Loading...
+0.64%
This Month
+16.83%
Year To Date
+33.84%
2 Years
+63.24%
5 Years
+94.52%
10 Years
+13.51%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💰 Finance23.92%
- 💻 Electronic Technology13.82%
- 🖥️ Technology Services10.14%
- ⛏️ Energy Minerals9.11%
- 🧬 Health Technology6.69%
- 💇♀️ Consumer Services4.3%
- 👥 Copy Trading4.29%
- 🍞 Consumer Non Durables4.04%
- 🛠️ Producer Manufacturing3.95%
- 🛍️ Retail Trade3.69%
- 💵 Cash3.4%
- 🚚 Transportation3.01%
- 🚗 Consumer Durables2.75%
- 🏭 Industrial Services2.39%
- ⚡ Utilities1.31%
- 🪨 Non Energy Minerals1.25%
- 🧪 Process Industries1.18%
- 📡 Communications1.02%
- 📦 Distribution Services0.73%
- 💼 Commercial Services0.31%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE47.01%
- 🇺🇸 Nasdaq24%
- 🇫🇷 Euronext Paris10.31%
- 🇩🇪 FRA4.76%
- 🇬🇧 LSE4.69%
- 🇨🇭 SIX2.57%
- 🇳🇱 Euronext Amsterdam1.76%
- 🇭🇰 Hong Kong Exchanges0.74%
- 🇮🇹 Borsa Italiana0.16%
- 🇩🇪 Xetra ETFs0.08%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States63.32%
- 🇫🇷 France9.75%
- 🇩🇪 Germany4.76%
- 🇨🇭 Switzerland3.72%
- 🇬🇧 United Kingdom3.57%
- 🇳🇱 Netherlands3.25%
- 🇨🇦 Canada3.1%
- 🇭🇰 Hong Kong1.07%
- 🇫🇮 Finland0.9%
- 🇨🇳 China0.74%
- 🇮🇹 Italy0.68%
- 🇺🇾 Uruguay0.38%
Dividends
Dividend Yield
1.93%
73 out of 89 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: $PAGP (8.05%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 PAGP | 0.11% | 8.05% | $1.17 |
 CS.PA | 0.09% | 5.58% | $1.98 |
 INGA.NV | 0.08% | 4.67% | $1.11 |
 TTE.PA | 0.07% | 5.84% | $3.06 |
 ENB | 0.06% | 5.65% | $2.66 |
 SLHN.ZU | 0.06% | 4.01% | $33 |
 MO | 0.05% | 7.09% | $3.92 |
 ZURN.ZU | 0.05% | 4.88% | $26 |
 SU | 0.05% | 3.69% | $1.59 |
 OXY | 0.05% | 2.26% | $0.8 |
 BMW.DE | 0.05% | 4.64% | $6 |
 SHEL | 0.05% | 3.85% | $2.7 |
 RUI.PA | 0.05% | 6.31% | $1.98 |
 SGO.PA | 0.04% | 2.61% | $2.1 |
 XOM | 0.04% | 3.43% | $3.76 |
 WFC | 0.04% | 1.89% | $1.4 |
 PSX | 0.04% | 3.42% | $4.3 |
 LI.PA | 0.04% | 5.6% | $1.8 |
 CVX | 0.04% | 4.52% | $6.28 |
 NEE | 0.04% | 2.74% | $1.97 |
 ABBV | 0.04% | 2.92% | $6.06 |
 BARC.L | 0.03% | 1.94% | $0.08 |
 MC.PA | 0.03% | 2.05% | $13 |
 VICI | 0.03% | 6.26% | $1.66 |
 C | 0.03% | 2.16% | $2.12 |
 SIE.DE | 0.03% | 2.26% | $4.7 |
 T | 0.03% | 4.39% | $1.11 |
 NVS | 0.03% | 2.48% | $3.2 |
 GreenbullInvest | 0.03% | 0.64% | - |
 ARES | 0.03% | 2.79% | $3.4 |
 BAC | 0.03% | 2% | $0.96 |
 MCD | 0.03% | 2.34% | $6.53 |
 VOW3.DE | 0.03% | 6.03% | $9.06 |
 JNJ | 0.03% | 2.54% | $4.81 |
 VZ | 0.02% | 6.62% | $2.66 |
 SAN.PA | 0.02% | 4.64% | $3.76 |
 AMT | 0.02% | 3.77% | $6.56 |
 BLK | 0.02% | 1.94% | $20.2 |
 PAH3.DE | 0.02% | 4.82% | $2.56 |
 PFE | 0.02% | 6.72% | $1.66 |
 HD | 0.02% | 2.63% | $8.52 |
 RCL | 0.02% | 1.18% | - |
 AI.PA | 0.02% | 2.02% | $2.91 |
 PRU.L | 0.02% | 1.64% | $0.28 |
 NOK | 0.02% | 1.87% | $0.1 |
 GLW | 0.02% | 1.3% | $1.12 |
 CRH.L | 0.02% | 1.22% | $1.61 |
 RL | 0.01% | 0.98% | $3.08 |
 STAN.L | 0.01% | 1.85% | $0.22 |
 ODFL | 0.01% | 0.74% | $0.92 |
 AXP | 0.01% | 0.85% | $2.6 |
 JUN3.DE | 0.01% | 2.3% | $0.75 |
 ADM | 0.01% | 3.45% | $1.9 |
 DAL | 0.01% | 1% | $0.3 |
 MSFT | 0.01% | 0.73% | $3 |
 LHA.DE | 0.01% | 3.67% | $0.3 |
 DSY.PA | 0.01% | 1.09% | $0.23 |
 AAPL | 0.01% | 0.37% | $0.97 |
 COST | 0.01% | 0.57% | $19.22 |
 AIR.PA | 0.01% | 1.02% | $1.8 |
 KGX.DE | 0.01% | 1.24% | $0.7 |
 ASML | 0.01% | 0.56% | $5.57 |
 RACE | 0% | 0.89% | $2.64 |
 EA | 0% | 0.37% | $0.76 |
 CRM | 0% | 0.67% | $0.4 |
 REGN | 0% | 0.49% | - |
 META | 0% | 0.31% | $1 |
 GM | 0% | 0.75% | $0.42 |
 IFX.DE | 0% | 0.96% | $0.35 |
 ADS.DE | 0% | 1.24% | $0.7 |
 CPR.MI | 0% | 1.12% | $0.07 |
 MU | 0% | 0.2% | $0.46 |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
JNJ | Pay Day | Dec 9, 2025 | $1.30 |
JNJ (GreenbullInvest) | Pay Day | Dec 9, 2025 | $1.30 |
MSFT | Pay Day | Dec 11, 2025 | $0.91 |
GLW | Pay Day | Dec 12, 2025 | $0.28 |
 WMT (GreenbullInvest) | Ex-Dividend | Dec 12, 2025 | $0.24 |
TTE.PA | Ex-Dividend | Dec 31, 2025 | $1.00 |
TTE.PA | Pay Day | Jan 5, 2026 | $1.00 |
WMT (GreenbullInvest) | Pay Day | Jan 5, 2026 | $0.24 |
Performance Metrics
Score 4.4/10
Beta
0.78
0.78
0
0.8
1.2
0
2
Sharpe Ratio
0.69
0.69
0
0.5
1
1.5
1.5
Sortino Ratio
1.15
1.15
0
1
2
3
3
Jensen's Alpha
-2.58
-2.58
-3
0
2
4.5
4.5
Omega Ratio
0.54
0.54
0
1
1.5
2.5
2.5
Treynor Ratio
1.06
1.06
0
0.75
1.25
2
2
Information Ratio
-0.77
-0.77
-1
0.3
0.6
1
1
Calmar Ratio
0.61
0.61
0
0.3
0.6
1
1
Beta
0.78
0.78
0
0.8
1.2
0
2
Sharpe Ratio
0.69
0.69
0
0.5
1
1.5
1.5
Sortino Ratio
1.15
1.15
0
1
2
3
3
Jensen's Alpha
-2.58
-2.58
-3
0
2
4.5
4.5
Omega Ratio
0.54
0.54
0
1
1.5
2.5
2.5
Treynor Ratio
1.06
1.06
0
0.75
1.25
2
2
Information Ratio
-0.77
-0.77
-1
0.3
0.6
1
1
Calmar Ratio
0.61
0.61
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
30.58
High:
PLTR
411.79PLTRLow:
BA
-14.8BADetails
PEG Ratio
1,327.25
High:
SHEL
53,697.18SHELLow:
MU
3.1MUDetails
Price/Book
5.83
High:PLTR
63.68PLTRLow:
ABBV
-154.02ABBVDetails
Price/Sales
5.21
High:PLTR
116.19PLTRLow:
PAGP
0.09PAGPDetails
Price/CF
22.85
High:PLTR
258.05PLTRLow:
STAN.L
0.98STAN.LDetails
Price/FCF
45.6
High:
NEE
2,356.18NEELow:STAN.L
1.01STAN.LDetails
P/E Ratio
30.58
High:PLTR
411.79PLTRLow:BA
-14.8BADetails
PEG Ratio
1,327.25
High:SHEL
53,697.18SHELLow:MU
3.1MUDetails
Price/Book
5.83
High:PLTR
63.68PLTRLow:ABBV
-154.02ABBVDetails
Price/Sales
5.21
High:PLTR
116.19PLTRLow:PAGP
0.09PAGPDetails
Price/CF
22.85
High:PLTR
258.05PLTRLow:STAN.L
0.98STAN.LDetails
Price/FCF
45.6
High:NEE
2,356.18NEELow:STAN.L
1.01STAN.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-20.07% | Nov 2021 | Jul 2023 | 20 |
-9.78% | Aug 2023 | Dec 2023 | 4 |
-7.94% | Sep 2020 | Nov 2020 | 2 |
-5.21% | Mar 2025 | Jun 2025 | 3 |
-4.28% | Apr 2024 | Jun 2024 | 2 |
-3.57% | Dec 2024 | Jan 2025 | 1 |
-3.19% | Jul 2021 | Oct 2021 | 3 |
-0.44% | Nov 2025 | Dec 2025 | 1 |