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+8.64%
This Month
+13.3%
Year To Date
+22.92%
2 Years
+22.92%
5 Years
+22.92%
10 Years
+22.92%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash26.06%
- 🖥️ Technology Services22.78%
- 👥 Copy Trading18.82%
- 💰 Finance17.39%
- 🪨 Non Energy Minerals14.45%
- 🍞 Consumer Non Durables0.05%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq34.36%
- 🇺🇸 NYSE23.4%
- 🇧🇪 Euronext Brussels14.45%
- 🇩🇪 Xetra ETFs0.6%
- 🇩🇪 FRA0.44%
- 🇳🇱 Euronext Amsterdam0.2%
- 🇫🇷 Euronext Paris0.05%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States34.06%
- 🇮🇱 Israel23.24%
- 🇧🇪 Belgium14.45%
- 🇩🇪 Germany0.44%
- 🇹🇼 Taiwan0.3%
- 🇨🇾 Cyprus0.2%
- 🇩🇰 Denmark0.16%
- 🇫🇷 France0.05%
Dividends
Dividend Yield
0.42%
3 out of 5 instruments pay dividend.
13 dividend payments in the next 30 days.
Highest Dividend: $MC.PA (2.69%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 TITC.BR | 0.23% | 1.58% | - |
 Eugene_sofoklaio | 0.19% | 0.99% | - |
 MC.PA | 0% | 2.69% | $13 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 V (Eugene_sofoklaio) | Pay Day | Jun 1, 2026 | $0.67 |
 F (Eugene_sofoklaio) | Pay Day | Jun 1, 2026 | $0.15 |
 LMT (Eugene_sofoklaio) | Ex-Dividend | Jun 1, 2026 | $3.45 |
 GS (Eugene_sofoklaio) | Ex-Dividend | Jun 1, 2026 | $4.50 |
 MCD (Eugene_sofoklaio) | Ex-Dividend | Jun 2, 2026 | $1.86 |
 NVDA (Eugene_sofoklaio) | Ex-Dividend | Jun 4, 2026 | $0.25 |
 BAC (Eugene_sofoklaio) | Ex-Dividend | Jun 5, 2026 | $0.28 |
 GOOG (Eugene_sofoklaio) | Ex-Dividend | Jun 8, 2026 | $0.22 |
 JNJ (Eugene_sofoklaio) | Pay Day | Jun 9, 2026 | $1.34 |
 CVX.US (Eugene_sofoklaio) | Pay Day | Jun 10, 2026 | $1.78 |
 IBM (Eugene_sofoklaio) | Pay Day | Jun 10, 2026 | $1.69 |
 MSFT (Eugene_sofoklaio) | Pay Day | Jun 11, 2026 | $0.91 |
 TMUS (Eugene_sofoklaio) | Pay Day | Jun 11, 2026 | $1.02 |
 TSM (Eugene_sofoklaio) | Ex-Dividend | Jun 11, 2026 | $0.95 |
GOOG (Eugene_sofoklaio) | Pay Day | Jun 15, 2026 | $0.22 |
MCD (Eugene_sofoklaio) | Pay Day | Jun 16, 2026 | $1.86 |
BAC (Eugene_sofoklaio) | Pay Day | Jun 26, 2026 | $0.28 |
LMT (Eugene_sofoklaio) | Pay Day | Jun 26, 2026 | $3.45 |
NVDA (Eugene_sofoklaio) | Pay Day | Jun 26, 2026 | $0.25 |
GS (Eugene_sofoklaio) | Pay Day | Jun 29, 2026 | $4.50 |
 DIS (Eugene_sofoklaio) | Ex-Dividend | Jun 30, 2026 | $0.75 |
TITC.BR | Ex-Dividend | Jul 1, 2026 | $1.29 |
 JPM (Eugene_sofoklaio) | Ex-Dividend | Jul 6, 2026 | $1.50 |
TITC.BR | Pay Day | Jul 7, 2026 | $1.29 |
TSM (Eugene_sofoklaio) | Pay Day | Jul 9, 2026 | $0.95 |
DIS (Eugene_sofoklaio) | Pay Day | Jul 22, 2026 | $0.75 |
JPM (Eugene_sofoklaio) | Pay Day | Jul 31, 2026 | $1.50 |
Performance Metrics
Score 5.9/10
Beta
-0.21
-0.21
-1
0.8
1.2
-1
2
Sharpe Ratio
0.67
0.67
0
0.5
1
1.5
1.5
Sortino Ratio
1.12
1.12
0
1
2
3
3
Jensen's Alpha
12.92
12.92
-2
0
2
13
13
Omega Ratio
1.19
1.19
0
1
1.5
2.5
2.5
Treynor Ratio
-4.43
-4.43
-5
0.75
1.25
2
2
Information Ratio
0.24
0.24
0
0.3
0.6
1
1
Calmar Ratio
1.19
1.19
0
0.3
0.6
2
2
Beta
-0.21
-0.21
-1
0.8
1.2
-1
2
Sharpe Ratio
0.67
0.67
0
0.5
1
1.5
1.5
Sortino Ratio
1.12
1.12
0
1
2
3
3
Jensen's Alpha
12.92
12.92
-2
0
2
13
13
Omega Ratio
1.19
1.19
0
1
1.5
2.5
2.5
Treynor Ratio
-4.43
-4.43
-5
0.75
1.25
2
2
Information Ratio
0.24
0.24
0
0.3
0.6
1
1
Calmar Ratio
1.19
1.19
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
14.4
High:MC.PA
21.46MC.PALow:TITC.BR
14.02TITC.BRDetails
PEG Ratio
68.84
High:
ETOR
68.84ETORLow:ETOR
68.84ETORDetails
Price/Book
1.44
High:MC.PA
3.45MC.PALow:
BRK.B
1.43BRK.BDetails
Price/Sales
2.77
High:ETOR
3.91ETORLow:TITC.BR
1.35TITC.BRDetails
Price/CF
22.59
High:BRK.B
22.72BRK.BLow:ETOR
9.24ETORDetails
Price/FCF
42.7
High:BRK.B
43.3BRK.BLow:ETOR
9.45ETORDetails
P/E Ratio
14.4
High:MC.PA
21.46MC.PALow:TITC.BR
14.02TITC.BRDetails
PEG Ratio
68.84
High:ETOR
68.84ETORLow:ETOR
68.84ETORDetails
Price/Book
1.44
High:MC.PA
3.45MC.PALow:BRK.B
1.43BRK.BDetails
Price/Sales
2.77
High:ETOR
3.91ETORLow:TITC.BR
1.35TITC.BRDetails
Price/CF
22.59
High:BRK.B
22.72BRK.BLow:ETOR
9.24ETORDetails
Price/FCF
42.7
High:BRK.B
43.3BRK.BLow:ETOR
9.45ETORDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-12.09% | Dec 2025 | May 2026 | 5 |
-0.9% | Oct 2025 | Nov 2025 | 1 |