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-2.56%
This Month
+1.12%
Year To Date
+26.61%
2 Years
-15%
5 Years
-97.3%
10 Years
-33.83%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading40.8%
- 💰 Finance32.71%
- 🪙 Cryptocurrencies6.41%
- 📊 ETFs6.03%
- 🖥️ Technology Services5.75%
- 💇♀️ Consumer Services4.48%
- 🛍️ Retail Trade1.06%
- 💵 Cash0.9%
- 💻 Electronic Technology0.89%
- 🏭 Industrial Services0.36%
- 🚗 Consumer Durables0.22%
- 🛠️ Producer Manufacturing0.2%
- ⛏️ Energy Minerals0.12%
- 🧬 Health Technology0.1%
- 💼 Commercial Services0.09%
- 🍞 Consumer Non Durables0.01%
- 🧪 Process Industries0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE28.01%
- 🇬🇧 LSE19.26%
- 🇨🇭 SIX14.73%
- 🇺🇸 Nasdaq10.85%
- 🌍 Digital Currency6.61%
- 🇩🇪 FRA2.09%
- 🇩🇪 Xetra ETFs1.96%
- 🇮🇹 Borsa Italiana1.64%
- 🇫🇷 Euronext Paris1.24%
- 🇺🇸 OTC Markets Stock Exchange0.38%
- 🇳🇱 Euronext Amsterdam0.28%
- 🇳🇴 Oslo Stock Exchange0.2%
- 🇭🇰 Hong Kong Exchanges0.14%
- 🇺🇸 Chicago Board Options Exchange0.1%
- 🇫🇮 Helsinki Stock Exchange0.03%
- 🇦🇺 Sydney0.03%
- 🇧🇪 Euronext Brussels0.03%
- 🇪🇸 Bolsa De Madrid0.02%
- Tokyo Stock Exchange0.02%
- Abu Dhabi0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States27.77%
- 🇨🇭 Switzerland14.74%
- 🇩🇪 Germany2.3%
- 🇨🇳 China2.02%
- 🇮🇹 Italy1.37%
- 🇫🇷 France1.24%
- 🇬🇧 United Kingdom1.15%
- 🇯🇵 Japan0.86%
- 🇮🇳 India0.77%
- 🇱🇺 Luxembourg0.47%
- 🇳🇱 Netherlands0.25%
- 🇳🇴 Norway0.2%
- 🇸🇬 Singapore0.15%
- 🇨🇦 Canada0.08%
- 🇺🇾 Uruguay0.04%
- 🇫🇮 Finland0.03%
- 🇦🇺 Australia0.03%
- 🇧🇪 Belgium0.03%
- 🇧🇷 Brazil0.03%
- 🇹🇼 Taiwan0.03%
- 🇪🇸 Spain0.02%
- 🇨🇿 Czech Republic0.02%
- 🇮🇱 Israel0.01%
Dividends
Dividend Yield
1.93%
40 out of 79 instruments pay dividend.
50 dividend payments in the next 30 days.
Highest Dividend: $IEP (26.63%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 SLHN.ZU | 0.36% | 4.34% | $33 |
 ZURN.ZU | 0.19% | 5.46% | $26 |
 GainersQtr | 0.18% | 1.31% | - |
 AGNC | 0.14% | 13.99% | $1.44 |
 SPG | 0.09% | 4.27% | $7.75 |
 HTZWW | 0.08% | 21.49% | $0.53 |
 O | 0.07% | 5.41% | $3.09 |
 LTC.US | 0.06% | 6.54% | $2.28 |
 CS.PA | 0.05% | 5.87% | $1.98 |
 PGR | 0.05% | 7.11% | $1.15 |
 G.MI | 0.05% | 4.25% | $1.28 |
 MUV2.DE | 0.04% | 5.34% | $15 |
 HBAN.ZU | 0.04% | 3.9% | $6.3 |
 MAIN | 0.04% | 5.96% | $2.85 |
 ALV.DE | 0.04% | 4.6% | $13.8 |
 SREN.ZU | 0.03% | 5.34% | $6.22 |
 SBRA | 0.03% | 6.79% | $1.2 |
 IEP | 0.03% | 26.63% | $4 |
 FCPT | 0.03% | 6.03% | $1.38 |
 OHI | 0.03% | 6.14% | $2.68 |
 REG | 0.03% | 3.91% | $2.66 |
 WPC | 0.03% | 4.95% | $3.67 |
 MPT | 0.03% | 6.99% | $0.6 |
 FRT | 0.02% | 3.78% | $4.36 |
 CUBE | 0.02% | 5.28% | $2.02 |
 VICI | 0.02% | 6.54% | $1.66 |
 VTR | 0.02% | 2.57% | $1.8 |
 IIPR | 0.02% | 13.01% | $7.34 |
 SPSN.ZU | 0.02% | 2.75% | $3.4 |
 HD | 0.02% | 3% | $8.52 |
 VNO | 0.01% | 2.12% | $0.68 |
 WFC | 0.01% | 2.22% | $1.4 |
 HDB | 0.01% | 1.47% | $0.6 |
 GEBN.ZU | 0.01% | 2.51% | $12.7 |
 AT1.DE | 0.01% | 3.37% | - |
 SONY | 0% | 0.5% | $0.49 |
 WMT | 0% | 0.84% | $0.81 |
 STMN.ZU | 0% | 1.05% | $0.85 |
 COST | 0% | 0.55% | $19.22 |
 SOLS | 0% | -0.18% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
MAIN | Ex-Dividend | Jun 8, 2026 | $0.26 |
 GOOG (GainersQtr) | Ex-Dividend | Jun 8, 2026 | $0.22 |
 SGO.PA (GainersQtr) | Ex-Dividend | Jun 8, 2026 | $2.68 |
 IGG.L (GainersQtr) | Pay Day | Jun 8, 2026 | $0.37 |
 GOOGL (GainersQtr) | Ex-Dividend | Jun 8, 2026 | $0.22 |
AGNC | Pay Day | Jun 9, 2026 | $0.12 |
SPG | Ex-Dividend | Jun 9, 2026 | $2.25 |
 JNJ (GainersQtr) | Pay Day | Jun 9, 2026 | $1.34 |
SOLS | Pay Day | Jun 10, 2026 | -$0.07 |
 CVX.US (GainersQtr) | Pay Day | Jun 10, 2026 | $1.78 |
 IBM (GainersQtr) | Pay Day | Jun 10, 2026 | $1.69 |
 XOM (GainersQtr) | Pay Day | Jun 10, 2026 | $1.03 |
SGO.PA (GainersQtr) | Pay Day | Jun 10, 2026 | $2.68 |
 LLY (GainersQtr) | Pay Day | Jun 10, 2026 | $1.73 |
 SPGI (GainersQtr) | Pay Day | Jun 10, 2026 | $0.97 |
 OXY (GainersQtr) | Ex-Dividend | Jun 10, 2026 | $0.26 |
 DLO (GainersQtr) | Pay Day | Jun 10, 2026 | $0.19 |
 MSFT (GainersQtr) | Pay Day | Jun 11, 2026 | $0.91 |
 RTX (GainersQtr) | Pay Day | Jun 11, 2026 | $0.73 |
 01211.HK (GainersQtr) | Ex-Dividend | Jun 11, 2026 | $0.05 |
 TSM (GainersQtr) | Ex-Dividend | Jun 11, 2026 | $0.95 |
REG | Ex-Dividend | Jun 12, 2026 | $0.76 |
 PFE (GainersQtr) | Pay Day | Jun 12, 2026 | $0.43 |
 ALB (GainersQtr) | Ex-Dividend | Jun 12, 2026 | $0.41 |
 WMB (GainersQtr) | Ex-Dividend | Jun 12, 2026 | $0.53 |
 RKT.L (GainersQtr) | Pay Day | Jun 12, 2026 | $1.70 |
 BBOX.L (GainersQtr) | Pay Day | Jun 12, 2026 | $0.03 |
O | Pay Day | Jun 15, 2026 | $0.27 |
MAIN | Pay Day | Jun 15, 2026 | $0.26 |
GOOG (GainersQtr) | Pay Day | Jun 15, 2026 | $0.22 |
 META (GainersQtr) | Ex-Dividend | Jun 15, 2026 | $0.53 |
 KO (GainersQtr) | Ex-Dividend | Jun 15, 2026 | $0.53 |
 DVN (GainersQtr) | Ex-Dividend | Jun 15, 2026 | $0.32 |
 MO (GainersQtr) | Ex-Dividend | Jun 15, 2026 | $1.06 |
 NEE (GainersQtr) | Pay Day | Jun 15, 2026 | $0.62 |
O (GainersQtr) | Pay Day | Jun 15, 2026 | $0.27 |
GOOGL (GainersQtr) | Pay Day | Jun 15, 2026 | $0.22 |
 CVE (GainersQtr) | Ex-Dividend | Jun 15, 2026 | $0.16 |
 DOC (GainersQtr) | Ex-Dividend | Jun 15, 2026 | $0.10 |
 MCD (GainersQtr) | Pay Day | Jun 16, 2026 | $1.86 |
 DUK (GainersQtr) | Pay Day | Jun 16, 2026 | $1.06 |
HD | Pay Day | Jun 18, 2026 | $2.33 |
MPT | Ex-Dividend | Jun 18, 2026 | $0.09 |
 G24.DE (GainersQtr) | Ex-Dividend | Jun 18, 2026 | $1.73 |
LTC.US | Ex-Dividend | Jun 22, 2026 | $0.19 |
G24.DE (GainersQtr) | Pay Day | Jun 22, 2026 | $1.73 |
 VLO (GainersQtr) | Pay Day | Jun 23, 2026 | $1.20 |
 BLK (GainersQtr) | Pay Day | Jun 23, 2026 | $5.73 |
 STM.US (GainersQtr) | Ex-Dividend | Jun 23, 2026 | $0.09 |
 HAL (GainersQtr) | Pay Day | Jun 24, 2026 | $0.17 |
 01093.HK (GainersQtr) | Ex-Dividend | Jun 24, 2026 | $0.02 |
 GFS (GainersQtr) | Ex-Dividend | Jun 24, 2026 | $0.12 |
IEP | Pay Day | Jun 25, 2026 | $0.50 |
META (GainersQtr) | Pay Day | Jun 25, 2026 | $0.53 |
 SU (GainersQtr) | Pay Day | Jun 25, 2026 | $0.44 |
 NVDA (GainersQtr) | Pay Day | Jun 26, 2026 | $0.25 |
 BP.L (GainersQtr) | Pay Day | Jun 26, 2026 | $0.08 |
 HSBA.L (GainersQtr) | Pay Day | Jun 26, 2026 | $0.10 |
 TSCO.L (GainersQtr) | Pay Day | Jun 26, 2026 | $0.13 |
DOC (GainersQtr) | Pay Day | Jun 26, 2026 | $0.10 |
WMB (GainersQtr) | Pay Day | Jun 29, 2026 | $0.53 |
 SHEL.L (GainersQtr) | Pay Day | Jun 29, 2026 | $0.39 |
SPG | Pay Day | Jun 30, 2026 | $2.25 |
VTR | Ex-Dividend | Jun 30, 2026 | $0.52 |
LTC.US | Pay Day | Jun 30, 2026 | $0.19 |
 PEP (GainersQtr) | Pay Day | Jun 30, 2026 | $1.48 |
 TTE.PA (GainersQtr) | Ex-Dividend | Jun 30, 2026 | $1.01 |
 DE (GainersQtr) | Ex-Dividend | Jun 30, 2026 | $1.62 |
 MDLZ (GainersQtr) | Ex-Dividend | Jun 30, 2026 | $0.50 |
DVN (GainersQtr) | Pay Day | Jun 30, 2026 | $0.32 |
 ALW.L (GainersQtr) | Pay Day | Jun 30, 2026 | $0.10 |
CVE (GainersQtr) | Pay Day | Jun 30, 2026 | $0.16 |
STM.US (GainersQtr) | Pay Day | Jun 30, 2026 | $0.09 |
 TRP (GainersQtr) | Ex-Dividend | Jun 30, 2026 | $0.65 |
 STN (GainersQtr) | Ex-Dividend | Jun 30, 2026 | $0.18 |
FRT | Ex-Dividend | Jul 1, 2026 | $1.13 |
CUBE | Ex-Dividend | Jul 1, 2026 | $0.53 |
KO (GainersQtr) | Pay Day | Jul 1, 2026 | $0.53 |
ALB (GainersQtr) | Pay Day | Jul 1, 2026 | $0.41 |
REG | Pay Day | Jul 2, 2026 | $0.76 |
TTE.PA (GainersQtr) | Pay Day | Jul 2, 2026 | $1.01 |
 CSCO (GainersQtr) | Ex-Dividend | Jul 6, 2026 | $0.42 |
 JPM (GainersQtr) | Ex-Dividend | Jul 6, 2026 | $1.50 |
 REP.MC (GainersQtr) | Ex-Dividend | Jul 6, 2026 | $0.59 |
REP.MC (GainersQtr) | Pay Day | Jul 8, 2026 | $0.59 |
 LMP.L (GainersQtr) | Pay Day | Jul 9, 2026 | $0.04 |
 SLB (GainersQtr) | Pay Day | Jul 9, 2026 | $0.29 |
TSM (GainersQtr) | Pay Day | Jul 9, 2026 | $0.95 |
MO (GainersQtr) | Pay Day | Jul 10, 2026 | $1.06 |
 BTI (GainersQtr) | Ex-Dividend | Jul 10, 2026 | $0.83 |
MDLZ (GainersQtr) | Pay Day | Jul 14, 2026 | $0.50 |
GFS (GainersQtr) | Pay Day | Jul 14, 2026 | $0.12 |
FRT | Pay Day | Jul 15, 2026 | $1.13 |
CUBE | Pay Day | Jul 15, 2026 | $0.53 |
01093.HK (GainersQtr) | Pay Day | Jul 15, 2026 | $0.02 |
OXY (GainersQtr) | Pay Day | Jul 15, 2026 | $0.26 |
STN (GainersQtr) | Pay Day | Jul 15, 2026 | $0.18 |
VTR | Pay Day | Jul 16, 2026 | $0.52 |
MPT | Pay Day | Jul 16, 2026 | $0.09 |
 EOG (GainersQtr) | Ex-Dividend | Jul 17, 2026 | $1.02 |
CSCO (GainersQtr) | Pay Day | Jul 22, 2026 | $0.42 |
 RI.PA (GainersQtr) | Ex-Dividend | Jul 22, 2026 | $2.77 |
 SSE.L (GainersQtr) | Ex-Dividend | Jul 23, 2026 | $0.63 |
RI.PA (GainersQtr) | Pay Day | Jul 24, 2026 | $2.77 |
JPM (GainersQtr) | Pay Day | Jul 31, 2026 | $1.50 |
EOG (GainersQtr) | Pay Day | Jul 31, 2026 | $1.02 |
01211.HK (GainersQtr) | Pay Day | Jul 31, 2026 | $0.05 |
TRP (GainersQtr) | Pay Day | Jul 31, 2026 | $0.65 |
DE (GainersQtr) | Pay Day | Aug 10, 2026 | $1.62 |
 EQNR.OL (GainersQtr) | Ex-Dividend | Aug 13, 2026 | $0.39 |
 BG (GainersQtr) | Ex-Dividend | Aug 18, 2026 | $0.72 |
BTI (GainersQtr) | Pay Day | Aug 19, 2026 | $0.83 |
WMT | Ex-Dividend | Aug 21, 2026 | $0.25 |
EQNR.OL (GainersQtr) | Pay Day | Aug 27, 2026 | $0.39 |
BG (GainersQtr) | Pay Day | Sep 1, 2026 | $0.72 |
WMT | Pay Day | Sep 8, 2026 | $0.25 |
SSE.L (GainersQtr) | Pay Day | Sep 17, 2026 | $0.63 |
Performance Metrics
Score 2.3/10
Beta
1.14
1.14
0
0.8
1.2
0
2
Sharpe Ratio
-0.41
-0.41
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.49
-0.49
-1
1
2
3
3
Jensen's Alpha
-30.53
-30.53
-31
0
2
4.5
4.5
Omega Ratio
0.51
0.51
0
1
1.5
2.5
2.5
Treynor Ratio
-1.67
-1.67
-2
0.75
1.25
2
2
Information Ratio
-0.66
-0.66
-1
0.3
0.6
1
1
Calmar Ratio
-0.35
-0.35
-1
0.3
0.6
1
1
Beta
1.14
1.14
0
0.8
1.2
0
2
Sharpe Ratio
-0.41
-0.41
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.49
-0.49
-1
1
2
3
3
Jensen's Alpha
-30.53
-30.53
-31
0
2
4.5
4.5
Omega Ratio
0.51
0.51
0
1
1.5
2.5
2.5
Treynor Ratio
-1.67
-1.67
-2
0.75
1.25
2
2
Information Ratio
-0.66
-0.66
-1
0.3
0.6
1
1
Calmar Ratio
-0.35
-0.35
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
24.92
High:
PLTR
159.64PLTRLow:SONY
-67.94SONYDetails
PEG Ratio
362.07
High:GEBN.ZU
6,277.88GEBN.ZULow:
FSLY
-77.98FSLYDetails
Price/Book
4.15
High:PLTR
40.2PLTRLow:
BYND
-17.27BYNDDetails
Price/Sales
2.03
High:
HTT
82.35HTTLow:
SUNWQ
-SUNWQDetails
Price/CF
11
High:PLTR
138.09PLTRLow:
HTZ
1.04HTZDetails
Price/FCF
16.35
High:MAIN
664.56MAINLow:HTZ
0.31HTZDetails
P/E Ratio
24.92
High:PLTR
159.64PLTRLow:SONY
-67.94SONYDetails
PEG Ratio
362.07
High:GEBN.ZU
6,277.88GEBN.ZULow:FSLY
-77.98FSLYDetails
Price/Book
4.15
High:PLTR
40.2PLTRLow:BYND
-17.27BYNDDetails
Price/Sales
2.03
High:HTT
82.35HTTLow:SUNWQ
-SUNWQDetails
Price/CF
11
High:PLTR
138.09PLTRLow:HTZ
1.04HTZDetails
Price/FCF
16.35
High:MAIN
664.56MAINLow:HTZ
0.31HTZDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-98.75% | Jan 2018 | - | 102 |
-12.31% | Nov 2017 | Dec 2017 | 1 |