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-0.47%
This Month
+21.89%
Year To Date
+64.09%
2 Years
+69.1%
5 Years
+69.1%
10 Years
+28.68%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading73.63%
- 📊 ETFs20.3%
- 💵 Cash2.82%
- 🪙 Cryptocurrencies1.7%
- 🛍️ Retail Trade0.57%
- 🏭 Industrial Services0.56%
- 💻 Electronic Technology0.28%
- 🧪 Process Industries0.22%
- 🚚 Transportation0.1%
- 💰 Finance0.06%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE24.95%
- 🇺🇸 Nasdaq22.45%
- 🌍 Digital Currency8.77%
- 🇬🇧 LSE6.24%
- 🌍 FX5.72%
- 🇫🇷 Euronext Paris2.78%
- 🇭🇰 Hong Kong Exchanges2.48%
- 🇺🇸 Chicago Board Options Exchange1.5%
- 🇮🇹 Borsa Italiana1.08%
- 🇳🇴 Oslo Stock Exchange0.69%
- 🇸🇪 Stockholm Stock Exchange0.65%
- 🇨🇭 SIX0.6%
- 🇩🇪 FRA0.57%
- 🇳🇱 Euronext Amsterdam0.56%
- 🇩🇰 Copenhagen Stock Exchange0.47%
- Abu Dhabi0.06%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States22.72%
- 🇬🇧 United Kingdom7.85%
- 🇫🇷 France2.78%
- 🇨🇳 China2.76%
- 🇧🇷 Brazil1.59%
- 🇮🇹 Italy1.3%
- 🇬🇷 Greece0.86%
- 🇳🇴 Norway0.69%
- 🇩🇪 Germany0.66%
- 🇫🇮 Finland0.65%
- 🇮🇱 Israel0.62%
- 🇨🇭 Switzerland0.6%
- 🇳🇱 Netherlands0.56%
- 🇩🇰 Denmark0.47%
- 🇧🇲 Bermuda0.32%
- 🇭🇰 Hong Kong0.29%
- 🇱🇺 Luxembourg0.02%
Dividends
Dividend Yield
1.16%
9 out of 36 instruments pay dividend.
5 dividend payments in the next 30 days.
Highest Dividend: triangulacapital (5.66%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 triangulacapital | 0.43% | 5.66% | - |
 FundManagerZech | 0.35% | 5.02% | - |
 AmitKup | 0.22% | 3.72% | - |
 thomaspj | 0.09% | 0.85% | - |
 Rayeiris | 0.06% | 0.91% | - |
 steveli1029 | 0% | 0.11% | - |
 ESI | 0% | 1.23% | $0.32 |
 MU | 0% | 0.22% | $0.46 |
 ITUB | 0% | -5.49% | $-0.15 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 RMV.L (Rayeiris) | Pay Day | Oct 24, 2025 | $0.06 |
 UTG.L (triangulacapital) | Pay Day | Oct 31, 2025 | $0.17 |
 JPM (thomaspj) | Pay Day | Oct 31, 2025 | $1.50 |
 CVGW (FundManagerZech) | Pay Day | Oct 31, 2025 | $0.20 |
 C (thomaspj) | Ex-Dividend | Nov 3, 2025 | $0.60 |
 AXP (thomaspj) | Pay Day | Nov 10, 2025 | $0.82 |
 MSFT (thomaspj) | Ex-Dividend | Nov 20, 2025 | $0.91 |
C (thomaspj) | Pay Day | Nov 26, 2025 | $0.60 |
 GS (thomaspj) | Ex-Dividend | Dec 2, 2025 | $4.00 |
 MC.PA (Rayeiris) | Ex-Dividend | Dec 2, 2025 | $6.47 |
MC.PA (Rayeiris) | Pay Day | Dec 4, 2025 | $6.47 |
MSFT (thomaspj) | Pay Day | Dec 11, 2025 | $0.91 |
 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 7.3/10
Beta
0.96
0.96
0
0.8
1.2
0
2
Sharpe Ratio
1.32
1.32
0
0.5
1
2
2
Sortino Ratio
2.68
2.68
0
1
2
3
3
Jensen's Alpha
3.2
3.2
-2
0
2
4.5
4.5
Omega Ratio
1.25
1.25
0
1
1.5
2.5
2.5
Treynor Ratio
1.68
1.68
0
0.75
1.25
2
2
Information Ratio
0.3
0.3
0
0.3
0.6
1
1
Calmar Ratio
2.78
2.78
0
0.3
0.6
3
3
Beta
0.96
0.96
0
0.8
1.2
0
2
Sharpe Ratio
1.32
1.32
0
0.5
1
2
2
Sortino Ratio
2.68
2.68
0
1
2
3
3
Jensen's Alpha
3.2
3.2
-2
0
2
4.5
4.5
Omega Ratio
1.25
1.25
0
1
1.5
2.5
2.5
Treynor Ratio
1.68
1.68
0
0.75
1.25
2
2
Information Ratio
0.3
0.3
0
0.3
0.6
1
1
Calmar Ratio
2.78
2.78
0
0.3
0.6
3
3
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
32.48
High:
STRL.US
40.12STRL.USLow:
ITUB
10.09ITUBDetails
PEG Ratio
63.48
High:ITUB
358.84ITUBLow:
MU
2.73MUDetails
Price/Book
6.65
High:STRL.US
12.73STRL.USLow:ITUB
2.01ITUBDetails
Price/Sales
3.53
High:MU
6.26MULow:ITUB
1.1ITUBDetails
Price/CF
18.12
High:
AMZN
19.57AMZNLow:ITUB
3.54ITUBDetails
Price/FCF
156.3
High:
03690.HK
387.8103690.HKLow:ITUB
4.56ITUBDetails
P/E Ratio
32.48
High:STRL.US
40.12STRL.USLow:ITUB
10.09ITUBDetails
PEG Ratio
63.48
High:ITUB
358.84ITUBLow:MU
2.73MUDetails
Price/Book
6.65
High:STRL.US
12.73STRL.USLow:ITUB
2.01ITUBDetails
Price/Sales
3.53
High:MU
6.26MULow:ITUB
1.1ITUBDetails
Price/CF
18.12
High:AMZN
19.57AMZNLow:ITUB
3.54ITUBDetails
Price/FCF
156.3
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 |
-0.47% | Oct 2025 | - | 1 |