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-0.3%
Today
+12.13%
This Month
+5.87%
Year To Date
+65.47%
2 Years
+65.96%
5 Years
+20.92%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading58.3%
- 📊 ETFs15.28%
- 💻 Electronic Technology10.97%
- 🚗 Consumer Durables8%
- 💰 Finance3.58%
- 💵 Cash0.66%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE41.06%
- 🇺🇸 Nasdaq29.09%
- 🇬🇧 LSE6.6%
- 🇫🇷 Euronext Paris4.66%
- 🇳🇱 Euronext Amsterdam3.54%
- 🇸🇪 Stockholm Stock Exchange1.52%
- 🇩🇰 Copenhagen Stock Exchange1.5%
- 🇮🇹 Borsa Italiana1.39%
- 🇪🇸 Bolsa De Madrid0.84%
- 🇨🇭 SIX0.68%
- 🇩🇪 FRA0.53%
- 🇺🇸 Chicago Board Options Exchange0.29%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States42.33%
- 🇬🇧 United Kingdom14.69%
- 🇫🇷 France4.66%
- 🇳🇱 Netherlands3.54%
- 🇨🇭 Switzerland1.6%
- 🇫🇮 Finland1.52%
- 🇩🇰 Denmark1.5%
- 🇧🇷 Brazil1.43%
- 🇮🇹 Italy1.39%
- 🇨🇦 Canada1.14%
- 🇪🇸 Spain0.84%
- 🇮🇱 Israel0.58%
- 🇩🇪 Germany0.53%
Dividends
Dividend Yield
1.63%
8 out of 10 instruments pay dividend.
9 dividend payments in the next 30 days.
Highest Dividend: $MAIN (5.23%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 triangulacapital | 0.9% | 4.45% | - |
 ARGT | 0.21% | 1.36% | - |
 thomaspj | 0.18% | 0.91% | - |
 Cfranklin89 | 0.18% | 0.99% | - |
 MAIN | 0.18% | 5.23% | $2.85 |
 NVDA | 0% | 0.03% | $0.02 |
 MRP | 0% | -1.38% | - |
 ITUB | -0.01% | -4.79% | $-0.15 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 GS (thomaspj) | Ex-Dividend | May 30, 2025 | $3.00 |
GS (Cfranklin89) | Ex-Dividend | May 30, 2025 | $3.00 |
 V (thomaspj) | Pay Day | Jun 2, 2025 | $0.59 |
 COF (Cfranklin89) | Pay Day | Jun 5, 2025 | $0.60 |
MAIN | Ex-Dividend | Jun 6, 2025 | $0.25 |
 GOOG (Cfranklin89) | Ex-Dividend | Jun 9, 2025 | $0.21 |
 SPGI (Cfranklin89) | Pay Day | Jun 11, 2025 | $0.96 |
 MSFT (thomaspj) | Pay Day | Jun 12, 2025 | $0.83 |
 LAND.L (triangulacapital) | Ex-Dividend | Jun 12, 2025 | $0.16 |
MAIN | Pay Day | Jun 13, 2025 | $0.25 |
 CB (Cfranklin89) | Ex-Dividend | Jun 13, 2025 | $0.97 |
GOOG (Cfranklin89) | Pay Day | Jun 16, 2025 | $0.21 |
 HSBC (triangulacapital) | Pay Day | Jun 20, 2025 | $0.50 |
GS (thomaspj) | Pay Day | Jun 27, 2025 | $3.00 |
GS (Cfranklin89) | Pay Day | Jun 27, 2025 | $3.00 |
 CP (Cfranklin89) | Ex-Dividend | Jun 27, 2025 | $0.16 |
 JPM (thomaspj) | Ex-Dividend | Jul 3, 2025 | $1.40 |
CB (Cfranklin89) | Pay Day | Jul 3, 2025 | $0.97 |
LAND.L (triangulacapital) | Pay Day | Jul 25, 2025 | $0.16 |
CP (Cfranklin89) | Pay Day | Jul 28, 2025 | $0.16 |
JPM (thomaspj) | Pay Day | Jul 31, 2025 | $1.40 |
 INDA (Cfranklin89) | Pay Day | Dec 20, 2025 | $0.00 |
Performance Metrics
Score 6.8/10
Beta
0.74
0.74
0
0.8
1.2
0
2
Sharpe Ratio
0.64
0.64
0
0.5
1
1.5
1.5
Sortino Ratio
1.16
1.16
0
1
2
3
3
Jensen's Alpha
6.98
6.98
-2
0
2
7
7
Omega Ratio
1.57
1.57
0
1
1.5
2.5
2.5
Treynor Ratio
1.09
1.09
0
0.75
1.25
2
2
Information Ratio
0.59
0.59
0
0.3
0.6
1
1
Calmar Ratio
1.28
1.28
0
0.3
0.6
2
2
Beta
0.74
0.74
0
0.8
1.2
0
2
Sharpe Ratio
0.64
0.64
0
0.5
1
1.5
1.5
Sortino Ratio
1.16
1.16
0
1
2
3
3
Jensen's Alpha
6.98
6.98
-2
0
2
7
7
Omega Ratio
1.57
1.57
0
1
1.5
2.5
2.5
Treynor Ratio
1.09
1.09
0
0.75
1.25
2
2
Information Ratio
0.59
0.59
0
0.3
0.6
1
1
Calmar Ratio
1.28
1.28
0
0.3
0.6
2
2
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
58.69
High:
TSLA
199.57TSLALow:
ITUB
9.58ITUBDetails
PEG Ratio
74.78
High:ITUB
186.71ITUBLow:
NVDA
31.52NVDADetails
Price/Book
28.29
High:NVDA
41.81NVDALow:
MRP
0.79MRPDetails
Price/Sales
20.55
High:
ARM
35.6ARMLow:ITUB
1.06ITUBDetails
Price/CF
55.13
High:ARM
286.48ARMLow:ITUB
2.38ITUBDetails
Price/FCF
70.02
High:ARM
638.94ARMLow:ITUB
2.95ITUBDetails
P/E Ratio
58.69
High:TSLA
199.57TSLALow:ITUB
9.58ITUBDetails
PEG Ratio
74.78
High:ITUB
186.71ITUBLow:NVDA
31.52NVDADetails
Price/Book
28.29
High:NVDA
41.81NVDALow:MRP
0.79MRPDetails
Price/Sales
20.55
High:ARM
35.6ARMLow:ITUB
1.06ITUBDetails
Price/CF
55.13
High:ARM
286.48ARMLow:ITUB
2.38ITUBDetails
Price/FCF
70.02
High:ARM
638.94ARMLow:ITUB
2.95ITUBDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-10.58% | Feb 2025 | May 2025 | 3 |
-8.57% | Jun 2022 | Nov 2022 | 5 |
-5.4% | Aug 2023 | Nov 2023 | 3 |
-3.12% | Apr 2024 | May 2024 | 1 |
-2.64% | Dec 2022 | Jan 2023 | 1 |
-2.46% | May 2023 | Jun 2023 | 1 |
-1.67% | Dec 2024 | Jan 2025 | 1 |
-1.53% | Feb 2023 | Mar 2023 | 1 |
-0.46% | Oct 2024 | Nov 2024 | 1 |