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-1.91%
This Month
+7.73%
Year To Date
+42.23%
2 Years
+80.46%
5 Years
+149.58%
10 Years
+14.51%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading35.36%
- 💰 Finance17.03%
- 🍞 Consumer Non Durables6.94%
- 🖥️ Technology Services5.31%
- ⛏️ Energy Minerals5.16%
- 🧩 Miscellaneous4.99%
- 🪙 Cryptocurrencies4.28%
- 🏭 Industrial Services3.37%
- 💻 Electronic Technology2.92%
- 💵 Cash2.87%
- 📊 ETFs2.43%
- 🚚 Transportation2.34%
- 🚗 Consumer Durables2.04%
- 🧬 Health Technology1.52%
- ⚡ Utilities1.21%
- 💇♀️ Consumer Services0.85%
- 🧪 Process Industries0.69%
- 🪨 Non Energy Minerals0.51%
- 🏥 Health Services0.48%
- 🛠️ Producer Manufacturing0.43%
- 📡 Communications0.34%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq24.98%
- 🇺🇸 NYSE24.91%
- 🇮🇹 Borsa Italiana14.62%
- 🇬🇧 LSE10.04%
- 🌍 Digital Currency5.97%
- 🇫🇷 Euronext Paris4.8%
- 🇩🇪 FRA2.84%
- 🇳🇱 Euronext Amsterdam2.7%
- 🇸🇪 Stockholm Stock Exchange2.55%
- 🇨🇭 SIX2.15%
- 🇪🇸 Bolsa De Madrid1.37%
- 🇫🇮 Helsinki Stock Exchange0.29%
- 🇳🇴 Oslo Stock Exchange0.21%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States43.79%
- 🇮🇹 Italy14.45%
- 🇬🇧 United Kingdom8.51%
- 🇫🇷 France4.39%
- 🇳🇱 Netherlands3.27%
- 🇩🇪 Germany2.84%
- 🇨🇭 Switzerland2.56%
- 🇫🇮 Finland1.78%
- 🇪🇸 Spain1.37%
- 🇸🇪 Sweden1.22%
- 🇮🇱 Israel1.11%
- 🇨🇦 Canada0.73%
- 🇦🇺 Australia0.51%
- 🇹🇼 Taiwan0.41%
- 🇳🇴 Norway0.21%
- 🇨🇳 China0.2%
- 🇺🇾 Uruguay0.07%
Dividends
Dividend Yield
2.42%
63 out of 78 instruments pay dividend.
31 dividend payments in the next 30 days.
Highest Dividend: $BGS (16.84%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 Italian-Heritage | 0.24% | 3.6% | - |
 ISP.MI | 0.1% | 6.63% | $0.3 |
 NDA_SE.ST | 0.09% | 5.99% | $10.62 |
 IIPR | 0.09% | 13.01% | $7.34 |
 UNI.MI | 0.08% | 5.36% | $0.38 |
 PST.MI | 0.08% | 4.84% | $0.8 |
 CHCT | 0.06% | 11.02% | $1.83 |
 RMR | 0.06% | 8.84% | $1.65 |
 ET | 0.06% | 6.8% | $1.25 |
 ZIM | 0.06% | 7.82% | $0.23 |
 HSBA.L | 0.06% | 4.11% | $0.49 |
 G.MI | 0.06% | 4.25% | $1.28 |
 ABN.NV | 0.05% | 3.66% | $1.51 |
 MO | 0.05% | 6% | $3.92 |
 AM | 0.05% | 4.17% | $0.9 |
 LGEN.L | 0.05% | 8.03% | $0.2 |
 EPD | 0.05% | 5.74% | $2.03 |
 ALV.DE | 0.05% | 4.6% | $13.8 |
 REP.MC | 0.05% | 5.59% | $0.73 |
 SWED-A.ST | 0.05% | 6.08% | $15.15 |
 ENI.MI | 0.04% | 4.69% | $0.94 |
 LYB | 0.04% | 6.33% | $5.09 |
 AV.L | 0.04% | 6.49% | $0.33 |
 ENEL.MI | 0.04% | 5.07% | $0.43 |
 TTE.PA | 0.04% | 4.38% | $3.06 |
 F | 0.04% | 3.92% | $0.78 |
 EuropeTech | 0.04% | 0.71% | - |
 ADAM | 0.04% | 9.78% | $1 |
 CVX.US | 0.03% | 3.7% | $6.28 |
 XOM | 0.03% | 2.68% | $3.76 |
 BGS | 0.03% | 16.84% | $0.76 |
 PEP | 0.03% | 4.08% | $5.15 |
 SAN.PA | 0.03% | 5.31% | $3.76 |
 LI.PA | 0.03% | 5.46% | $1.8 |
 AGNC | 0.03% | 13.99% | $1.44 |
 UBSG.ZU | 0.03% | 2.27% | $0.64 |
 KMB | 0.02% | 5.43% | $4.8 |
 ValueGurus | 0.02% | 0.66% | - |
 MAIN | 0.02% | 5.96% | $2.85 |
 JNJ | 0.02% | 2.29% | $4.81 |
 BGN.MI | 0.02% | 5.1% | $2.2 |
 MCD | 0.02% | 2.68% | $6.53 |
 PG | 0.02% | 3.02% | $3.83 |
 ULVR.L | 0.02% | 4.08% | $1.47 |
 ENB | 0.02% | 4.83% | $2.66 |
 CL | 0.02% | 2.49% | $1.96 |
 NTGY.MC | 0.02% | 4.97% | $1.13 |
 RMS.PA | 0.02% | 1.12% | $25 |
 OR.PA | 0.02% | 1.9% | $6.6 |
 T.US | 0.02% | 4.85% | $1.11 |
 NESN.ZU | 0.02% | 4.03% | $3 |
 AI-Revolution | 0.02% | 0.27% | - |
 BHP | 0.02% | 2.96% | $3.01 |
 MPT | 0.01% | 6.99% | $0.6 |
 Magnificent-7 | 0.01% | 0.27% | - |
 FRE.DE | 0.01% | 2.82% | - |
 MSFT | 0.01% | 0.83% | $3 |
 II-Disruptive | 0.01% | 0.24% | - |
 EMR | 0.01% | 1.57% | $2.1 |
 DVN | 0.01% | 2.26% | $2.05 |
 GOOG | 0.01% | 0.23% | $0.2 |
 CFR.ZU | 0.01% | 1.39% | $2.75 |
 QQQ | 0% | 0.38% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
PST.MI | Pay Day | Jun 24, 2026 | $1.00 |
 LDO.MI (Italian-Heritage) | Pay Day | Jun 24, 2026 | $0.74 |
 STMPA.PA (EuropeTech) | Pay Day | Jun 24, 2026 | $0.09 |
 META (AI-Revolution) | Pay Day | Jun 25, 2026 | $0.53 |
META (II-Disruptive) | Pay Day | Jun 25, 2026 | $0.53 |
META (Magnificent-7) | Pay Day | Jun 25, 2026 | $0.53 |
META (ValueGurus) | Pay Day | Jun 25, 2026 | $0.53 |
 ELV (ValueGurus) | Pay Day | Jun 25, 2026 | $1.72 |
HSBA.L | Pay Day | Jun 26, 2026 | $0.10 |
ULVR.L | Pay Day | Jun 26, 2026 | $0.55 |
 NVDA (AI-Revolution) | Pay Day | Jun 26, 2026 | $0.25 |
NVDA (II-Disruptive) | Pay Day | Jun 26, 2026 | $0.25 |
NVDA (Magnificent-7) | Pay Day | Jun 26, 2026 | $0.25 |
PEP | Pay Day | Jun 30, 2026 | $1.48 |
TTE.PA | Ex-Dividend | Jun 30, 2026 | $1.01 |
DVN | Pay Day | Jun 30, 2026 | $0.32 |
BGS | Ex-Dividend | Jun 30, 2026 | $0.10 |
TTE.PA | Pay Day | Jul 2, 2026 | $1.01 |
KMB | Pay Day | Jul 2, 2026 | $1.28 |
 CRM (AI-Revolution) | Pay Day | Jul 2, 2026 | $0.44 |
CRM (II-Disruptive) | Pay Day | Jul 2, 2026 | $0.44 |
LI.PA | Ex-Dividend | Jul 3, 2026 | $1.12 |
REP.MC | Ex-Dividend | Jul 6, 2026 | $0.59 |
LI.PA | Pay Day | Jul 7, 2026 | $1.12 |
 IDR.MC (EuropeTech) | Ex-Dividend | Jul 7, 2026 | $0.35 |
REP.MC | Pay Day | Jul 8, 2026 | $0.59 |
 LRCX (AI-Revolution) | Pay Day | Jul 8, 2026 | $0.26 |
 TSM (AI-Revolution) | Pay Day | Jul 9, 2026 | $0.95 |
TSM (II-Disruptive) | Pay Day | Jul 9, 2026 | $0.95 |
IDR.MC (EuropeTech) | Pay Day | Jul 9, 2026 | $0.35 |
MO | Pay Day | Jul 10, 2026 | $1.06 |
 BABA (AI-Revolution) | Pay Day | Jul 13, 2026 | $1.05 |
 APH (II-Disruptive) | Pay Day | Jul 15, 2026 | $0.25 |
MPT | Pay Day | Jul 16, 2026 | $0.09 |
ENEL.MI | Ex-Dividend | Jul 20, 2026 | $0.30 |
ENEL.MI (Italian-Heritage) | Ex-Dividend | Jul 20, 2026 | $0.30 |
ENEL.MI | Pay Day | Jul 22, 2026 | $0.30 |
ENEL.MI (Italian-Heritage) | Pay Day | Jul 22, 2026 | $0.30 |
BGS | Pay Day | Jul 30, 2026 | $0.10 |
CFR.ZU | Ex-Dividend | Sep 16, 2026 | $4.20 |
CFR.ZU | Pay Day | Sep 21, 2026 | $4.20 |
 ERIC-B.ST (EuropeTech) | Ex-Dividend | Sep 28, 2026 | $0.17 |
ERIC-B.ST (EuropeTech) | Pay Day | Oct 2, 2026 | $0.17 |
BGN.MI | Ex-Dividend | Feb 15, 2027 | $0.83 |
BGN.MI | Pay Day | Feb 17, 2027 | $0.83 |
Performance Metrics
Score 5.5/10
Beta
0.93
0.93
0
0.8
1.2
0
2
Sharpe Ratio
0.71
0.71
0
0.5
1
1.5
1.5
Sortino Ratio
1.18
1.18
0
1
2
3
3
Jensen's Alpha
0.59
0.59
-2
0
2
4.5
4.5
Omega Ratio
0.97
0.97
0
1
1.5
2.5
2.5
Treynor Ratio
1.1
1.1
0
0.75
1.25
2
2
Information Ratio
-0.04
-0.04
-1
0.3
0.6
1
1
Calmar Ratio
0.59
0.59
0
0.3
0.6
1
1
Beta
0.93
0.93
0
0.8
1.2
0
2
Sharpe Ratio
0.71
0.71
0
0.5
1
1.5
1.5
Sortino Ratio
1.18
1.18
0
1
2
3
3
Jensen's Alpha
0.59
0.59
-2
0
2
4.5
4.5
Omega Ratio
0.97
0.97
0
1
1.5
2.5
2.5
Treynor Ratio
1.1
1.1
0
0.75
1.25
2
2
Information Ratio
-0.04
-0.04
-1
0.3
0.6
1
1
Calmar Ratio
0.59
0.59
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
26.56
High:
TSLA
382.29TSLALow:
IONQ
-383.53IONQDetails
PEG Ratio
394.42
High:ENI.MI
5,682.88ENI.MILow:IONQ
-362.7IONQDetails
Price/Book
6.21
High:CL
469.62CLLow:MCD
-150.65MCDDetails
Price/Sales
5.59
High:
QBTS
816.21QBTSLow:
QS
-QSDetails
Price/CF
15.8
High:TSLA
79.58TSLALow:ZIM
2.34ZIMDetails
Price/FCF
44.06
High:CHCT
1,695.23CHCTLow:G.MI
3.26G.MIDetails
P/E Ratio
26.56
High:TSLA
382.29TSLALow:IONQ
-383.53IONQDetails
PEG Ratio
394.42
High:ENI.MI
5,682.88ENI.MILow:IONQ
-362.7IONQDetails
Price/Book
6.21
High:CL
469.62CLLow:MCD
-150.65MCDDetails
Price/Sales
5.59
High:QBTS
816.21QBTSLow:QS
-QSDetails
Price/CF
15.8
High:TSLA
79.58TSLALow:ZIM
2.34ZIMDetails
Price/FCF
44.06
High:CHCT
1,695.23CHCTLow:G.MI
3.26G.MIDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-24.62% | Nov 2021 | Feb 2024 | 27 |
-21.59% | Feb 2020 | Nov 2020 | 9 |
-7.51% | Nov 2025 | Apr 2026 | 5 |
-5.11% | Feb 2025 | May 2025 | 3 |
-4.15% | Sep 2021 | Oct 2021 | 1 |
-2.88% | Apr 2024 | May 2024 | 1 |
-1.91% | Jun 2026 | - | 1 |
-1.56% | Dec 2024 | Jan 2025 | 1 |
-1.36% | Jun 2021 | Jul 2021 | 1 |
-1.03% | Oct 2024 | Nov 2024 | 1 |
-0.09% | Aug 2024 | Sep 2024 | 1 |