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0%
This Month
-6.19%
Year To Date
-0.43%
2 Years
+20.9%
5 Years
-12.71%
10 Years
-2.87%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🛠️ Producer Manufacturing19.18%
- 👥 Copy Trading15.4%
- 🪙 Cryptocurrencies13.55%
- 💵 Cash10.68%
- 🧬 Health Technology6.32%
- 💇♀️ Consumer Services5.7%
- 🖥️ Technology Services5.11%
- 🧩 Miscellaneous4.64%
- 💻 Electronic Technology4.49%
- 🌾 Commodities4.34%
- 🚗 Consumer Durables3.8%
- 🚚 Transportation3.07%
- 📊 ETFs2.43%
- 🍞 Consumer Non Durables1.31%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE36.08%
- 🇺🇸 Nasdaq30.32%
- 🌍 Digital Currency13.55%
- 🌍 Commodity4.34%
- 🇬🇧 LSE1.9%
- 🇮🇹 Borsa Italiana1.63%
- 🇫🇷 Euronext Paris0.57%
- 🇭🇰 Hong Kong Exchanges0.38%
- 🇳🇴 Oslo Stock Exchange0.17%
- Abu Dhabi0.09%
- 🇦🇺 Sydney0.08%
- 🇨🇭 SIX0.07%
- 🇩🇰 Copenhagen Stock Exchange0.05%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States56.05%
- 🇨🇦 Canada2.1%
- 🇮🇹 Italy1.8%
- 🇬🇧 United Kingdom0.83%
- 🇺🇾 Uruguay0.7%
- 🇫🇷 France0.48%
- 🇨🇳 China0.27%
- 🇧🇷 Brazil0.18%
- 🇳🇴 Norway0.17%
- 🇧🇲 Bermuda0.09%
- 🇳🇱 Netherlands0.08%
- 🇦🇺 Australia0.08%
- 🇨🇭 Switzerland0.07%
- 🇭🇰 Hong Kong0.06%
- 🇩🇰 Denmark0.05%
Dividends
Dividend Yield
0.6%
21 out of 38 instruments pay dividend.
10 dividend payments in the next 30 days.
Highest Dividend: $MRK (2.84%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 OilWorldWide | 0.15% | 2.53% | - |
 MRK | 0.05% | 2.84% | $3.04 |
 TKO | 0.05% | 1.5% | $0.48 |
 CHRW | 0.04% | 1.36% | $2.44 |
 SBUX | 0.04% | 2.48% | $2.24 |
 LuxuryBrands | 0.04% | 1.76% | - |
 JNJ | 0.03% | 2.25% | $4.81 |
 ADI.US | 0.03% | 1.07% | $3.56 |
 SPY | 0.02% | 1.04% | - |
 GEV | 0.02% | 0.15% | - |
 PCAR | 0.02% | 1.03% | $1.11 |
 GoldWorldWide | 0.02% | 0.71% | - |
 SpaceTech | 0.02% | 0.51% | - |
 DLG.MI | 0.01% | 2.43% | $0.67 |
 LTMC.MI | 0.01% | 1.66% | $0.26 |
 DLO | 0.01% | 1.43% | - |
 QQQ | 0.01% | 0.43% | - |
 META | 0.01% | 0.31% | $1 |
 AMAT | 0.01% | 0.49% | $1.44 |
 YOU | 0.01% | 0.93% | $0.35 |
 Magnificent-7 | 0.01% | 0.27% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 OR.PA (LuxuryBrands) | Pay Day | May 4, 2026 | $8.55 |
 EL.PA (LuxuryBrands) | Ex-Dividend | May 5, 2026 | $4.77 |
 RACE (LuxuryBrands) | Pay Day | May 5, 2026 | $4.27 |
 EQT (OilWorldWide) | Ex-Dividend | May 6, 2026 | $0.17 |
 6181.HK (LuxuryBrands) | Ex-Dividend | May 12, 2026 | $1.74 |
 EQNR.OL (OilWorldWide) | Ex-Dividend | May 13, 2026 | $0.39 |
SBUX | Ex-Dividend | May 15, 2026 | $0.62 |
 TRGP (OilWorldWide) | Pay Day | May 15, 2026 | $1.25 |
LTMC.MI | Ex-Dividend | May 18, 2026 | $0.51 |
DLG.MI | Ex-Dividend | May 18, 2026 | $0.97 |
 MONC.MI (LuxuryBrands) | Ex-Dividend | May 18, 2026 | $1.65 |
 PSX (OilWorldWide) | Ex-Dividend | May 18, 2026 | $1.27 |
LTMC.MI | Pay Day | May 20, 2026 | $0.51 |
DLG.MI | Pay Day | May 20, 2026 | $0.97 |
MONC.MI (LuxuryBrands) | Pay Day | May 20, 2026 | $1.65 |
 01928.HK (LuxuryBrands) | Ex-Dividend | May 20, 2026 | $0.06 |
AMAT | Ex-Dividend | May 21, 2026 | $0.53 |
 MSFT (Magnificent-7) | Ex-Dividend | May 21, 2026 | $0.91 |
JNJ | Ex-Dividend | May 26, 2026 | $1.34 |
DLO | Ex-Dividend | May 27, 2026 | $0.19 |
EQNR.OL (OilWorldWide) | Pay Day | May 27, 2026 | $0.39 |
SBUX | Pay Day | May 29, 2026 | $0.62 |
PSX (OilWorldWide) | Pay Day | Jun 1, 2026 | $1.27 |
EQT (OilWorldWide) | Pay Day | Jun 1, 2026 | $0.17 |
EL.PA (LuxuryBrands) | Pay Day | Jun 3, 2026 | $4.77 |
 1818.HK (GoldWorldWide) | Ex-Dividend | Jun 3, 2026 | $0.01 |
 DGE.L (LuxuryBrands) | Pay Day | Jun 4, 2026 | $0.20 |
JNJ | Pay Day | Jun 9, 2026 | $1.34 |
DLO | Pay Day | Jun 10, 2026 | $0.19 |
AMAT | Pay Day | Jun 11, 2026 | $0.53 |
MSFT (Magnificent-7) | Pay Day | Jun 11, 2026 | $0.91 |
01928.HK (LuxuryBrands) | Pay Day | Jun 12, 2026 | $0.06 |
1818.HK (GoldWorldWide) | Pay Day | Jun 30, 2026 | $0.01 |
 TTE.PA (OilWorldWide) | Ex-Dividend | Jun 30, 2026 | $1.01 |
TTE.PA (OilWorldWide) | Pay Day | Jul 2, 2026 | $1.01 |
6181.HK (LuxuryBrands) | Pay Day | Jul 8, 2026 | $1.74 |
 RI.PA (LuxuryBrands) | Ex-Dividend | Jul 22, 2026 | $2.77 |
RI.PA (LuxuryBrands) | Pay Day | Jul 24, 2026 | $2.77 |
Performance Metrics
Score 2.3/10
Beta
1.95
1.95
0
0.8
1.2
0
2
Sharpe Ratio
0.06
0.06
0
0.5
1
1.5
1.5
Sortino Ratio
0.08
0.08
0
1
2
3
3
Jensen's Alpha
-12.92
-12.92
-13
0
2
4.5
4.5
Omega Ratio
0.85
0.85
0
1
1.5
2.5
2.5
Treynor Ratio
0.1
0.1
0
0.75
1.25
2
2
Information Ratio
-0.19
-0.19
-1
0.3
0.6
1
1
Calmar Ratio
-0.04
-0.04
-1
0.3
0.6
1
1
Beta
1.95
1.95
0
0.8
1.2
0
2
Sharpe Ratio
0.06
0.06
0
0.5
1
1.5
1.5
Sortino Ratio
0.08
0.08
0
1
2
3
3
Jensen's Alpha
-12.92
-12.92
-13
0
2
4.5
4.5
Omega Ratio
0.85
0.85
0
1
1.5
2.5
2.5
Treynor Ratio
0.1
0.1
0
0.75
1.25
2
2
Information Ratio
-0.19
-0.19
-1
0.3
0.6
1
1
Calmar Ratio
-0.04
-0.04
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
51.41
High:
TSLA
364.78TSLALow:
INTC
-836.39INTCDetails
PEG Ratio
45.68
High:
CMG
1,310.69CMGLow:INTC
-851.7INTCDetails
Price/Book
10.6
High:YOU
29.34YOULow:SBUX
-13.58SBUXDetails
Price/Sales
8.25
High:
CRWD
22.74CRWDLow:CHRW
1.37CHRWDetails
Price/CF
27.47
High:TSLA
107.92TSLALow:YOU
9.4YOUDetails
Price/FCF
64.49
High:SBUX
1,256.06SBUXLow:
EXEL
13.75EXELDetails
P/E Ratio
51.41
High:TSLA
364.78TSLALow:INTC
-836.39INTCDetails
PEG Ratio
45.68
High:CMG
1,310.69CMGLow:INTC
-851.7INTCDetails
Price/Book
10.6
High:YOU
29.34YOULow:SBUX
-13.58SBUXDetails
Price/Sales
8.25
High:CRWD
22.74CRWDLow:CHRW
1.37CHRWDetails
Price/CF
27.47
High:TSLA
107.92TSLALow:YOU
9.4YOUDetails
Price/FCF
64.49
High:SBUX
1,256.06SBUXLow:EXEL
13.75EXELDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-59.99% | May 2021 | Nov 2024 | 42 |
-23.3% | Feb 2025 | - | 15 |
-2.85% | Dec 2024 | Jan 2025 | 1 |