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+6.29%
This Month
+4.16%
Year To Date
+39.56%
2 Years
+48.36%
5 Years
+239.33%
10 Years
+20.39%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🧩 Miscellaneous32.08%
- 📊 ETFs27.04%
- 👥 Copy Trading20.9%
- 💰 Finance8.84%
- 🖥️ Technology Services3.7%
- ⚡ Utilities3.55%
- ⛏️ Energy Minerals1.63%
- 🧬 Health Technology0.55%
- 💇♀️ Consumer Services0.53%
- 🪙 Cryptocurrencies0.37%
- 🍞 Consumer Non Durables0.34%
- 💼 Commercial Services0.32%
- 🚗 Consumer Durables0.14%
- 💵 Cash0%
- 🛠️ Producer Manufacturing0%
- 🛍️ Retail Trade0%
- ❓ Other0%
- 🧪 Process Industries0%
- 🪨 Non Energy Minerals0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE62.61%
- 🇺🇸 Nasdaq23.27%
- 🇺🇸 Chicago Board Options Exchange5.68%
- 🇩🇪 Xetra ETFs1.5%
- 🇬🇧 LSE1.37%
- 🇩🇪 FRA0.61%
- 🌍 Digital Currency0.48%
- 🇮🇹 Borsa Italiana0.4%
- 🇫🇷 Euronext Paris0.37%
- 🇭🇰 Hong Kong Exchanges0.34%
- 🇪🇸 Bolsa De Madrid0.26%
- 🇳🇱 Euronext Amsterdam0.22%
- 🇨🇭 SIX0.1%
- 🌍 Commodity0.09%
- 🇳🇴 Oslo Stock Exchange0.07%
- 🇦🇺 Sydney0.03%
- 🇩🇰 Copenhagen Stock Exchange0.02%
- 🇧🇪 Euronext Brussels0.01%
- Abu Dhabi0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States29.31%
- 🇬🇧 United Kingdom1.5%
- 🇨🇳 China0.91%
- 🇩🇪 Germany0.61%
- 🇫🇷 France0.4%
- 🇮🇱 Israel0.29%
- 🇳🇱 Netherlands0.27%
- 🇪🇸 Spain0.26%
- 🇮🇹 Italy0.2%
- 🇱🇺 Luxembourg0.19%
- 🇸🇬 Singapore0.19%
- 🇹🇼 Taiwan0.17%
- 🇨🇭 Switzerland0.14%
- 🇯🇵 Japan0.08%
- 🇳🇴 Norway0.07%
- 🇩🇰 Denmark0.06%
- 🇺🇾 Uruguay0.04%
- 🇦🇺 Australia0.03%
- 🇨🇦 Canada0.02%
- 🇮🇳 India0.01%
- 🇨🇿 Czech Republic0.01%
- 🇧🇪 Belgium0.01%
- 🇧🇷 Brazil0%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
0.76%
16 out of 35 instruments pay dividend.
34 dividend payments in the next 30 days.
Highest Dividend: $NVTKL.L (109.46%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 SPY | 0.18% | 1.04% | - |
 GainersQtr | 0.16% | 1.38% | - |
 DUK | 0.12% | 3.3% | $4.1 |
 DIA.US | 0.08% | 1.42% | - |
 RenewableEnergy | 0.06% | 1.28% | - |
 XOM | 0.04% | 2.73% | $3.76 |
 QQQ | 0.04% | 0.43% | - |
 MSFT | 0.03% | 0.85% | $3 |
 BTI | 0.02% | 5.8% | $2.92 |
 InTheGame | 0.01% | 0.28% | - |
 DIS | 0.01% | 1.41% | $0.75 |
 CRISPR-Tech | 0.01% | 0.75% | - |
 PYPL | 0% | 0.55% | - |
 NVTKL.L | 0% | 109.46% | - |
 SOLS | 0% | -0.09% | - |
 SCCO | 0% | -1.75% | $-3.76 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 CSCO (GainersQtr) | Pay Day | Apr 22, 2026 | $0.42 |
 NESN.ZU (GainersQtr) | Pay Day | Apr 22, 2026 | $3.96 |
 BA.L (GainersQtr) | Ex-Dividend | Apr 23, 2026 | $0.31 |
 PG (GainersQtr) | Ex-Dividend | Apr 24, 2026 | $1.09 |
 ORCL (GainersQtr) | Pay Day | Apr 24, 2026 | $0.50 |
 MC.PA (GainersQtr) | Ex-Dividend | Apr 28, 2026 | $8.60 |
 JD.US (GainersQtr) | Pay Day | Apr 29, 2026 | $1.00 |
MC.PA (GainersQtr) | Pay Day | Apr 30, 2026 | $8.60 |
 EOG (GainersQtr) | Pay Day | Apr 30, 2026 | $1.02 |
 MO (GainersQtr) | Pay Day | Apr 30, 2026 | $1.06 |
 EIX (GainersQtr) | Pay Day | Apr 30, 2026 | $0.88 |
 TRGP (GainersQtr) | Ex-Dividend | Apr 30, 2026 | $1.25 |
 NI (GainersQtr) | Ex-Dividend | Apr 30, 2026 | $0.30 |
 EME (GainersQtr) | Pay Day | Apr 30, 2026 | $0.40 |
 HSBA.L (GainersQtr) | Pay Day | Apr 30, 2026 | $0.45 |
 GRG.L (GainersQtr) | Ex-Dividend | Apr 30, 2026 | $0.67 |
 O (GainersQtr) | Ex-Dividend | Apr 30, 2026 | $0.27 |
 MRVL (GainersQtr) | Pay Day | Apr 30, 2026 | $0.06 |
 LNT (GainersQtr) | Ex-Dividend | Apr 30, 2026 | $0.54 |
 TRP (GainersQtr) | Pay Day | Apr 30, 2026 | $0.65 |
LNT (RenewableEnergy) | Ex-Dividend | Apr 30, 2026 | $0.54 |
 VZ (GainersQtr) | Pay Day | May 1, 2026 | $0.71 |
 GIS (GainersQtr) | Pay Day | May 1, 2026 | $0.61 |
 BMY (GainersQtr) | Pay Day | May 1, 2026 | $0.63 |
 ETR (GainersQtr) | Ex-Dividend | May 1, 2026 | $0.64 |
ETR (RenewableEnergy) | Ex-Dividend | May 1, 2026 | $0.64 |
BMY (CRISPR-Tech) | Pay Day | May 1, 2026 | $0.63 |
 BAS.DE (GainersQtr) | Ex-Dividend | May 4, 2026 | $2.62 |
 SAN.PA (GainersQtr) | Ex-Dividend | May 5, 2026 | $4.84 |
 NWG.L (GainersQtr) | Pay Day | May 5, 2026 | $0.31 |
 IMCD.NV (GainersQtr) | Ex-Dividend | May 5, 2026 | $2.14 |
BAS.DE (GainersQtr) | Pay Day | May 6, 2026 | $2.62 |
 SAP.DE (GainersQtr) | Ex-Dividend | May 6, 2026 | $2.95 |
 EQT (GainersQtr) | Ex-Dividend | May 6, 2026 | $0.17 |
SAN.PA (GainersQtr) | Pay Day | May 7, 2026 | $4.84 |
 FE (GainersQtr) | Ex-Dividend | May 7, 2026 | $0.47 |
SAP.DE (GainersQtr) | Pay Day | May 8, 2026 | $2.95 |
 RNO.PA (GainersQtr) | Ex-Dividend | May 8, 2026 | $2.60 |
 PHP.L (GainersQtr) | Pay Day | May 8, 2026 | $0.02 |
IMCD.NV (GainersQtr) | Pay Day | May 8, 2026 | $2.14 |
RNO.PA (GainersQtr) | Pay Day | May 12, 2026 | $2.60 |
 WTRG (GainersQtr) | Ex-Dividend | May 12, 2026 | $0.34 |
 ED (GainersQtr) | Ex-Dividend | May 13, 2026 | $0.89 |
 EQNR.OL (GainersQtr) | Ex-Dividend | May 13, 2026 | $0.39 |
 WEC (GainersQtr) | Ex-Dividend | May 14, 2026 | $0.95 |
 CNA.L (GainersQtr) | Pay Day | May 14, 2026 | $0.05 |
 TSCO.L (GainersQtr) | Ex-Dividend | May 14, 2026 | $0.13 |
PG (GainersQtr) | Pay Day | May 15, 2026 | $1.09 |
TRGP (GainersQtr) | Pay Day | May 15, 2026 | $1.25 |
 0700.HK (GainersQtr) | Ex-Dividend | May 15, 2026 | $0.68 |
O (GainersQtr) | Pay Day | May 15, 2026 | $0.27 |
LNT (GainersQtr) | Pay Day | May 15, 2026 | $0.54 |
LNT (RenewableEnergy) | Pay Day | May 15, 2026 | $0.54 |
 AMGN (CRISPR-Tech) | Ex-Dividend | May 15, 2026 | $2.52 |
0700.HK (InTheGame) | Ex-Dividend | May 15, 2026 | $0.68 |
 AI.PA (GainersQtr) | Ex-Dividend | May 18, 2026 | $4.35 |
 ISP.MI (GainersQtr) | Ex-Dividend | May 18, 2026 | $2.25 |
 TEN.MI (GainersQtr) | Ex-Dividend | May 18, 2026 | $0.60 |
 PSX (GainersQtr) | Ex-Dividend | May 18, 2026 | $1.27 |
 WBD.MI (GainersQtr) | Ex-Dividend | May 18, 2026 | $0.09 |
 DOC (GainersQtr) | Ex-Dividend | May 18, 2026 | $0.10 |
AI.PA (GainersQtr) | Pay Day | May 20, 2026 | $4.35 |
ISP.MI (GainersQtr) | Pay Day | May 20, 2026 | $2.25 |
TEN.MI (GainersQtr) | Pay Day | May 20, 2026 | $0.60 |
NI (GainersQtr) | Pay Day | May 20, 2026 | $0.30 |
WBD.MI (GainersQtr) | Pay Day | May 20, 2026 | $0.09 |
MSFT | Ex-Dividend | May 21, 2026 | $0.91 |
MSFT (GainersQtr) | Ex-Dividend | May 21, 2026 | $0.91 |
 CNH.US (GainersQtr) | Ex-Dividend | May 21, 2026 | $0.10 |
 CNP (GainersQtr) | Ex-Dividend | May 21, 2026 | $0.23 |
MSFT (InTheGame) | Ex-Dividend | May 21, 2026 | $0.91 |
 JNJ (GainersQtr) | Ex-Dividend | May 26, 2026 | $1.34 |
JNJ (CRISPR-Tech) | Ex-Dividend | May 26, 2026 | $1.34 |
 GAW.L (GainersQtr) | Pay Day | May 27, 2026 | $1.48 |
EQNR.OL (GainersQtr) | Pay Day | May 27, 2026 | $0.39 |
 DLO (GainersQtr) | Ex-Dividend | May 27, 2026 | $0.19 |
 IBE.MC (RenewableEnergy) | Ex-Dividend | May 28, 2026 | $0.01 |
CNH.US (GainersQtr) | Pay Day | May 29, 2026 | $0.10 |
GRG.L (GainersQtr) | Pay Day | May 29, 2026 | $0.67 |
DOC (GainersQtr) | Pay Day | May 29, 2026 | $0.10 |
PSX (GainersQtr) | Pay Day | Jun 1, 2026 | $1.27 |
FE (GainersQtr) | Pay Day | Jun 1, 2026 | $0.47 |
ETR (GainersQtr) | Pay Day | Jun 1, 2026 | $0.64 |
WEC (GainersQtr) | Pay Day | Jun 1, 2026 | $0.95 |
0700.HK (GainersQtr) | Pay Day | Jun 1, 2026 | $0.68 |
EQT (GainersQtr) | Pay Day | Jun 1, 2026 | $0.17 |
WTRG (GainersQtr) | Pay Day | Jun 1, 2026 | $0.34 |
IBE.MC (RenewableEnergy) | Pay Day | Jun 1, 2026 | $0.01 |
ETR (RenewableEnergy) | Pay Day | Jun 1, 2026 | $0.64 |
0700.HK (InTheGame) | Pay Day | Jun 1, 2026 | $0.68 |
 QCOM (GainersQtr) | Ex-Dividend | Jun 4, 2026 | $0.92 |
 DGE.L (GainersQtr) | Pay Day | Jun 4, 2026 | $0.20 |
BA.L (GainersQtr) | Pay Day | Jun 4, 2026 | $0.31 |
 DEO (GainersQtr) | Pay Day | Jun 4, 2026 | $0.80 |
QCOM (InTheGame) | Ex-Dividend | Jun 4, 2026 | $0.92 |
AMGN (CRISPR-Tech) | Pay Day | Jun 5, 2026 | $2.52 |
JNJ (GainersQtr) | Pay Day | Jun 9, 2026 | $1.34 |
JNJ (CRISPR-Tech) | Pay Day | Jun 9, 2026 | $1.34 |
 NJR (GainersQtr) | Ex-Dividend | Jun 10, 2026 | $0.47 |
DLO (GainersQtr) | Pay Day | Jun 10, 2026 | $0.19 |
MSFT | Pay Day | Jun 11, 2026 | $0.91 |
MSFT (GainersQtr) | Pay Day | Jun 11, 2026 | $0.91 |
CNP (GainersQtr) | Pay Day | Jun 11, 2026 | $0.23 |
 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 |
 RKT.L (GainersQtr) | Pay Day | Jun 12, 2026 | $1.70 |
ED (GainersQtr) | Pay Day | Jun 15, 2026 | $0.89 |
 G24.DE (GainersQtr) | Ex-Dividend | Jun 18, 2026 | $1.73 |
 SRG.MI (GainersQtr) | Ex-Dividend | Jun 22, 2026 | $0.21 |
G24.DE (GainersQtr) | Pay Day | Jun 22, 2026 | $1.73 |
 STMPA.PA (GainersQtr) | Ex-Dividend | Jun 22, 2026 | $0.09 |
SRG.MI (GainersQtr) | Pay Day | Jun 24, 2026 | $0.21 |
STMPA.PA (GainersQtr) | Pay Day | Jun 24, 2026 | $0.09 |
QCOM (GainersQtr) | Pay Day | Jun 25, 2026 | $0.92 |
QCOM (InTheGame) | Pay Day | Jun 25, 2026 | $0.92 |
TSCO.L (GainersQtr) | Pay Day | Jun 26, 2026 | $0.13 |
 RED.MC (GainersQtr) | Ex-Dividend | Jun 29, 2026 | $0.70 |
DIS | Ex-Dividend | Jun 30, 2026 | $0.75 |
 TTE.PA (GainersQtr) | Ex-Dividend | Jun 30, 2026 | $1.01 |
 2628.HK (GainersQtr) | Ex-Dividend | Jun 30, 2026 | $0.09 |
RED.MC (GainersQtr) | Pay Day | Jul 1, 2026 | $0.70 |
NJR (GainersQtr) | Pay Day | Jul 1, 2026 | $0.47 |
TTE.PA (GainersQtr) | Pay Day | Jul 2, 2026 | $1.01 |
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 |
BTI (GainersQtr) | Ex-Dividend | Jul 10, 2026 | $0.83 |
DIS | Pay Day | Jul 22, 2026 | $0.75 |
 RI.PA (GainersQtr) | Ex-Dividend | Jul 22, 2026 | $2.77 |
RI.PA (GainersQtr) | Pay Day | Jul 24, 2026 | $2.77 |
BTI | Pay Day | Aug 19, 2026 | $0.83 |
BTI (GainersQtr) | Pay Day | Aug 19, 2026 | $0.83 |
2628.HK (GainersQtr) | Pay Day | Aug 20, 2026 | $0.09 |
Performance Metrics
Score 6.9/10
Beta
1.09
1.09
0
0.8
1.2
0
2
Sharpe Ratio
0.77
0.77
0
0.5
1
1.5
1.5
Sortino Ratio
1.51
1.51
0
1
2
3
3
Jensen's Alpha
4.86
4.86
-2
0
2
5
5
Omega Ratio
1.61
1.61
0
1
1.5
2.5
2.5
Treynor Ratio
1.25
1.25
0
0.75
1.25
2
2
Information Ratio
0.53
0.53
0
0.3
0.6
1
1
Calmar Ratio
0.58
0.58
0
0.3
0.6
1
1
Beta
1.09
1.09
0
0.8
1.2
0
2
Sharpe Ratio
0.77
0.77
0
0.5
1
1.5
1.5
Sortino Ratio
1.51
1.51
0
1
2
3
3
Jensen's Alpha
4.86
4.86
-2
0
2
5
5
Omega Ratio
1.61
1.61
0
1
1.5
2.5
2.5
Treynor Ratio
1.25
1.25
0
0.75
1.25
2
2
Information Ratio
0.53
0.53
0
0.3
0.6
1
1
Calmar Ratio
0.58
0.58
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
20.02
High:SCCO
37.41SCCOLow:
MASI
-64.32MASIDetails
PEG Ratio
87.11
High:DUK
183.22DUKLow:
LMND
-148.74LMNDDetails
Price/Book
2.62
High:
NIO
27.69NIOLow:NVTKL.L
0.01NVTKL.LDetails
Price/Sales
4.32
High:SCCO
12.24SCCOLow:
FVRR
0.91FVRRDetails
Price/CF
20.78
High:MASI
30.48MASILow:FVRR
6.53FVRRDetails
Price/FCF
55.41
High:SCCO
127.7SCCOLow:FVRR
6.57FVRRDetails
P/E Ratio
20.02
High:SCCO
37.41SCCOLow:MASI
-64.32MASIDetails
PEG Ratio
87.11
High:DUK
183.22DUKLow:LMND
-148.74LMNDDetails
Price/Book
2.62
High:NIO
27.69NIOLow:NVTKL.L
0.01NVTKL.LDetails
Price/Sales
4.32
High:SCCO
12.24SCCOLow:FVRR
0.91FVRRDetails
Price/CF
20.78
High:MASI
30.48MASILow:FVRR
6.53FVRRDetails
Price/FCF
55.41
High:SCCO
127.7SCCOLow:FVRR
6.57FVRRDetails
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 |
-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 |