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+0.19%
This Month
+18.92%
Year To Date
+55.66%
2 Years
+135.88%
5 Years
+123.32%
10 Years
+14.33%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading32.9%
- 💰 Finance15.06%
- 🍞 Consumer Non Durables9.35%
- 🪙 Cryptocurrencies8.87%
- 💵 Cash6.19%
- 🖥️ Technology Services5.3%
- ⛏️ Energy Minerals4.34%
- 🏭 Industrial Services3.34%
- 📊 ETFs2.99%
- 💻 Electronic Technology2.46%
- 🚗 Consumer Durables1.94%
- 🧬 Health Technology1.49%
- ⚡ Utilities1.14%
- 💇♀️ Consumer Services1.06%
- 📡 Communications0.73%
- 🏥 Health Services0.67%
- 🛠️ Producer Manufacturing0.54%
- 🚚 Transportation0.47%
- 🪨 Non Energy Minerals0.35%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE23.97%
- 🇺🇸 Nasdaq20.81%
- 🌍 Digital Currency13.54%
- 🇮🇹 Borsa Italiana11.86%
- 🇬🇧 LSE6.67%
- 🇫🇷 Euronext Paris5.2%
- 🇩🇪 FRA2.64%
- 🇳🇱 Euronext Amsterdam2.2%
- 🇸🇪 Stockholm Stock Exchange2.15%
- 🇨🇭 SIX2.03%
- 🇪🇸 Bolsa De Madrid1.15%
- 🇳🇴 Oslo Stock Exchange0.21%
- 🇫🇮 Helsinki Stock Exchange0.13%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States37.37%
- 🇮🇹 Italy11.96%
- 🇬🇧 United Kingdom6.79%
- 🇫🇷 France5.2%
- 🇳🇱 Netherlands2.74%
- 🇩🇪 Germany2.64%
- 🇨🇭 Switzerland2.26%
- 🇫🇮 Finland1.5%
- 🇪🇸 Spain1.15%
- 🇨🇦 Canada1.09%
- 🇮🇱 Israel1.03%
- 🇸🇪 Sweden0.77%
- 🇱🇺 Luxembourg0.35%
- 🇦🇺 Australia0.35%
- 🇨🇳 China0.28%
- 🇹🇼 Taiwan0.22%
- 🇳🇴 Norway0.21%
- 🇺🇾 Uruguay0.09%
- 🇮🇪 Ireland0.03%
Dividends
Dividend Yield
2.47%
62 out of 75 instruments pay dividend.
39 dividend payments in the next 30 days.
Highest Dividend: $ZIM (50.64%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 Italian-Heritage | 0.24% | 4.65% | - |
 ZIM | 0.24% | 50.64% | $0.23 |
 ISP.MI | 0.1% | 6.44% | $0.3 |
 NDA_SE.ST | 0.1% | 7.19% | $10.62 |
 ET | 0.07% | 7.52% | $1.25 |
 PST.MI | 0.07% | 5.5% | $0.8 |
 UNI.MI | 0.06% | 4.94% | $0.38 |
 MO | 0.06% | 6.21% | $3.92 |
 HSBA.L | 0.06% | 5.26% | $0.49 |
 AM | 0.06% | 4.96% | $0.9 |
 EPD | 0.06% | 6.8% | $2.03 |
 F | 0.06% | 6.41% | $0.78 |
 ABN.NV | 0.06% | 5.15% | $1.51 |
 SWED-A.ST | 0.05% | 8.17% | $15.15 |
 EuropeTech | 0.05% | 1.42% | - |
 LGEN.L | 0.05% | 9.16% | $0.2 |
 G.MI | 0.05% | 4.3% | $1.28 |
 ENI.MI | 0.05% | 7% | $0.94 |
 ALV.DE | 0.05% | 4.38% | $13.8 |
 ENEL.MI | 0.04% | 5.99% | $0.43 |
 TTE.PA | 0.04% | 6.33% | $3.06 |
 AV.L | 0.04% | 5.65% | $0.33 |
 BGS | 0.04% | 16.48% | $0.76 |
 XOM | 0.04% | 3.63% | $3.76 |
 CVX | 0.04% | 4.4% | $6.28 |
 ADAM | 0.04% | 10.83% | $1 |
 REP.MC | 0.03% | 5.58% | $0.73 |
 PEP | 0.03% | 3.81% | $5.15 |
 SAN.PA | 0.03% | 4.94% | $3.76 |
 AGNC | 0.03% | 13.97% | $1.44 |
 LI.PA | 0.03% | 5.54% | $1.8 |
 RMS.PA | 0.03% | 1.28% | $25 |
 MAIN | 0.03% | 4.54% | $2.85 |
 JNJ | 0.03% | 2.86% | $4.81 |
 KO | 0.02% | 2.97% | $1.89 |
 KMB | 0.02% | 3.87% | $4.8 |
 MCD | 0.02% | 2.26% | $6.53 |
 UBSG.ZU | 0.02% | 2.29% | $0.64 |
 ENB | 0.02% | 5.7% | $2.66 |
 ValueGurus | 0.02% | 0.62% | - |
 BGN.MI | 0.02% | 5.69% | $2.2 |
 ULVR.L | 0.02% | 3.2% | $1.47 |
 PG | 0.02% | 2.59% | $3.83 |
 NTGY.MC | 0.02% | 5.2% | $1.13 |
 CL | 0.02% | 2.4% | $1.96 |
 T | 0.02% | 3.76% | $1.11 |
 OR.PA | 0.02% | 1.74% | $6.6 |
 NESN.ZU | 0.02% | 4.04% | $3 |
 MPW | 0.02% | 7.01% | $0.6 |
 MSFT | 0.02% | 0.67% | $3 |
 Magnificent-7 | 0.01% | 0.29% | - |
 FRE.DE | 0.01% | 2.13% | - |
 BHP | 0.01% | 4% | $3.01 |
 II-Disruptive | 0.01% | 0.29% | - |
 DVN | 0.01% | 2.72% | $2.05 |
 EMR | 0.01% | 1.59% | $2.1 |
 VGT | 0.01% | 0.47% | - |
 GOOG | 0.01% | 0.35% | $0.2 |
 CFR.ZU | 0.01% | 2.08% | $2.75 |
 AI-Revolution | 0.01% | 0.22% | - |
 QQQ | 0% | 0.51% | - |
 SNREY | -0.01% | -6.58% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
GOOG | Ex-Dividend | Sep 8, 2025 | $0.21 |
MAIN | Ex-Dividend | Sep 8, 2025 | $0.26 |
 GOOGL (AI-Revolution) | Ex-Dividend | Sep 8, 2025 | $0.21 |
GOOG (II-Disruptive) | Ex-Dividend | Sep 8, 2025 | $0.21 |
GOOGL (Magnificent-7) | Ex-Dividend | Sep 8, 2025 | $0.21 |
GOOG (ValueGurus) | Ex-Dividend | Sep 8, 2025 | $0.21 |
JNJ | Pay Day | Sep 9, 2025 | $1.30 |
ABN.NV | Pay Day | Sep 9, 2025 | $0.63 |
ZIM | Pay Day | Sep 9, 2025 | $0.06 |
CVX | Pay Day | Sep 10, 2025 | $1.71 |
XOM | Pay Day | Sep 10, 2025 | $0.99 |
AGNC | Pay Day | Sep 10, 2025 | $0.12 |
EMR | Pay Day | Sep 10, 2025 | $0.53 |
 GEN (II-Disruptive) | Pay Day | Sep 10, 2025 | $0.12 |
MSFT | Pay Day | Sep 11, 2025 | $0.83 |
MPW | Ex-Dividend | Sep 11, 2025 | $0.08 |
MSFT (AI-Revolution) | Pay Day | Sep 11, 2025 | $0.83 |
 NVDA (AI-Revolution) | Ex-Dividend | Sep 11, 2025 | $0.01 |
MSFT (II-Disruptive) | Pay Day | Sep 11, 2025 | $0.83 |
NVDA (II-Disruptive) | Ex-Dividend | Sep 11, 2025 | $0.01 |
MSFT (Magnificent-7) | Pay Day | Sep 11, 2025 | $0.83 |
NVDA (Magnificent-7) | Ex-Dividend | Sep 11, 2025 | $0.01 |
ULVR.L | Pay Day | Sep 12, 2025 | $0.52 |
 IBKR (ValueGurus) | Pay Day | Sep 12, 2025 | $0.08 |
GOOG | Pay Day | Sep 15, 2025 | $0.21 |
KO | Ex-Dividend | Sep 15, 2025 | $0.51 |
DVN | Ex-Dividend | Sep 15, 2025 | $0.24 |
MO | Ex-Dividend | Sep 15, 2025 | $1.06 |
MAIN | Pay Day | Sep 15, 2025 | $0.26 |
GOOGL (AI-Revolution) | Pay Day | Sep 15, 2025 | $0.21 |
GOOG (II-Disruptive) | Pay Day | Sep 15, 2025 | $0.21 |
GOOGL (Magnificent-7) | Pay Day | Sep 15, 2025 | $0.21 |
GOOG (ValueGurus) | Pay Day | Sep 15, 2025 | $0.21 |
 GIL (ValueGurus) | Pay Day | Sep 15, 2025 | $0.23 |
MCD | Pay Day | Sep 16, 2025 | $1.77 |
 TSM (AI-Revolution) | Ex-Dividend | Sep 16, 2025 | $0.82 |
 APH (II-Disruptive) | Ex-Dividend | Sep 16, 2025 | $0.16 |
TSM (II-Disruptive) | Ex-Dividend | Sep 16, 2025 | $0.82 |
 NXPI (EuropeTech) | Ex-Dividend | Sep 17, 2025 | $1.01 |
 WKL.NV (EuropeTech) | Pay Day | Sep 18, 2025 | $1.08 |
ENI.MI | Ex-Dividend | Sep 22, 2025 | $0.31 |
 AVGO (AI-Revolution) | Ex-Dividend | Sep 22, 2025 | $0.59 |
AVGO (II-Disruptive) | Ex-Dividend | Sep 22, 2025 | $0.59 |
ENI.MI (Italian-Heritage) | Ex-Dividend | Sep 22, 2025 | $0.31 |
ENI.MI | Pay Day | Sep 24, 2025 | $0.31 |
ENI.MI (Italian-Heritage) | Pay Day | Sep 24, 2025 | $0.31 |
BHP | Pay Day | Sep 25, 2025 | $1.20 |
HSBA.L | Pay Day | Sep 26, 2025 | $0.10 |
LGEN.L | Pay Day | Sep 26, 2025 | $0.08 |
 ERIC-B.ST (EuropeTech) | Ex-Dividend | Sep 26, 2025 | $0.14 |
PEP | Pay Day | Sep 30, 2025 | $1.42 |
DVN | Pay Day | Sep 30, 2025 | $0.24 |
BGS | Ex-Dividend | Sep 30, 2025 | $0.19 |
AVGO (AI-Revolution) | Pay Day | Sep 30, 2025 | $0.59 |
AVGO (II-Disruptive) | Pay Day | Sep 30, 2025 | $0.59 |
KO | Pay Day | Oct 1, 2025 | $0.51 |
TTE.PA | Ex-Dividend | Oct 1, 2025 | $0.97 |
KMB | Pay Day | Oct 2, 2025 | $1.26 |
NVDA (AI-Revolution) | Pay Day | Oct 2, 2025 | $0.01 |
NVDA (II-Disruptive) | Pay Day | Oct 2, 2025 | $0.01 |
ERIC-B.ST (EuropeTech) | Pay Day | Oct 2, 2025 | $0.14 |
NVDA (Magnificent-7) | Pay Day | Oct 2, 2025 | $0.01 |
TTE.PA | Pay Day | Oct 3, 2025 | $0.97 |
APH (II-Disruptive) | Pay Day | Oct 8, 2025 | $0.16 |
NXPI (EuropeTech) | Pay Day | Oct 8, 2025 | $1.01 |
MPW | Pay Day | Oct 9, 2025 | $0.08 |
TSM (AI-Revolution) | Pay Day | Oct 9, 2025 | $0.82 |
 INTU (II-Disruptive) | Ex-Dividend | Oct 9, 2025 | $1.20 |
TSM (II-Disruptive) | Pay Day | Oct 9, 2025 | $0.82 |
MO | Pay Day | Oct 10, 2025 | $1.06 |
INTU (II-Disruptive) | Pay Day | Oct 17, 2025 | $1.20 |
BGS | Pay Day | Oct 27, 2025 | $0.19 |
ENB | Ex-Dividend | Nov 14, 2025 | $0.68 |
ENB | Pay Day | Dec 1, 2025 | $0.68 |
BGN.MI | Ex-Dividend | Feb 23, 2026 | $0.70 |
BGN.MI | Pay Day | Feb 25, 2026 | $0.70 |
Performance Metrics
Score 5.7/10
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
1.14
1.14
-2
0
2
4.5
4.5
Omega Ratio
1.03
1.03
0
1
1.5
2.5
2.5
Treynor Ratio
1.13
1.13
0
0.75
1.25
2
2
Information Ratio
0.03
0.03
0
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
1.14
1.14
-2
0
2
4.5
4.5
Omega Ratio
1.03
1.03
0
1
1.5
2.5
2.5
Treynor Ratio
1.13
1.13
0
0.75
1.25
2
2
Information Ratio
0.03
0.03
0
0.3
0.6
1
1
Calmar Ratio
0.59
0.59
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
27.03
High:
TSLA
196.04TSLALow:
IONQ
-20.87IONQDetails
PEG Ratio
933.03
High:
RMS.PA
8,677.2RMS.PALow:
QS
-95.92QSDetails
Price/Book
6.06
High:
CL
96.33CLLow:
MCD
-81.96MCDDetails
Price/Sales
4.99
High:
RGTI
569.03RGTILow:QS
-QSDetails
Price/CF
15.58
High:
KO
233.26KOLow:
ZIM
0.56ZIMDetails
Price/FCF
35.67
High:
PEP
5,253.35PEPLow:ZIM
0.87ZIMDetails
P/E Ratio
27.03
High:TSLA
196.04TSLALow:IONQ
-20.87IONQDetails
PEG Ratio
933.03
High:RMS.PA
8,677.2RMS.PALow:QS
-95.92QSDetails
Price/Book
6.06
High:CL
96.33CLLow:MCD
-81.96MCDDetails
Price/Sales
4.99
High:RGTI
569.03RGTILow:QS
-QSDetails
Price/CF
15.58
High:KO
233.26KOLow:ZIM
0.56ZIMDetails
Price/FCF
35.67
High:PEP
5,253.35PEPLow:ZIM
0.87ZIMDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-24.62% | Nov 2021 | Feb 2024 | 27 |
-21.59% | Feb 2020 | Nov 2020 | 9 |
-5.11% | Feb 2025 | May 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 |