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-1.67%
This Month
+5.47%
Year To Date
+8.94%
2 Years
-66.4%
5 Years
-66.4%
10 Years
-23.44%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading62.06%
- 💵 Cash10.22%
- 📊 ETFs8.93%
- 🏥 Health Services8.12%
- 🧬 Health Technology6.02%
- 💰 Finance1.89%
- ⛏️ Energy Minerals0.92%
- 🖥️ Technology Services0.87%
- 🚚 Transportation0.76%
- 💻 Electronic Technology0.73%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE27.68%
- 🇺🇸 Nasdaq25.45%
- 🇩🇪 Xetra ETFs9.49%
- 🇬🇧 LSE5.25%
- 🌍 Digital Currency0.66%
- 🇩🇪 FRA0.59%
- 🇫🇷 Euronext Paris0.55%
- 🇨🇭 SIX0.45%
- 🇸🇪 Stockholm Stock Exchange0.42%
- 🇳🇱 Euronext Amsterdam0.41%
- 🇩🇰 Copenhagen Stock Exchange0.37%
- 🇮🇹 Borsa Italiana0.3%
- 🇪🇸 Bolsa De Madrid0.26%
- 🇭🇰 Hong Kong Exchanges0.22%
- 🇺🇸 Chicago Board Options Exchange0.15%
- 🇦🇪 Dubai Financial Market0.15%
- 🇳🇴 Oslo Stock Exchange0.13%
- 🇫🇮 Helsinki Stock Exchange0.05%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States43.24%
- 🇬🇧 United Kingdom5.7%
- 🇧🇷 Brazil3.79%
- 🇩🇰 Denmark2.29%
- 🇲🇨 Monaco0.76%
- 🇮🇱 Israel0.6%
- 🇩🇪 Germany0.59%
- 🇨🇳 China0.55%
- 🇫🇷 France0.55%
- 🇳🇱 Netherlands0.51%
- 🇨🇦 Canada0.5%
- 🇹🇼 Taiwan0.47%
- 🇨🇭 Switzerland0.45%
- 🇸🇪 Sweden0.35%
- 🇮🇹 Italy0.3%
- 🇪🇸 Spain0.26%
- 🇰🇷 South Korea0.18%
- 🇮🇪 Ireland0.15%
- 🇱🇺 Luxembourg0.14%
- 🇳🇴 Norway0.13%
- 🇫🇮 Finland0.12%
- 🇬🇷 Greece0.05%
- 🇭🇰 Hong Kong0.03%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
1.11%
15 out of 19 instruments pay dividend.
10 dividend payments in the next 30 days.
Highest Dividend: $PBR.A (11.07%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 UNH | 0.21% | 2.62% | $7.74 |
 AmitKup | 0.21% | 3.32% | - |
 thomaspj | 0.16% | 0.54% | - |
 PBR.A | 0.1% | 11.07% | $2.21 |
 JeppeKirkBonde | 0.07% | 0.74% | - |
 RuberEvolutio96 | 0.07% | 1.56% | - |
 PFE | 0.07% | 7.05% | $1.66 |
 triangulacapital | 0.05% | 4.57% | - |
 NVO | 0.05% | 2.55% | $0.98 |
 StefanULS | 0.05% | 0.59% | - |
 IlMatematico | 0.04% | 1.27% | - |
 STNG | 0.02% | 2.67% | $1.4 |
 LLY | 0.01% | 0.65% | $4.86 |
 MRVL | 0% | 0.27% | $0.24 |
 XP | 0% | 0% | $0 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
PFE | Ex-Dividend | Nov 7, 2025 | $0.43 |
PFE (RuberEvolutio96) | Ex-Dividend | Nov 7, 2025 | $0.43 |
 AXP (thomaspj) | Pay Day | Nov 10, 2025 | $0.82 |
 TGT (StefanULS) | Ex-Dividend | Nov 12, 2025 | $1.14 |
 PG (StefanULS) | Pay Day | Nov 17, 2025 | $1.06 |
 MSFT (IlMatematico) | Ex-Dividend | Nov 20, 2025 | $0.91 |
MSFT (RuberEvolutio96) | Ex-Dividend | Nov 20, 2025 | $0.91 |
MSFT (StefanULS) | Ex-Dividend | Nov 20, 2025 | $0.91 |
MSFT (thomaspj) | Ex-Dividend | Nov 20, 2025 | $0.91 |
MSFT (JeppeKirkBonde) | Ex-Dividend | Nov 20, 2025 | $0.91 |
 C (thomaspj) | Pay Day | Nov 26, 2025 | $0.60 |
PFE | Pay Day | Dec 1, 2025 | $0.43 |
PFE (RuberEvolutio96) | Pay Day | Dec 1, 2025 | $0.43 |
TGT (StefanULS) | Pay Day | Dec 1, 2025 | $1.14 |
 LMT (JeppeKirkBonde) | Ex-Dividend | Dec 1, 2025 | $3.45 |
 MC.PA (IlMatematico) | Ex-Dividend | Dec 2, 2025 | $6.47 |
MC.PA (RuberEvolutio96) | Ex-Dividend | Dec 2, 2025 | $6.47 |
 GS (thomaspj) | Ex-Dividend | Dec 2, 2025 | $4.00 |
MC.PA (JeppeKirkBonde) | Ex-Dividend | Dec 2, 2025 | $6.47 |
GS (JeppeKirkBonde) | Ex-Dividend | Dec 2, 2025 | $4.00 |
 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 |
MSFT (IlMatematico) | Pay Day | Dec 11, 2025 | $0.91 |
MSFT (RuberEvolutio96) | Pay Day | Dec 11, 2025 | $0.91 |
MSFT (StefanULS) | Pay Day | Dec 11, 2025 | $0.91 |
MSFT (thomaspj) | Pay Day | Dec 11, 2025 | $0.91 |
MSFT (JeppeKirkBonde) | Pay Day | Dec 11, 2025 | $0.91 |
 TSM (JeppeKirkBonde) | Ex-Dividend | Dec 11, 2025 | $0.84 |
 WMT (StefanULS) | Ex-Dividend | Dec 12, 2025 | $0.24 |
 INDA (JeppeKirkBonde) | Pay Day | Dec 20, 2025 | $0.00 |
 BATS.L (IlMatematico) | Ex-Dividend | Dec 29, 2025 | $0.76 |
GS (thomaspj) | Pay Day | Dec 30, 2025 | $4.00 |
LMT (JeppeKirkBonde) | Pay Day | Dec 30, 2025 | $3.45 |
GS (JeppeKirkBonde) | Pay Day | Dec 30, 2025 | $4.00 |
WMT (StefanULS) | Pay Day | Jan 5, 2026 | $0.24 |
TSM (JeppeKirkBonde) | Pay Day | Jan 8, 2026 | $0.84 |
BATS.L (IlMatematico) | Pay Day | Feb 4, 2026 | $0.76 |
Performance Metrics
Score 2.6/10
Beta
0.14
0.14
0
0.8
1.2
0
2
Sharpe Ratio
-0.95
-0.95
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.99
-0.99
-1
1
2
3
3
Jensen's Alpha
-24.04
-24.04
-25
0
2
4.5
4.5
Omega Ratio
0.32
0.32
0
1
1.5
2.5
2.5
Treynor Ratio
-15.45
-15.45
-16
0.75
1.25
2
2
Information Ratio
-1.11
-1.11
-2
0.3
0.6
1
1
Calmar Ratio
-0.33
-0.33
-1
0.3
0.6
1
1
Beta
0.14
0.14
0
0.8
1.2
0
2
Sharpe Ratio
-0.95
-0.95
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.99
-0.99
-1
1
2
3
3
Jensen's Alpha
-24.04
-24.04
-25
0
2
4.5
4.5
Omega Ratio
0.32
0.32
0
1
1.5
2.5
2.5
Treynor Ratio
-15.45
-15.45
-16
0.75
1.25
2
2
Information Ratio
-1.11
-1.11
-2
0.3
0.6
1
1
Calmar Ratio
-0.33
-0.33
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
19.17
High:
LLY
44.85LLYLow:
MRVL
-691.32MRVLDetails
PEG Ratio
60.06
High:
XP
380.53XPLow:MRVL
-773.27MRVLDetails
Price/Book
4
High:LLY
36.05LLYLow:
PBR.A
0.98PBR.ADetails
Price/Sales
1.04
High:LLY
13.72LLYLow:
SGMT
-SGMTDetails
Price/CF
15.86
High:
PACB
226.87PACBLow:XP
1.63XPDetails
Price/FCF
37.55
High:PACB
237.45PACBLow:XP
1.72XPDetails
P/E Ratio
19.17
High:LLY
44.85LLYLow:MRVL
-691.32MRVLDetails
PEG Ratio
60.06
High:XP
380.53XPLow:MRVL
-773.27MRVLDetails
Price/Book
4
High:LLY
36.05LLYLow:PBR.A
0.98PBR.ADetails
Price/Sales
1.04
High:LLY
13.72LLYLow:SGMT
-SGMTDetails
Price/CF
15.86
High:PACB
226.87PACBLow:XP
1.63XPDetails
Price/FCF
37.55
High:PACB
237.45PACBLow:XP
1.72XPDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-70% | Dec 2021 | - | 48 |