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+1.04%
Today
+1.86%
This Month
+9.1%
Year To Date
+43.95%
2 Years
+51.35%
5 Years
+26.72%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading61.56%
- 📊 ETFs22.35%
- 💵 Cash3.52%
- 🪙 Cryptocurrencies1.87%
- 🛍️ Retail Trade0.65%
- 💻 Electronic Technology0.37%
- 🏭 Industrial Services0.35%
- 🧪 Process Industries0.21%
- 🚚 Transportation0.17%
- 💰 Finance0.06%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE26.01%
- 🇺🇸 Nasdaq16.59%
- 🌍 Digital Currency9.64%
- 🇬🇧 LSE6.56%
- 🇫🇷 Euronext Paris2.6%
- 🇭🇰 Hong Kong Exchanges1.89%
- 🌍 FX1.79%
- 🇺🇸 Chicago Board Options Exchange1.19%
- 🇳🇱 Euronext Amsterdam0.96%
- 🇩🇰 Copenhagen Stock Exchange0.58%
- 🇸🇪 Stockholm Stock Exchange0.56%
- 🇮🇹 Borsa Italiana0.51%
- 🇩🇪 FRA0.44%
- 🇪🇸 Bolsa De Madrid0.31%
- 🇨🇭 SIX0.03%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States13.4%
- 🇬🇧 United Kingdom8.07%
- 🇫🇷 France2.6%
- 🇨🇳 China2.12%
- 🇮🇱 Israel1.81%
- 🇧🇷 Brazil1.76%
- 🇬🇷 Greece1.02%
- 🇳🇱 Netherlands0.96%
- 🇨🇴 Colombia0.73%
- 🇩🇰 Denmark0.58%
- 🇫🇮 Finland0.56%
- 🇮🇹 Italy0.51%
- 🇧🇲 Bermuda0.49%
- 🇩🇪 Germany0.44%
- 🇨🇦 Canada0.32%
- 🇪🇸 Spain0.31%
- 🇸🇬 Singapore0.18%
- 🇨🇭 Switzerland0.03%
Dividends
Dividend Yield
1.13%
24 out of 34 instruments pay dividend.
17 dividend payments in the next 30 days.
Highest Dividend: triangulacapital (4.44%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 triangulacapital | 0.33% | 4.44% | - |
 AmitKup | 0.25% | 3.48% | - |
 FundManagerZech | 0.21% | 2.8% | - |
 thomaspj | 0.08% | 0.82% | - |
 SOXL | 0.06% | 2.88% | - |
 TQQQ | 0.03% | 1.79% | - |
 SPY | 0.03% | 1.29% | - |
 Rayeiris | 0.03% | 0.98% | - |
 QQQ | 0.03% | 0.58% | - |
 VGT | 0.02% | 0.58% | - |
 IWM | 0.02% | 1.27% | - |
 EWJ | 0.01% | 2.12% | - |
 DennisFantoni | 0.01% | 0.17% | - |
 MDY | 0.01% | 1.28% | - |
 SMH | 0.01% | 0.45% | - |
 INDA | 0% | 0.74% | - |
 QUAL | 0% | 1.08% | - |
 IYW | 0% | 0.23% | - |
 FIW.US | 0% | 0.74% | - |
 ESI | 0% | 1.48% | $0.32 |
 TNA | 0% | 1.6% | - |
 MU | 0% | 0.42% | $0.46 |
 NAIL | 0% | 1.52% | - |
 ITUB | 0% | -4.79% | $-0.15 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 GOOG (Rayeiris) | Ex-Dividend | Jun 9, 2025 | $0.21 |
 0386.HK (FundManagerZech) | Ex-Dividend | Jun 9, 2025 | $0.02 |
 JOE (FundManagerZech) | Ex-Dividend | Jun 10, 2025 | $0.14 |
 NVDA (thomaspj) | Ex-Dividend | Jun 11, 2025 | $0.01 |
 9988.HK (Rayeiris) | Ex-Dividend | Jun 11, 2025 | $0.25 |
9988.HK (FundManagerZech) | Ex-Dividend | Jun 11, 2025 | $0.25 |
 LAND.L (triangulacapital) | Ex-Dividend | Jun 12, 2025 | $0.16 |
 MSFT (thomaspj) | Pay Day | Jun 12, 2025 | $0.83 |
 BABA (Rayeiris) | Ex-Dividend | Jun 12, 2025 | $0.95 |
 JXN (FundManagerZech) | Ex-Dividend | Jun 12, 2025 | $0.80 |
 INSW (FundManagerZech) | Ex-Dividend | Jun 12, 2025 | $0.60 |
 IBKR (Rayeiris) | Pay Day | Jun 13, 2025 | $0.32 |
ESI | Pay Day | Jun 16, 2025 | $0.08 |
 META (thomaspj) | Ex-Dividend | Jun 16, 2025 | $0.52 |
GOOG (Rayeiris) | Pay Day | Jun 16, 2025 | $0.21 |
META (Rayeiris) | Ex-Dividend | Jun 16, 2025 | $0.52 |
 HSBC (triangulacapital) | Pay Day | Jun 20, 2025 | $0.50 |
 1800.HK (FundManagerZech) | Ex-Dividend | Jun 20, 2025 | $0.02 |
 SBLK (FundManagerZech) | Pay Day | Jun 20, 2025 | $0.05 |
META (thomaspj) | Pay Day | Jun 26, 2025 | $0.52 |
META (Rayeiris) | Pay Day | Jun 26, 2025 | $0.52 |
JOE (FundManagerZech) | Pay Day | Jun 26, 2025 | $0.14 |
JXN (FundManagerZech) | Pay Day | Jun 26, 2025 | $0.80 |
INSW (FundManagerZech) | Pay Day | Jun 26, 2025 | $0.60 |
 GS (thomaspj) | Pay Day | Jun 27, 2025 | $3.00 |
0386.HK (FundManagerZech) | Pay Day | Jun 27, 2025 | $0.02 |
 3323.HK (FundManagerZech) | Pay Day | Jun 30, 2025 | $0.02 |
 JPM (thomaspj) | Ex-Dividend | Jul 3, 2025 | $1.40 |
NVDA (thomaspj) | Pay Day | Jul 3, 2025 | $0.01 |
9988.HK (Rayeiris) | Pay Day | Jul 3, 2025 | $0.25 |
9988.HK (FundManagerZech) | Pay Day | Jul 3, 2025 | $0.25 |
 PLUS.L (AmitKup) | Pay Day | Jul 9, 2025 | $0.40 |
BABA (Rayeiris) | Pay Day | Jul 10, 2025 | $0.95 |
LAND.L (triangulacapital) | Pay Day | Jul 25, 2025 | $0.16 |
JPM (thomaspj) | Pay Day | Jul 31, 2025 | $1.40 |
1800.HK (FundManagerZech) | Pay Day | Aug 15, 2025 | $0.02 |
EWJ | Pay Day | Dec 20, 2025 | $1.06 |
INDA | Pay Day | Dec 20, 2025 | $0.00 |
SMH | Pay Day | Dec 24, 2025 | $1.07 |
Performance Metrics
Score 7/10
Beta
0.97
0.97
0
0.8
1.2
0
2
Sharpe Ratio
1.05
1.05
0
0.5
1
2
2
Sortino Ratio
2.1
2.1
0
1
2
3
3
Jensen's Alpha
3.41
3.41
-2
0
2
4.5
4.5
Omega Ratio
1.27
1.27
0
1
1.5
2.5
2.5
Treynor Ratio
1.41
1.41
0
0.75
1.25
2
2
Information Ratio
0.33
0.33
0
0.3
0.6
1
1
Calmar Ratio
2.39
2.39
0
0.3
0.6
3
3
Beta
0.97
0.97
0
0.8
1.2
0
2
Sharpe Ratio
1.05
1.05
0
0.5
1
2
2
Sortino Ratio
2.1
2.1
0
1
2
3
3
Jensen's Alpha
3.41
3.41
-2
0
2
4.5
4.5
Omega Ratio
1.27
1.27
0
1
1.5
2.5
2.5
Treynor Ratio
1.41
1.41
0
0.75
1.25
2
2
Information Ratio
0.33
0.33
0
0.3
0.6
1
1
Calmar Ratio
2.39
2.39
0
0.3
0.6
3
3
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
33.13
High:
AMZN
33.91AMZNLow:
ITUB
9.28ITUBDetails
PEG Ratio
34.76
High:ITUB
180.86ITUBLow:
03690.HK
12.5603690.HKDetails
Price/Book
6.74
High:
STRL.US
7.37STRL.USLow:ITUB
2ITUBDetails
Price/Sales
3.42
High:
MU
3.81MULow:ITUB
1.03ITUBDetails
Price/CF
17.13
High:AMZN
18.03AMZNLow:ITUB
2.38ITUBDetails
Price/FCF
95.96
High:MU
1,171.75MULow:ITUB
2.95ITUBDetails
P/E Ratio
33.13
High:AMZN
33.91AMZNLow:ITUB
9.28ITUBDetails
PEG Ratio
34.76
High:ITUB
180.86ITUBLow:03690.HK
12.5603690.HKDetails
Price/Book
6.74
High:STRL.US
7.37STRL.USLow:ITUB
2ITUBDetails
Price/Sales
3.42
High:MU
3.81MULow:ITUB
1.03ITUBDetails
Price/CF
17.13
High:AMZN
18.03AMZNLow:ITUB
2.38ITUBDetails
Price/FCF
95.96
High:MU
1,171.75MULow:ITUB
2.95ITUBDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-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 |