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+3.52%
This Month
+7.97%
Year To Date
+20.9%
2 Years
-6.46%
5 Years
-6.46%
10 Years
-1.73%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading20.75%
- 🧬 Health Technology15.74%
- 🍞 Consumer Non Durables15.05%
- 💰 Finance14.01%
- 🧩 Miscellaneous11.07%
- 🖥️ Technology Services10.29%
- ⛏️ Energy Minerals5.69%
- 🛍️ Retail Trade2.74%
- 💵 Cash1.93%
- 💼 Commercial Services1.72%
- 🪨 Non Energy Minerals1.12%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE47.18%
- 🇺🇸 Nasdaq22.52%
- 🇬🇧 LSE14.97%
- 🇮🇹 Borsa Italiana4.48%
- 🇭🇰 Hong Kong Exchanges2.74%
- 🌍 Digital Currency1.92%
- 🇨🇭 SIX1.18%
- 🇩🇪 FRA1.16%
- 🇫🇷 Euronext Paris0.68%
- 🇩🇰 Copenhagen Stock Exchange0.51%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States55.31%
- 🇬🇧 United Kingdom5.23%
- 🇮🇹 Italy4.48%
- 🇨🇳 China3.9%
- 🇨🇦 Canada2.85%
- 🇮🇪 Ireland2.6%
- 🇧🇷 Brazil2.54%
- 🇨🇭 Switzerland1.18%
- 🇩🇪 Germany1.16%
- 🇿🇦 South Africa1.12%
- 🇫🇷 France0.68%
- 🇮🇱 Israel0.64%
- 🇩🇰 Denmark0.51%
- 🇨🇴 Colombia0.45%
- 🇳🇴 Norway0.28%
- 🇭🇰 Hong Kong0.26%
- 🇦🇺 Australia0.22%
- 🇸🇬 Singapore0.17%
Dividends
Dividend Yield
2.74%
23 out of 27 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $PRGO (11.08%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 LucaMeier | 0.42% | 2.02% | - |
 O | 0.29% | 4.97% | $3.09 |
 PRGO | 0.27% | 11.08% | $1.1 |
 PFE | 0.26% | 6.88% | $1.66 |
 STAG | 0.26% | 3.64% | $1.47 |
 PG | 0.15% | 2.9% | $3.83 |
 PEP | 0.13% | 4.24% | $5.15 |
 ENI.MI | 0.12% | 4.93% | $0.94 |
 NEXI.MI | 0.12% | 7.05% | - |
 ABBV | 0.11% | 2.66% | $6.06 |
 VWRD.L | 0.1% | 0.94% | - |
 PBR.A | 0.1% | 5.83% | $2.21 |
 UL.US | 0.1% | 3.71% | $1.82 |
 KO | 0.09% | 2.53% | $1.89 |
 CNQ | 0.06% | 3.87% | $1.48 |
 MSFT | 0.03% | 0.91% | $3 |
 ALLY | 0.03% | 2.7% | $1.2 |
 VALT.L | 0.02% | 2.18% | - |
 NESN.ZU | 0.02% | 3.57% | $3 |
 AZN.L | 0.02% | 1.85% | $2.28 |
 GOOGL | 0.01% | 0.24% | $0.2 |
 LLY | 0.01% | 0.57% | $4.86 |
 META | 0% | 0.33% | $1 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 RI.PA (LucaMeier) | Pay Day | Jul 24, 2026 | $2.77 |
 EQNR (LucaMeier) | Ex-Dividend | Aug 14, 2026 | $0.39 |
EQNR (LucaMeier) | Pay Day | Aug 27, 2026 | $0.39 |
Performance Metrics
Score 2.4/10
Beta
0.86
0.86
0
0.8
1.2
0
2
Sharpe Ratio
-0.17
-0.17
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.21
-0.21
-1
1
2
3
3
Jensen's Alpha
-10.68
-10.68
-11
0
2
4.5
4.5
Omega Ratio
0.49
0.49
0
1
1.5
2.5
2.5
Treynor Ratio
-0.32
-0.32
-1
0.75
1.25
2
2
Information Ratio
-0.88
-0.88
-1
0.3
0.6
1
1
Calmar Ratio
-0.03
-0.03
-1
0.3
0.6
1
1
Beta
0.86
0.86
0
0.8
1.2
0
2
Sharpe Ratio
-0.17
-0.17
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.21
-0.21
-1
1
2
3
3
Jensen's Alpha
-10.68
-10.68
-11
0
2
4.5
4.5
Omega Ratio
0.49
0.49
0
1
1.5
2.5
2.5
Treynor Ratio
-0.32
-0.32
-1
0.75
1.25
2
2
Information Ratio
-0.88
-0.88
-1
0.3
0.6
1
1
Calmar Ratio
-0.03
-0.03
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
26.68
High:ABBV
126.31ABBVLow:
ZNTL
-2.81ZNTLDetails
PEG Ratio
418.23
High:ENI.MI
5,037.66ENI.MILow:ZNTL
-6.27ZNTLDetails
Price/Book
7.15
High:LLY
35.95LLYLow:ABBV
-67.98ABBVDetails
Price/Sales
6.26
High:LLY
14.74LLYLow:ZNTL
-ZNTLDetails
Price/CF
17.14
High:LLY
40.23LLYLow:ALLY
2.99ALLYDetails
Price/FCF
70.69
High:
AMZN
325.85AMZNLow:NEXI.MI
9.87NEXI.MIDetails
P/E Ratio
26.68
High:ABBV
126.31ABBVLow:ZNTL
-2.81ZNTLDetails
PEG Ratio
418.23
High:ENI.MI
5,037.66ENI.MILow:ZNTL
-6.27ZNTLDetails
Price/Book
7.15
High:LLY
35.95LLYLow:ABBV
-67.98ABBVDetails
Price/Sales
6.26
High:LLY
14.74LLYLow:ZNTL
-ZNTLDetails
Price/CF
17.14
High:LLY
40.23LLYLow:ALLY
2.99ALLYDetails
Price/FCF
70.69
High:AMZN
325.85AMZNLow:NEXI.MI
9.87NEXI.MIDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-34.7% | May 2022 | Apr 2026 | 47 |
-5.04% | May 2026 | - | 3 |