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+0.21%
Today
+1.47%
This Month
+7.31%
Year To Date
+28.32%
2 Years
+63.58%
5 Years
+18.97%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading71.31%
- 🛍️ Retail Trade19.03%
- 🛠️ Producer Manufacturing2.76%
- 💵 Cash2.73%
- 🍞 Consumer Non Durables2.3%
- 💰 Finance0.07%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE41.63%
- 🇺🇸 Nasdaq21.49%
- 🇬🇧 LSE10.71%
- 🌍 Commodity3.49%
- 🇫🇷 Euronext Paris2.35%
- 🇮🇹 Borsa Italiana1.49%
- 🌍 Digital Currency1.31%
- 🇳🇱 Euronext Amsterdam1.28%
- 🇪🇸 Bolsa De Madrid0.75%
- 🇸🇪 Stockholm Stock Exchange0.74%
- 🇩🇪 FRA0.59%
- 🇩🇰 Copenhagen Stock Exchange0.27%
- 🇨🇭 SIX0.18%
- 🇭🇰 Hong Kong Exchanges0.16%
- 🇺🇸 Chicago Board Options Exchange0.09%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States52.64%
- 🇬🇧 United Kingdom10.72%
- 🇧🇷 Brazil2.75%
- 🇫🇷 France2.35%
- 🇮🇱 Israel2.21%
- 🇮🇹 Italy1.49%
- 🇳🇱 Netherlands1.28%
- 🇨🇴 Colombia0.89%
- 🇪🇸 Spain0.75%
- 🇫🇮 Finland0.74%
- 🇩🇪 Germany0.59%
- 🇮🇪 Ireland0.42%
- 🇨🇭 Switzerland0.32%
- 🇩🇰 Denmark0.3%
- 🇱🇺 Luxembourg0.23%
- 🇹🇼 Taiwan0.2%
- 🇨🇳 China0.19%
- 🇺🇾 Uruguay0.15%
- 🇰🇾 Cayman Islands0.04%
- 🇿🇦 South Africa0.03%
- 🇨🇦 Canada0%
Dividends
Dividend Yield
1.1%
10 out of 13 instruments pay dividend.
20 dividend payments in the next 30 days.
Highest Dividend: triangulacapital (4.45%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 triangulacapital | 0.43% | 4.45% | - |
 AmitKup | 0.37% | 3.5% | - |
 rubymza | 0.08% | 0.76% | - |
 thomaspj | 0.06% | 0.64% | - |
 CaridinaCapital | 0.05% | 0.41% | - |
 Doctorgino | 0.03% | 0.4% | - |
 jaynemesis | 0.03% | 0.8% | - |
 CPHequities | 0.02% | 0.78% | - |
 Jenelleb123 | 0.02% | 0.68% | - |
 ITUB | 0% | -4.64% | $-0.15 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 CRM (CaridinaCapital) | Pay Day | Jul 10, 2025 | $0.42 |
CRM (jaynemesis) | Pay Day | Jul 10, 2025 | $0.42 |
 INTU (jaynemesis) | Ex-Dividend | Jul 10, 2025 | $1.04 |
 SBRY.L (Jenelleb123) | Pay Day | Jul 11, 2025 | $0.13 |
 TMO (CaridinaCapital) | Pay Day | Jul 15, 2025 | $0.43 |
 ECL (jaynemesis) | Pay Day | Jul 15, 2025 | $0.65 |
 ZTS (CaridinaCapital) | Ex-Dividend | Jul 18, 2025 | $0.50 |
INTU (jaynemesis) | Pay Day | Jul 18, 2025 | $1.04 |
 DELL (Jenelleb123) | Ex-Dividend | Jul 22, 2025 | $0.52 |
 MU (CPHequities) | Pay Day | Jul 22, 2025 | $0.12 |
 DHR (CaridinaCapital) | Pay Day | Jul 25, 2025 | $0.32 |
 GE (rubymza) | Pay Day | Jul 25, 2025 | $0.36 |
GE (thomaspj) | Pay Day | Jul 25, 2025 | $0.36 |
 LAND.L (triangulacapital) | Pay Day | Jul 25, 2025 | $0.16 |
 01211.HK (jaynemesis) | Pay Day | Jul 29, 2025 | $0.55 |
 WST (CaridinaCapital) | Ex-Dividend | Jul 30, 2025 | $0.21 |
 IBE.MC (jaynemesis) | Pay Day | Jul 30, 2025 | $0.46 |
 JPM (rubymza) | Pay Day | Jul 31, 2025 | $1.40 |
JPM (thomaspj) | Pay Day | Jul 31, 2025 | $1.40 |
DELL (Jenelleb123) | Pay Day | Aug 1, 2025 | $0.52 |
WST (CaridinaCapital) | Pay Day | Aug 6, 2025 | $0.21 |
 AXP (Jenelleb123) | Pay Day | Aug 8, 2025 | $0.82 |
 MA (CPHequities) | Pay Day | Aug 8, 2025 | $0.76 |
 LNG (CPHequities) | Ex-Dividend | Aug 8, 2025 | $0.50 |
AXP (thomaspj) | Pay Day | Aug 8, 2025 | $0.82 |
 WMT (Jenelleb123) | Ex-Dividend | Aug 15, 2025 | $0.24 |
 LLY (Jenelleb123) | Ex-Dividend | Aug 15, 2025 | $1.50 |
 RTX (rubymza) | Ex-Dividend | Aug 15, 2025 | $0.68 |
WMT (thomaspj) | Ex-Dividend | Aug 15, 2025 | $0.24 |
LNG (CPHequities) | Pay Day | Aug 18, 2025 | $0.50 |
 MSFT (CaridinaCapital) | Ex-Dividend | Aug 21, 2025 | $0.83 |
 AMAT (CaridinaCapital) | Ex-Dividend | Aug 21, 2025 | $0.46 |
MSFT (CPHequities) | Ex-Dividend | Aug 21, 2025 | $0.83 |
MSFT (jaynemesis) | Ex-Dividend | Aug 21, 2025 | $0.83 |
MSFT (rubymza) | Ex-Dividend | Aug 21, 2025 | $0.83 |
MSFT (thomaspj) | Ex-Dividend | Aug 21, 2025 | $0.83 |
 SPGI (CaridinaCapital) | Ex-Dividend | Aug 26, 2025 | $0.96 |
 GLEN.L (Jenelleb123) | Ex-Dividend | Aug 28, 2025 | $0.05 |
WMT (Jenelleb123) | Pay Day | Sep 2, 2025 | $0.24 |
WMT (thomaspj) | Pay Day | Sep 2, 2025 | $0.24 |
ZTS (CaridinaCapital) | Pay Day | Sep 3, 2025 | $0.50 |
RTX (rubymza) | Pay Day | Sep 4, 2025 | $0.68 |
 TT (jaynemesis) | Ex-Dividend | Sep 5, 2025 | $0.94 |
SPGI (CaridinaCapital) | Pay Day | Sep 10, 2025 | $0.96 |
LLY (Jenelleb123) | Pay Day | Sep 10, 2025 | $1.50 |
MSFT (CaridinaCapital) | Pay Day | Sep 11, 2025 | $0.83 |
AMAT (CaridinaCapital) | Pay Day | Sep 11, 2025 | $0.46 |
MSFT (CPHequities) | Pay Day | Sep 11, 2025 | $0.83 |
MSFT (jaynemesis) | Pay Day | Sep 11, 2025 | $0.83 |
MSFT (rubymza) | Pay Day | Sep 11, 2025 | $0.83 |
MSFT (thomaspj) | Pay Day | Sep 11, 2025 | $0.83 |
 GRMN (jaynemesis) | Ex-Dividend | Sep 12, 2025 | $0.90 |
 TSM (CPHequities) | Ex-Dividend | Sep 16, 2025 | $0.82 |
GLEN.L (Jenelleb123) | Pay Day | Sep 19, 2025 | $0.05 |
GRMN (jaynemesis) | Pay Day | Sep 26, 2025 | $0.90 |
TT (jaynemesis) | Pay Day | Sep 30, 2025 | $0.94 |
TSM (CPHequities) | Pay Day | Oct 9, 2025 | $0.82 |
 INDA (CPHequities) | Pay Day | Dec 20, 2025 | $0.00 |
Performance Metrics
Score 6.5/10
Beta
0.6
0.6
0
0.8
1.2
0
2
Sharpe Ratio
0.63
0.63
0
0.5
1
1.5
1.5
Sortino Ratio
1.22
1.22
0
1
2
3
3
Jensen's Alpha
7
7
-2
0
2
7
7
Omega Ratio
1.12
1.12
0
1
1.5
2.5
2.5
Treynor Ratio
1.76
1.76
0
0.75
1.25
2
2
Information Ratio
0.15
0.15
0
0.3
0.6
1
1
Calmar Ratio
0.78
0.78
0
0.3
0.6
1
1
Beta
0.6
0.6
0
0.8
1.2
0
2
Sharpe Ratio
0.63
0.63
0
0.5
1
1.5
1.5
Sortino Ratio
1.22
1.22
0
1
2
3
3
Jensen's Alpha
7
7
-2
0
2
7
7
Omega Ratio
1.12
1.12
0
1
1.5
2.5
2.5
Treynor Ratio
1.76
1.76
0
0.75
1.25
2
2
Information Ratio
0.15
0.15
0
0.3
0.6
1
1
Calmar Ratio
0.78
0.78
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
25.29
High:
FRPT
234.1FRPTLow:
ITUB
9.69ITUBDetails
PEG Ratio
1,087.42
High:
AZO
1,272.48AZOLow:ITUB
188.86ITUBDetails
Price/Book
-17.31
High:
YETI
3.46YETILow:AZO
-15.75AZODetails
Price/Sales
3.36
High:AZO
3.41AZOLow:ITUB
1.07ITUBDetails
Price/CF
19.1
High:FRPT
26.37FRPTLow:ITUB
2.38ITUBDetails
Price/FCF
30.68
High:FRPT
516.56FRPTLow:ITUB
2.95ITUBDetails
P/E Ratio
25.29
High:FRPT
234.1FRPTLow:ITUB
9.69ITUBDetails
PEG Ratio
1,087.42
High:AZO
1,272.48AZOLow:ITUB
188.86ITUBDetails
Price/Book
-17.31
High:YETI
3.46YETILow:AZO
-15.75AZODetails
Price/Sales
3.36
High:AZO
3.41AZOLow:ITUB
1.07ITUBDetails
Price/CF
19.1
High:FRPT
26.37FRPTLow:ITUB
2.38ITUBDetails
Price/FCF
30.68
High:FRPT
516.56FRPTLow:ITUB
2.95ITUBDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-20.79% | Jul 2023 | Dec 2023 | 5 |
-7.74% | Apr 2023 | May 2023 | 1 |
-4.75% | Feb 2025 | May 2025 | 3 |
-2.43% | Jun 2022 | Jul 2022 | 1 |
-1.63% | Dec 2024 | Jan 2025 | 1 |
-1.51% | Apr 2024 | May 2024 | 1 |
-1.44% | Jan 2024 | Feb 2024 | 1 |
-1.37% | Oct 2024 | Nov 2024 | 1 |
-0.98% | Jul 2024 | Sep 2024 | 2 |
-0.56% | Jun 2025 | Jul 2025 | 1 |