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-0.39%
Today
+9%
This Month
-2.87%
Year To Date
+40.92%
2 Years
+75.77%
5 Years
+13.1%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading52.75%
- 🪙 Cryptocurrencies14.85%
- 💵 Cash8.96%
- 💰 Finance6.98%
- 🖥️ Technology Services3.37%
- 🍞 Consumer Non Durables1.96%
- 🛍️ Retail Trade1.9%
- ⛏️ Energy Minerals1.62%
- 🧪 Process Industries1.12%
- 📊 ETFs0.9%
- 🚚 Transportation0.79%
- 💇♀️ Consumer Services0.05%
- 🧬 Health Technology0.03%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE27.3%
- 🌍 Digital Currency22.59%
- 🇺🇸 Nasdaq19.73%
- 🇫🇷 Euronext Paris7.96%
- 🇩🇪 FRA2.25%
- 🇨🇭 SIX2.03%
- 🇳🇱 Euronext Amsterdam1.56%
- 🇬🇧 LSE0.94%
- 🇭🇰 Hong Kong Exchanges0.9%
- 🇩🇰 Copenhagen Stock Exchange0.16%
- 🇺🇸 OTC Markets Stock Exchange0.03%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States35.01%
- 🇫🇷 France7.96%
- 🇩🇪 Germany2.25%
- 🇨🇭 Switzerland2.06%
- 🇨🇳 China1.63%
- 🇨🇦 Canada1.62%
- 🇬🇧 United Kingdom1.61%
- 🇳🇱 Netherlands1.56%
- 🇮🇪 Ireland1.1%
- 🇩🇰 Denmark0.16%
- 🇮🇱 Israel0.03%
Dividends
Dividend Yield
1.19%
16 out of 22 instruments pay dividend.
21 dividend payments in the next 30 days.
Highest Dividend: $BNP.PA (6.25%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 KevinC73 | 0.53% | 1.53% | - |
 GreenbullInvest | 0.24% | 1.3% | - |
 ABN.NV | 0.09% | 6% | $1.51 |
 BNP.PA | 0.08% | 6.25% | $4.6 |
 TTE.PA | 0.06% | 6.23% | $3.06 |
 KO | 0.05% | 2.8% | $1.89 |
 SHEL | 0.03% | 4.24% | $2.7 |
 AI.PA | 0.02% | 1.81% | $2.91 |
 V | 0.02% | 0.64% | $2.01 |
 IAG.L | 0.02% | 2.07% | - |
 ACWI | 0.02% | 1.71% | - |
 WMT | 0.01% | 0.97% | $0.81 |
 MSFT | 0.01% | 0.71% | $3 |
 SAP.DE | 0.01% | 0.89% | $2.2 |
 GOOG | 0.01% | 0.47% | $0.2 |
 SDZNY | 0% | -0.83% | $-0.3 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 KGC (GreenbullInvest) | Ex-Dividend | May 29, 2025 | $0.03 |
 LR.PA (KevinC73) | Ex-Dividend | May 29, 2025 | $2.40 |
 0700.HK (KevinC73) | Pay Day | May 30, 2025 | $0.58 |
V | Pay Day | Jun 2, 2025 | $0.59 |
 MCD (GreenbullInvest) | Ex-Dividend | Jun 2, 2025 | $1.77 |
MCD (KevinC73) | Ex-Dividend | Jun 2, 2025 | $1.77 |
 NKE (KevinC73) | Ex-Dividend | Jun 2, 2025 | $0.40 |
V (KevinC73) | Pay Day | Jun 2, 2025 | $0.59 |
LR.PA (KevinC73) | Pay Day | Jun 2, 2025 | $2.40 |
 NEE (KevinC73) | Ex-Dividend | Jun 2, 2025 | $0.57 |
 02382.HK (KevinC73) | Ex-Dividend | Jun 5, 2025 | $0.07 |
 PEP (GreenbullInvest) | Ex-Dividend | Jun 6, 2025 | $1.42 |
GOOG | Ex-Dividend | Jun 9, 2025 | $0.21 |
GOOG (KevinC73) | Ex-Dividend | Jun 9, 2025 | $0.21 |
 JNJ (GreenbullInvest) | Pay Day | Jun 10, 2025 | $1.30 |
 CVX (KevinC73) | Pay Day | Jun 10, 2025 | $1.71 |
JNJ (KevinC73) | Pay Day | Jun 10, 2025 | $1.30 |
MSFT | Pay Day | Jun 12, 2025 | $0.83 |
MSFT (GreenbullInvest) | Pay Day | Jun 12, 2025 | $0.83 |
KGC (GreenbullInvest) | Pay Day | Jun 12, 2025 | $0.03 |
MSFT (KevinC73) | Pay Day | Jun 12, 2025 | $0.83 |
 BABA (KevinC73) | Ex-Dividend | Jun 12, 2025 | $0.95 |
KO | Ex-Dividend | Jun 13, 2025 | $0.51 |
KO (GreenbullInvest) | Ex-Dividend | Jun 13, 2025 | $0.51 |
 TMO (KevinC73) | Ex-Dividend | Jun 13, 2025 | $0.43 |
 BBOX.L (KevinC73) | Pay Day | Jun 13, 2025 | $0.03 |
GOOG | Pay Day | Jun 16, 2025 | $0.21 |
MCD (GreenbullInvest) | Pay Day | Jun 16, 2025 | $1.77 |
GOOG (KevinC73) | Pay Day | Jun 16, 2025 | $0.21 |
MCD (KevinC73) | Pay Day | Jun 16, 2025 | $1.77 |
NEE (KevinC73) | Pay Day | Jun 16, 2025 | $0.57 |
 SWKS (KevinC73) | Pay Day | Jun 17, 2025 | $0.70 |
TTE.PA | Ex-Dividend | Jun 19, 2025 | $0.88 |
 NEM (KevinC73) | Pay Day | Jun 20, 2025 | $0.25 |
SHEL | Pay Day | Jun 23, 2025 | $0.72 |
02382.HK (KevinC73) | Pay Day | Jun 27, 2025 | $0.07 |
PEP (GreenbullInvest) | Pay Day | Jun 30, 2025 | $1.42 |
KO | Pay Day | Jul 1, 2025 | $0.51 |
TTE.PA | Pay Day | Jul 1, 2025 | $0.88 |
KO (GreenbullInvest) | Pay Day | Jul 1, 2025 | $0.51 |
NKE (KevinC73) | Pay Day | Jul 1, 2025 | $0.40 |
 APD (KevinC73) | Ex-Dividend | Jul 1, 2025 | $1.79 |
BABA (KevinC73) | Pay Day | Jul 10, 2025 | $0.95 |
TMO (KevinC73) | Pay Day | Jul 15, 2025 | $0.43 |
APD (KevinC73) | Pay Day | Aug 11, 2025 | $1.79 |
WMT | Ex-Dividend | Aug 15, 2025 | $0.24 |
WMT (GreenbullInvest) | Ex-Dividend | Aug 15, 2025 | $0.24 |
WMT | Pay Day | Sep 2, 2025 | $0.24 |
WMT (GreenbullInvest) | Pay Day | Sep 2, 2025 | $0.24 |
ACWI | Pay Day | Dec 20, 2025 | $0.00 |
Performance Metrics
Score 4.2/10
Beta
1.11
1.11
0
0.8
1.2
0
2
Sharpe Ratio
0.43
0.43
0
0.5
1
1.5
1.5
Sortino Ratio
0.74
0.74
0
1
2
3
3
Jensen's Alpha
-0.78
-0.78
-2
0
2
4.5
4.5
Omega Ratio
1.02
1.02
0
1
1.5
2.5
2.5
Treynor Ratio
0.79
0.79
0
0.75
1.25
2
2
Information Ratio
0.02
0.02
0
0.3
0.6
1
1
Calmar Ratio
0.3
0.3
0
0.3
0.6
1
1
Beta
1.11
1.11
0
0.8
1.2
0
2
Sharpe Ratio
0.43
0.43
0
0.5
1
1.5
1.5
Sortino Ratio
0.74
0.74
0
1
2
3
3
Jensen's Alpha
-0.78
-0.78
-2
0
2
4.5
4.5
Omega Ratio
1.02
1.02
0
1
1.5
2.5
2.5
Treynor Ratio
0.79
0.79
0
0.75
1.25
2
2
Information Ratio
0.02
0.02
0
0.3
0.6
1
1
Calmar Ratio
0.3
0.3
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
28.66
High:
SAP.DE
53.58SAP.DELow:
SDZNY
-27,341.67SDZNYDetails
PEG Ratio
1,842.17
High:
KO
10,253.3KOLow:SAP.DE
26.3SAP.DEDetails
Price/Book
7.13
High:
V
18.79VLow:
WBD
0.7WBDDetails
Price/Sales
4.33
High:V
18.85VLow:
BNP.PA
0.56BNP.PADetails
Price/CF
19.05
High:KO
282.33KOLow:
IAG.L
2.97IAG.LDetails
Price/FCF
45.08
High:KO
272.99KOLow:IAG.L
5.55IAG.LDetails
P/E Ratio
28.66
High:SAP.DE
53.58SAP.DELow:SDZNY
-27,341.67SDZNYDetails
PEG Ratio
1,842.17
High:KO
10,253.3KOLow:SAP.DE
26.3SAP.DEDetails
Price/Book
7.13
High:V
18.79VLow:WBD
0.7WBDDetails
Price/Sales
4.33
High:V
18.85VLow:BNP.PA
0.56BNP.PADetails
Price/CF
19.05
High:KO
282.33KOLow:IAG.L
2.97IAG.LDetails
Price/FCF
45.08
High:KO
272.99KOLow:IAG.L
5.55IAG.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-36.96% | Nov 2021 | Mar 2024 | 28 |
-14.48% | Dec 2024 | - | 6 |
-8.41% | May 2021 | Oct 2021 | 5 |
-7.75% | Apr 2024 | Nov 2024 | 7 |