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-2.3%
This Month
+4.79%
Year To Date
+23.63%
2 Years
+23.63%
5 Years
+23.63%
10 Years
+12.27%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading70.18%
- 💇♀️ Consumer Services5.98%
- 💵 Cash5.18%
- 🖥️ Technology Services3.45%
- 📡 Communications3.26%
- 🧬 Health Technology2.34%
- 📊 ETFs2.12%
- 💻 Electronic Technology1.84%
- 🛠️ Producer Manufacturing1.77%
- ⚡ Utilities1.73%
- 📈 Indexes1.32%
- 🚚 Transportation0.52%
- ⛏️ Energy Minerals0.21%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE29.36%
- 🇺🇸 Nasdaq22.8%
- 🇬🇧 LSE15.81%
- Regular Trading Hours - RTH6.34%
- 🇪🇸 Bolsa De Madrid4.24%
- 🇩🇪 FRA2.84%
- 🇫🇷 Euronext Paris2.11%
- 🇩🇪 Xetra ETFs1.32%
- 🌍 CFD1.32%
- Abu Dhabi1.22%
- 🇭🇰 Hong Kong Exchanges0.82%
- 🇳🇱 Euronext Amsterdam0.65%
- 🇦🇪 Dubai Financial Market0.62%
- 🇮🇹 Borsa Italiana0.59%
- 🇧🇪 Euronext Brussels0.44%
- 🇨🇭 SIX0.26%
- Tokyo Stock Exchange0.19%
- 🇦🇺 Sydney0.15%
- 🇸🇪 Stockholm Stock Exchange0.15%
- 🇩🇰 Copenhagen Stock Exchange0.15%
- 🇳🇴 Oslo Stock Exchange0.12%
- 🇫🇮 Helsinki Stock Exchange0.11%
- 🇺🇸 Chicago Board Options Exchange0.01%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States41.04%
- 🇬🇧 United Kingdom6.76%
- 🇪🇸 Spain4.24%
- 🇩🇪 Germany2.94%
- 🇨🇦 Canada2.44%
- 🇫🇷 France2.16%
- 🇰🇾 Cayman Islands2.05%
- 🇮🇱 Israel1.18%
- 🇳🇱 Netherlands1.09%
- 🇨🇳 China0.89%
- 🇹🇼 Taiwan0.87%
- 🇩🇰 Denmark0.76%
- 🇸🇬 Singapore0.74%
- 🇮🇪 Ireland0.73%
- 🇮🇹 Italy0.62%
- 🇨🇭 Switzerland0.56%
- 🇧🇪 Belgium0.44%
- 🇧🇷 Brazil0.38%
- 🇧🇲 Bermuda0.35%
- 🇭🇰 Hong Kong0.22%
- 🇺🇾 Uruguay0.21%
- 🇸🇪 Sweden0.2%
- 🇦🇷 Argentina0.17%
- 🇦🇺 Australia0.15%
- 🇨🇾 Cyprus0.15%
- 🇳🇴 Norway0.12%
- 🇫🇮 Finland0.11%
- 🇲🇽 Mexico0.06%
- 🇱🇺 Luxembourg0.03%
- 🇵🇦 Panama0.02%
- 🇯🇵 Japan0.02%
Dividends
Dividend Yield
1.28%
25 out of 35 instruments pay dividend.
9 dividend payments in the next 30 days.
Highest Dividend: $TEF.MC (6.64%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 mick_repo | 0.24% | 4.16% | - |
 TEF.MC | 0.22% | 6.64% | $0.24 |
 MCD.RTH | 0.12% | 2.19% | $5.94 |
 triangulacapital | 0.09% | 3.62% | - |
 GeorgeFatouros | 0.07% | 1.36% | - |
 CPHequities | 0.06% | 1.33% | - |
 ingruc | 0.06% | 1.5% | - |
 defense_investor | 0.05% | 0.49% | - |
 NEE | 0.05% | 2.7% | $1.97 |
 adams302 | 0.05% | 3.43% | - |
 MercifulKnight | 0.05% | 1.44% | - |
 davoyu | 0.04% | 1.35% | - |
 iBore99 | 0.04% | 1.94% | - |
 CMCSA | 0.03% | 5.81% | $1.2 |
 MSFT | 0.02% | 0.93% | $3 |
 CCalle | 0.02% | 1.3% | - |
 ORCL | 0.02% | 1.69% | $1.6 |
 cfigueroa1982 | 0.02% | 0.28% | - |
 AlphaFlow | 0.02% | 0.6% | - |
 LLY | 0.01% | 0.56% | $4.86 |
 TTE.PA | 0.01% | 4.57% | $3.06 |
 EuropeDefense | 0.01% | 1.07% | - |
 TrendingStocks | 0.01% | 0.25% | - |
 StanleyDruck13F | 0% | 0.26% | - |
 01211.HK | 0% | 0.46% | $3.41 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 BNS (CPHequities) | Pay Day | Jul 29, 2026 | $0.82 |
01211.HK | Pay Day | Jul 31, 2026 | $0.05 |
 TD (GeorgeFatouros) | Pay Day | Jul 31, 2026 | $0.81 |
 HUM (StanleyDruck13F) | Pay Day | Jul 31, 2026 | $0.89 |
TD (CPHequities) | Pay Day | Jul 31, 2026 | $0.81 |
 DDS (cfigueroa1982) | Pay Day | Aug 3, 2026 | $0.30 |
 SIMO (AlphaFlow) | Ex-Dividend | Aug 6, 2026 | $0.50 |
 NVT (cfigueroa1982) | Pay Day | Aug 7, 2026 | $0.21 |
 NEXA (TrendingStocks) | Pay Day | Aug 11, 2026 | $0.13 |
 IMB.L (ingruc) | Ex-Dividend | Aug 20, 2026 | $0.56 |
SIMO (AlphaFlow) | Pay Day | Aug 20, 2026 | $0.50 |
 ZTS (MercifulKnight) | Pay Day | Sep 1, 2026 | $0.53 |
IMB.L (ingruc) | Pay Day | Sep 30, 2026 | $0.56 |
Performance Metrics
Score 5.6/10
Beta
0.75
0.75
0
0.8
1.2
0
2
Sharpe Ratio
0.85
0.85
0
0.5
1
1.5
1.5
Sortino Ratio
1.52
1.52
0
1
2
3
3
Jensen's Alpha
0.65
0.65
-2
0
2
4.5
4.5
Omega Ratio
0.79
0.79
0
1
1.5
2.5
2.5
Treynor Ratio
1.13
1.13
0
0.75
1.25
2
2
Information Ratio
-0.35
-0.35
-1
0.3
0.6
1
1
Calmar Ratio
1.88
1.88
0
0.3
0.6
2
2
Beta
0.75
0.75
0
0.8
1.2
0
2
Sharpe Ratio
0.85
0.85
0
0.5
1
1.5
1.5
Sortino Ratio
1.52
1.52
0
1
2
3
3
Jensen's Alpha
0.65
0.65
-2
0
2
4.5
4.5
Omega Ratio
0.79
0.79
0
1
1.5
2.5
2.5
Treynor Ratio
1.13
1.13
0
0.75
1.25
2
2
Information Ratio
-0.35
-0.35
-1
0.3
0.6
1
1
Calmar Ratio
1.88
1.88
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
27.12
High:LLY
42.78LLYLow:
SEDG
-9SEDGDetails
PEG Ratio
58.9
High:TTE.PA
196.07TTE.PALow:SEDG
-11.3SEDGDetails
Price/Book
8.92
High:LLY
35.95LLYLow:MCD.RTH
-37.28MCD.RTHDetails
Price/Sales
7.97
High:LLY
14.74LLYLow:
CHTR
0.3CHTRDetails
Price/CF
18.6
High:
GRAB
160.94GRABLow:CHTR
1.7CHTRDetails
Price/FCF
71.9
High:NEE
2,356.18NEELow:CMCSA
6.72CMCSADetails
P/E Ratio
27.12
High:LLY
42.78LLYLow:SEDG
-9SEDGDetails
PEG Ratio
58.9
High:TTE.PA
196.07TTE.PALow:SEDG
-11.3SEDGDetails
Price/Book
8.92
High:LLY
35.95LLYLow:MCD.RTH
-37.28MCD.RTHDetails
Price/Sales
7.97
High:LLY
14.74LLYLow:CHTR
0.3CHTRDetails
Price/CF
18.6
High:GRAB
160.94GRABLow:CHTR
1.7CHTRDetails
Price/FCF
71.9
High:NEE
2,356.18NEELow:CMCSA
6.72CMCSADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-7.66% | Dec 2024 | Jun 2025 | 6 |
-3.72% | Mar 2026 | Apr 2026 | 1 |
-2.83% | Jun 2026 | - | 2 |
-1.34% | Oct 2025 | Dec 2025 | 2 |