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-0.03%
Today
+1.33%
This Month
+0.15%
Year To Date
+43.61%
2 Years
+86.82%
5 Years
+15.51%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading76.38%
- 📊 ETFs20.84%
- 💵 Cash0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE25.56%
- 🇬🇧 LSE18.53%
- 🇺🇸 Nasdaq11.6%
- 🌍 Commodity3.84%
- 🌍 Digital Currency2.87%
- 🌍 FX2.05%
- 🇩🇪 FRA0.79%
- 🇭🇰 Hong Kong Exchanges0.53%
- 🌍 CFD0.43%
- 🇺🇸 Chicago Board Options Exchange0.38%
- 🇫🇷 Euronext Paris0.31%
- 🇮🇹 Borsa Italiana0.11%
- 🇩🇪 Xetra ETFs0.08%
- 🇨🇭 SIX0.02%
- 🇳🇱 Euronext Amsterdam0.01%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States21.37%
- 🇬🇧 United Kingdom7.7%
- 🇩🇪 Germany0.79%
- 🇨🇳 China0.71%
- 🇫🇷 France0.31%
- 🇱🇺 Luxembourg0.21%
- 🇮🇹 Italy0.11%
- 🇳🇱 Netherlands0.1%
- 🇯🇵 Japan0.07%
- 🇨🇭 Switzerland0.02%
- 🇨🇦 Canada0.02%
- 🇮🇪 Ireland0.02%
- 🇩🇰 Denmark0.01%
- 🇧🇷 Brazil0.01%
- 🇹🇼 Taiwan0.01%
Dividends
Dividend Yield
0.47%
10 out of 16 instruments pay dividend.
19 dividend payments in the next 30 days.
Highest Dividend: celesh (1.89%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 thomaspj | 0.22% | 1.17% | - |
 Ctalbot44 | 0.06% | 1.16% | - |
 celesh | 0.05% | 1.89% | - |
 SwillyFx | 0.04% | 1.06% | - |
 Allemann_Raoul | 0.03% | 1.41% | - |
 Rayeiris | 0.02% | 1.04% | - |
 StefanULS | 0.02% | 0.36% | - |
 Valueresort | 0.01% | 1.31% | - |
 ReeceAP | 0.01% | 1.19% | - |
 FiloSiro | 0% | 0.32% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 JPM (thomaspj) | Pay Day | Apr 30, 2025 | $1.40 |
 BAYN.DE (celesh) | Pay Day | Apr 30, 2025 | $0.12 |
 CVS (celesh) | Pay Day | May 1, 2025 | $0.66 |
 DELL (StefanULS) | Pay Day | May 2, 2025 | $0.52 |
 INGA.NV (celesh) | Pay Day | May 2, 2025 | $0.74 |
 C (thomaspj) | Ex-Dividend | May 5, 2025 | $0.56 |
 EL.PA (Ctalbot44) | Ex-Dividend | May 6, 2025 | $4.10 |
 RACE (celesh) | Pay Day | May 6, 2025 | $3.12 |
 ASML (celesh) | Pay Day | May 6, 2025 | $1.92 |
 GAW.L (Rayeiris) | Pay Day | May 7, 2025 | $1.29 |
 AXP (thomaspj) | Pay Day | May 9, 2025 | $0.82 |
 WMT (Valueresort) | Ex-Dividend | May 9, 2025 | $0.24 |
 MA (celesh) | Pay Day | May 9, 2025 | $0.76 |
 DAL (StefanULS) | Ex-Dividend | May 13, 2025 | $0.15 |
 MSFT (StefanULS) | Ex-Dividend | May 15, 2025 | $0.83 |
 TSCO.L (ReeceAP) | Ex-Dividend | May 15, 2025 | $0.12 |
 ULVR.L (ReeceAP) | Ex-Dividend | May 15, 2025 | $0.52 |
MSFT (FiloSiro) | Ex-Dividend | May 15, 2025 | $0.83 |
MSFT (Valueresort) | Ex-Dividend | May 15, 2025 | $0.83 |
MSFT (celesh) | Ex-Dividend | May 15, 2025 | $0.83 |
 GEV (Ctalbot44) | Pay Day | May 16, 2025 | $0.25 |
 0700.HK (FiloSiro) | Ex-Dividend | May 16, 2025 | $0.58 |
 SBUX (celesh) | Ex-Dividend | May 16, 2025 | $0.61 |
 WBD.MI (FiloSiro) | Ex-Dividend | May 19, 2025 | $0.09 |
 SO (Valueresort) | Ex-Dividend | May 19, 2025 | $0.72 |
 ENI.MI (celesh) | Ex-Dividend | May 19, 2025 | $0.28 |
 ISP.MI (celesh) | Ex-Dividend | May 19, 2025 | $0.18 |
 LSEG.L (Ctalbot44) | Pay Day | May 21, 2025 | $1.13 |
WBD.MI (FiloSiro) | Pay Day | May 21, 2025 | $0.09 |
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 |
 RMV.L (Rayeiris) | Pay Day | May 23, 2025 | $0.08 |
 TEP.PA (Rayeiris) | Ex-Dividend | May 26, 2025 | $4.40 |
WMT (Valueresort) | Pay Day | May 27, 2025 | $0.24 |
 JNJ (celesh) | Ex-Dividend | May 27, 2025 | $1.30 |
TEP.PA (Rayeiris) | Pay Day | May 28, 2025 | $4.40 |
 GS (thomaspj) | Ex-Dividend | May 30, 2025 | $3.00 |
0700.HK (FiloSiro) | Pay Day | May 30, 2025 | $0.58 |
 TMUS (Valueresort) | Ex-Dividend | May 30, 2025 | $0.88 |
 IBKR (Rayeiris) | Ex-Dividend | May 30, 2025 | $0.32 |
SBUX (celesh) | Pay Day | May 30, 2025 | $0.61 |
DAL (StefanULS) | Pay Day | Jun 3, 2025 | $0.15 |
EL.PA (Ctalbot44) | Pay Day | Jun 5, 2025 | $4.10 |
 SBRY.L (ReeceAP) | Ex-Dividend | Jun 5, 2025 | $0.13 |
SO (Valueresort) | Pay Day | Jun 6, 2025 | $0.72 |
 BAC (celesh) | Ex-Dividend | Jun 6, 2025 | $0.26 |
 GOOG (Ctalbot44) | Ex-Dividend | Jun 9, 2025 | $0.21 |
GOOG (StefanULS) | Ex-Dividend | Jun 9, 2025 | $0.21 |
GOOG (FiloSiro) | Ex-Dividend | Jun 9, 2025 | $0.21 |
 GOOGL (Valueresort) | Ex-Dividend | Jun 9, 2025 | $0.21 |
GOOG (Rayeiris) | Ex-Dividend | Jun 9, 2025 | $0.21 |
GOOG (celesh) | Ex-Dividend | Jun 9, 2025 | $0.21 |
JNJ (celesh) | Pay Day | Jun 10, 2025 | $1.30 |
 ELV (celesh) | Ex-Dividend | Jun 10, 2025 | $1.71 |
MSFT (StefanULS) | Pay Day | Jun 12, 2025 | $0.83 |
MSFT (FiloSiro) | Pay Day | Jun 12, 2025 | $0.83 |
MSFT (Valueresort) | Pay Day | Jun 12, 2025 | $0.83 |
TMUS (Valueresort) | Pay Day | Jun 12, 2025 | $0.88 |
MSFT (celesh) | Pay Day | Jun 12, 2025 | $0.83 |
 TSM (celesh) | Ex-Dividend | Jun 12, 2025 | $0.68 |
ULVR.L (ReeceAP) | Pay Day | Jun 13, 2025 | $0.52 |
IBKR (Rayeiris) | Pay Day | Jun 13, 2025 | $0.32 |
GOOG (Ctalbot44) | Pay Day | Jun 16, 2025 | $0.21 |
GOOG (StefanULS) | Pay Day | Jun 16, 2025 | $0.21 |
GOOG (FiloSiro) | Pay Day | Jun 16, 2025 | $0.21 |
GOOGL (Valueresort) | Pay Day | Jun 16, 2025 | $0.21 |
GOOG (Rayeiris) | Pay Day | Jun 16, 2025 | $0.21 |
GOOG (celesh) | Pay Day | Jun 16, 2025 | $0.21 |
 EEM (Allemann_Raoul) | Pay Day | Jun 17, 2025 | $0.00 |
 DIS (Valueresort) | Ex-Dividend | Jun 24, 2025 | $0.50 |
DIS (celesh) | Ex-Dividend | Jun 24, 2025 | $0.50 |
ELV (celesh) | Pay Day | Jun 25, 2025 | $1.71 |
GS (thomaspj) | Pay Day | Jun 27, 2025 | $3.00 |
TSCO.L (ReeceAP) | Pay Day | Jun 27, 2025 | $0.12 |
BAC (celesh) | Pay Day | Jun 27, 2025 | $0.26 |
 TNA (SwillyFx) | Pay Day | Jul 2, 2025 | $0.15 |
TSM (celesh) | Pay Day | Jul 10, 2025 | $0.68 |
SBRY.L (ReeceAP) | Pay Day | Jul 11, 2025 | $0.13 |
 ENEL.MI (celesh) | Ex-Dividend | Jul 21, 2025 | $0.28 |
DIS (Valueresort) | Pay Day | Jul 23, 2025 | $0.50 |
DIS (celesh) | Pay Day | Jul 23, 2025 | $0.50 |
ENEL.MI (celesh) | Pay Day | Jul 23, 2025 | $0.28 |
 KWEB (SwillyFx) | Pay Day | Dec 18, 2025 | $0.00 |
Performance Metrics
Score 6.4/10
Beta
0.87
0.87
0
0.8
1.2
0
2
Sharpe Ratio
0.53
0.53
0
0.5
1
1.5
1.5
Sortino Ratio
1.31
1.31
0
1
2
3
3
Jensen's Alpha
8.5
8.5
-2
0
2
9
9
Omega Ratio
1.34
1.34
0
1
1.5
2.5
2.5
Treynor Ratio
1.43
1.43
0
0.75
1.25
2
2
Information Ratio
0.29
0.29
0
0.3
0.6
1
1
Calmar Ratio
0.56
0.56
0
0.3
0.6
1
1
Beta
0.87
0.87
0
0.8
1.2
0
2
Sharpe Ratio
0.53
0.53
0
0.5
1
1.5
1.5
Sortino Ratio
1.31
1.31
0
1
2
3
3
Jensen's Alpha
8.5
8.5
-2
0
2
9
9
Omega Ratio
1.34
1.34
0
1
1.5
2.5
2.5
Treynor Ratio
1.43
1.43
0
0.75
1.25
2
2
Information Ratio
0.29
0.29
0
0.3
0.6
1
1
Calmar Ratio
0.56
0.56
0
0.3
0.6
1
1
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 |
|---|---|---|---|
-27.8% | Nov 2021 | Feb 2024 | 27 |
-13.84% | Apr 2024 | - | 13 |
-3.48% | Sep 2021 | Oct 2021 | 1 |