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+1.57%
This Month
-0.93%
Year To Date
+28.09%
2 Years
+36.27%
5 Years
+36.27%
10 Years
+8.22%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs32.98%
- 👥 Copy Trading31.74%
- 🚗 Consumer Durables14.59%
- 💵 Cash9.65%
- 🖥️ Technology Services9.09%
- ⚡ Utilities1.64%
- 🪨 Non Energy Minerals1.19%
- 🛠️ Producer Manufacturing0.37%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE38.59%
- 🇺🇸 Nasdaq30.96%
- 🇫🇷 Euronext Paris5.41%
- 🇬🇧 LSE4.89%
- 🇩🇪 FRA2.64%
- 🇮🇹 Borsa Italiana1.98%
- 🇳🇱 Euronext Amsterdam1.27%
- 🇪🇸 Bolsa De Madrid0.94%
- 🇨🇭 SIX0.81%
- 🇩🇪 Xetra ETFs0.73%
- 🇩🇰 Copenhagen Stock Exchange0.7%
- 🇧🇪 Euronext Brussels0.47%
- Abu Dhabi0.41%
- 🌍 Digital Currency0.15%
- 🇳🇴 Oslo Stock Exchange0.08%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States31.74%
- 🇫🇷 France5.03%
- 🇬🇧 United Kingdom2.83%
- 🇩🇪 Germany2.64%
- 🇮🇹 Italy2.36%
- 🇳🇱 Netherlands2%
- 🇨🇭 Switzerland1.71%
- 🇰🇷 South Korea1.19%
- 🇪🇸 Spain0.94%
- 🇩🇰 Denmark0.7%
- 🇧🇪 Belgium0.47%
- 🇸🇪 Sweden0.29%
- 🇨🇳 China0.13%
- 🇳🇴 Norway0.08%
- 🇮🇱 Israel0.07%
Dividends
Dividend Yield
0.62%
9 out of 12 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $VIE.PA (4.28%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 EuropeEconomy | 0.4% | 2.41% | - |
 VIE.PA | 0.07% | 4.28% | $1.25 |
 META | 0.03% | 0.36% | $1 |
 RobertMERC | 0.03% | 2.57% | - |
 Wise_woman | 0.03% | 0.5% | - |
 Jonny1983 | 0.03% | 0.36% | - |
 PKX | 0.02% | 1.67% | $1.56 |
 MSFT | 0% | 0.73% | $3 |
 VWS.CO | 0% | 0.42% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 EQNR.OL (RobertMERC) | Ex-Dividend | Aug 13, 2026 | $0.39 |
 GLEN.L (EuropeEconomy) | Ex-Dividend | Aug 26, 2026 | $0.09 |
EQNR.OL (RobertMERC) | Pay Day | Aug 27, 2026 | $0.39 |
 CFR.ZU (EuropeEconomy) | Ex-Dividend | Sep 16, 2026 | $4.20 |
GLEN.L (EuropeEconomy) | Pay Day | Sep 18, 2026 | $0.09 |
CFR.ZU (EuropeEconomy) | Pay Day | Sep 21, 2026 | $4.20 |
Performance Metrics
Score 3.3/10
Beta
0.65
0.65
0
0.8
1.2
0
2
Sharpe Ratio
0.25
0.25
0
0.5
1
1.5
1.5
Sortino Ratio
0.38
0.38
0
1
2
3
3
Jensen's Alpha
-3.32
-3.32
-4
0
2
4.5
4.5
Omega Ratio
0.65
0.65
0
1
1.5
2.5
2.5
Treynor Ratio
0.48
0.48
0
0.75
1.25
2
2
Information Ratio
-0.58
-0.58
-1
0.3
0.6
1
1
Calmar Ratio
0.28
0.28
0
0.3
0.6
1
1
Beta
0.65
0.65
0
0.8
1.2
0
2
Sharpe Ratio
0.25
0.25
0
0.5
1
1.5
1.5
Sortino Ratio
0.38
0.38
0
1
2
3
3
Jensen's Alpha
-3.32
-3.32
-4
0
2
4.5
4.5
Omega Ratio
0.65
0.65
0
1
1.5
2.5
2.5
Treynor Ratio
0.48
0.48
0
0.75
1.25
2
2
Information Ratio
-0.58
-0.58
-1
0.3
0.6
1
1
Calmar Ratio
0.28
0.28
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
53.65
High:
TSLA
372.52TSLALow:VIE.PA
21.73VIE.PADetails
PEG Ratio
357.48
High:META
401.05METALow:VWS.CO
52.94VWS.CODetails
Price/Book
10.77
High:TSLA
18.2TSLALow:PKX
0.43PKXDetails
Price/Sales
10.52
High:TSLA
14.74TSLALow:PKX
0.32PKXDetails
Price/CF
23.71
High:TSLA
79.58TSLALow:VIE.PA
4.8VIE.PADetails
Price/FCF
66.3
High:TSLA
187.89TSLALow:PKX
6.32PKXDetails
P/E Ratio
53.65
High:TSLA
372.52TSLALow:VIE.PA
21.73VIE.PADetails
PEG Ratio
357.48
High:META
401.05METALow:VWS.CO
52.94VWS.CODetails
Price/Book
10.77
High:TSLA
18.2TSLALow:PKX
0.43PKXDetails
Price/Sales
10.52
High:TSLA
14.74TSLALow:PKX
0.32PKXDetails
Price/CF
23.71
High:TSLA
79.58TSLALow:VIE.PA
4.8VIE.PADetails
Price/FCF
66.3
High:TSLA
187.89TSLALow:PKX
6.32PKXDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-24.95% | Apr 2022 | Sep 2024 | 29 |
-10.39% | Feb 2025 | Aug 2025 | 6 |
-7.12% | Jun 2026 | - | 3 |
-5.69% | Feb 2026 | May 2026 | 3 |
-2.57% | Oct 2024 | Nov 2024 | 1 |
-1.83% | Nov 2025 | Dec 2025 | 1 |