Portfolio of LubomirRidzon on eToro

LubomirRidzon

🇸🇰 Stock Value Investor.

30 copiers.

Copy Trading does not amount to investment advice. Your investments value may go up or down. Your capital is at risk.

Summary

+1.13%

This Month

+15.88%

Year To Date

+56.31%

2 Years

+85.53%

5 Years

+328.49%

10 Years

+27.88%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💰 Finance
24.26%
💻 Electronic Technology
13.14%
🖥️ Technology Services
12.2%
🛍️ Retail Trade
6.23%
⛏️ Energy Minerals
5.83%
⚡ Utilities
5.57%
🚚 Transportation
4.35%
🍞 Consumer Non Durables
3.94%
🛠️ Producer Manufacturing
3.93%
🏭 Industrial Services
3.53%
📡 Communications
3.29%
🧬 Health Technology
3.18%
🚗 Consumer Durables
3.17%
💼 Commercial Services
1.95%
🪨 Non Energy Minerals
1.93%
💇‍♀️ Consumer Services
1.52%
🏥 Health Services
1.32%
🧪 Process Industries
0.42%
❓ Other
0.19%
💵 Cash
0.11%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
38.3%
🇺🇸 Nasdaq
24.62%
🇬🇧 LSE
10.5%
🇭🇰 Hong Kong Exchanges
7.97%
🇫🇷 Euronext Paris
7.52%
🇩🇪 FRA
4.15%
🇪🇸 Bolsa De Madrid
2.48%
🇨🇭 SIX
2.38%
🇳🇱 Euronext Amsterdam
0.65%
🇩🇰 Copenhagen Stock Exchange
0.54%
🇮🇹 Borsa Italiana
0.34%
🇧🇪 Euronext Brussels
0.32%
🇸🇪 Stockholm Stock Exchange
0.13%
Regular Trading Hours - RTH
0.05%

Countries Breakdown

Country
Total

🇺🇸 United States
50.56%
🇬🇧 United Kingdom
12.11%
🇫🇷 France
7.52%
🇨🇳 China
5.97%
🇪🇸 Spain
4.15%
🇩🇪 Germany
4.15%
🇨🇭 Switzerland
3.18%
🇭🇰 Hong Kong
2.59%
🇨🇦 Canada
2.17%
🇰🇷 South Korea
1.57%
🇳🇱 Netherlands
1.23%
🇮🇪 Ireland
0.88%
🇧🇷 Brazil
0.8%
🇩🇰 Denmark
0.54%
🇮🇹 Italy
0.34%
🇺🇾 Uruguay
0.34%
🇯🇵 Japan
0.33%
🇧🇪 Belgium
0.32%
🇦🇺 Australia
0.32%
🇮🇱 Israel
0.28%
🇿🇦 South Africa
0.27%
🇸🇪 Sweden
0.13%

Dividends

Dividend Yield

2.41%

200 out of 236 instruments pay dividend.

6 dividend payments in the next 30 days.

Highest Dividend: $TFI.PA (8.88%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
PAGP	0.05%	7.64%	$1.17
BP.L	0.05%	4.52%	$0.23
HSBC	0.04%	3.51%	$3.03
SHEL	0.04%	3.22%	$2.7
TTE.PA	0.04%	4.45%	$3.06
ALV.DE	0.04%	3.96%	$13.8
BNP.PA	0.04%	4.71%	$4.6
LLOY.L	0.04%	3.17%	$0.03
GLE.PA	0.04%	1.98%	$0.9
CS.PA	0.03%	5.16%	$1.98
XOM	0.03%	2.62%	$3.76
VZ	0.03%	5.97%	$2.66
LI.PA	0.03%	4.83%	$1.8
PFE	0.03%	6.88%	$1.66
UPS	0.03%	6.29%	$6.5
ENGI.PA	0.02%	4.98%	$1.43
RNO.PA	0.02%	8.07%	$1.85
AV.L	0.02%	5.66%	$0.33
0762.HK	0.02%	6.92%	$0.37
T.US	0.02%	4.77%	$1.11
ACS.MC	0.02%	1.71%	$1.57
VOD	0.02%	3.23%	$0.94
LGEN.L	0.02%	7.25%	$0.2
BATS.L	0.02%	5.35%	$2.36
SAN	0.02%	1.42%	$0.13
0998.HK	0.02%	5.54%	$0.38
0728.HK	0.02%	6.4%	$0.26
DHL.DE	0.02%	3.28%	$1.85
0941.HK	0.02%	6.3%	$4.83
SBRA	0.02%	5.67%	$1.2
NN.NV	0.02%	4.75%	$3.2
ENB	0.02%	5.03%	$2.66
F	0.02%	4.09%	$0.78
SREN.ZU	0.02%	4.67%	$6.22
SKT	0.02%	2.93%	$1.04
0883.HK	0.02%	5.37%	$1.25
WFC	0.02%	2.08%	$1.4
GAP	0.02%	3.38%	$0.6
2318.HK	0.02%	5.23%	$2.63
VALE	0.02%	6.03%	$1.33
PBR	0.02%	4.96%	$1.73
IMB.L	0.02%	5.81%	$1.49
SPG	0.02%	3.84%	$7.75
00019.HK	0.02%	3.82%	$3.2
ENEL.MI	0.02%	5.01%	$0.43
TELFY	0.02%	6.24%	$0.24
ORA.PA	0.02%	4.53%	$0.72
BARC.L	0.02%	1.69%	$0.08
01336.HK	0.02%	5.78%	$0.85
VOW3.DE	0.02%	7.04%	$9.06
ZURN.ZU	0.02%	4.87%	$26
B	0.02%	2.47%	$0.4
SBRY.L	0.02%	3.78%	$0.13
C	0.02%	1.81%	$2.12
1816.HK	0.01%	3.41%	$0.1
MAERSKB.CO	0.01%	2.76%	$515
00857.HK	0.01%	5.32%	$0.48
MRK	0.01%	2.58%	$3.04
EIX	0.01%	4.72%	$3.04
3988.HK	0.01%	4.62%	$0.26
USB	0.01%	3.3%	$1.94
2628.HK	0.01%	3.32%	$0.47
MO	0.01%	6.21%	$3.92
BBY	0.01%	4.43%	$3.72
TFI.PA	0.01%	8.88%	$0.55
ITV.L	0.01%	6.68%	$0.05
LNC	0.01%	3.95%	$1.8
MSFT	0.01%	0.78%	$3
IBE.MC	0.01%	3.37%	$0.45
UNH	0.01%	2.16%	$7.74
D	0.01%	3.86%	$2.67
BMW.DE	0.01%	7.39%	$6
1186.HK	0.01%	7.28%	$0.35
RIO	0.01%	4.12%	$4.34
MAP.MC	0.01%	3.3%	$0.12
LHA.DE	0.01%	3.67%	$0.3
ULVR.L	0.01%	3.57%	$1.47
VIE.PA	0.01%	4.35%	$1.25
GSK.L	0.01%	3.48%	$0.59
KMB	0.01%	4.65%	$4.8
TGT	0.01%	3.17%	$4.42
MET.US	0.01%	2.41%	$2.11
AEP	0.01%	2.97%	$3.47
GRMN	0.01%	1.43%	$3.71
UNM	0.01%	2.19%	$1.46
1800.HK	0.01%	5.5%	$0.32
2601.HK	0.01%	4.33%	$1.12
DUK	0.01%	3.4%	$4.1
NESN.ZU	0.01%	3.83%	$3
UBSG.ZU	0.01%	2.01%	$0.64
IBM	0.01%	3.01%	$6.65
FDX	0.01%	1.81%	$5.16
RED.MC	0.01%	4.23%	$0.81
JPM	0.01%	1.71%	$4.4
BN.PA	0.01%	3.33%	$2.1
ACN	0.01%	3.93%	$4.99
CVS	0.01%	2.55%	$2.54
LMT	0.01%	2.34%	$12.45
CON.DE	0.01%	3.74%	$2.2
TSCO.L	0.01%	2.97%	$0.12
OKE	0.01%	4.63%	$3.89
GILD	0.01%	2.47%	$3.04
NKE	0.01%	3.91%	$1.45
BHP	0.01%	3.11%	$3.01
MMM	0.01%	1.71%	$5.21
JNJ	0.01%	2.04%	$4.81
0992.HK	0.01%	1.77%	$0.38
BAC	0.01%	1.81%	$0.96
IP.US	0.01%	4.53%	$1.85
PHIA.NV	0.01%	3.74%	-
IAG.L	0.01%	1.6%	-
SWK	0.01%	3.51%	$3.24
FNTN.DE	0.01%	8.57%	$1.77
WTRG	0.01%	3.44%	$1.23
00006.HK	0.01%	4.78%	$2.82
1398.HK	0.01%	4.66%	$0.33
HPE	0.01%	1.16%	$0.51
DLR	0.01%	2.59%	$4.88
ROP.ZU	0.01%	2.77%	$9.6
00384.HK	0.01%	5.73%	$0.55
3328.HK	0.01%	4.86%	$0.4
RR.L	0.01%	0.65%	-
COLR.BR	0.01%	2.47%	$0.98
ALLY	0.01%	2.77%	$1.2
NEE	0.01%	2.74%	$1.97
SBSW	0.01%	2.81%	$0.3
CNI	0.01%	2.03%	$2.42
SAP.DE	0.01%	1.57%	$2.2
CSCO	0.01%	1.43%	$1.58
PG	0.01%	2.95%	$3.83
0390.HK	0.01%	4.87%	$0.21
ANDE	0.01%	1.12%	$0.75
ENG.MC	0.01%	4.79%	$1.41
MC.PA	0.01%	2.74%	$13
VCT.L	0.01%	7.64%	$0.6
VTR	0.01%	2.14%	$1.8
01093.HK	0.01%	3.38%	$0.28
RTX	0.01%	1.31%	$2.44
MDT.US	0.01%	3.34%	$2.77
ATO	0.01%	2.24%	$3.16
1988.HK	0.01%	5.8%	$0.22
QCOM	0.01%	2.43%	$3.25
GOOG	0.01%	0.24%	$0.2
MDLZ	0.01%	3.21%	$1.7
SMSN.L	0.01%	0.36%	$23.68
WMT	0.01%	0.89%	$0.81
UHR.ZU	0.01%	2.5%	$6.5
CI	0.01%	2.2%	$5.26
FIS.US	0.01%	3.75%	$1.76
NOC	0.01%	1.73%	$7.67
ADS.DE	0.01%	1.75%	$0.7
GM	0.01%	0.74%	$0.42
ADEN.ZU	0%	4.44%	$2.5
SBUX	0%	2.35%	$2.24
AWK	0%	2.52%	$2.89
KR	0%	2.49%	$1.16
SYF	0%	1.58%	$1
FRE.DE	0%	2.36%	-
TRV	0%	1.22%	$4.05
SU.PA	0%	1.45%	$3.5
DIS	0%	1.56%	$0.75
CAT	0%	0.76%	$5.31
AVGO	0%	0.65%	$19.7
KGX.DE	0%	1.59%	$0.7
CHRW	0%	1.7%	$2.44
MCD	0%	2.72%	$6.53
LRCX	0%	0.35%	$8
PPL	0%	3.17%	$1
9618.HK	0%	3.08%	$2.97
BWY.L	0%	3.6%	$1.11
V	0%	0.71%	$2.01
BFH	0%	0.83%	$0.84
TEMN.ZU	0%	2.09%	$1.2
MNDI.L	0%	2.75%	$0.62
0700.HK	0%	1.12%	$3.4
COV.PA	0%	2.93%	$3.3
00135.HK	0%	4.8%	$0.3
HUSQB.ST	0%	2.58%	$3
PRU.L	0%	1.78%	$0.28
EXPN.L	0%	1.85%	$0.46
RSG	0%	1.19%	$2.14
WM	0%	1.56%	$2.9
KSS	0%	1.31%	$2
MA	0%	0.59%	$2.46
CRST.L	0%	5.01%	$0.13
VFC	0%	2.51%	$0.57
IBST.L	0%	3.25%	$0.07
ASML	0%	0.46%	$5.57
ETN	0%	1.03%	$3.6
0916.HK	0%	3.14%	$0.24
PSKY	0%	2.51%	$0.2
0968.HK	0%	2.27%	$0.23
SONY	0%	0.48%	$0.49
CVI.US	0%	0.28%	$2
PYPL	0%	0.73%	-
ORA.US	0%	0.49%	$0.48
AMAT	0%	0.39%	$1.44
BAYN.DE	0%	0.23%	$0.11
01211.HK	0%	0.44%	$3.41
BDC	0%	0.16%	$0.2

Next Dividends

Stock	Type	Date	Pay Per Share
LNC	Pay Day	Aug 3, 2026	$0.45
0992.HK	Ex-Dividend	Aug 5, 2026	$0.04
BATS.L	Pay Day	Aug 14, 2026	$0.83
1800.HK	Pay Day	Aug 14, 2026	$0.01
3328.HK	Pay Day	Aug 14, 2026	$0.02
0992.HK	Pay Day	Aug 19, 2026	$0.04
IMB.L	Ex-Dividend	Aug 20, 2026	$0.56
2628.HK	Pay Day	Aug 20, 2026	$0.09
WMT	Ex-Dividend	Aug 21, 2026	$0.25
WMT	Pay Day	Sep 8, 2026	$0.25
IMB.L	Pay Day	Sep 30, 2026	$0.56

Performance Metrics

Score 8.1/10

Beta

0.73

0.8

1.2

Sharpe Ratio

1.05

0.5

Sortino Ratio

2.41

Jensen's Alpha

12.37

-2

Omega Ratio

1.58

1.5

2.5

Treynor Ratio

2.46

0.75

1.25

Information Ratio

0.48

0.3

0.6

Calmar Ratio

1.16

0.3

0.6

Beta

0.73

0.8

1.2

Sharpe Ratio

1.05

0.5

Sortino Ratio

2.41

Jensen's Alpha

12.37

-2

Omega Ratio

1.58

1.5

2.5

Treynor Ratio

2.46

0.75

1.25

Information Ratio

0.48

0.3

0.6

Calmar Ratio

1.16

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

25.82

High:

DDOG

687.32

Low:

BIDU

-5,065.95

Details

PEG Ratio

49.23

High:

ORA.US

4,726.67

Low:

CRWD

-5,401.66

Details

Price/Book

4.78

High:

FTNT

116.82

Low:

MCD

-151.69

Details

Price/Sales

3.78

High:

00006.HK

163.22

Low:

1958.HK

0.04

Details

Price/CF

12.96

High:

ENGI.PA

216.75

Low:

GLE.PA

0.69

Details

Price/FCF

32.06

High:

NEE

2,356.18

Low:

01336.HK

0.96

Details

P/E Ratio

25.82

High:

DDOG

687.32

Low:

BIDU

-5,065.95

Details

PEG Ratio

49.23

High:

ORA.US

4,726.67

Low:

CRWD

-5,401.66

Details

Price/Book

4.78

High:

FTNT

116.82

Low:

MCD

-151.69

Details

Price/Sales

3.78

High:

00006.HK

163.22

Low:

1958.HK

0.04

Details

Price/CF

12.96

High:

ENGI.PA

216.75

Low:

GLE.PA

0.69

Details

Price/FCF

32.06

High:

NEE

2,356.18

Low:

01336.HK

0.96

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-21.62%	Jun 2021	Jul 2023	25
-12.46%	Aug 2023	Dec 2023	4
-6.82%	Sep 2020	Nov 2020	2
-5.69%	Mar 2026	Apr 2026	1
-3.57%	Jul 2020	Aug 2020	1
-2.85%	Mar 2025	May 2025	2
-2.77%	Apr 2024	May 2024	1
-2.16%	Jan 2024	Mar 2024	2
-1.67%	Dec 2024	Jan 2025	1
-1.36%	Jun 2024	Jul 2024	1
-1.18%	Oct 2024	Nov 2024	1
-0.28%	Jun 2026	Jul 2026	1

Monthly Performance

Portfolio of LubomirRidzon on eToro

LubomirRidzon

🇸🇰 Stock Value Investor.

30 copiers.

Copy Trading does not amount to investment advice. Your investments value may go up or down. Your capital is at risk.

Summary

+1.13%

This Month

+15.88%

Year To Date

+56.31%

2 Years

+85.53%

5 Years

+328.49%

10 Years

+27.88%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💰 Finance
24.26%
💻 Electronic Technology
13.14%
🖥️ Technology Services
12.2%
🛍️ Retail Trade
6.23%
⛏️ Energy Minerals
5.83%
⚡ Utilities
5.57%
🚚 Transportation
4.35%
🍞 Consumer Non Durables
3.94%
🛠️ Producer Manufacturing
3.93%
🏭 Industrial Services
3.53%
📡 Communications
3.29%
🧬 Health Technology
3.18%
🚗 Consumer Durables
3.17%
💼 Commercial Services
1.95%
🪨 Non Energy Minerals
1.93%
💇‍♀️ Consumer Services
1.52%
🏥 Health Services
1.32%
🧪 Process Industries
0.42%
❓ Other
0.19%
💵 Cash
0.11%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
38.3%
🇺🇸 Nasdaq
24.62%
🇬🇧 LSE
10.5%
🇭🇰 Hong Kong Exchanges
7.97%
🇫🇷 Euronext Paris
7.52%
🇩🇪 FRA
4.15%
🇪🇸 Bolsa De Madrid
2.48%
🇨🇭 SIX
2.38%
🇳🇱 Euronext Amsterdam
0.65%
🇩🇰 Copenhagen Stock Exchange
0.54%
🇮🇹 Borsa Italiana
0.34%
🇧🇪 Euronext Brussels
0.32%
🇸🇪 Stockholm Stock Exchange
0.13%
Regular Trading Hours - RTH
0.05%

Countries Breakdown

Country
Total

🇺🇸 United States
50.56%
🇬🇧 United Kingdom
12.11%
🇫🇷 France
7.52%
🇨🇳 China
5.97%
🇪🇸 Spain
4.15%
🇩🇪 Germany
4.15%
🇨🇭 Switzerland
3.18%
🇭🇰 Hong Kong
2.59%
🇨🇦 Canada
2.17%
🇰🇷 South Korea
1.57%
🇳🇱 Netherlands
1.23%
🇮🇪 Ireland
0.88%
🇧🇷 Brazil
0.8%
🇩🇰 Denmark
0.54%
🇮🇹 Italy
0.34%
🇺🇾 Uruguay
0.34%
🇯🇵 Japan
0.33%
🇧🇪 Belgium
0.32%
🇦🇺 Australia
0.32%
🇮🇱 Israel
0.28%
🇿🇦 South Africa
0.27%
🇸🇪 Sweden
0.13%

Dividends

Dividend Yield

2.41%

200 out of 236 instruments pay dividend.

6 dividend payments in the next 30 days.

Highest Dividend: $TFI.PA (8.88%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
PAGP	0.05%	7.64%	$1.17
BP.L	0.05%	4.52%	$0.23
HSBC	0.04%	3.51%	$3.03
SHEL	0.04%	3.22%	$2.7
TTE.PA	0.04%	4.45%	$3.06
ALV.DE	0.04%	3.96%	$13.8
BNP.PA	0.04%	4.71%	$4.6
LLOY.L	0.04%	3.17%	$0.03
GLE.PA	0.04%	1.98%	$0.9
CS.PA	0.03%	5.16%	$1.98
XOM	0.03%	2.62%	$3.76
VZ	0.03%	5.97%	$2.66
LI.PA	0.03%	4.83%	$1.8
PFE	0.03%	6.88%	$1.66
UPS	0.03%	6.29%	$6.5
ENGI.PA	0.02%	4.98%	$1.43
RNO.PA	0.02%	8.07%	$1.85
AV.L	0.02%	5.66%	$0.33
0762.HK	0.02%	6.92%	$0.37
T.US	0.02%	4.77%	$1.11
ACS.MC	0.02%	1.71%	$1.57
VOD	0.02%	3.23%	$0.94
LGEN.L	0.02%	7.25%	$0.2
BATS.L	0.02%	5.35%	$2.36
SAN	0.02%	1.42%	$0.13
0998.HK	0.02%	5.54%	$0.38
0728.HK	0.02%	6.4%	$0.26
DHL.DE	0.02%	3.28%	$1.85
0941.HK	0.02%	6.3%	$4.83
SBRA	0.02%	5.67%	$1.2
NN.NV	0.02%	4.75%	$3.2
ENB	0.02%	5.03%	$2.66
F	0.02%	4.09%	$0.78
SREN.ZU	0.02%	4.67%	$6.22
SKT	0.02%	2.93%	$1.04
0883.HK	0.02%	5.37%	$1.25
WFC	0.02%	2.08%	$1.4
GAP	0.02%	3.38%	$0.6
2318.HK	0.02%	5.23%	$2.63
VALE	0.02%	6.03%	$1.33
PBR	0.02%	4.96%	$1.73
IMB.L	0.02%	5.81%	$1.49
SPG	0.02%	3.84%	$7.75
00019.HK	0.02%	3.82%	$3.2
ENEL.MI	0.02%	5.01%	$0.43
TELFY	0.02%	6.24%	$0.24
ORA.PA	0.02%	4.53%	$0.72
BARC.L	0.02%	1.69%	$0.08
01336.HK	0.02%	5.78%	$0.85
VOW3.DE	0.02%	7.04%	$9.06
ZURN.ZU	0.02%	4.87%	$26
B	0.02%	2.47%	$0.4
SBRY.L	0.02%	3.78%	$0.13
C	0.02%	1.81%	$2.12
1816.HK	0.01%	3.41%	$0.1
MAERSKB.CO	0.01%	2.76%	$515
00857.HK	0.01%	5.32%	$0.48
MRK	0.01%	2.58%	$3.04
EIX	0.01%	4.72%	$3.04
3988.HK	0.01%	4.62%	$0.26
USB	0.01%	3.3%	$1.94
2628.HK	0.01%	3.32%	$0.47
MO	0.01%	6.21%	$3.92
BBY	0.01%	4.43%	$3.72
TFI.PA	0.01%	8.88%	$0.55
ITV.L	0.01%	6.68%	$0.05
LNC	0.01%	3.95%	$1.8
MSFT	0.01%	0.78%	$3
IBE.MC	0.01%	3.37%	$0.45
UNH	0.01%	2.16%	$7.74
D	0.01%	3.86%	$2.67
BMW.DE	0.01%	7.39%	$6
1186.HK	0.01%	7.28%	$0.35
RIO	0.01%	4.12%	$4.34
MAP.MC	0.01%	3.3%	$0.12
LHA.DE	0.01%	3.67%	$0.3
ULVR.L	0.01%	3.57%	$1.47
VIE.PA	0.01%	4.35%	$1.25
GSK.L	0.01%	3.48%	$0.59
KMB	0.01%	4.65%	$4.8
TGT	0.01%	3.17%	$4.42
MET.US	0.01%	2.41%	$2.11
AEP	0.01%	2.97%	$3.47
GRMN	0.01%	1.43%	$3.71
UNM	0.01%	2.19%	$1.46
1800.HK	0.01%	5.5%	$0.32
2601.HK	0.01%	4.33%	$1.12
DUK	0.01%	3.4%	$4.1
NESN.ZU	0.01%	3.83%	$3
UBSG.ZU	0.01%	2.01%	$0.64
IBM	0.01%	3.01%	$6.65
FDX	0.01%	1.81%	$5.16
RED.MC	0.01%	4.23%	$0.81
JPM	0.01%	1.71%	$4.4
BN.PA	0.01%	3.33%	$2.1
ACN	0.01%	3.93%	$4.99
CVS	0.01%	2.55%	$2.54
LMT	0.01%	2.34%	$12.45
CON.DE	0.01%	3.74%	$2.2
TSCO.L	0.01%	2.97%	$0.12
OKE	0.01%	4.63%	$3.89
GILD	0.01%	2.47%	$3.04
NKE	0.01%	3.91%	$1.45
BHP	0.01%	3.11%	$3.01
MMM	0.01%	1.71%	$5.21
JNJ	0.01%	2.04%	$4.81
0992.HK	0.01%	1.77%	$0.38
BAC	0.01%	1.81%	$0.96
IP.US	0.01%	4.53%	$1.85
PHIA.NV	0.01%	3.74%	-
IAG.L	0.01%	1.6%	-
SWK	0.01%	3.51%	$3.24
FNTN.DE	0.01%	8.57%	$1.77
WTRG	0.01%	3.44%	$1.23
00006.HK	0.01%	4.78%	$2.82
1398.HK	0.01%	4.66%	$0.33
HPE	0.01%	1.16%	$0.51
DLR	0.01%	2.59%	$4.88
ROP.ZU	0.01%	2.77%	$9.6
00384.HK	0.01%	5.73%	$0.55
3328.HK	0.01%	4.86%	$0.4
RR.L	0.01%	0.65%	-
COLR.BR	0.01%	2.47%	$0.98
ALLY	0.01%	2.77%	$1.2
NEE	0.01%	2.74%	$1.97
SBSW	0.01%	2.81%	$0.3
CNI	0.01%	2.03%	$2.42
SAP.DE	0.01%	1.57%	$2.2
CSCO	0.01%	1.43%	$1.58
PG	0.01%	2.95%	$3.83
0390.HK	0.01%	4.87%	$0.21
ANDE	0.01%	1.12%	$0.75
ENG.MC	0.01%	4.79%	$1.41
MC.PA	0.01%	2.74%	$13
VCT.L	0.01%	7.64%	$0.6
VTR	0.01%	2.14%	$1.8
01093.HK	0.01%	3.38%	$0.28
RTX	0.01%	1.31%	$2.44
MDT.US	0.01%	3.34%	$2.77
ATO	0.01%	2.24%	$3.16
1988.HK	0.01%	5.8%	$0.22
QCOM	0.01%	2.43%	$3.25
GOOG	0.01%	0.24%	$0.2
MDLZ	0.01%	3.21%	$1.7
SMSN.L	0.01%	0.36%	$23.68
WMT	0.01%	0.89%	$0.81
UHR.ZU	0.01%	2.5%	$6.5
CI	0.01%	2.2%	$5.26
FIS.US	0.01%	3.75%	$1.76
NOC	0.01%	1.73%	$7.67
ADS.DE	0.01%	1.75%	$0.7
GM	0.01%	0.74%	$0.42
ADEN.ZU	0%	4.44%	$2.5
SBUX	0%	2.35%	$2.24
AWK	0%	2.52%	$2.89
KR	0%	2.49%	$1.16
SYF	0%	1.58%	$1
FRE.DE	0%	2.36%	-
TRV	0%	1.22%	$4.05
SU.PA	0%	1.45%	$3.5
DIS	0%	1.56%	$0.75
CAT	0%	0.76%	$5.31
AVGO	0%	0.65%	$19.7
KGX.DE	0%	1.59%	$0.7
CHRW	0%	1.7%	$2.44
MCD	0%	2.72%	$6.53
LRCX	0%	0.35%	$8
PPL	0%	3.17%	$1
9618.HK	0%	3.08%	$2.97
BWY.L	0%	3.6%	$1.11
V	0%	0.71%	$2.01
BFH	0%	0.83%	$0.84
TEMN.ZU	0%	2.09%	$1.2
MNDI.L	0%	2.75%	$0.62
0700.HK	0%	1.12%	$3.4
COV.PA	0%	2.93%	$3.3
00135.HK	0%	4.8%	$0.3
HUSQB.ST	0%	2.58%	$3
PRU.L	0%	1.78%	$0.28
EXPN.L	0%	1.85%	$0.46
RSG	0%	1.19%	$2.14
WM	0%	1.56%	$2.9
KSS	0%	1.31%	$2
MA	0%	0.59%	$2.46
CRST.L	0%	5.01%	$0.13
VFC	0%	2.51%	$0.57
IBST.L	0%	3.25%	$0.07
ASML	0%	0.46%	$5.57
ETN	0%	1.03%	$3.6
0916.HK	0%	3.14%	$0.24
PSKY	0%	2.51%	$0.2
0968.HK	0%	2.27%	$0.23
SONY	0%	0.48%	$0.49
CVI.US	0%	0.28%	$2
PYPL	0%	0.73%	-
ORA.US	0%	0.49%	$0.48
AMAT	0%	0.39%	$1.44
BAYN.DE	0%	0.23%	$0.11
01211.HK	0%	0.44%	$3.41
BDC	0%	0.16%	$0.2

Next Dividends

Stock	Type	Date	Pay Per Share
LNC	Pay Day	Aug 3, 2026	$0.45
0992.HK	Ex-Dividend	Aug 5, 2026	$0.04
BATS.L	Pay Day	Aug 14, 2026	$0.83
1800.HK	Pay Day	Aug 14, 2026	$0.01
3328.HK	Pay Day	Aug 14, 2026	$0.02
0992.HK	Pay Day	Aug 19, 2026	$0.04
IMB.L	Ex-Dividend	Aug 20, 2026	$0.56
2628.HK	Pay Day	Aug 20, 2026	$0.09
WMT	Ex-Dividend	Aug 21, 2026	$0.25
WMT	Pay Day	Sep 8, 2026	$0.25
IMB.L	Pay Day	Sep 30, 2026	$0.56

Performance Metrics

Score 8.1/10

Beta

0.73

0.8

1.2

Sharpe Ratio

1.05

0.5

Sortino Ratio

2.41

Jensen's Alpha

12.37

-2

Omega Ratio

1.58

1.5

2.5

Treynor Ratio

2.46

0.75

1.25

Information Ratio

0.48

0.3

0.6

Calmar Ratio

1.16

0.3

0.6

Beta

0.73

0.8

1.2

Sharpe Ratio

1.05

0.5

Sortino Ratio

2.41

Jensen's Alpha

12.37

-2

Omega Ratio

1.58

1.5

2.5

Treynor Ratio

2.46

0.75

1.25

Information Ratio

0.48

0.3

0.6

Calmar Ratio

2,356.18

Low:

01336.HK

0.96

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-21.62%	Jun 2021	Jul 2023	25
-12.46%	Aug 2023	Dec 2023	4
-6.82%	Sep 2020	Nov 2020	2
-5.69%	Mar 2026	Apr 2026	1
-3.57%	Jul 2020	Aug 2020	1
-2.85%	Mar 2025	May 2025	2
-2.77%	Apr 2024	May 2024	1
-2.16%	Jan 2024	Mar 2024	2
-1.67%	Dec 2024	Jan 2025	1
-1.36%	Jun 2024	Jul 2024	1
-1.18%	Oct 2024	Nov 2024	1
-0.28%	Jun 2026	Jul 2026	1