Portfolio of Millionaur on eToro

Millionaur

🇷🇴 Stock, ETF and Crypto Multi-Strategy Investor.

29 copiers.

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

Summary

+0.69%

Today

+5.43%

This Month

+19.58%

Year To Date

+28.64%

2 Years

+42.5%

5 Years

+9.68%

Annualized

Diversification

Sectors Breakdown

Sector
Total

📊 ETFs
28.98%
🪙 Cryptocurrencies
12.56%
🧬 Health Technology
8.95%
🖥️ Technology Services
8.08%
💻 Electronic Technology
6.19%
🪨 Non Energy Minerals
5.84%
🛍️ Retail Trade
4.51%
🍞 Consumer Non Durables
4.48%
⛏️ Energy Minerals
3.5%
🏥 Health Services
2.97%
🚗 Consumer Durables
2.36%
💰 Finance
2.04%
💼 Commercial Services
2%
⚡ Utilities
1.68%
🛠️ Producer Manufacturing
1.61%
💵 Cash
1.46%
🚚 Transportation
0.98%
🧪 Process Industries
0.85%
📦 Distribution Services
0.54%
💇‍♀️ Consumer Services
0.51%
📡 Communications
0.04%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
37.93%
🇺🇸 Nasdaq
24.15%
🌍 Digital Currency
12.56%
🇭🇰 Hong Kong Exchanges
6.3%
🇬🇧 LSE
6.22%
🇩🇪 Xetra ETFs
6.02%
🇦🇺 Sydney
1.34%
🇩🇪 FRA
1.12%
🇫🇷 Euronext Paris
0.91%
🇩🇰 Copenhagen Stock Exchange
0.87%
🇳🇴 Oslo Stock Exchange
0.52%
🇳🇱 Euronext Amsterdam
0.25%
🇺🇸 Chicago Board Options Exchange
0.24%
🇪🇸 Bolsa De Madrid
0.24%

Countries Breakdown

Country
Total

🇺🇸 United States
32.98%
🇨🇳 China
7.02%
🇦🇺 Australia
2.06%
🇬🇧 United Kingdom
1.8%
🇩🇰 Denmark
1.78%
🇧🇷 Brazil
1.63%
🇳🇱 Netherlands
1.48%
🇩🇪 Germany
1.12%
🇫🇷 France
0.91%
🇰🇷 South Korea
0.76%
🇭🇰 Hong Kong
0.75%
🇨🇭 Switzerland
0.54%
🇸🇬 Singapore
0.52%
🇺🇾 Uruguay
0.49%
🇹🇼 Taiwan
0.48%
🇮🇪 Ireland
0.46%
🇨🇱 Chile
0.37%
🇵🇰 Pakistan
0.28%
🇳🇴 Norway
0.26%
🇨🇾 Cyprus
0.26%
🇪🇸 Spain
0.24%
🇨🇦 Canada
0.22%
🇮🇱 Israel
0.21%
🇧🇲 Bermuda
0.21%
🇨🇴 Colombia
0.21%
🇷🇺 Russia
0.11%

Dividends

Dividend Yield

2.13%

113 out of 184 instruments pay dividend.

9 dividend payments in the next 30 days.

Highest Dividend: $SVSTL.L (2546.05%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
PBR.A	0.11%	11.61%	$2.21
SDIV	0.09%	10.78%	-
PFE	0.08%	6.99%	$1.66
0968.HK	0.07%	8.9%	$0.23
EWZ	0.06%	7.39%	-
MBG.DE	0.06%	8.37%	$5.3
KHC	0.05%	5.75%	$1.6
BMY	0.05%	5.19%	$2.34
PFF	0.04%	6.68%	-
RIO.L	0.04%	6.91%	$3.41
VALE	0.04%	7.65%	$1.33
IEML.L	0.04%	5.94%	-
MRK	0.04%	4%	$3.04
BHP.L	0.04%	4.88%	$1.26
0386.HK	0.03%	7.21%	$0.37
MNODL.L	0.03%	473.72%	-
UNH	0.03%	3.01%	$7.74
SAN.PA	0.03%	4.71%	$3.76
00857.HK	0.03%	7.13%	$0.48
XLE	0.03%	3.5%	-
PBR	0.03%	14.81%	$1.73
LQD	0.03%	4.46%	-
TLT	0.03%	4.39%	-
RIO	0.03%	6.6%	$4.34
PEP	0.03%	3.83%	$5.15
BHP.ASX	0.03%	4.73%	$2.35
1816.HK	0.03%	3.65%	$0.1
VTIP	0.02%	2.76%	-
DIV	0.02%	6.13%	-
NOVO-B.CO	0.02%	2.75%	$9.4
PG	0.02%	2.66%	$3.83
EC	0.02%	11.21%	$1.62
IUSC.DE	0.02%	4.76%	-
ILTB	0.02%	4.97%	-
GSK	0.02%	4.36%	$1.45
SHV	0.02%	4.69%	-
RIO.ASX	0.02%	7.76%	$6.54
XLV	0.02%	1.76%	-
TLH	0.02%	4.2%	-
VNQ	0.02%	4.07%	-
IS04.DE	0.02%	2.83%	-
MBB	0.02%	4.08%	-
XOP	0.02%	2.71%	-
SHY	0.02%	3.95%	-
AGG	0.02%	3.81%	-
BND	0.02%	3.75%	-
OGZDL.L	0.02%	67.74%	-
IEF	0.02%	3.71%	-
URA	0.02%	2.39%	-
IMB.L	0.02%	6.46%	$1.49
IBZL.L	0.02%	6.41%	-
NEM	0.02%	1.72%	$1.3
ARKG.L	0.02%	5.51%	-
COP	0.02%	3.4%	$3.25
SQM	0.02%	4.14%	$1.36
00384.HK	0.01%	6.21%	$0.55
SMSN.L	0.01%	1.95%	$23.68
REP.MC	0.01%	6.02%	$0.73
9988.HK	0.01%	0.89%	$0.98
GLEN.L	0.01%	2.46%	$0.1
TTE.PA	0.01%	6.05%	$3.06
358.HK	0.01%	5%	-
XLU	0.01%	2.78%	-
PAH3.DE	0.01%	5.6%	$2.56
NVO	0.01%	1.84%	$0.98
01211.HK	0.01%	1.15%	$3.41
LIT	0.01%	1.04%	-
BMW.DE	0.01%	5.15%	$6
EVR.L	0.01%	17.85%	-
BABA	0.01%	0.86%	$0.98
IVV	0.01%	1.31%	-
NHY.OL	0.01%	3.7%	$2.5
MCHI	0.01%	2.04%	-
FXI	0.01%	1.52%	-
LLY	0.01%	0.75%	$4.86
EXC	0.01%	3.59%	$1.48
ABBV	0.01%	3.42%	$6.06
IEMG	0.01%	2.95%	-
SPY5.L	0.01%	1.05%	-
SVSTL.L	0.01%	2546.05%	-
MSFT	0.01%	0.65%	$3
PM	0.01%	3.02%	$5.2
PEG	0.01%	2.92%	$2.34
LMT	0.01%	2.85%	$12.45
ASML	0.01%	0.83%	$5.57
IYR	0.01%	2.55%	-
2899.HK	0.01%	1.98%	$0.27
TAN	0.01%	0.51%	-
EG	0.01%	2.4%	$7.25
GOOGL	0%	0.44%	$0.2
00175.HK	0%	1.75%	$0.22
TSM	0%	0.95%	$1.74
GOOG	0%	0.44%	$0.2
QQQ	0%	0.58%	-
ROSNL.L	0%	21.42%	-
TMO	0%	0.41%	$1.48
AAPL	0%	0.48%	$0.97
1171.HK	0%	10.23%	$1.6
BKNG	0%	0.64%	$17.5
META	0%	0.29%	$1
V	0%	0.66%	$2.01
ASML.NV	0%	1.02%	$6.1
EQT	0%	1.06%	$0.62
MA	0%	0.53%	$2.46
3800.HK	0%	0.9%	-
TECK	0%	0.93%	$0.37
GDX	0%	0.8%	-
MBT	0%	4.44%	-
ITA	0%	0.69%	-
CRM	0%	0.62%	$0.4
LKOD.L	0%	76.06%	-
VST	0%	0.46%	$0.85
XBI	0%	0.17%	-

Next Dividends

Stock	Type	Date	Pay Per Share
00857.HK	Pay Day	Jul 24, 2025	$0.03
PFE	Ex-Dividend	Jul 25, 2025	$0.43
00175.HK	Pay Day	Jul 25, 2025	$0.04
ASML.NV	Ex-Dividend	Jul 28, 2025	$1.87
01211.HK	Pay Day	Jul 29, 2025	$0.55
ASML	Ex-Dividend	Jul 29, 2025	$1.86
BMY	Pay Day	Aug 1, 2025	$0.62
ASML	Pay Day	Aug 6, 2025	$1.86
ASML.NV	Pay Day	Aug 6, 2025	$1.87
EQT	Ex-Dividend	Aug 6, 2025	$0.16
MA	Pay Day	Aug 8, 2025	$0.76
PG	Pay Day	Aug 15, 2025	$1.06
ABBV	Pay Day	Aug 15, 2025	$1.64
LLY	Ex-Dividend	Aug 15, 2025	$1.50
MSFT	Ex-Dividend	Aug 21, 2025	$0.83
IMB.L	Ex-Dividend	Aug 21, 2025	$0.53
00384.HK	Ex-Dividend	Aug 25, 2025	$0.04
GLEN.L	Ex-Dividend	Aug 28, 2025	$0.05
PFE	Pay Day	Sep 2, 2025	$0.43
LMT	Ex-Dividend	Sep 2, 2025	$3.30
EQT	Pay Day	Sep 2, 2025	$0.16
LLY	Pay Day	Sep 10, 2025	$1.50
MSFT	Pay Day	Sep 11, 2025	$0.83
TMO	Ex-Dividend	Sep 15, 2025	$0.43
TSM	Ex-Dividend	Sep 16, 2025	$0.82
GLEN.L	Pay Day	Sep 19, 2025	$0.05
LMT	Pay Day	Sep 26, 2025	$3.30
PBR	Pay Day	Sep 29, 2025	$0.11
IMB.L	Pay Day	Sep 30, 2025	$0.53
TTE.PA	Ex-Dividend	Oct 1, 2025	$0.97
TTE.PA	Pay Day	Oct 3, 2025	$0.97
00384.HK	Pay Day	Oct 9, 2025	$0.04
TSM	Pay Day	Oct 9, 2025	$0.82
TMO	Pay Day	Oct 15, 2025	$0.43
GDX	Pay Day	Dec 24, 2025	$0.40
TAN	Pay Day	Dec 27, 2025	$0.17

Performance Metrics

Score 4/10

Beta

0.61

0.8

1.2

Sharpe Ratio

0.36

0.5

1.5

Sortino Ratio

0.55

Jensen's Alpha

-1.14

-2

4.5

Omega Ratio

0.72

1.5

2.5

Treynor Ratio

0.62

0.75

1.25

Information Ratio

-0.46

-1

0.3

0.6

Calmar Ratio

0.49

0.3

0.6

Beta

0.61

0.8

1.2

Sharpe Ratio

0.36

0.5

1.5

Sortino Ratio

0.55

Jensen's Alpha

-1.14

-2

4.5

Omega Ratio

0.72

1.5

2.5

Treynor Ratio

0.62

0.75

1.25

Information Ratio

-0.46

-1

0.3

0.6

Calmar Ratio

0.49

0.3

ACHR

Details

Price/CF

16.73

High:

1,391.74

Low:

ATADL.L

0.14

Details

Price/FCF

41.1

High:

PEP

5,253.35

Low:

ATADL.L

0.53

Details

P/E Ratio

25.73

High:

GRAB

953.57

Low:

PDN.ASX

-137.43

Details

PEG Ratio

237.11

High:

DLO

8,344.3

Low:

ZETA

-72.76

Details

Price/Book

5.87

High:

ABBV

235.41

Low:

BKNG

-30.51

Details

Price/Sales

4.51

High:

SMR

130.87

Low:

ACHR

Details

Price/CF

16.73

High:

1,391.74

Low:

ATADL.L

0.14

Details

Price/FCF

41.1

High:

PEP

5,253.35

Low:

ATADL.L

0.53

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-14.8%	Nov 2021	Jul 2023	20
-7.87%	Dec 2024	May 2025	5
-4.33%	Jun 2024	Sep 2024	3
-3.71%	Aug 2023	Dec 2023	4
-3.24%	Apr 2024	May 2024	1
-2.92%	Sep 2021	Oct 2021	1
-2.53%	Oct 2024	Nov 2024	1
-2.21%	Jan 2024	Feb 2024	1
-1.09%	Jun 2021	Jul 2021	1

Monthly Performance

Diversification

Sectors Breakdown

Sector
Total

📊 ETFs
28.98%
🪙 Cryptocurrencies
12.56%
🧬 Health Technology
8.95%
🖥️ Technology Services
8.08%
💻 Electronic Technology
6.19%
🪨 Non Energy Minerals
5.84%
🛍️ Retail Trade
4.51%
🍞 Consumer Non Durables
4.48%
⛏️ Energy Minerals
3.5%
🏥 Health Services
2.97%
🚗 Consumer Durables
2.36%
💰 Finance
2.04%
💼 Commercial Services
2%
⚡ Utilities
1.68%
🛠️ Producer Manufacturing
1.61%
💵 Cash
1.46%
🚚 Transportation
0.98%
🧪 Process Industries
0.85%
📦 Distribution Services
0.54%
💇‍♀️ Consumer Services
0.51%
📡 Communications
0.04%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
37.93%
🇺🇸 Nasdaq
24.15%
🌍 Digital Currency
12.56%
🇭🇰 Hong Kong Exchanges
6.3%
🇬🇧 LSE
6.22%
🇩🇪 Xetra ETFs
6.02%
🇦🇺 Sydney
1.34%
🇩🇪 FRA
1.12%
🇫🇷 Euronext Paris
0.91%
🇩🇰 Copenhagen Stock Exchange
0.87%
🇳🇴 Oslo Stock Exchange
0.52%
🇳🇱 Euronext Amsterdam
0.25%
🇺🇸 Chicago Board Options Exchange
0.24%
🇪🇸 Bolsa De Madrid
0.24%

Countries Breakdown

Country
Total

🇺🇸 United States
32.98%
🇨🇳 China
7.02%
🇦🇺 Australia
2.06%
🇬🇧 United Kingdom
1.8%
🇩🇰 Denmark
1.78%
🇧🇷 Brazil
1.63%
🇳🇱 Netherlands
1.48%
🇩🇪 Germany
1.12%
🇫🇷 France
0.91%
🇰🇷 South Korea
0.76%
🇭🇰 Hong Kong
0.75%
🇨🇭 Switzerland
0.54%
🇸🇬 Singapore
0.52%
🇺🇾 Uruguay
0.49%
🇹🇼 Taiwan
0.48%
🇮🇪 Ireland
0.46%
🇨🇱 Chile
0.37%
🇵🇰 Pakistan
0.28%
🇳🇴 Norway
0.26%
🇨🇾 Cyprus
0.26%
🇪🇸 Spain
0.24%
🇨🇦 Canada
0.22%
🇮🇱 Israel
0.21%
🇧🇲 Bermuda
0.21%
🇨🇴 Colombia
0.21%
🇷🇺 Russia
0.11%

Dividends

Dividend Yield

2.13%

113 out of 184 instruments pay dividend.

9 dividend payments in the next 30 days.

Highest Dividend: $SVSTL.L (2546.05%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
PBR.A	0.11%	11.61%	$2.21
SDIV	0.09%	10.78%	-
PFE	0.08%	6.99%	$1.66
0968.HK	0.07%	8.9%	$0.23
EWZ	0.06%	7.39%	-
MBG.DE	0.06%	8.37%	$5.3
KHC	0.05%	5.75%	$1.6
BMY	0.05%	5.19%	$2.34
PFF	0.04%	6.68%	-
RIO.L	0.04%	6.91%	$3.41
VALE	0.04%	7.65%	$1.33
IEML.L	0.04%	5.94%	-
MRK	0.04%	4%	$3.04
BHP.L	0.04%	4.88%	$1.26
0386.HK	0.03%	7.21%	$0.37
MNODL.L	0.03%	473.72%	-
UNH	0.03%	3.01%	$7.74
SAN.PA	0.03%	4.71%	$3.76
00857.HK	0.03%	7.13%	$0.48
XLE	0.03%	3.5%	-
PBR	0.03%	14.81%	$1.73
LQD	0.03%	4.46%	-
TLT	0.03%	4.39%	-
RIO	0.03%	6.6%	$4.34
PEP	0.03%	3.83%	$5.15
BHP.ASX	0.03%	4.73%	$2.35
1816.HK	0.03%	3.65%	$0.1
VTIP	0.02%	2.76%	-
DIV	0.02%	6.13%	-
NOVO-B.CO	0.02%	2.75%	$9.4
PG	0.02%	2.66%	$3.83
EC	0.02%	11.21%	$1.62
IUSC.DE	0.02%	4.76%	-
ILTB	0.02%	4.97%	-
GSK	0.02%	4.36%	$1.45
SHV	0.02%	4.69%	-
RIO.ASX	0.02%	7.76%	$6.54
XLV	0.02%	1.76%	-
TLH	0.02%	4.2%	-
VNQ	0.02%	4.07%	-
IS04.DE	0.02%	2.83%	-
MBB	0.02%	4.08%	-
XOP	0.02%	2.71%	-
SHY	0.02%	3.95%	-
AGG	0.02%	3.81%	-
BND	0.02%	3.75%	-
OGZDL.L	0.02%	67.74%	-
IEF	0.02%	3.71%	-
URA	0.02%	2.39%	-
IMB.L	0.02%	6.46%	$1.49
IBZL.L	0.02%	6.41%	-
NEM	0.02%	1.72%	$1.3
ARKG.L	0.02%	5.51%	-
COP	0.02%	3.4%	$3.25
SQM	0.02%	4.14%	$1.36
00384.HK	0.01%	6.21%	$0.55
SMSN.L	0.01%	1.95%	$23.68
REP.MC	0.01%	6.02%	$0.73
9988.HK	0.01%	0.89%	$0.98
GLEN.L	0.01%	2.46%	$0.1
TTE.PA	0.01%	6.05%	$3.06
358.HK	0.01%	5%	-
XLU	0.01%	2.78%	-
PAH3.DE	0.01%	5.6%	$2.56
NVO	0.01%	1.84%	$0.98
01211.HK	0.01%	1.15%	$3.41
LIT	0.01%	1.04%	-
BMW.DE	0.01%	5.15%	$6
EVR.L	0.01%	17.85%	-
BABA	0.01%	0.86%	$0.98
IVV	0.01%	1.31%	-
NHY.OL	0.01%	3.7%	$2.5
MCHI	0.01%	2.04%	-
FXI	0.01%	1.52%	-
LLY	0.01%	0.75%	$4.86
EXC	0.01%	3.59%	$1.48
ABBV	0.01%	3.42%	$6.06
IEMG	0.01%	2.95%	-
SPY5.L	0.01%	1.05%	-
SVSTL.L	0.01%	2546.05%	-
MSFT	0.01%	0.65%	$3
PM	0.01%	3.02%	$5.2
PEG	0.01%	2.92%	$2.34
LMT	0.01%	2.85%	$12.45
ASML	0.01%	0.83%	$5.57
IYR	0.01%	2.55%	-
2899.HK	0.01%	1.98%	$0.27
TAN	0.01%	0.51%	-
EG	0.01%	2.4%	$7.25
GOOGL	0%	0.44%	$0.2
00175.HK	0%	1.75%	$0.22
TSM	0%	0.95%	$1.74
GOOG	0%	0.44%	$0.2
QQQ	0%	0.58%	-
ROSNL.L	0%	21.42%	-
TMO	0%	0.41%	$1.48
AAPL	0%	0.48%	$0.97
1171.HK	0%	10.23%	$1.6
BKNG	0%	0.64%	$17.5
META	0%	0.29%	$1
V	0%	0.66%	$2.01
ASML.NV	0%	1.02%	$6.1
EQT	0%	1.06%	$0.62
MA	0%	0.53%	$2.46
3800.HK	0%	0.9%	-
TECK	0%	0.93%	$0.37
GDX	0%	0.8%	-
MBT	0%	4.44%	-
ITA	0%	0.69%	-
CRM	0%	0.62%	$0.4
LKOD.L	0%	76.06%	-
VST	0%	0.46%	$0.85
XBI	0%	0.17%	-

Next Dividends

Stock	Type	Date	Pay Per Share
00857.HK	Pay Day	Jul 24, 2025	$0.03
PFE	Ex-Dividend	Jul 25, 2025	$0.43
00175.HK	Pay Day	Jul 25, 2025	$0.04
ASML.NV	Ex-Dividend	Jul 28, 2025	$1.87
01211.HK	Pay Day	Jul 29, 2025	$0.55
ASML	Ex-Dividend	Jul 29, 2025	$1.86
BMY	Pay Day	Aug 1, 2025	$0.62
ASML	Pay Day	Aug 6, 2025	$1.86
ASML.NV	Pay Day	Aug 6, 2025	$1.87
EQT	Ex-Dividend	Aug 6, 2025	$0.16
MA	Pay Day	Aug 8, 2025	$0.76
PG	Pay Day	Aug 15, 2025	$1.06
ABBV	Pay Day	Aug 15, 2025	$1.64
LLY	Ex-Dividend	Aug 15, 2025	$1.50
MSFT	Ex-Dividend	Aug 21, 2025	$0.83
IMB.L	Ex-Dividend	Aug 21, 2025	$0.53
00384.HK	Ex-Dividend	Aug 25, 2025	$0.04
GLEN.L	Ex-Dividend	Aug 28, 2025	$0.05
PFE	Pay Day	Sep 2, 2025	$0.43
LMT	Ex-Dividend	Sep 2, 2025	$3.30
EQT	Pay Day	Sep 2, 2025	$0.16
LLY	Pay Day	Sep 10, 2025	$1.50
MSFT	Pay Day	Sep 11, 2025	$0.83
TMO	Ex-Dividend	Sep 15, 2025	$0.43
TSM	Ex-Dividend	Sep 16, 2025	$0.82
GLEN.L	Pay Day	Sep 19, 2025	$0.05
LMT	Pay Day	Sep 26, 2025	$3.30
PBR	Pay Day	Sep 29, 2025	$0.11
IMB.L	Pay Day	Sep 30, 2025	$0.53
TTE.PA	Ex-Dividend	Oct 1, 2025	$0.97
TTE.PA	Pay Day	Oct 3, 2025	$0.97
00384.HK	Pay Day	Oct 9, 2025	$0.04
TSM	Pay Day	Oct 9, 2025	$0.82
TMO	Pay Day	Oct 15, 2025	$0.43
GDX	Pay Day	Dec 24, 2025	$0.40
TAN	Pay Day	Dec 27, 2025	$0.17

Performance Metrics

Score 4/10

Beta

0.61

0.8

1.2

Sharpe Ratio

0.36

0.5

1.5

Sortino Ratio

0.55

Jensen's Alpha

-1.14

-2

4.5

Omega Ratio

0.72

1.5

2.5

Treynor Ratio

0.62

0.75

1.25

Information Ratio

-0.46

-1

0.3

0.6

Calmar Ratio

0.49

0.3

0.6

Beta

0.61

0.8

1.2

Sharpe Ratio

0.36

0.5

1.5

Sortino Ratio

0.55

Jensen's Alpha

-1.14

-2

4.5

Omega Ratio

0.72

1.5

2.5

Treynor Ratio

0.62

0.75

1.25

Information Ratio

-0.46

-1

0.3

0.6

Calmar Ratio

0.49

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

25.73

High:

GRAB

953.57

Low:

PDN.ASX

-137.43

Details

PEG Ratio

237.11

High:

DLO

8,344.3

Low:

ZETA

-72.76

Details

Price/Book

5.87

High:

ABBV

235.41

Low:

BKNG

-30.51

Details

Price/Sales

4.51

High:

SMR

130.87

Low:

ACHR

Details

4.51

High:

SMR

130.87

Low:

ACHR

Details

Price/CF

16.73

High:

1,391.74

Low:

ATADL.L

0.14

Details

Price/FCF

41.1

High:

PEP

5,253.35

Low:

ATADL.L

0.53

Details

Depth

Start

End

Total months

-14.8%

Nov 2021

Jul 2023

-7.87%

Dec 2024

May 2025

-4.33%

Jun 2024

Sep 2024

-3.71%

Aug 2023

Dec 2023

-3.24%

Apr 2024

May 2024

-2.92%

Sep 2021

Oct 2021

-2.53%

Oct 2024

Nov 2024

-2.21%

Jan 2024

Feb 2024

-1.09%

Jun 2021

Jul 2021

Diversification

Dividends

Performance MetricsYear to dateLast YearLast 2 YearsLast 3 YearsAll TimeCustomAll Time

Portfolio Valuation

P/E Ratio

PEG Ratio

Price/Book

Price/Sales

Price/CF

Price/FCF

P/E Ratio

PEG Ratio

Price/Book

Price/Sales

Price/CF

Price/FCF

Drawdowns

Monthly Performance

Diversification

Dividends

Performance MetricsYear to dateLast YearLast 2 YearsLast 3 YearsAll TimeCustomAll Time

Portfolio Valuation

P/E Ratio

PEG Ratio

Price/Book

Price/Sales

Price/CF

Price/FCF

P/E Ratio

PEG Ratio

Price/Book

Price/Sales

Price/CF

Price/FCF

Drawdowns

Monthly Performance

Performance Metrics

Performance Metrics