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+0.24%
This Month
+20.84%
Year To Date
+30.88%
2 Years
+31.15%
5 Years
+31.15%
10 Years
+8.7%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading90.51%
- 💵 Cash9.06%
- 🚗 Consumer Durables0.45%
- 🧪 Process Industries0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE28.5%
- 🇺🇸 Nasdaq17.64%
- 🇬🇧 LSE17.13%
- 🌍 Digital Currency3.81%
- 🇩🇪 Xetra ETFs2.91%
- 🇩🇪 FRA0.81%
- 🇫🇷 Euronext Paris0.74%
- 🇮🇹 Borsa Italiana0.57%
- 🇭🇰 Hong Kong Exchanges0.42%
- 🇸🇪 Stockholm Stock Exchange0.24%
- 🇳🇱 Euronext Amsterdam0.22%
- 🇨🇭 SIX0.19%
- 🇳🇴 Oslo Stock Exchange0.18%
- Regular Trading Hours - RTH0.15%
- 🇦🇺 Sydney0.13%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States26.11%
- 🇬🇧 United Kingdom3.75%
- 🇨🇳 China2.03%
- 🇮🇱 Israel1.75%
- 🇩🇪 Germany0.81%
- 🇫🇷 France0.71%
- 🇮🇹 Italy0.57%
- 🇨🇭 Switzerland0.53%
- 🇨🇦 Canada0.28%
- 🇳🇱 Netherlands0.26%
- 🇧🇷 Brazil0.24%
- 🇫🇮 Finland0.24%
- 🇳🇴 Norway0.18%
- 🇭🇰 Hong Kong0.16%
- 🇦🇺 Australia0.13%
- 🇮🇳 India0.08%
- 🇮🇪 Ireland0.08%
- 🇸🇬 Singapore0.08%
- 🇨🇴 Colombia0.07%
- 🇰🇾 Cayman Islands0.05%
- 🇨🇱 Chile0.05%
- 🇧🇲 Bermuda0.05%
- 🇰🇷 South Korea0.04%
- 🇹🇼 Taiwan0.04%
- 🇯🇵 Japan0.04%
- 🇬🇷 Greece0.02%
- 🇵🇦 Panama0.02%
- 🇪🇸 Spain0.01%
Dividends
Dividend Yield
0.59%
8 out of 15 instruments pay dividend.
5 dividend payments in the next 30 days.
Highest Dividend: $MBG.DE (7%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 DailyDividends | 0.2% | 6.46% | - |
 triangulacapital | 0.16% | 5.63% | - |
 thomaspj | 0.14% | 0.77% | - |
 MBG.DE | 0.03% | 7% | $5.3 |
 JulianEtoro12 | 0.02% | 0.75% | - |
 AlvarLogi | 0.02% | 0.6% | - |
 QuantumComputing | 0.02% | 0.59% | - |
 PeerInvests | 0.01% | 0.45% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 FSK (DailyDividends) | Pay Day | Dec 17, 2025 | $0.70 |
 BTI (DailyDividends) | Ex-Dividend | Dec 30, 2025 | $0.75 |
 GS (thomaspj) | Pay Day | Dec 30, 2025 | $4.00 |
 LMT (AlvarLogi) | Pay Day | Dec 30, 2025 | $3.45 |
 WMT (AlvarLogi) | Pay Day | Jan 5, 2026 | $0.24 |
 TSM (PeerInvests) | Pay Day | Jan 8, 2026 | $0.84 |
BTI (DailyDividends) | Pay Day | Feb 9, 2026 | $0.75 |
Performance Metrics
Score 5.6/10
Beta
0.2
0.2
0
0.8
1.2
0
2
Sharpe Ratio
0.24
0.24
0
0.5
1
1.5
1.5
Sortino Ratio
0.44
0.44
0
1
2
3
3
Jensen's Alpha
4.37
4.37
-2
0
2
5
5
Omega Ratio
0.9
0.9
0
1
1.5
2.5
2.5
Treynor Ratio
2.48
2.48
0
0.75
1.25
3
3
Information Ratio
-0.1
-0.1
-1
0.3
0.6
1
1
Calmar Ratio
0.28
0.28
0
0.3
0.6
1
1
Beta
0.2
0.2
0
0.8
1.2
0
2
Sharpe Ratio
0.24
0.24
0
0.5
1
1.5
1.5
Sortino Ratio
0.44
0.44
0
1
2
3
3
Jensen's Alpha
4.37
4.37
-2
0
2
5
5
Omega Ratio
0.9
0.9
0
1
1.5
2.5
2.5
Treynor Ratio
2.48
2.48
0
0.75
1.25
3
3
Information Ratio
-0.1
-0.1
-1
0.3
0.6
1
1
Calmar Ratio
0.28
0.28
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
9.52
High:
MBG.DE
9.52MBG.DELow:MBG.DE
9.52MBG.DEDetails
PEG Ratio
N/A
Details
Price/Book
0.65
High:
SOLS
2.46SOLSLow:MBG.DE
0.65MBG.DEDetails
Price/Sales
0.43
High:MBG.DE
0.43MBG.DELow:MBG.DE
0.43MBG.DEDetails
Price/CF
2.47
High:MBG.DE
2.47MBG.DELow:MBG.DE
2.47MBG.DEDetails
Price/FCF
4.14
High:MBG.DE
4.14MBG.DELow:MBG.DE
4.14MBG.DEDetails
P/E Ratio
9.52
High:MBG.DE
9.52MBG.DELow:MBG.DE
9.52MBG.DEDetails
PEG Ratio
N/A
Details
Price/Book
0.65
High:SOLS
2.46SOLSLow:MBG.DE
0.65MBG.DEDetails
Price/Sales
0.43
High:MBG.DE
0.43MBG.DELow:MBG.DE
0.43MBG.DEDetails
Price/CF
2.47
High:MBG.DE
2.47MBG.DELow:MBG.DE
2.47MBG.DEDetails
Price/FCF
4.14
High:MBG.DE
4.14MBG.DELow:MBG.DE
4.14MBG.DEDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-26.98% | Mar 2023 | Apr 2024 | 13 |
-12.3% | Jun 2022 | Nov 2022 | 5 |
-4.08% | Mar 2025 | May 2025 | 2 |
-3.6% | Dec 2022 | Jan 2023 | 1 |
-3.19% | Oct 2024 | Dec 2024 | 2 |
-1.57% | Oct 2025 | Nov 2025 | 1 |
-1.21% | Jun 2024 | Sep 2024 | 3 |