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+3.8%
This Month
-2.58%
Year To Date
+66.96%
2 Years
+363.27%
5 Years
+235.85%
10 Years
+25.06%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services25.49%
- 👥 Copy Trading24.11%
- 📊 ETFs9.82%
- 💰 Finance7.71%
- ⚡ Utilities6.3%
- ⛏️ Energy Minerals5.2%
- 💻 Electronic Technology4.98%
- 🍞 Consumer Non Durables4.73%
- 📡 Communications3.47%
- 💵 Cash3.46%
- 🧩 Miscellaneous2.71%
- 🧬 Health Technology2.06%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE45.06%
- 🇺🇸 Nasdaq24.14%
- 🇫🇷 Euronext Paris7.74%
- 🇩🇪 Xetra ETFs6.51%
- 🇬🇧 LSE4.42%
- 🇭🇰 Hong Kong Exchanges2.65%
- 🇮🇹 Borsa Italiana2%
- 🇩🇪 FRA1.93%
- 🇪🇸 Bolsa De Madrid0.69%
- 🇳🇱 Euronext Amsterdam0.52%
- 🇸🇪 Stockholm Stock Exchange0.36%
- 🇳🇴 Oslo Stock Exchange0.34%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States60.49%
- 🇫🇷 France7.45%
- 🇨🇳 China2.65%
- 🇮🇹 Italy2%
- 🇬🇧 United Kingdom2%
- 🇩🇪 Germany1.93%
- 🇯🇵 Japan1.1%
- 🇨🇦 Canada0.83%
- 🇪🇸 Spain0.69%
- 🇳🇱 Netherlands0.54%
- 🇸🇪 Sweden0.36%
- 🇳🇴 Norway0.34%
- 🇹🇼 Taiwan0.32%
- 🇨🇾 Cyprus0.28%
- 🇮🇳 India0.18%
Dividends
Dividend Yield
1.67%
13 out of 19 instruments pay dividend.
18 dividend payments in the next 30 days.
Highest Dividend: $PFE (6.24%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 TheBigBanks | 0.35% | 3.19% | - |
 EIX | 0.31% | 4.87% | $3.04 |
 VZ | 0.21% | 5.94% | $2.66 |
 CVX | 0.2% | 3.77% | $6.28 |
 BN.PA | 0.16% | 3.31% | $2.1 |
 PFE | 0.13% | 6.24% | $1.66 |
 MSFT | 0.11% | 0.85% | $3 |
 EuropeDefense | 0.08% | 0.98% | - |
 MA | 0.05% | 0.63% | $2.46 |
 kandreyovics | 0.04% | 0.84% | - |
 CSCO | 0.04% | 1.88% | $1.58 |
 GOOG | 0.01% | 0.25% | $0.2 |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 BNS (TheBigBanks) | Pay Day | Apr 28, 2026 | $0.80 |
EIX | Pay Day | Apr 30, 2026 | $0.88 |
 O (kandreyovics) | Ex-Dividend | Apr 30, 2026 | $0.27 |
 JPM (TheBigBanks) | Pay Day | Apr 30, 2026 | $1.50 |
 MS (TheBigBanks) | Ex-Dividend | Apr 30, 2026 | $1.00 |
 TD (TheBigBanks) | Pay Day | Apr 30, 2026 | $0.79 |
 SAN.MC (TheBigBanks) | Ex-Dividend | Apr 30, 2026 | $0.14 |
VZ | Pay Day | May 1, 2026 | $0.71 |
BN.PA | Ex-Dividend | May 4, 2026 | $2.25 |
 C (TheBigBanks) | Ex-Dividend | May 4, 2026 | $0.60 |
 PNC (TheBigBanks) | Pay Day | May 5, 2026 | $1.70 |
SAN.MC (TheBigBanks) | Pay Day | May 5, 2026 | $0.14 |
 MRO.L (EuropeDefense) | Pay Day | May 5, 2026 | $0.07 |
BN.PA | Pay Day | May 6, 2026 | $2.25 |
MA | Pay Day | May 8, 2026 | $0.87 |
 SRP.L (EuropeDefense) | Pay Day | May 8, 2026 | $0.04 |
O (kandreyovics) | Pay Day | May 15, 2026 | $0.27 |
MS (TheBigBanks) | Pay Day | May 15, 2026 | $1.00 |
 BNP.PA (TheBigBanks) | Ex-Dividend | May 18, 2026 | $3.06 |
 ISP.MI (TheBigBanks) | Ex-Dividend | May 18, 2026 | $2.25 |
 HO.PA (EuropeDefense) | Ex-Dividend | May 18, 2026 | $3.43 |
BNP.PA (TheBigBanks) | Pay Day | May 20, 2026 | $3.06 |
ISP.MI (TheBigBanks) | Pay Day | May 20, 2026 | $2.25 |
HO.PA (EuropeDefense) | Pay Day | May 20, 2026 | $3.43 |
MSFT | Ex-Dividend | May 21, 2026 | $0.91 |
C (TheBigBanks) | Pay Day | May 22, 2026 | $0.60 |
 RY (TheBigBanks) | Pay Day | May 22, 2026 | $1.20 |
 GLE.PA (TheBigBanks) | Ex-Dividend | Jun 1, 2026 | $1.19 |
 GS (TheBigBanks) | Ex-Dividend | Jun 1, 2026 | $4.50 |
 CAP.PA (EuropeDefense) | Ex-Dividend | Jun 2, 2026 | $4.03 |
GLE.PA (TheBigBanks) | Pay Day | Jun 3, 2026 | $1.19 |
 RR.L (EuropeDefense) | Pay Day | Jun 3, 2026 | $0.07 |
CAP.PA (EuropeDefense) | Pay Day | Jun 4, 2026 | $4.03 |
 BA.L (EuropeDefense) | Pay Day | Jun 4, 2026 | $0.31 |
MSFT | Pay Day | Jun 11, 2026 | $0.91 |
 TSM (kandreyovics) | Ex-Dividend | Jun 11, 2026 | $0.95 |
 R3NK.DE (EuropeDefense) | Ex-Dividend | Jun 11, 2026 | $0.67 |
R3NK.DE (EuropeDefense) | Pay Day | Jun 15, 2026 | $0.67 |
 LDO.MI (EuropeDefense) | Ex-Dividend | Jun 22, 2026 | $0.73 |
LDO.MI (EuropeDefense) | Pay Day | Jun 24, 2026 | $0.73 |
GS (TheBigBanks) | Pay Day | Jun 29, 2026 | $4.50 |
 IDR.MC (EuropeDefense) | Ex-Dividend | Jul 7, 2026 | $0.35 |
 3328.HK (TheBigBanks) | Ex-Dividend | Jul 8, 2026 | $0.02 |
TSM (kandreyovics) | Pay Day | Jul 9, 2026 | $0.95 |
 0939.HK (TheBigBanks) | Ex-Dividend | Jul 9, 2026 | $0.03 |
IDR.MC (EuropeDefense) | Pay Day | Jul 9, 2026 | $0.35 |
3328.HK (TheBigBanks) | Pay Day | Aug 14, 2026 | $0.02 |
0939.HK (TheBigBanks) | Pay Day | Aug 21, 2026 | $0.03 |
Performance Metrics
Score 6.8/10
Beta
1.4
1.4
0
0.8
1.2
0
2
Sharpe Ratio
0.69
0.69
0
0.5
1
1.5
1.5
Sortino Ratio
1.44
1.44
0
1
2
3
3
Jensen's Alpha
12.33
12.33
-2
0
2
13
13
Omega Ratio
1.7
1.7
0
1
1.5
2.5
2.5
Treynor Ratio
1.49
1.49
0
0.75
1.25
2
2
Information Ratio
0.51
0.51
0
0.3
0.6
1
1
Calmar Ratio
0.45
0.45
0
0.3
0.6
1
1
Beta
1.4
1.4
0
0.8
1.2
0
2
Sharpe Ratio
0.69
0.69
0
0.5
1
1.5
1.5
Sortino Ratio
1.44
1.44
0
1
2
3
3
Jensen's Alpha
12.33
12.33
-2
0
2
13
13
Omega Ratio
1.7
1.7
0
1
1.5
2.5
2.5
Treynor Ratio
1.49
1.49
0
0.75
1.25
2
2
Information Ratio
0.51
0.51
0
0.3
0.6
1
1
Calmar Ratio
0.45
0.45
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
29.23
High:NVDA
41.22NVDALow:
SNOW
-36.43SNOWDetails
PEG Ratio
91.24
High:MA
166.69MALow:EIX
2.46EIXDetails
Price/Book
8.77
High:MA
60.24MALow:EIX
1.59EIXDetails
Price/Sales
9.42
High:NVDA
22.86NVDALow:EIX
1.41EIXDetails
Price/CF
23.17
High:SNOW
53.98SNOWLow:EIX
3.98EIXDetails
Price/FCF
60.46
High:PFE
202.63PFELow:VZ
19.96VZDetails
P/E Ratio
29.23
High:NVDA
41.22NVDALow:SNOW
-36.43SNOWDetails
PEG Ratio
91.24
High:MA
166.69MALow:EIX
2.46EIXDetails
Price/Book
8.77
High:MA
60.24MALow:EIX
1.59EIXDetails
Price/Sales
9.42
High:NVDA
22.86NVDALow:EIX
1.41EIXDetails
Price/CF
23.17
High:SNOW
53.98SNOWLow:EIX
3.98EIXDetails
Price/FCF
60.46
High:PFE
202.63PFELow:VZ
19.96VZDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-54.37% | Jan 2021 | Jan 2024 | 36 |
-7.03% | Dec 2024 | May 2025 | 5 |
-6.83% | Nov 2025 | - | 6 |
-4.99% | Apr 2024 | May 2024 | 1 |
-0.36% | Oct 2024 | Nov 2024 | 1 |