Portfolio of alezenonos on eToro

alezenonos

🇬🇧 Multi-Strategy Stock Investor.

2 copiers.

Copy Trading does not amount to investment advice. Your investments value may go up or down. Your capital is at risk.

Summary

+0.82%

Today

+1.18%

This Month

+8.28%

Year To Date

+35.49%

2 Years

+37.93%

5 Years

+3.36%

Annualized

Diversification

Sectors Breakdown

Sector
Total

📊 ETFs
19.22%
💰 Finance
14.63%
🖥️ Technology Services
11.51%
💻 Electronic Technology
9.46%
🍞 Consumer Non Durables
9.41%
🧬 Health Technology
6.96%
🛍️ Retail Trade
5.45%
⛏️ Energy Minerals
4.16%
🪨 Non Energy Minerals
3.62%
💇‍♀️ Consumer Services
3.6%
🏥 Health Services
2.92%
🪙 Cryptocurrencies
2.68%
🛠️ Producer Manufacturing
2.64%
🚗 Consumer Durables
1.58%
📡 Communications
0.74%
💼 Commercial Services
0.63%
🏭 Industrial Services
0.29%
🚚 Transportation
0.28%
💵 Cash
0.09%
⚡ Utilities
0.09%
📦 Distribution Services
0.05%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
50.58%
🇺🇸 Nasdaq
24.74%
🇬🇧 LSE
12.29%
🌍 Digital Currency
2.68%
🇨🇭 SIX
2.53%
🇫🇷 Euronext Paris
1.8%
🇭🇰 Hong Kong Exchanges
1.26%
🇩🇪 FRA
0.88%
🇮🇹 Borsa Italiana
0.81%
🇺🇸 Chicago Board Options Exchange
0.74%
🇳🇱 Euronext Amsterdam
0.47%
🇪🇸 Bolsa De Madrid
0.32%
🇩🇪 Xetra ETFs
0.27%
🇸🇦 Tadawul
0.26%
🇩🇰 Copenhagen Stock Exchange
0.22%
🇳🇴 Oslo Stock Exchange
0.07%

Countries Breakdown

Country
Total

🇺🇸 United States
52.22%
🇬🇧 United Kingdom
11.99%
🇨🇭 Switzerland
3.11%
🇨🇳 China
2.33%
🇫🇷 France
1.98%
🇩🇪 Germany
1.31%
🇮🇹 Italy
0.81%
🇹🇼 Taiwan
0.66%
🇳🇱 Netherlands
0.66%
🇰🇷 South Korea
0.59%
🇯🇵 Japan
0.56%
🇨🇦 Canada
0.48%
🇱🇺 Luxembourg
0.32%
🇩🇰 Denmark
0.29%
🇸🇦 Saudi Arabia
0.26%
🇮🇪 Ireland
0.21%
🇫🇮 Finland
0.12%
🇳🇴 Norway
0.07%
🇧🇲 Bermuda
0.05%

Dividends

Dividend Yield

2.2%

143 out of 175 instruments pay dividend.

34 dividend payments in the next 30 days.

Highest Dividend: $LGEN.L (8.36%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
RIO.L	0.22%	7.12%	$3.41
O	0.19%	5.67%	$3.09
KO	0.08%	2.8%	$1.89
NESN.ZU	0.07%	3.52%	$3
JNJ	0.07%	3.25%	$4.81
CVX	0.06%	4.78%	$6.28
MCD	0.05%	2.28%	$6.53
ENI.MI	0.05%	7.65%	$0.94
LGEN.L	0.05%	8.36%	$0.2
MMM	0.05%	1.96%	$5.21
MINT	0.04%	5.12%	-
BP.L	0.03%	6.82%	$0.23
BAC	0.03%	2.32%	$0.96
LLOY.L	0.03%	4.13%	$0.03
CVS	0.03%	4.2%	$2.54
URA	0.03%	3.05%	-
UNH	0.03%	2.83%	$7.74
DGE.L	0.03%	4.15%	$0.81
TSCO.L	0.03%	3.51%	$0.12
MC.PA	0.03%	2.76%	$13
BIL	0.03%	4.76%	-
NWG.L	0.03%	4.08%	$0.17
SBUX	0.03%	2.7%	$2.24
PFE	0.03%	7.27%	$1.66
BLND.L	0.02%	3.71%	$0.23
XOM	0.02%	3.77%	$3.76
MSFT	0.02%	0.69%	$3
PEP	0.02%	4.23%	$5.15
VOO	0.02%	1.37%	-
0386.HK	0.02%	7.33%	$0.37
UPS	0.02%	6.68%	$6.5
IBM	0.02%	2.49%	$6.65
BOND	0.02%	5.1%	-
TLT	0.02%	4.21%	-
TM	0.02%	3.12%	$4.64
SAOC	0.02%	6.74%	$1.87
REET	0.02%	3.48%	-
TTE.PA	0.02%	6.17%	$3.06
ULVR.L	0.02%	3.25%	$1.47
C	0.02%	2.87%	$2.12
GSK.L	0.02%	4.11%	$0.59
SHEL.L	0.02%	4.32%	$0.8
RY	0.02%	3.3%	$4.03
AAPL	0.02%	0.49%	$0.97
T	0.02%	3.97%	$1.11
SAFE.L	0.01%	4.89%	$0.28
HSBA.L	0.01%	5.81%	$0.49
SMSN.L	0.01%	2.2%	$23.68
VZ	0.01%	6.18%	$2.66
AZN.L	0.01%	2.29%	$2.28
PDBC	0.01%	4.63%	-
VNQ	0.01%	4.06%	-
ABT	0.01%	1.71%	$2.16
SAN.PA	0.01%	4.44%	$3.76
INTC	0.01%	2.47%	$0.5
CL	0.01%	2.24%	$1.96
BARC.L	0.01%	2.53%	$0.08
F	0.01%	7.32%	$0.78
MRK	0.01%	4.06%	$3.04
XLU	0.01%	2.89%	-
SLB	0.01%	3.32%	$1.05
AXP	0.01%	0.97%	$2.6
NKE	0.01%	2.52%	$1.45
URW.PA	0.01%	4.29%	$2.5
3988.HK	0.01%	5.72%	$0.26
BABA	0.01%	0.87%	$0.98
0700.HK	0.01%	0.88%	$3.4
HSY	0.01%	3.4%	$5.12
TSM	0.01%	1.1%	$1.74
PG	0.01%	2.49%	$3.83
BND	0.01%	3.68%	-
MBG.DE	0.01%	8.36%	$5.3
META	0.01%	0.29%	$1
CFR.ZU	0.01%	1.98%	$2.75
RTX	0.01%	1.85%	$2.44
EWJ	0.01%	2.12%	-
ALV.DE	0.01%	4.34%	$13.8
IGF	0.01%	2.85%	-
MTS.MC	0.01%	1.83%	$0.44
SNY	0.01%	3.2%	$1.48
GOOG	0.01%	0.46%	$0.2
PIRC.MI	0.01%	4.06%	$0.2
JPM	0.01%	2%	$4.4
LIT	0.01%	1.03%	-
NOVO-B.CO	0.01%	2.32%	$9.4
MCHI	0%	2.09%	-
VTI	0%	1.37%	-
XLP	0%	2.46%	-
VOD.L	0%	5.16%	$0.08
EQNR.OL	0%	6.23%	$13.95
KHC	0%	6.02%	$1.6
SIRI	0%	4.9%	$0.1
SHV	0%	4.78%	-
ICLN	0%	1.78%	-
IMTB	0%	4.36%	-
ASML.NV	0%	0.96%	$6.1
ABBV	0%	3.36%	$6.06
PAH3.DE	0%	5.61%	$2.56
VIG	0%	1.86%	-
CRM	0%	0.59%	$0.4
QQQ	0%	0.58%	-
NUE	0%	1.79%	$2.13
VWO	0%	3.13%	-
UNA.NV	0%	3.3%	-
STIP	0%	3.32%	-
V	0%	0.62%	$2.01
SO	0%	3.29%	$2.82
XLV	0%	1.66%	-
QCOM	0%	2.3%	$3.25
BLK	0%	2.09%	$20.2
COST	0%	0.47%	$19.22
IQQH.DE	0%	2.62%	-
LMT	0%	2.73%	$12.45
QUAL	0%	1.08%	-
WMT	0%	0.97%	$0.81
ORCL	0%	0.98%	$1.6
VOOG	0%	0.6%	-
DGRO	0%	2.23%	-
UHR.ZU	0%	3.27%	$6.5
NOK	0%	1.89%	$0.1
VT.US	0%	1.93%	-
EBAY	0%	1.42%	$1.04
ASML	0%	0.78%	$5.57
PAVE	0%	0.57%	-
DIS	0%	0.88%	$0.75
ADS.DE	0%	0.95%	$0.7
BA.L	0%	1.71%	$0.3
ACN	0%	1.81%	$4.99
OTIS	0%	1.66%	$1.41
GOOGL	0%	0.47%	$0.2
BAYN.DE	0%	0.42%	$0.11
FIW.US	0%	0.74%	-
VUG	0%	0.51%	-
EXPN.L	0%	1.27%	$0.46
GLEN.L	0%	2.6%	$0.1
LISP.ZU	0%	1.14%	$140
IWM	0%	1.27%	-
NVO	0%	1.59%	$0.98
ITA	0%	0.78%	-
RR.L	0%	0.68%	-
SPGI	0%	0.72%	$3.62
MA	0%	0.48%	$2.46
NVDA	0%	0.03%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share
GOOG	Ex-Dividend	Jun 9, 2025	$0.21
0386.HK	Ex-Dividend	Jun 9, 2025	$0.02
GOOGL	Ex-Dividend	Jun 9, 2025	$0.21
CVX	Pay Day	Jun 10, 2025	$1.71
IBM	Pay Day	Jun 10, 2025	$1.68
JNJ	Pay Day	Jun 10, 2025	$1.30
XOM	Pay Day	Jun 10, 2025	$0.99
NVDA	Ex-Dividend	Jun 11, 2025	$0.01
SPGI	Pay Day	Jun 11, 2025	$0.96
MSFT	Pay Day	Jun 12, 2025	$0.83
MMM	Pay Day	Jun 12, 2025	$0.73
RTX	Pay Day	Jun 12, 2025	$0.68
BABA	Ex-Dividend	Jun 12, 2025	$0.95
TSM	Ex-Dividend	Jun 12, 2025	$0.68
SNY	Pay Day	Jun 12, 2025	$2.52
KO	Ex-Dividend	Jun 13, 2025	$0.51
PFE	Pay Day	Jun 13, 2025	$0.43
EBAY	Pay Day	Jun 13, 2025	$0.29
ULVR.L	Pay Day	Jun 13, 2025	$0.52
O	Pay Day	Jun 13, 2025	$0.27
GOOG	Pay Day	Jun 16, 2025	$0.21
META	Ex-Dividend	Jun 16, 2025	$0.52
MCD	Pay Day	Jun 16, 2025	$1.77
MRK	Ex-Dividend	Jun 16, 2025	$0.81
UNH	Ex-Dividend	Jun 16, 2025	$2.21
HSY	Pay Day	Jun 16, 2025	$1.37
GOOGL	Pay Day	Jun 16, 2025	$0.21
TTE.PA	Ex-Dividend	Jun 19, 2025	$0.88
BLND.L	Ex-Dividend	Jun 19, 2025	$0.14
EXPN.L	Ex-Dividend	Jun 19, 2025	$0.43
HSBA.L	Pay Day	Jun 20, 2025	$0.10
BLK	Pay Day	Jun 23, 2025	$5.21
SHEL.L	Pay Day	Jun 23, 2025	$0.36
PIRC.MI	Ex-Dividend	Jun 23, 2025	$0.28
DIS	Ex-Dividend	Jun 24, 2025	$0.50
UNH	Pay Day	Jun 24, 2025	$2.21
PIRC.MI	Pay Day	Jun 25, 2025	$0.28
META	Pay Day	Jun 26, 2025	$0.52
QCOM	Pay Day	Jun 26, 2025	$0.89
BAC	Pay Day	Jun 27, 2025	$0.26
LMT	Pay Day	Jun 27, 2025	$3.30
TSCO.L	Pay Day	Jun 27, 2025	$0.12
0386.HK	Pay Day	Jun 27, 2025	$0.02
KHC	Pay Day	Jun 27, 2025	$0.40
PEP	Pay Day	Jun 30, 2025	$1.42
KO	Pay Day	Jul 1, 2025	$0.51
NKE	Pay Day	Jul 1, 2025	$0.40
TTE.PA	Pay Day	Jul 1, 2025	$0.88
JPM	Ex-Dividend	Jul 3, 2025	$1.40
NVDA	Pay Day	Jul 3, 2025	$0.01
MRK	Pay Day	Jul 8, 2025	$0.81
BABA	Pay Day	Jul 10, 2025	$0.95
GSK.L	Pay Day	Jul 10, 2025	$0.21
SLB	Pay Day	Jul 10, 2025	$0.28
TSM	Pay Day	Jul 10, 2025	$0.68
EXPN.L	Pay Day	Jul 18, 2025	$0.43
DIS	Pay Day	Jul 23, 2025	$0.50
RY	Ex-Dividend	Jul 24, 2025	$1.11
BLND.L	Pay Day	Jul 25, 2025	$0.14
JPM	Pay Day	Jul 31, 2025	$1.40
VOD.L	Pay Day	Aug 1, 2025	$0.02
WMT	Ex-Dividend	Aug 15, 2025	$0.24
EQNR.OL	Ex-Dividend	Aug 18, 2025	$0.37
RY	Pay Day	Aug 22, 2025	$1.11
GLEN.L	Ex-Dividend	Aug 28, 2025	$0.05
EQNR.OL	Pay Day	Aug 29, 2025	$0.37
WMT	Pay Day	Sep 2, 2025	$0.24
GLEN.L	Pay Day	Sep 19, 2025	$0.05
EWJ	Pay Day	Dec 20, 2025	$1.06
MCHI	Pay Day	Dec 20, 2025	$0.00
ICLN	Pay Day	Dec 20, 2025	$0.11
IGF	Pay Day	Dec 20, 2025	$0.85
PDBC	Pay Day	Dec 27, 2025	$0.00

Performance Metrics

Score 5.1/10

Beta

0.11

0.8

1.2

Sharpe Ratio

0.3

0.5

1.5

Sortino Ratio

0.57

Jensen's Alpha

0.44

-2

4.5

Omega Ratio

0.64

1.5

2.5

Treynor Ratio

1.13

0.75

1.25

Information Ratio

-0.57

-1

0.3

0.6

Calmar Ratio

0.58

0.3

0.6

Beta

0.11

0.8

1.2

Sharpe Ratio

0.3

0.5

1.5

Sortino Ratio

0.57

Jensen's Alpha

0.44

-2

4.5

Omega Ratio

0.64

1.5

2.5

Treynor Ratio

1.13

0.75

1.25

Information Ratio

-0.57

-1

0.3

0.6

Calmar Ratio

0.58

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

26.66

High:

PLTR

523.62

Low:

CRWD

-662.57

Details

PEG Ratio

782.63

High:

10,128.43

Low:

COUR

-53.49

Details

Price/Book

6.25

High:

ABBV

233.19

Low:

RR.L

-81.73

Details

Price/Sales

4.76

High:

PLTR

98.27

Low:

0386.HK

0.17

Details

Price/CF

19.76

High:

ARM

286.48

Low:

VOD.L

1.55

Details

Price/FCF

43.67

High:

NUE

5,649.81

Low:

VOD.L

2.54

Details

P/E Ratio

26.66

High:

PLTR

523.62

Low:

CRWD

-662.57

Details

Worst Drawdowns

Depth	Start	End	Total months
-5.47%	Apr 2023	Jun 2023	2
-5.05%	Aug 2023	Nov 2023	3
-2.85%	Oct 2024	Jan 2025	3
-2.57%	Apr 2024	May 2024	1
-2.57%	Mar 2025	May 2025	2
-0.73%	Jul 2014	Sep 2014	2
-0.53%	Feb 2023	Mar 2023	1
-0.45%	Jan 2024	Feb 2024	1

Monthly Performance

Diversification

Sectors Breakdown

Sector
Total

📊 ETFs
19.22%
💰 Finance
14.63%
🖥️ Technology Services
11.51%
💻 Electronic Technology
9.46%
🍞 Consumer Non Durables
9.41%
🧬 Health Technology
6.96%
🛍️ Retail Trade
5.45%
⛏️ Energy Minerals
4.16%
🪨 Non Energy Minerals
3.62%
💇‍♀️ Consumer Services
3.6%
🏥 Health Services
2.92%
🪙 Cryptocurrencies
2.68%
🛠️ Producer Manufacturing
2.64%
🚗 Consumer Durables
1.58%
📡 Communications
0.74%
💼 Commercial Services
0.63%
🏭 Industrial Services
0.29%
🚚 Transportation
0.28%
💵 Cash
0.09%
⚡ Utilities
0.09%
📦 Distribution Services
0.05%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
50.58%
🇺🇸 Nasdaq
24.74%
🇬🇧 LSE
12.29%
🌍 Digital Currency
2.68%
🇨🇭 SIX
2.53%
🇫🇷 Euronext Paris
1.8%
🇭🇰 Hong Kong Exchanges
1.26%
🇩🇪 FRA
0.88%
🇮🇹 Borsa Italiana
0.81%
🇺🇸 Chicago Board Options Exchange
0.74%
🇳🇱 Euronext Amsterdam
0.47%
🇪🇸 Bolsa De Madrid
0.32%
🇩🇪 Xetra ETFs
0.27%
🇸🇦 Tadawul
0.26%
🇩🇰 Copenhagen Stock Exchange
0.22%
🇳🇴 Oslo Stock Exchange
0.07%

Countries Breakdown

Country
Total

🇺🇸 United States
52.22%
🇬🇧 United Kingdom
11.99%
🇨🇭 Switzerland
3.11%
🇨🇳 China
2.33%
🇫🇷 France
1.98%
🇩🇪 Germany
1.31%
🇮🇹 Italy
0.81%
🇹🇼 Taiwan
0.66%
🇳🇱 Netherlands
0.66%
🇰🇷 South Korea
0.59%
🇯🇵 Japan
0.56%
🇨🇦 Canada
0.48%
🇱🇺 Luxembourg
0.32%
🇩🇰 Denmark
0.29%
🇸🇦 Saudi Arabia
0.26%
🇮🇪 Ireland
0.21%
🇫🇮 Finland
0.12%
🇳🇴 Norway
0.07%
🇧🇲 Bermuda
0.05%

Dividends

Dividend Yield

2.2%

143 out of 175 instruments pay dividend.

34 dividend payments in the next 30 days.

Highest Dividend: $LGEN.L (8.36%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
RIO.L	0.22%	7.12%	$3.41
O	0.19%	5.67%	$3.09
KO	0.08%	2.8%	$1.89
NESN.ZU	0.07%	3.52%	$3
JNJ	0.07%	3.25%	$4.81
CVX	0.06%	4.78%	$6.28
MCD	0.05%	2.28%	$6.53
ENI.MI	0.05%	7.65%	$0.94
LGEN.L	0.05%	8.36%	$0.2
MMM	0.05%	1.96%	$5.21
MINT	0.04%	5.12%	-
BP.L	0.03%	6.82%	$0.23
BAC	0.03%	2.32%	$0.96
LLOY.L	0.03%	4.13%	$0.03
CVS	0.03%	4.2%	$2.54
URA	0.03%	3.05%	-
UNH	0.03%	2.83%	$7.74
DGE.L	0.03%	4.15%	$0.81
TSCO.L	0.03%	3.51%	$0.12
MC.PA	0.03%	2.76%	$13
BIL	0.03%	4.76%	-
NWG.L	0.03%	4.08%	$0.17
SBUX	0.03%	2.7%	$2.24
PFE	0.03%	7.27%	$1.66
BLND.L	0.02%	3.71%	$0.23
XOM	0.02%	3.77%	$3.76
MSFT	0.02%	0.69%	$3
PEP	0.02%	4.23%	$5.15
VOO	0.02%	1.37%	-
0386.HK	0.02%	7.33%	$0.37
UPS	0.02%	6.68%	$6.5
IBM	0.02%	2.49%	$6.65
BOND	0.02%	5.1%	-
TLT	0.02%	4.21%	-
TM	0.02%	3.12%	$4.64
SAOC	0.02%	6.74%	$1.87
REET	0.02%	3.48%	-
TTE.PA	0.02%	6.17%	$3.06
ULVR.L	0.02%	3.25%	$1.47
C	0.02%	2.87%	$2.12
GSK.L	0.02%	4.11%	$0.59
SHEL.L	0.02%	4.32%	$0.8
RY	0.02%	3.3%	$4.03
AAPL	0.02%	0.49%	$0.97
T	0.02%	3.97%	$1.11
SAFE.L	0.01%	4.89%	$0.28
HSBA.L	0.01%	5.81%	$0.49
SMSN.L	0.01%	2.2%	$23.68
VZ	0.01%	6.18%	$2.66
AZN.L	0.01%	2.29%	$2.28
PDBC	0.01%	4.63%	-
VNQ	0.01%	4.06%	-
ABT	0.01%	1.71%	$2.16
SAN.PA	0.01%	4.44%	$3.76
INTC	0.01%	2.47%	$0.5
CL	0.01%	2.24%	$1.96
BARC.L	0.01%	2.53%	$0.08
F	0.01%	7.32%	$0.78
MRK	0.01%	4.06%	$3.04
XLU	0.01%	2.89%	-
SLB	0.01%	3.32%	$1.05
AXP	0.01%	0.97%	$2.6
NKE	0.01%	2.52%	$1.45
URW.PA	0.01%	4.29%	$2.5
3988.HK	0.01%	5.72%	$0.26
BABA	0.01%	0.87%	$0.98
0700.HK	0.01%	0.88%	$3.4
HSY	0.01%	3.4%	$5.12
TSM	0.01%	1.1%	$1.74
PG	0.01%	2.49%	$3.83
BND	0.01%	3.68%	-
MBG.DE	0.01%	8.36%	$5.3
META	0.01%	0.29%	$1
CFR.ZU	0.01%	1.98%	$2.75
RTX	0.01%	1.85%	$2.44
EWJ	0.01%	2.12%	-
ALV.DE	0.01%	4.34%	$13.8
IGF	0.01%	2.85%	-
MTS.MC	0.01%	1.83%	$0.44
SNY	0.01%	3.2%	$1.48
GOOG	0.01%	0.46%	$0.2
PIRC.MI	0.01%	4.06%	$0.2
JPM	0.01%	2%	$4.4
LIT	0.01%	1.03%	-
NOVO-B.CO	0.01%	2.32%	$9.4
MCHI	0%	2.09%	-
VTI	0%	1.37%	-
XLP	0%	2.46%	-
VOD.L	0%	5.16%	$0.08
EQNR.OL	0%	6.23%	$13.95
KHC	0%	6.02%	$1.6
SIRI	0%	4.9%	$0.1
SHV	0%	4.78%	-
ICLN	0%	1.78%	-
IMTB	0%	4.36%	-
ASML.NV	0%	0.96%	$6.1
ABBV	0%	3.36%	$6.06
PAH3.DE	0%	5.61%	$2.56
VIG	0%	1.86%	-
CRM	0%	0.59%	$0.4
QQQ	0%	0.58%	-
NUE	0%	1.79%	$2.13
VWO	0%	3.13%	-
UNA.NV	0%	3.3%	-
STIP	0%	3.32%	-
V	0%	0.62%	$2.01
SO	0%	3.29%	$2.82
XLV	0%	1.66%	-
QCOM	0%	2.3%	$3.25
BLK	0%	2.09%	$20.2
COST	0%	0.47%	$19.22
IQQH.DE	0%	2.62%	-
LMT	0%	2.73%	$12.45
QUAL	0%	1.08%	-
WMT	0%	0.97%	$0.81
ORCL	0%	0.98%	$1.6
VOOG	0%	0.6%	-
DGRO	0%	2.23%	-
UHR.ZU	0%	3.27%	$6.5
NOK	0%	1.89%	$0.1
VT.US	0%	1.93%	-
EBAY	0%	1.42%	$1.04
ASML	0%	0.78%	$5.57
PAVE	0%	0.57%	-
DIS	0%	0.88%	$0.75
ADS.DE	0%	0.95%	$0.7
BA.L	0%	1.71%	$0.3
ACN	0%	1.81%	$4.99
OTIS	0%	1.66%	$1.41
GOOGL	0%	0.47%	$0.2
BAYN.DE	0%	0.42%	$0.11
FIW.US	0%	0.74%	-
VUG	0%	0.51%	-
EXPN.L	0%	1.27%	$0.46
GLEN.L	0%	2.6%	$0.1
LISP.ZU	0%	1.14%	$140
IWM	0%	1.27%	-
NVO	0%	1.59%	$0.98
ITA	0%	0.78%	-
RR.L	0%	0.68%	-
SPGI	0%	0.72%	$3.62
MA	0%	0.48%	$2.46
NVDA	0%	0.03%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share
GOOG	Ex-Dividend	Jun 9, 2025	$0.21
0386.HK	Ex-Dividend	Jun 9, 2025	$0.02
GOOGL	Ex-Dividend	Jun 9, 2025	$0.21
CVX	Pay Day	Jun 10, 2025	$1.71
IBM	Pay Day	Jun 10, 2025	$1.68
JNJ	Pay Day	Jun 10, 2025	$1.30
XOM	Pay Day	Jun 10, 2025	$0.99
NVDA	Ex-Dividend	Jun 11, 2025	$0.01
SPGI	Pay Day	Jun 11, 2025	$0.96
MSFT	Pay Day	Jun 12, 2025	$0.83
MMM	Pay Day	Jun 12, 2025	$0.73
RTX	Pay Day	Jun 12, 2025	$0.68
BABA	Ex-Dividend	Jun 12, 2025	$0.95
TSM	Ex-Dividend	Jun 12, 2025	$0.68
SNY	Pay Day	Jun 12, 2025	$2.52
KO	Ex-Dividend	Jun 13, 2025	$0.51
PFE	Pay Day	Jun 13, 2025	$0.43
EBAY	Pay Day	Jun 13, 2025	$0.29
ULVR.L	Pay Day	Jun 13, 2025	$0.52
O	Pay Day	Jun 13, 2025	$0.27
GOOG	Pay Day	Jun 16, 2025	$0.21
META	Ex-Dividend	Jun 16, 2025	$0.52
MCD	Pay Day	Jun 16, 2025	$1.77
MRK	Ex-Dividend	Jun 16, 2025	$0.81
UNH	Ex-Dividend	Jun 16, 2025	$2.21
HSY	Pay Day	Jun 16, 2025	$1.37
GOOGL	Pay Day	Jun 16, 2025	$0.21
TTE.PA	Ex-Dividend	Jun 19, 2025	$0.88
BLND.L	Ex-Dividend	Jun 19, 2025	$0.14
EXPN.L	Ex-Dividend	Jun 19, 2025	$0.43
HSBA.L	Pay Day	Jun 20, 2025	$0.10
BLK	Pay Day	Jun 23, 2025	$5.21
SHEL.L	Pay Day	Jun 23, 2025	$0.36
PIRC.MI	Ex-Dividend	Jun 23, 2025	$0.28
DIS	Ex-Dividend	Jun 24, 2025	$0.50
UNH	Pay Day	Jun 24, 2025	$2.21
PIRC.MI	Pay Day	Jun 25, 2025	$0.28
META	Pay Day	Jun 26, 2025	$0.52
QCOM	Pay Day	Jun 26, 2025	$0.89
BAC	Pay Day	Jun 27, 2025	$0.26
LMT	Pay Day	Jun 27, 2025	$3.30
TSCO.L	Pay Day	Jun 27, 2025	$0.12
0386.HK	Pay Day	Jun 27, 2025	$0.02
KHC	Pay Day	Jun 27, 2025	$0.40
PEP	Pay Day	Jun 30, 2025	$1.42
KO	Pay Day	Jul 1, 2025	$0.51
NKE	Pay Day	Jul 1, 2025	$0.40
TTE.PA	Pay Day	Jul 1, 2025	$0.88
JPM	Ex-Dividend	Jul 3, 2025	$1.40
NVDA	Pay Day	Jul 3, 2025	$0.01
MRK	Pay Day	Jul 8, 2025	$0.81
BABA	Pay Day	Jul 10, 2025	$0.95
GSK.L	Pay Day	Jul 10, 2025	$0.21
SLB	Pay Day	Jul 10, 2025	$0.28
TSM	Pay Day	Jul 10, 2025	$0.68
EXPN.L	Pay Day	Jul 18, 2025	$0.43
DIS	Pay Day	Jul 23, 2025	$0.50
RY	Ex-Dividend	Jul 24, 2025	$1.11
BLND.L	Pay Day	Jul 25, 2025	$0.14
JPM	Pay Day	Jul 31, 2025	$1.40
VOD.L	Pay Day	Aug 1, 2025	$0.02
WMT	Ex-Dividend	Aug 15, 2025	$0.24
EQNR.OL	Ex-Dividend	Aug 18, 2025	$0.37
RY	Pay Day	Aug 22, 2025	$1.11
GLEN.L	Ex-Dividend	Aug 28, 2025	$0.05
EQNR.OL	Pay Day	Aug 29, 2025	$0.37
WMT	Pay Day	Sep 2, 2025	$0.24
GLEN.L	Pay Day	Sep 19, 2025	$0.05
EWJ	Pay Day	Dec 20, 2025	$1.06
MCHI	Pay Day	Dec 20, 2025	$0.00
ICLN	Pay Day	Dec 20, 2025	$0.11
IGF	Pay Day	Dec 20, 2025	$0.85
PDBC	Pay Day	Dec 27, 2025	$0.00

Performance Metrics

Score 5.1/10

Beta

0.11

0.8

1.2

Sharpe Ratio

0.3

0.5

1.5

Sortino Ratio

0.57

Jensen's Alpha

0.44

-2

4.5

Omega Ratio

0.64

1.5

2.5

Treynor Ratio

1.13

0.75

1.25

Information Ratio

-0.57

-1

0.3

0.6

Calmar Ratio

0.58

0.3

0.6

Beta

0.11

0.8

1.2

Sharpe Ratio

0.3

0.5

1.5

Sortino Ratio

0.57

Jensen's Alpha

0.44

-2

4.5

Omega Ratio

0.64

1.5

2.5

Treynor Ratio

1.13

0.75

1.25

Information Ratio

-0.57

-1

0.3

0.6

Calmar Ratio

0.58

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

26.66

High:

PLTR

523.62

Low:

CRWD

-662.57

Details

782.63

High:

10,128.43

Low:

COUR

-53.49

Details

Price/Book

6.25

High:

ABBV

233.19

Low:

RR.L

-81.73

Details

Price/Sales

4.76

High:

PLTR

98.27

Low:

0386.HK

0.17

Details

Price/CF

19.76

High:

ARM

286.48

Low:

VOD.L

1.55

Details

Price/FCF

43.67

High:

NUE

5,649.81

Low:

VOD.L

2.54

Details

Depth

Start

End

Total months

-5.47%

Apr 2023

Jun 2023

-5.05%

Aug 2023

Nov 2023

-2.85%

Oct 2024

Jan 2025

-2.57%

Apr 2024

May 2024

-2.57%

Mar 2025

May 2025

-0.73%

Jul 2014

Sep 2014

-0.53%

Feb 2023

Mar 2023

-0.45%

Jan 2024

Feb 2024

Diversification

Dividends

Performance MetricsYear to dateLast YearLast 2 YearsLast 3 YearsLast 5 YearsLast 10 YearsAll TimeCustomAll Time

Portfolio Valuation

P/E Ratio

PEG Ratio

Price/Book

Price/Sales

Price/CF

Price/FCF

P/E Ratio

PEG Ratio

Price/Book

Price/Sales

Price/CF

Price/FCF

Drawdowns

Monthly Performance

Diversification

Dividends

Performance MetricsYear to dateLast YearLast 2 YearsLast 3 YearsLast 5 YearsLast 10 YearsAll TimeCustomAll Time

Portfolio Valuation

P/E Ratio

PEG Ratio

Price/Book

Price/Sales

Price/CF

Price/FCF

P/E Ratio

PEG Ratio

Price/Book

Price/Sales

Price/CF

Price/FCF

Drawdowns

Monthly Performance

Performance Metrics

Performance Metrics