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0%
This Month
-2.72%
Year To Date
+38.01%
2 Years
+99.61%
5 Years
+99.61%
10 Years
+20.74%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading20.28%
- 💻 Electronic Technology14.05%
- 🛍️ Retail Trade13.16%
- 🖥️ Technology Services12.52%
- 💰 Finance12.27%
- 📊 ETFs9.88%
- 🧩 Miscellaneous8.69%
- 🍞 Consumer Non Durables2.68%
- ⚡ Utilities2.41%
- 🪙 Cryptocurrencies1.55%
- 🧬 Health Technology1.51%
- 🏥 Health Services1%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE44.57%
- 🇺🇸 Nasdaq27.16%
- 🇪🇸 Bolsa De Madrid11.55%
- 🇬🇧 LSE10.8%
- 🌍 Digital Currency2.57%
- 🇩🇪 FRA1.64%
- 🇫🇷 Euronext Paris1.15%
- 🇮🇹 Borsa Italiana0.56%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States48.74%
- 🇪🇸 Spain11.55%
- 🇬🇧 United Kingdom10.8%
- 🇨🇳 China3.03%
- 🇩🇪 Germany1.64%
- 🇮🇹 Italy1.19%
- 🇫🇷 France1.15%
- 🇹🇼 Taiwan0.58%
- 🇮🇱 Israel0.13%
- 🇳🇱 Netherlands0.05%
Dividends
Dividend Yield
0.81%
20 out of 30 instruments pay dividend.
7 dividend payments in the next 30 days.
Highest Dividend: $NKE (3.48%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 robchamow | 0.11% | 0.54% | - |
 NKE | 0.09% | 3.48% | $1.45 |
 RR.L | 0.08% | 0.75% | - |
 IBE.MC | 0.07% | 2.77% | $0.45 |
 ITX.MC | 0.07% | 2.6% | $1.11 |
 GS | 0.06% | 1.65% | $11 |
 BLK | 0.06% | 2.03% | $20.2 |
 JPM | 0.06% | 1.86% | $4.4 |
 WMT | 0.04% | 0.77% | $0.81 |
 SPY | 0.03% | 1.04% | - |
 SAP.DE | 0.03% | 1.66% | $2.2 |
 UNH | 0.03% | 2.72% | $7.74 |
 BAC | 0.03% | 2.04% | $0.96 |
 IDR.MC | 0.02% | 0.44% | $0.2 |
 BABA | 0.02% | 0.73% | $0.98 |
 LLY | 0.01% | 0.68% | $4.86 |
 MSFT | 0.01% | 0.85% | $3 |
 GOOGL | 0.01% | 0.25% | $0.2 |
 META | 0.01% | 0.31% | $1 |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
ITX.MC | Pay Day | May 4, 2026 | $1.02 |
 RACE (robchamow) | Pay Day | May 5, 2026 | $4.27 |
SAP.DE | Ex-Dividend | May 6, 2026 | $2.95 |
WMT | Ex-Dividend | May 8, 2026 | $0.25 |
SAP.DE | Pay Day | May 8, 2026 | $2.95 |
 AXP (robchamow) | Pay Day | May 8, 2026 | $0.95 |
 MA (robchamow) | Pay Day | May 8, 2026 | $0.87 |
 MONC.MI (robchamow) | Ex-Dividend | May 18, 2026 | $1.65 |
MONC.MI (robchamow) | Pay Day | May 20, 2026 | $1.65 |
MSFT | Ex-Dividend | May 21, 2026 | $0.91 |
MSFT (robchamow) | Ex-Dividend | May 21, 2026 | $0.91 |
WMT | Pay Day | May 26, 2026 | $0.25 |
IBE.MC | Ex-Dividend | May 28, 2026 | $0.01 |
IBE.MC | Pay Day | Jun 1, 2026 | $0.01 |
GS | Ex-Dividend | Jun 1, 2026 | $4.50 |
RR.L | Pay Day | Jun 3, 2026 | $0.07 |
MSFT | Pay Day | Jun 11, 2026 | $0.91 |
MSFT (robchamow) | Pay Day | Jun 11, 2026 | $0.91 |
 TSM (robchamow) | Ex-Dividend | Jun 11, 2026 | $0.95 |
GS | Pay Day | Jun 29, 2026 | $4.50 |
IDR.MC | Ex-Dividend | Jul 7, 2026 | $0.35 |
IDR.MC | Pay Day | Jul 9, 2026 | $0.35 |
TSM (robchamow) | Pay Day | Jul 9, 2026 | $0.95 |
Performance Metrics
Score 4.9/10
Beta
1.26
1.26
0
0.8
1.2
0
2
Sharpe Ratio
0.82
0.82
0
0.5
1
1.5
1.5
Sortino Ratio
1.49
1.49
0
1
2
3
3
Jensen's Alpha
-2.13
-2.13
-3
0
2
4.5
4.5
Omega Ratio
1.11
1.11
0
1
1.5
2.5
2.5
Treynor Ratio
1.03
1.03
0
0.75
1.25
2
2
Information Ratio
0.14
0.14
0
0.3
0.6
1
1
Calmar Ratio
1.36
1.36
0
0.3
0.6
2
2
Beta
1.26
1.26
0
0.8
1.2
0
2
Sharpe Ratio
0.82
0.82
0
0.5
1
1.5
1.5
Sortino Ratio
1.49
1.49
0
1
2
3
3
Jensen's Alpha
-2.13
-2.13
-3
0
2
4.5
4.5
Omega Ratio
1.11
1.11
0
1
1.5
2.5
2.5
Treynor Ratio
1.03
1.03
0
0.75
1.25
2
2
Information Ratio
0.14
0.14
0
0.3
0.6
1
1
Calmar Ratio
1.36
1.36
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
29.91
High:WMT
46.86WMTLow:
ODD
8.2ODDDetails
PEG Ratio
141.9
High:JPM
602.25JPMLow:
DIA.MC
7.17DIA.MCDetails
Price/Book
7.37
High:RR.L
39.1RR.LLow:BAC
1.39BACDetails
Price/Sales
5.15
High:NVDA
22.86NVDALow:DIA.MC
0.43DIA.MCDetails
Price/CF
22.56
High:LLY
60.39LLYLow:DIA.MC
4.8DIA.MCDetails
Price/FCF
47.33
High:BABA
1,196.17BABALow:DIA.MC
7.65DIA.MCDetails
P/E Ratio
29.91
High:WMT
46.86WMTLow:ODD
8.2ODDDetails
PEG Ratio
141.9
High:JPM
602.25JPMLow:DIA.MC
7.17DIA.MCDetails
Price/Book
7.37
High:RR.L
39.1RR.LLow:BAC
1.39BACDetails
Price/Sales
5.15
High:NVDA
22.86NVDALow:DIA.MC
0.43DIA.MCDetails
Price/CF
22.56
High:LLY
60.39LLYLow:DIA.MC
4.8DIA.MCDetails
Price/FCF
47.33
High:BABA
1,196.17BABALow:DIA.MC
7.65DIA.MCDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-14.72% | Feb 2023 | Dec 2023 | 10 |
-11.03% | Mar 2026 | - | 2 |
-9.35% | Feb 2025 | May 2025 | 3 |
-5.78% | Apr 2024 | May 2024 | 1 |
-2.25% | Jan 2024 | Feb 2024 | 1 |
-1.81% | Nov 2025 | Dec 2025 | 1 |
-1.66% | Dec 2022 | Jan 2023 | 1 |
-0.77% | Dec 2024 | Jan 2025 | 1 |
-0.68% | Jul 2024 | Aug 2024 | 1 |