:PRX.NV
55.9PRX.NVLow:VTS
6.48VTSDetails
Price/FCF
68.48
High:VTS
223.27VTSLow:PRX.NV
68.41PRX.NVDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-25.73% | Jul 2021 | - | 48 |
-4.97% | Sep 2020 | Nov 2020 | 2 |
-1.23% | May 2021 | Jun 2021 | 1 |
-1.2% | Mar 2021 | Apr 2021 | 1 |