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-0.6%
This Month
+13.73%
Year To Date
+52.11%
2 Years
+26.56%
5 Years
+26.56%
10 Years
+6.06%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology17.63%
- 👥 Copy Trading15.59%
- 🧬 Health Technology10.02%
- 💰 Finance8.4%
- 📊 ETFs5.98%
- 🖥️ Technology Services5.6%
- ⛏️ Energy Minerals5.21%
- 💵 Cash5.11%
- 🚚 Transportation4.45%
- 🛠️ Producer Manufacturing3.15%
- 🚗 Consumer Durables3.08%
- 💇♀️ Consumer Services2.97%
- ⚡ Utilities2.57%
- 🪨 Non Energy Minerals2.28%
- 🛍️ Retail Trade2.02%
- 🧪 Process Industries1.38%
- 📦 Distribution Services0.74%
- 🏭 Industrial Services0.56%
- 🪙 Cryptocurrencies0.3%
- 🍞 Consumer Non Durables0.24%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq37.29%
- 🇺🇸 NYSE34.36%
- 🇩🇪 FRA5.66%
- 🇭🇰 Hong Kong Exchanges3.44%
- 🇫🇷 Euronext Paris3.41%
- 🇬🇧 LSE1.36%
- 🇺🇸 Chicago Board Options Exchange1.05%
- 🇮🇹 Borsa Italiana0.96%
- 🌍 Commodity0.75%
- 🇳🇱 Euronext Amsterdam0.62%
- 🇦🇺 Sydney0.62%
- 🇨🇭 SIX0.53%
- 🇪🇸 Bolsa De Madrid0.38%
- 🇵🇹 Euronext Lisbon0.32%
- 🇳🇴 Oslo Stock Exchange0.31%
- 🌍 Digital Currency0.3%
- 🇸🇪 Stockholm Stock Exchange0.3%
- 🇫🇮 Helsinki Stock Exchange0.22%
- 🇩🇰 Copenhagen Stock Exchange0.12%
- 🇦🇪 Dubai Financial Market0.05%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States52.81%
- 🇩🇪 Germany5.66%
- 🇨🇳 China4.33%
- 🇧🇷 Brazil3.23%
- 🇫🇷 France3.05%
- 🇬🇧 United Kingdom2.44%
- 🇧🇲 Bermuda2.28%
- 🇳🇱 Netherlands1.84%
- 🇨🇭 Switzerland1.64%
- 🇩🇰 Denmark1.14%
- 🇱🇺 Luxembourg0.87%
- 🇨🇾 Cyprus0.87%
- 🇨🇱 Chile0.73%
- 🇦🇺 Australia0.62%
- 🇮🇹 Italy0.59%
- 🇨🇦 Canada0.5%
- 🇫🇮 Finland0.44%
- 🇪🇸 Spain0.38%
- 🇲🇨 Monaco0.32%
- 🇵🇹 Portugal0.32%
- 🇳🇴 Norway0.31%
- 🇹🇼 Taiwan0.25%
- 🇸🇪 Sweden0.07%
- 🇬🇷 Greece0.04%
- 🇮🇪 Ireland0.03%
- 🇷🇺 Russia0.02%
- 🇮🇱 Israel0.02%
- 🇰🇷 South Korea0.01%
- 🇭🇰 Hong Kong0.01%
- 🇦🇷 Argentina0.01%
Dividends
Dividend Yield
2.17%
67 out of 94 instruments pay dividend.
67 dividend payments in the next 30 days.
Highest Dividend: $OGZDL.L (67.74%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 TK | 0.29% | 13.09% | - |
 ORC | 0.19% | 20.11% | $1.56 |
 PBR.A | 0.18% | 10.4% | $2.21 |
 triangulacapital | 0.15% | 4.97% | - |
 VNA.DE | 0.11% | 4.55% | $0.9 |
 ENGI.PA | 0.1% | 8.4% | $1.43 |
 O | 0.09% | 5.41% | $3.09 |
 Hedgewealth | 0.09% | 2.55% | - |
 CVX | 0.08% | 4.4% | $6.28 |
 VALE | 0.06% | 6.95% | $1.33 |
 PAH3.DE | 0.05% | 5.31% | $2.56 |
 BP.L | 0.04% | 5.9% | $0.23 |
 NE | 0.04% | 7.01% | $1.7 |
 FRO | 0.04% | 4.89% | $2.17 |
 JeppeKirkBonde | 0.04% | 1.45% | - |
 KWEB | 0.04% | 3% | - |
 GlobalLogistics | 0.03% | 2.38% | - |
 SQM | 0.03% | 4.14% | $1.36 |
 VTR | 0.03% | 2.74% | $1.8 |
 RWE.DE | 0.03% | 3.14% | $1 |
 ingruc | 0.02% | 2.79% | - |
 NVO | 0.02% | 2.23% | $0.98 |
 PFE | 0.02% | 6.92% | $1.66 |
 COP | 0.02% | 3.37% | $3.25 |
 JavierPrada | 0.02% | 2.64% | - |
 TTE.PA | 0.02% | 6.33% | $3.06 |
 GM | 0.02% | 0.93% | $0.42 |
 CS.PA | 0.02% | 5.45% | $1.98 |
 DHL.DE | 0.02% | 4.75% | $1.85 |
 XOP | 0.02% | 2.56% | - |
 EDP.LSB | 0.02% | 5.34% | $0.2 |
 NEXA | 0.02% | 2.11% | $0.19 |
 UPS | 0.02% | 7.74% | $6.5 |
 GGB | 0.01% | 3.15% | $0.22 |
 MTCH | 0.01% | 2.01% | - |
 GDEN | 0.01% | 4.04% | $0.5 |
 0700.HK | 0.01% | 0.74% | $3.4 |
 RPRX | 0.01% | 2.4% | $0.82 |
 9988.HK | 0.01% | 0.78% | $0.98 |
 LMT | 0.01% | 2.86% | $12.45 |
 EuropeDefense | 0.01% | 1.02% | - |
 NHY.OL | 0.01% | 3.38% | $2.5 |
 VIE.PA | 0.01% | 4.93% | $1.25 |
 STNG | 0.01% | 3.02% | $1.4 |
 DNUT | 0.01% | 3.08% | $0.14 |
 NOKIA.HE | 0.01% | 3.62% | $0.13 |
 RCL | 0.01% | 0.7% | - |
 MA | 0.01% | 0.5% | $2.46 |
 PNL.NV | 0.01% | 6.99% | $0.09 |
 ASML | 0.01% | 0.78% | $5.57 |
 OGZDL.L | 0.01% | 67.74% | - |
 AI-Revolution | 0.01% | 0.22% | - |
 BWA | 0.01% | 1.14% | $0.44 |
 ALB | 0.01% | 2% | $1.6 |
 V | 0% | 0.69% | $2.01 |
 STMPA.PA | 0% | 1.36% | $0.28 |
 TAN | 0% | 0.48% | - |
 EL | 0% | 1.57% | $2.64 |
 GOOG | 0% | 0.35% | $0.2 |
 GEBN.ZU | 0% | 2.14% | $12.7 |
 CQQQ | 0% | 0.25% | - |
 VBK.DE | 0% | 1.96% | $0.2 |
 TMO | 0% | 0.34% | $1.48 |
 IFX.DE | 0% | 1.11% | $0.35 |
 NVDA | 0% | 0.02% | $0.02 |
 ALO.PA | 0% | 1.56% | $0.24 |
 XBI | 0% | 0.04% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
GOOG | Ex-Dividend | Sep 8, 2025 | $0.21 |
 GOOGL (JeppeKirkBonde) | Ex-Dividend | Sep 8, 2025 | $0.21 |
GOOG (JavierPrada) | Ex-Dividend | Sep 8, 2025 | $0.21 |
GOOGL (JavierPrada) | Ex-Dividend | Sep 8, 2025 | $0.21 |
 FDX (GlobalLogistics) | Ex-Dividend | Sep 8, 2025 | $1.45 |
 CNI (GlobalLogistics) | Ex-Dividend | Sep 8, 2025 | $0.65 |
GOOG (Hedgewealth) | Ex-Dividend | Sep 8, 2025 | $0.21 |
GOOGL (AI-Revolution) | Ex-Dividend | Sep 8, 2025 | $0.21 |
 LSTR (GlobalLogistics) | Pay Day | Sep 9, 2025 | $0.40 |
CVX | Pay Day | Sep 10, 2025 | $1.71 |
RPRX | Pay Day | Sep 10, 2025 | $0.22 |
 OXY (JavierPrada) | Ex-Dividend | Sep 10, 2025 | $0.24 |
 SBLK (GlobalLogistics) | Pay Day | Sep 10, 2025 | $0.05 |
 INSW (GlobalLogistics) | Ex-Dividend | Sep 10, 2025 | $0.65 |
NVDA | Ex-Dividend | Sep 11, 2025 | $0.01 |
 MSFT (JeppeKirkBonde) | Pay Day | Sep 11, 2025 | $0.83 |
NVDA (JeppeKirkBonde) | Ex-Dividend | Sep 11, 2025 | $0.01 |
MSFT (JavierPrada) | Pay Day | Sep 11, 2025 | $0.83 |
MSFT (AI-Revolution) | Pay Day | Sep 11, 2025 | $0.83 |
NVDA (AI-Revolution) | Ex-Dividend | Sep 11, 2025 | $0.01 |
ALB | Ex-Dividend | Sep 12, 2025 | $0.40 |
FRO | Ex-Dividend | Sep 12, 2025 | $0.36 |
 NWG (triangulacapital) | Pay Day | Sep 12, 2025 | $0.26 |
 WY (JeppeKirkBonde) | Pay Day | Sep 12, 2025 | $0.21 |
FRO (GlobalLogistics) | Ex-Dividend | Sep 12, 2025 | $0.36 |
 SNDR (GlobalLogistics) | Ex-Dividend | Sep 12, 2025 | $0.10 |
GOOG | Pay Day | Sep 15, 2025 | $0.21 |
TMO | Ex-Dividend | Sep 15, 2025 | $0.43 |
BWA | Pay Day | Sep 15, 2025 | $0.17 |
O | Pay Day | Sep 15, 2025 | $0.27 |
 LDOS (JeppeKirkBonde) | Ex-Dividend | Sep 15, 2025 | $0.40 |
 B (JeppeKirkBonde) | Pay Day | Sep 15, 2025 | $0.15 |
GOOGL (JeppeKirkBonde) | Pay Day | Sep 15, 2025 | $0.21 |
GOOG (JavierPrada) | Pay Day | Sep 15, 2025 | $0.21 |
 HSY (JavierPrada) | Pay Day | Sep 15, 2025 | $1.37 |
GOOGL (JavierPrada) | Pay Day | Sep 15, 2025 | $0.21 |
 CSX (GlobalLogistics) | Pay Day | Sep 15, 2025 | $0.13 |
GOOG (Hedgewealth) | Pay Day | Sep 15, 2025 | $0.21 |
GOOGL (AI-Revolution) | Pay Day | Sep 15, 2025 | $0.21 |
 MRO.L (EuropeDefense) | Pay Day | Sep 15, 2025 | $0.03 |
EL | Pay Day | Sep 16, 2025 | $0.35 |
 BCS (triangulacapital) | Pay Day | Sep 16, 2025 | $0.16 |
 TSM (JeppeKirkBonde) | Ex-Dividend | Sep 16, 2025 | $0.82 |
 MCD (JavierPrada) | Pay Day | Sep 16, 2025 | $1.77 |
TSM (AI-Revolution) | Ex-Dividend | Sep 16, 2025 | $0.82 |
 NOC (JeppeKirkBonde) | Pay Day | Sep 17, 2025 | $2.31 |
 ODFL (GlobalLogistics) | Pay Day | Sep 17, 2025 | $0.28 |
GM | Pay Day | Sep 18, 2025 | $0.15 |
 CI (JavierPrada) | Pay Day | Sep 18, 2025 | $1.51 |
 EMG.L (ingruc) | Pay Day | Sep 19, 2025 | $0.06 |
 R (GlobalLogistics) | Pay Day | Sep 19, 2025 | $0.91 |
 D (JeppeKirkBonde) | Pay Day | Sep 20, 2025 | $0.67 |
STMPA.PA | Ex-Dividend | Sep 22, 2025 | $0.09 |
 AVGO (JeppeKirkBonde) | Ex-Dividend | Sep 22, 2025 | $0.59 |
 SES.MI (JavierPrada) | Ex-Dividend | Sep 22, 2025 | $1.17 |
 SHEL.L (ingruc) | Pay Day | Sep 22, 2025 | $0.36 |
 KNX (GlobalLogistics) | Pay Day | Sep 22, 2025 | $0.18 |
AVGO (AI-Revolution) | Ex-Dividend | Sep 22, 2025 | $0.59 |
 BLK (JeppeKirkBonde) | Pay Day | Sep 23, 2025 | $5.21 |
 ABDN.L (ingruc) | Pay Day | Sep 23, 2025 | $0.10 |
BLK (Hedgewealth) | Pay Day | Sep 23, 2025 | $5.21 |
STMPA.PA | Pay Day | Sep 24, 2025 | $0.09 |
FRO | Pay Day | Sep 24, 2025 | $0.36 |
SES.MI (JavierPrada) | Pay Day | Sep 24, 2025 | $1.17 |
 HBR.L (ingruc) | Pay Day | Sep 24, 2025 | $0.18 |
FRO (GlobalLogistics) | Pay Day | Sep 24, 2025 | $0.36 |
INSW (GlobalLogistics) | Pay Day | Sep 24, 2025 | $0.65 |
GDEN | Ex-Dividend | Sep 25, 2025 | $0.25 |
NE | Pay Day | Sep 25, 2025 | $0.50 |
LMT | Pay Day | Sep 26, 2025 | $3.30 |
 BNP.PA (triangulacapital) | Ex-Dividend | Sep 26, 2025 | $3.05 |
LMT (JeppeKirkBonde) | Pay Day | Sep 26, 2025 | $3.30 |
 HUM (JavierPrada) | Ex-Dividend | Sep 26, 2025 | $0.88 |
 CP (GlobalLogistics) | Ex-Dividend | Sep 26, 2025 | $0.17 |
 FMG.ASX (Hedgewealth) | Pay Day | Sep 26, 2025 | $0.39 |
ORC | Pay Day | Sep 29, 2025 | $0.12 |
 GS (JeppeKirkBonde) | Pay Day | Sep 29, 2025 | $4.00 |
CNI (GlobalLogistics) | Pay Day | Sep 29, 2025 | $0.65 |
BNP.PA (triangulacapital) | Pay Day | Sep 30, 2025 | $3.05 |
LDOS (JeppeKirkBonde) | Pay Day | Sep 30, 2025 | $0.40 |
AVGO (JeppeKirkBonde) | Pay Day | Sep 30, 2025 | $0.59 |
 PEP (JavierPrada) | Pay Day | Sep 30, 2025 | $1.42 |
 DE (JavierPrada) | Ex-Dividend | Sep 30, 2025 | $1.62 |
 IMB.L (ingruc) | Pay Day | Sep 30, 2025 | $0.53 |
 UNP (GlobalLogistics) | Pay Day | Sep 30, 2025 | $1.38 |
 ZTO (GlobalLogistics) | Ex-Dividend | Sep 30, 2025 | $0.30 |
AVGO (AI-Revolution) | Pay Day | Sep 30, 2025 | $0.59 |
 BAB.L (EuropeDefense) | Pay Day | Sep 30, 2025 | $0.06 |
ALB | Pay Day | Oct 1, 2025 | $0.40 |
TTE.PA | Ex-Dividend | Oct 1, 2025 | $0.97 |
 NKE (JavierPrada) | Pay Day | Oct 1, 2025 | $0.40 |
FDX (GlobalLogistics) | Pay Day | Oct 1, 2025 | $1.45 |
NVDA | Pay Day | Oct 2, 2025 | $0.01 |
NVDA (JeppeKirkBonde) | Pay Day | Oct 2, 2025 | $0.01 |
 CHRW (GlobalLogistics) | Pay Day | Oct 2, 2025 | $0.62 |
NVDA (AI-Revolution) | Pay Day | Oct 2, 2025 | $0.01 |
TTE.PA | Pay Day | Oct 3, 2025 | $0.97 |
MTCH | Ex-Dividend | Oct 3, 2025 | $0.19 |
GDEN | Pay Day | Oct 3, 2025 | $0.25 |
 SRP.L (EuropeDefense) | Pay Day | Oct 3, 2025 | $0.02 |
 WERN (GlobalLogistics) | Ex-Dividend | Oct 6, 2025 | $0.14 |
TSM (JeppeKirkBonde) | Pay Day | Oct 9, 2025 | $0.82 |
SNDR (GlobalLogistics) | Pay Day | Oct 9, 2025 | $0.10 |
TSM (AI-Revolution) | Pay Day | Oct 9, 2025 | $0.82 |
 YMM (GlobalLogistics) | Ex-Dividend | Oct 10, 2025 | $0.10 |
TMO | Pay Day | Oct 15, 2025 | $0.43 |
OXY (JavierPrada) | Pay Day | Oct 15, 2025 | $0.24 |
 PUK (triangulacapital) | Pay Day | Oct 16, 2025 | $0.15 |
 SNR.L (EuropeDefense) | Ex-Dividend | Oct 16, 2025 | $0.01 |
MTCH | Pay Day | Oct 17, 2025 | $0.19 |
WERN (GlobalLogistics) | Pay Day | Oct 22, 2025 | $0.14 |
 SIG (ingruc) | Ex-Dividend | Oct 24, 2025 | $0.32 |
CP (GlobalLogistics) | Pay Day | Oct 27, 2025 | $0.17 |
YMM (GlobalLogistics) | Pay Day | Oct 27, 2025 | $0.10 |
HUM (JavierPrada) | Pay Day | Oct 31, 2025 | $0.88 |
ZTO (GlobalLogistics) | Pay Day | Oct 31, 2025 | $0.30 |
DE (JavierPrada) | Pay Day | Nov 10, 2025 | $1.62 |
SNR.L (EuropeDefense) | Pay Day | Nov 14, 2025 | $0.01 |
SIG (ingruc) | Pay Day | Nov 21, 2025 | $0.32 |
 MC.PA (JeppeKirkBonde) | Ex-Dividend | Dec 2, 2025 | $6.47 |
 CDI.PA (JeppeKirkBonde) | Ex-Dividend | Dec 2, 2025 | $7.07 |
MC.PA (JavierPrada) | Ex-Dividend | Dec 2, 2025 | $6.47 |
MC.PA (JeppeKirkBonde) | Pay Day | Dec 4, 2025 | $6.47 |
CDI.PA (JeppeKirkBonde) | Pay Day | Dec 4, 2025 | $7.07 |
MC.PA (JavierPrada) | Pay Day | Dec 4, 2025 | $6.47 |
 TEF.MC (ingruc) | Ex-Dividend | Dec 16, 2025 | $0.17 |
KWEB | Pay Day | Dec 18, 2025 | $0.00 |
TEF.MC (ingruc) | Pay Day | Dec 18, 2025 | $0.17 |
 INDA (JeppeKirkBonde) | Pay Day | Dec 20, 2025 | $0.00 |
CQQQ | Pay Day | Dec 27, 2025 | $0.00 |
TAN | Pay Day | Dec 27, 2025 | $0.00 |
Performance Metrics
Score 3/10
Beta
0.9
0.9
0
0.8
1.2
0
2
Sharpe Ratio
0.21
0.21
0
0.5
1
1.5
1.5
Sortino Ratio
0.32
0.32
0
1
2
3
3
Jensen's Alpha
-4.49
-4.49
-5
0
2
4.5
4.5
Omega Ratio
0.67
0.67
0
1
1.5
2.5
2.5
Treynor Ratio
0.35
0.35
0
0.75
1.25
2
2
Information Ratio
-0.48
-0.48
-1
0.3
0.6
1
1
Calmar Ratio
0.14
0.14
0
0.3
0.6
1
1
Beta
0.9
0.9
0
0.8
1.2
0
2
Sharpe Ratio
0.21
0.21
0
0.5
1
1.5
1.5
Sortino Ratio
0.32
0.32
0
1
2
3
3
Jensen's Alpha
-4.49
-4.49
-5
0
2
4.5
4.5
Omega Ratio
0.67
0.67
0
1
1.5
2.5
2.5
Treynor Ratio
0.35
0.35
0
0.75
1.25
2
2
Information Ratio
-0.48
-0.48
-1
0.3
0.6
1
1
Calmar Ratio
0.14
0.14
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
42.32
High:
BP.L
159.96BP.LLow:
ONC
-185.56ONCDetails
PEG Ratio
31.1
High:
VIE.PA
1,469.16VIE.PALow:
TEAM
-1,128.33TEAMDetails
Price/Book
17.91
High:
OCGN
98.56OCGNLow:
MTCH
-39.16MTCHDetails
Price/Sales
12.71
High:
ROIV
368.06ROIVLow:
NKLAQ
0.01NKLAQDetails
Price/CF
37.5
High:
ENGI.PA
216.75ENGI.PALow:
ATADL.L
0.14ATADL.LDetails
Price/FCF
55.25
High:
VALE
565.82VALELow:ATADL.L
0.53ATADL.LDetails
P/E Ratio
42.32
High:BP.L
159.96BP.LLow:ONC
-185.56ONCDetails
PEG Ratio
31.1
High:VIE.PA
1,469.16VIE.PALow:TEAM
-1,128.33TEAMDetails
Price/Book
17.91
High:OCGN
98.56OCGNLow:MTCH
-39.16MTCHDetails
Price/Sales
12.71
High:ROIV
368.06ROIVLow:NKLAQ
0.01NKLAQDetails
Price/CF
37.5
High:ENGI.PA
216.75ENGI.PALow:ATADL.L
0.14ATADL.LDetails
Price/FCF
55.25
High:VALE
565.82VALELow: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 |
-2.2% | Apr 2024 | May 2024 | 1 |
-1.62% | Jun 2024 | Sep 2024 | 3 |
-1.53% | Oct 2024 | Nov 2024 | 1 |
-0.6% | Sep 2025 | - | 1 |