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-1.11%
This Month
-4.17%
Year To Date
+40.17%
2 Years
+40.17%
5 Years
+48.05%
10 Years
+6.14%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading75.33%
- 🧬 Health Technology13.47%
- 📊 ETFs6.91%
- 🖥️ Technology Services4.26%
- 💵 Cash0.03%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE56.01%
- 🇬🇧 LSE16.48%
- 🇩🇪 Xetra ETFs9.4%
- 🇺🇸 Nasdaq8.87%
- 🇭🇰 Hong Kong Exchanges2.32%
- 🇩🇪 FRA1.91%
- 🇦🇺 Sydney1.66%
- 🇫🇷 Euronext Paris1.31%
- 🇸🇦 Tadawul0.61%
- 🌍 Commodity0.6%
- 🇺🇸 Chicago Board Options Exchange0.5%
- 🇳🇴 Oslo Stock Exchange0.22%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States33.86%
- 🇨🇦 Canada15.43%
- 🇬🇧 United Kingdom11.44%
- 🇨🇳 China2.32%
- 🇩🇪 Germany1.91%
- 🇦🇺 Australia1.66%
- 🇳🇱 Netherlands1.31%
- 🇹🇼 Taiwan1.31%
- 🇧🇷 Brazil0.78%
- 🇸🇦 Saudi Arabia0.61%
- 🇳🇴 Norway0.22%
- 🇯🇵 Japan0.13%
Dividends
Dividend Yield
0.91%
4 out of 6 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $JNJ (2.25%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 JNJ | 0.3% | 2.25% | $4.81 |
 defense_investor | 0.26% | 0.9% | - |
 GoldWorldWide | 0.2% | 0.72% | - |
 deanmr | 0.15% | 0.8% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 AIR.PA (defense_investor) | Pay Day | Apr 23, 2026 | $3.78 |
 RR.L (defense_investor) | Ex-Dividend | Apr 23, 2026 | $0.07 |
 JPM (defense_investor) | Pay Day | Apr 30, 2026 | $1.50 |
 MSFT (defense_investor) | Ex-Dividend | May 21, 2026 | $0.91 |
JNJ | Ex-Dividend | May 26, 2026 | $1.34 |
RR.L (defense_investor) | Pay Day | Jun 3, 2026 | $0.07 |
 1818.HK (GoldWorldWide) | Ex-Dividend | Jun 3, 2026 | $0.01 |
JNJ | Pay Day | Jun 9, 2026 | $1.34 |
MSFT (defense_investor) | Pay Day | Jun 11, 2026 | $0.91 |
 TSM (defense_investor) | Ex-Dividend | Jun 11, 2026 | $0.95 |
1818.HK (GoldWorldWide) | Pay Day | Jun 30, 2026 | $0.01 |
TSM (defense_investor) | Pay Day | Jul 9, 2026 | $0.95 |
Performance Metrics
Score 4.7/10
Beta
0.36
0.36
0
0.8
1.2
0
2
Sharpe Ratio
0.3
0.3
0
0.5
1
1.5
1.5
Sortino Ratio
0.46
0.46
0
1
2
3
3
Jensen's Alpha
0.48
0.48
-2
0
2
4.5
4.5
Omega Ratio
0.77
0.77
0
1
1.5
2.5
2.5
Treynor Ratio
1.01
1.01
0
0.75
1.25
2
2
Information Ratio
-0.38
-0.38
-1
0.3
0.6
1
1
Calmar Ratio
0.29
0.29
0
0.3
0.6
1
1
Beta
0.36
0.36
0
0.8
1.2
0
2
Sharpe Ratio
0.3
0.3
0
0.5
1
1.5
1.5
Sortino Ratio
0.46
0.46
0
1
2
3
3
Jensen's Alpha
0.48
0.48
-2
0
2
4.5
4.5
Omega Ratio
0.77
0.77
0
1
1.5
2.5
2.5
Treynor Ratio
1.01
1.01
0
0.75
1.25
2
2
Information Ratio
-0.38
-0.38
-1
0.3
0.6
1
1
Calmar Ratio
0.29
0.29
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
27.08
High:JNJ
27.08JNJLow:JNJ
27.08JNJDetails
PEG Ratio
29.91
High:JNJ
29.91JNJLow:JNJ
29.91JNJDetails
Price/Book
6.92
High:
BTGO
13.72BTGOLow:JNJ
6.92JNJDetails
Price/Sales
5.94
High:JNJ
5.94JNJLow:JNJ
5.94JNJDetails
Price/CF
20.64
High:JNJ
20.64JNJLow:JNJ
20.64JNJDetails
Price/FCF
69.21
High:JNJ
69.21JNJLow:JNJ
69.21JNJDetails
P/E Ratio
27.08
High:JNJ
27.08JNJLow:JNJ
27.08JNJDetails
PEG Ratio
29.91
High:JNJ
29.91JNJLow:JNJ
29.91JNJDetails
Price/Book
6.92
High:BTGO
13.72BTGOLow:JNJ
6.92JNJDetails
Price/Sales
5.94
High:JNJ
5.94JNJLow:JNJ
5.94JNJDetails
Price/CF
20.64
High:JNJ
20.64JNJLow:JNJ
20.64JNJDetails
Price/FCF
69.21
High:JNJ
69.21JNJLow:JNJ
69.21JNJDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-20.33% | Aug 2019 | Aug 2020 | 12 |
-19.33% | Mar 2026 | - | 2 |
-8.76% | Feb 2025 | Jun 2025 | 4 |
-7.03% | Feb 2021 | Nov 2024 | 45 |
-3.5% | Oct 2025 | Nov 2025 | 1 |
-2.3% | Sep 2020 | Nov 2020 | 2 |
-2.14% | Dec 2024 | Jan 2025 | 1 |
-1.54% | Jul 2025 | Aug 2025 | 1 |