Loading...
+0.1%
Today
-2.33%
This Month
-4.43%
Year To Date
+18.68%
2 Years
+28.14%
5 Years
-39.18%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading36.85%
- 💰 Finance34.14%
- 🪙 Cryptocurrencies8.5%
- 📊 ETFs5.48%
- 💇♀️ Consumer Services5.24%
- 🖥️ Technology Services4.34%
- 🛠️ Producer Manufacturing1.2%
- 🧩 Miscellaneous0.8%
- 💻 Electronic Technology0.45%
- 💼 Commercial Services0.33%
- 🧬 Health Technology0.32%
- 🚚 Transportation0.22%
- ⛏️ Energy Minerals0.16%
- 🚗 Consumer Durables0.16%
- 💵 Cash0.1%
- 🍞 Consumer Non Durables0.05%
- 🛍️ Retail Trade0.02%
- 🏭 Industrial Services0%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE30.86%
- 🇺🇸 NYSE22.86%
- 🇨🇭 SIX16.15%
- 🌍 Digital Currency8.5%
- 🇺🇸 Nasdaq8.38%
- 🇩🇪 FRA2.33%
- 🇫🇷 Euronext Paris1.12%
- 🇮🇹 Borsa Italiana1.07%
- 🇺🇸 OTC Markets Stock Exchange0.76%
- 🇳🇴 Oslo Stock Exchange0.22%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States24.24%
- 🇨🇭 Switzerland16.15%
- 🇩🇪 Germany2.21%
- 🇨🇳 China1.9%
- 🇫🇷 France1.12%
- 🇮🇹 Italy1.07%
- 🇱🇺 Luxembourg0.28%
- 🇳🇴 Norway0.22%
- 🇧🇷 Brazil0.22%
- 🇨🇦 Canada0.01%
Dividends
Dividend Yield
2.05%
50 out of 84 instruments pay dividend.
5 dividend payments in the next 30 days.
Highest Dividend: $IEP (35.13%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 SLHN.ZU | 0.36% | 4.48% | $33 |
 ZURN.ZU | 0.22% | 5.01% | $26 |
 AGNC | 0.18% | 17.27% | $1.44 |
 SPG | 0.11% | 5.49% | $7.75 |
 HTZWW | 0.1% | 12.55% | $0.53 |
 O | 0.08% | 5.42% | $3.09 |
 LTC.US | 0.07% | 6.38% | $2.28 |
 CS.PA | 0.06% | 5.42% | $1.98 |
 IEP | 0.06% | 35.13% | $4 |
 MAIN | 0.05% | 5.68% | $2.85 |
 G.MI | 0.04% | 4.15% | $1.28 |
 HELN.ZU | 0.04% | 3.7% | $6.3 |
 MUV2.DE | 0.04% | 3.34% | $15 |
 SREN.ZU | 0.04% | 4.24% | $6.22 |
 ALV.DE | 0.04% | 4.43% | $13.8 |
 SBRA | 0.04% | 6.62% | $1.2 |
 OHI | 0.04% | 6.95% | $2.68 |
 FCPT | 0.04% | 4.96% | $1.38 |
 MPW | 0.03% | 7.16% | $0.6 |
 REG | 0.03% | 3.84% | $2.66 |
 WPC | 0.03% | 5.65% | $3.67 |
 HDV | 0.03% | 3.37% | - |
 FRT | 0.03% | 4.68% | $4.36 |
 BALN.ZU | 0.02% | 4.36% | $7.7 |
 RWR | 0.02% | 3.81% | - |
 DGRO | 0.02% | 2.24% | - |
 CUBE | 0.02% | 5.21% | $2.02 |
 USRT | 0.02% | 2.79% | - |
 VICI | 0.02% | 5.26% | $1.66 |
 IIPR | 0.02% | 14.73% | $7.34 |
 VTR | 0.02% | 2.69% | $1.8 |
 SPSN.ZU | 0.02% | 3.08% | $3.4 |
 VNO | 0.02% | 2.14% | $0.68 |
 VNQ | 0.01% | 4.01% | - |
 PGX | 0.01% | 6.11% | - |
 XLRE | 0.01% | 3.33% | - |
 GEBN.ZU | 0.01% | 2.33% | $12.7 |
 IYR | 0.01% | 2.52% | - |
 MRK | 0.01% | 4.05% | $3.04 |
 BX | 0.01% | 3.11% | $3.36 |
 AMAT | 0.01% | 1.21% | $1.44 |
 LIT | 0.01% | 0.98% | - |
 DIS | 0% | 1.18% | $0.75 |
 BAC | 0% | 2.73% | $0.96 |
 TAN | 0% | 0.54% | - |
 STMN.ZU | 0% | 0.98% | $0.85 |
 AAPL | 0% | 0.51% | $0.97 |
 DHR | 0% | 0.6% | $1.05 |
 MSFT | 0% | 0.88% | $3 |
 NLOP | 0% | 1.05% | $0.34 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
DHR | Pay Day | Apr 25, 2025 | $0.32 |
AGNC | Ex-Dividend | Apr 30, 2025 | $0.12 |
O | Ex-Dividend | May 1, 2025 | $0.27 |
CS.PA | Ex-Dividend | May 5, 2025 | $2.25 |
CS.PA | Pay Day | May 7, 2025 | $2.25 |
MAIN | Ex-Dividend | May 8, 2025 | $0.25 |
AGNC | Pay Day | May 9, 2025 | $0.12 |
MSFT | Ex-Dividend | May 15, 2025 | $0.83 |
O | Pay Day | May 15, 2025 | $0.27 |
MAIN | Pay Day | May 15, 2025 | $0.25 |
G.MI | Ex-Dividend | May 19, 2025 | $1.55 |
G.MI | Pay Day | May 21, 2025 | $1.55 |
AMAT | Ex-Dividend | May 22, 2025 | $0.46 |
MSFT | Pay Day | Jun 12, 2025 | $0.83 |
AMAT | Pay Day | Jun 12, 2025 | $0.46 |
IYR | Pay Day | Jun 17, 2025 | $0.55 |
HDV | Pay Day | Jun 17, 2025 | $0.93 |
DIS | Ex-Dividend | Jun 24, 2025 | $0.50 |
RWR | Pay Day | Jun 26, 2025 | $0.90 |
DIS | Pay Day | Jul 23, 2025 | $0.50 |
TAN | Pay Day | Dec 27, 2025 | $0.17 |
Performance Metrics
Score 2.3/10
Beta
1.17
1.17
0
0.8
1.2
0
2
Sharpe Ratio
-0.47
-0.47
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.55
-0.55
-1
1
2
3
3
Jensen's Alpha
-32.74
-32.74
-33
0
2
4.5
4.5
Omega Ratio
0.51
0.51
0
1
1.5
2.5
2.5
Treynor Ratio
-1.95
-1.95
-2
0.75
1.25
2
2
Information Ratio
-0.68
-0.68
-1
0.3
0.6
1
1
Calmar Ratio
-0.39
-0.39
-1
0.3
0.6
1
1
Beta
1.17
1.17
0
0.8
1.2
0
2
Sharpe Ratio
-0.47
-0.47
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.55
-0.55
-1
1
2
3
3
Jensen's Alpha
-32.74
-32.74
-33
0
2
4.5
4.5
Omega Ratio
0.51
0.51
0
1
1.5
2.5
2.5
Treynor Ratio
-1.95
-1.95
-2
0.75
1.25
2
2
Information Ratio
-0.68
-0.68
-1
0.3
0.6
1
1
Calmar Ratio
-0.39
-0.39
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
24.45
High:
VNO
875.89VNOLow:
CZR
-19.83CZRDetails
PEG Ratio
123.28
High:
REG
1,010.99REGLow:
FCEL
-121.8FCELDetails
Price/Book
4.26
High:
AAPL
44.38AAPLLow:
BYND
-0.35BYNDDetails
Price/Sales
2.34
High:
PLTR
82.74PLTRLow:
SUNWQ
-SUNWQDetails
Price/CF
10.66
High:
SLHN.ZU
226.8SLHN.ZULow:
HTZ
0.51HTZDetails
Price/FCF
14.68
High:REG
568.35REGLow:HTZ
0.31HTZDetails
P/E Ratio
24.45
High:VNO
875.89VNOLow:CZR
-19.83CZRDetails
PEG Ratio
123.28
High:REG
1,010.99REGLow:FCEL
-121.8FCELDetails
Price/Book
4.26
High:AAPL
44.38AAPLLow:BYND
-0.35BYNDDetails
Price/Sales
2.34
High:PLTR
82.74PLTRLow:SUNWQ
-SUNWQDetails
Price/CF
10.66
High:SLHN.ZU
226.8SLHN.ZULow:HTZ
0.51HTZDetails
Price/FCF
14.68
High:REG
568.35REGLow:HTZ
0.31HTZDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-98.75% | Jan 2018 | - | 88 |
-12.31% | Nov 2017 | Dec 2017 | 1 |