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-1.87%
This Month
+16.06%
Year To Date
+35.86%
2 Years
+54.61%
5 Years
+154.13%
10 Years
+17.34%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading70.82%
- 🧬 Health Technology14.65%
- ❓ Other9.36%
- 📊 ETFs2.85%
- 💵 Cash2.22%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE31.2%
- 🇬🇧 LSE29.59%
- 🇺🇸 Nasdaq21.17%
- 🇩🇪 Xetra ETFs2.67%
- Regular Trading Hours - RTH0.44%
- 🌍 CFD0.38%
- 🇩🇪 FRA0.24%
- 🌍 Digital Currency0.23%
- 🇫🇷 Euronext Paris0.23%
- 🇮🇹 Borsa Italiana0.19%
- 🇳🇱 Euronext Amsterdam0.15%
- 🇦🇺 Sydney0.07%
- 🇺🇸 Chicago Board Options Exchange0.05%
- 🇩🇰 Copenhagen Stock Exchange0.05%
- 🇸🇪 Stockholm Stock Exchange0.04%
- 🇨🇭 SIX0.03%
- 🇪🇸 Bolsa De Madrid0.02%
- 🇭🇰 Hong Kong Exchanges0.02%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States30.09%
- 🇳🇱 Netherlands1.06%
- 🇹🇼 Taiwan0.72%
- 🇮🇹 Italy0.26%
- 🇩🇪 Germany0.25%
- 🇫🇷 France0.23%
- 🇬🇧 United Kingdom0.17%
- 🇨🇦 Canada0.14%
- 🇪🇸 Spain0.11%
- 🇨🇳 China0.1%
- 🇦🇺 Australia0.07%
- 🇸🇪 Sweden0.06%
- 🇩🇰 Denmark0.05%
- 🇯🇵 Japan0.04%
- 🇨🇭 Switzerland0.03%
- 🇱🇺 Luxembourg0.02%
- 🇸🇬 Singapore0.01%
- 🇧🇪 Belgium0.01%
Dividends
Dividend Yield
1.28%
4 out of 8 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: $PFE (6.96%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 PFE | 1.02% | 6.96% | $1.66 |
 GainersQtr | 0.23% | 0.72% | - |
 FullGrowth-CXHRX | 0.02% | 0.36% | - |
 algocloud-VGAKRU | 0.01% | 0.15% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 BNS (GainersQtr) | Pay Day | Jul 29, 2026 | $0.82 |
 JPM (GainersQtr) | Pay Day | Jul 31, 2026 | $1.50 |
 DHR (GainersQtr) | Pay Day | Jul 31, 2026 | $0.40 |
 EOG (algocloud-VGAKRU) | Pay Day | Jul 31, 2026 | $1.02 |
 WMT (GainersQtr) | Ex-Dividend | Aug 21, 2026 | $0.25 |
WMT (GainersQtr) | Pay Day | Sep 8, 2026 | $0.25 |
Performance Metrics
Score 6.6/10
Beta
0.8
0.8
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
6.12
6.12
-2
0
2
7
7
Omega Ratio
1.15
1.15
0
1
1.5
2.5
2.5
Treynor Ratio
1.66
1.66
0
0.75
1.25
2
2
Information Ratio
0.18
0.18
0
0.3
0.6
1
1
Calmar Ratio
0.5
0.5
0
0.3
0.6
1
1
Beta
0.8
0.8
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
6.12
6.12
-2
0
2
7
7
Omega Ratio
1.15
1.15
0
1
1.5
2.5
2.5
Treynor Ratio
1.66
1.66
0
0.75
1.25
2
2
Information Ratio
0.18
0.18
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
18.53
High:PFE
18.53PFELow:PFE
18.53PFEDetails
PEG Ratio
N/A
Details
Price/Book
1.53
High:PFE
1.53PFELow:PFE
1.53PFEDetails
Price/Sales
2.19
High:PFE
2.19PFELow:PFE
2.19PFEDetails
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
18.53
High:PFE
18.53PFELow:PFE
18.53PFEDetails
PEG Ratio
N/A
Details
Price/Book
1.53
High:PFE
1.53PFELow:PFE
1.53PFEDetails
Price/Sales
2.19
High:PFE
2.19PFELow:PFE
2.19PFEDetails
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 |
-2.91% | Jun 2026 | - | 2 |
-1.6% | Aug 2024 | Sep 2024 | 1 |
-1.38% | Nov 2024 | Jan 2025 | 2 |