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+0.21%
Today
+1.24%
This Month
+8.87%
Year To Date
+42.62%
2 Years
+42.62%
5 Years
+21.37%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading42.26%
- 🪙 Cryptocurrencies20.62%
- 💵 Cash6.8%
- 🛍️ Retail Trade5.21%
- 🧬 Health Technology3.67%
- 💇♀️ Consumer Services3.67%
- 🛠️ Producer Manufacturing2.98%
- 🖥️ Technology Services2.84%
- 💼 Commercial Services2.78%
- 💻 Electronic Technology2.55%
- 🍞 Consumer Non Durables2.38%
- 📊 ETFs1.81%
- 🌾 Commodities0.37%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq34.45%
- 🇺🇸 NYSE21.65%
- 🌍 Digital Currency20.7%
- 🇭🇰 Hong Kong Exchanges3.66%
- 🇺🇸 Chicago Board Options Exchange1.91%
- 🇬🇧 LSE1.6%
- 🇫🇷 Euronext Paris1.42%
- 🇮🇹 Borsa Italiana0.99%
- 🇳🇱 Euronext Amsterdam0.98%
- 🇩🇪 FRA0.69%
- 🇪🇸 Bolsa De Madrid0.44%
- 🌍 Commodity0.37%
- 🇸🇪 Stockholm Stock Exchange0.19%
- 🇨🇭 SIX0.16%
- 🇩🇰 Copenhagen Stock Exchange0.05%
- 🇦🇺 Sydney0.02%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States38.19%
- 🇨🇦 Canada5.39%
- 🇨🇳 China4.57%
- 🇺🇾 Uruguay3.47%
- 🇩🇰 Denmark3.14%
- 🇬🇧 United Kingdom2.24%
- 🇳🇱 Netherlands1.34%
- 🇫🇷 France1.3%
- 🇮🇹 Italy0.99%
- 🇧🇷 Brazil0.69%
- 🇩🇪 Germany0.69%
- 🇮🇪 Ireland0.53%
- 🇪🇸 Spain0.44%
- 🇹🇼 Taiwan0.4%
- 🇰🇾 Cayman Islands0.31%
- 🇯🇵 Japan0.26%
- 🇰🇷 South Korea0.24%
- 🇮🇱 Israel0.22%
- 🇫🇮 Finland0.19%
- 🇨🇭 Switzerland0.19%
- 🇱🇺 Luxembourg0.16%
- 🇮🇳 India0.14%
- 🇲🇽 Mexico0.12%
- 🇭🇰 Hong Kong0.11%
- 🇸🇬 Singapore0.08%
- 🇦🇷 Argentina0.04%
- 🇵🇦 Panama0.02%
- 🇵🇪 Peru0.02%
- 🇨🇱 Chile0.02%
- 🇦🇺 Australia0.01%
- 🇨🇷 Costa Rica0.01%
- 🇨🇴 Colombia0.01%
- 🇳🇿 New Zealand0%
Dividends
Dividend Yield
0.73%
23 out of 33 instruments pay dividend.
47 dividend payments in the next 30 days.
Highest Dividend: triangulacapital (4.45%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 triangulacapital | 0.11% | 4.45% | - |
 TheBigBanks | 0.09% | 3.43% | - |
 Utilities | 0.09% | 3.49% | - |
 Diabetes-Med | 0.05% | 1.86% | - |
 NVO | 0.05% | 1.7% | $0.98 |
 01211.HK | 0.04% | 1.2% | $3.41 |
 DroneTech | 0.03% | 0.95% | - |
 Chip-Tech | 0.03% | 0.62% | - |
 RCL | 0.03% | 0.74% | - |
 EuropeEconomy | 0.03% | 3.01% | - |
 LatamEconomy | 0.02% | 2.88% | - |
 Fin-Tech | 0.02% | 0.62% | - |
 thomaspj | 0.02% | 0.64% | - |
 MPWR | 0.02% | 0.74% | $4.5 |
 gauravk_in | 0.02% | 0.59% | - |
 ValueGurus | 0.02% | 0.74% | - |
 TJX | 0.01% | 1.28% | $1.42 |
 Marirs | 0.01% | 0.78% | - |
 ITA | 0.01% | 0.69% | - |
 SharonConnolly | 0.01% | 0.34% | - |
 AI-Revolution | 0.01% | 0.22% | - |
 NDI-FutureTech | 0% | 0.19% | - |
 GEHC | 0% | 0.18% | $0.12 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 BABA (AI-Revolution) | Pay Day | Jul 10, 2025 | $1.05 |
 ACN (AI-Revolution) | Ex-Dividend | Jul 10, 2025 | $1.48 |
 CRM (AI-Revolution) | Pay Day | Jul 10, 2025 | $0.42 |
 ORCL (gauravk_in) | Ex-Dividend | Jul 10, 2025 | $0.50 |
BABA (gauravk_in) | Pay Day | Jul 10, 2025 | $1.05 |
BABA (ValueGurus) | Pay Day | Jul 10, 2025 | $1.05 |
CRM (ValueGurus) | Pay Day | Jul 10, 2025 | $0.42 |
 INTU (Fin-Tech) | Ex-Dividend | Jul 10, 2025 | $1.04 |
 MUFG (TheBigBanks) | Pay Day | Jul 10, 2025 | $0.27 |
 MRVL (Chip-Tech) | Ex-Dividend | Jul 11, 2025 | $0.06 |
 PWR (NDI-FutureTech) | Pay Day | Jul 11, 2025 | $0.10 |
 AMX (LatamEconomy) | Ex-Dividend | Jul 11, 2025 | $0.27 |
MPWR | Pay Day | Jul 15, 2025 | $1.56 |
MPWR (Chip-Tech) | Pay Day | Jul 15, 2025 | $1.56 |
 KBR (DroneTech) | Pay Day | Jul 15, 2025 | $0.16 |
 ABT (Diabetes-Med) | Ex-Dividend | Jul 15, 2025 | $0.59 |
 WTW (Fin-Tech) | Pay Day | Jul 15, 2025 | $0.92 |
 USB (TheBigBanks) | Pay Day | Jul 15, 2025 | $0.50 |
 PNC (TheBigBanks) | Ex-Dividend | Jul 15, 2025 | $1.70 |
 PCG (Utilities) | Pay Day | Jul 15, 2025 | $0.02 |
 SRE (Utilities) | Pay Day | Jul 15, 2025 | $0.64 |
 RSG (Utilities) | Pay Day | Jul 15, 2025 | $0.58 |
 LEN (ValueGurus) | Pay Day | Jul 18, 2025 | $0.50 |
INTU (Fin-Tech) | Pay Day | Jul 18, 2025 | $1.04 |
 EXPN.L (Fin-Tech) | Pay Day | Jul 18, 2025 | $0.43 |
 XEL (Utilities) | Pay Day | Jul 20, 2025 | $0.57 |
 CAT (DroneTech) | Ex-Dividend | Jul 21, 2025 | $1.51 |
 ENEL.MI (Utilities) | Ex-Dividend | Jul 21, 2025 | $0.28 |
AMX (LatamEconomy) | Pay Day | Jul 21, 2025 | $0.27 |
ENEL.MI (EuropeEconomy) | Ex-Dividend | Jul 21, 2025 | $0.28 |
 MU (AI-Revolution) | Pay Day | Jul 22, 2025 | $0.12 |
MU (Chip-Tech) | Pay Day | Jul 22, 2025 | $0.12 |
ENEL.MI (Utilities) | Pay Day | Jul 23, 2025 | $0.28 |
 CSCO (NDI-FutureTech) | Pay Day | Jul 23, 2025 | $0.41 |
ENEL.MI (EuropeEconomy) | Pay Day | Jul 23, 2025 | $0.28 |
ORCL (gauravk_in) | Pay Day | Jul 24, 2025 | $0.50 |
 RY (TheBigBanks) | Ex-Dividend | Jul 24, 2025 | $1.11 |
GEHC | Ex-Dividend | Jul 25, 2025 | $0.04 |
 GE (AI-Revolution) | Pay Day | Jul 25, 2025 | $0.36 |
GE (DroneTech) | Pay Day | Jul 25, 2025 | $0.36 |
 PFE (Diabetes-Med) | Ex-Dividend | Jul 25, 2025 | $0.43 |
GE (thomaspj) | Pay Day | Jul 25, 2025 | $0.36 |
 LAND.L (triangulacapital) | Pay Day | Jul 25, 2025 | $0.16 |
01211.HK | Pay Day | Jul 29, 2025 | $0.55 |
01211.HK (gauravk_in) | Pay Day | Jul 29, 2025 | $0.55 |
 BMO (TheBigBanks) | Ex-Dividend | Jul 30, 2025 | $1.18 |
 3968.HK (TheBigBanks) | Pay Day | Jul 30, 2025 | $0.28 |
 IBE.MC (EuropeEconomy) | Pay Day | Jul 30, 2025 | $0.46 |
MRVL (Chip-Tech) | Pay Day | Jul 31, 2025 | $0.06 |
 JPM (thomaspj) | Pay Day | Jul 31, 2025 | $1.40 |
JPM (TheBigBanks) | Pay Day | Jul 31, 2025 | $1.40 |
 EIX (Utilities) | Pay Day | Jul 31, 2025 | $0.83 |
 NI (Utilities) | Ex-Dividend | Jul 31, 2025 | $0.28 |
 TGLS (LatamEconomy) | Pay Day | Jul 31, 2025 | $0.15 |
 BMY (Diabetes-Med) | Pay Day | Aug 1, 2025 | $0.62 |
 PNW (Utilities) | Ex-Dividend | Aug 1, 2025 | $0.90 |
PNC (TheBigBanks) | Pay Day | Aug 5, 2025 | $1.70 |
 MA (gauravk_in) | Pay Day | Aug 8, 2025 | $0.76 |
 GD (DroneTech) | Pay Day | Aug 8, 2025 | $1.50 |
MA (ValueGurus) | Pay Day | Aug 8, 2025 | $0.76 |
 AXP (thomaspj) | Pay Day | Aug 8, 2025 | $0.82 |
AXP (SharonConnolly) | Pay Day | Aug 8, 2025 | $0.82 |
MA (SharonConnolly) | Pay Day | Aug 8, 2025 | $0.76 |
TJX | Ex-Dividend | Aug 14, 2025 | $0.42 |
GEHC | Pay Day | Aug 15, 2025 | $0.04 |
ACN (AI-Revolution) | Pay Day | Aug 15, 2025 | $1.48 |
 RTX (DroneTech) | Ex-Dividend | Aug 15, 2025 | $0.68 |
ABT (Diabetes-Med) | Pay Day | Aug 15, 2025 | $0.59 |
 LLY (Diabetes-Med) | Ex-Dividend | Aug 15, 2025 | $1.50 |
 WMT (thomaspj) | Ex-Dividend | Aug 15, 2025 | $0.24 |
LLY (SharonConnolly) | Ex-Dividend | Aug 15, 2025 | $1.50 |
CAT (DroneTech) | Pay Day | Aug 20, 2025 | $1.51 |
NI (Utilities) | Pay Day | Aug 20, 2025 | $0.28 |
 MSFT (AI-Revolution) | Ex-Dividend | Aug 21, 2025 | $0.83 |
MSFT (gauravk_in) | Ex-Dividend | Aug 21, 2025 | $0.83 |
 AMAT (Chip-Tech) | Ex-Dividend | Aug 21, 2025 | $0.46 |
MSFT (thomaspj) | Ex-Dividend | Aug 21, 2025 | $0.83 |
MSFT (SharonConnolly) | Ex-Dividend | Aug 21, 2025 | $0.83 |
RY (TheBigBanks) | Pay Day | Aug 22, 2025 | $1.11 |
BMO (TheBigBanks) | Pay Day | Aug 26, 2025 | $1.18 |
 LMT (DroneTech) | Ex-Dividend | Sep 2, 2025 | $3.30 |
PFE (Diabetes-Med) | Pay Day | Sep 2, 2025 | $0.43 |
WMT (thomaspj) | Pay Day | Sep 2, 2025 | $0.24 |
PNW (Utilities) | Pay Day | Sep 2, 2025 | $0.90 |
TJX | Pay Day | Sep 4, 2025 | $0.42 |
RTX (DroneTech) | Pay Day | Sep 4, 2025 | $0.68 |
LLY (Diabetes-Med) | Pay Day | Sep 10, 2025 | $1.50 |
LLY (SharonConnolly) | Pay Day | Sep 10, 2025 | $1.50 |
MSFT (AI-Revolution) | Pay Day | Sep 11, 2025 | $0.83 |
MSFT (gauravk_in) | Pay Day | Sep 11, 2025 | $0.83 |
AMAT (Chip-Tech) | Pay Day | Sep 11, 2025 | $0.46 |
MSFT (thomaspj) | Pay Day | Sep 11, 2025 | $0.83 |
MSFT (SharonConnolly) | Pay Day | Sep 11, 2025 | $0.83 |
 DTE (Utilities) | Ex-Dividend | Sep 15, 2025 | $1.09 |
 TSM (AI-Revolution) | Ex-Dividend | Sep 16, 2025 | $0.82 |
TSM (gauravk_in) | Ex-Dividend | Sep 16, 2025 | $0.82 |
TSM (Chip-Tech) | Ex-Dividend | Sep 16, 2025 | $0.82 |
TSM (SharonConnolly) | Ex-Dividend | Sep 16, 2025 | $0.82 |
TSM (NDI-FutureTech) | Ex-Dividend | Sep 16, 2025 | $0.82 |
LMT (DroneTech) | Pay Day | Sep 26, 2025 | $3.30 |
 TTE.PA (EuropeEconomy) | Ex-Dividend | Oct 1, 2025 | $0.97 |
TTE.PA (EuropeEconomy) | Pay Day | Oct 3, 2025 | $0.97 |
TSM (AI-Revolution) | Pay Day | Oct 9, 2025 | $0.82 |
TSM (gauravk_in) | Pay Day | Oct 9, 2025 | $0.82 |
TSM (Chip-Tech) | Pay Day | Oct 9, 2025 | $0.82 |
TSM (SharonConnolly) | Pay Day | Oct 9, 2025 | $0.82 |
TSM (NDI-FutureTech) | Pay Day | Oct 9, 2025 | $0.82 |
DTE (Utilities) | Pay Day | Oct 15, 2025 | $1.09 |
 INDA (gauravk_in) | Pay Day | Dec 20, 2025 | $0.00 |
 BBD (LatamEconomy) | Pay Day | Feb 10, 2026 | $0.05 |
Performance Metrics
Score 6.3/10
Beta
1.1
1.1
0
0.8
1.2
0
2
Sharpe Ratio
0.78
0.78
0
0.5
1
1.5
1.5
Sortino Ratio
1.48
1.48
0
1
2
3
3
Jensen's Alpha
2.01
2.01
-2
0
2
4.5
4.5
Omega Ratio
1.21
1.21
0
1
1.5
2.5
2.5
Treynor Ratio
1.14
1.14
0
0.75
1.25
2
2
Information Ratio
0.25
0.25
0
0.3
0.6
1
1
Calmar Ratio
1.44
1.44
0
0.3
0.6
2
2
Beta
1.1
1.1
0
0.8
1.2
0
2
Sharpe Ratio
0.78
0.78
0
0.5
1
1.5
1.5
Sortino Ratio
1.48
1.48
0
1
2
3
3
Jensen's Alpha
2.01
2.01
-2
0
2
4.5
4.5
Omega Ratio
1.21
1.21
0
1
1.5
2.5
2.5
Treynor Ratio
1.14
1.14
0
0.75
1.25
2
2
Information Ratio
0.25
0.25
0
0.3
0.6
1
1
Calmar Ratio
1.44
1.44
0
0.3
0.6
2
2
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
32.29
High:
SHOP
90.71SHOPLow:
GEHC
15.81GEHCDetails
PEG Ratio
83.62
High:
TJX
565.27TJXLow:
MPWR
5.91MPWRDetails
Price/Book
9.33
High:
MELI
25.09MELILow:GEHC
3.75GEHCDetails
Price/Sales
4
High:SHOP
15.54SHOPLow:
01211.HK
1.2401211.HKDetails
Price/CF
16.79
High:SHOP
71.97SHOPLow:01211.HK
8.0601211.HKDetails
Price/FCF
52.89
High:
AMZN
98.68AMZNLow:MELI
19.97MELIDetails
P/E Ratio
32.29
High:SHOP
90.71SHOPLow:GEHC
15.81GEHCDetails
PEG Ratio
83.62
High:TJX
565.27TJXLow:MPWR
5.91MPWRDetails
Price/Book
9.33
High:MELI
25.09MELILow:GEHC
3.75GEHCDetails
Price/Sales
4
High:SHOP
15.54SHOPLow:01211.HK
1.2401211.HKDetails
Price/CF
16.79
High:SHOP
71.97SHOPLow:01211.HK
8.0601211.HKDetails
Price/FCF
52.89
High:AMZN
98.68AMZNLow:MELI
19.97MELIDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-13.57% | Feb 2025 | Jun 2025 | 4 |
-7.14% | Apr 2024 | Nov 2024 | 7 |
-4.21% | Sep 2023 | Dec 2023 | 3 |
-2.91% | Dec 2024 | Jan 2025 | 1 |
-0.54% | Jan 2024 | Feb 2024 | 1 |