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+0.54%
This Month
+1.02%
Year To Date
+38.88%
2 Years
+28.59%
5 Years
+11.12%
10 Years
+1.85%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading59.02%
- 📊 ETFs8.43%
- 💻 Electronic Technology7.12%
- 🖥️ Technology Services4.84%
- 🛠️ Producer Manufacturing4.37%
- 🏭 Industrial Services3.98%
- 💰 Finance2.47%
- 💇♀️ Consumer Services2.13%
- 🪨 Non Energy Minerals1.18%
- 🚗 Consumer Durables1.09%
- 🚚 Transportation1.01%
- ❓ Other0.87%
- 🧬 Health Technology0.71%
- 🛍️ Retail Trade0.69%
- 💵 Cash0.61%
- 📡 Communications0.5%
- 🏥 Health Services0.28%
- ⛏️ Energy Minerals0.24%
- 📦 Distribution Services0.24%
- 💼 Commercial Services0.22%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq44.77%
- 🇺🇸 NYSE37.84%
- 🇬🇧 LSE2.83%
- 🇭🇰 Hong Kong Exchanges2.01%
- 🇫🇷 Euronext Paris1.44%
- Regular Trading Hours - RTH1.34%
- 🇩🇪 FRA1.17%
- 🇳🇱 Euronext Amsterdam0.78%
- 🇮🇹 Borsa Italiana0.77%
- 🌍 Digital Currency0.63%
- 🇩🇪 Xetra ETFs0.48%
- 🇳🇴 Oslo Stock Exchange0.41%
- 🇸🇪 Stockholm Stock Exchange0.39%
- 🇨🇭 SIX0.3%
- 🇦🇺 Sydney0.22%
- 🇪🇸 Bolsa De Madrid0.21%
- Tokyo Stock Exchange0.21%
- 🇺🇸 Chicago Board Options Exchange0.1%
- 🇩🇰 Copenhagen Stock Exchange0.07%
- 🇦🇪 Dubai Financial Market0.01%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States58.81%
- 🇨🇦 Canada3.22%
- 🇬🇧 United Kingdom3.02%
- 🇨🇳 China2.44%
- 🇳🇱 Netherlands1.8%
- 🇫🇷 France1.51%
- 🇩🇪 Germany1.17%
- 🇮🇱 Israel0.94%
- 🇨🇭 Switzerland0.93%
- 🇮🇪 Ireland0.84%
- 🇸🇪 Sweden0.8%
- 🇮🇹 Italy0.8%
- 🇺🇾 Uruguay0.76%
- 🇰🇾 Cayman Islands0.73%
- 🇹🇼 Taiwan0.73%
- 🇯🇵 Japan0.69%
- 🇱🇺 Luxembourg0.68%
- 🇧🇷 Brazil0.63%
- 🇬🇷 Greece0.35%
- 🇩🇰 Denmark0.34%
- 🇸🇬 Singapore0.34%
- 🇳🇴 Norway0.33%
- 🇧🇲 Bermuda0.22%
- 🇪🇸 Spain0.21%
- 🇦🇺 Australia0.2%
- 🇵🇦 Panama0.1%
- 🇦🇷 Argentina0.07%
- 🇲🇽 Mexico0.07%
- 🇮🇳 India0.06%
- 🇦🇪 United Arab Emirates0.04%
- 🇰🇷 South Korea0.04%
- 🇨🇿 Czech Republic0.03%
- 🇲🇨 Monaco0.02%
- 🇵🇷 Puerto Rico0.01%
- 🇭🇰 Hong Kong0.01%
- 🇿🇦 South Africa0.01%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
0.83%
52 out of 113 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: Haukro (4.83%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 FundManagerZech | 0.16% | 2.8% | - |
 Haukro | 0.1% | 4.83% | - |
 mick_repo | 0.08% | 4.13% | - |
 adams302 | 0.06% | 2.82% | - |
 rafaeldfl | 0.04% | 1.68% | - |
 TheDividendFund | 0.04% | 0.74% | - |
 iBore99 | 0.04% | 1.82% | - |
 ingruc | 0.03% | 1.43% | - |
 2BSmart | 0.03% | 0.46% | - |
 brayladen | 0.03% | 0.5% | - |
 Retrosupply | 0.03% | 1.36% | - |
 MFC | 0.02% | 2.99% | $1.13 |
 NabilSifo | 0.02% | 0.31% | - |
 Space-Investor | 0.02% | 0.96% | - |
 plessas | 0.02% | 0.73% | - |
 Mexploder | 0.01% | 0.57% | - |
 ChristopheNour | 0.01% | 0.42% | - |
 TMUS | 0.01% | 2.25% | $1.95 |
 SharonConnolly | 0.01% | 0.3% | - |
 TIGO | 0.01% | 3.16% | - |
 SYF | 0.01% | 1.5% | $1 |
 ALL | 0.01% | 1.63% | $3.62 |
 POWL | 0% | 0.2% | $1.06 |
 CCL | 0% | 1.91% | - |
 StanleyDruck13F | 0% | 0.24% | - |
 GLW | 0% | 0.73% | $1.12 |
 AGX | 0% | 0.48% | $1.15 |
 Marirs | 0% | 0.18% | - |
 INTU | 0% | 1.44% | $3.6 |
 CSCO | 0% | 1.52% | $1.58 |
 B | 0% | 2.02% | $0.4 |
 TJX | 0% | 1.37% | $1.42 |
 DE | 0% | 0.93% | $5.76 |
 MSFT | 0% | 0.73% | $3 |
 BKNG | 0% | 0.83% | $17.5 |
 LRCX | 0% | 0.34% | $8 |
 BAC | 0% | 1.79% | $0.96 |
 NEM | 0% | 0.8% | $1.3 |
 KGC | 0% | 0.47% | $0.12 |
 PBF | 0% | 1.48% | $0.95 |
 RHM.DE | 0% | 1.11% | $5.7 |
 Q | 0% | 0.25% | - |
 NEXA | 0% | 0.96% | $0.19 |
 GM | 0% | 0.75% | $0.42 |
 ASML | 0% | 0.44% | $5.57 |
 MU | 0% | 0.05% | $0.46 |
 GOOGL | 0% | 0.25% | $0.2 |
 EME | 0% | 0.19% | $0.79 |
 HWM | 0% | 0.19% | $0.19 |
 NVDA | 0% | 0.12% | $0.02 |
 FIX | 0% | 0.16% | $1.02 |
 CDE | 0% | 0.09% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 TBCG.L (Haukro) | Pay Day | Sep 11, 2026 | $0.65 |
 IMB.L (ingruc) | Pay Day | Sep 30, 2026 | $0.56 |
IMB.L (Haukro) | Pay Day | Sep 30, 2026 | $0.56 |
 ITX.MC (plessas) | Ex-Dividend | Oct 29, 2026 | $0.64 |
ITX.MC (plessas) | Pay Day | Nov 2, 2026 | $0.64 |
Performance Metrics
Score 2.6/10
Beta
1.12
1.12
0
0.8
1.2
0
2
Sharpe Ratio
0.06
0.06
0
0.5
1
1.5
1.5
Sortino Ratio
0.1
0.1
0
1
2
3
3
Jensen's Alpha
-9.83
-9.83
-10
0
2
4.5
4.5
Omega Ratio
0.67
0.67
0
1
1.5
2.5
2.5
Treynor Ratio
0.12
0.12
0
0.75
1.25
2
2
Information Ratio
-0.48
-0.48
-1
0.3
0.6
1
1
Calmar Ratio
0.03
0.03
0
0.3
0.6
1
1
Beta
1.12
1.12
0
0.8
1.2
0
2
Sharpe Ratio
0.06
0.06
0
0.5
1
1.5
1.5
Sortino Ratio
0.1
0.1
0
1
2
3
3
Jensen's Alpha
-9.83
-9.83
-10
0
2
4.5
4.5
Omega Ratio
0.67
0.67
0
1
1.5
2.5
2.5
Treynor Ratio
0.12
0.12
0
0.75
1.25
2
2
Information Ratio
-0.48
-0.48
-1
0.3
0.6
1
1
Calmar Ratio
0.03
0.03
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
31.98
High:
IOT
378.17IOTLow:
CRWD
-3,974.1CRWDDetails
PEG Ratio
57.66
High:POWL
632.14POWLLow:CRWD
-5,401.66CRWDDetails
Price/Book
7.81
High:
APP.RTH
176.68APP.RTHLow:BKNG
-15.95BKNGDetails
Price/Sales
7.23
High:
RKLB
72.2RKLBLow:
SNEX
0.06SNEXDetails
Price/CF
21.54
High:
ASND
214.76ASNDLow:SNEX
0.65SNEXDetails
Price/FCF
41.01
High:
LITE
593.01LITELow:SNEX
0.66SNEXDetails
P/E Ratio
31.98
High:IOT
378.17IOTLow:CRWD
-3,974.1CRWDDetails
PEG Ratio
57.66
High:POWL
632.14POWLLow:CRWD
-5,401.66CRWDDetails
Price/Book
7.81
High:APP.RTH
176.68APP.RTHLow:BKNG
-15.95BKNGDetails
Price/Sales
7.23
High:RKLB
72.2RKLBLow:SNEX
0.06SNEXDetails
Price/CF
21.54
High:ASND
214.76ASNDLow:SNEX
0.65SNEXDetails
Price/FCF
41.01
High:LITE
593.01LITELow:SNEX
0.66SNEXDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-52.67% | May 2021 | Sep 2025 | 52 |
-7.27% | Feb 2026 | May 2026 | 3 |
-6.47% | Jun 2026 | - | 4 |
-0.21% | Oct 2025 | Nov 2025 | 1 |