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-0.04%
This Month
+1.78%
Year To Date
+2.19%
2 Years
-67.58%
5 Years
-67.58%
10 Years
-24.99%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading69.04%
- 🏥 Health Services14.39%
- 📊 ETFs13.61%
- 💵 Cash0.47%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE30.31%
- 🇺🇸 Nasdaq28.05%
- 🇩🇪 Xetra ETFs14.38%
- 🇬🇧 LSE8.3%
- 🌍 Digital Currency1.12%
- 🇩🇪 FRA1.01%
- 🇫🇷 Euronext Paris0.79%
- 🇸🇪 Stockholm Stock Exchange0.69%
- 🇨🇭 SIX0.68%
- 🇳🇱 Euronext Amsterdam0.65%
- 🇩🇰 Copenhagen Stock Exchange0.6%
- 🇮🇹 Borsa Italiana0.57%
- 🇪🇸 Bolsa De Madrid0.47%
- 🇭🇰 Hong Kong Exchanges0.32%
- 🇺🇸 Chicago Board Options Exchange0.2%
- 🇦🇪 Dubai Financial Market0.17%
- 🇳🇴 Oslo Stock Exchange0.11%
- 🇫🇮 Helsinki Stock Exchange0.05%
- 🌍 CFD0.05%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States50.52%
- 🇬🇧 United Kingdom8.56%
- 🇧🇷 Brazil2.18%
- 🇮🇱 Israel1.18%
- 🇩🇪 Germany1.01%
- 🇨🇳 China0.94%
- 🇫🇷 France0.79%
- 🇳🇱 Netherlands0.75%
- 🇨🇭 Switzerland0.68%
- 🇩🇰 Denmark0.67%
- 🇨🇦 Canada0.64%
- 🇸🇪 Sweden0.61%
- 🇮🇹 Italy0.57%
- 🇹🇼 Taiwan0.55%
- 🇨🇴 Colombia0.53%
- 🇪🇸 Spain0.47%
- 🇰🇷 South Korea0.43%
- 🇮🇪 Ireland0.27%
- 🇱🇺 Luxembourg0.22%
- 🇫🇮 Finland0.13%
- 🇳🇴 Norway0.11%
- 🇬🇷 Greece0.09%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
1.4%
8 out of 9 instruments pay dividend.
37 dividend payments in the next 30 days.
Highest Dividend: triangulacapital (4.97%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 AmitKup | 0.4% | 3.6% | - |
 UNH | 0.39% | 2.73% | $7.74 |
 RuberEvolutio96 | 0.17% | 2.04% | - |
 JeppeKirkBonde | 0.14% | 1.45% | - |
 thomaspj | 0.13% | 0.51% | - |
 IlMatematico | 0.09% | 1.76% | - |
 triangulacapital | 0.05% | 4.97% | - |
 StefanULS | 0.02% | 0.32% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 GOOG (RuberEvolutio96) | Ex-Dividend | Sep 8, 2025 | $0.21 |
GOOG (StefanULS) | Ex-Dividend | Sep 8, 2025 | $0.21 |
GOOG (thomaspj) | Ex-Dividend | Sep 8, 2025 | $0.21 |
 GOOGL (JeppeKirkBonde) | Ex-Dividend | Sep 8, 2025 | $0.21 |
 VCTR (IlMatematico) | Ex-Dividend | Sep 10, 2025 | $0.49 |
 MSFT (IlMatematico) | Pay Day | Sep 11, 2025 | $0.83 |
 NVDA (IlMatematico) | Ex-Dividend | Sep 11, 2025 | $0.01 |
MSFT (RuberEvolutio96) | Pay Day | Sep 11, 2025 | $0.83 |
NVDA (RuberEvolutio96) | Ex-Dividend | Sep 11, 2025 | $0.01 |
MSFT (StefanULS) | Pay Day | Sep 11, 2025 | $0.83 |
NVDA (StefanULS) | Ex-Dividend | Sep 11, 2025 | $0.01 |
MSFT (thomaspj) | Pay Day | Sep 11, 2025 | $0.83 |
NVDA (thomaspj) | Ex-Dividend | Sep 11, 2025 | $0.01 |
MSFT (JeppeKirkBonde) | Pay Day | Sep 11, 2025 | $0.83 |
NVDA (JeppeKirkBonde) | Ex-Dividend | Sep 11, 2025 | $0.01 |
 WY (JeppeKirkBonde) | Pay Day | Sep 12, 2025 | $0.21 |
 NWG (triangulacapital) | Pay Day | Sep 12, 2025 | $0.26 |
UNH | Ex-Dividend | Sep 15, 2025 | $2.21 |
UNH (IlMatematico) | Ex-Dividend | Sep 15, 2025 | $2.21 |
GOOG (RuberEvolutio96) | Pay Day | Sep 15, 2025 | $0.21 |
 KO (RuberEvolutio96) | Ex-Dividend | Sep 15, 2025 | $0.51 |
UNH (RuberEvolutio96) | Ex-Dividend | Sep 15, 2025 | $2.21 |
GOOG (StefanULS) | Pay Day | Sep 15, 2025 | $0.21 |
GOOG (thomaspj) | Pay Day | Sep 15, 2025 | $0.21 |
 LDOS (JeppeKirkBonde) | Ex-Dividend | Sep 15, 2025 | $0.40 |
 B (JeppeKirkBonde) | Pay Day | Sep 15, 2025 | $0.15 |
GOOGL (JeppeKirkBonde) | Pay Day | Sep 15, 2025 | $0.21 |
 WU (AmitKup) | Ex-Dividend | Sep 16, 2025 | $0.24 |
 MCD (RuberEvolutio96) | Pay Day | Sep 16, 2025 | $1.77 |
 TSM (JeppeKirkBonde) | Ex-Dividend | Sep 16, 2025 | $0.82 |
 BCS (triangulacapital) | Pay Day | Sep 16, 2025 | $0.16 |
 NOC (JeppeKirkBonde) | Pay Day | Sep 17, 2025 | $2.31 |
 EMG.L (IlMatematico) | Pay Day | Sep 19, 2025 | $0.06 |
 D (JeppeKirkBonde) | Pay Day | Sep 20, 2025 | $0.67 |
 ENI.MI (IlMatematico) | Ex-Dividend | Sep 22, 2025 | $0.31 |
 AVGO (JeppeKirkBonde) | Ex-Dividend | Sep 22, 2025 | $0.59 |
UNH | Pay Day | Sep 23, 2025 | $2.21 |
UNH (IlMatematico) | Pay Day | Sep 23, 2025 | $2.21 |
UNH (RuberEvolutio96) | Pay Day | Sep 23, 2025 | $2.21 |
 BLK (JeppeKirkBonde) | Pay Day | Sep 23, 2025 | $5.21 |
ENI.MI (IlMatematico) | Pay Day | Sep 24, 2025 | $0.31 |
VCTR (IlMatematico) | Pay Day | Sep 25, 2025 | $0.49 |
 LMT (JeppeKirkBonde) | Pay Day | Sep 26, 2025 | $3.30 |
 BNP.PA (triangulacapital) | Ex-Dividend | Sep 26, 2025 | $3.05 |
 GS (thomaspj) | Pay Day | Sep 29, 2025 | $4.00 |
GS (JeppeKirkBonde) | Pay Day | Sep 29, 2025 | $4.00 |
WU (AmitKup) | Pay Day | Sep 30, 2025 | $0.24 |
LDOS (JeppeKirkBonde) | Pay Day | Sep 30, 2025 | $0.40 |
AVGO (JeppeKirkBonde) | Pay Day | Sep 30, 2025 | $0.59 |
BNP.PA (triangulacapital) | Pay Day | Sep 30, 2025 | $3.05 |
KO (RuberEvolutio96) | Pay Day | Oct 1, 2025 | $0.51 |
 MCK (RuberEvolutio96) | Pay Day | Oct 1, 2025 | $0.82 |
NVDA (IlMatematico) | Pay Day | Oct 2, 2025 | $0.01 |
 BATS.L (IlMatematico) | Ex-Dividend | Oct 2, 2025 | $0.76 |
NVDA (RuberEvolutio96) | Pay Day | Oct 2, 2025 | $0.01 |
NVDA (StefanULS) | Pay Day | Oct 2, 2025 | $0.01 |
NVDA (thomaspj) | Pay Day | Oct 2, 2025 | $0.01 |
NVDA (JeppeKirkBonde) | Pay Day | Oct 2, 2025 | $0.01 |
TSM (JeppeKirkBonde) | Pay Day | Oct 9, 2025 | $0.82 |
 PUK (triangulacapital) | Pay Day | Oct 16, 2025 | $0.15 |
BATS.L (IlMatematico) | Pay Day | Nov 7, 2025 | $0.76 |
 MC.PA (IlMatematico) | Ex-Dividend | Dec 2, 2025 | $6.47 |
MC.PA (RuberEvolutio96) | Ex-Dividend | Dec 2, 2025 | $6.47 |
MC.PA (JeppeKirkBonde) | Ex-Dividend | Dec 2, 2025 | $6.47 |
 CDI.PA (JeppeKirkBonde) | Ex-Dividend | Dec 2, 2025 | $7.07 |
MC.PA (IlMatematico) | Pay Day | Dec 4, 2025 | $6.47 |
MC.PA (RuberEvolutio96) | Pay Day | Dec 4, 2025 | $6.47 |
MC.PA (JeppeKirkBonde) | Pay Day | Dec 4, 2025 | $6.47 |
CDI.PA (JeppeKirkBonde) | Pay Day | Dec 4, 2025 | $7.07 |
 WMT (StefanULS) | Ex-Dividend | Dec 12, 2025 | $0.24 |
 INDA (JeppeKirkBonde) | Pay Day | Dec 20, 2025 | $0.00 |
WMT (StefanULS) | Pay Day | Jan 5, 2026 | $0.24 |
Performance Metrics
Score 2.5/10
Beta
0.12
0.12
0
0.8
1.2
0
2
Sharpe Ratio
-1.03
-1.03
-2
0.5
1
1.5
1.5
Sortino Ratio
-1.05
-1.05
-2
1
2
3
3
Jensen's Alpha
-25.63
-25.63
-26
0
2
4.5
4.5
Omega Ratio
0.32
0.32
0
1
1.5
2.5
2.5
Treynor Ratio
-19.38
-19.38
-20
0.75
1.25
2
2
Information Ratio
-1.13
-1.13
-2
0.3
0.6
1
1
Calmar Ratio
-0.36
-0.36
-1
0.3
0.6
1
1
Beta
0.12
0.12
0
0.8
1.2
0
2
Sharpe Ratio
-1.03
-1.03
-2
0.5
1
1.5
1.5
Sortino Ratio
-1.05
-1.05
-2
1
2
3
3
Jensen's Alpha
-25.63
-25.63
-26
0
2
4.5
4.5
Omega Ratio
0.32
0.32
0
1
1.5
2.5
2.5
Treynor Ratio
-19.38
-19.38
-20
0.75
1.25
2
2
Information Ratio
-1.13
-1.13
-2
0.3
0.6
1
1
Calmar Ratio
-0.36
-0.36
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
13.66
High:
UNH
13.66UNHLow:UNH
13.66UNHDetails
PEG Ratio
26.12
High:UNH
26.12UNHLow:UNH
26.12UNHDetails
Price/Book
3.01
High:UNH
3.01UNHLow:UNH
3.01UNHDetails
Price/Sales
0.68
High:UNH
0.68UNHLow:UNH
0.68UNHDetails
Price/CF
9.8
High:UNH
9.8UNHLow:UNH
9.8UNHDetails
Price/FCF
16.23
High:UNH
16.23UNHLow:UNH
16.23UNHDetails
P/E Ratio
13.66
High:UNH
13.66UNHLow:UNH
13.66UNHDetails
PEG Ratio
26.12
High:UNH
26.12UNHLow:UNH
26.12UNHDetails
Price/Book
3.01
High:UNH
3.01UNHLow:UNH
3.01UNHDetails
Price/Sales
0.68
High:UNH
0.68UNHLow:UNH
0.68UNHDetails
Price/CF
9.8
High:UNH
9.8UNHLow:UNH
9.8UNHDetails
Price/FCF
16.23
High:UNH
16.23UNHLow:UNH
16.23UNHDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-70% | Dec 2021 | - | 46 |