-0.81%
Today
-0.74%
This Month
+0.89%
Year To Date
+20.64%
2 Years
+70.6%
5 Years
-1.47%
Annualized
- Bene141
- S&P 500
- + Add Benchmark
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash33.33%
- 📊 ETFs19.68%
- 👥 Copy Trading9.85%
- 🚗 Consumer Durables6.09%
- 💻 Electronic Technology5.28%
- 🖥️ Technology Services5.08%
- 🧬 Health Technology4.61%
- 💰 Finance3.44%
- 🍞 Consumer Non Durables2.18%
- 🛍️ Retail Trade1.76%
- 🏭 Industrial Services1.68%
- 🚚 Transportation1.63%
- 🛠️ Producer Manufacturing0.89%
- 💼 Commercial Services0.86%
- 🏥 Health Services0.46%
- ⚡ Utilities0.33%
- 📡 Communications0.3%
- ⛏️ Energy Minerals0.19%
- 💇♀️ Consumer Services0.03%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq24.35%
- 🇺🇸 NYSE22.96%
- 🇩🇪 FRA10.77%
- 🇨🇭 SIX2.67%
- 🇬🇧 LSE1.21%
- 🇫🇷 Euronext Paris0.65%
- 🇳🇱 Euronext Amsterdam0.48%
- 🇸🇪 Stockholm Stock Exchange0.31%
- 🇺🇸 Chicago Board Options Exchange0.29%
- 🇮🇹 Borsa Italiana0.28%
- 🇭🇰 Hong Kong Exchanges0.12%
- 🇪🇸 Bolsa De Madrid0.09%
- 🇧🇪 Euronext Brussels0.03%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States26.48%
- 🇩🇪 Germany10.77%
- 🇨🇭 Switzerland2.75%
- 🇬🇧 United Kingdom1.38%
- 🇳🇱 Netherlands0.9%
- 🇫🇷 France0.65%
- 🇨🇳 China0.31%
- 🇮🇹 Italy0.28%
- 🇫🇮 Finland0.17%
- 🇧🇷 Brazil0.15%
- 🇸🇪 Sweden0.14%
- 🇮🇪 Ireland0.13%
- 🇩🇰 Denmark0.1%
- 🇪🇸 Spain0.09%
- 🇮🇱 Israel0.05%
- 🇯🇵 Japan0.04%
- 🇧🇲 Bermuda0.04%
- 🇭🇰 Hong Kong0.03%
- 🇨🇦 Canada0.03%
- 🇧🇪 Belgium0.03%
- 🇰🇷 South Korea0.03%
Dividends
Dividend Yield
1.48%
58 out of 67 instruments pay dividend.
58 dividend payments in the next 30 days.
Highest Dividend: $PSG.MC (8.4%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
---|---|---|---|
![]() MBG.DE | 0.18% | 7.02% | $5.3 |
![]() BMW.DE | 0.11% | 7.1% | $6 |
![]() triangulacapital | 0.1% | 4.28% | - |
![]() TLT | 0.09% | 4.06% | - |
![]() DTG.DE | 0.08% | 4.4% | $1.9 |
![]() GBF.DE | 0.06% | 3.59% | $1.8 |
![]() SLHN.ZU | 0.06% | 4.19% | $33 |
![]() EWachenheim-CF | 0.06% | 1.74% | - |
![]() PEP | 0.05% | 3.51% | $5.15 |
![]() LQD | 0.05% | 4.34% | - |
![]() IWM | 0.04% | 1.18% | - |
![]() QQQ | 0.04% | 0.56% | - |
![]() UPS | 0.04% | 5.37% | $6.5 |
![]() MSFT | 0.04% | 0.8% | $3 |
![]() SHY | 0.03% | 3.92% | - |
![]() TGT | 0.03% | 3.88% | $4.42 |
![]() XLP | 0.03% | 2.62% | - |
![]() FRE.DE | 0.02% | 2.51% | - |
![]() RealEstateTrusts | 0.02% | 4.1% | - |
![]() MRK | 0.02% | 3.34% | $3.04 |
![]() Diabetes-Med | 0.02% | 1.74% | - |
![]() AES | 0.02% | 6.19% | $0.68 |
![]() EWJ | 0.02% | 2.29% | - |
![]() CVS | 0.02% | 4.01% | $2.54 |
![]() IEI | 0.02% | 3.16% | - |
![]() VZ | 0.02% | 5.86% | $2.66 |
![]() XLU | 0.02% | 2.83% | - |
![]() ROG.ZU | 0.02% | 3.16% | $9.6 |
![]() Private-Equity | 0.02% | 2.17% | - |
![]() MRK.DE | 0.01% | 1.64% | $2.2 |
![]() PRU.L | 0.01% | 2.22% | $0.28 |
![]() II-Quality | 0.01% | 1.62% | - |
![]() Driverless | 0.01% | 0.95% | - |
![]() DAL | 0.01% | 1.03% | $0.3 |
![]() STZ | 0.01% | 2.17% | $3.68 |
![]() PGHN.ZU | 0.01% | 2.99% | $39 |
![]() KRN.DE | 0.01% | 1.69% | $2.2 |
![]() XLRE | 0.01% | 3.23% | - |
![]() BARN.ZU | 0.01% | 2.55% | $29 |
![]() UNH | 0.01% | 1.7% | $7.74 |
![]() PSG.MC | 0.01% | 8.4% | $0.18 |
![]() WMT | 0.01% | 0.99% | $0.81 |
![]() TIP | 0.01% | 2.44% | - |
![]() GE | 0.01% | 0.76% | $0.44 |
![]() URA | 0% | 3.09% | - |
![]() BND | 0% | 3.61% | - |
![]() LIT | 0% | 0.93% | - |
![]() ASML | 0% | 0.79% | $5.57 |
![]() MA | 0% | 0.52% | $2.46 |
![]() ICLN | 0% | 1.89% | - |
![]() MRVL | 0% | 0.34% | $0.24 |
![]() EXE | 0% | 2.4% | $2.3 |
![]() TMO | 0% | 0.3% | $1.48 |
![]() OXY | 0% | 1.91% | $0.8 |
![]() SMHN.DE | 0% | 0.57% | - |
![]() BABA | 0% | 0.7% | $0.98 |
![]() NVDA | 0% | 0.04% | $0.02 |
![]() DIS | 0% | 0.95% | $0.75 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
---|---|---|---|
![]() EXE | Ex-Dividend | Mar 11 | $0.57 |
![]() G (EWachenheim-CF) | Ex-Dividend | Mar 11 | $0.17 |
![]() TSCO (II-Quality) | Pay Day | Mar 11 | $0.23 |
![]() NVDA | Ex-Dividend | Mar 12 | $0.01 |
![]() NVDA (Driverless) | Ex-Dividend | Mar 12 | $0.01 |
![]() REG (RealEstateTrusts) | Ex-Dividend | Mar 12 | $0.70 |
![]() MSFT | Pay Day | Mar 13 | $0.83 |
![]() GRMN (II-Quality) | Ex-Dividend | Mar 13 | $0.90 |
![]() SBAC (RealEstateTrusts) | Ex-Dividend | Mar 13 | $1.11 |
![]() PSA (RealEstateTrusts) | Ex-Dividend | Mar 13 | $3.00 |
![]() TMO | Ex-Dividend | Mar 14 | $0.43 |
![]() ITUB (triangulacapital) | Pay Day | Mar 14 | $0.22 |
![]() NOV (EWachenheim-CF) | Ex-Dividend | Mar 14 | $0.08 |
![]() HON (II-Quality) | Pay Day | Mar 14 | $1.13 |
![]() WM (II-Quality) | Ex-Dividend | Mar 14 | $0.82 |
![]() ADP (II-Quality) | Ex-Dividend | Mar 14 | $1.54 |
![]() AME (II-Quality) | Ex-Dividend | Mar 14 | $0.31 |
![]() GLPI (RealEstateTrusts) | Ex-Dividend | Mar 14 | $0.76 |
![]() CCI (RealEstateTrusts) | Ex-Dividend | Mar 14 | $1.56 |
![]() DLR (RealEstateTrusts) | Ex-Dividend | Mar 14 | $1.22 |
![]() O (RealEstateTrusts) | Pay Day | Mar 14 | $0.27 |
![]() EXR (RealEstateTrusts) | Ex-Dividend | Mar 14 | $1.62 |
![]() ADC (RealEstateTrusts) | Pay Day | Mar 14 | $0.25 |
![]() AMH (RealEstateTrusts) | Ex-Dividend | Mar 14 | $0.30 |
![]() HLNE (Private-Equity) | Ex-Dividend | Mar 14 | $0.49 |
![]() STEP (Private-Equity) | Pay Day | Mar 14 | $0.24 |
![]() MRK | Ex-Dividend | Mar 17 | $0.81 |
![]() BWA (Driverless) | Pay Day | Mar 17 | $0.11 |
![]() ADI (Driverless) | Pay Day | Mar 17 | $0.99 |
![]() MRK (Diabetes-Med) | Ex-Dividend | Mar 17 | $0.81 |
![]() MTH (EWachenheim-CF) | Ex-Dividend | Mar 17 | $0.43 |
![]() MCD (II-Quality) | Pay Day | Mar 17 | $1.77 |
![]() MRK (II-Quality) | Ex-Dividend | Mar 17 | $0.81 |
![]() IRM (RealEstateTrusts) | Ex-Dividend | Mar 17 | $0.78 |
![]() SLG (RealEstateTrusts) | Pay Day | Mar 17 | $0.26 |
![]() ARES (Private-Equity) | Ex-Dividend | Mar 17 | $1.12 |
![]() UNH | Pay Day | Mar 18 | $2.10 |
![]() PHM (EWachenheim-CF) | Ex-Dividend | Mar 18 | $0.22 |
![]() PLD (RealEstateTrusts) | Ex-Dividend | Mar 18 | $1.01 |
![]() NXPI (Driverless) | Ex-Dividend | Mar 19 | $1.01 |
![]() AVT (EWachenheim-CF) | Pay Day | Mar 19 | $0.33 |
![]() TEX (EWachenheim-CF) | Pay Day | Mar 19 | $0.17 |
![]() EQIX (RealEstateTrusts) | Pay Day | Mar 19 | $4.69 |
![]() DAL | Pay Day | Mar 20 | $0.15 |
![]() GM (Driverless) | Pay Day | Mar 20 | $0.12 |
![]() VICI (RealEstateTrusts) | Ex-Dividend | Mar 20 | $0.43 |
![]() WMT | Ex-Dividend | Mar 21 | $0.24 |
![]() WMT (II-Quality) | Ex-Dividend | Mar 21 | $0.24 |
![]() KIM (RealEstateTrusts) | Pay Day | Mar 21 | $0.25 |
![]() AZN.L (Diabetes-Med) | Pay Day | Mar 24 | $2.10 |
![]() BLK (II-Quality) | Pay Day | Mar 24 | $5.21 |
![]() CG (Private-Equity) | Ex-Dividend | Mar 24 | $0.40 |
![]() LEA (EWachenheim-CF) | Pay Day | Mar 26 | $0.77 |
![]() G (EWachenheim-CF) | Pay Day | Mar 26 | $0.17 |
![]() EXE | Pay Day | Mar 27 | $0.57 |
![]() QCOM (Driverless) | Pay Day | Mar 27 | $0.85 |
![]() GRMN (II-Quality) | Pay Day | Mar 27 | $0.90 |
![]() SBAC (RealEstateTrusts) | Pay Day | Mar 27 | $1.11 |
![]() NOV (EWachenheim-CF) | Pay Day | Mar 28 | $0.08 |
![]() WM (II-Quality) | Pay Day | Mar 28 | $0.82 |
![]() GLPI (RealEstateTrusts) | Pay Day | Mar 28 | $0.76 |
![]() PSA (RealEstateTrusts) | Pay Day | Mar 28 | $3.00 |
![]() PEP | Pay Day | Mar 31 | $1.36 |
![]() BDX (Diabetes-Med) | Pay Day | Mar 31 | $1.04 |
![]() MTH (EWachenheim-CF) | Pay Day | Mar 31 | $0.43 |
![]() PEP (II-Quality) | Pay Day | Mar 31 | $1.36 |
![]() MDLZ (II-Quality) | Ex-Dividend | Mar 31 | $0.47 |
![]() AME (II-Quality) | Pay Day | Mar 31 | $0.31 |
![]() HST (RealEstateTrusts) | Ex-Dividend | Mar 31 | $0.20 |
![]() SPG (RealEstateTrusts) | Pay Day | Mar 31 | $2.10 |
![]() CCI (RealEstateTrusts) | Pay Day | Mar 31 | $1.56 |
![]() PLD (RealEstateTrusts) | Pay Day | Mar 31 | $1.01 |
![]() AVB (RealEstateTrusts) | Ex-Dividend | Mar 31 | $1.75 |
![]() DLR (RealEstateTrusts) | Pay Day | Mar 31 | $1.22 |
![]() VTR (RealEstateTrusts) | Ex-Dividend | Mar 31 | $0.48 |
![]() ARE (RealEstateTrusts) | Ex-Dividend | Mar 31 | $1.32 |
![]() ESS (RealEstateTrusts) | Ex-Dividend | Mar 31 | $2.57 |
![]() EXR (RealEstateTrusts) | Pay Day | Mar 31 | $1.62 |
![]() REXR (RealEstateTrusts) | Ex-Dividend | Mar 31 | $0.43 |
![]() AMH (RealEstateTrusts) | Pay Day | Mar 31 | $0.30 |
![]() CPT (RealEstateTrusts) | Ex-Dividend | Mar 31 | $1.05 |
![]() KRC (RealEstateTrusts) | Ex-Dividend | Mar 31 | $0.54 |
![]() PK (RealEstateTrusts) | Ex-Dividend | Mar 31 | $0.25 |
![]() RHP (RealEstateTrusts) | Ex-Dividend | Mar 31 | $1.15 |
![]() DBRG (Private-Equity) | Ex-Dividend | Mar 31 | $0.01 |
![]() ARES (Private-Equity) | Pay Day | Mar 31 | $1.12 |
![]() NKE (II-Quality) | Pay Day | Apr 1 | $0.40 |
![]() ADP (II-Quality) | Pay Day | Apr 1 | $1.54 |
![]() FRT (RealEstateTrusts) | Ex-Dividend | Apr 1 | $1.10 |
![]() NVDA | Pay Day | Apr 2 | $0.01 |
![]() NVDA (Driverless) | Pay Day | Apr 2 | $0.01 |
![]() PHM (EWachenheim-CF) | Pay Day | Apr 2 | $0.22 |
![]() REG (RealEstateTrusts) | Pay Day | Apr 2 | $0.70 |
![]() BRX (RealEstateTrusts) | Ex-Dividend | Apr 2 | $0.29 |
![]() VICI (RealEstateTrusts) | Pay Day | Apr 3 | $0.43 |
![]() BMY (Diabetes-Med) | Ex-Dividend | Apr 4 | $0.62 |
![]() IRM (RealEstateTrusts) | Pay Day | Apr 4 | $0.78 |
![]() HLNE (Private-Equity) | Pay Day | Apr 4 | $0.49 |
![]() MRK | Pay Day | Apr 7 | $0.81 |
![]() WMT | Pay Day | Apr 7 | $0.24 |
![]() MRK (Diabetes-Med) | Pay Day | Apr 7 | $0.81 |
![]() MRK (II-Quality) | Pay Day | Apr 7 | $0.81 |
![]() WMT (II-Quality) | Pay Day | Apr 7 | $0.24 |
![]() MA | Ex-Dividend | Apr 9 | $0.76 |
![]() NXPI (Driverless) | Pay Day | Apr 9 | $1.01 |
![]() KRC (RealEstateTrusts) | Pay Day | Apr 9 | $0.54 |
![]() VZ | Ex-Dividend | Apr 10 | $0.68 |
![]() GIS (II-Quality) | Ex-Dividend | Apr 10 | $0.60 |
![]() MPW (RealEstateTrusts) | Pay Day | Apr 10 | $0.08 |
![]() LAND.L (triangulacapital) | Pay Day | Apr 11 | $0.12 |
![]() AMT (RealEstateTrusts) | Ex-Dividend | Apr 11 | $1.70 |
![]() AALB.NV (triangulacapital) | Ex-Dividend | Apr 14 | $1.21 |
![]() MDLZ (II-Quality) | Pay Day | Apr 14 | $0.47 |
![]() TMO | Pay Day | Apr 15 | $0.43 |
![]() OXY | Pay Day | Apr 15 | $0.24 |
![]() ABT (Diabetes-Med) | Ex-Dividend | Apr 15 | $0.59 |
![]() ABBV (II-Quality) | Ex-Dividend | Apr 15 | $1.64 |
![]() HST (RealEstateTrusts) | Pay Day | Apr 15 | $0.20 |
![]() AVB (RealEstateTrusts) | Pay Day | Apr 15 | $1.75 |
![]() ARE (RealEstateTrusts) | Pay Day | Apr 15 | $1.32 |
![]() ESS (RealEstateTrusts) | Pay Day | Apr 15 | $2.57 |
![]() FRT (RealEstateTrusts) | Pay Day | Apr 15 | $1.10 |
![]() REXR (RealEstateTrusts) | Pay Day | Apr 15 | $0.43 |
![]() BRX (RealEstateTrusts) | Pay Day | Apr 15 | $0.29 |
![]() PK (RealEstateTrusts) | Pay Day | Apr 15 | $0.25 |
![]() RHP (RealEstateTrusts) | Pay Day | Apr 15 | $1.15 |
![]() DBRG (Private-Equity) | Pay Day | Apr 15 | $0.01 |
![]() UTG.L (triangulacapital) | Ex-Dividend | Apr 17 | $0.31 |
![]() VTR (RealEstateTrusts) | Pay Day | Apr 17 | $0.48 |
![]() CPT (RealEstateTrusts) | Pay Day | Apr 17 | $1.05 |
![]() CG (Private-Equity) | Pay Day | Apr 17 | $0.40 |
![]() INGA.NV (triangulacapital) | Ex-Dividend | Apr 24 | $0.74 |
![]() ASSA-B.ST (II-Quality) | Ex-Dividend | Apr 24 | $0.28 |
![]() GE | Pay Day | Apr 25 | $0.36 |
![]() ASML | Ex-Dividend | Apr 28 | $1.92 |
![]() AMT (RealEstateTrusts) | Pay Day | Apr 28 | $1.70 |
![]() AKZA.NV (triangulacapital) | Ex-Dividend | Apr 29 | $1.61 |
![]() QQQ | Pay Day | Apr 30 | $- |
![]() ASSA-B.ST (II-Quality) | Pay Day | Apr 30 | $0.28 |
![]() VZ | Pay Day | May 1 | $0.68 |
![]() AES | Ex-Dividend | May 1 | $0.18 |
![]() BMY (Diabetes-Med) | Pay Day | May 1 | $0.62 |
![]() GIS (II-Quality) | Pay Day | May 1 | $0.60 |
![]() INGA.NV (triangulacapital) | Pay Day | May 2 | $0.74 |
![]() OR.PA (II-Quality) | Ex-Dividend | May 5 | $7.25 |
![]() ASML | Pay Day | May 6 | $1.92 |
![]() HEXA-B.ST (Driverless) | Ex-Dividend | May 6 | $0.14 |
![]() SHY | Pay Day | May 7 | $0.26 |
![]() TIP | Pay Day | May 7 | $0.69 |
![]() AKZA.NV (triangulacapital) | Pay Day | May 7 | $1.61 |
![]() OR.PA (II-Quality) | Pay Day | May 7 | $7.25 |
![]() AALB.NV (triangulacapital) | Pay Day | May 8 | $1.21 |
![]() MA | Pay Day | May 9 | $0.76 |
![]() HEXA-B.ST (Driverless) | Pay Day | May 14 | $0.14 |
![]() AES | Pay Day | May 15 | $0.18 |
![]() ABT (Diabetes-Med) | Pay Day | May 15 | $0.59 |
![]() ABBV (II-Quality) | Pay Day | May 15 | $1.64 |
![]() AMGN (II-Quality) | Ex-Dividend | May 16 | $2.38 |
![]() NEXI.MI (triangulacapital) | Ex-Dividend | May 19 | $0.26 |
![]() NEXI.MI (triangulacapital) | Pay Day | May 21 | $0.26 |
![]() TEP.PA (triangulacapital) | Ex-Dividend | May 26 | $4.40 |
![]() TEP.PA (triangulacapital) | Pay Day | May 28 | $4.40 |
![]() UTG.L (triangulacapital) | Pay Day | May 30 | $0.31 |
![]() AMGN (II-Quality) | Pay Day | Jun 6 | $2.38 |
![]() EWJ | Pay Day | Jun 17 | $- |
![]() IWM | Pay Day | Jun 17 | $- |
![]() ICLN | Pay Day | Jun 17 | $- |
![]() DIS | Ex-Dividend | Jun 24 | $0.50 |
![]() XLU | Pay Day | Jun 26 | $- |
![]() XLP | Pay Day | Jun 26 | $- |
![]() XLRE | Pay Day | Jun 26 | $- |
![]() DIS | Pay Day | Jul 23 | $0.50 |
Performance Metrics
Score 2.6/10
Beta
0.97
0.97
0
0.8
1.2
0
2
Sharpe Ratio
0.04
0.04
0
0.5
1
1.5
1.5
Sortino Ratio
0.05
0.05
0
1
2
3
3
Jensen's Alpha
-8.72
-8.72
-9
0
2
4.5
4.5
Omega Ratio
0.66
0.66
0
1
1.5
2.5
2.5
Treynor Ratio
0.09
0.09
0
0.75
1.25
2
2
Information Ratio
-0.39
-0.39
-1
0.3
0.6
1
1
Calmar Ratio
-0.02
-0.02
-1
0.3
0.6
1
1
Beta
0.97
0.97
0
0.8
1.2
0
2
Sharpe Ratio
0.04
0.04
0
0.5
1
1.5
1.5
Sortino Ratio
0.05
0.05
0
1
2
3
3
Jensen's Alpha
-8.72
-8.72
-9
0
2
4.5
4.5
Omega Ratio
0.66
0.66
0
1
1.5
2.5
2.5
Treynor Ratio
0.09
0.09
0
0.75
1.25
2
2
Information Ratio
-0.39
-0.39
-1
0.3
0.6
1
1
Calmar Ratio
-0.02
-0.02
-1
0.3
0.6
1
1
Drawdowns
- Bene141
- S&P 500
- + Add Benchmark
Worst Drawdowns
Depth | Start | End | Total months |
---|---|---|---|
-68.11% | Nov 2013 | - | 137 |