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+3.06%
This Month
-0.99%
Year To Date
+36.08%
2 Years
+48.77%
5 Years
+146.33%
10 Years
+14.68%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading52.53%
- 💰 Finance47.14%
- 🍞 Consumer Non Durables0.25%
- 💵 Cash0.08%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE80.88%
- 🇺🇸 Nasdaq7.76%
- 🇫🇷 Euronext Paris2.31%
- 🇬🇧 LSE1.04%
- 🇫🇮 Helsinki Stock Exchange0.67%
- 🇩🇪 FRA0.3%
- 🇨🇭 SIX0.29%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States76.12%
- 🇫🇷 France2.31%
- 🇬🇧 United Kingdom1.04%
- 🇫🇮 Finland0.67%
- 🇩🇪 Germany0.3%
- 🇨🇭 Switzerland0.29%
Dividends
Dividend Yield
1.05%
3 out of 4 instruments pay dividend.
9 dividend payments in the next 30 days.
Highest Dividend: $MC.PA (2.66%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 NESN.ZU (Alderique) | Pay Day | Apr 22, 2026 | $3.96 |
 RMS.PA (Alderique) | Pay Day | Apr 23, 2026 | $14.90 |
 PG (Alderique) | Ex-Dividend | Apr 24, 2026 | $1.09 |
 MKC (Alderique) | Pay Day | Apr 27, 2026 | $0.48 |
 MC.PA | Ex-Dividend | Apr 28, 2026 | $8.60 |
 FAST (Alderique) | Ex-Dividend | Apr 28, 2026 | $0.24 |
MC.PA (Alderique) | Ex-Dividend | Apr 28, 2026 | $8.60 |
 CALM (Alderique) | Ex-Dividend | Apr 29, 2026 | $0.36 |
MC.PA | Pay Day | Apr 30, 2026 | $8.60 |
 HUH1V.HE (Alderique) | Ex-Dividend | Apr 30, 2026 | $0.68 |
MC.PA (Alderique) | Pay Day | Apr 30, 2026 | $8.60 |
 CARR (Alderique) | Ex-Dividend | May 4, 2026 | $0.24 |
 MA (Alderique) | Pay Day | May 8, 2026 | $0.87 |
HUH1V.HE (Alderique) | Pay Day | May 11, 2026 | $0.68 |
CALM (Alderique) | Pay Day | May 14, 2026 | $0.36 |
 KR (Alderique) | Ex-Dividend | May 15, 2026 | $0.35 |
PG (Alderique) | Pay Day | May 15, 2026 | $1.09 |
CARR (Alderique) | Pay Day | May 22, 2026 | $0.24 |
FAST (Alderique) | Pay Day | May 26, 2026 | $0.24 |
KR (Alderique) | Pay Day | Jun 1, 2026 | $0.35 |
 TSN (Alderique) | Ex-Dividend | Jun 1, 2026 | $0.51 |
 ADP (Alderique) | Ex-Dividend | Jun 12, 2026 | $1.70 |
TSN (Alderique) | Pay Day | Jun 15, 2026 | $0.51 |
 DIS (Alderique) | Ex-Dividend | Jun 30, 2026 | $0.75 |
ADP (Alderique) | Pay Day | Jul 1, 2026 | $1.70 |
DIS (Alderique) | Pay Day | Jul 22, 2026 | $0.75 |
Performance Metrics
Score 5.6/10
Beta
0.98
0.98
0
0.8
1.2
0
2
Sharpe Ratio
0.65
0.65
0
0.5
1
1.5
1.5
Sortino Ratio
1.03
1.03
0
1
2
3
3
Jensen's Alpha
1.17
1.17
-2
0
2
4.5
4.5
Omega Ratio
1.1
1.1
0
1
1.5
2.5
2.5
Treynor Ratio
0.98
0.98
0
0.75
1.25
2
2
Information Ratio
0.14
0.14
0
0.3
0.6
1
1
Calmar Ratio
0.47
0.47
0
0.3
0.6
1
1
Beta
0.98
0.98
0
0.8
1.2
0
2
Sharpe Ratio
0.65
0.65
0
0.5
1
1.5
1.5
Sortino Ratio
1.03
1.03
0
1
2
3
3
Jensen's Alpha
1.17
1.17
-2
0
2
4.5
4.5
Omega Ratio
1.1
1.1
0
1
1.5
2.5
2.5
Treynor Ratio
0.98
0.98
0
0.75
1.25
2
2
Information Ratio
0.14
0.14
0
0.3
0.6
1
1
Calmar Ratio
0.47
0.47
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
16.19
High:
BLK
26.69BLKLow:
BRK.B
15.29BRK.BDetails
PEG Ratio
N/A
Details
Price/Book
1.53
High:MC.PA
3.61MC.PALow:BRK.B
1.43BRK.BDetails
Price/Sales
2.98
High:BLK
6.6BLKLow:BRK.B
2.76BRK.BDetails
Price/CF
25.01
High:BLK
42.93BLKLow:MC.PA
16.94MC.PADetails
Price/FCF
48.94
High:BLK
440.38BLKLow:MC.PA
38.41MC.PADetails
P/E Ratio
16.19
High:BLK
26.69BLKLow:BRK.B
15.29BRK.BDetails
PEG Ratio
N/A
Details
Price/Book
1.53
High:MC.PA
3.61MC.PALow:BRK.B
1.43BRK.BDetails
Price/Sales
2.98
High:BLK
6.6BLKLow:BRK.B
2.76BRK.BDetails
Price/CF
25.01
High:BLK
42.93BLKLow:MC.PA
16.94MC.PADetails
Price/FCF
48.94
High:BLK
440.38BLKLow: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 | - | 2 |
-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 |