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+1.36%
This Month
+23.5%
Year To Date
+28.16%
2 Years
+28.16%
5 Years
+28.16%
10 Years
+13.21%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading71.6%
- 💵 Cash20.56%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Chicago Board Options Exchange14.39%
- 🇺🇸 NYSE13.98%
- 🇺🇸 Nasdaq12.8%
- 🇬🇧 LSE12.36%
- 🇳🇱 Euronext Amsterdam8.55%
- 🇫🇷 Euronext Paris5.14%
- 🇩🇪 FRA4.33%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States19.88%
- 🇫🇷 France5.14%
- 🇱🇺 Luxembourg4.53%
- 🇩🇪 Germany4.33%
- 🇬🇧 United Kingdom4.03%
- 🇳🇱 Netherlands4.02%
Dividends
Dividend Yield
0.56%
1 out of 1 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: RomainSoyard (0.78%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 RomainSoyard | 0.56% | 0.78% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 GLE.PA (RomainSoyard) | Ex-Dividend | Oct 7, 2025 | $0.70 |
GLE.PA (RomainSoyard) | Pay Day | Oct 9, 2025 | $0.70 |
Performance Metrics
Score 6.3/10
Beta
0.34
0.34
0
0.8
1.2
0
2
Sharpe Ratio
0.98
0.98
0
0.5
1
1.5
1.5
Sortino Ratio
1.97
1.97
0
1
2
3
3
Jensen's Alpha
0.82
0.82
-2
0
2
4.5
4.5
Omega Ratio
0.4
0.4
0
1
1.5
2.5
2.5
Treynor Ratio
1.98
1.98
0
0.75
1.25
2
2
Information Ratio
-1.25
-1.25
-2
0.3
0.6
1
1
Calmar Ratio
4.21
4.21
0
0.3
0.6
5
5
Beta
0.34
0.34
0
0.8
1.2
0
2
Sharpe Ratio
0.98
0.98
0
0.5
1
1.5
1.5
Sortino Ratio
1.97
1.97
0
1
2
3
3
Jensen's Alpha
0.82
0.82
-2
0
2
4.5
4.5
Omega Ratio
0.4
0.4
0
1
1.5
2.5
2.5
Treynor Ratio
1.98
1.98
0
0.75
1.25
2
2
Information Ratio
-1.25
-1.25
-2
0.3
0.6
1
1
Calmar Ratio
4.21
4.21
0
0.3
0.6
5
5
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
N/A
Details
PEG Ratio
N/A
Details
Price/Book
N/A
Details
Price/Sales
N/A
Details
Price/CF
N/A
Details
Price/FCF
N/A
Details
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-3.09% | Mar 2025 | Apr 2025 | 1 |
-2.76% | Aug 2024 | Jan 2025 | 5 |
-2.4% | Apr 2024 | May 2024 | 1 |
-0.98% | Jun 2024 | Jul 2024 | 1 |
-0.37% | Jul 2025 | Aug 2025 | 1 |
-0.04% | Dec 2023 | Jan 2024 | 1 |