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+4.88%
This Month
+14.36%
Year To Date
+62.94%
2 Years
+33.71%
5 Years
+351.46%
10 Years
+18.61%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading29.47%
- ⛏️ Energy Minerals20.17%
- 🚚 Transportation10.11%
- 💵 Cash9.45%
- 🖥️ Technology Services6.13%
- 🧬 Health Technology5.26%
- 📊 ETFs5.2%
- 🛍️ Retail Trade4.44%
- 🚗 Consumer Durables2.37%
- 📡 Communications1.52%
- 🪙 Cryptocurrencies1.22%
- 💼 Commercial Services1.13%
- 💰 Finance0.87%
- 🏥 Health Services0.76%
- 🍞 Consumer Non Durables0.63%
- 🪨 Non Energy Minerals0.56%
- 🧩 Miscellaneous0.53%
- ❓ Other0.33%
- 💇♀️ Consumer Services0.27%
- 🏭 Industrial Services0.2%
- ⚡ Utilities0.17%
- 🧪 Process Industries0.15%
- 💻 Electronic Technology0.1%
- 📦 Distribution Services0.09%
- 🛠️ Producer Manufacturing0.06%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq31.52%
- 🇺🇸 NYSE18.26%
- 🇬🇧 LSE16.19%
- LSE_AIM4.84%
- 🌍 Digital Currency4.53%
- 🇭🇰 Hong Kong Exchanges3.97%
- 🇩🇪 FRA3.33%
- 🇩🇰 Copenhagen Stock Exchange2.57%
- 🇮🇹 Borsa Italiana1.52%
- 🇺🇸 Chicago Board Options Exchange1.14%
- 🇨🇭 SIX0.62%
- 🇫🇷 Euronext Paris0.47%
- 🇳🇱 Euronext Amsterdam0.36%
- 🇸🇪 Stockholm Stock Exchange0.11%
- 🇦🇪 Dubai Financial Market0.1%
- Tokyo Stock Exchange0.1%
- 🇳🇴 Oslo Stock Exchange0.07%
- 🇪🇸 Bolsa De Madrid0.06%
- Regular Trading Hours - RTH0.05%
- 🇫🇮 Helsinki Stock Exchange0.04%
- 🇧🇪 Euronext Brussels0.02%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States26.39%
- 🇬🇧 United Kingdom20.2%
- 🇬🇷 Greece10.08%
- 🇨🇳 China4.55%
- 🇩🇪 Germany3.33%
- 🇩🇰 Denmark2.64%
- 🇧🇷 Brazil1.91%
- 🇮🇹 Italy1.52%
- 🇨🇭 Switzerland1.17%
- 🇺🇾 Uruguay1.13%
- 🇨🇦 Canada1.06%
- 🇹🇼 Taiwan0.77%
- 🇮🇱 Israel0.64%
- 🇮🇪 Ireland0.6%
- 🇳🇱 Netherlands0.56%
- 🇫🇷 France0.46%
- 🇭🇰 Hong Kong0.45%
- 🇦🇷 Argentina0.37%
- 🇸🇪 Sweden0.16%
- 🇰🇷 South Korea0.15%
- 🇪🇸 Spain0.08%
- 🇳🇴 Norway0.07%
- 🇯🇵 Japan0.04%
- 🇫🇮 Finland0.04%
- 🇱🇺 Luxembourg0.04%
- 🇧🇪 Belgium0.02%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
1.65%
57 out of 117 instruments pay dividend.
5 dividend payments in the next 30 days.
Highest Dividend: $ABR (20.98%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 HBR.L | 0.53% | 8.18% | $0.2 |
 ENQ.L | 0.22% | 3.05% | - |
 NOVO-B.CO | 0.09% | 3.61% | $9.4 |
 Sergius95 | 0.07% | 2.64% | - |
 PFE | 0.06% | 6.91% | $1.66 |
 JeppeKirkBonde | 0.06% | 0.89% | - |
 PBR.A | 0.05% | 5.83% | $2.21 |
 BMW.DE | 0.04% | 7.62% | $6 |
 Wesl3y | 0.04% | 0.69% | - |
 VZ | 0.04% | 6.42% | $2.66 |
 VOW3.DE | 0.04% | 7.24% | $9.06 |
 PBR | 0.03% | 5.19% | $1.73 |
 0941.HK | 0.03% | 6.53% | $4.83 |
 9988.HK | 0.03% | 0.88% | $0.98 |
 VALE | 0.02% | 6.38% | $1.33 |
 T.US | 0.02% | 4.98% | $1.11 |
 P911.DE | 0.02% | 2.26% | $2.31 |
 jaynemesis | 0.02% | 0.7% | - |
 MarianoPardo | 0.02% | 0.38% | - |
 9618.HK | 0.02% | 3.23% | $2.97 |
 BMY | 0.02% | 4.13% | $2.34 |
 NKE | 0.01% | 3.79% | $1.45 |
 GGAL | 0.01% | 3.7% | $1.57 |
 ABR | 0.01% | 20.98% | $1.72 |
 UNH | 0.01% | 2.06% | $7.74 |
 BP.L | 0.01% | 4.7% | $0.23 |
 MSFT | 0.01% | 0.92% | $3 |
 MPT | 0.01% | 7.19% | $0.6 |
 MBG.DE | 0.01% | 7.83% | $5.3 |
 WU | 0.01% | 11.1% | $0.94 |
 AES | 0.01% | 4.76% | $0.68 |
 thomaspj | 0.01% | 0.67% | - |
 Michalhla | 0.01% | 0.63% | - |
 TROW | 0.01% | 4.43% | $4.92 |
 DLO | 0.01% | 1.33% | - |
 UVV | 0.01% | 6.23% | $3.21 |
 DIS | 0% | 1.56% | $0.75 |
 GOOG | 0% | 0.24% | $0.2 |
 BAS.DE | 0% | 4.69% | $3.4 |
 PYPL | 0% | 0.75% | - |
 BAYN.DE | 0% | 0.23% | $0.11 |
 FR.PA | 0% | 3.36% | $0.4 |
 UPS | 0% | 5.66% | $6.5 |
 KRO | 0% | 2.97% | $0.76 |
 FNF | 0% | 4.06% | $1.89 |
 LEG | 0% | 1.87% | $1.43 |
 CCI | 0% | 5.58% | $6.26 |
 TGT | 0% | 3.32% | $4.42 |
 AMGN | 0% | 2.7% | $8.76 |
 misterg23 | 0% | 0.04% | - |
 TM | 0% | 2.97% | $4.64 |
 MC.PA | 0% | 2.72% | $13 |
 CC.US | 0% | 1.95% | $1 |
 KER.PA | 0% | 1.2% | $14 |
 ISF.L | 0% | 0.03% | - |
 SCCO | 0% | -1.92% | $-3.76 |
 FG | 0% | -3.21% | $-0.83 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 VOD.L (Sergius95) | Pay Day | Jul 30, 2026 | $0.03 |
 JPM (MarianoPardo) | Pay Day | Jul 31, 2026 | $1.50 |
JPM (JeppeKirkBonde) | Pay Day | Jul 31, 2026 | $1.50 |
JPM (thomaspj) | Pay Day | Jul 31, 2026 | $1.50 |
UVV | Pay Day | Aug 3, 2026 | $0.83 |
Performance Metrics
Score 6.7/10
Beta
1.14
1.14
0
0.8
1.2
0
2
Sharpe Ratio
0.37
0.37
0
0.5
1
1.5
1.5
Sortino Ratio
1.78
1.78
0
1
2
3
3
Jensen's Alpha
27.87
27.87
-2
0
2
28
28
Omega Ratio
1.76
1.76
0
1
1.5
2.5
2.5
Treynor Ratio
2.77
2.77
0
0.75
1.25
3
3
Information Ratio
0.26
0.26
0
0.3
0.6
1
1
Calmar Ratio
0.28
0.28
0
0.3
0.6
1
1
Beta
1.14
1.14
0
0.8
1.2
0
2
Sharpe Ratio
0.37
0.37
0
0.5
1
1.5
1.5
Sortino Ratio
1.78
1.78
0
1
2
3
3
Jensen's Alpha
27.87
27.87
-2
0
2
28
28
Omega Ratio
1.76
1.76
0
1
1.5
2.5
2.5
Treynor Ratio
2.77
2.77
0
0.75
1.25
3
3
Information Ratio
0.26
0.26
0
0.3
0.6
1
1
Calmar Ratio
0.28
0.28
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
23.09
High:KER.PA
422.76KER.PALow:
BIDU
-5,065.95BIDUDetails
PEG Ratio
41
High:
NOW
471.47NOWLow:
HROW
-305.24HROWDetails
Price/Book
4.91
High:HROW
55.15HROWLow:CCI
-18.09CCIDetails
Price/Sales
4.14
High:
CRSP
1,248.92CRSPLow:
RKH.L
-RKH.LDetails
Price/CF
15.46
High:HROW
86.34HROWLow:FG
0.68FGDetails
Price/FCF
61.83
High:9988.HK
2,771.019988.HKLow:FG
0.7FGDetails
P/E Ratio
23.09
High:KER.PA
422.76KER.PALow:BIDU
-5,065.95BIDUDetails
PEG Ratio
41
High:NOW
471.47NOWLow:HROW
-305.24HROWDetails
Price/Book
4.91
High:HROW
55.15HROWLow:CCI
-18.09CCIDetails
Price/Sales
4.14
High:CRSP
1,248.92CRSPLow:RKH.L
-RKH.LDetails
Price/CF
15.46
High:HROW
86.34HROWLow:FG
0.68FGDetails
Price/FCF
61.83
High:9988.HK
2,771.019988.HKLow:FG
0.7FGDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-67.93% | Jan 2018 | Sep 2025 | 92 |
-6.34% | Oct 2017 | Nov 2017 | 1 |
-5.68% | Jun 2026 | - | 2 |
-3.13% | Nov 2025 | Jan 2026 | 2 |
-0.89% | Mar 2026 | Apr 2026 | 1 |