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0%
Today
0%
This Month
+8.48%
Year To Date
+19.47%
2 Years
+26.84%
5 Years
+4.3%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading68.59%
- 💵 Cash11.71%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE17.06%
- 🇬🇧 LSE13.25%
- 🇩🇪 FRA12.77%
- 🇺🇸 Nasdaq11.29%
- 🇳🇱 Euronext Amsterdam6.82%
- 🇫🇷 Euronext Paris2.8%
- 🇪🇸 Bolsa De Madrid1.22%
- 🇭🇰 Hong Kong Exchanges0.83%
Countries Breakdown
- Country
- Total
- 🇬🇧 United Kingdom15.77%
- 🇺🇸 United States14.62%
- 🇩🇪 Germany12.77%
- 🇳🇱 Netherlands6.82%
- 🇨🇦 Canada5.49%
- 🇧🇲 Bermuda3.19%
- 🇫🇷 France2.8%
- 🇧🇷 Brazil1.99%
- 🇪🇸 Spain1.22%
- 🇭🇰 Hong Kong0.83%
- 🇮🇪 Ireland0.54%
Dividends
Dividend Yield
2.15%
1 out of 1 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: ingruc (3.14%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 ingruc | 2.15% | 3.14% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 CA.PA (ingruc) | Pay Day | Jun 3, 2025 | $0.26 |
 VOD.L (ingruc) | Ex-Dividend | Jun 5, 2025 | $0.02 |
 VOD (ingruc) | Ex-Dividend | Jun 6, 2025 | $0.25 |
 PFE (ingruc) | Pay Day | Jun 13, 2025 | $0.43 |
 TEF.MC (ingruc) | Ex-Dividend | Jun 17, 2025 | $0.17 |
TEF.MC (ingruc) | Pay Day | Jun 19, 2025 | $0.17 |
 SHEL.L (ingruc) | Pay Day | Jun 23, 2025 | $0.36 |
 0992.HK (ingruc) | Ex-Dividend | Jul 30, 2025 | $0.04 |
VOD (ingruc) | Pay Day | Aug 1, 2025 | $0.25 |
VOD.L (ingruc) | Pay Day | Aug 1, 2025 | $0.02 |
0992.HK (ingruc) | Pay Day | Aug 13, 2025 | $0.04 |
 IMB.L (ingruc) | Ex-Dividend | Aug 21, 2025 | $0.53 |
IMB.L (ingruc) | Pay Day | Sep 30, 2025 | $0.53 |
Performance Metrics
Score 3.6/10
Beta
0.26
0.26
0
0.8
1.2
0
2
Sharpe Ratio
0.14
0.14
0
0.5
1
1.5
1.5
Sortino Ratio
0.22
0.22
0
1
2
3
3
Jensen's Alpha
-1.27
-1.27
-2
0
2
4.5
4.5
Omega Ratio
0.66
0.66
0
1
1.5
2.5
2.5
Treynor Ratio
0.42
0.42
0
0.75
1.25
2
2
Information Ratio
-0.57
-0.57
-1
0.3
0.6
1
1
Calmar Ratio
0.28
0.28
0
0.3
0.6
1
1
Beta
0.26
0.26
0
0.8
1.2
0
2
Sharpe Ratio
0.14
0.14
0
0.5
1
1.5
1.5
Sortino Ratio
0.22
0.22
0
1
2
3
3
Jensen's Alpha
-1.27
-1.27
-2
0
2
4.5
4.5
Omega Ratio
0.66
0.66
0
1
1.5
2.5
2.5
Treynor Ratio
0.42
0.42
0
0.75
1.25
2
2
Information Ratio
-0.57
-0.57
-1
0.3
0.6
1
1
Calmar Ratio
0.28
0.28
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 |