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-1%
This Month
+18.33%
Year To Date
+42.85%
2 Years
+64.15%
5 Years
+64.15%
10 Years
+24.64%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading72.89%
- 📊 ETFs20.2%
- 💵 Cash3.14%
- 🪙 Cryptocurrencies1.7%
- 🛍️ Retail Trade0.62%
- 🏭 Industrial Services0.5%
- 🚚 Transportation0.38%
- 💻 Electronic Technology0.35%
- 🧪 Process Industries0.23%
- 🖥️ Technology Services0.11%
- 💰 Finance0.06%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE28.03%
- 🇺🇸 Nasdaq20.32%
- 🌍 Digital Currency11.93%
- 🌍 FX6.08%
- 🇬🇧 LSE5.58%
- 🇫🇷 Euronext Paris3.04%
- 🇭🇰 Hong Kong Exchanges2.49%
- 🇮🇹 Borsa Italiana1.7%
- 🇳🇴 Oslo Stock Exchange1.65%
- 🇺🇸 Chicago Board Options Exchange1.47%
- 🇸🇪 Stockholm Stock Exchange0.71%
- 🇨🇭 SIX0.71%
- 🇳🇱 Euronext Amsterdam0.66%
- 🇩🇪 FRA0.37%
- 🇦🇺 Sydney0.33%
- Abu Dhabi0.06%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States23.35%
- 🇬🇧 United Kingdom7.42%
- 🇫🇷 France3.04%
- 🇨🇳 China2.99%
- 🇮🇹 Italy1.91%
- 🇳🇴 Norway1.65%
- 🇧🇷 Brazil1.65%
- 🇬🇷 Greece0.85%
- 🇫🇮 Finland0.71%
- 🇨🇭 Switzerland0.71%
- 🇳🇱 Netherlands0.66%
- 🇭🇰 Hong Kong0.53%
- 🇩🇪 Germany0.46%
- 🇦🇺 Australia0.33%
- 🇮🇱 Israel0.32%
- 🇧🇲 Bermuda0.26%
- 🇱🇺 Luxembourg0.02%
Dividends
Dividend Yield
1.27%
9 out of 37 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: triangulacapital (5.63%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 triangulacapital | 0.48% | 5.63% | - |
 FundManagerZech | 0.4% | 5.42% | - |
 AmitKup | 0.24% | 3.97% | - |
 thomaspj | 0.09% | 0.77% | - |
 Rayeiris | 0.06% | 0.87% | - |
 steveli1029 | 0.01% | 0.19% | - |
 ESI | 0% | 1.21% | $0.32 |
 MU | 0% | 0.19% | $0.46 |
 ITUB | -0.01% | -10.37% | $-0.15 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 INDA | Pay Day | Dec 20, 2025 | $0.00 |
 SMH | Pay Day | Dec 24, 2025 | $0.00 |
 GS (thomaspj) | Pay Day | Dec 30, 2025 | $4.00 |
Performance Metrics
Score 6.3/10
Beta
0.97
0.97
0
0.8
1.2
0
2
Sharpe Ratio
1.16
1.16
0
0.5
1
2
2
Sortino Ratio
2.3
2.3
0
1
2
3
3
Jensen's Alpha
0.68
0.68
-2
0
2
4.5
4.5
Omega Ratio
1.01
1.01
0
1
1.5
2.5
2.5
Treynor Ratio
1.45
1.45
0
0.75
1.25
2
2
Information Ratio
0.01
0.01
0
0.3
0.6
1
1
Calmar Ratio
2.44
2.44
0
0.3
0.6
3
3
Beta
0.97
0.97
0
0.8
1.2
0
2
Sharpe Ratio
1.16
1.16
0
0.5
1
2
2
Sortino Ratio
2.3
2.3
0
1
2
3
3
Jensen's Alpha
0.68
0.68
-2
0
2
4.5
4.5
Omega Ratio
1.01
1.01
0
1
1.5
2.5
2.5
Treynor Ratio
1.45
1.45
0
0.75
1.25
2
2
Information Ratio
0.01
0.01
0
0.3
0.6
1
1
Calmar Ratio
2.44
2.44
0
0.3
0.6
3
3
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
32.05
High:
GXO
69.56GXOLow:
03690.HK
-270.903690.HKDetails
PEG Ratio
51.64
High:
ITUB
296.28ITUBLow:
MU
3.19MUDetails
Price/Book
6.35
High:
STRL.US
9.21STRL.USLow:ITUB
1.95ITUBDetails
Price/Sales
3.59
High:MU
7.3MULow:GXO
0.47GXODetails
Price/CF
16.88
High:03690.HK
64.3903690.HKLow:ITUB
3.83ITUBDetails
Price/FCF
198
High:03690.HK
387.8103690.HKLow:ITUB
5.12ITUBDetails
P/E Ratio
32.05
High:GXO
69.56GXOLow:03690.HK
-270.903690.HKDetails
PEG Ratio
51.64
High:ITUB
296.28ITUBLow:MU
3.19MUDetails
Price/Book
6.35
High:STRL.US
9.21STRL.USLow:ITUB
1.95ITUBDetails
Price/Sales
3.59
High:MU
7.3MULow:GXO
0.47GXODetails
Price/CF
16.88
High:03690.HK
64.3903690.HKLow:ITUB
3.83ITUBDetails
Price/FCF
198
High:03690.HK
387.8103690.HKLow:ITUB
5.12ITUBDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-9.18% | Feb 2025 | May 2025 | 3 |
-6.85% | Aug 2023 | Dec 2023 | 4 |
-4.17% | Nov 2025 | - | 2 |
-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 |