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+3.9%
This Month
+3.9%
Year To Date
+54%
2 Years
+42.1%
5 Years
+42.1%
10 Years
+8.45%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology27.54%
- 🧬 Health Technology17.97%
- 👥 Copy Trading17.23%
- 📊 ETFs5.93%
- ⛏️ Energy Minerals4.98%
- 🚚 Transportation4.51%
- 💰 Finance4.22%
- 🖥️ Technology Services4.18%
- ⚡ Utilities3.09%
- 🛍️ Retail Trade2.08%
- 💇♀️ Consumer Services2.02%
- 🛠️ Producer Manufacturing1.64%
- 🧪 Process Industries1.29%
- 🚗 Consumer Durables0.9%
- 📦 Distribution Services0.88%
- 💵 Cash0.58%
- 🏭 Industrial Services0.57%
- 🍞 Consumer Non Durables0.28%
- 🪙 Cryptocurrencies0.16%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq54.87%
- 🇺🇸 NYSE25.16%
- 🇩🇪 FRA5.16%
- 🇫🇷 Euronext Paris4.45%
- 🇭🇰 Hong Kong Exchanges3.59%
- 🇬🇧 LSE1.49%
- 🇺🇸 Chicago Board Options Exchange1.15%
- 🇳🇴 Oslo Stock Exchange0.67%
- 🇮🇹 Borsa Italiana0.63%
- 🇨🇭 SIX0.32%
- 🇵🇹 Euronext Lisbon0.31%
- 🇦🇪 Dubai Financial Market0.27%
- 🇳🇱 Euronext Amsterdam0.26%
- 🌍 Commodity0.21%
- 🌍 Digital Currency0.16%
- 🇪🇸 Bolsa De Madrid0.15%
- 🇸🇪 Stockholm Stock Exchange0.11%
- 🇩🇰 Copenhagen Stock Exchange0.1%
- 🇫🇮 Helsinki Stock Exchange0.02%
- Regular Trading Hours - RTH0.01%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States61.65%
- 🇩🇪 Germany5.16%
- 🇬🇧 United Kingdom4.66%
- 🇫🇷 France4.14%
- 🇨🇳 China3.85%
- 🇧🇲 Bermuda2.31%
- 🇧🇷 Brazil1.97%
- 🇳🇱 Netherlands1.61%
- 🇨🇱 Chile1.15%
- 🇩🇰 Denmark1.1%
- 🇨🇾 Cyprus0.9%
- 🇳🇴 Norway0.67%
- 🇮🇹 Italy0.63%
- 🇨🇭 Switzerland0.6%
- 🇨🇦 Canada0.56%
- 🇹🇼 Taiwan0.34%
- 🇲🇨 Monaco0.32%
- 🇵🇹 Portugal0.31%
- 🇪🇸 Spain0.15%
- 🇸🇪 Sweden0.11%
- 🇱🇺 Luxembourg0.05%
- 🇬🇷 Greece0.03%
- 🇰🇷 South Korea0.02%
- 🇷🇺 Russia0.02%
- 🇮🇱 Israel0.02%
- 🇫🇮 Finland0.02%
- 🇦🇷 Argentina0.01%
- 🇮🇪 Ireland0.01%
- 🇭🇰 Hong Kong0.01%
Dividends
Dividend Yield
1.17%
48 out of 82 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $OGZDL.L (67.74%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 PBR.A | 0.15% | 9.24% | $2.21 |
 triangulacapital | 0.14% | 3.77% | - |
 VNA.DE | 0.09% | 5.1% | $0.9 |
 ENGI.PA | 0.09% | 6.24% | $1.43 |
 CVX | 0.07% | 4.13% | $6.28 |
 PAH3.DE | 0.05% | 5.34% | $2.56 |
 Hedgewealth | 0.05% | 1.25% | - |
 BP.L | 0.04% | 5.58% | $0.23 |
 NE | 0.03% | 6.08% | $1.7 |
 FRO | 0.03% | 3.59% | $2.17 |
 JeppeKirkBonde | 0.03% | 1% | - |
 RWE.DE | 0.03% | 2.13% | $1 |
 GlobalLogistics | 0.02% | 1.59% | - |
 ingruc | 0.02% | 2.4% | - |
 NVO | 0.02% | 2.03% | $0.98 |
 JavierPrada | 0.02% | 2.58% | - |
 PFE | 0.02% | 6.77% | $1.66 |
 COP | 0.02% | 3.32% | $3.25 |
 TTE.PA | 0.02% | 5.92% | $3.06 |
 CS.PA | 0.02% | 5.61% | $1.98 |
 DHL.DE | 0.02% | 4.03% | $1.85 |
 EDP.LSB | 0.02% | 4.83% | $0.2 |
 UPS | 0.01% | 6.21% | $6.5 |
 MTCH | 0.01% | 2.49% | - |
 GDEN | 0.01% | 3.58% | $0.5 |
 0700.HK | 0.01% | 0.75% | $3.4 |
 RPRX | 0.01% | 2.29% | $0.82 |
 AI-Revolution | 0.01% | 0.37% | - |
 9988.HK | 0.01% | 0.63% | $0.98 |
 RCL | 0.01% | 1.3% | - |
 LMT | 0.01% | 2.32% | $12.45 |
 EuropeDefense | 0.01% | 0.8% | - |
 VIE.PA | 0.01% | 4.82% | $1.25 |
 STNG | 0.01% | 2.79% | $1.4 |
 MA | 0.01% | 0.59% | $2.46 |
 ASML | 0.01% | 0.47% | $5.57 |
 BWA | 0.01% | 1.2% | $0.44 |
 PNL.NV | 0.01% | 6.76% | $0.09 |
 OGZDL.L | 0.01% | 67.74% | - |
 NVDA | 0.01% | 0.02% | $0.02 |
 DNUT | 0% | 1.99% | $0.14 |
 V | 0% | 0.75% | $2.01 |
 STMPA.PA | 0% | 1.31% | $0.28 |
 EL | 0% | 1.23% | $2.64 |
 GOOG | 0% | 0.26% | $0.2 |
 GEBN.ZU | 0% | 2.14% | $12.7 |
 IFX.DE | 0% | 0.88% | $0.35 |
 ITUB | 0% | -0.44% | $-0.15 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.2/10
Beta
0.91
0.91
0
0.8
1.2
0
2
Sharpe Ratio
0.27
0.27
0
0.5
1
1.5
1.5
Sortino Ratio
0.42
0.42
0
1
2
3
3
Jensen's Alpha
-4.05
-4.05
-5
0
2
4.5
4.5
Omega Ratio
0.69
0.69
0
1
1.5
2.5
2.5
Treynor Ratio
0.44
0.44
0
0.75
1.25
2
2
Information Ratio
-0.43
-0.43
-1
0.3
0.6
1
1
Calmar Ratio
0.17
0.17
0
0.3
0.6
1
1
Beta
0.91
0.91
0
0.8
1.2
0
2
Sharpe Ratio
0.27
0.27
0
0.5
1
1.5
1.5
Sortino Ratio
0.42
0.42
0
1
2
3
3
Jensen's Alpha
-4.05
-4.05
-5
0
2
4.5
4.5
Omega Ratio
0.69
0.69
0
1
1.5
2.5
2.5
Treynor Ratio
0.44
0.44
0
0.75
1.25
2
2
Information Ratio
-0.43
-0.43
-1
0.3
0.6
1
1
Calmar Ratio
0.17
0.17
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
42.05
High:
UN0.DE
238.91UN0.DELow:
TEAM
-167.7TEAMDetails
PEG Ratio
88.85
High:VIE.PA
1,495.77VIE.PALow:TEAM
-314.34TEAMDetails
Price/Book
23.06
High:
OCGN
147.66OCGNLow:MTCH
-32.93MTCHDetails
Price/Sales
16.63
High:
ROIV
769.75ROIVLow:
RVPH
-RVPHDetails
Price/CF
44.83
High:ENGI.PA
216.75ENGI.PALow:
ATADL.L
0.14ATADL.LDetails
Price/FCF
57.47
High:EDP.LSB
466.44EDP.LSBLow:ATADL.L
0.53ATADL.LDetails
P/E Ratio
42.05
High:UN0.DE
238.91UN0.DELow:TEAM
-167.7TEAMDetails
PEG Ratio
88.85
High:VIE.PA
1,495.77VIE.PALow:TEAM
-314.34TEAMDetails
Price/Book
23.06
High:OCGN
147.66OCGNLow:MTCH
-32.93MTCHDetails
Price/Sales
16.63
High:ROIV
769.75ROIVLow:RVPH
-RVPHDetails
Price/CF
44.83
High:ENGI.PA
216.75ENGI.PALow:ATADL.L
0.14ATADL.LDetails
Price/FCF
57.47
High:EDP.LSB
466.44EDP.LSBLow:ATADL.L
0.53ATADL.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-39.2% | Jul 2021 | Mar 2024 | 32 |
-12.72% | Dec 2024 | Jun 2025 | 6 |
-3.9% | Nov 2025 | Jan 2026 | 2 |
-2.2% | Apr 2024 | May 2024 | 1 |
-1.62% | Jun 2024 | Sep 2024 | 3 |
-1.53% | Oct 2024 | Nov 2024 | 1 |