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+8.33%
This Month
+1.53%
Year To Date
+50.27%
2 Years
+76.04%
5 Years
+203.24%
10 Years
+21.98%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services23.12%
- 💻 Electronic Technology22.16%
- 👥 Copy Trading14.87%
- 💰 Finance10.03%
- 🧬 Health Technology5.88%
- 💇♀️ Consumer Services4.69%
- 🛠️ Producer Manufacturing4.51%
- ⛏️ Energy Minerals4.25%
- 🚚 Transportation3.6%
- 🛍️ Retail Trade3.23%
- 🍞 Consumer Non Durables1.91%
- 💵 Cash1%
- 💼 Commercial Services0.63%
- 📡 Communications0.18%
- 🚗 Consumer Durables0.17%
- ❓ Other0.01%
- 🏥 Health Services0.01%
- 🧪 Process Industries0%
- 🪨 Non Energy Minerals0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE51.73%
- 🇺🇸 Nasdaq36.4%
- 🇬🇧 LSE5.04%
- 🇩🇪 Xetra ETFs1.14%
- 🌍 Digital Currency0.99%
- 🇩🇪 FRA0.45%
- 🇭🇰 Hong Kong Exchanges0.41%
- 🇫🇷 Euronext Paris0.34%
- 🇮🇹 Borsa Italiana0.31%
- 🇳🇱 Euronext Amsterdam0.16%
- 🇪🇸 Bolsa De Madrid0.12%
- 🇨🇭 SIX0.09%
- 🇳🇴 Oslo Stock Exchange0.07%
- 🇺🇸 Chicago Board Options Exchange0.06%
- 🌍 Commodity0.04%
- 🇦🇺 Sydney0.02%
- 🇩🇰 Copenhagen Stock Exchange0.01%
- 🇧🇪 Euronext Brussels0.01%
- Abu Dhabi0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States80.44%
- 🇬🇧 United Kingdom4.86%
- 🇨🇦 Canada4.38%
- 🇰🇾 Cayman Islands1.4%
- 🇨🇳 China0.84%
- 🇩🇪 Germany0.45%
- 🇫🇷 France0.34%
- 🇳🇱 Netherlands0.26%
- 🇱🇺 Luxembourg0.16%
- 🇮🇹 Italy0.15%
- 🇨🇭 Switzerland0.14%
- 🇮🇱 Israel0.14%
- 🇪🇸 Spain0.13%
- 🇭🇰 Hong Kong0.07%
- 🇳🇴 Norway0.07%
- 🇸🇬 Singapore0.05%
- 🇯🇵 Japan0.04%
- 🇩🇰 Denmark0.04%
- 🇺🇾 Uruguay0.03%
- 🇦🇺 Australia0.02%
- 🇮🇳 India0.01%
- 🇨🇿 Czech Republic0.01%
- 🇧🇪 Belgium0.01%
- 🇧🇷 Brazil0%
Dividends
Dividend Yield
0.77%
27 out of 48 instruments pay dividend.
43 dividend payments in the next 30 days.
Highest Dividend: $T (4.24%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 GainersQtr | 0.12% | 1.41% | - |
 XOM | 0.12% | 2.73% | $3.76 |
 IAG.L | 0.08% | 2.12% | - |
 RTX | 0.06% | 1.39% | $2.44 |
 ICE | 0.06% | 1.22% | $1.77 |
 TGT | 0.05% | 3.51% | $4.42 |
 ABBV | 0.05% | 3.3% | $6.06 |
 YUM | 0.03% | 1.78% | $2.55 |
 GE | 0.03% | 0.51% | $0.44 |
 MSFT | 0.03% | 0.85% | $3 |
 RenewableEnergy | 0.02% | 1.23% | - |
 META | 0.02% | 0.31% | $1 |
 BN.US | 0.02% | 0.54% | $0.3 |
 LLY | 0.02% | 0.68% | $4.86 |
 YVinvest | 0.02% | 1.44% | - |
 Driverless | 0.01% | 0.58% | - |
 AAPL | 0.01% | 0.38% | $0.97 |
 DIS | 0.01% | 1.41% | $0.75 |
 T | 0.01% | 4.24% | $1.11 |
 CRM | 0.01% | 0.9% | $0.4 |
 HLT | 0% | 0.18% | $0.6 |
 SN.L | 0% | 2.32% | $0.3 |
 MRVL | 0% | 0.16% | $0.24 |
 NVDA | 0% | 0.02% | $0.02 |
 SOLS | 0% | -0.09% | - |
 SCCO | 0% | -1.75% | $-3.76 |
 GEV | -0.01% | -0.15% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
GE | Pay Day | Apr 27, 2026 | $0.47 |
GE (YVinvest) | Pay Day | Apr 27, 2026 | $0.47 |
 AENA.MC (GainersQtr) | Pay Day | Apr 27, 2026 | $1.29 |
 MC.PA (YVinvest) | Ex-Dividend | Apr 28, 2026 | $8.60 |
MC.PA (GainersQtr) | Ex-Dividend | Apr 28, 2026 | $8.60 |
 JD.US (YVinvest) | Pay Day | Apr 29, 2026 | $1.00 |
JD.US (GainersQtr) | Pay Day | Apr 29, 2026 | $1.00 |
MRVL | Pay Day | Apr 30, 2026 | $0.06 |
 LNT (RenewableEnergy) | Ex-Dividend | Apr 30, 2026 | $0.54 |
MRVL (Driverless) | Pay Day | Apr 30, 2026 | $0.06 |
MC.PA (YVinvest) | Pay Day | Apr 30, 2026 | $8.60 |
 MO (YVinvest) | Pay Day | Apr 30, 2026 | $1.06 |
 O (YVinvest) | Ex-Dividend | Apr 30, 2026 | $0.27 |
MC.PA (GainersQtr) | Pay Day | Apr 30, 2026 | $8.60 |
 EOG (GainersQtr) | Pay Day | Apr 30, 2026 | $1.02 |
MO (GainersQtr) | Pay Day | Apr 30, 2026 | $1.06 |
 TRGP (GainersQtr) | Ex-Dividend | Apr 30, 2026 | $1.25 |
 EME (GainersQtr) | Pay Day | Apr 30, 2026 | $0.40 |
 HSBA.L (GainersQtr) | Pay Day | Apr 30, 2026 | $0.45 |
 DNB.OL (GainersQtr) | Pay Day | Apr 30, 2026 | $1.87 |
 IGG.L (GainersQtr) | Ex-Dividend | Apr 30, 2026 | $0.37 |
 GRG.L (GainersQtr) | Ex-Dividend | Apr 30, 2026 | $0.67 |
O (GainersQtr) | Ex-Dividend | Apr 30, 2026 | $0.27 |
MRVL (GainersQtr) | Pay Day | Apr 30, 2026 | $0.06 |
 TRP (GainersQtr) | Pay Day | Apr 30, 2026 | $0.65 |
T | Pay Day | May 1, 2026 | $0.28 |
 ETR (RenewableEnergy) | Ex-Dividend | May 1, 2026 | $0.64 |
T (YVinvest) | Pay Day | May 1, 2026 | $0.28 |
 VZ (GainersQtr) | Pay Day | May 1, 2026 | $0.71 |
 GIS (GainersQtr) | Pay Day | May 1, 2026 | $0.61 |
 BMY (GainersQtr) | Pay Day | May 1, 2026 | $0.63 |
 BAS.DE (GainersQtr) | Ex-Dividend | May 4, 2026 | $2.62 |
 TXN (Driverless) | Ex-Dividend | May 5, 2026 | $1.42 |
 SAN.PA (GainersQtr) | Ex-Dividend | May 5, 2026 | $4.84 |
 NWG.L (GainersQtr) | Pay Day | May 5, 2026 | $0.31 |
 IMCD.NV (GainersQtr) | Ex-Dividend | May 5, 2026 | $2.14 |
 EQT (YVinvest) | Ex-Dividend | May 6, 2026 | $0.17 |
BAS.DE (GainersQtr) | Pay Day | May 6, 2026 | $2.62 |
 SAP.DE (GainersQtr) | Ex-Dividend | May 6, 2026 | $2.95 |
EQT (GainersQtr) | Ex-Dividend | May 6, 2026 | $0.17 |
SAN.PA (GainersQtr) | Pay Day | May 7, 2026 | $4.84 |
 WMT (YVinvest) | Ex-Dividend | May 8, 2026 | $0.25 |
 MA (GainersQtr) | Pay Day | May 8, 2026 | $0.87 |
SAP.DE (GainersQtr) | Pay Day | May 8, 2026 | $2.95 |
 RNO.PA (GainersQtr) | Ex-Dividend | May 8, 2026 | $2.60 |
 PHP.L (GainersQtr) | Pay Day | May 8, 2026 | $0.02 |
IMCD.NV (GainersQtr) | Pay Day | May 8, 2026 | $2.14 |
RNO.PA (GainersQtr) | Pay Day | May 12, 2026 | $2.60 |
TGT | Ex-Dividend | May 13, 2026 | $1.14 |
 EQNR.OL (GainersQtr) | Ex-Dividend | May 13, 2026 | $0.39 |
 CNA.L (GainersQtr) | Pay Day | May 14, 2026 | $0.05 |
 TSCO.L (GainersQtr) | Ex-Dividend | May 14, 2026 | $0.13 |
ABBV | Pay Day | May 15, 2026 | $1.73 |
LNT (RenewableEnergy) | Pay Day | May 15, 2026 | $0.54 |
 PG (YVinvest) | Pay Day | May 15, 2026 | $1.09 |
 AMGN (YVinvest) | Ex-Dividend | May 15, 2026 | $2.52 |
 0700.HK (YVinvest) | Ex-Dividend | May 15, 2026 | $0.68 |
O (YVinvest) | Pay Day | May 15, 2026 | $0.27 |
PG (GainersQtr) | Pay Day | May 15, 2026 | $1.09 |
TRGP (GainersQtr) | Pay Day | May 15, 2026 | $1.25 |
0700.HK (GainersQtr) | Ex-Dividend | May 15, 2026 | $0.68 |
O (GainersQtr) | Pay Day | May 15, 2026 | $0.27 |
 AI.PA (GainersQtr) | Ex-Dividend | May 18, 2026 | $4.35 |
 ISP.MI (GainersQtr) | Ex-Dividend | May 18, 2026 | $2.25 |
 TEN.MI (GainersQtr) | Ex-Dividend | May 18, 2026 | $0.60 |
 PSX (GainersQtr) | Ex-Dividend | May 18, 2026 | $1.27 |
 WBD.MI (GainersQtr) | Ex-Dividend | May 18, 2026 | $0.09 |
 DOC (GainersQtr) | Ex-Dividend | May 18, 2026 | $0.10 |
TXN (Driverless) | Pay Day | May 19, 2026 | $1.42 |
AI.PA (GainersQtr) | Pay Day | May 20, 2026 | $4.35 |
ISP.MI (GainersQtr) | Pay Day | May 20, 2026 | $2.25 |
TEN.MI (GainersQtr) | Pay Day | May 20, 2026 | $0.60 |
WBD.MI (GainersQtr) | Pay Day | May 20, 2026 | $0.09 |
MSFT | Ex-Dividend | May 21, 2026 | $0.91 |
MSFT (YVinvest) | Ex-Dividend | May 21, 2026 | $0.91 |
MSFT (GainersQtr) | Ex-Dividend | May 21, 2026 | $0.91 |
 CNH.US (GainersQtr) | Ex-Dividend | May 21, 2026 | $0.10 |
 JNJ (YVinvest) | Ex-Dividend | May 26, 2026 | $1.34 |
WMT (YVinvest) | Pay Day | May 26, 2026 | $0.25 |
JNJ (GainersQtr) | Ex-Dividend | May 26, 2026 | $1.34 |
SN.L | Pay Day | May 27, 2026 | $0.24 |
 GAW.L (GainersQtr) | Pay Day | May 27, 2026 | $1.48 |
EQNR.OL (GainersQtr) | Pay Day | May 27, 2026 | $0.39 |
 DLO (GainersQtr) | Ex-Dividend | May 27, 2026 | $0.19 |
 IBE.MC (RenewableEnergy) | Ex-Dividend | May 28, 2026 | $0.01 |
CNH.US (GainersQtr) | Pay Day | May 29, 2026 | $0.10 |
GRG.L (GainersQtr) | Pay Day | May 29, 2026 | $0.67 |
DOC (GainersQtr) | Pay Day | May 29, 2026 | $0.10 |
TGT | Pay Day | Jun 1, 2026 | $1.14 |
IBE.MC (RenewableEnergy) | Pay Day | Jun 1, 2026 | $0.01 |
ETR (RenewableEnergy) | Pay Day | Jun 1, 2026 | $0.64 |
0700.HK (YVinvest) | Pay Day | Jun 1, 2026 | $0.68 |
EQT (YVinvest) | Pay Day | Jun 1, 2026 | $0.17 |
PSX (GainersQtr) | Pay Day | Jun 1, 2026 | $1.27 |
0700.HK (GainersQtr) | Pay Day | Jun 1, 2026 | $0.68 |
EQT (GainersQtr) | Pay Day | Jun 1, 2026 | $0.17 |
 RR.L (GainersQtr) | Pay Day | Jun 3, 2026 | $0.07 |
 QCOM (Driverless) | Ex-Dividend | Jun 4, 2026 | $0.92 |
QCOM (GainersQtr) | Ex-Dividend | Jun 4, 2026 | $0.92 |
 DGE.L (GainersQtr) | Pay Day | Jun 4, 2026 | $0.20 |
 BA.L (GainersQtr) | Pay Day | Jun 4, 2026 | $0.31 |
 DEO (GainersQtr) | Pay Day | Jun 4, 2026 | $0.80 |
AMGN (YVinvest) | Pay Day | Jun 5, 2026 | $2.52 |
IGG.L (GainersQtr) | Pay Day | Jun 8, 2026 | $0.37 |
JNJ (YVinvest) | Pay Day | Jun 9, 2026 | $1.34 |
JNJ (GainersQtr) | Pay Day | Jun 9, 2026 | $1.34 |
DLO (GainersQtr) | Pay Day | Jun 10, 2026 | $0.19 |
MSFT | Pay Day | Jun 11, 2026 | $0.91 |
MSFT (YVinvest) | Pay Day | Jun 11, 2026 | $0.91 |
MSFT (GainersQtr) | Pay Day | Jun 11, 2026 | $0.91 |
 00175.HK (Driverless) | Ex-Dividend | Jun 12, 2026 | $0.06 |
 RKT.L (GainersQtr) | Pay Day | Jun 12, 2026 | $1.70 |
ICE | Ex-Dividend | Jun 15, 2026 | $0.52 |
 G24.DE (GainersQtr) | Ex-Dividend | Jun 18, 2026 | $1.73 |
G24.DE (GainersQtr) | Pay Day | Jun 22, 2026 | $1.73 |
 STM.US (GainersQtr) | Ex-Dividend | Jun 23, 2026 | $0.09 |
QCOM (Driverless) | Pay Day | Jun 25, 2026 | $0.92 |
QCOM (GainersQtr) | Pay Day | Jun 25, 2026 | $0.92 |
TSCO.L (GainersQtr) | Pay Day | Jun 26, 2026 | $0.13 |
DIS | Ex-Dividend | Jun 30, 2026 | $0.75 |
ICE | Pay Day | Jun 30, 2026 | $0.52 |
DIS (YVinvest) | Ex-Dividend | Jun 30, 2026 | $0.75 |
 TTE.PA (GainersQtr) | Ex-Dividend | Jun 30, 2026 | $1.01 |
 2628.HK (GainersQtr) | Ex-Dividend | Jun 30, 2026 | $0.09 |
STM.US (GainersQtr) | Pay Day | Jun 30, 2026 | $0.09 |
TTE.PA (GainersQtr) | Pay Day | Jul 2, 2026 | $1.01 |
 BATS.L (YVinvest) | Ex-Dividend | Jul 9, 2026 | $0.83 |
 BTI (GainersQtr) | Ex-Dividend | Jul 10, 2026 | $0.83 |
DIS | Pay Day | Jul 22, 2026 | $0.75 |
DIS (YVinvest) | Pay Day | Jul 22, 2026 | $0.75 |
 RI.PA (GainersQtr) | Ex-Dividend | Jul 22, 2026 | $2.77 |
RI.PA (GainersQtr) | Pay Day | Jul 24, 2026 | $2.77 |
00175.HK (Driverless) | Pay Day | Jul 30, 2026 | $0.06 |
BATS.L (YVinvest) | Pay Day | Aug 14, 2026 | $0.83 |
BTI (GainersQtr) | Pay Day | Aug 19, 2026 | $0.83 |
2628.HK (GainersQtr) | Pay Day | Aug 20, 2026 | $0.09 |
Performance Metrics
Score 6.6/10
Beta
0.93
0.93
0
0.8
1.2
0
2
Sharpe Ratio
0.77
0.77
0
0.5
1
1.5
1.5
Sortino Ratio
1.36
1.36
0
1
2
3
3
Jensen's Alpha
5.43
5.43
-2
0
2
6
6
Omega Ratio
1.33
1.33
0
1
1.5
2.5
2.5
Treynor Ratio
1.48
1.48
0
0.75
1.25
2
2
Information Ratio
0.3
0.3
0
0.3
0.6
1
1
Calmar Ratio
0.5
0.5
0
0.3
0.6
1
1
Beta
0.93
0.93
0
0.8
1.2
0
2
Sharpe Ratio
0.77
0.77
0
0.5
1
1.5
1.5
Sortino Ratio
1.36
1.36
0
1
2
3
3
Jensen's Alpha
5.43
5.43
-2
0
2
6
6
Omega Ratio
1.33
1.33
0
1
1.5
2.5
2.5
Treynor Ratio
1.48
1.48
0
0.75
1.25
2
2
Information Ratio
0.3
0.3
0
0.3
0.6
1
1
Calmar Ratio
0.5
0.5
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
34.44
High:
TSLA
364.78TSLALow:
DKNG
-580.66DKNGDetails
PEG Ratio
82.01
High:YUM
489.3YUMLow:DKNG
-576.26DKNGDetails
Price/Book
10.71
High:AAPL
45.05AAPLLow:ABBV
-112.66ABBVDetails
Price/Sales
8.04
High:NVDA
22.86NVDALow:
UA
0.55UADetails
Price/CF
24.26
High:TSLA
107.92TSLALow:IAG.L
3.6IAG.LDetails
Price/FCF
53.43
High:
AMZN
325.85AMZNLow:UA
8.14UADetails
P/E Ratio
34.44
High:TSLA
364.78TSLALow:DKNG
-580.66DKNGDetails
PEG Ratio
82.01
High:YUM
489.3YUMLow:DKNG
-576.26DKNGDetails
Price/Book
10.71
High:AAPL
45.05AAPLLow:ABBV
-112.66ABBVDetails
Price/Sales
8.04
High:NVDA
22.86NVDALow:UA
0.55UADetails
Price/CF
24.26
High:TSLA
107.92TSLALow:IAG.L
3.6IAG.LDetails
Price/FCF
53.43
High:AMZN
325.85AMZNLow:UA
8.14UADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-37.19% | Nov 2021 | Feb 2024 | 27 |
-9% | Nov 2025 | - | 6 |
-8.58% | Feb 2025 | May 2025 | 3 |
-8.3% | May 2020 | Nov 2020 | 6 |
-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 |