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-0.07%
Today
+2.11%
This Month
-0.02%
Year To Date
+27%
2 Years
+11.26%
5 Years
+2.89%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology19.14%
- 👥 Copy Trading15.96%
- 🧬 Health Technology8.22%
- ⛏️ Energy Minerals6.77%
- 📊 ETFs5.83%
- 💰 Finance5.76%
- 🚗 Consumer Durables4.98%
- 🚚 Transportation4.79%
- 🖥️ Technology Services4.69%
- ⚡ Utilities2.96%
- 🛠️ Producer Manufacturing2.8%
- 💇♀️ Consumer Services2.64%
- 🧪 Process Industries2.63%
- 🪨 Non Energy Minerals2.47%
- 🍞 Consumer Non Durables2.28%
- 🛍️ Retail Trade2.08%
- 💵 Cash1.17%
- 📦 Distribution Services0.65%
- 🏭 Industrial Services0.59%
- 🪙 Cryptocurrencies0.43%
- 🏥 Health Services0.39%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE38.81%
- 🇺🇸 Nasdaq38.59%
- 🇩🇪 FRA3.89%
- 🇫🇷 Euronext Paris3.84%
- 🇭🇰 Hong Kong Exchanges3.05%
- 🇬🇧 LSE1.88%
- 🇺🇸 Chicago Board Options Exchange1.07%
- 🇮🇹 Borsa Italiana0.78%
- 🇳🇱 Euronext Amsterdam0.64%
- 🇦🇺 Sydney0.59%
- 🌍 Digital Currency0.43%
- 🇩🇰 Copenhagen Stock Exchange0.41%
- 🇨🇭 SIX0.36%
- 🇵🇹 Euronext Lisbon0.34%
- 🇪🇸 Bolsa De Madrid0.3%
- 🇫🇮 Helsinki Stock Exchange0.3%
- 🇸🇪 Stockholm Stock Exchange0.3%
- 🇳🇴 Oslo Stock Exchange0.28%
- 🇦🇪 Dubai Financial Market0.05%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States55.27%
- 🇨🇳 China5.32%
- 🇩🇪 Germany3.89%
- 🇫🇷 France3.45%
- 🇧🇷 Brazil3.42%
- 🇬🇧 United Kingdom3.26%
- 🇧🇲 Bermuda2.67%
- 🇱🇺 Luxembourg2.56%
- 🇳🇱 Netherlands2.44%
- 🇨🇭 Switzerland1.05%
- 🇨🇾 Cyprus0.8%
- 🇳🇴 Norway0.8%
- 🇨🇦 Canada0.61%
- 🇦🇺 Australia0.59%
- 🇨🇱 Chile0.59%
- 🇫🇮 Finland0.56%
- 🇩🇰 Denmark0.41%
- 🇵🇹 Portugal0.34%
- 🇪🇸 Spain0.3%
- 🇮🇹 Italy0.3%
- 🇲🇨 Monaco0.27%
- 🇹🇼 Taiwan0.26%
- 🇯🇵 Japan0.09%
- 🇮🇪 Ireland0.04%
- 🇬🇷 Greece0.04%
- 🇸🇪 Sweden0.04%
- 🇮🇱 Israel0.04%
- 🇷🇺 Russia0.02%
- 🇰🇷 South Korea0.01%
- 🇭🇰 Hong Kong0.01%
Dividends
Dividend Yield
2.41%
69 out of 103 instruments pay dividend.
66 dividend payments in the next 30 days.
Highest Dividend: $OGZDL.L (67.74%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 TK | 0.33% | 13.09% | - |
 PBR.A | 0.23% | 12.33% | $2.21 |
 AMBP | 0.16% | 10.19% | $0.4 |
 Hedgewealth | 0.15% | 4.01% | - |
 triangulacapital | 0.15% | 4.46% | - |
 ENGI.PA | 0.11% | 7.7% | $1.43 |
 O | 0.11% | 5.69% | $3.09 |
 CVX | 0.09% | 4.87% | $6.28 |
 VALE | 0.06% | 7.83% | $1.33 |
 PAH3.DE | 0.06% | 5.55% | $2.56 |
 FRO | 0.05% | 7.37% | $2.17 |
 BP.L | 0.05% | 6.88% | $0.23 |
 NE | 0.04% | 7.56% | $1.7 |
 GlobalLogistics | 0.04% | 2.95% | - |
 F | 0.04% | 7.44% | $0.78 |
 JeppeKirkBonde | 0.04% | 1.5% | - |
 KWEB | 0.04% | 3.17% | - |
 VTR | 0.03% | 2.94% | $1.8 |
 RWE.DE | 0.03% | 3.31% | $1 |
 ingruc | 0.03% | 3.09% | - |
 SHEL.L | 0.03% | 4.36% | $0.8 |
 JavierPrada | 0.03% | 2.96% | - |
 PFE | 0.02% | 7.35% | $1.66 |
 SQM | 0.02% | 4.14% | $1.36 |
 COP | 0.02% | 3.63% | $3.25 |
 TTE.PA | 0.02% | 6.21% | $3.06 |
 XOP | 0.02% | 2.93% | - |
 CS.PA | 0.02% | 5.05% | $1.98 |
 DHL.DE | 0.02% | 4.59% | $1.85 |
 GM | 0.02% | 1.08% | $0.42 |
 EDP.LSB | 0.02% | 5.66% | $0.2 |
 NEXA | 0.02% | 2.03% | $0.19 |
 UPS | 0.02% | 6.73% | $6.5 |
 GGB | 0.02% | 3.44% | $0.22 |
 GDEN | 0.01% | 3.72% | $0.5 |
 0700.HK | 0.01% | 0.88% | $3.4 |
 RPRX | 0.01% | 2.58% | $0.82 |
 DNUT | 0.01% | 4.75% | $0.14 |
 9988.HK | 0.01% | 0.87% | $0.98 |
 MTCH | 0.01% | 1.8% | - |
 LMT | 0.01% | 2.75% | $12.45 |
 NHY.OL | 0.01% | 4.13% | $2.5 |
 VIE.PA | 0.01% | 4.63% | $1.25 |
 STNG | 0.01% | 4.06% | $1.4 |
 NKE | 0.01% | 2.5% | $1.45 |
 FRE.DE | 0.01% | 2.26% | - |
 RCL | 0.01% | 0.9% | - |
 NOKIA.HE | 0.01% | 2.75% | $0.13 |
 PNL.NV | 0.01% | 7.58% | $0.09 |
 MA | 0.01% | 0.49% | $2.46 |
 OGZDL.L | 0.01% | 67.74% | - |
 ASML | 0.01% | 0.79% | $5.57 |
 AI-Revolution | 0.01% | 0.23% | - |
 ALB | 0.01% | 2.74% | $1.6 |
 BWA | 0.01% | 1.37% | $0.44 |
 EL | 0.01% | 2.51% | $2.64 |
 V | 0.01% | 0.62% | $2.01 |
 STMPA.PA | 0% | 1.25% | $0.28 |
 TAN | 0% | 0.58% | - |
 GOOG | 0% | 0.47% | $0.2 |
 GEBN.ZU | 0% | 2.01% | $12.7 |
 VBK.DE | 0% | 2.13% | $0.2 |
 IFX.DE | 0% | 0.98% | $0.35 |
 NVDA | 0% | 0.03% | $0.02 |
 CQQQ | 0% | 0.26% | - |
 ALO.PA | 0% | 1.56% | $0.24 |
 XBI | 0% | 0.17% | - |
 SNR.L | 0% | 1.4% | $0.02 |
 ITUB | 0% | -4.8% | $-0.15 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
GOOG | Ex-Dividend | Jun 9, 2025 | $0.21 |
 GOOGL (JeppeKirkBonde) | Ex-Dividend | Jun 9, 2025 | $0.21 |
GOOG (JavierPrada) | Ex-Dividend | Jun 9, 2025 | $0.21 |
GOOGL (JavierPrada) | Ex-Dividend | Jun 9, 2025 | $0.21 |
 KNX (GlobalLogistics) | Ex-Dividend | Jun 9, 2025 | $0.18 |
 CNI (GlobalLogistics) | Ex-Dividend | Jun 9, 2025 | $0.64 |
GOOG (Hedgewealth) | Ex-Dividend | Jun 9, 2025 | $0.21 |
GOOGL (AI-Revolution) | Ex-Dividend | Jun 9, 2025 | $0.21 |
CVX | Pay Day | Jun 10, 2025 | $1.71 |
RPRX | Pay Day | Jun 10, 2025 | $0.22 |
 OXY (JavierPrada) | Ex-Dividend | Jun 10, 2025 | $0.24 |
NVDA | Ex-Dividend | Jun 11, 2025 | $0.01 |
9988.HK | Ex-Dividend | Jun 11, 2025 | $0.25 |
NVDA (JeppeKirkBonde) | Ex-Dividend | Jun 11, 2025 | $0.01 |
NVDA (AI-Revolution) | Ex-Dividend | Jun 11, 2025 | $0.01 |
FRO | Ex-Dividend | Jun 12, 2025 | $0.18 |
 LAND.L (triangulacapital) | Ex-Dividend | Jun 12, 2025 | $0.16 |
 MSFT (JeppeKirkBonde) | Pay Day | Jun 12, 2025 | $0.83 |
 BABA (JeppeKirkBonde) | Ex-Dividend | Jun 12, 2025 | $0.95 |
 TSM (JeppeKirkBonde) | Ex-Dividend | Jun 12, 2025 | $0.68 |
MSFT (JavierPrada) | Pay Day | Jun 12, 2025 | $0.83 |
BABA (JavierPrada) | Ex-Dividend | Jun 12, 2025 | $0.95 |
FRO (GlobalLogistics) | Ex-Dividend | Jun 12, 2025 | $0.18 |
 INSW (GlobalLogistics) | Ex-Dividend | Jun 12, 2025 | $0.60 |
MSFT (AI-Revolution) | Pay Day | Jun 12, 2025 | $0.83 |
BABA (AI-Revolution) | Ex-Dividend | Jun 12, 2025 | $0.95 |
TSM (AI-Revolution) | Ex-Dividend | Jun 12, 2025 | $0.68 |
PFE | Pay Day | Jun 13, 2025 | $0.43 |
ALB | Ex-Dividend | Jun 13, 2025 | $0.40 |
O | Pay Day | Jun 13, 2025 | $0.27 |
 WY (JeppeKirkBonde) | Pay Day | Jun 13, 2025 | $0.21 |
PFE (JavierPrada) | Pay Day | Jun 13, 2025 | $0.43 |
PFE (ingruc) | Pay Day | Jun 13, 2025 | $0.43 |
 CSX (GlobalLogistics) | Pay Day | Jun 13, 2025 | $0.13 |
 SNDR (GlobalLogistics) | Ex-Dividend | Jun 13, 2025 | $0.10 |
GOOG | Pay Day | Jun 16, 2025 | $0.21 |
EL | Pay Day | Jun 16, 2025 | $0.35 |
BWA | Pay Day | Jun 16, 2025 | $0.11 |
STNG | Pay Day | Jun 16, 2025 | $0.40 |
 META (JeppeKirkBonde) | Ex-Dividend | Jun 16, 2025 | $0.52 |
 LDOS (JeppeKirkBonde) | Ex-Dividend | Jun 16, 2025 | $0.40 |
 B (JeppeKirkBonde) | Pay Day | Jun 16, 2025 | $0.10 |
GOOGL (JeppeKirkBonde) | Pay Day | Jun 16, 2025 | $0.21 |
GOOG (JavierPrada) | Pay Day | Jun 16, 2025 | $0.21 |
META (JavierPrada) | Ex-Dividend | Jun 16, 2025 | $0.52 |
 MCD (JavierPrada) | Pay Day | Jun 16, 2025 | $1.77 |
 HSY (JavierPrada) | Pay Day | Jun 16, 2025 | $1.37 |
GOOGL (JavierPrada) | Pay Day | Jun 16, 2025 | $0.21 |
 EXPD (GlobalLogistics) | Pay Day | Jun 16, 2025 | $0.77 |
STNG (GlobalLogistics) | Pay Day | Jun 16, 2025 | $0.40 |
GOOG (Hedgewealth) | Pay Day | Jun 16, 2025 | $0.21 |
 MRK (Hedgewealth) | Ex-Dividend | Jun 16, 2025 | $0.81 |
META (AI-Revolution) | Ex-Dividend | Jun 16, 2025 | $0.52 |
GOOGL (AI-Revolution) | Pay Day | Jun 16, 2025 | $0.21 |
 TEF.MC (ingruc) | Ex-Dividend | Jun 17, 2025 | $0.17 |
NE | Pay Day | Jun 18, 2025 | $0.50 |
 NOC (JeppeKirkBonde) | Pay Day | Jun 18, 2025 | $2.31 |
 CI (JavierPrada) | Pay Day | Jun 18, 2025 | $1.51 |
 ODFL (GlobalLogistics) | Pay Day | Jun 18, 2025 | $0.28 |
TTE.PA | Ex-Dividend | Jun 19, 2025 | $0.88 |
GM | Pay Day | Jun 19, 2025 | $0.15 |
TEF.MC (ingruc) | Pay Day | Jun 19, 2025 | $0.17 |
 HSBC (triangulacapital) | Pay Day | Jun 20, 2025 | $0.50 |
 R (GlobalLogistics) | Pay Day | Jun 20, 2025 | $0.81 |
 SBLK (GlobalLogistics) | Pay Day | Jun 20, 2025 | $0.05 |
SHEL.L | Pay Day | Jun 23, 2025 | $0.36 |
STMPA.PA | Ex-Dividend | Jun 23, 2025 | $0.09 |
 BLK (JeppeKirkBonde) | Pay Day | Jun 23, 2025 | $5.21 |
SHEL.L (ingruc) | Pay Day | Jun 23, 2025 | $0.36 |
KNX (GlobalLogistics) | Pay Day | Jun 23, 2025 | $0.18 |
 PST.MI (GlobalLogistics) | Ex-Dividend | Jun 23, 2025 | $0.86 |
BLK (Hedgewealth) | Pay Day | Jun 23, 2025 | $5.21 |
FRO | Pay Day | Jun 24, 2025 | $0.18 |
 DIS (JavierPrada) | Ex-Dividend | Jun 24, 2025 | $0.50 |
 LSTR (GlobalLogistics) | Pay Day | Jun 24, 2025 | $0.40 |
FRO (GlobalLogistics) | Pay Day | Jun 24, 2025 | $0.18 |
STMPA.PA | Pay Day | Jun 25, 2025 | $0.09 |
GDEN | Ex-Dividend | Jun 25, 2025 | $0.25 |
PST.MI (GlobalLogistics) | Pay Day | Jun 25, 2025 | $0.86 |
 SU (Hedgewealth) | Pay Day | Jun 25, 2025 | $0.41 |
META (JeppeKirkBonde) | Pay Day | Jun 26, 2025 | $0.52 |
META (JavierPrada) | Pay Day | Jun 26, 2025 | $0.52 |
INSW (GlobalLogistics) | Pay Day | Jun 26, 2025 | $0.60 |
META (AI-Revolution) | Pay Day | Jun 26, 2025 | $0.52 |
LMT | Pay Day | Jun 27, 2025 | $3.30 |
LMT (JeppeKirkBonde) | Pay Day | Jun 27, 2025 | $3.30 |
 GS (JeppeKirkBonde) | Pay Day | Jun 27, 2025 | $3.00 |
 HUM (JavierPrada) | Ex-Dividend | Jun 27, 2025 | $0.88 |
 CP (GlobalLogistics) | Ex-Dividend | Jun 27, 2025 | $0.16 |
VTR | Ex-Dividend | Jun 30, 2025 | $0.48 |
LDOS (JeppeKirkBonde) | Pay Day | Jun 30, 2025 | $0.40 |
 PEP (JavierPrada) | Pay Day | Jun 30, 2025 | $1.42 |
 DE (JavierPrada) | Ex-Dividend | Jun 30, 2025 | $1.62 |
 UNP (GlobalLogistics) | Pay Day | Jun 30, 2025 | $1.34 |
CNI (GlobalLogistics) | Pay Day | Jun 30, 2025 | $0.64 |
NKE | Pay Day | Jul 1, 2025 | $0.40 |
ALB | Pay Day | Jul 1, 2025 | $0.40 |
TTE.PA | Pay Day | Jul 1, 2025 | $0.88 |
NKE (JavierPrada) | Pay Day | Jul 1, 2025 | $0.40 |
 CHRW (GlobalLogistics) | Pay Day | Jul 1, 2025 | $0.62 |
NVDA | Pay Day | Jul 3, 2025 | $0.01 |
MTCH | Ex-Dividend | Jul 3, 2025 | $0.19 |
9988.HK | Pay Day | Jul 3, 2025 | $0.25 |
RCL | Pay Day | Jul 3, 2025 | $0.75 |
 JPM (JeppeKirkBonde) | Ex-Dividend | Jul 3, 2025 | $1.40 |
NVDA (JeppeKirkBonde) | Pay Day | Jul 3, 2025 | $0.01 |
NVDA (AI-Revolution) | Pay Day | Jul 3, 2025 | $0.01 |
 IBE.MC (JeppeKirkBonde) | Ex-Dividend | Jul 4, 2025 | $0.46 |
 WERN (GlobalLogistics) | Ex-Dividend | Jul 7, 2025 | $0.14 |
MRK (Hedgewealth) | Pay Day | Jul 8, 2025 | $0.81 |
GDEN | Pay Day | Jul 9, 2025 | $0.25 |
BABA (JeppeKirkBonde) | Pay Day | Jul 10, 2025 | $0.95 |
TSM (JeppeKirkBonde) | Pay Day | Jul 10, 2025 | $0.68 |
BABA (JavierPrada) | Pay Day | Jul 10, 2025 | $0.95 |
SNDR (GlobalLogistics) | Pay Day | Jul 10, 2025 | $0.10 |
BABA (AI-Revolution) | Pay Day | Jul 10, 2025 | $0.95 |
TSM (AI-Revolution) | Pay Day | Jul 10, 2025 | $0.68 |
OXY (JavierPrada) | Pay Day | Jul 15, 2025 | $0.24 |
VTR | Pay Day | Jul 17, 2025 | $0.48 |
MTCH | Pay Day | Jul 18, 2025 | $0.19 |
DIS (JavierPrada) | Pay Day | Jul 23, 2025 | $0.50 |
WERN (GlobalLogistics) | Pay Day | Jul 23, 2025 | $0.14 |
LAND.L (triangulacapital) | Pay Day | Jul 25, 2025 | $0.16 |
HUM (JavierPrada) | Pay Day | Jul 25, 2025 | $0.88 |
 SIG (ingruc) | Ex-Dividend | Jul 25, 2025 | $0.32 |
CP (GlobalLogistics) | Pay Day | Jul 28, 2025 | $0.16 |
IBE.MC (JeppeKirkBonde) | Pay Day | Jul 30, 2025 | $0.46 |
 0992.HK (ingruc) | Ex-Dividend | Jul 30, 2025 | $0.04 |
JPM (JeppeKirkBonde) | Pay Day | Jul 31, 2025 | $1.40 |
 VOD (ingruc) | Pay Day | Aug 1, 2025 | $0.25 |
 VOD.L (ingruc) | Pay Day | Aug 1, 2025 | $0.02 |
DE (JavierPrada) | Pay Day | Aug 8, 2025 | $1.62 |
0992.HK (ingruc) | Pay Day | Aug 13, 2025 | $0.04 |
 EQNR (Hedgewealth) | Ex-Dividend | Aug 19, 2025 | $0.37 |
 IMB.L (ingruc) | Ex-Dividend | Aug 21, 2025 | $0.53 |
SIG (ingruc) | Pay Day | Aug 22, 2025 | $0.32 |
EQNR (Hedgewealth) | Pay Day | Aug 29, 2025 | $0.37 |
IMB.L (ingruc) | Pay Day | Sep 30, 2025 | $0.53 |
KWEB | Pay Day | Dec 18, 2025 | $0.00 |
 INDA (JeppeKirkBonde) | Pay Day | Dec 20, 2025 | $0.00 |
CQQQ | Pay Day | Dec 27, 2025 | $0.11 |
TAN | Pay Day | Dec 27, 2025 | $0.17 |
Performance Metrics
Score 2.5/10
Beta
0.88
0.88
0
0.8
1.2
0
2
Sharpe Ratio
0.02
0.02
0
0.5
1
1.5
1.5
Sortino Ratio
0.04
0.04
0
1
2
3
3
Jensen's Alpha
-6.05
-6.05
-7
0
2
4.5
4.5
Omega Ratio
0.59
0.59
0
1
1.5
2.5
2.5
Treynor Ratio
0.04
0.04
0
0.75
1.25
2
2
Information Ratio
-0.61
-0.61
-1
0.3
0.6
1
1
Calmar Ratio
0.05
0.05
0
0.3
0.6
1
1
Beta
0.88
0.88
0
0.8
1.2
0
2
Sharpe Ratio
0.02
0.02
0
0.5
1
1.5
1.5
Sortino Ratio
0.04
0.04
0
1
2
3
3
Jensen's Alpha
-6.05
-6.05
-7
0
2
4.5
4.5
Omega Ratio
0.59
0.59
0
1
1.5
2.5
2.5
Treynor Ratio
0.04
0.04
0
0.75
1.25
2
2
Information Ratio
-0.61
-0.61
-1
0.3
0.6
1
1
Calmar Ratio
0.05
0.05
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
39.06
High:
VTR
190.93VTRLow:
UN0.DE
-209.53UN0.DEDetails
PEG Ratio
97.86
High:
O
1,956.66OLow:
ENVX
-324.58ENVXDetails
Price/Book
15.71
High:
MA
79.68MALow:
MTCH
-42.23MTCHDetails
Price/Sales
10.4
High:
ROIV
104.06ROIVLow:
NKLAQ
0.07NKLAQDetails
Price/CF
27.8
High:
AEHR
1,917.88AEHRLow:
ATADL.L
0.14ATADL.LDetails
Price/FCF
37.37
High:
VALE
565.82VALELow:ATADL.L
0.53ATADL.LDetails
P/E Ratio
39.06
High:VTR
190.93VTRLow:UN0.DE
-209.53UN0.DEDetails
PEG Ratio
97.86
High:O
1,956.66OLow:ENVX
-324.58ENVXDetails
Price/Book
15.71
High:MA
79.68MALow:MTCH
-42.23MTCHDetails
Price/Sales
10.4
High:ROIV
104.06ROIVLow:NKLAQ
0.07NKLAQDetails
Price/CF
27.8
High:AEHR
1,917.88AEHRLow:ATADL.L
0.14ATADL.LDetails
Price/FCF
37.37
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 | - | 7 |
-2.2% | Apr 2024 | May 2024 | 1 |
-1.62% | Jun 2024 | Sep 2024 | 3 |
-1.53% | Oct 2024 | Nov 2024 | 1 |