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+0.72%
Today
+1.58%
This Month
+19.45%
Year To Date
+53.76%
2 Years
+132.45%
5 Years
+9.57%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology33.11%
- 👥 Copy Trading18.04%
- 🚗 Consumer Durables8.61%
- 💰 Finance6.15%
- 🛍️ Retail Trade5.93%
- 🛠️ Producer Manufacturing5.27%
- 🍞 Consumer Non Durables5.26%
- ⚡ Utilities4.1%
- 🪙 Cryptocurrencies3.75%
- 🖥️ Technology Services2.54%
- 💇♀️ Consumer Services1.8%
- 🧪 Process Industries1.7%
- 💼 Commercial Services1.51%
- 🏭 Industrial Services1.38%
- 🧬 Health Technology0.32%
- 💵 Cash0.11%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq24.81%
- 🇬🇧 LSE21.58%
- 🇺🇸 NYSE14.6%
- 🇸🇪 Stockholm Stock Exchange9.42%
- 🇩🇪 Xetra ETFs8.98%
- 🇩🇪 FRA7.43%
- 🇪🇸 Bolsa De Madrid6.27%
- 🌍 Digital Currency3.75%
- 🇫🇷 Euronext Paris2.44%
- 🇺🇸 OTC Markets Stock Exchange0.15%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States33.55%
- 🇸🇪 Sweden9.42%
- 🇬🇧 United Kingdom8.03%
- 🇩🇪 Germany7.43%
- 🇪🇸 Spain6.27%
- 🇰🇷 South Korea4.53%
- 🇯🇵 Japan4.17%
- 🇫🇷 France2.44%
- 🇨🇭 Switzerland1.08%
- 🇨🇳 China0.59%
- 🇨🇦 Canada0.18%
Dividends
Dividend Yield
1.43%
23 out of 47 instruments pay dividend.
6 dividend payments in the next 30 days.
Highest Dividend: $HTZWW (16.33%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 SAB.MC | 0.35% | 5.88% | $0.05 |
 Core-Moderate | 0.16% | 0.91% | - |
 F | 0.14% | 7.32% | $0.78 |
 TSCO.L | 0.1% | 3.51% | $0.12 |
 SMSN.L | 0.1% | 2.2% | $23.68 |
 NG.L | 0.09% | 4.51% | $0.57 |
 JMAT.L | 0.07% | 4.63% | $0.77 |
 KDP | 0.06% | 2.82% | $0.86 |
 RKT.L | 0.05% | 3.95% | $1.93 |
 SU.PA | 0.04% | 1.71% | $3.5 |
 SAABB.ST | 0.04% | 0.39% | $1.6 |
 KO | 0.03% | 2.8% | $1.89 |
 NTDOY | 0.03% | 0.85% | $0.24 |
 WMT | 0.03% | 0.97% | $0.81 |
 TM | 0.03% | 3.12% | $4.64 |
 HTZWW | 0.03% | 16.33% | $0.53 |
 RHM.DE | 0.02% | 0.45% | $5.7 |
 DIS | 0.02% | 0.88% | $0.75 |
 MSFT | 0.01% | 0.69% | $3 |
 AAPL | 0.01% | 0.49% | $0.97 |
 PCG | 0.01% | 0.54% | $0.03 |
 WDC | 0% | 0.18% | - |
 NVDA | 0% | 0.03% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
NVDA | Ex-Dividend | Jun 11, 2025 | $0.01 |
MSFT | Pay Day | Jun 12, 2025 | $0.83 |
KO | Ex-Dividend | Jun 13, 2025 | $0.51 |
WDC | Pay Day | Jun 18, 2025 | $0.10 |
DIS | Ex-Dividend | Jun 24, 2025 | $0.50 |
 IS04.DE (Core-Moderate) | Pay Day | Jun 25, 2025 | $0.00 |
KDP | Ex-Dividend | Jun 27, 2025 | $0.23 |
TSCO.L | Pay Day | Jun 27, 2025 | $0.12 |
PCG | Ex-Dividend | Jun 30, 2025 | $0.02 |
KO | Pay Day | Jul 1, 2025 | $0.51 |
NVDA | Pay Day | Jul 3, 2025 | $0.01 |
KDP | Pay Day | Jul 11, 2025 | $0.23 |
PCG | Pay Day | Jul 15, 2025 | $0.02 |
DIS | Pay Day | Jul 23, 2025 | $0.50 |
JMAT.L | Pay Day | Aug 5, 2025 | $0.74 |
WMT | Ex-Dividend | Aug 15, 2025 | $0.24 |
WMT | Pay Day | Sep 2, 2025 | $0.24 |
Performance Metrics
Score 4/10
Beta
1.1
1.1
0
0.8
1.2
0
2
Sharpe Ratio
0.4
0.4
0
0.5
1
1.5
1.5
Sortino Ratio
0.65
0.65
0
1
2
3
3
Jensen's Alpha
-1.17
-1.17
-2
0
2
4.5
4.5
Omega Ratio
1
1
0
1
1.5
2.5
2.5
Treynor Ratio
0.78
0.78
0
0.75
1.25
2
2
Information Ratio
0
0
-1
0.3
0.6
1
1
Calmar Ratio
0.22
0.22
0
0.3
0.6
1
1
Beta
1.1
1.1
0
0.8
1.2
0
2
Sharpe Ratio
0.4
0.4
0
0.5
1
1.5
1.5
Sortino Ratio
0.65
0.65
0
1
2
3
3
Jensen's Alpha
-1.17
-1.17
-2
0
2
4.5
4.5
Omega Ratio
1
1
0
1
1.5
2.5
2.5
Treynor Ratio
0.78
0.78
0
0.75
1.25
2
2
Information Ratio
0
0
-1
0.3
0.6
1
1
Calmar Ratio
0.22
0.22
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
37.64
High:
ENR.DE
325.63ENR.DELow:
BA
-11.65BADetails
PEG Ratio
344.84
High:
KO
10,128.43KOLow:
OCDO.L
-17.41OCDO.LDetails
Price/Book
9.24
High:
AAPL
44.87AAPLLow:BA
-47.27BADetails
Price/Sales
5.31
High:
NVDA
23.2NVDALow:
PFC.L
0.01PFC.LDetails
Price/CF
23.23
High:KO
282.33KOLow:
HTZ
0.57HTZDetails
Price/FCF
41.78
High:OCDO.L
2,021.77OCDO.LLow:HTZ
0.31HTZDetails
P/E Ratio
37.64
High:ENR.DE
325.63ENR.DELow:BA
-11.65BADetails
PEG Ratio
344.84
High:KO
10,128.43KOLow:OCDO.L
-17.41OCDO.LDetails
Price/Book
9.24
High:AAPL
44.87AAPLLow:BA
-47.27BADetails
Price/Sales
5.31
High:NVDA
23.2NVDALow:PFC.L
0.01PFC.LDetails
Price/CF
23.23
High:KO
282.33KOLow:HTZ
0.57HTZDetails
Price/FCF
41.78
High:OCDO.L
2,021.77OCDO.LLow:HTZ
0.31HTZDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-43.76% | Oct 2018 | Oct 2021 | 36 |
-32.45% | Dec 2021 | Mar 2024 | 27 |
-23.15% | Mar 2016 | Dec 2017 | 21 |
-8.95% | Feb 2018 | Aug 2018 | 6 |
-2.56% | Apr 2024 | May 2024 | 1 |
-1.84% | Oct 2024 | Nov 2024 | 1 |
-1.78% | Feb 2025 | Apr 2025 | 2 |
-0.57% | Aug 2024 | Sep 2024 | 1 |