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+0.08%
Today
-3.02%
This Month
-9.57%
Year To Date
+76.04%
2 Years
+68.08%
5 Years
+16.41%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services32.58%
- 📊 ETFs17.42%
- 💻 Electronic Technology13.14%
- 🛍️ Retail Trade8.16%
- 🚗 Consumer Durables8.02%
- 🪙 Cryptocurrencies4.03%
- 🛠️ Producer Manufacturing3.81%
- 📈 Indexes2.56%
- 🚚 Transportation2.16%
- 🍞 Consumer Non Durables1.96%
- 👥 Copy Trading1.88%
- 💰 Finance1.51%
- 💵 Cash0.76%
- ⛏️ Energy Minerals0.71%
- 🧬 Health Technology0.49%
- 📡 Communications0.48%
- ⚡ Utilities0.34%
- 🏥 Health Services0.12%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq60.1%
- 🇺🇸 NYSE25.73%
- 🌍 Digital Currency4.09%
- 🇭🇰 Hong Kong Exchanges2.91%
- 🌍 CFD2.56%
- 🇩🇪 FRA1.57%
- 🇩🇰 Copenhagen Stock Exchange1.17%
- 🇺🇸 Chicago Board Options Exchange0.47%
- 🇬🇧 LSE0.29%
- 🇫🇷 Euronext Paris0.08%
- 🇸🇪 Stockholm Stock Exchange0.04%
- 🇳🇱 Euronext Amsterdam0.03%
- 🇮🇹 Borsa Italiana0.02%
- 🌍 FX0.01%
- 🇩🇪 Xetra ETFs0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States63.56%
- 🇨🇳 China5.86%
- 🇩🇪 Germany1.57%
- 🇩🇰 Denmark1.17%
- 🇸🇬 Singapore1.12%
- 🇬🇧 United Kingdom0.64%
- 🇨🇦 Canada0.37%
- 🇹🇼 Taiwan0.35%
- 🇫🇷 France0.08%
- 🇮🇹 Italy0.06%
- 🇳🇱 Netherlands0.04%
- 🇧🇷 Brazil0.03%
- 🇸🇪 Sweden0.02%
- 🇫🇮 Finland0.02%
- 🇮🇪 Ireland0.01%
- 🇭🇰 Hong Kong0.01%
- 🇺🇾 Uruguay0%
- 🇮🇱 Israel0%
Dividends
Dividend Yield
1.14%
69 out of 86 instruments pay dividend.
37 dividend payments in the next 30 days.
Highest Dividend: $AGNC (17.27%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 MAERSKB.CO | 0.11% | 10.45% | $515 |
 HLAG.DE | 0.06% | 6.1% | $9.25 |
 VNQ | 0.06% | 4.01% | - |
 VOO | 0.06% | 1.36% | - |
 PG | 0.04% | 2.39% | $3.83 |
 PFE | 0.04% | 7.63% | $1.66 |
 AGNC | 0.04% | 17.27% | $1.44 |
 WBA | 0.03% | 9.18% | $1.46 |
 MSFT | 0.03% | 0.88% | $3 |
 01211.HK | 0.03% | 1.09% | $3.41 |
 SQQQ | 0.03% | 7.43% | - |
 F | 0.03% | 7.79% | $0.78 |
 VOW3.DE | 0.03% | 7.1% | $9.06 |
 BABA | 0.03% | 0.9% | $0.98 |
 TQQQ | 0.03% | 1.72% | - |
 ABR | 0.02% | 15.59% | $1.72 |
 AAPL | 0.02% | 0.51% | $0.97 |
 EBAY | 0.02% | 1.66% | $1.04 |
 SPYD | 0.02% | 4.32% | - |
 VOD | 0.02% | 7.48% | $0.94 |
 PDM | 0.02% | 7.62% | $0.5 |
 MMM | 0.02% | 2.17% | $5.21 |
 ENB | 0.02% | 5.65% | $2.66 |
 BNDX | 0.02% | 4.26% | - |
 TLT | 0.02% | 4.12% | - |
 XOM | 0.02% | 3.63% | $3.76 |
 GOOG | 0.02% | 0.52% | $0.2 |
 BND | 0.02% | 3.65% | - |
 MBG.DE | 0.01% | 8.57% | $5.3 |
 GDX | 0.01% | 0.88% | - |
 USRT | 0.01% | 2.79% | - |
 VIG | 0.01% | 1.83% | - |
 INTC | 0.01% | 2.64% | $0.5 |
 SPXU | 0.01% | 6.93% | - |
 DividendGrowth | 0.01% | 2.65% | - |
 META | 0.01% | 0.4% | $1 |
 CVX | 0.01% | 4.79% | $6.28 |
 triangulacapital | 0.01% | 4.65% | - |
 Drcmart | 0.01% | 3.69% | - |
 T | 0.01% | 4.09% | $1.11 |
 VWO | 0.01% | 3.14% | - |
 BLK | 0.01% | 2.34% | $20.2 |
 KWEB | 0.01% | 2.94% | - |
 KO | 0.01% | 2.69% | $1.89 |
 TSCO.L | 0.01% | 3.87% | $0.12 |
 VTIP | 0.01% | 2.62% | - |
 HDV | 0.01% | 3.37% | - |
 QCOM | 0.01% | 2.49% | $3.25 |
 EEM | 0.01% | 2.33% | - |
 XLF | 0% | 1.43% | - |
 TSM | 0% | 1.35% | $1.74 |
 FXI | 0% | 1.5% | - |
 IVV | 0% | 1.38% | - |
 VTI | 0% | 1.36% | - |
 IWS | 0% | 1.59% | - |
 SPY | 0% | 1.28% | - |
 IshfaaqPeerally | 0% | 1.5% | - |
 VUG | 0% | 0.52% | - |
 NVDA | 0% | 0.04% | $0.02 |
 thomaspj | 0% | 1.44% | - |
 V | 0% | 0.67% | $2.01 |
 iliescu2605 | 0% | 1.29% | - |
 VGT | 0% | 0.59% | - |
 E | 0% | 5.23% | $1.46 |
 LOW | 0% | 2.1% | $4.45 |
 SVITZR.CO | 0% | 2.91% | - |
 QQQ | 0% | 0.64% | - |
 bluewr | 0% | 0.51% | - |
 ITUB | 0% | 5.62% | $0.15 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 XEL (DividendGrowth) | Pay Day | Apr 20, 2025 | $0.57 |
PG | Ex-Dividend | Apr 21, 2025 | $1.06 |
PG (DividendGrowth) | Ex-Dividend | Apr 21, 2025 | $1.06 |
 MKC (DividendGrowth) | Pay Day | Apr 21, 2025 | $0.45 |
LOW | Ex-Dividend | Apr 23, 2025 | $1.15 |
 CSCO (iliescu2605) | Pay Day | Apr 23, 2025 | $0.41 |
LOW (DividendGrowth) | Ex-Dividend | Apr 23, 2025 | $1.15 |
QQQ | Pay Day | Apr 24, 2025 | $- |
 CRM (iliescu2605) | Pay Day | Apr 24, 2025 | $0.42 |
QQQ (iliescu2605) | Pay Day | Apr 24, 2025 | $- |
 INGA.NV (triangulacapital) | Ex-Dividend | Apr 24, 2025 | $0.74 |
 GE (iliescu2605) | Pay Day | Apr 25, 2025 | $0.36 |
 ASML.NV (iliescu2605) | Ex-Dividend | Apr 25, 2025 | $2.10 |
 SYY (DividendGrowth) | Pay Day | Apr 25, 2025 | $0.51 |
 HSBC (triangulacapital) | Pay Day | Apr 25, 2025 | $1.80 |
 ASML (iliescu2605) | Ex-Dividend | Apr 28, 2025 | $1.92 |
ASML (bluewr) | Ex-Dividend | Apr 28, 2025 | $1.92 |
 NWG (triangulacapital) | Pay Day | Apr 28, 2025 | $0.39 |
AGNC | Ex-Dividend | Apr 30, 2025 | $0.12 |
 EIX (DividendGrowth) | Pay Day | Apr 30, 2025 | $0.83 |
 TXN (DividendGrowth) | Ex-Dividend | Apr 30, 2025 | $1.36 |
 MO (Drcmart) | Pay Day | Apr 30, 2025 | $1.02 |
 JPM (thomaspj) | Pay Day | Apr 30, 2025 | $1.40 |
T | Pay Day | May 1, 2025 | $0.28 |
 O (iliescu2605) | Ex-Dividend | May 1, 2025 | $0.27 |
 CASY (DividendGrowth) | Ex-Dividend | May 1, 2025 | $0.50 |
 VZ (Drcmart) | Pay Day | May 1, 2025 | $0.68 |
 PNR (iliescu2605) | Pay Day | May 2, 2025 | $0.25 |
INGA.NV (triangulacapital) | Pay Day | May 2, 2025 | $0.74 |
 C (thomaspj) | Ex-Dividend | May 5, 2025 | $0.56 |
ASML (iliescu2605) | Pay Day | May 6, 2025 | $1.92 |
ASML.NV (iliescu2605) | Pay Day | May 6, 2025 | $2.10 |
ASML (bluewr) | Pay Day | May 6, 2025 | $1.92 |
LOW | Pay Day | May 7, 2025 | $1.15 |
LOW (DividendGrowth) | Pay Day | May 7, 2025 | $1.15 |
 AALB.NV (triangulacapital) | Pay Day | May 8, 2025 | $1.21 |
AGNC | Pay Day | May 9, 2025 | $0.12 |
 GD (DividendGrowth) | Pay Day | May 9, 2025 | $1.50 |
 AXP (thomaspj) | Pay Day | May 9, 2025 | $0.82 |
 NUE (bluewr) | Pay Day | May 12, 2025 | $0.55 |
 EVO.ST (IshfaaqPeerally) | Ex-Dividend | May 12, 2025 | $3.06 |
 APD (DividendGrowth) | Pay Day | May 12, 2025 | $1.79 |
 VIE.PA (Drcmart) | Ex-Dividend | May 12, 2025 | $1.47 |
EVO.ST (triangulacapital) | Ex-Dividend | May 12, 2025 | $3.06 |
TXN (DividendGrowth) | Pay Day | May 13, 2025 | $1.36 |
 PUK (iliescu2605) | Pay Day | May 14, 2025 | $0.33 |
 TGT (DividendGrowth) | Ex-Dividend | May 14, 2025 | $1.12 |
VIE.PA (Drcmart) | Pay Day | May 14, 2025 | $1.47 |
PUK (triangulacapital) | Pay Day | May 14, 2025 | $0.33 |
MSFT | Ex-Dividend | May 15, 2025 | $0.83 |
PG | Pay Day | May 15, 2025 | $1.06 |
TSCO.L | Ex-Dividend | May 15, 2025 | $0.12 |
MSFT (iliescu2605) | Ex-Dividend | May 15, 2025 | $0.83 |
O (iliescu2605) | Pay Day | May 15, 2025 | $0.27 |
MSFT (bluewr) | Ex-Dividend | May 15, 2025 | $0.83 |
MSFT (DividendGrowth) | Ex-Dividend | May 15, 2025 | $0.83 |
PG (DividendGrowth) | Pay Day | May 15, 2025 | $1.06 |
 CL (DividendGrowth) | Pay Day | May 15, 2025 | $0.52 |
CASY (DividendGrowth) | Pay Day | May 15, 2025 | $0.50 |
MSFT (Drcmart) | Ex-Dividend | May 15, 2025 | $0.83 |
 SHW (DividendGrowth) | Ex-Dividend | May 16, 2025 | $0.79 |
 NEXI.MI (triangulacapital) | Ex-Dividend | May 19, 2025 | $0.26 |
EVO.ST (IshfaaqPeerally) | Pay Day | May 20, 2025 | $3.06 |
EVO.ST (triangulacapital) | Pay Day | May 20, 2025 | $3.06 |
NEXI.MI (triangulacapital) | Pay Day | May 21, 2025 | $0.26 |
C (thomaspj) | Pay Day | May 23, 2025 | $0.56 |
 TEP.PA (triangulacapital) | Ex-Dividend | May 26, 2025 | $4.40 |
 FDJU.PA (IshfaaqPeerally) | Ex-Dividend | May 27, 2025 | $2.22 |
 JNJ (DividendGrowth) | Ex-Dividend | May 27, 2025 | $1.30 |
TEP.PA (triangulacapital) | Pay Day | May 28, 2025 | $4.40 |
 GS (thomaspj) | Ex-Dividend | May 30, 2025 | $3.00 |
TGT (DividendGrowth) | Pay Day | Jun 1, 2025 | $1.12 |
FDJU.PA (IshfaaqPeerally) | Pay Day | Jun 3, 2025 | $2.22 |
 LHX (DividendGrowth) | Ex-Dividend | Jun 3, 2025 | $1.20 |
QCOM | Ex-Dividend | Jun 5, 2025 | $0.89 |
 0941.HK (IshfaaqPeerally) | Ex-Dividend | Jun 6, 2025 | $0.32 |
SHW (DividendGrowth) | Pay Day | Jun 6, 2025 | $0.79 |
 HYG (iliescu2605) | Pay Day | Jun 7, 2025 | $- |
JNJ (DividendGrowth) | Pay Day | Jun 10, 2025 | $1.30 |
MSFT | Pay Day | Jun 12, 2025 | $0.83 |
TSM | Ex-Dividend | Jun 12, 2025 | $0.68 |
MSFT (iliescu2605) | Pay Day | Jun 12, 2025 | $0.83 |
TSM (iliescu2605) | Ex-Dividend | Jun 12, 2025 | $0.68 |
MSFT (bluewr) | Pay Day | Jun 12, 2025 | $0.83 |
TSM (bluewr) | Ex-Dividend | Jun 12, 2025 | $0.68 |
MSFT (DividendGrowth) | Pay Day | Jun 12, 2025 | $0.83 |
MSFT (Drcmart) | Pay Day | Jun 12, 2025 | $0.83 |
TSM (Drcmart) | Ex-Dividend | Jun 12, 2025 | $0.68 |
 ADP (DividendGrowth) | Ex-Dividend | Jun 13, 2025 | $1.54 |
EEM | Pay Day | Jun 17, 2025 | $0.29 |
FXI | Pay Day | Jun 17, 2025 | $- |
HDV | Pay Day | Jun 17, 2025 | $- |
LHX (DividendGrowth) | Pay Day | Jun 18, 2025 | $1.20 |
 TTE.PA (iliescu2605) | Ex-Dividend | Jun 19, 2025 | $0.88 |
 DIS (iliescu2605) | Ex-Dividend | Jun 24, 2025 | $0.50 |
0941.HK (IshfaaqPeerally) | Pay Day | Jun 25, 2025 | $0.32 |
QCOM | Pay Day | Jun 26, 2025 | $0.89 |
 IS04.DE (iliescu2605) | Pay Day | Jun 26, 2025 | $- |
 BATS.L (Drcmart) | Ex-Dividend | Jun 26, 2025 | $0.76 |
TSCO.L | Pay Day | Jun 27, 2025 | $0.12 |
GS (thomaspj) | Pay Day | Jun 27, 2025 | $3.00 |
VUG | Pay Day | Jul 1, 2025 | $- |
TTE.PA (iliescu2605) | Pay Day | Jul 1, 2025 | $0.88 |
ADP (DividendGrowth) | Pay Day | Jul 1, 2025 | $1.54 |
SQQQ | Pay Day | Jul 3, 2025 | $- |
VTIP | Pay Day | Jul 3, 2025 | $- |
TSM | Pay Day | Jul 10, 2025 | $0.68 |
TSM (iliescu2605) | Pay Day | Jul 10, 2025 | $0.68 |
TSM (bluewr) | Pay Day | Jul 10, 2025 | $0.68 |
TSM (Drcmart) | Pay Day | Jul 10, 2025 | $0.68 |
 ENEL.MI (triangulacapital) | Ex-Dividend | Jul 21, 2025 | $0.28 |
DIS (iliescu2605) | Pay Day | Jul 23, 2025 | $0.50 |
ENEL.MI (triangulacapital) | Pay Day | Jul 23, 2025 | $0.28 |
BATS.L (Drcmart) | Pay Day | Aug 1, 2025 | $0.76 |
KWEB | Pay Day | Dec 18, 2025 | $- |
GDX | Pay Day | Dec 24, 2025 | $- |
Performance Metrics
Score 6.6/10
Beta
1.29
1.29
0
0.8
1.2
0
2
Sharpe Ratio
0.62
0.62
0
0.5
1
1.5
1.5
Sortino Ratio
1.04
1.04
0
1
2
3
3
Jensen's Alpha
11.73
11.73
-2
0
2
12
12
Omega Ratio
1.79
1.79
0
1
1.5
2.5
2.5
Treynor Ratio
1.03
1.03
0
0.75
1.25
2
2
Information Ratio
0.83
0.83
0
0.3
0.6
1
1
Calmar Ratio
0.6
0.6
0
0.3
0.6
1
1
Beta
1.29
1.29
0
0.8
1.2
0
2
Sharpe Ratio
0.62
0.62
0
0.5
1
1.5
1.5
Sortino Ratio
1.04
1.04
0
1
2
3
3
Jensen's Alpha
11.73
11.73
-2
0
2
12
12
Omega Ratio
1.79
1.79
0
1
1.5
2.5
2.5
Treynor Ratio
1.03
1.03
0
0.75
1.25
2
2
Information Ratio
0.83
0.83
0
0.3
0.6
1
1
Calmar Ratio
0.6
0.6
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
31.62
High:
SE
161.9SELow:
CRWD
-4,477CRWDDetails
PEG Ratio
72.88
High:
PG
541.29PGLow:
NET
-802.22NETDetails
Price/Book
10.36
High:
AAPL
44.38AAPLLow:
LOW
-8.62LOWDetails
Price/Sales
7.35
High:
MSTR
151.67MSTRLow:
WBA
0.06WBADetails
Price/CF
30.09
High:MSTR
7,511.07MSTRLow:
VOD
1.64VODDetails
Price/FCF
54.44
High:MSTR
1,187.5MSTRLow:VOD
2.7VODDetails
P/E Ratio
31.62
High:SE
161.9SELow:CRWD
-4,477CRWDDetails
PEG Ratio
72.88
High:PG
541.29PGLow:NET
-802.22NETDetails
Price/Book
10.36
High:AAPL
44.38AAPLLow:LOW
-8.62LOWDetails
Price/Sales
7.35
High:MSTR
151.67MSTRLow:WBA
0.06WBADetails
Price/CF
30.09
High:MSTR
7,511.07MSTRLow:VOD
1.64VODDetails
Price/FCF
54.44
High:MSTR
1,187.5MSTRLow:VOD
2.7VODDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-30.04% | Apr 2022 | Jul 2023 | 15 |
-14.21% | Dec 2024 | - | 5 |
-9.05% | Aug 2023 | Dec 2023 | 4 |
-7.65% | Apr 2024 | May 2024 | 1 |
-2.4% | Jan 2024 | Feb 2024 | 1 |
-2.24% | Aug 2024 | Sep 2024 | 1 |
-0.59% | Feb 2022 | Mar 2022 | 1 |