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+0.57%
Today
+5.19%
This Month
+15.99%
Year To Date
+30.23%
2 Years
+39.91%
5 Years
+20.1%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash27.43%
- 👥 Copy Trading25.84%
- 🪙 Cryptocurrencies14.8%
- 🛠️ Producer Manufacturing7.58%
- 🍞 Consumer Non Durables6.5%
- 🧬 Health Technology3.15%
- 🚗 Consumer Durables2.63%
- 🖥️ Technology Services1.87%
- 📊 ETFs1.82%
- 🏭 Industrial Services1.72%
- 💻 Electronic Technology1.71%
- 💇♀️ Consumer Services1.07%
- ⚡ Utilities0.81%
- 🚚 Transportation0.57%
- 🧪 Process Industries0.47%
- 📈 Indexes0.24%
- 🛍️ Retail Trade0.1%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency18.08%
- 🇺🇸 NYSE12.61%
- 🇺🇸 Nasdaq10.89%
- 🇩🇪 FRA9.07%
- 🇭🇰 Hong Kong Exchanges2.57%
- 🇫🇷 Euronext Paris2.54%
- 🇨🇭 SIX2.17%
- 🇬🇧 LSE1.69%
- 🇳🇱 Euronext Amsterdam1.28%
- 🇮🇹 Borsa Italiana1.04%
- 🇩🇰 Copenhagen Stock Exchange0.81%
- 🇸🇪 Stockholm Stock Exchange0.59%
- 🌍 FX0.37%
- 🌍 CFD0.24%
- 🇳🇴 Oslo Stock Exchange0.21%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States16.61%
- 🇩🇪 Germany9.07%
- 🇬🇧 United Kingdom3.53%
- 🇨🇳 China3.07%
- 🇫🇷 France2.54%
- 🇨🇭 Switzerland2.17%
- 🇨🇦 Canada1.89%
- 🇳🇱 Netherlands1.28%
- 🇮🇹 Italy1.04%
- 🇩🇰 Denmark0.81%
- 🇫🇮 Finland0.59%
- 🇧🇷 Brazil0.51%
- 🇮🇱 Israel0.35%
- 🇳🇴 Norway0.21%
Dividends
Dividend Yield
1.05%
28 out of 55 instruments pay dividend.
6 dividend payments in the next 30 days.
Highest Dividend: $MBG.DE (8.33%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 triangulacapital | 0.37% | 4.7% | - |
 SIE.DE | 0.07% | 2.39% | $4.7 |
 NESN.ZU | 0.07% | 3.97% | $3 |
 PFE | 0.06% | 6.94% | $1.66 |
 BMW.DE | 0.06% | 5.09% | $6 |
 thomaspj | 0.06% | 0.73% | - |
 PEP | 0.04% | 4.07% | $5.15 |
 MBG.DE | 0.04% | 8.33% | $5.3 |
 PAH3.DE | 0.04% | 5.62% | $2.56 |
 UPS | 0.04% | 6.58% | $6.5 |
 VGK | 0.03% | 2.89% | - |
 01211.HK | 0.03% | 1.18% | $3.41 |
 NKE | 0.03% | 2.18% | $1.45 |
 PUM.DE | 0.02% | 2.73% | $0.82 |
 EL | 0.02% | 1.98% | $2.64 |
 JNJ | 0.01% | 3.05% | $4.81 |
 KVUE | 0.01% | 3.75% | $0.8 |
 HEN3.DE | 0.01% | 3% | $1.85 |
 MC.PA | 0.01% | 2.72% | $13 |
 PHIA.NV | 0.01% | 4.09% | - |
 DIS | 0.01% | 0.84% | $0.75 |
 WBA | 0% | 4.35% | $1.46 |
 BAYN.DE | 0% | 0.4% | $0.11 |
 ORSTED.CO | 0% | 0.46% | - |
 ICLN | 0% | 1.65% | - |
 INTC | 0% | 2.22% | $0.5 |
 VGT | 0% | 0.52% | - |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
DIS | Pay Day | Jul 23, 2025 | $0.50 |
PFE | Ex-Dividend | Jul 25, 2025 | $0.43 |
 LAND.L (triangulacapital) | Pay Day | Jul 25, 2025 | $0.16 |
 GE (thomaspj) | Pay Day | Jul 25, 2025 | $0.36 |
01211.HK | Pay Day | Jul 29, 2025 | $0.55 |
 JPM (thomaspj) | Pay Day | Jul 31, 2025 | $1.40 |
 C (thomaspj) | Ex-Dividend | Aug 4, 2025 | $0.60 |
 AXP (thomaspj) | Pay Day | Aug 8, 2025 | $0.82 |
 MSFT (thomaspj) | Ex-Dividend | Aug 21, 2025 | $0.83 |
C (thomaspj) | Pay Day | Aug 22, 2025 | $0.60 |
PFE | Pay Day | Sep 2, 2025 | $0.43 |
MSFT (thomaspj) | Pay Day | Sep 11, 2025 | $0.83 |
Performance Metrics
Score 3.9/10
Beta
0.92
0.92
0
0.8
1.2
0
2
Sharpe Ratio
0.57
0.57
0
0.5
1
1.5
1.5
Sortino Ratio
0.93
0.93
0
1
2
3
3
Jensen's Alpha
-5.29
-5.29
-6
0
2
4.5
4.5
Omega Ratio
0.61
0.61
0
1
1.5
2.5
2.5
Treynor Ratio
0.78
0.78
0
0.75
1.25
2
2
Information Ratio
-0.69
-0.69
-1
0.3
0.6
1
1
Calmar Ratio
0.88
0.88
0
0.3
0.6
1
1
Beta
0.92
0.92
0
0.8
1.2
0
2
Sharpe Ratio
0.57
0.57
0
0.5
1
1.5
1.5
Sortino Ratio
0.93
0.93
0
1
2
3
3
Jensen's Alpha
-5.29
-5.29
-6
0
2
4.5
4.5
Omega Ratio
0.61
0.61
0
1
1.5
2.5
2.5
Treynor Ratio
0.78
0.78
0
0.75
1.25
2
2
Information Ratio
-0.69
-0.69
-1
0.3
0.6
1
1
Calmar Ratio
0.88
0.88
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
32.29
High:
ORSTED.CO
110.21ORSTED.COLow:
CSIQ
-84.37CSIQDetails
PEG Ratio
95.52
High:
PEP
881.52PEPLow:
NIO
-66.44NIODetails
Price/Book
6.02
High:
NVDA
49.65NVDALow:NIO
-163.59NIODetails
Price/Sales
3.69
High:NVDA
28.29NVDALow:
WBA
0.06WBADetails
Price/CF
18.81
High:
SEDG
103.23SEDGLow:
UBI.PA
1.45UBI.PADetails
Price/FCF
37.37
High:
WOLF
10,383.7WOLFLow:UBI.PA
1.49UBI.PADetails
P/E Ratio
32.29
High:ORSTED.CO
110.21ORSTED.COLow:CSIQ
-84.37CSIQDetails
PEG Ratio
95.52
High:PEP
881.52PEPLow:NIO
-66.44NIODetails
Price/Book
6.02
High:NVDA
49.65NVDALow:NIO
-163.59NIODetails
Price/Sales
3.69
High:NVDA
28.29NVDALow:WBA
0.06WBADetails
Price/CF
18.81
High:SEDG
103.23SEDGLow:UBI.PA
1.45UBI.PADetails
Price/FCF
37.37
High:WOLF
10,383.7WOLFLow:UBI.PA
1.49UBI.PADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-14.73% | Aug 2023 | Feb 2024 | 6 |
-6.55% | Apr 2023 | Jul 2023 | 3 |
-5.12% | Feb 2025 | May 2025 | 3 |
-3.89% | Apr 2024 | Jul 2024 | 3 |
-1.82% | Oct 2024 | Nov 2024 | 1 |
-1.07% | Aug 2024 | Sep 2024 | 1 |
-0.37% | Dec 2024 | Jan 2025 | 1 |