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-5.66%
This Month
-1.53%
Year To Date
+54.37%
2 Years
-0.65%
5 Years
-85.21%
10 Years
-19.62%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs30.02%
- 🪙 Cryptocurrencies23.7%
- 🖥️ Technology Services10.57%
- 👥 Copy Trading5.75%
- 🪨 Non Energy Minerals4.74%
- 🧬 Health Technology4.44%
- 🧪 Process Industries3.39%
- 📦 Distribution Services2.87%
- ⚡ Utilities2.68%
- 💰 Finance2.67%
- 💵 Cash2.26%
- ⛏️ Energy Minerals1.97%
- 🚚 Transportation1.66%
- 💻 Electronic Technology1.11%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE35.27%
- 🌍 Digital Currency24.5%
- 🇺🇸 Nasdaq18.01%
- 🇳🇱 Euronext Amsterdam3.8%
- 🇬🇧 LSE2.95%
- 🇪🇸 Bolsa De Madrid2.68%
- 🇫🇷 Euronext Paris1.81%
- 🇸🇦 Tadawul1.32%
- 🇺🇸 Chicago Board Options Exchange1.24%
- 🇳🇴 Oslo Stock Exchange0.66%
- 🌍 FX0.24%
Countries Breakdown
- Country
- Total
- 🇩🇪 Germany9.87%
- 🇺🇸 United States8.85%
- 🇧🇷 Brazil4.35%
- 🇳🇱 Netherlands3.94%
- 🇨🇭 Switzerland2.95%
- 🇪🇸 Spain2.68%
- 🇸🇦 Saudi Arabia1.32%
- 🇮🇱 Israel1.24%
- 🇧🇪 Belgium1.11%
- 🇫🇷 France0.7%
- 🇳🇴 Norway0.66%
- 🇰🇾 Cayman Islands0.05%
Dividends
Dividend Yield
1.1%
11 out of 25 instruments pay dividend.
13 dividend payments in the next 30 days.
Highest Dividend: $VAR.OL (9.88%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 CVX.US (SPX5000Trading) | Pay Day | Jun 10, 2026 | $1.78 |
 MSFT (SPX5000Trading) | Pay Day | Jun 11, 2026 | $0.91 |
 PFE | Pay Day | Jun 12, 2026 | $0.43 |
 VAR.OL | Pay Day | Jun 12, 2026 | $0.12 |
 UGI | Ex-Dividend | Jun 15, 2026 | $0.38 |
 TROW | Ex-Dividend | Jun 15, 2026 | $1.30 |
 META (SPX5000Trading) | Ex-Dividend | Jun 15, 2026 | $0.53 |
 KO (SPX5000Trading) | Ex-Dividend | Jun 15, 2026 | $0.53 |
 CTAS (SPX5000Trading) | Pay Day | Jun 15, 2026 | $0.45 |
 DUK (SPX5000Trading) | Pay Day | Jun 16, 2026 | $1.06 |
META (SPX5000Trading) | Pay Day | Jun 25, 2026 | $0.53 |
 NVDA (SPX5000Trading) | Pay Day | Jun 26, 2026 | $0.25 |
TROW | Pay Day | Jun 29, 2026 | $1.30 |
 ENG.MC | Ex-Dividend | Jun 30, 2026 | $0.71 |
UGI | Pay Day | Jul 1, 2026 | $0.38 |
KO (SPX5000Trading) | Pay Day | Jul 1, 2026 | $0.53 |
 ALL (SPX5000Trading) | Pay Day | Jul 1, 2026 | $1.08 |
ENG.MC | Pay Day | Jul 2, 2026 | $0.71 |
 GLEN.L | Ex-Dividend | Aug 26, 2026 | $0.09 |
GLEN.L | Pay Day | Sep 18, 2026 | $0.09 |
Performance Metrics
Score 5.4/10
Beta
2.36
2.36
0
0.8
1.2
0
3
Sharpe Ratio
0.35
0.35
0
0.5
1
1.5
1.5
Sortino Ratio
0.84
0.84
0
1
2
3
3
Jensen's Alpha
24.45
24.45
-2
0
2
25
25
Omega Ratio
1.35
1.35
0
1
1.5
2.5
2.5
Treynor Ratio
1.73
1.73
0
0.75
1.25
2
2
Information Ratio
0.28
0.28
0
0.3
0.6
1
1
Calmar Ratio
-0.19
-0.19
-1
0.3
0.6
1
1
Beta
2.36
2.36
0
0.8
1.2
0
3
Sharpe Ratio
0.35
0.35
0
0.5
1
1.5
1.5
Sortino Ratio
0.84
0.84
0
1
2
3
3
Jensen's Alpha
24.45
24.45
-2
0
2
25
25
Omega Ratio
1.35
1.35
0
1
1.5
2.5
2.5
Treynor Ratio
1.73
1.73
0
0.75
1.25
2
2
Information Ratio
0.28
0.28
0
0.3
0.6
1
1
Calmar Ratio
-0.19
-0.19
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
25.76
High:GLEN.L
265.22GLEN.LLow:
PNL.NV
-28.46PNL.NVDetails
PEG Ratio
104.74
High:VAR.OL
486.62VAR.OLLow:
ATO.PA
-0.57ATO.PADetails
Price/Book
2.94
High:
SAP
4.23SAPLow:VAR.OL
-52.09VAR.OLDetails
Price/Sales
2.2
High:SAP
5.05SAPLow:ATO.PA
0.09ATO.PADetails
Price/CF
14.26
High:
FXPO.L
23.77FXPO.LLow:
ZIM
2.34ZIMDetails
Price/FCF
34.53
High:
VALE
565.82VALELow:PNL.NV
4.81PNL.NVDetails
P/E Ratio
25.76
High:GLEN.L
265.22GLEN.LLow:PNL.NV
-28.46PNL.NVDetails
PEG Ratio
104.74
High:VAR.OL
486.62VAR.OLLow:ATO.PA
-0.57ATO.PADetails
Price/Book
2.94
High:SAP
4.23SAPLow:VAR.OL
-52.09VAR.OLDetails
Price/Sales
2.2
High:SAP
5.05SAPLow:ATO.PA
0.09ATO.PADetails
Price/CF
14.26
High:FXPO.L
23.77FXPO.LLow:ZIM
2.34ZIMDetails
Price/FCF
34.53
High:VALE
565.82VALELow:PNL.NV
4.81PNL.NVDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-98.5% | Jan 2018 | - | 102 |
-34.01% | Jun 2017 | Dec 2017 | 6 |