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+0.11%
This Month
+10.87%
Year To Date
+46.66%
2 Years
+31.48%
5 Years
+6.08%
10 Years
+0.73%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💰 Finance19.34%
- 🖥️ Technology Services18.47%
- 🧩 Miscellaneous15.28%
- 👥 Copy Trading15.09%
- 💻 Electronic Technology12.22%
- 🛍️ Retail Trade6.38%
- 🍞 Consumer Non Durables6.24%
- 💵 Cash3.4%
- 🚗 Consumer Durables2.14%
- 🧬 Health Technology0.35%
- 🧪 Process Industries0.21%
- 🚚 Transportation0.13%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE36.95%
- 🇺🇸 Nasdaq28.39%
- 🇬🇧 LSE15.28%
- 🇭🇰 Hong Kong Exchanges0.13%
- 🇩🇪 FRA0.02%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States61.28%
- 🇨🇳 China2.18%
- 🇮🇪 Ireland2%
- 🇩🇪 Germany0.02%
Dividends
Dividend Yield
0.51%
15 out of 33 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: $VOW3.DE (7.51%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 PEP | 0.19% | 4.37% | $5.15 |
 AXP | 0.13% | 1.16% | $2.6 |
 NKE | 0.04% | 4.36% | $1.45 |
 MA | 0.03% | 0.57% | $2.46 |
 ORCL | 0.02% | 1.52% | $1.6 |
 KO | 0.02% | 2.26% | $1.89 |
 BABA | 0.02% | 0.96% | $0.98 |
 V | 0.02% | 0.66% | $2.01 |
 WMT | 0.01% | 0.85% | $0.81 |
 AAPL | 0.01% | 0.31% | $0.97 |
 MSFT | 0.01% | 0.71% | $3 |
 NVDA | 0.01% | 0.24% | $0.02 |
 GOOG | 0% | 0.26% | $0.2 |
 VOW3.DE | 0% | 7.51% | $9.06 |
 MU | 0% | 0.06% | $0.46 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
ORCL | Pay Day | Oct 23, 2026 | $0.50 |
MU | Pay Day | Oct 29, 2026 | $0.15 |
 INTC | Ex-Dividend | Nov 7, 2026 | $0.12 |
MA | Pay Day | Nov 9, 2026 | $0.87 |
AAPL | Ex-Dividend | Nov 10, 2026 | $0.27 |
AXP | Pay Day | Nov 10, 2026 | $0.95 |
V | Ex-Dividend | Nov 11, 2026 | $0.67 |
MSFT | Ex-Dividend | Nov 20, 2026 | $0.91 |
WMT | Ex-Dividend | Nov 21, 2026 | $0.25 |
NKE | Ex-Dividend | Dec 1, 2026 | $0.41 |
GOOG | Ex-Dividend | Dec 4, 2026 | $0.22 |
PEP | Ex-Dividend | Dec 4, 2026 | $1.48 |
NVDA | Ex-Dividend | Dec 10, 2026 | $0.25 |
KO | Ex-Dividend | Dec 15, 2026 | $0.53 |
AXP | Ex-Dividend | Jan 9, 2027 | $0.95 |
MA | Ex-Dividend | Jan 9, 2027 | $0.87 |
ORCL | Ex-Dividend | Jan 9, 2027 | $0.50 |
MU | Ex-Dividend | Jan 14, 2027 | $0.15 |
BABA | Ex-Dividend | Jun 11, 2027 | $1.05 |
VOW3.DE | Ex-Dividend | Jun 19, 2027 | $6.04 |
 01055.HK | Ex-Dividend | Jun 28, 2027 | $0.05 |
Performance Metrics
Score 2.6/10
Beta
1.11
1.11
0
0.8
1.2
0
2
Sharpe Ratio
0.07
0.07
0
0.5
1
1.5
1.5
Sortino Ratio
0.09
0.09
0
1
2
3
3
Jensen's Alpha
-9.35
-9.35
-10
0
2
4.5
4.5
Omega Ratio
0.67
0.67
0
1
1.5
2.5
2.5
Treynor Ratio
0.14
0.14
0
0.75
1.25
2
2
Information Ratio
-0.46
-0.46
-1
0.3
0.6
1
1
Calmar Ratio
0.02
0.02
0
0.3
0.6
1
1
Beta
1.11
1.11
0
0.8
1.2
0
2
Sharpe Ratio
0.07
0.07
0
0.5
1
1.5
1.5
Sortino Ratio
0.09
0.09
0
1
2
3
3
Jensen's Alpha
-9.35
-9.35
-10
0
2
4.5
4.5
Omega Ratio
0.67
0.67
0
1
1.5
2.5
2.5
Treynor Ratio
0.14
0.14
0
0.75
1.25
2
2
Information Ratio
-0.46
-0.46
-1
0.3
0.6
1
1
Calmar Ratio
0.02
0.02
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
29.97
High:
TSLA
351.88TSLALow:INTC
-54.8INTCDetails
PEG Ratio
1.09
High:WMT
9.53WMTLow:MU
0.02MUDetails
Price/Book
12.83
High:MA
88.35MALow:
DBX
-3.45DBXDetails
Price/Sales
7.52
High:
QBTS
466.8QBTSLow:
CRBP
-CRBPDetails
Price/CF
24.84
High:
PLTR
88.14PLTRLow:01055.HK
1.5601055.HKDetails
Price/FCF
45.68
High:INTC
1,903.91INTCLow:01055.HK
5.5601055.HKDetails
P/E Ratio
29.97
High:TSLA
351.88TSLALow:INTC
-54.8INTCDetails
PEG Ratio
1.09
High:WMT
9.53WMTLow:MU
0.02MUDetails
Price/Book
12.83
High:MA
88.35MALow:DBX
-3.45DBXDetails
Price/Sales
7.52
High:QBTS
466.8QBTSLow:CRBP
-CRBPDetails
Price/CF
24.84
High:PLTR
88.14PLTRLow:01055.HK
1.5601055.HKDetails
Price/FCF
45.68
High:INTC
1,903.91INTCLow:01055.HK
5.5601055.HKDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-44.74% | Jun 2018 | Oct 2025 | 88 |
-15.07% | Nov 2025 | May 2026 | 6 |
-7.07% | Mar 2018 | May 2018 | 2 |
-6.7% | Jun 2026 | - | 5 |