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+11.24%
This Month
+5.39%
Year To Date
+40.09%
2 Years
+40.4%
5 Years
+60.56%
10 Years
+8.85%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🧩 Miscellaneous28.1%
- 📊 ETFs19.38%
- 💻 Electronic Technology13.31%
- 👥 Copy Trading12.1%
- 🖥️ Technology Services9.33%
- 💵 Cash7.19%
- 💰 Finance2.77%
- 🛍️ Retail Trade1.88%
- 🧬 Health Technology1.01%
- 🚚 Transportation0.99%
- 🪙 Cryptocurrencies0.92%
- 🛠️ Producer Manufacturing0.91%
- 📡 Communications0.76%
- 💇♀️ Consumer Services0.57%
- ⚡ Utilities0.54%
- 💼 Commercial Services0.44%
- 🏥 Health Services0.38%
- ⛏️ Energy Minerals0.3%
- 🍞 Consumer Non Durables0.25%
- 🚗 Consumer Durables0.11%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq33.45%
- 🇬🇧 LSE25.37%
- 🇺🇸 NYSE24.32%
- 🇩🇪 Xetra ETFs5.47%
- 🇺🇸 Chicago Board Options Exchange1.99%
- 🌍 Digital Currency1.7%
- 🇭🇰 Hong Kong Exchanges0.4%
- 🇮🇹 Borsa Italiana0.27%
- 🇫🇷 Euronext Paris0.22%
- 🇳🇱 Euronext Amsterdam0.15%
- 🌍 Commodity0.11%
- 🇸🇪 Stockholm Stock Exchange0.1%
- 🇪🇸 Bolsa De Madrid0.05%
- 🇨🇭 SIX0.03%
- 🇩🇰 Copenhagen Stock Exchange0.02%
- 🇳🇴 Oslo Stock Exchange0.02%
- Regular Trading Hours - RTH0.01%
- 🇩🇪 FRA0.01%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States37.12%
- 🇹🇼 Taiwan1.23%
- 🇨🇳 China0.8%
- 🇨🇦 Canada0.51%
- 🇩🇰 Denmark0.49%
- 🇺🇾 Uruguay0.4%
- 🇳🇱 Netherlands0.34%
- 🇧🇷 Brazil0.3%
- 🇮🇱 Israel0.29%
- 🇮🇹 Italy0.25%
- 🇰🇾 Cayman Islands0.25%
- 🇯🇵 Japan0.19%
- 🇬🇧 United Kingdom0.16%
- 🇫🇷 France0.15%
- 🇱🇺 Luxembourg0.15%
- 🇸🇬 Singapore0.13%
- 🇵🇷 Puerto Rico0.08%
- 🇫🇮 Finland0.07%
- 🇮🇪 Ireland0.05%
- 🇨🇭 Switzerland0.05%
- 🇪🇸 Spain0.05%
- 🇦🇺 Australia0.04%
- 🇸🇪 Sweden0.03%
- 🇨🇱 Chile0.02%
- 🇲🇹 Malta0.02%
- 🇩🇪 Germany0.01%
- 🇳🇴 Norway0%
Dividends
Dividend Yield
0.43%
44 out of 135 instruments pay dividend.
30 dividend payments in the next 30 days.
Highest Dividend: $RIVER.OL (639.53%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 RIVER.OL | 0.1% | 639.53% | - |
 AV-INVEST | 0.05% | 2.43% | - |
 VZ | 0.05% | 5.94% | $2.66 |
 PBR | 0.02% | 8.07% | $1.73 |
 BitcoinWorldWide | 0.02% | 0.6% | - |
 BLK | 0.02% | 2.03% | $20.2 |
 MO | 0.02% | 6.51% | $3.92 |
 LoicInv | 0.01% | 1.09% | - |
 NVO | 0.01% | 3.04% | $0.98 |
 RudolfDeLeeuw | 0.01% | 0.66% | - |
 MCD | 0.01% | 2.36% | $6.53 |
 IBM | 0.01% | 2.64% | $6.65 |
 Magnificent-7 | 0.01% | 0.27% | - |
 UNH | 0.01% | 2.72% | $7.74 |
 TSM | 0.01% | 0.62% | $1.74 |
 AVGO | 0.01% | 0.62% | $19.7 |
 NMR.US | 0.01% | 4.71% | $0.14 |
 QCOM | 0% | 2.55% | $3.25 |
 RHP | 0% | 4.51% | $4.3 |
 MSFT | 0% | 0.85% | $3 |
 MU | 0% | 0.11% | $0.46 |
 JPM | 0% | 1.86% | $4.4 |
 GOOGL | 0% | 0.25% | $0.2 |
 LLY | 0% | 0.68% | $4.86 |
 QQQ | 0% | 0.43% | - |
 V | 0% | 0.8% | $2.01 |
 META | 0% | 0.31% | $1 |
 AXP | 0% | 1.03% | $2.6 |
 Marco199610 | 0% | 0.64% | - |
 SPGI | 0% | 0.88% | $3.62 |
 ORCL | 0% | 1.01% | $1.6 |
 NRG | 0% | 1.14% | $1.57 |
 BABA | 0% | 0.73% | $0.98 |
 CEG | 0% | 0.55% | - |
 PYPL | 0% | 0.55% | - |
 NOVO-B.CO | 0% | 4.54% | $9.4 |
 VST | 0% | 0.56% | $0.85 |
 NVDA | 0% | 0.02% | $0.02 |
 VRT | 0% | 0.06% | $0.06 |
 MRVL | 0% | 0.16% | $0.24 |
 01211.HK | 0% | 0.33% | $3.41 |
 COST | 0% | 0.51% | $19.22 |
 ASML | 0% | 0.51% | $5.57 |
 CRM | 0% | 0.9% | $0.4 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
CRM | Pay Day | Apr 23, 2026 | $0.44 |
 AIR.PA (AV-INVEST) | Pay Day | Apr 23, 2026 | $3.78 |
 DG.PA (AV-INVEST) | Pay Day | Apr 23, 2026 | $4.66 |
ORCL | Pay Day | Apr 24, 2026 | $0.50 |
 AEO (RudolfDeLeeuw) | Pay Day | Apr 24, 2026 | $0.13 |
 BEKE (RudolfDeLeeuw) | Pay Day | Apr 24, 2026 | $0.28 |
 ASML.NV (Marco199610) | Ex-Dividend | Apr 24, 2026 | $3.15 |
 PG (AV-INVEST) | Ex-Dividend | Apr 24, 2026 | $1.09 |
 BESI.NV (RudolfDeLeeuw) | Ex-Dividend | Apr 27, 2026 | $1.86 |
 BK (BitcoinWorldWide) | Ex-Dividend | Apr 27, 2026 | $0.53 |
 MC.PA (RudolfDeLeeuw) | Ex-Dividend | Apr 28, 2026 | $8.60 |
JPM | Pay Day | Apr 30, 2026 | $1.50 |
MO | Pay Day | Apr 30, 2026 | $1.06 |
MRVL | Pay Day | Apr 30, 2026 | $0.06 |
JPM (RudolfDeLeeuw) | Pay Day | Apr 30, 2026 | $1.50 |
MC.PA (RudolfDeLeeuw) | Pay Day | Apr 30, 2026 | $8.60 |
 SYK (Marco199610) | Pay Day | Apr 30, 2026 | $0.88 |
MRVL (BitcoinWorldWide) | Pay Day | Apr 30, 2026 | $0.06 |
MO (AV-INVEST) | Pay Day | Apr 30, 2026 | $1.06 |
VZ | Pay Day | May 1, 2026 | $0.71 |
COST | Ex-Dividend | May 1, 2026 | $1.47 |
 AON (BitcoinWorldWide) | Ex-Dividend | May 1, 2026 | $0.82 |
BESI.NV (RudolfDeLeeuw) | Pay Day | May 4, 2026 | $1.86 |
ASML.NV (Marco199610) | Pay Day | May 5, 2026 | $3.15 |
 SAN.PA (AV-INVEST) | Ex-Dividend | May 5, 2026 | $4.84 |
SAN.PA (AV-INVEST) | Pay Day | May 7, 2026 | $4.84 |
AXP | Pay Day | May 8, 2026 | $0.95 |
AXP (BitcoinWorldWide) | Pay Day | May 8, 2026 | $0.95 |
 MA (BitcoinWorldWide) | Pay Day | May 8, 2026 | $0.87 |
BK (BitcoinWorldWide) | Pay Day | May 8, 2026 | $0.53 |
 WMT (AV-INVEST) | Ex-Dividend | May 8, 2026 | $0.25 |
COST | Pay Day | May 15, 2026 | $1.47 |
 AMGN (Marco199610) | Ex-Dividend | May 15, 2026 | $2.52 |
 ACN (Marco199610) | Pay Day | May 15, 2026 | $1.63 |
 MRSH (BitcoinWorldWide) | Pay Day | May 15, 2026 | $0.90 |
AON (BitcoinWorldWide) | Pay Day | May 15, 2026 | $0.82 |
PG (AV-INVEST) | Pay Day | May 15, 2026 | $1.09 |
 MONC.MI (RudolfDeLeeuw) | Ex-Dividend | May 18, 2026 | $1.65 |
 ROK (Marco199610) | Ex-Dividend | May 18, 2026 | $1.38 |
 ISP.MI (AV-INVEST) | Ex-Dividend | May 18, 2026 | $2.25 |
 UNI.MI (AV-INVEST) | Ex-Dividend | May 18, 2026 | $1.29 |
MONC.MI (RudolfDeLeeuw) | Pay Day | May 20, 2026 | $1.65 |
ISP.MI (AV-INVEST) | Pay Day | May 20, 2026 | $2.25 |
UNI.MI (AV-INVEST) | Pay Day | May 20, 2026 | $1.29 |
MSFT | Ex-Dividend | May 21, 2026 | $0.91 |
MSFT (Magnificent-7) | Ex-Dividend | May 21, 2026 | $0.91 |
MSFT (AV-INVEST) | Ex-Dividend | May 21, 2026 | $0.91 |
 WKL.NV (BitcoinWorldWide) | Ex-Dividend | May 25, 2026 | $1.88 |
 NN.NV (AV-INVEST) | Ex-Dividend | May 25, 2026 | $2.97 |
 JNJ (AV-INVEST) | Ex-Dividend | May 26, 2026 | $1.34 |
WMT (AV-INVEST) | Pay Day | May 26, 2026 | $0.25 |
 GS (BitcoinWorldWide) | Ex-Dividend | Jun 1, 2026 | $4.50 |
NN.NV (AV-INVEST) | Pay Day | Jun 2, 2026 | $2.97 |
QCOM | Ex-Dividend | Jun 4, 2026 | $0.92 |
AMGN (Marco199610) | Pay Day | Jun 5, 2026 | $2.52 |
JNJ (AV-INVEST) | Pay Day | Jun 9, 2026 | $1.34 |
ROK (Marco199610) | Pay Day | Jun 10, 2026 | $1.38 |
MSFT | Pay Day | Jun 11, 2026 | $0.91 |
TSM | Ex-Dividend | Jun 11, 2026 | $0.95 |
TSM (BitcoinWorldWide) | Ex-Dividend | Jun 11, 2026 | $0.95 |
MSFT (Magnificent-7) | Pay Day | Jun 11, 2026 | $0.91 |
MSFT (AV-INVEST) | Pay Day | Jun 11, 2026 | $0.91 |
WKL.NV (BitcoinWorldWide) | Pay Day | Jun 17, 2026 | $1.88 |
 LDO.MI (Marco199610) | Ex-Dividend | Jun 22, 2026 | $0.73 |
LDO.MI (AV-INVEST) | Ex-Dividend | Jun 22, 2026 | $0.73 |
LDO.MI (Marco199610) | Pay Day | Jun 24, 2026 | $0.73 |
LDO.MI (AV-INVEST) | Pay Day | Jun 24, 2026 | $0.73 |
QCOM | Pay Day | Jun 25, 2026 | $0.92 |
GS (BitcoinWorldWide) | Pay Day | Jun 29, 2026 | $4.50 |
TSM | Pay Day | Jul 9, 2026 | $0.95 |
TSM (BitcoinWorldWide) | Pay Day | Jul 9, 2026 | $0.95 |
 ENEL.MI (Marco199610) | Ex-Dividend | Jul 20, 2026 | $0.30 |
ENEL.MI (Marco199610) | Pay Day | Jul 22, 2026 | $0.30 |
Performance Metrics
Score 4.8/10
Beta
0.4
0.4
0
0.8
1.2
0
2
Sharpe Ratio
0.32
0.32
0
0.5
1
1.5
1.5
Sortino Ratio
0.66
0.66
0
1
2
3
3
Jensen's Alpha
0.26
0.26
-2
0
2
4.5
4.5
Omega Ratio
0.76
0.76
0
1
1.5
2.5
2.5
Treynor Ratio
0.94
0.94
0
0.75
1.25
2
2
Information Ratio
-0.39
-0.39
-1
0.3
0.6
1
1
Calmar Ratio
0.48
0.48
0
0.3
0.6
1
1
Beta
0.4
0.4
0
0.8
1.2
0
2
Sharpe Ratio
0.32
0.32
0
0.5
1
1.5
1.5
Sortino Ratio
0.66
0.66
0
1
2
3
3
Jensen's Alpha
0.26
0.26
-2
0
2
4.5
4.5
Omega Ratio
0.76
0.76
0
1
1.5
2.5
2.5
Treynor Ratio
0.94
0.94
0
0.75
1.25
2
2
Information Ratio
-0.39
-0.39
-1
0.3
0.6
1
1
Calmar Ratio
0.48
0.48
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
35.73
High:
DDOG
427.45DDOGLow:
SYM
-634.18SYMDetails
PEG Ratio
38.62
High:
MELI
1,046.73MELILow:SYM
-4,427.92SYMDetails
Price/Book
12.74
High:
RHLD
192.51RHLDLow:MCD
-121.85MCDDetails
Price/Sales
11.08
High:
ACHR
14,550.69ACHRLow:
OKLO
-OKLODetails
Price/CF
28.62
High:
MSTR
7,511.07MSTRLow:PBR
2.23PBRDetails
Price/FCF
59.45
High:BABA
1,196.17BABALow:
FVRR
6.57FVRRDetails
P/E Ratio
35.73
High:DDOG
427.45DDOGLow:SYM
-634.18SYMDetails
PEG Ratio
38.62
High:MELI
1,046.73MELILow:SYM
-4,427.92SYMDetails
Price/Book
12.74
High:RHLD
192.51RHLDLow:MCD
-121.85MCDDetails
Price/Sales
11.08
High:ACHR
14,550.69ACHRLow:OKLO
-OKLODetails
Price/CF
28.62
High:MSTR
7,511.07MSTRLow:PBR
2.23PBRDetails
Price/FCF
59.45
High:BABA
1,196.17BABALow:FVRR
6.57FVRRDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-14.52% | Feb 2025 | Jun 2025 | 4 |
-9.33% | Nov 2025 | Apr 2026 | 5 |
-8.87% | Dec 2020 | Nov 2024 | 47 |
-1.46% | Dec 2024 | Jan 2025 | 1 |