Loading...
+1.14%
This Month
+21.13%
Year To Date
+42.85%
2 Years
+31.46%
5 Years
+31.46%
10 Years
+9.28%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading38.94%
- 💰 Finance37.04%
- 💵 Cash13.99%
- 🚚 Transportation5.35%
- 💻 Electronic Technology3.67%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE47.24%
- 🇺🇸 Nasdaq9.99%
- 🇳🇴 Oslo Stock Exchange5.35%
- 🇬🇧 LSE2.92%
- 🇩🇪 Xetra ETFs2.1%
- 🇫🇷 Euronext Paris0.56%
- 🇳🇱 Euronext Amsterdam0.26%
- 🇮🇹 Borsa Italiana0.26%
- 🌍 Digital Currency0.25%
- 🇭🇰 Hong Kong Exchanges0.2%
- 🇸🇪 Stockholm Stock Exchange0.15%
- 🇪🇸 Bolsa De Madrid0.15%
- 🇨🇭 SIX0.12%
- 🇦🇺 Sydney0.06%
- 🇩🇪 FRA0.01%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States51.85%
- 🇳🇴 Norway5.35%
- 🇬🇧 United Kingdom1.32%
- 🇨🇳 China0.79%
- 🇫🇷 France0.56%
- 🇮🇱 Israel0.34%
- 🇳🇱 Netherlands0.28%
- 🇮🇹 Italy0.26%
- 🇨🇭 Switzerland0.21%
- 🇪🇸 Spain0.16%
- 🇧🇷 Brazil0.16%
- 🇫🇮 Finland0.15%
- 🇨🇦 Canada0.13%
- 🇹🇼 Taiwan0.11%
- 🇸🇬 Singapore0.06%
- 🇦🇺 Australia0.06%
- 🇰🇾 Cayman Islands0.06%
- 🇺🇾 Uruguay0.05%
- 🇯🇵 Japan0.05%
- 🇨🇴 Colombia0.04%
- 🇧🇲 Bermuda0.04%
- 🇩🇰 Denmark0.03%
- 🇮🇪 Ireland0.03%
- 🇮🇳 India0.02%
- 🇨🇱 Chile0.02%
- 🇦🇷 Argentina0.01%
- 🇬🇷 Greece0.01%
- 🇱🇺 Luxembourg0.01%
- 🇵🇦 Panama0.01%
- 🇸🇪 Sweden0.01%
- 🇩🇪 Germany0%
Dividends
Dividend Yield
1.87%
14 out of 21 instruments pay dividend.
47 dividend payments in the next 30 days.
Highest Dividend: $PSEC (25.9%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 WAWI.OL | 0.87% | 16.27% | - |
 ARR | 0.61% | 18.59% | $3.84 |
 DailyDividends | 0.11% | 6.47% | - |
 triangulacapital | 0.09% | 4.8% | - |
 PSEC | 0.09% | 25.9% | $0.72 |
 thomaspj | 0.03% | 0.59% | - |
 EWachenheim-CF | 0.03% | 1.64% | - |
 MercedesSotelo | 0.01% | 0.32% | - |
 StanleyDruck13F | 0.01% | 0.51% | - |
 HaoNing | 0.01% | 0.31% | - |
 AlvarLogi | 0.01% | 0.62% | - |
 JulianEtoro12 | 0.01% | 0.88% | - |
 PeerInvests | 0% | 0.31% | - |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 JPM (AlvarLogi) | Ex-Dividend | Oct 6, 2025 | $1.50 |
JPM (thomaspj) | Ex-Dividend | Oct 6, 2025 | $1.50 |
 EIX (DailyDividends) | Ex-Dividend | Oct 7, 2025 | $0.83 |
 QSR (StanleyDruck13F) | Pay Day | Oct 7, 2025 | $0.62 |
 MAIN (DailyDividends) | Ex-Dividend | Oct 8, 2025 | $0.26 |
 AGNC (DailyDividends) | Pay Day | Oct 9, 2025 | $0.12 |
 BBY (DailyDividends) | Pay Day | Oct 9, 2025 | $0.95 |
 MPW (DailyDividends) | Pay Day | Oct 9, 2025 | $0.08 |
 VICI (DailyDividends) | Pay Day | Oct 9, 2025 | $0.45 |
 GSK (DailyDividends) | Pay Day | Oct 9, 2025 | $0.43 |
 MA (HaoNing) | Ex-Dividend | Oct 9, 2025 | $0.76 |
MA (AlvarLogi) | Ex-Dividend | Oct 9, 2025 | $0.76 |
 T (DailyDividends) | Ex-Dividend | Oct 10, 2025 | $0.28 |
 VZ (DailyDividends) | Ex-Dividend | Oct 10, 2025 | $0.69 |
 MO (DailyDividends) | Pay Day | Oct 10, 2025 | $1.06 |
 GNL (DailyDividends) | Ex-Dividend | Oct 10, 2025 | $0.19 |
 ITRN (DailyDividends) | Pay Day | Oct 10, 2025 | $0.15 |
T (AlvarLogi) | Ex-Dividend | Oct 10, 2025 | $0.28 |
MO (AlvarLogi) | Pay Day | Oct 10, 2025 | $1.06 |
 AXP (thomaspj) | Ex-Dividend | Oct 10, 2025 | $0.82 |
 LEN (StanleyDruck13F) | Ex-Dividend | Oct 10, 2025 | $0.50 |
LEN (EWachenheim-CF) | Ex-Dividend | Oct 10, 2025 | $0.50 |
 TOL (EWachenheim-CF) | Ex-Dividend | Oct 10, 2025 | $0.25 |
 EPRT (DailyDividends) | Pay Day | Oct 14, 2025 | $0.30 |
 RRX (JulianEtoro12) | Pay Day | Oct 14, 2025 | $0.35 |
ARR | Ex-Dividend | Oct 15, 2025 | $0.24 |
 MAA (DailyDividends) | Ex-Dividend | Oct 15, 2025 | $1.52 |
 O (DailyDividends) | Pay Day | Oct 15, 2025 | $0.27 |
 IIPR (DailyDividends) | Pay Day | Oct 15, 2025 | $1.90 |
MAIN (DailyDividends) | Pay Day | Oct 15, 2025 | $0.26 |
 ARE (DailyDividends) | Pay Day | Oct 15, 2025 | $1.32 |
 WPC (DailyDividends) | Pay Day | Oct 15, 2025 | $0.91 |
ARR (DailyDividends) | Ex-Dividend | Oct 15, 2025 | $0.24 |
 EPR (DailyDividends) | Pay Day | Oct 15, 2025 | $0.30 |
 BCE (DailyDividends) | Pay Day | Oct 15, 2025 | $0.32 |
 OBDC (DailyDividends) | Pay Day | Oct 15, 2025 | $0.37 |
 BNL (DailyDividends) | Pay Day | Oct 15, 2025 | $0.29 |
 MPWR (PeerInvests) | Pay Day | Oct 15, 2025 | $1.56 |
O (AlvarLogi) | Pay Day | Oct 15, 2025 | $0.27 |
 FCX (StanleyDruck13F) | Ex-Dividend | Oct 15, 2025 | $0.15 |
 PUK (triangulacapital) | Pay Day | Oct 16, 2025 | $0.15 |
GNL (DailyDividends) | Pay Day | Oct 16, 2025 | $0.19 |
 PRU.L (JulianEtoro12) | Pay Day | Oct 16, 2025 | $0.08 |
 DAL (StanleyDruck13F) | Ex-Dividend | Oct 16, 2025 | $0.19 |
 PM (StanleyDruck13F) | Pay Day | Oct 20, 2025 | $1.47 |
 UPBD (DailyDividends) | Pay Day | Oct 21, 2025 | $0.39 |
 CVS (DailyDividends) | Ex-Dividend | Oct 23, 2025 | $0.66 |
TOL (EWachenheim-CF) | Pay Day | Oct 24, 2025 | $0.25 |
 CP (JulianEtoro12) | Pay Day | Oct 27, 2025 | $0.17 |
LEN (StanleyDruck13F) | Pay Day | Oct 27, 2025 | $0.50 |
LEN (EWachenheim-CF) | Pay Day | Oct 27, 2025 | $0.50 |
 GSBD (DailyDividends) | Pay Day | Oct 28, 2025 | $0.32 |
PSEC | Ex-Dividend | Oct 29, 2025 | $0.04 |
 TWO (DailyDividends) | Pay Day | Oct 29, 2025 | $0.34 |
ARR | Pay Day | Oct 30, 2025 | $0.24 |
ARR (DailyDividends) | Pay Day | Oct 30, 2025 | $0.24 |
 XRX (DailyDividends) | Pay Day | Oct 31, 2025 | $0.02 |
EIX (DailyDividends) | Pay Day | Oct 31, 2025 | $0.83 |
MAA (DailyDividends) | Pay Day | Oct 31, 2025 | $1.52 |
JPM (AlvarLogi) | Pay Day | Oct 31, 2025 | $1.50 |
JPM (thomaspj) | Pay Day | Oct 31, 2025 | $1.50 |
 DHR (StanleyDruck13F) | Pay Day | Oct 31, 2025 | $0.32 |
T (DailyDividends) | Pay Day | Nov 3, 2025 | $0.28 |
VZ (DailyDividends) | Pay Day | Nov 3, 2025 | $0.69 |
CVS (DailyDividends) | Pay Day | Nov 3, 2025 | $0.66 |
 BMY (DailyDividends) | Pay Day | Nov 3, 2025 | $0.62 |
T (AlvarLogi) | Pay Day | Nov 3, 2025 | $0.28 |
FCX (StanleyDruck13F) | Pay Day | Nov 3, 2025 | $0.15 |
 BBVA.MC (triangulacapital) | Ex-Dividend | Nov 5, 2025 | $0.38 |
DAL (StanleyDruck13F) | Pay Day | Nov 6, 2025 | $0.19 |
BBVA.MC (triangulacapital) | Pay Day | Nov 7, 2025 | $0.38 |
MA (HaoNing) | Pay Day | Nov 7, 2025 | $0.76 |
MA (AlvarLogi) | Pay Day | Nov 7, 2025 | $0.76 |
AXP (thomaspj) | Pay Day | Nov 10, 2025 | $0.82 |
 ENB (DailyDividends) | Ex-Dividend | Nov 14, 2025 | $0.68 |
PSEC | Pay Day | Nov 18, 2025 | $0.04 |
 MSFT (HaoNing) | Ex-Dividend | Nov 20, 2025 | $0.91 |
MSFT (AlvarLogi) | Ex-Dividend | Nov 20, 2025 | $0.91 |
MSFT (thomaspj) | Ex-Dividend | Nov 20, 2025 | $0.91 |
MSFT (StanleyDruck13F) | Ex-Dividend | Nov 20, 2025 | $0.91 |
 WWD (StanleyDruck13F) | Ex-Dividend | Nov 20, 2025 | $0.28 |
ENB (DailyDividends) | Pay Day | Dec 1, 2025 | $0.68 |
 MC.PA (MercedesSotelo) | Ex-Dividend | Dec 2, 2025 | $6.47 |
 CDI.PA (MercedesSotelo) | Ex-Dividend | Dec 2, 2025 | $7.07 |
MC.PA (MercedesSotelo) | Pay Day | Dec 4, 2025 | $6.47 |
CDI.PA (MercedesSotelo) | Pay Day | Dec 4, 2025 | $7.07 |
WWD (StanleyDruck13F) | Pay Day | Dec 4, 2025 | $0.28 |
 TSM (PeerInvests) | Ex-Dividend | Dec 11, 2025 | $0.84 |
MSFT (HaoNing) | Pay Day | Dec 11, 2025 | $0.91 |
MSFT (AlvarLogi) | Pay Day | Dec 11, 2025 | $0.91 |
MSFT (thomaspj) | Pay Day | Dec 11, 2025 | $0.91 |
MSFT (StanleyDruck13F) | Pay Day | Dec 11, 2025 | $0.91 |
TSM (StanleyDruck13F) | Ex-Dividend | Dec 11, 2025 | $0.84 |
 WMT (AlvarLogi) | Ex-Dividend | Dec 12, 2025 | $0.24 |
 BTI (DailyDividends) | Ex-Dividend | Dec 30, 2025 | $0.75 |
WMT (AlvarLogi) | Pay Day | Jan 5, 2026 | $0.24 |
TSM (PeerInvests) | Pay Day | Jan 8, 2026 | $0.84 |
TSM (StanleyDruck13F) | Pay Day | Jan 8, 2026 | $0.84 |
BTI (DailyDividends) | Pay Day | Feb 9, 2026 | $0.75 |
Performance Metrics
Score 5.6/10
Beta
0.21
0.21
0
0.8
1.2
0
2
Sharpe Ratio
0.24
0.24
0
0.5
1
1.5
1.5
Sortino Ratio
0.45
0.45
0
1
2
3
3
Jensen's Alpha
4.64
4.64
-2
0
2
5
5
Omega Ratio
0.92
0.92
0
1
1.5
2.5
2.5
Treynor Ratio
2.5
2.5
0
0.75
1.25
3
3
Information Ratio
-0.08
-0.08
-1
0.3
0.6
1
1
Calmar Ratio
0.29
0.29
0
0.3
0.6
1
1
Beta
0.21
0.21
0
0.8
1.2
0
2
Sharpe Ratio
0.24
0.24
0
0.5
1
1.5
1.5
Sortino Ratio
0.45
0.45
0
1
2
3
3
Jensen's Alpha
4.64
4.64
-2
0
2
5
5
Omega Ratio
0.92
0.92
0
1
1.5
2.5
2.5
Treynor Ratio
2.5
2.5
0
0.75
1.25
3
3
Information Ratio
-0.08
-0.08
-1
0.3
0.6
1
1
Calmar Ratio
0.29
0.29
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
24.89
High:
NVDA
53.4NVDALow:
ARR
-66ARRDetails
PEG Ratio
11.74
High:NVDA
82.74NVDALow:ARR
-72ARRDetails
Price/Book
2.91
High:NVDA
45.62NVDALow:ARR
0.82ARRDetails
Price/Sales
4.96
High:NVDA
27.86NVDALow:
WAWI.OL
0.66WAWI.OLDetails
Price/CF
43.73
High:NVDA
55.25NVDALow:WAWI.OL
1.81WAWI.OLDetails
Price/FCF
82.02
High:
PSEC
190.36PSECLow:WAWI.OL
5.57WAWI.OLDetails
P/E Ratio
24.89
High:NVDA
53.4NVDALow:ARR
-66ARRDetails
PEG Ratio
11.74
High:NVDA
82.74NVDALow:ARR
-72ARRDetails
Price/Book
2.91
High:NVDA
45.62NVDALow:ARR
0.82ARRDetails
Price/Sales
4.96
High:NVDA
27.86NVDALow:WAWI.OL
0.66WAWI.OLDetails
Price/CF
43.73
High:NVDA
55.25NVDALow:WAWI.OL
1.81WAWI.OLDetails
Price/FCF
82.02
High:PSEC
190.36PSECLow:WAWI.OL
5.57WAWI.OLDetails
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 |
-1.21% | Jun 2024 | Sep 2024 | 3 |