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-0.11%
This Month
+7.31%
Year To Date
+27.91%
2 Years
+26.55%
5 Years
+16.39%
10 Years
+3.08%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading41.2%
- 🧩 Miscellaneous15.15%
- 📊 ETFs14.92%
- 💵 Cash6.01%
- 🖥️ Technology Services5.57%
- 🛍️ Retail Trade3.92%
- 💰 Finance3.52%
- 💇♀️ Consumer Services2.88%
- 💻 Electronic Technology1.71%
- 🍞 Consumer Non Durables1.5%
- 🧬 Health Technology1.12%
- 💼 Commercial Services0.81%
- 🚚 Transportation0.75%
- 🛠️ Producer Manufacturing0.63%
- 🏥 Health Services0.53%
- 🚗 Consumer Durables0.53%
- ⛏️ Energy Minerals0.32%
- 🪨 Non Energy Minerals0.21%
- 🏭 Industrial Services0.09%
- 📡 Communications0.07%
- ❓ Other0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE36.94%
- 🇺🇸 Nasdaq24.39%
- 🇬🇧 LSE15.44%
- 🇮🇹 Borsa Italiana3.69%
- 🇳🇱 Euronext Amsterdam2.25%
- 🇭🇰 Hong Kong Exchanges1.7%
- 🇫🇷 Euronext Paris1.61%
- 🇩🇪 FRA1.56%
- 🇸🇪 Stockholm Stock Exchange1.02%
- 🇺🇸 Chicago Board Options Exchange1.01%
- 🇩🇪 Xetra ETFs0.86%
- 🇪🇸 Bolsa De Madrid0.59%
- 🌍 Digital Currency0.42%
- 🇨🇭 SIX0.39%
- 🌍 Commodity0.23%
- 🇵🇹 Euronext Lisbon0.2%
- 🇩🇰 Copenhagen Stock Exchange0.2%
- 🇳🇴 Oslo Stock Exchange0.16%
- 🇧🇪 Euronext Brussels0.07%
- 🇦🇺 Sydney0.06%
- Tokyo Stock Exchange0.06%
- 🌍 CFD0.05%
- 🌍 FX0.03%
- Regular Trading Hours - RTH0.03%
- 🇺🇸 OTC Markets Stock Exchange0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States28.79%
- 🇮🇹 Italy4.17%
- 🇬🇧 United Kingdom3.33%
- 🇨🇳 China3.08%
- 🇳🇱 Netherlands2.21%
- 🇫🇷 France1.73%
- 🇩🇪 Germany1.56%
- 🇨🇦 Canada1.35%
- 🇸🇪 Sweden1.21%
- 🇹🇼 Taiwan1.03%
- 🇨🇭 Switzerland1.02%
- 🇮🇱 Israel0.93%
- 🇺🇾 Uruguay0.84%
- 🇪🇸 Spain0.59%
- 🇧🇷 Brazil0.52%
- 🇸🇬 Singapore0.52%
- 🇮🇪 Ireland0.51%
- 🇩🇰 Denmark0.35%
- 🇰🇿 Kazakhstan0.29%
- 🇭🇰 Hong Kong0.27%
- 🇵🇹 Portugal0.2%
- 🇳🇴 Norway0.16%
- 🇧🇲 Bermuda0.13%
- 🇬🇷 Greece0.12%
- 🇮🇳 India0.1%
- 🇲🇽 Mexico0.09%
- 🇦🇺 Australia0.07%
- 🇧🇪 Belgium0.05%
- 🇯🇵 Japan0.03%
- 🇰🇷 South Korea0.03%
- 🇵🇦 Panama0.01%
- 🇱🇺 Luxembourg0.01%
- 🇨🇴 Colombia0.01%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
0.91%
108 out of 186 instruments pay dividend.
7 dividend payments in the next 30 days.
Highest Dividend: $OGZDL.L (67.74%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 triangulacapital | 0.11% | 3.46% | - |
 Italian-Heritage | 0.09% | 3.35% | - |
 YieldKing | 0.06% | 3.17% | - |
 EuropeEconomy | 0.05% | 2.45% | - |
 FundManagerZech | 0.05% | 2.8% | - |
 SPY | 0.04% | 0.96% | - |
 adams302 | 0.04% | 2.82% | - |
 AmitKup | 0.03% | 2.24% | - |
 DividendGrowth | 0.03% | 2.22% | - |
 II-Quality | 0.02% | 1.56% | - |
 iBore99 | 0.02% | 1.82% | - |
 Andre031988 | 0.02% | 1.76% | - |
 thomaspj | 0.02% | 0.61% | - |
 ingruc | 0.01% | 1.43% | - |
 LoicInv | 0.01% | 0.6% | - |
 JD.US | 0.01% | 3.47% | $0.74 |
 YieldGrowth | 0.01% | 0.72% | - |
 HTHT | 0.01% | 4.52% | $0.6 |
 AKRBP.OL | 0.01% | 7.15% | $24.77 |
 GRG.L | 0.01% | 3.69% | $0.6 |
 KSPI | 0.01% | 3.27% | - |
 PEP | 0.01% | 4.18% | $5.15 |
 PG | 0.01% | 2.91% | $3.83 |
 MCD | 0.01% | 2.87% | $6.53 |
 RIO | 0.01% | 3.87% | $4.34 |
 jaynemesis | 0.01% | 0.78% | - |
 ZTS | 0.01% | 2.76% | $1.67 |
 PFE | 0.01% | 6.05% | $1.66 |
 BigTech | 0.01% | 0.2% | - |
 0700.HK | 0.01% | 1.2% | $3.4 |
 TTE | 0.01% | 4.42% | $2.69 |
 emge2116 | 0.01% | 0.63% | - |
 MONC.MI | 0.01% | 3.05% | $1.15 |
 celesh | 0.01% | 1.16% | - |
 ITX.MC | 0.01% | 2.47% | $1.11 |
 TSM | 0.01% | 0.7% | $1.74 |
 Aukie2008 | 0.01% | 0.9% | - |
 UNH | 0.01% | 2.25% | $7.74 |
 MSFT | 0.01% | 0.73% | $3 |
 pino428 | 0.01% | 0.85% | - |
 MRK | 0.01% | 2.24% | $3.04 |
 rubymza | 0% | 0.65% | - |
 BAC | 0% | 1.79% | $0.96 |
 U-optimize | 0% | 0.33% | - |
 campervans | 0% | 0.6% | - |
 VZ | 0% | 5.57% | $2.66 |
 RACE | 0% | 1.02% | $2.64 |
 RMV.L | 0% | 2.16% | $0.09 |
 FDX | 0% | 1.73% | $5.16 |
 NOVO-B.CO | 0% | 3.91% | $9.4 |
 WNC | 0% | 2.24% | $0.32 |
 CCL | 0% | 1.91% | - |
 1913.HK | 0% | 3.82% | - |
 NESN.ZU | 0% | 3.96% | $3 |
 NVO | 0% | 2.64% | $0.98 |
 BKNG | 0% | 0.83% | $17.5 |
 META | 0% | 0.34% | $1 |
 KO | 0% | 2.36% | $1.89 |
 BABA | 0% | 0.91% | $0.98 |
 SPGI | 0% | 0.87% | $3.62 |
 OGZDL.L | 0% | 67.74% | - |
 DIS | 0% | 1.42% | $0.75 |
 GOOG | 0% | 0.25% | $0.2 |
 MSCI | 0% | 1.34% | $5.96 |
 CPR.MI | 0% | 1.73% | $0.07 |
 V | 0% | 0.69% | $2.01 |
 02020.HK | 0% | 3.4% | $1.97 |
 PRY.MI | 0% | 0.73% | $0.7 |
 Enslinjaco | 0% | 0.4% | - |
 SL.MI | 0% | 2.71% | $1 |
 PRX.NV | 0% | 0.75% | $0.07 |
 PLD | 0% | 3.03% | $3.66 |
 YUMC | 0% | 2.43% | $0.58 |
 SNY | 0% | 3.99% | $1.48 |
 NTES | 0% | 2.52% | $2.58 |
 The-Chameleon | 0% | 0.14% | - |
 MTCH | 0% | 1.86% | - |
 TXN | 0% | 2.17% | $5.14 |
 WM | 0% | 1.62% | $2.9 |
 C | 0% | 1.74% | $2.12 |
 9988.HK | 0% | 0.93% | $0.98 |
 IHG | 0% | 1.05% | $1.49 |
 BLK | 0% | 1.95% | $20.2 |
 ASML.NV | 0% | 0.51% | $6.1 |
 MA | 0% | 0.58% | $2.46 |
 HDB | 0% | 1.52% | $0.6 |
 JPM | 0% | 1.67% | $4.4 |
 Finanzzyklen | 0% | 0.16% | - |
 YUM | 0% | 1.94% | $2.55 |
 CL | 0% | 2.37% | $1.96 |
 MCO | 0% | 0.8% | $3.24 |
 PYPL | 0% | 0.76% | - |
 AXP | 0% | 1.09% | $2.6 |
 BRO | 0% | 0.9% | $0.51 |
 AMP.US | 0% | 1.16% | $5.53 |
 CB | 0% | 1.15% | $3.49 |
 ASM.NV | 0% | 0.39% | $2.75 |
 ASML | 0% | 0.44% | $5.57 |
 DHR | 0% | 0.69% | $1.05 |
 CSL | 0% | 1.25% | $3.4 |
 Nando1979 | 0% | 0.05% | - |
 IBKR | 0% | 0.35% | - |
 REGN | 0% | 0.44% | - |
 Slow_and_Steady | 0% | 0.04% | - |
 QQQ | 0% | 0.39% | - |
 TER | 0% | 0.14% | $0.46 |
 SCCO | 0% | -1.82% | $-3.76 |
 ITUB | 0% | -1.71% | $-0.15 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 WMT (U-optimize) | Pay Day | Sep 8, 2026 | $0.25 |
WMT (campervans) | Pay Day | Sep 8, 2026 | $0.25 |
WMT (II-Quality) | Pay Day | Sep 8, 2026 | $0.25 |
 CFR.ZU (EuropeEconomy) | Ex-Dividend | Sep 16, 2026 | $4.20 |
 GLEN.L (EuropeEconomy) | Pay Day | Sep 18, 2026 | $0.09 |
GLEN.L (YieldKing) | Pay Day | Sep 18, 2026 | $0.09 |
CFR.ZU (EuropeEconomy) | Pay Day | Sep 21, 2026 | $4.20 |
 IMB.L (ingruc) | Pay Day | Sep 30, 2026 | $0.56 |
ITX.MC | Ex-Dividend | Oct 29, 2026 | $0.64 |
ITX.MC | Pay Day | Nov 2, 2026 | $0.64 |
 ASSA-B.ST (II-Quality) | Ex-Dividend | Nov 10, 2026 | $0.36 |
ASSA-B.ST (II-Quality) | Pay Day | Nov 16, 2026 | $0.36 |
Performance Metrics
Score 2.5/10
Beta
0.74
0.74
0
0.8
1.2
0
2
Sharpe Ratio
0.02
0.02
0
0.5
1
1.5
1.5
Sortino Ratio
0.03
0.03
0
1
2
3
3
Jensen's Alpha
-6.91
-6.91
-7
0
2
4.5
4.5
Omega Ratio
0.37
0.37
0
1
1.5
2.5
2.5
Treynor Ratio
0.03
0.03
0
0.75
1.25
2
2
Information Ratio
-1.31
-1.31
-2
0.3
0.6
1
1
Calmar Ratio
0.08
0.08
0
0.3
0.6
1
1
Beta
0.74
0.74
0
0.8
1.2
0
2
Sharpe Ratio
0.02
0.02
0
0.5
1
1.5
1.5
Sortino Ratio
0.03
0.03
0
1
2
3
3
Jensen's Alpha
-6.91
-6.91
-7
0
2
4.5
4.5
Omega Ratio
0.37
0.37
0
1
1.5
2.5
2.5
Treynor Ratio
0.03
0.03
0
0.75
1.25
2
2
Information Ratio
-1.31
-1.31
-2
0.3
0.6
1
1
Calmar Ratio
0.08
0.08
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
26.02
High:
BFIT.NV
143.57BFIT.NVLow:
BIDU
-5,065.95BIDUDetails
PEG Ratio
490.62
High:DHR
76,940DHRLow:
NIO
-13.16NIODetails
Price/Book
6.73
High:CL
509.02CLLow:MCD
-151.69MCDDetails
Price/Sales
6.12
High:ASML.NV
17.96ASML.NVLow:
CNC
0.17CNCDetails
Price/CF
16.31
High:
GRAB
160.94GRABLow:IBKR
0.84IBKRDetails
Price/FCF
49.88
High:TXN
4,155.74TXNLow:IBKR
0.84IBKRDetails
P/E Ratio
26.02
High:BFIT.NV
143.57BFIT.NVLow:BIDU
-5,065.95BIDUDetails
PEG Ratio
490.62
High:DHR
76,940DHRLow:NIO
-13.16NIODetails
Price/Book
6.73
High:CL
509.02CLLow:MCD
-151.69MCDDetails
Price/Sales
6.12
High:ASML.NV
17.96ASML.NVLow:CNC
0.17CNCDetails
Price/CF
16.31
High:GRAB
160.94GRABLow:IBKR
0.84IBKRDetails
Price/FCF
49.88
High:TXN
4,155.74TXNLow:IBKR
0.84IBKRDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-33.62% | May 2021 | Jun 2025 | 49 |
-6.05% | Mar 2026 | Apr 2026 | 1 |
-3.16% | Jun 2026 | Aug 2026 | 2 |
-0.41% | Nov 2025 | Jan 2026 | 2 |
-0.11% | Sep 2026 | - | 1 |