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-0.41%
Today
+7.91%
This Month
+0.15%
Year To Date
+43.92%
2 Years
+41.95%
5 Years
+7.79%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading78.33%
- 📊 ETFs9.57%
- 💵 Cash2.9%
- ⚡ Utilities2.71%
- 🪙 Cryptocurrencies2.7%
- 🚚 Transportation0.09%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE41.82%
- 🇺🇸 Nasdaq38.13%
- 🇬🇧 LSE5.28%
- 🇫🇷 Euronext Paris2.83%
- 🌍 Digital Currency2.7%
- 🇭🇰 Hong Kong Exchanges1.38%
- 🇩🇪 FRA0.2%
- 🇳🇱 Euronext Amsterdam0.2%
- 🇸🇪 Stockholm Stock Exchange0.13%
- 🇨🇭 SIX0.11%
- 🇳🇴 Oslo Stock Exchange0.09%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States59.16%
- 🇮🇳 India4.19%
- 🇨🇳 China3.77%
- 🇫🇷 France2.83%
- 🇹🇼 Taiwan1.26%
- 🇮🇱 Israel1.23%
- 🇬🇧 United Kingdom0.9%
- 🇸🇬 Singapore0.89%
- 🇺🇾 Uruguay0.76%
- 🇮🇪 Ireland0.75%
- 🇨🇭 Switzerland0.73%
- 🇱🇺 Luxembourg0.61%
- 🇳🇱 Netherlands0.58%
- 🇯🇵 Japan0.55%
- 🇨🇦 Canada0.55%
- 🇵🇰 Pakistan0.54%
- 🇦🇷 Argentina0.44%
- 🇰🇷 South Korea0.25%
- 🇩🇪 Germany0.2%
- 🇭🇰 Hong Kong0.14%
- 🇸🇪 Sweden0.13%
- 🇳🇴 Norway0.09%
- 🇩🇰 Denmark0.08%
Dividends
Dividend Yield
1.31%
11 out of 13 instruments pay dividend.
53 dividend payments in the next 30 days.
Highest Dividend: ARK-FutureFirst (6.42%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 ARK-FutureFirst | 0.31% | 6.42% | - |
 WarrenBuffet-CF | 0.27% | 1.75% | - |
 DividendGrowth | 0.25% | 2.63% | - |
 VIE.PA | 0.13% | 4.68% | $1.25 |
 SPY | 0.12% | 1.29% | - |
 InTheGame | 0.06% | 0.45% | - |
 StanleyDruck13F | 0.06% | 0.57% | - |
 Driverless | 0.05% | 0.99% | - |
 Chip-Tech | 0.03% | 0.72% | - |
 AI-Revolution | 0.02% | 0.24% | - |
 GigEconomy | 0.01% | 0.28% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 NTES (InTheGame) | Ex-Dividend | May 30, 2025 | $0.68 |
 0700.HK (InTheGame) | Pay Day | May 30, 2025 | $0.58 |
 KHC (WarrenBuffet-CF) | Ex-Dividend | May 30, 2025 | $0.40 |
 EBAY (GigEconomy) | Ex-Dividend | May 30, 2025 | $0.29 |
 TGT (DividendGrowth) | Pay Day | Jun 1, 2025 | $1.12 |
 KR (WarrenBuffet-CF) | Pay Day | Jun 1, 2025 | $0.32 |
 F (Driverless) | Pay Day | Jun 2, 2025 | $0.15 |
 BWA (Driverless) | Ex-Dividend | Jun 2, 2025 | $0.11 |
 MCD (DividendGrowth) | Ex-Dividend | Jun 2, 2025 | $1.77 |
 NKE (DividendGrowth) | Ex-Dividend | Jun 2, 2025 | $0.40 |
 LMT (DividendGrowth) | Ex-Dividend | Jun 2, 2025 | $3.30 |
 NOC (DividendGrowth) | Ex-Dividend | Jun 2, 2025 | $2.31 |
 NEE (DividendGrowth) | Ex-Dividend | Jun 2, 2025 | $0.57 |
 CHD (DividendGrowth) | Pay Day | Jun 2, 2025 | $0.30 |
 V (WarrenBuffet-CF) | Pay Day | Jun 2, 2025 | $0.59 |
 MAN (GigEconomy) | Ex-Dividend | Jun 2, 2025 | $0.72 |
 EQT (StanleyDruck13F) | Pay Day | Jun 2, 2025 | $0.16 |
 LHX (DividendGrowth) | Ex-Dividend | Jun 3, 2025 | $1.20 |
 DAL (StanleyDruck13F) | Pay Day | Jun 3, 2025 | $0.15 |
 ADI (Chip-Tech) | Ex-Dividend | Jun 4, 2025 | $0.99 |
 WDC (InTheGame) | Ex-Dividend | Jun 4, 2025 | $0.10 |
ADI (Driverless) | Ex-Dividend | Jun 4, 2025 | $0.99 |
 LIN (DividendGrowth) | Ex-Dividend | Jun 4, 2025 | $1.50 |
ADI (DividendGrowth) | Ex-Dividend | Jun 4, 2025 | $0.99 |
 EXE (StanleyDruck13F) | Pay Day | Jun 4, 2025 | $0.57 |
 QCOM (Chip-Tech) | Ex-Dividend | Jun 5, 2025 | $0.89 |
 MCHP (Chip-Tech) | Pay Day | Jun 5, 2025 | $0.46 |
QCOM (InTheGame) | Ex-Dividend | Jun 5, 2025 | $0.89 |
QCOM (Driverless) | Ex-Dividend | Jun 5, 2025 | $0.89 |
 COF (WarrenBuffet-CF) | Pay Day | Jun 5, 2025 | $0.60 |
COF (StanleyDruck13F) | Pay Day | Jun 5, 2025 | $0.60 |
 WWD (StanleyDruck13F) | Pay Day | Jun 5, 2025 | $0.28 |
 GM (Driverless) | Ex-Dividend | Jun 6, 2025 | $0.15 |
 PEP (DividendGrowth) | Ex-Dividend | Jun 6, 2025 | $1.42 |
 KMB (DividendGrowth) | Ex-Dividend | Jun 6, 2025 | $1.26 |
 SHW (DividendGrowth) | Pay Day | Jun 6, 2025 | $0.79 |
 BAC (WarrenBuffet-CF) | Ex-Dividend | Jun 6, 2025 | $0.26 |
 MCO (WarrenBuffet-CF) | Pay Day | Jun 6, 2025 | $0.94 |
 BKNG (GigEconomy) | Ex-Dividend | Jun 6, 2025 | $9.60 |
 GOOGL (InTheGame) | Ex-Dividend | Jun 9, 2025 | $0.21 |
 BDX (DividendGrowth) | Ex-Dividend | Jun 9, 2025 | $1.04 |
 ATO (DividendGrowth) | Pay Day | Jun 9, 2025 | $0.87 |
GOOGL (AI-Revolution) | Ex-Dividend | Jun 9, 2025 | $0.21 |
 CVX (DividendGrowth) | Pay Day | Jun 10, 2025 | $1.71 |
 JNJ (DividendGrowth) | Pay Day | Jun 10, 2025 | $1.30 |
CVX (WarrenBuffet-CF) | Pay Day | Jun 10, 2025 | $1.71 |
 OXY (WarrenBuffet-CF) | Ex-Dividend | Jun 10, 2025 | $0.24 |
 LLY (StanleyDruck13F) | Pay Day | Jun 10, 2025 | $1.50 |
 WAB (StanleyDruck13F) | Pay Day | Jun 10, 2025 | $0.25 |
 00175.HK (Driverless) | Ex-Dividend | Jun 11, 2025 | $0.04 |
 SPGI (DividendGrowth) | Pay Day | Jun 11, 2025 | $0.96 |
 AMAT (Chip-Tech) | Pay Day | Jun 12, 2025 | $0.46 |
 TSM (Chip-Tech) | Ex-Dividend | Jun 12, 2025 | $0.68 |
 MSFT (InTheGame) | Pay Day | Jun 12, 2025 | $0.83 |
TSM (InTheGame) | Ex-Dividend | Jun 12, 2025 | $0.68 |
 HMC (Driverless) | Pay Day | Jun 12, 2025 | $0.70 |
MSFT (DividendGrowth) | Pay Day | Jun 12, 2025 | $0.83 |
MSFT (AI-Revolution) | Pay Day | Jun 12, 2025 | $0.83 |
 BABA (AI-Revolution) | Ex-Dividend | Jun 12, 2025 | $0.95 |
TSM (AI-Revolution) | Ex-Dividend | Jun 12, 2025 | $0.68 |
BABA (GigEconomy) | Ex-Dividend | Jun 12, 2025 | $0.95 |
TSM (StanleyDruck13F) | Ex-Dividend | Jun 12, 2025 | $0.68 |
 TER (Chip-Tech) | Pay Day | Jun 13, 2025 | $0.12 |
NTES (InTheGame) | Pay Day | Jun 13, 2025 | $0.68 |
 KO (DividendGrowth) | Ex-Dividend | Jun 13, 2025 | $0.51 |
 ADP (DividendGrowth) | Ex-Dividend | Jun 13, 2025 | $1.54 |
 XEL (DividendGrowth) | Ex-Dividend | Jun 13, 2025 | $0.57 |
KO (WarrenBuffet-CF) | Ex-Dividend | Jun 13, 2025 | $0.51 |
 CB (WarrenBuffet-CF) | Ex-Dividend | Jun 13, 2025 | $0.97 |
 DPZ (WarrenBuffet-CF) | Ex-Dividend | Jun 13, 2025 | $1.74 |
EBAY (GigEconomy) | Pay Day | Jun 13, 2025 | $0.29 |
GOOGL (InTheGame) | Pay Day | Jun 16, 2025 | $0.21 |
BWA (Driverless) | Pay Day | Jun 16, 2025 | $0.11 |
MCD (DividendGrowth) | Pay Day | Jun 16, 2025 | $1.77 |
NEE (DividendGrowth) | Pay Day | Jun 16, 2025 | $0.57 |
GOOGL (AI-Revolution) | Pay Day | Jun 16, 2025 | $0.21 |
MAN (GigEconomy) | Pay Day | Jun 16, 2025 | $0.72 |
 TECK (StanleyDruck13F) | Ex-Dividend | Jun 16, 2025 | $0.09 |
 SWKS (Chip-Tech) | Pay Day | Jun 17, 2025 | $0.70 |
ADI (Chip-Tech) | Pay Day | Jun 18, 2025 | $0.99 |
 EA (InTheGame) | Pay Day | Jun 18, 2025 | $0.19 |
WDC (InTheGame) | Pay Day | Jun 18, 2025 | $0.10 |
ADI (Driverless) | Pay Day | Jun 18, 2025 | $0.99 |
NOC (DividendGrowth) | Pay Day | Jun 18, 2025 | $2.31 |
LHX (DividendGrowth) | Pay Day | Jun 18, 2025 | $1.20 |
LIN (DividendGrowth) | Pay Day | Jun 18, 2025 | $1.50 |
ADI (DividendGrowth) | Pay Day | Jun 18, 2025 | $0.99 |
GM (Driverless) | Pay Day | Jun 19, 2025 | $0.15 |
 EVRG (DividendGrowth) | Pay Day | Jun 20, 2025 | $0.67 |
 JOYY (InTheGame) | Ex-Dividend | Jun 23, 2025 | $0.94 |
QCOM (Chip-Tech) | Pay Day | Jun 26, 2025 | $0.89 |
QCOM (InTheGame) | Pay Day | Jun 26, 2025 | $0.89 |
QCOM (Driverless) | Pay Day | Jun 26, 2025 | $0.89 |
LMT (DividendGrowth) | Pay Day | Jun 27, 2025 | $3.30 |
 ELS (DividendGrowth) | Ex-Dividend | Jun 27, 2025 | $0.52 |
BAC (WarrenBuffet-CF) | Pay Day | Jun 27, 2025 | $0.26 |
KHC (WarrenBuffet-CF) | Pay Day | Jun 27, 2025 | $0.40 |
PEP (DividendGrowth) | Pay Day | Jun 30, 2025 | $1.42 |
BDX (DividendGrowth) | Pay Day | Jun 30, 2025 | $1.04 |
 ES (DividendGrowth) | Pay Day | Jun 30, 2025 | $0.75 |
DPZ (WarrenBuffet-CF) | Pay Day | Jun 30, 2025 | $1.74 |
BKNG (GigEconomy) | Pay Day | Jun 30, 2025 | $9.60 |
TECK (StanleyDruck13F) | Pay Day | Jun 30, 2025 | $0.09 |
KO (DividendGrowth) | Pay Day | Jul 1, 2025 | $0.51 |
NKE (DividendGrowth) | Pay Day | Jul 1, 2025 | $0.40 |
ADP (DividendGrowth) | Pay Day | Jul 1, 2025 | $1.54 |
 APD (DividendGrowth) | Ex-Dividend | Jul 1, 2025 | $1.79 |
KO (WarrenBuffet-CF) | Pay Day | Jul 1, 2025 | $0.51 |
KMB (DividendGrowth) | Pay Day | Jul 2, 2025 | $1.26 |
 RSG (DividendGrowth) | Ex-Dividend | Jul 2, 2025 | $0.58 |
JOYY (InTheGame) | Pay Day | Jul 3, 2025 | $0.94 |
 SYY (DividendGrowth) | Ex-Dividend | Jul 3, 2025 | $0.54 |
CB (WarrenBuffet-CF) | Pay Day | Jul 3, 2025 | $0.97 |
TSM (Chip-Tech) | Pay Day | Jul 10, 2025 | $0.68 |
TSM (InTheGame) | Pay Day | Jul 10, 2025 | $0.68 |
BABA (AI-Revolution) | Pay Day | Jul 10, 2025 | $0.95 |
TSM (AI-Revolution) | Pay Day | Jul 10, 2025 | $0.68 |
BABA (GigEconomy) | Pay Day | Jul 10, 2025 | $0.95 |
TSM (StanleyDruck13F) | Pay Day | Jul 10, 2025 | $0.68 |
ELS (DividendGrowth) | Pay Day | Jul 11, 2025 | $0.52 |
RSG (DividendGrowth) | Pay Day | Jul 15, 2025 | $0.58 |
OXY (WarrenBuffet-CF) | Pay Day | Jul 15, 2025 | $0.24 |
XEL (DividendGrowth) | Pay Day | Jul 20, 2025 | $0.57 |
00175.HK (Driverless) | Pay Day | Jul 25, 2025 | $0.04 |
SYY (DividendGrowth) | Pay Day | Jul 25, 2025 | $0.54 |
APD (DividendGrowth) | Pay Day | Aug 11, 2025 | $1.79 |
Performance Metrics
Score 3/10
Beta
1.14
1.14
0
0.8
1.2
0
2
Sharpe Ratio
0.25
0.25
0
0.5
1
1.5
1.5
Sortino Ratio
0.37
0.37
0
1
2
3
3
Jensen's Alpha
-5.28
-5.28
-6
0
2
4.5
4.5
Omega Ratio
0.74
0.74
0
1
1.5
2.5
2.5
Treynor Ratio
0.39
0.39
0
0.75
1.25
2
2
Information Ratio
-0.38
-0.38
-1
0.3
0.6
1
1
Calmar Ratio
0.16
0.16
0
0.3
0.6
1
1
Beta
1.14
1.14
0
0.8
1.2
0
2
Sharpe Ratio
0.25
0.25
0
0.5
1
1.5
1.5
Sortino Ratio
0.37
0.37
0
1
2
3
3
Jensen's Alpha
-5.28
-5.28
-6
0
2
4.5
4.5
Omega Ratio
0.74
0.74
0
1
1.5
2.5
2.5
Treynor Ratio
0.39
0.39
0
0.75
1.25
2
2
Information Ratio
-0.38
-0.38
-1
0.3
0.6
1
1
Calmar Ratio
0.16
0.16
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
19.61
High:
VIE.PA
19.65VIE.PALow:
NAS.OL
9.21NAS.OLDetails
PEG Ratio
133.32
High:VIE.PA
133.32VIE.PALow:VIE.PA
133.32VIE.PADetails
Price/Book
2.28
High:VIE.PA
2.28VIE.PALow:NAS.OL
2.14NAS.OLDetails
Price/Sales
0.5
High:VIE.PA
0.5VIE.PALow:NAS.OL
0.38NAS.OLDetails
Price/CF
4.45
High:VIE.PA
4.47VIE.PALow:NAS.OL
1.69NAS.OLDetails
Price/FCF
31.26
High:VIE.PA
31.62VIE.PALow:NAS.OL
3.99NAS.OLDetails
P/E Ratio
19.61
High:VIE.PA
19.65VIE.PALow:NAS.OL
9.21NAS.OLDetails
PEG Ratio
133.32
High:VIE.PA
133.32VIE.PALow:VIE.PA
133.32VIE.PADetails
Price/Book
2.28
High:VIE.PA
2.28VIE.PALow:NAS.OL
2.14NAS.OLDetails
Price/Sales
0.5
High:VIE.PA
0.5VIE.PALow:NAS.OL
0.38NAS.OLDetails
Price/CF
4.45
High:VIE.PA
4.47VIE.PALow:NAS.OL
1.69NAS.OLDetails
Price/FCF
31.26
High:VIE.PA
31.62VIE.PALow:NAS.OL
3.99NAS.OLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-38.96% | Dec 2021 | Aug 2024 | 32 |
-9.39% | Feb 2025 | - | 4 |
-7.91% | May 2021 | Aug 2021 | 3 |
-6.43% | Sep 2021 | Oct 2021 | 1 |
-2.39% | Oct 2024 | Nov 2024 | 1 |
-1.47% | Dec 2024 | Jan 2025 | 1 |