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-4.5%
This Month
+9.3%
Year To Date
+44.56%
2 Years
+86.1%
5 Years
+226.44%
10 Years
+22.84%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services26.15%
- 💻 Electronic Technology24.27%
- 👥 Copy Trading14.07%
- 💰 Finance8.4%
- 🧬 Health Technology6.25%
- 💇♀️ Consumer Services4.3%
- ⛏️ Energy Minerals4.03%
- 🛠️ Producer Manufacturing3.8%
- 🚚 Transportation3.36%
- 🛍️ Retail Trade2.94%
- 🍞 Consumer Non Durables1.54%
- 💼 Commercial Services0.55%
- 🚗 Consumer Durables0.15%
- 📡 Communications0.14%
- 💵 Cash0.06%
- 🏥 Health Services0.01%
- 🧪 Process Industries0%
- 🪨 Non Energy Minerals0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE51.6%
- 🇺🇸 Nasdaq38.41%
- 🇬🇧 LSE4.89%
- 🇩🇪 Xetra ETFs1.16%
- 🌍 Digital Currency0.86%
- 🇩🇪 FRA0.44%
- 🇭🇰 Hong Kong Exchanges0.31%
- 🇮🇹 Borsa Italiana0.3%
- 🇫🇷 Euronext Paris0.3%
- 🇳🇱 Euronext Amsterdam0.18%
- 🇪🇸 Bolsa De Madrid0.12%
- 🇨🇭 SIX0.1%
- 🇺🇸 Chicago Board Options Exchange0.06%
- 🇳🇴 Oslo Stock Exchange0.03%
- 🇫🇮 Helsinki Stock Exchange0.02%
- 🇦🇺 Sydney0.02%
- 🇧🇪 Euronext Brussels0.02%
- Tokyo Stock Exchange0.01%
- Abu Dhabi0%
- 🇺🇸 OTC Markets Stock Exchange0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States83.54%
- 🇬🇧 United Kingdom4.46%
- 🇨🇦 Canada3.91%
- 🇧🇷 Brazil1.03%
- 🇨🇳 China0.57%
- 🇩🇪 Germany0.44%
- 🇫🇷 France0.3%
- 🇳🇱 Netherlands0.24%
- 🇮🇱 Israel0.17%
- 🇨🇭 Switzerland0.16%
- 🇱🇺 Luxembourg0.16%
- 🇮🇹 Italy0.14%
- 🇪🇸 Spain0.12%
- 🇸🇬 Singapore0.08%
- 🇭🇰 Hong Kong0.05%
- 🇺🇾 Uruguay0.03%
- 🇳🇴 Norway0.03%
- 🇯🇵 Japan0.03%
- 🇩🇰 Denmark0.03%
- 🇫🇮 Finland0.02%
- 🇦🇺 Australia0.02%
- 🇧🇪 Belgium0.02%
- 🇹🇼 Taiwan0.02%
- 🇨🇿 Czech Republic0.01%
- 🇮🇳 India0.01%
Dividends
Dividend Yield
0.7%
27 out of 49 instruments pay dividend.
67 dividend payments in the next 30 days.
Highest Dividend: $T.US (4.85%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 XOM | 0.11% | 2.68% | $3.76 |
 GainersQtr | 0.11% | 1.33% | - |
 IAG.L | 0.06% | 1.66% | - |
 RTX | 0.06% | 1.54% | $2.44 |
 ICE | 0.05% | 1.41% | $1.77 |
 TGT | 0.05% | 3.68% | $4.42 |
 ABBV | 0.05% | 3% | $6.06 |
 YUM | 0.03% | 2% | $2.55 |
 GE | 0.03% | 0.48% | $0.44 |
 MSFT | 0.02% | 0.83% | $3 |
 RenewableEnergy | 0.02% | 1.1% | - |
 BN.US | 0.02% | 0.57% | $0.3 |
 LLY | 0.02% | 0.57% | $4.86 |
 META | 0.02% | 0.34% | $1 |
 YVinvest | 0.02% | 1.53% | - |
 Driverless | 0.01% | 0.43% | - |
 AAPL | 0.01% | 0.34% | $0.97 |
 DIS | 0.01% | 1.51% | $0.75 |
 T.US | 0.01% | 4.85% | $1.11 |
 NVDA | 0.01% | 0.13% | $0.02 |
 CRM | 0.01% | 0.9% | $0.4 |
 HLT | 0% | 0.18% | $0.6 |
 SN.L | 0% | 2.52% | $0.3 |
 MRVL | 0% | 0.08% | $0.24 |
 SOLS | 0% | -0.18% | - |
 SCCO | 0% | -1.86% | $-3.76 |
 GEV | -0.01% | -0.18% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
MSFT | Pay Day | Jun 11, 2026 | $0.91 |
RTX | Pay Day | Jun 11, 2026 | $0.73 |
CRM | Ex-Dividend | Jun 11, 2026 | $0.44 |
 01211.HK (Driverless) | Ex-Dividend | Jun 11, 2026 | $0.05 |
MSFT (YVinvest) | Pay Day | Jun 11, 2026 | $0.91 |
 BABA (YVinvest) | Ex-Dividend | Jun 11, 2026 | $1.05 |
MSFT (GainersQtr) | Pay Day | Jun 11, 2026 | $0.91 |
RTX (GainersQtr) | Pay Day | Jun 11, 2026 | $0.73 |
01211.HK (GainersQtr) | Ex-Dividend | Jun 11, 2026 | $0.05 |
 TSM (GainersQtr) | Ex-Dividend | Jun 11, 2026 | $0.95 |
YUM | Pay Day | Jun 12, 2026 | $0.75 |
 00175.HK (Driverless) | Ex-Dividend | Jun 12, 2026 | $0.06 |
 GPN (YVinvest) | Ex-Dividend | Jun 12, 2026 | $0.25 |
 PFE (GainersQtr) | Pay Day | Jun 12, 2026 | $0.43 |
 ALB (GainersQtr) | Ex-Dividend | Jun 12, 2026 | $0.41 |
 WMB (GainersQtr) | Ex-Dividend | Jun 12, 2026 | $0.53 |
 RKT.L (GainersQtr) | Pay Day | Jun 12, 2026 | $1.70 |
 BBOX.L (GainersQtr) | Pay Day | Jun 12, 2026 | $0.03 |
META | Ex-Dividend | Jun 15, 2026 | $0.53 |
ICE | Ex-Dividend | Jun 15, 2026 | $0.52 |
BN.US | Ex-Dividend | Jun 15, 2026 | $0.07 |
 EXC (RenewableEnergy) | Pay Day | Jun 15, 2026 | $0.42 |
 NEE (RenewableEnergy) | Pay Day | Jun 15, 2026 | $0.62 |
 VC (Driverless) | Pay Day | Jun 15, 2026 | $0.38 |
 BWA (Driverless) | Pay Day | Jun 15, 2026 | $0.17 |
 KO (YVinvest) | Ex-Dividend | Jun 15, 2026 | $0.53 |
 MO (YVinvest) | Ex-Dividend | Jun 15, 2026 | $1.06 |
 B (YVinvest) | Pay Day | Jun 15, 2026 | $0.17 |
 O (YVinvest) | Pay Day | Jun 15, 2026 | $0.27 |
 GOOG (GainersQtr) | Pay Day | Jun 15, 2026 | $0.22 |
META (GainersQtr) | Ex-Dividend | Jun 15, 2026 | $0.53 |
KO (GainersQtr) | Ex-Dividend | Jun 15, 2026 | $0.53 |
 DVN (GainersQtr) | Ex-Dividend | Jun 15, 2026 | $0.32 |
MO (GainersQtr) | Ex-Dividend | Jun 15, 2026 | $1.06 |
NEE (GainersQtr) | Pay Day | Jun 15, 2026 | $0.62 |
O (GainersQtr) | Pay Day | Jun 15, 2026 | $0.27 |
 GOOGL (GainersQtr) | Pay Day | Jun 15, 2026 | $0.22 |
 CVE (GainersQtr) | Ex-Dividend | Jun 15, 2026 | $0.16 |
 DOC (GainersQtr) | Ex-Dividend | Jun 15, 2026 | $0.10 |
GEV | Ex-Dividend | Jun 16, 2026 | -$0.50 |
 DUK (RenewableEnergy) | Pay Day | Jun 16, 2026 | $1.06 |
GEV (RenewableEnergy) | Ex-Dividend | Jun 16, 2026 | -$0.50 |
 MCD (GainersQtr) | Pay Day | Jun 16, 2026 | $1.86 |
DUK (GainersQtr) | Pay Day | Jun 16, 2026 | $1.06 |
 MSI (GainersQtr) | Ex-Dividend | Jun 17, 2026 | $1.21 |
 GM (Driverless) | Pay Day | Jun 18, 2026 | $0.18 |
 G24.DE (GainersQtr) | Ex-Dividend | Jun 18, 2026 | $1.73 |
 VST (RenewableEnergy) | Ex-Dividend | Jun 22, 2026 | $0.23 |
G24.DE (GainersQtr) | Pay Day | Jun 22, 2026 | $1.73 |
 VLO (YVinvest) | Pay Day | Jun 23, 2026 | $1.20 |
VLO (GainersQtr) | Pay Day | Jun 23, 2026 | $1.20 |
 BLK (GainersQtr) | Pay Day | Jun 23, 2026 | $5.73 |
 STM.US (GainersQtr) | Ex-Dividend | Jun 23, 2026 | $0.09 |
 HAL (GainersQtr) | Pay Day | Jun 24, 2026 | $0.17 |
 01093.HK (GainersQtr) | Ex-Dividend | Jun 24, 2026 | $0.02 |
 GFS (GainersQtr) | Ex-Dividend | Jun 24, 2026 | $0.12 |
META | Pay Day | Jun 25, 2026 | $0.53 |
 QCOM (Driverless) | Pay Day | Jun 25, 2026 | $0.92 |
 PYPL (YVinvest) | Pay Day | Jun 25, 2026 | $0.14 |
META (GainersQtr) | Pay Day | Jun 25, 2026 | $0.53 |
 SU (GainersQtr) | Pay Day | Jun 25, 2026 | $0.44 |
NVDA | Pay Day | Jun 26, 2026 | $0.25 |
NVDA (Driverless) | Pay Day | Jun 26, 2026 | $0.25 |
NVDA (YVinvest) | Pay Day | Jun 26, 2026 | $0.25 |
 ULVR.L (YVinvest) | Pay Day | Jun 26, 2026 | $0.55 |
GPN (YVinvest) | Pay Day | Jun 26, 2026 | $0.25 |
NVDA (GainersQtr) | Pay Day | Jun 26, 2026 | $0.25 |
 BP.L (GainersQtr) | Pay Day | Jun 26, 2026 | $0.08 |
 HSBA.L (GainersQtr) | Pay Day | Jun 26, 2026 | $0.10 |
 TSCO.L (GainersQtr) | Pay Day | Jun 26, 2026 | $0.13 |
DOC (GainersQtr) | Pay Day | Jun 26, 2026 | $0.10 |
WMB (GainersQtr) | Pay Day | Jun 29, 2026 | $0.53 |
 SHEL.L (GainersQtr) | Pay Day | Jun 29, 2026 | $0.39 |
DIS | Ex-Dividend | Jun 30, 2026 | $0.75 |
HLT | Pay Day | Jun 30, 2026 | $0.15 |
ICE | Pay Day | Jun 30, 2026 | $0.52 |
BN.US | Pay Day | Jun 30, 2026 | $0.07 |
 PEG (RenewableEnergy) | Pay Day | Jun 30, 2026 | $0.67 |
VST (RenewableEnergy) | Pay Day | Jun 30, 2026 | $0.23 |
DIS (YVinvest) | Ex-Dividend | Jun 30, 2026 | $0.75 |
 PEP (YVinvest) | Pay Day | Jun 30, 2026 | $1.48 |
PEP (GainersQtr) | Pay Day | Jun 30, 2026 | $1.48 |
 TTE.PA (GainersQtr) | Ex-Dividend | Jun 30, 2026 | $1.01 |
 DE (GainersQtr) | Ex-Dividend | Jun 30, 2026 | $1.62 |
 MDLZ (GainersQtr) | Ex-Dividend | Jun 30, 2026 | $0.50 |
DVN (GainersQtr) | Pay Day | Jun 30, 2026 | $0.32 |
 ALW.L (GainersQtr) | Pay Day | Jun 30, 2026 | $0.10 |
CVE (GainersQtr) | Pay Day | Jun 30, 2026 | $0.16 |
STM.US (GainersQtr) | Pay Day | Jun 30, 2026 | $0.09 |
 TRP (GainersQtr) | Ex-Dividend | Jun 30, 2026 | $0.65 |
 STN (GainersQtr) | Ex-Dividend | Jun 30, 2026 | $0.18 |
KO (YVinvest) | Pay Day | Jul 1, 2026 | $0.53 |
KO (GainersQtr) | Pay Day | Jul 1, 2026 | $0.53 |
ALB (GainersQtr) | Pay Day | Jul 1, 2026 | $0.41 |
CRM | Pay Day | Jul 2, 2026 | $0.44 |
TTE.PA (GainersQtr) | Pay Day | Jul 2, 2026 | $1.01 |
 CSCO (GainersQtr) | Ex-Dividend | Jul 6, 2026 | $0.42 |
 JPM (GainersQtr) | Ex-Dividend | Jul 6, 2026 | $1.50 |
 REP.MC (GainersQtr) | Ex-Dividend | Jul 6, 2026 | $0.59 |
REP.MC (GainersQtr) | Pay Day | Jul 8, 2026 | $0.59 |
 BATS.L (YVinvest) | Ex-Dividend | Jul 9, 2026 | $0.83 |
 LMP.L (GainersQtr) | Pay Day | Jul 9, 2026 | $0.04 |
 SLB (GainersQtr) | Pay Day | Jul 9, 2026 | $0.29 |
TSM (GainersQtr) | Pay Day | Jul 9, 2026 | $0.95 |
MO (YVinvest) | Pay Day | Jul 10, 2026 | $1.06 |
MO (GainersQtr) | Pay Day | Jul 10, 2026 | $1.06 |
 BTI (GainersQtr) | Ex-Dividend | Jul 10, 2026 | $0.83 |
BABA (YVinvest) | Pay Day | Jul 13, 2026 | $1.05 |
GEV | Pay Day | Jul 14, 2026 | -$0.50 |
GEV (RenewableEnergy) | Pay Day | Jul 14, 2026 | -$0.50 |
MDLZ (GainersQtr) | Pay Day | Jul 14, 2026 | $0.50 |
GFS (GainersQtr) | Pay Day | Jul 14, 2026 | $0.12 |
MSI (GainersQtr) | Pay Day | Jul 15, 2026 | $1.21 |
01093.HK (GainersQtr) | Pay Day | Jul 15, 2026 | $0.02 |
 OXY (GainersQtr) | Pay Day | Jul 15, 2026 | $0.26 |
STN (GainersQtr) | Pay Day | Jul 15, 2026 | $0.18 |
 EOG (GainersQtr) | Ex-Dividend | Jul 17, 2026 | $1.02 |
DIS | Pay Day | Jul 22, 2026 | $0.75 |
DIS (YVinvest) | Pay Day | Jul 22, 2026 | $0.75 |
CSCO (GainersQtr) | Pay Day | Jul 22, 2026 | $0.42 |
 RI.PA (GainersQtr) | Ex-Dividend | Jul 22, 2026 | $2.77 |
 SSE.L (RenewableEnergy) | Ex-Dividend | Jul 23, 2026 | $0.63 |
SSE.L (GainersQtr) | Ex-Dividend | Jul 23, 2026 | $0.63 |
RI.PA (GainersQtr) | Pay Day | Jul 24, 2026 | $2.77 |
00175.HK (Driverless) | Pay Day | Jul 30, 2026 | $0.06 |
 VOD (YVinvest) | Pay Day | Jul 30, 2026 | $0.28 |
01211.HK (Driverless) | Pay Day | Jul 31, 2026 | $0.05 |
JPM (GainersQtr) | Pay Day | Jul 31, 2026 | $1.50 |
EOG (GainersQtr) | Pay Day | Jul 31, 2026 | $1.02 |
01211.HK (GainersQtr) | Pay Day | Jul 31, 2026 | $0.05 |
TRP (GainersQtr) | Pay Day | Jul 31, 2026 | $0.65 |
DE (GainersQtr) | Pay Day | Aug 10, 2026 | $1.62 |
 EQNR.OL (GainersQtr) | Ex-Dividend | Aug 13, 2026 | $0.39 |
BATS.L (YVinvest) | Pay Day | Aug 14, 2026 | $0.83 |
 BG (GainersQtr) | Ex-Dividend | Aug 18, 2026 | $0.72 |
BTI (GainersQtr) | Pay Day | Aug 19, 2026 | $0.83 |
 WMT (YVinvest) | Ex-Dividend | Aug 21, 2026 | $0.25 |
EQNR.OL (GainersQtr) | Pay Day | Aug 27, 2026 | $0.39 |
BG (GainersQtr) | Pay Day | Sep 1, 2026 | $0.72 |
WMT (YVinvest) | Pay Day | Sep 8, 2026 | $0.25 |
SSE.L (RenewableEnergy) | Pay Day | Sep 17, 2026 | $0.63 |
SSE.L (GainersQtr) | Pay Day | Sep 17, 2026 | $0.63 |
Performance Metrics
Score 6.7/10
Beta
0.92
0.92
0
0.8
1.2
0
2
Sharpe Ratio
0.82
0.82
0
0.5
1
1.5
1.5
Sortino Ratio
1.45
1.45
0
1
2
3
3
Jensen's Alpha
5.21
5.21
-2
0
2
6
6
Omega Ratio
1.29
1.29
0
1
1.5
2.5
2.5
Treynor Ratio
1.6
1.6
0
0.75
1.25
2
2
Information Ratio
0.27
0.27
0
0.3
0.6
1
1
Calmar Ratio
0.53
0.53
0
0.3
0.6
1
1
Beta
0.92
0.92
0
0.8
1.2
0
2
Sharpe Ratio
0.82
0.82
0
0.5
1
1.5
1.5
Sortino Ratio
1.45
1.45
0
1
2
3
3
Jensen's Alpha
5.21
5.21
-2
0
2
6
6
Omega Ratio
1.29
1.29
0
1
1.5
2.5
2.5
Treynor Ratio
1.6
1.6
0
0.75
1.25
2
2
Information Ratio
0.27
0.27
0
0.3
0.6
1
1
Calmar Ratio
0.53
0.53
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
34.22
High:
DKNG
421.43DKNGLow:
CRWD
-3,814.8CRWDDetails
PEG Ratio
-308.14
High:HLT
1,696.7HLTLow:CRWD
-5,187.17CRWDDetails
Price/Book
11.21
High:
SNOW
43.63SNOWLow:
VGNT
-74.1VGNTDetails
Price/Sales
8.59
High:CRWD
36.4CRWDLow:
UA
0.46UADetails
Price/CF
22.8
High:
TSLA
79.58TSLALow:IAG.L
3.6IAG.LDetails
Price/FCF
46.3
High:XOM
456.41XOMLow:UA
8.14UADetails
P/E Ratio
34.22
High:DKNG
421.43DKNGLow:CRWD
-3,814.8CRWDDetails
PEG Ratio
-308.14
High:HLT
1,696.7HLTLow:CRWD
-5,187.17CRWDDetails
Price/Book
11.21
High:SNOW
43.63SNOWLow:VGNT
-74.1VGNTDetails
Price/Sales
8.59
High:CRWD
36.4CRWDLow:UA
0.46UADetails
Price/CF
22.8
High:TSLA
79.58TSLALow:IAG.L
3.6IAG.LDetails
Price/FCF
46.3
High:XOM
456.41XOMLow:UA
8.14UADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-37.19% | Nov 2021 | Feb 2024 | 27 |
-9% | Nov 2025 | May 2026 | 6 |
-8.58% | Feb 2025 | May 2025 | 3 |
-8.3% | May 2020 | Nov 2020 | 6 |
-4.5% | Jun 2026 | - | 1 |
-4.18% | Apr 2024 | May 2024 | 1 |
-4.12% | Sep 2021 | Oct 2021 | 1 |
-3.51% | Dec 2024 | Jan 2025 | 1 |
-3.1% | Jul 2024 | Sep 2024 | 2 |
-1.12% | Jul 2021 | Aug 2021 | 1 |
-1.12% | Jan 2021 | Feb 2021 | 1 |
-0.88% | May 2021 | Jun 2021 | 1 |
-0.12% | Aug 2025 | Sep 2025 | 1 |