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+0.28%
Today
-2.54%
This Month
-9.67%
Year To Date
+24.1%
2 Years
+63.42%
5 Years
+6.67%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading67.8%
- 🪙 Cryptocurrencies12.26%
- 📊 ETFs3.28%
- 🧩 Miscellaneous3.08%
- 💵 Cash1.88%
- 💻 Electronic Technology0.82%
- 💰 Finance0.67%
- 🛍️ Retail Trade0.17%
- 🖥️ Technology Services0.1%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE22.28%
- 🇺🇸 Nasdaq21.08%
- 🌍 Digital Currency13.33%
- 🇩🇪 FRA5.55%
- 🇩🇪 Xetra ETFs5.36%
- 🇫🇷 Euronext Paris5.1%
- 🇪🇸 Bolsa De Madrid2.47%
- 🇬🇧 LSE2.23%
- 🇭🇰 Hong Kong Exchanges1.41%
- 🇮🇹 Borsa Italiana1.02%
- 🇳🇱 Euronext Amsterdam0.82%
- 🇨🇭 SIX0.56%
- 🌍 FX0.38%
- 🇩🇰 Copenhagen Stock Exchange0.21%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States30.67%
- 🇩🇪 Germany5.55%
- 🇫🇷 France5.1%
- 🇬🇧 United Kingdom3.25%
- 🇳🇱 Netherlands2.49%
- 🇨🇳 China2.48%
- 🇪🇸 Spain1.29%
- 🇨🇦 Canada1.08%
- 🇮🇱 Israel1.03%
- 🇱🇺 Luxembourg1.02%
- 🇧🇲 Bermuda1%
- 🇬🇷 Greece0.81%
- 🇨🇭 Switzerland0.76%
- 🇺🇾 Uruguay0.76%
- 🇦🇷 Argentina0.33%
- 🇩🇰 Denmark0.32%
- 🇯🇵 Japan0.23%
- 🇸🇬 Singapore0.22%
- 🇰🇾 Cayman Islands0.15%
- 🇭🇰 Hong Kong0.14%
- 🇹🇷 Türkiye0.1%
- 🇹🇼 Taiwan0.04%
Dividends
Dividend Yield
1.17%
21 out of 58 instruments pay dividend.
23 dividend payments in the next 30 days.
Highest Dividend: $TFC (5.79%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 YieldKing | 0.32% | 4.41% | - |
 DayByDayEquities | 0.26% | 2.28% | - |
 FundManagerZech | 0.21% | 3.42% | - |
 StanleyDruck13F | 0.08% | 0.97% | - |
 Pepecnf | 0.07% | 1.63% | - |
 ALTIA-Investment | 0.05% | 0.78% | - |
 ValueGurus | 0.05% | 0.72% | - |
 VidovM | 0.04% | 0.67% | - |
 KXI | 0.03% | 2.37% | - |
 MobilePayments | 0.02% | 0.68% | - |
 GiuseppeLasorsa | 0.01% | 0.19% | - |
 BMO | 0.01% | 4.64% | $4.4 |
 TFC | 0% | 5.79% | $2.08 |
 CM | 0% | 4.38% | $2.6 |
 BA.L | 0% | 1.93% | $0.3 |
 Miyoshi | 0% | 0.1% | - |
 PNC | 0% | 4.2% | $6.2 |
 RY | 0% | 3.45% | $4.03 |
 RHM.DE | 0% | 0.55% | $5.7 |
 C | 0% | 3.54% | $2.12 |
 9988.HK | 0% | 0.9% | $0.98 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
RY | Ex-Dividend | Apr 24, 2025 | $1.03 |
 CRM (ValueGurus) | Pay Day | Apr 24, 2025 | $0.42 |
 ASML.NV (ALTIA-Investment) | Ex-Dividend | Apr 25, 2025 | $2.10 |
 NVT (StanleyDruck13F) | Ex-Dividend | Apr 25, 2025 | $0.20 |
CM | Pay Day | Apr 28, 2025 | $0.68 |
 ASML (GiuseppeLasorsa) | Ex-Dividend | Apr 28, 2025 | $1.92 |
ASML (Pepecnf) | Ex-Dividend | Apr 28, 2025 | $1.92 |
BMO | Ex-Dividend | Apr 29, 2025 | $1.12 |
 MS (ALTIA-Investment) | Ex-Dividend | Apr 30, 2025 | $0.92 |
 3323.HK (FundManagerZech) | Ex-Dividend | Apr 30, 2025 | $0.02 |
 JOYY (FundManagerZech) | Pay Day | Apr 30, 2025 | $0.93 |
 AGNC (YieldKing) | Ex-Dividend | Apr 30, 2025 | $0.12 |
 JPM (Pepecnf) | Pay Day | Apr 30, 2025 | $1.40 |
 KMI (StanleyDruck13F) | Ex-Dividend | Apr 30, 2025 | $0.29 |
 T (ALTIA-Investment) | Pay Day | May 1, 2025 | $0.28 |
 GLEN.L (YieldKing) | Ex-Dividend | May 1, 2025 | $0.05 |
 FCX (StanleyDruck13F) | Pay Day | May 1, 2025 | $0.15 |
 COST (ALTIA-Investment) | Ex-Dividend | May 2, 2025 | $1.30 |
C | Ex-Dividend | May 5, 2025 | $0.56 |
PNC | Pay Day | May 5, 2025 | $1.60 |
 OR.PA (Pepecnf) | Ex-Dividend | May 5, 2025 | $7.25 |
ASML.NV (ALTIA-Investment) | Pay Day | May 6, 2025 | $2.10 |
ASML (GiuseppeLasorsa) | Pay Day | May 6, 2025 | $1.92 |
ASML (Pepecnf) | Pay Day | May 6, 2025 | $1.92 |
OR.PA (Pepecnf) | Pay Day | May 7, 2025 | $7.25 |
AGNC (YieldKing) | Pay Day | May 9, 2025 | $0.12 |
 AXP (Pepecnf) | Pay Day | May 9, 2025 | $0.82 |
 MA (ValueGurus) | Pay Day | May 9, 2025 | $0.76 |
NVT (StanleyDruck13F) | Pay Day | May 9, 2025 | $0.20 |
AXP (MobilePayments) | Pay Day | May 9, 2025 | $0.82 |
MA (MobilePayments) | Pay Day | May 9, 2025 | $0.76 |
 SAP.DE (ALTIA-Investment) | Ex-Dividend | May 14, 2025 | $2.35 |
 MSFT (ALTIA-Investment) | Ex-Dividend | May 15, 2025 | $0.83 |
MS (ALTIA-Investment) | Pay Day | May 15, 2025 | $0.92 |
MSFT (YieldKing) | Ex-Dividend | May 15, 2025 | $0.83 |
MSFT (GiuseppeLasorsa) | Ex-Dividend | May 15, 2025 | $0.83 |
MSFT (Pepecnf) | Ex-Dividend | May 15, 2025 | $0.83 |
KMI (StanleyDruck13F) | Pay Day | May 15, 2025 | $0.29 |
MSFT (Miyoshi) | Ex-Dividend | May 15, 2025 | $0.83 |
SAP.DE (ALTIA-Investment) | Pay Day | May 16, 2025 | $2.35 |
COST (ALTIA-Investment) | Pay Day | May 16, 2025 | $1.30 |
 GEV (ALTIA-Investment) | Pay Day | May 16, 2025 | $0.25 |
GEV (StanleyDruck13F) | Pay Day | May 16, 2025 | $0.25 |
 TEN.MI (DayByDayEquities) | Ex-Dividend | May 19, 2025 | $0.56 |
TEN.MI (DayByDayEquities) | Pay Day | May 21, 2025 | $0.56 |
C | Pay Day | May 23, 2025 | $0.56 |
RY | Pay Day | May 23, 2025 | $1.03 |
 TEP.PA (Pepecnf) | Ex-Dividend | May 26, 2025 | $4.40 |
BMO | Pay Day | May 27, 2025 | $1.12 |
 SAF.PA (ALTIA-Investment) | Ex-Dividend | May 27, 2025 | $3.04 |
 JNJ (YieldKing) | Ex-Dividend | May 27, 2025 | $1.30 |
 00001.HK (Pepecnf) | Ex-Dividend | May 27, 2025 | $0.20 |
SAF.PA (DayByDayEquities) | Ex-Dividend | May 27, 2025 | $3.04 |
TEP.PA (Pepecnf) | Pay Day | May 28, 2025 | $4.40 |
 IBKR (ValueGurus) | Ex-Dividend | May 30, 2025 | $0.32 |
SAF.PA (ALTIA-Investment) | Pay Day | Jun 2, 2025 | $3.04 |
SAF.PA (DayByDayEquities) | Pay Day | Jun 2, 2025 | $3.04 |
GLEN.L (YieldKing) | Pay Day | Jun 4, 2025 | $0.05 |
 0386.HK (FundManagerZech) | Ex-Dividend | Jun 9, 2025 | $0.02 |
JNJ (YieldKing) | Pay Day | Jun 10, 2025 | $1.30 |
MSFT (ALTIA-Investment) | Pay Day | Jun 12, 2025 | $0.83 |
MSFT (YieldKing) | Pay Day | Jun 12, 2025 | $0.83 |
MSFT (GiuseppeLasorsa) | Pay Day | Jun 12, 2025 | $0.83 |
MSFT (Pepecnf) | Pay Day | Jun 12, 2025 | $0.83 |
00001.HK (Pepecnf) | Pay Day | Jun 12, 2025 | $0.20 |
 TSM (StanleyDruck13F) | Ex-Dividend | Jun 12, 2025 | $0.68 |
MSFT (Miyoshi) | Pay Day | Jun 12, 2025 | $0.83 |
IBKR (ValueGurus) | Pay Day | Jun 13, 2025 | $0.32 |
KXI | Pay Day | Jun 17, 2025 | $0.66 |
 HBAN (StanleyDruck13F) | Ex-Dividend | Jun 17, 2025 | $0.16 |
 DIS (VidovM) | Ex-Dividend | Jun 24, 2025 | $0.50 |
DIS (ValueGurus) | Ex-Dividend | Jun 24, 2025 | $0.50 |
 BATS.L (YieldKing) | Ex-Dividend | Jun 26, 2025 | $0.76 |
 IS04.DE (Miyoshi) | Pay Day | Jun 26, 2025 | $0.08 |
0386.HK (FundManagerZech) | Pay Day | Jun 27, 2025 | $0.02 |
3323.HK (FundManagerZech) | Pay Day | Jun 30, 2025 | $0.02 |
HBAN (StanleyDruck13F) | Pay Day | Jul 1, 2025 | $0.16 |
 PLUS.L (YieldKing) | Pay Day | Jul 9, 2025 | $0.40 |
TSM (StanleyDruck13F) | Pay Day | Jul 10, 2025 | $0.68 |
DIS (VidovM) | Pay Day | Jul 23, 2025 | $0.50 |
DIS (ValueGurus) | Pay Day | Jul 23, 2025 | $0.50 |
BATS.L (YieldKing) | Pay Day | Aug 1, 2025 | $0.76 |
Performance Metrics
Score 3.4/10
Beta
0.91
0.91
0
0.8
1.2
0
2
Sharpe Ratio
0.32
0.32
0
0.5
1
1.5
1.5
Sortino Ratio
0.5
0.5
0
1
2
3
3
Jensen's Alpha
-3.01
-3.01
-4
0
2
4.5
4.5
Omega Ratio
0.79
0.79
0
1
1.5
2.5
2.5
Treynor Ratio
0.59
0.59
0
0.75
1.25
2
2
Information Ratio
-0.33
-0.33
-1
0.3
0.6
1
1
Calmar Ratio
0.2
0.2
0
0.3
0.6
1
1
Beta
0.91
0.91
0
0.8
1.2
0
2
Sharpe Ratio
0.32
0.32
0
0.5
1
1.5
1.5
Sortino Ratio
0.5
0.5
0
1
2
3
3
Jensen's Alpha
-3.01
-3.01
-4
0
2
4.5
4.5
Omega Ratio
0.79
0.79
0
1
1.5
2.5
2.5
Treynor Ratio
0.59
0.59
0
0.75
1.25
2
2
Information Ratio
-0.33
-0.33
-1
0.3
0.6
1
1
Calmar Ratio
0.2
0.2
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
18.21
High:
RHM.DE
88.68RHM.DELow:
HEPS
-20.79HEPSDetails
PEG Ratio
178.02
High:
BA.L
438.4BA.LLow:
TFC
2.63TFCDetails
Price/Book
1.99
High:RHM.DE
15.7RHM.DELow:
C
0.61CDetails
Price/Sales
1.94
High:RHM.DE
7.27RHM.DELow:C
0.72CDetails
Price/CF
11.39
High:
RY
60.27RYLow:
BMO
4.86BMODetails
Price/FCF
19.87
High:C
233.54CLow:BMO
6.84BMODetails
P/E Ratio
18.21
High:RHM.DE
88.68RHM.DELow:HEPS
-20.79HEPSDetails
PEG Ratio
178.02
High:BA.L
438.4BA.LLow:TFC
2.63TFCDetails
Price/Book
1.99
High:RHM.DE
15.7RHM.DELow:C
0.61CDetails
Price/Sales
1.94
High:RHM.DE
7.27RHM.DELow:C
0.72CDetails
Price/CF
11.39
High:RY
60.27RYLow:BMO
4.86BMODetails
Price/FCF
19.87
High:C
233.54CLow:BMO
6.84BMODetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-35.14% | Nov 2021 | Nov 2024 | 36 |
-27.33% | Jul 2019 | Nov 2020 | 16 |
-13.91% | Feb 2025 | - | 3 |
-6.12% | Sep 2021 | Oct 2021 | 1 |
-4.22% | May 2021 | Aug 2021 | 3 |
-3.53% | Dec 2018 | Jan 2019 | 1 |
-3.46% | Dec 2024 | Jan 2025 | 1 |
-0.04% | May 2019 | Jun 2019 | 1 |