Loading...
-2.3%
This Month
-0.87%
Year To Date
+23.69%
2 Years
+60.63%
5 Years
+60.63%
10 Years
+16.61%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading80.25%
- 📊 ETFs7.94%
- 🧩 Miscellaneous4.61%
- 🪙 Cryptocurrencies2.36%
- 💵 Cash1.16%
- 🖥️ Technology Services1.13%
- 💻 Electronic Technology0.97%
- ❓ Other0.76%
- 🛍️ Retail Trade0.34%
- 🏭 Industrial Services0.31%
- 💰 Finance0.2%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq46.14%
- 🇺🇸 NYSE17.85%
- 🌍 Digital Currency6.98%
- 🇬🇧 LSE4.5%
- 🇫🇷 Euronext Paris3.99%
- 🇭🇰 Hong Kong Exchanges3.02%
- 🇩🇪 FRA1.2%
- 🇳🇱 Euronext Amsterdam0.7%
- 🇵🇹 Euronext Lisbon0.64%
- 🇺🇸 Chicago Board Options Exchange0.47%
- Tokyo Stock Exchange0.16%
- 🌍 FX0.16%
- 🇨🇭 SIX0.13%
- 🇮🇹 Borsa Italiana0.12%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States42.7%
- 🇬🇧 United Kingdom5.37%
- 🇫🇷 France4.06%
- 🇨🇳 China2.48%
- 🇦🇷 Argentina1.59%
- 🇨🇭 Switzerland1.31%
- 🇩🇪 Germany1.28%
- 🇧🇷 Brazil1.18%
- 🇮🇱 Israel0.98%
- 🇧🇲 Bermuda0.85%
- 🇭🇰 Hong Kong0.79%
- 🇳🇱 Netherlands0.7%
- 🇵🇹 Portugal0.64%
- 🇦🇪 United Arab Emirates0.36%
- 🇮🇹 Italy0.2%
- 🇸🇪 Sweden0.01%
Dividends
Dividend Yield
0.7%
13 out of 43 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: triangulacapital (3.06%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 triangulacapital | 0.3% | 3.06% | - |
 FundManagerZech | 0.2% | 2.47% | - |
 AmitKup | 0.07% | 2.01% | - |
 thomaspj | 0.06% | 0.21% | - |
 Rayeiris | 0.03% | 0.97% | - |
 SPY | 0.01% | 0.96% | - |
 QQQ | 0.01% | 0.39% | - |
 steveli1029 | 0.01% | 0.27% | - |
 BANC | 0% | 2.65% | $0.4 |
 GOOG | 0% | 0.26% | $0.2 |
 NVDA | 0% | 0.24% | $0.02 |
 MU | 0% | 0.06% | $0.46 |
 ITUB | 0% | -1.41% | $-0.15 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 UMG.NV (triangulacapital) | Pay Day | Oct 27, 2026 | $0.32 |
 MC.PA (Rayeiris) | Ex-Dividend | Oct 28, 2026 | $8.60 |
MU | Pay Day | Oct 29, 2026 | $0.15 |
MU (thomaspj) | Pay Day | Oct 29, 2026 | $0.15 |
ITUB | Ex-Dividend | Nov 2, 2026 | -$0.22 |
ITUB | Pay Day | Nov 10, 2026 | -$0.22 |
 MSFT (thomaspj) | Ex-Dividend | Nov 20, 2026 | $0.91 |
 EMBC (FundManagerZech) | Ex-Dividend | Nov 27, 2026 | $0.01 |
 IBKR (Rayeiris) | Ex-Dividend | Dec 1, 2026 | $0.09 |
GOOG | Ex-Dividend | Dec 4, 2026 | $0.22 |
GOOG (thomaspj) | Ex-Dividend | Dec 4, 2026 | $0.22 |
 GOOGL (steveli1029) | Ex-Dividend | Dec 4, 2026 | $0.22 |
NVDA | Ex-Dividend | Dec 10, 2026 | $0.25 |
NVDA (thomaspj) | Ex-Dividend | Dec 10, 2026 | $0.25 |
NVDA (steveli1029) | Ex-Dividend | Dec 10, 2026 | $0.25 |
BANC | Ex-Dividend | Dec 15, 2026 | $0.12 |
 BRBY.L (Rayeiris) | Ex-Dividend | Dec 15, 2026 | $0.54 |
 WU (AmitKup) | Ex-Dividend | Dec 16, 2026 | $0.23 |
 PAGS (FundManagerZech) | Ex-Dividend | Dec 16, 2026 | $0.00 |
 TCPC (FundManagerZech) | Ex-Dividend | Dec 16, 2026 | $0.17 |
 ZIM (FundManagerZech) | Ex-Dividend | Dec 20, 2026 | $0.88 |
 META (thomaspj) | Ex-Dividend | Dec 21, 2026 | $0.53 |
META (Rayeiris) | Ex-Dividend | Dec 21, 2026 | $0.53 |
 SOXL | Ex-Dividend | Dec 23, 2026 | $0.00 |
 TNA | Ex-Dividend | Dec 23, 2026 | $0.00 |
 GFC.PA (triangulacapital) | Ex-Dividend | Jan 7, 2027 | $3.28 |
GFC.PA (FundManagerZech) | Ex-Dividend | Jan 7, 2027 | $3.28 |
 FUTR.L (AmitKup) | Ex-Dividend | Jan 13, 2027 | $0.23 |
MU | Ex-Dividend | Jan 14, 2027 | $0.15 |
MU (thomaspj) | Ex-Dividend | Jan 14, 2027 | $0.15 |
 RKT.L (triangulacapital) | Ex-Dividend | Feb 4, 2027 | $1.70 |
 AZN (triangulacapital) | Ex-Dividend | Feb 7, 2027 | $0.52 |
 BCS (triangulacapital) | Ex-Dividend | Feb 7, 2027 | $0.30 |
 NWG (triangulacapital) | Ex-Dividend | Feb 14, 2027 | $0.62 |
 PRU.L (triangulacapital) | Ex-Dividend | Feb 18, 2027 | $0.19 |
 INTR (triangulacapital) | Ex-Dividend | Feb 20, 2027 | $0.00 |
 1299.HK (triangulacapital) | Ex-Dividend | Mar 4, 2027 | $0.18 |
 RMV.L (Rayeiris) | Ex-Dividend | Mar 29, 2027 | $0.09 |
UMG.NV (triangulacapital) | Ex-Dividend | Apr 5, 2027 | $0.32 |
 9618.HK (Rayeiris) | Ex-Dividend | Apr 8, 2027 | $0.50 |
 DG.PA (triangulacapital) | Ex-Dividend | Apr 13, 2027 | $4.66 |
 SUZ (FundManagerZech) | Ex-Dividend | May 4, 2027 | $0.21 |
 SAN.PA (triangulacapital) | Ex-Dividend | May 5, 2027 | $4.84 |
 1913.HK (Rayeiris) | Ex-Dividend | May 6, 2027 | $0.19 |
 JMT.LSB (triangulacapital) | Ex-Dividend | May 8, 2027 | $0.76 |
 0700.HK (triangulacapital) | Ex-Dividend | May 15, 2027 | $0.68 |
0700.HK (steveli1029) | Ex-Dividend | May 15, 2027 | $0.68 |
 TE.PA (triangulacapital) | Ex-Dividend | May 18, 2027 | $1.18 |
 RF.PA (triangulacapital) | Ex-Dividend | May 18, 2027 | $3.01 |
 MONC.MI (Rayeiris) | Ex-Dividend | May 23, 2027 | $1.65 |
 VK.PA (triangulacapital) | Ex-Dividend | May 26, 2027 | $1.71 |
 TEP.PA (Rayeiris) | Ex-Dividend | May 26, 2027 | $5.23 |
TEP.PA (FundManagerZech) | Ex-Dividend | May 26, 2027 | $5.23 |
 KGX.DE (triangulacapital) | Ex-Dividend | May 29, 2027 | $0.72 |
 DB (steveli1029) | Ex-Dividend | May 29, 2027 | $1.16 |
 9988.HK (Rayeiris) | Ex-Dividend | Jun 10, 2027 | $0.13 |
9988.HK (FundManagerZech) | Ex-Dividend | Jun 10, 2027 | $0.13 |
 BABA (Rayeiris) | Ex-Dividend | Jun 11, 2027 | $1.05 |
 01211.HK (FundManagerZech) | Ex-Dividend | Jun 11, 2027 | $0.05 |
BABA (steveli1029) | Ex-Dividend | Jun 11, 2027 | $1.05 |
 1585.HK (FundManagerZech) | Ex-Dividend | Jun 23, 2027 | $0.00 |
 LOGN.ZU (Rayeiris) | Ex-Dividend | Sep 21, 2027 | $0.00 |
 0390.HK (FundManagerZech) | Ex-Dividend | Sep 23, 2027 | $0.03 |
Performance Metrics
Score 5.1/10
Beta
0.87
0.87
0
0.8
1.2
0
2
Sharpe Ratio
0.85
0.85
0
0.5
1
1.5
1.5
Sortino Ratio
1.6
1.6
0
1
2
3
3
Jensen's Alpha
-1.29
-1.29
-2
0
2
4.5
4.5
Omega Ratio
0.77
0.77
0
1
1.5
2.5
2.5
Treynor Ratio
1.15
1.15
0
0.75
1.25
2
2
Information Ratio
-0.38
-0.38
-1
0.3
0.6
1
1
Calmar Ratio
1.66
1.66
0
0.3
0.6
2
2
Beta
0.87
0.87
0
0.8
1.2
0
2
Sharpe Ratio
0.85
0.85
0
0.5
1
1.5
1.5
Sortino Ratio
1.6
1.6
0
1
2
3
3
Jensen's Alpha
-1.29
-1.29
-2
0
2
4.5
4.5
Omega Ratio
0.77
0.77
0
1
1.5
2.5
2.5
Treynor Ratio
1.15
1.15
0
0.75
1.25
2
2
Information Ratio
-0.38
-0.38
-1
0.3
0.6
1
1
Calmar Ratio
1.66
1.66
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
20.9
High:
STRL.US
37.7STRL.USLow:BANC
-40.74BANCDetails
PEG Ratio
0.24
High:STRL.US
0.74STRL.USLow:MU
0.02MUDetails
Price/Book
9.2
High:NVDA
25.19NVDALow:BANC
0.95BANCDetails
Price/Sales
9.79
High:NVDA
19.15NVDALow:
03690.HK
1.103690.HKDetails
Price/CF
25.08
High:03690.HK
64.3903690.HKLow:ITUB
4.29ITUBDetails
Price/FCF
60.87
High:03690.HK
387.8103690.HKLow:ITUB
6.05ITUBDetails
P/E Ratio
20.9
High:STRL.US
37.7STRL.USLow:BANC
-40.74BANCDetails
PEG Ratio
0.24
High:STRL.US
0.74STRL.USLow:MU
0.02MUDetails
Price/Book
9.2
High:NVDA
25.19NVDALow:BANC
0.95BANCDetails
Price/Sales
9.79
High:NVDA
19.15NVDALow:03690.HK
1.103690.HKDetails
Price/CF
25.08
High:03690.HK
64.3903690.HKLow:ITUB
4.29ITUBDetails
Price/FCF
60.87
High:03690.HK
387.8103690.HKLow:ITUB
6.05ITUBDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-9.93% | Nov 2025 | - | 12 |
-9.18% | Feb 2025 | May 2025 | 3 |
-6.85% | Aug 2023 | Dec 2023 | 4 |
-3.68% | Apr 2024 | May 2024 | 1 |
-2.68% | Dec 2024 | Jan 2025 | 1 |
-1.33% | Oct 2024 | Nov 2024 | 1 |
-1.14% | Jun 2024 | Sep 2024 | 3 |