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+0.03%
Today
+0.03%
This Month
-0.15%
Year To Date
+42.31%
2 Years
+33.06%
5 Years
-15.68%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading40.73%
- 📈 Indexes24.21%
- 🌾 Commodities13.41%
- 💵 Cash11.12%
- 💹 Forex4.41%
- 🛠️ Producer Manufacturing0.05%
- 🪙 Cryptocurrencies0.03%
- 🖥️ Technology Services0.01%
- 🧬 Health Technology0%
- 🚚 Transportation0%
Exchanges Breakdown
- Exchange
- Total
- 🌍 CFD24.21%
- 🌍 Commodity13.44%
- 🇺🇸 NYSE10.87%
- 🇺🇸 Nasdaq8.56%
- 🌍 Digital Currency5.95%
- 🌍 FX5.16%
- 🇬🇧 LSE3.63%
- 🇭🇰 Hong Kong Exchanges3.25%
- 🇫🇷 Euronext Paris1.81%
- 🇩🇪 FRA0.53%
- 🇳🇴 Oslo Stock Exchange0.18%
- 🇳🇱 Euronext Amsterdam0.04%
- 🇩🇪 Xetra ETFs0.03%
- 🇮🇹 Borsa Italiana0.03%
- 🇺🇸 Chicago Board Options Exchange0.03%
- 🇺🇸 OTC Markets Stock Exchange0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States12.17%
- 🇨🇳 China3.88%
- 🇬🇧 United Kingdom3.06%
- 🇬🇷 Greece2.52%
- 🇫🇷 France1.81%
- 🇧🇲 Bermuda1.13%
- 🇮🇱 Israel1.06%
- 🇧🇷 Brazil0.68%
- 🇨🇴 Colombia0.53%
- 🇩🇪 Germany0.53%
- 🇳🇴 Norway0.18%
- 🇹🇼 Taiwan0.17%
- 🇨🇦 Canada0.17%
- 🇸🇬 Singapore0.17%
- 🇱🇺 Luxembourg0.12%
- 🇮🇪 Ireland0.08%
- 🇳🇱 Netherlands0.08%
- 🇮🇹 Italy0.04%
- 🇨🇭 Switzerland0%
Dividends
Dividend Yield
0.87%
11 out of 19 instruments pay dividend.
15 dividend payments in the next 30 days.
Highest Dividend: AmitKup (5.38%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 C (thomaspj) | Ex-Dividend | May 5, 2025 | $0.56 |
 RACE (celesh) | Pay Day | May 6, 2025 | $3.12 |
 ASML (celesh) | Pay Day | May 6, 2025 | $1.92 |
 ASML.NV (NIQUE3) | Pay Day | May 6, 2025 | $2.10 |
 MA (celesh) | Pay Day | May 9, 2025 | $0.76 |
 AXP (thomaspj) | Pay Day | May 9, 2025 | $0.82 |
 PHIA.NV | Ex-Dividend | May 12, 2025 | -$0.92 |
 AAPL (NIQUE3) | Ex-Dividend | May 12, 2025 | $0.26 |
 PHG | Ex-Dividend | May 13, 2025 | -$0.92 |
 V (misterg23) | Ex-Dividend | May 13, 2025 | $0.59 |
V (thomaspj) | Ex-Dividend | May 13, 2025 | $0.59 |
 MSFT (AI-Revolution) | Ex-Dividend | May 15, 2025 | $0.83 |
 ACN (AI-Revolution) | Pay Day | May 15, 2025 | $1.48 |
MSFT (celesh) | Ex-Dividend | May 15, 2025 | $0.83 |
AAPL (NIQUE3) | Pay Day | May 15, 2025 | $0.26 |
MSFT (NIQUE3) | Ex-Dividend | May 15, 2025 | $0.83 |
 GEV | Pay Day | May 16, 2025 | -$0.25 |
 COST (misterg23) | Pay Day | May 16, 2025 | $1.30 |
 SBUX (celesh) | Ex-Dividend | May 16, 2025 | $0.61 |
 ENI.MI (celesh) | Ex-Dividend | May 19, 2025 | $0.28 |
 ISP.MI (celesh) | Ex-Dividend | May 19, 2025 | $0.18 |
 CVX (NIQUE3) | Ex-Dividend | May 19, 2025 | $1.71 |
ENI.MI (celesh) | Pay Day | May 21, 2025 | $0.28 |
ISP.MI (celesh) | Pay Day | May 21, 2025 | $0.18 |
C (thomaspj) | Pay Day | May 23, 2025 | $0.56 |
 JNJ (celesh) | Ex-Dividend | May 27, 2025 | $1.30 |
SBUX (celesh) | Pay Day | May 30, 2025 | $0.61 |
 GS (thomaspj) | Ex-Dividend | May 30, 2025 | $3.00 |
V (misterg23) | Pay Day | Jun 2, 2025 | $0.59 |
 NKE (celesh) | Ex-Dividend | Jun 2, 2025 | $0.40 |
V (thomaspj) | Pay Day | Jun 2, 2025 | $0.59 |
PHIA.NV | Pay Day | Jun 6, 2025 | -$0.92 |
PHG | Pay Day | Jun 6, 2025 | -$0.92 |
 BAC (celesh) | Ex-Dividend | Jun 6, 2025 | $0.26 |
 0386.HK (FundManagerZech) | Ex-Dividend | Jun 9, 2025 | $0.02 |
 GOOGL (AI-Revolution) | Ex-Dividend | Jun 9, 2025 | $0.21 |
 GOOG (celesh) | Ex-Dividend | Jun 9, 2025 | $0.21 |
GOOGL (NIQUE3) | Ex-Dividend | Jun 9, 2025 | $0.21 |
 JOE (FundManagerZech) | Ex-Dividend | Jun 10, 2025 | $0.14 |
JNJ (celesh) | Pay Day | Jun 10, 2025 | $1.30 |
 ELV (celesh) | Ex-Dividend | Jun 10, 2025 | $1.71 |
CVX (NIQUE3) | Pay Day | Jun 10, 2025 | $1.71 |
MSFT (AI-Revolution) | Pay Day | Jun 12, 2025 | $0.83 |
 TSM (AI-Revolution) | Ex-Dividend | Jun 12, 2025 | $0.68 |
MSFT (celesh) | Pay Day | Jun 12, 2025 | $0.83 |
TSM (celesh) | Ex-Dividend | Jun 12, 2025 | $0.68 |
MSFT (NIQUE3) | Pay Day | Jun 12, 2025 | $0.83 |
 KO (celesh) | Ex-Dividend | Jun 13, 2025 | $0.51 |
GOOGL (AI-Revolution) | Pay Day | Jun 16, 2025 | $0.21 |
GOOG (celesh) | Pay Day | Jun 16, 2025 | $0.21 |
GOOGL (NIQUE3) | Pay Day | Jun 16, 2025 | $0.21 |
 TTE.PA (celesh) | Ex-Dividend | Jun 19, 2025 | $0.88 |
 DIS (celesh) | Ex-Dividend | Jun 24, 2025 | $0.50 |
ELV (celesh) | Pay Day | Jun 25, 2025 | $1.71 |
JOE (FundManagerZech) | Pay Day | Jun 26, 2025 | $0.14 |
0386.HK (FundManagerZech) | Pay Day | Jun 27, 2025 | $0.02 |
BAC (celesh) | Pay Day | Jun 27, 2025 | $0.26 |
GS (thomaspj) | Pay Day | Jun 27, 2025 | $3.00 |
 3323.HK (FundManagerZech) | Pay Day | Jun 30, 2025 | $0.02 |
KO (celesh) | Pay Day | Jul 1, 2025 | $0.51 |
NKE (celesh) | Pay Day | Jul 1, 2025 | $0.40 |
TTE.PA (celesh) | Pay Day | Jul 1, 2025 | $0.88 |
 PLUS.L (AmitKup) | Pay Day | Jul 9, 2025 | $0.40 |
TSM (AI-Revolution) | Pay Day | Jul 10, 2025 | $0.68 |
TSM (celesh) | Pay Day | Jul 10, 2025 | $0.68 |
 ENEL.MI (celesh) | Ex-Dividend | Jul 21, 2025 | $0.28 |
DIS (celesh) | Pay Day | Jul 23, 2025 | $0.50 |
ENEL.MI (celesh) | Pay Day | Jul 23, 2025 | $0.28 |
Performance Metrics
Score 2.3/10
Beta
1.2
1.2
0
0.8
1.2
0
2
Sharpe Ratio
-0.36
-0.36
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.42
-0.42
-1
1
2
3
3
Jensen's Alpha
-21.15
-21.15
-22
0
2
4.5
4.5
Omega Ratio
0.49
0.49
0
1
1.5
2.5
2.5
Treynor Ratio
-0.83
-0.83
-1
0.75
1.25
2
2
Information Ratio
-0.8
-0.8
-1
0.3
0.6
1
1
Calmar Ratio
-0.18
-0.18
-1
0.3
0.6
1
1
Beta
1.2
1.2
0
0.8
1.2
0
2
Sharpe Ratio
-0.36
-0.36
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.42
-0.42
-1
1
2
3
3
Jensen's Alpha
-21.15
-21.15
-22
0
2
4.5
4.5
Omega Ratio
0.49
0.49
0
1
1.5
2.5
2.5
Treynor Ratio
-0.83
-0.83
-1
0.75
1.25
2
2
Information Ratio
-0.8
-0.8
-1
0.3
0.6
1
1
Calmar Ratio
-0.18
-0.18
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
58.53
High:
GEV
56.56GEVLow:
SDZNY
-24,677.78SDZNYDetails
PEG Ratio
6.67
High:
03690.HK
13.2203690.HKLow:GEV
6.52GEVDetails
Price/Book
10.93
High:GEV
12.57GEVLow:
RXO
1.49RXODetails
Price/Sales
2.95
High:GEV
3.1GEVLow:RXO
0.53RXODetails
Price/CF
20.18
High:RXO
268.19RXOLow:
PHG
12.69PHGDetails
Price/FCF
26.56
High:03690.HK
387.8103690.HKLow:PHG
15.86PHGDetails
P/E Ratio
58.53
High:GEV
56.56GEVLow:SDZNY
-24,677.78SDZNYDetails
PEG Ratio
6.67
High:03690.HK
13.2203690.HKLow:GEV
6.52GEVDetails
Price/Book
10.93
High:GEV
12.57GEVLow:RXO
1.49RXODetails
Price/Sales
2.95
High:GEV
3.1GEVLow:RXO
0.53RXODetails
Price/CF
20.18
High:RXO
268.19RXOLow:PHG
12.69PHGDetails
Price/FCF
26.56
High:03690.HK
387.8103690.HKLow:PHG
15.86PHGDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-80.73% | May 2018 | - | 84 |