Portfolio of Cla1970 on eToro

Cla1970

🇮🇹 Stock and ETF Multi-Strategy Investor.

7 copiers.

Copy Trading does not amount to investment advice. Your investments value may go up or down. Your capital is at risk.

Summary

-0.42%

This Month

+9.35%

Year To Date

+7.11%

2 Years

-6.34%

5 Years

-13.86%

10 Years

-1.85%

Annualized

Diversification

Sectors Breakdown

Sector
Total

📊 ETFs
19.5%
🖥️ Technology Services
10.73%
💰 Finance
9.75%
🪙 Cryptocurrencies
7.42%
🧬 Health Technology
7.14%
🌾 Commodities
5.97%
💵 Cash
5.82%
💻 Electronic Technology
5.81%
🏭 Industrial Services
2.89%
🧪 Process Industries
2.65%
⚡ Utilities
2.54%
🚚 Transportation
2.29%
💇‍♀️ Consumer Services
2.08%
🍞 Consumer Non Durables
1.99%
🚗 Consumer Durables
1.87%
🛠️ Producer Manufacturing
1.64%
📡 Communications
1.58%
📈 Indexes
1.53%
💼 Commercial Services
1.43%
🪨 Non Energy Minerals
1.23%
🧩 Miscellaneous
1.05%
🏥 Health Services
0.94%
🛍️ Retail Trade
0.79%
⛏️ Energy Minerals
0.52%
📦 Distribution Services
0.41%
💹 Forex
0.19%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
18.55%
🇺🇸 NYSE
17.96%
🇩🇪 Xetra ETFs
8.49%
🌍 Digital Currency
7.42%
🇭🇰 Hong Kong Exchanges
7.06%
🇩🇪 FRA
6.09%
🌍 Commodity
5.97%
🇫🇷 Euronext Paris
4.01%
🇬🇧 LSE
3.32%
🇺🇸 Chicago Board Options Exchange
2.85%
🇮🇹 Borsa Italiana
2.66%
🇪🇸 Bolsa De Madrid
1.96%
🌍 CFD
1.53%
🇨🇭 SIX
1.1%
🇳🇱 Euronext Amsterdam
1.03%
🇧🇪 Euronext Brussels
1.03%
🇳🇴 Oslo Stock Exchange
1.01%
🇩🇰 Copenhagen Stock Exchange
0.89%
🇸🇦 Tadawul
0.52%
🇦🇺 Sydney
0.3%
🌍 FX
0.19%

Countries Breakdown

Country
Total

🇺🇸 United States
23.81%
🇩🇪 Germany
5.5%
🇨🇳 China
4.9%
🇬🇧 United Kingdom
3.32%
🇮🇹 Italy
3.17%
🇭🇰 Hong Kong
3.06%
🇫🇷 France
3.02%
🇧🇪 Belgium
2.02%
🇪🇸 Spain
1.96%
🇩🇰 Denmark
1.29%
🇨🇭 Switzerland
1.1%
🇳🇱 Netherlands
1.03%
🇳🇴 Norway
1.01%
🇧🇷 Brazil
0.74%
🇦🇹 Austria
0.59%
🇸🇦 Saudi Arabia
0.52%
🇨🇦 Canada
0.44%
🇮🇪 Ireland
0.41%
🇦🇺 Australia
0.3%
🇮🇱 Israel
0.1%

Dividends

Dividend Yield

1.69%

169 out of 268 instruments pay dividend.

24 dividend payments in the next 30 days.

Highest Dividend: $BFF.MI (11.74%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
IS04.DE	0.08%	2.83%	-
144.HK	0.06%	5.86%	-
EMB	0.06%	5.49%	-
MULTI.OL	0.06%	5.6%	-
FFARM.NV	0.05%	4.48%	-
LQD	0.05%	4.37%	-
SHY	0.04%	3.95%	-
VGSH	0.04%	4.16%	-
788.HK	0.04%	4.35%	$0.04
BGEO.L	0.04%	4.1%	$0.99
AGG	0.04%	3.79%	-
SLL.DE	0.04%	6.51%	-
HYG	0.04%	5.77%	-
SAOC	0.04%	6.74%	$1.87
DUK	0.04%	3.5%	$4.1
EPD	0.03%	6.8%	$2.03
LMP.L	0.03%	6.78%	$0.1
MNDI.L	0.03%	5.94%	$0.62
MUX.DE	0.03%	6.78%	$2
KNIN.ZU	0.03%	5.03%	$10
3898.HK	0.03%	2.77%	-
UMI.BR	0.03%	2.64%	$0.56
ABEV	0.03%	4.28%	$0.13
669.HK	0.03%	2.52%	$1.93
1299.HK	0.03%	2.52%	$1.61
HNR1.DE	0.02%	3.69%	$7.2
LMT	0.02%	2.86%	$12.45
IEF	0.02%	3.7%	-
1359.HK	0.02%	1.86%	$0.05
MONC.MI	0.02%	2.77%	$1.15
GEN	0.02%	1.7%	$0.5
DMP.ASX	0.02%	5.27%	$0.98
EIX	0.02%	6.02%	$3.04
ENT.L	0.01%	2.22%	$0.18
XLU	0.01%	2.79%	-
NOVO-B.CO	0.01%	3.33%	$9.4
EWN	0.01%	2.03%	-
BFF.MI	0.01%	11.74%	$0.98
BVB.DE	0.01%	1.66%	-
AM.PA	0.01%	1.76%	$3.37
VK.PA	0.01%	10.04%	-
SIKA.ZU	0.01%	1.94%	$3.3
EWG	0.01%	1.6%	-
ACN	0.01%	2.33%	$4.99
ACE.MI	0.01%	4.79%	$0.88
BA.L	0.01%	1.92%	$0.3
NVO	0.01%	2.23%	$0.98
BAMI.MI	0.01%	8.72%	$0.56
MBG.DE	0.01%	8.11%	$5.3
RMD	0.01%	0.79%	$1.92
SPM.MI	0.01%	7.45%	-
RUI.PA	0.01%	7.29%	$1.98
TFI.PA	0.01%	7.01%	$0.55
BPE.MI	0.01%	6.92%	$0.3
FNTN.DE	0.01%	6.84%	$1.77
02382.HK	0.01%	0.67%	$0.22
MSFT	0.01%	0.67%	$3
BPSO.MI	0.01%	6.58%	$0.56
SY1.DE	0.01%	1.44%	$1.1
ZTS	0.01%	1.27%	$1.67
ENAV.MI	0.01%	6.3%	$0.23
VZ	0.01%	6.13%	$2.66
ENEL.MI	0.01%	5.99%	$0.43
LOG.MC	0.01%	5.93%	$1.5
BMED.MI	0.01%	5.9%	$0.7
AZM.MI	0.01%	5.87%	$0.99
HO.PA	0.01%	1.67%	$3.4
CE.MI	0.01%	5.69%	$0.65
PST.MI	0.01%	5.5%	$0.8
ORA.PA	0.01%	5.52%	$0.72
NTGY.MC	0.01%	5.2%	$1.13
BMY	0.01%	5.24%	$2.34
SW.PA	0.01%	5.05%	$3.1
IRE.MI	0.01%	5.04%	$0.11
SAN.PA	0.01%	4.94%	$3.76
UNI.MI	0.01%	4.94%	$0.38
SAB.MC	0.01%	4.89%	$0.05
DHL.DE	0%	4.75%	$1.85
UNI.MC	0%	4.64%	$0.04
MTUM	0%	0.91%	-
ALV.DE	0%	4.38%	$13.8
FGR.PA	0%	4.36%	$4.1
PIRC.MI	0%	4.25%	$0.2
G.MI	0%	4.3%	$1.28
ELE.MC	0%	4.15%	$0.81
CABK.MC	0%	4.11%	$0.32
HER.MI	0%	4.08%	$0.13
LHA.DE	0%	3.98%	$0.3
AYV.PA	0%	4%	$0.47
RED.MC	0%	3.9%	$0.81
MRK	0%	3.86%	$3.04
CHEMM.CO	0%	0.74%	-
MUV2.DE	0%	3.76%	$15
EOAN.DE	0%	3.64%	$0.53
GET.PA	0%	3.7%	$0.55
BKT.MC	0%	3.67%	$0.38
BBVA.MC	0%	3.63%	$0.45
RACE	0%	0.72%	$2.64
FME.DE	0%	3.44%	$1.19
MAP.MC	0%	3.48%	$0.12
INDA	0%	0.72%	-
V	0%	0.69%	$2.01
AMGN	0%	3.32%	$8.76
IBE.MC	0%	3.3%	$0.45
AENA.MC	0%	3.24%	$6.2
ITX.MC	0%	3.24%	$1.11
CRM	0%	0.65%	$0.4
ABBV	0%	3.06%	$6.06
XLK	0%	0.61%	-
SCT.L	0%	1.7%	$0.26
MCHP	0%	2.76%	$1.75
JNJ	0%	2.86%	$4.81
DTE.DE	0%	2.84%	$0.77
CAP.PA	0%	2.73%	$3.4
UNH	0%	2.74%	$7.74
BABA	0%	0.76%	$0.98
GILD	0%	2.73%	$3.04
IBM	0%	2.7%	$6.65
GBF.DE	0%	2.63%	$1.8
MC.PA	0%	2.63%	$13
KER.PA	0%	2.54%	$14
ACS.MC	0%	2.51%	$1.57
REC.MI	0%	2.36%	$1.2
SIE.DE	0%	2.31%	$4.7
DBK.DE	0%	2.28%	$0.45
TE.PA	0%	2.19%	$0.57
ELV	0%	2.16%	$6.22
SAN.MC	0%	2.1%	$0.14
KBX.DE	0%	2.04%	$1.64
CBK.DE	0%	2%	$0.35
SHL.DE	0%	2.01%	$0.95
FL	0%	1.89%	$1.6
PAYC	0%	0.67%	$1.5
GOOGL	0%	0.35%	$0.2
OR.PA	0%	1.74%	$6.6
AMS.MC	0%	1.64%	$1
BOL.PA	0%	1.64%	$0.07
DB1.DE	0%	1.63%	$3.8
NDA.DE	0%	1.53%	$1.4
EL.PA	0%	1.52%	$3.95
UTDI.DE	0%	1.48%	$0.5
AFX.DE	0%	1.44%	$1.1
PCG	0%	0.57%	$0.03
YOU	0%	1.44%	$0.35
CAH	0%	1.37%	$2.01
ALM.MC	0%	1.36%	$0.15
G24.DE	0%	1.2%	$1.2
IFX.DE	0%	1.11%	$0.35
SAP.DE	0%	1.03%	$2.2
GRF.MC	0%	0.99%	-
DSY.PA	0%	0.97%	$0.23
WMT	0%	0.94%	$0.81
IP.MI	0%	0.81%	$0.32
ORCL	0%	0.77%	$1.6
BIM.PA	0%	0.76%	$0.85
COR	0%	0.75%	$2.02
HCA	0%	0.67%	$2.52
MTX.DE	0%	0.61%	$2
HAG.DE	0%	0.56%	$0.4
CHE	0%	0.45%	$1.6
AAPL	0%	0.43%	$0.97
MCK	0%	0.43%	$2.48
LXS.DE	0%	0.43%	$0.1
TER	0%	0.4%	$0.46
MRVL	0%	0.38%	$0.24
EXENS.PA	0%	0.27%	-
1U1.DE	0%	0.25%	$0.05
NVDA	0%	0.02%	$0.02
PAGS	0%	0%	-

Next Dividends

Stock	Type	Date	Pay Per Share
PAYC	Pay Day	Sep 8, 2025	$0.38
GOOGL	Ex-Dividend	Sep 8, 2025	$0.21
JNJ	Pay Day	Sep 9, 2025	$1.30
IBM	Pay Day	Sep 10, 2025	$1.68
ELV	Ex-Dividend	Sep 10, 2025	$1.71
GEN	Pay Day	Sep 10, 2025	$0.12
YOU	Ex-Dividend	Sep 10, 2025	$0.12
MSFT	Pay Day	Sep 11, 2025	$0.83
NVDA	Ex-Dividend	Sep 11, 2025	$0.01
AMGN	Pay Day	Sep 12, 2025	$2.38
MRK	Ex-Dividend	Sep 15, 2025	$0.81
UNH	Ex-Dividend	Sep 15, 2025	$2.21
GILD	Ex-Dividend	Sep 15, 2025	$0.79
GOOGL	Pay Day	Sep 15, 2025	$0.21
HCA	Ex-Dividend	Sep 16, 2025	$0.72
DUK	Pay Day	Sep 16, 2025	$1.06
YOU	Pay Day	Sep 17, 2025	$0.12
RMD	Pay Day	Sep 18, 2025	$0.60
669.HK	Pay Day	Sep 19, 2025	$0.16
UNH	Pay Day	Sep 23, 2025	$2.21
1299.HK	Pay Day	Sep 23, 2025	$0.06
UNI.MC	Ex-Dividend	Sep 23, 2025	$0.08
ELV	Pay Day	Sep 25, 2025	$1.71
BGEO.L	Ex-Dividend	Sep 25, 2025	$1.89
UNI.MC	Pay Day	Sep 25, 2025	$0.08
LMT	Pay Day	Sep 26, 2025	$3.30
MNDI.L	Pay Day	Sep 26, 2025	$0.27
GILD	Pay Day	Sep 29, 2025	$0.79
ENT.L	Pay Day	Sep 29, 2025	$0.13
TER	Pay Day	Sep 29, 2025	$0.12
HCA	Pay Day	Sep 30, 2025	$0.72
MCK	Pay Day	Oct 1, 2025	$0.82
CAH	Ex-Dividend	Oct 1, 2025	$0.51
NVDA	Pay Day	Oct 2, 2025	$0.01
DMP.ASX	Pay Day	Oct 3, 2025	$0.14
ABEV	Pay Day	Oct 6, 2025	$0.02
MRK	Pay Day	Oct 7, 2025	$0.81
LMP.L	Pay Day	Oct 8, 2025	$0.04
BGEO.L	Pay Day	Oct 10, 2025	$1.89
CAH	Pay Day	Oct 15, 2025	$0.51
ITX.MC	Ex-Dividend	Oct 30, 2025	$0.92
788.HK	Pay Day	Oct 31, 2025	$0.02
ITX.MC	Pay Day	Nov 3, 2025	$0.92
MC.PA	Ex-Dividend	Dec 2, 2025	$6.47
ORA.PA	Ex-Dividend	Dec 2, 2025	$0.35
MC.PA	Pay Day	Dec 4, 2025	$6.47
ORA.PA	Pay Day	Dec 4, 2025	$0.35
WMT	Ex-Dividend	Dec 12, 2025	$0.24
INDA	Pay Day	Dec 20, 2025	$0.00
WMT	Pay Day	Jan 5, 2026	$0.24

Performance Metrics

Score 2.8/10

Beta

0.14

0.8

1.2

Sharpe Ratio

-0.56

-1

0.5

1.5

Sortino Ratio

-0.65

-1

Jensen's Alpha

-5.33

-6

4.5

Omega Ratio

0.5

1.5

2.5

Treynor Ratio

-2.27

-3

0.75

1.25

Information Ratio

-0.98

-1

0.3

0.6

Calmar Ratio

-0.07

-1

0.3

0.6

Beta

0.14

0.8

1.2

Sharpe Ratio

-0.56

-1

0.5

1.5

Sortino Ratio

-0.65

-1

Jensen's Alpha

-5.33

-6

4.5

Omega Ratio

0.5

1.5

2.5

Treynor Ratio

-2.27

-3

0.75

1.25

Information Ratio

-0.98

-1

0.3

0.6

Calmar Ratio

-0.07

-1

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

30.32

High:

PLTR

518.91

Low:

-1,000.19

Details

PEG Ratio

299.39

High:

AAPL

24,779.06

Low:

-3,222.65

Details

Price/Book

6.94

High:

AXSM

84.81

Low:

ABBV

-2,055.98

Details

Price/Sales

5.84

High:

MSTR

217.37

Low:

MUX.DE

0.11

Details

Price/CF

20.74

High:

MSTR

7,511.07

Low:

CBK.DE

0.14

Details

Price/FCF

44.81

High:

MSTR

1,187.5

Low:

BAMI.MI

1.11

Details

P/E Ratio

30.32

High:

PLTR

518.91

Low:

-1,000.19

Details

Worst Drawdowns

Depth	Start	End	Total months
-24.62%	Sep 2017	-	97

Monthly Performance

Diversification

Sectors Breakdown

Sector
Total

📊 ETFs
19.5%
🖥️ Technology Services
10.73%
💰 Finance
9.75%
🪙 Cryptocurrencies
7.42%
🧬 Health Technology
7.14%
🌾 Commodities
5.97%
💵 Cash
5.82%
💻 Electronic Technology
5.81%
🏭 Industrial Services
2.89%
🧪 Process Industries
2.65%
⚡ Utilities
2.54%
🚚 Transportation
2.29%
💇‍♀️ Consumer Services
2.08%
🍞 Consumer Non Durables
1.99%
🚗 Consumer Durables
1.87%
🛠️ Producer Manufacturing
1.64%
📡 Communications
1.58%
📈 Indexes
1.53%
💼 Commercial Services
1.43%
🪨 Non Energy Minerals
1.23%
🧩 Miscellaneous
1.05%
🏥 Health Services
0.94%
🛍️ Retail Trade
0.79%
⛏️ Energy Minerals
0.52%
📦 Distribution Services
0.41%
💹 Forex
0.19%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
18.55%
🇺🇸 NYSE
17.96%
🇩🇪 Xetra ETFs
8.49%
🌍 Digital Currency
7.42%
🇭🇰 Hong Kong Exchanges
7.06%
🇩🇪 FRA
6.09%
🌍 Commodity
5.97%
🇫🇷 Euronext Paris
4.01%
🇬🇧 LSE
3.32%
🇺🇸 Chicago Board Options Exchange
2.85%
🇮🇹 Borsa Italiana
2.66%
🇪🇸 Bolsa De Madrid
1.96%
🌍 CFD
1.53%
🇨🇭 SIX
1.1%
🇳🇱 Euronext Amsterdam
1.03%
🇧🇪 Euronext Brussels
1.03%
🇳🇴 Oslo Stock Exchange
1.01%
🇩🇰 Copenhagen Stock Exchange
0.89%
🇸🇦 Tadawul
0.52%
🇦🇺 Sydney
0.3%
🌍 FX
0.19%

Countries Breakdown

Country
Total

🇺🇸 United States
23.81%
🇩🇪 Germany
5.5%
🇨🇳 China
4.9%
🇬🇧 United Kingdom
3.32%
🇮🇹 Italy
3.17%
🇭🇰 Hong Kong
3.06%
🇫🇷 France
3.02%
🇧🇪 Belgium
2.02%
🇪🇸 Spain
1.96%
🇩🇰 Denmark
1.29%
🇨🇭 Switzerland
1.1%
🇳🇱 Netherlands
1.03%
🇳🇴 Norway
1.01%
🇧🇷 Brazil
0.74%
🇦🇹 Austria
0.59%
🇸🇦 Saudi Arabia
0.52%
🇨🇦 Canada
0.44%
🇮🇪 Ireland
0.41%
🇦🇺 Australia
0.3%
🇮🇱 Israel
0.1%

Dividends

Dividend Yield

1.69%

169 out of 268 instruments pay dividend.

24 dividend payments in the next 30 days.

Highest Dividend: $BFF.MI (11.74%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
IS04.DE	0.08%	2.83%	-
144.HK	0.06%	5.86%	-
EMB	0.06%	5.49%	-
MULTI.OL	0.06%	5.6%	-
FFARM.NV	0.05%	4.48%	-
LQD	0.05%	4.37%	-
SHY	0.04%	3.95%	-
VGSH	0.04%	4.16%	-
788.HK	0.04%	4.35%	$0.04
BGEO.L	0.04%	4.1%	$0.99
AGG	0.04%	3.79%	-
SLL.DE	0.04%	6.51%	-
HYG	0.04%	5.77%	-
SAOC	0.04%	6.74%	$1.87
DUK	0.04%	3.5%	$4.1
EPD	0.03%	6.8%	$2.03
LMP.L	0.03%	6.78%	$0.1
MNDI.L	0.03%	5.94%	$0.62
MUX.DE	0.03%	6.78%	$2
KNIN.ZU	0.03%	5.03%	$10
3898.HK	0.03%	2.77%	-
UMI.BR	0.03%	2.64%	$0.56
ABEV	0.03%	4.28%	$0.13
669.HK	0.03%	2.52%	$1.93
1299.HK	0.03%	2.52%	$1.61
HNR1.DE	0.02%	3.69%	$7.2
LMT	0.02%	2.86%	$12.45
IEF	0.02%	3.7%	-
1359.HK	0.02%	1.86%	$0.05
MONC.MI	0.02%	2.77%	$1.15
GEN	0.02%	1.7%	$0.5
DMP.ASX	0.02%	5.27%	$0.98
EIX	0.02%	6.02%	$3.04
ENT.L	0.01%	2.22%	$0.18
XLU	0.01%	2.79%	-
NOVO-B.CO	0.01%	3.33%	$9.4
EWN	0.01%	2.03%	-
BFF.MI	0.01%	11.74%	$0.98
BVB.DE	0.01%	1.66%	-
AM.PA	0.01%	1.76%	$3.37
VK.PA	0.01%	10.04%	-
SIKA.ZU	0.01%	1.94%	$3.3
EWG	0.01%	1.6%	-
ACN	0.01%	2.33%	$4.99
ACE.MI	0.01%	4.79%	$0.88
BA.L	0.01%	1.92%	$0.3
NVO	0.01%	2.23%	$0.98
BAMI.MI	0.01%	8.72%	$0.56
MBG.DE	0.01%	8.11%	$5.3
RMD	0.01%	0.79%	$1.92
SPM.MI	0.01%	7.45%	-
RUI.PA	0.01%	7.29%	$1.98
TFI.PA	0.01%	7.01%	$0.55
BPE.MI	0.01%	6.92%	$0.3
FNTN.DE	0.01%	6.84%	$1.77
02382.HK	0.01%	0.67%	$0.22
MSFT	0.01%	0.67%	$3
BPSO.MI	0.01%	6.58%	$0.56
SY1.DE	0.01%	1.44%	$1.1
ZTS	0.01%	1.27%	$1.67
ENAV.MI	0.01%	6.3%	$0.23
VZ	0.01%	6.13%	$2.66
ENEL.MI	0.01%	5.99%	$0.43
LOG.MC	0.01%	5.93%	$1.5
BMED.MI	0.01%	5.9%	$0.7
AZM.MI	0.01%	5.87%	$0.99
HO.PA	0.01%	1.67%	$3.4
CE.MI	0.01%	5.69%	$0.65
PST.MI	0.01%	5.5%	$0.8
ORA.PA	0.01%	5.52%	$0.72
NTGY.MC	0.01%	5.2%	$1.13
BMY	0.01%	5.24%	$2.34
SW.PA	0.01%	5.05%	$3.1
IRE.MI	0.01%	5.04%	$0.11
SAN.PA	0.01%	4.94%	$3.76
UNI.MI	0.01%	4.94%	$0.38
SAB.MC	0.01%	4.89%	$0.05
DHL.DE	0%	4.75%	$1.85
UNI.MC	0%	4.64%	$0.04
MTUM	0%	0.91%	-
ALV.DE	0%	4.38%	$13.8
FGR.PA	0%	4.36%	$4.1
PIRC.MI	0%	4.25%	$0.2
G.MI	0%	4.3%	$1.28
ELE.MC	0%	4.15%	$0.81
CABK.MC	0%	4.11%	$0.32
HER.MI	0%	4.08%	$0.13
LHA.DE	0%	3.98%	$0.3
AYV.PA	0%	4%	$0.47
RED.MC	0%	3.9%	$0.81
MRK	0%	3.86%	$3.04
CHEMM.CO	0%	0.74%	-
MUV2.DE	0%	3.76%	$15
EOAN.DE	0%	3.64%	$0.53
GET.PA	0%	3.7%	$0.55
BKT.MC	0%	3.67%	$0.38
BBVA.MC	0%	3.63%	$0.45
RACE	0%	0.72%	$2.64
FME.DE	0%	3.44%	$1.19
MAP.MC	0%	3.48%	$0.12
INDA	0%	0.72%	-
V	0%	0.69%	$2.01
AMGN	0%	3.32%	$8.76
IBE.MC	0%	3.3%	$0.45
AENA.MC	0%	3.24%	$6.2
ITX.MC	0%	3.24%	$1.11
CRM	0%	0.65%	$0.4
ABBV	0%	3.06%	$6.06
XLK	0%	0.61%	-
SCT.L	0%	1.7%	$0.26
MCHP	0%	2.76%	$1.75
JNJ	0%	2.86%	$4.81
DTE.DE	0%	2.84%	$0.77
CAP.PA	0%	2.73%	$3.4
UNH	0%	2.74%	$7.74
BABA	0%	0.76%	$0.98
GILD	0%	2.73%	$3.04
IBM	0%	2.7%	$6.65
GBF.DE	0%	2.63%	$1.8
MC.PA	0%	2.63%	$13
KER.PA	0%	2.54%	$14
ACS.MC	0%	2.51%	$1.57
REC.MI	0%	2.36%	$1.2
SIE.DE	0%	2.31%	$4.7
DBK.DE	0%	2.28%	$0.45
TE.PA	0%	2.19%	$0.57
ELV	0%	2.16%	$6.22
SAN.MC	0%	2.1%	$0.14
KBX.DE	0%	2.04%	$1.64
CBK.DE	0%	2%	$0.35
SHL.DE	0%	2.01%	$0.95
FL	0%	1.89%	$1.6
PAYC	0%	0.67%	$1.5
GOOGL	0%	0.35%	$0.2
OR.PA	0%	1.74%	$6.6
AMS.MC	0%	1.64%	$1
BOL.PA	0%	1.64%	$0.07
DB1.DE	0%	1.63%	$3.8
NDA.DE	0%	1.53%	$1.4
EL.PA	0%	1.52%	$3.95
UTDI.DE	0%	1.48%	$0.5
AFX.DE	0%	1.44%	$1.1
PCG	0%	0.57%	$0.03
YOU	0%	1.44%	$0.35
CAH	0%	1.37%	$2.01
ALM.MC	0%	1.36%	$0.15
G24.DE	0%	1.2%	$1.2
IFX.DE	0%	1.11%	$0.35
SAP.DE	0%	1.03%	$2.2
GRF.MC	0%	0.99%	-
DSY.PA	0%	0.97%	$0.23
WMT	0%	0.94%	$0.81
IP.MI	0%	0.81%	$0.32
ORCL	0%	0.77%	$1.6
BIM.PA	0%	0.76%	$0.85
COR	0%	0.75%	$2.02
HCA	0%	0.67%	$2.52
MTX.DE	0%	0.61%	$2
HAG.DE	0%	0.56%	$0.4
CHE	0%	0.45%	$1.6
AAPL	0%	0.43%	$0.97
MCK	0%	0.43%	$2.48
LXS.DE	0%	0.43%	$0.1
TER	0%	0.4%	$0.46
MRVL	0%	0.38%	$0.24
EXENS.PA	0%	0.27%	-
1U1.DE	0%	0.25%	$0.05
NVDA	0%	0.02%	$0.02
PAGS	0%	0%	-

Next Dividends

Stock	Type	Date	Pay Per Share
PAYC	Pay Day	Sep 8, 2025	$0.38
GOOGL	Ex-Dividend	Sep 8, 2025	$0.21
JNJ	Pay Day	Sep 9, 2025	$1.30
IBM	Pay Day	Sep 10, 2025	$1.68
ELV	Ex-Dividend	Sep 10, 2025	$1.71
GEN	Pay Day	Sep 10, 2025	$0.12
YOU	Ex-Dividend	Sep 10, 2025	$0.12
MSFT	Pay Day	Sep 11, 2025	$0.83
NVDA	Ex-Dividend	Sep 11, 2025	$0.01
AMGN	Pay Day	Sep 12, 2025	$2.38
MRK	Ex-Dividend	Sep 15, 2025	$0.81
UNH	Ex-Dividend	Sep 15, 2025	$2.21
GILD	Ex-Dividend	Sep 15, 2025	$0.79
GOOGL	Pay Day	Sep 15, 2025	$0.21
HCA	Ex-Dividend	Sep 16, 2025	$0.72
DUK	Pay Day	Sep 16, 2025	$1.06
YOU	Pay Day	Sep 17, 2025	$0.12
RMD	Pay Day	Sep 18, 2025	$0.60
669.HK	Pay Day	Sep 19, 2025	$0.16
UNH	Pay Day	Sep 23, 2025	$2.21
1299.HK	Pay Day	Sep 23, 2025	$0.06
UNI.MC	Ex-Dividend	Sep 23, 2025	$0.08
ELV	Pay Day	Sep 25, 2025	$1.71
BGEO.L	Ex-Dividend	Sep 25, 2025	$1.89
UNI.MC	Pay Day	Sep 25, 2025	$0.08
LMT	Pay Day	Sep 26, 2025	$3.30
MNDI.L	Pay Day	Sep 26, 2025	$0.27
GILD	Pay Day	Sep 29, 2025	$0.79
ENT.L	Pay Day	Sep 29, 2025	$0.13
TER	Pay Day	Sep 29, 2025	$0.12
HCA	Pay Day	Sep 30, 2025	$0.72
MCK	Pay Day	Oct 1, 2025	$0.82
CAH	Ex-Dividend	Oct 1, 2025	$0.51
NVDA	Pay Day	Oct 2, 2025	$0.01
DMP.ASX	Pay Day	Oct 3, 2025	$0.14
ABEV	Pay Day	Oct 6, 2025	$0.02
MRK	Pay Day	Oct 7, 2025	$0.81
LMP.L	Pay Day	Oct 8, 2025	$0.04
BGEO.L	Pay Day	Oct 10, 2025	$1.89
CAH	Pay Day	Oct 15, 2025	$0.51
ITX.MC	Ex-Dividend	Oct 30, 2025	$0.92
788.HK	Pay Day	Oct 31, 2025	$0.02
ITX.MC	Pay Day	Nov 3, 2025	$0.92
MC.PA	Ex-Dividend	Dec 2, 2025	$6.47
ORA.PA	Ex-Dividend	Dec 2, 2025	$0.35
MC.PA	Pay Day	Dec 4, 2025	$6.47
ORA.PA	Pay Day	Dec 4, 2025	$0.35
WMT	Ex-Dividend	Dec 12, 2025	$0.24
INDA	Pay Day	Dec 20, 2025	$0.00
WMT	Pay Day	Jan 5, 2026	$0.24

Performance Metrics

Score 2.8/10

Beta

0.14

0.8

1.2

Sharpe Ratio

-0.56

-1

0.5

1.5

Sortino Ratio

-0.65

-1

Jensen's Alpha

-5.33

-6

4.5

Omega Ratio

0.5

1.5

2.5

Treynor Ratio

-2.27

-3

0.75

1.25

Information Ratio

-0.98

-1

0.3

0.6

Calmar Ratio

-0.07

-1

0.3

0.6

Beta

0.14

0.8

1.2

Sharpe Ratio

-0.56

-1

0.5

1.5

Sortino Ratio

-0.65

-1

Jensen's Alpha

-5.33

-6

4.5

Omega Ratio

0.5

1.5

2.5

Treynor Ratio

-2.27

-3

0.75

1.25

Information Ratio

-0.98

-1

0.3

0.6

Calmar Ratio

-0.07

-1

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

30.32

High:

PLTR

518.91

Low:

-1,000.19

Details

30.32

High:

PLTR

518.91

Low:

-1,000.19

Details

44.81

High:

MSTR

1,187.5

Low:

BAMI.MI

1.11

Details

Depth

Start

End

Total months

-24.62%

Sep 2017

Diversification

Dividends

Performance MetricsYear to dateLast YearLast 2 YearsLast 3 YearsLast 5 YearsAll TimeCustomAll Time

Portfolio Valuation

P/E Ratio

PEG Ratio

Price/Book

Price/Sales

Price/CF

Price/FCF

P/E Ratio

PEG Ratio

Price/Book

Price/Sales

Price/CF

Price/FCF

Drawdowns

Monthly Performance

Diversification

Dividends

Performance MetricsYear to dateLast YearLast 2 YearsLast 3 YearsLast 5 YearsAll TimeCustomAll Time

Portfolio Valuation

P/E Ratio

PEG Ratio

Price/Book

Price/Sales

Price/CF

Price/FCF

P/E Ratio

PEG Ratio

Price/Book

Price/Sales

Price/CF

Price/FCF

Drawdowns

Monthly Performance

Performance Metrics

Performance Metrics