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-4.23%
This Month
+7.68%
Year To Date
+23.52%
2 Years
+30.81%
5 Years
+30.81%
10 Years
+6.04%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading94.09%
- 🧪 Process Industries3.67%
- 💼 Commercial Services2.21%
- 💵 Cash0.02%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq38.19%
- 🇺🇸 NYSE31.56%
- 🇬🇧 LSE9.51%
- 🇫🇷 Euronext Paris5.95%
- 🇩🇪 Xetra ETFs2.39%
- 🇩🇪 FRA1.34%
- 🇭🇰 Hong Kong Exchanges0.88%
- 🇪🇸 Bolsa De Madrid0.62%
- 🇳🇱 Euronext Amsterdam0.37%
- 🌍 Digital Currency0.27%
- 🇦🇺 Sydney0.24%
- 🇸🇪 Stockholm Stock Exchange0.21%
- 🇮🇹 Borsa Italiana0.19%
- Tokyo Stock Exchange0.15%
- 🇳🇴 Oslo Stock Exchange0.12%
- 🇨🇭 SIX0.08%
- 🌍 FX0.06%
- 🇺🇸 OTC Markets Stock Exchange0.05%
- 🇺🇸 Chicago Board Options Exchange0.03%
- 🇩🇰 Copenhagen Stock Exchange0.02%
- 🌍 Commodity0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States53.14%
- 🇬🇧 United Kingdom8.34%
- 🇨🇦 Canada6.22%
- 🇫🇷 France5.47%
- 🇹🇼 Taiwan1.49%
- 🇮🇱 Israel1.42%
- 🇩🇪 Germany1.34%
- 🇯🇵 Japan1.07%
- 🇨🇳 China0.99%
- 🇮🇹 Italy0.65%
- 🇪🇸 Spain0.62%
- 🇸🇪 Sweden0.62%
- 🇳🇱 Netherlands0.51%
- 🇦🇪 United Arab Emirates0.39%
- 🇧🇷 Brazil0.28%
- 🇦🇺 Australia0.24%
- 🇨🇭 Switzerland0.24%
- 🇱🇺 Luxembourg0.24%
- 🇳🇴 Norway0.12%
- 🇮🇪 Ireland0.1%
- 🇰🇾 Cayman Islands0.08%
- 🇩🇰 Denmark0.02%
- 🇺🇾 Uruguay0.02%
Dividends
Dividend Yield
0.83%
9 out of 10 instruments pay dividend.
28 dividend payments in the next 30 days.
Highest Dividend: $AI.PA (1.96%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 Ctalbot44 | 0.22% | 0.92% | - |
 VeronikaKlauzova | 0.21% | 1.18% | - |
 Space-Investor | 0.13% | 0.99% | - |
 AI.PA | 0.07% | 1.96% | $2.91 |
 GoldWorldWide | 0.07% | 1.01% | - |
 Agne05 | 0.07% | 0.58% | - |
 LoicInv | 0.04% | 0.62% | - |
 TrendingStocks | 0.02% | 0.2% | - |
 PierreN2023 | 0.01% | 0.11% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 TROW (VeronikaKlauzova) | Pay Day | Jun 29, 2026 | $1.30 |
 DIS (VeronikaKlauzova) | Ex-Dividend | Jun 30, 2026 | $0.75 |
 SPG (VeronikaKlauzova) | Pay Day | Jun 30, 2026 | $2.25 |
 1818.HK (GoldWorldWide) | Pay Day | Jun 30, 2026 | $0.01 |
 LDOS (Space-Investor) | Pay Day | Jun 30, 2026 | $0.43 |
 IRDM (Space-Investor) | Pay Day | Jun 30, 2026 | $0.15 |
DIS (Ctalbot44) | Ex-Dividend | Jun 30, 2026 | $0.75 |
 NKE (VeronikaKlauzova) | Pay Day | Jul 1, 2026 | $0.41 |
 CMCSA (VeronikaKlauzova) | Ex-Dividend | Jul 1, 2026 | $0.33 |
NKE (TrendingStocks) | Pay Day | Jul 1, 2026 | $0.41 |
 ALL (TrendingStocks) | Pay Day | Jul 1, 2026 | $1.08 |
 KO (Ctalbot44) | Pay Day | Jul 1, 2026 | $0.53 |
 LUV (VeronikaKlauzova) | Pay Day | Jul 2, 2026 | $0.18 |
 RGLD (GoldWorldWide) | Ex-Dividend | Jul 2, 2026 | $0.47 |
 JPM (Agne05) | Ex-Dividend | Jul 6, 2026 | $1.50 |
 9988.HK (Agne05) | Pay Day | Jul 6, 2026 | $0.13 |
 IDR.MC (Space-Investor) | Ex-Dividend | Jul 7, 2026 | $0.35 |
 MRK (VeronikaKlauzova) | Pay Day | Jul 8, 2026 | $0.85 |
 TIGO (TrendingStocks) | Ex-Dividend | Jul 8, 2026 | $0.75 |
 LRCX (PierreN2023) | Pay Day | Jul 8, 2026 | $0.26 |
 TSM (Agne05) | Pay Day | Jul 9, 2026 | $0.95 |
IDR.MC (Space-Investor) | Pay Day | Jul 9, 2026 | $0.35 |
 INTU (PierreN2023) | Ex-Dividend | Jul 9, 2026 | $1.20 |
 MO (VeronikaKlauzova) | Pay Day | Jul 10, 2026 | $1.06 |
 SAIC (Space-Investor) | Ex-Dividend | Jul 10, 2026 | $0.37 |
 BABA (VeronikaKlauzova) | Pay Day | Jul 13, 2026 | $1.05 |
 GEV (VeronikaKlauzova) | Pay Day | Jul 14, 2026 | $0.50 |
GEV (Ctalbot44) | Pay Day | Jul 14, 2026 | $0.50 |
 ECL (VeronikaKlauzova) | Pay Day | Jul 15, 2026 | $0.73 |
TIGO (TrendingStocks) | Pay Day | Jul 15, 2026 | $0.75 |
 KBR (Space-Investor) | Pay Day | Jul 15, 2026 | $0.17 |
RGLD (GoldWorldWide) | Pay Day | Jul 16, 2026 | $0.47 |
INTU (PierreN2023) | Pay Day | Jul 17, 2026 | $1.20 |
DIS (VeronikaKlauzova) | Pay Day | Jul 22, 2026 | $0.75 |
CMCSA (VeronikaKlauzova) | Pay Day | Jul 22, 2026 | $0.33 |
DIS (Ctalbot44) | Pay Day | Jul 22, 2026 | $0.75 |
 QQ.L (Space-Investor) | Ex-Dividend | Jul 23, 2026 | $0.11 |
SAIC (Space-Investor) | Pay Day | Jul 24, 2026 | $0.37 |
 NEXA (TrendingStocks) | Ex-Dividend | Jul 28, 2026 | $0.13 |
 VOD.L (Space-Investor) | Pay Day | Jul 30, 2026 | $0.03 |
JPM (Agne05) | Pay Day | Jul 31, 2026 | $1.50 |
 00285.HK (Ctalbot44) | Pay Day | Jul 31, 2026 | $0.02 |
NEXA (TrendingStocks) | Pay Day | Aug 11, 2026 | $0.13 |
QQ.L (Space-Investor) | Pay Day | Aug 20, 2026 | $0.11 |
Performance Metrics
Score 3.3/10
Beta
0.61
0.61
0
0.8
1.2
0
2
Sharpe Ratio
0.23
0.23
0
0.5
1
1.5
1.5
Sortino Ratio
0.35
0.35
0
1
2
3
3
Jensen's Alpha
-2.05
-2.05
-3
0
2
4.5
4.5
Omega Ratio
0.7
0.7
0
1
1.5
2.5
2.5
Treynor Ratio
0.42
0.42
0
0.75
1.25
2
2
Information Ratio
-0.49
-0.49
-1
0.3
0.6
1
1
Calmar Ratio
0.27
0.27
0
0.3
0.6
1
1
Beta
0.61
0.61
0
0.8
1.2
0
2
Sharpe Ratio
0.23
0.23
0
0.5
1
1.5
1.5
Sortino Ratio
0.35
0.35
0
1
2
3
3
Jensen's Alpha
-2.05
-2.05
-3
0
2
4.5
4.5
Omega Ratio
0.7
0.7
0
1
1.5
2.5
2.5
Treynor Ratio
0.42
0.42
0
0.75
1.25
2
2
Information Ratio
-0.49
-0.49
-1
0.3
0.6
1
1
Calmar Ratio
0.27
0.27
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
30.29
High:AI.PA
30.91AI.PALow:
WISE.L
22.03WISE.LDetails
PEG Ratio
488.12
High:AI.PA
488.12AI.PALow:AI.PA
488.12AI.PADetails
Price/Book
4.22
High:WISE.L
5.8WISE.LLow:AI.PA
4.16AI.PADetails
Price/Sales
4.07
High:WISE.L
4.6WISE.LLow:AI.PA
4.05AI.PADetails
Price/CF
14.7
High:WISE.L
17.48WISE.LLow:AI.PA
14.58AI.PADetails
Price/FCF
118.63
High:AI.PA
166.54AI.PALow:WISE.L
18.48WISE.LDetails
P/E Ratio
30.29
High:AI.PA
30.91AI.PALow:WISE.L
22.03WISE.LDetails
PEG Ratio
488.12
High:AI.PA
488.12AI.PALow:AI.PA
488.12AI.PADetails
Price/Book
4.22
High:WISE.L
5.8WISE.LLow:AI.PA
4.16AI.PADetails
Price/Sales
4.07
High:WISE.L
4.6WISE.LLow:AI.PA
4.05AI.PADetails
Price/CF
14.7
High:WISE.L
17.48WISE.LLow:AI.PA
14.58AI.PADetails
Price/FCF
118.63
High:AI.PA
166.54AI.PALow:WISE.L
18.48WISE.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-23.1% | Apr 2022 | May 2025 | 37 |
-6.74% | Feb 2026 | Apr 2026 | 2 |
-4.23% | Jun 2026 | - | 1 |
-3.34% | Feb 2022 | Mar 2022 | 1 |
-1.15% | Nov 2025 | Jan 2026 | 2 |