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+1.66%
This Month
+19.55%
Year To Date
+44.61%
2 Years
+52.77%
5 Years
+161.78%
10 Years
+18.51%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading69.99%
- 🧬 Health Technology15.02%
- 💵 Cash11.94%
- 📊 ETFs3.17%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE42.54%
- 🇺🇸 NYSE27.19%
- 🇺🇸 Nasdaq4.67%
- 🇩🇪 Xetra ETFs4.49%
- 🇮🇹 Borsa Italiana1.15%
- 🇩🇪 FRA0.84%
- 🇫🇷 Euronext Paris0.68%
- 🇳🇱 Euronext Amsterdam0.66%
- 🇭🇰 Hong Kong Exchanges0.31%
- 🇨🇭 SIX0.27%
- 🌍 Digital Currency0.27%
- 🇺🇸 Chicago Board Options Exchange0.22%
- 🇳🇴 Oslo Stock Exchange0.12%
- 🌍 Commodity0.11%
- 🇫🇮 Helsinki Stock Exchange0.08%
- 🇦🇺 Sydney0.07%
- 🇧🇪 Euronext Brussels0.07%
- 🇪🇸 Bolsa De Madrid0.06%
- Tokyo Stock Exchange0.05%
- 🇩🇰 Copenhagen Stock Exchange0.03%
- Abu Dhabi0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States25.23%
- 🇬🇧 United Kingdom2.63%
- 🇩🇪 Germany0.84%
- 🇫🇷 France0.68%
- 🇳🇱 Netherlands0.58%
- 🇱🇺 Luxembourg0.57%
- 🇮🇹 Italy0.55%
- 🇸🇬 Singapore0.34%
- 🇨🇳 China0.31%
- 🇨🇭 Switzerland0.29%
- 🇳🇴 Norway0.12%
- 🇺🇾 Uruguay0.09%
- 🇫🇮 Finland0.08%
- 🇦🇺 Australia0.07%
- 🇧🇪 Belgium0.07%
- 🇹🇼 Taiwan0.06%
- 🇪🇸 Spain0.06%
- 🇨🇦 Canada0.05%
- 🇨🇿 Czech Republic0.05%
- 🇩🇰 Denmark0.03%
- 🇮🇳 India0.03%
- 🇮🇱 Israel0.02%
- 🇧🇷 Brazil0%
Dividends
Dividend Yield
1.42%
2 out of 6 instruments pay dividend.
49 dividend payments in the next 30 days.
Highest Dividend: $PFE (6.67%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 PFE | 1% | 6.67% | $1.66 |
 GainersQtr | 0.42% | 1.32% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 F (GainersQtr) | Pay Day | Jun 1, 2026 | $0.15 |
 PSX (GainersQtr) | Pay Day | Jun 1, 2026 | $1.27 |
 COP (GainersQtr) | Pay Day | Jun 1, 2026 | $0.84 |
 0700.HK (GainersQtr) | Pay Day | Jun 1, 2026 | $0.68 |
 ENB (GainersQtr) | Pay Day | Jun 1, 2026 | $0.71 |
 EQT (GainersQtr) | Pay Day | Jun 1, 2026 | $0.17 |
 MCD (GainersQtr) | Ex-Dividend | Jun 2, 2026 | $1.86 |
 HAL (GainersQtr) | Ex-Dividend | Jun 3, 2026 | $0.17 |
 RR.L (GainersQtr) | Pay Day | Jun 3, 2026 | $0.07 |
 SLB (GainersQtr) | Ex-Dividend | Jun 3, 2026 | $0.29 |
 NVDA (GainersQtr) | Ex-Dividend | Jun 4, 2026 | $0.25 |
 BA.L (GainersQtr) | Pay Day | Jun 4, 2026 | $0.31 |
 EXE (GainersQtr) | Pay Day | Jun 4, 2026 | $0.57 |
 LMP.L (GainersQtr) | Ex-Dividend | Jun 4, 2026 | $0.04 |
 SU (GainersQtr) | Ex-Dividend | Jun 4, 2026 | $0.44 |
 DEO (GainersQtr) | Pay Day | Jun 4, 2026 | $0.80 |
 PEP (GainersQtr) | Ex-Dividend | Jun 5, 2026 | $1.48 |
 HON (GainersQtr) | Pay Day | Jun 5, 2026 | $1.19 |
 BLK (GainersQtr) | Ex-Dividend | Jun 5, 2026 | $5.73 |
 GOOG (GainersQtr) | Ex-Dividend | Jun 8, 2026 | $0.22 |
 SGO.PA (GainersQtr) | Ex-Dividend | Jun 8, 2026 | $2.68 |
 IGG.L (GainersQtr) | Pay Day | Jun 8, 2026 | $0.37 |
 GOOGL (GainersQtr) | Ex-Dividend | Jun 8, 2026 | $0.22 |
 JNJ (GainersQtr) | Pay Day | Jun 9, 2026 | $1.34 |
 CVX.US (GainersQtr) | Pay Day | Jun 10, 2026 | $1.78 |
 IBM (GainersQtr) | Pay Day | Jun 10, 2026 | $1.69 |
 XOM (GainersQtr) | Pay Day | Jun 10, 2026 | $1.03 |
SGO.PA (GainersQtr) | Pay Day | Jun 10, 2026 | $2.68 |
 LLY (GainersQtr) | Pay Day | Jun 10, 2026 | $1.73 |
 SPGI (GainersQtr) | Pay Day | Jun 10, 2026 | $0.97 |
 OXY (GainersQtr) | Ex-Dividend | Jun 10, 2026 | $0.26 |
 DLO (GainersQtr) | Pay Day | Jun 10, 2026 | $0.19 |
 MSFT (GainersQtr) | Pay Day | Jun 11, 2026 | $0.91 |
 RTX (GainersQtr) | Pay Day | Jun 11, 2026 | $0.73 |
 01211.HK (GainersQtr) | Ex-Dividend | Jun 11, 2026 | $0.05 |
 TSM (GainersQtr) | Ex-Dividend | Jun 11, 2026 | $0.95 |
PFE | Pay Day | Jun 12, 2026 | $0.43 |
PFE (GainersQtr) | Pay Day | Jun 12, 2026 | $0.43 |
 ALB (GainersQtr) | Ex-Dividend | Jun 12, 2026 | $0.41 |
 WMB (GainersQtr) | Ex-Dividend | Jun 12, 2026 | $0.53 |
 RKT.L (GainersQtr) | Pay Day | Jun 12, 2026 | $1.70 |
 BBOX.L (GainersQtr) | Pay Day | Jun 12, 2026 | $0.03 |
 FLO (GainersQtr) | Ex-Dividend | Jun 12, 2026 | $0.13 |
GOOG (GainersQtr) | Pay Day | Jun 15, 2026 | $0.22 |
 KO (GainersQtr) | Ex-Dividend | Jun 15, 2026 | $0.53 |
 DVN (GainersQtr) | Ex-Dividend | Jun 15, 2026 | $0.32 |
 MO (GainersQtr) | Ex-Dividend | Jun 15, 2026 | $1.06 |
 O (GainersQtr) | Pay Day | Jun 15, 2026 | $0.27 |
GOOGL (GainersQtr) | Pay Day | Jun 15, 2026 | $0.22 |
 CVE (GainersQtr) | Ex-Dividend | Jun 15, 2026 | $0.16 |
 DOC (GainersQtr) | Ex-Dividend | Jun 15, 2026 | $0.10 |
MCD (GainersQtr) | Pay Day | Jun 16, 2026 | $1.86 |
 DUK (GainersQtr) | Pay Day | Jun 16, 2026 | $1.06 |
 G24.DE (GainersQtr) | Ex-Dividend | Jun 18, 2026 | $1.73 |
G24.DE (GainersQtr) | Pay Day | Jun 22, 2026 | $1.73 |
 VLO (GainersQtr) | Pay Day | Jun 23, 2026 | $1.20 |
BLK (GainersQtr) | Pay Day | Jun 23, 2026 | $5.73 |
 STM.US (GainersQtr) | Ex-Dividend | Jun 23, 2026 | $0.09 |
HAL (GainersQtr) | Pay Day | Jun 24, 2026 | $0.17 |
 01093.HK (GainersQtr) | Ex-Dividend | Jun 24, 2026 | $0.02 |
 GFS (GainersQtr) | Ex-Dividend | Jun 24, 2026 | $0.12 |
SU (GainersQtr) | Pay Day | Jun 25, 2026 | $0.44 |
NVDA (GainersQtr) | Pay Day | Jun 26, 2026 | $0.25 |
 BP.L (GainersQtr) | Pay Day | Jun 26, 2026 | $0.08 |
 HSBA.L (GainersQtr) | Pay Day | Jun 26, 2026 | $0.10 |
 TSCO.L (GainersQtr) | Pay Day | Jun 26, 2026 | $0.13 |
FLO (GainersQtr) | Pay Day | Jun 26, 2026 | $0.13 |
DOC (GainersQtr) | Pay Day | Jun 26, 2026 | $0.10 |
WMB (GainersQtr) | Pay Day | Jun 29, 2026 | $0.53 |
 SHEL.L (GainersQtr) | Pay Day | Jun 29, 2026 | $0.39 |
PEP (GainersQtr) | Pay Day | Jun 30, 2026 | $1.48 |
 TTE.PA (GainersQtr) | Ex-Dividend | Jun 30, 2026 | $1.01 |
 MDLZ (GainersQtr) | Ex-Dividend | Jun 30, 2026 | $0.50 |
DVN (GainersQtr) | Pay Day | Jun 30, 2026 | $0.32 |
 ALW.L (GainersQtr) | Pay Day | Jun 30, 2026 | $0.10 |
CVE (GainersQtr) | Pay Day | Jun 30, 2026 | $0.16 |
STM.US (GainersQtr) | Pay Day | Jun 30, 2026 | $0.09 |
 TRP (GainersQtr) | Ex-Dividend | Jun 30, 2026 | $0.65 |
 STN (GainersQtr) | Ex-Dividend | Jun 30, 2026 | $0.18 |
KO (GainersQtr) | Pay Day | Jul 1, 2026 | $0.53 |
ALB (GainersQtr) | Pay Day | Jul 1, 2026 | $0.41 |
TTE.PA (GainersQtr) | Pay Day | Jul 2, 2026 | $1.01 |
 CSCO (GainersQtr) | Ex-Dividend | Jul 6, 2026 | $0.42 |
 JPM (GainersQtr) | Ex-Dividend | Jul 6, 2026 | $1.50 |
 REP.MC (GainersQtr) | Ex-Dividend | Jul 6, 2026 | $0.59 |
REP.MC (GainersQtr) | Pay Day | Jul 8, 2026 | $0.59 |
LMP.L (GainersQtr) | Pay Day | Jul 9, 2026 | $0.04 |
SLB (GainersQtr) | Pay Day | Jul 9, 2026 | $0.29 |
TSM (GainersQtr) | Pay Day | Jul 9, 2026 | $0.95 |
MO (GainersQtr) | Pay Day | Jul 10, 2026 | $1.06 |
 BTI (GainersQtr) | Ex-Dividend | Jul 10, 2026 | $0.83 |
MDLZ (GainersQtr) | Pay Day | Jul 14, 2026 | $0.50 |
GFS (GainersQtr) | Pay Day | Jul 14, 2026 | $0.12 |
01093.HK (GainersQtr) | Pay Day | Jul 15, 2026 | $0.02 |
OXY (GainersQtr) | Pay Day | Jul 15, 2026 | $0.26 |
STN (GainersQtr) | Pay Day | Jul 15, 2026 | $0.18 |
 EOG (GainersQtr) | Ex-Dividend | Jul 17, 2026 | $1.02 |
CSCO (GainersQtr) | Pay Day | Jul 22, 2026 | $0.42 |
 RI.PA (GainersQtr) | Ex-Dividend | Jul 22, 2026 | $2.77 |
RI.PA (GainersQtr) | Pay Day | Jul 24, 2026 | $2.77 |
JPM (GainersQtr) | Pay Day | Jul 31, 2026 | $1.50 |
EOG (GainersQtr) | Pay Day | Jul 31, 2026 | $1.02 |
01211.HK (GainersQtr) | Pay Day | Jul 31, 2026 | $0.05 |
TRP (GainersQtr) | Pay Day | Jul 31, 2026 | $0.65 |
 EQNR.OL (GainersQtr) | Ex-Dividend | Aug 13, 2026 | $0.39 |
 BG (GainersQtr) | Ex-Dividend | Aug 18, 2026 | $0.72 |
BTI (GainersQtr) | Pay Day | Aug 19, 2026 | $0.83 |
EQNR.OL (GainersQtr) | Pay Day | Aug 27, 2026 | $0.39 |
BG (GainersQtr) | Pay Day | Sep 1, 2026 | $0.72 |
Performance Metrics
Score 6.7/10
Beta
0.82
0.82
0
0.8
1.2
0
2
Sharpe Ratio
0.7
0.7
0
0.5
1
1.5
1.5
Sortino Ratio
1.49
1.49
0
1
2
3
3
Jensen's Alpha
8.1
8.1
-2
0
2
9
9
Omega Ratio
1.28
1.28
0
1
1.5
2.5
2.5
Treynor Ratio
1.63
1.63
0
0.75
1.25
2
2
Information Ratio
0.31
0.31
0
0.3
0.6
1
1
Calmar Ratio
0.5
0.5
0
0.3
0.6
1
1
Beta
0.82
0.82
0
0.8
1.2
0
2
Sharpe Ratio
0.7
0.7
0
0.5
1
1.5
1.5
Sortino Ratio
1.49
1.49
0
1
2
3
3
Jensen's Alpha
8.1
8.1
-2
0
2
9
9
Omega Ratio
1.28
1.28
0
1
1.5
2.5
2.5
Treynor Ratio
1.63
1.63
0
0.75
1.25
2
2
Information Ratio
0.31
0.31
0
0.3
0.6
1
1
Calmar Ratio
0.5
0.5
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
19.82
High:PFE
19.82PFELow:PFE
19.82PFEDetails
PEG Ratio
N/A
Details
Price/Book
1.64
High:PFE
1.64PFELow:PFE
1.64PFEDetails
Price/Sales
2.34
High:PFE
2.34PFELow:PFE
2.34PFEDetails
Price/CF
12.93
High:PFE
12.93PFELow:PFE
12.93PFEDetails
Price/FCF
202.63
High:PFE
202.63PFELow:PFE
202.63PFEDetails
P/E Ratio
19.82
High:PFE
19.82PFELow:PFE
19.82PFEDetails
PEG Ratio
N/A
Details
Price/Book
1.64
High:PFE
1.64PFELow:PFE
1.64PFEDetails
Price/Sales
2.34
High:PFE
2.34PFELow:PFE
2.34PFEDetails
Price/CF
12.93
High:PFE
12.93PFELow:PFE
12.93PFEDetails
Price/FCF
202.63
High:PFE
202.63PFELow:PFE
202.63PFEDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-35.56% | Nov 2021 | Jul 2024 | 32 |
-9.6% | Mar 2021 | Oct 2021 | 7 |
-5.47% | Sep 2020 | Nov 2020 | 2 |
-1.6% | Aug 2024 | Sep 2024 | 1 |
-1.38% | Nov 2024 | Jan 2025 | 2 |