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-0.12%
This Month
+15.85%
Year To Date
+37.73%
2 Years
+110.22%
5 Years
+139.7%
10 Years
+19.11%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading30.84%
- 💇♀️ Consumer Services10.15%
- 📊 ETFs8.08%
- ⛏️ Energy Minerals7.74%
- 💻 Electronic Technology6.12%
- 🍞 Consumer Non Durables5.54%
- 💰 Finance5.53%
- 🧬 Health Technology4.62%
- 🪙 Cryptocurrencies4.14%
- 🪨 Non Energy Minerals3.56%
- 🚗 Consumer Durables3.24%
- 🚚 Transportation1.91%
- 🖥️ Technology Services1.82%
- 🏥 Health Services1.68%
- 🧪 Process Industries1.2%
- 🏭 Industrial Services1.07%
- ⚡ Utilities0.76%
- 💵 Cash0.55%
- 💼 Commercial Services0.47%
- 🛍️ Retail Trade0.44%
- 📡 Communications0.24%
- 📦 Distribution Services0.04%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE34.16%
- 🇬🇧 LSE21.97%
- 🇺🇸 Nasdaq9.96%
- 🇭🇰 Hong Kong Exchanges8.67%
- 🌍 Digital Currency7.23%
- 🇩🇪 Xetra ETFs6.95%
- 🇩🇪 FRA5.03%
- 🇳🇴 Oslo Stock Exchange1.2%
- 🇩🇰 Copenhagen Stock Exchange0.7%
- 🇫🇷 Euronext Paris0.36%
- 🇳🇱 Euronext Amsterdam0.13%
- 🇸🇪 Stockholm Stock Exchange0.06%
- 🇨🇭 SIX0.03%
- 🇪🇸 Bolsa De Madrid0.03%
- 🇦🇺 Sydney0.01%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States25.46%
- 🇨🇳 China17.82%
- 🇬🇧 United Kingdom5.47%
- 🇩🇪 Germany5.03%
- 🇭🇰 Hong Kong2.21%
- 🇬🇷 Greece1.8%
- 🇫🇴 Faroe Islands1.16%
- 🇳🇱 Netherlands1.14%
- 🇱🇺 Luxembourg0.85%
- 🇩🇰 Denmark0.7%
- 🇫🇷 France0.36%
- 🇨🇦 Canada0.24%
- 🇮🇪 Ireland0.16%
- 🇨🇱 Chile0.14%
- 🇧🇲 Bermuda0.08%
- 🇸🇬 Singapore0.07%
- 🇨🇭 Switzerland0.06%
- 🇸🇪 Sweden0.06%
- 🇧🇷 Brazil0.04%
- 🇳🇴 Norway0.04%
- 🇪🇸 Spain0.03%
- 🇮🇱 Israel0.02%
- 🇦🇺 Australia0.01%
Dividends
Dividend Yield
1.84%
55 out of 112 instruments pay dividend.
53 dividend payments in the next 30 days.
Highest Dividend: $FRCB (36000%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 FRCB | 0.38% | 36000% | $1.08 |
 VOW3.DE | 0.18% | 6.35% | $9.06 |
 DVN | 0.16% | 2.64% | $2.05 |
 RIO | 0.16% | 5.93% | $4.34 |
 823.HK | 0.09% | 6.59% | $2.63 |
 DividendGrowth | 0.08% | 2.54% | - |
 SBLK | 0.07% | 4.13% | $1.82 |
 APA | 0.06% | 4.27% | $1 |
 PFE | 0.05% | 6.98% | $1.66 |
 UNH | 0.05% | 2.78% | $7.74 |
 2331.HK | 0.04% | 3.15% | $0.6 |
 00019.HK | 0.04% | 5.05% | $3.2 |
 TS | 0.04% | 4.63% | $1.2 |
 BAKKA.OL | 0.04% | 3.15% | $13.69 |
 The-Chameleon | 0.03% | 0.61% | - |
 KIE.L | 0.03% | 2.96% | $0.02 |
 InsuranceWorld | 0.03% | 2.41% | - |
 KVUE | 0.02% | 4% | $0.8 |
 GFC.PA | 0.02% | 6.62% | $5.3 |
 VFC | 0.02% | 2.4% | $0.57 |
 TRET.DE | 0.02% | 3.19% | - |
 WSC | 0.02% | 0.89% | - |
 HBR.L | 0.02% | 8.74% | $0.2 |
 MIDD.L | 0.02% | 3.42% | - |
 ARCC | 0.02% | 8.58% | $1.62 |
 SDF.DE | 0.01% | 1.33% | $0.7 |
 ChinaTech | 0.01% | 0.95% | - |
 MO | 0.01% | 6.19% | $3.92 |
 ENR | 0.01% | 4.19% | $1.2 |
 ZIM | 0.01% | 50.86% | $0.23 |
 T | 0.01% | 3.77% | $1.11 |
 C | 0.01% | 2.36% | $2.12 |
 03908.HK | 0.01% | 0.92% | $0.18 |
 RPRX | 0.01% | 2.36% | $0.82 |
 CON.DE | 0.01% | 3.42% | $2.2 |
 ISF.L | 0.01% | 3.5% | - |
 GILD | 0.01% | 2.78% | $3.04 |
 ASML | 0.01% | 0.81% | $5.57 |
 KHC | 0.01% | 5.93% | $1.6 |
 BSAC | 0.01% | 3.96% | $0.57 |
 TSCO.L | 0.01% | 3.13% | $0.12 |
 PUM.DE | 0% | 3.05% | $0.82 |
 GLJ.DE | 0% | 2.42% | $0.47 |
 ORSTED.CO | 0% | 0.46% | - |
 TGS.OL | 0% | 8.31% | $5.96 |
 CDW | 0% | 1.5% | $2.45 |
 BAYN.DE | 0% | 0.39% | $0.11 |
 MCG.L | 0% | 2.42% | $0.07 |
 UBUT.DE | 0% | 0.43% | - |
 COL.MC | 0% | 4.36% | $0.22 |
 BABA | 0% | 0.77% | $0.98 |
 PRX.NV | 0% | 0.38% | $0.07 |
 TAN | 0% | 0.48% | - |
 SOBO | 0% | -5.65% | - |
 ITUB | 0% | -5.63% | $-0.15 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 BDX (DividendGrowth) | Ex-Dividend | Sep 8, 2025 | $1.04 |
 ATO (DividendGrowth) | Pay Day | Sep 8, 2025 | $0.87 |
ZIM | Pay Day | Sep 9, 2025 | $0.06 |
 JNJ (DividendGrowth) | Pay Day | Sep 9, 2025 | $1.30 |
 MET (InsuranceWorld) | Pay Day | Sep 9, 2025 | $0.57 |
VFC | Ex-Dividend | Sep 10, 2025 | $0.09 |
CDW | Pay Day | Sep 10, 2025 | $0.62 |
ENR | Pay Day | Sep 10, 2025 | $0.30 |
00019.HK | Ex-Dividend | Sep 10, 2025 | $0.17 |
RPRX | Pay Day | Sep 10, 2025 | $0.22 |
SBLK | Pay Day | Sep 10, 2025 | $0.05 |
 CVX (DividendGrowth) | Pay Day | Sep 10, 2025 | $1.71 |
 SPGI (DividendGrowth) | Pay Day | Sep 10, 2025 | $0.96 |
 TRV (InsuranceWorld) | Ex-Dividend | Sep 10, 2025 | $1.10 |
 ELV (InsuranceWorld) | Ex-Dividend | Sep 10, 2025 | $1.71 |
 2318.HK (InsuranceWorld) | Ex-Dividend | Sep 10, 2025 | $0.13 |
TRET.DE | Pay Day | Sep 11, 2025 | $0.00 |
 MSFT (DividendGrowth) | Pay Day | Sep 11, 2025 | $0.83 |
 PRU (InsuranceWorld) | Pay Day | Sep 11, 2025 | $1.35 |
 NTES (ChinaTech) | Pay Day | Sep 11, 2025 | $0.57 |
 ADP (DividendGrowth) | Ex-Dividend | Sep 12, 2025 | $1.54 |
 CB (InsuranceWorld) | Ex-Dividend | Sep 12, 2025 | $0.97 |
UNH | Ex-Dividend | Sep 15, 2025 | $2.21 |
GILD | Ex-Dividend | Sep 15, 2025 | $0.79 |
DVN | Ex-Dividend | Sep 15, 2025 | $0.24 |
MO | Ex-Dividend | Sep 15, 2025 | $1.06 |
ARCC | Ex-Dividend | Sep 15, 2025 | $0.48 |
 KO (DividendGrowth) | Ex-Dividend | Sep 15, 2025 | $0.51 |
 NEE (DividendGrowth) | Pay Day | Sep 15, 2025 | $0.57 |
 XEL (DividendGrowth) | Ex-Dividend | Sep 15, 2025 | $0.57 |
UNH (InsuranceWorld) | Ex-Dividend | Sep 15, 2025 | $2.21 |
 RNR (InsuranceWorld) | Ex-Dividend | Sep 15, 2025 | $0.40 |
2331.HK | Pay Day | Sep 16, 2025 | $0.05 |
 MCD (DividendGrowth) | Pay Day | Sep 16, 2025 | $1.77 |
 ADI (DividendGrowth) | Pay Day | Sep 16, 2025 | $0.99 |
 AIG (InsuranceWorld) | Ex-Dividend | Sep 16, 2025 | $0.45 |
 CRBG (InsuranceWorld) | Ex-Dividend | Sep 16, 2025 | $0.24 |
WSC | Pay Day | Sep 17, 2025 | $0.07 |
 NOC (DividendGrowth) | Pay Day | Sep 17, 2025 | $2.31 |
VFC | Pay Day | Sep 18, 2025 | $0.09 |
 BBY (DividendGrowth) | Ex-Dividend | Sep 18, 2025 | $0.95 |
 LIN (DividendGrowth) | Pay Day | Sep 18, 2025 | $1.50 |
 CI (InsuranceWorld) | Pay Day | Sep 18, 2025 | $1.51 |
 EVRG (DividendGrowth) | Pay Day | Sep 19, 2025 | $0.67 |
 AJG (InsuranceWorld) | Pay Day | Sep 19, 2025 | $0.65 |
 EG (InsuranceWorld) | Pay Day | Sep 19, 2025 | $2.00 |
 669.HK (ChinaTech) | Pay Day | Sep 19, 2025 | $0.16 |
 LHX (DividendGrowth) | Pay Day | Sep 22, 2025 | $1.20 |
UNH | Pay Day | Sep 23, 2025 | $2.21 |
UNH (InsuranceWorld) | Pay Day | Sep 23, 2025 | $2.21 |
 1299.HK (InsuranceWorld) | Pay Day | Sep 23, 2025 | $0.06 |
HBR.L | Pay Day | Sep 24, 2025 | $0.18 |
RIO | Pay Day | Sep 25, 2025 | $1.48 |
ELV (InsuranceWorld) | Pay Day | Sep 25, 2025 | $1.71 |
KHC | Pay Day | Sep 26, 2025 | $0.40 |
 LMT (DividendGrowth) | Pay Day | Sep 26, 2025 | $3.30 |
 ELS (DividendGrowth) | Ex-Dividend | Sep 26, 2025 | $0.52 |
GILD | Pay Day | Sep 29, 2025 | $0.79 |
 AIZ (InsuranceWorld) | Pay Day | Sep 29, 2025 | $0.80 |
DVN | Pay Day | Sep 30, 2025 | $0.24 |
ARCC | Pay Day | Sep 30, 2025 | $0.48 |
 PEP (DividendGrowth) | Pay Day | Sep 30, 2025 | $1.42 |
BDX (DividendGrowth) | Pay Day | Sep 30, 2025 | $1.04 |
TRV (InsuranceWorld) | Pay Day | Sep 30, 2025 | $1.10 |
AIG (InsuranceWorld) | Pay Day | Sep 30, 2025 | $0.45 |
CRBG (InsuranceWorld) | Pay Day | Sep 30, 2025 | $0.24 |
 WTW (InsuranceWorld) | Ex-Dividend | Sep 30, 2025 | $0.92 |
RNR (InsuranceWorld) | Pay Day | Sep 30, 2025 | $0.40 |
KO (DividendGrowth) | Pay Day | Oct 1, 2025 | $0.51 |
 NKE (DividendGrowth) | Pay Day | Oct 1, 2025 | $0.40 |
ADP (DividendGrowth) | Pay Day | Oct 1, 2025 | $1.54 |
 APD (DividendGrowth) | Ex-Dividend | Oct 1, 2025 | $1.79 |
 ALL (InsuranceWorld) | Pay Day | Oct 1, 2025 | $1.00 |
 KMB (DividendGrowth) | Pay Day | Oct 2, 2025 | $1.26 |
 RSG (DividendGrowth) | Ex-Dividend | Oct 2, 2025 | $0.62 |
 PGR (InsuranceWorld) | Ex-Dividend | Oct 2, 2025 | $0.10 |
 HIG (InsuranceWorld) | Pay Day | Oct 2, 2025 | $0.52 |
 SYY (DividendGrowth) | Ex-Dividend | Oct 3, 2025 | $0.54 |
CB (InsuranceWorld) | Pay Day | Oct 3, 2025 | $0.97 |
 GL (InsuranceWorld) | Ex-Dividend | Oct 3, 2025 | $0.27 |
 BZ (ChinaTech) | Ex-Dividend | Oct 8, 2025 | $0.17 |
BBY (DividendGrowth) | Pay Day | Oct 9, 2025 | $0.95 |
 2628.HK (InsuranceWorld) | Ex-Dividend | Oct 9, 2025 | $0.03 |
MO | Pay Day | Oct 10, 2025 | $1.06 |
00019.HK | Pay Day | Oct 10, 2025 | $0.17 |
 GD (DividendGrowth) | Ex-Dividend | Oct 10, 2025 | $1.50 |
ELS (DividendGrowth) | Pay Day | Oct 10, 2025 | $0.52 |
PGR (InsuranceWorld) | Pay Day | Oct 10, 2025 | $0.10 |
 0968.HK (ChinaTech) | Pay Day | Oct 10, 2025 | $0.00 |
 YMM (ChinaTech) | Ex-Dividend | Oct 10, 2025 | $0.10 |
RSG (DividendGrowth) | Pay Day | Oct 15, 2025 | $0.62 |
WTW (InsuranceWorld) | Pay Day | Oct 15, 2025 | $0.92 |
XEL (DividendGrowth) | Pay Day | Oct 20, 2025 | $0.57 |
 LOW (DividendGrowth) | Ex-Dividend | Oct 22, 2025 | $1.20 |
BZ (ChinaTech) | Pay Day | Oct 23, 2025 | $0.17 |
SYY (DividendGrowth) | Pay Day | Oct 24, 2025 | $0.54 |
2318.HK (InsuranceWorld) | Pay Day | Oct 24, 2025 | $0.13 |
YMM (ChinaTech) | Pay Day | Oct 27, 2025 | $0.10 |
GL (InsuranceWorld) | Pay Day | Oct 31, 2025 | $0.27 |
LOW (DividendGrowth) | Pay Day | Nov 5, 2025 | $1.20 |
APD (DividendGrowth) | Pay Day | Nov 10, 2025 | $1.79 |
GD (DividendGrowth) | Pay Day | Nov 14, 2025 | $1.50 |
2628.HK (InsuranceWorld) | Pay Day | Nov 18, 2025 | $0.03 |
TAN | Pay Day | Dec 27, 2025 | $0.00 |
Performance Metrics
Score 6.2/10
Beta
0.89
0.89
0
0.8
1.2
0
2
Sharpe Ratio
0.71
0.71
0
0.5
1
1.5
1.5
Sortino Ratio
1.58
1.58
0
1
2
3
3
Jensen's Alpha
1.7
1.7
-2
0
2
4.5
4.5
Omega Ratio
1
1
0
1
1.5
2.5
2.5
Treynor Ratio
1.48
1.48
0
0.75
1.25
2
2
Information Ratio
0
0
-1
0.3
0.6
1
1
Calmar Ratio
0.58
0.58
0
0.3
0.6
1
1
Beta
0.89
0.89
0
0.8
1.2
0
2
Sharpe Ratio
0.71
0.71
0
0.5
1
1.5
1.5
Sortino Ratio
1.58
1.58
0
1
2
3
3
Jensen's Alpha
1.7
1.7
-2
0
2
4.5
4.5
Omega Ratio
1
1
0
1
1.5
2.5
2.5
Treynor Ratio
1.48
1.48
0
0.75
1.25
2
2
Information Ratio
0
0
-1
0.3
0.6
1
1
Calmar Ratio
0.58
0.58
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
13.9
High:
00019.HK
72.5600019.HKLow:
EH
-32.76EHDetails
PEG Ratio
104.66
High:
T
1,906.16TLow:EH
-178.74EHDetails
Price/Book
1.39
High:
ASML
14.33ASMLLow:
MO
-34.38MODetails
Price/Sales
0.78
High:
QBTS
207.5QBTSLow:
ACHR
-ACHRDetails
Price/CF
6.3
High:
1628.HK
128.931628.HKLow:
ZIM
0.56ZIMDetails
Price/FCF
20.12
High:
KVUE
718.87KVUELow:ZIM
0.87ZIMDetails
P/E Ratio
13.9
High:00019.HK
72.5600019.HKLow:EH
-32.76EHDetails
PEG Ratio
104.66
High:T
1,906.16TLow:EH
-178.74EHDetails
Price/Book
1.39
High:ASML
14.33ASMLLow:MO
-34.38MODetails
Price/Sales
0.78
High:QBTS
207.5QBTSLow:ACHR
-ACHRDetails
Price/CF
6.3
High:1628.HK
128.931628.HKLow:ZIM
0.56ZIMDetails
Price/FCF
20.12
High:KVUE
718.87KVUELow:ZIM
0.87ZIMDetails
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 |
-1.72% | Mar 2025 | May 2025 | 2 |
-1.11% | Oct 2024 | Jan 2025 | 3 |
-0.12% | Sep 2025 | - | 1 |