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+0.5%
This Month
+21.08%
Year To Date
+61.19%
2 Years
+67.97%
5 Years
+67.97%
10 Years
+29.6%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading63.56%
- 📊 ETFs19.06%
- 💵 Cash2.12%
- 🪙 Cryptocurrencies1.76%
- 🛍️ Retail Trade0.63%
- 🏭 Industrial Services0.45%
- 💻 Electronic Technology0.37%
- 🧪 Process Industries0.22%
- 🚚 Transportation0.1%
- 💰 Finance0.06%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE21.82%
- 🇺🇸 Nasdaq20.07%
- 🌍 Digital Currency14.28%
- 🇬🇧 LSE6.07%
- 🇭🇰 Hong Kong Exchanges2.38%
- 🇫🇷 Euronext Paris1.81%
- 🌍 FX1.47%
- 🇺🇸 Chicago Board Options Exchange0.99%
- 🇮🇹 Borsa Italiana0.88%
- 🇳🇱 Euronext Amsterdam0.81%
- 🇳🇴 Oslo Stock Exchange0.65%
- 🇩🇪 FRA0.64%
- 🇨🇭 SIX0.56%
- 🇪🇸 Bolsa De Madrid0.49%
- 🇸🇪 Stockholm Stock Exchange0.49%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States18.1%
- 🇬🇧 United Kingdom7.62%
- 🇨🇳 China2.57%
- 🇫🇷 France1.81%
- 🇧🇷 Brazil1.51%
- 🇮🇹 Italy1.09%
- 🇬🇷 Greece0.92%
- 🇳🇱 Netherlands0.81%
- 🇩🇪 Germany0.73%
- 🇳🇴 Norway0.65%
- 🇮🇱 Israel0.61%
- 🇨🇭 Switzerland0.56%
- 🇪🇸 Spain0.49%
- 🇫🇮 Finland0.49%
- 🇧🇲 Bermuda0.33%
- 🇨🇴 Colombia0.29%
- 🇱🇺 Luxembourg0.02%
Dividends
Dividend Yield
1.09%
24 out of 36 instruments pay dividend.
17 dividend payments in the next 30 days.
Highest Dividend: triangulacapital (4.97%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 triangulacapital | 0.31% | 4.97% | - |
 FundManagerZech | 0.3% | 4.35% | - |
 AmitKup | 0.22% | 3.61% | - |
 Rayeiris | 0.07% | 1.13% | - |
 thomaspj | 0.04% | 0.51% | - |
 SPY | 0.03% | 1.16% | - |
 QQQ | 0.02% | 0.51% | - |
 VGT | 0.02% | 0.47% | - |
 IWM | 0.02% | 1.15% | - |
 SOXL | 0.01% | 1.07% | - |
 EWJ | 0.01% | 2.2% | - |
 MDY | 0.01% | 1.21% | - |
 TQQQ | 0.01% | 1.11% | - |
 SMH | 0.01% | 0.38% | - |
 steveli1029 | 0% | 0.12% | - |
 INDA | 0% | 0.72% | - |
 QUAL | 0% | 1.02% | - |
 IYW | 0% | 0.19% | - |
 FIW.US | 0% | 0.71% | - |
 ESI | 0% | 1.23% | $0.32 |
 TNA | 0% | 1.38% | - |
 NAIL | 0% | 1.8% | - |
 MU | 0% | 0.35% | $0.46 |
 ITUB | 0% | -5.56% | $-0.15 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 GOOG (thomaspj) | Ex-Dividend | Sep 8, 2025 | $0.21 |
GOOG (Rayeiris) | Ex-Dividend | Sep 8, 2025 | $0.21 |
 SBLK (FundManagerZech) | Pay Day | Sep 10, 2025 | $0.05 |
 INSW (FundManagerZech) | Ex-Dividend | Sep 10, 2025 | $0.65 |
 MSFT (thomaspj) | Pay Day | Sep 11, 2025 | $0.83 |
 NVDA (thomaspj) | Ex-Dividend | Sep 11, 2025 | $0.01 |
 CIVI (FundManagerZech) | Ex-Dividend | Sep 11, 2025 | $0.50 |
NVDA (steveli1029) | Ex-Dividend | Sep 11, 2025 | $0.01 |
 NWG (triangulacapital) | Pay Day | Sep 12, 2025 | $0.26 |
 IBKR (Rayeiris) | Pay Day | Sep 12, 2025 | $0.08 |
ESI | Pay Day | Sep 15, 2025 | $0.08 |
GOOG (thomaspj) | Pay Day | Sep 15, 2025 | $0.21 |
GOOG (Rayeiris) | Pay Day | Sep 15, 2025 | $0.21 |
 BCS (triangulacapital) | Pay Day | Sep 16, 2025 | $0.16 |
 WU (AmitKup) | Ex-Dividend | Sep 16, 2025 | $0.24 |
 JOE (FundManagerZech) | Pay Day | Sep 19, 2025 | $0.14 |
INSW (FundManagerZech) | Pay Day | Sep 24, 2025 | $0.65 |
 RMV.L (Rayeiris) | Ex-Dividend | Sep 25, 2025 | $0.06 |
CIVI (FundManagerZech) | Pay Day | Sep 25, 2025 | $0.50 |
 BNP.PA (triangulacapital) | Ex-Dividend | Sep 26, 2025 | $3.05 |
 GS (thomaspj) | Pay Day | Sep 29, 2025 | $4.00 |
BNP.PA (triangulacapital) | Pay Day | Sep 30, 2025 | $3.05 |
WU (AmitKup) | Pay Day | Sep 30, 2025 | $0.24 |
NVDA (thomaspj) | Pay Day | Oct 2, 2025 | $0.01 |
NVDA (steveli1029) | Pay Day | Oct 2, 2025 | $0.01 |
 GAW.L (Rayeiris) | Pay Day | Oct 3, 2025 | $0.73 |
 PUK (triangulacapital) | Pay Day | Oct 16, 2025 | $0.15 |
RMV.L (Rayeiris) | Pay Day | Oct 24, 2025 | $0.06 |
 MC.PA (Rayeiris) | Ex-Dividend | Dec 2, 2025 | $6.47 |
MC.PA (Rayeiris) | Pay Day | Dec 4, 2025 | $6.47 |
INDA | Pay Day | Dec 20, 2025 | $0.00 |
SMH | Pay Day | Dec 24, 2025 | $0.00 |
Performance Metrics
Score 7.4/10
Beta
0.96
0.96
0
0.8
1.2
0
2
Sharpe Ratio
1.3
1.3
0
0.5
1
2
2
Sortino Ratio
2.64
2.64
0
1
2
3
3
Jensen's Alpha
3.83
3.83
-2
0
2
4.5
4.5
Omega Ratio
1.33
1.33
0
1
1.5
2.5
2.5
Treynor Ratio
1.68
1.68
0
0.75
1.25
2
2
Information Ratio
0.39
0.39
0
0.3
0.6
1
1
Calmar Ratio
2.79
2.79
0
0.3
0.6
3
3
Beta
0.96
0.96
0
0.8
1.2
0
2
Sharpe Ratio
1.3
1.3
0
0.5
1
2
2
Sortino Ratio
2.64
2.64
0
1
2
3
3
Jensen's Alpha
3.83
3.83
-2
0
2
4.5
4.5
Omega Ratio
1.33
1.33
0
1
1.5
2.5
2.5
Treynor Ratio
1.68
1.68
0
0.75
1.25
2
2
Information Ratio
0.39
0.39
0
0.3
0.6
1
1
Calmar Ratio
2.79
2.79
0
0.3
0.6
3
3
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
35.02
High:
AMZN
35.97AMZNLow:
ITUB
9.91ITUBDetails
PEG Ratio
60.44
High:ITUB
352.44ITUBLow:
MU
4.52MUDetails
Price/Book
7.06
High:
STRL.US
9.96STRL.USLow:ITUB
1.97ITUBDetails
Price/Sales
3.77
High:STRL.US
4.15STRL.USLow:ITUB
1.08ITUBDetails
Price/CF
18.42
High:AMZN
19.57AMZNLow:ITUB
3.54ITUBDetails
Price/FCF
158.52
High:
03690.HK
387.8103690.HKLow:ITUB
4.56ITUBDetails
P/E Ratio
35.02
High:AMZN
35.97AMZNLow:ITUB
9.91ITUBDetails
PEG Ratio
60.44
High:ITUB
352.44ITUBLow:MU
4.52MUDetails
Price/Book
7.06
High:STRL.US
9.96STRL.USLow:ITUB
1.97ITUBDetails
Price/Sales
3.77
High:STRL.US
4.15STRL.USLow:ITUB
1.08ITUBDetails
Price/CF
18.42
High:AMZN
19.57AMZNLow:ITUB
3.54ITUBDetails
Price/FCF
158.52
High:03690.HK
387.8103690.HKLow:ITUB
4.56ITUBDetails
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 |