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-5.74%
This Month
+6.05%
Year To Date
+44.13%
2 Years
+86.59%
5 Years
+274.44%
10 Years
+21.6%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading55.43%
- 🪙 Cryptocurrencies16.98%
- 🛠️ Producer Manufacturing12.82%
- 💻 Electronic Technology9.51%
- 💰 Finance3.69%
- 💇♀️ Consumer Services1.53%
- 💵 Cash0.06%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE35.44%
- 🇺🇸 Nasdaq34.26%
- 🌍 Digital Currency16.98%
- 🇫🇷 Euronext Paris3.51%
- 🇩🇪 FRA2.83%
- 🇬🇧 LSE2.13%
- 🇮🇹 Borsa Italiana2.03%
- 🇪🇸 Bolsa De Madrid1.12%
- 🇳🇴 Oslo Stock Exchange0.43%
- 🇸🇪 Stockholm Stock Exchange0.42%
- 🇳🇱 Euronext Amsterdam0.33%
- Regular Trading Hours - RTH0.24%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States65.3%
- 🇫🇷 France3.09%
- 🇩🇪 Germany2.83%
- 🇬🇧 United Kingdom2.13%
- 🇮🇹 Italy2.03%
- 🇳🇱 Netherlands1.13%
- 🇪🇸 Spain1.12%
- 🇨🇳 China1.03%
- 🇮🇱 Israel1.01%
- 🇨🇦 Canada0.91%
- 🇹🇼 Taiwan0.72%
- 🇳🇴 Norway0.43%
- 🇸🇪 Sweden0.42%
- 🇨🇾 Cyprus0.33%
Dividends
Dividend Yield
0.53%
10 out of 14 instruments pay dividend.
20 dividend payments in the next 30 days.
Highest Dividend: $MET.US (2.83%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 RenewableEnergy | 0.13% | 1.1% | - |
 EuropeDefense | 0.12% | 1.06% | - |
 CAT | 0.08% | 0.65% | $5.31 |
 AI-Revolution | 0.05% | 0.28% | - |
 MCD | 0.04% | 2.68% | $6.53 |
 MET.US | 0.04% | 2.83% | $2.11 |
 LMT | 0.04% | 2.63% | $12.45 |
 AAPL | 0.01% | 0.34% | $0.97 |
 CyberSecurity | 0.01% | 0.08% | - |
 NVDA | 0% | 0.13% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 GOOGL (AI-Revolution) | Ex-Dividend | Jun 8, 2026 | $0.22 |
 SO (RenewableEnergy) | Pay Day | Jun 8, 2026 | $0.76 |
MET.US | Pay Day | Jun 9, 2026 | $0.59 |
 PEG (RenewableEnergy) | Ex-Dividend | Jun 9, 2026 | $0.67 |
 AEP (RenewableEnergy) | Pay Day | Jun 10, 2026 | $0.95 |
 MSFT (AI-Revolution) | Pay Day | Jun 11, 2026 | $0.91 |
 BABA (AI-Revolution) | Ex-Dividend | Jun 11, 2026 | $1.05 |
 AMAT (AI-Revolution) | Pay Day | Jun 11, 2026 | $0.53 |
 CRM (AI-Revolution) | Ex-Dividend | Jun 11, 2026 | $0.44 |
 TSM (AI-Revolution) | Ex-Dividend | Jun 11, 2026 | $0.95 |
 R3NK.DE (EuropeDefense) | Ex-Dividend | Jun 11, 2026 | $0.67 |
 META (AI-Revolution) | Ex-Dividend | Jun 15, 2026 | $0.53 |
GOOGL (AI-Revolution) | Pay Day | Jun 15, 2026 | $0.22 |
R3NK.DE (EuropeDefense) | Pay Day | Jun 15, 2026 | $0.67 |
 EXC (RenewableEnergy) | Pay Day | Jun 15, 2026 | $0.42 |
 NEE (RenewableEnergy) | Pay Day | Jun 15, 2026 | $0.62 |
MCD | Pay Day | Jun 16, 2026 | $1.86 |
 DUK (RenewableEnergy) | Pay Day | Jun 16, 2026 | $1.06 |
 GEV (RenewableEnergy) | Ex-Dividend | Jun 16, 2026 | $0.50 |
 LRCX (AI-Revolution) | Ex-Dividend | Jun 17, 2026 | $0.26 |
 LDO.MI (EuropeDefense) | Ex-Dividend | Jun 22, 2026 | $0.74 |
 ATE.PA (EuropeDefense) | Ex-Dividend | Jun 22, 2026 | $1.76 |
 VST (RenewableEnergy) | Ex-Dividend | Jun 22, 2026 | $0.23 |
LDO.MI (EuropeDefense) | Pay Day | Jun 24, 2026 | $0.74 |
ATE.PA (EuropeDefense) | Pay Day | Jun 24, 2026 | $1.76 |
META (AI-Revolution) | Pay Day | Jun 25, 2026 | $0.53 |
LMT | Pay Day | Jun 26, 2026 | $3.45 |
NVDA | Pay Day | Jun 26, 2026 | $0.25 |
NVDA (AI-Revolution) | Pay Day | Jun 26, 2026 | $0.25 |
PEG (RenewableEnergy) | Pay Day | Jun 30, 2026 | $0.67 |
VST (RenewableEnergy) | Pay Day | Jun 30, 2026 | $0.23 |
CRM (AI-Revolution) | Pay Day | Jul 2, 2026 | $0.44 |
 CSCO (CyberSecurity) | Ex-Dividend | Jul 6, 2026 | $0.42 |
 IDR.MC (EuropeDefense) | Ex-Dividend | Jul 7, 2026 | $0.35 |
LRCX (AI-Revolution) | Pay Day | Jul 8, 2026 | $0.26 |
TSM (AI-Revolution) | Pay Day | Jul 9, 2026 | $0.95 |
IDR.MC (EuropeDefense) | Pay Day | Jul 9, 2026 | $0.35 |
BABA (AI-Revolution) | Pay Day | Jul 13, 2026 | $1.05 |
GEV (RenewableEnergy) | Pay Day | Jul 14, 2026 | $0.50 |
CSCO (CyberSecurity) | Pay Day | Jul 22, 2026 | $0.42 |
 SSE.L (RenewableEnergy) | Ex-Dividend | Jul 23, 2026 | $0.63 |
SSE.L (RenewableEnergy) | Pay Day | Sep 17, 2026 | $0.63 |
Performance Metrics
Score 6.1/10
Beta
1.35
1.35
0
0.8
1.2
0
2
Sharpe Ratio
0.61
0.61
0
0.5
1
1.5
1.5
Sortino Ratio
1.11
1.11
0
1
2
3
3
Jensen's Alpha
4.28
4.28
-2
0
2
5
5
Omega Ratio
1.3
1.3
0
1
1.5
2.5
2.5
Treynor Ratio
1.35
1.35
0
0.75
1.25
2
2
Information Ratio
0.31
0.31
0
0.3
0.6
1
1
Calmar Ratio
0.44
0.44
0
0.3
0.6
1
1
Beta
1.35
1.35
0
0.8
1.2
0
2
Sharpe Ratio
0.61
0.61
0
0.5
1
1.5
1.5
Sortino Ratio
1.11
1.11
0
1
2
3
3
Jensen's Alpha
4.28
4.28
-2
0
2
5
5
Omega Ratio
1.3
1.3
0
1
1.5
2.5
2.5
Treynor Ratio
1.35
1.35
0
0.75
1.25
2
2
Information Ratio
0.31
0.31
0
0.3
0.6
1
1
Calmar Ratio
0.44
0.44
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
33.53
High:
BA
111.78BALow:
BRK.B
14.25BRK.BDetails
PEG Ratio
129.33
High:MCD
323.09MCDLow:NVDA
30.57NVDADetails
Price/Book
12.98
High:AAPL
42.87AAPLLow:MCD
-150.65MCDDetails
Price/Sales
8.37
High:NVDA
21.04NVDALow:MET.US
0.71MET.USDetails
Price/CF
28.98
High:BA
62.68BALow:MET.US
2.81MET.USDetails
Price/FCF
40.39
High:MCD
118.77MCDLow:MET.US
3.12MET.USDetails
P/E Ratio
33.53
High:BA
111.78BALow:BRK.B
14.25BRK.BDetails
PEG Ratio
129.33
High:MCD
323.09MCDLow:NVDA
30.57NVDADetails
Price/Book
12.98
High:AAPL
42.87AAPLLow:MCD
-150.65MCDDetails
Price/Sales
8.37
High:NVDA
21.04NVDALow:MET.US
0.71MET.USDetails
Price/CF
28.98
High:BA
62.68BALow:MET.US
2.81MET.USDetails
Price/FCF
40.39
High:MCD
118.77MCDLow:MET.US
3.12MET.USDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-46.4% | May 2021 | Nov 2024 | 42 |
-24.23% | Jul 2019 | Jul 2020 | 12 |
-17.19% | Nov 2025 | May 2026 | 6 |
-10.68% | Feb 2025 | Jun 2025 | 4 |
-5.74% | Jun 2026 | - | 1 |
-5.62% | Sep 2020 | Nov 2020 | 2 |
-0.05% | Dec 2024 | Jan 2025 | 1 |