Portfolio of LubomirRidzon on eToro

LubomirRidzon

🇸🇰 Stock Value Investor.

28 copiers.

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

Summary

-1.07%

This Month

+14.83%

Year To Date

+51.18%

2 Years

+85.24%

5 Years

+324.62%

10 Years

+27.25%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💰 Finance
23.77%
💻 Electronic Technology
13.77%
🖥️ Technology Services
11.84%
⛏️ Energy Minerals
6.22%
🛍️ Retail Trade
6.08%
⚡ Utilities
5.25%
🚚 Transportation
4.3%
🛠️ Producer Manufacturing
3.87%
🍞 Consumer Non Durables
3.71%
📡 Communications
3.33%
🏭 Industrial Services
3.33%
🧬 Health Technology
3.29%
🚗 Consumer Durables
3.09%
🪨 Non Energy Minerals
2.15%
💇‍♀️ Consumer Services
2.15%
💼 Commercial Services
1.99%
🏥 Health Services
1.24%
🧪 Process Industries
0.4%
❓ Other
0.18%
💵 Cash
0.1%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
38.81%
🇺🇸 Nasdaq
24.88%
🇬🇧 LSE
10.38%
🇭🇰 Hong Kong Exchanges
7.88%
🇫🇷 Euronext Paris
7.12%
🇩🇪 FRA
4.14%
🇨🇭 SIX
2.34%
🇪🇸 Bolsa De Madrid
2.3%
🇩🇰 Copenhagen Stock Exchange
0.69%
🇳🇱 Euronext Amsterdam
0.61%
🇮🇹 Borsa Italiana
0.31%
🇧🇪 Euronext Brussels
0.31%
🇸🇪 Stockholm Stock Exchange
0.13%
Regular Trading Hours - RTH
0.05%

Countries Breakdown

Country
Total

🇺🇸 United States
51%
🇬🇧 United Kingdom
11.85%
🇫🇷 France
7.12%
🇨🇳 China
5.7%
🇩🇪 Germany
4.14%
🇪🇸 Spain
4.05%
🇨🇭 Switzerland
3.11%
🇭🇰 Hong Kong
2.67%
🇨🇦 Canada
2.27%
🇰🇷 South Korea
1.83%
🇳🇱 Netherlands
1.22%
🇮🇪 Ireland
0.91%
🇧🇷 Brazil
0.81%
🇩🇰 Denmark
0.69%
🇿🇦 South Africa
0.38%
🇺🇾 Uruguay
0.35%
🇯🇵 Japan
0.33%
🇦🇺 Australia
0.32%
🇮🇹 Italy
0.31%
🇧🇪 Belgium
0.31%
🇮🇱 Israel
0.27%
🇸🇪 Sweden
0.13%

Dividends

Dividend Yield

2.38%

200 out of 236 instruments pay dividend.

1 dividend payments in the next 30 days.

Highest Dividend: $1186.HK (10.64%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
PAGP	0.05%	7.2%	$1.17
BP.L	0.05%	4.41%	$0.23
HSBC	0.04%	3.54%	$3.03
SHEL	0.04%	3.06%	$2.7
TTE.PA	0.04%	4.32%	$3.06
ALV.DE	0.04%	3.87%	$13.8
BNP.PA	0.04%	4.97%	$4.6
LLOY.L	0.04%	3.3%	$0.03
GLE.PA	0.03%	2.16%	$0.9
CS.PA	0.03%	5.37%	$1.98
XOM	0.03%	2.46%	$3.76
VZ	0.03%	5.53%	$2.66
LI.PA	0.03%	5.19%	$1.8
PFE	0.03%	6.21%	$1.66
UPS	0.03%	6.55%	$6.5
ENGI.PA	0.02%	5.63%	$1.43
AV.L	0.02%	5.55%	$0.33
RNO.PA	0.02%	7.44%	$1.85
T.US	0.02%	4.26%	$1.11
0883.HK	0.02%	6.11%	$1.25
ACS.MC	0.02%	1.92%	$1.57
VOD	0.02%	2.93%	$0.94
LGEN.L	0.02%	7.59%	$0.2
BATS.L	0.02%	5.98%	$2.36
0941.HK	0.02%	6.87%	$4.83
SAN	0.02%	1.34%	$0.13
0998.HK	0.02%	5.07%	$0.38
DHL.DE	0.02%	3.45%	$1.85
SBRA	0.02%	5.85%	$1.2
NN.NV	0.02%	4.96%	$3.2
ENB	0.02%	5.74%	$2.66
F	0.02%	4.3%	$0.78
SKT	0.02%	3.27%	$1.04
SREN.ZU	0.02%	4.6%	$6.22
2318.HK	0.02%	5.84%	$2.63
0728.HK	0.02%	6.41%	$0.26
WFC	0.02%	1.99%	$1.4
GAP	0.02%	3.16%	$0.6
00019.HK	0.02%	3.85%	$3.2
PBR	0.02%	4.54%	$1.73
VALE	0.02%	5.97%	$1.33
1186.HK	0.02%	10.64%	$0.35
01336.HK	0.02%	6.52%	$0.85
IMB.L	0.02%	6.59%	$1.49
SPG	0.02%	4.3%	$7.75
ENEL.MI	0.02%	5.48%	$0.43
TELFY	0.02%	6.06%	$0.24
ORA.PA	0.02%	4.82%	$0.72
2628.HK	0.02%	3.81%	$0.47
00857.HK	0.02%	5.89%	$0.48
BARC.L	0.02%	1.75%	$0.08
VOW3.DE	0.02%	6.49%	$9.06
B	0.02%	2.07%	$0.4
ZURN.ZU	0.02%	5.11%	$26
SBRY.L	0.02%	4.13%	$0.13
C	0.01%	1.73%	$2.12
MAERSKB.CO	0.01%	2.15%	$515
1816.HK	0.01%	3.21%	$0.1
MRK	0.01%	2.34%	$3.04
EIX	0.01%	6.18%	$3.04
USB	0.01%	3.31%	$1.94
3988.HK	0.01%	4.2%	$0.26
MO	0.01%	6.14%	$3.92
BBY	0.01%	4.2%	$3.72
TFI.PA	0.01%	9.33%	$0.55
ITV.L	0.01%	7.1%	$0.05
MSFT	0.01%	0.73%	$3
IBE.MC	0.01%	3.45%	$0.45
D	0.01%	4.13%	$2.67
LNC	0.01%	4.11%	$1.8
BMW.DE	0.01%	7%	$6
UNH	0.01%	2.36%	$7.74
RIO	0.01%	4%	$4.34
MAP.MC	0.01%	3.31%	$0.12
ULVR.L	0.01%	3.72%	$1.47
LHA.DE	0.01%	4.28%	$0.3
VIE.PA	0.01%	4.77%	$1.25
GSK.L	0.01%	3.78%	$0.59
KMB	0.01%	5.18%	$4.8
TGT	0.01%	2.94%	$4.42
AEP	0.01%	3.08%	$3.47
MET.US	0.01%	2.39%	$2.11
GRMN	0.01%	1.49%	$3.71
1800.HK	0.01%	6.2%	$0.32
DUK	0.01%	3.57%	$4.1
UNM	0.01%	2%	$1.46
FDX	0.01%	1.79%	$5.16
NESN.ZU	0.01%	4%	$3
UBSG.ZU	0.01%	1.92%	$0.64
IBM	0.01%	2.77%	$6.65
RED.MC	0.01%	4.38%	$0.81
JPM	0.01%	1.68%	$4.4
BN.PA	0.01%	3.67%	$2.1
LMT	0.01%	2.61%	$12.45
CON.DE	0.01%	3.84%	$2.2
CVS	0.01%	2.81%	$2.54
ACN	0.01%	3.55%	$4.99
TSCO.L	0.01%	3.12%	$0.12
OKE	0.01%	4.35%	$3.89
GILD	0.01%	2.24%	$3.04
NKE	0.01%	4.43%	$1.45
BHP	0.01%	3.02%	$3.01
JNJ	0.01%	1.97%	$4.81
2601.HK	0.01%	3.9%	$1.12
MMM	0.01%	1.83%	$5.21
0992.HK	0.01%	1.35%	$0.38
BAC	0.01%	1.79%	$0.96
IP.US	0.01%	5.38%	$1.85
PHIA.NV	0.01%	4.02%	-
SWK	0.01%	3.72%	$3.24
IAG.L	0.01%	1.65%	-
FNTN.DE	0.01%	8.19%	$1.77
WTRG	0.01%	3.34%	$1.23
MC.PA	0.01%	3.13%	$13
00006.HK	0.01%	4.61%	$2.82
1398.HK	0.01%	4.6%	$0.33
DLR	0.01%	2.59%	$4.88
HPE	0.01%	0.9%	$0.51
ROP.ZU	0.01%	2.85%	$9.6
00384.HK	0.01%	6.52%	$0.55
0762.HK	0.01%	2.61%	$0.37
3328.HK	0.01%	4.48%	$0.4
RR.L	0.01%	0.65%	-
COLR.BR	0.01%	2.54%	$0.98
ALLY	0.01%	2.85%	$1.2
NEE	0.01%	2.89%	$1.97
SBSW	0.01%	1.99%	$0.3
SAP.DE	0.01%	1.41%	$2.2
01093.HK	0.01%	3.79%	$0.28
CNI	0.01%	2.11%	$2.42
CSCO	0.01%	1.48%	$1.58
PG	0.01%	2.93%	$3.83
ANDE	0.01%	1.12%	$0.75
VCT.L	0.01%	6.19%	$0.6
ENG.MC	0.01%	4.93%	$1.41
VTR	0.01%	2.22%	$1.8
0390.HK	0.01%	4.88%	$0.21
RTX	0.01%	1.43%	$2.44
MDT.US	0.01%	3.14%	$2.77
QCOM	0.01%	1.97%	$3.25
ATO	0.01%	2.37%	$3.16
1988.HK	0.01%	6.07%	$0.22
GOOG	0.01%	0.25%	$0.2
KR	0.01%	2.46%	$1.16
WMT	0.01%	0.92%	$0.81
MDLZ	0.01%	3.2%	$1.7
SMSN.L	0.01%	0.31%	$23.68
CI	0.01%	2.19%	$5.26
UHR.ZU	0.01%	2.5%	$6.5
FIS.US	0.01%	4.41%	$1.76
MCD	0.01%	2.91%	$6.53
NOC	0.01%	1.81%	$7.67
ADS.DE	0.01%	1.96%	$0.7
GM	0.01%	0.77%	$0.42
ADEN.ZU	0%	4.14%	$2.5
SBUX	0%	2.5%	$2.24
AWK	0%	2.45%	$2.89
SYF	0%	1.58%	$1
FRE0.DE	0%	2.32%	-
TRV	0%	1.21%	$4.05
SU.PA	0%	1.44%	$3.5
DIS	0%	1.41%	$0.75
AVGO	0%	0.7%	$19.7
CAT	0%	0.75%	$5.31
KGX.DE	0%	1.44%	$0.7
CHRW	0%	1.64%	$2.44
LRCX	0%	0.35%	$8
PPL	0%	3.27%	$1
9618.HK	0%	3.69%	$2.97
BWY.L	0%	3.63%	$1.11
V	0%	0.7%	$2.01
00135.HK	0%	5.24%	$0.3
BFH	0%	0.85%	$0.84
TEMN.ZU	0%	2.05%	$1.2
0700.HK	0%	1.24%	$3.4
COV.PA	0%	3.25%	$3.3
MNDI.L	0%	2.95%	$0.62
HUSQB.ST	0%	2.69%	$3
EXPN.L	0%	1.86%	$0.46
PRU.L	0%	2.03%	$0.28
RSG	0%	1.12%	$2.14
WM	0%	1.65%	$2.9
KSS	0%	1.45%	$2
MA	0%	0.59%	$2.46
CRST.L	0%	5.36%	$0.13
VFC	0%	2.74%	$0.57
ASML	0%	0.44%	$5.57
IBST.L	0%	3.79%	$0.07
ETN	0%	1.01%	$3.6
PSKY	0%	1.89%	$0.2
SONY	0%	0.46%	$0.49
CVI.US	0%	0.2%	$2
PYPL	0%	0.78%	-
ORA.US	0%	0.51%	$0.48
0916.HK	0%	1.35%	$0.24
AMAT	0%	0.43%	$1.44
BAYN.DE	0%	0.23%	$0.11
01211.HK	0%	0.52%	$3.41
BDC	0%	0.16%	$0.2
0968.HK	0%	0.49%	$0.23

Next Dividends

Stock	Type	Date	Pay Per Share
IMB.L	Pay Day	Sep 30, 2026	$0.56

Performance Metrics

Score 8.1/10

Beta

0.73

0.8

1.2

Sharpe Ratio

1.08

0.5

Sortino Ratio

2.46

Jensen's Alpha

12.49

-2

Omega Ratio

1.63

1.5

2.5

Treynor Ratio

2.46

0.75

1.25

Information Ratio

0.5

0.3

0.6

Calmar Ratio

1.16

0.3

0.6

Beta

0.73

0.8

1.2

Sharpe Ratio

1.08

0.5

Sortino Ratio

2.46

Jensen's Alpha

12.49

-2

Omega Ratio

1.63

1.5

2.5

Treynor Ratio

2.46

0.75

1.25

Information Ratio

0.5

0.3

0.6

Calmar Ratio

1.16

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

25.65

High:

DDOG

687.32

Low:

BIDU

-5,065.95

Details

PEG Ratio

28.3

High:

ORA.US

4,726.67

Low:

CRWD

-5,401.66

Details

Price/Book

4.72

High:

FTNT

116.82

Low:

MCD

-151.69

Details

Price/Sales

3.75

High:

00006.HK

181.9

Low:

1958.HK

0.04

Details

Price/CF

12.75

High:

ENGI.PA

216.75

Low:

0390.HK

0.33

Details

Price/FCF

31.23

High:

NEE

2,356.18

Low:

01336.HK

0.75

Details

P/E Ratio

25.65

High:

DDOG

687.32

Low:

BIDU

-5,065.95

Details

PEG Ratio

28.3

High:

ORA.US

4,726.67

Low:

CRWD

-5,401.66

Details

Price/Book

4.72

High:

FTNT

116.82

Low:

MCD

-151.69

Details

Price/Sales

3.75

High:

00006.HK

181.9

Low:

1958.HK

0.04

Details

Price/CF

12.75

High:

ENGI.PA

216.75

Low:

0390.HK

0.33

Details

Price/FCF

31.23

High:

NEE

2,356.18

Low:

01336.HK

0.75

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
-1.07%	Sep 2026	-	1
-0.28%	Jun 2026	Jul 2026	1

Monthly Performance

Portfolio of LubomirRidzon on eToro

LubomirRidzon

🇸🇰 Stock Value Investor.

28 copiers.

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

Summary

-1.07%

This Month

+14.83%

Year To Date

+51.18%

2 Years

+85.24%

5 Years

+324.62%

10 Years

+27.25%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💰 Finance
23.77%
💻 Electronic Technology
13.77%
🖥️ Technology Services
11.84%
⛏️ Energy Minerals
6.22%
🛍️ Retail Trade
6.08%
⚡ Utilities
5.25%
🚚 Transportation
4.3%
🛠️ Producer Manufacturing
3.87%
🍞 Consumer Non Durables
3.71%
📡 Communications
3.33%
🏭 Industrial Services
3.33%
🧬 Health Technology
3.29%
🚗 Consumer Durables
3.09%
🪨 Non Energy Minerals
2.15%
💇‍♀️ Consumer Services
2.15%
💼 Commercial Services
1.99%
🏥 Health Services
1.24%
🧪 Process Industries
0.4%
❓ Other
0.18%
💵 Cash
0.1%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
38.81%
🇺🇸 Nasdaq
24.88%
🇬🇧 LSE
10.38%
🇭🇰 Hong Kong Exchanges
7.88%
🇫🇷 Euronext Paris
7.12%
🇩🇪 FRA
4.14%
🇨🇭 SIX
2.34%
🇪🇸 Bolsa De Madrid
2.3%
🇩🇰 Copenhagen Stock Exchange
0.69%
🇳🇱 Euronext Amsterdam
0.61%
🇮🇹 Borsa Italiana
0.31%
🇧🇪 Euronext Brussels
0.31%
🇸🇪 Stockholm Stock Exchange
0.13%
Regular Trading Hours - RTH
0.05%

Countries Breakdown

Country
Total

🇺🇸 United States
51%
🇬🇧 United Kingdom
11.85%
🇫🇷 France
7.12%
🇨🇳 China
5.7%
🇩🇪 Germany
4.14%
🇪🇸 Spain
4.05%
🇨🇭 Switzerland
3.11%
🇭🇰 Hong Kong
2.67%
🇨🇦 Canada
2.27%
🇰🇷 South Korea
1.83%
🇳🇱 Netherlands
1.22%
🇮🇪 Ireland
0.91%
🇧🇷 Brazil
0.81%
🇩🇰 Denmark
0.69%
🇿🇦 South Africa
0.38%
🇺🇾 Uruguay
0.35%
🇯🇵 Japan
0.33%
🇦🇺 Australia
0.32%
🇮🇹 Italy
0.31%
🇧🇪 Belgium
0.31%
🇮🇱 Israel
0.27%
🇸🇪 Sweden
0.13%

Dividends

Dividend Yield

2.38%

200 out of 236 instruments pay dividend.

1 dividend payments in the next 30 days.

Highest Dividend: $1186.HK (10.64%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
PAGP	0.05%	7.2%	$1.17
BP.L	0.05%	4.41%	$0.23
HSBC	0.04%	3.54%	$3.03
SHEL	0.04%	3.06%	$2.7
TTE.PA	0.04%	4.32%	$3.06
ALV.DE	0.04%	3.87%	$13.8
BNP.PA	0.04%	4.97%	$4.6
LLOY.L	0.04%	3.3%	$0.03
GLE.PA	0.03%	2.16%	$0.9
CS.PA	0.03%	5.37%	$1.98
XOM	0.03%	2.46%	$3.76
VZ	0.03%	5.53%	$2.66
LI.PA	0.03%	5.19%	$1.8
PFE	0.03%	6.21%	$1.66
UPS	0.03%	6.55%	$6.5
ENGI.PA	0.02%	5.63%	$1.43
AV.L	0.02%	5.55%	$0.33
RNO.PA	0.02%	7.44%	$1.85
T.US	0.02%	4.26%	$1.11
0883.HK	0.02%	6.11%	$1.25
ACS.MC	0.02%	1.92%	$1.57
VOD	0.02%	2.93%	$0.94
LGEN.L	0.02%	7.59%	$0.2
BATS.L	0.02%	5.98%	$2.36
0941.HK	0.02%	6.87%	$4.83
SAN	0.02%	1.34%	$0.13
0998.HK	0.02%	5.07%	$0.38
DHL.DE	0.02%	3.45%	$1.85
SBRA	0.02%	5.85%	$1.2
NN.NV	0.02%	4.96%	$3.2
ENB	0.02%	5.74%	$2.66
F	0.02%	4.3%	$0.78
SKT	0.02%	3.27%	$1.04
SREN.ZU	0.02%	4.6%	$6.22
2318.HK	0.02%	5.84%	$2.63
0728.HK	0.02%	6.41%	$0.26
WFC	0.02%	1.99%	$1.4
GAP	0.02%	3.16%	$0.6
00019.HK	0.02%	3.85%	$3.2
PBR	0.02%	4.54%	$1.73
VALE	0.02%	5.97%	$1.33
1186.HK	0.02%	10.64%	$0.35
01336.HK	0.02%	6.52%	$0.85
IMB.L	0.02%	6.59%	$1.49
SPG	0.02%	4.3%	$7.75
ENEL.MI	0.02%	5.48%	$0.43
TELFY	0.02%	6.06%	$0.24
ORA.PA	0.02%	4.82%	$0.72
2628.HK	0.02%	3.81%	$0.47
00857.HK	0.02%	5.89%	$0.48
BARC.L	0.02%	1.75%	$0.08
VOW3.DE	0.02%	6.49%	$9.06
B	0.02%	2.07%	$0.4
ZURN.ZU	0.02%	5.11%	$26
SBRY.L	0.02%	4.13%	$0.13
C	0.01%	1.73%	$2.12
MAERSKB.CO	0.01%	2.15%	$515
1816.HK	0.01%	3.21%	$0.1
MRK	0.01%	2.34%	$3.04
EIX	0.01%	6.18%	$3.04
USB	0.01%	3.31%	$1.94
3988.HK	0.01%	4.2%	$0.26
MO	0.01%	6.14%	$3.92
BBY	0.01%	4.2%	$3.72
TFI.PA	0.01%	9.33%	$0.55
ITV.L	0.01%	7.1%	$0.05
MSFT	0.01%	0.73%	$3
IBE.MC	0.01%	3.45%	$0.45
D	0.01%	4.13%	$2.67
LNC	0.01%	4.11%	$1.8
BMW.DE	0.01%	7%	$6
UNH	0.01%	2.36%	$7.74
RIO	0.01%	4%	$4.34
MAP.MC	0.01%	3.31%	$0.12
ULVR.L	0.01%	3.72%	$1.47
LHA.DE	0.01%	4.28%	$0.3
VIE.PA	0.01%	4.77%	$1.25
GSK.L	0.01%	3.78%	$0.59
KMB	0.01%	5.18%	$4.8
TGT	0.01%	2.94%	$4.42
AEP	0.01%	3.08%	$3.47
MET.US	0.01%	2.39%	$2.11
GRMN	0.01%	1.49%	$3.71
1800.HK	0.01%	6.2%	$0.32
DUK	0.01%	3.57%	$4.1
UNM	0.01%	2%	$1.46
FDX	0.01%	1.79%	$5.16
NESN.ZU	0.01%	4%	$3
UBSG.ZU	0.01%	1.92%	$0.64
IBM	0.01%	2.77%	$6.65
RED.MC	0.01%	4.38%	$0.81
JPM	0.01%	1.68%	$4.4
BN.PA	0.01%	3.67%	$2.1
LMT	0.01%	2.61%	$12.45
CON.DE	0.01%	3.84%	$2.2
CVS	0.01%	2.81%	$2.54
ACN	0.01%	3.55%	$4.99
TSCO.L	0.01%	3.12%	$0.12
OKE	0.01%	4.35%	$3.89
GILD	0.01%	2.24%	$3.04
NKE	0.01%	4.43%	$1.45
BHP	0.01%	3.02%	$3.01
JNJ	0.01%	1.97%	$4.81
2601.HK	0.01%	3.9%	$1.12
MMM	0.01%	1.83%	$5.21
0992.HK	0.01%	1.35%	$0.38
BAC	0.01%	1.79%	$0.96
IP.US	0.01%	5.38%	$1.85
PHIA.NV	0.01%	4.02%	-
SWK	0.01%	3.72%	$3.24
IAG.L	0.01%	1.65%	-
FNTN.DE	0.01%	8.19%	$1.77
WTRG	0.01%	3.34%	$1.23
MC.PA	0.01%	3.13%	$13
00006.HK	0.01%	4.61%	$2.82
1398.HK	0.01%	4.6%	$0.33
DLR	0.01%	2.59%	$4.88
HPE	0.01%	0.9%	$0.51
ROP.ZU	0.01%	2.85%	$9.6
00384.HK	0.01%	6.52%	$0.55
0762.HK	0.01%	2.61%	$0.37
3328.HK	0.01%	4.48%	$0.4
RR.L	0.01%	0.65%	-
COLR.BR	0.01%	2.54%	$0.98
ALLY	0.01%	2.85%	$1.2
NEE	0.01%	2.89%	$1.97
SBSW	0.01%	1.99%	$0.3
SAP.DE	0.01%	1.41%	$2.2
01093.HK	0.01%	3.79%	$0.28
CNI	0.01%	2.11%	$2.42
CSCO	0.01%	1.48%	$1.58
PG	0.01%	2.93%	$3.83
ANDE	0.01%	1.12%	$0.75
VCT.L	0.01%	6.19%	$0.6
ENG.MC	0.01%	4.93%	$1.41
VTR	0.01%	2.22%	$1.8
0390.HK	0.01%	4.88%	$0.21
RTX	0.01%	1.43%	$2.44
MDT.US	0.01%	3.14%	$2.77
QCOM	0.01%	1.97%	$3.25
ATO	0.01%	2.37%	$3.16
1988.HK	0.01%	6.07%	$0.22
GOOG	0.01%	0.25%	$0.2
KR	0.01%	2.46%	$1.16
WMT	0.01%	0.92%	$0.81
MDLZ	0.01%	3.2%	$1.7
SMSN.L	0.01%	0.31%	$23.68
CI	0.01%	2.19%	$5.26
UHR.ZU	0.01%	2.5%	$6.5
FIS.US	0.01%	4.41%	$1.76
MCD	0.01%	2.91%	$6.53
NOC	0.01%	1.81%	$7.67
ADS.DE	0.01%	1.96%	$0.7
GM	0.01%	0.77%	$0.42
ADEN.ZU	0%	4.14%	$2.5
SBUX	0%	2.5%	$2.24
AWK	0%	2.45%	$2.89
SYF	0%	1.58%	$1
FRE0.DE	0%	2.32%	-
TRV	0%	1.21%	$4.05
SU.PA	0%	1.44%	$3.5
DIS	0%	1.41%	$0.75
AVGO	0%	0.7%	$19.7
CAT	0%	0.75%	$5.31
KGX.DE	0%	1.44%	$0.7
CHRW	0%	1.64%	$2.44
LRCX	0%	0.35%	$8
PPL	0%	3.27%	$1
9618.HK	0%	3.69%	$2.97
BWY.L	0%	3.63%	$1.11
V	0%	0.7%	$2.01
00135.HK	0%	5.24%	$0.3
BFH	0%	0.85%	$0.84
TEMN.ZU	0%	2.05%	$1.2
0700.HK	0%	1.24%	$3.4
COV.PA	0%	3.25%	$3.3
MNDI.L	0%	2.95%	$0.62
HUSQB.ST	0%	2.69%	$3
EXPN.L	0%	1.86%	$0.46
PRU.L	0%	2.03%	$0.28
RSG	0%	1.12%	$2.14
WM	0%	1.65%	$2.9
KSS	0%	1.45%	$2
MA	0%	0.59%	$2.46
CRST.L	0%	5.36%	$0.13
VFC	0%	2.74%	$0.57
ASML	0%	0.44%	$5.57
IBST.L	0%	3.79%	$0.07
ETN	0%	1.01%	$3.6
PSKY	0%	1.89%	$0.2
SONY	0%	0.46%	$0.49
CVI.US	0%	0.2%	$2
PYPL	0%	0.78%	-
ORA.US	0%	0.51%	$0.48
0916.HK	0%	1.35%	$0.24
AMAT	0%	0.43%	$1.44
BAYN.DE	0%	0.23%	$0.11
01211.HK	0%	0.52%	$3.41
BDC	0%	0.16%	$0.2
0968.HK	0%	0.49%	$0.23

Next Dividends

Stock	Type	Date	Pay Per Share
IMB.L	Pay Day	Sep 30, 2026	$0.56

Performance Metrics

Score 8.1/10

Beta

0.73

0.8

1.2

Sharpe Ratio

1.08

0.5

Sortino Ratio

2.46

Jensen's Alpha

12.49

-2

Omega Ratio

1.63

1.5

2.5

Treynor Ratio

2.46

0.75

1.25

Information Ratio

0.5

0.3

0.6

Calmar Ratio

1.16

0.3

0.6

Beta

0.73

0.8

1.2

Sharpe Ratio

1.08

0.5

Sortino Ratio

2.46

Jensen's Alpha

12.49

-2

Omega Ratio

1.63

1.5

2.5

Treynor Ratio

2.46

0.75

1.25

Information Ratio

0.5

0.3

0.6

Calmar Ratio

2,356.18

Low:

01336.HK

0.75

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
-1.07%	Sep 2026	-	1
-0.28%	Jun 2026	Jul 2026	1