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+0.5%
Today
+2.08%
This Month
+2.56%
Year To Date
+0.17%
2 Years
-6.54%
5 Years
+1.58%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading25.28%
- 💵 Cash22.73%
- 🖥️ Technology Services12.26%
- 🧬 Health Technology9.48%
- 💻 Electronic Technology9.24%
- 📊 ETFs7.18%
- 🪨 Non Energy Minerals4.16%
- 🚗 Consumer Durables3.46%
- 🛍️ Retail Trade1.77%
- ⛏️ Energy Minerals0.26%
- 🧪 Process Industries0.15%
- 🍞 Consumer Non Durables0.13%
- ❓ Other0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq33.57%
- 🇺🇸 NYSE19.11%
- 🇩🇪 FRA5.02%
- 🇩🇪 Xetra ETFs5%
- 🇬🇧 LSE4.96%
- 🇭🇰 Hong Kong Exchanges1.49%
- 🇪🇸 Bolsa De Madrid1.01%
- 🇨🇭 SIX0.54%
- 🇫🇷 Euronext Paris0.51%
- 🇮🇹 Borsa Italiana0.22%
- 🇳🇱 Euronext Amsterdam0.21%
- 🇸🇪 Stockholm Stock Exchange0.1%
- 🇩🇰 Copenhagen Stock Exchange0.04%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States30.81%
- 🇩🇰 Denmark9.67%
- 🇳🇱 Netherlands6.2%
- 🇩🇪 Germany5.02%
- 🇰🇿 Kazakhstan4.16%
- 🇨🇳 China3.32%
- 🇨🇭 Switzerland1.01%
- 🇪🇸 Spain1.01%
- 🇬🇧 United Kingdom0.99%
- 🇫🇷 France0.59%
- 🇭🇰 Hong Kong0.45%
- 🇨🇦 Canada0.39%
- 🇮🇪 Ireland0.25%
- 🇮🇹 Italy0.22%
- 🇯🇵 Japan0.14%
- 🇸🇪 Sweden0.1%
- 🇰🇷 South Korea0.1%
- 🇮🇱 Israel0.09%
- 🇱🇺 Luxembourg0.07%
Dividends
Dividend Yield
1.19%
16 out of 25 instruments pay dividend.
27 dividend payments in the next 30 days.
Highest Dividend: $VOW3.DE (6.94%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 KAP.L | 0.27% | 6.48% | - |
 VOW3.DE | 0.23% | 6.94% | $9.06 |
 RenewableEnergy | 0.23% | 2.07% | - |
 NVO | 0.15% | 1.59% | $0.98 |
 SCHD | 0.08% | 4.03% | - |
 EuropeEconomy | 0.07% | 3.04% | - |
 ASML | 0.04% | 0.78% | $5.57 |
 CRISPR-Tech | 0.04% | 1.05% | - |
 Driverless | 0.04% | 1.02% | - |
 BABA | 0.02% | 0.87% | $0.98 |
 liborvasa | 0.01% | 0.22% | - |
 KO | 0% | 2.8% | $1.89 |
 OXY | 0% | 2.17% | $0.8 |
 CHRD | 0% | 5.39% | $5 |
 VO | 0% | 1.53% | - |
 COP | 0% | 3.59% | $3.25 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
CHRD | Pay Day | Jun 9, 2025 | $1.30 |
 PEG (RenewableEnergy) | Ex-Dividend | Jun 9, 2025 | $0.63 |
 GOOG (liborvasa) | Ex-Dividend | Jun 9, 2025 | $0.21 |
OXY | Ex-Dividend | Jun 10, 2025 | $0.24 |
 AEP (RenewableEnergy) | Pay Day | Jun 10, 2025 | $0.93 |
 JNJ (CRISPR-Tech) | Pay Day | Jun 10, 2025 | $1.30 |
 NVDA (Driverless) | Ex-Dividend | Jun 11, 2025 | $0.01 |
 00175.HK (Driverless) | Ex-Dividend | Jun 11, 2025 | $0.04 |
NVDA (liborvasa) | Ex-Dividend | Jun 11, 2025 | $0.01 |
BABA | Ex-Dividend | Jun 12, 2025 | $0.95 |
 HMC (Driverless) | Pay Day | Jun 12, 2025 | $0.70 |
 SNY (CRISPR-Tech) | Pay Day | Jun 12, 2025 | $2.52 |
KO | Ex-Dividend | Jun 13, 2025 | $0.51 |
 EXC (RenewableEnergy) | Pay Day | Jun 13, 2025 | $0.40 |
 PFE (CRISPR-Tech) | Pay Day | Jun 13, 2025 | $0.43 |
 GILD (CRISPR-Tech) | Ex-Dividend | Jun 13, 2025 | $0.79 |
 CB (EuropeEconomy) | Ex-Dividend | Jun 13, 2025 | $0.97 |
 DUK (RenewableEnergy) | Pay Day | Jun 16, 2025 | $1.04 |
 NEE (RenewableEnergy) | Pay Day | Jun 16, 2025 | $0.57 |
 ED (RenewableEnergy) | Pay Day | Jun 16, 2025 | $0.85 |
 BWA (Driverless) | Pay Day | Jun 16, 2025 | $0.11 |
GOOG (liborvasa) | Pay Day | Jun 16, 2025 | $0.21 |
 VST (RenewableEnergy) | Ex-Dividend | Jun 18, 2025 | $0.22 |
 ADI (Driverless) | Pay Day | Jun 18, 2025 | $0.99 |
 EA (liborvasa) | Pay Day | Jun 18, 2025 | $0.19 |
 LIN (EuropeEconomy) | Pay Day | Jun 18, 2025 | $1.50 |
 GM (Driverless) | Pay Day | Jun 19, 2025 | $0.15 |
 TTE.PA (EuropeEconomy) | Ex-Dividend | Jun 19, 2025 | $0.88 |
 HSBC (liborvasa) | Pay Day | Jun 20, 2025 | $0.50 |
 0916.HK (RenewableEnergy) | Ex-Dividend | Jun 23, 2025 | $0.03 |
 SHEL.L (EuropeEconomy) | Pay Day | Jun 23, 2025 | $0.36 |
 QCOM (Driverless) | Pay Day | Jun 26, 2025 | $0.89 |
GILD (CRISPR-Tech) | Pay Day | Jun 27, 2025 | $0.79 |
PEG (RenewableEnergy) | Pay Day | Jun 30, 2025 | $0.63 |
VST (RenewableEnergy) | Pay Day | Jun 30, 2025 | $0.22 |
KO | Pay Day | Jul 1, 2025 | $0.51 |
TTE.PA (EuropeEconomy) | Pay Day | Jul 1, 2025 | $0.88 |
NVDA (Driverless) | Pay Day | Jul 3, 2025 | $0.01 |
NVDA (liborvasa) | Pay Day | Jul 3, 2025 | $0.01 |
CB (EuropeEconomy) | Pay Day | Jul 3, 2025 | $0.97 |
 IBE.MC (RenewableEnergy) | Ex-Dividend | Jul 4, 2025 | $0.46 |
IBE.MC (EuropeEconomy) | Ex-Dividend | Jul 4, 2025 | $0.46 |
 2333.HK (Driverless) | Ex-Dividend | Jul 8, 2025 | $0.06 |
BABA | Pay Day | Jul 10, 2025 | $0.95 |
 GSK (CRISPR-Tech) | Pay Day | Jul 10, 2025 | $0.43 |
OXY | Pay Day | Jul 15, 2025 | $0.24 |
 ENEL.MI (EuropeEconomy) | Ex-Dividend | Jul 21, 2025 | $0.28 |
ENEL.MI (EuropeEconomy) | Pay Day | Jul 23, 2025 | $0.28 |
 SSE.L (RenewableEnergy) | Ex-Dividend | Jul 24, 2025 | $0.58 |
00175.HK (Driverless) | Pay Day | Jul 25, 2025 | $0.04 |
IBE.MC (RenewableEnergy) | Pay Day | Jul 30, 2025 | $0.46 |
IBE.MC (EuropeEconomy) | Pay Day | Jul 30, 2025 | $0.46 |
2333.HK (Driverless) | Pay Day | Aug 8, 2025 | $0.06 |
0916.HK (RenewableEnergy) | Pay Day | Aug 15, 2025 | $0.03 |
SSE.L (RenewableEnergy) | Pay Day | Sep 18, 2025 | $0.58 |
Performance Metrics
Score 2.6/10
Beta
1.02
1.02
0
0.8
1.2
0
2
Sharpe Ratio
0.05
0.05
0
0.5
1
1.5
1.5
Sortino Ratio
0.08
0.08
0
1
2
3
3
Jensen's Alpha
-8.45
-8.45
-9
0
2
4.5
4.5
Omega Ratio
0.61
0.61
0
1
1.5
2.5
2.5
Treynor Ratio
0.1
0.1
0
0.75
1.25
2
2
Information Ratio
-0.68
-0.68
-1
0.3
0.6
1
1
Calmar Ratio
0.03
0.03
0
0.3
0.6
1
1
Beta
1.02
1.02
0
0.8
1.2
0
2
Sharpe Ratio
0.05
0.05
0
0.5
1
1.5
1.5
Sortino Ratio
0.08
0.08
0
1
2
3
3
Jensen's Alpha
-8.45
-8.45
-9
0
2
4.5
4.5
Omega Ratio
0.61
0.61
0
1
1.5
2.5
2.5
Treynor Ratio
0.1
0.1
0
0.75
1.25
2
2
Information Ratio
-0.68
-0.68
-1
0.3
0.6
1
1
Calmar Ratio
0.03
0.03
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
20.72
High:
ENPH
38.42ENPHLow:
GTLB
-1,760.65GTLBDetails
PEG Ratio
-536.35
High:
KO
10,128.43KOLow:GTLB
-1,770.33GTLBDetails
Price/Book
4.08
High:
NVO
16.08NVOLow:
TLRY
0.14TLRYDetails
Price/Sales
2.41
High:GTLB
10.93GTLBLow:
VOW3.DE
0.14VOW3.DEDetails
Price/CF
13.61
High:KO
282.33KOLow:VOW3.DE
2.55VOW3.DEDetails
Price/FCF
35.12
High:
SRPT
532.48SRPTLow:
CHRD
10.89CHRDDetails
P/E Ratio
20.72
High:ENPH
38.42ENPHLow:GTLB
-1,760.65GTLBDetails
PEG Ratio
-536.35
High:KO
10,128.43KOLow:GTLB
-1,770.33GTLBDetails
Price/Book
4.08
High:NVO
16.08NVOLow:TLRY
0.14TLRYDetails
Price/Sales
2.41
High:GTLB
10.93GTLBLow:VOW3.DE
0.14VOW3.DEDetails
Price/CF
13.61
High:KO
282.33KOLow:VOW3.DE
2.55VOW3.DEDetails
Price/FCF
35.12
High:SRPT
532.48SRPTLow:CHRD
10.89CHRDDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-44.54% | Sep 2021 | - | 46 |
-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 |