Loading...
+0.04%
Today
+0.93%
This Month
+11.75%
Year To Date
+19.15%
2 Years
-4.73%
5 Years
-1%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs47.53%
- 💵 Cash34.86%
- 👥 Copy Trading18.33%
- 🪨 Non Energy Minerals0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE31.99%
- 🇺🇸 Chicago Board Options Exchange15.86%
- 🇺🇸 Nasdaq7.05%
- 🇬🇧 LSE5.91%
- 🇳🇱 Euronext Amsterdam0.73%
- 🇩🇪 Xetra ETFs0.62%
- 🇩🇪 FRA0.62%
- 🇫🇷 Euronext Paris0.6%
- 🇮🇹 Borsa Italiana0.54%
- 🇨🇭 SIX0.19%
- 🇸🇪 Stockholm Stock Exchange0.16%
- 🇭🇰 Hong Kong Exchanges0.14%
- 🌍 Digital Currency0.1%
- 🇩🇰 Copenhagen Stock Exchange0.05%
- 🌍 FX0.03%
- 🇪🇸 Bolsa De Madrid0%
Countries Breakdown
- Country
- Total
- 🇬🇧 United Kingdom4.66%
- 🇺🇸 United States3.25%
- 🇧🇷 Brazil0.88%
- 🇳🇱 Netherlands0.75%
- 🇮🇱 Israel0.69%
- 🇩🇪 Germany0.66%
- 🇫🇷 France0.57%
- 🇮🇹 Italy0.5%
- 🇨🇳 China0.39%
- 🇮🇪 Ireland0.33%
- 🇨🇴 Colombia0.3%
- 🇨🇭 Switzerland0.24%
- 🇫🇮 Finland0.16%
- 🇰🇷 South Korea0.06%
- 🇧🇲 Bermuda0.05%
- 🇩🇰 Denmark0.05%
- 🇲🇽 Mexico0.02%
- 🇱🇺 Luxembourg0%
- 🇿🇦 South Africa0%
Dividends
Dividend Yield
1.42%
17 out of 17 instruments pay dividend.
14 dividend payments in the next 30 days.
Highest Dividend: triangulacapital (4.66%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 HDV | 0.39% | 3.5% | - |
 MOAT | 0.22% | 1.41% | - |
 AmitKup | 0.16% | 4.16% | - |
 ValueBuddy | 0.1% | 4.61% | - |
 triangulacapital | 0.1% | 4.66% | - |
 AOA | 0.1% | 2.21% | - |
 VT.US | 0.07% | 1.83% | - |
 ACWI | 0.07% | 1.62% | - |
 SPY | 0.05% | 1.21% | - |
 iBore99 | 0.04% | 2.13% | - |
 RickFortune | 0.03% | 1.53% | - |
 Wise_woman | 0.03% | 1.5% | - |
 Aukie2008 | 0.03% | 1.33% | - |
 SCHG | 0.02% | 0.41% | - |
 The-Chameleon | 0% | 0.44% | - |
 Core-Dynamic | 0% | 0.13% | - |
 VALT.L | 0% | -1.4% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 CSCO (RickFortune) | Pay Day | Jul 23, 2025 | $0.41 |
 DIS (iBore99) | Pay Day | Jul 23, 2025 | $0.50 |
 ENEL.MI (iBore99) | Pay Day | Jul 23, 2025 | $0.28 |
 ORCL (RickFortune) | Pay Day | Jul 24, 2025 | $0.50 |
 LAND.L (triangulacapital) | Pay Day | Jul 25, 2025 | $0.16 |
 III (RickFortune) | Pay Day | Jul 25, 2025 | $0.56 |
 ASML.NV (Aukie2008) | Ex-Dividend | Jul 28, 2025 | $1.87 |
 AES (Aukie2008) | Ex-Dividend | Aug 1, 2025 | $0.18 |
 ALLY (Aukie2008) | Ex-Dividend | Aug 1, 2025 | $0.30 |
 VOD.L (ValueBuddy) | Pay Day | Aug 1, 2025 | $0.02 |
 NXT.L (RickFortune) | Pay Day | Aug 1, 2025 | $2.04 |
 O (iBore99) | Ex-Dividend | Aug 1, 2025 | $0.27 |
 C (Aukie2008) | Ex-Dividend | Aug 4, 2025 | $0.60 |
ASML.NV (Aukie2008) | Pay Day | Aug 6, 2025 | $1.87 |
 TGT (iBore99) | Ex-Dividend | Aug 13, 2025 | $1.14 |
AES (Aukie2008) | Pay Day | Aug 15, 2025 | $0.18 |
ALLY (Aukie2008) | Pay Day | Aug 15, 2025 | $0.30 |
 ABT (iBore99) | Pay Day | Aug 15, 2025 | $0.59 |
 LLY (iBore99) | Ex-Dividend | Aug 15, 2025 | $1.50 |
O (iBore99) | Pay Day | Aug 15, 2025 | $0.27 |
 GEV (RickFortune) | Pay Day | Aug 18, 2025 | $0.25 |
 MSFT (RickFortune) | Ex-Dividend | Aug 21, 2025 | $0.83 |
 BAB.L (RickFortune) | Ex-Dividend | Aug 21, 2025 | $0.06 |
C (Aukie2008) | Pay Day | Aug 22, 2025 | $0.60 |
TGT (iBore99) | Pay Day | Sep 1, 2025 | $1.14 |
LLY (iBore99) | Pay Day | Sep 10, 2025 | $1.50 |
MSFT (RickFortune) | Pay Day | Sep 11, 2025 | $0.83 |
 KO (iBore99) | Ex-Dividend | Sep 15, 2025 | $0.51 |
BAB.L (RickFortune) | Pay Day | Sep 30, 2025 | $0.06 |
KO (iBore99) | Pay Day | Oct 1, 2025 | $0.51 |
 BATS.L (RickFortune) | Ex-Dividend | Oct 2, 2025 | $0.76 |
BATS.L (RickFortune) | Pay Day | Nov 7, 2025 | $0.76 |
 KWEB (Wise_woman) | Pay Day | Dec 18, 2025 | $0.00 |
MOAT | Pay Day | Dec 24, 2025 | $0.00 |
Performance Metrics
Score 2.5/10
Beta
0.49
0.49
0
0.8
1.2
0
2
Sharpe Ratio
-0.31
-0.31
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.37
-0.37
-1
1
2
3
3
Jensen's Alpha
-8.6
-8.6
-9
0
2
4.5
4.5
Omega Ratio
0.4
0.4
0
1
1.5
2.5
2.5
Treynor Ratio
-0.6
-0.6
-1
0.75
1.25
2
2
Information Ratio
-1.25
-1.25
-2
0.3
0.6
1
1
Calmar Ratio
-0.04
-0.04
-1
0.3
0.6
1
1
Beta
0.49
0.49
0
0.8
1.2
0
2
Sharpe Ratio
-0.31
-0.31
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.37
-0.37
-1
1
2
3
3
Jensen's Alpha
-8.6
-8.6
-9
0
2
4.5
4.5
Omega Ratio
0.4
0.4
0
1
1.5
2.5
2.5
Treynor Ratio
-0.6
-0.6
-1
0.75
1.25
2
2
Information Ratio
-1.25
-1.25
-2
0.3
0.6
1
1
Calmar Ratio
-0.04
-0.04
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
34.09
High:
VALT.L
34.09VALT.LLow:VALT.L
34.09VALT.LDetails
PEG Ratio
N/A
Details
Price/Book
2.36
High:VALT.L
2.36VALT.LLow:VALT.L
2.36VALT.LDetails
Price/Sales
2.2
High:VALT.L
2.2VALT.LLow:VALT.L
2.2VALT.LDetails
Price/CF
5.3
High:VALT.L
5.3VALT.LLow:VALT.L
5.3VALT.LDetails
Price/FCF
38.76
High:VALT.L
38.76VALT.LLow:VALT.L
38.76VALT.LDetails
P/E Ratio
34.09
High:VALT.L
34.09VALT.LLow:VALT.L
34.09VALT.LDetails
PEG Ratio
N/A
Details
Price/Book
2.36
High:VALT.L
2.36VALT.LLow:VALT.L
2.36VALT.LDetails
Price/Sales
2.2
High:VALT.L
2.2VALT.LLow:VALT.L
2.2VALT.LDetails
Price/CF
5.3
High:VALT.L
5.3VALT.LLow:VALT.L
5.3VALT.LDetails
Price/FCF
38.76
High:VALT.L
38.76VALT.LLow:VALT.L
38.76VALT.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-34.06% | May 2021 | - | 51 |
-1.01% | Mar 2021 | Apr 2021 | 1 |