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+1.46%
This Month
+22.08%
Year To Date
+37.3%
2 Years
+94.13%
5 Years
+152.58%
10 Years
+19.3%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading32.72%
- 📊 ETFs8.09%
- ⛏️ Energy Minerals7.03%
- 💇♀️ Consumer Services6.71%
- 🍞 Consumer Non Durables6.25%
- 💵 Cash4.76%
- 💰 Finance4.55%
- 💻 Electronic Technology4.26%
- 🧬 Health Technology4.09%
- 🪨 Non Energy Minerals3.97%
- 🪙 Cryptocurrencies3.79%
- 🖥️ Technology Services2.96%
- 🏥 Health Services2.79%
- 🚗 Consumer Durables2.2%
- 🚚 Transportation1.92%
- 🏭 Industrial Services1.2%
- 🧪 Process Industries1.15%
- ⚡ Utilities0.99%
- 🛍️ Retail Trade0.41%
- 🛠️ Producer Manufacturing0.06%
- 💼 Commercial Services0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE27.19%
- 🇬🇧 LSE25.16%
- 🌍 Digital Currency10.35%
- 🇺🇸 Nasdaq10.1%
- 🇩🇪 Xetra ETFs6.75%
- 🇭🇰 Hong Kong Exchanges5.48%
- 🇩🇪 FRA4.42%
- 🇳🇴 Oslo Stock Exchange1.31%
- 🇩🇰 Copenhagen Stock Exchange0.9%
- 🇫🇷 Euronext Paris0.33%
- 🇳🇱 Euronext Amsterdam0.12%
- 🇸🇪 Stockholm Stock Exchange0.09%
- 🇨🇭 SIX0.03%
- 🇪🇸 Bolsa De Madrid0.02%
- 🇦🇺 Sydney0.01%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States23.73%
- 🇨🇳 China10.76%
- 🇬🇧 United Kingdom7.16%
- 🇩🇪 Germany4.42%
- 🇬🇷 Greece1.84%
- 🇳🇱 Netherlands1.27%
- 🇫🇴 Faroe Islands1.26%
- 🇱🇺 Luxembourg0.93%
- 🇩🇰 Denmark0.9%
- 🇭🇰 Hong Kong0.8%
- 🇫🇷 France0.33%
- 🇨🇱 Chile0.16%
- 🇨🇦 Canada0.1%
- 🇸🇪 Sweden0.09%
- 🇧🇲 Bermuda0.08%
- 🇨🇭 Switzerland0.06%
- 🇧🇷 Brazil0.05%
- 🇳🇴 Norway0.04%
- 🇮🇪 Ireland0.03%
- 🇮🇱 Israel0.03%
- 🇪🇸 Spain0.02%
- 🇦🇺 Australia0.01%
Dividends
Dividend Yield
1.98%
45 out of 105 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $FRCB (56842.11%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 FRCB | 0.78% | 56842.11% | $1.08 |
 DVN | 0.16% | 2.55% | $2.05 |
 RIO | 0.15% | 5.04% | $4.34 |
 VOW3.DE | 0.12% | 6.03% | $9.06 |
 KVUE | 0.1% | 4.87% | $0.8 |
 UNH | 0.07% | 2.65% | $7.74 |
 EDU | 0.06% | 1.14% | - |
 PFE | 0.05% | 6.72% | $1.66 |
 KIE.L | 0.04% | 3.28% | $0.02 |
 00019.HK | 0.04% | 5.09% | $3.2 |
 TS | 0.04% | 4.12% | $1.2 |
 BAKKA.OL | 0.03% | 2.73% | $13.69 |
 CMCSA | 0.03% | 4.85% | $1.2 |
 WSC | 0.03% | 1.33% | - |
 InsuranceWorld | 0.03% | 2.49% | - |
 SBLK | 0.03% | 1.48% | $1.82 |
 HBR.L | 0.03% | 9.47% | $0.2 |
 2331.HK | 0.02% | 3.53% | $0.6 |
 APA | 0.02% | 3.74% | $1 |
 GFC.PA | 0.02% | 6.8% | $5.3 |
 VFC | 0.02% | 1.94% | $0.57 |
 SDF.DE | 0.01% | 1.28% | $0.7 |
 ENR | 0.01% | 6.61% | $1.2 |
 C | 0.01% | 2.16% | $2.12 |
 PUM.DE | 0.01% | 2.91% | $0.82 |
 03908.HK | 0.01% | 1.04% | $0.18 |
 META | 0.01% | 0.31% | $1 |
 RPRX | 0.01% | 2.25% | $0.82 |
 CON.DE | 0.01% | 3.84% | $2.2 |
 ASML | 0.01% | 0.56% | $5.57 |
 GILD | 0.01% | 2.57% | $3.04 |
 ZIM | 0.01% | 20.91% | $0.23 |
 TSCO.L | 0.01% | 3.15% | $0.12 |
 KHC | 0.01% | 6.5% | $1.6 |
 BSAC | 0.01% | 3.21% | $0.57 |
 GLJ.DE | 0% | 2.7% | $0.47 |
 TGS.OL | 0% | 7.28% | $5.96 |
 CDW | 0% | 1.74% | $2.45 |
 BAYN.DE | 0% | 0.33% | $0.11 |
 COL.MC | 0% | 4.63% | $0.22 |
 BABA | 0% | 0.66% | $0.98 |
 PRX.NV | 0% | 0.39% | $0.07 |
 SOBO | 0% | -7.39% | - |
 WJL.ASX | 0% | -2.26% | - |
 ITUB | 0% | -9.43% | $-0.15 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 MET (InsuranceWorld) | Pay Day | Dec 9, 2025 | $0.57 |
 01336.HK (InsuranceWorld) | Pay Day | Dec 12, 2025 | $0.09 |
 TAN | Pay Day | Dec 27, 2025 | $0.00 |
Performance Metrics
Score 6/10
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
1.23
1.23
-2
0
2
4.5
4.5
Omega Ratio
0.98
0.98
0
1
1.5
2.5
2.5
Treynor Ratio
1.46
1.46
0
0.75
1.25
2
2
Information Ratio
-0.03
-0.03
-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
1.23
1.23
-2
0
2
4.5
4.5
Omega Ratio
0.98
0.98
0
1
1.5
2.5
2.5
Treynor Ratio
1.46
1.46
0
0.75
1.25
2
2
Information Ratio
-0.03
-0.03
-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
22.06
High:
WBD
130.97WBDLow:
BAYN.DE
-169.98BAYN.DEDetails
PEG Ratio
75.27
High:
META
458.88METALow:BAYN.DE
-219.31BAYN.DEDetails
Price/Book
3.51
High:
ASML
19.82ASMLLow:
MCG.L
-1.22MCG.LDetails
Price/Sales
2.03
High:
QBTS
355.47QBTSLow:
ACHR
-ACHRDetails
Price/CF
12.27
High:
1628.HK
128.931628.HKLow:
ZIM
0.61ZIMDetails
Price/FCF
36.56
High:
KVUE
553.96KVUELow:ZIM
1.1ZIMDetails
P/E Ratio
22.06
High:WBD
130.97WBDLow:BAYN.DE
-169.98BAYN.DEDetails
PEG Ratio
75.27
High:META
458.88METALow:BAYN.DE
-219.31BAYN.DEDetails
Price/Book
3.51
High:ASML
19.82ASMLLow:MCG.L
-1.22MCG.LDetails
Price/Sales
2.03
High:QBTS
355.47QBTSLow:ACHR
-ACHRDetails
Price/CF
12.27
High:1628.HK
128.931628.HKLow:ZIM
0.61ZIMDetails
Price/FCF
36.56
High:KVUE
553.96KVUELow:ZIM
1.1ZIMDetails
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 |
-3.2% | Nov 2025 | - | 2 |
-1.72% | Mar 2025 | May 2025 | 2 |
-1.11% | Oct 2024 | Jan 2025 | 3 |