Loading...
+5.71%
This Month
+14.52%
Year To Date
+37%
2 Years
+28.16%
5 Years
+33.58%
10 Years
+5.96%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs19.32%
- 👥 Copy Trading13.97%
- 💵 Cash10.6%
- 💻 Electronic Technology8.6%
- 💰 Finance7.41%
- 🧬 Health Technology5.96%
- 🍞 Consumer Non Durables5.71%
- 🪙 Cryptocurrencies4.34%
- 🖥️ Technology Services4.29%
- ⚡ Utilities3.84%
- 📡 Communications2.81%
- ⛏️ Energy Minerals2.66%
- 💼 Commercial Services2.31%
- 🚗 Consumer Durables1.72%
- 🪨 Non Energy Minerals1.66%
- 🛠️ Producer Manufacturing1.63%
- 🧪 Process Industries1.35%
- 💇♀️ Consumer Services1.03%
- 🏥 Health Services0.94%
- 🛍️ Retail Trade0.7%
- 🏭 Industrial Services0.63%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE20.57%
- 🇺🇸 Nasdaq18.63%
- 🇫🇷 Euronext Paris11.69%
- 🌍 Digital Currency8.75%
- 🇨🇭 SIX8.64%
- 🇩🇪 Xetra ETFs7.19%
- 🇬🇧 LSE6.15%
- 🇩🇪 FRA5.81%
- 🇪🇸 Bolsa De Madrid1.52%
- 🇭🇰 Hong Kong Exchanges0.8%
- 🇳🇱 Euronext Amsterdam0.43%
- 🇩🇰 Copenhagen Stock Exchange0.19%
- 🇺🇸 OTC Markets Stock Exchange0.01%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States20.3%
- 🇫🇷 France11.17%
- 🇨🇭 Switzerland8.75%
- 🇩🇪 Germany5.81%
- 🇬🇧 United Kingdom3.94%
- 🇹🇼 Taiwan2.26%
- 🇰🇷 South Korea2.08%
- 🇪🇸 Spain1.52%
- 🇧🇷 Brazil1.21%
- 🇳🇱 Netherlands1.01%
- 🇮🇪 Ireland0.89%
- 🇧🇲 Bermuda0.86%
- 🇨🇳 China0.8%
- 🇮🇱 Israel0.52%
- 🇲🇽 Mexico0.29%
- 🇦🇷 Argentina0.24%
- 🇺🇾 Uruguay0.24%
- 🇩🇰 Denmark0.19%
- 🇨🇱 Chile0.11%
- 🇵🇪 Peru0.08%
- 🇵🇦 Panama0.06%
- 🇨🇦 Canada0%
Dividends
Dividend Yield
1.53%
57 out of 79 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $MBG.DE (7.92%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 YieldKing | 0.21% | 3.21% | - |
 TEP.PA | 0.15% | 6.45% | $3.85 |
 TTE.PA | 0.1% | 4.29% | $3.06 |
 NKE | 0.08% | 4.58% | $1.45 |
 BAER.ZU | 0.05% | 3.6% | $2.6 |
 LatamEconomy | 0.05% | 2.11% | - |
 DTE.DE | 0.05% | 3.69% | $0.77 |
 VOD.L | 0.04% | 3.17% | $0.08 |
 GLE.PA | 0.04% | 2.22% | $0.9 |
 BIP | 0.04% | 4.91% | $0.41 |
 ENGI.PA | 0.04% | 5.62% | $1.43 |
 HBAN.ZU | 0.04% | 3.48% | $6.3 |
 RIO.L | 0.04% | 4.16% | $3.41 |
 CMBN.ZU | 0.03% | 5.28% | $4 |
 BNP.PA | 0.03% | 5.12% | $4.6 |
 RWE.DE | 0.03% | 1.99% | $1 |
 BMY | 0.03% | 3.98% | $2.34 |
 VIE.PA | 0.03% | 4.73% | $1.25 |
 MBG.DE | 0.03% | 7.92% | $5.3 |
 BAS.DE | 0.02% | 4.36% | $3.4 |
 SAN.MC | 0.02% | 1.55% | $0.14 |
 PFE | 0.02% | 6.23% | $1.66 |
 FRE0.DE | 0.02% | 2.28% | - |
 LMT | 0.02% | 2.55% | $12.45 |
 OR.PA | 0.02% | 1.91% | $6.6 |
 MDT.US | 0.02% | 3.12% | $2.77 |
 AD.NV | 0.02% | 3.92% | $1.1 |
 AI.PA | 0.02% | 2.06% | $2.91 |
 KO | 0.02% | 2.36% | $1.89 |
 BP.L | 0.02% | 4.45% | $0.23 |
 TSM | 0.02% | 0.68% | $1.74 |
 GEBN.ZU | 0.02% | 2.39% | $12.7 |
 STMN.ZU | 0.01% | 1.06% | $0.85 |
 HOLN.ZU | 0.01% | 2.52% | $2.8 |
 SIE.DE | 0.01% | 2.03% | $4.7 |
 LOGN.ZU | 0.01% | 1.64% | $1.06 |
 0700.HK | 0.01% | 1.24% | $3.4 |
 ACN | 0.01% | 3.39% | $4.99 |
 BN.PA | 0.01% | 3.72% | $2.1 |
 LISP.ZU | 0.01% | 2.09% | $140 |
 EL | 0.01% | 1.5% | $2.64 |
 GIVN.ZU | 0.01% | 2.22% | $68 |
 AIR.PA | 0.01% | 1.65% | $1.8 |
 SAN.PA | 0.01% | 5.56% | $3.76 |
 NOVO-B.CO | 0.01% | 4.16% | $9.4 |
 SRAIL.ZU | 0.01% | 1.68% | $0.9 |
 SMSN.L | 0.01% | 0.33% | $23.68 |
 ADS.DE | 0.01% | 1.97% | $0.7 |
 AVGO | 0.01% | 0.71% | $19.7 |
 RMS.PA | 0% | 1.35% | $25 |
 NVDA | 0% | 0.13% | $0.02 |
 ALC.ZU | 0% | 0.52% | $0.24 |
 TMO | 0% | 0.29% | $1.48 |
 SBS | 0% | -1.68% | $-0.23 |
 SCCO | 0% | -1.84% | $-3.76 |
 ITUB | 0% | -1.7% | $-0.15 |
 AMRZ.ZU | 0% | -1.71% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 ELPC (LatamEconomy) | Pay Day | Oct 13, 2026 | $0.24 |
 ABEV (LatamEconomy) | Pay Day | Jan 11, 2027 | $0.01 |
Performance Metrics
Score 2.8/10
Beta
1.14
1.14
0
0.8
1.2
0
2
Sharpe Ratio
0.15
0.15
0
0.5
1
1.5
1.5
Sortino Ratio
0.21
0.21
0
1
2
3
3
Jensen's Alpha
-8.95
-8.95
-9
0
2
4.5
4.5
Omega Ratio
0.62
0.62
0
1
1.5
2.5
2.5
Treynor Ratio
0.23
0.23
0
0.75
1.25
2
2
Information Ratio
-0.63
-0.63
-1
0.3
0.6
1
1
Calmar Ratio
0.09
0.09
0
0.3
0.6
1
1
Beta
1.14
1.14
0
0.8
1.2
0
2
Sharpe Ratio
0.15
0.15
0
0.5
1
1.5
1.5
Sortino Ratio
0.21
0.21
0
1
2
3
3
Jensen's Alpha
-8.95
-8.95
-9
0
2
4.5
4.5
Omega Ratio
0.62
0.62
0
1
1.5
2.5
2.5
Treynor Ratio
0.23
0.23
0
0.75
1.25
2
2
Information Ratio
-0.63
-0.63
-1
0.3
0.6
1
1
Calmar Ratio
0.09
0.09
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
30.41
High:
MQ
734.72MQLow:
SYM
-845.74SYMDetails
PEG Ratio
169.22
High:GEBN.ZU
6,407.23GEBN.ZULow:SYM
-3,094.85SYMDetails
Price/Book
7.01
High:NVDA
26.14NVDALow:
NTNX
-20.12NTNXDetails
Price/Sales
6.09
High:AVGO
25.84AVGOLow:TEP.PA
0.3TEP.PADetails
Price/CF
18.16
High:ENGI.PA
216.75ENGI.PALow:GLE.PA
0.69GLE.PADetails
Price/FCF
39.02
High:HOLN.ZU
3,308.54HOLN.ZULow:GLE.PA
1.6GLE.PADetails
P/E Ratio
30.41
High:MQ
734.72MQLow:SYM
-845.74SYMDetails
PEG Ratio
169.22
High:GEBN.ZU
6,407.23GEBN.ZULow:SYM
-3,094.85SYMDetails
Price/Book
7.01
High:NVDA
26.14NVDALow:NTNX
-20.12NTNXDetails
Price/Sales
6.09
High:AVGO
25.84AVGOLow:TEP.PA
0.3TEP.PADetails
Price/CF
18.16
High:ENGI.PA
216.75ENGI.PALow:GLE.PA
0.69GLE.PADetails
Price/FCF
39.02
High:HOLN.ZU
3,308.54HOLN.ZULow:GLE.PA
1.6GLE.PADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-47.71% | Nov 2021 | Aug 2025 | 45 |
-6.61% | Mar 2026 | May 2026 | 2 |
-5.18% | Jun 2026 | Aug 2026 | 2 |
-4.84% | Sep 2021 | Oct 2021 | 1 |
-4.06% | May 2021 | Jun 2021 | 1 |
-2.1% | Oct 2025 | Feb 2026 | 4 |