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+1.41%
This Month
-1.56%
Year To Date
+2.4%
2 Years
-56.3%
5 Years
-58.68%
10 Years
-15.96%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services18.73%
- 💻 Electronic Technology12.09%
- 💼 Commercial Services8.95%
- 👥 Copy Trading6.52%
- 💵 Cash6.01%
- 🪨 Non Energy Minerals5.53%
- 📊 ETFs4.88%
- 🚗 Consumer Durables4.39%
- 💰 Finance3.57%
- 🛍️ Retail Trade2.89%
- 🧬 Health Technology2.8%
- ⛏️ Energy Minerals2.35%
- 🛠️ Producer Manufacturing2.17%
- 🧪 Process Industries1.83%
- 🪙 Cryptocurrencies1.19%
- 🍞 Consumer Non Durables1.15%
- 📦 Distribution Services1.1%
- 💇♀️ Consumer Services1.09%
- 🚚 Transportation0.95%
- 🌾 Commodities0.91%
- ⚡ Utilities0.8%
- 📡 Communications0.76%
- 🏭 Industrial Services0.69%
- ❓ Other0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq46.13%
- 🇺🇸 NYSE32.46%
- 🌍 Digital Currency2.04%
- 🇭🇰 Hong Kong Exchanges1%
- 🌍 Commodity0.99%
- 🇬🇧 LSE0.93%
- 🇦🇺 Sydney0.21%
- 🇩🇰 Copenhagen Stock Exchange0.19%
- 🇫🇷 Euronext Paris0.16%
- 🇸🇪 Stockholm Stock Exchange0.14%
- 🇺🇸 Chicago Board Options Exchange0.13%
- 🌍 CFD0.13%
- 🇧🇪 Euronext Brussels0.06%
- 🇨🇭 SIX0.06%
- 🇳🇱 Euronext Amsterdam0.05%
- 🇩🇪 FRA0.02%
- 🌍 FX0.01%
- 🇳🇴 Oslo Stock Exchange0.01%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States57.89%
- 🇨🇦 Canada6.02%
- 🇳🇱 Netherlands1.95%
- 🇨🇳 China1.92%
- 🇦🇺 Australia1.46%
- 🇬🇧 United Kingdom1.31%
- 🇹🇼 Taiwan1.2%
- 🇨🇭 Switzerland1.02%
- 🇩🇰 Denmark0.71%
- 🇧🇷 Brazil0.68%
- 🇲🇨 Monaco0.55%
- 🇭🇰 Hong Kong0.44%
- 🇨🇱 Chile0.2%
- 🇩🇪 Germany0.19%
- 🇫🇷 France0.16%
- 🇸🇪 Sweden0.14%
- 🇬🇷 Greece0.13%
- 🇿🇦 South Africa0.12%
- 🇧🇲 Bermuda0.11%
- 🇱🇺 Luxembourg0.09%
- 🇰🇾 Cayman Islands0.08%
- 🇧🇪 Belgium0.06%
- 🇮🇱 Israel0.06%
- 🇦🇷 Argentina0.05%
- 🇮🇪 Ireland0.04%
- 🇰🇷 South Korea0.02%
- 🇷🇺 Russia0.01%
- 🇺🇾 Uruguay0.01%
- 🇳🇴 Norway0.01%
- 🇨🇴 Colombia0.01%
- 🇨🇾 Cyprus0%
Dividends
Dividend Yield
0.61%
59 out of 176 instruments pay dividend.
22 dividend payments in the next 30 days.
Highest Dividend: $OGZDL.L (67.74%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 DividendGrowth | 0.04% | 2.52% | - |
 VALE | 0.04% | 6.38% | $1.33 |
 Private-Equity | 0.04% | 2.33% | - |
 COP | 0.04% | 3.58% | $3.25 |
 RIO | 0.03% | 5.35% | $4.34 |
 RWAY | 0.03% | 14.88% | $1.85 |
 F | 0.02% | 6.08% | $0.78 |
 NOG | 0.02% | 8.31% | $1.58 |
 LMT | 0.02% | 2.62% | $12.45 |
 Ambitriber | 0.02% | 2.63% | - |
 BHP | 0.02% | 3.82% | $3.01 |
 STNG | 0.02% | 2.76% | $1.4 |
 BTRW.L | 0.01% | 4.64% | $0.28 |
 MOS | 0.01% | 2.94% | $0.82 |
 NVO | 0.01% | 2.21% | $0.98 |
 WMB | 0.01% | 3.13% | $1.85 |
 DELL | 0.01% | 1.37% | $1.63 |
 00384.HK | 0.01% | 6.18% | $0.55 |
 TSM | 0.01% | 0.82% | $1.74 |
 3323.HK | 0.01% | 2.9% | $0.25 |
 WB | 0.01% | 7.06% | - |
 OGZDL.L | 0.01% | 67.74% | - |
 QCOM | 0.01% | 2.11% | $3.25 |
 341.HK | 0.01% | 6.14% | $0.57 |
 DIS | 0.01% | 0.89% | $0.75 |
 NEE | 0.01% | 2.61% | $1.97 |
 SHIP | 0.01% | 5.67% | $0.1 |
 ORCL | 0.01% | 0.68% | $1.6 |
 FMC | 0.01% | 7.86% | $2.32 |
 RuslanGaibov | 0.01% | 0.67% | - |
 JPM | 0.01% | 1.84% | $4.4 |
 TX | 0.01% | 7.44% | $3.3 |
 COST | 0.01% | 0.54% | $19.22 |
 GLEN.L | 0.01% | 2.15% | $0.1 |
 GOOG | 0.01% | 0.32% | $0.2 |
 POOL | 0.01% | 1.67% | $4.5 |
 XOM | 0.01% | 3.51% | $3.76 |
 LW | 0.01% | 2.25% | $1.28 |
 NOVO-B.CO | 0.01% | 3.24% | $9.4 |
 WHC.ASX | 0% | 2.18% | $0.49 |
 NKE | 0% | 2.37% | $1.45 |
 CNI | 0% | 2.7% | $2.42 |
 AMAT | 0% | 0.78% | $1.44 |
 ASC | 0% | 3.23% | $0.87 |
 BWXT | 0% | 0.48% | $0.94 |
 ACM | 0% | 0.78% | $0.84 |
 CRM | 0% | 0.65% | $0.4 |
 STM.US | 0% | 1.01% | $0.23 |
 00175.HK | 0% | 1.67% | $0.22 |
 TER | 0% | 0.35% | $0.46 |
 CEG | 0% | 0.41% | - |
 METC | 0% | 0.29% | $0.53 |
 MRVL | 0% | 0.28% | $0.24 |
 INTC | 0% | 0.33% | $0.5 |
 RLX | 0% | 0.67% | $0.01 |
 META | 0% | 0.35% | $1 |
 REGN | 0% | 0.46% | - |
 NVDA | 0% | 0.02% | $0.02 |
 CesareQuerci | 0% | 0% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 LOW (DividendGrowth) | Ex-Dividend | Oct 22, 2025 | $1.20 |
ORCL | Pay Day | Oct 23, 2025 | $0.50 |
 PG (DividendGrowth) | Ex-Dividend | Oct 24, 2025 | $1.06 |
 SYY (DividendGrowth) | Pay Day | Oct 24, 2025 | $0.54 |
 MKC (DividendGrowth) | Pay Day | Oct 27, 2025 | $0.45 |
 PSEC (Ambitriber) | Ex-Dividend | Oct 29, 2025 | $0.04 |
MRVL | Pay Day | Oct 30, 2025 | $0.06 |
JPM | Pay Day | Oct 31, 2025 | $1.50 |
COST | Ex-Dividend | Oct 31, 2025 | $1.30 |
DELL | Pay Day | Oct 31, 2025 | $0.52 |
LW | Ex-Dividend | Oct 31, 2025 | $0.37 |
NOG | Pay Day | Oct 31, 2025 | $0.45 |
 EIX (DividendGrowth) | Pay Day | Oct 31, 2025 | $0.83 |
 TXN (DividendGrowth) | Ex-Dividend | Oct 31, 2025 | $1.42 |
 CASY (DividendGrowth) | Ex-Dividend | Oct 31, 2025 | $0.57 |
 ZTO (RuslanGaibov) | Pay Day | Oct 31, 2025 | $0.30 |
 BMY (Ambitriber) | Pay Day | Nov 3, 2025 | $0.62 |
LOW (DividendGrowth) | Pay Day | Nov 5, 2025 | $1.20 |
 PFE (Ambitriber) | Ex-Dividend | Nov 7, 2025 | $0.43 |
 APD (DividendGrowth) | Pay Day | Nov 10, 2025 | $1.79 |
 TGT (DividendGrowth) | Ex-Dividend | Nov 12, 2025 | $1.14 |
TXN (DividendGrowth) | Pay Day | Nov 12, 2025 | $1.42 |
COST | Pay Day | Nov 14, 2025 | $1.30 |
BTRW.L | Pay Day | Nov 14, 2025 | $0.16 |
 CL (DividendGrowth) | Pay Day | Nov 14, 2025 | $0.52 |
 GD (DividendGrowth) | Pay Day | Nov 14, 2025 | $1.50 |
CASY (DividendGrowth) | Pay Day | Nov 14, 2025 | $0.57 |
PG (DividendGrowth) | Pay Day | Nov 17, 2025 | $1.06 |
 LHX (DividendGrowth) | Ex-Dividend | Nov 17, 2025 | $1.20 |
 ABT (Ambitriber) | Pay Day | Nov 17, 2025 | $0.59 |
 MF.PA (Private-Equity) | Ex-Dividend | Nov 18, 2025 | $1.75 |
PSEC (Ambitriber) | Pay Day | Nov 18, 2025 | $0.04 |
AMAT | Ex-Dividend | Nov 20, 2025 | $0.46 |
 MSFT (DividendGrowth) | Ex-Dividend | Nov 20, 2025 | $0.91 |
MF.PA (Private-Equity) | Pay Day | Nov 20, 2025 | $1.75 |
 JNJ (DividendGrowth) | Ex-Dividend | Nov 25, 2025 | $1.30 |
 SPGI (DividendGrowth) | Ex-Dividend | Nov 25, 2025 | $0.96 |
LW | Pay Day | Nov 28, 2025 | $0.37 |
 EQT.ST (Private-Equity) | Ex-Dividend | Nov 28, 2025 | $0.22 |
 DOW (Ambitriber) | Ex-Dividend | Nov 28, 2025 | $0.35 |
LMT | Ex-Dividend | Dec 1, 2025 | $3.45 |
LMT (DividendGrowth) | Ex-Dividend | Dec 1, 2025 | $3.45 |
TGT (DividendGrowth) | Pay Day | Dec 1, 2025 | $1.14 |
PFE (Ambitriber) | Pay Day | Dec 1, 2025 | $0.43 |
 TSN (Ambitriber) | Ex-Dividend | Dec 1, 2025 | $0.50 |
 MC.PA (Ambitriber) | Ex-Dividend | Dec 2, 2025 | $6.47 |
EQT.ST (Private-Equity) | Pay Day | Dec 4, 2025 | $0.22 |
MC.PA (Ambitriber) | Pay Day | Dec 4, 2025 | $6.47 |
LHX (DividendGrowth) | Pay Day | Dec 5, 2025 | $1.20 |
JNJ (DividendGrowth) | Pay Day | Dec 9, 2025 | $1.30 |
SPGI (DividendGrowth) | Pay Day | Dec 10, 2025 | $0.96 |
AMAT | Pay Day | Dec 11, 2025 | $0.46 |
TSM | Ex-Dividend | Dec 11, 2025 | $0.84 |
MSFT (DividendGrowth) | Pay Day | Dec 11, 2025 | $0.91 |
DOW (Ambitriber) | Pay Day | Dec 12, 2025 | $0.35 |
TSN (Ambitriber) | Pay Day | Dec 15, 2025 | $0.50 |
 INDA (Ambitriber) | Pay Day | Dec 20, 2025 | $0.00 |
LMT | Pay Day | Dec 30, 2025 | $3.45 |
LMT (DividendGrowth) | Pay Day | Dec 30, 2025 | $3.45 |
TSM | Pay Day | Jan 8, 2026 | $0.84 |
Performance Metrics
Score 2.2/10
Beta
1.14
1.14
0
0.8
1.2
0
2
Sharpe Ratio
-0.65
-0.65
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.8
-0.8
-1
1
2
3
3
Jensen's Alpha
-26.14
-26.14
-27
0
2
4.5
4.5
Omega Ratio
0.31
0.31
0
1
1.5
2.5
2.5
Treynor Ratio
-1.24
-1.24
-2
0.75
1.25
2
2
Information Ratio
-1.49
-1.49
-2
0.3
0.6
1
1
Calmar Ratio
-0.22
-0.22
-1
0.3
0.6
1
1
Beta
1.14
1.14
0
0.8
1.2
0
2
Sharpe Ratio
-0.65
-0.65
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.8
-0.8
-1
1
2
3
3
Jensen's Alpha
-26.14
-26.14
-27
0
2
4.5
4.5
Omega Ratio
0.31
0.31
0
1
1.5
2.5
2.5
Treynor Ratio
-1.24
-1.24
-2
0.75
1.25
2
2
Information Ratio
-1.49
-1.49
-2
0.3
0.6
1
1
Calmar Ratio
-0.22
-0.22
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
42.79
High:
NEGG
1,329.72NEGGLow:
MRVL
-677.51MRVLDetails
PEG Ratio
437.9
High:
NBIS
6,181.71NBISLow:MRVL
-757.82MRVLDetails
Price/Book
11.59
High:
RBLX
264.61RBLXLow:
NIO
-94.18NIODetails
Price/Sales
9.1
High:
AUR
9,496.2AURLow:
SICPQ
-0.02SICPQDetails
Price/CF
28.65
High:
BULL
1,936.14BULLLow:
VTLE
0.55VTLEDetails
Price/FCF
58.93
High:
NEE
2,356.18NEELow:
OPEN
0.76OPENDetails
P/E Ratio
42.79
High:NEGG
1,329.72NEGGLow:MRVL
-677.51MRVLDetails
PEG Ratio
437.9
High:NBIS
6,181.71NBISLow:MRVL
-757.82MRVLDetails
Price/Book
11.59
High:RBLX
264.61RBLXLow:NIO
-94.18NIODetails
Price/Sales
9.1
High:AUR
9,496.2AURLow:SICPQ
-0.02SICPQDetails
Price/CF
28.65
High:BULL
1,936.14BULLLow:VTLE
0.55VTLEDetails
Price/FCF
58.93
High:NEE
2,356.18NEELow:OPEN
0.76OPENDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-74.47% | Jul 2021 | - | 52 |
-5.17% | Oct 2020 | Nov 2020 | 1 |
-3.04% | Feb 2021 | Jun 2021 | 4 |