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-3.97%
This Month
+10.1%
Year To Date
+16.28%
2 Years
-31.56%
5 Years
+9.5%
10 Years
+1.59%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading17.57%
- 🖥️ Technology Services16.91%
- 🪙 Cryptocurrencies15.15%
- ⛏️ Energy Minerals9.05%
- 🏥 Health Services7.93%
- 💻 Electronic Technology5.86%
- 🚚 Transportation5.3%
- 🚗 Consumer Durables4.82%
- 🛍️ Retail Trade4.79%
- 🧪 Process Industries3.99%
- 🍞 Consumer Non Durables3.8%
- 💰 Finance2.5%
- 💵 Cash1.45%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE35.23%
- 🇺🇸 Nasdaq29.31%
- 🌍 Digital Currency15.15%
- 🇬🇧 LSE8.87%
- 🇨🇭 SIX3.8%
- 🇩🇪 FRA2.12%
- 🇭🇰 Hong Kong Exchanges0.43%
- 🇳🇱 Euronext Amsterdam0.16%
- 🇩🇰 Copenhagen Stock Exchange0.08%
- Regular Trading Hours - RTH0.04%
- 🇸🇪 Stockholm Stock Exchange0.04%
- 🇫🇷 Euronext Paris0.04%
- 🇳🇴 Oslo Stock Exchange0.04%
- 🇪🇸 Bolsa De Madrid0.02%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States62.52%
- 🇬🇧 United Kingdom8.92%
- 🇨🇭 Switzerland3.8%
- 🇩🇪 Germany2.05%
- 🇨🇳 China0.88%
- 🇷🇺 Russia0.66%
- 🇰🇷 South Korea0.63%
- 🇧🇷 Brazil0.18%
- 🇳🇱 Netherlands0.16%
- 🇩🇰 Denmark0.08%
- 🇦🇹 Austria0.07%
- 🇰🇿 Kazakhstan0.06%
- 🇸🇪 Sweden0.04%
- 🇫🇷 France0.04%
- 🇳🇴 Norway0.04%
- 🇪🇸 Spain0.02%
Dividends
Dividend Yield
20.48%
13 out of 27 instruments pay dividend.
20 dividend payments in the next 30 days.
Highest Dividend: $WDI.DE (2352.94%)
Dividend Yield Breakdown
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 GOOGL (Smudliczek) | Ex-Dividend | Jun 8, 2026 | $0.22 |
 CDW | Pay Day | Jun 10, 2026 | $0.63 |
 VFC (mick_repo) | Ex-Dividend | Jun 10, 2026 | $0.09 |
 MSFT | Pay Day | Jun 11, 2026 | $0.91 |
MSFT (Smudliczek) | Pay Day | Jun 11, 2026 | $0.91 |
 RTX (Smudliczek) | Pay Day | Jun 11, 2026 | $0.73 |
 BABA (Smudliczek) | Ex-Dividend | Jun 11, 2026 | $1.05 |
 AMAT (Smudliczek) | Pay Day | Jun 11, 2026 | $0.53 |
 01211.HK (Smudliczek) | Ex-Dividend | Jun 11, 2026 | $0.05 |
 RKT.L (mick_repo) | Pay Day | Jun 12, 2026 | $1.70 |
 KOP | Pay Day | Jun 15, 2026 | $0.09 |
 MO (Smudliczek) | Ex-Dividend | Jun 15, 2026 | $1.06 |
GOOGL (Smudliczek) | Pay Day | Jun 15, 2026 | $0.22 |
 MSI | Ex-Dividend | Jun 17, 2026 | $1.21 |
 NOC (Smudliczek) | Pay Day | Jun 17, 2026 | $2.47 |
 PSN.L | Ex-Dividend | Jun 18, 2026 | $0.54 |
VFC (mick_repo) | Pay Day | Jun 18, 2026 | $0.09 |
PSN.L (mick_repo) | Ex-Dividend | Jun 18, 2026 | $0.54 |
 LIN (Smudliczek) | Pay Day | Jun 18, 2026 | $1.60 |
 J (Smudliczek) | Pay Day | Jun 19, 2026 | $0.36 |
 D (Smudliczek) | Pay Day | Jun 20, 2026 | $0.67 |
 VST (Smudliczek) | Ex-Dividend | Jun 22, 2026 | $0.23 |
 VLO (Smudliczek) | Pay Day | Jun 23, 2026 | $1.20 |
 PYPL (Smudliczek) | Pay Day | Jun 25, 2026 | $0.14 |
 UL.US (mick_repo) | Pay Day | Jun 26, 2026 | $0.55 |
 LMT (Smudliczek) | Pay Day | Jun 26, 2026 | $3.45 |
 PEP (mick_repo) | Pay Day | Jun 30, 2026 | $1.48 |
PEP (Smudliczek) | Pay Day | Jun 30, 2026 | $1.48 |
 DE (Smudliczek) | Ex-Dividend | Jun 30, 2026 | $1.62 |
VST (Smudliczek) | Pay Day | Jun 30, 2026 | $0.23 |
 IDR.MC (Smudliczek) | Ex-Dividend | Jul 7, 2026 | $0.35 |
 GSK (mick_repo) | Pay Day | Jul 9, 2026 | $0.46 |
IDR.MC (Smudliczek) | Pay Day | Jul 9, 2026 | $0.35 |
PSN.L | Pay Day | Jul 10, 2026 | $0.54 |
PSN.L (mick_repo) | Pay Day | Jul 10, 2026 | $0.54 |
MO (Smudliczek) | Pay Day | Jul 10, 2026 | $1.06 |
BABA (Smudliczek) | Pay Day | Jul 13, 2026 | $1.05 |
MSI | Pay Day | Jul 15, 2026 | $1.21 |
 LOW | Ex-Dividend | Jul 22, 2026 | $1.25 |
01211.HK (Smudliczek) | Pay Day | Jul 31, 2026 | $0.05 |
LOW | Pay Day | Aug 5, 2026 | $1.25 |
DE (Smudliczek) | Pay Day | Aug 10, 2026 | $1.62 |
Performance Metrics
Score 2.5/10
Beta
1.26
1.26
0
0.8
1.2
0
2
Sharpe Ratio
0.07
0.07
0
0.5
1
1.5
1.5
Sortino Ratio
0.11
0.11
0
1
2
3
3
Jensen's Alpha
-13.78
-13.78
-14
0
2
4.5
4.5
Omega Ratio
0.65
0.65
0
1
1.5
2.5
2.5
Treynor Ratio
0.14
0.14
0
0.75
1.25
2
2
Information Ratio
-0.54
-0.54
-1
0.3
0.6
1
1
Calmar Ratio
0.02
0.02
0
0.3
0.6
1
1
Beta
1.26
1.26
0
0.8
1.2
0
2
Sharpe Ratio
0.07
0.07
0
0.5
1
1.5
1.5
Sortino Ratio
0.11
0.11
0
1
2
3
3
Jensen's Alpha
-13.78
-13.78
-14
0
2
4.5
4.5
Omega Ratio
0.65
0.65
0
1
1.5
2.5
2.5
Treynor Ratio
0.14
0.14
0
0.75
1.25
2
2
Information Ratio
-0.54
-0.54
-1
0.3
0.6
1
1
Calmar Ratio
0.02
0.02
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
25.58
High:
ALK
79.79ALKLow:
CHRD
-123.89CHRDDetails
PEG Ratio
404.65
High:MSI
1,304.62MSILow:
HTZ
-3HTZDetails
Price/Book
6.6
High:MSI
26.83MSILow:LOW
-12.56LOWDetails
Price/Sales
3.14
High:MSFT
10.01MSFTLow:
WDI.DE
0.03WDI.DEDetails
Price/CF
14.49
High:PSN.L
153.98PSN.LLow:
ATADL.L
0.14ATADL.LDetails
Price/FCF
42.58
High:PSN.L
260.93PSN.LLow:HTZ
0.31HTZDetails
P/E Ratio
25.58
High:ALK
79.79ALKLow:CHRD
-123.89CHRDDetails
PEG Ratio
404.65
High:MSI
1,304.62MSILow:HTZ
-3HTZDetails
Price/Book
6.6
High:MSI
26.83MSILow:LOW
-12.56LOWDetails
Price/Sales
3.14
High:MSFT
10.01MSFTLow:WDI.DE
0.03WDI.DEDetails
Price/CF
14.49
High:PSN.L
153.98PSN.LLow:ATADL.L
0.14ATADL.LDetails
Price/FCF
42.58
High:PSN.L
260.93PSN.LLow:HTZ
0.31HTZDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-51.59% | Jul 2021 | - | 60 |
-16.58% | Jul 2020 | Nov 2020 | 4 |
-0.8% | Apr 2021 | May 2021 | 1 |