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-3.94%
This Month
-7.48%
Year To Date
+13.57%
2 Years
+37.24%
5 Years
+37.24%
10 Years
+9.24%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading18.5%
- 💰 Finance16.28%
- 🍞 Consumer Non Durables15.19%
- 🛍️ Retail Trade8.84%
- ⚡ Utilities8.06%
- 📊 ETFs7.14%
- 🖥️ Technology Services5.96%
- ⛏️ Energy Minerals5.39%
- 🧩 Miscellaneous4.49%
- 💻 Electronic Technology4.47%
- 💵 Cash2.67%
- 🪨 Non Energy Minerals0.94%
- 🏥 Health Services0.88%
- 🏭 Industrial Services0.8%
- 🚚 Transportation0.63%
- 🧬 Health Technology0.1%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE45.45%
- 🇬🇧 LSE27.33%
- 🇺🇸 Nasdaq15.38%
- Regular Trading Hours - RTH5.96%
- 🇫🇷 Euronext Paris2.42%
- 🇺🇸 Chicago Board Options Exchange0.29%
- 🌍 Digital Currency0.1%
- 🇩🇪 Xetra ETFs0.04%
- 🇩🇪 FRA0.02%
- 🇪🇸 Bolsa De Madrid0.01%
- 🇵🇹 Euronext Lisbon0.01%
Countries Breakdown
- Country
- Total
- 🇧🇷 Brazil15.81%
- 🇺🇸 United States15.5%
- 🇦🇷 Argentina10.12%
- 🇬🇧 United Kingdom10.09%
- 🇲🇽 Mexico3.85%
- 🇫🇷 France2.42%
- 🇺🇾 Uruguay2.16%
- 🇨🇳 China1.53%
- 🇱🇺 Luxembourg1.22%
- 🇨🇭 Switzerland0.46%
- 🇩🇪 Germany0.02%
- 🇭🇰 Hong Kong0.02%
- 🇪🇸 Spain0.01%
- 🇵🇹 Portugal0.01%
- 🇵🇷 Puerto Rico0%
Dividends
Dividend Yield
0.46%
23 out of 47 instruments pay dividend.
20 dividend payments in the next 30 days.
Highest Dividend: $ET (6.8%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 ET | 0.05% | 6.8% | $1.25 |
 JD.US | 0.05% | 3.33% | $0.74 |
 MC.PA | 0.05% | 2.69% | $13 |
 NKE | 0.05% | 3.76% | $1.45 |
 SPY | 0.03% | 0.98% | - |
 RIO | 0.03% | 3.79% | $4.34 |
 FMX | 0.02% | 2.06% | $1.99 |
 FE | 0.02% | 4.04% | $1.64 |
 PEP | 0.02% | 4.08% | $5.15 |
 UNH | 0.02% | 2.25% | $7.74 |
 CDI.PA | 0.02% | 3.18% | $13 |
 STZ | 0.02% | 2.97% | $3.68 |
 AmitKup | 0.02% | 3.25% | - |
 MSFT | 0.01% | 0.83% | $3 |
 HON | 0.01% | 2.16% | $4.27 |
 UNP | 0.01% | 2.11% | $5.2 |
 CB | 0.01% | 1.26% | $3.49 |
 GOOG | 0.01% | 0.23% | $0.2 |
 KO | 0.01% | 2.7% | $1.89 |
 NIQUE3 | 0% | 0.74% | - |
 ZTS | 0% | 2.63% | $1.67 |
 ChongZheng | 0% | 0.33% | - |
 AA | 0% | 0.52% | $0.4 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
GOOG | Ex-Dividend | Jun 8, 2026 | $0.22 |
 GOOGL (NIQUE3) | Ex-Dividend | Jun 8, 2026 | $0.22 |
 HPQ (ChongZheng) | Ex-Dividend | Jun 10, 2026 | $0.30 |
MSFT | Pay Day | Jun 11, 2026 | $0.91 |
MSFT (NIQUE3) | Pay Day | Jun 11, 2026 | $0.91 |
MSFT (ChongZheng) | Pay Day | Jun 11, 2026 | $0.91 |
CB | Ex-Dividend | Jun 12, 2026 | $1.02 |
GOOG | Pay Day | Jun 15, 2026 | $0.22 |
KO | Ex-Dividend | Jun 15, 2026 | $0.53 |
GOOGL (NIQUE3) | Pay Day | Jun 15, 2026 | $0.22 |
 META (ChongZheng) | Ex-Dividend | Jun 15, 2026 | $0.53 |
 WU (AmitKup) | Ex-Dividend | Jun 16, 2026 | $0.23 |
 PYPL (AmitKup) | Pay Day | Jun 25, 2026 | $0.14 |
META (ChongZheng) | Pay Day | Jun 25, 2026 | $0.53 |
PYPL (ChongZheng) | Pay Day | Jun 25, 2026 | $0.14 |
 QCOM (ChongZheng) | Pay Day | Jun 25, 2026 | $0.92 |
 NVDA (NIQUE3) | Pay Day | Jun 26, 2026 | $0.25 |
NVDA (ChongZheng) | Pay Day | Jun 26, 2026 | $0.25 |
PEP | Pay Day | Jun 30, 2026 | $1.48 |
UNP | Pay Day | Jun 30, 2026 | $1.38 |
WU (AmitKup) | Pay Day | Jun 30, 2026 | $0.23 |
 TTE.PA (NIQUE3) | Ex-Dividend | Jun 30, 2026 | $1.01 |
 ENG.MC (NIQUE3) | Ex-Dividend | Jun 30, 2026 | $0.71 |
KO | Pay Day | Jul 1, 2026 | $0.53 |
NKE | Pay Day | Jul 1, 2026 | $0.41 |
HPQ (ChongZheng) | Pay Day | Jul 1, 2026 | $0.30 |
CB | Pay Day | Jul 2, 2026 | $1.02 |
TTE.PA (NIQUE3) | Pay Day | Jul 2, 2026 | $1.01 |
ENG.MC (NIQUE3) | Pay Day | Jul 2, 2026 | $0.71 |
ZTS | Ex-Dividend | Jul 20, 2026 | $0.53 |
ZTS | Pay Day | Sep 1, 2026 | $0.53 |
Performance Metrics
Score 4.5/10
Beta
0.63
0.63
0
0.8
1.2
0
2
Sharpe Ratio
0.65
0.65
0
0.5
1
1.5
1.5
Sortino Ratio
1.12
1.12
0
1
2
3
3
Jensen's Alpha
-1.8
-1.8
-2
0
2
4.5
4.5
Omega Ratio
0.53
0.53
0
1
1.5
2.5
2.5
Treynor Ratio
0.91
0.91
0
0.75
1.25
2
2
Information Ratio
-0.87
-0.87
-1
0.3
0.6
1
1
Calmar Ratio
1.34
1.34
0
0.3
0.6
2
2
Beta
0.63
0.63
0
0.8
1.2
0
2
Sharpe Ratio
0.65
0.65
0
0.5
1
1.5
1.5
Sortino Ratio
1.12
1.12
0
1
2
3
3
Jensen's Alpha
-1.8
-1.8
-2
0
2
4.5
4.5
Omega Ratio
0.53
0.53
0
1
1.5
2.5
2.5
Treynor Ratio
0.91
0.91
0
0.75
1.25
2
2
Information Ratio
-0.87
-0.87
-1
0.3
0.6
1
1
Calmar Ratio
1.34
1.34
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
27.27
High:
BRBY.L
189.76BRBY.LLow:
YPF
-65.7YPFDetails
PEG Ratio
86.37
High:FMX
448.27FMXLow:STZ
0.68STZDetails
Price/Book
7.67
High:
BA
28.64BALow:
GLOB
0.79GLOBDetails
Price/Sales
5.58
High:GOOG
10.68GOOGLow:JD.US
0.22JD.USDetails
Price/CF
16.82
High:BA
62.68BALow:YPF
3.28YPFDetails
Price/FCF
41.37
High:
VIST
1,621.11VISTLow:GLOB
6.6GLOBDetails
P/E Ratio
27.27
High:BRBY.L
189.76BRBY.LLow:YPF
-65.7YPFDetails
PEG Ratio
86.37
High:FMX
448.27FMXLow:STZ
0.68STZDetails
Price/Book
7.67
High:BA
28.64BALow:GLOB
0.79GLOBDetails
Price/Sales
5.58
High:GOOG
10.68GOOGLow:JD.US
0.22JD.USDetails
Price/CF
16.82
High:BA
62.68BALow:YPF
3.28YPFDetails
Price/FCF
41.37
High:VIST
1,621.11VISTLow:GLOB
6.6GLOBDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-8.49% | Feb 2025 | Jun 2025 | 4 |
-8.35% | Feb 2026 | - | 5 |
-7.21% | Aug 2023 | Dec 2023 | 4 |
-3.5% | Feb 2023 | Jun 2023 | 4 |
-1.35% | Oct 2024 | Nov 2024 | 1 |
-1.21% | Apr 2024 | May 2024 | 1 |
-0.75% | Jan 2024 | Feb 2024 | 1 |
-0.52% | Jun 2024 | Jul 2024 | 1 |
-0.41% | Dec 2024 | Jan 2025 | 1 |
-0.18% | Sep 2025 | Oct 2025 | 1 |