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-0.26%
Today
+1%
This Month
+9.64%
Year To Date
+26.17%
2 Years
+92.81%
5 Years
+18.82%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading41.93%
- 💰 Finance7.43%
- 📊 ETFs7.28%
- 💵 Cash5.84%
- ⛏️ Energy Minerals5.79%
- 🪨 Non Energy Minerals5.54%
- 🍞 Consumer Non Durables3.94%
- 🧬 Health Technology3.6%
- 💻 Electronic Technology3.4%
- 🚗 Consumer Durables2.82%
- 💇♀️ Consumer Services2.61%
- 🪙 Cryptocurrencies2.44%
- 🧪 Process Industries2.04%
- 🖥️ Technology Services1.35%
- ⚡ Utilities1.21%
- 🏭 Industrial Services0.97%
- 💼 Commercial Services0.47%
- 🛍️ Retail Trade0.36%
- 🚚 Transportation0.28%
- 📡 Communications0.22%
- 📦 Distribution Services0.04%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE24.03%
- 🇺🇸 NYSE22.46%
- 🇦🇺 Sydney9.85%
- 🇭🇰 Hong Kong Exchanges9.22%
- 🇩🇪 Xetra ETFs6.49%
- 🇺🇸 Nasdaq5.87%
- 🇩🇪 FRA5.48%
- 🌍 Digital Currency4.94%
- 🇩🇰 Copenhagen Stock Exchange1.14%
- 🇪🇸 Bolsa De Madrid0.59%
- 🇳🇴 Oslo Stock Exchange0.42%
- 🇫🇷 Euronext Paris0.39%
- 🇳🇱 Euronext Amsterdam0.12%
- 🇸🇪 Stockholm Stock Exchange0.07%
- 🇨🇭 SIX0.02%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States18.32%
- 🇨🇳 China10.96%
- 🇦🇺 Australia9.85%
- 🇩🇪 Germany5.48%
- 🇱🇺 Luxembourg4.87%
- 🇬🇧 United Kingdom2.02%
- 🇭🇰 Hong Kong1.78%
- 🇩🇰 Denmark1.14%
- 🇪🇸 Spain0.59%
- 🇫🇷 France0.39%
- 🇫🇴 Faroe Islands0.38%
- 🇬🇷 Greece0.18%
- 🇨🇦 Canada0.17%
- 🇳🇱 Netherlands0.14%
- 🇨🇱 Chile0.13%
- 🇮🇪 Ireland0.13%
- 🇸🇪 Sweden0.07%
- 🇧🇲 Bermuda0.05%
- 🇯🇵 Japan0.05%
- 🇳🇴 Norway0.04%
- 🇨🇭 Switzerland0.04%
- 🇧🇷 Brazil0.04%
- 🇮🇱 Israel0.02%
- 🇸🇬 Singapore0.01%
Dividends
Dividend Yield
2.51%
57 out of 116 instruments pay dividend.
58 dividend payments in the next 30 days.
Highest Dividend: $FRCB (37241.38%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 FRCB | 0.53% | 37241.38% | $1.08 |
 AussieEconomy | 0.34% | 3.39% | - |
 SSSS | 0.25% | 98.79% | $7.25 |
 TS | 0.23% | 4.78% | $1.2 |
 DVN | 0.19% | 3.6% | $2.05 |
 VOW3.DE | 0.18% | 6.83% | $9.06 |
 823.HK | 0.09% | 6.62% | $2.63 |
 DividendGrowth | 0.08% | 2.61% | - |
 2331.HK | 0.08% | 4.18% | $0.6 |
 PFE | 0.05% | 7.35% | $1.66 |
 RIO | 0.04% | 6.73% | $4.34 |
 SAB.MC | 0.03% | 5.91% | $0.05 |
 KIE.L | 0.03% | 3.23% | $0.02 |
 03908.HK | 0.02% | 1.21% | $0.18 |
 KVUE | 0.02% | 3.79% | $0.8 |
 APA | 0.02% | 5.55% | $1 |
 GFC.PA | 0.02% | 5.77% | $5.3 |
 The-Chameleon | 0.02% | 0.44% | - |
 00019.HK | 0.02% | 5% | $3.2 |
 SDF.DE | 0.02% | 0.91% | $0.7 |
 InsuranceWorld | 0.02% | 2.45% | - |
 SBLK | 0.02% | 8.72% | $1.82 |
 ARCC | 0.01% | 8.75% | $1.62 |
 ChinaTech | 0.01% | 1.21% | - |
 MIDD.L | 0.01% | 3.14% | - |
 TRET.DE | 0.01% | 3.19% | - |
 MO | 0.01% | 6.92% | $3.92 |
 ENR | 0.01% | 5.42% | $1.2 |
 BAKKA.OL | 0.01% | 2.87% | $13.69 |
 ZIM | 0.01% | 45.12% | $0.23 |
 T | 0.01% | 4.03% | $1.11 |
 WSC | 0.01% | 0.5% | - |
 C | 0.01% | 2.91% | $2.12 |
 RPRX | 0.01% | 2.58% | $0.82 |
 CON.DE | 0.01% | 3.28% | $2.2 |
 ISF.L | 0.01% | 3.54% | - |
 GILD | 0.01% | 2.82% | $3.04 |
 KHC | 0.01% | 6.05% | $1.6 |
 BSAC | 0.01% | 4.01% | $0.57 |
 TSCO.L | 0.01% | 3.55% | $0.12 |
 ORSTED.CO | 0.01% | 0.46% | - |
 HBR.L | 0.01% | 10.72% | $0.2 |
 VFC | 0% | 2.83% | $0.57 |
 GLJ.DE | 0% | 2.88% | $0.47 |
 TGS.OL | 0% | 7.62% | $5.96 |
 CDW | 0% | 1.41% | $2.45 |
 BAYN.DE | 0% | 0.42% | $0.11 |
 UBUT.DE | 0% | 0.43% | - |
 MCG.L | 0% | 2.42% | $0.07 |
 COL.MC | 0% | 3.99% | $0.22 |
 PUM.DE | 0% | 2.81% | $0.82 |
 BABA | 0% | 0.86% | $0.98 |
 PRX.NV | 0% | 0.21% | $0.07 |
 SONY | 0% | 0.37% | $0.49 |
 TAN | 0% | 0.58% | - |
 SOBO | 0% | -5.52% | - |
 ITUB | 0% | -4.8% | $-0.15 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
ZIM | Pay Day | Jun 9, 2025 | $0.74 |
 BDX (DividendGrowth) | Ex-Dividend | Jun 9, 2025 | $1.04 |
 ATO (DividendGrowth) | Pay Day | Jun 9, 2025 | $0.87 |
 ALL (InsuranceWorld) | Ex-Dividend | Jun 9, 2025 | $1.00 |
 AIZ (InsuranceWorld) | Ex-Dividend | Jun 9, 2025 | $0.80 |
 EQH (InsuranceWorld) | Pay Day | Jun 9, 2025 | $0.27 |
VFC | Ex-Dividend | Jun 10, 2025 | $0.09 |
CDW | Pay Day | Jun 10, 2025 | $0.62 |
RPRX | Pay Day | Jun 10, 2025 | $0.22 |
 CVX (DividendGrowth) | Pay Day | Jun 10, 2025 | $1.71 |
 JNJ (DividendGrowth) | Pay Day | Jun 10, 2025 | $1.30 |
 TRV (InsuranceWorld) | Ex-Dividend | Jun 10, 2025 | $1.10 |
 MET (InsuranceWorld) | Pay Day | Jun 10, 2025 | $0.57 |
 ELV (InsuranceWorld) | Ex-Dividend | Jun 10, 2025 | $1.71 |
ENR | Pay Day | Jun 11, 2025 | $0.30 |
 SPGI (DividendGrowth) | Pay Day | Jun 11, 2025 | $0.96 |
BABA | Ex-Dividend | Jun 12, 2025 | $0.95 |
 MSFT (DividendGrowth) | Pay Day | Jun 12, 2025 | $0.83 |
 1299.HK (InsuranceWorld) | Pay Day | Jun 12, 2025 | $0.17 |
 PRU (InsuranceWorld) | Pay Day | Jun 12, 2025 | $1.35 |
BABA (ChinaTech) | Ex-Dividend | Jun 12, 2025 | $0.95 |
PFE | Pay Day | Jun 13, 2025 | $0.43 |
GILD | Ex-Dividend | Jun 13, 2025 | $0.79 |
DVN | Ex-Dividend | Jun 13, 2025 | $0.24 |
ARCC | Ex-Dividend | Jun 13, 2025 | $0.48 |
 KO (DividendGrowth) | Ex-Dividend | Jun 13, 2025 | $0.51 |
 ADP (DividendGrowth) | Ex-Dividend | Jun 13, 2025 | $1.54 |
 XEL (DividendGrowth) | Ex-Dividend | Jun 13, 2025 | $0.57 |
 AIG (InsuranceWorld) | Ex-Dividend | Jun 13, 2025 | $0.45 |
 CB (InsuranceWorld) | Ex-Dividend | Jun 13, 2025 | $0.97 |
 RNR (InsuranceWorld) | Ex-Dividend | Jun 13, 2025 | $0.40 |
 EG (InsuranceWorld) | Pay Day | Jun 13, 2025 | $2.00 |
 NTES (ChinaTech) | Pay Day | Jun 13, 2025 | $0.68 |
MO | Ex-Dividend | Jun 16, 2025 | $1.02 |
2331.HK | Ex-Dividend | Jun 16, 2025 | $0.03 |
 MCD (DividendGrowth) | Pay Day | Jun 16, 2025 | $1.77 |
 NEE (DividendGrowth) | Pay Day | Jun 16, 2025 | $0.57 |
 UNH (InsuranceWorld) | Ex-Dividend | Jun 16, 2025 | $2.21 |
 CRBG (InsuranceWorld) | Ex-Dividend | Jun 16, 2025 | $0.24 |
COL.MC | Ex-Dividend | Jun 17, 2025 | $0.34 |
VFC | Pay Day | Jun 18, 2025 | $0.09 |
823.HK | Ex-Dividend | Jun 18, 2025 | $0.18 |
WSC | Pay Day | Jun 18, 2025 | $0.07 |
 BBY (DividendGrowth) | Ex-Dividend | Jun 18, 2025 | $0.95 |
 NOC (DividendGrowth) | Pay Day | Jun 18, 2025 | $2.31 |
 LHX (DividendGrowth) | Pay Day | Jun 18, 2025 | $1.20 |
 LIN (DividendGrowth) | Pay Day | Jun 18, 2025 | $1.50 |
 ADI (DividendGrowth) | Pay Day | Jun 18, 2025 | $0.99 |
 CI (InsuranceWorld) | Pay Day | Jun 18, 2025 | $1.51 |
COL.MC | Pay Day | Jun 19, 2025 | $0.34 |
 2601.HK (InsuranceWorld) | Ex-Dividend | Jun 19, 2025 | $0.15 |
 02018.HK (ChinaTech) | Pay Day | Jun 19, 2025 | $0.03 |
SBLK | Pay Day | Jun 20, 2025 | $0.05 |
 EVRG (DividendGrowth) | Pay Day | Jun 20, 2025 | $0.67 |
 AJG (InsuranceWorld) | Pay Day | Jun 20, 2025 | $0.65 |
UNH (InsuranceWorld) | Pay Day | Jun 24, 2025 | $2.21 |
ELV (InsuranceWorld) | Pay Day | Jun 25, 2025 | $1.71 |
GILD | Pay Day | Jun 27, 2025 | $0.79 |
TSCO.L | Pay Day | Jun 27, 2025 | $0.12 |
KHC | Pay Day | Jun 27, 2025 | $0.40 |
2331.HK | Pay Day | Jun 27, 2025 | $0.03 |
 LMT (DividendGrowth) | Pay Day | Jun 27, 2025 | $3.30 |
 ELS (DividendGrowth) | Ex-Dividend | Jun 27, 2025 | $0.52 |
AIG (InsuranceWorld) | Pay Day | Jun 27, 2025 | $0.45 |
 02382.HK (ChinaTech) | Pay Day | Jun 27, 2025 | $0.07 |
 669.HK (ChinaTech) | Pay Day | Jun 27, 2025 | $0.15 |
DVN | Pay Day | Jun 30, 2025 | $0.24 |
ARCC | Pay Day | Jun 30, 2025 | $0.48 |
 PEP (DividendGrowth) | Pay Day | Jun 30, 2025 | $1.42 |
BDX (DividendGrowth) | Pay Day | Jun 30, 2025 | $1.04 |
 ES (DividendGrowth) | Pay Day | Jun 30, 2025 | $0.75 |
TRV (InsuranceWorld) | Pay Day | Jun 30, 2025 | $1.10 |
AIZ (InsuranceWorld) | Pay Day | Jun 30, 2025 | $0.80 |
 2318.HK (InsuranceWorld) | Pay Day | Jun 30, 2025 | $0.22 |
CRBG (InsuranceWorld) | Pay Day | Jun 30, 2025 | $0.24 |
 WTW (InsuranceWorld) | Ex-Dividend | Jun 30, 2025 | $0.92 |
RNR (InsuranceWorld) | Pay Day | Jun 30, 2025 | $0.40 |
KO (DividendGrowth) | Pay Day | Jul 1, 2025 | $0.51 |
 NKE (DividendGrowth) | Pay Day | Jul 1, 2025 | $0.40 |
ADP (DividendGrowth) | Pay Day | Jul 1, 2025 | $1.54 |
 APD (DividendGrowth) | Ex-Dividend | Jul 1, 2025 | $1.79 |
ALL (InsuranceWorld) | Pay Day | Jul 1, 2025 | $1.00 |
GFC.PA | Ex-Dividend | Jul 2, 2025 | $2.86 |
 KMB (DividendGrowth) | Pay Day | Jul 2, 2025 | $1.26 |
 RSG (DividendGrowth) | Ex-Dividend | Jul 2, 2025 | $0.58 |
 HIG (InsuranceWorld) | Pay Day | Jul 2, 2025 | $0.52 |
 2628.HK (InsuranceWorld) | Ex-Dividend | Jul 2, 2025 | $0.06 |
 SYY (DividendGrowth) | Ex-Dividend | Jul 3, 2025 | $0.54 |
 GD (DividendGrowth) | Ex-Dividend | Jul 3, 2025 | $1.50 |
CB (InsuranceWorld) | Pay Day | Jul 3, 2025 | $0.97 |
 GL (InsuranceWorld) | Ex-Dividend | Jul 3, 2025 | $0.27 |
GFC.PA | Pay Day | Jul 4, 2025 | $2.86 |
BABA | Pay Day | Jul 10, 2025 | $0.95 |
MO | Pay Day | Jul 10, 2025 | $1.02 |
BBY (DividendGrowth) | Pay Day | Jul 10, 2025 | $0.95 |
BABA (ChinaTech) | Pay Day | Jul 10, 2025 | $0.95 |
ELS (DividendGrowth) | Pay Day | Jul 11, 2025 | $0.52 |
RSG (DividendGrowth) | Pay Day | Jul 15, 2025 | $0.58 |
WTW (InsuranceWorld) | Pay Day | Jul 15, 2025 | $0.92 |
2601.HK (InsuranceWorld) | Pay Day | Jul 18, 2025 | $0.15 |
XEL (DividendGrowth) | Pay Day | Jul 20, 2025 | $0.57 |
APA | Ex-Dividend | Jul 22, 2025 | $0.25 |
 LOW (DividendGrowth) | Ex-Dividend | Jul 23, 2025 | $1.20 |
SYY (DividendGrowth) | Pay Day | Jul 25, 2025 | $0.54 |
 0992.HK (ChinaTech) | Ex-Dividend | Jul 30, 2025 | $0.04 |
GL (InsuranceWorld) | Pay Day | Aug 1, 2025 | $0.27 |
823.HK | Pay Day | Aug 4, 2025 | $0.18 |
LOW (DividendGrowth) | Pay Day | Aug 6, 2025 | $1.20 |
GD (DividendGrowth) | Pay Day | Aug 8, 2025 | $1.50 |
APD (DividendGrowth) | Pay Day | Aug 11, 2025 | $1.79 |
0992.HK (ChinaTech) | Pay Day | Aug 13, 2025 | $0.04 |
2628.HK (InsuranceWorld) | Pay Day | Aug 21, 2025 | $0.06 |
APA | Pay Day | Aug 22, 2025 | $0.25 |
TRET.DE | Pay Day | Sep 11, 2025 | $0.36 |
TAN | Pay Day | Dec 27, 2025 | $0.17 |
 IS04.DE (The-Chameleon) | Pay Day | Dec 27, 2025 | $0.00 |
Performance Metrics
Score 6.3/10
Beta
0.9
0.9
0
0.8
1.2
0
2
Sharpe Ratio
0.68
0.68
0
0.5
1
1.5
1.5
Sortino Ratio
1.51
1.51
0
1
2
3
3
Jensen's Alpha
2.24
2.24
-2
0
2
4.5
4.5
Omega Ratio
1.03
1.03
0
1
1.5
2.5
2.5
Treynor Ratio
1.44
1.44
0
0.75
1.25
2
2
Information Ratio
0.04
0.04
0
0.3
0.6
1
1
Calmar Ratio
0.56
0.56
0
0.3
0.6
1
1
Beta
0.9
0.9
0
0.8
1.2
0
2
Sharpe Ratio
0.68
0.68
0
0.5
1
1.5
1.5
Sortino Ratio
1.51
1.51
0
1
2
3
3
Jensen's Alpha
2.24
2.24
-2
0
2
4.5
4.5
Omega Ratio
1.03
1.03
0
1
1.5
2.5
2.5
Treynor Ratio
1.44
1.44
0
0.75
1.25
2
2
Information Ratio
0.04
0.04
0
0.3
0.6
1
1
Calmar Ratio
0.56
0.56
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
11.24
High:
WSC
306.43WSCLow:
VFC
-83.5VFCDetails
PEG Ratio
133.12
High:
CDW
6,133.82CDWLow:
EH
-147.13EHDetails
Price/Book
0.84
High:
QBTS
25.03QBTSLow:
MO
-28.48MODetails
Price/Sales
0.61
High:QBTS
238.92QBTSLow:
ACHR
-ACHRDetails
Price/CF
5.14
High:
1628.HK
128.931628.HKLow:
ZIM
0.46ZIMDetails
Price/FCF
19.6
High:
ORRON.ST
170.14ORRON.STLow:ZIM
0.6ZIMDetails
P/E Ratio
11.24
High:WSC
306.43WSCLow:VFC
-83.5VFCDetails
PEG Ratio
133.12
High:CDW
6,133.82CDWLow:EH
-147.13EHDetails
Price/Book
0.84
High:QBTS
25.03QBTSLow:MO
-28.48MODetails
Price/Sales
0.61
High:QBTS
238.92QBTSLow:ACHR
-ACHRDetails
Price/CF
5.14
High:1628.HK
128.931628.HKLow:ZIM
0.46ZIMDetails
Price/FCF
19.6
High:ORRON.ST
170.14ORRON.STLow:ZIM
0.6ZIMDetails
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 |