Loading...
+0%
Today
-4.35%
This Month
-5.57%
Year To Date
+5.67%
2 Years
+1.16%
5 Years
+0.47%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading25.01%
- 💵 Cash22.37%
- 🖥️ Technology Services11.7%
- 💻 Electronic Technology10.18%
- 🧬 Health Technology8.02%
- 📊 ETFs7.76%
- 🚗 Consumer Durables3.73%
- 🪨 Non Energy Minerals3.42%
- 🛍️ Retail Trade1.75%
- ⛏️ Energy Minerals0.28%
- 🧪 Process Industries0.18%
- 🍞 Consumer Non Durables0.14%
- ❓ Other0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq34.22%
- 🇺🇸 NYSE18.36%
- 🇩🇪 Xetra ETFs5.23%
- 🇩🇪 FRA5.15%
- 🇬🇧 LSE4.24%
- 🇭🇰 Hong Kong Exchanges1.59%
- 🇪🇸 Bolsa De Madrid1.02%
- 🇨🇭 SIX0.55%
- 🇫🇷 Euronext Paris0.52%
- 🇳🇱 Euronext Amsterdam0.22%
- 🇮🇹 Borsa Italiana0.22%
- 🇸🇪 Stockholm Stock Exchange0.11%
- 🇩🇰 Copenhagen Stock Exchange0.04%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States31.85%
- 🇩🇰 Denmark8.2%
- 🇳🇱 Netherlands5.75%
- 🇩🇪 Germany5.15%
- 🇰🇿 Kazakhstan3.42%
- 🇨🇳 China3.34%
- 🇬🇧 United Kingdom1.02%
- 🇪🇸 Spain1.02%
- 🇨🇭 Switzerland0.84%
- 🇯🇵 Japan0.64%
- 🇫🇷 France0.63%
- 🇭🇰 Hong Kong0.48%
- 🇨🇦 Canada0.36%
- 🇮🇪 Ireland0.25%
- 🇮🇹 Italy0.22%
- 🇰🇾 Cayman Islands0.18%
- 🇸🇪 Sweden0.11%
- 🇰🇷 South Korea0.1%
- 🇮🇱 Israel0.07%
- 🇱🇺 Luxembourg0.06%
Dividends
Dividend Yield
1.29%
17 out of 26 instruments pay dividend.
17 dividend payments in the next 30 days.
Highest Dividend: $KAP.L (8.56%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 KAP.L | 0.29% | 8.56% | - |
 RenewableEnergy | 0.25% | 2.28% | - |
 VOW3.DE | 0.25% | 7.1% | $9.06 |
 NVO | 0.16% | 2.03% | $0.98 |
 SCHD | 0.08% | 3.72% | - |
 EuropeEconomy | 0.07% | 3.37% | - |
 ASML | 0.05% | 0.9% | $5.57 |
 CRISPR-Tech | 0.04% | 1.14% | - |
 Driverless | 0.04% | 1.17% | - |
 BABA | 0.02% | 0.9% | $0.98 |
 liborvasa | 0.01% | 0.33% | - |
 EWJ | 0.01% | 2.29% | - |
 KO | 0% | 2.69% | $1.89 |
 OXY | 0% | 2.27% | $0.8 |
 CHRD | 0% | 5.35% | $5 |
 VO | 0% | 1.6% | - |
 COP | 0% | 3.51% | $3.25 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 AIR.PA (EuropeEconomy) | Ex-Dividend | Apr 22, 2025 | $1.04 |
 DG.PA (EuropeEconomy) | Ex-Dividend | Apr 22, 2025 | $4.21 |
 UCG.MI (EuropeEconomy) | Ex-Dividend | Apr 22, 2025 | $1.52 |
AIR.PA (EuropeEconomy) | Pay Day | Apr 24, 2025 | $1.04 |
DG.PA (EuropeEconomy) | Pay Day | Apr 24, 2025 | $4.21 |
 MC.PA (EuropeEconomy) | Ex-Dividend | Apr 24, 2025 | $8.54 |
UCG.MI (EuropeEconomy) | Pay Day | Apr 24, 2025 | $1.52 |
 INGA.NV (EuropeEconomy) | Ex-Dividend | Apr 24, 2025 | $0.74 |
 HSBC (liborvasa) | Pay Day | Apr 25, 2025 | $1.80 |
 ENGI.PA (EuropeEconomy) | Ex-Dividend | Apr 25, 2025 | $1.55 |
 ASML.NV (EuropeEconomy) | Ex-Dividend | Apr 25, 2025 | $2.10 |
ASML | Ex-Dividend | Apr 28, 2025 | $1.92 |
MC.PA (EuropeEconomy) | Pay Day | Apr 28, 2025 | $8.54 |
ENGI.PA (EuropeEconomy) | Pay Day | Apr 29, 2025 | $1.55 |
 SAN.MC (EuropeEconomy) | Ex-Dividend | Apr 29, 2025 | $0.11 |
 LNT (RenewableEnergy) | Ex-Dividend | Apr 30, 2025 | $0.51 |
 MRVL (Driverless) | Pay Day | May 1, 2025 | $0.06 |
 BMY (CRISPR-Tech) | Pay Day | May 1, 2025 | $0.62 |
INGA.NV (EuropeEconomy) | Pay Day | May 2, 2025 | $0.74 |
SAN.MC (EuropeEconomy) | Pay Day | May 2, 2025 | $0.11 |
 CS.PA (EuropeEconomy) | Ex-Dividend | May 5, 2025 | $2.25 |
ASML | Pay Day | May 6, 2025 | $1.92 |
 HEXA-B.ST (Driverless) | Ex-Dividend | May 6, 2025 | $0.14 |
ASML.NV (EuropeEconomy) | Pay Day | May 6, 2025 | $2.10 |
CS.PA (EuropeEconomy) | Pay Day | May 7, 2025 | $2.25 |
 SNY (CRISPR-Tech) | Ex-Dividend | May 9, 2025 | $2.52 |
 ED (RenewableEnergy) | Ex-Dividend | May 14, 2025 | $0.85 |
HEXA-B.ST (Driverless) | Pay Day | May 14, 2025 | $0.14 |
 SAP.DE (EuropeEconomy) | Ex-Dividend | May 14, 2025 | $2.35 |
LNT (RenewableEnergy) | Pay Day | May 15, 2025 | $0.51 |
 GEV (RenewableEnergy) | Pay Day | May 16, 2025 | $0.25 |
 AMGN (CRISPR-Tech) | Ex-Dividend | May 16, 2025 | $2.38 |
SAP.DE (EuropeEconomy) | Pay Day | May 16, 2025 | $2.35 |
 ADS.DE (EuropeEconomy) | Ex-Dividend | May 16, 2025 | $2.19 |
 BNP.PA (EuropeEconomy) | Ex-Dividend | May 19, 2025 | $4.95 |
 ISP.MI (EuropeEconomy) | Ex-Dividend | May 19, 2025 | $0.18 |
ADS.DE (EuropeEconomy) | Pay Day | May 20, 2025 | $2.19 |
BNP.PA (EuropeEconomy) | Pay Day | May 21, 2025 | $4.95 |
ISP.MI (EuropeEconomy) | Pay Day | May 21, 2025 | $0.18 |
 JNJ (CRISPR-Tech) | Ex-Dividend | May 27, 2025 | $1.30 |
 QCOM (Driverless) | Ex-Dividend | Jun 5, 2025 | $0.89 |
AMGN (CRISPR-Tech) | Pay Day | Jun 6, 2025 | $2.38 |
JNJ (CRISPR-Tech) | Pay Day | Jun 10, 2025 | $1.30 |
 00175.HK (Driverless) | Ex-Dividend | Jun 11, 2025 | $0.04 |
SNY (CRISPR-Tech) | Pay Day | Jun 12, 2025 | $2.52 |
ED (RenewableEnergy) | Pay Day | Jun 16, 2025 | $0.85 |
EWJ | Pay Day | Jun 17, 2025 | $0.51 |
 TTE.PA (EuropeEconomy) | Ex-Dividend | Jun 19, 2025 | $0.88 |
 0916.HK (RenewableEnergy) | Ex-Dividend | Jun 23, 2025 | $0.03 |
QCOM (Driverless) | Pay Day | Jun 26, 2025 | $0.89 |
TTE.PA (EuropeEconomy) | Pay Day | Jul 1, 2025 | $0.88 |
 ENEL.MI (EuropeEconomy) | Ex-Dividend | Jul 21, 2025 | $0.28 |
ENEL.MI (EuropeEconomy) | Pay Day | Jul 23, 2025 | $0.28 |
00175.HK (Driverless) | Pay Day | Jul 25, 2025 | $0.04 |
0916.HK (RenewableEnergy) | Pay Day | Aug 15, 2025 | $0.03 |
Performance Metrics
Score 2.6/10
Beta
1.03
1.03
0
0.8
1.2
0
2
Sharpe Ratio
0.05
0.05
0
0.5
1
1.5
1.5
Sortino Ratio
0.07
0.07
0
1
2
3
3
Jensen's Alpha
-8.23
-8.23
-9
0
2
4.5
4.5
Omega Ratio
0.63
0.63
0
1
1.5
2.5
2.5
Treynor Ratio
0.08
0.08
0
0.75
1.25
2
2
Information Ratio
-0.65
-0.65
-1
0.3
0.6
1
1
Calmar Ratio
0.02
0.02
0
0.3
0.6
1
1
Beta
1.03
1.03
0
0.8
1.2
0
2
Sharpe Ratio
0.05
0.05
0
0.5
1
1.5
1.5
Sortino Ratio
0.07
0.07
0
1
2
3
3
Jensen's Alpha
-8.23
-8.23
-9
0
2
4.5
4.5
Omega Ratio
0.63
0.63
0
1
1.5
2.5
2.5
Treynor Ratio
0.08
0.08
0
0.75
1.25
2
2
Information Ratio
-0.65
-0.65
-1
0.3
0.6
1
1
Calmar Ratio
0.02
0.02
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
17.62
High:
ENPH
71.17ENPHLow:
GTLB
-1,548.74GTLBDetails
PEG Ratio
-686.54
High:
NVO
82.46NVOLow:GTLB
-1,557.26GTLBDetails
Price/Book
3.13
High:
ASML
13.16ASMLLow:
WKHS
0.12WKHSDetails
Price/Sales
1.86
High:GTLB
9.61GTLBLow:
VOW3.DE
0.14VOW3.DEDetails
Price/CF
14.67
High:
SRPT
125.18SRPTLow:VOW3.DE
2.6VOW3.DEDetails
Price/FCF
41.28
High:SRPT
532.48SRPTLow:
MODG
13MODGDetails
P/E Ratio
17.62
High:ENPH
71.17ENPHLow:GTLB
-1,548.74GTLBDetails
PEG Ratio
-686.54
High:NVO
82.46NVOLow:GTLB
-1,557.26GTLBDetails
Price/Book
3.13
High:ASML
13.16ASMLLow:WKHS
0.12WKHSDetails
Price/Sales
1.86
High:GTLB
9.61GTLBLow:VOW3.DE
0.14VOW3.DEDetails
Price/CF
14.67
High:SRPT
125.18SRPTLow:VOW3.DE
2.6VOW3.DEDetails
Price/FCF
41.28
High:SRPT
532.48SRPTLow:MODG
13MODGDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-44.54% | Sep 2021 | - | 44 |
-16.24% | Feb 2020 | May 2020 | 3 |
-16.09% | Aug 2018 | Apr 2019 | 8 |
-12.64% | May 2019 | Dec 2019 | 7 |
-5.91% | Mar 2018 | May 2018 | 2 |
-4.62% | Sep 2020 | Nov 2020 | 2 |
-1.43% | Jun 2018 | Jul 2018 | 1 |
-0.82% | Mar 2021 | May 2021 | 2 |
-0.66% | Jul 2021 | Aug 2021 | 1 |