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+2.75%
This Month
+2.71%
Year To Date
+39.93%
2 Years
+39.87%
5 Years
-72.58%
10 Years
-14.25%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading80.52%
- 🖥️ Technology Services19.48%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE31.02%
- 🇬🇧 LSE20.99%
- 🇺🇸 Nasdaq19.2%
- 🇳🇱 Euronext Amsterdam17.51%
- 🇫🇷 Euronext Paris2.96%
- 🇩🇪 FRA2.9%
- 🇮🇹 Borsa Italiana1.71%
- 🇨🇭 SIX0.93%
- 🇪🇸 Bolsa De Madrid0.61%
- 🇵🇹 Euronext Lisbon0.4%
- 🇩🇰 Copenhagen Stock Exchange0.27%
- 🇭🇰 Hong Kong Exchanges0.24%
- 🇩🇪 Xetra ETFs0.14%
- 🇦🇺 Sydney0.09%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States35.23%
- 🇬🇧 United Kingdom23.96%
- 🇳🇱 Netherlands17.51%
- 🇫🇷 France3.16%
- 🇩🇪 Germany3.07%
- 🇧🇲 Bermuda2.73%
- 🇨🇦 Canada1.92%
- 🇮🇹 Italy1.71%
- 🇮🇱 Israel1.25%
- 🇨🇭 Switzerland0.93%
- 🇰🇷 South Korea0.78%
- 🇱🇺 Luxembourg0.67%
- 🇪🇸 Spain0.61%
- 🇯🇵 Japan0.52%
- 🇧🇷 Brazil0.51%
- 🇨🇳 China0.44%
- 🇦🇺 Australia0.42%
- 🇵🇹 Portugal0.4%
- 🇿🇦 South Africa0.36%
- 🇬🇷 Greece0.28%
- 🇩🇰 Denmark0.27%
- 🇸🇬 Singapore0.23%
- 🇷🇺 Russia0.17%
- 🇦🇷 Argentina0.16%
- 🇰🇾 Cayman Islands0.1%
- 🇨🇾 Cyprus0.07%
- 🇨🇱 Chile0.06%
Dividends
Dividend Yield
3.38%
6 out of 7 instruments pay dividend.
28 dividend payments in the next 30 days.
Highest Dividend: MCGINTYE (5.78%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 MCGINTYE | 1.03% | 5.78% | - |
 KeshavLohiya | 0.8% | 3.95% | - |
 WKL.NV | 0.61% | 3.61% | $2.08 |
 lukasko81 | 0.39% | 2.29% | - |
 triangulacapital | 0.3% | 3.37% | - |
 Danielovic135 | 0.25% | 1.52% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 T (lukasko81) | Pay Day | May 1, 2026 | $0.28 |
 VZ (Danielovic135) | Pay Day | May 1, 2026 | $0.71 |
 FCX (Danielovic135) | Pay Day | May 1, 2026 | $0.15 |
 STNE (lukasko81) | Pay Day | May 4, 2026 | $2.53 |
 NWG (lukasko81) | Pay Day | May 5, 2026 | $0.62 |
 SAN.PA (triangulacapital) | Ex-Dividend | May 5, 2026 | $4.84 |
 NWG.L (MCGINTYE) | Pay Day | May 5, 2026 | $0.31 |
 ASML.NV (Danielovic135) | Pay Day | May 5, 2026 | $3.15 |
 SAP.DE (triangulacapital) | Ex-Dividend | May 6, 2026 | $2.95 |
 ABDN.L (MCGINTYE) | Pay Day | May 6, 2026 | $0.10 |
SAN.PA (triangulacapital) | Pay Day | May 7, 2026 | $4.84 |
 ADM.L (MCGINTYE) | Ex-Dividend | May 7, 2026 | $0.23 |
SAP.DE (triangulacapital) | Pay Day | May 8, 2026 | $2.95 |
 PHP.L (MCGINTYE) | Pay Day | May 8, 2026 | $0.02 |
 WMT (Danielovic135) | Ex-Dividend | May 8, 2026 | $0.25 |
 MA (Danielovic135) | Pay Day | May 8, 2026 | $0.87 |
 AGNC (lukasko81) | Pay Day | May 11, 2026 | $0.12 |
 CS.PA (lukasko81) | Ex-Dividend | May 11, 2026 | $2.74 |
CS.PA (lukasko81) | Pay Day | May 13, 2026 | $2.74 |
 QFIN (lukasko81) | Pay Day | May 14, 2026 | $0.78 |
 AV.L (MCGINTYE) | Pay Day | May 14, 2026 | $0.35 |
 BTRW.L (MCGINTYE) | Pay Day | May 15, 2026 | $0.07 |
 TW.L (MCGINTYE) | Pay Day | May 15, 2026 | $0.04 |
 O (MCGINTYE) | Pay Day | May 15, 2026 | $0.27 |
 ISP.MI (lukasko81) | Ex-Dividend | May 18, 2026 | $2.25 |
 BNP.PA (Danielovic135) | Ex-Dividend | May 18, 2026 | $3.06 |
 A2A.MI (Danielovic135) | Ex-Dividend | May 18, 2026 | $0.12 |
ISP.MI (Danielovic135) | Ex-Dividend | May 18, 2026 | $2.25 |
 LLOY.L (MCGINTYE) | Pay Day | May 19, 2026 | $0.03 |
ISP.MI (lukasko81) | Pay Day | May 20, 2026 | $2.25 |
 HBR.L (MCGINTYE) | Pay Day | May 20, 2026 | $0.11 |
 PHNX.L (MCGINTYE) | Pay Day | May 20, 2026 | $0.37 |
 EMG.L (MCGINTYE) | Pay Day | May 20, 2026 | $0.12 |
BNP.PA (Danielovic135) | Pay Day | May 20, 2026 | $3.06 |
A2A.MI (Danielovic135) | Pay Day | May 20, 2026 | $0.12 |
ISP.MI (Danielovic135) | Pay Day | May 20, 2026 | $2.25 |
 MSFT (Danielovic135) | Ex-Dividend | May 21, 2026 | $0.91 |
WKL.NV | Ex-Dividend | May 25, 2026 | $1.88 |
WMT (Danielovic135) | Pay Day | May 26, 2026 | $0.25 |
 DOW (KeshavLohiya) | Ex-Dividend | May 29, 2026 | $0.35 |
 BA.L (Danielovic135) | Pay Day | Jun 4, 2026 | $0.31 |
ADM.L (MCGINTYE) | Pay Day | Jun 5, 2026 | $0.23 |
MSFT (Danielovic135) | Pay Day | Jun 11, 2026 | $0.91 |
DOW (KeshavLohiya) | Pay Day | Jun 12, 2026 | $0.35 |
 RKT.L (triangulacapital) | Pay Day | Jun 12, 2026 | $1.70 |
WKL.NV | Pay Day | Jun 17, 2026 | $1.88 |
 PSN.L (MCGINTYE) | Ex-Dividend | Jun 18, 2026 | $0.54 |
 DIS (Danielovic135) | Ex-Dividend | Jun 30, 2026 | $0.75 |
 REP.MC (triangulacapital) | Ex-Dividend | Jul 6, 2026 | $0.59 |
REP.MC (triangulacapital) | Pay Day | Jul 8, 2026 | $0.59 |
 BATS.L (MCGINTYE) | Ex-Dividend | Jul 9, 2026 | $0.83 |
PSN.L (MCGINTYE) | Pay Day | Jul 10, 2026 | $0.54 |
 ENEL.MI (Danielovic135) | Ex-Dividend | Jul 20, 2026 | $0.30 |
 RI.PA (triangulacapital) | Ex-Dividend | Jul 22, 2026 | $2.77 |
DIS (Danielovic135) | Pay Day | Jul 22, 2026 | $0.75 |
ENEL.MI (Danielovic135) | Pay Day | Jul 22, 2026 | $0.30 |
RI.PA (triangulacapital) | Pay Day | Jul 24, 2026 | $2.77 |
BATS.L (MCGINTYE) | Pay Day | Aug 14, 2026 | $0.83 |
Performance Metrics
Score 2.5/10
Beta
0.77
0.77
0
0.8
1.2
0
2
Sharpe Ratio
-0.24
-0.24
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.3
-0.3
-1
1
2
3
3
Jensen's Alpha
-15.82
-15.82
-16
0
2
4.5
4.5
Omega Ratio
0.58
0.58
0
1
1.5
2.5
2.5
Treynor Ratio
-1.02
-1.02
-2
0.75
1.25
2
2
Information Ratio
-0.51
-0.51
-1
0.3
0.6
1
1
Calmar Ratio
-0.16
-0.16
-1
0.3
0.6
1
1
Beta
0.77
0.77
0
0.8
1.2
0
2
Sharpe Ratio
-0.24
-0.24
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.3
-0.3
-1
1
2
3
3
Jensen's Alpha
-15.82
-15.82
-16
0
2
4.5
4.5
Omega Ratio
0.58
0.58
0
1
1.5
2.5
2.5
Treynor Ratio
-1.02
-1.02
-2
0.75
1.25
2
2
Information Ratio
-0.51
-0.51
-1
0.3
0.6
1
1
Calmar Ratio
-0.16
-0.16
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
12.25
High:
DUOL
12.44DUOLLow:WKL.NV
12.24WKL.NVDetails
PEG Ratio
43.35
High:WKL.NV
49.69WKL.NVLow:DUOL
3.63DUOLDetails
Price/Book
16.51
High:WKL.NV
19.65WKL.NVLow:DUOL
3.48DUOLDetails
Price/Sales
2.66
High:DUOL
4.82DUOLLow:WKL.NV
2.61WKL.NVDetails
Price/CF
12.42
High:DUOL
22.54DUOLLow:WKL.NV
12.19WKL.NVDetails
Price/FCF
18.92
High:DUOL
23.64DUOLLow:WKL.NV
18.76WKL.NVDetails
P/E Ratio
12.25
High:DUOL
12.44DUOLLow:WKL.NV
12.24WKL.NVDetails
PEG Ratio
43.35
High:WKL.NV
49.69WKL.NVLow:DUOL
3.63DUOLDetails
Price/Book
16.51
High:WKL.NV
19.65WKL.NVLow:DUOL
3.48DUOLDetails
Price/Sales
2.66
High:DUOL
4.82DUOLLow:WKL.NV
2.61WKL.NVDetails
Price/CF
12.42
High:DUOL
22.54DUOLLow:WKL.NV
12.19WKL.NVDetails
Price/FCF
18.92
High:DUOL
23.64DUOLLow:WKL.NV
18.76WKL.NVDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-89.43% | Jan 2018 | - | 100 |