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+0.32%
Today
+2.66%
This Month
+3.69%
Year To Date
-0.88%
2 Years
-66.97%
5 Years
-25.58%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading37.15%
- 📊 ETFs19.2%
- 🖥️ Technology Services7.41%
- 💰 Finance7.41%
- 💵 Cash4.85%
- 💇♀️ Consumer Services4.59%
- 🧬 Health Technology4.55%
- 🛍️ Retail Trade3.81%
- ⚡ Utilities3.67%
- 🍞 Consumer Non Durables3.63%
- 💻 Electronic Technology2.31%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE44.31%
- 🇺🇸 Nasdaq22.56%
- 🇩🇪 Xetra ETFs15.55%
- 🇬🇧 LSE4.94%
- 🌍 Digital Currency1.21%
- 🇫🇷 Euronext Paris0.63%
- 🇩🇪 FRA0.61%
- 🇸🇪 Stockholm Stock Exchange0.49%
- 🇮🇹 Borsa Italiana0.43%
- 🇭🇰 Hong Kong Exchanges0.37%
- 🇳🇱 Euronext Amsterdam0.36%
- 🇨🇭 SIX0.34%
- 🇪🇸 Bolsa De Madrid0.21%
- 🇺🇸 Chicago Board Options Exchange0.1%
- 🇩🇰 Copenhagen Stock Exchange0.09%
- 🇦🇪 Dubai Financial Market0.08%
- 🌍 CFD0.05%
- 🇳🇴 Oslo Stock Exchange0.05%
- 🇫🇮 Helsinki Stock Exchange0.03%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States43.6%
- 🇮🇱 Israel5.63%
- 🇬🇧 United Kingdom4.8%
- 🇨🇳 China4.53%
- 🇧🇲 Bermuda3.67%
- 🇧🇷 Brazil2.3%
- 🇨🇴 Colombia0.85%
- 🇫🇷 France0.63%
- 🇩🇪 Germany0.61%
- 🇮🇹 Italy0.43%
- 🇸🇪 Sweden0.41%
- 🇳🇱 Netherlands0.41%
- 🇨🇭 Switzerland0.34%
- 🇰🇷 South Korea0.3%
- 🇹🇼 Taiwan0.29%
- 🇨🇦 Canada0.27%
- 🇩🇰 Denmark0.25%
- 🇪🇸 Spain0.21%
- 🇱🇺 Luxembourg0.18%
- 🇮🇪 Ireland0.11%
- 🇫🇮 Finland0.1%
- 🇬🇷 Greece0.08%
- 🇳🇴 Norway0.05%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
2.29%
16 out of 23 instruments pay dividend.
16 dividend payments in the next 30 days.
Highest Dividend: $BGS (18.67%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 BGS | 0.68% | 18.67% | $0.76 |
 AmitKup | 0.46% | 4.16% | - |
 BIP | 0.19% | 5.15% | $0.41 |
 SPHD | 0.15% | 3.44% | - |
 BMY | 0.12% | 5.19% | $2.34 |
 RuberEvolutio96 | 0.11% | 2.15% | - |
 MCD | 0.11% | 2.35% | $6.53 |
 MET | 0.11% | 2.88% | $2.11 |
 IlMatematico | 0.1% | 1.87% | - |
 VGWD.DE | 0.06% | 2.44% | - |
 JeppeKirkBonde | 0.06% | 1.4% | - |
 triangulacapital | 0.05% | 4.68% | - |
 thomaspj | 0.03% | 0.66% | - |
 BABA | 0.03% | 0.86% | $0.98 |
 StefanULS | 0.03% | 0.47% | - |
 AAPL | 0.01% | 0.48% | $0.97 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 DELL (StefanULS) | Ex-Dividend | Jul 22, 2025 | $0.52 |
 MU (JeppeKirkBonde) | Pay Day | Jul 22, 2025 | $0.12 |
 ORCL (StefanULS) | Pay Day | Jul 24, 2025 | $0.50 |
 PFE (RuberEvolutio96) | Ex-Dividend | Jul 25, 2025 | $0.43 |
 GE (thomaspj) | Pay Day | Jul 25, 2025 | $0.36 |
 LAND.L (triangulacapital) | Pay Day | Jul 25, 2025 | $0.16 |
 ASML.NV (RuberEvolutio96) | Ex-Dividend | Jul 28, 2025 | $1.87 |
 01211.HK (RuberEvolutio96) | Pay Day | Jul 29, 2025 | $0.55 |
 ASML (JeppeKirkBonde) | Ex-Dividend | Jul 29, 2025 | $1.86 |
BGS | Pay Day | Jul 30, 2025 | $0.19 |
 IBE.MC (JeppeKirkBonde) | Pay Day | Jul 30, 2025 | $0.46 |
 PAGP (IlMatematico) | Ex-Dividend | Jul 31, 2025 | $0.38 |
 DAL (StefanULS) | Ex-Dividend | Jul 31, 2025 | $0.19 |
 JPM (thomaspj) | Pay Day | Jul 31, 2025 | $1.40 |
JPM (JeppeKirkBonde) | Pay Day | Jul 31, 2025 | $1.40 |
BMY | Pay Day | Aug 1, 2025 | $0.62 |
DELL (StefanULS) | Pay Day | Aug 1, 2025 | $0.52 |
 FCX (JeppeKirkBonde) | Pay Day | Aug 1, 2025 | $0.15 |
 C (thomaspj) | Ex-Dividend | Aug 4, 2025 | $0.60 |
MET | Ex-Dividend | Aug 5, 2025 | $0.57 |
ASML.NV (RuberEvolutio96) | Pay Day | Aug 6, 2025 | $1.87 |
ASML (JeppeKirkBonde) | Pay Day | Aug 6, 2025 | $1.86 |
 EQT (JeppeKirkBonde) | Ex-Dividend | Aug 6, 2025 | $0.16 |
 AXP (thomaspj) | Pay Day | Aug 8, 2025 | $0.82 |
PAGP (IlMatematico) | Pay Day | Aug 14, 2025 | $0.38 |
 MSFT (IlMatematico) | Ex-Dividend | Aug 21, 2025 | $0.83 |
 AMAT (IlMatematico) | Ex-Dividend | Aug 21, 2025 | $0.46 |
MSFT (RuberEvolutio96) | Ex-Dividend | Aug 21, 2025 | $0.83 |
MSFT (StefanULS) | Ex-Dividend | Aug 21, 2025 | $0.83 |
DAL (StefanULS) | Pay Day | Aug 21, 2025 | $0.19 |
MSFT (thomaspj) | Ex-Dividend | Aug 21, 2025 | $0.83 |
MSFT (JeppeKirkBonde) | 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 |
GS (JeppeKirkBonde) | Ex-Dividend | Aug 29, 2025 | $4.00 |
PFE (RuberEvolutio96) | Pay Day | Sep 2, 2025 | $0.43 |
 LMT (StefanULS) | Ex-Dividend | Sep 2, 2025 | $3.30 |
LMT (JeppeKirkBonde) | Ex-Dividend | Sep 2, 2025 | $3.30 |
EQT (JeppeKirkBonde) | Pay Day | Sep 2, 2025 | $0.16 |
MET | Pay Day | Sep 9, 2025 | $0.57 |
MSFT (IlMatematico) | Pay Day | Sep 11, 2025 | $0.83 |
AMAT (IlMatematico) | Pay Day | Sep 11, 2025 | $0.46 |
MSFT (RuberEvolutio96) | Pay Day | Sep 11, 2025 | $0.83 |
MSFT (StefanULS) | Pay Day | Sep 11, 2025 | $0.83 |
MSFT (thomaspj) | Pay Day | Sep 11, 2025 | $0.83 |
MSFT (JeppeKirkBonde) | Pay Day | Sep 11, 2025 | $0.83 |
 KO (RuberEvolutio96) | Ex-Dividend | Sep 15, 2025 | $0.51 |
 TSM (JeppeKirkBonde) | Ex-Dividend | Sep 16, 2025 | $0.82 |
LMT (StefanULS) | Pay Day | Sep 26, 2025 | $3.30 |
LMT (JeppeKirkBonde) | Pay Day | Sep 26, 2025 | $3.30 |
GS (thomaspj) | Pay Day | Sep 29, 2025 | $4.00 |
GS (JeppeKirkBonde) | Pay Day | Sep 29, 2025 | $4.00 |
KO (RuberEvolutio96) | Pay Day | Oct 1, 2025 | $0.51 |
 BATS.L (IlMatematico) | Ex-Dividend | Oct 2, 2025 | $0.76 |
TSM (JeppeKirkBonde) | Pay Day | Oct 9, 2025 | $0.82 |
BATS.L (IlMatematico) | Pay Day | Nov 7, 2025 | $0.76 |
 INDA (JeppeKirkBonde) | Pay Day | Dec 20, 2025 | $0.00 |
Performance Metrics
Score 2.5/10
Beta
0.11
0.11
0
0.8
1.2
0
2
Sharpe Ratio
-1.05
-1.05
-2
0.5
1
1.5
1.5
Sortino Ratio
-1.08
-1.08
-2
1
2
3
3
Jensen's Alpha
-26.5
-26.5
-27
0
2
4.5
4.5
Omega Ratio
0.33
0.33
0
1
1.5
2.5
2.5
Treynor Ratio
-22.2
-22.2
-23
0.75
1.25
2
2
Information Ratio
-1.11
-1.11
-2
0.3
0.6
1
1
Calmar Ratio
-0.38
-0.38
-1
0.3
0.6
1
1
Beta
0.11
0.11
0
0.8
1.2
0
2
Sharpe Ratio
-1.05
-1.05
-2
0.5
1
1.5
1.5
Sortino Ratio
-1.08
-1.08
-2
1
2
3
3
Jensen's Alpha
-26.5
-26.5
-27
0
2
4.5
4.5
Omega Ratio
0.33
0.33
0
1
1.5
2.5
2.5
Treynor Ratio
-22.2
-22.2
-23
0.75
1.25
2
2
Information Ratio
-1.11
-1.11
-2
0.3
0.6
1
1
Calmar Ratio
-0.38
-0.38
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
21.34
High:
DT
33.38DTLow:
BIP
-1,236.64BIPDetails
PEG Ratio
31.63
High:
BRK.B
117.32BRK.BLow:
IBRX
-9.86IBRXDetails
Price/Book
4.15
High:
AAPL
47.23AAPLLow:
MCD
-61.5MCDDetails
Price/Sales
4.05
High:IBRX
75.15IBRXLow:
BGS
0.17BGSDetails
Price/CF
24.08
High:BRK.B
37.15BRK.BLow:BIP
2.94BIPDetails
Price/FCF
40.2
High:MCD
126.39MCDLow:
MET
3.6METDetails
P/E Ratio
21.34
High:DT
33.38DTLow:BIP
-1,236.64BIPDetails
PEG Ratio
31.63
High:BRK.B
117.32BRK.BLow:IBRX
-9.86IBRXDetails
Price/Book
4.15
High:AAPL
47.23AAPLLow:MCD
-61.5MCDDetails
Price/Sales
4.05
High:IBRX
75.15IBRXLow:BGS
0.17BGSDetails
Price/CF
24.08
High:BRK.B
37.15BRK.BLow:BIP
2.94BIPDetails
Price/FCF
40.2
High:MCD
126.39MCDLow:MET
3.6METDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-70% | Dec 2021 | - | 44 |