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-1.52%
This Month
-1.06%
Year To Date
+74.55%
2 Years
+271.55%
5 Years
+271.55%
10 Years
+32.48%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading57.19%
- 💇♀️ Consumer Services42.68%
- 💵 Cash0.12%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE64.34%
- 🇺🇸 Nasdaq29.42%
- 🇬🇧 LSE1.37%
- 🇪🇸 Bolsa De Madrid1.01%
- 🇧🇪 Euronext Brussels0.75%
- 🇩🇪 FRA0.64%
- 🇫🇷 Euronext Paris0.63%
- 🇮🇹 Borsa Italiana0.6%
- 🇨🇭 SIX0.33%
- 🇭🇰 Hong Kong Exchanges0.23%
- 🇦🇪 Dubai Financial Market0.15%
- 🇩🇰 Copenhagen Stock Exchange0.09%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States80.11%
- 🇳🇱 Netherlands3.6%
- 🇨🇦 Canada2.7%
- 🇹🇼 Taiwan1.97%
- 🇬🇧 United Kingdom1.65%
- 🇪🇸 Spain1.01%
- 🇧🇷 Brazil0.91%
- 🇮🇹 Italy0.78%
- 🇧🇪 Belgium0.75%
- 🇩🇪 Germany0.64%
- 🇫🇷 France0.63%
- 🇨🇭 Switzerland0.55%
- 🇮🇪 Ireland0.51%
- 🇰🇾 Cayman Islands0.49%
- 🇱🇺 Luxembourg0.43%
- 🇨🇳 China0.4%
- 🇮🇱 Israel0.17%
- 🇬🇷 Greece0.15%
- 🇺🇾 Uruguay0.09%
- 🇩🇰 Denmark0.09%
Dividends
Dividend Yield
1.72%
7 out of 7 instruments pay dividend.
7 dividend payments in the next 30 days.
Highest Dividend: $MCD (2.73%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 MCD | 1.17% | 2.73% | $6.53 |
 Drcmart | 0.23% | 2.46% | - |
 GeorgeFatouros | 0.12% | 1.31% | - |
 TrevinaYoussef | 0.06% | 0.63% | - |
 Sir_H_Pennywise | 0.05% | 0.55% | - |
 Lukas963DE | 0.05% | 0.47% | - |
 2BSmart | 0.04% | 0.47% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 DIS (TrevinaYoussef) | Pay Day | Jul 22, 2026 | $0.75 |
 SSE.L (Drcmart) | Ex-Dividend | Jul 23, 2026 | $0.63 |
 NVT (2BSmart) | Ex-Dividend | Jul 24, 2026 | $0.21 |
 NEXA (Sir_H_Pennywise) | Ex-Dividend | Jul 28, 2026 | $0.13 |
 TD (GeorgeFatouros) | Pay Day | Jul 31, 2026 | $0.81 |
 00285.HK (Drcmart) | Pay Day | Jul 31, 2026 | $0.02 |
 JPM (TrevinaYoussef) | Pay Day | Jul 31, 2026 | $1.50 |
NVT (2BSmart) | Pay Day | Aug 7, 2026 | $0.21 |
NEXA (Sir_H_Pennywise) | Pay Day | Aug 11, 2026 | $0.13 |
 BATS.L (Drcmart) | Pay Day | Aug 14, 2026 | $0.83 |
 GLEN.L (Sir_H_Pennywise) | Ex-Dividend | Aug 26, 2026 | $0.09 |
SSE.L (Drcmart) | Pay Day | Sep 17, 2026 | $0.63 |
GLEN.L (Sir_H_Pennywise) | Pay Day | Sep 18, 2026 | $0.09 |
Performance Metrics
Score 8.1/10
Beta
1.31
1.31
0
0.8
1.2
0
2
Sharpe Ratio
0.9
0.9
0
0.5
1
1.5
1.5
Sortino Ratio
1.87
1.87
0
1
2
3
3
Jensen's Alpha
24
24
-2
0
2
24
24
Omega Ratio
1.9
1.9
0
1
1.5
2.5
2.5
Treynor Ratio
2.08
2.08
0
0.75
1.25
3
3
Information Ratio
0.81
0.81
0
0.3
0.6
1
1
Calmar Ratio
1.1
1.1
0
0.3
0.6
2
2
Beta
1.31
1.31
0
0.8
1.2
0
2
Sharpe Ratio
0.9
0.9
0
0.5
1
1.5
1.5
Sortino Ratio
1.87
1.87
0
1
2
3
3
Jensen's Alpha
24
24
-2
0
2
24
24
Omega Ratio
1.9
1.9
0
1
1.5
2.5
2.5
Treynor Ratio
2.08
2.08
0
0.75
1.25
3
3
Information Ratio
0.81
0.81
0
0.3
0.6
1
1
Calmar Ratio
1.1
1.1
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
22.64
High:MCD
22.64MCDLow:MCD
22.64MCDDetails
PEG Ratio
325.39
High:MCD
325.39MCDLow:MCD
325.39MCDDetails
Price/Book
-151.69
High:MCD
-151.69MCDLow:MCD
-151.69MCDDetails
Price/Sales
7.14
High:MCD
7.14MCDLow:MCD
7.14MCDDetails
Price/CF
21.05
High:MCD
21.05MCDLow:MCD
21.05MCDDetails
Price/FCF
118.77
High:MCD
118.77MCDLow:MCD
118.77MCDDetails
P/E Ratio
22.64
High:MCD
22.64MCDLow:MCD
22.64MCDDetails
PEG Ratio
325.39
High:MCD
325.39MCDLow:MCD
325.39MCDDetails
Price/Book
-151.69
High:MCD
-151.69MCDLow:MCD
-151.69MCDDetails
Price/Sales
7.14
High:MCD
7.14MCDLow:MCD
7.14MCDDetails
Price/CF
21.05
High:MCD
21.05MCDLow:MCD
21.05MCDDetails
Price/FCF
118.77
High:MCD
118.77MCDLow:MCD
118.77MCDDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-27.35% | Jan 2022 | Mar 2023 | 14 |
-15.12% | Oct 2023 | Nov 2023 | 1 |
-10.8% | Jan 2024 | Feb 2024 | 1 |
-10.03% | Apr 2023 | Jun 2023 | 2 |
-7.18% | Jan 2026 | Apr 2026 | 3 |
-5.09% | Jun 2025 | Sep 2025 | 3 |
-3.33% | Oct 2024 | Nov 2024 | 1 |
-3.26% | Apr 2024 | May 2024 | 1 |
-1.95% | Nov 2025 | Dec 2025 | 1 |
-1.52% | Jul 2026 | - | 1 |
-0.43% | Aug 2023 | Sep 2023 | 1 |