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+0%
Today
-2.76%
This Month
-9.9%
Year To Date
+25.08%
2 Years
+7.32%
5 Years
+2.77%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs37.99%
- 👥 Copy Trading29.21%
- 🚗 Consumer Durables13.91%
- 🖥️ Technology Services9.77%
- 💻 Electronic Technology2.49%
- ⚡ Utilities1.81%
- 💵 Cash1.4%
- 🪨 Non Energy Minerals1.21%
- 🛠️ Producer Manufacturing0.22%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE42.64%
- 🇺🇸 Nasdaq29.46%
- 🇫🇷 Euronext Paris5.11%
- 🇬🇧 LSE4.8%
- 🇩🇪 FRA4.23%
- 🇮🇹 Borsa Italiana1.8%
- 🇨🇭 SIX1.28%
- 🇳🇱 Euronext Amsterdam1.15%
- 🇪🇸 Bolsa De Madrid1.08%
- 🇩🇰 Copenhagen Stock Exchange0.52%
- 🌍 Commodity0.34%
- 🇩🇪 Xetra ETFs0.29%
- 🌍 Digital Currency0.22%
- 🌍 FX0.17%
- 🇦🇪 Dubai Financial Market0.08%
- Abu Dhabi0.08%
- 🇭🇰 Hong Kong Exchanges0.02%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States29.71%
- 🇫🇷 France4.76%
- 🇩🇪 Germany4.29%
- 🇰🇷 South Korea3.69%
- 🇬🇧 United Kingdom2.3%
- 🇳🇱 Netherlands1.83%
- 🇮🇹 Italy1.8%
- 🇨🇭 Switzerland1.8%
- 🇪🇸 Spain1.08%
- 🇩🇰 Denmark0.52%
- 🇱🇺 Luxembourg0.49%
- 🇨🇳 China0.47%
- 🇨🇦 Canada0.06%
Dividends
Dividend Yield
1.77%
12 out of 13 instruments pay dividend.
15 dividend payments in the next 30 days.
Highest Dividend: $VIE.PA (4.53%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 EuropeEconomy | 0.57% | 3.37% | - |
 AOK | 0.55% | 3.28% | - |
 ARGT | 0.31% | 1.44% | - |
 VIE.PA | 0.08% | 4.53% | $1.25 |
 SMSN.L | 0.06% | 2.48% | $23.68 |
 Wise_woman | 0.06% | 1.16% | - |
 PKX | 0.04% | 3.62% | $1.56 |
 Jonny1983 | 0.04% | 0.66% | - |
 META | 0.04% | 0.4% | $1 |
 RobertMERC | 0.01% | 1.1% | - |
 MSFT | 0% | 0.88% | $3 |
 VWS.CO | 0% | 0.63% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 CAT (RobertMERC) | Ex-Dividend | Apr 21, 2025 | $1.41 |
 AIR.PA (EuropeEconomy) | Ex-Dividend | Apr 22, 2025 | $1.04 |
 DG.PA (EuropeEconomy) | Ex-Dividend | Apr 22, 2025 | $4.21 |
 UCG.MI (EuropeEconomy) | Ex-Dividend | Apr 22, 2025 | $1.52 |
 QQQ (Wise_woman) | Pay Day | Apr 24, 2025 | $0.72 |
AIR.PA (EuropeEconomy) | Pay Day | Apr 24, 2025 | $1.04 |
DG.PA (EuropeEconomy) | Pay Day | Apr 24, 2025 | $4.21 |
 MC.PA (EuropeEconomy) | Ex-Dividend | Apr 24, 2025 | $8.54 |
UCG.MI (EuropeEconomy) | Pay Day | Apr 24, 2025 | $1.52 |
 INGA.NV (EuropeEconomy) | Ex-Dividend | Apr 24, 2025 | $0.74 |
 ENGI.PA (EuropeEconomy) | Ex-Dividend | Apr 25, 2025 | $1.55 |
 ASML.NV (EuropeEconomy) | Ex-Dividend | Apr 25, 2025 | $2.10 |
MC.PA (EuropeEconomy) | Pay Day | Apr 28, 2025 | $8.54 |
ENGI.PA (EuropeEconomy) | Pay Day | Apr 29, 2025 | $1.55 |
 SAN.MC (EuropeEconomy) | Ex-Dividend | Apr 29, 2025 | $0.11 |
INGA.NV (EuropeEconomy) | Pay Day | May 2, 2025 | $0.74 |
SAN.MC (EuropeEconomy) | Pay Day | May 2, 2025 | $0.11 |
 CS.PA (EuropeEconomy) | Ex-Dividend | May 5, 2025 | $2.25 |
ASML.NV (EuropeEconomy) | Pay Day | May 6, 2025 | $2.10 |
CS.PA (EuropeEconomy) | Pay Day | May 7, 2025 | $2.25 |
 AXP (Jonny1983) | Pay Day | May 9, 2025 | $0.82 |
 MA (Jonny1983) | Pay Day | May 9, 2025 | $0.76 |
VIE.PA | Ex-Dividend | May 12, 2025 | $1.47 |
 NUE (Wise_woman) | Pay Day | May 12, 2025 | $0.55 |
VIE.PA | Pay Day | May 14, 2025 | $1.47 |
 SAP.DE (EuropeEconomy) | Ex-Dividend | May 14, 2025 | $2.35 |
MSFT | Ex-Dividend | May 15, 2025 | $0.83 |
MSFT (Jonny1983) | Ex-Dividend | May 15, 2025 | $0.83 |
SAP.DE (EuropeEconomy) | Pay Day | May 16, 2025 | $2.35 |
 ADS.DE (EuropeEconomy) | Ex-Dividend | May 16, 2025 | $2.19 |
 0700.HK (Jonny1983) | Ex-Dividend | May 16, 2025 | $0.58 |
 BNP.PA (EuropeEconomy) | Ex-Dividend | May 19, 2025 | $4.95 |
 ISP.MI (EuropeEconomy) | Ex-Dividend | May 19, 2025 | $0.18 |
CAT (RobertMERC) | Pay Day | May 20, 2025 | $1.41 |
ADS.DE (EuropeEconomy) | Pay Day | May 20, 2025 | $2.19 |
BNP.PA (EuropeEconomy) | Pay Day | May 21, 2025 | $4.95 |
ISP.MI (EuropeEconomy) | Pay Day | May 21, 2025 | $0.18 |
0700.HK (Jonny1983) | Pay Day | May 30, 2025 | $0.58 |
 MOS (RobertMERC) | Ex-Dividend | Jun 5, 2025 | $0.22 |
 TIP (Jonny1983) | Pay Day | Jun 7, 2025 | $0.73 |
MSFT | Pay Day | Jun 12, 2025 | $0.83 |
MSFT (Jonny1983) | Pay Day | Jun 12, 2025 | $0.83 |
 FXI (Wise_woman) | Pay Day | Jun 17, 2025 | $0.08 |
MOS (RobertMERC) | Pay Day | Jun 19, 2025 | $0.22 |
 TTE.PA (EuropeEconomy) | Ex-Dividend | Jun 19, 2025 | $0.88 |
 TRN.MI (Jonny1983) | Ex-Dividend | Jun 23, 2025 | $0.30 |
TRN.MI (Jonny1983) | Pay Day | Jun 25, 2025 | $0.30 |
TTE.PA (EuropeEconomy) | Pay Day | Jul 1, 2025 | $0.88 |
 VOOV (Wise_woman) | Pay Day | Jul 2, 2025 | $0.99 |
 ENEL.MI (EuropeEconomy) | Ex-Dividend | Jul 21, 2025 | $0.28 |
ENEL.MI (EuropeEconomy) | Pay Day | Jul 23, 2025 | $0.28 |
 KWEB (Wise_woman) | Pay Day | Dec 18, 2025 | $1.02 |
Performance Metrics
Score 2.6/10
Beta
0.68
0.68
0
0.8
1.2
0
2
Sharpe Ratio
0.02
0.02
0
0.5
1
1.5
1.5
Sortino Ratio
0.03
0.03
0
1
2
3
3
Jensen's Alpha
-3.26
-3.26
-4
0
2
4.5
4.5
Omega Ratio
0.73
0.73
0
1
1.5
2.5
2.5
Treynor Ratio
0.04
0.04
0
0.75
1.25
2
2
Information Ratio
-0.4
-0.4
-1
0.3
0.6
1
1
Calmar Ratio
0.13
0.13
0
0.3
0.6
1
1
Beta
0.68
0.68
0
0.8
1.2
0
2
Sharpe Ratio
0.02
0.02
0
0.5
1
1.5
1.5
Sortino Ratio
0.03
0.03
0
1
2
3
3
Jensen's Alpha
-3.26
-3.26
-4
0
2
4.5
4.5
Omega Ratio
0.73
0.73
0
1
1.5
2.5
2.5
Treynor Ratio
0.04
0.04
0
0.75
1.25
2
2
Information Ratio
-0.4
-0.4
-1
0.3
0.6
1
1
Calmar Ratio
0.13
0.13
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
32.35
High:
TSLA
118.42TSLALow:
SMSN.L
10.63SMSN.LDetails
PEG Ratio
45.18
High:
MSFT
239.3MSFTLow:
VWS.CO
4.35VWS.CODetails
Price/Book
6.81
High:TSLA
10.65TSLALow:
PKX
0.36PKXDetails
Price/Sales
6.97
High:MSFT
10.49MSFTLow:PKX
0.25PKXDetails
Price/CF
24.01
High:TSLA
95.18TSLALow:PKX
2.66PKXDetails
Price/FCF
53.75
High:TSLA
396.62TSLALow:PKX
6.32PKXDetails
P/E Ratio
32.35
High:TSLA
118.42TSLALow:SMSN.L
10.63SMSN.LDetails
PEG Ratio
45.18
High:MSFT
239.3MSFTLow:VWS.CO
4.35VWS.CODetails
Price/Book
6.81
High:TSLA
10.65TSLALow:PKX
0.36PKXDetails
Price/Sales
6.97
High:MSFT
10.49MSFTLow:PKX
0.25PKXDetails
Price/CF
24.01
High:TSLA
95.18TSLALow:PKX
2.66PKXDetails
Price/FCF
53.75
High:TSLA
396.62TSLALow:PKX
6.32PKXDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-24.95% | Apr 2022 | Sep 2024 | 29 |
-12.87% | Feb 2025 | - | 3 |
-2.57% | Oct 2024 | Nov 2024 | 1 |