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-1.58%
This Month
+7.45%
Year To Date
+27.18%
2 Years
+23.41%
5 Years
-85%
10 Years
-17.68%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading88.17%
- 📊 ETFs8.05%
- 💵 Cash2.75%
- 💻 Electronic Technology0.82%
- 🚚 Transportation0.57%
- 💇♀️ Consumer Services0.03%
- 🏭 Industrial Services0.02%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE43.83%
- 🇺🇸 Nasdaq37.21%
- 🇺🇸 Chicago Board Options Exchange8.05%
- 🇩🇪 FRA1.43%
- 🇫🇷 Euronext Paris1.07%
- 🇬🇧 LSE0.91%
- 🇸🇪 Stockholm Stock Exchange0.71%
- 🇭🇰 Hong Kong Exchanges0.59%
- 🇳🇱 Euronext Amsterdam0.51%
- 🇪🇸 Bolsa De Madrid0.44%
- 🇧🇪 Euronext Brussels0.22%
- 🇨🇭 SIX0.2%
- 🇩🇰 Copenhagen Stock Exchange0.18%
- 🇮🇹 Borsa Italiana0.18%
- 🇺🇸 OTC Markets Stock Exchange0.05%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States74.24%
- 🇨🇦 Canada2.08%
- 🇬🇧 United Kingdom1.99%
- 🇩🇪 Germany1.48%
- 🇫🇷 France1.07%
- 🇨🇭 Switzerland1.01%
- 🇮🇪 Ireland0.88%
- 🇨🇳 China0.84%
- 🇸🇪 Sweden0.71%
- 🇪🇸 Spain0.44%
- 🇲🇨 Monaco0.4%
- 🇧🇲 Bermuda0.4%
- 🇮🇱 Israel0.35%
- 🇨🇾 Cyprus0.3%
- 🇨🇿 Czech Republic0.27%
- 🇬🇷 Greece0.22%
- 🇧🇪 Belgium0.22%
- 🇩🇰 Denmark0.18%
- 🇮🇹 Italy0.18%
- 🇳🇱 Netherlands0.15%
- 🇦🇺 Australia0.07%
- 🇰🇾 Cayman Islands0.04%
Dividends
Dividend Yield
1.51%
12 out of 18 instruments pay dividend.
114 dividend payments in the next 30 days.
Highest Dividend: $LHA.DE (3.94%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 DividendGrowth | 0.45% | 2.34% | - |
 Utilities | 0.25% | 3.07% | - |
 Private-Equity | 0.22% | 3.18% | - |
 GlobalLogistics | 0.18% | 1.89% | - |
 WarrenBuffet-CF | 0.13% | 1.47% | - |
 II-Quality | 0.12% | 1.5% | - |
 RenewableEnergy | 0.06% | 1.1% | - |
 U-optimize | 0.05% | 0.66% | - |
 LHA.DE | 0.02% | 3.94% | $0.3 |
 OutSmartNSDQ | 0.02% | 0.11% | - |
 LMT | 0.01% | 2.63% | $12.45 |
 SOBO | 0% | -5.29% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 SO (Utilities) | Pay Day | Jun 8, 2026 | $0.76 |
 ATO (Utilities) | Pay Day | Jun 8, 2026 | $1.00 |
SO (RenewableEnergy) | Pay Day | Jun 8, 2026 | $0.76 |
 GOOG (WarrenBuffet-CF) | Ex-Dividend | Jun 8, 2026 | $0.22 |
 GOOGL (WarrenBuffet-CF) | Ex-Dividend | Jun 8, 2026 | $0.22 |
 KNX (GlobalLogistics) | Ex-Dividend | Jun 8, 2026 | $0.20 |
GOOG (U-optimize) | Ex-Dividend | Jun 8, 2026 | $0.22 |
GOOG (OutSmartNSDQ) | Ex-Dividend | Jun 8, 2026 | $0.22 |
 PEG (Utilities) | Ex-Dividend | Jun 9, 2026 | $0.67 |
 AEE (Utilities) | Ex-Dividend | Jun 9, 2026 | $0.75 |
PEG (RenewableEnergy) | Ex-Dividend | Jun 9, 2026 | $0.67 |
 JNJ (DividendGrowth) | Pay Day | Jun 9, 2026 | $1.34 |
 LSTR (GlobalLogistics) | Pay Day | Jun 9, 2026 | $0.40 |
 CNI (GlobalLogistics) | Ex-Dividend | Jun 9, 2026 | $0.67 |
 SPG (U-optimize) | Ex-Dividend | Jun 9, 2026 | $2.25 |
 CME (U-optimize) | Ex-Dividend | Jun 9, 2026 | $1.30 |
JNJ (II-Quality) | Pay Day | Jun 9, 2026 | $1.34 |
 AEP (Utilities) | Pay Day | Jun 10, 2026 | $0.95 |
 PPL (Utilities) | Ex-Dividend | Jun 10, 2026 | $0.28 |
 NJR (Utilities) | Ex-Dividend | Jun 10, 2026 | $0.47 |
AEP (RenewableEnergy) | Pay Day | Jun 10, 2026 | $0.95 |
 CVX.US (DividendGrowth) | Pay Day | Jun 10, 2026 | $1.78 |
 SPGI (DividendGrowth) | Pay Day | Jun 10, 2026 | $0.97 |
CVX.US (WarrenBuffet-CF) | Pay Day | Jun 10, 2026 | $1.78 |
 OXY (WarrenBuffet-CF) | Ex-Dividend | Jun 10, 2026 | $0.26 |
 LLY (II-Quality) | Pay Day | Jun 10, 2026 | $1.73 |
AEP (II-Quality) | Pay Day | Jun 10, 2026 | $0.95 |
 ROL (II-Quality) | Pay Day | Jun 10, 2026 | $0.18 |
 CNP (Utilities) | Pay Day | Jun 11, 2026 | $0.23 |
 MSFT (DividendGrowth) | Pay Day | Jun 11, 2026 | $0.91 |
 ICG.L (Private-Equity) | Ex-Dividend | Jun 11, 2026 | $0.80 |
 CVC.NV (Private-Equity) | Pay Day | Jun 11, 2026 | $0.27 |
MSFT (OutSmartNSDQ) | Pay Day | Jun 11, 2026 | $0.91 |
 AMAT (OutSmartNSDQ) | Pay Day | Jun 11, 2026 | $0.53 |
 TMUS (OutSmartNSDQ) | Pay Day | Jun 11, 2026 | $1.02 |
 CB (WarrenBuffet-CF) | Ex-Dividend | Jun 12, 2026 | $1.02 |
 FRO (GlobalLogistics) | Ex-Dividend | Jun 12, 2026 | $1.55 |
 SBLK (GlobalLogistics) | Ex-Dividend | Jun 12, 2026 | $0.50 |
 INSW (GlobalLogistics) | Ex-Dividend | Jun 12, 2026 | $0.12 |
 PFE (U-optimize) | Pay Day | Jun 12, 2026 | $0.43 |
 IBKR (U-optimize) | Pay Day | Jun 12, 2026 | $0.09 |
 YUM (II-Quality) | Pay Day | Jun 12, 2026 | $0.75 |
 ADP (II-Quality) | Ex-Dividend | Jun 12, 2026 | $1.70 |
 TEL.US (II-Quality) | Pay Day | Jun 12, 2026 | $0.78 |
 TER (OutSmartNSDQ) | Pay Day | Jun 12, 2026 | $0.13 |
 EXC (Utilities) | Pay Day | Jun 15, 2026 | $0.42 |
 NEE (Utilities) | Pay Day | Jun 15, 2026 | $0.62 |
 ED (Utilities) | Pay Day | Jun 15, 2026 | $0.89 |
 XEL (Utilities) | Ex-Dividend | Jun 15, 2026 | $0.59 |
EXC (RenewableEnergy) | Pay Day | Jun 15, 2026 | $0.42 |
NEE (RenewableEnergy) | Pay Day | Jun 15, 2026 | $0.62 |
 KO (DividendGrowth) | Ex-Dividend | Jun 15, 2026 | $0.53 |
NEE (DividendGrowth) | Pay Day | Jun 15, 2026 | $0.62 |
XEL (DividendGrowth) | Ex-Dividend | Jun 15, 2026 | $0.59 |
 SLGN (DividendGrowth) | Pay Day | Jun 15, 2026 | $0.21 |
GOOG (WarrenBuffet-CF) | Pay Day | Jun 15, 2026 | $0.22 |
KO (WarrenBuffet-CF) | Ex-Dividend | Jun 15, 2026 | $0.53 |
GOOGL (WarrenBuffet-CF) | Pay Day | Jun 15, 2026 | $0.22 |
 CSX (GlobalLogistics) | Pay Day | Jun 15, 2026 | $0.14 |
 EXPD (GlobalLogistics) | Pay Day | Jun 15, 2026 | $0.81 |
 STNG (GlobalLogistics) | Pay Day | Jun 15, 2026 | $0.45 |
 BN.US (Private-Equity) | Ex-Dividend | Jun 15, 2026 | $0.07 |
 STEP (Private-Equity) | Ex-Dividend | Jun 15, 2026 | $0.83 |
GOOG (U-optimize) | Pay Day | Jun 15, 2026 | $0.22 |
NEE (U-optimize) | Pay Day | Jun 15, 2026 | $0.62 |
 O (U-optimize) | Pay Day | Jun 15, 2026 | $0.27 |
 MRK (II-Quality) | Ex-Dividend | Jun 15, 2026 | $0.85 |
 AME (II-Quality) | Ex-Dividend | Jun 15, 2026 | $0.34 |
 GRMN (II-Quality) | Ex-Dividend | Jun 15, 2026 | $1.05 |
GOOG (OutSmartNSDQ) | Pay Day | Jun 15, 2026 | $0.22 |
 META (OutSmartNSDQ) | Ex-Dividend | Jun 15, 2026 | $0.53 |
 DUK (Utilities) | Pay Day | Jun 16, 2026 | $1.06 |
DUK (RenewableEnergy) | Pay Day | Jun 16, 2026 | $1.06 |
 GEV (RenewableEnergy) | Ex-Dividend | Jun 16, 2026 | $0.50 |
 MCD (DividendGrowth) | Pay Day | Jun 16, 2026 | $1.86 |
 ADI.US (DividendGrowth) | Pay Day | Jun 16, 2026 | $1.10 |
 ARES (Private-Equity) | Ex-Dividend | Jun 16, 2026 | $1.35 |
 SWKS (U-optimize) | Pay Day | Jun 16, 2026 | $0.71 |
MCD (II-Quality) | Pay Day | Jun 16, 2026 | $1.86 |
ADI.US (OutSmartNSDQ) | Pay Day | Jun 16, 2026 | $1.10 |
 NOC (DividendGrowth) | Pay Day | Jun 17, 2026 | $2.47 |
 ODFL (GlobalLogistics) | Pay Day | Jun 17, 2026 | $0.29 |
 MSI (U-optimize) | Ex-Dividend | Jun 17, 2026 | $1.21 |
 GTT.PA (II-Quality) | Ex-Dividend | Jun 17, 2026 | $5.83 |
 WDC (OutSmartNSDQ) | Pay Day | Jun 17, 2026 | $0.15 |
 WM (Utilities) | Pay Day | Jun 18, 2026 | $0.94 |
 EVRG (Utilities) | Pay Day | Jun 18, 2026 | $0.69 |
 BBY (DividendGrowth) | Ex-Dividend | Jun 18, 2026 | $0.96 |
 LIN (DividendGrowth) | Pay Day | Jun 18, 2026 | $1.60 |
EVRG (DividendGrowth) | Pay Day | Jun 18, 2026 | $0.69 |
 FDS (DividendGrowth) | Pay Day | Jun 18, 2026 | $1.16 |
 III.L (Private-Equity) | Ex-Dividend | Jun 18, 2026 | $0.65 |
 RPC.US (Private-Equity) | Pay Day | Jun 18, 2026 | $0.04 |
 HLNE (Private-Equity) | Ex-Dividend | Jun 18, 2026 | $0.60 |
EVRG (II-Quality) | Pay Day | Jun 18, 2026 | $0.69 |
 JKHY (DividendGrowth) | Pay Day | Jun 19, 2026 | $0.61 |
 R (GlobalLogistics) | Pay Day | Jun 19, 2026 | $0.91 |
GTT.PA (II-Quality) | Pay Day | Jun 19, 2026 | $5.83 |
JKHY (II-Quality) | Pay Day | Jun 19, 2026 | $0.61 |
 D (Utilities) | Pay Day | Jun 20, 2026 | $0.67 |
 SRG.MI (Utilities) | Ex-Dividend | Jun 22, 2026 | $0.21 |
 DTE (Utilities) | Ex-Dividend | Jun 22, 2026 | $1.17 |
 VST (Utilities) | Ex-Dividend | Jun 22, 2026 | $0.23 |
VST (RenewableEnergy) | Ex-Dividend | Jun 22, 2026 | $0.23 |
KNX (GlobalLogistics) | Pay Day | Jun 22, 2026 | $0.20 |
SBLK (GlobalLogistics) | Pay Day | Jun 22, 2026 | $0.50 |
FRO (GlobalLogistics) | Pay Day | Jun 23, 2026 | $1.55 |
 APH (U-optimize) | Ex-Dividend | Jun 23, 2026 | $0.25 |
 BLK (II-Quality) | Pay Day | Jun 23, 2026 | $5.73 |
SRG.MI (Utilities) | Pay Day | Jun 24, 2026 | $0.21 |
 STX.US (OutSmartNSDQ) | Ex-Dividend | Jun 24, 2026 | $0.74 |
 SRE (Utilities) | Ex-Dividend | Jun 25, 2026 | $0.66 |
 POR (Utilities) | Ex-Dividend | Jun 25, 2026 | $0.55 |
 QCOM (DividendGrowth) | Pay Day | Jun 25, 2026 | $0.92 |
 PYPL (U-optimize) | Pay Day | Jun 25, 2026 | $0.14 |
QCOM (U-optimize) | Pay Day | Jun 25, 2026 | $0.92 |
CME (U-optimize) | Pay Day | Jun 25, 2026 | $1.30 |
META (OutSmartNSDQ) | Pay Day | Jun 25, 2026 | $0.53 |
QCOM (OutSmartNSDQ) | Pay Day | Jun 25, 2026 | $0.92 |
LMT | Pay Day | Jun 26, 2026 | $3.45 |
LMT (DividendGrowth) | Pay Day | Jun 26, 2026 | $3.45 |
 LHX (DividendGrowth) | Pay Day | Jun 26, 2026 | $1.25 |
 ELS (DividendGrowth) | Ex-Dividend | Jun 26, 2026 | $0.54 |
 BAC (WarrenBuffet-CF) | Pay Day | Jun 26, 2026 | $0.28 |
 KHC (WarrenBuffet-CF) | Pay Day | Jun 26, 2026 | $0.40 |
 CP (GlobalLogistics) | Ex-Dividend | Jun 26, 2026 | $0.20 |
INSW (GlobalLogistics) | Pay Day | Jun 26, 2026 | $0.12 |
 NVDA (U-optimize) | Pay Day | Jun 26, 2026 | $0.25 |
GRMN (II-Quality) | Pay Day | Jun 26, 2026 | $1.05 |
NVDA (OutSmartNSDQ) | Pay Day | Jun 26, 2026 | $0.25 |
 AUGO (OutSmartNSDQ) | Pay Day | Jun 26, 2026 | $0.78 |
 RED.MC (Utilities) | Ex-Dividend | Jun 29, 2026 | $0.70 |
 PCG (Utilities) | Ex-Dividend | Jun 30, 2026 | $0.05 |
PEG (Utilities) | Pay Day | Jun 30, 2026 | $0.67 |
 ES (Utilities) | Pay Day | Jun 30, 2026 | $0.79 |
AEE (Utilities) | Pay Day | Jun 30, 2026 | $0.75 |
VST (Utilities) | Pay Day | Jun 30, 2026 | $0.23 |
PEG (RenewableEnergy) | Pay Day | Jun 30, 2026 | $0.67 |
VST (RenewableEnergy) | Pay Day | Jun 30, 2026 | $0.23 |
 PEP (DividendGrowth) | Pay Day | Jun 30, 2026 | $1.48 |
 UNP (DividendGrowth) | Pay Day | Jun 30, 2026 | $1.38 |
UNP (GlobalLogistics) | Pay Day | Jun 30, 2026 | $1.38 |
CNI (GlobalLogistics) | Pay Day | Jun 30, 2026 | $0.67 |
BN.US (Private-Equity) | Pay Day | Jun 30, 2026 | $0.07 |
 DBRG (Private-Equity) | Ex-Dividend | Jun 30, 2026 | $0.01 |
ARES (Private-Equity) | Pay Day | Jun 30, 2026 | $1.35 |
STEP (Private-Equity) | Pay Day | Jun 30, 2026 | $0.83 |
SPG (U-optimize) | Pay Day | Jun 30, 2026 | $2.25 |
 LII (U-optimize) | Ex-Dividend | Jun 30, 2026 | $1.36 |
PEP (II-Quality) | Pay Day | Jun 30, 2026 | $1.48 |
AME (II-Quality) | Pay Day | Jun 30, 2026 | $0.34 |
PEP (OutSmartNSDQ) | Pay Day | Jun 30, 2026 | $1.48 |
 BKNG (OutSmartNSDQ) | Pay Day | Jun 30, 2026 | $0.42 |
RED.MC (Utilities) | Pay Day | Jul 1, 2026 | $0.70 |
PPL (Utilities) | Pay Day | Jul 1, 2026 | $0.28 |
NJR (Utilities) | Pay Day | Jul 1, 2026 | $0.47 |
KO (DividendGrowth) | Pay Day | Jul 1, 2026 | $0.53 |
 NKE (DividendGrowth) | Pay Day | Jul 1, 2026 | $0.41 |
 CAH (DividendGrowth) | Ex-Dividend | Jul 1, 2026 | $0.52 |
KO (WarrenBuffet-CF) | Pay Day | Jul 1, 2026 | $0.53 |
ADP (II-Quality) | Pay Day | Jul 1, 2026 | $1.70 |
 PWR (II-Quality) | Ex-Dividend | Jul 1, 2026 | $0.11 |
 CMCSA (OutSmartNSDQ) | Ex-Dividend | Jul 1, 2026 | $0.33 |
 RSG (Utilities) | Ex-Dividend | Jul 2, 2026 | $0.63 |
RSG (DividendGrowth) | Ex-Dividend | Jul 2, 2026 | $0.63 |
 RGLD (DividendGrowth) | Ex-Dividend | Jul 2, 2026 | $0.47 |
CB (WarrenBuffet-CF) | Pay Day | Jul 2, 2026 | $1.02 |
 CHRW (GlobalLogistics) | Pay Day | Jul 2, 2026 | $0.63 |
 RCL (U-optimize) | Pay Day | Jul 2, 2026 | $1.50 |
 WERN (GlobalLogistics) | Ex-Dividend | Jul 6, 2026 | $0.14 |
 CSCO (OutSmartNSDQ) | Ex-Dividend | Jul 6, 2026 | $0.42 |
HLNE (Private-Equity) | Pay Day | Jul 7, 2026 | $0.60 |
STX.US (OutSmartNSDQ) | Pay Day | Jul 7, 2026 | $0.74 |
 ROP (DividendGrowth) | Ex-Dividend | Jul 8, 2026 | $0.91 |
MRK (II-Quality) | Pay Day | Jul 8, 2026 | $0.85 |
BBY (DividendGrowth) | Pay Day | Jul 9, 2026 | $0.96 |
 INTU (OutSmartNSDQ) | Ex-Dividend | Jul 9, 2026 | $1.20 |
ELS (DividendGrowth) | Pay Day | Jul 10, 2026 | $0.54 |
PWR (II-Quality) | Pay Day | Jul 13, 2026 | $0.11 |
GEV (RenewableEnergy) | Pay Day | Jul 14, 2026 | $0.50 |
PCG (Utilities) | Pay Day | Jul 15, 2026 | $0.05 |
SRE (Utilities) | Pay Day | Jul 15, 2026 | $0.66 |
RSG (Utilities) | Pay Day | Jul 15, 2026 | $0.63 |
DTE (Utilities) | Pay Day | Jul 15, 2026 | $1.17 |
POR (Utilities) | Pay Day | Jul 15, 2026 | $0.55 |
CAH (DividendGrowth) | Pay Day | Jul 15, 2026 | $0.52 |
RSG (DividendGrowth) | Pay Day | Jul 15, 2026 | $0.63 |
OXY (WarrenBuffet-CF) | Pay Day | Jul 15, 2026 | $0.26 |
DBRG (Private-Equity) | Pay Day | Jul 15, 2026 | $0.01 |
MSI (U-optimize) | Pay Day | Jul 15, 2026 | $1.21 |
APH (U-optimize) | Pay Day | Jul 15, 2026 | $0.25 |
LII (U-optimize) | Pay Day | Jul 15, 2026 | $1.36 |
RGLD (DividendGrowth) | Pay Day | Jul 16, 2026 | $0.47 |
INTU (OutSmartNSDQ) | Pay Day | Jul 17, 2026 | $1.20 |
XEL (Utilities) | Pay Day | Jul 20, 2026 | $0.59 |
XEL (DividendGrowth) | Pay Day | Jul 20, 2026 | $0.59 |
 LOW (DividendGrowth) | Ex-Dividend | Jul 22, 2026 | $1.25 |
ROP (DividendGrowth) | Pay Day | Jul 22, 2026 | $0.91 |
WERN (GlobalLogistics) | Pay Day | Jul 22, 2026 | $0.14 |
CSCO (OutSmartNSDQ) | Pay Day | Jul 22, 2026 | $0.42 |
CMCSA (OutSmartNSDQ) | Pay Day | Jul 22, 2026 | $0.33 |
 SSE.L (RenewableEnergy) | Ex-Dividend | Jul 23, 2026 | $0.63 |
III.L (Private-Equity) | Pay Day | Jul 24, 2026 | $0.65 |
CP (GlobalLogistics) | Pay Day | Jul 27, 2026 | $0.20 |
 NI (Utilities) | Ex-Dividend | Jul 31, 2026 | $0.30 |
ICG.L (Private-Equity) | Pay Day | Jul 31, 2026 | $0.80 |
LOW (DividendGrowth) | Pay Day | Aug 5, 2026 | $1.25 |
NI (Utilities) | Pay Day | Aug 20, 2026 | $0.30 |
 WMT (II-Quality) | Ex-Dividend | Aug 21, 2026 | $0.25 |
WMT (OutSmartNSDQ) | Ex-Dividend | Aug 21, 2026 | $0.25 |
WMT (II-Quality) | Pay Day | Sep 8, 2026 | $0.25 |
WMT (OutSmartNSDQ) | Pay Day | Sep 8, 2026 | $0.25 |
SSE.L (RenewableEnergy) | Pay Day | Sep 17, 2026 | $0.63 |
 ASSA-B.ST (II-Quality) | Ex-Dividend | Nov 10, 2026 | $0.36 |
ASSA-B.ST (II-Quality) | Pay Day | Nov 16, 2026 | $0.36 |
 EQT.ST (Private-Equity) | Ex-Dividend | Nov 30, 2026 | $0.27 |
EQT.ST (Private-Equity) | Pay Day | Dec 4, 2026 | $0.27 |
Performance Metrics
Score 2.5/10
Beta
0.67
0.67
0
0.8
1.2
0
2
Sharpe Ratio
-0.16
-0.16
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.18
-0.18
-1
1
2
3
3
Jensen's Alpha
-13.04
-13.04
-14
0
2
4.5
4.5
Omega Ratio
0.43
0.43
0
1
1.5
2.5
2.5
Treynor Ratio
-0.76
-0.76
-1
0.75
1.25
2
2
Information Ratio
-0.49
-0.49
-1
0.3
0.6
1
1
Calmar Ratio
-0.19
-0.19
-1
0.3
0.6
1
1
Beta
0.67
0.67
0
0.8
1.2
0
2
Sharpe Ratio
-0.16
-0.16
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.18
-0.18
-1
1
2
3
3
Jensen's Alpha
-13.04
-13.04
-14
0
2
4.5
4.5
Omega Ratio
0.43
0.43
0
1
1.5
2.5
2.5
Treynor Ratio
-0.76
-0.76
-1
0.75
1.25
2
2
Information Ratio
-0.49
-0.49
-1
0.3
0.6
1
1
Calmar Ratio
-0.19
-0.19
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
19.62
High:LMT
25.14LMTLow:
BATRK
-140.96BATRKDetails
PEG Ratio
22.3
High:LHA.DE
24.4LHA.DELow:
LILMF
-0.21LILMFDetails
Price/Book
4.12
High:LMT
15.94LMTLow:
LLYVK
-26.51LLYVKDetails
Price/Sales
1.04
High:SOBO
4.8SOBOLow:LILMF
-LILMFDetails
Price/CF
10.7
High:BATRK
98.68BATRKLow:LHA.DE
2.14LHA.DEDetails
Price/FCF
60.49
High:LHA.DE
186.6LHA.DELow:BATRK
16.53BATRKDetails
P/E Ratio
19.62
High:LMT
25.14LMTLow:BATRK
-140.96BATRKDetails
PEG Ratio
22.3
High:LHA.DE
24.4LHA.DELow:LILMF
-0.21LILMFDetails
Price/Book
4.12
High:LMT
15.94LMTLow:LLYVK
-26.51LLYVKDetails
Price/Sales
1.04
High:SOBO
4.8SOBOLow:LILMF
-LILMFDetails
Price/CF
10.7
High:BATRK
98.68BATRKLow:LHA.DE
2.14LHA.DEDetails
Price/FCF
60.49
High:LHA.DE
186.6LHA.DELow:BATRK
16.53BATRKDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-38.63% | Aug 2016 | Jun 2021 | 58 |
-17.17% | Jan 2022 | Aug 2024 | 31 |
-5.42% | Dec 2024 | Jun 2025 | 6 |
-4.87% | Mar 2026 | Apr 2026 | 1 |
-3.61% | Jul 2021 | Dec 2021 | 5 |
-1.95% | Oct 2024 | Nov 2024 | 1 |
-1.58% | Jun 2026 | - | 1 |