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+7.8%
This Month
+0.05%
Year To Date
+20.3%
2 Years
+14.09%
5 Years
+167.25%
10 Years
-0.44%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading23.2%
- 🖥️ Technology Services17.77%
- 💻 Electronic Technology10.22%
- 🪙 Cryptocurrencies9.12%
- 🧬 Health Technology7.86%
- 🛍️ Retail Trade5.56%
- 📊 ETFs5%
- 💰 Finance4.23%
- 🚚 Transportation3.49%
- 🪨 Non Energy Minerals3.49%
- 🧩 Miscellaneous3.23%
- 💇♀️ Consumer Services2.09%
- 🏭 Industrial Services1.71%
- 📡 Communications1.64%
- 💵 Cash0.87%
- ⛏️ Energy Minerals0.83%
- 🛠️ Producer Manufacturing0.37%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE35.98%
- 🇺🇸 Nasdaq29.98%
- 🌍 Digital Currency13.98%
- 🇩🇪 FRA5.63%
- 🇳🇱 Euronext Amsterdam3.05%
- 🇭🇰 Hong Kong Exchanges2.27%
- 🇬🇧 LSE2.25%
- 🇧🇪 Euronext Brussels1.46%
- 🇩🇪 Xetra ETFs1.22%
- 🇮🇹 Borsa Italiana0.33%
- 🇫🇷 Euronext Paris0.19%
- 🇨🇭 SIX0.08%
- 🌍 Commodity0.07%
- 🇺🇸 Chicago Board Options Exchange0.07%
- 🇳🇴 Oslo Stock Exchange0.06%
- 🇦🇺 Sydney0.03%
- 🇩🇰 Copenhagen Stock Exchange0.02%
- 🇪🇸 Bolsa De Madrid0%
- Abu Dhabi0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States46.65%
- 🇩🇪 Germany5.63%
- 🇬🇧 United Kingdom5.55%
- 🇹🇼 Taiwan3.9%
- 🇳🇱 Netherlands3.07%
- 🇨🇳 China2.37%
- 🇧🇪 Belgium1.46%
- 🇮🇪 Ireland1.37%
- 🇩🇰 Denmark1.14%
- 🇫🇷 France0.18%
- 🇮🇹 Italy0.16%
- 🇱🇺 Luxembourg0.16%
- 🇨🇭 Switzerland0.09%
- 🇳🇴 Norway0.06%
- 🇸🇬 Singapore0.06%
- 🇺🇾 Uruguay0.03%
- 🇦🇺 Australia0.03%
- 🇨🇦 Canada0.02%
- 🇮🇳 India0.01%
- 🇨🇿 Czech Republic0.01%
- 🇮🇱 Israel0%
- 🇧🇷 Brazil0%
- 🇪🇸 Spain0%
Dividends
Dividend Yield
1.16%
26 out of 39 instruments pay dividend.
38 dividend payments in the next 30 days.
Highest Dividend: $OHI (5.76%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 OHI | 0.16% | 5.76% | $2.68 |
 RIO | 0.14% | 4% | $4.34 |
 DHL.DE | 0.13% | 3.82% | $1.85 |
 GainersQtr | 0.13% | 1.38% | - |
 Jenelleb123 | 0.07% | 0.74% | - |
 JNJ | 0.06% | 2.25% | $4.81 |
 MSFT | 0.06% | 0.85% | $3 |
 DTE.DE | 0.06% | 3.38% | $0.77 |
 SPY | 0.03% | 1.04% | - |
 NVO | 0.03% | 3.04% | $0.98 |
 CVX | 0.03% | 3.77% | $6.28 |
 ABBV | 0.03% | 3.3% | $6.06 |
 HD | 0.03% | 2.65% | $8.52 |
 BKR | 0.03% | 1.55% | $0.82 |
 MDT.US | 0.02% | 3.33% | $2.77 |
 AMGN | 0.02% | 2.8% | $8.76 |
 TSM | 0.02% | 0.62% | $1.74 |
 GOOG | 0.02% | 0.25% | $0.2 |
 ASML.NV | 0.02% | 0.6% | $6.1 |
 BKNG | 0.02% | 0.82% | $17.5 |
 SOF.BR | 0.02% | 1.08% | $2.35 |
 DHR | 0.01% | 0.7% | $1.05 |
 0700.HK | 0.01% | 1.02% | $3.4 |
 9988.HK | 0.01% | 0.75% | $0.98 |
 01211.HK | 0% | 0.33% | $3.41 |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 BA.L (GainersQtr) | Ex-Dividend | Apr 23, 2026 | $0.31 |
 RR.L (Jenelleb123) | Ex-Dividend | Apr 23, 2026 | $0.07 |
BA.L (Jenelleb123) | Ex-Dividend | Apr 23, 2026 | $0.31 |
DHR | Pay Day | Apr 24, 2026 | $0.40 |
ASML.NV | Ex-Dividend | Apr 24, 2026 | $3.15 |
 PG (GainersQtr) | Ex-Dividend | Apr 24, 2026 | $1.09 |
 ORCL (GainersQtr) | Pay Day | Apr 24, 2026 | $0.50 |
 GE (Jenelleb123) | Pay Day | Apr 27, 2026 | $0.47 |
 MC.PA (GainersQtr) | Ex-Dividend | Apr 28, 2026 | $8.60 |
 JD.US (GainersQtr) | Pay Day | Apr 29, 2026 | $1.00 |
MC.PA (GainersQtr) | Pay Day | Apr 30, 2026 | $8.60 |
 EOG (GainersQtr) | Pay Day | Apr 30, 2026 | $1.02 |
 MO (GainersQtr) | Pay Day | Apr 30, 2026 | $1.06 |
 EIX (GainersQtr) | Pay Day | Apr 30, 2026 | $0.88 |
 TRGP (GainersQtr) | Ex-Dividend | Apr 30, 2026 | $1.25 |
 NI (GainersQtr) | Ex-Dividend | Apr 30, 2026 | $0.30 |
 EME (GainersQtr) | Pay Day | Apr 30, 2026 | $0.40 |
 HSBA.L (GainersQtr) | Pay Day | Apr 30, 2026 | $0.45 |
 GRG.L (GainersQtr) | Ex-Dividend | Apr 30, 2026 | $0.67 |
 O (GainersQtr) | Ex-Dividend | Apr 30, 2026 | $0.27 |
 MRVL (GainersQtr) | Pay Day | Apr 30, 2026 | $0.06 |
 LNT (GainersQtr) | Ex-Dividend | Apr 30, 2026 | $0.54 |
 TRP (GainersQtr) | Pay Day | Apr 30, 2026 | $0.65 |
 JPM (Jenelleb123) | Pay Day | Apr 30, 2026 | $1.50 |
 VZ (GainersQtr) | Pay Day | May 1, 2026 | $0.71 |
 GIS (GainersQtr) | Pay Day | May 1, 2026 | $0.61 |
 BMY (GainersQtr) | Pay Day | May 1, 2026 | $0.63 |
 ETR (GainersQtr) | Ex-Dividend | May 1, 2026 | $0.64 |
 COST (Jenelleb123) | Ex-Dividend | May 1, 2026 | $1.47 |
 BAS.DE (GainersQtr) | Ex-Dividend | May 4, 2026 | $2.62 |
 C (Jenelleb123) | Ex-Dividend | May 4, 2026 | $0.60 |
ASML.NV | Pay Day | May 5, 2026 | $3.15 |
 SAN.PA (GainersQtr) | Ex-Dividend | May 5, 2026 | $4.84 |
 NWG.L (GainersQtr) | Pay Day | May 5, 2026 | $0.31 |
 IMCD.NV (GainersQtr) | Ex-Dividend | May 5, 2026 | $2.14 |
BAS.DE (GainersQtr) | Pay Day | May 6, 2026 | $2.62 |
 SAP.DE (GainersQtr) | Ex-Dividend | May 6, 2026 | $2.95 |
 EQT (GainersQtr) | Ex-Dividend | May 6, 2026 | $0.17 |
SAN.PA (GainersQtr) | Pay Day | May 7, 2026 | $4.84 |
 FE (GainersQtr) | Ex-Dividend | May 7, 2026 | $0.47 |
SAP.DE (GainersQtr) | Pay Day | May 8, 2026 | $2.95 |
 RNO.PA (GainersQtr) | Ex-Dividend | May 8, 2026 | $2.60 |
 PHP.L (GainersQtr) | Pay Day | May 8, 2026 | $0.02 |
IMCD.NV (GainersQtr) | Pay Day | May 8, 2026 | $2.14 |
 AXP (Jenelleb123) | Pay Day | May 8, 2026 | $0.95 |
 WMT (Jenelleb123) | Ex-Dividend | May 8, 2026 | $0.25 |
RNO.PA (GainersQtr) | Pay Day | May 12, 2026 | $2.60 |
 WTRG (GainersQtr) | Ex-Dividend | May 12, 2026 | $0.34 |
 ED (GainersQtr) | Ex-Dividend | May 13, 2026 | $0.89 |
 EQNR.OL (GainersQtr) | Ex-Dividend | May 13, 2026 | $0.39 |
 WEC (GainersQtr) | Ex-Dividend | May 14, 2026 | $0.95 |
 CNA.L (GainersQtr) | Pay Day | May 14, 2026 | $0.05 |
 TSCO.L (GainersQtr) | Ex-Dividend | May 14, 2026 | $0.13 |
AMGN | Ex-Dividend | May 15, 2026 | $2.52 |
ABBV | Pay Day | May 15, 2026 | $1.73 |
0700.HK | Ex-Dividend | May 15, 2026 | $0.68 |
PG (GainersQtr) | Pay Day | May 15, 2026 | $1.09 |
TRGP (GainersQtr) | Pay Day | May 15, 2026 | $1.25 |
0700.HK (GainersQtr) | Ex-Dividend | May 15, 2026 | $0.68 |
O (GainersQtr) | Pay Day | May 15, 2026 | $0.27 |
LNT (GainersQtr) | Pay Day | May 15, 2026 | $0.54 |
COST (Jenelleb123) | Pay Day | May 15, 2026 | $1.47 |
 AI.PA (GainersQtr) | Ex-Dividend | May 18, 2026 | $4.35 |
 ISP.MI (GainersQtr) | Ex-Dividend | May 18, 2026 | $2.25 |
 TEN.MI (GainersQtr) | Ex-Dividend | May 18, 2026 | $0.60 |
 PSX (GainersQtr) | Ex-Dividend | May 18, 2026 | $1.27 |
 WBD.MI (GainersQtr) | Ex-Dividend | May 18, 2026 | $0.09 |
 DOC (GainersQtr) | Ex-Dividend | May 18, 2026 | $0.10 |
AI.PA (GainersQtr) | Pay Day | May 20, 2026 | $4.35 |
ISP.MI (GainersQtr) | Pay Day | May 20, 2026 | $2.25 |
TEN.MI (GainersQtr) | Pay Day | May 20, 2026 | $0.60 |
NI (GainersQtr) | Pay Day | May 20, 2026 | $0.30 |
WBD.MI (GainersQtr) | Pay Day | May 20, 2026 | $0.09 |
MSFT | Ex-Dividend | May 21, 2026 | $0.91 |
MSFT (GainersQtr) | Ex-Dividend | May 21, 2026 | $0.91 |
 CNH.US (GainersQtr) | Ex-Dividend | May 21, 2026 | $0.10 |
 CNP (GainersQtr) | Ex-Dividend | May 21, 2026 | $0.23 |
MSFT (Jenelleb123) | Ex-Dividend | May 21, 2026 | $0.91 |
C (Jenelleb123) | Pay Day | May 22, 2026 | $0.60 |
JNJ | Ex-Dividend | May 26, 2026 | $1.34 |
JNJ (GainersQtr) | Ex-Dividend | May 26, 2026 | $1.34 |
WMT (Jenelleb123) | Pay Day | May 26, 2026 | $0.25 |
SOF.BR | Ex-Dividend | May 27, 2026 | $4.23 |
 GAW.L (GainersQtr) | Pay Day | May 27, 2026 | $1.48 |
EQNR.OL (GainersQtr) | Pay Day | May 27, 2026 | $0.39 |
 DLO (GainersQtr) | Ex-Dividend | May 27, 2026 | $0.19 |
SOF.BR | Pay Day | May 29, 2026 | $4.23 |
CNH.US (GainersQtr) | Pay Day | May 29, 2026 | $0.10 |
GRG.L (GainersQtr) | Pay Day | May 29, 2026 | $0.67 |
DOC (GainersQtr) | Pay Day | May 29, 2026 | $0.10 |
0700.HK | Pay Day | Jun 1, 2026 | $0.68 |
PSX (GainersQtr) | Pay Day | Jun 1, 2026 | $1.27 |
FE (GainersQtr) | Pay Day | Jun 1, 2026 | $0.47 |
ETR (GainersQtr) | Pay Day | Jun 1, 2026 | $0.64 |
WEC (GainersQtr) | Pay Day | Jun 1, 2026 | $0.95 |
0700.HK (GainersQtr) | Pay Day | Jun 1, 2026 | $0.68 |
EQT (GainersQtr) | Pay Day | Jun 1, 2026 | $0.17 |
WTRG (GainersQtr) | Pay Day | Jun 1, 2026 | $0.34 |
 GS (Jenelleb123) | Ex-Dividend | Jun 1, 2026 | $4.50 |
RR.L (Jenelleb123) | Pay Day | Jun 3, 2026 | $0.07 |
 QCOM (GainersQtr) | Ex-Dividend | Jun 4, 2026 | $0.92 |
 DGE.L (GainersQtr) | Pay Day | Jun 4, 2026 | $0.20 |
BA.L (GainersQtr) | Pay Day | Jun 4, 2026 | $0.31 |
 DEO (GainersQtr) | Pay Day | Jun 4, 2026 | $0.80 |
BA.L (Jenelleb123) | Pay Day | Jun 4, 2026 | $0.31 |
AMGN | Pay Day | Jun 5, 2026 | $2.52 |
JNJ | Pay Day | Jun 9, 2026 | $1.34 |
JNJ (GainersQtr) | Pay Day | Jun 9, 2026 | $1.34 |
 NJR (GainersQtr) | Ex-Dividend | Jun 10, 2026 | $0.47 |
DLO (GainersQtr) | Pay Day | Jun 10, 2026 | $0.19 |
MSFT | Pay Day | Jun 11, 2026 | $0.91 |
TSM | Ex-Dividend | Jun 11, 2026 | $0.95 |
MSFT (GainersQtr) | Pay Day | Jun 11, 2026 | $0.91 |
CNP (GainersQtr) | Pay Day | Jun 11, 2026 | $0.23 |
TSM (GainersQtr) | Ex-Dividend | Jun 11, 2026 | $0.95 |
MSFT (Jenelleb123) | Pay Day | Jun 11, 2026 | $0.91 |
 RKT.L (GainersQtr) | Pay Day | Jun 12, 2026 | $1.70 |
ED (GainersQtr) | Pay Day | Jun 15, 2026 | $0.89 |
 G24.DE (GainersQtr) | Ex-Dividend | Jun 18, 2026 | $1.73 |
 SRG.MI (GainersQtr) | Ex-Dividend | Jun 22, 2026 | $0.21 |
G24.DE (GainersQtr) | Pay Day | Jun 22, 2026 | $1.73 |
 STMPA.PA (GainersQtr) | Ex-Dividend | Jun 22, 2026 | $0.09 |
SRG.MI (GainersQtr) | Pay Day | Jun 24, 2026 | $0.21 |
STMPA.PA (GainersQtr) | Pay Day | Jun 24, 2026 | $0.09 |
QCOM (GainersQtr) | Pay Day | Jun 25, 2026 | $0.92 |
TSCO.L (GainersQtr) | Pay Day | Jun 26, 2026 | $0.13 |
 RED.MC (GainersQtr) | Ex-Dividend | Jun 29, 2026 | $0.70 |
GS (Jenelleb123) | Pay Day | Jun 29, 2026 | $4.50 |
 TTE.PA (GainersQtr) | Ex-Dividend | Jun 30, 2026 | $1.01 |
 2628.HK (GainersQtr) | Ex-Dividend | Jun 30, 2026 | $0.09 |
RED.MC (GainersQtr) | Pay Day | Jul 1, 2026 | $0.70 |
NJR (GainersQtr) | Pay Day | Jul 1, 2026 | $0.47 |
TTE.PA (GainersQtr) | Pay Day | Jul 2, 2026 | $1.01 |
TSM | Pay Day | Jul 9, 2026 | $0.95 |
TSM (GainersQtr) | Pay Day | Jul 9, 2026 | $0.95 |
 BTI (GainersQtr) | Ex-Dividend | Jul 10, 2026 | $0.83 |
 RI.PA (GainersQtr) | Ex-Dividend | Jul 22, 2026 | $2.77 |
RI.PA (GainersQtr) | Pay Day | Jul 24, 2026 | $2.77 |
BTI (GainersQtr) | Pay Day | Aug 19, 2026 | $0.83 |
2628.HK (GainersQtr) | Pay Day | Aug 20, 2026 | $0.09 |
Performance Metrics
Score 4.4/10
Beta
0.86
0.86
0
0.8
1.2
0
2
Sharpe Ratio
0.46
0.46
0
0.5
1
1.5
1.5
Sortino Ratio
0.67
0.67
0
1
2
3
3
Jensen's Alpha
-0.45
-0.45
-2
0
2
4.5
4.5
Omega Ratio
0.88
0.88
0
1
1.5
2.5
2.5
Treynor Ratio
0.85
0.85
0
0.75
1.25
2
2
Information Ratio
-0.13
-0.13
-1
0.3
0.6
1
1
Calmar Ratio
0.27
0.27
0
0.3
0.6
1
1
Beta
0.86
0.86
0
0.8
1.2
0
2
Sharpe Ratio
0.46
0.46
0
0.5
1
1.5
1.5
Sortino Ratio
0.67
0.67
0
1
2
3
3
Jensen's Alpha
-0.45
-0.45
-2
0
2
4.5
4.5
Omega Ratio
0.88
0.88
0
1
1.5
2.5
2.5
Treynor Ratio
0.85
0.85
0
0.75
1.25
2
2
Information Ratio
-0.13
-0.13
-1
0.3
0.6
1
1
Calmar Ratio
0.27
0.27
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
31.13
High:ABBV
86.27ABBVLow:
PDD
11.25PDDDetails
PEG Ratio
148.07
High:
CDNS
1,517.35CDNSLow:
1810.HK
25.861810.HKDetails
Price/Book
9.36
High:NVDA
31.22NVDALow:ABBV
-112.66ABBVDetails
Price/Sales
8.58
High:SOF.BR
58.76SOF.BRLow:DHL.DE
0.7DHL.DEDetails
Price/CF
23.18
High:CDNS
49.35CDNSLow:DTE.DE
3.29DTE.DEDetails
Price/FCF
65.84
High:9988.HK
2,771.019988.HKLow:DTE.DE
6.12DTE.DEDetails
P/E Ratio
31.13
High:ABBV
86.27ABBVLow:PDD
11.25PDDDetails
PEG Ratio
148.07
High:CDNS
1,517.35CDNSLow:1810.HK
25.861810.HKDetails
Price/Book
9.36
High:NVDA
31.22NVDALow:ABBV
-112.66ABBVDetails
Price/Sales
8.58
High:SOF.BR
58.76SOF.BRLow:DHL.DE
0.7DHL.DEDetails
Price/CF
23.18
High:CDNS
49.35CDNSLow:DTE.DE
3.29DTE.DEDetails
Price/FCF
65.84
High:9988.HK
2,771.019988.HKLow:DTE.DE
6.12DTE.DEDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-66.09% | Jul 2013 | Nov 2024 | 136 |
-12.29% | Nov 2025 | - | 6 |
-7.41% | Feb 2025 | Jun 2025 | 4 |
-5.16% | Apr 2013 | May 2013 | 1 |
-1.4% | Dec 2024 | Jan 2025 | 1 |