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+0.49%
This Month
-6.11%
Year To Date
+15.07%
2 Years
-18%
5 Years
-26.57%
10 Years
-5.89%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash56.65%
- 👥 Copy Trading39.65%
- 📈 Indexes0.88%
- 🪙 Cryptocurrencies0.53%
- 💼 Commercial Services0.37%
- ⚡ Utilities0.19%
- 🧬 Health Technology0.16%
- 💰 Finance0.1%
- 🛍️ Retail Trade0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq12.26%
- 🇺🇸 NYSE11.92%
- 🇬🇧 LSE4.41%
- 🌍 Digital Currency1.67%
- 🌍 CFD0.99%
- 🇪🇸 Bolsa De Madrid0.59%
- 🇩🇪 Xetra ETFs0.29%
- 🇩🇪 FRA0.19%
- 🇭🇰 Hong Kong Exchanges0.18%
- LSE AIM Auction0.16%
- 🌍 FX0.15%
- 🇺🇸 Chicago Board Options Exchange0.15%
- 🇳🇱 Euronext Amsterdam0.1%
- 🇨🇭 SIX0.09%
- 🇩🇰 Copenhagen Stock Exchange0.09%
- 🇫🇷 Euronext Paris0.08%
- 🇦🇺 Sydney0%
- 🇮🇹 Borsa Italiana0%
- 🇸🇦 Tadawul0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States11.97%
- 🇬🇧 United Kingdom2.08%
- 🇨🇳 China0.7%
- 🇨🇦 Canada0.6%
- 🇪🇸 Spain0.59%
- 🇹🇼 Taiwan0.33%
- 🇸🇬 Singapore0.27%
- 🇦🇷 Argentina0.2%
- 🇩🇪 Germany0.19%
- 🇮🇱 Israel0.17%
- 🇩🇰 Denmark0.15%
- 🇺🇾 Uruguay0.15%
- 🇳🇱 Netherlands0.15%
- 🇰🇾 Cayman Islands0.14%
- 🇧🇲 Bermuda0.13%
- 🇨🇭 Switzerland0.09%
- 🇮🇪 Ireland0.08%
- 🇫🇷 France0.08%
- 🇱🇺 Luxembourg0.06%
- 🇮🇹 Italy0.05%
- 🇧🇷 Brazil0.02%
- 🇭🇰 Hong Kong0.01%
- 🇵🇦 Panama0.01%
- 🇦🇺 Australia0.01%
- 🇨🇴 Colombia0%
- 🇰🇿 Kazakhstan0%
- 🇳🇴 Norway0%
- 🇸🇦 Saudi Arabia0%
Dividends
Dividend Yield
0.16%
15 out of 22 instruments pay dividend.
25 dividend payments in the next 30 days.
Highest Dividend: $PSG.MC (4.4%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 DividendGrowth | 0.05% | 2.53% | - |
 JordiReina | 0.05% | 1.5% | - |
 PSG.MC | 0.02% | 4.4% | $0.18 |
 ANZOOOXX | 0.01% | 0.48% | - |
 LiamDavies | 0.01% | 0.19% | - |
 StanleyDruck13F | 0.01% | 0.51% | - |
 LucaMeier | 0.01% | 1.63% | - |
 AI-Revolution | 0.01% | 0.2% | - |
 FranciscoOrtiz13 | 0% | 0.92% | - |
 Ivanectus | 0% | 0.07% | - |
 Amch89 | 0% | 0.44% | - |
 Marirs | 0% | 0.02% | - |
 GiuseppeLasorsa | 0% | 0.24% | - |
 chanuka121 | 0% | 0.08% | - |
 SteveRobertson | 0% | 0.07% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 PG (DividendGrowth) | Ex-Dividend | Oct 24, 2025 | $1.06 |
 SYY (DividendGrowth) | Pay Day | Oct 24, 2025 | $0.54 |
 GE (AI-Revolution) | Pay Day | Oct 27, 2025 | $0.36 |
 MKC (DividendGrowth) | Pay Day | Oct 27, 2025 | $0.45 |
 LEN (StanleyDruck13F) | Pay Day | Oct 27, 2025 | $0.50 |
 ASML.NV (FranciscoOrtiz13) | Ex-Dividend | Oct 28, 2025 | $1.86 |
 ENTG (StanleyDruck13F) | Ex-Dividend | Oct 29, 2025 | $0.10 |
 EIX (DividendGrowth) | Pay Day | Oct 31, 2025 | $0.83 |
 TXN (DividendGrowth) | Ex-Dividend | Oct 31, 2025 | $1.42 |
 CASY (DividendGrowth) | Ex-Dividend | Oct 31, 2025 | $0.57 |
 DHR (StanleyDruck13F) | Pay Day | Oct 31, 2025 | $0.32 |
 DELL (JordiReina) | Pay Day | Oct 31, 2025 | $0.52 |
 STAG (JordiReina) | Ex-Dividend | Oct 31, 2025 | $0.12 |
 ADC (JordiReina) | Ex-Dividend | Oct 31, 2025 | $0.26 |
 C (StanleyDruck13F) | Ex-Dividend | Nov 3, 2025 | $0.60 |
 FCX (StanleyDruck13F) | Pay Day | Nov 3, 2025 | $0.15 |
 OKE (JordiReina) | Ex-Dividend | Nov 3, 2025 | $1.03 |
 LOW (DividendGrowth) | Pay Day | Nov 5, 2025 | $1.20 |
ASML.NV (FranciscoOrtiz13) | Pay Day | Nov 6, 2025 | $1.86 |
 DAL (StanleyDruck13F) | Pay Day | Nov 6, 2025 | $0.19 |
 MA (FranciscoOrtiz13) | Pay Day | Nov 7, 2025 | $0.76 |
MA (Amch89) | Pay Day | Nov 7, 2025 | $0.76 |
 AXP (FranciscoOrtiz13) | Pay Day | Nov 10, 2025 | $0.82 |
 APD (DividendGrowth) | Pay Day | Nov 10, 2025 | $1.79 |
 TGT (DividendGrowth) | Ex-Dividend | Nov 12, 2025 | $1.14 |
TXN (DividendGrowth) | Pay Day | Nov 12, 2025 | $1.42 |
 ACN (AI-Revolution) | Pay Day | Nov 14, 2025 | $1.63 |
 CL (DividendGrowth) | Pay Day | Nov 14, 2025 | $0.52 |
 GD (DividendGrowth) | Pay Day | Nov 14, 2025 | $1.50 |
CASY (DividendGrowth) | Pay Day | Nov 14, 2025 | $0.57 |
 GLW (StanleyDruck13F) | Ex-Dividend | Nov 14, 2025 | $0.28 |
OKE (JordiReina) | Pay Day | Nov 14, 2025 | $1.03 |
ADC (JordiReina) | Pay Day | Nov 14, 2025 | $0.26 |
 SBUX (chanuka121) | Ex-Dividend | Nov 14, 2025 | $0.62 |
 EQNR (LucaMeier) | Ex-Dividend | Nov 14, 2025 | $0.37 |
PG (DividendGrowth) | Pay Day | Nov 17, 2025 | $1.06 |
 LHX (DividendGrowth) | Ex-Dividend | Nov 17, 2025 | $1.20 |
STAG (JordiReina) | Pay Day | Nov 17, 2025 | $0.12 |
LHX (LiamDavies) | Ex-Dividend | Nov 17, 2025 | $1.20 |
ENTG (StanleyDruck13F) | Pay Day | Nov 19, 2025 | $0.10 |
 MSFT (FranciscoOrtiz13) | Ex-Dividend | Nov 20, 2025 | $0.91 |
MSFT (Amch89) | Ex-Dividend | Nov 20, 2025 | $0.91 |
MSFT (AI-Revolution) | Ex-Dividend | Nov 20, 2025 | $0.91 |
MSFT (DividendGrowth) | Ex-Dividend | Nov 20, 2025 | $0.91 |
MSFT (StanleyDruck13F) | Ex-Dividend | Nov 20, 2025 | $0.91 |
 WWD (StanleyDruck13F) | Ex-Dividend | Nov 20, 2025 | $0.28 |
MSFT (GiuseppeLasorsa) | Ex-Dividend | Nov 20, 2025 | $0.91 |
 SPGI (FranciscoOrtiz13) | Ex-Dividend | Nov 25, 2025 | $0.96 |
SPGI (Amch89) | Ex-Dividend | Nov 25, 2025 | $0.96 |
 JNJ (DividendGrowth) | Ex-Dividend | Nov 25, 2025 | $1.30 |
SPGI (DividendGrowth) | Ex-Dividend | Nov 25, 2025 | $0.96 |
C (StanleyDruck13F) | Pay Day | Nov 26, 2025 | $0.60 |
EQNR (LucaMeier) | Pay Day | Nov 26, 2025 | $0.37 |
SBUX (chanuka121) | Pay Day | Nov 28, 2025 | $0.62 |
 LMT (DividendGrowth) | Ex-Dividend | Dec 1, 2025 | $3.45 |
TGT (DividendGrowth) | Pay Day | Dec 1, 2025 | $1.14 |
 TSN (JordiReina) | Ex-Dividend | Dec 1, 2025 | $0.50 |
LMT (chanuka121) | Ex-Dividend | Dec 1, 2025 | $3.45 |
 AEM (LucaMeier) | Ex-Dividend | Dec 1, 2025 | $0.40 |
 MC.PA (FranciscoOrtiz13) | Ex-Dividend | Dec 2, 2025 | $6.47 |
MC.PA (Amch89) | Ex-Dividend | Dec 2, 2025 | $6.47 |
 CDI.PA (Amch89) | Ex-Dividend | Dec 2, 2025 | $7.07 |
 GS (StanleyDruck13F) | Ex-Dividend | Dec 2, 2025 | $4.00 |
MC.PA (FranciscoOrtiz13) | Pay Day | Dec 4, 2025 | $6.47 |
MC.PA (Amch89) | Pay Day | Dec 4, 2025 | $6.47 |
CDI.PA (Amch89) | Pay Day | Dec 4, 2025 | $7.07 |
WWD (StanleyDruck13F) | Pay Day | Dec 4, 2025 | $0.28 |
 CRS (StanleyDruck13F) | Pay Day | Dec 4, 2025 | $0.20 |
LHX (DividendGrowth) | Pay Day | Dec 5, 2025 | $1.20 |
LHX (LiamDavies) | Pay Day | Dec 5, 2025 | $1.20 |
JNJ (DividendGrowth) | Pay Day | Dec 9, 2025 | $1.30 |
SPGI (FranciscoOrtiz13) | Pay Day | Dec 10, 2025 | $0.96 |
SPGI (Amch89) | Pay Day | Dec 10, 2025 | $0.96 |
SPGI (DividendGrowth) | Pay Day | Dec 10, 2025 | $0.96 |
MSFT (FranciscoOrtiz13) | Pay Day | Dec 11, 2025 | $0.91 |
 TSM (FranciscoOrtiz13) | Ex-Dividend | Dec 11, 2025 | $0.84 |
MSFT (Amch89) | Pay Day | Dec 11, 2025 | $0.91 |
MSFT (AI-Revolution) | Pay Day | Dec 11, 2025 | $0.91 |
TSM (AI-Revolution) | Ex-Dividend | Dec 11, 2025 | $0.84 |
MSFT (DividendGrowth) | Pay Day | Dec 11, 2025 | $0.91 |
MSFT (StanleyDruck13F) | Pay Day | Dec 11, 2025 | $0.91 |
TSM (StanleyDruck13F) | Ex-Dividend | Dec 11, 2025 | $0.84 |
TSM (JordiReina) | Ex-Dividend | Dec 11, 2025 | $0.84 |
MSFT (GiuseppeLasorsa) | Pay Day | Dec 11, 2025 | $0.91 |
GLW (StanleyDruck13F) | Pay Day | Dec 12, 2025 | $0.28 |
TSN (JordiReina) | Pay Day | Dec 15, 2025 | $0.50 |
AEM (LucaMeier) | Pay Day | Dec 15, 2025 | $0.40 |
 COMT (VIXGold) | Pay Day | Dec 20, 2025 | $0.00 |
 UUP (VIXGold) | Pay Day | Dec 27, 2025 | $0.00 |
LMT (DividendGrowth) | Pay Day | Dec 30, 2025 | $3.45 |
GS (StanleyDruck13F) | Pay Day | Dec 30, 2025 | $4.00 |
LMT (chanuka121) | Pay Day | Dec 30, 2025 | $3.45 |
 ASHR (LucaMeier) | Pay Day | Dec 30, 2025 | $0.00 |
 TTE.PA (LucaMeier) | Ex-Dividend | Dec 31, 2025 | $1.00 |
TTE.PA (LucaMeier) | Pay Day | Jan 5, 2026 | $1.00 |
TSM (FranciscoOrtiz13) | Pay Day | Jan 8, 2026 | $0.84 |
TSM (AI-Revolution) | Pay Day | Jan 8, 2026 | $0.84 |
TSM (StanleyDruck13F) | Pay Day | Jan 8, 2026 | $0.84 |
TSM (JordiReina) | Pay Day | Jan 8, 2026 | $0.84 |
Performance Metrics
Score 2.5/10
Beta
0.99
0.99
0
0.8
1.2
0
2
Sharpe Ratio
-0.09
-0.09
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.13
-0.13
-1
1
2
3
3
Jensen's Alpha
-13.42
-13.42
-14
0
2
4.5
4.5
Omega Ratio
0.68
0.68
0
1
1.5
2.5
2.5
Treynor Ratio
-0.27
-0.27
-1
0.75
1.25
2
2
Information Ratio
-0.48
-0.48
-1
0.3
0.6
1
1
Calmar Ratio
-0.1
-0.1
-1
0.3
0.6
1
1
Beta
0.99
0.99
0
0.8
1.2
0
2
Sharpe Ratio
-0.09
-0.09
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.13
-0.13
-1
1
2
3
3
Jensen's Alpha
-13.42
-13.42
-14
0
2
4.5
4.5
Omega Ratio
0.68
0.68
0
1
1.5
2.5
2.5
Treynor Ratio
-0.27
-0.27
-1
0.75
1.25
2
2
Information Ratio
-0.48
-0.48
-1
0.3
0.6
1
1
Calmar Ratio
-0.1
-0.1
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
11.32
High:
PSG.MC
14.95PSG.MCLow:
POLB.L
-5.85POLB.LDetails
PEG Ratio
1.25
High:PSG.MC
18.37PSG.MCLow:POLB.L
-57.33POLB.LDetails
Price/Book
1.33
High:PSG.MC
2.27PSG.MCLow:
BIGGQ
-0BIGGQDetails
Price/Sales
0.51
High:
PAM
1.7PAMLow:POLB.L
-POLB.LDetails
Price/CF
6.14
High:PAM
12.74PAMLow:BIGGQ
1.98BIGGQDetails
Price/FCF
10.49
High:PAM
12.69PAMLow:PSG.MC
9.06PSG.MCDetails
P/E Ratio
11.32
High:PSG.MC
14.95PSG.MCLow:POLB.L
-5.85POLB.LDetails
PEG Ratio
1.25
High:PSG.MC
18.37PSG.MCLow:POLB.L
-57.33POLB.LDetails
Price/Book
1.33
High:PSG.MC
2.27PSG.MCLow:BIGGQ
-0BIGGQDetails
Price/Sales
0.51
High:PAM
1.7PAMLow:POLB.L
-POLB.LDetails
Price/CF
6.14
High:PAM
12.74PAMLow:BIGGQ
1.98BIGGQDetails
Price/FCF
10.49
High:PAM
12.69PAMLow:PSG.MC
9.06PSG.MCDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-57.93% | Apr 2021 | - | 55 |
-14.35% | Dec 2020 | Mar 2021 | 3 |
-8.04% | Oct 2020 | Nov 2020 | 1 |