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+4.85%
This Month
-1.6%
Year To Date
+43.94%
2 Years
+43.94%
5 Years
+52.03%
10 Years
+6.49%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading61.83%
- 💰 Finance13.69%
- 🧬 Health Technology12.67%
- 📊 ETFs7.07%
- 🖥️ Technology Services4.63%
- 💻 Electronic Technology0.07%
- 💵 Cash0.05%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE41.75%
- 🇺🇸 Nasdaq16%
- 🇮🇹 Borsa Italiana13.69%
- 🇬🇧 LSE11.59%
- 🇩🇪 Xetra ETFs8.95%
- 🇩🇪 FRA2.66%
- 🇭🇰 Hong Kong Exchanges1.79%
- 🇦🇺 Sydney0.82%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States40.64%
- 🇨🇦 Canada13.85%
- 🇮🇹 Italy13.69%
- 🇬🇧 United Kingdom7.94%
- 🇩🇪 Germany2.66%
- 🇨🇳 China1.79%
- 🇹🇼 Taiwan1.41%
- 🇦🇺 Australia0.82%
- 🇨🇭 Switzerland0.77%
Dividends
Dividend Yield
0.7%
5 out of 8 instruments pay dividend.
19 dividend payments in the next 30 days.
Highest Dividend: $JNJ (2.31%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 JNJ | 0.29% | 2.31% | $4.81 |
 GoldWorldWide | 0.22% | 0.84% | - |
 defense_investor | 0.14% | 0.57% | - |
 QuantumComputing | 0.05% | 0.4% | - |
 RHM.DE | 0% | 1.02% | $5.7 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 PAAS (GoldWorldWide) | Ex-Dividend | May 19, 2026 | $0.18 |
 AG (GoldWorldWide) | Ex-Dividend | May 20, 2026 | $0.02 |
 MSFT (defense_investor) | Ex-Dividend | May 21, 2026 | $0.91 |
 SHEL.L (defense_investor) | Ex-Dividend | May 21, 2026 | $0.39 |
 KGC (GoldWorldWide) | Ex-Dividend | May 21, 2026 | $0.04 |
 EQX (GoldWorldWide) | Ex-Dividend | May 21, 2026 | $0.01 |
MSFT (QuantumComputing) | Ex-Dividend | May 21, 2026 | $0.91 |
 CDE (GoldWorldWide) | Ex-Dividend | May 22, 2026 | $0.02 |
 HL (GoldWorldWide) | Ex-Dividend | May 22, 2026 | $0.00 |
JNJ | Ex-Dividend | May 26, 2026 | $1.34 |
 NEM (GoldWorldWide) | Ex-Dividend | May 27, 2026 | $0.26 |
 WPM (GoldWorldWide) | Ex-Dividend | May 27, 2026 | $0.20 |
 GLW (defense_investor) | Ex-Dividend | May 29, 2026 | $0.28 |
 B (GoldWorldWide) | Ex-Dividend | May 29, 2026 | $0.17 |
AG (GoldWorldWide) | Pay Day | May 29, 2026 | $0.02 |
 AU (GoldWorldWide) | Ex-Dividend | May 29, 2026 | $1.16 |
PAAS (GoldWorldWide) | Pay Day | Jun 1, 2026 | $0.18 |
 AEM (GoldWorldWide) | Ex-Dividend | Jun 1, 2026 | $0.45 |
 RR.L (defense_investor) | Pay Day | Jun 3, 2026 | $0.07 |
 1818.HK (GoldWorldWide) | Ex-Dividend | Jun 3, 2026 | $0.01 |
 PYPL (defense_investor) | Ex-Dividend | Jun 4, 2026 | $0.14 |
KGC (GoldWorldWide) | Pay Day | Jun 4, 2026 | $0.04 |
EQX (GoldWorldWide) | Pay Day | Jun 5, 2026 | $0.01 |
 HON (QuantumComputing) | Pay Day | Jun 5, 2026 | $1.19 |
 GOOG (defense_investor) | Ex-Dividend | Jun 8, 2026 | $0.22 |
 GOOGL (QuantumComputing) | Ex-Dividend | Jun 8, 2026 | $0.22 |
JNJ | Pay Day | Jun 9, 2026 | $1.34 |
WPM (GoldWorldWide) | Pay Day | Jun 9, 2026 | $0.20 |
 LLY (defense_investor) | Pay Day | Jun 10, 2026 | $1.73 |
CDE (GoldWorldWide) | Pay Day | Jun 10, 2026 | $0.02 |
 BTG.US (GoldWorldWide) | Ex-Dividend | Jun 10, 2026 | $0.02 |
HL (GoldWorldWide) | Pay Day | Jun 10, 2026 | $0.00 |
 IBM (QuantumComputing) | Pay Day | Jun 10, 2026 | $1.69 |
MSFT (defense_investor) | Pay Day | Jun 11, 2026 | $0.91 |
 TSM (defense_investor) | Ex-Dividend | Jun 11, 2026 | $0.95 |
 FNV (GoldWorldWide) | Ex-Dividend | Jun 11, 2026 | $0.44 |
MSFT (QuantumComputing) | Pay Day | Jun 11, 2026 | $0.91 |
AU (GoldWorldWide) | Pay Day | Jun 12, 2026 | $1.16 |
GOOG (defense_investor) | Pay Day | Jun 15, 2026 | $0.22 |
B (GoldWorldWide) | Pay Day | Jun 15, 2026 | $0.17 |
AEM (GoldWorldWide) | Pay Day | Jun 15, 2026 | $0.45 |
GOOGL (QuantumComputing) | Pay Day | Jun 15, 2026 | $0.22 |
 CRH (defense_investor) | Pay Day | Jun 17, 2026 | $0.39 |
NEM (GoldWorldWide) | Pay Day | Jun 22, 2026 | $0.26 |
BTG.US (GoldWorldWide) | Pay Day | Jun 23, 2026 | $0.02 |
 STM.US (QuantumComputing) | Ex-Dividend | Jun 23, 2026 | $0.09 |
 GFS (QuantumComputing) | Ex-Dividend | Jun 24, 2026 | $0.12 |
PYPL (defense_investor) | Pay Day | Jun 25, 2026 | $0.14 |
FNV (GoldWorldWide) | Pay Day | Jun 25, 2026 | $0.44 |
 BP.L (defense_investor) | Pay Day | Jun 26, 2026 | $0.08 |
GLW (defense_investor) | Pay Day | Jun 29, 2026 | $0.28 |
SHEL.L (defense_investor) | Pay Day | Jun 29, 2026 | $0.39 |
1818.HK (GoldWorldWide) | Pay Day | Jun 30, 2026 | $0.01 |
STM.US (QuantumComputing) | Pay Day | Jun 30, 2026 | $0.09 |
 CSCO (QuantumComputing) | Ex-Dividend | Jul 6, 2026 | $0.42 |
TSM (defense_investor) | Pay Day | Jul 9, 2026 | $0.95 |
GFS (QuantumComputing) | Pay Day | Jul 14, 2026 | $0.12 |
CSCO (QuantumComputing) | Pay Day | Jul 22, 2026 | $0.42 |
Performance Metrics
Score 4.5/10
Beta
0.37
0.37
0
0.8
1.2
0
2
Sharpe Ratio
0.26
0.26
0
0.5
1
1.5
1.5
Sortino Ratio
0.4
0.4
0
1
2
3
3
Jensen's Alpha
0.13
0.13
-2
0
2
4.5
4.5
Omega Ratio
0.77
0.77
0
1
1.5
2.5
2.5
Treynor Ratio
0.87
0.87
0
0.75
1.25
2
2
Information Ratio
-0.37
-0.37
-1
0.3
0.6
1
1
Calmar Ratio
0.27
0.27
0
0.3
0.6
1
1
Beta
0.37
0.37
0
0.8
1.2
0
2
Sharpe Ratio
0.26
0.26
0
0.5
1
1.5
1.5
Sortino Ratio
0.4
0.4
0
1
2
3
3
Jensen's Alpha
0.13
0.13
-2
0
2
4.5
4.5
Omega Ratio
0.77
0.77
0
1
1.5
2.5
2.5
Treynor Ratio
0.87
0.87
0
0.75
1.25
2
2
Information Ratio
-0.37
-0.37
-1
0.3
0.6
1
1
Calmar Ratio
0.27
0.27
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
26.11
High:RHM.DE
71.03RHM.DELow:
BFF.MI
5.4BFF.MIDetails
PEG Ratio
N/A
Details
Price/Book
6.64
High:RHM.DE
9.75RHM.DELow:BFF.MI
0.58BFF.MIDetails
Price/Sales
5.71
High:JNJ
5.75JNJLow:BFF.MI
0.68BFF.MIDetails
Price/CF
25.72
High:RHM.DE
39.38RHM.DELow:JNJ
25.71JNJDetails
Price/FCF
111.77
High:RHM.DE
142.53RHM.DELow:JNJ
111.76JNJDetails
P/E Ratio
26.11
High:RHM.DE
71.03RHM.DELow:BFF.MI
5.4BFF.MIDetails
PEG Ratio
N/A
Details
Price/Book
6.64
High:RHM.DE
9.75RHM.DELow:BFF.MI
0.58BFF.MIDetails
Price/Sales
5.71
High:JNJ
5.75JNJLow:BFF.MI
0.68BFF.MIDetails
Price/CF
25.72
High:RHM.DE
39.38RHM.DELow:JNJ
25.71JNJDetails
Price/FCF
111.77
High:RHM.DE
142.53RHM.DELow:JNJ
111.76JNJDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-20.99% | Mar 2026 | - | 3 |
-20.33% | Aug 2019 | Aug 2020 | 12 |
-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 |