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+0.45%
Today
+1.22%
This Month
+5.09%
Year To Date
+17%
2 Years
+55.99%
5 Years
-1.1%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash40.98%
- 📊 ETFs19.38%
- 👥 Copy Trading6.47%
- 💻 Electronic Technology6.36%
- 🚗 Consumer Durables5.39%
- 🖥️ Technology Services3.69%
- 💰 Finance3.51%
- 🧬 Health Technology3.3%
- 🍞 Consumer Non Durables2.35%
- 🚚 Transportation2.21%
- 🛍️ Retail Trade1.28%
- 🏥 Health Services1.02%
- 🛠️ Producer Manufacturing1.02%
- ⚡ Utilities0.29%
- 📡 Communications0.27%
- 💼 Commercial Services0.25%
- ⛏️ Energy Minerals0.2%
- 💇♀️ Consumer Services0.03%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE21.77%
- 🇺🇸 Nasdaq21.2%
- 🇩🇪 FRA7.5%
- 🇨🇭 SIX2.49%
- 🇬🇧 LSE0.97%
- 🇺🇸 Chicago Board Options Exchange0.95%
- 🇫🇷 Euronext Paris0.69%
- 🇳🇱 Euronext Amsterdam0.35%
- 🇸🇪 Stockholm Stock Exchange0.29%
- 🇪🇸 Bolsa De Madrid0.21%
- 🇩🇰 Copenhagen Stock Exchange0.21%
- 🇮🇹 Borsa Italiana0.16%
- 🇭🇰 Hong Kong Exchanges0.13%
- 🇧🇪 Euronext Brussels0.03%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States22.08%
- 🇩🇪 Germany7.5%
- 🇨🇭 Switzerland2.55%
- 🇬🇧 United Kingdom1.53%
- 🇨🇳 China0.95%
- 🇳🇱 Netherlands0.77%
- 🇫🇷 France0.69%
- 🇩🇰 Denmark0.31%
- 🇪🇸 Spain0.21%
- 🇫🇮 Finland0.18%
- 🇧🇷 Brazil0.18%
- 🇮🇹 Italy0.16%
- 🇮🇪 Ireland0.13%
- 🇸🇪 Sweden0.11%
- 🇮🇱 Israel0.05%
- 🇯🇵 Japan0.04%
- 🇭🇰 Hong Kong0.03%
- 🇨🇦 Canada0.03%
- 🇰🇷 South Korea0.03%
- 🇧🇪 Belgium0.03%
Dividends
Dividend Yield
1.39%
58 out of 66 instruments pay dividend.
48 dividend payments in the next 30 days.
Highest Dividend: $MBG.DE (8.36%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 MBG.DE | 0.19% | 8.36% | $5.3 |
 triangulacapital | 0.11% | 4.44% | - |
 TLT | 0.09% | 4.21% | - |
 DTG.DE | 0.08% | 5.05% | $1.9 |
 BMW.DE | 0.08% | 5.59% | $6 |
 SLHN.ZU | 0.07% | 4.24% | $33 |
 RSP | 0.05% | 1.59% | - |
 PEP | 0.05% | 4.23% | $5.15 |
 LQD | 0.05% | 4.46% | - |
 IWM | 0.04% | 1.27% | - |
 UPS | 0.04% | 6.68% | $6.5 |
 ACWI | 0.04% | 1.71% | - |
 SHY | 0.03% | 3.95% | - |
 TGT | 0.02% | 4.63% | $4.42 |
 STZ | 0.02% | 2.36% | $3.68 |
 XLP | 0.02% | 2.46% | - |
 MSFT | 0.02% | 0.69% | $3 |
 MRK | 0.02% | 4.06% | $3.04 |
 RealEstateTrusts | 0.02% | 4.22% | - |
 Diabetes-Med | 0.02% | 1.82% | - |
 AES | 0.02% | 6.48% | $0.68 |
 CVS | 0.02% | 4.2% | $2.54 |
 IEI | 0.02% | 3.17% | - |
 EWJ | 0.02% | 2.12% | - |
 UNH | 0.02% | 2.83% | $7.74 |
 VZ | 0.02% | 6.18% | $2.66 |
 Private-Equity | 0.02% | 2.24% | - |
 ROG.ZU | 0.02% | 3.62% | $9.6 |
 MRK.DE | 0.01% | 1.91% | $2.2 |
 PRU.L | 0.01% | 2% | $0.28 |
 II-Quality | 0.01% | 1.7% | - |
 BAC | 0.01% | 2.32% | $0.96 |
 BLK | 0.01% | 2.09% | $20.2 |
 Driverless | 0.01% | 1.02% | - |
 QQQ | 0.01% | 0.58% | - |
 KRN.DE | 0.01% | 1.82% | $2.2 |
 DAL | 0.01% | 1.19% | $0.3 |
 PGHN.ZU | 0.01% | 3.89% | $39 |
 XLRE | 0.01% | 3.34% | - |
 BARN.ZU | 0.01% | 3.44% | $29 |
 BABA | 0.01% | 0.87% | $0.98 |
 TIP | 0.01% | 3.02% | - |
 URA | 0.01% | 3.05% | - |
 PSG.MC | 0.01% | 4.8% | $0.18 |
 MRVL | 0.01% | 0.35% | $0.24 |
 GE | 0% | 0.58% | $0.44 |
 BND | 0% | 3.68% | - |
 XLU | 0% | 2.89% | - |
 LIT | 0% | 1.03% | - |
 ASML | 0% | 0.78% | $5.57 |
 ICLN | 0% | 1.78% | - |
 EXE | 0% | 1.96% | $2.3 |
 SMHN.DE | 0% | 0.77% | - |
 TMO | 0% | 0.41% | $1.48 |
 OXY | 0% | 2.17% | $0.8 |
 NVDA | 0% | 0.03% | $0.02 |
 DIS | 0% | 0.88% | $0.75 |
 ITUB | 0% | -4.79% | $-0.15 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 BDX (Diabetes-Med) | Ex-Dividend | Jun 9, 2025 | $1.04 |
 SPG (RealEstateTrusts) | Ex-Dividend | Jun 9, 2025 | $2.10 |
OXY | Ex-Dividend | Jun 10, 2025 | $0.24 |
 JNJ (Diabetes-Med) | Pay Day | Jun 10, 2025 | $1.30 |
 LLY (Diabetes-Med) | Pay Day | Jun 10, 2025 | $1.50 |
JNJ (II-Quality) | Pay Day | Jun 10, 2025 | $1.30 |
LLY (II-Quality) | Pay Day | Jun 10, 2025 | $1.50 |
NVDA | Ex-Dividend | Jun 11, 2025 | $0.01 |
NVDA (Driverless) | Ex-Dividend | Jun 11, 2025 | $0.01 |
 00175.HK (Driverless) | Ex-Dividend | Jun 11, 2025 | $0.04 |
 REG (RealEstateTrusts) | Ex-Dividend | Jun 11, 2025 | $0.70 |
MSFT | Pay Day | Jun 12, 2025 | $0.83 |
BABA | Ex-Dividend | Jun 12, 2025 | $0.95 |
 HMC (Driverless) | Pay Day | Jun 12, 2025 | $0.70 |
 LAND.L (triangulacapital) | Ex-Dividend | Jun 12, 2025 | $0.16 |
 PSA (RealEstateTrusts) | Ex-Dividend | Jun 12, 2025 | $3.00 |
 ICG.L (Private-Equity) | Ex-Dividend | Jun 12, 2025 | $0.76 |
TMO | Ex-Dividend | Jun 13, 2025 | $0.43 |
 PFE (Diabetes-Med) | Pay Day | Jun 13, 2025 | $0.43 |
 ADP (II-Quality) | Ex-Dividend | Jun 13, 2025 | $1.54 |
 AMT (RealEstateTrusts) | Ex-Dividend | Jun 13, 2025 | $1.70 |
 GLPI (RealEstateTrusts) | Ex-Dividend | Jun 13, 2025 | $0.78 |
 CCI (RealEstateTrusts) | Ex-Dividend | Jun 13, 2025 | $1.06 |
 DLR (RealEstateTrusts) | Ex-Dividend | Jun 13, 2025 | $1.22 |
 O (RealEstateTrusts) | Pay Day | Jun 13, 2025 | $0.27 |
 ADC (RealEstateTrusts) | Pay Day | Jun 13, 2025 | $0.26 |
 AMH (RealEstateTrusts) | Ex-Dividend | Jun 13, 2025 | $0.30 |
 STEP (Private-Equity) | Ex-Dividend | Jun 13, 2025 | $0.24 |
MRK | Ex-Dividend | Jun 16, 2025 | $0.81 |
UNH | Ex-Dividend | Jun 16, 2025 | $2.21 |
 BWA (Driverless) | Pay Day | Jun 16, 2025 | $0.11 |
MRK (Diabetes-Med) | Ex-Dividend | Jun 16, 2025 | $0.81 |
 MCD (II-Quality) | Pay Day | Jun 16, 2025 | $1.77 |
 DUK (II-Quality) | Pay Day | Jun 16, 2025 | $1.04 |
 GRMN (II-Quality) | Ex-Dividend | Jun 16, 2025 | $0.90 |
 EXR (RealEstateTrusts) | Ex-Dividend | Jun 16, 2025 | $1.62 |
 IRM (RealEstateTrusts) | Ex-Dividend | Jun 16, 2025 | $0.78 |
 DOC (RealEstateTrusts) | Ex-Dividend | Jun 16, 2025 | $0.10 |
 SLG (RealEstateTrusts) | Pay Day | Jun 16, 2025 | $0.26 |
 ARES (Private-Equity) | Ex-Dividend | Jun 16, 2025 | $1.12 |
 GTT.PA (II-Quality) | Ex-Dividend | Jun 17, 2025 | $4.00 |
 SBAC (RealEstateTrusts) | Pay Day | Jun 17, 2025 | $1.11 |
 PLD (RealEstateTrusts) | Ex-Dividend | Jun 17, 2025 | $1.01 |
 ADI (Driverless) | Pay Day | Jun 18, 2025 | $0.99 |
 JKHY (II-Quality) | Pay Day | Jun 18, 2025 | $0.58 |
 EQIX (RealEstateTrusts) | Pay Day | Jun 18, 2025 | $4.69 |
 MPW (RealEstateTrusts) | Ex-Dividend | Jun 18, 2025 | $0.08 |
 VICI (RealEstateTrusts) | Ex-Dividend | Jun 18, 2025 | $0.43 |
 GM (Driverless) | Pay Day | Jun 19, 2025 | $0.15 |
GTT.PA (II-Quality) | Pay Day | Jun 19, 2025 | $4.00 |
 III (Private-Equity) | Ex-Dividend | Jun 19, 2025 | $0.56 |
 HSBC (triangulacapital) | Pay Day | Jun 20, 2025 | $0.50 |
 WM (II-Quality) | Pay Day | Jun 20, 2025 | $0.82 |
 EVRG (II-Quality) | Pay Day | Jun 20, 2025 | $0.67 |
 KIM (RealEstateTrusts) | Pay Day | Jun 20, 2025 | $0.25 |
 HLNE (Private-Equity) | Ex-Dividend | Jun 20, 2025 | $0.54 |
BLK | Pay Day | Jun 23, 2025 | $5.21 |
BLK (II-Quality) | Pay Day | Jun 23, 2025 | $5.21 |
DIS | Ex-Dividend | Jun 24, 2025 | $0.50 |
UNH | Pay Day | Jun 24, 2025 | $2.21 |
 QCOM (Driverless) | Pay Day | Jun 26, 2025 | $0.89 |
BAC | Pay Day | Jun 27, 2025 | $0.26 |
GRMN (II-Quality) | Pay Day | Jun 27, 2025 | $0.90 |
GLPI (RealEstateTrusts) | Pay Day | Jun 27, 2025 | $0.78 |
PSA (RealEstateTrusts) | Pay Day | Jun 27, 2025 | $3.00 |
DOC (RealEstateTrusts) | Pay Day | Jun 27, 2025 | $0.10 |
PEP | Pay Day | Jun 30, 2025 | $1.42 |
BDX (Diabetes-Med) | Pay Day | Jun 30, 2025 | $1.04 |
PEP (II-Quality) | Pay Day | Jun 30, 2025 | $1.42 |
SPG (RealEstateTrusts) | Pay Day | Jun 30, 2025 | $2.10 |
CCI (RealEstateTrusts) | Pay Day | Jun 30, 2025 | $1.06 |
PLD (RealEstateTrusts) | Pay Day | Jun 30, 2025 | $1.01 |
 AVB (RealEstateTrusts) | Ex-Dividend | Jun 30, 2025 | $1.75 |
DLR (RealEstateTrusts) | Pay Day | Jun 30, 2025 | $1.22 |
 VTR (RealEstateTrusts) | Ex-Dividend | Jun 30, 2025 | $0.48 |
 ARE (RealEstateTrusts) | Ex-Dividend | Jun 30, 2025 | $1.32 |
 ESS (RealEstateTrusts) | Ex-Dividend | Jun 30, 2025 | $2.57 |
EXR (RealEstateTrusts) | Pay Day | Jun 30, 2025 | $1.62 |
 REXR (RealEstateTrusts) | Ex-Dividend | Jun 30, 2025 | $0.43 |
AMH (RealEstateTrusts) | Pay Day | Jun 30, 2025 | $0.30 |
 KRC (RealEstateTrusts) | Ex-Dividend | Jun 30, 2025 | $0.54 |
 PK (RealEstateTrusts) | Ex-Dividend | Jun 30, 2025 | $0.25 |
 RHP (RealEstateTrusts) | Ex-Dividend | Jun 30, 2025 | $1.15 |
 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 |
ADP (II-Quality) | Pay Day | Jul 1, 2025 | $1.54 |
 FRT (RealEstateTrusts) | Ex-Dividend | Jul 1, 2025 | $1.10 |
REG (RealEstateTrusts) | Pay Day | Jul 2, 2025 | $0.70 |
 BRX (RealEstateTrusts) | Ex-Dividend | Jul 2, 2025 | $0.29 |
NVDA | Pay Day | Jul 3, 2025 | $0.01 |
NVDA (Driverless) | Pay Day | Jul 3, 2025 | $0.01 |
IRM (RealEstateTrusts) | Pay Day | Jul 3, 2025 | $0.78 |
HLNE (Private-Equity) | Pay Day | Jul 7, 2025 | $0.54 |
MRK | Pay Day | Jul 8, 2025 | $0.81 |
 2333.HK (Driverless) | Ex-Dividend | Jul 8, 2025 | $0.06 |
MRK (Diabetes-Med) | Pay Day | Jul 8, 2025 | $0.81 |
KRC (RealEstateTrusts) | Pay Day | Jul 9, 2025 | $0.54 |
BABA | Pay Day | Jul 10, 2025 | $0.95 |
 INTU (II-Quality) | Ex-Dividend | Jul 10, 2025 | $1.04 |
VICI (RealEstateTrusts) | Pay Day | Jul 10, 2025 | $0.43 |
AMT (RealEstateTrusts) | Pay Day | Jul 11, 2025 | $1.70 |
TMO | Pay Day | Jul 15, 2025 | $0.43 |
OXY | Pay Day | Jul 15, 2025 | $0.24 |
 MAA (RealEstateTrusts) | Ex-Dividend | Jul 15, 2025 | $1.52 |
AVB (RealEstateTrusts) | Pay Day | Jul 15, 2025 | $1.75 |
ARE (RealEstateTrusts) | Pay Day | Jul 15, 2025 | $1.32 |
ESS (RealEstateTrusts) | Pay Day | Jul 15, 2025 | $2.57 |
FRT (RealEstateTrusts) | Pay Day | Jul 15, 2025 | $1.10 |
REXR (RealEstateTrusts) | Pay Day | Jul 15, 2025 | $0.43 |
BRX (RealEstateTrusts) | Pay Day | Jul 15, 2025 | $0.29 |
PK (RealEstateTrusts) | Pay Day | Jul 15, 2025 | $0.25 |
RHP (RealEstateTrusts) | Pay Day | Jul 15, 2025 | $1.15 |
DBRG (Private-Equity) | Pay Day | Jul 15, 2025 | $0.01 |
VTR (RealEstateTrusts) | Pay Day | Jul 17, 2025 | $0.48 |
MPW (RealEstateTrusts) | Pay Day | Jul 17, 2025 | $0.08 |
INTU (II-Quality) | Pay Day | Jul 18, 2025 | $1.04 |
DIS | Pay Day | Jul 23, 2025 | $0.50 |
00175.HK (Driverless) | Pay Day | Jul 25, 2025 | $0.04 |
LAND.L (triangulacapital) | Pay Day | Jul 25, 2025 | $0.16 |
III (Private-Equity) | Pay Day | Jul 25, 2025 | $0.56 |
MAA (RealEstateTrusts) | Pay Day | Jul 31, 2025 | $1.52 |
ICG.L (Private-Equity) | Pay Day | Aug 1, 2025 | $0.76 |
2333.HK (Driverless) | Pay Day | Aug 8, 2025 | $0.06 |
 WMT (II-Quality) | Ex-Dividend | Aug 15, 2025 | $0.24 |
WMT (II-Quality) | Pay Day | Sep 2, 2025 | $0.24 |
 ASSA-B.ST (II-Quality) | Ex-Dividend | Nov 10, 2025 | $0.28 |
ASSA-B.ST (II-Quality) | Pay Day | Nov 14, 2025 | $0.28 |
 EQT.ST (Private-Equity) | Ex-Dividend | Nov 28, 2025 | $0.22 |
EQT.ST (Private-Equity) | Pay Day | Dec 4, 2025 | $0.22 |
EWJ | Pay Day | Dec 20, 2025 | $1.06 |
ACWI | Pay Day | Dec 20, 2025 | $0.00 |
ICLN | Pay Day | Dec 20, 2025 | $0.11 |
Performance Metrics
Score 2.6/10
Beta
0.95
0.95
0
0.8
1.2
0
2
Sharpe Ratio
0.04
0.04
0
0.5
1
1.5
1.5
Sortino Ratio
0.06
0.06
0
1
2
3
3
Jensen's Alpha
-8.22
-8.22
-9
0
2
4.5
4.5
Omega Ratio
0.67
0.67
0
1
1.5
2.5
2.5
Treynor Ratio
0.09
0.09
0
0.75
1.25
2
2
Information Ratio
-0.38
-0.38
-1
0.3
0.6
1
1
Calmar Ratio
-0.02
-0.02
-1
0.3
0.6
1
1
Beta
0.95
0.95
0
0.8
1.2
0
2
Sharpe Ratio
0.04
0.04
0
0.5
1
1.5
1.5
Sortino Ratio
0.06
0.06
0
1
2
3
3
Jensen's Alpha
-8.22
-8.22
-9
0
2
4.5
4.5
Omega Ratio
0.67
0.67
0
1
1.5
2.5
2.5
Treynor Ratio
0.09
0.09
0
0.75
1.25
2
2
Information Ratio
-0.38
-0.38
-1
0.3
0.6
1
1
Calmar Ratio
-0.02
-0.02
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
33.12
High:
AXON
190.83AXONLow:
STZ
-349.09STZDetails
PEG Ratio
299.94
High:
IDXX
1,036.25IDXXLow:
MRVL
-227.14MRVLDetails
Price/Book
8.45
High:
NVDA
40.72NVDALow:
BMW.DE
0.51BMW.DEDetails
Price/Sales
6.38
High:AXON
28.84AXONLow:
CVS
0.21CVSDetails
Price/CF
21.61
High:
SLHN.ZU
226.8SLHN.ZULow:
ITUB
2.38ITUBDetails
Price/FCF
45.07
High:
PEP
5,253.35PEPLow:ITUB
2.95ITUBDetails
P/E Ratio
33.12
High:AXON
190.83AXONLow:STZ
-349.09STZDetails
PEG Ratio
299.94
High:IDXX
1,036.25IDXXLow:MRVL
-227.14MRVLDetails
Price/Book
8.45
High:NVDA
40.72NVDALow:BMW.DE
0.51BMW.DEDetails
Price/Sales
6.38
High:AXON
28.84AXONLow:CVS
0.21CVSDetails
Price/CF
21.61
High:SLHN.ZU
226.8SLHN.ZULow:ITUB
2.38ITUBDetails
Price/FCF
45.07
High:PEP
5,253.35PEPLow:ITUB
2.95ITUBDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-68.11% | Nov 2013 | - | 140 |