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+0.53%
Today
+0.97%
This Month
+8.36%
Year To Date
+16.9%
2 Years
-7.62%
5 Years
-1.65%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs53.32%
- 💵 Cash28.62%
- 👥 Copy Trading18.39%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE40.25%
- 🇺🇸 Chicago Board Options Exchange14.07%
- 🇬🇧 LSE7.29%
- 🇺🇸 Nasdaq6.37%
- 🇫🇷 Euronext Paris0.69%
- 🇩🇪 Xetra ETFs0.48%
- 🇩🇪 FRA0.46%
- 🇳🇱 Euronext Amsterdam0.31%
- 🇸🇪 Stockholm Stock Exchange0.22%
- 🇩🇰 Copenhagen Stock Exchange0.19%
- 🌍 Digital Currency0.18%
- 🇮🇹 Borsa Italiana0.17%
- 🇪🇸 Bolsa De Madrid0.1%
- 🇨🇭 SIX0.04%
- 🇦🇪 Dubai Financial Market0.03%
- Abu Dhabi0.03%
- 🇦🇺 Sydney0.03%
- 🇳🇴 Oslo Stock Exchange0.02%
Countries Breakdown
- Country
- Total
- 🇬🇧 United Kingdom6.79%
- 🇺🇸 United States3.71%
- 🇫🇷 France0.69%
- 🇮🇱 Israel0.58%
- 🇧🇷 Brazil0.54%
- 🇩🇪 Germany0.45%
- 🇳🇱 Netherlands0.31%
- 🇨🇴 Colombia0.23%
- 🇨🇳 China0.22%
- 🇩🇰 Denmark0.22%
- 🇫🇮 Finland0.17%
- 🇮🇹 Italy0.17%
- 🇮🇪 Ireland0.14%
- 🇦🇺 Australia0.12%
- 🇪🇸 Spain0.1%
- 🇨🇦 Canada0.08%
- 🇨🇭 Switzerland0.06%
- 🇸🇪 Sweden0.05%
- 🇱🇺 Luxembourg0.05%
- 🇸🇬 Singapore0.03%
- 🇳🇴 Norway0.01%
- 🇹🇼 Taiwan0.01%
- 🇦🇹 Austria0.01%
- 🇬🇷 Greece0.01%
- 🇿🇦 South Africa0.01%
- 🇨🇱 Chile0.01%
Dividends
Dividend Yield
1.59%
16 out of 16 instruments pay dividend.
68 dividend payments in the next 30 days.
Highest Dividend: mick_repo (6.7%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 HDV | 0.27% | 3.5% | - |
 MOAT | 0.21% | 1.47% | - |
 MCGINTYE | 0.17% | 5.9% | - |
 mick_repo | 0.17% | 6.7% | - |
 Aresblack | 0.11% | 4.92% | - |
 SPY | 0.1% | 1.29% | - |
 AOA | 0.1% | 2.21% | - |
 triangulacapital | 0.1% | 4.44% | - |
 VT.US | 0.08% | 1.93% | - |
 AmitKup | 0.08% | 3.48% | - |
 ACWI | 0.07% | 1.71% | - |
 SCHG | 0.05% | 0.44% | - |
 Wise_woman | 0.04% | 1.86% | - |
 Cutting-Edge | 0.02% | 1.94% | - |
 defense_investor | 0.01% | 0.48% | - |
 The-Chameleon | 0% | 0.44% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 LYB (Aresblack) | Pay Day | Jun 9, 2025 | $1.37 |
 ZIM (Aresblack) | Pay Day | Jun 9, 2025 | $0.74 |
 SEIC (Cutting-Edge) | Ex-Dividend | Jun 9, 2025 | $0.49 |
 GOOG (defense_investor) | Ex-Dividend | Jun 9, 2025 | $0.21 |
 CVX (Aresblack) | Pay Day | Jun 10, 2025 | $1.71 |
 IBM (Aresblack) | Pay Day | Jun 10, 2025 | $1.68 |
 JNJ (Aresblack) | Pay Day | Jun 10, 2025 | $1.30 |
 XOM (Aresblack) | Pay Day | Jun 10, 2025 | $0.99 |
 AGNC (Aresblack) | Pay Day | Jun 10, 2025 | $0.12 |
 EMR (Aresblack) | Pay Day | Jun 10, 2025 | $0.53 |
 VFC (Aresblack) | Ex-Dividend | Jun 10, 2025 | $0.09 |
 AMUN.PA (Aresblack) | Ex-Dividend | Jun 10, 2025 | $4.39 |
 HIW (Aresblack) | Pay Day | Jun 10, 2025 | $0.50 |
 NJR (Cutting-Edge) | Ex-Dividend | Jun 10, 2025 | $0.45 |
 KSS (Aresblack) | Ex-Dividend | Jun 11, 2025 | $0.12 |
 YAR.OL (Aresblack) | Pay Day | Jun 11, 2025 | $0.45 |
 NVDA (defense_investor) | Ex-Dividend | Jun 11, 2025 | $0.01 |
 MMM (Aresblack) | Pay Day | Jun 12, 2025 | $0.73 |
 BWLPG.OL (Aresblack) | Pay Day | Jun 12, 2025 | $0.28 |
AMUN.PA (Aresblack) | Pay Day | Jun 12, 2025 | $4.39 |
 MSFT (Cutting-Edge) | Pay Day | Jun 12, 2025 | $0.83 |
 BABA (Wise_woman) | Ex-Dividend | Jun 12, 2025 | $0.95 |
 LAND.L (triangulacapital) | Ex-Dividend | Jun 12, 2025 | $0.16 |
MSFT (defense_investor) | Pay Day | Jun 12, 2025 | $0.83 |
 KO (Aresblack) | Ex-Dividend | Jun 13, 2025 | $0.51 |
 PFE (Aresblack) | Pay Day | Jun 13, 2025 | $0.43 |
 K (Aresblack) | Pay Day | Jun 13, 2025 | $0.57 |
 DVN (Aresblack) | Ex-Dividend | Jun 13, 2025 | $0.24 |
 AMT (Aresblack) | Ex-Dividend | Jun 13, 2025 | $1.70 |
 ULVR.L (Aresblack) | Pay Day | Jun 13, 2025 | $0.52 |
 CCI (Aresblack) | Ex-Dividend | Jun 13, 2025 | $1.06 |
 O (Aresblack) | Pay Day | Jun 13, 2025 | $0.27 |
 MAIN (Aresblack) | Pay Day | Jun 13, 2025 | $0.25 |
 ARCC (Aresblack) | Ex-Dividend | Jun 13, 2025 | $0.48 |
 DOW (Aresblack) | Pay Day | Jun 13, 2025 | $0.70 |
 CSWC (Aresblack) | Ex-Dividend | Jun 13, 2025 | $0.06 |
ULVR.L (MCGINTYE) | Pay Day | Jun 13, 2025 | $0.52 |
 BBOX.L (MCGINTYE) | Pay Day | Jun 13, 2025 | $0.03 |
O (MCGINTYE) | Pay Day | Jun 13, 2025 | $0.27 |
 MCD (Aresblack) | Pay Day | Jun 16, 2025 | $1.77 |
 MRK (Aresblack) | Ex-Dividend | Jun 16, 2025 | $0.81 |
 MO (Aresblack) | Ex-Dividend | Jun 16, 2025 | $1.02 |
 EL (Aresblack) | Pay Day | Jun 16, 2025 | $0.35 |
 DWS.DE (Aresblack) | Ex-Dividend | Jun 16, 2025 | $2.44 |
 IRM (Aresblack) | Ex-Dividend | Jun 16, 2025 | $0.78 |
 APLE (Aresblack) | Pay Day | Jun 16, 2025 | $0.08 |
 ARR (Aresblack) | Ex-Dividend | Jun 16, 2025 | $0.24 |
 CWEN (Aresblack) | Pay Day | Jun 16, 2025 | $0.44 |
 EPR (Aresblack) | Pay Day | Jun 16, 2025 | $0.30 |
 PBA (Aresblack) | Ex-Dividend | Jun 16, 2025 | $0.51 |
 SLG (Aresblack) | Pay Day | Jun 16, 2025 | $0.26 |
 NEU (Cutting-Edge) | Ex-Dividend | Jun 16, 2025 | $2.75 |
 META (Wise_woman) | Ex-Dividend | Jun 16, 2025 | $0.52 |
GOOG (defense_investor) | Pay Day | Jun 16, 2025 | $0.21 |
 SWK (Aresblack) | Pay Day | Jun 17, 2025 | $0.82 |
SEIC (Cutting-Edge) | Pay Day | Jun 17, 2025 | $0.49 |
VFC (Aresblack) | Pay Day | Jun 18, 2025 | $0.09 |
DWS.DE (Aresblack) | Pay Day | Jun 18, 2025 | $2.44 |
 MPW (Aresblack) | Ex-Dividend | Jun 18, 2025 | $0.08 |
 FSK (Aresblack) | Ex-Dividend | Jun 18, 2025 | $0.70 |
 VICI (Aresblack) | Ex-Dividend | Jun 18, 2025 | $0.43 |
 TTE.PA (Aresblack) | Ex-Dividend | Jun 19, 2025 | $0.88 |
 TATE.L (Aresblack) | Ex-Dividend | Jun 19, 2025 | $0.18 |
 PSN.L (MCGINTYE) | Ex-Dividend | Jun 19, 2025 | $0.52 |
 HSBC (Aresblack) | Pay Day | Jun 20, 2025 | $0.50 |
 WM (Aresblack) | Pay Day | Jun 20, 2025 | $0.82 |
 D (Aresblack) | Pay Day | Jun 20, 2025 | $0.67 |
 NEM (Aresblack) | Pay Day | Jun 20, 2025 | $0.25 |
 SBLK (Aresblack) | Pay Day | Jun 20, 2025 | $0.05 |
 HSBA.L (MCGINTYE) | Pay Day | Jun 20, 2025 | $0.10 |
HSBC (triangulacapital) | Pay Day | Jun 20, 2025 | $0.50 |
 LDO.MI (Aresblack) | Ex-Dividend | Jun 23, 2025 | $0.56 |
 BLK (Aresblack) | Pay Day | Jun 23, 2025 | $5.21 |
 SHEL.L (Aresblack) | Pay Day | Jun 23, 2025 | $0.36 |
SHEL.L (MCGINTYE) | Pay Day | Jun 23, 2025 | $0.36 |
 DIS (Aresblack) | Ex-Dividend | Jun 24, 2025 | $0.50 |
 IS04.DE (The-Chameleon) | Pay Day | Jun 25, 2025 | $0.00 |
LDO.MI (Aresblack) | Pay Day | Jun 25, 2025 | $0.56 |
 IEP (Aresblack) | Pay Day | Jun 25, 2025 | $0.50 |
KSS (Aresblack) | Pay Day | Jun 25, 2025 | $0.12 |
 BATS.L (Aresblack) | Ex-Dividend | Jun 26, 2025 | $0.76 |
META (Wise_woman) | Pay Day | Jun 26, 2025 | $0.52 |
BATS.L (MCGINTYE) | Ex-Dividend | Jun 26, 2025 | $0.76 |
 BME.L (MCGINTYE) | Ex-Dividend | Jun 26, 2025 | $0.13 |
 BAC (Aresblack) | Pay Day | Jun 27, 2025 | $0.26 |
 KHC (Aresblack) | Pay Day | Jun 27, 2025 | $0.40 |
ARR (Aresblack) | Pay Day | Jun 27, 2025 | $0.24 |
 SXS.L (mick_repo) | Pay Day | Jun 27, 2025 | $0.71 |
 PEP (Aresblack) | Pay Day | Jun 30, 2025 | $1.42 |
 DE (Aresblack) | Ex-Dividend | Jun 30, 2025 | $1.62 |
 MDLZ (Aresblack) | Ex-Dividend | Jun 30, 2025 | $0.47 |
DVN (Aresblack) | Pay Day | Jun 30, 2025 | $0.24 |
 HIMX (Aresblack) | Ex-Dividend | Jun 30, 2025 | $0.37 |
CCI (Aresblack) | Pay Day | Jun 30, 2025 | $1.06 |
 NLY (Aresblack) | Ex-Dividend | Jun 30, 2025 | $0.70 |
 STAG (Aresblack) | Ex-Dividend | Jun 30, 2025 | $0.12 |
ARCC (Aresblack) | Pay Day | Jun 30, 2025 | $0.48 |
PBA (Aresblack) | Pay Day | Jun 30, 2025 | $0.51 |
CSWC (Aresblack) | Pay Day | Jun 30, 2025 | $0.06 |
 XHR (Cutting-Edge) | Ex-Dividend | Jun 30, 2025 | $0.14 |
KO (Aresblack) | Pay Day | Jul 1, 2025 | $0.51 |
TTE.PA (Aresblack) | Pay Day | Jul 1, 2025 | $0.88 |
NJR (Cutting-Edge) | Pay Day | Jul 1, 2025 | $0.45 |
NEU (Cutting-Edge) | Pay Day | Jul 1, 2025 | $2.75 |
 KMB (Aresblack) | Pay Day | Jul 2, 2025 | $1.26 |
 BDN (Aresblack) | Ex-Dividend | Jul 2, 2025 | $0.15 |
FSK (Aresblack) | Pay Day | Jul 2, 2025 | $0.70 |
 BNS (Aresblack) | Ex-Dividend | Jul 2, 2025 | $0.80 |
 CSCO (Aresblack) | Ex-Dividend | Jul 3, 2025 | $0.41 |
IRM (Aresblack) | Pay Day | Jul 3, 2025 | $0.78 |
 WKP.L (mick_repo) | Ex-Dividend | Jul 3, 2025 | $0.26 |
NVDA (defense_investor) | Pay Day | Jul 3, 2025 | $0.01 |
MRK (Aresblack) | Pay Day | Jul 8, 2025 | $0.81 |
 PLUS.L (AmitKup) | Pay Day | Jul 9, 2025 | $0.40 |
MO (Aresblack) | Pay Day | Jul 10, 2025 | $1.02 |
VICI (Aresblack) | Pay Day | Jul 10, 2025 | $0.43 |
BABA (Wise_woman) | Pay Day | Jul 10, 2025 | $0.95 |
 GSK (mick_repo) | Pay Day | Jul 10, 2025 | $0.43 |
AMT (Aresblack) | Pay Day | Jul 11, 2025 | $1.70 |
HIMX (Aresblack) | Pay Day | Jul 11, 2025 | $0.37 |
PSN.L (MCGINTYE) | Pay Day | Jul 11, 2025 | $0.52 |
 SBRY.L (MCGINTYE) | Pay Day | Jul 11, 2025 | $0.13 |
MDLZ (Aresblack) | Pay Day | Jul 14, 2025 | $0.47 |
 UVV (Aresblack) | Ex-Dividend | Jul 14, 2025 | $0.82 |
UVV (Cutting-Edge) | Ex-Dividend | Jul 14, 2025 | $0.82 |
STAG (Aresblack) | Pay Day | Jul 15, 2025 | $0.12 |
XHR (Cutting-Edge) | Pay Day | Jul 15, 2025 | $0.14 |
MPW (Aresblack) | Pay Day | Jul 17, 2025 | $0.08 |
BDN (Aresblack) | Pay Day | Jul 17, 2025 | $0.15 |
 NGG (Aresblack) | Pay Day | Jul 17, 2025 | $2.05 |
CSCO (Aresblack) | Pay Day | Jul 23, 2025 | $0.41 |
DIS (Aresblack) | Pay Day | Jul 23, 2025 | $0.50 |
LAND.L (triangulacapital) | Pay Day | Jul 25, 2025 | $0.16 |
BNS (Aresblack) | Pay Day | Jul 29, 2025 | $0.80 |
NLY (Aresblack) | Pay Day | Jul 31, 2025 | $0.70 |
BATS.L (Aresblack) | Pay Day | Aug 1, 2025 | $0.76 |
TATE.L (Aresblack) | Pay Day | Aug 1, 2025 | $0.18 |
BATS.L (MCGINTYE) | Pay Day | Aug 1, 2025 | $0.76 |
BME.L (MCGINTYE) | Pay Day | Aug 1, 2025 | $0.13 |
WKP.L (mick_repo) | Pay Day | Aug 1, 2025 | $0.26 |
UVV (Aresblack) | Pay Day | Aug 4, 2025 | $0.82 |
UVV (Cutting-Edge) | Pay Day | Aug 4, 2025 | $0.82 |
DE (Aresblack) | Pay Day | Aug 8, 2025 | $1.62 |
 WMT (Aresblack) | Ex-Dividend | Aug 15, 2025 | $0.24 |
 ENB (Aresblack) | Ex-Dividend | Aug 15, 2025 | $0.68 |
 IMB.L (Aresblack) | Ex-Dividend | Aug 21, 2025 | $0.53 |
IMB.L (MCGINTYE) | Ex-Dividend | Aug 21, 2025 | $0.53 |
 GLEN.L (Aresblack) | Ex-Dividend | Aug 28, 2025 | $0.05 |
 DEC.L (MCGINTYE) | Ex-Dividend | Aug 28, 2025 | $0.29 |
ENB (Aresblack) | Pay Day | Sep 1, 2025 | $0.68 |
WMT (Aresblack) | Pay Day | Sep 2, 2025 | $0.24 |
 AEM (Aresblack) | Ex-Dividend | Sep 2, 2025 | $0.40 |
AEM (Aresblack) | Pay Day | Sep 15, 2025 | $0.40 |
GLEN.L (Aresblack) | Pay Day | Sep 19, 2025 | $0.05 |
 PBR (Aresblack) | Pay Day | Sep 29, 2025 | $0.11 |
IMB.L (Aresblack) | Pay Day | Sep 30, 2025 | $0.53 |
IMB.L (MCGINTYE) | Pay Day | Sep 30, 2025 | $0.53 |
DEC.L (MCGINTYE) | Pay Day | Sep 30, 2025 | $0.29 |
 KWEB (Wise_woman) | Pay Day | Dec 18, 2025 | $0.00 |
ACWI | Pay Day | Dec 20, 2025 | $0.00 |
 FXI (Wise_woman) | Pay Day | Dec 20, 2025 | $0.00 |
MOAT | Pay Day | Dec 24, 2025 | $0.00 |
Performance Metrics
Score 2.5/10
Beta
0.48
0.48
0
0.8
1.2
0
2
Sharpe Ratio
-0.37
-0.37
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.43
-0.43
-1
1
2
3
3
Jensen's Alpha
-8.82
-8.82
-9
0
2
4.5
4.5
Omega Ratio
0.4
0.4
0
1
1.5
2.5
2.5
Treynor Ratio
-0.72
-0.72
-1
0.75
1.25
2
2
Information Ratio
-1.23
-1.23
-2
0.3
0.6
1
1
Calmar Ratio
-0.06
-0.06
-1
0.3
0.6
1
1
Beta
0.48
0.48
0
0.8
1.2
0
2
Sharpe Ratio
-0.37
-0.37
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.43
-0.43
-1
1
2
3
3
Jensen's Alpha
-8.82
-8.82
-9
0
2
4.5
4.5
Omega Ratio
0.4
0.4
0
1
1.5
2.5
2.5
Treynor Ratio
-0.72
-0.72
-1
0.75
1.25
2
2
Information Ratio
-1.23
-1.23
-2
0.3
0.6
1
1
Calmar Ratio
-0.06
-0.06
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
N/A
Details
PEG Ratio
N/A
Details
Price/Book
N/A
Details
Price/Sales
N/A
Details
Price/CF
N/A
Details
Price/FCF
N/A
Details
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-34.06% | May 2021 | - | 50 |
-1.01% | Mar 2021 | Apr 2021 | 1 |