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+0.96%
This Month
+8.29%
Year To Date
+64.79%
2 Years
+94.07%
5 Years
+94.07%
10 Years
+19.82%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🧩 Miscellaneous54.81%
- 👥 Copy Trading23.84%
- 📊 ETFs20.94%
- 💵 Cash0.47%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE55.58%
- 🇺🇸 Nasdaq31.25%
- 🇺🇸 NYSE8.9%
- 🇩🇪 FRA1.77%
- 🇪🇸 Bolsa De Madrid1.29%
- 🇫🇷 Euronext Paris0.67%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States17.88%
- 🇩🇪 Germany1.77%
- 🇪🇸 Spain1.29%
- 🇮🇱 Israel0.94%
- 🇬🇧 United Kingdom0.77%
- 🇫🇷 France0.67%
- 🇨🇳 China0.4%
Dividends
Dividend Yield
0.27%
1 out of 3 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: RenewableEnergy (1.14%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 RenewableEnergy | 0.27% | 1.14% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 LNT (RenewableEnergy) | Pay Day | May 15, 2026 | $0.54 |
 SO (RenewableEnergy) | Ex-Dividend | May 18, 2026 | $0.76 |
 IBE.MC (RenewableEnergy) | Ex-Dividend | May 28, 2026 | $0.01 |
IBE.MC (RenewableEnergy) | Pay Day | Jun 1, 2026 | $0.01 |
 ETR (RenewableEnergy) | Pay Day | Jun 1, 2026 | $0.64 |
 EXC (RenewableEnergy) | Ex-Dividend | Jun 4, 2026 | $0.42 |
SO (RenewableEnergy) | Pay Day | Jun 8, 2026 | $0.76 |
 PEG (RenewableEnergy) | Ex-Dividend | Jun 9, 2026 | $0.67 |
 AEP (RenewableEnergy) | Pay Day | Jun 10, 2026 | $0.95 |
EXC (RenewableEnergy) | Pay Day | Jun 15, 2026 | $0.42 |
 VST (RenewableEnergy) | Ex-Dividend | Jun 22, 2026 | $0.23 |
PEG (RenewableEnergy) | Pay Day | Jun 30, 2026 | $0.67 |
VST (RenewableEnergy) | Pay Day | Jun 30, 2026 | $0.23 |
Performance Metrics
Score 4.5/10
Beta
2.04
2.04
0
0.8
1.2
0
3
Sharpe Ratio
0.46
0.46
0
0.5
1
1.5
1.5
Sortino Ratio
0.76
0.76
0
1
2
3
3
Jensen's Alpha
0.31
0.31
-2
0
2
4.5
4.5
Omega Ratio
1.31
1.31
0
1
1.5
2.5
2.5
Treynor Ratio
0.78
0.78
0
0.75
1.25
2
2
Information Ratio
0.3
0.3
0
0.3
0.6
1
1
Calmar Ratio
0.32
0.32
0
0.3
0.6
1
1
Beta
2.04
2.04
0
0.8
1.2
0
3
Sharpe Ratio
0.46
0.46
0
0.5
1
1.5
1.5
Sortino Ratio
0.76
0.76
0
1
2
3
3
Jensen's Alpha
0.31
0.31
-2
0
2
4.5
4.5
Omega Ratio
1.31
1.31
0
1
1.5
2.5
2.5
Treynor Ratio
0.78
0.78
0
0.75
1.25
2
2
Information Ratio
0.3
0.3
0
0.3
0.6
1
1
Calmar Ratio
0.32
0.32
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
N/A
Details
PEG Ratio
N/A
Details
Price/Book
N/A
Details
Price/Sales
N/A
Details
Price/CF
N/A
Details
Price/FCF
N/A
Details
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-49.36% | Aug 2022 | Jun 2023 | 10 |
-24.26% | Jun 2022 | Jul 2022 | 1 |
-16.21% | Jul 2023 | Sep 2024 | 14 |
-9.92% | Oct 2024 | May 2025 | 7 |
-4.98% | Mar 2026 | Apr 2026 | 1 |
-2.48% | Nov 2025 | Jan 2026 | 2 |