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-3.24%
This Month
+16.59%
Year To Date
+69.74%
2 Years
+77.76%
5 Years
+77.76%
10 Years
+13.12%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading26.88%
- 💻 Electronic Technology25.64%
- 💵 Cash15.34%
- 🖥️ Technology Services8.06%
- 🛠️ Producer Manufacturing5.64%
- 💰 Finance4.29%
- 🚗 Consumer Durables4.13%
- 🍞 Consumer Non Durables3.55%
- 🛍️ Retail Trade3.04%
- 🚚 Transportation3.04%
- 🧪 Process Industries2.03%
- 📡 Communications1.19%
- 💇♀️ Consumer Services1.03%
- ⚡ Utilities0.59%
- 🏭 Industrial Services0.55%
- ⛏️ Energy Minerals0.4%
- 💼 Commercial Services0.25%
- 🧬 Health Technology0.15%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq35.33%
- 🇺🇸 NYSE26.13%
- 🇩🇪 FRA16.13%
- 🇭🇰 Hong Kong Exchanges5.57%
- 🇬🇧 LSE3.89%
- 🇳🇱 Euronext Amsterdam1.64%
- 🇫🇷 Euronext Paris0.98%
- 🇺🇸 OTC Markets Stock Exchange0.75%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States51.04%
- 🇩🇪 Germany16.65%
- 🇨🇳 China4.54%
- 🇭🇰 Hong Kong3.8%
- 🇳🇱 Netherlands3.73%
- 🇰🇷 South Korea2.86%
- 🇹🇼 Taiwan1.94%
- 🇬🇧 United Kingdom1.87%
- 🇯🇵 Japan1.34%
- 🇫🇷 France0.75%
- 🇨🇭 Switzerland0.7%
- 🇨🇦 Canada0.66%
- 🇮🇱 Israel0.53%
Dividends
Dividend Yield
1.03%
61 out of 75 instruments pay dividend.
27 dividend payments in the next 30 days.
Highest Dividend: $ZIM (7.82%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 0992.HK | 0.06% | 1.7% | $0.38 |
 ALV.DE | 0.06% | 4.6% | $13.8 |
 DHL.DE | 0.06% | 3.63% | $1.85 |
 MBG.DE | 0.05% | 7.17% | $5.3 |
 DTG.DE | 0.04% | 4.62% | $1.9 |
 DTE.DE | 0.04% | 3.58% | $0.77 |
 EVK.DE | 0.04% | 6.27% | $1.17 |
 ULVR.L | 0.04% | 4.08% | $1.47 |
 KO | 0.04% | 2.7% | $1.89 |
 BMW.DE | 0.03% | 6.2% | $6 |
 ENGI.PA | 0.03% | 5% | $1.43 |
 MCD | 0.03% | 2.68% | $6.53 |
 SIE.DE | 0.03% | 1.98% | $4.7 |
 AI-Revolution | 0.03% | 0.28% | - |
 IBM | 0.02% | 2.26% | $6.65 |
 ZIM | 0.02% | 7.82% | $0.23 |
 PEP | 0.02% | 4.08% | $5.15 |
 BAS.DE | 0.02% | 4.4% | $3.4 |
 GBF.DE | 0.02% | 3.46% | $1.8 |
 DB | 0.02% | 3.58% | $0.49 |
 CloudComputing | 0.02% | 0.1% | - |
 PG | 0.01% | 3.02% | $3.83 |
 F | 0.01% | 3.92% | $0.78 |
 CNQ | 0.01% | 3.65% | $1.48 |
 QCOM | 0.01% | 1.52% | $3.25 |
 LHA.DE | 0.01% | 3.94% | $0.3 |
 SAP.DE | 0.01% | 1.5% | $2.2 |
 ENR.DE | 0.01% | 0.44% | - |
 CAJPY | 0.01% | 3.04% | $0.8 |
 BLK | 0.01% | 2.16% | $20.2 |
 SMSN.L | 0.01% | 0.4% | $23.68 |
 R | 0.01% | 1.37% | $2.84 |
 LIN | 0.01% | 1.22% | $5.33 |
 BABA | 0.01% | 0.82% | $0.98 |
 TSM | 0.01% | 0.69% | $1.74 |
 CSCO | 0.01% | 1.29% | $1.58 |
 SHA0.DE | 0.01% | 3.05% | $0.45 |
 GM | 0.01% | 0.79% | $0.42 |
 TPR | 0.01% | 1.16% | $1.4 |
 IFX.DE | 0.01% | 0.44% | $0.35 |
 ASML.NV | 0.01% | 0.52% | $6.1 |
 AVGO | 0.01% | 0.62% | $19.7 |
 ORCL | 0.01% | 0.86% | $1.6 |
 0700.HK | 0.01% | 1.16% | $3.4 |
 MSFT | 0.01% | 0.83% | $3 |
 CAT | 0.01% | 0.65% | $5.31 |
 MA | 0% | 0.68% | $2.46 |
 HON | 0% | 2.16% | $4.27 |
 MC.PA | 0% | 2.69% | $13 |
 AMGN | 0% | 2.84% | $8.76 |
 AIR.PA | 0% | 1.79% | $1.8 |
 SONY | 0% | 0.5% | $0.49 |
 V | 0% | 0.81% | $2.01 |
 GRMN | 0% | 0.38% | $3.71 |
 GOOG | 0% | 0.23% | $0.2 |
 META | 0% | 0.34% | $1 |
 WDC | 0% | 0.09% | - |
 NTDOY | 0% | 0.35% | $0.24 |
 AAPL | 0% | 0.34% | $0.97 |
 NVDA | 0% | 0.13% | $0.02 |
 SOLS | 0% | -0.18% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
GOOG | Ex-Dividend | Jun 8, 2026 | $0.22 |
 GOOGL (CloudComputing) | Ex-Dividend | Jun 8, 2026 | $0.22 |
GOOGL (AI-Revolution) | Ex-Dividend | Jun 8, 2026 | $0.22 |
IBM | Pay Day | Jun 10, 2026 | $1.69 |
SOLS | Pay Day | Jun 10, 2026 | -$0.07 |
MSFT | Pay Day | Jun 11, 2026 | $0.91 |
BABA | Ex-Dividend | Jun 11, 2026 | $1.05 |
TSM | Ex-Dividend | Jun 11, 2026 | $0.95 |
MSFT (CloudComputing) | Pay Day | Jun 11, 2026 | $0.91 |
BABA (CloudComputing) | Ex-Dividend | Jun 11, 2026 | $1.05 |
 CRM (CloudComputing) | Ex-Dividend | Jun 11, 2026 | $0.44 |
MSFT (AI-Revolution) | Pay Day | Jun 11, 2026 | $0.91 |
BABA (AI-Revolution) | Ex-Dividend | Jun 11, 2026 | $1.05 |
 AMAT (AI-Revolution) | Pay Day | Jun 11, 2026 | $0.53 |
CRM (AI-Revolution) | Ex-Dividend | Jun 11, 2026 | $0.44 |
TSM (AI-Revolution) | Ex-Dividend | Jun 11, 2026 | $0.95 |
GOOG | Pay Day | Jun 15, 2026 | $0.22 |
META | Ex-Dividend | Jun 15, 2026 | $0.53 |
KO | Ex-Dividend | Jun 15, 2026 | $0.53 |
GRMN | Ex-Dividend | Jun 15, 2026 | $1.05 |
GOOGL (CloudComputing) | Pay Day | Jun 15, 2026 | $0.22 |
META (AI-Revolution) | Ex-Dividend | Jun 15, 2026 | $0.53 |
GOOGL (AI-Revolution) | Pay Day | Jun 15, 2026 | $0.22 |
MCD | Pay Day | Jun 16, 2026 | $1.86 |
WDC | Pay Day | Jun 17, 2026 | $0.15 |
 LRCX (AI-Revolution) | Ex-Dividend | Jun 17, 2026 | $0.26 |
GM | Pay Day | Jun 18, 2026 | $0.18 |
LIN | Pay Day | Jun 18, 2026 | $1.60 |
R | Pay Day | Jun 19, 2026 | $0.91 |
TPR | Pay Day | Jun 22, 2026 | $0.40 |
BLK | Pay Day | Jun 23, 2026 | $5.73 |
META | Pay Day | Jun 25, 2026 | $0.53 |
QCOM | Pay Day | Jun 25, 2026 | $0.92 |
META (AI-Revolution) | Pay Day | Jun 25, 2026 | $0.53 |
NVDA | Pay Day | Jun 26, 2026 | $0.25 |
ULVR.L | Pay Day | Jun 26, 2026 | $0.55 |
GRMN | Pay Day | Jun 26, 2026 | $1.05 |
NVDA (AI-Revolution) | Pay Day | Jun 26, 2026 | $0.25 |
PEP | Pay Day | Jun 30, 2026 | $1.48 |
KO | Pay Day | Jul 1, 2026 | $0.53 |
CRM (CloudComputing) | Pay Day | Jul 2, 2026 | $0.44 |
CRM (AI-Revolution) | Pay Day | Jul 2, 2026 | $0.44 |
CSCO | Ex-Dividend | Jul 6, 2026 | $0.42 |
LRCX (AI-Revolution) | Pay Day | Jul 8, 2026 | $0.26 |
TSM | Pay Day | Jul 9, 2026 | $0.95 |
TSM (AI-Revolution) | Pay Day | Jul 9, 2026 | $0.95 |
BABA | Pay Day | Jul 13, 2026 | $1.05 |
BABA (CloudComputing) | Pay Day | Jul 13, 2026 | $1.05 |
BABA (AI-Revolution) | Pay Day | Jul 13, 2026 | $1.05 |
CSCO | Pay Day | Jul 22, 2026 | $0.42 |
0992.HK | Ex-Dividend | Aug 5, 2026 | $0.04 |
0992.HK | Pay Day | Aug 19, 2026 | $0.04 |
Performance Metrics
Score 4.3/10
Beta
1.09
1.09
0
0.8
1.2
0
2
Sharpe Ratio
0.44
0.44
0
0.5
1
1.5
1.5
Sortino Ratio
0.68
0.68
0
1
2
3
3
Jensen's Alpha
-0.28
-0.28
-2
0
2
4.5
4.5
Omega Ratio
1.04
1.04
0
1
1.5
2.5
2.5
Treynor Ratio
0.65
0.65
0
0.75
1.25
2
2
Information Ratio
0.05
0.05
0
0.3
0.6
1
1
Calmar Ratio
0.32
0.32
0
0.3
0.6
1
1
Beta
1.09
1.09
0
0.8
1.2
0
2
Sharpe Ratio
0.44
0.44
0
0.5
1
1.5
1.5
Sortino Ratio
0.68
0.68
0
1
2
3
3
Jensen's Alpha
-0.28
-0.28
-2
0
2
4.5
4.5
Omega Ratio
1.04
1.04
0
1
1.5
2.5
2.5
Treynor Ratio
0.65
0.65
0
0.75
1.25
2
2
Information Ratio
0.05
0.05
0
0.3
0.6
1
1
Calmar Ratio
0.32
0.32
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
30.95
High:
PANW
229.7PANWLow:
BIDU
-5,810.34BIDUDetails
PEG Ratio
-90.51
High:R
533.44RLow:
CRWD
-5,187.17CRWDDetails
Price/Book
6.71
High:MA
63.6MALow:MCD
-150.65MCDDetails
Price/Sales
5.69
High:
RKLB
106.86RKLBLow:LHA.DE
0.25LHA.DEDetails
Price/CF
17.11
High:ENGI.PA
216.75ENGI.PALow:DB
1.03DBDetails
Price/FCF
43.24
High:BABA
1,196.17BABALow:DB
1.09DBDetails
P/E Ratio
30.95
High:PANW
229.7PANWLow:BIDU
-5,810.34BIDUDetails
PEG Ratio
-90.51
High:R
533.44RLow:CRWD
-5,187.17CRWDDetails
Price/Book
6.71
High:MA
63.6MALow:MCD
-150.65MCDDetails
Price/Sales
5.69
High:RKLB
106.86RKLBLow:LHA.DE
0.25LHA.DEDetails
Price/CF
17.11
High:ENGI.PA
216.75ENGI.PALow:DB
1.03DBDetails
Price/FCF
43.24
High:BABA
1,196.17BABALow:DB
1.09DBDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-30.34% | Jan 2022 | Feb 2024 | 25 |
-8.84% | Nov 2025 | Apr 2026 | 5 |
-5.48% | Mar 2025 | May 2025 | 2 |
-4.01% | Apr 2024 | Jun 2024 | 2 |
-3.24% | Jun 2026 | - | 1 |
-0.87% | Oct 2024 | Nov 2024 | 1 |
-0.2% | Dec 2024 | Jan 2025 | 1 |