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+0.23%
Today
-1.46%
This Month
-1.78%
Year To Date
+10.84%
2 Years
-21.98%
5 Years
-9.16%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading47.91%
- 🧬 Health Technology16.74%
- 💵 Cash5.79%
- 🍞 Consumer Non Durables4.68%
- 💻 Electronic Technology4.38%
- 🖥️ Technology Services3.01%
- 💰 Finance2.66%
- 🚗 Consumer Durables1.98%
- ⛏️ Energy Minerals1.8%
- 💇♀️ Consumer Services0.87%
- 🪙 Cryptocurrencies0.62%
- 🪨 Non Energy Minerals0.38%
- 🛍️ Retail Trade0.36%
- 🧩 Miscellaneous0.16%
- 💼 Commercial Services0.14%
- ⚡ Utilities0.14%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE28.58%
- 🇺🇸 Nasdaq22.6%
- 🇬🇧 LSE13.69%
- 🇩🇪 FRA4.21%
- 🌍 Digital Currency4.09%
- 🇨🇭 SIX2.57%
- 🇭🇰 Hong Kong Exchanges1.99%
- 🇮🇹 Borsa Italiana1.45%
- 🇳🇴 Oslo Stock Exchange1.17%
- 🇫🇷 Euronext Paris0.36%
- 🇩🇰 Copenhagen Stock Exchange0.31%
- 🇦🇺 Sydney0.23%
- 🇸🇦 Tadawul0.19%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States27.12%
- 🇬🇧 United Kingdom10.91%
- 🇮🇱 Israel7.11%
- 🇧🇷 Brazil5.21%
- 🇩🇪 Germany4.21%
- 🇨🇴 Colombia4.06%
- 🇨🇦 Canada3.77%
- 🇫🇷 France2.63%
- 🇨🇭 Switzerland2.57%
- 🇨🇳 China2.56%
- 🇮🇹 Italy1.45%
- 🇳🇴 Norway1.36%
- 🇩🇰 Denmark0.94%
- 🇮🇪 Ireland0.62%
- 🇭🇰 Hong Kong0.52%
- 🇦🇺 Australia0.38%
- 🇸🇦 Saudi Arabia0.19%
Dividends
Dividend Yield
2.67%
42 out of 56 instruments pay dividend.
14 dividend payments in the next 30 days.
Highest Dividend: $PFE (7.38%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 AmitKup | 1.43% | 5.45% | - |
 LucaMeier | 0.4% | 1.83% | - |
 PFE | 0.14% | 7.38% | $1.66 |
 VOW3.DE | 0.13% | 6.47% | $9.06 |
 CNQ | 0.06% | 5.17% | $1.48 |
 OSB.L | 0.06% | 7.11% | $0.32 |
 ALLY | 0.04% | 3.61% | $1.2 |
 ROG.ZU | 0.03% | 3.62% | $9.6 |
 NESN.ZU | 0.03% | 3.51% | $3 |
 JNJ | 0.03% | 3.23% | $4.81 |
 PEP | 0.03% | 4.05% | $5.15 |
 ULVR.L | 0.02% | 3.23% | $1.47 |
 STAG | 0.02% | 4.52% | $1.47 |
 AVGO | 0.02% | 1.16% | $19.7 |
 MCD | 0.02% | 2.17% | $6.53 |
 PRGO | 0.02% | 4.44% | $1.1 |
 PST.MI | 0.02% | 5.1% | $0.8 |
 NKE | 0.01% | 2.69% | $1.45 |
 UL.US | 0.01% | 3.04% | $1.82 |
 BDX | 0.01% | 1.95% | $3.76 |
 KO | 0.01% | 2.74% | $1.89 |
 OXY | 0.01% | 2.22% | $0.8 |
 NVO | 0.01% | 1.89% | $0.98 |
 INTC | 0.01% | 2.44% | $0.5 |
 PG | 0.01% | 2.52% | $3.83 |
 AZN.L | 0.01% | 2.45% | $2.28 |
 MAIN | 0.01% | 5.54% | $2.85 |
 LLY | 0.01% | 0.62% | $4.86 |
 BAYN.DE | 0.01% | 0.48% | $0.11 |
 CPR.MI | 0.01% | 1.14% | $0.07 |
 MSFT | 0.01% | 0.83% | $3 |
 SRE | 0% | 3.31% | $2.43 |
 TECK | 0% | 0.98% | $0.37 |
 GOOGL | 0% | 0.5% | $0.2 |
 GOOG | 0% | 0.49% | $0.2 |
 LDO.MI | 0% | 1.16% | $0.28 |
 LHX | 0% | 2.16% | $4.6 |
 WMT | 0% | 0.99% | $0.81 |
 META | 0% | 0.37% | $1 |
 SPGI | 0% | 0.77% | $3.62 |
 DRS | 0% | 0.25% | - |
 NVDA | 0% | 0.04% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
BAYN.DE | Pay Day | Apr 30, 2025 | $0.12 |
STAG | Ex-Dividend | Apr 30, 2025 | $0.12 |
BAYN.DE (LucaMeier) | Pay Day | Apr 30, 2025 | $0.12 |
ALLY | Ex-Dividend | May 1, 2025 | $0.30 |
 KER.PA (LucaMeier) | Ex-Dividend | May 5, 2025 | $4.13 |
KER.PA (LucaMeier) | Pay Day | May 7, 2025 | $4.13 |
 AAL.L (LucaMeier) | Pay Day | May 7, 2025 | $0.22 |
MAIN | Ex-Dividend | May 8, 2025 | $0.25 |
PFE | Ex-Dividend | May 9, 2025 | $0.43 |
WMT | Ex-Dividend | May 9, 2025 | $0.24 |
 02020.HK (LucaMeier) | Ex-Dividend | May 12, 2025 | $0.15 |
OSB.L | Pay Day | May 13, 2025 | $0.30 |
 SAP.DE (LucaMeier) | Ex-Dividend | May 14, 2025 | $2.35 |
MSFT | Ex-Dividend | May 15, 2025 | $0.83 |
PG | Pay Day | May 15, 2025 | $1.06 |
ALLY | Pay Day | May 15, 2025 | $0.30 |
ULVR.L | Ex-Dividend | May 15, 2025 | $0.52 |
MAIN | Pay Day | May 15, 2025 | $0.25 |
STAG | Pay Day | May 15, 2025 | $0.12 |
SAP.DE (LucaMeier) | Pay Day | May 16, 2025 | $2.35 |
 EQNR (LucaMeier) | Ex-Dividend | May 16, 2025 | $0.37 |
 ENI.MI (LucaMeier) | Ex-Dividend | May 19, 2025 | $0.28 |
ENI.MI (LucaMeier) | Pay Day | May 21, 2025 | $0.28 |
02020.HK (LucaMeier) | Pay Day | May 26, 2025 | $0.15 |
JNJ | Ex-Dividend | May 27, 2025 | $1.30 |
WMT | Pay Day | May 27, 2025 | $0.24 |
 NEM (LucaMeier) | Ex-Dividend | May 27, 2025 | $0.25 |
EQNR (LucaMeier) | Pay Day | May 28, 2025 | $0.37 |
 AEM (LucaMeier) | Ex-Dividend | May 30, 2025 | $0.40 |
LHX | Ex-Dividend | Jun 3, 2025 | $1.20 |
 QCOM (LucaMeier) | Ex-Dividend | Jun 5, 2025 | $0.89 |
 3.HK (LucaMeier) | Ex-Dividend | Jun 6, 2025 | $0.03 |
GOOG | Ex-Dividend | Jun 9, 2025 | $0.21 |
GOOGL | Ex-Dividend | Jun 9, 2025 | $0.21 |
JNJ | Pay Day | Jun 10, 2025 | $1.30 |
MSFT | Pay Day | Jun 12, 2025 | $0.83 |
PFE | Pay Day | Jun 13, 2025 | $0.43 |
ULVR.L | Pay Day | Jun 13, 2025 | $0.52 |
GOOG | Pay Day | Jun 16, 2025 | $0.21 |
GOOGL | Pay Day | Jun 16, 2025 | $0.21 |
TECK | Ex-Dividend | Jun 16, 2025 | $0.09 |
AEM (LucaMeier) | Pay Day | Jun 16, 2025 | $0.40 |
LHX | Pay Day | Jun 18, 2025 | $1.20 |
 TTE.PA (LucaMeier) | Ex-Dividend | Jun 19, 2025 | $0.88 |
NEM (LucaMeier) | Pay Day | Jun 20, 2025 | $0.25 |
LDO.MI | Ex-Dividend | Jun 23, 2025 | $0.56 |
PST.MI | Ex-Dividend | Jun 23, 2025 | $0.81 |
3.HK (LucaMeier) | Pay Day | Jun 23, 2025 | $0.03 |
LDO.MI | Pay Day | Jun 25, 2025 | $0.56 |
PST.MI | Pay Day | Jun 25, 2025 | $0.81 |
QCOM (LucaMeier) | Pay Day | Jun 26, 2025 | $0.89 |
 EC (LucaMeier) | Ex-Dividend | Jun 26, 2025 | $0.52 |
TECK | Pay Day | Jun 30, 2025 | $0.09 |
TTE.PA (LucaMeier) | Pay Day | Jul 1, 2025 | $0.88 |
EC (LucaMeier) | Pay Day | Jul 7, 2025 | $0.52 |
 PLUS.L (AmitKup) | Pay Day | Jul 9, 2025 | $0.40 |
 ASHR (LucaMeier) | Pay Day | Dec 30, 2025 | $0.30 |
Performance Metrics
Score 2.2/10
Beta
0.94
0.94
0
0.8
1.2
0
2
Sharpe Ratio
-0.42
-0.42
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.52
-0.52
-1
1
2
3
3
Jensen's Alpha
-12.68
-12.68
-13
0
2
4.5
4.5
Omega Ratio
0.48
0.48
0
1
1.5
2.5
2.5
Treynor Ratio
-0.83
-0.83
-1
0.75
1.25
2
2
Information Ratio
-0.88
-0.88
-1
0.3
0.6
1
1
Calmar Ratio
-0.19
-0.19
-1
0.3
0.6
1
1
Beta
0.94
0.94
0
0.8
1.2
0
2
Sharpe Ratio
-0.42
-0.42
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.52
-0.52
-1
1
2
3
3
Jensen's Alpha
-12.68
-12.68
-13
0
2
4.5
4.5
Omega Ratio
0.48
0.48
0
1
1.5
2.5
2.5
Treynor Ratio
-0.83
-0.83
-1
0.75
1.25
2
2
Information Ratio
-0.88
-0.88
-1
0.3
0.6
1
1
Calmar Ratio
-0.19
-0.19
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
28
High:
AMD
96.08AMDLow:
ARDX
-31.79ARDXDetails
PEG Ratio
79.18
High:
PG
938.01PGLow:ARDX
-71.19ARDXDetails
Price/Book
6.22
High:
LLY
58.57LLYLow:
MCD
-59.67MCDDetails
Price/Sales
4.61
High:
TSHA
44.27TSHALow:
VOW3.DE
0.15VOW3.DEDetails
Price/CF
20.41
High:LLY
82.96LLYLow:VOW3.DE
2.6VOW3.DEDetails
Price/FCF
50.83
High:
PEP
5,253.35PEPLow:
CLLS
3.55CLLSDetails
P/E Ratio
28
High:AMD
96.08AMDLow:ARDX
-31.79ARDXDetails
PEG Ratio
79.18
High:PG
938.01PGLow:ARDX
-71.19ARDXDetails
Price/Book
6.22
High:LLY
58.57LLYLow:MCD
-59.67MCDDetails
Price/Sales
4.61
High:TSHA
44.27TSHALow:VOW3.DE
0.15VOW3.DEDetails
Price/CF
20.41
High:LLY
82.96LLYLow:VOW3.DE
2.6VOW3.DEDetails
Price/FCF
50.83
High:PEP
5,253.35PEPLow:CLLS
3.55CLLSDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-34.7% | May 2022 | - | 36 |