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+0.81%
This Month
+2.87%
Year To Date
+26.6%
2 Years
+19.72%
5 Years
+11.58%
10 Years
+2.29%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading41.78%
- 📊 ETFs17.19%
- 🧩 Miscellaneous15.74%
- 🖥️ Technology Services5.08%
- 🛍️ Retail Trade3.75%
- 💰 Finance3.38%
- 💇♀️ Consumer Services2.62%
- 💻 Electronic Technology2.07%
- 🍞 Consumer Non Durables1.67%
- 🧬 Health Technology1.24%
- 💼 Commercial Services0.87%
- 🛠️ Producer Manufacturing0.85%
- 🚚 Transportation0.83%
- 🏥 Health Services0.68%
- 🚗 Consumer Durables0.63%
- ⛏️ Energy Minerals0.61%
- 🏭 Industrial Services0.39%
- 💵 Cash0.28%
- 🪨 Non Energy Minerals0.18%
- 🪙 Cryptocurrencies0.09%
- ⚡ Utilities0.06%
- 📡 Communications0.06%
- ❓ Other0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE39.17%
- 🇺🇸 Nasdaq24.55%
- 🇬🇧 LSE16.44%
- 🇮🇹 Borsa Italiana4.53%
- 🇳🇱 Euronext Amsterdam2.19%
- 🇫🇷 Euronext Paris1.93%
- 🇭🇰 Hong Kong Exchanges1.76%
- 🇩🇪 FRA1.65%
- 🇺🇸 Chicago Board Options Exchange1.02%
- 🇸🇪 Stockholm Stock Exchange0.77%
- 🇩🇪 Xetra ETFs0.74%
- 🇪🇸 Bolsa De Madrid0.57%
- 🇨🇭 SIX0.46%
- 🌍 Digital Currency0.33%
- 🇩🇰 Copenhagen Stock Exchange0.2%
- 🌍 CFD0.18%
- 🌍 Commodity0.16%
- 🇳🇴 Oslo Stock Exchange0.15%
- 🌍 FX0.11%
- 🇦🇺 Sydney0.07%
- 🇧🇪 Euronext Brussels0.07%
- Tokyo Stock Exchange0.06%
- Regular Trading Hours - RTH0.04%
- 🇺🇸 OTC Markets Stock Exchange0%
- 🇵🇹 Euronext Lisbon0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States29.66%
- 🇮🇹 Italy4.96%
- 🇬🇧 United Kingdom3.58%
- 🇨🇳 China3.32%
- 🇳🇱 Netherlands2.31%
- 🇫🇷 France2%
- 🇩🇪 Germany1.66%
- 🇨🇦 Canada1.1%
- 🇹🇼 Taiwan1.05%
- 🇸🇪 Sweden0.95%
- 🇨🇭 Switzerland0.94%
- 🇮🇱 Israel0.75%
- 🇺🇾 Uruguay0.73%
- 🇪🇸 Spain0.57%
- 🇮🇪 Ireland0.54%
- 🇸🇬 Singapore0.49%
- 🇧🇷 Brazil0.48%
- 🇩🇰 Denmark0.37%
- 🇰🇿 Kazakhstan0.21%
- 🇳🇴 Norway0.15%
- 🇭🇰 Hong Kong0.14%
- 🇮🇳 India0.13%
- 🇧🇲 Bermuda0.11%
- 🇦🇺 Australia0.08%
- 🇬🇷 Greece0.07%
- 🇧🇪 Belgium0.06%
- 🇰🇾 Cayman Islands0.03%
- 🇲🇽 Mexico0.03%
- 🇯🇵 Japan0.03%
- 🇰🇷 South Korea0.02%
- 🇵🇦 Panama0.01%
- 🇨🇴 Colombia0.01%
- 🇱🇺 Luxembourg0.01%
- 🇷🇺 Russia0%
- 🇵🇹 Portugal0%
Dividends
Dividend Yield
1.04%
136 out of 232 instruments pay dividend.
20 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% | 3.75% | - |
 Italian-Heritage | 0.09% | 3.32% | - |
 FundManagerZech | 0.08% | 5.02% | - |
 YieldKing | 0.06% | 3.26% | - |
 EuropeEconomy | 0.05% | 2.43% | - |
 adams302 | 0.04% | 3.44% | - |
 SPY | 0.04% | 0.99% | - |
 AmitKup | 0.04% | 2.96% | - |
 DividendGrowth | 0.03% | 2.31% | - |
 II-Quality | 0.02% | 1.6% | - |
 Andre031988 | 0.02% | 2.51% | - |
 iBore99 | 0.02% | 1.92% | - |
 thomaspj | 0.02% | 0.67% | - |
 JD.US | 0.01% | 3.25% | $0.74 |
 ingruc | 0.01% | 1.5% | - |
 YieldGrowth | 0.01% | 0.73% | - |
 LoicInv | 0.01% | 0.63% | - |
 HTHT | 0.01% | 5.18% | $0.6 |
 AKRBP.OL | 0.01% | 7.48% | $24.77 |
 SPM.MI | 0.01% | 3.82% | - |
 MRK | 0.01% | 2.66% | $3.04 |
 pino428 | 0.01% | 1.49% | - |
 PG | 0.01% | 2.9% | $3.83 |
 MCD | 0.01% | 2.78% | $6.53 |
 UNH | 0.01% | 2.05% | $7.74 |
 GRG.L | 0.01% | 4.32% | $0.6 |
 RIO | 0.01% | 4.41% | $4.34 |
 KSPI | 0.01% | 3.94% | - |
 BigTech | 0.01% | 0.21% | - |
 0700.HK | 0.01% | 1.2% | $3.4 |
 jaynemesis | 0.01% | 0.71% | - |
 MONC.MI | 0.01% | 2.73% | $1.15 |
 celesh | 0.01% | 1.23% | - |
 TTE | 0.01% | 4.69% | $2.69 |
 Aukie2008 | 0.01% | 1.04% | - |
 emge2116 | 0.01% | 0.66% | - |
 PFE | 0.01% | 6.88% | $1.66 |
 ITX.MC | 0.01% | 2.61% | $1.11 |
 TSM | 0.01% | 0.72% | $1.74 |
 ENI.MI | 0.01% | 4.93% | $0.94 |
 rubymza | 0.01% | 0.66% | - |
 campervans | 0.01% | 0.72% | - |
 MSFT | 0% | 0.91% | $3 |
 BAC | 0% | 1.83% | $0.96 |
 Finanzzyklen | 0% | 0.66% | - |
 ZTS | 0% | 2.77% | $1.67 |
 NOVO-B.CO | 0% | 3.63% | $9.4 |
 FDX | 0% | 1.78% | $5.16 |
 VZ | 0% | 6.34% | $2.66 |
 RACE | 0% | 1.13% | $2.64 |
 The-Chameleon | 0% | 0.28% | - |
 1913.HK | 0% | 3.66% | - |
 RMV.L | 0% | 2.41% | $0.09 |
 NESN.ZU | 0% | 3.57% | $3 |
 WNC | 0% | 2.37% | $0.32 |
 Enslinjaco | 0% | 0.66% | - |
 CCL | 0% | 1.73% | - |
 NVO | 0% | 2.49% | $0.98 |
 U-optimize | 0% | 0.24% | - |
 ENAV.MI | 0% | 5.82% | $0.23 |
 PRY.MI | 0% | 0.7% | $0.7 |
 GTT.PA | 0% | 4.67% | $4.36 |
 BKNG | 0% | 0.9% | $17.5 |
 BABA | 0% | 0.89% | $0.98 |
 KO | 0% | 2.53% | $1.89 |
 OGZDL.L | 0% | 67.74% | - |
 GOOG | 0% | 0.24% | $0.2 |
 META | 0% | 0.33% | $1 |
 MSCI | 0% | 1.38% | $5.96 |
 OXY | 0% | 1.74% | $0.8 |
 DIS | 0% | 1.56% | $0.75 |
 CPR.MI | 0% | 1.74% | $0.07 |
 SPGI | 0% | 0.9% | $3.62 |
 SL.MI | 0% | 2.74% | $1 |
 V | 0% | 0.73% | $2.01 |
 02020.HK | 0% | 3.23% | $1.97 |
 PLD | 0% | 2.81% | $3.66 |
 YUMC | 0% | 2.48% | $0.58 |
 SNY | 0% | 4.03% | $1.48 |
 PEP | 0% | 4.24% | $5.15 |
 HDB | 0% | 1.49% | $0.6 |
 TXN | 0% | 1.97% | $5.14 |
 NTES | 0% | 2.32% | $2.58 |
 CVX.US | 0% | 3.63% | $6.28 |
 WM | 0% | 1.54% | $2.9 |
 PRX.NV | 0% | 0.75% | $0.07 |
 MTCH | 0% | 2.03% | - |
 AIR.PA | 0% | 1.55% | $1.8 |
 C | 0% | 1.8% | $2.12 |
 PYPL | 0% | 0.76% | - |
 9988.HK | 0% | 0.91% | $0.98 |
 ASML.NV | 0% | 0.49% | $6.1 |
 IHG | 0% | 1.08% | $1.49 |
 KNOS.L | 0% | 3.59% | $0.36 |
 BLK | 0% | 2.12% | $20.2 |
 A2A.MI | 0% | 4.45% | $0.1 |
 MA | 0% | 0.63% | $2.46 |
 JPM | 0% | 1.74% | $4.4 |
 NKE | 0% | 3.8% | $1.45 |
 CL | 0% | 2.32% | $1.96 |
 YUM | 0% | 2% | $2.55 |
 MCO | 0% | 0.82% | $3.24 |
 AZN.L | 0% | 1.85% | $2.28 |
 AEP | 0% | 2.91% | $3.47 |
 MC.PA | 0% | 2.72% | $13 |
 AXP | 0% | 1.02% | $2.6 |
 EL.PA | 0% | 2.41% | $3.95 |
 CB | 0% | 1.14% | $3.49 |
 CRM | 0% | 1% | $0.4 |
 AMP.US | 0% | 1.24% | $5.53 |
 BRO | 0% | 0.98% | $0.51 |
 P911.DE | 0% | 2.16% | $2.31 |
 RACE.MI | 0% | 1.1% | - |
 ADS.DE | 0% | 1.55% | $0.7 |
 ASM.NV | 0% | 0.37% | $2.75 |
 DAL | 0% | 0.93% | $0.3 |
 OR.PA | 0% | 1.89% | $6.6 |
 ASML | 0% | 0.42% | $5.57 |
 A.US | 0% | 0.78% | $0.93 |
 Nando1979 | 0% | 0.05% | - |
 CSL | 0% | 1.36% | $3.4 |
 DHR | 0% | 0.8% | $1.05 |
 IBKR | 0% | 0.35% | - |
 BC.MI | 0% | 1.25% | $0.91 |
 CHD | 0% | 1.27% | $1.11 |
 REGN | 0% | 0.55% | - |
 QQQ | 0% | 0.4% | - |
 AAPL | 0% | 0.32% | $0.97 |
 01211.HK | 0% | 0.47% | $3.41 |
 Slow_and_Steady | 0% | 0.01% | - |
 TER | 0% | 0.14% | $0.46 |
 GEHC | 0% | 0.23% | $0.12 |
 SCCO | 0% | -1.92% | $-3.76 |
 acetoandrea | 0% | -0.05% | - |
 ITUB | 0% | -1.66% | $-0.15 |
 JORDENBOER | 0% | -0.38% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
WNC | Pay Day | Jul 23, 2026 | $0.08 |
 ATHM.CH (FundManagerZech) | Pay Day | Jul 24, 2026 | $0.66 |
 MSDL (FundManagerZech) | Pay Day | Jul 24, 2026 | $0.45 |
 BLND.L (celesh) | Pay Day | Jul 24, 2026 | $0.14 |
 RI.PA (triangulacapital) | Pay Day | Jul 24, 2026 | $2.77 |
 GSBD (FundManagerZech) | Pay Day | Jul 28, 2026 | $0.32 |
 NTAP (U-optimize) | Pay Day | Jul 29, 2026 | $0.52 |
JPM | Pay Day | Jul 31, 2026 | $1.50 |
DHR | Pay Day | Jul 31, 2026 | $0.40 |
01211.HK | Pay Day | Jul 31, 2026 | $0.05 |
01211.HK (FundManagerZech) | Pay Day | Jul 31, 2026 | $0.05 |
JPM (rubymza) | Pay Day | Jul 31, 2026 | $1.50 |
JPM (campervans) | Pay Day | Jul 31, 2026 | $1.50 |
JPM (thomaspj) | Pay Day | Jul 31, 2026 | $1.50 |
 SYK (celesh) | Pay Day | Jul 31, 2026 | $0.88 |
 CPB (celesh) | Pay Day | Aug 3, 2026 | $0.39 |
 LOW (DividendGrowth) | Pay Day | Aug 5, 2026 | $1.25 |
 BATS.L (YieldKing) | Pay Day | Aug 14, 2026 | $0.83 |
 IMB.L (ingruc) | Ex-Dividend | Aug 20, 2026 | $0.56 |
 267.HK (FundManagerZech) | Pay Day | Aug 21, 2026 | $0.05 |
 APA (U-optimize) | Pay Day | Aug 21, 2026 | $0.25 |
 WMT (campervans) | Ex-Dividend | Aug 21, 2026 | $0.25 |
WMT (II-Quality) | Ex-Dividend | Aug 21, 2026 | $0.25 |
 GLEN.L (EuropeEconomy) | Ex-Dividend | Aug 26, 2026 | $0.09 |
GLEN.L (YieldKing) | Ex-Dividend | Aug 26, 2026 | $0.09 |
ZTS | Pay Day | Sep 1, 2026 | $0.53 |
ZTS (YieldKing) | Pay Day | Sep 1, 2026 | $0.53 |
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 |
KNOS.L | Ex-Dividend | Oct 1, 2026 | $0.26 |
KNOS.L | Pay Day | Oct 23, 2026 | $0.26 |
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
-0.01
-0.01
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.01
-0.01
-1
1
2
3
3
Jensen's Alpha
-7.33
-7.33
-8
0
2
4.5
4.5
Omega Ratio
0.36
0.36
0
1
1.5
2.5
2.5
Treynor Ratio
-0.01
-0.01
-1
0.75
1.25
2
2
Information Ratio
-1.36
-1.36
-2
0.3
0.6
1
1
Calmar Ratio
0.07
0.07
0
0.3
0.6
1
1
Beta
0.74
0.74
0
0.8
1.2
0
2
Sharpe Ratio
-0.01
-0.01
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.01
-0.01
-1
1
2
3
3
Jensen's Alpha
-7.33
-7.33
-8
0
2
4.5
4.5
Omega Ratio
0.36
0.36
0
1
1.5
2.5
2.5
Treynor Ratio
-0.01
-0.01
-1
0.75
1.25
2
2
Information Ratio
-1.36
-1.36
-2
0.3
0.6
1
1
Calmar Ratio
0.07
0.07
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
26.62
High:
TSLA
372.52TSLALow:
BIDU
-5,065.95BIDUDetails
PEG Ratio
496.47
High:DHR
76,940DHRLow:
NIO
-13.16NIODetails
Price/Book
6.82
High:CL
509.02CLLow:MCD
-151.69MCDDetails
Price/Sales
5.94
High:ASML.NV
17.96ASML.NVLow:
CNC
0.17CNCDetails
Price/CF
16.61
High:
GRAB
160.94GRABLow:IBKR
0.84IBKRDetails
Price/FCF
49.31
High:TXN
4,155.74TXNLow:IBKR
0.84IBKRDetails
P/E Ratio
26.62
High:TSLA
372.52TSLALow:BIDU
-5,065.95BIDUDetails
PEG Ratio
496.47
High:DHR
76,940DHRLow:NIO
-13.16NIODetails
Price/Book
6.82
High:CL
509.02CLLow:MCD
-151.69MCDDetails
Price/Sales
5.94
High:ASML.NV
17.96ASML.NVLow:CNC
0.17CNCDetails
Price/CF
16.61
High:GRAB
160.94GRABLow:IBKR
0.84IBKRDetails
Price/FCF
49.31
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 | - | 2 |
-0.41% | Nov 2025 | Jan 2026 | 2 |