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-4.58%
This Month
-7.59%
Year To Date
+1.05%
2 Years
+26.51%
5 Years
-14.01%
10 Years
-3.13%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash25.96%
- 👥 Copy Trading16.97%
- 🪙 Cryptocurrencies10.47%
- 🧬 Health Technology6.22%
- 💇♀️ Consumer Services5.89%
- 🧩 Miscellaneous5.21%
- 🚚 Transportation5.03%
- 🛠️ Producer Manufacturing4.45%
- 🌾 Commodities4.03%
- 🛍️ Retail Trade3.08%
- 💻 Electronic Technology2.88%
- 🖥️ Technology Services2.68%
- 📊 ETFs2.67%
- 🍞 Consumer Non Durables1.74%
- ❓ Other0.9%
- 🚗 Consumer Durables0.78%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq27.55%
- 🇺🇸 NYSE25.34%
- 🌍 Digital Currency10.47%
- 🌍 Commodity4.03%
- 🇬🇧 LSE1.62%
- 🇮🇹 Borsa Italiana1.02%
- 🇫🇷 Euronext Paris0.59%
- 🇭🇰 Hong Kong Exchanges0.29%
- 🇳🇴 Oslo Stock Exchange0.15%
- Abu Dhabi0.1%
- 🇨🇭 SIX0.09%
- 🇪🇸 Bolsa De Madrid0.09%
- 🇦🇺 Sydney0.07%
- 🇩🇰 Copenhagen Stock Exchange0.07%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States41.57%
- 🇨🇦 Canada1.96%
- 🇮🇹 Italy1.2%
- 🇬🇧 United Kingdom0.68%
- 🇫🇷 France0.49%
- 🇨🇳 China0.19%
- 🇳🇴 Norway0.15%
- 🇧🇷 Brazil0.15%
- 🇧🇲 Bermuda0.12%
- 🇳🇱 Netherlands0.1%
- 🇨🇭 Switzerland0.09%
- 🇪🇸 Spain0.09%
- 🇦🇺 Australia0.07%
- 🇩🇰 Denmark0.07%
- 🇭🇰 Hong Kong0.05%
Dividends
Dividend Yield
0.61%
19 out of 35 instruments pay dividend.
23 dividend payments in the next 30 days.
Highest Dividend: OilWorldWide (2.74%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 OilWorldWide | 0.15% | 2.74% | - |
 MRK | 0.06% | 2.61% | $3.04 |
 TKO | 0.06% | 1.44% | $0.48 |
 CHRW | 0.05% | 1.4% | $2.44 |
 LuxuryBrands | 0.04% | 1.89% | - |
 SBUX | 0.04% | 2.36% | $2.24 |
 JNJ | 0.04% | 2.06% | $4.81 |
 ADI.US | 0.03% | 1.08% | $3.56 |
 SPY | 0.03% | 1.01% | - |
 PCAR | 0.02% | 1.11% | $1.11 |
 GoldWorldWide | 0.02% | 1.01% | - |
 SpaceTech | 0.02% | 0.57% | - |
 DLG.MI | 0.02% | 2.32% | $0.67 |
 QQQ | 0.01% | 0.4% | - |
 META | 0.01% | 0.38% | $1 |
 AMAT | 0.01% | 0.32% | $1.44 |
 YOU | 0.01% | 1% | $0.35 |
 Magnificent-7 | 0.01% | 0.31% | - |
 Lumina-AI-WACYEA | 0% | 0.01% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 WMB (OilWorldWide) | Pay Day | Jun 29, 2026 | $0.53 |
 SHEL.L (OilWorldWide) | Pay Day | Jun 29, 2026 | $0.39 |
 HLT (LuxuryBrands) | Pay Day | Jun 30, 2026 | $0.15 |
 MAR (LuxuryBrands) | Pay Day | Jun 30, 2026 | $0.73 |
 1818.HK (GoldWorldWide) | Pay Day | Jun 30, 2026 | $0.01 |
 TTE.PA (OilWorldWide) | Ex-Dividend | Jun 30, 2026 | $1.01 |
 DVN (OilWorldWide) | Pay Day | Jun 30, 2026 | $0.32 |
 CVE (OilWorldWide) | Pay Day | Jun 30, 2026 | $0.16 |
 TRP (OilWorldWide) | Ex-Dividend | Jun 30, 2026 | $0.65 |
 LDOS (SpaceTech) | Pay Day | Jun 30, 2026 | $0.43 |
 IRDM (SpaceTech) | Pay Day | Jun 30, 2026 | $0.15 |
CHRW | Pay Day | Jul 2, 2026 | $0.63 |
 RCL (LuxuryBrands) | Pay Day | Jul 2, 2026 | $1.50 |
 RGLD (GoldWorldWide) | Ex-Dividend | Jul 2, 2026 | $0.47 |
TTE.PA (OilWorldWide) | Pay Day | Jul 2, 2026 | $1.01 |
 REP.MC (OilWorldWide) | Ex-Dividend | Jul 6, 2026 | $0.59 |
 CW (SpaceTech) | Pay Day | Jul 6, 2026 | $0.26 |
MRK | Pay Day | Jul 8, 2026 | $0.85 |
 6181.HK (LuxuryBrands) | Pay Day | Jul 8, 2026 | $1.76 |
REP.MC (OilWorldWide) | Pay Day | Jul 8, 2026 | $0.59 |
 SLB (OilWorldWide) | Pay Day | Jul 9, 2026 | $0.29 |
 RL (LuxuryBrands) | Pay Day | Jul 10, 2026 | $1.00 |
 OXY (OilWorldWide) | Pay Day | Jul 15, 2026 | $0.26 |
 KBR (SpaceTech) | Pay Day | Jul 15, 2026 | $0.17 |
 APH (SpaceTech) | Pay Day | Jul 15, 2026 | $0.25 |
RGLD (GoldWorldWide) | Pay Day | Jul 16, 2026 | $0.47 |
 EOG (OilWorldWide) | Ex-Dividend | Jul 17, 2026 | $1.02 |
 RI.PA (LuxuryBrands) | Ex-Dividend | Jul 22, 2026 | $2.77 |
RI.PA (LuxuryBrands) | Pay Day | Jul 24, 2026 | $2.77 |
EOG (OilWorldWide) | Pay Day | Jul 31, 2026 | $1.02 |
TRP (OilWorldWide) | Pay Day | Jul 31, 2026 | $0.65 |
 EQNR.OL (OilWorldWide) | Ex-Dividend | Aug 13, 2026 | $0.39 |
EQNR.OL (OilWorldWide) | Pay Day | Aug 27, 2026 | $0.39 |
 CFR.ZU (LuxuryBrands) | Ex-Dividend | Sep 16, 2026 | $4.20 |
CFR.ZU (LuxuryBrands) | Pay Day | Sep 21, 2026 | $4.20 |
Performance Metrics
Score 2.3/10
Beta
1.8
1.8
0
0.8
1.2
0
2
Sharpe Ratio
0.05
0.05
0
0.5
1
1.5
1.5
Sortino Ratio
0.08
0.08
0
1
2
3
3
Jensen's Alpha
-14.91
-14.91
-15
0
2
4.5
4.5
Omega Ratio
0.81
0.81
0
1
1.5
2.5
2.5
Treynor Ratio
0.1
0.1
0
0.75
1.25
2
2
Information Ratio
-0.25
-0.25
-1
0.3
0.6
1
1
Calmar Ratio
-0.04
-0.04
-1
0.3
0.6
1
1
Beta
1.8
1.8
0
0.8
1.2
0
2
Sharpe Ratio
0.05
0.05
0
0.5
1
1.5
1.5
Sortino Ratio
0.08
0.08
0
1
2
3
3
Jensen's Alpha
-14.91
-14.91
-15
0
2
4.5
4.5
Omega Ratio
0.81
0.81
0
1
1.5
2.5
2.5
Treynor Ratio
0.1
0.1
0
0.75
1.25
2
2
Information Ratio
-0.25
-0.25
-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
28.11
High:SBUX
78.74SBUXLow:DLG.MI
17.42DLG.MIDetails
PEG Ratio
199.66
High:DLG.MI
667.77DLG.MILow:ADI.US
74.54ADI.USDetails
Price/Book
6.33
High:YOU
28.88YOULow:SBUX
-13.89SBUXDetails
Price/Sales
4.4
High:AMAT
18.39AMATLow:CHRW
1.4CHRWDetails
Price/CF
16.32
High:AMAT
41.69AMATLow:DLG.MI
10.26DLG.MIDetails
Price/FCF
82.34
High:SBUX
1,256.06SBUXLow:YOU
14.08YOUDetails
P/E Ratio
28.11
High:SBUX
78.74SBUXLow:DLG.MI
17.42DLG.MIDetails
PEG Ratio
199.66
High:DLG.MI
667.77DLG.MILow:ADI.US
74.54ADI.USDetails
Price/Book
6.33
High:YOU
28.88YOULow:SBUX
-13.89SBUXDetails
Price/Sales
4.4
High:AMAT
18.39AMATLow:CHRW
1.4CHRWDetails
Price/CF
16.32
High:AMAT
41.69AMATLow:DLG.MI
10.26DLG.MIDetails
Price/FCF
82.34
High:SBUX
1,256.06SBUXLow:YOU
14.08YOUDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-59.99% | May 2021 | Nov 2024 | 42 |
-23.44% | Feb 2025 | - | 17 |
-2.85% | Dec 2024 | Jan 2025 | 1 |