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-2.71%
This Month
-1%
Year To Date
+25.89%
2 Years
+60.43%
5 Years
+60.43%
10 Years
+18.75%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading80.27%
- 📊 ETFs7.11%
- 💵 Cash4.62%
- 🧩 Miscellaneous4.34%
- 🪙 Cryptocurrencies1.64%
- 🏭 Industrial Services0.66%
- 🖥️ Technology Services0.61%
- 🛍️ Retail Trade0.32%
- 💻 Electronic Technology0.3%
- 💰 Finance0.21%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE31.11%
- 🇺🇸 Nasdaq15.03%
- 🇬🇧 LSE9.68%
- 🇫🇷 Euronext Paris5.69%
- 🌍 Digital Currency4.39%
- 🇳🇴 Oslo Stock Exchange4.14%
- 🇩🇪 FRA2.5%
- 🇭🇰 Hong Kong Exchanges1.75%
- 🇨🇭 SIX0.75%
- 🇺🇸 Chicago Board Options Exchange0.47%
- 🇵🇹 Euronext Lisbon0.45%
- 🌍 FX0.25%
- 🇦🇺 Sydney0.19%
- 🇮🇹 Borsa Italiana0.04%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States20.33%
- 🇬🇧 United Kingdom12.09%
- 🇫🇷 France5.69%
- 🇳🇴 Norway4.14%
- 🇩🇪 Germany2.58%
- 🇨🇳 China2.33%
- 🇧🇷 Brazil1.01%
- 🇦🇺 Australia0.83%
- 🇨🇭 Switzerland0.75%
- 🇦🇷 Argentina0.71%
- 🇸🇬 Singapore0.65%
- 🇬🇷 Greece0.6%
- 🇨🇦 Canada0.53%
- 🇵🇹 Portugal0.45%
- 🇮🇹 Italy0.12%
- 🇮🇱 Israel0.11%
- 🇸🇪 Sweden0.01%
Dividends
Dividend Yield
1.6%
12 out of 38 instruments pay dividend.
22 dividend payments in the next 30 days.
Highest Dividend: FundManagerZech (5.71%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 thomaspj | 0.66% | 2.05% | - |
 FundManagerZech | 0.43% | 5.71% | - |
 triangulacapital | 0.35% | 3.75% | - |
 AmitKup | 0.09% | 3.25% | - |
 Rayeiris | 0.03% | 1.03% | - |
 SPY | 0.01% | 0.98% | - |
 QQQ | 0.01% | 0.38% | - |
 steveli1029 | 0.01% | 0.24% | - |
 BANC | 0% | 2.28% | $0.4 |
 GOOG | 0% | 0.23% | $0.2 |
 MU | 0% | 0.05% | $0.46 |
 ITUB | 0% | -1.82% | $-0.15 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
GOOG | Ex-Dividend | Jun 8, 2026 | $0.22 |
 GOOGL (steveli1029) | Ex-Dividend | Jun 8, 2026 | $0.22 |
 9988.HK (Rayeiris) | Ex-Dividend | Jun 10, 2026 | $0.13 |
9988.HK (FundManagerZech) | Ex-Dividend | Jun 10, 2026 | $0.13 |
 BABA (Rayeiris) | Ex-Dividend | Jun 11, 2026 | $1.05 |
 01211.HK (FundManagerZech) | Ex-Dividend | Jun 11, 2026 | $0.05 |
BABA (steveli1029) | Ex-Dividend | Jun 11, 2026 | $1.05 |
 RKT.L (triangulacapital) | Pay Day | Jun 12, 2026 | $1.70 |
 IBKR (Rayeiris) | Pay Day | Jun 12, 2026 | $0.09 |
 GPN (FundManagerZech) | Ex-Dividend | Jun 12, 2026 | $0.25 |
GOOG | Pay Day | Jun 15, 2026 | $0.22 |
BANC | Ex-Dividend | Jun 15, 2026 | $0.12 |
 META (Rayeiris) | Ex-Dividend | Jun 15, 2026 | $0.53 |
 EMBC (FundManagerZech) | Pay Day | Jun 15, 2026 | $0.01 |
 OCSL (FundManagerZech) | Ex-Dividend | Jun 15, 2026 | $0.34 |
GOOGL (steveli1029) | Pay Day | Jun 15, 2026 | $0.22 |
 WU (AmitKup) | Ex-Dividend | Jun 16, 2026 | $0.23 |
 PYPL (AmitKup) | Pay Day | Jun 25, 2026 | $0.14 |
META (Rayeiris) | Pay Day | Jun 25, 2026 | $0.53 |
 UL.US (triangulacapital) | Pay Day | Jun 26, 2026 | $0.55 |
 BAC (thomaspj) | Pay Day | Jun 26, 2026 | $0.28 |
 BP.L (thomaspj) | Pay Day | Jun 26, 2026 | $0.08 |
GPN (FundManagerZech) | Pay Day | Jun 26, 2026 | $0.25 |
 NVDA (steveli1029) | Pay Day | Jun 26, 2026 | $0.25 |
 SHEL (triangulacapital) | Pay Day | Jun 29, 2026 | $0.78 |
 GS (thomaspj) | Pay Day | Jun 29, 2026 | $4.50 |
 SHEL.L (thomaspj) | Pay Day | Jun 29, 2026 | $0.39 |
 NTR (triangulacapital) | Ex-Dividend | Jun 30, 2026 | $0.55 |
 TTE.PA (thomaspj) | Ex-Dividend | Jun 30, 2026 | $1.01 |
WU (AmitKup) | Pay Day | Jun 30, 2026 | $0.23 |
OCSL (FundManagerZech) | Pay Day | Jun 30, 2026 | $0.34 |
 GSBD (FundManagerZech) | Ex-Dividend | Jun 30, 2026 | $0.32 |
 MSDL (FundManagerZech) | Ex-Dividend | Jun 30, 2026 | $0.45 |
BANC | Pay Day | Jul 1, 2026 | $0.12 |
TTE.PA (thomaspj) | Pay Day | Jul 2, 2026 | $1.01 |
 ATHM.CH (FundManagerZech) | Ex-Dividend | Jul 2, 2026 | $0.66 |
 GRI.L (triangulacapital) | Pay Day | Jul 3, 2026 | $0.04 |
 JPM (thomaspj) | Ex-Dividend | Jul 6, 2026 | $1.50 |
9988.HK (Rayeiris) | Pay Day | Jul 6, 2026 | $0.13 |
9988.HK (FundManagerZech) | Pay Day | Jul 6, 2026 | $0.13 |
BABA (Rayeiris) | Pay Day | Jul 13, 2026 | $1.05 |
BABA (steveli1029) | Pay Day | Jul 13, 2026 | $1.05 |
NTR (triangulacapital) | Pay Day | Jul 17, 2026 | $0.55 |
 RI.PA (triangulacapital) | Ex-Dividend | Jul 22, 2026 | $2.77 |
RI.PA (triangulacapital) | Pay Day | Jul 24, 2026 | $2.77 |
ATHM.CH (FundManagerZech) | Pay Day | Jul 24, 2026 | $0.66 |
MSDL (FundManagerZech) | Pay Day | Jul 24, 2026 | $0.45 |
GSBD (FundManagerZech) | Pay Day | Jul 28, 2026 | $0.32 |
JPM (thomaspj) | Pay Day | Jul 31, 2026 | $1.50 |
01211.HK (FundManagerZech) | Pay Day | Jul 31, 2026 | $0.05 |
 EQNR.OL (thomaspj) | Ex-Dividend | Aug 13, 2026 | $0.39 |
EQNR.OL (thomaspj) | Pay Day | Aug 27, 2026 | $0.39 |
Performance Metrics
Score 5.6/10
Beta
0.87
0.87
0
0.8
1.2
0
2
Sharpe Ratio
0.94
0.94
0
0.5
1
1.5
1.5
Sortino Ratio
1.82
1.82
0
1
2
3
3
Jensen's Alpha
-0.49
-0.49
-2
0
2
4.5
4.5
Omega Ratio
0.81
0.81
0
1
1.5
2.5
2.5
Treynor Ratio
1.29
1.29
0
0.75
1.25
2
2
Information Ratio
-0.29
-0.29
-1
0.3
0.6
1
1
Calmar Ratio
1.85
1.85
0
0.3
0.6
2
2
Beta
0.87
0.87
0
0.8
1.2
0
2
Sharpe Ratio
0.94
0.94
0
0.5
1
1.5
1.5
Sortino Ratio
1.82
1.82
0
1
2
3
3
Jensen's Alpha
-0.49
-0.49
-2
0
2
4.5
4.5
Omega Ratio
0.81
0.81
0
1
1.5
2.5
2.5
Treynor Ratio
1.29
1.29
0
0.75
1.25
2
2
Information Ratio
-0.29
-0.29
-1
0.3
0.6
1
1
Calmar Ratio
1.85
1.85
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
29.88
High:
STRL.US
88.84STRL.USLow:
03690.HK
-10.8603690.HKDetails
PEG Ratio
126.98
High:STRL.US
286.58STRL.USLow:MU
11.46MUDetails
Price/Book
8.62
High:STRL.US
25.63STRL.USLow:BANC
0.98BANCDetails
Price/Sales
7.6
High:MU
19.57MULow:ITUB
1.09ITUBDetails
Price/CF
18.29
High:03690.HK
64.3903690.HKLow:ITUB
7.35ITUBDetails
Price/FCF
75.99
High:03690.HK
387.8103690.HKLow:ITUB
14.38ITUBDetails
P/E Ratio
29.88
High:STRL.US
88.84STRL.USLow:03690.HK
-10.8603690.HKDetails
PEG Ratio
126.98
High:STRL.US
286.58STRL.USLow:MU
11.46MUDetails
Price/Book
8.62
High:STRL.US
25.63STRL.USLow:BANC
0.98BANCDetails
Price/Sales
7.6
High:MU
19.57MULow:ITUB
1.09ITUBDetails
Price/CF
18.29
High:03690.HK
64.3903690.HKLow:ITUB
7.35ITUBDetails
Price/FCF
75.99
High:03690.HK
387.8103690.HKLow:ITUB
14.38ITUBDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-9.93% | Nov 2025 | - | 8 |
-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 |