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+6.61%
This Month
+2.25%
Year To Date
+37.22%
2 Years
+36.95%
5 Years
-47.83%
10 Years
-6.56%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🧩 Miscellaneous26.74%
- 👥 Copy Trading21.28%
- ⚡ Utilities10.88%
- 🍞 Consumer Non Durables7.96%
- 🖥️ Technology Services7.16%
- 💵 Cash5.74%
- 📦 Distribution Services4.87%
- 🧪 Process Industries3.81%
- 🧬 Health Technology2.86%
- 🛍️ Retail Trade2.63%
- 💼 Commercial Services2.29%
- 💇♀️ Consumer Services1.98%
- 💻 Electronic Technology1.84%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq58%
- 🇺🇸 NYSE19.1%
- 🇫🇷 Euronext Paris12.38%
- 🇩🇪 FRA2.86%
- 🇭🇰 Hong Kong Exchanges1.84%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States41.75%
- 🇫🇷 France12.38%
- 🇬🇧 United Kingdom3.81%
- 🇳🇱 Netherlands2.86%
- 🇨🇳 China1.84%
- 🇮🇱 Israel1.7%
- 🇨🇦 Canada0.76%
- 🇭🇰 Hong Kong0.72%
- 🇨🇾 Cyprus0.6%
- 🇧🇲 Bermuda0.49%
- 🇮🇪 Ireland0.18%
- 🇩🇪 Germany0.17%
- 🇰🇾 Cayman Islands0.17%
Dividends
Dividend Yield
1.03%
12 out of 14 instruments pay dividend.
6 dividend payments in the next 30 days.
Highest Dividend: $VIE.PA (4.23%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 ESLT (Momentum-LS) | Pay Day | Apr 27, 2026 | $1.00 |
 MC.PA | Ex-Dividend | Apr 28, 2026 | $8.60 |
 FAST | Ex-Dividend | Apr 28, 2026 | $0.24 |
MC.PA | Pay Day | Apr 30, 2026 | $8.60 |
 SIMO (Momentum-LS) | Ex-Dividend | May 7, 2026 | $0.50 |
 VIE.PA | Ex-Dividend | May 11, 2026 | $1.77 |
VIE.PA | Pay Day | May 13, 2026 | $1.77 |
 ACN (Momentum-LS) | Pay Day | May 15, 2026 | $1.63 |
 CAT (Momentum-LS) | Pay Day | May 19, 2026 | $1.51 |
 AMAT (Momentum-LS) | Ex-Dividend | May 21, 2026 | $0.53 |
SIMO (Momentum-LS) | Pay Day | May 21, 2026 | $0.50 |
FAST | Pay Day | May 26, 2026 | $0.24 |
AMAT (Momentum-LS) | Pay Day | Jun 11, 2026 | $0.53 |
Performance Metrics
Score 2.5/10
Beta
0.77
0.77
0
0.8
1.2
0
2
Sharpe Ratio
-0.36
-0.36
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.44
-0.44
-1
1
2
3
3
Jensen's Alpha
-14.52
-14.52
-15
0
2
4.5
4.5
Omega Ratio
0.42
0.42
0
1
1.5
2.5
2.5
Treynor Ratio
-0.79
-0.79
-1
0.75
1.25
2
2
Information Ratio
-1.05
-1.05
-2
0.3
0.6
1
1
Calmar Ratio
-0.09
-0.09
-1
0.3
0.6
1
1
Beta
0.77
0.77
0
0.8
1.2
0
2
Sharpe Ratio
-0.36
-0.36
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.44
-0.44
-1
1
2
3
3
Jensen's Alpha
-14.52
-14.52
-15
0
2
4.5
4.5
Omega Ratio
0.42
0.42
0
1
1.5
2.5
2.5
Treynor Ratio
-0.79
-0.79
-1
0.75
1.25
2
2
Information Ratio
-1.05
-1.05
-2
0.3
0.6
1
1
Calmar Ratio
-0.09
-0.09
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
30.42
High:
ETSY
47.29ETSYLow:
PYPL
9.39PYPLDetails
PEG Ratio
204.04
High:
LIN
476.18LINLow:
QIA.DE
4.88QIA.DEDetails
Price/Book
8.62
High:FAST
13.11FASTLow:
WING
-7.34WINGDetails
Price/Sales
7.8
High:
GOOG
10.3GOOGLow:VIE.PA
0.58VIE.PADetails
Price/CF
22.19
High:
NKE
54.38NKELow:VIE.PA
4.8VIE.PADetails
Price/FCF
58.79
High:NKE
947.69NKELow:PYPL
10.09PYPLDetails
P/E Ratio
30.42
High:ETSY
47.29ETSYLow:PYPL
9.39PYPLDetails
PEG Ratio
204.04
High:LIN
476.18LINLow:QIA.DE
4.88QIA.DEDetails
Price/Book
8.62
High:FAST
13.11FASTLow:WING
-7.34WINGDetails
Price/Sales
7.8
High:GOOG
10.3GOOGLow:VIE.PA
0.58VIE.PADetails
Price/CF
22.19
High:NKE
54.38NKELow:VIE.PA
4.8VIE.PADetails
Price/FCF
58.79
High:NKE
947.69NKELow:PYPL
10.09PYPLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-74.59% | Jun 2016 | - | 119 |