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+0.05%
Today
-3.85%
This Month
-0.42%
Year To Date
+17.6%
2 Years
+79.9%
5 Years
+17.08%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading46.59%
- 💰 Finance9.05%
- 💇♀️ Consumer Services6.91%
- 📊 ETFs6.77%
- ⛏️ Energy Minerals6.07%
- 💻 Electronic Technology4.41%
- 🍞 Consumer Non Durables4.37%
- 🧬 Health Technology3%
- 🪙 Cryptocurrencies2.66%
- 🪨 Non Energy Minerals2.08%
- 🧪 Process Industries1.85%
- 🚗 Consumer Durables1.55%
- 🏭 Industrial Services0.83%
- 🖥️ Technology Services0.56%
- 💵 Cash0.56%
- 💼 Commercial Services0.48%
- ⚡ Utilities0.44%
- 🚚 Transportation0.41%
- 🛍️ Retail Trade0.35%
- 📡 Communications0.29%
- 📦 Distribution Services0.05%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE33.72%
- 🇬🇧 LSE19.14%
- 🇦🇺 Sydney9.79%
- 🇭🇰 Hong Kong Exchanges9.41%
- 🇺🇸 Nasdaq9.18%
- 🇩🇪 Xetra ETFs5.31%
- 🇩🇪 FRA4.17%
- 🌍 Digital Currency3.09%
- 🇪🇸 Bolsa De Madrid0.57%
- 🇫🇷 Euronext Paris0.52%
- 🇳🇴 Oslo Stock Exchange0.48%
- 🇩🇰 Copenhagen Stock Exchange0.37%
- 🇨🇭 SIX0.31%
- 🇳🇱 Euronext Amsterdam0.1%
- 🇧🇪 Euronext Brussels0.08%
- 🇸🇪 Stockholm Stock Exchange0.07%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States30.9%
- 🇨🇳 China15.21%
- 🇦🇺 Australia9.79%
- 🇩🇪 Germany4.17%
- 🇬🇧 United Kingdom3.25%
- 🇭🇰 Hong Kong1.72%
- 🇦🇷 Argentina1.14%
- 🇱🇺 Luxembourg0.89%
- 🇪🇸 Spain0.57%
- 🇫🇷 France0.52%
- 🇫🇴 Faroe Islands0.44%
- 🇨🇭 Switzerland0.44%
- 🇩🇰 Denmark0.37%
- 🇮🇱 Israel0.36%
- 🇬🇷 Greece0.17%
- 🇨🇦 Canada0.16%
- 🇨🇱 Chile0.14%
- 🇳🇱 Netherlands0.1%
- 🇮🇪 Ireland0.1%
- 🇧🇪 Belgium0.08%
- 🇸🇪 Sweden0.07%
- 🇧🇲 Bermuda0.06%
- 🇯🇵 Japan0.05%
- 🇳🇴 Norway0.04%
- 🇧🇷 Brazil0.04%
- 🇸🇬 Singapore0.01%
Dividends
Dividend Yield
3.1%
60 out of 117 instruments pay dividend.
43 dividend payments in the next 30 days.
Highest Dividend: $FRCB (56842.11%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 FRCB | 0.66% | 56842.11% | $1.08 |
 AussieEconomy | 0.37% | 3.7% | - |
 RealEstateTrusts | 0.33% | 4.32% | - |
 SSSS | 0.28% | 161.83% | $7.25 |
 DVN | 0.23% | 4.12% | $2.05 |
 YieldKing | 0.17% | 4.41% | - |
 BMA | 0.1% | 8.35% | $2.82 |
 823.HK | 0.09% | 7.68% | $2.63 |
 VOW3.DE | 0.09% | 7.1% | $9.06 |
 2331.HK | 0.09% | 4.24% | $0.6 |
 RIO | 0.08% | 6.87% | $4.34 |
 Cutting-Edge | 0.05% | 2.02% | - |
 DividendGrowth | 0.04% | 2.65% | - |
 SAB.MC | 0.04% | 6.66% | $0.05 |
 TS | 0.04% | 4.03% | $1.2 |
 KIE.L | 0.03% | 4.18% | $0.02 |
 03908.HK | 0.03% | 1.41% | $0.18 |
 SBLK | 0.03% | 15.52% | $1.82 |
 KVUE | 0.02% | 3.51% | $0.8 |
 APA | 0.02% | 6.21% | $1 |
 GFC.PA | 0.02% | 6.07% | $5.3 |
 00019.HK | 0.02% | 5.24% | $3.2 |
 PFE | 0.02% | 7.63% | $1.66 |
 SDF.DE | 0.02% | 1.1% | $0.7 |
 InsuranceWorld | 0.02% | 2.5% | - |
 ARCC | 0.02% | 9.41% | $1.62 |
 ChinaTech | 0.02% | 1.35% | - |
 MIDD.L | 0.01% | 3.22% | - |
 MO | 0.01% | 6.95% | $3.92 |
 ENR | 0.01% | 4.49% | $1.2 |
 T | 0.01% | 4.09% | $1.11 |
 BAKKA.OL | 0.01% | 2.62% | $13.69 |
 ZIM | 0.01% | 51.78% | $0.23 |
 C | 0.01% | 3.54% | $2.12 |
 RPRX | 0.01% | 2.61% | $0.82 |
 CON.DE | 0.01% | 3.87% | $2.2 |
 GILD | 0.01% | 2.97% | $3.04 |
 ISF.L | 0.01% | 3.52% | - |
 KHC | 0.01% | 5.43% | $1.6 |
 BSAC | 0.01% | 4.2% | $0.57 |
 WSC | 0.01% | 0.3% | - |
 TSCO.L | 0.01% | 3.87% | $0.12 |
 MCG.L | 0.01% | 2.42% | $0.07 |
 VFC | 0% | 3.45% | $0.57 |
 GLJ.DE | 0% | 2.95% | $0.47 |
 BAYN.DE | 0% | 0.52% | $0.11 |
 TGS.OL | 0% | 8.27% | $5.96 |
 CDW | 0% | 1.64% | $2.45 |
 Buybacks | 0% | 0.28% | - |
 ITUB | 0% | 5.62% | $0.15 |
 UBUT.DE | 0% | 0.43% | - |
 ORSTED.CO | 0% | 0.46% | - |
 The-Chameleon | 0% | 0.31% | - |
 COL.MC | 0% | 3.89% | $0.22 |
 BABA | 0% | 0.9% | $0.98 |
 SOF.BR | 0% | 1.05% | $2.35 |
 PRX.NV | 0% | 0.27% | $0.07 |
 SONY | 0% | 0.38% | $0.49 |
 TAN | 0% | 0.54% | - |
 SOBO | 0% | 4.06% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 XEL (DividendGrowth) | Pay Day | Apr 20, 2025 | $0.57 |
 PG (DividendGrowth) | Ex-Dividend | Apr 21, 2025 | $1.06 |
 MKC (DividendGrowth) | Pay Day | Apr 21, 2025 | $0.45 |
APA | Ex-Dividend | Apr 22, 2025 | $0.25 |
 DELL (Buybacks) | Ex-Dividend | Apr 22, 2025 | $0.52 |
 LOW (DividendGrowth) | Ex-Dividend | Apr 23, 2025 | $1.15 |
 AM (Cutting-Edge) | Ex-Dividend | Apr 23, 2025 | $0.22 |
KIE.L | Ex-Dividend | Apr 24, 2025 | $0.03 |
 TME (ChinaTech) | Pay Day | Apr 24, 2025 | $0.18 |
 CRM (Buybacks) | Pay Day | Apr 24, 2025 | $0.42 |
 SYY (DividendGrowth) | Pay Day | Apr 25, 2025 | $0.51 |
 UNM (InsuranceWorld) | Ex-Dividend | Apr 25, 2025 | $0.42 |
 VIPS (ChinaTech) | Pay Day | Apr 25, 2025 | $0.48 |
BAYN.DE | Ex-Dividend | Apr 28, 2025 | $0.12 |
CON.DE | Ex-Dividend | Apr 28, 2025 | $2.63 |
 AMT (RealEstateTrusts) | Pay Day | Apr 28, 2025 | $1.70 |
 JD.US (ChinaTech) | Pay Day | Apr 29, 2025 | $1.00 |
BAYN.DE | Pay Day | Apr 30, 2025 | $0.12 |
CON.DE | Pay Day | Apr 30, 2025 | $2.63 |
 MOMO | Pay Day | Apr 30, 2025 | $0.30 |
MO | Pay Day | Apr 30, 2025 | $1.02 |
 EIX (DividendGrowth) | Pay Day | Apr 30, 2025 | $0.83 |
 TXN (DividendGrowth) | Ex-Dividend | Apr 30, 2025 | $1.36 |
 MAA (RealEstateTrusts) | Pay Day | Apr 30, 2025 | $1.52 |
 BXP (RealEstateTrusts) | Pay Day | Apr 30, 2025 | $0.98 |
 UDR (RealEstateTrusts) | Pay Day | Apr 30, 2025 | $0.43 |
 ADC (RealEstateTrusts) | Ex-Dividend | Apr 30, 2025 | $0.26 |
 DOC (RealEstateTrusts) | Pay Day | Apr 30, 2025 | $0.10 |
 SLG (RealEstateTrusts) | Ex-Dividend | Apr 30, 2025 | $0.26 |
 AGNC (YieldKing) | Ex-Dividend | Apr 30, 2025 | $0.12 |
 SKT (Cutting-Edge) | Ex-Dividend | Apr 30, 2025 | $0.29 |
 WDFC (Cutting-Edge) | Pay Day | Apr 30, 2025 | $0.94 |
T | Pay Day | May 1, 2025 | $0.28 |
 CASY (DividendGrowth) | Ex-Dividend | May 1, 2025 | $0.50 |
 GL (InsuranceWorld) | Pay Day | May 1, 2025 | $0.27 |
 AON (InsuranceWorld) | Ex-Dividend | May 1, 2025 | $0.74 |
 MRVL (Buybacks) | Pay Day | May 1, 2025 | $0.06 |
 O (RealEstateTrusts) | Ex-Dividend | May 1, 2025 | $0.27 |
 GLEN.L (YieldKing) | Ex-Dividend | May 1, 2025 | $0.05 |
 ATR (Cutting-Edge) | Ex-Dividend | May 1, 2025 | $0.45 |
BAKKA.OL | Ex-Dividend | May 2, 2025 | $1.18 |
DELL (Buybacks) | Pay Day | May 2, 2025 | $0.52 |
C | Ex-Dividend | May 5, 2025 | $0.56 |
 CS.PA (InsuranceWorld) | Ex-Dividend | May 5, 2025 | $2.25 |
LOW (DividendGrowth) | Pay Day | May 7, 2025 | $1.15 |
CS.PA (InsuranceWorld) | Pay Day | May 7, 2025 | $2.25 |
AM (Cutting-Edge) | Pay Day | May 7, 2025 | $0.22 |
00019.HK | Pay Day | May 9, 2025 | $0.27 |
 GD (DividendGrowth) | Pay Day | May 9, 2025 | $1.50 |
 MA (Buybacks) | Pay Day | May 9, 2025 | $0.76 |
AGNC (YieldKing) | Pay Day | May 9, 2025 | $0.12 |
 APD (DividendGrowth) | Pay Day | May 12, 2025 | $1.79 |
TXN (DividendGrowth) | Pay Day | May 13, 2025 | $1.36 |
KVUE | Ex-Dividend | May 14, 2025 | $0.20 |
 TGT (DividendGrowth) | Ex-Dividend | May 14, 2025 | $1.12 |
ADC (RealEstateTrusts) | Pay Day | May 14, 2025 | $0.26 |
 WINA (Cutting-Edge) | Ex-Dividend | May 14, 2025 | $0.96 |
SDF.DE | Ex-Dividend | May 15, 2025 | $0.16 |
TSCO.L | Ex-Dividend | May 15, 2025 | $0.12 |
 MSFT (DividendGrowth) | Ex-Dividend | May 15, 2025 | $0.83 |
PG (DividendGrowth) | Pay Day | May 15, 2025 | $1.06 |
 CL (DividendGrowth) | Pay Day | May 15, 2025 | $0.52 |
CASY (DividendGrowth) | Pay Day | May 15, 2025 | $0.50 |
 MMC (InsuranceWorld) | Pay Day | May 15, 2025 | $0.82 |
AON (InsuranceWorld) | Pay Day | May 15, 2025 | $0.74 |
 669.HK (ChinaTech) | Ex-Dividend | May 15, 2025 | $0.15 |
 WB (ChinaTech) | Pay Day | May 15, 2025 | $0.82 |
O (RealEstateTrusts) | Pay Day | May 15, 2025 | $0.27 |
SLG (RealEstateTrusts) | Pay Day | May 15, 2025 | $0.26 |
MSFT (YieldKing) | Ex-Dividend | May 15, 2025 | $0.83 |
MSFT (Cutting-Edge) | Ex-Dividend | May 15, 2025 | $0.83 |
SKT (Cutting-Edge) | Pay Day | May 15, 2025 | $0.29 |
 SHW (DividendGrowth) | Ex-Dividend | May 16, 2025 | $0.79 |
UNM (InsuranceWorld) | Pay Day | May 16, 2025 | $0.42 |
 0700.HK (ChinaTech) | Ex-Dividend | May 16, 2025 | $0.58 |
SDF.DE | Pay Day | May 19, 2025 | $0.16 |
SOF.BR | Ex-Dividend | May 20, 2025 | $3.83 |
TS | Ex-Dividend | May 20, 2025 | $1.12 |
BAKKA.OL | Pay Day | May 21, 2025 | $1.18 |
TS | Pay Day | May 21, 2025 | $1.12 |
APA | Pay Day | May 22, 2025 | $0.25 |
SOF.BR | Pay Day | May 22, 2025 | $3.83 |
 AMAT (Buybacks) | Ex-Dividend | May 22, 2025 | $0.46 |
ATR (Cutting-Edge) | Pay Day | May 22, 2025 | $0.45 |
C | Pay Day | May 23, 2025 | $0.56 |
 02018.HK (ChinaTech) | Ex-Dividend | May 26, 2025 | $0.03 |
 JNJ (DividendGrowth) | Ex-Dividend | May 27, 2025 | $1.30 |
 00763.HK (ChinaTech) | Pay Day | May 27, 2025 | $0.01 |
JNJ (YieldKing) | Ex-Dividend | May 27, 2025 | $1.30 |
KVUE | Pay Day | May 28, 2025 | $0.20 |
 1299.HK (InsuranceWorld) | Ex-Dividend | May 28, 2025 | $0.17 |
0700.HK (ChinaTech) | Pay Day | May 30, 2025 | $0.58 |
TGT (DividendGrowth) | Pay Day | Jun 1, 2025 | $1.12 |
KIE.L | Pay Day | Jun 2, 2025 | $0.03 |
WINA (Cutting-Edge) | Pay Day | Jun 2, 2025 | $0.96 |
 LHX (DividendGrowth) | Ex-Dividend | Jun 3, 2025 | $1.20 |
GLEN.L (YieldKing) | Pay Day | Jun 4, 2025 | $0.05 |
 02382.HK (ChinaTech) | Ex-Dividend | Jun 5, 2025 | $0.07 |
SHW (DividendGrowth) | Pay Day | Jun 6, 2025 | $0.79 |
JNJ (DividendGrowth) | Pay Day | Jun 10, 2025 | $1.30 |
 TRV (InsuranceWorld) | Ex-Dividend | Jun 10, 2025 | $1.10 |
JNJ (YieldKing) | Pay Day | Jun 10, 2025 | $1.30 |
MSFT (DividendGrowth) | Pay Day | Jun 12, 2025 | $0.83 |
1299.HK (InsuranceWorld) | Pay Day | Jun 12, 2025 | $0.17 |
AMAT (Buybacks) | Pay Day | Jun 12, 2025 | $0.46 |
MSFT (YieldKing) | Pay Day | Jun 12, 2025 | $0.83 |
MSFT (Cutting-Edge) | Pay Day | Jun 12, 2025 | $0.83 |
 ADP (DividendGrowth) | Ex-Dividend | Jun 13, 2025 | $1.54 |
2331.HK | Ex-Dividend | Jun 16, 2025 | $0.03 |
LHX (DividendGrowth) | Pay Day | Jun 18, 2025 | $1.20 |
02018.HK (ChinaTech) | Pay Day | Jun 19, 2025 | $0.03 |
 IS04.DE (The-Chameleon) | Pay Day | Jun 26, 2025 | $0.08 |
 BATS.L (YieldKing) | Ex-Dividend | Jun 26, 2025 | $0.76 |
TSCO.L | Pay Day | Jun 27, 2025 | $0.12 |
2331.HK | Pay Day | Jun 27, 2025 | $0.03 |
02382.HK (ChinaTech) | Pay Day | Jun 27, 2025 | $0.07 |
669.HK (ChinaTech) | Pay Day | Jun 27, 2025 | $0.15 |
TRV (InsuranceWorld) | Pay Day | Jun 30, 2025 | $1.10 |
 REXR (RealEstateTrusts) | Ex-Dividend | Jun 30, 2025 | $0.43 |
ADP (DividendGrowth) | Pay Day | Jul 1, 2025 | $1.54 |
GFC.PA | Ex-Dividend | Jul 2, 2025 | $2.86 |
 2628.HK (InsuranceWorld) | Ex-Dividend | Jul 2, 2025 | $0.06 |
GFC.PA | Pay Day | Jul 4, 2025 | $2.86 |
 PLUS.L (YieldKing) | Pay Day | Jul 9, 2025 | $0.40 |
REXR (RealEstateTrusts) | Pay Day | Jul 15, 2025 | $0.43 |
BATS.L (YieldKing) | Pay Day | Aug 1, 2025 | $0.76 |
2628.HK (InsuranceWorld) | Pay Day | Aug 21, 2025 | $0.06 |
TAN | Pay Day | Dec 27, 2025 | $0.17 |
Performance Metrics
Score 6.2/10
Beta
0.9
0.9
0
0.8
1.2
0
2
Sharpe Ratio
0.66
0.66
0
0.5
1
1.5
1.5
Sortino Ratio
1.46
1.46
0
1
2
3
3
Jensen's Alpha
2.27
2.27
-2
0
2
4.5
4.5
Omega Ratio
1.04
1.04
0
1
1.5
2.5
2.5
Treynor Ratio
1.41
1.41
0
0.75
1.25
2
2
Information Ratio
0.05
0.05
0
0.3
0.6
1
1
Calmar Ratio
0.55
0.55
0
0.3
0.6
1
1
Beta
0.9
0.9
0
0.8
1.2
0
2
Sharpe Ratio
0.66
0.66
0
0.5
1
1.5
1.5
Sortino Ratio
1.46
1.46
0
1
2
3
3
Jensen's Alpha
2.27
2.27
-2
0
2
4.5
4.5
Omega Ratio
1.04
1.04
0
1
1.5
2.5
2.5
Treynor Ratio
1.41
1.41
0
0.75
1.25
2
2
Information Ratio
0.05
0.05
0
0.3
0.6
1
1
Calmar Ratio
0.55
0.55
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
11.64
High:
GILD
284.77GILDLow:
ORSTED.CO
-130.5ORSTED.CODetails
PEG Ratio
50.62
High:
CON.DE
1,102.58CON.DELow:ORSTED.CO
-136.48ORSTED.CODetails
Price/Book
1.01
High:
QBTS
27.32QBTSLow:
MO
-43.94MODetails
Price/Sales
0.78
High:QBTS
169.46QBTSLow:
ACHR
-ACHRDetails
Price/CF
5.07
High:
1628.HK
128.931628.HKLow:
ZIM
0.79ZIMDetails
Price/FCF
17.74
High:
PFE
468.42PFELow:ZIM
1.04ZIMDetails
P/E Ratio
11.64
High:GILD
284.77GILDLow:ORSTED.CO
-130.5ORSTED.CODetails
PEG Ratio
50.62
High:CON.DE
1,102.58CON.DELow:ORSTED.CO
-136.48ORSTED.CODetails
Price/Book
1.01
High:QBTS
27.32QBTSLow:MO
-43.94MODetails
Price/Sales
0.78
High:QBTS
169.46QBTSLow:ACHR
-ACHRDetails
Price/CF
5.07
High:1628.HK
128.931628.HKLow:ZIM
0.79ZIMDetails
Price/FCF
17.74
High:PFE
468.42PFELow:ZIM
1.04ZIMDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-30.04% | May 2021 | Sep 2024 | 40 |
-10.05% | Jun 2020 | Nov 2020 | 5 |
-7.29% | Dec 2020 | Jan 2021 | 1 |
-5.2% | Mar 2025 | - | 2 |
-1.11% | Oct 2024 | Jan 2025 | 3 |