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-6.97%
This Month
+7.93%
Year To Date
+49.42%
2 Years
+53.92%
5 Years
+53.92%
10 Years
+26.52%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading44.28%
- 💻 Electronic Technology13.97%
- 🪨 Non Energy Minerals12.94%
- 🛠️ Producer Manufacturing9.2%
- 📈 Indexes4.99%
- 💵 Cash4.92%
- 🖥️ Technology Services4.73%
- 🧬 Health Technology1.63%
- ⚡ Utilities1.16%
- ❓ Other0.68%
- 💰 Finance0.67%
- 📊 ETFs0.42%
- ⛏️ Energy Minerals0.39%
- 🧪 Process Industries0.13%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE31.95%
- 🇺🇸 Nasdaq21.36%
- 🇺🇸 NYSE19.55%
- 🇫🇷 Euronext Paris5.54%
- 🌍 CFD4.99%
- 🇩🇪 FRA3.99%
- 🇨🇭 SIX3.61%
- 🇮🇹 Borsa Italiana1.27%
- 🇧🇪 Euronext Brussels0.6%
- 🇩🇪 Xetra ETFs0.51%
- 🇳🇱 Euronext Amsterdam0.4%
- 🇭🇰 Hong Kong Exchanges0.34%
- 🇩🇰 Copenhagen Stock Exchange0.12%
- Regular Trading Hours - RTH0.12%
- 🇸🇪 Stockholm Stock Exchange0.1%
- 🇦🇪 Dubai Financial Market0.09%
- 🇺🇸 Chicago Board Options Exchange0.08%
- 🇪🇸 Bolsa De Madrid0.06%
- 🇳🇴 Oslo Stock Exchange0.06%
- 🇫🇮 Helsinki Stock Exchange0.05%
- Tokyo Stock Exchange0.03%
- 🇦🇺 Sydney0.01%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States33.69%
- 🇫🇷 France5.55%
- 🇨🇭 Switzerland4.86%
- 🇩🇪 Germany3.99%
- 🇬🇧 United Kingdom3.87%
- 🇹🇼 Taiwan2.28%
- 🇨🇦 Canada1.14%
- 🇲🇽 Mexico0.93%
- 🇧🇪 Belgium0.6%
- 🇨🇳 China0.43%
- 🇳🇱 Netherlands0.42%
- 🇮🇱 Israel0.25%
- 🇮🇪 Ireland0.15%
- 🇸🇬 Singapore0.14%
- 🇩🇰 Denmark0.12%
- 🇨🇴 Colombia0.12%
- 🇸🇪 Sweden0.12%
- 🇫🇮 Finland0.12%
- 🇨🇾 Cyprus0.11%
- 🇨🇱 Chile0.1%
- 🇰🇷 South Korea0.1%
- 🇮🇹 Italy0.09%
- 🇪🇸 Spain0.06%
- 🇳🇴 Norway0.06%
- 🇯🇵 Japan0.04%
- 🇱🇺 Luxembourg0.03%
- 🇧🇷 Brazil0.03%
- 🇦🇺 Australia0.01%
- 🇰🇾 Cayman Islands0.01%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
0.7%
33 out of 48 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: $CWEN (5.81%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 CRH | 0.14% | 1.47% | - |
 SGO.PA | 0.09% | 3% | $2.1 |
 JeppeKirkBonde | 0.05% | 0.93% | - |
 CWEN | 0.04% | 5.81% | $1.6 |
 PureMomentum | 0.04% | 0.92% | - |
 ABBN.ZU | 0.03% | 1.21% | $0.87 |
 ARG.PA | 0.03% | 4.46% | $3.15 |
 SU.PA | 0.02% | 1.6% | $3.5 |
 AZN.L | 0.02% | 1.82% | $2.28 |
 SIE.DE | 0.02% | 1.97% | $4.7 |
 AVGO | 0.02% | 0.67% | $19.7 |
 BP.L | 0.02% | 4.71% | $0.23 |
 CCalle | 0.02% | 1.28% | - |
 B | 0.01% | 2.47% | $0.4 |
 TSM | 0.01% | 0.78% | $1.74 |
 NEE | 0.01% | 2.68% | $1.97 |
 HOLN.ZU | 0.01% | 2.29% | $2.8 |
 RR.L | 0.01% | 0.67% | - |
 MSFT | 0.01% | 0.92% | $3 |
 TKA.DE | 0.01% | 1.24% | $0.15 |
 5GRevolution | 0.01% | 1.67% | - |
 TITC.BR | 0.01% | 1.49% | - |
 STMMI.MI | 0.01% | 0.71% | $0.28 |
 CX | 0.01% | 0.82% | - |
 jaynemesis | 0.01% | 0.73% | - |
 IFX.DE | 0.01% | 0.6% | $0.35 |
 InTheGame | 0.01% | 0.28% | - |
 ingruc | 0% | 1.46% | - |
 NVDA | 0% | 0.14% | $0.02 |
 AAPL | 0% | 0.31% | $0.97 |
 AZN | 0% | 1.83% | $1.42 |
 GOOG | 0% | 0.26% | $0.2 |
 Core-Equity | 0% | 0% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 VOD.L (5GRevolution) | Pay Day | Jul 30, 2026 | $0.03 |
 JPM (JeppeKirkBonde) | Pay Day | Jul 31, 2026 | $1.50 |
 TD (PureMomentum) | Pay Day | Jul 31, 2026 | $0.81 |
 NVT (PureMomentum) | Pay Day | Aug 7, 2026 | $0.21 |
 IMB.L (ingruc) | Ex-Dividend | Aug 20, 2026 | $0.56 |
IMB.L (ingruc) | Pay Day | Sep 30, 2026 | $0.56 |
Performance Metrics
Score 7.7/10
Beta
1.04
1.04
0
0.8
1.2
0
2
Sharpe Ratio
1.2
1.2
0
0.5
1
2
2
Sortino Ratio
2.18
2.18
0
1
2
3
3
Jensen's Alpha
6.16
6.16
-2
0
2
7
7
Omega Ratio
1.64
1.64
0
1
1.5
2.5
2.5
Treynor Ratio
1.57
1.57
0
0.75
1.25
2
2
Information Ratio
0.71
0.71
0
0.3
0.6
1
1
Calmar Ratio
2.55
2.55
0
0.3
0.6
3
3
Beta
1.04
1.04
0
0.8
1.2
0
2
Sharpe Ratio
1.2
1.2
0
0.5
1
2
2
Sortino Ratio
2.18
2.18
0
1
2
3
3
Jensen's Alpha
6.16
6.16
-2
0
2
7
7
Omega Ratio
1.64
1.64
0
1
1.5
2.5
2.5
Treynor Ratio
1.57
1.57
0
0.75
1.25
2
2
Information Ratio
0.71
0.71
0
0.3
0.6
1
1
Calmar Ratio
2.55
2.55
0
0.3
0.6
3
3
Portfolio Valuation
Based on current positions
P/E Ratio
34.38
High:
LSCC
967.89LSCCLow:
AIP
-36.29AIPDetails
PEG Ratio
125.25
High:TKA.DE
788.13TKA.DELow:AIP
-1,681.73AIPDetails
Price/Book
14.26
High:AIP
514.39AIPLow:
GCTS
-2.42GCTSDetails
Price/Sales
11.28
High:
PLTR
62.4PLTRLow:TKA.DE
0.22TKA.DEDetails
Price/CF
28.58
High:PLTR
138.09PLTRLow:
MNTK
4.45MNTKDetails
Price/FCF
49.34
High:
TKMS.DE
74,521.77TKMS.DELow:
PRGS
4.65PRGSDetails
P/E Ratio
34.38
High:LSCC
967.89LSCCLow:AIP
-36.29AIPDetails
PEG Ratio
125.25
High:TKA.DE
788.13TKA.DELow:AIP
-1,681.73AIPDetails
Price/Book
14.26
High:AIP
514.39AIPLow:GCTS
-2.42GCTSDetails
Price/Sales
11.28
High:PLTR
62.4PLTRLow:TKA.DE
0.22TKA.DEDetails
Price/CF
28.58
High:PLTR
138.09PLTRLow:MNTK
4.45MNTKDetails
Price/FCF
49.34
High:TKMS.DE
74,521.77TKMS.DELow:PRGS
4.65PRGSDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-9.82% | Dec 2024 | May 2025 | 5 |
-7.57% | Jun 2026 | - | 2 |
-2.92% | Nov 2025 | Feb 2026 | 3 |
-2.06% | Jun 2024 | Jul 2024 | 1 |
-2.02% | Mar 2026 | Apr 2026 | 1 |
-0.37% | Aug 2024 | Sep 2024 | 1 |
-0.21% | Oct 2024 | Nov 2024 | 1 |