Loading...
+0.22%
This Month
+26.56%
Year To Date
+34.87%
2 Years
+47.18%
5 Years
+48.64%
10 Years
+6.64%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading90.3%
- 💵 Cash10.52%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE27.17%
- 🇺🇸 Nasdaq18.7%
- 🇬🇧 LSE15.24%
- 🇩🇪 FRA12.93%
- 🇳🇱 Euronext Amsterdam7.52%
- 🇫🇷 Euronext Paris5.26%
- 🇭🇰 Hong Kong Exchanges1.11%
- 🇪🇸 Bolsa De Madrid1.08%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States26.04%
- 🇬🇧 United Kingdom18.65%
- 🇩🇪 Germany12.93%
- 🇨🇦 Canada11.68%
- 🇳🇱 Netherlands7.52%
- 🇫🇷 France6.25%
- 🇧🇷 Brazil2.98%
- 🇭🇰 Hong Kong1.11%
- 🇪🇸 Spain1.08%
- 🇮🇪 Ireland0.75%
Dividends
Dividend Yield
2.41%
1 out of 1 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: ingruc (2.67%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 ingruc | 2.41% | 2.67% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 PFE (ingruc) | Pay Day | Dec 1, 2025 | $0.43 |
 TEF.MC (ingruc) | Ex-Dividend | Dec 16, 2025 | $0.17 |
TEF.MC (ingruc) | Pay Day | Dec 18, 2025 | $0.17 |
Performance Metrics
Score 5.2/10
Beta
0.28
0.28
0
0.8
1.2
0
2
Sharpe Ratio
0.43
0.43
0
0.5
1
1.5
1.5
Sortino Ratio
0.69
0.69
0
1
2
3
3
Jensen's Alpha
0.6
0.6
-2
0
2
4.5
4.5
Omega Ratio
0.65
0.65
0
1
1.5
2.5
2.5
Treynor Ratio
1.22
1.22
0
0.75
1.25
2
2
Information Ratio
-0.57
-0.57
-1
0.3
0.6
1
1
Calmar Ratio
0.53
0.53
0
0.3
0.6
1
1
Beta
0.28
0.28
0
0.8
1.2
0
2
Sharpe Ratio
0.43
0.43
0
0.5
1
1.5
1.5
Sortino Ratio
0.69
0.69
0
1
2
3
3
Jensen's Alpha
0.6
0.6
-2
0
2
4.5
4.5
Omega Ratio
0.65
0.65
0
1
1.5
2.5
2.5
Treynor Ratio
1.22
1.22
0
0.75
1.25
2
2
Information Ratio
-0.57
-0.57
-1
0.3
0.6
1
1
Calmar Ratio
0.53
0.53
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
N/A
Details
PEG Ratio
N/A
Details
Price/Book
N/A
Details
Price/Sales
N/A
Details
Price/CF
N/A
Details
Price/FCF
N/A
Details
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-12.08% | May 2022 | Nov 2022 | 6 |
-7.22% | Mar 2023 | Jul 2023 | 4 |
-5.16% | Aug 2023 | Dec 2023 | 4 |
-4.59% | Jun 2024 | Sep 2024 | 3 |
-3.34% | Jan 2024 | Mar 2024 | 2 |
-3.05% | Dec 2024 | Feb 2025 | 2 |
-2.92% | Dec 2022 | Jan 2023 | 1 |
-2.9% | Apr 2024 | May 2024 | 1 |
-1.98% | Aug 2019 | Jun 2020 | 10 |
-1.93% | Oct 2024 | Nov 2024 | 1 |
-1.91% | Apr 2025 | May 2025 | 1 |