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-0.65%
This Month
+3.83%
Year To Date
+23.19%
2 Years
+5.88%
5 Years
+25.78%
10 Years
+4.07%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading61.02%
- 🧬 Health Technology18.82%
- 📊 ETFs5.76%
- 💵 Cash4.99%
- 🛍️ Retail Trade2.44%
- 💻 Electronic Technology2.14%
- 🚗 Consumer Durables1.32%
- 🛠️ Producer Manufacturing1.22%
- 🖥️ Technology Services0.96%
- 🧪 Process Industries0.6%
- 💇♀️ Consumer Services0.25%
- 🏥 Health Services0.11%
- 💰 Finance0.08%
- 🪙 Cryptocurrencies0.04%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE46.08%
- 🇺🇸 Nasdaq39.52%
- 🇬🇧 LSE4.97%
- 🇩🇪 FRA2.49%
- 🌍 Digital Currency0.45%
- 🇭🇰 Hong Kong Exchanges0.23%
- 🇳🇱 Euronext Amsterdam0.16%
- 🇫🇷 Euronext Paris0.05%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States49.52%
- 🇮🇪 Ireland19.62%
- 🇩🇪 Germany2.49%
- 🇹🇼 Taiwan1.88%
- 🇨🇳 China1.73%
- 🇳🇱 Netherlands1.26%
- 🇨🇭 Switzerland1.05%
- 🇦🇷 Argentina0.67%
- 🇸🇬 Singapore0.63%
- 🇨🇾 Cyprus0.61%
- 🇧🇷 Brazil0.57%
- 🇨🇱 Chile0.55%
- 🇮🇱 Israel0.46%
- 🇲🇽 Mexico0.46%
- 🇨🇦 Canada0.34%
- 🇫🇮 Finland0.33%
- 🇬🇧 United Kingdom0.28%
- 🇩🇰 Denmark0.21%
- 🇺🇾 Uruguay0.02%
Dividends
Dividend Yield
0.8%
11 out of 29 instruments pay dividend.
33 dividend payments in the next 30 days.
Highest Dividend: $FIS.US (4.14%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 MDT.US | 0.57% | 3.48% | $2.77 |
 Momentum-LS | 0.06% | 0.32% | - |
 AI-Revolution | 0.05% | 0.28% | - |
 StanleyDruck13F | 0.03% | 0.26% | - |
 RHM.DE | 0.02% | 0.94% | $5.7 |
 FIS.US | 0.02% | 4.14% | $1.76 |
 The-Chameleon | 0.01% | 0.28% | - |
 QuantumComputing | 0.01% | 0.39% | - |
 LLY | 0.01% | 0.57% | $4.86 |
 PHIA.NV | 0% | 3.74% | - |
 01211.HK | 0% | 0.46% | $3.41 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 GOOGL (AI-Revolution) | Ex-Dividend | Jun 8, 2026 | $0.22 |
 LYB (StanleyDruck13F) | Pay Day | Jun 8, 2026 | $0.69 |
 GOOG (Momentum-LS) | Ex-Dividend | Jun 8, 2026 | $0.22 |
GOOGL (Momentum-LS) | Ex-Dividend | Jun 8, 2026 | $0.22 |
GOOGL (QuantumComputing) | Ex-Dividend | Jun 8, 2026 | $0.22 |
LLY | Pay Day | Jun 10, 2026 | $1.73 |
 IBM (QuantumComputing) | Pay Day | Jun 10, 2026 | $1.69 |
FIS.US | Ex-Dividend | Jun 11, 2026 | $0.44 |
01211.HK | Ex-Dividend | Jun 11, 2026 | $0.05 |
 MSFT (AI-Revolution) | Pay Day | Jun 11, 2026 | $0.91 |
 BABA (AI-Revolution) | Ex-Dividend | Jun 11, 2026 | $1.05 |
 AMAT (AI-Revolution) | Pay Day | Jun 11, 2026 | $0.53 |
 CRM (AI-Revolution) | Ex-Dividend | Jun 11, 2026 | $0.44 |
 TSM (AI-Revolution) | Ex-Dividend | Jun 11, 2026 | $0.95 |
TSM (StanleyDruck13F) | Ex-Dividend | Jun 11, 2026 | $0.95 |
AMAT (Momentum-LS) | Pay Day | Jun 11, 2026 | $0.53 |
MSFT (QuantumComputing) | Pay Day | Jun 11, 2026 | $0.91 |
 TER (Momentum-LS) | Pay Day | Jun 12, 2026 | $0.13 |
 FRO (Momentum-LS) | Ex-Dividend | Jun 12, 2026 | $1.55 |
 SEI.US (Momentum-LS) | Pay Day | Jun 12, 2026 | $0.12 |
 META (AI-Revolution) | Ex-Dividend | Jun 15, 2026 | $0.53 |
GOOGL (AI-Revolution) | Pay Day | Jun 15, 2026 | $0.22 |
 Q (StanleyDruck13F) | Pay Day | Jun 15, 2026 | $0.08 |
GOOG (Momentum-LS) | Pay Day | Jun 15, 2026 | $0.22 |
GOOGL (Momentum-LS) | Pay Day | Jun 15, 2026 | $0.22 |
GOOGL (QuantumComputing) | Pay Day | Jun 15, 2026 | $0.22 |
 GEV (Momentum-LS) | Ex-Dividend | Jun 16, 2026 | $0.50 |
 LRCX (AI-Revolution) | Ex-Dividend | Jun 17, 2026 | $0.26 |
 CRH (StanleyDruck13F) | Pay Day | Jun 17, 2026 | $0.39 |
 JBS (StanleyDruck13F) | Pay Day | Jun 17, 2026 | $1.00 |
 WDC (Momentum-LS) | Pay Day | Jun 17, 2026 | $0.15 |
LRCX (Momentum-LS) | Ex-Dividend | Jun 17, 2026 | $0.26 |
 POWL (Momentum-LS) | Pay Day | Jun 17, 2026 | $0.09 |
 LIN (StanleyDruck13F) | Pay Day | Jun 18, 2026 | $1.60 |
 QSR (StanleyDruck13F) | Ex-Dividend | Jun 23, 2026 | $0.65 |
 STM.US (StanleyDruck13F) | Ex-Dividend | Jun 23, 2026 | $0.09 |
FRO (Momentum-LS) | Pay Day | Jun 23, 2026 | $1.55 |
 AMKR (Momentum-LS) | Pay Day | Jun 23, 2026 | $0.08 |
STM.US (QuantumComputing) | Ex-Dividend | Jun 23, 2026 | $0.09 |
 STX.US (StanleyDruck13F) | Ex-Dividend | Jun 24, 2026 | $0.74 |
STX.US (Momentum-LS) | Ex-Dividend | Jun 24, 2026 | $0.74 |
 GFS (QuantumComputing) | Ex-Dividend | Jun 24, 2026 | $0.12 |
FIS.US | Pay Day | Jun 25, 2026 | $0.44 |
META (AI-Revolution) | Pay Day | Jun 25, 2026 | $0.53 |
 PYPL (Momentum-LS) | Pay Day | Jun 25, 2026 | $0.14 |
 NVDA (AI-Revolution) | Pay Day | Jun 26, 2026 | $0.25 |
 HUM (StanleyDruck13F) | Ex-Dividend | Jun 26, 2026 | $0.89 |
NVDA (QuantumComputing) | Pay Day | Jun 26, 2026 | $0.25 |
 GLW (Momentum-LS) | Pay Day | Jun 29, 2026 | $0.28 |
STM.US (StanleyDruck13F) | Pay Day | Jun 30, 2026 | $0.09 |
STM.US (QuantumComputing) | Pay Day | Jun 30, 2026 | $0.09 |
CRM (AI-Revolution) | Pay Day | Jul 2, 2026 | $0.44 |
 CSCO (QuantumComputing) | Ex-Dividend | Jul 6, 2026 | $0.42 |
QSR (StanleyDruck13F) | Pay Day | Jul 7, 2026 | $0.65 |
STX.US (StanleyDruck13F) | Pay Day | Jul 7, 2026 | $0.74 |
STX.US (Momentum-LS) | Pay Day | Jul 7, 2026 | $0.74 |
LRCX (AI-Revolution) | Pay Day | Jul 8, 2026 | $0.26 |
LRCX (Momentum-LS) | Pay Day | Jul 8, 2026 | $0.26 |
TSM (AI-Revolution) | Pay Day | Jul 9, 2026 | $0.95 |
TSM (StanleyDruck13F) | Pay Day | Jul 9, 2026 | $0.95 |
 INTU (Momentum-LS) | Ex-Dividend | Jul 9, 2026 | $1.20 |
BABA (AI-Revolution) | Pay Day | Jul 13, 2026 | $1.05 |
GEV (Momentum-LS) | Pay Day | Jul 14, 2026 | $0.50 |
GFS (QuantumComputing) | Pay Day | Jul 14, 2026 | $0.12 |
INTU (Momentum-LS) | Pay Day | Jul 17, 2026 | $1.20 |
 ZTS (Momentum-LS) | Ex-Dividend | Jul 20, 2026 | $0.53 |
CSCO (QuantumComputing) | Pay Day | Jul 22, 2026 | $0.42 |
01211.HK | Pay Day | Jul 31, 2026 | $0.05 |
HUM (StanleyDruck13F) | Pay Day | Jul 31, 2026 | $0.89 |
ZTS (Momentum-LS) | Pay Day | Sep 1, 2026 | $0.53 |
Performance Metrics
Score 2.7/10
Beta
0.76
0.76
0
0.8
1.2
0
2
Sharpe Ratio
0.11
0.11
0
0.5
1
1.5
1.5
Sortino Ratio
0.17
0.17
0
1
2
3
3
Jensen's Alpha
-7.67
-7.67
-8
0
2
4.5
4.5
Omega Ratio
0.37
0.37
0
1
1.5
2.5
2.5
Treynor Ratio
0.18
0.18
0
0.75
1.25
2
2
Information Ratio
-1.31
-1.31
-2
0.3
0.6
1
1
Calmar Ratio
0.11
0.11
0
0.3
0.6
1
1
Beta
0.76
0.76
0
0.8
1.2
0
2
Sharpe Ratio
0.11
0.11
0
0.5
1
1.5
1.5
Sortino Ratio
0.17
0.17
0
1
2
3
3
Jensen's Alpha
-7.67
-7.67
-8
0
2
4.5
4.5
Omega Ratio
0.37
0.37
0
1
1.5
2.5
2.5
Treynor Ratio
0.18
0.18
0
0.75
1.25
2
2
Information Ratio
-1.31
-1.31
-2
0.3
0.6
1
1
Calmar Ratio
0.11
0.11
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
26.53
High:RHM.DE
75.48RHM.DELow:
CRCL
-144.45CRCLDetails
PEG Ratio
532.68
High:MDT.US
694.94MDT.USLow:
XPEV
-90.98XPEVDetails
Price/Book
4.11
High:LLY
34.03LLYLow:
EHTH
0.09EHTHDetails
Price/Sales
4.48
High:LLY
13.95LLYLow:EHTH
0.09EHTHDetails
Price/CF
20.66
High:EHTH
53.38EHTHLow:
CHTR
1.7CHTRDetails
Price/FCF
83.85
High:RHM.DE
142.53RHM.DELow:CHTR
6.8CHTRDetails
P/E Ratio
26.53
High:RHM.DE
75.48RHM.DELow:CRCL
-144.45CRCLDetails
PEG Ratio
532.68
High:MDT.US
694.94MDT.USLow:XPEV
-90.98XPEVDetails
Price/Book
4.11
High:LLY
34.03LLYLow:EHTH
0.09EHTHDetails
Price/Sales
4.48
High:LLY
13.95LLYLow:EHTH
0.09EHTHDetails
Price/CF
20.66
High:EHTH
53.38EHTHLow:CHTR
1.7CHTRDetails
Price/FCF
83.85
High:RHM.DE
142.53RHM.DELow:CHTR
6.8CHTRDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-32.3% | Nov 2021 | Nov 2025 | 48 |
-5.9% | Feb 2026 | May 2026 | 3 |
-4.77% | Sep 2021 | Oct 2021 | 1 |
-4.18% | Mar 2021 | Jun 2021 | 3 |
-3.27% | Sep 2020 | Nov 2020 | 2 |
-2.89% | Jul 2021 | Aug 2021 | 1 |
-1.83% | Dec 2025 | Jan 2026 | 1 |
-0.65% | Jun 2026 | - | 1 |