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-0.6%
This Month
-1.75%
Year To Date
+27.89%
2 Years
+43.33%
5 Years
+144.44%
10 Years
+14.16%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading53.09%
- 💰 Finance46.67%
- 🍞 Consumer Non Durables0.24%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE80.24%
- 🇺🇸 Nasdaq7.79%
- 🇫🇷 Euronext Paris2.18%
- 🇬🇧 LSE1.02%
- 🇫🇮 Helsinki Stock Exchange0.64%
- 🇨🇭 SIX0.3%
- 🇩🇪 FRA0.28%
- 🇺🇸 OTC Markets Stock Exchange0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States75.98%
- 🇫🇷 France2.18%
- 🇬🇧 United Kingdom1.02%
- 🇫🇮 Finland0.64%
- 🇨🇭 Switzerland0.3%
- 🇩🇪 Germany0.28%
Dividends
Dividend Yield
1.09%
3 out of 4 instruments pay dividend.
15 dividend payments in the next 30 days.
Highest Dividend: $MC.PA (2.69%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 PFE (Alderique) | Pay Day | Jun 12, 2026 | $0.43 |
 ADP (Alderique) | Ex-Dividend | Jun 12, 2026 | $1.70 |
 BR (Alderique) | Ex-Dividend | Jun 12, 2026 | $0.97 |
 META (Alderique) | Ex-Dividend | Jun 15, 2026 | $0.53 |
 KO (Alderique) | Ex-Dividend | Jun 15, 2026 | $0.53 |
 TSN (Alderique) | Pay Day | Jun 15, 2026 | $0.51 |
 TROW (Alderique) | Ex-Dividend | Jun 15, 2026 | $1.30 |
 MCD (Alderique) | Pay Day | Jun 16, 2026 | $1.86 |
 WM (Alderique) | Pay Day | Jun 18, 2026 | $0.94 |
 BLK | Pay Day | Jun 23, 2026 | $5.73 |
BLK (Alderique) | Pay Day | Jun 23, 2026 | $5.73 |
META (Alderique) | Pay Day | Jun 25, 2026 | $0.53 |
 ULVR.L (Alderique) | Pay Day | Jun 26, 2026 | $0.55 |
TROW (Alderique) | Pay Day | Jun 29, 2026 | $1.30 |
 DIS (Alderique) | Ex-Dividend | Jun 30, 2026 | $0.75 |
 PEP (Alderique) | Pay Day | Jun 30, 2026 | $1.48 |
KO (Alderique) | Pay Day | Jul 1, 2026 | $0.53 |
 NKE (Alderique) | Pay Day | Jul 1, 2026 | $0.41 |
ADP (Alderique) | Pay Day | Jul 1, 2026 | $1.70 |
 RCL (Alderique) | Pay Day | Jul 2, 2026 | $1.50 |
BR (Alderique) | Pay Day | Jul 2, 2026 | $0.97 |
DIS (Alderique) | Pay Day | Jul 22, 2026 | $0.75 |
 HUH1V.HE (Alderique) | Ex-Dividend | Sep 30, 2026 | $0.68 |
HUH1V.HE (Alderique) | Pay Day | Oct 8, 2026 | $0.68 |
Performance Metrics
Score 5.2/10
Beta
0.95
0.95
0
0.8
1.2
0
2
Sharpe Ratio
0.66
0.66
0
0.5
1
1.5
1.5
Sortino Ratio
1.05
1.05
0
1
2
3
3
Jensen's Alpha
0.51
0.51
-2
0
2
4.5
4.5
Omega Ratio
0.99
0.99
0
1
1.5
2.5
2.5
Treynor Ratio
1.04
1.04
0
0.75
1.25
2
2
Information Ratio
-0.01
-0.01
-1
0.3
0.6
1
1
Calmar Ratio
0.48
0.48
0
0.3
0.6
1
1
Beta
0.95
0.95
0
0.8
1.2
0
2
Sharpe Ratio
0.66
0.66
0
0.5
1
1.5
1.5
Sortino Ratio
1.05
1.05
0
1
2
3
3
Jensen's Alpha
0.51
0.51
-2
0
2
4.5
4.5
Omega Ratio
0.99
0.99
0
1
1.5
2.5
2.5
Treynor Ratio
1.04
1.04
0
0.75
1.25
2
2
Information Ratio
-0.01
-0.01
-1
0.3
0.6
1
1
Calmar Ratio
0.48
0.48
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
15.1
High:BLK
26.38BLKLow:
BRK.B
14.25BRK.BDetails
PEG Ratio
N/A
Details
Price/Book
1.52
High:
MC.PA
3.49MC.PALow:BRK.B
1.42BRK.BDetails
Price/Sales
2.95
High:BLK
6.42BLKLow:BRK.B
2.75BRK.BDetails
Price/CF
23.86
High:BLK
38.12BLKLow:MC.PA
16.94MC.PADetails
Price/FCF
48.72
High:BLK
570.8BLKLow:MC.PA
38.41MC.PADetails
P/E Ratio
15.1
High:BLK
26.38BLKLow:BRK.B
14.25BRK.BDetails
PEG Ratio
N/A
Details
Price/Book
1.52
High:MC.PA
3.49MC.PALow:BRK.B
1.42BRK.BDetails
Price/Sales
2.95
High:BLK
6.42BLKLow:BRK.B
2.75BRK.BDetails
Price/CF
23.86
High:BLK
38.12BLKLow:MC.PA
16.94MC.PADetails
Price/FCF
48.72
High:BLK
570.8BLKLow:MC.PA
38.41MC.PADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-28.75% | Jan 2022 | Feb 2024 | 25 |
-17.2% | Jan 2020 | Jul 2020 | 6 |
-7.14% | Sep 2021 | Oct 2021 | 1 |
-6.38% | Mar 2026 | - | 4 |
-6.31% | Sep 2020 | Nov 2020 | 2 |
-5.39% | Apr 2024 | Jul 2024 | 3 |
-2.99% | Mar 2025 | Jun 2025 | 3 |
-2.88% | Jan 2021 | Mar 2021 | 2 |
-2.79% | Nov 2021 | Dec 2021 | 1 |
-2.68% | Oct 2025 | Jan 2026 | 3 |
-2.46% | Dec 2024 | Jan 2025 | 1 |
-1.55% | Aug 2019 | Oct 2019 | 2 |
-1.28% | Jul 2021 | Aug 2021 | 1 |
-0.03% | Oct 2024 | Nov 2024 | 1 |