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+0.04%
This Month
+5.48%
Year To Date
+23.75%
2 Years
-3.59%
5 Years
-97.19%
10 Years
-32.76%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading39.64%
- 💰 Finance32.83%
- 🪙 Cryptocurrencies6.17%
- 🖥️ Technology Services6.15%
- 📊 ETFs5.71%
- 💇♀️ Consumer Services4.4%
- 💻 Electronic Technology1.44%
- 🛠️ Producer Manufacturing1.12%
- 🍞 Consumer Non Durables0.63%
- 🧬 Health Technology0.61%
- 💵 Cash0.44%
- 🏭 Industrial Services0.4%
- 🛍️ Retail Trade0.23%
- 🚗 Consumer Durables0.13%
- ⛏️ Energy Minerals0.11%
- 💼 Commercial Services0.07%
- 🧪 Process Industries0%
- ❓ Other0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE26.45%
- 🇬🇧 LSE18.86%
- 🇨🇭 SIX15.8%
- 🇺🇸 Nasdaq14.87%
- 🌍 Digital Currency6.28%
- 🇩🇪 FRA2.13%
- 🇫🇷 Euronext Paris1.56%
- 🇮🇹 Borsa Italiana1.36%
- 🇩🇪 Xetra ETFs0.89%
- 🌍 CFD0.36%
- 🇳🇱 Euronext Amsterdam0.25%
- Regular Trading Hours - RTH0.22%
- 🇺🇸 OTC Markets Stock Exchange0.15%
- 🇳🇴 Oslo Stock Exchange0.11%
- 🇦🇺 Sydney0.03%
- 🇺🇸 Chicago Board Options Exchange0.02%
- 🇸🇪 Stockholm Stock Exchange0.02%
- 🇩🇰 Copenhagen Stock Exchange0.02%
- 🇪🇸 Bolsa De Madrid0.01%
- 🇭🇰 Hong Kong Exchanges0.01%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States28.61%
- 🇨🇭 Switzerland15.82%
- 🇩🇪 Germany2.39%
- 🇨🇳 China1.58%
- 🇫🇷 France1.56%
- 🇮🇹 Italy1.38%
- 🇮🇳 India0.73%
- 🇬🇧 United Kingdom0.6%
- 🇳🇱 Netherlands0.46%
- 🇱🇺 Luxembourg0.17%
- 🇳🇴 Norway0.11%
- 🇹🇼 Taiwan0.08%
- 🇨🇦 Canada0.08%
- 🇪🇸 Spain0.05%
- 🇦🇺 Australia0.03%
- 🇸🇪 Sweden0.03%
- 🇮🇪 Ireland0.02%
- 🇯🇵 Japan0.02%
- 🇩🇰 Denmark0.02%
- 🇸🇬 Singapore0.01%
- 🇧🇪 Belgium0%
Dividends
Dividend Yield
1.77%
44 out of 84 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $HTZWW (50.08%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 SLHN.ZU | 0.36% | 3.89% | $33 |
 ZURN.ZU | 0.19% | 4.99% | $26 |
 AGNC | 0.14% | 13.52% | $1.44 |
 GainersQtr | 0.1% | 0.7% | - |
 SPG | 0.09% | 4.2% | $7.75 |
 HTZWW | 0.08% | 50.08% | $0.53 |
 O | 0.07% | 5.29% | $3.09 |
 LTC.US | 0.06% | 5.53% | $2.28 |
 CS.PA | 0.05% | 5.2% | $1.98 |
 G.MI | 0.05% | 3.66% | $1.28 |
 MUV2.DE | 0.04% | 4.55% | $15 |
 HBAN.ZU | 0.04% | 3.59% | $6.3 |
 MAIN | 0.04% | 5.37% | $2.85 |
 ALV.DE | 0.03% | 3.79% | $13.8 |
 SREN.ZU | 0.03% | 4.41% | $6.22 |
 IEP | 0.03% | 29.33% | $4 |
 FCPT | 0.03% | 5.88% | $1.38 |
 SBRA | 0.03% | 5.77% | $1.2 |
 OHI | 0.03% | 5.78% | $2.68 |
 REG | 0.03% | 3.95% | $2.66 |
 WPC | 0.03% | 5.26% | $3.67 |
 MPT | 0.02% | 8.73% | $0.6 |
 FRT | 0.02% | 3.86% | $4.36 |
 CUBE | 0.02% | 5.34% | $2.02 |
 VICI | 0.02% | 7.08% | $1.66 |
 VTR | 0.02% | 2.22% | $1.8 |
 IIPR | 0.02% | 13.29% | $7.34 |
 SPSN.ZU | 0.02% | 2.79% | $3.4 |
 VNO | 0.01% | 2.02% | $0.68 |
 MC.PA | 0.01% | 3.03% | $13 |
 HDB | 0.01% | 1.52% | $0.6 |
 AZN | 0.01% | 1.91% | $1.42 |
 MCD | 0.01% | 2.87% | $6.53 |
 GEBN.ZU | 0.01% | 2.29% | $12.7 |
 AVGO | 0.01% | 0.71% | $19.7 |
 AT1.DE | 0.01% | 4.22% | - |
 CSCO | 0.01% | 1.52% | $1.58 |
 PG | 0.01% | 2.91% | $3.83 |
 AMAT | 0% | 0.44% | $1.44 |
 WMT | 0% | 0.92% | $0.81 |
 PRX.NV | 0% | 0.75% | $0.07 |
 STMN.ZU | 0% | 1.06% | $0.85 |
 SOLS | 0% | -0.24% | - |
 AI.PA | 0% | -1.97% | $-2.91 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
WMT | Pay Day | Sep 8, 2026 | $0.25 |
WMT (GainersQtr) | Pay Day | Sep 8, 2026 | $0.25 |
Performance Metrics
Score 2.3/10
Beta
1.13
1.13
0
0.8
1.2
0
2
Sharpe Ratio
-0.4
-0.4
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.47
-0.47
-1
1
2
3
3
Jensen's Alpha
-29.54
-29.54
-30
0
2
4.5
4.5
Omega Ratio
0.51
0.51
0
1
1.5
2.5
2.5
Treynor Ratio
-1.59
-1.59
-2
0.75
1.25
2
2
Information Ratio
-0.65
-0.65
-1
0.3
0.6
1
1
Calmar Ratio
-0.33
-0.33
-1
0.3
0.6
1
1
Beta
1.13
1.13
0
0.8
1.2
0
2
Sharpe Ratio
-0.4
-0.4
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.47
-0.47
-1
1
2
3
3
Jensen's Alpha
-29.54
-29.54
-30
0
2
4.5
4.5
Omega Ratio
0.51
0.51
0
1
1.5
2.5
2.5
Treynor Ratio
-1.59
-1.59
-2
0.75
1.25
2
2
Information Ratio
-0.65
-0.65
-1
0.3
0.6
1
1
Calmar Ratio
-0.33
-0.33
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
33.92
High:VTR
164.21VTRLow:
FSLY
-28.26FSLYDetails
PEG Ratio
394.46
High:GEBN.ZU
6,407.23GEBN.ZULow:FSLY
-76.73FSLYDetails
Price/Book
6.83
High:
JMIA
66.42JMIALow:MCD
-151.69MCDDetails
Price/Sales
3.86
High:
HTT
74.62HTTLow:
SUNWQ
-SUNWQDetails
Price/CF
16.74
High:
PLTR
138.09PLTRLow:
HTZ
1.04HTZDetails
Price/FCF
25.77
High:MAIN
664.56MAINLow:HTZ
0.31HTZDetails
P/E Ratio
33.92
High:VTR
164.21VTRLow:FSLY
-28.26FSLYDetails
PEG Ratio
394.46
High:GEBN.ZU
6,407.23GEBN.ZULow:FSLY
-76.73FSLYDetails
Price/Book
6.83
High:JMIA
66.42JMIALow:MCD
-151.69MCDDetails
Price/Sales
3.86
High:HTT
74.62HTTLow:SUNWQ
-SUNWQDetails
Price/CF
16.74
High:PLTR
138.09PLTRLow:HTZ
1.04HTZDetails
Price/FCF
25.77
High:MAIN
664.56MAINLow:HTZ
0.31HTZDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-98.75% | Jan 2018 | - | 105 |
-12.31% | Nov 2017 | Dec 2017 | 1 |