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+0.83%
This Month
+4.2%
Year To Date
+26.91%
2 Years
-1.83%
5 Years
-97.22%
10 Years
-33.35%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading39.37%
- 💰 Finance33.93%
- 🖥️ Technology Services7.02%
- 🪙 Cryptocurrencies6%
- 📊 ETFs5.8%
- 💇♀️ Consumer Services5.06%
- 💻 Electronic Technology0.81%
- 🧬 Health Technology0.45%
- 🏭 Industrial Services0.37%
- 🛍️ Retail Trade0.36%
- 💵 Cash0.34%
- 🚗 Consumer Durables0.17%
- 🛠️ Producer Manufacturing0.16%
- ⛏️ Energy Minerals0.12%
- 💼 Commercial Services0.08%
- 🍞 Consumer Non Durables0.01%
- 🧪 Process Industries0%
- ❓ Other0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE29.43%
- 🇬🇧 LSE18.75%
- 🇨🇭 SIX16.19%
- 🇺🇸 Nasdaq12.46%
- 🌍 Digital Currency6.11%
- 🇩🇪 FRA1.97%
- 🇮🇹 Borsa Italiana1.29%
- 🇫🇷 Euronext Paris1.14%
- 🇩🇪 Xetra ETFs0.85%
- Regular Trading Hours - RTH0.19%
- 🌍 CFD0.16%
- 🇳🇴 Oslo Stock Exchange0.13%
- 🇺🇸 OTC Markets Stock Exchange0.13%
- 🇳🇱 Euronext Amsterdam0.07%
- 🇦🇺 Sydney0.03%
- 🇺🇸 Chicago Board Options Exchange0.02%
- 🇩🇰 Copenhagen Stock Exchange0.02%
- 🇸🇪 Stockholm Stock Exchange0.02%
- 🇪🇸 Bolsa De Madrid0.01%
- 🇭🇰 Hong Kong Exchanges0.01%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States28.59%
- 🇨🇭 Switzerland16.19%
- 🇩🇪 Germany2.17%
- 🇨🇳 China1.56%
- 🇮🇹 Italy1.32%
- 🇫🇷 France1.14%
- 🇯🇵 Japan0.8%
- 🇮🇳 India0.74%
- 🇬🇧 United Kingdom0.42%
- 🇳🇱 Netherlands0.25%
- 🇱🇺 Luxembourg0.19%
- 🇳🇴 Norway0.13%
- 🇨🇦 Canada0.09%
- 🇹🇼 Taiwan0.08%
- 🇪🇸 Spain0.05%
- 🇦🇺 Australia0.03%
- 🇸🇪 Sweden0.02%
- 🇩🇰 Denmark0.02%
- 🇸🇬 Singapore0.01%
- 🇧🇪 Belgium0%
Dividends
Dividend Yield
1.77%
41 out of 82 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: $HTZWW (64.46%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 SLHN.ZU | 0.36% | 3.82% | $33 |
 ZURN.ZU | 0.19% | 4.8% | $26 |
 AGNC | 0.14% | 13.36% | $1.44 |
 GainersQtr | 0.1% | 0.72% | - |
 SPG | 0.09% | 3.92% | $7.75 |
 HTZWW | 0.08% | 64.46% | $0.53 |
 O | 0.07% | 4.97% | $3.09 |
 LTC.US | 0.06% | 5.33% | $2.28 |
 CS.PA | 0.05% | 5.11% | $1.98 |
 G.MI | 0.05% | 3.83% | $1.28 |
 MUV2.DE | 0.04% | 4.72% | $15 |
 HBAN.ZU | 0.04% | 3.54% | $6.3 |
 MAIN | 0.04% | 5.72% | $2.85 |
 ALV.DE | 0.03% | 3.99% | $13.8 |
 SREN.ZU | 0.03% | 4.7% | $6.22 |
 IEP | 0.03% | 26.01% | $4 |
 FCPT | 0.03% | 5.56% | $1.38 |
 SBRA | 0.03% | 5.44% | $1.2 |
 OHI | 0.03% | 5.3% | $2.68 |
 REG | 0.03% | 3.65% | $2.66 |
 WPC | 0.03% | 4.92% | $3.67 |
 MPT | 0.02% | 7.19% | $0.6 |
 FRT | 0.02% | 3.64% | $4.36 |
 CUBE | 0.02% | 5.16% | $2.02 |
 VICI | 0.02% | 6.79% | $1.66 |
 VTR | 0.02% | 2.12% | $1.8 |
 IIPR | 0.02% | 12.01% | $7.34 |
 SPSN.ZU | 0.02% | 2.63% | $3.4 |
 VNO | 0.01% | 1.85% | $0.68 |
 ORCL | 0.01% | 1.59% | $1.6 |
 HDB | 0.01% | 1.49% | $0.6 |
 IBM | 0.01% | 3.19% | $6.65 |
 MCD | 0.01% | 2.78% | $6.53 |
 GEBN.ZU | 0.01% | 2.48% | $12.7 |
 AT1.DE | 0.01% | 3.7% | - |
 AZN | 0.01% | 1.83% | $1.42 |
 SONY | 0% | 0.53% | $0.49 |
 COST | 0% | 0.6% | $19.22 |
 STMN.ZU | 0% | 1.02% | $0.85 |
 SOLS | 0% | -0.25% | - |
 AI.PA | 0% | -1.9% | $-2.91 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 RI.PA (GainersQtr) | Pay Day | Jul 24, 2026 | $2.77 |
 BNS (GainersQtr) | Pay Day | Jul 29, 2026 | $0.82 |
 JPM (GainersQtr) | Pay Day | Jul 31, 2026 | $1.50 |
 DHR (GainersQtr) | Pay Day | Jul 31, 2026 | $0.40 |
 WMT (GainersQtr) | Ex-Dividend | Aug 21, 2026 | $0.25 |
WMT (GainersQtr) | Pay Day | Sep 8, 2026 | $0.25 |
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
24.98
High:VTR
164.21VTRLow:SONY
-64SONYDetails
PEG Ratio
399.59
High:GEBN.ZU
6,407.23GEBN.ZULow:
FSLY
-76.73FSLYDetails
Price/Book
4.72
High:
JMIA
66.42JMIALow:MCD
-151.69MCDDetails
Price/Sales
2.47
High:
HTT
74.62HTTLow:
SUNWQ
-SUNWQDetails
Price/CF
10.99
High:
PLTR
138.09PLTRLow:
HTZ
1.04HTZDetails
Price/FCF
16.91
High:MAIN
664.56MAINLow:HTZ
0.31HTZDetails
P/E Ratio
24.98
High:VTR
164.21VTRLow:SONY
-64SONYDetails
PEG Ratio
399.59
High:GEBN.ZU
6,407.23GEBN.ZULow:FSLY
-76.73FSLYDetails
Price/Book
4.72
High:JMIA
66.42JMIALow:MCD
-151.69MCDDetails
Price/Sales
2.47
High:HTT
74.62HTTLow:SUNWQ
-SUNWQDetails
Price/CF
10.99
High:PLTR
138.09PLTRLow:HTZ
1.04HTZDetails
Price/FCF
16.91
High:MAIN
664.56MAINLow:HTZ
0.31HTZDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-98.75% | Jan 2018 | - | 103 |
-12.31% | Nov 2017 | Dec 2017 | 1 |