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+0.43%
Today
+9.82%
This Month
+3.73%
Year To Date
+28.67%
2 Years
+28.67%
5 Years
+20.81%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology26.87%
- 👥 Copy Trading16.85%
- 🖥️ Technology Services7.92%
- 🚚 Transportation7.77%
- 🛍️ Retail Trade6.96%
- 🛠️ Producer Manufacturing6.3%
- 🪙 Cryptocurrencies6.08%
- 💼 Commercial Services5.08%
- 💰 Finance4.08%
- 📊 ETFs4.01%
- 🚗 Consumer Durables3.31%
- 💇♀️ Consumer Services2.95%
- 🏭 Industrial Services0.32%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq43.81%
- 🇺🇸 NYSE25.08%
- 🇳🇱 Euronext Amsterdam10.47%
- 🇩🇪 FRA6.51%
- 🌍 Digital Currency6.1%
- 🇬🇧 LSE1.2%
- 🇫🇷 Euronext Paris0.82%
- 🇸🇪 Stockholm Stock Exchange0.47%
- 🇮🇹 Borsa Italiana0.41%
- 🇩🇰 Copenhagen Stock Exchange0.37%
- 🇨🇭 SIX0.28%
- 🇪🇸 Bolsa De Madrid0.26%
- 🇺🇸 Chicago Board Options Exchange0.16%
- 🇩🇪 Xetra ETFs0.09%
- 🇭🇰 Hong Kong Exchanges0.09%
- 🇦🇪 Dubai Financial Market0.08%
- 🇳🇴 Oslo Stock Exchange0.07%
- 🌍 FX0.06%
- 🌍 CFD0.05%
- 🇫🇮 Helsinki Stock Exchange0.03%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States56.4%
- 🇳🇱 Netherlands10.64%
- 🇩🇪 Germany6.51%
- 🇸🇬 Singapore4.91%
- 🇬🇧 United Kingdom1.97%
- 🇧🇷 Brazil1.18%
- 🇫🇷 France0.78%
- 🇮🇹 Italy0.41%
- 🇱🇺 Luxembourg0.4%
- 🇩🇰 Denmark0.37%
- 🇫🇮 Finland0.3%
- 🇨🇭 Switzerland0.28%
- 🇪🇸 Spain0.26%
- 🇹🇼 Taiwan0.25%
- 🇸🇪 Sweden0.2%
- 🇯🇵 Japan0.17%
- 🇨🇳 China0.14%
- 🇨🇦 Canada0.12%
- 🇳🇴 Norway0.07%
- 🇰🇷 South Korea0.02%
- 🇮🇱 Israel0.01%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
0.56%
13 out of 29 instruments pay dividend.
22 dividend payments in the next 30 days.
Highest Dividend: $ITUB (5.12%)
Dividend Yield Breakdown
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 JDW.L (knw500) | Ex-Dividend | Apr 30, 2025 | $0.05 |
 EPR (knw500) | Ex-Dividend | Apr 30, 2025 | $0.30 |
 JPM (thomaspj) | Pay Day | Apr 30, 2025 | $1.40 |
JPM (JeppeKirkBonde) | Pay Day | Apr 30, 2025 | $1.40 |
 GRG.L (knw500) | Ex-Dividend | May 1, 2025 | $0.64 |
 FCX (JeppeKirkBonde) | Pay Day | May 1, 2025 | $0.15 |
 INGA.NV (triangulacapital) | Pay Day | May 2, 2025 | $0.74 |
 BX (knw500) | Pay Day | May 5, 2025 | $0.93 |
 C (thomaspj) | Ex-Dividend | May 5, 2025 | $0.56 |
 KER.PA (JeppeKirkBonde) | Ex-Dividend | May 5, 2025 | $4.13 |
 ASML.NV | Pay Day | May 6, 2025 | $2.10 |
 ORK.OL (JeppeKirkBonde) | Pay Day | May 6, 2025 | $0.57 |
 ASML (JeppeKirkBonde) | Pay Day | May 6, 2025 | $1.92 |
KER.PA (JeppeKirkBonde) | Pay Day | May 7, 2025 | $4.13 |
 EQT (JeppeKirkBonde) | Ex-Dividend | May 7, 2025 | $0.16 |
 AALB.NV (triangulacapital) | Pay Day | May 8, 2025 | $1.21 |
 AXP (knw500) | Pay Day | May 9, 2025 | $0.82 |
 MA (knw500) | Pay Day | May 9, 2025 | $0.76 |
AXP (thomaspj) | Pay Day | May 9, 2025 | $0.82 |
 EVO.ST (triangulacapital) | Ex-Dividend | May 12, 2025 | $3.06 |
 NHY.OL (JeppeKirkBonde) | Ex-Dividend | May 12, 2025 | $2.25 |
 PUK (triangulacapital) | Pay Day | May 14, 2025 | $0.33 |
 MSFT (knw500) | Ex-Dividend | May 15, 2025 | $0.83 |
 ADM.L (knw500) | Ex-Dividend | May 15, 2025 | $1.18 |
 TSCO.L (knw500) | Ex-Dividend | May 15, 2025 | $0.12 |
 ULVR.L (knw500) | Ex-Dividend | May 15, 2025 | $0.52 |
EPR (knw500) | Pay Day | May 15, 2025 | $0.30 |
MSFT (JeppeKirkBonde) | Ex-Dividend | May 15, 2025 | $0.83 |
 BTRW.L (knw500) | Pay Day | May 16, 2025 | $0.07 |
 0700.HK (JeppeKirkBonde) | Ex-Dividend | May 16, 2025 | $0.58 |
 NEXI.MI (triangulacapital) | Ex-Dividend | May 19, 2025 | $0.26 |
EVO.ST (triangulacapital) | Pay Day | May 20, 2025 | $3.06 |
NHY.OL (JeppeKirkBonde) | Pay Day | May 20, 2025 | $2.25 |
NEXI.MI (triangulacapital) | Pay Day | May 21, 2025 | $0.26 |
 HAS (JeppeKirkBonde) | Ex-Dividend | May 21, 2025 | $0.70 |
C (thomaspj) | Pay Day | May 23, 2025 | $0.56 |
 RF.PA (triangulacapital) | Ex-Dividend | May 26, 2025 | $3.01 |
 TEP.PA (triangulacapital) | Ex-Dividend | May 26, 2025 | $4.40 |
RF.PA (triangulacapital) | Pay Day | May 28, 2025 | $3.01 |
TEP.PA (triangulacapital) | Pay Day | May 28, 2025 | $4.40 |
GRG.L (knw500) | Pay Day | May 30, 2025 | $0.64 |
JDW.L (knw500) | Pay Day | May 30, 2025 | $0.05 |
 GS (thomaspj) | Ex-Dividend | May 30, 2025 | $3.00 |
GS (JeppeKirkBonde) | Ex-Dividend | May 30, 2025 | $3.00 |
0700.HK (JeppeKirkBonde) | Pay Day | May 30, 2025 | $0.58 |
EQT (JeppeKirkBonde) | Pay Day | Jun 2, 2025 | $0.16 |
HAS (JeppeKirkBonde) | Pay Day | Jun 4, 2025 | $0.70 |
 LGEN.L (knw500) | Pay Day | Jun 5, 2025 | $0.20 |
 GOOG | Ex-Dividend | Jun 9, 2025 | $0.21 |
GOOG (knw500) | Ex-Dividend | Jun 9, 2025 | $0.21 |
GOOG (liborvasa) | Ex-Dividend | Jun 9, 2025 | $0.21 |
 GOOGL (JeppeKirkBonde) | Ex-Dividend | Jun 9, 2025 | $0.21 |
MSFT (knw500) | Pay Day | Jun 12, 2025 | $0.83 |
MSFT (JeppeKirkBonde) | Pay Day | Jun 12, 2025 | $0.83 |
 TSM (JeppeKirkBonde) | Ex-Dividend | Jun 12, 2025 | $0.68 |
ADM.L (knw500) | Pay Day | Jun 13, 2025 | $1.18 |
ULVR.L (knw500) | Pay Day | Jun 13, 2025 | $0.52 |
GOOG | Pay Day | Jun 16, 2025 | $0.21 |
GOOG (knw500) | Pay Day | Jun 16, 2025 | $0.21 |
GOOG (liborvasa) | Pay Day | Jun 16, 2025 | $0.21 |
GOOGL (JeppeKirkBonde) | Pay Day | Jun 16, 2025 | $0.21 |
 FXI (knw500) | Pay Day | Jun 17, 2025 | $0.00 |
 DIS (knw500) | Ex-Dividend | Jun 24, 2025 | $0.50 |
TSCO.L (knw500) | Pay Day | Jun 27, 2025 | $0.12 |
GS (thomaspj) | Pay Day | Jun 27, 2025 | $3.00 |
GS (JeppeKirkBonde) | Pay Day | Jun 27, 2025 | $3.00 |
 SQQQ (knw500) | Pay Day | Jul 3, 2025 | $0.80 |
TSM (JeppeKirkBonde) | Pay Day | Jul 10, 2025 | $0.68 |
 ENEL.MI (triangulacapital) | Ex-Dividend | Jul 21, 2025 | $0.28 |
DIS (knw500) | Pay Day | Jul 23, 2025 | $0.50 |
ENEL.MI (triangulacapital) | Pay Day | Jul 23, 2025 | $0.28 |
 INDA (JeppeKirkBonde) | Pay Day | Dec 20, 2025 | $0.00 |
Performance Metrics
Score 4.4/10
Beta
1.16
1.16
0
0.8
1.2
0
2
Sharpe Ratio
0.48
0.48
0
0.5
1
1.5
1.5
Sortino Ratio
1.18
1.18
0
1
2
3
3
Jensen's Alpha
-0.72
-0.72
-2
0
2
4.5
4.5
Omega Ratio
1.05
1.05
0
1
1.5
2.5
2.5
Treynor Ratio
0.7
0.7
0
0.75
1.25
2
2
Information Ratio
0.05
0.05
0
0.3
0.6
1
1
Calmar Ratio
1.4
1.4
0
0.3
0.6
2
2
Beta
1.16
1.16
0
0.8
1.2
0
2
Sharpe Ratio
0.48
0.48
0
0.5
1
1.5
1.5
Sortino Ratio
1.18
1.18
0
1
2
3
3
Jensen's Alpha
-0.72
-0.72
-2
0
2
4.5
4.5
Omega Ratio
1.05
1.05
0
1
1.5
2.5
2.5
Treynor Ratio
0.7
0.7
0
0.75
1.25
2
2
Information Ratio
0.05
0.05
0
0.3
0.6
1
1
Calmar Ratio
1.4
1.4
0
0.3
0.6
2
2
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
28.83
High:
TSLA
157.22TSLALow:
ENR.DE
-363.17ENR.DEDetails
PEG Ratio
18.41
High:
PYPL
364.67PYPLLow:ENR.DE
-388.05ENR.DEDetails
Price/Book
6.44
High:
NVDA
33.55NVDALow:
XYZ
1.7XYZDetails
Price/Sales
4.58
High:
MSTR
176.56MSTRLow:
ITUB
1.18ITUBDetails
Price/CF
21.81
High:MSTR
7,511.07MSTRLow:ITUB
2.75ITUBDetails
Price/FCF
49.09
High:MSTR
1,187.5MSTRLow:ITUB
3.54ITUBDetails
P/E Ratio
28.83
High:TSLA
157.22TSLALow:ENR.DE
-363.17ENR.DEDetails
PEG Ratio
18.41
High:PYPL
364.67PYPLLow:ENR.DE
-388.05ENR.DEDetails
Price/Book
6.44
High:NVDA
33.55NVDALow:XYZ
1.7XYZDetails
Price/Sales
4.58
High:MSTR
176.56MSTRLow:ITUB
1.18ITUBDetails
Price/CF
21.81
High:MSTR
7,511.07MSTRLow:ITUB
2.75ITUBDetails
Price/FCF
49.09
High:MSTR
1,187.5MSTRLow:ITUB
3.54ITUBDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-9.63% | Feb 2025 | - | 3 |
-3.89% | Dec 2024 | Jan 2025 | 1 |
-2.84% | Apr 2024 | Jul 2024 | 3 |
-0.17% | Aug 2024 | Sep 2024 | 1 |