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+4.48%
This Month
+3.2%
Year To Date
+28.57%
2 Years
+29.46%
5 Years
+153.84%
10 Years
+10.21%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash41.99%
- 👥 Copy Trading41.47%
- 🏥 Health Services4.34%
- 💻 Electronic Technology3.32%
- 📊 ETFs2.67%
- 🚗 Consumer Durables2.61%
- 💇♀️ Consumer Services2.59%
- 🛍️ Retail Trade1.28%
- 🍞 Consumer Non Durables0.67%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE20.52%
- 🇬🇧 LSE11.54%
- 🇺🇸 Nasdaq10%
- 🇫🇷 Euronext Paris4.51%
- 🇩🇪 FRA3.32%
- 🇳🇱 Euronext Amsterdam2.54%
- 🇮🇹 Borsa Italiana2.04%
- 🇨🇭 SIX1.1%
- 🇪🇸 Bolsa De Madrid0.82%
- 🇩🇪 Xetra ETFs0.8%
- 🇧🇪 Euronext Brussels0.46%
- 🇩🇰 Copenhagen Stock Exchange0.45%
- 🇸🇪 Stockholm Stock Exchange0.29%
- 🇳🇴 Oslo Stock Exchange0.12%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States19.7%
- 🇮🇹 Italy5.04%
- 🇫🇷 France3.93%
- 🇩🇪 Germany3.32%
- 🇬🇧 United Kingdom3.17%
- 🇨🇭 Switzerland2.3%
- 🇳🇱 Netherlands2.27%
- 🇺🇾 Uruguay1.28%
- 🇪🇸 Spain0.82%
- 🇨🇦 Canada0.81%
- 🇧🇪 Belgium0.46%
- 🇩🇰 Denmark0.45%
- 🇵🇷 Puerto Rico0.42%
- 🇱🇺 Luxembourg0.36%
- 🇮🇪 Ireland0.31%
- 🇸🇪 Sweden0.29%
- 🇨🇳 China0.22%
- 🇯🇵 Japan0.2%
- 🇳🇴 Norway0.12%
- 🇸🇬 Singapore0.1%
Dividends
Dividend Yield
0.82%
8 out of 12 instruments pay dividend.
21 dividend payments in the next 30 days.
Highest Dividend: $UNH (2.72%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 EuropeEconomy | 0.44% | 2.6% | - |
 UNH | 0.12% | 2.72% | $7.74 |
 FoodTech | 0.1% | 2.17% | - |
 DroneTech | 0.07% | 0.69% | - |
 DIS | 0.04% | 1.41% | $0.75 |
 RACE | 0.03% | 1.14% | $2.64 |
 DRS | 0.03% | 0.81% | - |
 Core-Moderate | 0% | 0% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 AIR.PA (DroneTech) | Pay Day | Apr 23, 2026 | $3.78 |
 RR.L (DroneTech) | Ex-Dividend | Apr 23, 2026 | $0.07 |
AIR.PA (EuropeEconomy) | Pay Day | Apr 23, 2026 | $3.78 |
 DG.PA (EuropeEconomy) | Pay Day | Apr 23, 2026 | $4.66 |
 ASML.NV (EuropeEconomy) | Ex-Dividend | Apr 24, 2026 | $3.15 |
 INGA.NV (EuropeEconomy) | Pay Day | Apr 24, 2026 | $0.88 |
 MKC (FoodTech) | Pay Day | Apr 27, 2026 | $0.48 |
 GE (DroneTech) | Pay Day | Apr 27, 2026 | $0.47 |
 CAG (FoodTech) | Ex-Dividend | Apr 30, 2026 | $0.35 |
 SAN.MC (EuropeEconomy) | Ex-Dividend | Apr 30, 2026 | $0.14 |
 BN.PA (FoodTech) | Ex-Dividend | May 4, 2026 | $2.25 |
RACE | Pay Day | May 5, 2026 | $4.27 |
 TXN (DroneTech) | Ex-Dividend | May 5, 2026 | $1.42 |
 SAN.PA (EuropeEconomy) | Ex-Dividend | May 5, 2026 | $4.84 |
RACE (EuropeEconomy) | Pay Day | May 5, 2026 | $4.27 |
ASML.NV (EuropeEconomy) | Pay Day | May 5, 2026 | $3.15 |
SAN.MC (EuropeEconomy) | Pay Day | May 5, 2026 | $0.14 |
BN.PA (FoodTech) | Pay Day | May 6, 2026 | $2.25 |
 SAP.DE (EuropeEconomy) | Ex-Dividend | May 6, 2026 | $2.95 |
 GLEN.L (EuropeEconomy) | Ex-Dividend | May 6, 2026 | $0.09 |
SAN.PA (EuropeEconomy) | Pay Day | May 7, 2026 | $4.84 |
 ABI.BR (EuropeEconomy) | Ex-Dividend | May 7, 2026 | $1.16 |
 GD (DroneTech) | Pay Day | May 8, 2026 | $1.59 |
SAP.DE (EuropeEconomy) | Pay Day | May 8, 2026 | $2.95 |
 CS.PA (EuropeEconomy) | Ex-Dividend | May 11, 2026 | $2.74 |
ABI.BR (EuropeEconomy) | Pay Day | May 11, 2026 | $1.16 |
 LONN.ZU (FoodTech) | Ex-Dividend | May 13, 2026 | $6.52 |
CS.PA (EuropeEconomy) | Pay Day | May 13, 2026 | $2.74 |
 KR (FoodTech) | Ex-Dividend | May 15, 2026 | $0.35 |
LONN.ZU (FoodTech) | Pay Day | May 15, 2026 | $6.52 |
 BNP.PA (EuropeEconomy) | Ex-Dividend | May 18, 2026 | $3.06 |
 ISP.MI (EuropeEconomy) | Ex-Dividend | May 18, 2026 | $2.25 |
 CAT (DroneTech) | Pay Day | May 19, 2026 | $1.51 |
TXN (DroneTech) | Pay Day | May 19, 2026 | $1.42 |
BNP.PA (EuropeEconomy) | Pay Day | May 20, 2026 | $3.06 |
ISP.MI (EuropeEconomy) | Pay Day | May 20, 2026 | $2.25 |
KR (FoodTech) | Pay Day | Jun 1, 2026 | $0.35 |
 GLE.PA (EuropeEconomy) | Ex-Dividend | Jun 1, 2026 | $1.19 |
CAG (FoodTech) | Pay Day | Jun 3, 2026 | $0.35 |
RR.L (DroneTech) | Pay Day | Jun 3, 2026 | $0.07 |
GLE.PA (EuropeEconomy) | Pay Day | Jun 3, 2026 | $1.19 |
GLEN.L (EuropeEconomy) | Pay Day | Jun 3, 2026 | $0.09 |
 LDO.MI (DroneTech) | Ex-Dividend | Jun 22, 2026 | $0.73 |
LDO.MI (DroneTech) | Pay Day | Jun 24, 2026 | $0.73 |
DIS | Ex-Dividend | Jun 30, 2026 | $0.75 |
 TTE.PA (EuropeEconomy) | Ex-Dividend | Jun 30, 2026 | $1.01 |
 SYY (FoodTech) | Ex-Dividend | Jul 2, 2026 | $0.55 |
TTE.PA (EuropeEconomy) | Pay Day | Jul 2, 2026 | $1.01 |
 ENEL.MI (EuropeEconomy) | Ex-Dividend | Jul 20, 2026 | $0.30 |
DIS | Pay Day | Jul 22, 2026 | $0.75 |
ENEL.MI (EuropeEconomy) | Pay Day | Jul 22, 2026 | $0.30 |
SYY (FoodTech) | Pay Day | Jul 24, 2026 | $0.55 |
Performance Metrics
Score 5.9/10
Beta
0.57
0.57
0
0.8
1.2
0
2
Sharpe Ratio
0.57
0.57
0
0.5
1
1.5
1.5
Sortino Ratio
1.08
1.08
0
1
2
3
3
Jensen's Alpha
1.92
1.92
-2
0
2
4.5
4.5
Omega Ratio
0.84
0.84
0
1
1.5
2.5
2.5
Treynor Ratio
1.17
1.17
0
0.75
1.25
2
2
Information Ratio
-0.21
-0.21
-1
0.3
0.6
1
1
Calmar Ratio
0.57
0.57
0
0.3
0.6
1
1
Beta
0.57
0.57
0
0.8
1.2
0
2
Sharpe Ratio
0.57
0.57
0
0.5
1
1.5
1.5
Sortino Ratio
1.08
1.08
0
1
2
3
3
Jensen's Alpha
1.92
1.92
-2
0
2
4.5
4.5
Omega Ratio
0.84
0.84
0
1
1.5
2.5
2.5
Treynor Ratio
1.17
1.17
0
0.75
1.25
2
2
Information Ratio
-0.21
-0.21
-1
0.3
0.6
1
1
Calmar Ratio
0.57
0.57
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
22.83
High:
MELI
47.11MELILow:
LULU
12.58LULUDetails
PEG Ratio
282.93
High:MELI
1,046.73MELILow:DIS
13.01DISDetails
Price/Book
2.92
High:RACE
14.41RACELow:DIS
1.74DISDetails
Price/Sales
0.93
High:RACE
8.21RACELow:UNH
0.66UNHDetails
Price/CF
14.9
High:DRS
25DRSLow:MELI
11.2MELIDetails
Price/FCF
34.12
High:DRS
69.85DRSLow:MELI
12.83MELIDetails
P/E Ratio
22.83
High:MELI
47.11MELILow:LULU
12.58LULUDetails
PEG Ratio
282.93
High:MELI
1,046.73MELILow:DIS
13.01DISDetails
Price/Book
2.92
High:RACE
14.41RACELow:DIS
1.74DISDetails
Price/Sales
0.93
High:RACE
8.21RACELow:UNH
0.66UNHDetails
Price/CF
14.9
High:DRS
25DRSLow:MELI
11.2MELIDetails
Price/FCF
34.12
High:DRS
69.85DRSLow:MELI
12.83MELIDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-17.13% | May 2021 | Mar 2024 | 34 |
-13.98% | Feb 2018 | Jun 2020 | 28 |
-12.9% | Feb 2025 | Jul 2025 | 5 |
-8.88% | Sep 2020 | Nov 2020 | 2 |
-4.25% | Mar 2026 | Apr 2026 | 1 |
-3.14% | Dec 2016 | Mar 2017 | 3 |
-3.04% | Jul 2017 | Aug 2017 | 1 |
-1.73% | Jan 2021 | Feb 2021 | 1 |
-1.27% | Jul 2024 | Sep 2024 | 2 |
-0.53% | Sep 2017 | Oct 2017 | 1 |
-0.39% | Nov 2025 | Dec 2025 | 1 |