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+2.81%
This Month
+6.63%
Year To Date
+21.6%
2 Years
+106.32%
5 Years
+112.03%
10 Years
+15.93%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading53.4%
- 🧬 Health Technology15.46%
- 💻 Electronic Technology14.74%
- 🛍️ Retail Trade12.43%
- 🧪 Process Industries3.32%
- 💵 Cash0.53%
- ❓ Other0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq48.54%
- 🇬🇧 LSE32.75%
- 🇺🇸 NYSE5.88%
- 🇩🇪 Xetra ETFs1.56%
- 🌍 CFD0.4%
- 🌍 Digital Currency0.33%
- 🇮🇹 Borsa Italiana0.3%
- 🇫🇷 Euronext Paris0.28%
- 🇧🇪 Euronext Brussels0.2%
- 🌍 Commodity0.14%
- 🇵🇹 Euronext Lisbon0.09%
- 🇩🇪 FRA0.05%
- 🇳🇴 Oslo Stock Exchange0.04%
- 🇨🇭 SIX0.03%
- 🇪🇸 Bolsa De Madrid0.03%
- Tokyo Stock Exchange0.03%
- 🇸🇪 Stockholm Stock Exchange0.01%
- 🇭🇰 Hong Kong Exchanges0.01%
- 🇦🇪 Dubai Financial Market0%
- 🇳🇱 Euronext Amsterdam0%
- 🇦🇺 Sydney0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States50.51%
- 🇬🇧 United Kingdom0.68%
- 🇮🇹 Italy0.3%
- 🇫🇷 France0.24%
- 🇹🇼 Taiwan0.22%
- 🇧🇪 Belgium0.2%
- 🇺🇾 Uruguay0.1%
- 🇵🇹 Portugal0.09%
- 🇮🇪 Ireland0.07%
- 🇩🇪 Germany0.05%
- 🇨🇭 Switzerland0.05%
- 🇪🇸 Spain0.05%
- 🇳🇱 Netherlands0.04%
- 🇳🇴 Norway0.04%
- 🇸🇪 Sweden0.01%
- 🇨🇳 China0.01%
- 🇦🇺 Australia0%
Dividends
Dividend Yield
0.95%
4 out of 7 instruments pay dividend.
7 dividend payments in the next 30 days.
Highest Dividend: $SHOE (4.87%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 SHOE | 0.61% | 4.87% | $0.48 |
 GainersQtr | 0.16% | 0.66% | - |
 MGPI | 0.11% | 3.17% | $0.48 |
 REGN | 0.07% | 0.46% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 ORCL (GainersQtr) | Pay Day | Oct 23, 2026 | $0.50 |
 PFE (GainersQtr) | Ex-Dividend | Oct 24, 2026 | $0.43 |
 PG (GainersQtr) | Ex-Dividend | Oct 24, 2026 | $1.09 |
 MC.PA (GainersQtr) | Ex-Dividend | Oct 28, 2026 | $8.60 |
 ASML (GainersQtr) | Ex-Dividend | Oct 28, 2026 | $3.17 |
 MU (GainersQtr) | Pay Day | Oct 29, 2026 | $0.15 |
 O (GainersQtr) | Ex-Dividend | Oct 30, 2026 | $0.27 |
 JPM (GainersQtr) | Pay Day | Oct 31, 2026 | $1.50 |
 VLO (GainersQtr) | Ex-Dividend | Oct 31, 2026 | $1.20 |
 TXN (GainersQtr) | Ex-Dividend | Oct 31, 2026 | $1.42 |
 VZ (GainersQtr) | Pay Day | Nov 2, 2026 | $0.71 |
 BMY (GainersQtr) | Pay Day | Nov 2, 2026 | $0.63 |
 C (GainersQtr) | Ex-Dividend | Nov 3, 2026 | $0.60 |
 KMI (GainersQtr) | Ex-Dividend | Nov 3, 2026 | $0.30 |
 MAIN (GainersQtr) | Ex-Dividend | Nov 8, 2026 | $0.26 |
 MA (GainersQtr) | Pay Day | Nov 9, 2026 | $0.87 |
 DE (GainersQtr) | Pay Day | Nov 9, 2026 | $1.62 |
 AAPL (GainersQtr) | Ex-Dividend | Nov 10, 2026 | $0.27 |
 IBM (GainersQtr) | Ex-Dividend | Nov 10, 2026 | $1.69 |
 V (GainersQtr) | Ex-Dividend | Nov 11, 2026 | $0.67 |
MGPI | Ex-Dividend | Nov 14, 2026 | $0.12 |
 XOM (GainersQtr) | Ex-Dividend | Nov 17, 2026 | $1.03 |
REGN | Ex-Dividend | Nov 18, 2026 | $0.94 |
 HO.PA (GainersQtr) | Ex-Dividend | Nov 18, 2026 | $3.43 |
 CVX.US (GainersQtr) | Ex-Dividend | Nov 19, 2026 | $1.78 |
 MSFT (GainersQtr) | Ex-Dividend | Nov 20, 2026 | $0.91 |
 AMGN (GainersQtr) | Ex-Dividend | Nov 21, 2026 | $2.52 |
 ISP.MI (GainersQtr) | Ex-Dividend | Nov 21, 2026 | $2.25 |
 MMM (GainersQtr) | Ex-Dividend | Nov 24, 2026 | $0.78 |
 NG.L (GainersQtr) | Ex-Dividend | Nov 24, 2026 | $0.43 |
 JNJ (GainersQtr) | Ex-Dividend | Nov 25, 2026 | $1.34 |
 SPGI (GainersQtr) | Ex-Dividend | Nov 26, 2026 | $0.97 |
 NEE (GainersQtr) | Ex-Dividend | Nov 28, 2026 | $0.62 |
 GS (GainersQtr) | Ex-Dividend | Dec 1, 2026 | $4.50 |
 BALL (GainersQtr) | Ex-Dividend | Dec 1, 2026 | $0.20 |
 QCOM (GainersQtr) | Ex-Dividend | Dec 3, 2026 | $0.92 |
 GOOG (GainersQtr) | Ex-Dividend | Dec 4, 2026 | $0.22 |
 BAC (GainersQtr) | Ex-Dividend | Dec 4, 2026 | $0.28 |
 PEP (GainersQtr) | Ex-Dividend | Dec 4, 2026 | $1.48 |
 D (GainersQtr) | Ex-Dividend | Dec 4, 2026 | $0.67 |
 BLK (GainersQtr) | Ex-Dividend | Dec 8, 2026 | $5.73 |
 HPQ (GainersQtr) | Ex-Dividend | Dec 9, 2026 | $0.30 |
 NVDA (GainersQtr) | Ex-Dividend | Dec 10, 2026 | $0.25 |
 WMB (GainersQtr) | Ex-Dividend | Dec 11, 2026 | $0.53 |
 WM (GainersQtr) | Ex-Dividend | Dec 11, 2026 | $0.94 |
 KO (GainersQtr) | Ex-Dividend | Dec 15, 2026 | $0.53 |
 PSKY (GainersQtr) | Ex-Dividend | Dec 15, 2026 | $0.05 |
 TKO (GainersQtr) | Ex-Dividend | Dec 15, 2026 | $0.78 |
 ICE (GainersQtr) | Ex-Dividend | Dec 16, 2026 | $0.52 |
 TSM (GainersQtr) | Ex-Dividend | Dec 16, 2026 | $0.95 |
 TELFY (GainersQtr) | Ex-Dividend | Dec 17, 2026 | $0.18 |
 META (GainersQtr) | Ex-Dividend | Dec 21, 2026 | $0.53 |
 AVGO (GainersQtr) | Ex-Dividend | Dec 21, 2026 | $0.65 |
 EXPN.L (GainersQtr) | Ex-Dividend | Dec 23, 2026 | $0.48 |
 DIS (GainersQtr) | Ex-Dividend | Dec 30, 2026 | $0.75 |
 TTE.PA (GainersQtr) | Ex-Dividend | Dec 30, 2026 | $1.01 |
DE (GainersQtr) | Ex-Dividend | Dec 30, 2026 | $1.62 |
 AMT (GainersQtr) | Ex-Dividend | Dec 30, 2026 | $1.79 |
BMY (GainersQtr) | Ex-Dividend | Jan 2, 2027 | $0.63 |
SHOE | Ex-Dividend | Jan 6, 2027 | $0.17 |
JPM (GainersQtr) | Ex-Dividend | Jan 6, 2027 | $1.50 |
VZ (GainersQtr) | Ex-Dividend | Jan 9, 2027 | $0.71 |
MA (GainersQtr) | Ex-Dividend | Jan 9, 2027 | $0.87 |
ORCL (GainersQtr) | Ex-Dividend | Jan 9, 2027 | $0.50 |
MU (GainersQtr) | Ex-Dividend | Jan 14, 2027 | $0.15 |
 CAT (GainersQtr) | Ex-Dividend | Jan 20, 2027 | $1.51 |
 HEIA.NV (GainersQtr) | Ex-Dividend | Feb 7, 2027 | $1.37 |
 SIE.DE (GainersQtr) | Ex-Dividend | Feb 13, 2027 | $6.25 |
 DGE.L (GainersQtr) | Ex-Dividend | Feb 25, 2027 | $0.20 |
 EDV.ASX (GainersQtr) | Ex-Dividend | Mar 3, 2027 | $0.08 |
 INPP.L (GainersQtr) | Ex-Dividend | Mar 15, 2027 | $0.00 |
 RMV.L (GainersQtr) | Ex-Dividend | Mar 29, 2027 | $0.09 |
 GLE.PA (GainersQtr) | Ex-Dividend | Apr 5, 2027 | $1.19 |
 RCP.L (GainersQtr) | Ex-Dividend | Apr 6, 2027 | $0.00 |
 VTY.L (GainersQtr) | Ex-Dividend | Apr 6, 2027 | $0.40 |
 NESN.ZU (GainersQtr) | Ex-Dividend | Apr 20, 2027 | $3.96 |
 BA.L (GainersQtr) | Ex-Dividend | Apr 20, 2027 | $0.31 |
 AIR.PA (GainersQtr) | Ex-Dividend | Apr 21, 2027 | $3.78 |
 TOM.OL (GainersQtr) | Ex-Dividend | Apr 24, 2027 | $0.23 |
 OR.PA (GainersQtr) | Ex-Dividend | Apr 29, 2027 | $8.55 |
 SAN.PA (GainersQtr) | Ex-Dividend | May 5, 2027 | $4.84 |
 NOS.LS (GainersQtr) | Ex-Dividend | May 6, 2027 | $0.00 |
 JMT.LSB (GainersQtr) | Ex-Dividend | May 8, 2027 | $0.76 |
 CS.PA (GainersQtr) | Ex-Dividend | May 11, 2027 | $2.74 |
 SU.PA (GainersQtr) | Ex-Dividend | May 11, 2027 | $4.94 |
 EVO.ST (GainersQtr) | Ex-Dividend | May 12, 2027 | $3.06 |
 LHA.DE (GainersQtr) | Ex-Dividend | May 13, 2027 | $0.39 |
 0700.HK (GainersQtr) | Ex-Dividend | May 15, 2027 | $0.68 |
 VNA.DE (GainersQtr) | Ex-Dividend | May 22, 2027 | $1.45 |
 PUM.DE (GainersQtr) | Ex-Dividend | May 22, 2027 | $0.67 |
 COR.LS (GainersQtr) | Ex-Dividend | May 22, 2027 | $0.00 |
 G.MI (GainersQtr) | Ex-Dividend | May 23, 2027 | $1.89 |
 FRVIA.PA (GainersQtr) | Ex-Dividend | Jun 4, 2027 | $0.53 |
 SIP.BR (GainersQtr) | Ex-Dividend | Jun 12, 2027 | $5.11 |
 LDO.MI (GainersQtr) | Ex-Dividend | Jun 20, 2027 | $0.74 |
Performance Metrics
Score 6.7/10
Beta
0.89
0.89
0
0.8
1.2
0
2
Sharpe Ratio
0.69
0.69
0
0.5
1
1.5
1.5
Sortino Ratio
1.2
1.2
0
1
2
3
3
Jensen's Alpha
5.28
5.28
-2
0
2
6
6
Omega Ratio
1.25
1.25
0
1
1.5
2.5
2.5
Treynor Ratio
1.26
1.26
0
0.75
1.25
2
2
Information Ratio
0.3
0.3
0
0.3
0.6
1
1
Calmar Ratio
0.94
0.94
0
0.3
0.6
1
1
Beta
0.89
0.89
0
0.8
1.2
0
2
Sharpe Ratio
0.69
0.69
0
0.5
1
1.5
1.5
Sortino Ratio
1.2
1.2
0
1
2
3
3
Jensen's Alpha
5.28
5.28
-2
0
2
6
6
Omega Ratio
1.25
1.25
0
1
1.5
2.5
2.5
Treynor Ratio
1.26
1.26
0
0.75
1.25
2
2
Information Ratio
0.3
0.3
0
0.3
0.6
1
1
Calmar Ratio
0.94
0.94
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
18.22
High:
AVNW
106.1AVNWLow:MGPI
-1.13MGPIDetails
PEG Ratio
24.75
High:REGN
47.29REGNLow:AVNW
1.11AVNWDetails
Price/Book
2.32
High:REGN
2.37REGNLow:MGPI
0.46MGPIDetails
Price/Sales
4.57
High:REGN
4.96REGNLow:SHOE
0.32SHOEDetails
Price/CF
14.01
High:AVNW
20.17AVNWLow:SHOE
4.08SHOEDetails
Price/FCF
19.47
High:AVNW
44.91AVNWLow:SHOE
8.53SHOEDetails
P/E Ratio
18.22
High:AVNW
106.1AVNWLow:MGPI
-1.13MGPIDetails
PEG Ratio
24.75
High:REGN
47.29REGNLow:AVNW
1.11AVNWDetails
Price/Book
2.32
High:REGN
2.37REGNLow:MGPI
0.46MGPIDetails
Price/Sales
4.57
High:REGN
4.96REGNLow:SHOE
0.32SHOEDetails
Price/CF
14.01
High:AVNW
20.17AVNWLow:SHOE
4.08SHOEDetails
Price/FCF
19.47
High:AVNW
44.91AVNWLow:SHOE
8.53SHOEDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-17.47% | Apr 2022 | Nov 2022 | 7 |
-14.68% | Aug 2024 | Sep 2025 | 13 |
-8.6% | Feb 2023 | Jul 2023 | 5 |
-7.75% | Mar 2026 | Aug 2026 | 5 |
-7.46% | Aug 2023 | Dec 2023 | 4 |
-7.39% | Jan 2022 | Mar 2022 | 2 |
-3.27% | Apr 2024 | May 2024 | 1 |
-2.45% | Sep 2026 | Oct 2026 | 1 |
-1.47% | Nov 2021 | Dec 2021 | 1 |
-1.12% | Nov 2025 | Jan 2026 | 2 |