Loading...
+0.21%
This Month
+14.31%
Year To Date
+24.83%
2 Years
-2.54%
5 Years
-2.54%
10 Years
-0.51%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash43.46%
- 📊 ETFs34.83%
- 👥 Copy Trading22.74%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE31.43%
- 🇺🇸 Nasdaq10.12%
- 🇺🇸 Chicago Board Options Exchange4.54%
- 🇬🇧 LSE4.13%
- 🇩🇪 FRA0.74%
- 🇩🇪 Xetra ETFs0.61%
- 🇳🇱 Euronext Amsterdam0.56%
- 🇮🇹 Borsa Italiana0.4%
- 🇭🇰 Hong Kong Exchanges0.33%
- 🇫🇷 Euronext Paris0.3%
- 🌍 Digital Currency0.3%
- 🇩🇰 Copenhagen Stock Exchange0.18%
- 🇨🇭 SIX0.04%
- 🇪🇸 Bolsa De Madrid0.04%
- 🇧🇪 Euronext Brussels0.01%
- 🌍 CFD0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States7.43%
- 🇬🇧 United Kingdom3.57%
- 🇧🇷 Brazil1.02%
- 🇩🇪 Germany0.82%
- 🇮🇱 Israel0.8%
- 🇳🇱 Netherlands0.62%
- 🇮🇹 Italy0.42%
- 🇨🇳 China0.33%
- 🇨🇴 Colombia0.28%
- 🇫🇷 France0.24%
- 🇩🇰 Denmark0.19%
- 🇹🇼 Taiwan0.15%
- 🇨🇭 Switzerland0.1%
- 🇨🇦 Canada0.1%
- 🇰🇷 South Korea0.06%
- 🇲🇽 Mexico0.06%
- 🇧🇲 Bermuda0.06%
- 🇮🇪 Ireland0.05%
- 🇰🇾 Cayman Islands0.04%
- 🇿🇦 South Africa0.03%
- 🇨🇱 Chile0.03%
- 🇪🇸 Spain0.03%
- 🇺🇾 Uruguay0.02%
- 🇱🇺 Luxembourg0.01%
- 🇮🇳 India0.01%
Dividends
Dividend Yield
1.03%
18 out of 18 instruments pay dividend.
44 dividend payments in the next 30 days.
Highest Dividend: AmitKup (3.61%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 AmitKup | 0.21% | 3.61% | - |
 HDV | 0.19% | 3.46% | - |
 AOA | 0.1% | 2.13% | - |
 DGRO | 0.08% | 2.21% | - |
 VT.US | 0.07% | 1.77% | - |
 ACWI | 0.06% | 1.58% | - |
 MOAT | 0.06% | 1.35% | - |
 RickFortune | 0.05% | 1.73% | - |
 SPY | 0.05% | 1.16% | - |
 iBore99 | 0.04% | 2.1% | - |
 Aukie2008 | 0.03% | 1.36% | - |
 plessas | 0.02% | 1.06% | - |
 SCHG | 0.02% | 0.39% | - |
 CPHequities | 0.02% | 0.71% | - |
 MIURATRADER | 0.01% | 0.62% | - |
 StefanULS | 0.01% | 0.32% | - |
 ALTIA-Investment | 0% | 0.47% | - |
 Core-Dynamic | 0% | 0.13% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 GOOG (iBore99) | Ex-Dividend | Sep 8, 2025 | $0.21 |
GOOG (StefanULS) | Ex-Dividend | Sep 8, 2025 | $0.21 |
GOOG (CPHequities) | Ex-Dividend | Sep 8, 2025 | $0.21 |
 0914.HK (plessas) | Ex-Dividend | Sep 8, 2025 | $0.03 |
 GOOGL (plessas) | Ex-Dividend | Sep 8, 2025 | $0.21 |
 LLY (iBore99) | Pay Day | Sep 10, 2025 | $1.50 |
 XOM (plessas) | Pay Day | Sep 10, 2025 | $0.99 |
LLY (plessas) | Pay Day | Sep 10, 2025 | $1.50 |
 MPW (Aukie2008) | Ex-Dividend | Sep 11, 2025 | $0.08 |
 MSFT (RickFortune) | Pay Day | Sep 11, 2025 | $0.83 |
 NVDA (iBore99) | 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 (CPHequities) | Pay Day | Sep 11, 2025 | $0.83 |
NVDA (CPHequities) | Ex-Dividend | Sep 11, 2025 | $0.01 |
MSFT (ALTIA-Investment) | Pay Day | Sep 11, 2025 | $0.83 |
NVDA (ALTIA-Investment) | Ex-Dividend | Sep 11, 2025 | $0.01 |
MSFT (plessas) | Pay Day | Sep 11, 2025 | $0.83 |
NVDA (plessas) | Ex-Dividend | Sep 11, 2025 | $0.01 |
 GFI (CPHequities) | Ex-Dividend | Sep 12, 2025 | $0.40 |
 EBAY (ALTIA-Investment) | Pay Day | Sep 12, 2025 | $0.29 |
 ALB (MIURATRADER) | Ex-Dividend | Sep 12, 2025 | $0.40 |
GOOG (iBore99) | Pay Day | Sep 15, 2025 | $0.21 |
 KO (iBore99) | Ex-Dividend | Sep 15, 2025 | $0.51 |
 UNH (iBore99) | Ex-Dividend | Sep 15, 2025 | $2.21 |
 O (iBore99) | Pay Day | Sep 15, 2025 | $0.27 |
GOOG (StefanULS) | Pay Day | Sep 15, 2025 | $0.21 |
GOOG (CPHequities) | Pay Day | Sep 15, 2025 | $0.21 |
 DVN (plessas) | Ex-Dividend | Sep 15, 2025 | $0.24 |
GOOGL (plessas) | Pay Day | Sep 15, 2025 | $0.21 |
 WU (AmitKup) | Ex-Dividend | Sep 16, 2025 | $0.24 |
 BARC.L (RickFortune) | Pay Day | Sep 16, 2025 | $0.04 |
 PLD (iBore99) | Ex-Dividend | Sep 16, 2025 | $1.01 |
BARC.L (CPHequities) | Pay Day | Sep 16, 2025 | $0.04 |
 TSM (CPHequities) | Ex-Dividend | Sep 16, 2025 | $0.82 |
 FRES.L (RickFortune) | Pay Day | Sep 17, 2025 | $0.21 |
 CI (plessas) | Pay Day | Sep 18, 2025 | $1.51 |
 AVGO (RickFortune) | Ex-Dividend | Sep 22, 2025 | $0.59 |
 ENI.MI (iBore99) | Ex-Dividend | Sep 22, 2025 | $0.31 |
AVGO (CPHequities) | Ex-Dividend | Sep 22, 2025 | $0.59 |
UNH (iBore99) | Pay Day | Sep 23, 2025 | $2.21 |
 BLK (iBore99) | Pay Day | Sep 23, 2025 | $5.21 |
ENI.MI (iBore99) | Pay Day | Sep 24, 2025 | $0.31 |
 LRCX (ALTIA-Investment) | Ex-Dividend | Sep 24, 2025 | $0.26 |
 LUV (MIURATRADER) | Pay Day | Sep 24, 2025 | $0.18 |
 AGN.NV (Aukie2008) | Pay Day | Sep 25, 2025 | $0.22 |
GFI (CPHequities) | Pay Day | Sep 25, 2025 | $0.40 |
 RIO (MIURATRADER) | Pay Day | Sep 25, 2025 | $1.48 |
 BAC (Aukie2008) | Pay Day | Sep 26, 2025 | $0.28 |
 GLW (RickFortune) | Pay Day | Sep 29, 2025 | $0.28 |
WU (AmitKup) | Pay Day | Sep 30, 2025 | $0.24 |
AVGO (RickFortune) | Pay Day | Sep 30, 2025 | $0.59 |
PLD (iBore99) | Pay Day | Sep 30, 2025 | $1.01 |
AVGO (CPHequities) | Pay Day | Sep 30, 2025 | $0.59 |
DVN (plessas) | Pay Day | Sep 30, 2025 | $0.24 |
0914.HK (plessas) | Pay Day | Sep 30, 2025 | $0.03 |
KO (iBore99) | Pay Day | Oct 1, 2025 | $0.51 |
 NKE (iBore99) | Pay Day | Oct 1, 2025 | $0.40 |
 MCK (CPHequities) | Pay Day | Oct 1, 2025 | $0.82 |
 PWR (ALTIA-Investment) | Ex-Dividend | Oct 1, 2025 | $0.10 |
ALB (MIURATRADER) | Pay Day | Oct 1, 2025 | $0.40 |
 BATS.L (RickFortune) | Ex-Dividend | Oct 2, 2025 | $0.76 |
NVDA (iBore99) | Pay Day | Oct 2, 2025 | $0.01 |
NVDA (StefanULS) | Pay Day | Oct 2, 2025 | $0.01 |
NVDA (CPHequities) | Pay Day | Oct 2, 2025 | $0.01 |
NVDA (ALTIA-Investment) | Pay Day | Oct 2, 2025 | $0.01 |
NVDA (plessas) | Pay Day | Oct 2, 2025 | $0.01 |
 SYY (RickFortune) | Ex-Dividend | Oct 3, 2025 | $0.54 |
 ADM.L (RickFortune) | Pay Day | Oct 3, 2025 | $1.17 |
 GAW.L (RickFortune) | Pay Day | Oct 3, 2025 | $0.73 |
 CSCO (plessas) | Ex-Dividend | Oct 3, 2025 | $0.41 |
 DOCS.L (RickFortune) | Pay Day | Oct 8, 2025 | $0.02 |
MPW (Aukie2008) | Pay Day | Oct 9, 2025 | $0.08 |
TSM (CPHequities) | Pay Day | Oct 9, 2025 | $0.82 |
PWR (ALTIA-Investment) | Pay Day | Oct 10, 2025 | $0.10 |
 DG.PA (iBore99) | Ex-Dividend | Oct 14, 2025 | $1.21 |
LRCX (ALTIA-Investment) | Pay Day | Oct 15, 2025 | $0.26 |
 PRU.L (RickFortune) | Pay Day | Oct 16, 2025 | $0.08 |
DG.PA (iBore99) | Pay Day | Oct 16, 2025 | $1.21 |
 PUK (CPHequities) | Pay Day | Oct 16, 2025 | $0.15 |
CSCO (plessas) | Pay Day | Oct 22, 2025 | $0.41 |
SYY (RickFortune) | Pay Day | Oct 24, 2025 | $0.54 |
 BBY.L (RickFortune) | Ex-Dividend | Oct 30, 2025 | $0.06 |
BATS.L (RickFortune) | Pay Day | Nov 7, 2025 | $0.76 |
 PLUS.L (RickFortune) | Pay Day | Nov 11, 2025 | $0.49 |
 MC.PA (iBore99) | Ex-Dividend | Dec 2, 2025 | $6.47 |
 ORA.PA (CPHequities) | Ex-Dividend | Dec 2, 2025 | $0.35 |
MC.PA (iBore99) | Pay Day | Dec 4, 2025 | $6.47 |
ORA.PA (CPHequities) | Pay Day | Dec 4, 2025 | $0.35 |
BBY.L (RickFortune) | Pay Day | Dec 5, 2025 | $0.06 |
 WMT (StefanULS) | Ex-Dividend | Dec 12, 2025 | $0.24 |
 INDA (CPHequities) | Pay Day | Dec 20, 2025 | $0.00 |
MOAT | Pay Day | Dec 24, 2025 | $0.00 |
 CQQQ (MIURATRADER) | Pay Day | Dec 27, 2025 | $0.00 |
WMT (StefanULS) | Pay Day | Jan 5, 2026 | $0.24 |
Performance Metrics
Score 2.6/10
Beta
0.49
0.49
0
0.8
1.2
0
2
Sharpe Ratio
-0.26
-0.26
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.31
-0.31
-1
1
2
3
3
Jensen's Alpha
-8.35
-8.35
-9
0
2
4.5
4.5
Omega Ratio
0.39
0.39
0
1
1.5
2.5
2.5
Treynor Ratio
-0.5
-0.5
-1
0.75
1.25
2
2
Information Ratio
-1.27
-1.27
-2
0.3
0.6
1
1
Calmar Ratio
-0.02
-0.02
-1
0.3
0.6
1
1
Beta
0.49
0.49
0
0.8
1.2
0
2
Sharpe Ratio
-0.26
-0.26
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.31
-0.31
-1
1
2
3
3
Jensen's Alpha
-8.35
-8.35
-9
0
2
4.5
4.5
Omega Ratio
0.39
0.39
0
1
1.5
2.5
2.5
Treynor Ratio
-0.5
-0.5
-1
0.75
1.25
2
2
Information Ratio
-1.27
-1.27
-2
0.3
0.6
1
1
Calmar Ratio
-0.02
-0.02
-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 | - | 53 |
-1.01% | Mar 2021 | Apr 2021 | 1 |