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+3.05%
This Month
+5.31%
Year To Date
+70.11%
2 Years
+47.9%
5 Years
+62.24%
10 Years
+10.93%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash28.07%
- 💰 Finance15.55%
- 💇♀️ Consumer Services11.52%
- 🛠️ Producer Manufacturing11.38%
- 🖥️ Technology Services9.76%
- 🧩 Miscellaneous5.95%
- 🍞 Consumer Non Durables5.53%
- 🚗 Consumer Durables4.63%
- 💻 Electronic Technology4.47%
- ⚡ Utilities2.98%
- 👥 Copy Trading2.08%
- 📡 Communications1.94%
- 🏭 Industrial Services1.65%
- ⛏️ Energy Minerals1.6%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq20.56%
- 🇺🇸 NYSE18.18%
- 🇫🇷 Euronext Paris11.69%
- 🇮🇹 Borsa Italiana11.38%
- 🇩🇪 FRA7.99%
- 🇬🇧 LSE7.54%
- 🇨🇭 SIX1.65%
- 🇺🇸 OTC Markets Stock Exchange0.03%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States37.59%
- 🇫🇷 France11.69%
- 🇮🇹 Italy11.38%
- 🇩🇪 Germany7.99%
- 🇨🇭 Switzerland1.65%
- 🇬🇧 United Kingdom1.6%
- 🇯🇵 Japan0.85%
- 🇨🇳 China0.1%
- 🇳🇱 Netherlands0.08%
- 🇸🇪 Sweden0.08%
- 🇹🇼 Taiwan0.07%
Dividends
Dividend Yield
1.08%
20 out of 27 instruments pay dividend.
8 dividend payments in the next 30 days.
Highest Dividend: $MBG.DE (6.98%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 GLE.PA | 0.2% | 2.34% | $0.9 |
 MCD | 0.11% | 2.6% | $6.53 |
 ALV.DE | 0.1% | 4.44% | $13.8 |
 MC.PA | 0.09% | 2.75% | $13 |
 PRY.MI | 0.07% | 0.6% | $0.7 |
 DTE.DE | 0.07% | 3.41% | $0.77 |
 RWE.DE | 0.06% | 2.11% | $1 |
 MBG.DE | 0.06% | 6.98% | $5.3 |
 DIS | 0.06% | 1.46% | $0.75 |
 KO | 0.06% | 2.55% | $1.89 |
 GEBN.ZU | 0.04% | 2.55% | $12.7 |
 SHEL.L | 0.04% | 2.61% | $0.8 |
 V | 0.04% | 0.79% | $2.01 |
 MSFT | 0.04% | 0.85% | $3 |
 BKNG | 0.02% | 1% | $17.5 |
 AAPL | 0.01% | 0.34% | $0.97 |
 GOOG | 0.01% | 0.22% | $0.2 |
 AI-Revolution | 0.01% | 0.3% | - |
 SONY | 0% | 0.5% | $0.49 |
 HLT | 0% | 0.19% | $0.6 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
V | Pay Day | Jun 1, 2026 | $0.67 |
GLE.PA | Ex-Dividend | Jun 1, 2026 | $1.19 |
MCD | Ex-Dividend | Jun 2, 2026 | $1.86 |
GLE.PA | Pay Day | Jun 3, 2026 | $1.19 |
 NVDA (AI-Revolution) | Ex-Dividend | Jun 4, 2026 | $0.25 |
BKNG | Ex-Dividend | Jun 5, 2026 | $0.42 |
GOOG | Ex-Dividend | Jun 8, 2026 | $0.22 |
 GOOGL (AI-Revolution) | Ex-Dividend | Jun 8, 2026 | $0.22 |
MSFT | Pay Day | Jun 11, 2026 | $0.91 |
MSFT (AI-Revolution) | Pay Day | Jun 11, 2026 | $0.91 |
 BABA (AI-Revolution) | Ex-Dividend | Jun 11, 2026 | $1.05 |
 AMAT (AI-Revolution) | Pay Day | Jun 11, 2026 | $0.53 |
 TSM (AI-Revolution) | Ex-Dividend | Jun 11, 2026 | $0.95 |
GOOG | Pay Day | Jun 15, 2026 | $0.22 |
KO | Ex-Dividend | Jun 15, 2026 | $0.53 |
GOOGL (AI-Revolution) | Pay Day | Jun 15, 2026 | $0.22 |
MCD | Pay Day | Jun 16, 2026 | $1.86 |
 LRCX (AI-Revolution) | Ex-Dividend | Jun 17, 2026 | $0.26 |
NVDA (AI-Revolution) | Pay Day | Jun 26, 2026 | $0.25 |
SHEL.L | Pay Day | Jun 29, 2026 | $0.39 |
DIS | Ex-Dividend | Jun 30, 2026 | $0.75 |
BKNG | Pay Day | Jun 30, 2026 | $0.42 |
HLT | Pay Day | Jun 30, 2026 | $0.15 |
KO | Pay Day | Jul 1, 2026 | $0.53 |
LRCX (AI-Revolution) | Pay Day | Jul 8, 2026 | $0.26 |
TSM (AI-Revolution) | Pay Day | Jul 9, 2026 | $0.95 |
BABA (AI-Revolution) | Pay Day | Jul 13, 2026 | $1.05 |
DIS | Pay Day | Jul 22, 2026 | $0.75 |
Performance Metrics
Score 4.1/10
Beta
0.97
0.97
0
0.8
1.2
0
2
Sharpe Ratio
0.37
0.37
0
0.5
1
1.5
1.5
Sortino Ratio
0.52
0.52
0
1
2
3
3
Jensen's Alpha
-0.46
-0.46
-2
0
2
4.5
4.5
Omega Ratio
0.97
0.97
0
1
1.5
2.5
2.5
Treynor Ratio
0.66
0.66
0
0.75
1.25
2
2
Information Ratio
-0.05
-0.05
-1
0.3
0.6
1
1
Calmar Ratio
0.23
0.23
0
0.3
0.6
1
1
Beta
0.97
0.97
0
0.8
1.2
0
2
Sharpe Ratio
0.37
0.37
0
0.5
1
1.5
1.5
Sortino Ratio
0.52
0.52
0
1
2
3
3
Jensen's Alpha
-0.46
-0.46
-2
0
2
4.5
4.5
Omega Ratio
0.97
0.97
0
1
1.5
2.5
2.5
Treynor Ratio
0.66
0.66
0
0.75
1.25
2
2
Information Ratio
-0.05
-0.05
-1
0.3
0.6
1
1
Calmar Ratio
0.23
0.23
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
31.05
High:
TSLA
389.19TSLALow:SONY
-67.67SONYDetails
PEG Ratio
310.4
High:GEBN.ZU
6,213.2GEBN.ZULow:
WBD
-45.9WBDDetails
Price/Book
9.34
High:AAPL
42.54AAPLLow:MCD
-155.93MCDDetails
Price/Sales
7.23
High:TSLA
15.4TSLALow:MBG.DE
0.37MBG.DEDetails
Price/CF
16.61
High:TSLA
79.58TSLALow:GLE.PA
0.69GLE.PADetails
Price/FCF
35.98
High:KO
208.03KOLow:GLE.PA
1.6GLE.PADetails
P/E Ratio
31.05
High:TSLA
389.19TSLALow:SONY
-67.67SONYDetails
PEG Ratio
310.4
High:GEBN.ZU
6,213.2GEBN.ZULow:WBD
-45.9WBDDetails
Price/Book
9.34
High:AAPL
42.54AAPLLow:MCD
-155.93MCDDetails
Price/Sales
7.23
High:TSLA
15.4TSLALow:MBG.DE
0.37MBG.DEDetails
Price/CF
16.61
High:TSLA
79.58TSLALow:GLE.PA
0.69GLE.PADetails
Price/FCF
35.98
High:KO
208.03KOLow:GLE.PA
1.6GLE.PADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-38.48% | Jun 2021 | Nov 2024 | 41 |
-5.51% | Mar 2026 | Apr 2026 | 1 |
-1.66% | Mar 2025 | Apr 2025 | 1 |
-0.55% | Dec 2024 | Jan 2025 | 1 |