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+3.72%
This Month
+18.45%
Year To Date
+52.94%
2 Years
+33.44%
5 Years
+68.97%
10 Years
+7.88%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading77.24%
- 📊 ETFs9.02%
- ❓ Other2.35%
- 🍞 Consumer Non Durables2.2%
- 💰 Finance1.96%
- 💵 Cash1.47%
- 💻 Electronic Technology1.16%
- 🧬 Health Technology1.07%
- 🪨 Non Energy Minerals0.74%
- 🛍️ Retail Trade0.67%
- 🪙 Cryptocurrencies0.63%
- 🚗 Consumer Durables0.47%
- 📡 Communications0.43%
- 🛠️ Producer Manufacturing0.34%
- 🧪 Process Industries0.32%
- 🖥️ Technology Services0.2%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq38.51%
- 🇺🇸 NYSE28.95%
- Regular Trading Hours - RTH5.25%
- 🇦🇺 Sydney4.74%
- 🇺🇸 Chicago Board Options Exchange3.76%
- 🇬🇧 LSE2.58%
- 🇫🇷 Euronext Paris1.81%
- 🇩🇪 Xetra ETFs1.73%
- 🇭🇰 Hong Kong Exchanges1.5%
- 🇨🇭 SIX1.08%
- 🇮🇹 Borsa Italiana0.84%
- 🇳🇱 Euronext Amsterdam0.83%
- 🇩🇪 FRA0.72%
- 🇩🇰 Copenhagen Stock Exchange0.71%
- 🌍 Digital Currency0.63%
- 🌍 CFD0.41%
- 🇪🇸 Bolsa De Madrid0.4%
- Tokyo Stock Exchange0.22%
- 🇸🇪 Stockholm Stock Exchange0.22%
- 🇫🇮 Helsinki Stock Exchange0.21%
- 🇦🇪 Dubai Financial Market0.13%
- 🌍 Commodity0.12%
- 🇳🇴 Oslo Stock Exchange0.09%
- 🌍 FX0.09%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States57.19%
- 🇦🇺 Australia4.74%
- 🇬🇧 United Kingdom2.26%
- 🇨🇳 China1.96%
- 🇫🇷 France1.71%
- 🇹🇼 Taiwan1.24%
- 🇨🇦 Canada1.23%
- 🇳🇱 Netherlands1.21%
- 🇩🇰 Denmark1.18%
- 🇨🇭 Switzerland1.08%
- 🇮🇹 Italy1.03%
- 🇮🇪 Ireland1.02%
- 🇰🇷 South Korea0.78%
- 🇩🇪 Germany0.72%
- 🇯🇵 Japan0.69%
- 🇪🇸 Spain0.4%
- 🇸🇪 Sweden0.37%
- 🇺🇾 Uruguay0.35%
- 🇫🇮 Finland0.21%
- 🇰🇾 Cayman Islands0.15%
- 🇧🇲 Bermuda0.11%
- 🇮🇱 Israel0.11%
- 🇳🇴 Norway0.09%
- 🇭🇰 Hong Kong0.05%
- 🇱🇺 Luxembourg0.04%
- 🇧🇷 Brazil0.03%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
0.98%
37 out of 71 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $MNODL.L (473.72%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 DividendGrowth | 0.1% | 2.24% | - |
 AussieEconomy | 0.1% | 2.01% | - |
 JeppeKirkBonde | 0.08% | 0.87% | - |
 CPHequities | 0.08% | 1.27% | - |
 Diabetes-Med | 0.07% | 1.26% | - |
 Congress-Buys | 0.06% | 1.49% | - |
 jaynemesis | 0.05% | 0.72% | - |
 WU | 0.05% | 13.09% | $0.94 |
 arash007 | 0.05% | 0.28% | - |
 LuxuryBrands | 0.04% | 2.01% | - |
 PFE.RTH | 0.04% | 6.07% | $1.63 |
 knw500 | 0.03% | 0.49% | - |
 MarianoPardo | 0.03% | 0.37% | - |
 MC.PA | 0.02% | 2.91% | $13 |
 BTI | 0.02% | 5.94% | $2.92 |
 DEQ.DE | 0.02% | 5.49% | $1.32 |
 DOW | 0.01% | 4.51% | $2.8 |
 VOD | 0.01% | 3.14% | $0.94 |
 PM.RTH | 0.01% | 2.99% | - |
 TM | 0.01% | 2.83% | $4.64 |
 ADM.L | 0.01% | 4.12% | $1.03 |
 MRK.RTH | 0.01% | 2.12% | $2.88 |
 2318.HK | 0.01% | 5.67% | $2.63 |
 KO.RTH | 0.01% | 2.07% | $1.8 |
 SCCO | 0.01% | 1.88% | $3.76 |
 AI-Revolution | 0.01% | 0.28% | - |
 2338.HK | 0.01% | 2.33% | $0.57 |
 PEP | 0.01% | 4.16% | $5.15 |
 1585.HK | 0.01% | 5.33% | $0.48 |
 LMT | 0.01% | 2.29% | $12.45 |
 DRS | 0% | 0.79% | - |
 0700.HK | 0% | 1.2% | $3.4 |
 9988.HK | 0% | 0.81% | $0.98 |
 BABA | 0% | 0.79% | $0.98 |
 COST | 0% | 0.58% | $19.22 |
 MNODL.L | 0% | 473.72% | - |
 0968.HK | 0% | 0.44% | $0.23 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
BTI | Pay Day | Aug 19, 2026 | $0.83 |
 WMT (arash007) | Ex-Dividend | Aug 21, 2026 | $0.25 |
WMT (arash007) | Pay Day | Sep 8, 2026 | $0.25 |
 CFR.ZU (LuxuryBrands) | Ex-Dividend | Sep 16, 2026 | $4.20 |
CFR.ZU (LuxuryBrands) | Pay Day | Sep 21, 2026 | $4.20 |
Performance Metrics
Score 3.3/10
Beta
1
1
0
0.8
1.2
0
2
Sharpe Ratio
0.31
0.31
0
0.5
1
1.5
1.5
Sortino Ratio
0.46
0.46
0
1
2
3
3
Jensen's Alpha
-5.99
-5.99
-6
0
2
4.5
4.5
Omega Ratio
0.66
0.66
0
1
1.5
2.5
2.5
Treynor Ratio
0.55
0.55
0
0.75
1.25
2
2
Information Ratio
-0.45
-0.45
-1
0.3
0.6
1
1
Calmar Ratio
0.19
0.19
0
0.3
0.6
1
1
Beta
1
1
0
0.8
1.2
0
2
Sharpe Ratio
0.31
0.31
0
0.5
1
1.5
1.5
Sortino Ratio
0.46
0.46
0
1
2
3
3
Jensen's Alpha
-5.99
-5.99
-6
0
2
4.5
4.5
Omega Ratio
0.66
0.66
0
1
1.5
2.5
2.5
Treynor Ratio
0.55
0.55
0
0.75
1.25
2
2
Information Ratio
-0.45
-0.45
-1
0.3
0.6
1
1
Calmar Ratio
0.19
0.19
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
18.79
High:0968.HK
137.430968.HKLow:VOD
-63.92VODDetails
PEG Ratio
242.49
High:2338.HK
2,472.112338.HKLow:VOD
-73.37VODDetails
Price/Book
2.16
High:LMT
16.07LMTLow:PM.RTH
-21.06PM.RTHDetails
Price/Sales
2.41
High:
QBTS.RTH
403.59QBTS.RTHLow:
LAC
-LACDetails
Price/CF
14.66
High:COST
29.89COSTLow:MNODL.L
0.75MNODL.LDetails
Price/FCF
28.33
High:9988.HK
2,771.019988.HKLow:2318.HK
1.722318.HKDetails
P/E Ratio
18.79
High:0968.HK
137.430968.HKLow:VOD
-63.92VODDetails
PEG Ratio
242.49
High:2338.HK
2,472.112338.HKLow:VOD
-73.37VODDetails
Price/Book
2.16
High:LMT
16.07LMTLow:PM.RTH
-21.06PM.RTHDetails
Price/Sales
2.41
High:QBTS.RTH
403.59QBTS.RTHLow:LAC
-LACDetails
Price/CF
14.66
High:COST
29.89COSTLow:MNODL.L
0.75MNODL.LDetails
Price/FCF
28.33
High:9988.HK
2,771.019988.HKLow:2318.HK
1.722318.HKDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-38.57% | Nov 2021 | Aug 2025 | 45 |
-24.62% | Sep 2019 | Aug 2020 | 11 |
-7.1% | May 2021 | Oct 2021 | 5 |
-5.32% | Feb 2026 | Apr 2026 | 2 |
-4.02% | Sep 2020 | Nov 2020 | 2 |
-2.57% | Jun 2026 | Aug 2026 | 2 |
-1.44% | Nov 2025 | Jan 2026 | 2 |