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+0.03%
Today
-6.69%
This Month
-13.31%
Year To Date
+20.37%
2 Years
-3.54%
5 Years
-1%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology16.73%
- 👥 Copy Trading16.1%
- ⛏️ Energy Minerals7.6%
- 🧬 Health Technology7.21%
- 💰 Finance7.12%
- 📊 ETFs6.13%
- 🚗 Consumer Durables5.11%
- 🖥️ Technology Services4.75%
- 🚚 Transportation4.56%
- ⚡ Utilities3.4%
- 🪨 Non Energy Minerals2.95%
- 💇♀️ Consumer Services2.72%
- 🛠️ Producer Manufacturing2.56%
- 🧪 Process Industries2.51%
- 🍞 Consumer Non Durables2.43%
- 🛍️ Retail Trade2.16%
- 💵 Cash0.86%
- 📦 Distribution Services0.72%
- 🏭 Industrial Services0.52%
- 🏥 Health Services0.4%
- 🪙 Cryptocurrencies0.37%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE40.03%
- 🇺🇸 Nasdaq35.49%
- 🇩🇪 FRA4.59%
- 🇫🇷 Euronext Paris4%
- 🇭🇰 Hong Kong Exchanges3.21%
- 🇬🇧 LSE2.1%
- 🇺🇸 Chicago Board Options Exchange1.14%
- 🇮🇹 Borsa Italiana0.88%
- 🇩🇰 Copenhagen Stock Exchange0.73%
- 🇦🇺 Sydney0.68%
- 🇳🇱 Euronext Amsterdam0.62%
- 🇸🇪 Stockholm Stock Exchange0.44%
- 🌍 Digital Currency0.38%
- 🇵🇹 Euronext Lisbon0.37%
- 🇨🇭 SIX0.36%
- 🇫🇮 Helsinki Stock Exchange0.33%
- 🇳🇴 Oslo Stock Exchange0.32%
- 🇪🇸 Bolsa De Madrid0.18%
- 🇦🇪 Dubai Financial Market0.05%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States52.71%
- 🇨🇳 China5.3%
- 🇩🇪 Germany4.59%
- 🇧🇷 Brazil3.87%
- 🇫🇷 France3.68%
- 🇬🇧 United Kingdom3.66%
- 🇱🇺 Luxembourg2.6%
- 🇧🇲 Bermuda2.39%
- 🇳🇱 Netherlands2.29%
- 🇳🇴 Norway0.91%
- 🇨🇾 Cyprus0.79%
- 🇨🇱 Chile0.74%
- 🇩🇰 Denmark0.73%
- 🇰🇾 Cayman Islands0.71%
- 🇨🇦 Canada0.68%
- 🇦🇺 Australia0.68%
- 🇫🇮 Finland0.6%
- 🇮🇹 Italy0.47%
- 🇵🇹 Portugal0.37%
- 🇨🇭 Switzerland0.36%
- 🇲🇨 Monaco0.28%
- 🇹🇼 Taiwan0.22%
- 🇪🇸 Spain0.18%
- 🇸🇪 Sweden0.17%
- 🇯🇵 Japan0.09%
- 🇮🇪 Ireland0.05%
- 🇬🇷 Greece0.04%
- 🇷🇺 Russia0.03%
- 🇰🇷 South Korea0.01%
- 🇭🇰 Hong Kong0.01%
- 🇮🇱 Israel0.01%
Dividends
Dividend Yield
2.69%
69 out of 103 instruments pay dividend.
35 dividend payments in the next 30 days.
Highest Dividend: $OGZDL.L (67.74%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 TK | 0.3% | 13.09% | - |
 PBR.A | 0.27% | 12.36% | $2.21 |
 AMBP | 0.19% | 14.98% | $0.4 |
 Hedgewealth | 0.18% | 4.39% | - |
 triangulacapital | 0.16% | 4.65% | - |
 ENGI.PA | 0.13% | 7.9% | $1.43 |
 O | 0.12% | 5.42% | $3.09 |
 CVX | 0.1% | 4.79% | $6.28 |
 FRO | 0.08% | 11.53% | $2.17 |
 VALE | 0.07% | 8.2% | $1.33 |
 PAH3.DE | 0.07% | 5.68% | $2.56 |
 GlobalLogistics | 0.06% | 3.61% | - |
 BP.L | 0.06% | 6.73% | $0.23 |
 F | 0.05% | 7.79% | $0.78 |
 NE | 0.05% | 9.3% | $1.7 |
 JeppeKirkBonde | 0.04% | 1.55% | - |
 VTR | 0.04% | 2.69% | $1.8 |
 RWE.DE | 0.04% | 3.22% | $1 |
 KWEB | 0.04% | 2.94% | - |
 ingruc | 0.03% | 3.48% | - |
 SHEL.L | 0.03% | 4.42% | $0.8 |
 JavierPrada | 0.03% | 3.17% | - |
 SQM | 0.03% | 3.91% | $1.36 |
 PFE | 0.03% | 7.63% | $1.66 |
 COP | 0.03% | 3.51% | $3.25 |
 GGB | 0.03% | 5.44% | $0.22 |
 TTE.PA | 0.03% | 6.23% | $3.06 |
 DHL.DE | 0.02% | 5.15% | $1.85 |
 CS.PA | 0.02% | 5.42% | $1.98 |
 GM | 0.02% | 1.08% | $0.42 |
 EDP.LSB | 0.02% | 5.96% | $0.2 |
 UPS | 0.02% | 6.77% | $6.5 |
 XOP | 0.02% | 2.46% | - |
 GDEN | 0.02% | 3.91% | $0.5 |
 0700.HK | 0.02% | 0.98% | $3.4 |
 RPRX | 0.01% | 2.61% | $0.82 |
 DNUT | 0.01% | 3.37% | $0.14 |
 9988.HK | 0.01% | 0.9% | $0.98 |
 NHY.OL | 0.01% | 4.26% | $2.5 |
 LMT | 0.01% | 2.78% | $12.45 |
 NEXA | 0.01% | 0.91% | $0.19 |
 VIE.PA | 0.01% | 4.53% | $1.25 |
 STNG | 0.01% | 4.53% | $1.4 |
 FRE.DE | 0.01% | 2.57% | - |
 NKE | 0.01% | 2.76% | $1.45 |
 NOKIA.HE | 0.01% | 2.87% | $0.13 |
 PNL.NV | 0.01% | 7.33% | $0.09 |
 MTCH | 0.01% | 1.31% | - |
 MA | 0.01% | 0.55% | $2.46 |
 OGZDL.L | 0.01% | 67.74% | - |
 ASML | 0.01% | 0.9% | $5.57 |
 EL | 0.01% | 3.71% | $2.64 |
 AI-Revolution | 0.01% | 0.29% | - |
 ALB | 0.01% | 3.05% | $1.6 |
 RCL | 0.01% | 0.88% | - |
 BWA | 0.01% | 1.66% | $0.44 |
 V | 0.01% | 0.67% | $2.01 |
 STMPA.PA | 0.01% | 1.87% | $0.28 |
 GOOG | 0% | 0.52% | $0.2 |
 GEBN.ZU | 0% | 2.33% | $12.7 |
 VBK.DE | 0% | 2.16% | $0.2 |
 IFX.DE | 0% | 1.31% | $0.35 |
 TAN | 0% | 0.54% | - |
 NVDA | 0% | 0.04% | $0.02 |
 CQQQ | 0% | 0.23% | - |
 ALO.PA | 0% | 1.56% | $0.24 |
 SNR.L | 0% | 1.91% | $0.02 |
 XBI | 0% | 0.17% | - |
 ITUB | 0% | 5.62% | $0.15 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 AIR.PA (JavierPrada) | Ex-Dividend | Apr 22, 2025 | $1.04 |
 CVS (JavierPrada) | Ex-Dividend | Apr 22, 2025 | $0.66 |
DNUT | Ex-Dividend | Apr 23, 2025 | $0.04 |
 INGA.NV (triangulacapital) | Ex-Dividend | Apr 24, 2025 | $0.74 |
 MC.PA (JeppeKirkBonde) | Ex-Dividend | Apr 24, 2025 | $8.54 |
 CDI.PA (JeppeKirkBonde) | Ex-Dividend | Apr 24, 2025 | $7.83 |
AIR.PA (JavierPrada) | Pay Day | Apr 24, 2025 | $1.04 |
MC.PA (JavierPrada) | Ex-Dividend | Apr 24, 2025 | $8.54 |
 CRM (AI-Revolution) | Pay Day | Apr 24, 2025 | $0.42 |
ENGI.PA | Ex-Dividend | Apr 25, 2025 | $1.55 |
 HSBC (triangulacapital) | Pay Day | Apr 25, 2025 | $1.80 |
 ORK.OL (JeppeKirkBonde) | Ex-Dividend | Apr 25, 2025 | $0.57 |
 SIG (ingruc) | Ex-Dividend | Apr 25, 2025 | $0.32 |
 VPK.NV (ingruc) | Ex-Dividend | Apr 25, 2025 | $1.67 |
 GE (AI-Revolution) | Pay Day | Apr 25, 2025 | $0.36 |
ASML | Ex-Dividend | Apr 28, 2025 | $1.92 |
 NWG (triangulacapital) | Pay Day | Apr 28, 2025 | $0.39 |
MC.PA (JeppeKirkBonde) | Pay Day | Apr 28, 2025 | $8.54 |
ASML (JeppeKirkBonde) | Ex-Dividend | Apr 28, 2025 | $1.92 |
CDI.PA (JeppeKirkBonde) | Pay Day | Apr 28, 2025 | $7.83 |
MC.PA (JavierPrada) | Pay Day | Apr 28, 2025 | $8.54 |
 CP (GlobalLogistics) | Pay Day | Apr 28, 2025 | $0.13 |
ENGI.PA | Pay Day | Apr 29, 2025 | $1.55 |
 AKZA.NV (JavierPrada) | Ex-Dividend | Apr 29, 2025 | $1.61 |
 LIGHT.NV (ingruc) | Ex-Dividend | Apr 29, 2025 | $1.61 |
 ZTO (GlobalLogistics) | Pay Day | Apr 29, 2025 | $0.35 |
 JPM (JeppeKirkBonde) | Pay Day | Apr 30, 2025 | $1.40 |
SNR.L | Ex-Dividend | May 1, 2025 | $0.02 |
O | Ex-Dividend | May 1, 2025 | $0.27 |
 FCX (JeppeKirkBonde) | Pay Day | May 1, 2025 | $0.15 |
CVS (JavierPrada) | Pay Day | May 1, 2025 | $0.66 |
INGA.NV (triangulacapital) | Pay Day | May 2, 2025 | $0.74 |
VPK.NV (ingruc) | Pay Day | May 2, 2025 | $1.67 |
CS.PA | Ex-Dividend | May 5, 2025 | $2.25 |
 KER.PA (JeppeKirkBonde) | Ex-Dividend | May 5, 2025 | $4.13 |
ASML | Pay Day | May 6, 2025 | $1.92 |
ORK.OL (JeppeKirkBonde) | Pay Day | May 6, 2025 | $0.57 |
ASML (JeppeKirkBonde) | Pay Day | May 6, 2025 | $1.92 |
CS.PA | Pay Day | May 7, 2025 | $2.25 |
DNUT | Pay Day | May 7, 2025 | $0.04 |
KER.PA (JeppeKirkBonde) | Pay Day | May 7, 2025 | $4.13 |
 EQT (JeppeKirkBonde) | Ex-Dividend | May 7, 2025 | $0.16 |
AKZA.NV (JavierPrada) | Pay Day | May 7, 2025 | $1.61 |
LIGHT.NV (ingruc) | Pay Day | May 7, 2025 | $1.61 |
 WERN (GlobalLogistics) | Pay Day | May 7, 2025 | $0.14 |
 AALB.NV (triangulacapital) | Pay Day | May 8, 2025 | $1.21 |
 DE (JavierPrada) | Pay Day | May 8, 2025 | $1.62 |
MA | Pay Day | May 9, 2025 | $0.76 |
PNL.NV | Pay Day | May 9, 2025 | $0.08 |
 AXP (JavierPrada) | Pay Day | May 9, 2025 | $0.82 |
VIE.PA | Ex-Dividend | May 12, 2025 | $1.47 |
NHY.OL | Ex-Dividend | May 12, 2025 | $2.25 |
 EVO.ST (triangulacapital) | Ex-Dividend | May 12, 2025 | $3.06 |
NHY.OL (JeppeKirkBonde) | Ex-Dividend | May 12, 2025 | $2.25 |
 ABDN.L (ingruc) | Pay Day | May 13, 2025 | $0.09 |
VIE.PA | Pay Day | May 14, 2025 | $1.47 |
 PUK (triangulacapital) | Pay Day | May 14, 2025 | $0.33 |
 TGT (JavierPrada) | Ex-Dividend | May 14, 2025 | $1.12 |
O | Pay Day | May 15, 2025 | $0.27 |
 MSFT (JeppeKirkBonde) | Ex-Dividend | May 15, 2025 | $0.83 |
MSFT (JavierPrada) | Ex-Dividend | May 15, 2025 | $0.83 |
MSFT (AI-Revolution) | Ex-Dividend | May 15, 2025 | $0.83 |
 ACN (AI-Revolution) | Pay Day | May 15, 2025 | $1.48 |
0700.HK | Ex-Dividend | May 16, 2025 | $0.58 |
0700.HK (JeppeKirkBonde) | Ex-Dividend | May 16, 2025 | $0.58 |
 SBUX (JavierPrada) | Ex-Dividend | May 16, 2025 | $0.61 |
 EQNR (Hedgewealth) | Ex-Dividend | May 16, 2025 | $0.37 |
 NEXI.MI (triangulacapital) | Ex-Dividend | May 19, 2025 | $0.26 |
NHY.OL | Pay Day | May 20, 2025 | $2.25 |
EVO.ST (triangulacapital) | Pay Day | May 20, 2025 | $3.06 |
NHY.OL (JeppeKirkBonde) | Pay Day | May 20, 2025 | $2.25 |
NEXI.MI (triangulacapital) | Pay Day | May 21, 2025 | $0.26 |
 HBR.L (ingruc) | Pay Day | May 21, 2025 | $0.17 |
 PHNX.L (ingruc) | Pay Day | May 21, 2025 | $0.35 |
 EMG.L (ingruc) | Pay Day | May 21, 2025 | $0.12 |
 FGR.PA (ingruc) | Ex-Dividend | May 21, 2025 | $5.12 |
 PUM.DE (JavierPrada) | Ex-Dividend | May 22, 2025 | $0.66 |
 SZG.DE (ingruc) | Ex-Dividend | May 23, 2025 | $0.22 |
SIG (ingruc) | Pay Day | May 23, 2025 | $0.32 |
FGR.PA (ingruc) | Pay Day | May 23, 2025 | $5.12 |
 TEP.PA (triangulacapital) | Ex-Dividend | May 26, 2025 | $4.40 |
PUM.DE (JavierPrada) | Pay Day | May 26, 2025 | $0.66 |
TEP.PA (JavierPrada) | Ex-Dividend | May 26, 2025 | $4.40 |
SZG.DE (ingruc) | Pay Day | May 27, 2025 | $0.22 |
TEP.PA (triangulacapital) | Pay Day | May 28, 2025 | $4.40 |
TEP.PA (JavierPrada) | Pay Day | May 28, 2025 | $4.40 |
EQNR (Hedgewealth) | Pay Day | May 28, 2025 | $0.37 |
0700.HK | Pay Day | May 30, 2025 | $0.58 |
SNR.L | Pay Day | May 30, 2025 | $0.02 |
 GS (JeppeKirkBonde) | Ex-Dividend | May 30, 2025 | $3.00 |
0700.HK (JeppeKirkBonde) | Pay Day | May 30, 2025 | $0.58 |
SBUX (JavierPrada) | Pay Day | May 30, 2025 | $0.61 |
 CA.PA (ingruc) | Ex-Dividend | May 30, 2025 | $0.96 |
TGT (JavierPrada) | Pay Day | Jun 1, 2025 | $1.12 |
EQT (JeppeKirkBonde) | Pay Day | Jun 2, 2025 | $0.16 |
CA.PA (ingruc) | Pay Day | Jun 3, 2025 | $0.96 |
MSFT (JeppeKirkBonde) | Pay Day | Jun 12, 2025 | $0.83 |
 TSM (JeppeKirkBonde) | Ex-Dividend | Jun 12, 2025 | $0.68 |
MSFT (JavierPrada) | Pay Day | Jun 12, 2025 | $0.83 |
MSFT (AI-Revolution) | Pay Day | Jun 12, 2025 | $0.83 |
TSM (AI-Revolution) | Ex-Dividend | Jun 12, 2025 | $0.68 |
TTE.PA | Ex-Dividend | Jun 19, 2025 | $0.88 |
STMPA.PA | Ex-Dividend | Jun 23, 2025 | $0.09 |
 PST.MI (GlobalLogistics) | Ex-Dividend | Jun 23, 2025 | $0.81 |
 DIS (JavierPrada) | Ex-Dividend | Jun 24, 2025 | $0.50 |
STMPA.PA | Pay Day | Jun 25, 2025 | $0.09 |
PST.MI (GlobalLogistics) | Pay Day | Jun 25, 2025 | $0.81 |
XBI | Pay Day | Jun 26, 2025 | $0.12 |
GS (JeppeKirkBonde) | Pay Day | Jun 27, 2025 | $3.00 |
 HUM (JavierPrada) | Ex-Dividend | Jun 27, 2025 | $0.88 |
TTE.PA | Pay Day | Jul 1, 2025 | $0.88 |
TSM (JeppeKirkBonde) | Pay Day | Jul 10, 2025 | $0.68 |
TSM (AI-Revolution) | Pay Day | Jul 10, 2025 | $0.68 |
 ENEL.MI (triangulacapital) | Ex-Dividend | Jul 21, 2025 | $0.28 |
ENEL.MI (triangulacapital) | Pay Day | Jul 23, 2025 | $0.28 |
DIS (JavierPrada) | Pay Day | Jul 23, 2025 | $0.50 |
HUM (JavierPrada) | Pay Day | Jul 25, 2025 | $0.88 |
KWEB | Pay Day | Dec 18, 2025 | $1.02 |
 INDA (JeppeKirkBonde) | Pay Day | Dec 20, 2025 | $0.40 |
TAN | Pay Day | Dec 27, 2025 | $0.17 |
Performance Metrics
Score 2.4/10
Beta
0.87
0.87
0
0.8
1.2
0
2
Sharpe Ratio
-0.04
-0.04
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.06
-0.06
-1
1
2
3
3
Jensen's Alpha
-6.39
-6.39
-7
0
2
4.5
4.5
Omega Ratio
0.58
0.58
0
1
1.5
2.5
2.5
Treynor Ratio
-0.07
-0.07
-1
0.75
1.25
2
2
Information Ratio
-0.63
-0.63
-1
0.3
0.6
1
1
Calmar Ratio
0.02
0.02
0
0.3
0.6
1
1
Beta
0.87
0.87
0
0.8
1.2
0
2
Sharpe Ratio
-0.04
-0.04
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.06
-0.06
-1
1
2
3
3
Jensen's Alpha
-6.39
-6.39
-7
0
2
4.5
4.5
Omega Ratio
0.58
0.58
0
1
1.5
2.5
2.5
Treynor Ratio
-0.07
-0.07
-1
0.75
1.25
2
2
Information Ratio
-0.63
-0.63
-1
0.3
0.6
1
1
Calmar Ratio
0.02
0.02
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
29.72
High:
VTR
356.78VTRLow:
DBD
-95.18DBDDetails
PEG Ratio
21.53
High:
KMX
886KMXLow:
ONC
-136.92ONCDetails
Price/Book
10.41
High:
MA
72.91MALow:
MTCH
-114.63MTCHDetails
Price/Sales
7.23
High:
ROIV
75.19ROIVLow:
AF.PA
0.06AF.PADetails
Price/CF
29.86
High:
AEHR
1,917.88AEHRLow:
ATADL.L
0.14ATADL.LDetails
Price/FCF
48.59
High:
VALE
565.82VALELow:ATADL.L
0.53ATADL.LDetails
P/E Ratio
29.72
High:VTR
356.78VTRLow:DBD
-95.18DBDDetails
PEG Ratio
21.53
High:KMX
886KMXLow:ONC
-136.92ONCDetails
Price/Book
10.41
High:MA
72.91MALow:MTCH
-114.63MTCHDetails
Price/Sales
7.23
High:ROIV
75.19ROIVLow:AF.PA
0.06AF.PADetails
Price/CF
29.86
High:AEHR
1,917.88AEHRLow:ATADL.L
0.14ATADL.LDetails
Price/FCF
48.59
High:VALE
565.82VALELow:ATADL.L
0.53ATADL.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-39.2% | Jul 2021 | Mar 2024 | 32 |
-17.08% | Dec 2024 | - | 5 |
-2.2% | Apr 2024 | May 2024 | 1 |
-1.62% | Jun 2024 | Sep 2024 | 3 |
-1.53% | Oct 2024 | Nov 2024 | 1 |