Loading...
-1.71%
This Month
+13.74%
Year To Date
+45.37%
2 Years
+16.49%
5 Years
+16.54%
10 Years
+2.06%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading76.57%
- 🏭 Industrial Services9.55%
- 🧬 Health Technology4.88%
- 🛍️ Retail Trade2.32%
- 🛠️ Producer Manufacturing2.1%
- 🚚 Transportation1.97%
- 🪙 Cryptocurrencies1.87%
- 💵 Cash0.49%
- ⛏️ Energy Minerals0.18%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE56.31%
- 🇫🇷 Euronext Paris9.86%
- 🇺🇸 Nasdaq8.39%
- 🇬🇧 LSE5.72%
- 🇭🇰 Hong Kong Exchanges2.1%
- 🌍 Digital Currency2%
- 🇩🇪 FRA0.42%
Countries Breakdown
- Country
- Total
- 🇧🇲 Bermuda17.93%
- 🇨🇭 Switzerland13.2%
- 🇧🇷 Brazil13.13%
- 🇫🇷 France9.86%
- 🇮🇱 Israel8.69%
- 🇺🇸 United States8.51%
- 🇨🇳 China4.42%
- 🇬🇧 United Kingdom2.32%
- 🇷🇺 Russia1.64%
- 🇹🇼 Taiwan0.47%
- 🇩🇪 Germany0.42%
- 🇮🇪 Ireland0.26%
- 🇨🇦 Canada0.18%
- 🇳🇱 Netherlands0.11%
Dividends
Dividend Yield
7.36%
8 out of 14 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: $LKOD.L (76.06%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 Liziapukaja | 6.68% | 9.63% | - |
 DG.PA | 0.37% | 3.88% | $4.5 |
 JNJ | 0.11% | 2.2% | $4.81 |
 OGZDL.L | 0.1% | 67.74% | - |
 defense_investor | 0.03% | 0.47% | - |
 LKOD.L | 0.03% | 76.06% | - |
 BABA | 0.02% | 1.03% | $0.98 |
 01211.HK | 0.01% | 0.54% | $3.41 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 NVDA (defense_investor) | Pay Day | Jun 26, 2026 | $0.25 |
 GLW (defense_investor) | Pay Day | Jun 29, 2026 | $0.28 |
 TSM (defense_investor) | Pay Day | Jul 9, 2026 | $0.95 |
BABA | Pay Day | Jul 13, 2026 | $1.05 |
01211.HK | Pay Day | Jul 31, 2026 | $0.05 |
Performance Metrics
Score 3.1/10
Beta
0.56
0.56
0
0.8
1.2
0
2
Sharpe Ratio
0.13
0.13
0
0.5
1
1.5
1.5
Sortino Ratio
0.21
0.21
0
1
2
3
3
Jensen's Alpha
-4.74
-4.74
-5
0
2
4.5
4.5
Omega Ratio
0.66
0.66
0
1
1.5
2.5
2.5
Treynor Ratio
0.42
0.42
0
0.75
1.25
2
2
Information Ratio
-0.53
-0.53
-1
0.3
0.6
1
1
Calmar Ratio
0.08
0.08
0
0.3
0.6
1
1
Beta
0.56
0.56
0
0.8
1.2
0
2
Sharpe Ratio
0.13
0.13
0
0.5
1
1.5
1.5
Sortino Ratio
0.21
0.21
0
1
2
3
3
Jensen's Alpha
-4.74
-4.74
-5
0
2
4.5
4.5
Omega Ratio
0.66
0.66
0
1
1.5
2.5
2.5
Treynor Ratio
0.42
0.42
0
0.75
1.25
2
2
Information Ratio
-0.53
-0.53
-1
0.3
0.6
1
1
Calmar Ratio
0.08
0.08
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
21.61
High:JNJ
27.64JNJLow:
WIZZ.L
-511.57WIZZ.LDetails
PEG Ratio
553.01
High:DG.PA
563.59DG.PALow:OGZDL.L
0.01OGZDL.LDetails
Price/Book
3.61
High:JNJ
7.09JNJLow:LKOD.L
0.01LKOD.LDetails
Price/Sales
2.37
High:JNJ
6.07JNJLow:WIZZ.L
0.26WIZZ.LDetails
Price/CF
15.43
High:BABA
28.22BABALow:WIZZ.L
0.99WIZZ.LDetails
Price/FCF
47.89
High:BABA
1,196.17BABALow:WIZZ.L
2.78WIZZ.LDetails
P/E Ratio
21.61
High:JNJ
27.64JNJLow:WIZZ.L
-511.57WIZZ.LDetails
PEG Ratio
553.01
High:DG.PA
563.59DG.PALow:OGZDL.L
0.01OGZDL.LDetails
Price/Book
3.61
High:JNJ
7.09JNJLow:LKOD.L
0.01LKOD.LDetails
Price/Sales
2.37
High:JNJ
6.07JNJLow:WIZZ.L
0.26WIZZ.LDetails
Price/CF
15.43
High:BABA
28.22BABALow:WIZZ.L
0.99WIZZ.LDetails
Price/FCF
47.89
High:BABA
1,196.17BABALow:WIZZ.L
2.78WIZZ.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-39.89% | May 2019 | Feb 2026 | 81 |
-8.54% | May 2026 | - | 2 |