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-0.91%
This Month
+17.3%
Year To Date
+36.88%
2 Years
+52.15%
5 Years
+156.86%
10 Years
+16.53%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading59.22%
- 🧬 Health Technology17.99%
- ❓ Other8.45%
- 💻 Electronic Technology4.26%
- 🛍️ Retail Trade3.87%
- 🛠️ Producer Manufacturing3.48%
- 💵 Cash2.34%
- 📊 ETFs0.33%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE33.44%
- 🇬🇧 LSE30.12%
- 🇺🇸 Nasdaq15.49%
- 🇩🇪 Xetra ETFs2.62%
- 🌍 Digital Currency0.45%
- 🌍 CFD0.43%
- 🇫🇷 Euronext Paris0.4%
- 🇮🇹 Borsa Italiana0.37%
- 🇧🇪 Euronext Brussels0.28%
- 🌍 Commodity0.19%
- 🇵🇹 Euronext Lisbon0.13%
- 🇩🇪 FRA0.08%
- 🇳🇴 Oslo Stock Exchange0.06%
- 🇨🇭 SIX0.05%
- Tokyo Stock Exchange0.04%
- 🇸🇪 Stockholm Stock Exchange0.02%
- 🇭🇰 Hong Kong Exchanges0.01%
- 🇦🇪 Dubai Financial Market0%
- 🇳🇱 Euronext Amsterdam0%
- 🇦🇺 Sydney0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States34.93%
- 🇬🇧 United Kingdom0.61%
- 🇮🇹 Italy0.37%
- 🇫🇷 France0.35%
- 🇹🇼 Taiwan0.29%
- 🇧🇪 Belgium0.28%
- 🇵🇹 Portugal0.13%
- 🇺🇾 Uruguay0.12%
- 🇩🇪 Germany0.08%
- 🇨🇭 Switzerland0.08%
- 🇳🇴 Norway0.06%
- 🇳🇱 Netherlands0.06%
- 🇪🇸 Spain0.02%
- 🇸🇪 Sweden0.02%
- 🇨🇳 China0.01%
- 🇦🇺 Australia0%
Dividends
Dividend Yield
1.04%
5 out of 9 instruments pay dividend.
8 dividend payments in the next 30 days.
Highest Dividend: $PFE (5.57%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 PFE | 1% | 5.57% | $1.66 |
 GainersQtr | 0.21% | 0.63% | - |
 AVGO | 0% | -0.82% | $-19.7 |
 MLI | -0.04% | -1.18% | $-0.7 |
 CVS | -0.13% | -3.31% | $-2.54 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 INTC (GainersQtr) | Ex-Dividend | Nov 7, 2026 | $0.12 |
 MAIN (GainersQtr) | Ex-Dividend | Nov 8, 2026 | $0.26 |
 MA (GainersQtr) | Pay Day | Nov 9, 2026 | $0.87 |
 DE (GainersQtr) | Pay Day | Nov 9, 2026 | $1.62 |
 AAPL (GainersQtr) | Ex-Dividend | Nov 10, 2026 | $0.27 |
 IBM (GainersQtr) | Ex-Dividend | Nov 10, 2026 | $1.69 |
 TXN (GainersQtr) | Pay Day | Nov 10, 2026 | $1.42 |
 V (GainersQtr) | Ex-Dividend | Nov 11, 2026 | $0.67 |
 O (GainersQtr) | Pay Day | Nov 13, 2026 | $0.27 |
 PG (GainersQtr) | Pay Day | Nov 16, 2026 | $1.09 |
 KMI (GainersQtr) | Pay Day | Nov 16, 2026 | $0.30 |
 XOM (GainersQtr) | Ex-Dividend | Nov 17, 2026 | $1.03 |
 HO.PA (GainersQtr) | Ex-Dividend | Nov 18, 2026 | $3.43 |
 CAT (GainersQtr) | Pay Day | Nov 19, 2026 | $1.51 |
 CVX.US (GainersQtr) | Ex-Dividend | Nov 19, 2026 | $1.78 |
 MSFT (GainersQtr) | Ex-Dividend | Nov 20, 2026 | $0.91 |
 ISP.MI (GainersQtr) | Ex-Dividend | Nov 21, 2026 | $2.25 |
 MMM (GainersQtr) | Ex-Dividend | Nov 24, 2026 | $0.78 |
 JNJ (GainersQtr) | Ex-Dividend | Nov 25, 2026 | $1.34 |
 C (GainersQtr) | Pay Day | Nov 25, 2026 | $0.60 |
 SPGI (GainersQtr) | Ex-Dividend | Nov 26, 2026 | $0.97 |
 NEE (GainersQtr) | Ex-Dividend | Nov 28, 2026 | $0.62 |
O (GainersQtr) | Ex-Dividend | Nov 30, 2026 | $0.27 |
 BALL (GainersQtr) | Ex-Dividend | Dec 1, 2026 | $0.20 |
 QCOM (GainersQtr) | Ex-Dividend | Dec 3, 2026 | $0.92 |
MLI | Ex-Dividend | Dec 4, 2026 | -$0.35 |
 GOOG (GainersQtr) | Ex-Dividend | Dec 4, 2026 | $0.22 |
 BAC (GainersQtr) | Ex-Dividend | Dec 4, 2026 | $0.28 |
 PEP (GainersQtr) | Ex-Dividend | Dec 4, 2026 | $1.48 |
 D (GainersQtr) | Ex-Dividend | Dec 4, 2026 | $0.67 |
 HPQ (GainersQtr) | Ex-Dividend | Dec 9, 2026 | $0.30 |
 NVDA (GainersQtr) | Ex-Dividend | Dec 10, 2026 | $0.25 |
 WMB (GainersQtr) | Ex-Dividend | Dec 11, 2026 | $0.53 |
 WM (GainersQtr) | Ex-Dividend | Dec 11, 2026 | $0.94 |
 KO (GainersQtr) | Ex-Dividend | Dec 15, 2026 | $0.53 |
 PSKY (GainersQtr) | Ex-Dividend | Dec 15, 2026 | $0.05 |
 TKO (GainersQtr) | Ex-Dividend | Dec 15, 2026 | $0.78 |
 ICE (GainersQtr) | Ex-Dividend | Dec 16, 2026 | $0.52 |
 TSM (GainersQtr) | Ex-Dividend | Dec 16, 2026 | $0.95 |
 TELFY (GainersQtr) | Ex-Dividend | Dec 17, 2026 | $0.18 |
AVGO | Ex-Dividend | Dec 21, 2026 | -$0.65 |
 META (GainersQtr) | Ex-Dividend | Dec 21, 2026 | $0.53 |
AVGO (GainersQtr) | Ex-Dividend | Dec 21, 2026 | -$0.65 |
 DIS (GainersQtr) | Ex-Dividend | Dec 30, 2026 | $0.75 |
 TTE.PA (GainersQtr) | Ex-Dividend | Dec 30, 2026 | $1.01 |
DE (GainersQtr) | Ex-Dividend | Dec 30, 2026 | $1.62 |
 AMT (GainersQtr) | Ex-Dividend | Dec 30, 2026 | $1.79 |
 JPM (GainersQtr) | Ex-Dividend | Jan 6, 2027 | $1.50 |
 VZ (GainersQtr) | Ex-Dividend | Jan 9, 2027 | $0.71 |
MA (GainersQtr) | Ex-Dividend | Jan 9, 2027 | $0.87 |
 ORCL (GainersQtr) | Ex-Dividend | Jan 9, 2027 | $0.50 |
 MU (GainersQtr) | Ex-Dividend | Jan 14, 2027 | $0.15 |
CVS | Ex-Dividend | Jan 22, 2027 | -$0.67 |
PG (GainersQtr) | Ex-Dividend | Jan 23, 2027 | $1.09 |
PFE | Ex-Dividend | Jan 24, 2027 | $0.43 |
PFE (GainersQtr) | Ex-Dividend | Jan 24, 2027 | $0.43 |
CAT (GainersQtr) | Ex-Dividend | Jan 26, 2027 | $1.51 |
 ASML (GainersQtr) | Ex-Dividend | Jan 27, 2027 | $3.17 |
TXN (GainersQtr) | Ex-Dividend | Jan 30, 2027 | $1.42 |
 VLO (GainersQtr) | Ex-Dividend | Jan 31, 2027 | $1.20 |
C (GainersQtr) | Ex-Dividend | Feb 2, 2027 | $0.60 |
KMI (GainersQtr) | Ex-Dividend | Feb 2, 2027 | $0.30 |
 HEIA.NV (GainersQtr) | Ex-Dividend | Feb 7, 2027 | $1.37 |
 SIE.DE (GainersQtr) | Ex-Dividend | Feb 13, 2027 | $6.25 |
 DGE.L (GainersQtr) | Ex-Dividend | Feb 25, 2027 | $0.20 |
 EDV.ASX (GainersQtr) | Ex-Dividend | Mar 3, 2027 | $0.08 |
 INPP.L (GainersQtr) | Ex-Dividend | Mar 15, 2027 | $0.00 |
 GLE.PA (GainersQtr) | Ex-Dividend | Apr 5, 2027 | $1.19 |
 RCP.L (GainersQtr) | Ex-Dividend | Apr 6, 2027 | $0.00 |
 VTY.L (GainersQtr) | Ex-Dividend | Apr 6, 2027 | $0.40 |
 NESN.ZU (GainersQtr) | Ex-Dividend | Apr 20, 2027 | $3.96 |
 AIR.PA (GainersQtr) | Ex-Dividend | Apr 21, 2027 | $3.78 |
 TOM.OL (GainersQtr) | Ex-Dividend | Apr 24, 2027 | $0.23 |
 MC.PA (GainersQtr) | Ex-Dividend | Apr 28, 2027 | $8.60 |
 OR.PA (GainersQtr) | Ex-Dividend | Apr 29, 2027 | $8.55 |
 SAN.PA (GainersQtr) | Ex-Dividend | May 5, 2027 | $4.84 |
 NOS.LS (GainersQtr) | Ex-Dividend | May 6, 2027 | $0.00 |
 JMT.LSB (GainersQtr) | Ex-Dividend | May 8, 2027 | $0.76 |
 CS.PA (GainersQtr) | Ex-Dividend | May 11, 2027 | $2.74 |
 SU.PA (GainersQtr) | Ex-Dividend | May 11, 2027 | $4.94 |
 EVO.ST (GainersQtr) | Ex-Dividend | May 12, 2027 | $3.06 |
 LHA.DE (GainersQtr) | Ex-Dividend | May 13, 2027 | $0.39 |
 0700.HK (GainersQtr) | Ex-Dividend | May 15, 2027 | $0.68 |
 VNA.DE (GainersQtr) | Ex-Dividend | May 22, 2027 | $1.45 |
 PUM.DE (GainersQtr) | Ex-Dividend | May 22, 2027 | $0.67 |
 COR.LS (GainersQtr) | Ex-Dividend | May 22, 2027 | $0.00 |
 G.MI (GainersQtr) | Ex-Dividend | May 23, 2027 | $1.89 |
 FRVIA.PA (GainersQtr) | Ex-Dividend | Jun 4, 2027 | $0.53 |
 SIP.BR (GainersQtr) | Ex-Dividend | Jun 12, 2027 | $5.11 |
Performance Metrics
Score 6.5/10
Beta
0.8
0.8
0
0.8
1.2
0
2
Sharpe Ratio
0.69
0.69
0
0.5
1
1.5
1.5
Sortino Ratio
1.47
1.47
0
1
2
3
3
Jensen's Alpha
5.58
5.58
-2
0
2
6
6
Omega Ratio
1.14
1.14
0
1
1.5
2.5
2.5
Treynor Ratio
1.59
1.59
0
0.75
1.25
2
2
Information Ratio
0.16
0.16
0
0.3
0.6
1
1
Calmar Ratio
0.49
0.49
0
0.3
0.6
1
1
Beta
0.8
0.8
0
0.8
1.2
0
2
Sharpe Ratio
0.69
0.69
0
0.5
1
1.5
1.5
Sortino Ratio
1.47
1.47
0
1
2
3
3
Jensen's Alpha
5.58
5.58
-2
0
2
6
6
Omega Ratio
1.14
1.14
0
1
1.5
2.5
2.5
Treynor Ratio
1.59
1.59
0
0.75
1.25
2
2
Information Ratio
0.16
0.16
0
0.3
0.6
1
1
Calmar Ratio
0.49
0.49
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
35.46
High:PFE
44.04PFELow:
SMCI
6.19SMCIDetails
PEG Ratio
1.36
High:CVS
3.24CVSLow:SMCI
0.02SMCIDetails
Price/Book
2.1
High:AVGO
15.59AVGOLow:CVS
1.28CVSDetails
Price/Sales
1.42
High:AVGO
17.85AVGOLow:CVS
0.25CVSDetails
Price/CF
12.67
High:AVGO
46.8AVGOLow:CVS
9.01CVSDetails
Price/FCF
56.78
High:PFE
82.65PFELow:CVS
15.96CVSDetails
P/E Ratio
35.46
High:PFE
44.04PFELow:SMCI
6.19SMCIDetails
PEG Ratio
1.36
High:CVS
3.24CVSLow:SMCI
0.02SMCIDetails
Price/Book
2.1
High:AVGO
15.59AVGOLow:CVS
1.28CVSDetails
Price/Sales
1.42
High:AVGO
17.85AVGOLow:CVS
0.25CVSDetails
Price/CF
12.67
High:AVGO
46.8AVGOLow:CVS
9.01CVSDetails
Price/FCF
56.78
High:PFE
82.65PFELow:CVS
15.96CVSDetails
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 |
-2.61% | Sep 2026 | - | 3 |
-2.31% | Jun 2026 | Aug 2026 | 2 |
-1.6% | Aug 2024 | Sep 2024 | 1 |
-1.38% | Nov 2024 | Jan 2025 | 2 |