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-0.03%
This Month
+16.95%
Year To Date
+50.73%
2 Years
+44.35%
5 Years
+44.35%
10 Years
+20.15%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash30.53%
- 📊 ETFs16.55%
- 🖥️ Technology Services10.03%
- 🍞 Consumer Non Durables7.29%
- 💻 Electronic Technology7.11%
- 💰 Finance5.35%
- 🛍️ Retail Trade4.99%
- 💼 Commercial Services4.84%
- 👥 Copy Trading3.66%
- 🚗 Consumer Durables2.48%
- ⚡ Utilities2.45%
- ⛏️ Energy Minerals1.89%
- 🧬 Health Technology1.87%
- 💇♀️ Consumer Services1.56%
- 🪙 Cryptocurrencies1.46%
- 📡 Communications0.96%
- 🧪 Process Industries0.38%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq30%
- 🇺🇸 NYSE21.29%
- 🇮🇹 Borsa Italiana6.71%
- 🇩🇪 Xetra ETFs6.19%
- 🇬🇧 LSE3.49%
- 🇩🇪 FRA1.55%
- 🌍 Digital Currency1.46%
- 🇫🇷 Euronext Paris0.97%
- 🇭🇰 Hong Kong Exchanges0.52%
- 🇸🇪 Stockholm Stock Exchange0.09%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States30.51%
- 🇮🇹 Italy6.71%
- 🇨🇦 Canada5.4%
- 🇬🇧 United Kingdom2.8%
- 🇺🇾 Uruguay2.51%
- 🇩🇪 Germany1.55%
- 🇱🇺 Luxembourg1.17%
- 🇫🇷 France0.97%
- 🇩🇰 Denmark0.59%
- 🇨🇭 Switzerland0.53%
- 🇨🇳 China0.52%
- 🇨🇱 Chile0.38%
- 🇧🇲 Bermuda0.3%
- 🇮🇱 Israel0.23%
- 🇸🇪 Sweden0.09%
Dividends
Dividend Yield
1.39%
39 out of 57 instruments pay dividend.
15 dividend payments in the next 30 days.
Highest Dividend: $FSK (13.67%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 ENI.MI | 0.13% | 7% | $0.94 |
 FSK | 0.13% | 13.67% | $2.47 |
 UCG.MI | 0.11% | 3.69% | $1.8 |
 BLV | 0.1% | 4.61% | - |
 VOW3.DE | 0.1% | 6.37% | $9.06 |
 PEP | 0.09% | 3.81% | $5.15 |
 ENEL.MI | 0.08% | 5.99% | $0.43 |
 IEUR | 0.08% | 2.99% | - |
 KO | 0.06% | 2.97% | $1.89 |
 PG | 0.05% | 2.59% | $3.83 |
 RNO.PA | 0.04% | 6.69% | $1.85 |
 URA | 0.04% | 1.91% | - |
 MCD | 0.04% | 2.26% | $6.53 |
 PFE | 0.03% | 6.92% | $1.66 |
 MSFT | 0.03% | 0.67% | $3 |
 CI | 0.03% | 1.95% | $5.26 |
 ENGI.PA | 0.03% | 8.4% | $1.43 |
 VOD | 0.03% | 4% | $0.94 |
 thomaspj | 0.02% | 0.51% | - |
 1816.HK | 0.02% | 3.6% | $0.1 |
 VZ | 0.02% | 6.13% | $2.66 |
 VERX.DE | 0.02% | 1.21% | - |
 BIP | 0.02% | 5.58% | $0.41 |
 SQM | 0.02% | 4.14% | $1.36 |
 EWG | 0.02% | 1.6% | - |
 NVO | 0.01% | 2.23% | $0.98 |
 RR.L | 0.01% | 0.98% | - |
 GAW.L | 0.01% | 3.65% | $5.5 |
 EWQ | 0.01% | 2.87% | - |
 LDO.MI | 0.01% | 1.1% | $0.28 |
 VIG | 0.01% | 1.72% | - |
 GOOGL | 0.01% | 0.35% | $0.2 |
 ITWN.L | 0% | 2.59% | - |
 META | 0% | 0.27% | $1 |
 BA.L | 0% | 1.92% | $0.3 |
 IJH | 0% | 1.38% | - |
 GDX | 0% | 0.77% | - |
 NVDA | 0% | 0.02% | $0.02 |
 SAABB.ST | 0% | 0.39% | $1.6 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
GOOGL | Ex-Dividend | Sep 8, 2025 | $0.21 |
 GOOG (thomaspj) | Ex-Dividend | Sep 8, 2025 | $0.21 |
MSFT | Pay Day | Sep 11, 2025 | $0.83 |
NVDA | Ex-Dividend | Sep 11, 2025 | $0.01 |
MSFT (thomaspj) | Pay Day | Sep 11, 2025 | $0.83 |
NVDA (thomaspj) | Ex-Dividend | Sep 11, 2025 | $0.01 |
KO | Ex-Dividend | Sep 15, 2025 | $0.51 |
GOOGL | Pay Day | Sep 15, 2025 | $0.21 |
GOOG (thomaspj) | Pay Day | Sep 15, 2025 | $0.21 |
MCD | Pay Day | Sep 16, 2025 | $1.77 |
FSK | Ex-Dividend | Sep 17, 2025 | $0.70 |
CI | Pay Day | Sep 18, 2025 | $1.51 |
ENI.MI | Ex-Dividend | Sep 22, 2025 | $0.31 |
ENI.MI | Pay Day | Sep 24, 2025 | $0.31 |
BIP | Pay Day | Sep 29, 2025 | $0.43 |
 GS (thomaspj) | Pay Day | Sep 29, 2025 | $4.00 |
PEP | Pay Day | Sep 30, 2025 | $1.42 |
KO | Pay Day | Oct 1, 2025 | $0.51 |
NVDA | Pay Day | Oct 2, 2025 | $0.01 |
FSK | Pay Day | Oct 2, 2025 | $0.70 |
NVDA (thomaspj) | Pay Day | Oct 2, 2025 | $0.01 |
GAW.L | Pay Day | Oct 3, 2025 | $0.73 |
GDX | Pay Day | Dec 24, 2025 | $0.00 |
Performance Metrics
Score 4.7/10
Beta
0.88
0.88
0
0.8
1.2
0
2
Sharpe Ratio
0.92
0.92
0
0.5
1
1.5
1.5
Sortino Ratio
1.77
1.77
0
1
2
3
3
Jensen's Alpha
-2.32
-2.32
-3
0
2
4.5
4.5
Omega Ratio
0.58
0.58
0
1
1.5
2.5
2.5
Treynor Ratio
1.07
1.07
0
0.75
1.25
2
2
Information Ratio
-0.75
-0.75
-1
0.3
0.6
1
1
Calmar Ratio
1.76
1.76
0
0.3
0.6
2
2
Beta
0.88
0.88
0
0.8
1.2
0
2
Sharpe Ratio
0.92
0.92
0
0.5
1
1.5
1.5
Sortino Ratio
1.77
1.77
0
1
2
3
3
Jensen's Alpha
-2.32
-2.32
-3
0
2
4.5
4.5
Omega Ratio
0.58
0.58
0
1
1.5
2.5
2.5
Treynor Ratio
1.07
1.07
0
0.75
1.25
2
2
Information Ratio
-0.75
-0.75
-1
0.3
0.6
1
1
Calmar Ratio
1.76
1.76
0
0.3
0.6
2
2
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
35.34
High:
BIP
1,570.1BIPLow:
VOD
-6.57VODDetails
PEG Ratio
182.33
High:BIP
1,429.41BIPLow:
TBLT
-0.02TBLTDetails
Price/Book
9.83
High:
NVDA
41.74NVDALow:
MCD
-81.96MCDDetails
Price/Sales
7.35
High:NVDA
25.49NVDALow:TBLT
0.02TBLTDetails
Price/CF
23.52
High:
KO
233.26KOLow:VOD
1.61VODDetails
Price/FCF
63.22
High:
PEP
5,253.35PEPLow:VOD
2.89VODDetails
P/E Ratio
35.34
High:BIP
1,570.1BIPLow:VOD
-6.57VODDetails
PEG Ratio
182.33
High:BIP
1,429.41BIPLow:TBLT
-0.02TBLTDetails
Price/Book
9.83
High:NVDA
41.74NVDALow:MCD
-81.96MCDDetails
Price/Sales
7.35
High:NVDA
25.49NVDALow:TBLT
0.02TBLTDetails
Price/CF
23.52
High:KO
233.26KOLow:VOD
1.61VODDetails
Price/FCF
63.22
High:PEP
5,253.35PEPLow:VOD
2.89VODDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-9.33% | Aug 2023 | Nov 2023 | 3 |
-5.83% | Feb 2025 | May 2025 | 3 |
-2.24% | Apr 2024 | May 2024 | 1 |
-1.59% | Dec 2024 | Jan 2025 | 1 |
-1.19% | Jul 2024 | Sep 2024 | 2 |
-0.95% | Oct 2024 | Nov 2024 | 1 |
-0.85% | May 2023 | Jun 2023 | 1 |
-0.03% | Sep 2025 | - | 1 |