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+0.34%
This Month
+6.62%
Year To Date
+38.22%
2 Years
+35.85%
5 Years
+133.47%
10 Years
+16.94%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash36.44%
- 👥 Copy Trading34.67%
- 🧬 Health Technology17.46%
- 📊 ETFs10.84%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE34.7%
- 🇬🇧 LSE7.19%
- 🇩🇪 Xetra ETFs3.21%
- 🇺🇸 Nasdaq2.59%
- 🇫🇷 Euronext Paris1.67%
- 🇮🇹 Borsa Italiana1.45%
- 🇪🇸 Bolsa De Madrid0.74%
- 🇩🇪 FRA0.39%
- 🌍 Digital Currency0.34%
- 🇳🇱 Euronext Amsterdam0.34%
- 🌍 CFD0.31%
- 🇨🇭 SIX0.29%
- 🇭🇰 Hong Kong Exchanges0.24%
- 🇳🇴 Oslo Stock Exchange0.22%
- 🇺🇸 Chicago Board Options Exchange0.18%
- Regular Trading Hours - RTH0.17%
- 🇸🇦 Tadawul0.07%
- 🌍 Commodity0.05%
- 🇦🇪 Dubai Financial Market0.04%
- 🇩🇰 Copenhagen Stock Exchange0.02%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States22.61%
- 🇬🇧 United Kingdom3.24%
- 🇮🇹 Italy1.57%
- 🇫🇷 France1.04%
- 🇳🇱 Netherlands0.97%
- 🇪🇸 Spain0.76%
- 🇩🇪 Germany0.39%
- 🇨🇭 Switzerland0.29%
- 🇳🇴 Norway0.22%
- 🇧🇷 Brazil0.16%
- 🇨🇳 China0.15%
- 🇭🇰 Hong Kong0.13%
- 🇨🇦 Canada0.1%
- 🇺🇾 Uruguay0.08%
- 🇸🇦 Saudi Arabia0.07%
- 🇩🇰 Denmark0.05%
- 🇱🇺 Luxembourg0.02%
Dividends
Dividend Yield
1.62%
2 out of 4 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $PFE (6.52%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 PFE | 1.14% | 6.52% | $1.66 |
 GainersQtr | 0.48% | 1.4% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 BTI (GainersQtr) | Pay Day | Feb 9, 2026 | $0.75 |
Performance Metrics
Score 6.3/10
Beta
0.88
0.88
0
0.8
1.2
0
2
Sharpe Ratio
0.64
0.64
0
0.5
1
1.5
1.5
Sortino Ratio
1.37
1.37
0
1
2
3
3
Jensen's Alpha
4.1
4.1
-2
0
2
5
5
Omega Ratio
1.12
1.12
0
1
1.5
2.5
2.5
Treynor Ratio
1.41
1.41
0
0.75
1.25
2
2
Information Ratio
0.14
0.14
0
0.3
0.6
1
1
Calmar Ratio
0.47
0.47
0
0.3
0.6
1
1
Beta
0.88
0.88
0
0.8
1.2
0
2
Sharpe Ratio
0.64
0.64
0
0.5
1
1.5
1.5
Sortino Ratio
1.37
1.37
0
1
2
3
3
Jensen's Alpha
4.1
4.1
-2
0
2
5
5
Omega Ratio
1.12
1.12
0
1
1.5
2.5
2.5
Treynor Ratio
1.41
1.41
0
0.75
1.25
2
2
Information Ratio
0.14
0.14
0
0.3
0.6
1
1
Calmar Ratio
0.47
0.47
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
15.41
High:PFE
15.41PFELow:PFE
15.41PFEDetails
PEG Ratio
11.95
High:PFE
11.95PFELow:PFE
11.95PFEDetails
Price/Book
1.62
High:PFE
1.62PFELow:PFE
1.62PFEDetails
Price/Sales
2.41
High:PFE
2.41PFELow:PFE
2.41PFEDetails
Price/CF
10.38
High:PFE
10.38PFELow:PFE
10.38PFEDetails
Price/FCF
202.63
High:PFE
202.63PFELow:PFE
202.63PFEDetails
P/E Ratio
15.41
High:PFE
15.41PFELow:PFE
15.41PFEDetails
PEG Ratio
11.95
High:PFE
11.95PFELow:PFE
11.95PFEDetails
Price/Book
1.62
High:PFE
1.62PFELow:PFE
1.62PFEDetails
Price/Sales
2.41
High:PFE
2.41PFELow:PFE
2.41PFEDetails
Price/CF
10.38
High:PFE
10.38PFELow:PFE
10.38PFEDetails
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 |