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-2.4%
This Month
+3.75%
Year To Date
+45.01%
2 Years
+60.62%
5 Years
+50.89%
10 Years
+9.05%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology35.95%
- 💵 Cash25.67%
- 🪙 Cryptocurrencies10.06%
- 👥 Copy Trading8.98%
- 🖥️ Technology Services6.36%
- 💰 Finance5.39%
- 🚚 Transportation2.67%
- 🛍️ Retail Trade1.82%
- 🛠️ Producer Manufacturing1.74%
- 🪨 Non Energy Minerals1.39%
- 🧬 Health Technology1.33%
- 🍞 Consumer Non Durables1.29%
- 💇♀️ Consumer Services1.27%
- 🚗 Consumer Durables0.79%
- 💼 Commercial Services0.5%
- 📦 Distribution Services0.39%
- ⛏️ Energy Minerals0.37%
- ⚡ Utilities0.28%
- 🏥 Health Services0.24%
- 🧩 Miscellaneous0.18%
- 📊 ETFs0.13%
- 📡 Communications0.08%
- 🧪 Process Industries0.06%
- 🏭 Industrial Services0%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE29.39%
- 🇺🇸 Nasdaq23.08%
- 🇺🇸 NYSE11.72%
- 🌍 Digital Currency11.22%
- 🇮🇹 Borsa Italiana1.08%
- 🇫🇷 Euronext Paris1.07%
- 🇩🇪 FRA0.61%
- 🇭🇰 Hong Kong Exchanges0.38%
- 🇳🇱 Euronext Amsterdam0.36%
- 🇩🇰 Copenhagen Stock Exchange0.32%
- Regular Trading Hours - RTH0.31%
- 🇪🇸 Bolsa De Madrid0.13%
- 🇳🇴 Oslo Stock Exchange0.08%
- 🇸🇪 Stockholm Stock Exchange0.08%
- 🇨🇭 SIX0.07%
- Tokyo Stock Exchange0.04%
- 🇫🇮 Helsinki Stock Exchange0.02%
- 🇦🇺 Sydney0%
- 🇺🇸 OTC Markets Stock Exchange0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States31.37%
- 🇬🇧 United Kingdom29.87%
- 🇮🇹 Italy1.08%
- 🇨🇳 China0.84%
- 🇫🇷 France0.83%
- 🇩🇪 Germany0.65%
- 🇳🇱 Netherlands0.62%
- 🇺🇾 Uruguay0.61%
- 🇨🇦 Canada0.57%
- 🇩🇰 Denmark0.32%
- 🇨🇭 Switzerland0.31%
- 🇹🇼 Taiwan0.29%
- 🇮🇪 Ireland0.23%
- 🇧🇷 Brazil0.15%
- 🇪🇸 Spain0.13%
- 🇯🇵 Japan0.12%
- 🇸🇪 Sweden0.08%
- 🇳🇴 Norway0.08%
- 🇮🇱 Israel0.08%
- 🇭🇰 Hong Kong0.07%
- 🇨🇾 Cyprus0.07%
- 🇿🇦 South Africa0.04%
- 🇸🇬 Singapore0.04%
- 🇰🇾 Cayman Islands0.03%
- 🇫🇮 Finland0.02%
- 🇮🇳 India0.02%
- 🇦🇺 Australia0%
Dividends
Dividend Yield
0.72%
100 out of 275 instruments pay dividend.
39 dividend payments in the next 30 days.
Highest Dividend: $SBNY (317.33%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 RR.L | 0.17% | 0.75% | - |
 NWG.L | 0.05% | 5.41% | $0.17 |
 IAG.L | 0.03% | 1.66% | - |
 TheBigBanks | 0.03% | 3.13% | - |
 LLOY.L | 0.03% | 3.64% | $0.03 |
 UCG.MI | 0.02% | 3.95% | $1.8 |
 EuropeDefense | 0.02% | 1.06% | - |
 LGEN.L | 0.02% | 8.03% | $0.2 |
 RIO | 0.02% | 3.79% | $4.34 |
 ULVR.L | 0.02% | 4.08% | $1.47 |
 CPHequities | 0.01% | 1.28% | - |
 F | 0.01% | 3.92% | $0.78 |
 KO | 0.01% | 2.7% | $1.89 |
 IMB.L | 0.01% | 6.01% | $1.49 |
 ABDN.L | 0.01% | 6.08% | $0.15 |
 INGA.NV | 0.01% | 4.05% | $1.11 |
 NEE | 0.01% | 2.79% | $1.97 |
 AGNC | 0.01% | 13.99% | $1.44 |
 NLY | 0.01% | 13.16% | $2.6 |
 GRG.L | 0.01% | 4.02% | $0.6 |
 LHA.DE | 0.01% | 3.94% | $0.3 |
 DIS | 0.01% | 1.51% | $0.75 |
 TTE.PA | 0.01% | 4.38% | $3.06 |
 RCL | 0.01% | 1.72% | - |
 ABBV | 0.01% | 3% | $6.06 |
 V | 0.01% | 0.81% | $2.01 |
 VALE | 0.01% | 5.76% | $1.33 |
 Fin-Tech | 0.01% | 0.67% | - |
 GLEN.L | 0.01% | 2.08% | $0.1 |
 NVDA | 0% | 0.13% | $0.02 |
 STAN.L | 0% | 2.35% | $0.22 |
 BARC.L | 0% | 1.87% | $0.08 |
 AZN | 0% | 1.69% | $1.42 |
 CI | 0% | 2.19% | $5.26 |
 GOOG | 0% | 0.23% | $0.2 |
 RTX | 0% | 1.54% | $2.44 |
 PFE | 0% | 6.69% | $1.66 |
 BLK | 0% | 2.16% | $20.2 |
 ITV.L | 0% | 6% | $0.05 |
 O | 0% | 5.41% | $3.09 |
 IBM | 0% | 2.26% | $6.65 |
 AI-Revolution | 0% | 0.27% | - |
 AAPL | 0% | 0.34% | $0.97 |
 EVR.L | 0% | 17.85% | - |
 LMT | 0% | 2.63% | $12.45 |
 JPM | 0% | 1.93% | $4.4 |
 MU | 0% | 0.05% | $0.46 |
 META | 0% | 0.34% | $1 |
 IRM | 0% | 2.65% | $2.6 |
 CVS | 0% | 2.8% | $2.54 |
 CRM | 0% | 0.9% | $0.4 |
 FANG | 0% | 2.07% | $9.26 |
 AIR.PA | 0% | 1.79% | $1.8 |
 IIPR | 0% | 13.01% | $7.34 |
 VOD | 0% | 3.37% | $0.94 |
 PYPL | 0% | 1.01% | - |
 PSN.L | 0% | 5.53% | $0.6 |
 MAERSKB.CO | 0% | 2.69% | $515 |
 AEM | 0% | 0.95% | $1.6 |
 MSFT | 0% | 0.83% | $3 |
 ETN | 0% | 1.04% | $3.6 |
 EZJ.L | 0% | 2.86% | $0.05 |
 B | 0% | 2.12% | $0.4 |
 EOG | 0% | 2.9% | $5.06 |
 AEO | 0% | 3% | $0.48 |
 LRCX | 0% | 0.32% | $8 |
 TGT | 0% | 3.68% | $4.42 |
 MOS | 0% | 3.89% | $0.82 |
 WHR | 0% | 11.13% | $7 |
 GE | 0% | 0.48% | $0.44 |
 MMM | 0% | 1.97% | $5.21 |
 INTU | 0% | 1.58% | $3.6 |
 CNQ | 0% | 3.65% | $1.48 |
 WMT | 0% | 0.84% | $0.81 |
 FCX | 0% | 0.88% | $0.6 |
 TSM | 0% | 0.69% | $1.74 |
 AAL.L | 0% | 0.43% | $0.77 |
 COST | 0% | 0.55% | $19.22 |
 MA | 0% | 0.68% | $2.46 |
 00241.HK | 0% | 1.92% | - |
 PSKY | 0% | 1.89% | $0.2 |
 VWS.CO | 0% | 0.43% | - |
 NUS | 0% | 4.51% | $0.9 |
 TME | 0% | 2.5% | $0.12 |
 LFUS | 0% | 0.62% | $2.6 |
 VACN.ZU | 0% | 1.16% | $6.25 |
 AMAT | 0% | 0.4% | $1.44 |
 DEO | 0% | 4.1% | $3.99 |
 9988.HK | 0% | 0.84% | $0.98 |
 AVGO | 0% | 0.62% | $19.7 |
 GOOGL | 0% | 0.23% | $0.2 |
 CAT | 0% | 0.65% | $5.31 |
 VFC | 0% | 2.18% | $0.57 |
 MRO.L | 0% | 1.55% | $0.05 |
 SBNY | 0% | 317.33% | $2.38 |
 SAP.DE | 0% | 1.5% | $2.2 |
 BBWI | 0% | 4.46% | $0.8 |
 GEHC | 0% | -0.22% | $-0.12 |
 GEV | 0% | -0.18% | - |
 VALT.L | 0% | -1.97% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
META | Pay Day | Jun 25, 2026 | $0.53 |
PYPL | Pay Day | Jun 25, 2026 | $0.14 |
META (AI-Revolution) | Pay Day | Jun 25, 2026 | $0.53 |
PYPL (Fin-Tech) | Pay Day | Jun 25, 2026 | $0.14 |
 FIS.US (Fin-Tech) | Pay Day | Jun 25, 2026 | $0.44 |
 EXPN.L (Fin-Tech) | Ex-Dividend | Jun 25, 2026 | $0.48 |
LMT | Pay Day | Jun 26, 2026 | $3.45 |
NVDA | Pay Day | Jun 26, 2026 | $0.25 |
ULVR.L | Pay Day | Jun 26, 2026 | $0.55 |
NVDA (AI-Revolution) | Pay Day | Jun 26, 2026 | $0.25 |
 BAC (TheBigBanks) | Pay Day | Jun 26, 2026 | $0.28 |
 GS (TheBigBanks) | Pay Day | Jun 29, 2026 | $4.50 |
DIS | Ex-Dividend | Jun 30, 2026 | $0.75 |
TTE.PA | Ex-Dividend | Jun 30, 2026 | $1.01 |
 ROST (CPHequities) | Pay Day | Jun 30, 2026 | $0.45 |
 VRSK (Fin-Tech) | Pay Day | Jun 30, 2026 | $0.50 |
 WTW (Fin-Tech) | Ex-Dividend | Jun 30, 2026 | $0.96 |
KO | Pay Day | Jul 1, 2026 | $0.53 |
PSKY | Pay Day | Jul 1, 2026 | $0.05 |
 CAH (CPHequities) | Ex-Dividend | Jul 1, 2026 | $0.52 |
 NJR (CPHequities) | Pay Day | Jul 1, 2026 | $0.47 |
TTE.PA | Pay Day | Jul 2, 2026 | $1.01 |
CRM | Pay Day | Jul 2, 2026 | $0.44 |
RCL | Pay Day | Jul 2, 2026 | $1.50 |
CRM (AI-Revolution) | Pay Day | Jul 2, 2026 | $0.44 |
IRM | Pay Day | Jul 3, 2026 | $0.86 |
JPM | Ex-Dividend | Jul 6, 2026 | $1.50 |
9988.HK | Pay Day | Jul 6, 2026 | $0.13 |
 CSCO (CPHequities) | Ex-Dividend | Jul 6, 2026 | $0.42 |
JPM (TheBigBanks) | Ex-Dividend | Jul 6, 2026 | $1.50 |
 BNS (CPHequities) | Ex-Dividend | Jul 7, 2026 | $0.82 |
BNS (TheBigBanks) | Ex-Dividend | Jul 7, 2026 | $0.82 |
 IDR.MC (EuropeDefense) | Ex-Dividend | Jul 7, 2026 | $0.35 |
LRCX | Pay Day | Jul 8, 2026 | $0.26 |
LRCX (CPHequities) | Pay Day | Jul 8, 2026 | $0.26 |
LRCX (AI-Revolution) | Pay Day | Jul 8, 2026 | $0.26 |
 3328.HK (TheBigBanks) | Ex-Dividend | Jul 8, 2026 | $0.02 |
INTU | Ex-Dividend | Jul 9, 2026 | $1.20 |
TSM | Pay Day | Jul 9, 2026 | $0.95 |
TSM (CPHequities) | Pay Day | Jul 9, 2026 | $0.95 |
TSM (AI-Revolution) | Pay Day | Jul 9, 2026 | $0.95 |
INTU (Fin-Tech) | Ex-Dividend | Jul 9, 2026 | $1.20 |
 0939.HK (TheBigBanks) | Ex-Dividend | Jul 9, 2026 | $0.03 |
IDR.MC (EuropeDefense) | Pay Day | Jul 9, 2026 | $0.35 |
PSN.L | Pay Day | Jul 10, 2026 | $0.54 |
 TD (CPHequities) | Ex-Dividend | Jul 10, 2026 | $0.81 |
TD (TheBigBanks) | Ex-Dividend | Jul 10, 2026 | $0.81 |
 BABA (AI-Revolution) | Pay Day | Jul 13, 2026 | $1.05 |
GEV | Pay Day | Jul 14, 2026 | -$0.50 |
CAH (CPHequities) | Pay Day | Jul 15, 2026 | $0.52 |
WTW (Fin-Tech) | Pay Day | Jul 15, 2026 | $0.96 |
EOG | Ex-Dividend | Jul 17, 2026 | $1.02 |
INTU | Pay Day | Jul 17, 2026 | $1.20 |
INTU (Fin-Tech) | Pay Day | Jul 17, 2026 | $1.20 |
DIS | Pay Day | Jul 22, 2026 | $0.75 |
CSCO (CPHequities) | Pay Day | Jul 22, 2026 | $0.42 |
EXPN.L (Fin-Tech) | Pay Day | Jul 24, 2026 | $0.48 |
 RY (TheBigBanks) | Ex-Dividend | Jul 27, 2026 | $1.27 |
BNS (CPHequities) | Pay Day | Jul 29, 2026 | $0.82 |
BNS (TheBigBanks) | Pay Day | Jul 29, 2026 | $0.82 |
VOD | Pay Day | Jul 30, 2026 | $0.28 |
JPM | Pay Day | Jul 31, 2026 | $1.50 |
EOG | Pay Day | Jul 31, 2026 | $1.02 |
TD (CPHequities) | Pay Day | Jul 31, 2026 | $0.81 |
JPM (TheBigBanks) | Pay Day | Jul 31, 2026 | $1.50 |
TD (TheBigBanks) | Pay Day | Jul 31, 2026 | $0.81 |
3328.HK (TheBigBanks) | Pay Day | Aug 14, 2026 | $0.02 |
IMB.L | Ex-Dividend | Aug 20, 2026 | $0.56 |
WMT | Ex-Dividend | Aug 21, 2026 | $0.25 |
0939.HK (TheBigBanks) | Pay Day | Aug 21, 2026 | $0.03 |
RY (TheBigBanks) | Pay Day | Aug 24, 2026 | $1.27 |
GLEN.L | Ex-Dividend | Aug 26, 2026 | $0.09 |
WMT | Pay Day | Sep 8, 2026 | $0.25 |
GLEN.L | Pay Day | Sep 18, 2026 | $0.09 |
IMB.L | Pay Day | Sep 30, 2026 | $0.56 |
Performance Metrics
Score 3.1/10
Beta
1.26
1.26
0
0.8
1.2
0
2
Sharpe Ratio
0.27
0.27
0
0.5
1
1.5
1.5
Sortino Ratio
0.43
0.43
0
1
2
3
3
Jensen's Alpha
-6.64
-6.64
-7
0
2
4.5
4.5
Omega Ratio
0.82
0.82
0
1
1.5
2.5
2.5
Treynor Ratio
0.45
0.45
0
0.75
1.25
2
2
Information Ratio
-0.25
-0.25
-1
0.3
0.6
1
1
Calmar Ratio
0.16
0.16
0
0.3
0.6
1
1
Beta
1.26
1.26
0
0.8
1.2
0
2
Sharpe Ratio
0.27
0.27
0
0.5
1
1.5
1.5
Sortino Ratio
0.43
0.43
0
1
2
3
3
Jensen's Alpha
-6.64
-6.64
-7
0
2
4.5
4.5
Omega Ratio
0.82
0.82
0
1
1.5
2.5
2.5
Treynor Ratio
0.45
0.45
0
0.75
1.25
2
2
Information Ratio
-0.25
-0.25
-1
0.3
0.6
1
1
Calmar Ratio
0.16
0.16
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
31.44
High:
NEGG
464.74NEGGLow:
BILL
-27,661.54BILLDetails
PEG Ratio
2.63
High:VACN.ZU
7,367.17VACN.ZULow:
CRWD
-5,187.17CRWDDetails
Price/Book
13.92
High:
OCGN
79.84OCGNLow:
GH
-96.64GHDetails
Price/Sales
10.22
High:
DJT
652.45DJTLow:
DBV.PA
-DBV.PADetails
Price/CF
23.01
High:
MSTR
7,511.07MSTRLow:
VRM
0.89VRMDetails
Price/FCF
45.41
High:9988.HK
2,771.019988.HKLow:
HTZ
0.31HTZDetails
P/E Ratio
31.44
High:NEGG
464.74NEGGLow:BILL
-27,661.54BILLDetails
PEG Ratio
2.63
High:VACN.ZU
7,367.17VACN.ZULow:CRWD
-5,187.17CRWDDetails
Price/Book
13.92
High:OCGN
79.84OCGNLow:GH
-96.64GHDetails
Price/Sales
10.22
High:DJT
652.45DJTLow:DBV.PA
-DBV.PADetails
Price/CF
23.01
High:MSTR
7,511.07MSTRLow:VRM
0.89VRMDetails
Price/FCF
45.41
High:9988.HK
2,771.019988.HKLow:HTZ
0.31HTZDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-44.27% | Sep 2021 | Nov 2024 | 38 |
-16.01% | May 2021 | Aug 2021 | 3 |
-12.8% | Oct 2025 | May 2026 | 7 |
-8.17% | Feb 2025 | May 2025 | 3 |
-2.4% | Jun 2026 | - | 1 |
-2.03% | Dec 2024 | Jan 2025 | 1 |