Loading...
+0.97%
Today
-2.35%
This Month
-20.83%
Year To Date
+5.67%
2 Years
+5.67%
5 Years
+3.97%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading62.95%
- 🪙 Cryptocurrencies16.75%
- 📊 ETFs7.99%
- 🖥️ Technology Services3.23%
- 🛍️ Retail Trade1.41%
- 🍞 Consumer Non Durables1.35%
- 🏭 Industrial Services1.05%
- 💵 Cash0.02%
- 🧬 Health Technology0.01%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency23.26%
- 🇺🇸 NYSE22.61%
- 🇺🇸 Nasdaq16.95%
- 🇬🇧 LSE11.7%
- 🇩🇪 Xetra ETFs11.41%
- 🇺🇸 Chicago Board Options Exchange4.6%
- 🇭🇰 Hong Kong Exchanges0.44%
- 🇩🇪 FRA0.36%
- 🇮🇹 Borsa Italiana0.32%
- 🇫🇷 Euronext Paris0.29%
- 🇩🇰 Copenhagen Stock Exchange0.18%
- 🇨🇭 SIX0.11%
- 🇪🇸 Bolsa De Madrid0.08%
- 🇳🇱 Euronext Amsterdam0.06%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States27.2%
- 🇬🇧 United Kingdom1.83%
- 🇨🇭 Switzerland1.58%
- 🇨🇳 China0.94%
- 🇹🇼 Taiwan0.89%
- 🇨🇦 Canada0.75%
- 🇸🇬 Singapore0.42%
- 🇩🇪 Germany0.36%
- 🇮🇪 Ireland0.33%
- 🇯🇵 Japan0.32%
- 🇮🇹 Italy0.32%
- 🇫🇷 France0.29%
- 🇩🇰 Denmark0.18%
- 🇪🇸 Spain0.08%
- 🇰🇾 Cayman Islands0.07%
- 🇳🇱 Netherlands0.06%
- 🇦🇺 Australia0.03%
Dividends
Dividend Yield
0.71%
13 out of 25 instruments pay dividend.
17 dividend payments in the next 30 days.
Highest Dividend: $ICVT (2.27%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 thomaspj | 0.11% | 1.44% | - |
 Core-Moderate | 0.1% | 0.96% | - |
 ICVT | 0.1% | 2.27% | - |
 CPHequities | 0.09% | 0.78% | - |
 Core-Stability | 0.09% | 1.19% | - |
 GreenbullInvest | 0.09% | 1.23% | - |
 VOO | 0.05% | 1.36% | - |
 InTheGame | 0.03% | 0.53% | - |
 BitcoinWorldWide | 0.03% | 0.99% | - |
 WM | 0.01% | 1.33% | $2.9 |
 MUSA | 0.01% | 0.36% | $1.66 |
 Core-Equity | 0% | 0.06% | - |
 hugo13250 | 0% | 0.03% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 BK (BitcoinWorldWide) | Ex-Dividend | Apr 21, 2025 | $0.47 |
 PG (GreenbullInvest) | Ex-Dividend | Apr 21, 2025 | $1.06 |
 CVS (CPHequities) | Ex-Dividend | Apr 22, 2025 | $0.66 |
 CRM (CPHequities) | Pay Day | Apr 24, 2025 | $0.42 |
 MC.PA (hugo13250) | Ex-Dividend | Apr 24, 2025 | $8.54 |
 QQQ (GreenbullInvest) | Pay Day | Apr 24, 2025 | $- |
 NVS (GreenbullInvest) | Pay Day | Apr 25, 2025 | $3.99 |
MC.PA (hugo13250) | Pay Day | Apr 28, 2025 | $8.54 |
 JPM (thomaspj) | Pay Day | Apr 30, 2025 | $1.40 |
 JOYY (InTheGame) | Pay Day | Apr 30, 2025 | $0.93 |
CVS (CPHequities) | Pay Day | May 1, 2025 | $0.66 |
 AON (BitcoinWorldWide) | Ex-Dividend | May 1, 2025 | $0.74 |
 T (GreenbullInvest) | Pay Day | May 1, 2025 | $0.28 |
BK (BitcoinWorldWide) | Pay Day | May 2, 2025 | $0.47 |
 C (thomaspj) | Ex-Dividend | May 5, 2025 | $0.56 |
 FINV (CPHequities) | Pay Day | May 7, 2025 | $0.28 |
 MA (CPHequities) | Pay Day | May 9, 2025 | $0.76 |
 AXP (thomaspj) | Pay Day | May 9, 2025 | $0.82 |
AXP (BitcoinWorldWide) | Pay Day | May 9, 2025 | $0.82 |
MA (BitcoinWorldWide) | Pay Day | May 9, 2025 | $0.76 |
 WMT (GreenbullInvest) | Ex-Dividend | May 9, 2025 | $0.24 |
 MSFT (CPHequities) | Ex-Dividend | May 15, 2025 | $0.83 |
 MMC (BitcoinWorldWide) | Pay Day | May 15, 2025 | $0.82 |
AON (BitcoinWorldWide) | Pay Day | May 15, 2025 | $0.74 |
MSFT (InTheGame) | Ex-Dividend | May 15, 2025 | $0.83 |
MSFT (GreenbullInvest) | Ex-Dividend | May 15, 2025 | $0.83 |
PG (GreenbullInvest) | Pay Day | May 15, 2025 | $1.06 |
 0700.HK (InTheGame) | Ex-Dividend | May 16, 2025 | $0.58 |
 WKL.NV (BitcoinWorldWide) | Ex-Dividend | May 19, 2025 | $1.58 |
 BNP.PA (GreenbullInvest) | Ex-Dividend | May 19, 2025 | $4.95 |
BNP.PA (GreenbullInvest) | Pay Day | May 21, 2025 | $4.95 |
 AMAT (CPHequities) | Ex-Dividend | May 22, 2025 | $0.46 |
C (thomaspj) | Pay Day | May 23, 2025 | $0.56 |
 JNJ (GreenbullInvest) | Ex-Dividend | May 27, 2025 | $1.30 |
WMT (GreenbullInvest) | Pay Day | May 27, 2025 | $0.24 |
 GS (thomaspj) | Ex-Dividend | May 30, 2025 | $3.00 |
GS (BitcoinWorldWide) | Ex-Dividend | May 30, 2025 | $3.00 |
 IBKR (BitcoinWorldWide) | Ex-Dividend | May 30, 2025 | $0.32 |
 LYG (BitcoinWorldWide) | Pay Day | May 30, 2025 | $0.10 |
0700.HK (InTheGame) | Pay Day | May 30, 2025 | $0.58 |
 QCOM (InTheGame) | Ex-Dividend | Jun 5, 2025 | $0.89 |
ICVT | Pay Day | Jun 7, 2025 | $- |
JNJ (GreenbullInvest) | Pay Day | Jun 10, 2025 | $1.30 |
WKL.NV (BitcoinWorldWide) | Pay Day | Jun 11, 2025 | $1.58 |
MSFT (CPHequities) | Pay Day | Jun 12, 2025 | $0.83 |
AMAT (CPHequities) | Pay Day | Jun 12, 2025 | $0.46 |
 TSM (CPHequities) | Ex-Dividend | Jun 12, 2025 | $0.68 |
TSM (BitcoinWorldWide) | Ex-Dividend | Jun 12, 2025 | $0.68 |
MSFT (InTheGame) | Pay Day | Jun 12, 2025 | $0.83 |
TSM (InTheGame) | Ex-Dividend | Jun 12, 2025 | $0.68 |
MSFT (GreenbullInvest) | Pay Day | Jun 12, 2025 | $0.83 |
IBKR (BitcoinWorldWide) | Pay Day | Jun 13, 2025 | $0.32 |
 IWM (GreenbullInvest) | Pay Day | Jun 17, 2025 | $- |
 LDO.MI (CPHequities) | Ex-Dividend | Jun 23, 2025 | $0.56 |
LDO.MI (CPHequities) | Pay Day | Jun 25, 2025 | $0.56 |
 IS04.DE (Core-Moderate) | Pay Day | Jun 26, 2025 | $- |
QCOM (InTheGame) | Pay Day | Jun 26, 2025 | $0.89 |
 XLC (GreenbullInvest) | Pay Day | Jun 26, 2025 | $- |
IS04.DE (Core-Stability) | Pay Day | Jun 26, 2025 | $- |
GS (thomaspj) | Pay Day | Jun 27, 2025 | $3.00 |
GS (BitcoinWorldWide) | Pay Day | Jun 27, 2025 | $3.00 |
TSM (CPHequities) | Pay Day | Jul 10, 2025 | $0.68 |
TSM (BitcoinWorldWide) | Pay Day | Jul 10, 2025 | $0.68 |
TSM (InTheGame) | Pay Day | Jul 10, 2025 | $0.68 |
 INDA (CPHequities) | Pay Day | Dec 20, 2025 | $- |
Performance Metrics
Score 2.2/10
Beta
2.22
2.22
0
0.8
1.2
0
3
Sharpe Ratio
0.19
0.19
0
0.5
1
1.5
1.5
Sortino Ratio
0.36
0.36
0
1
2
3
3
Jensen's Alpha
-17.03
-17.03
-18
0
2
4.5
4.5
Omega Ratio
0.88
0.88
0
1
1.5
2.5
2.5
Treynor Ratio
0.26
0.26
0
0.75
1.25
2
2
Information Ratio
-0.16
-0.16
-1
0.3
0.6
1
1
Calmar Ratio
0.22
0.22
0
0.3
0.6
1
1
Beta
2.22
2.22
0
0.8
1.2
0
3
Sharpe Ratio
0.19
0.19
0
0.5
1
1.5
1.5
Sortino Ratio
0.36
0.36
0
1
2
3
3
Jensen's Alpha
-17.03
-17.03
-18
0
2
4.5
4.5
Omega Ratio
0.88
0.88
0
1
1.5
2.5
2.5
Treynor Ratio
0.26
0.26
0
0.75
1.25
2
2
Information Ratio
-0.16
-0.16
-1
0.3
0.6
1
1
Calmar Ratio
0.22
0.22
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
121.41
High:
ONON
49.73ONONLow:
TEM.US
-8.52TEM.USDetails
PEG Ratio
86.82
High:
WM
168.15WMLow:ONON
23.74ONONDetails
Price/Book
12.63
High:TEM.US
116.4TEM.USLow:
RHLD
0.79RHLDDetails
Price/Sales
2.7
High:TEM.US
9.46TEM.USLow:RHLD
-RHLDDetails
Price/CF
15.87
High:ONON
31.98ONONLow:
MUSA
12.11MUSADetails
Price/FCF
61.09
High:WM
85.82WMLow:MUSA
29.1MUSADetails
P/E Ratio
121.41
High:ONON
49.73ONONLow:TEM.US
-8.52TEM.USDetails
PEG Ratio
86.82
High:WM
168.15WMLow:ONON
23.74ONONDetails
Price/Book
12.63
High:TEM.US
116.4TEM.USLow:RHLD
0.79RHLDDetails
Price/Sales
2.7
High:TEM.US
9.46TEM.USLow:RHLD
-RHLDDetails
Price/CF
15.87
High:ONON
31.98ONONLow:MUSA
12.11MUSADetails
Price/FCF
61.09
High:WM
85.82WMLow:MUSA
29.1MUSADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-29.9% | Dec 2024 | - | 5 |
-11.1% | Jun 2024 | Nov 2024 | 5 |
-7.72% | Apr 2024 | May 2024 | 1 |