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+2.96%
This Month
+8.45%
Year To Date
+36.01%
2 Years
+71.39%
5 Years
+71.39%
10 Years
+17.08%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading42.56%
- 📊 ETFs31.37%
- 🧩 Miscellaneous17.5%
- 💰 Finance3.39%
- 🪙 Cryptocurrencies3.07%
- 💻 Electronic Technology1.03%
- 🖥️ Technology Services0.93%
- 💵 Cash0.17%
- 🧬 Health Technology0.02%
- 🧪 Process Industries0%
- 🛍️ Retail Trade0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE50.2%
- 🇺🇸 Nasdaq20.13%
- 🇬🇧 LSE15.12%
- 🌍 Digital Currency5.65%
- 🇳🇱 Euronext Amsterdam1.35%
- 🇭🇰 Hong Kong Exchanges1.29%
- 🇫🇷 Euronext Paris0.86%
- 🇮🇹 Borsa Italiana0.35%
- 🇨🇭 SIX0.1%
- Regular Trading Hours - RTH0.08%
- 🇪🇸 Bolsa De Madrid0.08%
- 🇩🇰 Copenhagen Stock Exchange0.07%
- 🇩🇪 Xetra ETFs0.06%
- 🇩🇪 FRA0.05%
- 🇳🇴 Oslo Stock Exchange0.03%
- 🇺🇸 Chicago Board Options Exchange0.01%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States19.46%
- 🇨🇳 China1.43%
- 🇫🇷 France0.86%
- 🇬🇧 United Kingdom0.76%
- 🇮🇹 Italy0.53%
- 🇹🇼 Taiwan0.5%
- 🇯🇵 Japan0.39%
- 🇨🇦 Canada0.32%
- 🇮🇪 Ireland0.26%
- 🇩🇰 Denmark0.25%
- 🇳🇱 Netherlands0.22%
- 🇨🇭 Switzerland0.18%
- 🇸🇬 Singapore0.13%
- 🇧🇲 Bermuda0.11%
- 🇪🇸 Spain0.08%
- 🇭🇰 Hong Kong0.07%
- 🇩🇪 Germany0.05%
- 🇮🇳 India0.04%
- 🇧🇷 Brazil0.03%
- 🇳🇴 Norway0.02%
- 🇮🇱 Israel0.02%
Dividends
Dividend Yield
0.31%
19 out of 41 instruments pay dividend.
38 dividend payments in the next 30 days.
Highest Dividend: TheBigBanks (3.22%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 TheBigBanks | 0.08% | 3.22% | - |
 DividendGrowth | 0.05% | 2.3% | - |
 Cutting-Edge | 0.05% | 1.76% | - |
 LuxuryBrands | 0.05% | 1.91% | - |
 Diabetes-Med | 0.03% | 1.49% | - |
 PGuenther | 0.02% | 0.65% | - |
 InTheGame | 0.02% | 0.26% | - |
 Marco199610 | 0.01% | 0.59% | - |
 META | 0% | 0.34% | $1 |
 MIDD.L | 0% | 0.04% | - |
 holtfisher | 0% | 0.05% | - |
 ISF.L | 0% | 0.03% | - |
 NVDA | 0% | 0.02% | $0.02 |
 Core-Equity | 0% | 0% | - |
 SOLS | 0% | -0.18% | - |
 ITUB | 0% | -1% | $-0.15 |
 THEHOLTS | 0% | 0% | - |
 PRX.NV | 0% | -0.48% | $-0.07 |
 brirap | -0.01% | -0.17% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 BRO (DividendGrowth) | Ex-Dividend | May 11, 2026 | $0.17 |
 AAPL (InTheGame) | Ex-Dividend | May 11, 2026 | $0.27 |
AAPL (PGuenther) | Ex-Dividend | May 11, 2026 | $0.27 |
 6181.HK (LuxuryBrands) | Ex-Dividend | May 12, 2026 | $1.74 |
 V (Cutting-Edge) | Ex-Dividend | May 12, 2026 | $0.67 |
 TGT (DividendGrowth) | Ex-Dividend | May 13, 2026 | $1.14 |
 LVS (LuxuryBrands) | Pay Day | May 13, 2026 | $0.30 |
AAPL (InTheGame) | Pay Day | May 14, 2026 | $0.27 |
 TJX (Cutting-Edge) | Ex-Dividend | May 14, 2026 | $0.48 |
AAPL (PGuenther) | Pay Day | May 14, 2026 | $0.27 |
 BP.L (PGuenther) | Ex-Dividend | May 14, 2026 | $0.08 |
 AMGN (Diabetes-Med) | Ex-Dividend | May 15, 2026 | $2.52 |
 ABT.US (Diabetes-Med) | Pay Day | May 15, 2026 | $0.63 |
 LLY (Diabetes-Med) | Ex-Dividend | May 15, 2026 | $1.73 |
 PG (DividendGrowth) | Pay Day | May 15, 2026 | $1.09 |
 ACN (DividendGrowth) | Pay Day | May 15, 2026 | $1.63 |
 KR (DividendGrowth) | Ex-Dividend | May 15, 2026 | $0.35 |
 CASY (DividendGrowth) | Pay Day | May 15, 2026 | $0.57 |
 CHD (DividendGrowth) | Ex-Dividend | May 15, 2026 | $0.31 |
 0700.HK (InTheGame) | Ex-Dividend | May 15, 2026 | $0.68 |
AMGN (Marco199610) | Ex-Dividend | May 15, 2026 | $2.52 |
ACN (Marco199610) | Pay Day | May 15, 2026 | $1.63 |
0700.HK (Marco199610) | Ex-Dividend | May 15, 2026 | $0.68 |
 EDU (Marco199610) | Ex-Dividend | May 15, 2026 | $0.60 |
 KMI (Cutting-Edge) | Pay Day | May 15, 2026 | $0.30 |
 MS (TheBigBanks) | Pay Day | May 15, 2026 | $1.00 |
 MONC.MI (LuxuryBrands) | Ex-Dividend | May 18, 2026 | $1.65 |
 ROK (Marco199610) | Ex-Dividend | May 18, 2026 | $1.38 |
 BNP.PA (TheBigBanks) | Ex-Dividend | May 18, 2026 | $3.06 |
 ISP.MI (TheBigBanks) | Ex-Dividend | May 18, 2026 | $2.25 |
 CVX.US (DividendGrowth) | Ex-Dividend | May 19, 2026 | $1.78 |
 TXN (DividendGrowth) | Pay Day | May 19, 2026 | $1.42 |
 1913.HK (LuxuryBrands) | Pay Day | May 19, 2026 | $0.19 |
BRO (DividendGrowth) | Pay Day | May 20, 2026 | $0.17 |
MONC.MI (LuxuryBrands) | Pay Day | May 20, 2026 | $1.65 |
 01928.HK (LuxuryBrands) | Ex-Dividend | May 20, 2026 | $0.06 |
BNP.PA (TheBigBanks) | Pay Day | May 20, 2026 | $3.06 |
ISP.MI (TheBigBanks) | Pay Day | May 20, 2026 | $2.25 |
 MSFT (DividendGrowth) | Ex-Dividend | May 21, 2026 | $0.91 |
MSFT (InTheGame) | Ex-Dividend | May 21, 2026 | $0.91 |
MSFT (PGuenther) | Ex-Dividend | May 21, 2026 | $0.91 |
 SHW (DividendGrowth) | Ex-Dividend | May 22, 2026 | $0.80 |
 HLT (LuxuryBrands) | Ex-Dividend | May 22, 2026 | $0.15 |
 C (PGuenther) | Pay Day | May 22, 2026 | $0.60 |
C (TheBigBanks) | Pay Day | May 22, 2026 | $0.60 |
 RY (TheBigBanks) | Pay Day | May 22, 2026 | $1.20 |
 JNJ (Diabetes-Med) | Ex-Dividend | May 26, 2026 | $1.34 |
JNJ (DividendGrowth) | Ex-Dividend | May 26, 2026 | $1.34 |
JNJ (Cutting-Edge) | Ex-Dividend | May 26, 2026 | $1.34 |
 ATO (Cutting-Edge) | Ex-Dividend | May 26, 2026 | $1.00 |
SOLS | Ex-Dividend | May 27, 2026 | -$0.07 |
SOLS (THEHOLTS) | Ex-Dividend | May 27, 2026 | -$0.07 |
SOLS (holtfisher) | Ex-Dividend | May 27, 2026 | -$0.07 |
 FDS (DividendGrowth) | Ex-Dividend | May 29, 2026 | $1.16 |
 NKE (DividendGrowth) | Ex-Dividend | Jun 1, 2026 | $0.41 |
TGT (DividendGrowth) | Pay Day | Jun 1, 2026 | $1.14 |
KR (DividendGrowth) | Pay Day | Jun 1, 2026 | $0.35 |
CHD (DividendGrowth) | Pay Day | Jun 1, 2026 | $0.31 |
0700.HK (InTheGame) | Pay Day | Jun 1, 2026 | $0.68 |
0700.HK (Marco199610) | Pay Day | Jun 1, 2026 | $0.68 |
V (Cutting-Edge) | Pay Day | Jun 1, 2026 | $0.67 |
 GS (Cutting-Edge) | Ex-Dividend | Jun 1, 2026 | $4.50 |
 FE (Cutting-Edge) | Pay Day | Jun 1, 2026 | $0.47 |
GS (PGuenther) | Ex-Dividend | Jun 1, 2026 | $4.50 |
 GLE.PA (TheBigBanks) | Ex-Dividend | Jun 1, 2026 | $1.19 |
GS (TheBigBanks) | Ex-Dividend | Jun 1, 2026 | $4.50 |
 WFC (TheBigBanks) | Pay Day | Jun 1, 2026 | $0.45 |
 TFC (TheBigBanks) | Pay Day | Jun 1, 2026 | $0.52 |
 EL.PA (LuxuryBrands) | Pay Day | Jun 3, 2026 | $4.77 |
 RCL (LuxuryBrands) | Ex-Dividend | Jun 3, 2026 | $1.50 |
 RR.L (holtfisher) | Pay Day | Jun 3, 2026 | $0.07 |
 PVH (PGuenther) | Ex-Dividend | Jun 3, 2026 | $0.04 |
RR.L (PGuenther) | Pay Day | Jun 3, 2026 | $0.07 |
GLE.PA (TheBigBanks) | Pay Day | Jun 3, 2026 | $1.19 |
 QCOM (DividendGrowth) | Ex-Dividend | Jun 4, 2026 | $0.92 |
 LIN (DividendGrowth) | Ex-Dividend | Jun 4, 2026 | $1.60 |
 DGE.L (LuxuryBrands) | Pay Day | Jun 4, 2026 | $0.20 |
QCOM (InTheGame) | Ex-Dividend | Jun 4, 2026 | $0.92 |
TJX (Cutting-Edge) | Pay Day | Jun 4, 2026 | $0.48 |
LIN (Cutting-Edge) | Ex-Dividend | Jun 4, 2026 | $1.60 |
AMGN (Diabetes-Med) | Pay Day | Jun 5, 2026 | $2.52 |
 PEP (DividendGrowth) | Ex-Dividend | Jun 5, 2026 | $1.48 |
SHW (DividendGrowth) | Pay Day | Jun 5, 2026 | $0.80 |
 LHX (DividendGrowth) | Ex-Dividend | Jun 5, 2026 | $1.25 |
AMGN (Marco199610) | Pay Day | Jun 5, 2026 | $2.52 |
EDU (Marco199610) | Pay Day | Jun 5, 2026 | $0.60 |
 BAC (PGuenther) | Ex-Dividend | Jun 5, 2026 | $0.28 |
BAC (TheBigBanks) | Ex-Dividend | Jun 5, 2026 | $0.28 |
 GOOGL (InTheGame) | Ex-Dividend | Jun 8, 2026 | $0.22 |
ATO (Cutting-Edge) | Pay Day | Jun 8, 2026 | $1.00 |
GOOGL (Cutting-Edge) | Ex-Dividend | Jun 8, 2026 | $0.22 |
JNJ (Diabetes-Med) | Pay Day | Jun 9, 2026 | $1.34 |
 BDX (Diabetes-Med) | Ex-Dividend | Jun 9, 2026 | $1.05 |
JNJ (DividendGrowth) | Pay Day | Jun 9, 2026 | $1.34 |
JNJ (Cutting-Edge) | Pay Day | Jun 9, 2026 | $1.34 |
SOLS | Pay Day | Jun 10, 2026 | -$0.07 |
LLY (Diabetes-Med) | Pay Day | Jun 10, 2026 | $1.73 |
SOLS (THEHOLTS) | Pay Day | Jun 10, 2026 | -$0.07 |
CVX.US (DividendGrowth) | Pay Day | Jun 10, 2026 | $1.78 |
SOLS (holtfisher) | Pay Day | Jun 10, 2026 | -$0.07 |
ROK (Marco199610) | Pay Day | Jun 10, 2026 | $1.38 |
MSFT (DividendGrowth) | Pay Day | Jun 11, 2026 | $0.91 |
MSFT (InTheGame) | Pay Day | Jun 11, 2026 | $0.91 |
 TSM (InTheGame) | Ex-Dividend | Jun 11, 2026 | $0.95 |
MSFT (PGuenther) | Pay Day | Jun 11, 2026 | $0.91 |
TSM (PGuenther) | Ex-Dividend | Jun 11, 2026 | $0.95 |
 PFE (Diabetes-Med) | Pay Day | Jun 12, 2026 | $0.43 |
01928.HK (LuxuryBrands) | Pay Day | Jun 12, 2026 | $0.06 |
 KO (DividendGrowth) | Ex-Dividend | Jun 15, 2026 | $0.53 |
GOOGL (InTheGame) | Pay Day | Jun 15, 2026 | $0.22 |
KO (Cutting-Edge) | Ex-Dividend | Jun 15, 2026 | $0.53 |
GOOGL (Cutting-Edge) | Pay Day | Jun 15, 2026 | $0.22 |
 IRM (PGuenther) | Ex-Dividend | Jun 15, 2026 | $0.86 |
LIN (DividendGrowth) | Pay Day | Jun 18, 2026 | $1.60 |
FDS (DividendGrowth) | Pay Day | Jun 18, 2026 | $1.16 |
LIN (Cutting-Edge) | Pay Day | Jun 18, 2026 | $1.60 |
 LDO.MI (Marco199610) | Ex-Dividend | Jun 22, 2026 | $0.74 |
 STM.US (PGuenther) | Ex-Dividend | Jun 23, 2026 | $0.09 |
LDO.MI (Marco199610) | Pay Day | Jun 24, 2026 | $0.74 |
PVH (PGuenther) | Pay Day | Jun 24, 2026 | $0.04 |
QCOM (DividendGrowth) | Pay Day | Jun 25, 2026 | $0.92 |
QCOM (InTheGame) | Pay Day | Jun 25, 2026 | $0.92 |
LHX (DividendGrowth) | Pay Day | Jun 26, 2026 | $1.25 |
 ELS (DividendGrowth) | Ex-Dividend | Jun 26, 2026 | $0.54 |
BAC (PGuenther) | Pay Day | Jun 26, 2026 | $0.28 |
BP.L (PGuenther) | Pay Day | Jun 26, 2026 | $0.08 |
BAC (TheBigBanks) | Pay Day | Jun 26, 2026 | $0.28 |
GS (Cutting-Edge) | Pay Day | Jun 29, 2026 | $4.50 |
GS (PGuenther) | Pay Day | Jun 29, 2026 | $4.50 |
GS (TheBigBanks) | Pay Day | Jun 29, 2026 | $4.50 |
BDX (Diabetes-Med) | Pay Day | Jun 30, 2026 | $1.05 |
PEP (DividendGrowth) | Pay Day | Jun 30, 2026 | $1.48 |
HLT (LuxuryBrands) | Pay Day | Jun 30, 2026 | $0.15 |
 TTE.PA (PGuenther) | Ex-Dividend | Jun 30, 2026 | $1.01 |
STM.US (PGuenther) | Pay Day | Jun 30, 2026 | $0.09 |
KO (DividendGrowth) | Pay Day | Jul 1, 2026 | $0.53 |
NKE (DividendGrowth) | Pay Day | Jul 1, 2026 | $0.41 |
 CAH (DividendGrowth) | Ex-Dividend | Jul 1, 2026 | $0.52 |
KO (Cutting-Edge) | Pay Day | Jul 1, 2026 | $0.53 |
RCL (LuxuryBrands) | Pay Day | Jul 2, 2026 | $1.50 |
TTE.PA (PGuenther) | Pay Day | Jul 2, 2026 | $1.01 |
 3692.HK (Diabetes-Med) | Ex-Dividend | Jul 3, 2026 | $0.03 |
IRM (PGuenther) | Pay Day | Jul 3, 2026 | $0.86 |
6181.HK (LuxuryBrands) | Pay Day | Jul 8, 2026 | $1.74 |
 3328.HK (TheBigBanks) | Ex-Dividend | Jul 8, 2026 | $0.02 |
TSM (InTheGame) | Pay Day | Jul 9, 2026 | $0.95 |
TSM (PGuenther) | Pay Day | Jul 9, 2026 | $0.95 |
 0939.HK (TheBigBanks) | Ex-Dividend | Jul 9, 2026 | $0.03 |
ELS (DividendGrowth) | Pay Day | Jul 10, 2026 | $0.54 |
CAH (DividendGrowth) | Pay Day | Jul 15, 2026 | $0.52 |
 ENEL.MI (Marco199610) | Ex-Dividend | Jul 20, 2026 | $0.30 |
 RI.PA (LuxuryBrands) | Ex-Dividend | Jul 22, 2026 | $2.77 |
ENEL.MI (Marco199610) | Pay Day | Jul 22, 2026 | $0.30 |
3692.HK (Diabetes-Med) | Pay Day | Jul 24, 2026 | $0.03 |
RI.PA (LuxuryBrands) | Pay Day | Jul 24, 2026 | $2.77 |
3328.HK (TheBigBanks) | Pay Day | Aug 14, 2026 | $0.02 |
0939.HK (TheBigBanks) | Pay Day | Aug 21, 2026 | $0.03 |
Performance Metrics
Score 4/10
Beta
1.12
1.12
0
0.8
1.2
0
2
Sharpe Ratio
0.55
0.55
0
0.5
1
1.5
1.5
Sortino Ratio
0.96
0.96
0
1
2
3
3
Jensen's Alpha
-4.37
-4.37
-5
0
2
4.5
4.5
Omega Ratio
0.83
0.83
0
1
1.5
2.5
2.5
Treynor Ratio
0.77
0.77
0
0.75
1.25
2
2
Information Ratio
-0.22
-0.22
-1
0.3
0.6
1
1
Calmar Ratio
0.87
0.87
0
0.3
0.6
1
1
Beta
1.12
1.12
0
0.8
1.2
0
2
Sharpe Ratio
0.55
0.55
0
0.5
1
1.5
1.5
Sortino Ratio
0.96
0.96
0
1
2
3
3
Jensen's Alpha
-4.37
-4.37
-5
0
2
4.5
4.5
Omega Ratio
0.83
0.83
0
1
1.5
2.5
2.5
Treynor Ratio
0.77
0.77
0
0.75
1.25
2
2
Information Ratio
-0.22
-0.22
-1
0.3
0.6
1
1
Calmar Ratio
0.87
0.87
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
35.81
High:NVDA
42.4NVDALow:PRX.NV
7.94PRX.NVDetails
PEG Ratio
245.66
High:
WAT
6,816.53WATLow:PRX.NV
9.8PRX.NVDetails
Price/Book
17.7
High:NVDA
32.11NVDALow:PRX.NV
1.95PRX.NVDetails
Price/Sales
16.42
High:NVDA
23.51NVDALow:ITUB
1.43ITUBDetails
Price/CF
29.02
High:PRX.NV
75.2PRX.NVLow:ITUB
3.92ITUBDetails
Price/FCF
49.5
High:WAT
103.83WATLow:ITUB
6.27ITUBDetails
P/E Ratio
35.81
High:NVDA
42.4NVDALow:PRX.NV
7.94PRX.NVDetails
PEG Ratio
245.66
High:WAT
6,816.53WATLow:PRX.NV
9.8PRX.NVDetails
Price/Book
17.7
High:NVDA
32.11NVDALow:PRX.NV
1.95PRX.NVDetails
Price/Sales
16.42
High:NVDA
23.51NVDALow:ITUB
1.43ITUBDetails
Price/CF
29.02
High:PRX.NV
75.2PRX.NVLow:ITUB
3.92ITUBDetails
Price/FCF
49.5
High:WAT
103.83WATLow:ITUB
6.27ITUBDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-16.26% | Dec 2024 | Sep 2025 | 9 |
-7.96% | Apr 2024 | Nov 2024 | 7 |
-6.86% | Mar 2026 | Apr 2026 | 1 |
-6.08% | Aug 2023 | Dec 2023 | 4 |
-3.62% | May 2023 | Jul 2023 | 2 |
-1.42% | Feb 2023 | Mar 2023 | 1 |
-1.22% | Nov 2025 | Dec 2025 | 1 |