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+1.67%
Today
+2.32%
This Month
+6.74%
Year To Date
+64.69%
2 Years
+86.16%
5 Years
+8.91%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💇♀️ Consumer Services29.85%
- 🖥️ Technology Services22.57%
- 👥 Copy Trading14.87%
- 💵 Cash9.57%
- 🌾 Commodities6.9%
- 💼 Commercial Services5.03%
- 💰 Finance4.45%
- 🚗 Consumer Durables1.75%
- 💻 Electronic Technology1.67%
- 🛍️ Retail Trade0.45%
- 🪙 Cryptocurrencies0.41%
- 🧪 Process Industries0.11%
- ⛏️ Energy Minerals0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq39.64%
- 🇺🇸 NYSE36.77%
- 🌍 Commodity6.9%
- 🇬🇧 LSE1.38%
- 🇫🇷 Euronext Paris0.84%
- 🇸🇪 Stockholm Stock Exchange0.42%
- 🌍 Digital Currency0.41%
- 🇳🇱 Euronext Amsterdam0.41%
- 🇩🇰 Copenhagen Stock Exchange0.2%
- 🇮🇹 Borsa Italiana0.17%
- 🇩🇪 FRA0.14%
- 🇧🇪 Euronext Brussels0.13%
- 🇨🇭 SIX0.12%
- 🇪🇸 Bolsa De Madrid0.11%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States71.12%
- 🇬🇧 United Kingdom2.22%
- 🇯🇵 Japan2.17%
- 🇫🇷 France0.84%
- 🇳🇱 Netherlands0.69%
- 🇧🇷 Brazil0.62%
- 🇮🇱 Israel0.5%
- 🇨🇳 China0.29%
- 🇨🇦 Canada0.25%
- 🇸🇪 Sweden0.23%
- 🇩🇰 Denmark0.2%
- 🇨🇴 Colombia0.2%
- 🇫🇮 Finland0.19%
- 🇮🇹 Italy0.17%
- 🇩🇪 Germany0.14%
- 🇧🇪 Belgium0.13%
- 🇨🇭 Switzerland0.12%
- 🇪🇸 Spain0.11%
- 🇹🇼 Taiwan0.1%
- 🇺🇾 Uruguay0.03%
- 🇮🇪 Ireland0.01%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
1.01%
12 out of 19 instruments pay dividend.
22 dividend payments in the next 30 days.
Highest Dividend: $NVTKL.L (109.46%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 SCI | 0.47% | 1.57% | $1.18 |
 triangulacapital | 0.11% | 4.44% | - |
 GOOG | 0.1% | 0.46% | $0.2 |
 Private-Equity | 0.07% | 2.24% | - |
 AmitKup | 0.07% | 3.48% | - |
 Drcmart | 0.06% | 3.3% | - |
 Cancer-Med | 0.06% | 1.01% | - |
 HMC | 0.03% | 4.14% | $0.65 |
 INTC | 0.02% | 2.47% | $0.5 |
 TM | 0.02% | 3.12% | $4.64 |
 SONY | 0% | 0.37% | $0.49 |
 NVTKL.L | 0% | 109.46% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
GOOG | Ex-Dividend | Jun 9, 2025 | $0.21 |
GOOG (Drcmart) | Ex-Dividend | Jun 9, 2025 | $0.21 |
 ZIM (Drcmart) | Pay Day | Jun 9, 2025 | $0.74 |
 CNI (Drcmart) | Ex-Dividend | Jun 9, 2025 | $0.64 |
 BDX (Cancer-Med) | Ex-Dividend | Jun 9, 2025 | $1.04 |
 XOM (Drcmart) | Pay Day | Jun 10, 2025 | $0.99 |
 JNJ (Cancer-Med) | Pay Day | Jun 10, 2025 | $1.30 |
 LLY (Cancer-Med) | Pay Day | Jun 10, 2025 | $1.50 |
 ADM (Drcmart) | Pay Day | Jun 11, 2025 | $0.51 |
HMC | Pay Day | Jun 12, 2025 | $0.70 |
 LAND.L (triangulacapital) | Ex-Dividend | Jun 12, 2025 | $0.16 |
 MSFT (Drcmart) | Pay Day | Jun 12, 2025 | $0.83 |
 BABA (Drcmart) | Ex-Dividend | Jun 12, 2025 | $0.95 |
 TSM (Drcmart) | Ex-Dividend | Jun 12, 2025 | $0.68 |
 ICG.L (Private-Equity) | Ex-Dividend | Jun 12, 2025 | $0.76 |
SCI | Ex-Dividend | Jun 13, 2025 | $0.32 |
 PFE (Cancer-Med) | Pay Day | Jun 13, 2025 | $0.43 |
 GILD (Cancer-Med) | Ex-Dividend | Jun 13, 2025 | $0.79 |
 STEP (Private-Equity) | Ex-Dividend | Jun 13, 2025 | $0.24 |
GOOG | Pay Day | Jun 16, 2025 | $0.21 |
GOOG (Drcmart) | Pay Day | Jun 16, 2025 | $0.21 |
 META (Drcmart) | Ex-Dividend | Jun 16, 2025 | $0.52 |
 MO (Drcmart) | Ex-Dividend | Jun 16, 2025 | $1.02 |
 MRK (Cancer-Med) | Ex-Dividend | Jun 16, 2025 | $0.81 |
 ARES (Private-Equity) | Ex-Dividend | Jun 16, 2025 | $1.12 |
 NOC (Drcmart) | Pay Day | Jun 18, 2025 | $2.31 |
 SW (Drcmart) | Pay Day | Jun 18, 2025 | $0.43 |
 III (Private-Equity) | Ex-Dividend | Jun 19, 2025 | $0.56 |
 HSBC (triangulacapital) | Pay Day | Jun 20, 2025 | $0.50 |
 WM (Drcmart) | Pay Day | Jun 20, 2025 | $0.82 |
 HLNE (Private-Equity) | Ex-Dividend | Jun 20, 2025 | $0.54 |
 BLK (Drcmart) | Pay Day | Jun 23, 2025 | $5.21 |
META (Drcmart) | Pay Day | Jun 26, 2025 | $0.52 |
 BATS.L (Drcmart) | Ex-Dividend | Jun 26, 2025 | $0.76 |
GILD (Cancer-Med) | Pay Day | Jun 27, 2025 | $0.79 |
SCI | Pay Day | Jun 30, 2025 | $0.32 |
CNI (Drcmart) | Pay Day | Jun 30, 2025 | $0.64 |
BDX (Cancer-Med) | Pay Day | Jun 30, 2025 | $1.04 |
 DBRG (Private-Equity) | Ex-Dividend | Jun 30, 2025 | $0.01 |
ARES (Private-Equity) | Pay Day | Jun 30, 2025 | $1.12 |
STEP (Private-Equity) | Pay Day | Jun 30, 2025 | $0.24 |
HLNE (Private-Equity) | Pay Day | Jul 7, 2025 | $0.54 |
MRK (Cancer-Med) | Pay Day | Jul 8, 2025 | $0.81 |
 PLUS.L (AmitKup) | Pay Day | Jul 9, 2025 | $0.40 |
BABA (Drcmart) | Pay Day | Jul 10, 2025 | $0.95 |
MO (Drcmart) | Pay Day | Jul 10, 2025 | $1.02 |
TSM (Drcmart) | Pay Day | Jul 10, 2025 | $0.68 |
DBRG (Private-Equity) | Pay Day | Jul 15, 2025 | $0.01 |
 SSE.L (Drcmart) | Ex-Dividend | Jul 24, 2025 | $0.58 |
LAND.L (triangulacapital) | Pay Day | Jul 25, 2025 | $0.16 |
III (Private-Equity) | Pay Day | Jul 25, 2025 | $0.56 |
BATS.L (Drcmart) | Pay Day | Aug 1, 2025 | $0.76 |
ICG.L (Private-Equity) | Pay Day | Aug 1, 2025 | $0.76 |
SSE.L (Drcmart) | Pay Day | Sep 18, 2025 | $0.58 |
 PBR (Drcmart) | Pay Day | Sep 29, 2025 | $0.11 |
 EQT.ST (Private-Equity) | Ex-Dividend | Nov 28, 2025 | $0.22 |
EQT.ST (Private-Equity) | Pay Day | Dec 4, 2025 | $0.22 |
Performance Metrics
Score 3.5/10
Beta
1.06
1.06
0
0.8
1.2
0
2
Sharpe Ratio
0.36
0.36
0
0.5
1
1.5
1.5
Sortino Ratio
0.55
0.55
0
1
2
3
3
Jensen's Alpha
-2.17
-2.17
-3
0
2
4.5
4.5
Omega Ratio
0.92
0.92
0
1
1.5
2.5
2.5
Treynor Ratio
0.68
0.68
0
0.75
1.25
2
2
Information Ratio
-0.11
-0.11
-1
0.3
0.6
1
1
Calmar Ratio
0.19
0.19
0
0.3
0.6
1
1
Beta
1.06
1.06
0
0.8
1.2
0
2
Sharpe Ratio
0.36
0.36
0
0.5
1
1.5
1.5
Sortino Ratio
0.55
0.55
0
1
2
3
3
Jensen's Alpha
-2.17
-2.17
-3
0
2
4.5
4.5
Omega Ratio
0.92
0.92
0
1
1.5
2.5
2.5
Treynor Ratio
0.68
0.68
0
0.75
1.25
2
2
Information Ratio
-0.11
-0.11
-1
0.3
0.6
1
1
Calmar Ratio
0.19
0.19
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
19.23
High:
COIN
45.76COINLow:
INTC
-4.47INTCDetails
PEG Ratio
341.55
High:COIN
898.54COINLow:
GPRO
-1.22GPRODetails
Price/Book
5.77
High:
AMZN
7.21AMZNLow:
NVTKL.L
0.01NVTKL.LDetails
Price/Sales
5.41
High:COIN
9.58COINLow:GPRO
0.14GPRODetails
Price/CF
14.39
High:GPRO
64.86GPROLow:
SONY
7.47SONYDetails
Price/FCF
29.01
High:
TLRY
123.37TLRYLow:
TM
8.98TMDetails
P/E Ratio
19.23
High:COIN
45.76COINLow:INTC
-4.47INTCDetails
PEG Ratio
341.55
High:COIN
898.54COINLow:GPRO
-1.22GPRODetails
Price/Book
5.77
High:AMZN
7.21AMZNLow:NVTKL.L
0.01NVTKL.LDetails
Price/Sales
5.41
High:COIN
9.58COINLow:GPRO
0.14GPRODetails
Price/CF
14.39
High:GPRO
64.86GPROLow:SONY
7.47SONYDetails
Price/FCF
29.01
High:TLRY
123.37TLRYLow:TM
8.98TMDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-45.66% | Nov 2021 | Nov 2024 | 36 |
-23.55% | Feb 2020 | Aug 2020 | 6 |
-7.62% | May 2021 | Aug 2021 | 3 |
-6.77% | Feb 2025 | May 2025 | 3 |
-5.9% | Sep 2021 | Oct 2021 | 1 |
-3.65% | Sep 2020 | Nov 2020 | 2 |
-1.38% | Dec 2024 | Jan 2025 | 1 |