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+0.29%
This Month
+10.93%
Year To Date
+34.73%
2 Years
+66.87%
5 Years
+94.3%
10 Years
+12.84%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🧩 Miscellaneous31.96%
- 📊 ETFs22.58%
- 💵 Cash18.27%
- ⛏️ Energy Minerals15.94%
- 💰 Finance10.31%
- 🛍️ Retail Trade3.85%
- 👥 Copy Trading2.09%
- 🖥️ Technology Services0.36%
- 🚚 Transportation0.27%
- 💼 Commercial Services0.19%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE31.41%
- 🇬🇧 LSE22.53%
- 🇩🇪 Xetra ETFs12.74%
- 🇭🇰 Hong Kong Exchanges8.62%
- 🇳🇱 Euronext Amsterdam6.61%
- 🇺🇸 Nasdaq5.08%
- 🇫🇷 Euronext Paris0.32%
- 🇩🇪 FRA0.12%
- 🇪🇸 Bolsa De Madrid0.1%
Countries Breakdown
- Country
- Total
- 🇨🇳 China8.65%
- 🇬🇧 United Kingdom7.36%
- 🇳🇱 Netherlands6.61%
- 🇺🇸 United States5.99%
- 🇫🇷 France0.32%
- 🇮🇱 Israel0.14%
- 🇩🇪 Germany0.12%
- 🇪🇸 Spain0.1%
Dividends
Dividend Yield
1.18%
9 out of 18 instruments pay dividend.
10 dividend payments in the next 30 days.
Highest Dividend: $00857.HK (4.94%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 PYPL | Ex-Dividend | Jun 4, 2026 | $0.14 |
 EXC (RenewableEnergy) | Ex-Dividend | Jun 4, 2026 | $0.42 |
 NEE (RenewableEnergy) | Ex-Dividend | Jun 5, 2026 | $0.62 |
 SO (RenewableEnergy) | Pay Day | Jun 8, 2026 | $0.76 |
 PEG (RenewableEnergy) | Ex-Dividend | Jun 9, 2026 | $0.67 |
 AEP (RenewableEnergy) | Pay Day | Jun 10, 2026 | $0.95 |
EXC (RenewableEnergy) | Pay Day | Jun 15, 2026 | $0.42 |
NEE (RenewableEnergy) | Pay Day | Jun 15, 2026 | $0.62 |
 DUK (RenewableEnergy) | Pay Day | Jun 16, 2026 | $1.06 |
 GEV (RenewableEnergy) | Ex-Dividend | Jun 16, 2026 | $0.50 |
 00857.HK | Ex-Dividend | Jun 18, 2026 | $0.04 |
 VST (RenewableEnergy) | Ex-Dividend | Jun 22, 2026 | $0.23 |
PYPL | Pay Day | Jun 25, 2026 | $0.14 |
 BP.L | Pay Day | Jun 26, 2026 | $0.08 |
 SHEL.L | Pay Day | Jun 29, 2026 | $0.39 |
PEG (RenewableEnergy) | Pay Day | Jun 30, 2026 | $0.67 |
VST (RenewableEnergy) | Pay Day | Jun 30, 2026 | $0.23 |
GEV (RenewableEnergy) | Pay Day | Jul 14, 2026 | $0.50 |
00857.HK | Pay Day | Jul 31, 2026 | $0.04 |
Performance Metrics
Score 7.7/10
Beta
0.37
0.37
0
0.8
1.2
0
2
Sharpe Ratio
1.04
1.04
0
0.5
1
2
2
Sortino Ratio
2.04
2.04
0
1
2
3
3
Jensen's Alpha
6.93
6.93
-2
0
2
7
7
Omega Ratio
1.11
1.11
0
1
1.5
2.5
2.5
Treynor Ratio
2.18
2.18
0
0.75
1.25
3
3
Information Ratio
0.14
0.14
0
0.3
0.6
1
1
Calmar Ratio
1.77
1.77
0
0.3
0.6
2
2
Beta
0.37
0.37
0
0.8
1.2
0
2
Sharpe Ratio
1.04
1.04
0
0.5
1
2
2
Sortino Ratio
2.04
2.04
0
1
2
3
3
Jensen's Alpha
6.93
6.93
-2
0
2
7
7
Omega Ratio
1.11
1.11
0
1
1.5
2.5
2.5
Treynor Ratio
2.18
2.18
0
0.75
1.25
3
3
Information Ratio
0.14
0.14
0
0.3
0.6
1
1
Calmar Ratio
1.77
1.77
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
23.29
High:
PINS
40.09PINSLow:
AF.PA
1.9AF.PADetails
PEG Ratio
188.79
High:
ABN.NV
713.49ABN.NVLow:AF.PA
0.82AF.PADetails
Price/Book
3.12
High:
AMZN
6.46AMZNLow:AF.PA
-11.49AF.PADetails
Price/Sales
1.85
High:AMZN
3.88AMZNLow:AF.PA
0.09AF.PADetails
Price/CF
10.06
High:AMZN
15.25AMZNLow:AF.PA
0.53AF.PADetails
Price/FCF
89.8
High:AMZN
325.85AMZNLow:PYPL
7.94PYPLDetails
P/E Ratio
23.29
High:PINS
40.09PINSLow:AF.PA
1.9AF.PADetails
PEG Ratio
188.79
High:ABN.NV
713.49ABN.NVLow:AF.PA
0.82AF.PADetails
Price/Book
3.12
High:AMZN
6.46AMZNLow:AF.PA
-11.49AF.PADetails
Price/Sales
1.85
High:AMZN
3.88AMZNLow:AF.PA
0.09AF.PADetails
Price/CF
10.06
High:AMZN
15.25AMZNLow:AF.PA
0.53AF.PADetails
Price/FCF
89.8
High:AMZN
325.85AMZNLow:PYPL
7.94PYPLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-7.45% | Jan 2022 | Jan 2023 | 12 |
-4.73% | Feb 2025 | May 2025 | 3 |
-3.47% | Aug 2023 | Feb 2024 | 6 |
-2.95% | May 2023 | Jul 2023 | 2 |
-2.3% | Jul 2024 | Dec 2024 | 5 |
-2.13% | Nov 2021 | Dec 2021 | 1 |
-1.71% | May 2021 | Jun 2021 | 1 |
-1.33% | Jul 2021 | Aug 2021 | 1 |
-1.31% | Mar 2026 | Apr 2026 | 1 |
-0.97% | Sep 2021 | Oct 2021 | 1 |
-0.54% | Apr 2024 | May 2024 | 1 |
-0.22% | Feb 2023 | Apr 2023 | 2 |