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-0.14%
Today
+4.64%
This Month
+17.4%
Year To Date
+47.22%
2 Years
+62.86%
5 Years
+30.48%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading63.73%
- 📊 ETFs20.03%
- 🪙 Cryptocurrencies1.98%
- 💵 Cash1.91%
- 🛍️ Retail Trade0.66%
- 🏭 Industrial Services0.41%
- 💻 Electronic Technology0.36%
- 🧪 Process Industries0.22%
- 🚚 Transportation0.14%
- 💰 Finance0.05%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE24.76%
- 🇺🇸 Nasdaq18.15%
- 🌍 Digital Currency11.62%
- 🇬🇧 LSE6.19%
- 🇭🇰 Hong Kong Exchanges2.34%
- 🇫🇷 Euronext Paris2.22%
- 🌍 FX1.67%
- 🇺🇸 Chicago Board Options Exchange1.16%
- 🇳🇱 Euronext Amsterdam0.9%
- 🇮🇹 Borsa Italiana0.9%
- 🇩🇪 FRA0.72%
- 🇨🇭 SIX0.53%
- 🇳🇴 Oslo Stock Exchange0.52%
- 🇸🇪 Stockholm Stock Exchange0.5%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States16.92%
- 🇬🇧 United Kingdom7.8%
- 🇨🇳 China2.73%
- 🇫🇷 France2.22%
- 🇧🇷 Brazil1.76%
- 🇮🇱 Israel1.15%
- 🇬🇷 Greece0.96%
- 🇳🇱 Netherlands0.9%
- 🇮🇹 Italy0.9%
- 🇩🇪 Germany0.72%
- 🇨🇭 Switzerland0.53%
- 🇳🇴 Norway0.52%
- 🇨🇴 Colombia0.51%
- 🇫🇮 Finland0.5%
- 🇧🇲 Bermuda0.41%
- 🇨🇦 Canada0.27%
Dividends
Dividend Yield
1.17%
24 out of 34 instruments pay dividend.
8 dividend payments in the next 30 days.
Highest Dividend: triangulacapital (4.68%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 triangulacapital | 0.32% | 4.68% | - |
 FundManagerZech | 0.29% | 4% | - |
 AmitKup | 0.27% | 4.18% | - |
 Rayeiris | 0.07% | 1.08% | - |
 thomaspj | 0.05% | 0.62% | - |
 SPY | 0.03% | 1.21% | - |
 QQQ | 0.03% | 0.58% | - |
 SOXL | 0.02% | 2.17% | - |
 VGT | 0.02% | 0.52% | - |
 IWM | 0.02% | 1.2% | - |
 EWJ | 0.01% | 2.12% | - |
 TQQQ | 0.01% | 1.41% | - |
 SMH | 0.01% | 0.45% | - |
 MDY | 0.01% | 1.28% | - |
 INDA | 0% | 0.74% | - |
 IYW | 0% | 0.21% | - |
 QUAL | 0% | 1.03% | - |
 DennisFantoni | 0% | 0.09% | - |
 ESI | 0% | 1.31% | $0.32 |
 FIW.US | 0% | 0.71% | - |
 TNA | 0% | 1.6% | - |
 NAIL | 0% | 1.71% | - |
 MU | 0% | 0.41% | $0.46 |
 ITUB | 0% | -5.3% | $-0.15 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 LAND.L (triangulacapital) | Pay Day | Jul 25, 2025 | $0.16 |
 GE (thomaspj) | Pay Day | Jul 25, 2025 | $0.36 |
 CVGW (FundManagerZech) | Pay Day | Jul 30, 2025 | $0.20 |
 JPM (thomaspj) | Pay Day | Jul 31, 2025 | $1.40 |
 0390.HK (FundManagerZech) | Pay Day | Jul 31, 2025 | $0.02 |
 C (thomaspj) | Ex-Dividend | Aug 4, 2025 | $0.60 |
 AXP (thomaspj) | Pay Day | Aug 8, 2025 | $0.82 |
 1800.HK (FundManagerZech) | Pay Day | Aug 15, 2025 | $0.02 |
 1186.HK (FundManagerZech) | Pay Day | Aug 15, 2025 | $0.04 |
 MSFT (thomaspj) | Ex-Dividend | Aug 21, 2025 | $0.83 |
C (thomaspj) | Pay Day | Aug 22, 2025 | $0.60 |
 GS (thomaspj) | Ex-Dividend | Aug 29, 2025 | $4.00 |
 IBKR (Rayeiris) | Ex-Dividend | Aug 29, 2025 | $0.08 |
MSFT (thomaspj) | Pay Day | Sep 11, 2025 | $0.83 |
IBKR (Rayeiris) | Pay Day | Sep 12, 2025 | $0.08 |
GS (thomaspj) | Pay Day | Sep 29, 2025 | $4.00 |
INDA | Pay Day | Dec 20, 2025 | $0.00 |
SMH | Pay Day | Dec 24, 2025 | $0.00 |
Performance Metrics
Score 7.1/10
Beta
0.96
0.96
0
0.8
1.2
0
2
Sharpe Ratio
1.15
1.15
0
0.5
1
2
2
Sortino Ratio
2.33
2.33
0
1
2
3
3
Jensen's Alpha
3.29
3.29
-2
0
2
4.5
4.5
Omega Ratio
1.25
1.25
0
1
1.5
2.5
2.5
Treynor Ratio
1.54
1.54
0
0.75
1.25
2
2
Information Ratio
0.31
0.31
0
0.3
0.6
1
1
Calmar Ratio
2.58
2.58
0
0.3
0.6
3
3
Beta
0.96
0.96
0
0.8
1.2
0
2
Sharpe Ratio
1.15
1.15
0
0.5
1
2
2
Sortino Ratio
2.33
2.33
0
1
2
3
3
Jensen's Alpha
3.29
3.29
-2
0
2
4.5
4.5
Omega Ratio
1.25
1.25
0
1
1.5
2.5
2.5
Treynor Ratio
1.54
1.54
0
0.75
1.25
2
2
Information Ratio
0.31
0.31
0
0.3
0.6
1
1
Calmar Ratio
2.58
2.58
0
0.3
0.6
3
3
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
36.08
High:
AMZN
37.4AMZNLow:
ITUB
9.09ITUBDetails
PEG Ratio
35.85
High:ITUB
177.16ITUBLow:
MU
4.12MUDetails
Price/Book
7.41
High:
STRL.US
9.35STRL.USLow:ITUB
1.96ITUBDetails
Price/Sales
3.76
High:AMZN
3.81AMZNLow:ITUB
1ITUBDetails
Price/CF
17.1
High:AMZN
18.03AMZNLow:ITUB
2.38ITUBDetails
Price/FCF
93.06
High:
03690.HK
387.8103690.HKLow:ITUB
2.95ITUBDetails
P/E Ratio
36.08
High:AMZN
37.4AMZNLow:ITUB
9.09ITUBDetails
PEG Ratio
35.85
High:ITUB
177.16ITUBLow:MU
4.12MUDetails
Price/Book
7.41
High:STRL.US
9.35STRL.USLow:ITUB
1.96ITUBDetails
Price/Sales
3.76
High:AMZN
3.81AMZNLow:ITUB
1ITUBDetails
Price/CF
17.1
High:AMZN
18.03AMZNLow:ITUB
2.38ITUBDetails
Price/FCF
93.06
High:03690.HK
387.8103690.HKLow: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 |