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-1.88%
This Month
-0.46%
Year To Date
+25.81%
2 Years
+61.3%
5 Years
+61.3%
10 Years
+18.38%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading80.49%
- 📊 ETFs8.27%
- 🧩 Miscellaneous4.52%
- 🪙 Cryptocurrencies1.84%
- 🖥️ Technology Services1.17%
- 💵 Cash1.13%
- 💻 Electronic Technology0.96%
- ❓ Other0.58%
- 🏭 Industrial Services0.52%
- 🛍️ Retail Trade0.32%
- 💰 Finance0.23%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq35.86%
- 🇺🇸 NYSE29.8%
- 🇬🇧 LSE4.71%
- 🌍 Digital Currency3.88%
- 🇫🇷 Euronext Paris3%
- 🇭🇰 Hong Kong Exchanges2.78%
- 🇩🇪 FRA2.23%
- 🇪🇸 Bolsa De Madrid0.6%
- 🇺🇸 Chicago Board Options Exchange0.47%
- 🇳🇱 Euronext Amsterdam0.46%
- 🌍 FX0.25%
- 🇦🇺 Sydney0.15%
- 🇨🇭 SIX0.14%
- Tokyo Stock Exchange0.13%
- 🇮🇹 Borsa Italiana0.04%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States44.38%
- 🇬🇧 United Kingdom6.54%
- 🇩🇪 Germany3.1%
- 🇫🇷 France3.1%
- 🇨🇳 China2.73%
- 🇧🇷 Brazil1.24%
- 🇧🇲 Bermuda0.9%
- 🇦🇷 Argentina0.73%
- 🇸🇬 Singapore0.71%
- 🇪🇸 Spain0.6%
- 🇨🇭 Switzerland0.52%
- 🇳🇱 Netherlands0.46%
- 🇭🇰 Hong Kong0.44%
- 🇬🇷 Greece0.36%
- 🇦🇺 Australia0.15%
- 🇮🇹 Italy0.12%
- 🇮🇱 Israel0.11%
- 🇨🇦 Canada0.05%
- 🇸🇪 Sweden0.01%
Dividends
Dividend Yield
1.12%
13 out of 43 instruments pay dividend.
7 dividend payments in the next 30 days.
Highest Dividend: FundManagerZech (5.02%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 FundManagerZech | 0.39% | 5.02% | - |
 triangulacapital | 0.37% | 3.75% | - |
 thomaspj | 0.2% | 0.67% | - |
 AmitKup | 0.09% | 2.95% | - |
 Rayeiris | 0.03% | 0.89% | - |
 SPY | 0.01% | 0.99% | - |
 QQQ | 0.01% | 0.4% | - |
 steveli1029 | 0.01% | 0.25% | - |
 BANC | 0% | 2.02% | $0.4 |
 GOOG | 0% | 0.24% | $0.2 |
 NVDA | 0% | 0.14% | $0.02 |
 MU | 0% | 0.06% | $0.46 |
 ITUB | 0% | -1.66% | $-0.15 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 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 |
 267.HK (FundManagerZech) | Pay Day | Aug 21, 2026 | $0.05 |
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
28.67
High:
STRL.US
61STRL.USLow:
03690.HK
-11.7703690.HKDetails
PEG Ratio
69.98
High:STRL.US
196.77STRL.USLow:MU
3.16MUDetails
Price/Book
11.05
High:NVDA
26.14NVDALow:BANC
1.03BANCDetails
Price/Sales
10.32
High:NVDA
20.3NVDALow:ITUB
1.23ITUBDetails
Price/CF
23.55
High:03690.HK
64.3903690.HKLow:ITUB
7.35ITUBDetails
Price/FCF
57.46
High:03690.HK
387.8103690.HKLow:ITUB
14.38ITUBDetails
P/E Ratio
28.67
High:STRL.US
61STRL.USLow:03690.HK
-11.7703690.HKDetails
PEG Ratio
69.98
High:STRL.US
196.77STRL.USLow:MU
3.16MUDetails
Price/Book
11.05
High:NVDA
26.14NVDALow:BANC
1.03BANCDetails
Price/Sales
10.32
High:NVDA
20.3NVDALow:ITUB
1.23ITUBDetails
Price/CF
23.55
High:03690.HK
64.3903690.HKLow:ITUB
7.35ITUBDetails
Price/FCF
57.46
High:03690.HK
387.8103690.HKLow:ITUB
14.38ITUBDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-9.93% | Nov 2025 | - | 9 |
-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 |