Loading...
-2.47%
This Month
+19.33%
Year To Date
+55.44%
2 Years
+85.86%
5 Years
+143.43%
10 Years
+19.13%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading42.21%
- 🧩 Miscellaneous20.34%
- 💻 Electronic Technology13.39%
- 🖥️ Technology Services5.92%
- 🌾 Commodities5.83%
- 🚗 Consumer Durables5.53%
- 🪙 Cryptocurrencies2.05%
- 🛍️ Retail Trade1.78%
- 🧪 Process Industries0.88%
- 🍞 Consumer Non Durables0.85%
- 📊 ETFs0.5%
- 🚚 Transportation0.39%
- 💼 Commercial Services0.37%
- 💰 Finance0.02%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq39.57%
- 🇺🇸 NYSE25.75%
- 🇬🇧 LSE12.54%
- 🌍 Commodity5.83%
- 🇩🇪 FRA5.07%
- 🇭🇰 Hong Kong Exchanges2.36%
- 🇫🇷 Euronext Paris2.22%
- 🌍 Digital Currency2.05%
- 🇳🇱 Euronext Amsterdam1.51%
- Regular Trading Hours - RTH0.66%
- 🇪🇸 Bolsa De Madrid0.47%
- 🇵🇹 Euronext Lisbon0.39%
- 🇮🇹 Borsa Italiana0.31%
- Tokyo Stock Exchange0.28%
- 🇩🇰 Copenhagen Stock Exchange0.21%
- 🇩🇪 Xetra ETFs0.21%
- 🇫🇮 Helsinki Stock Exchange0.08%
- 🇨🇭 SIX0.07%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States46.7%
- 🇩🇪 Germany5.07%
- 🇫🇷 France2.22%
- 🇨🇳 China2.04%
- 🇬🇧 United Kingdom1.9%
- 🇨🇦 Canada1.21%
- 🇳🇱 Netherlands0.86%
- 🇯🇵 Japan0.8%
- 🇭🇰 Hong Kong0.71%
- 🇮🇱 Israel0.59%
- 🇪🇸 Spain0.47%
- 🇨🇭 Switzerland0.39%
- 🇵🇹 Portugal0.39%
- 🇹🇼 Taiwan0.32%
- 🇮🇹 Italy0.31%
- 🇰🇷 South Korea0.29%
- 🇧🇷 Brazil0.25%
- 🇩🇰 Denmark0.21%
- 🇮🇳 India0.09%
- 🇫🇮 Finland0.08%
- 🇰🇾 Cayman Islands0.06%
Dividends
Dividend Yield
0.91%
17 out of 25 instruments pay dividend.
11 dividend payments in the next 30 days.
Highest Dividend: $MBG.DE (8.44%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 TheBigBanks | 0.22% | 3.19% | - |
 triangulacapital | 0.18% | 3.07% | - |
 SPY | 0.13% | 0.97% | - |
 BMW.DE | 0.11% | 7.67% | $6 |
 RenewableEnergy | 0.06% | 1.49% | - |
 MBG.DE | 0.06% | 8.44% | $5.3 |
 CPHequities | 0.03% | 1.02% | - |
 NVDA | 0.03% | 0.24% | $0.02 |
 Chip-Tech | 0.02% | 0.29% | - |
 LHA.DE | 0.02% | 4.63% | $0.3 |
 ADS.DE | 0.01% | 1.76% | $0.7 |
 META | 0.01% | 0.32% | $1 |
 SY1.DE | 0.01% | 1.21% | $1.1 |
 CyberSecurity | 0.01% | 0.07% | - |
 GOOG | 0.01% | 0.27% | $0.2 |
 Core-Equity | 0% | 0% | - |
 ITUB | 0% | -1.44% | $-0.15 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 RY (TheBigBanks) | Ex-Dividend | Oct 27, 2026 | $1.27 |
 UMG.NV (triangulacapital) | Pay Day | Oct 27, 2026 | $0.32 |
 BNS (TheBigBanks) | Pay Day | Oct 28, 2026 | $0.82 |
 MU (Chip-Tech) | Pay Day | Oct 29, 2026 | $0.15 |
 MRVL (Chip-Tech) | Pay Day | Oct 29, 2026 | $0.06 |
MU (CPHequities) | Pay Day | Oct 29, 2026 | $0.15 |
 BMO (TheBigBanks) | Ex-Dividend | Oct 30, 2026 | $1.24 |
 LNT (RenewableEnergy) | Ex-Dividend | Oct 31, 2026 | $0.54 |
 JPM (TheBigBanks) | Pay Day | Oct 31, 2026 | $1.50 |
 MS (TheBigBanks) | Ex-Dividend | Oct 31, 2026 | $1.00 |
 TD (TheBigBanks) | Pay Day | Oct 31, 2026 | $0.81 |
 TXN (CPHequities) | Ex-Dividend | Oct 31, 2026 | $1.42 |
ITUB | Ex-Dividend | Nov 2, 2026 | -$0.22 |
 BMY (CPHequities) | Pay Day | Nov 2, 2026 | $0.63 |
 C (TheBigBanks) | Ex-Dividend | Nov 3, 2026 | $0.60 |
 PNC (TheBigBanks) | Pay Day | Nov 5, 2026 | $1.70 |
 SIMO (Chip-Tech) | Ex-Dividend | Nov 6, 2026 | $0.50 |
 INTC (Chip-Tech) | Ex-Dividend | Nov 7, 2026 | $0.12 |
 WFC (TheBigBanks) | Ex-Dividend | Nov 7, 2026 | $0.45 |
INTC (CPHequities) | Ex-Dividend | Nov 7, 2026 | $0.12 |
 DE (CPHequities) | Pay Day | Nov 9, 2026 | $1.62 |
ITUB | Pay Day | Nov 10, 2026 | -$0.22 |
 AEP (RenewableEnergy) | Ex-Dividend | Nov 10, 2026 | $0.95 |
 AAPL (CPHequities) | Ex-Dividend | Nov 10, 2026 | $0.27 |
 ETR (RenewableEnergy) | Ex-Dividend | Nov 13, 2026 | $0.64 |
 DUK (RenewableEnergy) | Ex-Dividend | Nov 14, 2026 | $1.06 |
 TFC (TheBigBanks) | Ex-Dividend | Nov 14, 2026 | $0.52 |
 LLY (CPHequities) | Ex-Dividend | Nov 14, 2026 | $1.73 |
 SO (RenewableEnergy) | Ex-Dividend | Nov 17, 2026 | $0.76 |
 ATEN (CyberSecurity) | Ex-Dividend | Nov 17, 2026 | $0.06 |
 XOM (CPHequities) | Ex-Dividend | Nov 17, 2026 | $1.03 |
 COP (CPHequities) | Ex-Dividend | Nov 17, 2026 | $0.84 |
 ORA.US (RenewableEnergy) | Ex-Dividend | Nov 19, 2026 | $0.12 |
 AMAT (Chip-Tech) | Ex-Dividend | Nov 20, 2026 | $0.53 |
 MSFT (CPHequities) | Ex-Dividend | Nov 20, 2026 | $0.91 |
 ISP.MI (TheBigBanks) | Ex-Dividend | Nov 21, 2026 | $2.25 |
 JNJ (CPHequities) | Ex-Dividend | Nov 25, 2026 | $1.34 |
 SWKS (Chip-Tech) | Ex-Dividend | Nov 26, 2026 | $0.71 |
 NEE (RenewableEnergy) | Ex-Dividend | Nov 28, 2026 | $0.62 |
 ADI.US (Chip-Tech) | Ex-Dividend | Dec 1, 2026 | $1.10 |
 GS (TheBigBanks) | Ex-Dividend | Dec 1, 2026 | $4.50 |
 QCOM (Chip-Tech) | Ex-Dividend | Dec 3, 2026 | $0.92 |
GOOG | Ex-Dividend | Dec 4, 2026 | $0.22 |
 EXC (RenewableEnergy) | Ex-Dividend | Dec 4, 2026 | $0.42 |
 TER (Chip-Tech) | Ex-Dividend | Dec 4, 2026 | $0.13 |
 BAC (TheBigBanks) | Ex-Dividend | Dec 4, 2026 | $0.28 |
GOOG (CPHequities) | Ex-Dividend | Dec 4, 2026 | $0.22 |
 PEG (RenewableEnergy) | Ex-Dividend | Dec 9, 2026 | $0.67 |
NVDA | Ex-Dividend | Dec 10, 2026 | $0.25 |
NVDA (Chip-Tech) | Ex-Dividend | Dec 10, 2026 | $0.25 |
 TRV (CPHequities) | Ex-Dividend | Dec 10, 2026 | $1.25 |
 MRK (CPHequities) | Ex-Dividend | Dec 15, 2026 | $0.85 |
 GEV (RenewableEnergy) | Ex-Dividend | Dec 16, 2026 | $0.50 |
 TSM (Chip-Tech) | Ex-Dividend | Dec 16, 2026 | $0.95 |
TSM (CPHequities) | Ex-Dividend | Dec 16, 2026 | $0.95 |
META | Ex-Dividend | Dec 21, 2026 | $0.53 |
 VST (RenewableEnergy) | Ex-Dividend | Dec 21, 2026 | $0.23 |
 AVGO (Chip-Tech) | Ex-Dividend | Dec 21, 2026 | $0.65 |
 LRCX (Chip-Tech) | Ex-Dividend | Dec 23, 2026 | $0.26 |
 MPWR (Chip-Tech) | Ex-Dividend | Dec 30, 2026 | $2.00 |
 USB (TheBigBanks) | Ex-Dividend | Dec 30, 2026 | $0.52 |
DE (CPHequities) | Ex-Dividend | Dec 30, 2026 | $1.62 |
 CSCO (CyberSecurity) | Ex-Dividend | Jan 2, 2027 | $0.42 |
 0939.HK (TheBigBanks) | Ex-Dividend | Jan 2, 2027 | $0.03 |
 3988.HK (TheBigBanks) | Ex-Dividend | Jan 2, 2027 | $0.18 |
BMY (CPHequities) | Ex-Dividend | Jan 2, 2027 | $0.63 |
JPM (TheBigBanks) | Ex-Dividend | Jan 6, 2027 | $1.50 |
BNS (TheBigBanks) | Ex-Dividend | Jan 6, 2027 | $0.82 |
 GFC.PA (triangulacapital) | Ex-Dividend | Jan 7, 2027 | $3.28 |
MRVL (Chip-Tech) | Ex-Dividend | Jan 9, 2027 | $0.06 |
TD (TheBigBanks) | Ex-Dividend | Jan 9, 2027 | $0.81 |
MU (Chip-Tech) | Ex-Dividend | Jan 14, 2027 | $0.15 |
PNC (TheBigBanks) | Ex-Dividend | Jan 14, 2027 | $1.70 |
MU (CPHequities) | Ex-Dividend | Jan 14, 2027 | $0.15 |
 SSE.L (RenewableEnergy) | Ex-Dividend | Jan 28, 2027 | $0.63 |
 INGA.NV (TheBigBanks) | Ex-Dividend | Feb 3, 2027 | $0.88 |
INGA.NV (CPHequities) | Ex-Dividend | Feb 3, 2027 | $0.88 |
 RKT.L (triangulacapital) | Ex-Dividend | Feb 4, 2027 | $1.70 |
 AZN (triangulacapital) | Ex-Dividend | Feb 7, 2027 | $0.52 |
 BCS (triangulacapital) | Ex-Dividend | Feb 7, 2027 | $0.30 |
 BARC.L (TheBigBanks) | Ex-Dividend | Feb 11, 2027 | $0.08 |
 NWG (triangulacapital) | Ex-Dividend | Feb 14, 2027 | $0.62 |
 PRU.L (triangulacapital) | Ex-Dividend | Feb 18, 2027 | $0.19 |
 INTR (triangulacapital) | Ex-Dividend | Feb 20, 2027 | $0.00 |
 ENR.DE (RenewableEnergy) | Ex-Dividend | Feb 27, 2027 | $0.00 |
 1299.HK (triangulacapital) | Ex-Dividend | Mar 4, 2027 | $0.18 |
 JYSK.CO (CPHequities) | Ex-Dividend | Mar 18, 2027 | $3.97 |
 BNP.PA (TheBigBanks) | Ex-Dividend | Mar 24, 2027 | $3.06 |
 NESTE.HE (CPHequities) | Ex-Dividend | Mar 26, 2027 | $0.24 |
 MFG (TheBigBanks) | Ex-Dividend | Apr 1, 2027 | $0.10 |
 MUFG (TheBigBanks) | Ex-Dividend | Apr 1, 2027 | $0.27 |
 SMFG (TheBigBanks) | Ex-Dividend | Apr 1, 2027 | $0.25 |
 GLE.PA (TheBigBanks) | Ex-Dividend | Apr 5, 2027 | $1.19 |
UMG.NV (triangulacapital) | Ex-Dividend | Apr 5, 2027 | $0.32 |
 1398.HK (TheBigBanks) | Ex-Dividend | Apr 9, 2027 | $0.00 |
 1288.HK (TheBigBanks) | Ex-Dividend | Apr 9, 2027 | $1.74 |
 DG.PA (triangulacapital) | Ex-Dividend | Apr 13, 2027 | $4.66 |
MBG.DE | Ex-Dividend | Apr 17, 2027 | $4.06 |
 ENGI.PA (RenewableEnergy) | Ex-Dividend | Apr 30, 2027 | $1.58 |
 RWE.DE (RenewableEnergy) | Ex-Dividend | May 4, 2027 | $1.40 |
 SAN.PA (triangulacapital) | Ex-Dividend | May 5, 2027 | $4.84 |
 DHL.DE (CPHequities) | Ex-Dividend | May 6, 2027 | $2.05 |
SY1.DE | Ex-Dividend | May 7, 2027 | $1.47 |
ADS.DE | Ex-Dividend | May 8, 2027 | $3.29 |
 JMT.LSB (triangulacapital) | Ex-Dividend | May 8, 2027 | $0.76 |
LHA.DE | Ex-Dividend | May 13, 2027 | $0.39 |
 ASM.NV (Chip-Tech) | Ex-Dividend | May 13, 2027 | $3.80 |
BMW.DE | Ex-Dividend | May 14, 2027 | $5.15 |
 0700.HK (triangulacapital) | Ex-Dividend | May 15, 2027 | $0.68 |
 TE.PA (triangulacapital) | Ex-Dividend | May 18, 2027 | $1.18 |
 RF.PA (triangulacapital) | Ex-Dividend | May 18, 2027 | $3.01 |
 VK.PA (triangulacapital) | Ex-Dividend | May 26, 2027 | $1.71 |
 DBK.DE (TheBigBanks) | Ex-Dividend | May 29, 2027 | $0.00 |
 KGX.DE (triangulacapital) | Ex-Dividend | May 29, 2027 | $0.72 |
 ANE.MC (RenewableEnergy) | Ex-Dividend | Jun 16, 2027 | $0.00 |
 3328.HK (TheBigBanks) | Ex-Dividend | Jul 2, 2027 | $0.02 |
 3968.HK (TheBigBanks) | Ex-Dividend | Jul 2, 2027 | $0.28 |
 HDB (TheBigBanks) | Ex-Dividend | Aug 7, 2027 | $0.75 |
Performance Metrics
Score 5.4/10
Beta
1.41
1.41
0
0.8
1.2
0
2
Sharpe Ratio
0.61
0.61
0
0.5
1
1.5
1.5
Sortino Ratio
1.05
1.05
0
1
2
3
3
Jensen's Alpha
0.84
0.84
-2
0
2
4.5
4.5
Omega Ratio
1.27
1.27
0
1
1.5
2.5
2.5
Treynor Ratio
0.96
0.96
0
0.75
1.25
2
2
Information Ratio
0.31
0.31
0
0.3
0.6
1
1
Calmar Ratio
0.39
0.39
0
0.3
0.6
1
1
Beta
1.41
1.41
0
0.8
1.2
0
2
Sharpe Ratio
0.61
0.61
0
0.5
1
1.5
1.5
Sortino Ratio
1.05
1.05
0
1
2
3
3
Jensen's Alpha
0.84
0.84
-2
0
2
4.5
4.5
Omega Ratio
1.27
1.27
0
1
1.5
2.5
2.5
Treynor Ratio
0.96
0.96
0
0.75
1.25
2
2
Information Ratio
0.31
0.31
0
0.3
0.6
1
1
Calmar Ratio
0.39
0.39
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
28.4
High:
TSLA
351.88TSLALow:BMW.DE
5.22BMW.DEDetails
PEG Ratio
0.29
High:ADS.DE
1.35ADS.DELow:GOOG
0.15GOOGDetails
Price/Book
14.78
High:NVDA
25.19NVDALow:BMW.DE
0.34BMW.DEDetails
Price/Sales
12.97
High:NVDA
19.15NVDALow:LHA.DE
0.22LHA.DEDetails
Price/CF
30
High:TSLA
79.69TSLALow:MBG.DE
3.04MBG.DEDetails
Price/FCF
48.53
High:
AMZN
325.85AMZNLow:ITUB
6.05ITUBDetails
P/E Ratio
28.4
High:TSLA
351.88TSLALow:BMW.DE
5.22BMW.DEDetails
PEG Ratio
0.29
High:ADS.DE
1.35ADS.DELow:GOOG
0.15GOOGDetails
Price/Book
14.78
High:NVDA
25.19NVDALow:BMW.DE
0.34BMW.DEDetails
Price/Sales
12.97
High:NVDA
19.15NVDALow:LHA.DE
0.22LHA.DEDetails
Price/CF
30
High:TSLA
79.69TSLALow:MBG.DE
3.04MBG.DEDetails
Price/FCF
48.53
High:AMZN
325.85AMZNLow:ITUB
6.05ITUBDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-44.94% | Dec 2021 | Feb 2024 | 26 |
-8.38% | Feb 2025 | Jun 2025 | 4 |
-8.04% | Apr 2024 | May 2024 | 1 |
-7.96% | Feb 2026 | Apr 2026 | 2 |
-7.89% | Jul 2026 | - | 4 |
-6.51% | Sep 2021 | Oct 2021 | 1 |
-4.67% | Jun 2021 | Jul 2021 | 1 |
-4.01% | Nov 2025 | Jan 2026 | 2 |
-3.41% | Jul 2024 | Oct 2024 | 3 |
-0.22% | Dec 2024 | Jan 2025 | 1 |