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+0.91%
This Month
+14.52%
Year To Date
+19.65%
2 Years
+8.95%
5 Years
+19.21%
10 Years
+3.4%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash30.07%
- 👥 Copy Trading21.49%
- 🍞 Consumer Non Durables13.42%
- 💻 Electronic Technology9.07%
- 🛍️ Retail Trade5.08%
- 🧬 Health Technology4.52%
- 💼 Commercial Services3.99%
- 🏥 Health Services3.97%
- 📊 ETFs2.19%
- 🧪 Process Industries1.92%
- 🖥️ Technology Services1.1%
- 💰 Finance1.03%
- 🚗 Consumer Durables0.69%
- 🪙 Cryptocurrencies0.43%
- ⛏️ Energy Minerals0.01%
- 🪨 Non Energy Minerals0.01%
- 🛠️ Producer Manufacturing0.01%
- 🧩 Miscellaneous0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE27.28%
- 🇬🇧 LSE12.94%
- 🇫🇷 Euronext Paris10.11%
- 🇳🇱 Euronext Amsterdam9.07%
- 🌍 Digital Currency2.24%
- 🇺🇸 Nasdaq1.32%
- 🇩🇪 FRA0.7%
- 🇨🇭 SIX0.04%
- 🇺🇸 Chicago Board Options Exchange0.03%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States20.04%
- 🇫🇷 France10.11%
- 🇳🇱 Netherlands9.07%
- 🇨🇳 China6.18%
- 🇩🇪 Germany0.7%
- 🇨🇦 Canada0.14%
- 🇰🇿 Kazakhstan0.1%
- 🇬🇧 United Kingdom0.1%
- 🇦🇺 Australia0.07%
- 🇨🇭 Switzerland0.04%
- 🇧🇷 Brazil0.01%
Dividends
Dividend Yield
0.78%
24 out of 34 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $TRIG.L (10.42%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 KER.PA | 0.18% | 1.78% | $14 |
 MRK | 0.1% | 3.29% | $3.04 |
 PFE | 0.1% | 6.61% | $1.66 |
 CI | 0.07% | 2.28% | $5.26 |
 ASML.NV | 0.06% | 0.69% | $6.1 |
 GPN | 0.05% | 1.27% | $1 |
 EQR | 0.05% | 4.51% | $2.66 |
 EL | 0.04% | 1.33% | $2.64 |
 BABA | 0.03% | 0.65% | $0.98 |
 PAH3.DE | 0.03% | 4.71% | $2.56 |
 NuclearFuture | 0.03% | 1.43% | - |
 UNH | 0.02% | 2.64% | $7.74 |
 CE | 0.01% | 0.3% | $2.8 |
 TRIG.L | 0% | 10.42% | $0.07 |
 NESN.ZU | 0% | 3.87% | $3 |
 LIGHT.NV | 0% | 7.78% | $1.55 |
 BAS.DE | 0% | 5.13% | $3.4 |
 RHI | 0% | 8.81% | $2.02 |
 VET.US | 0% | 4.05% | $0.33 |
 KHC | 0% | 6.57% | $1.6 |
 BBOX.L | 0% | 5.34% | $0.07 |
 BHP | 0% | 3.69% | $3.01 |
 GGB | 0% | 2.95% | $0.22 |
 EOG | 0% | 3.56% | $5.06 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 DUK (NuclearFuture) | Pay Day | Dec 16, 2025 | $1.06 |
Performance Metrics
Score 2.7/10
Beta
0.83
0.83
0
0.8
1.2
0
2
Sharpe Ratio
0.09
0.09
0
0.5
1
1.5
1.5
Sortino Ratio
0.14
0.14
0
1
2
3
3
Jensen's Alpha
-9.1
-9.1
-10
0
2
4.5
4.5
Omega Ratio
0.45
0.45
0
1
1.5
2.5
2.5
Treynor Ratio
0.16
0.16
0
0.75
1.25
2
2
Information Ratio
-1.09
-1.09
-2
0.3
0.6
1
1
Calmar Ratio
0.08
0.08
0
0.3
0.6
1
1
Beta
0.83
0.83
0
0.8
1.2
0
2
Sharpe Ratio
0.09
0.09
0
0.5
1
1.5
1.5
Sortino Ratio
0.14
0.14
0
1
2
3
3
Jensen's Alpha
-9.1
-9.1
-10
0
2
4.5
4.5
Omega Ratio
0.45
0.45
0
1
1.5
2.5
2.5
Treynor Ratio
0.16
0.16
0
0.75
1.25
2
2
Information Ratio
-1.09
-1.09
-2
0.3
0.6
1
1
Calmar Ratio
0.08
0.08
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
27.94
High:
BAS.DE
142.96BAS.DELow:
EL
-40.7ELDetails
PEG Ratio
55.75
High:
BHP
116.82BHPLow:
VET.US
-11.66VET.USDetails
Price/Book
4.36
High:
ASML.NV
19.42ASML.NVLow:
PAH3.DE
0.35PAH3.DEDetails
Price/Sales
2.81
High:
TRIG.L
12.85TRIG.LLow:
CI
0.26CIDetails
Price/CF
18.88
High:ASML.NV
29.19ASML.NVLow:VET.US
1.67VET.USDetails
Price/FCF
38.3
High:
RHI
1,187.77RHILow:
CE
4.92CEDetails
P/E Ratio
27.94
High:BAS.DE
142.96BAS.DELow:EL
-40.7ELDetails
PEG Ratio
55.75
High:BHP
116.82BHPLow:VET.US
-11.66VET.USDetails
Price/Book
4.36
High:ASML.NV
19.42ASML.NVLow:PAH3.DE
0.35PAH3.DEDetails
Price/Sales
2.81
High:TRIG.L
12.85TRIG.LLow:CI
0.26CIDetails
Price/CF
18.88
High:ASML.NV
29.19ASML.NVLow:VET.US
1.67VET.USDetails
Price/FCF
38.3
High:RHI
1,187.77RHILow:CE
4.92CEDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-38.55% | Jul 2021 | Oct 2025 | 51 |
-1.79% | Mar 2021 | Apr 2021 | 1 |
-0.73% | May 2021 | Jun 2021 | 1 |
-0.19% | Nov 2025 | Dec 2025 | 1 |
-0.17% | Oct 2020 | Nov 2020 | 1 |
-0.01% | Aug 2020 | Sep 2020 | 1 |