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-2.36%
This Month
+6.44%
Year To Date
+32.88%
2 Years
+41.4%
5 Years
+246.73%
10 Years
+20.23%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🧩 Miscellaneous33.32%
- 📊 ETFs26.14%
- 👥 Copy Trading21.74%
- 💰 Finance8.27%
- 🖥️ Technology Services3.67%
- ⚡ Utilities3.21%
- ⛏️ Energy Minerals1.6%
- 🧬 Health Technology0.53%
- 💇♀️ Consumer Services0.48%
- 🍞 Consumer Non Durables0.35%
- 🪙 Cryptocurrencies0.29%
- 💼 Commercial Services0.27%
- 🚗 Consumer Durables0.12%
- 💵 Cash0.01%
- 🛠️ Producer Manufacturing0%
- 🛍️ Retail Trade0%
- 🧪 Process Industries0%
- 🪨 Non Energy Minerals0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE61.87%
- 🇺🇸 Nasdaq25.1%
- 🇺🇸 Chicago Board Options Exchange5.09%
- 🇬🇧 LSE1.71%
- 🇩🇪 Xetra ETFs1.62%
- 🇩🇪 FRA0.64%
- 🌍 Digital Currency0.45%
- 🇮🇹 Borsa Italiana0.42%
- 🇫🇷 Euronext Paris0.39%
- 🇭🇰 Hong Kong Exchanges0.3%
- 🇪🇸 Bolsa De Madrid0.29%
- 🇳🇱 Euronext Amsterdam0.23%
- 🇨🇭 SIX0.1%
- 🇳🇴 Oslo Stock Exchange0.04%
- 🇫🇮 Helsinki Stock Exchange0.03%
- 🇦🇺 Sydney0.03%
- 🇧🇪 Euronext Brussels0.03%
- Tokyo Stock Exchange0.02%
- Abu Dhabi0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States29.68%
- 🇬🇧 United Kingdom1.48%
- 🇨🇳 China0.67%
- 🇩🇪 Germany0.64%
- 🇫🇷 France0.41%
- 🇮🇱 Israel0.41%
- 🇪🇸 Spain0.29%
- 🇳🇱 Netherlands0.24%
- 🇸🇬 Singapore0.24%
- 🇱🇺 Luxembourg0.22%
- 🇮🇹 Italy0.2%
- 🇹🇼 Taiwan0.2%
- 🇨🇭 Switzerland0.13%
- 🇯🇵 Japan0.09%
- 🇳🇴 Norway0.04%
- 🇩🇰 Denmark0.03%
- 🇺🇾 Uruguay0.03%
- 🇫🇮 Finland0.03%
- 🇦🇺 Australia0.03%
- 🇧🇪 Belgium0.03%
- 🇧🇷 Brazil0.02%
- 🇨🇦 Canada0.02%
- 🇨🇿 Czech Republic0.01%
- 🇮🇳 India0.01%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
0.73%
16 out of 35 instruments pay dividend.
61 dividend payments in the next 30 days.
Highest Dividend: $NVTKL.L (109.46%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 SPY | 0.17% | 0.98% | - |
 GainersQtr | 0.15% | 1.31% | - |
 DUK | 0.11% | 3.49% | $4.1 |
 DIA.US | 0.08% | 1.36% | - |
 RenewableEnergy | 0.06% | 1.1% | - |
 XOM | 0.04% | 2.68% | $3.76 |
 QQQ | 0.04% | 0.38% | - |
 MSFT | 0.03% | 0.83% | $3 |
 BTI | 0.02% | 5.72% | $2.92 |
 InTheGame | 0.01% | 0.26% | - |
 DIS | 0.01% | 1.51% | $0.75 |
 CRISPR-Tech | 0.01% | 0.78% | - |
 PYPL | 0% | 1.01% | - |
 NVTKL.L | 0% | 109.46% | - |
 SOLS | 0% | -0.18% | - |
 SCCO | 0% | -1.86% | $-3.76 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 GOOG (GainersQtr) | Ex-Dividend | Jun 8, 2026 | $0.22 |
 SGO.PA (GainersQtr) | Ex-Dividend | Jun 8, 2026 | $2.68 |
 IGG.L (GainersQtr) | Pay Day | Jun 8, 2026 | $0.37 |
 GOOGL (GainersQtr) | Ex-Dividend | Jun 8, 2026 | $0.22 |
 SO (RenewableEnergy) | Pay Day | Jun 8, 2026 | $0.76 |
GOOGL (InTheGame) | Ex-Dividend | Jun 8, 2026 | $0.22 |
 JNJ (GainersQtr) | Pay Day | Jun 9, 2026 | $1.34 |
 PEG (RenewableEnergy) | Ex-Dividend | Jun 9, 2026 | $0.67 |
JNJ (CRISPR-Tech) | Pay Day | Jun 9, 2026 | $1.34 |
XOM | Pay Day | Jun 10, 2026 | $1.03 |
SOLS | Pay Day | Jun 10, 2026 | -$0.07 |
 CVX.US (GainersQtr) | Pay Day | Jun 10, 2026 | $1.78 |
 IBM (GainersQtr) | Pay Day | Jun 10, 2026 | $1.69 |
XOM (GainersQtr) | Pay Day | Jun 10, 2026 | $1.03 |
SGO.PA (GainersQtr) | Pay Day | Jun 10, 2026 | $2.68 |
 LLY (GainersQtr) | Pay Day | Jun 10, 2026 | $1.73 |
 SPGI (GainersQtr) | Pay Day | Jun 10, 2026 | $0.97 |
 OXY (GainersQtr) | Ex-Dividend | Jun 10, 2026 | $0.26 |
 DLO (GainersQtr) | Pay Day | Jun 10, 2026 | $0.19 |
 AEP (RenewableEnergy) | Pay Day | Jun 10, 2026 | $0.95 |
MSFT | Pay Day | Jun 11, 2026 | $0.91 |
MSFT (GainersQtr) | Pay Day | Jun 11, 2026 | $0.91 |
 RTX (GainersQtr) | Pay Day | Jun 11, 2026 | $0.73 |
 01211.HK (GainersQtr) | Ex-Dividend | Jun 11, 2026 | $0.05 |
 TSM (GainersQtr) | Ex-Dividend | Jun 11, 2026 | $0.95 |
MSFT (InTheGame) | Pay Day | Jun 11, 2026 | $0.91 |
TSM (InTheGame) | Ex-Dividend | Jun 11, 2026 | $0.95 |
 PFE (GainersQtr) | Pay Day | Jun 12, 2026 | $0.43 |
 ALB (GainersQtr) | Ex-Dividend | Jun 12, 2026 | $0.41 |
 WMB (GainersQtr) | Ex-Dividend | Jun 12, 2026 | $0.53 |
 RKT.L (GainersQtr) | Pay Day | Jun 12, 2026 | $1.70 |
 BBOX.L (GainersQtr) | Pay Day | Jun 12, 2026 | $0.03 |
PFE (CRISPR-Tech) | Pay Day | Jun 12, 2026 | $0.43 |
GOOG (GainersQtr) | Pay Day | Jun 15, 2026 | $0.22 |
 META (GainersQtr) | Ex-Dividend | Jun 15, 2026 | $0.53 |
 KO (GainersQtr) | Ex-Dividend | Jun 15, 2026 | $0.53 |
 DVN (GainersQtr) | Ex-Dividend | Jun 15, 2026 | $0.32 |
 MO (GainersQtr) | Ex-Dividend | Jun 15, 2026 | $1.06 |
 NEE (GainersQtr) | Pay Day | Jun 15, 2026 | $0.62 |
 O (GainersQtr) | Pay Day | Jun 15, 2026 | $0.27 |
GOOGL (GainersQtr) | Pay Day | Jun 15, 2026 | $0.22 |
 CVE (GainersQtr) | Ex-Dividend | Jun 15, 2026 | $0.16 |
 DOC (GainersQtr) | Ex-Dividend | Jun 15, 2026 | $0.10 |
 EXC (RenewableEnergy) | Pay Day | Jun 15, 2026 | $0.42 |
NEE (RenewableEnergy) | Pay Day | Jun 15, 2026 | $0.62 |
 TMO (CRISPR-Tech) | Ex-Dividend | Jun 15, 2026 | $0.47 |
META (InTheGame) | Ex-Dividend | Jun 15, 2026 | $0.53 |
GOOGL (InTheGame) | Pay Day | Jun 15, 2026 | $0.22 |
DUK | Pay Day | Jun 16, 2026 | $1.06 |
 MCD (GainersQtr) | Pay Day | Jun 16, 2026 | $1.86 |
DUK (GainersQtr) | Pay Day | Jun 16, 2026 | $1.06 |
DUK (RenewableEnergy) | Pay Day | Jun 16, 2026 | $1.06 |
 GEV (RenewableEnergy) | Ex-Dividend | Jun 16, 2026 | $0.50 |
 G24.DE (GainersQtr) | Ex-Dividend | Jun 18, 2026 | $1.73 |
 NTES (InTheGame) | Pay Day | Jun 18, 2026 | $0.72 |
G24.DE (GainersQtr) | Pay Day | Jun 22, 2026 | $1.73 |
 VST (RenewableEnergy) | Ex-Dividend | Jun 22, 2026 | $0.23 |
 VLO (GainersQtr) | Pay Day | Jun 23, 2026 | $1.20 |
 BLK (GainersQtr) | Pay Day | Jun 23, 2026 | $5.73 |
 STM.US (GainersQtr) | Ex-Dividend | Jun 23, 2026 | $0.09 |
 HAL (GainersQtr) | Pay Day | Jun 24, 2026 | $0.17 |
 01093.HK (GainersQtr) | Ex-Dividend | Jun 24, 2026 | $0.02 |
 GFS (GainersQtr) | Ex-Dividend | Jun 24, 2026 | $0.12 |
PYPL | Pay Day | Jun 25, 2026 | $0.14 |
META (GainersQtr) | Pay Day | Jun 25, 2026 | $0.53 |
 SU (GainersQtr) | Pay Day | Jun 25, 2026 | $0.44 |
META (InTheGame) | Pay Day | Jun 25, 2026 | $0.53 |
 QCOM (InTheGame) | Pay Day | Jun 25, 2026 | $0.92 |
 NVDA (GainersQtr) | Pay Day | Jun 26, 2026 | $0.25 |
 BP.L (GainersQtr) | Pay Day | Jun 26, 2026 | $0.08 |
 HSBA.L (GainersQtr) | Pay Day | Jun 26, 2026 | $0.10 |
 TSCO.L (GainersQtr) | Pay Day | Jun 26, 2026 | $0.13 |
DOC (GainersQtr) | Pay Day | Jun 26, 2026 | $0.10 |
NVDA (InTheGame) | Pay Day | Jun 26, 2026 | $0.25 |
WMB (GainersQtr) | Pay Day | Jun 29, 2026 | $0.53 |
 SHEL.L (GainersQtr) | Pay Day | Jun 29, 2026 | $0.39 |
DIS | Ex-Dividend | Jun 30, 2026 | $0.75 |
 PEP (GainersQtr) | Pay Day | Jun 30, 2026 | $1.48 |
 TTE.PA (GainersQtr) | Ex-Dividend | Jun 30, 2026 | $1.01 |
 DE (GainersQtr) | Ex-Dividend | Jun 30, 2026 | $1.62 |
 MDLZ (GainersQtr) | Ex-Dividend | Jun 30, 2026 | $0.50 |
DVN (GainersQtr) | Pay Day | Jun 30, 2026 | $0.32 |
 ALW.L (GainersQtr) | Pay Day | Jun 30, 2026 | $0.10 |
CVE (GainersQtr) | Pay Day | Jun 30, 2026 | $0.16 |
STM.US (GainersQtr) | Pay Day | Jun 30, 2026 | $0.09 |
 TRP (GainersQtr) | Ex-Dividend | Jun 30, 2026 | $0.65 |
 STN (GainersQtr) | Ex-Dividend | Jun 30, 2026 | $0.18 |
PEG (RenewableEnergy) | Pay Day | Jun 30, 2026 | $0.67 |
VST (RenewableEnergy) | Pay Day | Jun 30, 2026 | $0.23 |
KO (GainersQtr) | Pay Day | Jul 1, 2026 | $0.53 |
ALB (GainersQtr) | Pay Day | Jul 1, 2026 | $0.41 |
TTE.PA (GainersQtr) | Pay Day | Jul 2, 2026 | $1.01 |
 CSCO (GainersQtr) | Ex-Dividend | Jul 6, 2026 | $0.42 |
 JPM (GainersQtr) | Ex-Dividend | Jul 6, 2026 | $1.50 |
 REP.MC (GainersQtr) | Ex-Dividend | Jul 6, 2026 | $0.59 |
REP.MC (GainersQtr) | Pay Day | Jul 8, 2026 | $0.59 |
 LMP.L (GainersQtr) | Pay Day | Jul 9, 2026 | $0.04 |
 SLB (GainersQtr) | Pay Day | Jul 9, 2026 | $0.29 |
TSM (GainersQtr) | Pay Day | Jul 9, 2026 | $0.95 |
TSM (InTheGame) | Pay Day | Jul 9, 2026 | $0.95 |
BTI | Ex-Dividend | Jul 10, 2026 | $0.83 |
MO (GainersQtr) | Pay Day | Jul 10, 2026 | $1.06 |
BTI (GainersQtr) | Ex-Dividend | Jul 10, 2026 | $0.83 |
MDLZ (GainersQtr) | Pay Day | Jul 14, 2026 | $0.50 |
GFS (GainersQtr) | Pay Day | Jul 14, 2026 | $0.12 |
GEV (RenewableEnergy) | Pay Day | Jul 14, 2026 | $0.50 |
01093.HK (GainersQtr) | Pay Day | Jul 15, 2026 | $0.02 |
OXY (GainersQtr) | Pay Day | Jul 15, 2026 | $0.26 |
STN (GainersQtr) | Pay Day | Jul 15, 2026 | $0.18 |
TMO (CRISPR-Tech) | Pay Day | Jul 15, 2026 | $0.47 |
 EOG (GainersQtr) | Ex-Dividend | Jul 17, 2026 | $1.02 |
DIS | Pay Day | Jul 22, 2026 | $0.75 |
CSCO (GainersQtr) | Pay Day | Jul 22, 2026 | $0.42 |
 RI.PA (GainersQtr) | Ex-Dividend | Jul 22, 2026 | $2.77 |
 SSE.L (GainersQtr) | Ex-Dividend | Jul 23, 2026 | $0.63 |
SSE.L (RenewableEnergy) | Ex-Dividend | Jul 23, 2026 | $0.63 |
RI.PA (GainersQtr) | Pay Day | Jul 24, 2026 | $2.77 |
JPM (GainersQtr) | Pay Day | Jul 31, 2026 | $1.50 |
EOG (GainersQtr) | Pay Day | Jul 31, 2026 | $1.02 |
01211.HK (GainersQtr) | Pay Day | Jul 31, 2026 | $0.05 |
TRP (GainersQtr) | Pay Day | Jul 31, 2026 | $0.65 |
DE (GainersQtr) | Pay Day | Aug 10, 2026 | $1.62 |
 EQNR.OL (GainersQtr) | Ex-Dividend | Aug 13, 2026 | $0.39 |
 BG (GainersQtr) | Ex-Dividend | Aug 18, 2026 | $0.72 |
BTI | Pay Day | Aug 19, 2026 | $0.83 |
BTI (GainersQtr) | Pay Day | Aug 19, 2026 | $0.83 |
EQNR.OL (GainersQtr) | Pay Day | Aug 27, 2026 | $0.39 |
BG (GainersQtr) | Pay Day | Sep 1, 2026 | $0.72 |
SSE.L (GainersQtr) | Pay Day | Sep 17, 2026 | $0.63 |
SSE.L (RenewableEnergy) | Pay Day | Sep 17, 2026 | $0.63 |
Performance Metrics
Score 7/10
Beta
1.07
1.07
0
0.8
1.2
0
2
Sharpe Ratio
0.81
0.81
0
0.5
1
1.5
1.5
Sortino Ratio
1.59
1.59
0
1
2
3
3
Jensen's Alpha
4.42
4.42
-2
0
2
5
5
Omega Ratio
1.53
1.53
0
1
1.5
2.5
2.5
Treynor Ratio
1.33
1.33
0
0.75
1.25
2
2
Information Ratio
0.48
0.48
0
0.3
0.6
1
1
Calmar Ratio
0.61
0.61
0
0.3
0.6
1
1
Beta
1.07
1.07
0
0.8
1.2
0
2
Sharpe Ratio
0.81
0.81
0
0.5
1
1.5
1.5
Sortino Ratio
1.59
1.59
0
1
2
3
3
Jensen's Alpha
4.42
4.42
-2
0
2
5
5
Omega Ratio
1.53
1.53
0
1
1.5
2.5
2.5
Treynor Ratio
1.33
1.33
0
0.75
1.25
2
2
Information Ratio
0.48
0.48
0
0.3
0.6
1
1
Calmar Ratio
0.61
0.61
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
19.34
High:
MASI
122.69MASILow:
LMND
-27.75LMNDDetails
PEG Ratio
113.99
High:DUK
207.89DUKLow:LMND
-71.64LMNDDetails
Price/Book
2.65
High:
NIO
20.33NIOLow:NVTKL.L
0.01NVTKL.LDetails
Price/Sales
4.36
High:SCCO
11.07SCCOLow:
FVRR
0.88FVRRDetails
Price/CF
17.86
High:LMND
158.9LMNDLow:FVRR
3.53FVRRDetails
Price/FCF
53.05
High:XOM
456.41XOMLow:FVRR
3.55FVRRDetails
P/E Ratio
19.34
High:MASI
122.69MASILow:LMND
-27.75LMNDDetails
PEG Ratio
113.99
High:DUK
207.89DUKLow:LMND
-71.64LMNDDetails
Price/Book
2.65
High:NIO
20.33NIOLow:NVTKL.L
0.01NVTKL.LDetails
Price/Sales
4.36
High:SCCO
11.07SCCOLow:FVRR
0.88FVRRDetails
Price/CF
17.86
High:LMND
158.9LMNDLow:FVRR
3.53FVRRDetails
Price/FCF
53.05
High:XOM
456.41XOMLow:FVRR
3.55FVRRDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-31.37% | Nov 2021 | Mar 2024 | 28 |
-16.57% | Feb 2020 | May 2020 | 3 |
-10.14% | Sep 2020 | Nov 2020 | 2 |
-5.66% | Dec 2024 | Jun 2025 | 6 |
-4.47% | Mar 2026 | Apr 2026 | 1 |
-3.51% | Apr 2024 | May 2024 | 1 |
-3.27% | Sep 2021 | Oct 2021 | 1 |
-2.36% | Jun 2026 | - | 1 |
-1.85% | Jul 2021 | Aug 2021 | 1 |
-1.64% | Oct 2024 | Nov 2024 | 1 |
-1.18% | Dec 2019 | Jan 2020 | 1 |
-0.44% | Nov 2025 | Jan 2026 | 2 |
-0.24% | Mar 2021 | Apr 2021 | 1 |
-0.14% | Aug 2019 | Sep 2019 | 1 |