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-8.17%
This Month
-3.39%
Year To Date
+42%
2 Years
+36.29%
5 Years
+36.29%
10 Years
+19.35%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading34.56%
- 🪙 Cryptocurrencies28.07%
- ⛏️ Energy Minerals6.99%
- 🧬 Health Technology5.99%
- 💻 Electronic Technology4.97%
- 🖥️ Technology Services4.51%
- 🛍️ Retail Trade3.31%
- 💼 Commercial Services2.21%
- 💇♀️ Consumer Services2.14%
- 🛠️ Producer Manufacturing1.92%
- 🍞 Consumer Non Durables1.9%
- 🏥 Health Services1.61%
- 📊 ETFs0.77%
- 💰 Finance0.76%
- 🪨 Non Energy Minerals0.26%
- 🧩 Miscellaneous0.04%
- 💵 Cash0%
- ⚡ Utilities0%
- ❓ Other0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE29.86%
- 🌍 Digital Currency28.35%
- 🇺🇸 Nasdaq23.25%
- 🇬🇧 LSE6.4%
- 🇭🇰 Hong Kong Exchanges3.78%
- 🇫🇷 Euronext Paris1.67%
- 🇩🇪 FRA1.44%
- 🇮🇹 Borsa Italiana0.93%
- 🇩🇪 Xetra ETFs0.77%
- 🇳🇴 Oslo Stock Exchange0.29%
- Regular Trading Hours - RTH0.27%
- 🇪🇸 Bolsa De Madrid0.12%
- 🇨🇭 SIX0.12%
- 🇦🇺 Sydney0.1%
- 🇳🇱 Euronext Amsterdam0.05%
- 🌍 FX0.04%
- 🇸🇪 Stockholm Stock Exchange0.02%
- 🇺🇸 OTC Markets Stock Exchange0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States37.45%
- 🇨🇳 China7.19%
- 🇬🇧 United Kingdom7.18%
- 🇧🇷 Brazil6.3%
- 🇫🇷 France1.7%
- 🇩🇪 Germany1.46%
- 🇮🇹 Italy1.4%
- 🇮🇱 Israel1.11%
- 🇩🇰 Denmark1.07%
- 🇰🇷 South Korea0.48%
- 🇨🇭 Switzerland0.39%
- 🇹🇼 Taiwan0.34%
- 🇳🇴 Norway0.31%
- 🇬🇷 Greece0.31%
- 🇮🇪 Ireland0.3%
- 🇸🇪 Sweden0.2%
- 🇳🇱 Netherlands0.19%
- 🇨🇦 Canada0.16%
- 🇪🇸 Spain0.12%
- 🇦🇺 Australia0.1%
- 🇵🇦 Panama0.07%
- 🇸🇬 Singapore0.04%
- 🇺🇾 Uruguay0.02%
- 🇰🇾 Cayman Islands0.01%
- 🇵🇷 Puerto Rico0.01%
- 🇱🇺 Luxembourg0.01%
Dividends
Dividend Yield
1.09%
30 out of 60 instruments pay dividend.
62 dividend payments in the next 30 days.
Highest Dividend: $RF.PA (6.59%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 PBR | 0.32% | 5.3% | $1.73 |
 FundManagerZech | 0.22% | 5.72% | - |
 iBore99 | 0.12% | 1.91% | - |
 RickFortune | 0.09% | 1.12% | - |
 CCalle | 0.06% | 1.59% | - |
 MRK | 0.04% | 2.78% | $3.04 |
 NVO | 0.03% | 2.81% | $0.98 |
 UNH | 0.03% | 2.25% | $7.74 |
 BABA | 0.03% | 0.82% | $0.98 |
 XOM | 0.02% | 2.68% | $3.76 |
 ingruc | 0.02% | 1.44% | - |
 RF.PA | 0.02% | 6.59% | $2.42 |
 Etcaetera | 0.01% | 1.12% | - |
 MadeInAmerica | 0.01% | 1.09% | - |
 KO | 0.01% | 2.7% | $1.89 |
 01211.HK | 0.01% | 0.46% | $3.41 |
 TKO | 0.01% | 1.34% | $0.48 |
 GOOG | 0.01% | 0.23% | $0.2 |
 BLK | 0.01% | 2.16% | $20.2 |
 rafaeldfl | 0.01% | 0.08% | - |
 MSFT | 0.01% | 0.83% | $3 |
 joenriquearias | 0.01% | 0.27% | - |
 AVGO | 0% | 0.62% | $19.7 |
 PYPL | 0% | 1.01% | - |
 META | 0% | 0.34% | $1 |
 RR.L | 0% | 0.75% | - |
 NVDA | 0% | 0.13% | $0.02 |
 AAPL | 0% | 0.34% | $0.97 |
 COST | 0% | 0.55% | $19.22 |
 RHM.DE | 0% | 0.94% | $5.7 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
GOOG | Ex-Dividend | Jun 8, 2026 | $0.22 |
 HOG (ingruc) | Ex-Dividend | Jun 8, 2026 | $0.19 |
GOOG (RickFortune) | Ex-Dividend | Jun 8, 2026 | $0.22 |
GOOG (iBore99) | Ex-Dividend | Jun 8, 2026 | $0.22 |
 OSK (MadeInAmerica) | Pay Day | Jun 9, 2026 | $0.57 |
XOM | Pay Day | Jun 10, 2026 | $1.03 |
 9988.HK (CCalle) | Ex-Dividend | Jun 10, 2026 | $0.13 |
XOM (RickFortune) | Pay Day | Jun 10, 2026 | $1.03 |
 LLY (RickFortune) | Pay Day | Jun 10, 2026 | $1.73 |
LLY (iBore99) | Pay Day | Jun 10, 2026 | $1.73 |
9988.HK (iBore99) | Ex-Dividend | Jun 10, 2026 | $0.13 |
 IBM (joenriquearias) | Pay Day | Jun 10, 2026 | $1.69 |
 GEN (joenriquearias) | Pay Day | Jun 10, 2026 | $0.13 |
 DLO (joenriquearias) | Pay Day | Jun 10, 2026 | $0.19 |
9988.HK (FundManagerZech) | Ex-Dividend | Jun 10, 2026 | $0.13 |
MSFT | Pay Day | Jun 11, 2026 | $0.91 |
BABA | Ex-Dividend | Jun 11, 2026 | $1.05 |
01211.HK | Ex-Dividend | Jun 11, 2026 | $0.05 |
 TSM (rafaeldfl) | Ex-Dividend | Jun 11, 2026 | $0.95 |
MSFT (RickFortune) | Pay Day | Jun 11, 2026 | $0.91 |
MSFT (Etcaetera) | Pay Day | Jun 11, 2026 | $0.91 |
 CRM (Etcaetera) | Ex-Dividend | Jun 11, 2026 | $0.44 |
MSFT (iBore99) | Pay Day | Jun 11, 2026 | $0.91 |
01211.HK (FundManagerZech) | Ex-Dividend | Jun 11, 2026 | $0.05 |
 TER (rafaeldfl) | Pay Day | Jun 12, 2026 | $0.13 |
 PFE (ingruc) | Pay Day | Jun 12, 2026 | $0.43 |
 TXT (MadeInAmerica) | Ex-Dividend | Jun 12, 2026 | $0.02 |
 HII (MadeInAmerica) | Pay Day | Jun 12, 2026 | $1.38 |
PFE (joenriquearias) | Pay Day | Jun 12, 2026 | $0.43 |
 SEI.US (joenriquearias) | Pay Day | Jun 12, 2026 | $0.12 |
 GPN (FundManagerZech) | Ex-Dividend | Jun 12, 2026 | $0.25 |
GOOG | Pay Day | Jun 15, 2026 | $0.22 |
META | Ex-Dividend | Jun 15, 2026 | $0.53 |
KO | Ex-Dividend | Jun 15, 2026 | $0.53 |
MRK | Ex-Dividend | Jun 15, 2026 | $0.85 |
 BN.US (ingruc) | Ex-Dividend | Jun 15, 2026 | $0.07 |
GOOG (RickFortune) | Pay Day | Jun 15, 2026 | $0.22 |
KO (RickFortune) | Ex-Dividend | Jun 15, 2026 | $0.53 |
GOOG (iBore99) | Pay Day | Jun 15, 2026 | $0.22 |
KO (iBore99) | Ex-Dividend | Jun 15, 2026 | $0.53 |
 O (iBore99) | Pay Day | Jun 15, 2026 | $0.27 |
 CPA (iBore99) | Pay Day | Jun 15, 2026 | $1.71 |
 MO (MadeInAmerica) | Ex-Dividend | Jun 15, 2026 | $1.06 |
 EMBC (FundManagerZech) | Pay Day | Jun 15, 2026 | $0.01 |
 OCSL (FundManagerZech) | Ex-Dividend | Jun 15, 2026 | $0.34 |
 TEF.MC (ingruc) | Ex-Dividend | Jun 16, 2026 | $0.18 |
 ARES (Etcaetera) | Ex-Dividend | Jun 16, 2026 | $1.35 |
 PLD (iBore99) | Ex-Dividend | Jun 16, 2026 | $1.07 |
 WDC (rafaeldfl) | Pay Day | Jun 17, 2026 | $0.15 |
 NOC (MadeInAmerica) | Pay Day | Jun 17, 2026 | $2.47 |
TEF.MC (ingruc) | Pay Day | Jun 18, 2026 | $0.18 |
 FDS (CCalle) | Pay Day | Jun 18, 2026 | $1.16 |
 VOW3.DE (ingruc) | Ex-Dividend | Jun 19, 2026 | $6.04 |
 VST (RickFortune) | Ex-Dividend | Jun 22, 2026 | $0.23 |
BLK | Pay Day | Jun 23, 2026 | $5.73 |
VOW3.DE (ingruc) | Pay Day | Jun 23, 2026 | $6.04 |
BLK (iBore99) | Pay Day | Jun 23, 2026 | $5.73 |
 HAL (RickFortune) | Pay Day | Jun 24, 2026 | $0.17 |
 STX.US (RickFortune) | Ex-Dividend | Jun 24, 2026 | $0.74 |
META | Pay Day | Jun 25, 2026 | $0.53 |
PYPL | Pay Day | Jun 25, 2026 | $0.14 |
HOG (ingruc) | Pay Day | Jun 25, 2026 | $0.19 |
PYPL (ingruc) | Pay Day | Jun 25, 2026 | $0.14 |
PYPL (Etcaetera) | Pay Day | Jun 25, 2026 | $0.14 |
PYPL (iBore99) | Pay Day | Jun 25, 2026 | $0.14 |
 QCOM (joenriquearias) | Pay Day | Jun 25, 2026 | $0.92 |
NVDA | Pay Day | Jun 26, 2026 | $0.25 |
 LMT (RickFortune) | Pay Day | Jun 26, 2026 | $3.45 |
NVDA (iBore99) | Pay Day | Jun 26, 2026 | $0.25 |
LMT (MadeInAmerica) | Pay Day | Jun 26, 2026 | $3.45 |
 VMI (MadeInAmerica) | Ex-Dividend | Jun 26, 2026 | $0.77 |
GPN (FundManagerZech) | Pay Day | Jun 26, 2026 | $0.25 |
 SHEL.L (RickFortune) | Pay Day | Jun 29, 2026 | $0.39 |
BN.US (ingruc) | Pay Day | Jun 30, 2026 | $0.07 |
 TTE.PA (RickFortune) | Ex-Dividend | Jun 30, 2026 | $1.01 |
 STLD (RickFortune) | Ex-Dividend | Jun 30, 2026 | $0.53 |
VST (RickFortune) | Pay Day | Jun 30, 2026 | $0.23 |
 BKNG (Etcaetera) | Pay Day | Jun 30, 2026 | $0.42 |
ARES (Etcaetera) | Pay Day | Jun 30, 2026 | $1.35 |
 DIS (iBore99) | Ex-Dividend | Jun 30, 2026 | $0.75 |
PLD (iBore99) | Pay Day | Jun 30, 2026 | $1.07 |
 DE (MadeInAmerica) | Ex-Dividend | Jun 30, 2026 | $1.62 |
STLD (MadeInAmerica) | Ex-Dividend | Jun 30, 2026 | $0.53 |
 MLM (MadeInAmerica) | Pay Day | Jun 30, 2026 | $0.83 |
 LII (MadeInAmerica) | Ex-Dividend | Jun 30, 2026 | $1.36 |
OCSL (FundManagerZech) | Pay Day | Jun 30, 2026 | $0.34 |
 GSBD (FundManagerZech) | Ex-Dividend | Jun 30, 2026 | $0.32 |
 MSDL (FundManagerZech) | Ex-Dividend | Jun 30, 2026 | $0.45 |
KO | Pay Day | Jul 1, 2026 | $0.53 |
 AMS.MC (CCalle) | Ex-Dividend | Jul 1, 2026 | $1.18 |
KO (RickFortune) | Pay Day | Jul 1, 2026 | $0.53 |
KO (iBore99) | Pay Day | Jul 1, 2026 | $0.53 |
 NKE (iBore99) | Pay Day | Jul 1, 2026 | $0.41 |
TXT (MadeInAmerica) | Pay Day | Jul 1, 2026 | $0.02 |
TTE.PA (RickFortune) | Pay Day | Jul 2, 2026 | $1.01 |
CRM (Etcaetera) | Pay Day | Jul 2, 2026 | $0.44 |
 ATHM.CH (FundManagerZech) | Ex-Dividend | Jul 2, 2026 | $0.66 |
AMS.MC (CCalle) | Pay Day | Jul 3, 2026 | $1.18 |
9988.HK (CCalle) | Pay Day | Jul 6, 2026 | $0.13 |
9988.HK (iBore99) | Pay Day | Jul 6, 2026 | $0.13 |
9988.HK (FundManagerZech) | Pay Day | Jul 6, 2026 | $0.13 |
 MTCH (CCalle) | Ex-Dividend | Jul 7, 2026 | $0.20 |
STX.US (RickFortune) | Pay Day | Jul 7, 2026 | $0.74 |
 YMM (joenriquearias) | Ex-Dividend | Jul 7, 2026 | $0.08 |
MRK | Pay Day | Jul 8, 2026 | $0.85 |
TSM (rafaeldfl) | Pay Day | Jul 9, 2026 | $0.95 |
STLD (RickFortune) | Pay Day | Jul 10, 2026 | $0.53 |
MO (MadeInAmerica) | Pay Day | Jul 10, 2026 | $1.06 |
STLD (MadeInAmerica) | Pay Day | Jul 10, 2026 | $0.53 |
BABA | Pay Day | Jul 13, 2026 | $1.05 |
LII (MadeInAmerica) | Pay Day | Jul 15, 2026 | $1.36 |
VMI (MadeInAmerica) | Pay Day | Jul 15, 2026 | $0.77 |
 ENEL.MI (iBore99) | Ex-Dividend | Jul 20, 2026 | $0.30 |
MTCH (CCalle) | Pay Day | Jul 21, 2026 | $0.20 |
YMM (joenriquearias) | Pay Day | Jul 21, 2026 | $0.08 |
DIS (iBore99) | Pay Day | Jul 22, 2026 | $0.75 |
ENEL.MI (iBore99) | Pay Day | Jul 22, 2026 | $0.30 |
ATHM.CH (FundManagerZech) | Pay Day | Jul 24, 2026 | $0.66 |
MSDL (FundManagerZech) | Pay Day | Jul 24, 2026 | $0.45 |
GSBD (FundManagerZech) | Pay Day | Jul 28, 2026 | $0.32 |
 VOD.L (RickFortune) | Pay Day | Jul 30, 2026 | $0.03 |
01211.HK | Pay Day | Jul 31, 2026 | $0.05 |
01211.HK (FundManagerZech) | Pay Day | Jul 31, 2026 | $0.05 |
DE (MadeInAmerica) | Pay Day | Aug 10, 2026 | $1.62 |
 IMB.L (ingruc) | Ex-Dividend | Aug 20, 2026 | $0.56 |
IMB.L (ingruc) | Pay Day | Sep 30, 2026 | $0.56 |
Performance Metrics
Score 6.5/10
Beta
0.76
0.76
0
0.8
1.2
0
2
Sharpe Ratio
0.78
0.78
0
0.5
1
1.5
1.5
Sortino Ratio
1.36
1.36
0
1
2
3
3
Jensen's Alpha
5.09
5.09
-2
0
2
6
6
Omega Ratio
1.07
1.07
0
1
1.5
2.5
2.5
Treynor Ratio
1.7
1.7
0
0.75
1.25
2
2
Information Ratio
0.09
0.09
0
0.3
0.6
1
1
Calmar Ratio
1.37
1.37
0
0.3
0.6
2
2
Beta
0.76
0.76
0
0.8
1.2
0
2
Sharpe Ratio
0.78
0.78
0
0.5
1
1.5
1.5
Sortino Ratio
1.36
1.36
0
1
2
3
3
Jensen's Alpha
5.09
5.09
-2
0
2
6
6
Omega Ratio
1.07
1.07
0
1
1.5
2.5
2.5
Treynor Ratio
1.7
1.7
0
0.75
1.25
2
2
Information Ratio
0.09
0.09
0
0.3
0.6
1
1
Calmar Ratio
1.37
1.37
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
28.14
High:RHM.DE
75.48RHM.DELow:
MANU
-159.07MANUDetails
PEG Ratio
17.45
High:COST
385.33COSTLow:RF.PA
-476.76RF.PADetails
Price/Book
8.39
High:AAPL
42.87AAPLLow:
NFE
-0.85NFEDetails
Price/Sales
6.84
High:
ASST
161.46ASSTLow:
SGMT
-SGMTDetails
Price/CF
21.13
High:RF.PA
65.91RF.PALow:
CNC
2.04CNCDetails
Price/FCF
53.95
High:BABA
1,196.17BABALow:CNC
2.28CNCDetails
P/E Ratio
28.14
High:RHM.DE
75.48RHM.DELow:MANU
-159.07MANUDetails
PEG Ratio
17.45
High:COST
385.33COSTLow:RF.PA
-476.76RF.PADetails
Price/Book
8.39
High:AAPL
42.87AAPLLow:NFE
-0.85NFEDetails
Price/Sales
6.84
High:ASST
161.46ASSTLow:SGMT
-SGMTDetails
Price/CF
21.13
High:RF.PA
65.91RF.PALow:CNC
2.04CNCDetails
Price/FCF
53.95
High:BABA
1,196.17BABALow:CNC
2.28CNCDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-14.08% | Oct 2025 | - | 9 |
-8.73% | Oct 2024 | Jan 2025 | 3 |
-7.74% | Jun 2025 | Aug 2025 | 2 |
-4.85% | Jun 2024 | Jul 2024 | 1 |
-2.5% | Apr 2024 | May 2024 | 1 |
-1.02% | Apr 2025 | May 2025 | 1 |