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+0.15%
Today
-3.23%
This Month
-3.25%
Year To Date
+25.81%
2 Years
+106.03%
5 Years
+11.29%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading32.76%
- 💰 Finance15.29%
- 🍞 Consumer Non Durables12.23%
- 🪙 Cryptocurrencies6.56%
- ⛏️ Energy Minerals4.86%
- 🖥️ Technology Services4.29%
- 🏭 Industrial Services3.59%
- 💵 Cash3.35%
- 📊 ETFs2.78%
- 🚗 Consumer Durables1.92%
- 🧬 Health Technology1.85%
- ⚡ Utilities1.82%
- 💻 Electronic Technology1.75%
- 💇♀️ Consumer Services1.32%
- 📡 Communications0.83%
- 🏥 Health Services0.69%
- 🚚 Transportation0.61%
- 🧩 Miscellaneous0.58%
- 🪨 Non Energy Minerals0.37%
- 🛠️ Producer Manufacturing0.33%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE26.49%
- 🇺🇸 Nasdaq18.9%
- 🇮🇹 Borsa Italiana12.73%
- 🌍 Digital Currency10.67%
- 🇬🇧 LSE7.58%
- 🇫🇷 Euronext Paris6.68%
- 🇩🇪 FRA2.89%
- 🇸🇪 Stockholm Stock Exchange2.27%
- 🇳🇱 Euronext Amsterdam2.25%
- 🇨🇭 SIX2.2%
- 🇪🇸 Bolsa De Madrid1.2%
- 🇫🇮 Helsinki Stock Exchange0.19%
- 🇳🇴 Oslo Stock Exchange0.18%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States37.97%
- 🇮🇹 Italy12.82%
- 🇫🇷 France6.68%
- 🇬🇧 United Kingdom4.17%
- 🇩🇪 Germany2.89%
- 🇳🇱 Netherlands2.67%
- 🇨🇭 Switzerland2.45%
- 🇫🇮 Finland1.64%
- 🇪🇸 Spain1.2%
- 🇸🇪 Sweden0.82%
- 🇮🇱 Israel0.76%
- 🇨🇳 China0.76%
- 🇨🇦 Canada0.47%
- 🇦🇺 Australia0.37%
- 🇧🇲 Bermuda0.33%
- 🇱🇺 Luxembourg0.27%
- 🇹🇼 Taiwan0.2%
- 🇳🇴 Norway0.18%
- 🇺🇾 Uruguay0.15%
- 🇮🇪 Ireland0.04%
Dividends
Dividend Yield
2.97%
62 out of 74 instruments pay dividend.
30 dividend payments in the next 30 days.
Highest Dividend: $ZIM (51.78%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 ZIM | 0.32% | 51.78% | $0.23 |
 Italian-Heritage | 0.21% | 3.85% | - |
 ISP.MI | 0.12% | 7.83% | $0.3 |
 NDA_SE.ST | 0.12% | 8.14% | $10.62 |
 ET | 0.09% | 7.44% | $1.25 |
 ABN.NV | 0.07% | 7.48% | $1.51 |
 HSBA.L | 0.07% | 6.53% | $0.49 |
 AM | 0.07% | 5.24% | $0.9 |
 MO | 0.07% | 6.95% | $3.92 |
 F | 0.07% | 7.79% | $0.78 |
 EPD | 0.07% | 6.83% | $2.03 |
 PST.MI | 0.07% | 5.28% | $0.8 |
 SWED-A.ST | 0.07% | 9.91% | $15.15 |
 LGEN.L | 0.07% | 8.61% | $0.2 |
 EuropeTech | 0.06% | 1.57% | - |
 ENI.MI | 0.06% | 8.14% | $0.94 |
 G.MI | 0.06% | 4.15% | $1.28 |
 ALV.DE | 0.06% | 4.43% | $13.8 |
 TTE.PA | 0.05% | 6.23% | $3.06 |
 AV.L | 0.05% | 6.79% | $0.33 |
 ENEL.MI | 0.05% | 5.84% | $0.43 |
 BGS | 0.05% | 11.48% | $0.76 |
 XOM | 0.05% | 3.63% | $3.76 |
 NYMT | 0.05% | 14.73% | $1 |
 CVX | 0.05% | 4.79% | $6.28 |
 REP.MC | 0.04% | 7.65% | $0.73 |
 SAN.PA | 0.04% | 4.33% | $3.76 |
 PEP | 0.04% | 3.79% | $5.15 |
 AGNC | 0.04% | 17.27% | $1.44 |
 LI.PA | 0.04% | 5.96% | $1.8 |
 RMS.PA | 0.03% | 1.13% | $25 |
 MAIN | 0.03% | 5.68% | $2.85 |
 UNI.MI | 0.03% | 2.63% | $0.38 |
 JNJ | 0.03% | 3.19% | $4.81 |
 KO | 0.03% | 2.69% | $1.89 |
 KMB | 0.03% | 3.45% | $4.8 |
 MCD | 0.03% | 2.21% | $6.53 |
 ValueGurus | 0.03% | 0.72% | - |
 UBSG.ZU | 0.03% | 3.18% | $0.64 |
 BGN.MI | 0.03% | 5.94% | $2.2 |
 PG | 0.03% | 2.39% | $3.83 |
 ENB | 0.03% | 5.65% | $2.66 |
 ULVR.L | 0.03% | 3.09% | $1.47 |
 MPW | 0.03% | 7.16% | $0.6 |
 CL | 0.02% | 2.12% | $1.96 |
 NTGY.MC | 0.02% | 5.09% | $1.13 |
 T | 0.02% | 4.09% | $1.11 |
 NESN.ZU | 0.02% | 3.47% | $3 |
 OR.PA | 0.02% | 2.05% | $6.6 |
 II-Disruptive | 0.02% | 0.49% | - |
 BHP | 0.02% | 5.27% | $3.01 |
 DVN | 0.02% | 4.12% | $2.05 |
 MSFT | 0.02% | 0.88% | $3 |
 Magnificent-7 | 0.02% | 0.4% | - |
 FRE.DE | 0.02% | 2.57% | - |
 SNRE | 0.02% | 7% | - |
 EMR | 0.01% | 2.11% | $2.1 |
 VGT | 0.01% | 0.59% | - |
 GOOG | 0.01% | 0.52% | $0.2 |
 CFR.ZU | 0.01% | 2.02% | $2.75 |
 AI-Revolution | 0.01% | 0.29% | - |
 QQQ | 0.01% | 0.64% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
PG | Ex-Dividend | Apr 21, 2025 | $1.06 |
 PRY.MI (Italian-Heritage) | Ex-Dividend | Apr 22, 2025 | $0.84 |
 UCG.MI (Italian-Heritage) | Ex-Dividend | Apr 22, 2025 | $1.52 |
 RACE (Italian-Heritage) | Ex-Dividend | Apr 22, 2025 | $3.12 |
 KPN.NV (EuropeTech) | Ex-Dividend | Apr 22, 2025 | $0.11 |
AM | Ex-Dividend | Apr 23, 2025 | $0.22 |
 ORCL (II-Disruptive) | Pay Day | Apr 23, 2025 | $0.50 |
LGEN.L | Ex-Dividend | Apr 24, 2025 | $0.20 |
QQQ | Pay Day | Apr 24, 2025 | $0.72 |
 CRM (AI-Revolution) | Pay Day | Apr 24, 2025 | $0.42 |
CRM (II-Disruptive) | Pay Day | Apr 24, 2025 | $0.42 |
PRY.MI (Italian-Heritage) | Pay Day | Apr 24, 2025 | $0.84 |
UCG.MI (Italian-Heritage) | Pay Day | Apr 24, 2025 | $1.52 |
CRM (ValueGurus) | Pay Day | Apr 24, 2025 | $0.42 |
HSBA.L | Pay Day | Apr 25, 2025 | $0.36 |
ABN.NV | Ex-Dividend | Apr 25, 2025 | $0.78 |
 GE (AI-Revolution) | Pay Day | Apr 25, 2025 | $0.36 |
 ASML.NV (II-Disruptive) | Ex-Dividend | Apr 25, 2025 | $2.10 |
ASML.NV (EuropeTech) | Ex-Dividend | Apr 25, 2025 | $2.10 |
 BESI.NV (EuropeTech) | Ex-Dividend | Apr 25, 2025 | $2.27 |
NYMT | Pay Day | Apr 28, 2025 | $0.20 |
KPN.NV (EuropeTech) | Pay Day | Apr 28, 2025 | $0.11 |
AGNC | Ex-Dividend | Apr 30, 2025 | $0.12 |
EPD | Ex-Dividend | Apr 30, 2025 | $0.54 |
MO | Pay Day | Apr 30, 2025 | $1.02 |
BGS | Pay Day | Apr 30, 2025 | $0.19 |
T | Pay Day | May 1, 2025 | $0.28 |
BESI.NV (EuropeTech) | Pay Day | May 2, 2025 | $2.27 |
OR.PA | Ex-Dividend | May 5, 2025 | $7.25 |
ASML.NV (II-Disruptive) | Pay Day | May 6, 2025 | $2.10 |
RACE (Italian-Heritage) | Pay Day | May 6, 2025 | $3.12 |
ASML.NV (EuropeTech) | Pay Day | May 6, 2025 | $2.10 |
OR.PA | Pay Day | May 7, 2025 | $7.25 |
AM | Pay Day | May 7, 2025 | $0.22 |
MAIN | Ex-Dividend | May 8, 2025 | $0.25 |
AGNC | Pay Day | May 9, 2025 | $0.12 |
 MA (II-Disruptive) | Pay Day | May 9, 2025 | $0.76 |
MA (ValueGurus) | Pay Day | May 9, 2025 | $0.76 |
SAN.PA | Ex-Dividend | May 12, 2025 | $4.26 |
SAN.PA | Pay Day | May 14, 2025 | $4.26 |
EPD | Pay Day | May 14, 2025 | $0.54 |
 SAP.DE (EuropeTech) | Ex-Dividend | May 14, 2025 | $2.35 |
MSFT | Ex-Dividend | May 15, 2025 | $0.83 |
PG | Pay Day | May 15, 2025 | $1.06 |
CL | Pay Day | May 15, 2025 | $0.52 |
MAIN | Pay Day | May 15, 2025 | $0.25 |
MSFT (AI-Revolution) | Ex-Dividend | May 15, 2025 | $0.83 |
 ACN (AI-Revolution) | Pay Day | May 15, 2025 | $1.48 |
MSFT (II-Disruptive) | Ex-Dividend | May 15, 2025 | $0.83 |
MSFT (Magnificent-7) | Ex-Dividend | May 15, 2025 | $0.83 |
SAP.DE (EuropeTech) | Pay Day | May 16, 2025 | $2.35 |
G.MI | Ex-Dividend | May 19, 2025 | $1.55 |
ISP.MI | Ex-Dividend | May 19, 2025 | $0.18 |
BGN.MI | Ex-Dividend | May 19, 2025 | $2.32 |
 BPE.MI (Italian-Heritage) | Ex-Dividend | May 19, 2025 | $0.65 |
G.MI (Italian-Heritage) | Ex-Dividend | May 19, 2025 | $1.55 |
ISP.MI (Italian-Heritage) | Ex-Dividend | May 19, 2025 | $0.18 |
 MONC.MI (Italian-Heritage) | Ex-Dividend | May 19, 2025 | $1.42 |
 SPM.MI (Italian-Heritage) | Ex-Dividend | May 19, 2025 | $0.19 |
 NEXI.MI (Italian-Heritage) | Ex-Dividend | May 19, 2025 | $0.26 |
 BMPS.MI (Italian-Heritage) | Ex-Dividend | May 19, 2025 | $0.98 |
 BAMI.MI (Italian-Heritage) | Ex-Dividend | May 19, 2025 | $0.62 |
 WKL.NV (EuropeTech) | Ex-Dividend | May 19, 2025 | $1.58 |
 CAP.PA (EuropeTech) | Ex-Dividend | May 20, 2025 | $3.56 |
G.MI | Pay Day | May 21, 2025 | $1.55 |
ISP.MI | Pay Day | May 21, 2025 | $0.18 |
BGN.MI | Pay Day | May 21, 2025 | $2.32 |
BPE.MI (Italian-Heritage) | Pay Day | May 21, 2025 | $0.65 |
G.MI (Italian-Heritage) | Pay Day | May 21, 2025 | $1.55 |
ISP.MI (Italian-Heritage) | Pay Day | May 21, 2025 | $0.18 |
MONC.MI (Italian-Heritage) | Pay Day | May 21, 2025 | $1.42 |
SPM.MI (Italian-Heritage) | Pay Day | May 21, 2025 | $0.19 |
NEXI.MI (Italian-Heritage) | Pay Day | May 21, 2025 | $0.26 |
BMPS.MI (Italian-Heritage) | Pay Day | May 21, 2025 | $0.98 |
BAMI.MI (Italian-Heritage) | Pay Day | May 21, 2025 | $0.62 |
 AMAT (II-Disruptive) | Ex-Dividend | May 22, 2025 | $0.46 |
CAP.PA (EuropeTech) | Pay Day | May 22, 2025 | $3.56 |
ABN.NV | Pay Day | May 23, 2025 | $0.78 |
 DSY.PA (EuropeTech) | Ex-Dividend | May 26, 2025 | $0.28 |
JNJ | Ex-Dividend | May 27, 2025 | $1.30 |
DSY.PA (EuropeTech) | Pay Day | May 28, 2025 | $0.28 |
 IBKR (ValueGurus) | Ex-Dividend | May 30, 2025 | $0.32 |
LGEN.L | Pay Day | Jun 5, 2025 | $0.20 |
JNJ | Pay Day | Jun 10, 2025 | $1.30 |
WKL.NV (EuropeTech) | Pay Day | Jun 11, 2025 | $1.58 |
MSFT | Pay Day | Jun 12, 2025 | $0.83 |
MSFT (AI-Revolution) | Pay Day | Jun 12, 2025 | $0.83 |
 TSM (AI-Revolution) | Ex-Dividend | Jun 12, 2025 | $0.68 |
MSFT (II-Disruptive) | Pay Day | Jun 12, 2025 | $0.83 |
AMAT (II-Disruptive) | Pay Day | Jun 12, 2025 | $0.46 |
TSM (II-Disruptive) | Ex-Dividend | Jun 12, 2025 | $0.68 |
MSFT (Magnificent-7) | Pay Day | Jun 12, 2025 | $0.83 |
IBKR (ValueGurus) | Pay Day | Jun 13, 2025 | $0.32 |
TTE.PA | Ex-Dividend | Jun 19, 2025 | $0.88 |
PST.MI | Ex-Dividend | Jun 23, 2025 | $0.81 |
 LDO.MI (Italian-Heritage) | Ex-Dividend | Jun 23, 2025 | $0.56 |
 SRG.MI (Italian-Heritage) | Ex-Dividend | Jun 23, 2025 | $0.20 |
PST.MI (Italian-Heritage) | Ex-Dividend | Jun 23, 2025 | $0.81 |
 DIS (ValueGurus) | Ex-Dividend | Jun 24, 2025 | $0.50 |
PST.MI | Pay Day | Jun 25, 2025 | $0.81 |
LDO.MI (Italian-Heritage) | Pay Day | Jun 25, 2025 | $0.56 |
SRG.MI (Italian-Heritage) | Pay Day | Jun 25, 2025 | $0.20 |
PST.MI (Italian-Heritage) | Pay Day | Jun 25, 2025 | $0.81 |
TTE.PA | Pay Day | Jul 1, 2025 | $0.88 |
LI.PA | Ex-Dividend | Jul 8, 2025 | $0.96 |
LI.PA | Pay Day | Jul 10, 2025 | $0.96 |
TSM (AI-Revolution) | Pay Day | Jul 10, 2025 | $0.68 |
TSM (II-Disruptive) | Pay Day | Jul 10, 2025 | $0.68 |
ENEL.MI | Ex-Dividend | Jul 21, 2025 | $0.28 |
ENEL.MI (Italian-Heritage) | Ex-Dividend | Jul 21, 2025 | $0.28 |
ENEL.MI | Pay Day | Jul 23, 2025 | $0.28 |
ENEL.MI (Italian-Heritage) | Pay Day | Jul 23, 2025 | $0.28 |
DIS (ValueGurus) | Pay Day | Jul 23, 2025 | $0.50 |
 ERIC-B.ST (EuropeTech) | Ex-Dividend | Sep 26, 2025 | $0.14 |
ERIC-B.ST (EuropeTech) | Pay Day | Oct 2, 2025 | $0.14 |
Performance Metrics
Score 5.2/10
Beta
0.93
0.93
0
0.8
1.2
0
2
Sharpe Ratio
0.59
0.59
0
0.5
1
1.5
1.5
Sortino Ratio
0.96
0.96
0
1
2
3
3
Jensen's Alpha
0.74
0.74
-2
0
2
4.5
4.5
Omega Ratio
1
1
0
1
1.5
2.5
2.5
Treynor Ratio
0.95
0.95
0
0.75
1.25
2
2
Information Ratio
0
0
-1
0.3
0.6
1
1
Calmar Ratio
0.49
0.49
0
0.3
0.6
1
1
Beta
0.93
0.93
0
0.8
1.2
0
2
Sharpe Ratio
0.59
0.59
0
0.5
1
1.5
1.5
Sortino Ratio
0.96
0.96
0
1
2
3
3
Jensen's Alpha
0.74
0.74
-2
0
2
4.5
4.5
Omega Ratio
1
1
0
1
1.5
2.5
2.5
Treynor Ratio
0.95
0.95
0
0.75
1.25
2
2
Information Ratio
0
0
-1
0.3
0.6
1
1
Calmar Ratio
0.49
0.49
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
21.72
High:
TSLA
118.42TSLALow:
IONQ
-16.72IONQDetails
PEG Ratio
247.94
High:
RMS.PA
787RMS.PALow:
QS
-167.57QSDetails
Price/Book
4.77
High:
CL
366.04CLLow:
MCD
-58.64MCDDetails
Price/Sales
3.62
High:
RGTI
174.55RGTILow:QS
-QSDetails
Price/CF
14.29
High:TSLA
95.18TSLALow:
ZIM
0.79ZIMDetails
Price/FCF
31.26
High:
PEP
5,253.35PEPLow:ZIM
1.04ZIMDetails
P/E Ratio
21.72
High:TSLA
118.42TSLALow:IONQ
-16.72IONQDetails
PEG Ratio
247.94
High:RMS.PA
787RMS.PALow:QS
-167.57QSDetails
Price/Book
4.77
High:CL
366.04CLLow:MCD
-58.64MCDDetails
Price/Sales
3.62
High:RGTI
174.55RGTILow:QS
-QSDetails
Price/CF
14.29
High:TSLA
95.18TSLALow:ZIM
0.79ZIMDetails
Price/FCF
31.26
High:PEP
5,253.35PEPLow:ZIM
1.04ZIMDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-24.62% | Nov 2021 | Feb 2024 | 27 |
-21.59% | Feb 2020 | Nov 2020 | 9 |
-8.32% | Feb 2025 | - | 3 |
-4.15% | Sep 2021 | Oct 2021 | 1 |
-2.88% | Apr 2024 | May 2024 | 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 |