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-2.24%
Today
-2.24%
This Month
+7.53%
Year To Date
+21.48%
2 Years
-75.48%
5 Years
-34.41%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading62.39%
- 🖥️ Technology Services18.76%
- 💰 Finance18.61%
- 💻 Electronic Technology0.26%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq36.91%
- 🇺🇸 NYSE34.29%
- 🇫🇷 Euronext Paris6.23%
- 🇬🇧 LSE4.66%
- 🇳🇱 Euronext Amsterdam4.6%
- 🇭🇰 Hong Kong Exchanges4.12%
- 🇮🇹 Borsa Italiana2.21%
- 🇸🇪 Stockholm Stock Exchange1.97%
- 🇩🇪 FRA0.75%
- 🇪🇸 Bolsa De Madrid0.63%
- 🌍 Digital Currency0.11%
- 🌍 FX0.11%
- 🇦🇺 Sydney0.04%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States63.75%
- 🇬🇧 United Kingdom9.31%
- 🇫🇷 France6.23%
- 🇳🇱 Netherlands4.6%
- 🇨🇳 China4.15%
- 🇮🇹 Italy2.44%
- 🇹🇼 Taiwan1.39%
- 🇫🇮 Finland1.33%
- 🇩🇪 Germany0.75%
- 🇸🇪 Sweden0.64%
- 🇪🇸 Spain0.63%
- 🇬🇷 Greece0.5%
- 🇨🇦 Canada0.29%
- 🇧🇲 Bermuda0.23%
- 🇨🇭 Switzerland0.07%
- 🇸🇬 Singapore0.04%
- 🇦🇺 Australia0.04%
Dividends
Dividend Yield
2.65%
8 out of 8 instruments pay dividend.
17 dividend payments in the next 30 days.
Highest Dividend: $O (5.6%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 O | 1.04% | 5.6% | $3.09 |
 triangulacapital | 0.71% | 3.79% | - |
 Utilities | 0.43% | 3.36% | - |
 FundManagerZech | 0.13% | 2.98% | - |
 CCalle | 0.12% | 1.37% | - |
 robchamow | 0.12% | 0.67% | - |
 GOOG | 0.1% | 0.52% | $0.2 |
 NVDA | 0% | 0.04% | $0.02 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
 BCS (triangulacapital) | Pay Day | Apr 4 | $0.22 |
 AXP (robchamow) | Ex-Dividend | Apr 4 | $0.82 |
 EIX (Utilities) | Ex-Dividend | Apr 7 | $0.83 |
 MA (robchamow) | Ex-Dividend | Apr 9 | $0.76 |
 SCT.L (CCalle) | Ex-Dividend | Apr 10 | $0.12 |
 LAND.L (triangulacapital) | Pay Day | Apr 11 | $0.12 |
 AALB.NV (triangulacapital) | Ex-Dividend | Apr 14 | $1.21 |
O | Pay Day | Apr 15 | $0.27 |
 PEB (FundManagerZech) | Pay Day | Apr 15 | $0.01 |
 PCG (Utilities) | Pay Day | Apr 15 | $0.02 |
 SRE (Utilities) | Pay Day | Apr 15 | $0.64 |
 RSG (Utilities) | Pay Day | Apr 15 | $0.58 |
 DTE (Utilities) | Pay Day | Apr 15 | $1.09 |
 JOYY (FundManagerZech) | Ex-Dividend | Apr 17 | $0.93 |
 MTCH (CCalle) | Pay Day | Apr 17 | $0.19 |
 ARG.PA (CCalle) | Pay Day | Apr 17 | $3.58 |
 XEL (Utilities) | Pay Day | Apr 20 | $0.57 |
 RACE (robchamow) | Ex-Dividend | Apr 22 | $3.12 |
 INGA.NV (triangulacapital) | Ex-Dividend | Apr 24 | $0.74 |
 HSBC (triangulacapital) | Pay Day | Apr 25 | $1.80 |
 ENGI.PA (Utilities) | Ex-Dividend | Apr 25 | $1.55 |
 NWG (triangulacapital) | Pay Day | Apr 28 | $0.39 |
 AKZA.NV (triangulacapital) | Ex-Dividend | Apr 29 | $1.61 |
ENGI.PA (Utilities) | Pay Day | Apr 29 | $1.55 |
 3323.HK (FundManagerZech) | Ex-Dividend | Apr 30 | $0.02 |
JOYY (FundManagerZech) | Pay Day | Apr 30 | $0.93 |
EIX (Utilities) | Pay Day | Apr 30 | $0.83 |
 NI (Utilities) | Ex-Dividend | Apr 30 | $0.28 |
 LNT (Utilities) | Ex-Dividend | Apr 30 | $0.51 |
INGA.NV (triangulacapital) | Pay Day | May 2 | $0.74 |
RACE (robchamow) | Pay Day | May 6 | $3.12 |
AKZA.NV (triangulacapital) | Pay Day | May 7 | $1.61 |
 GAW.L (CCalle) | Pay Day | May 7 | $1.29 |
 FE (Utilities) | Ex-Dividend | May 7 | $0.44 |
AALB.NV (triangulacapital) | Pay Day | May 8 | $1.21 |
AXP (robchamow) | Pay Day | May 9 | $0.82 |
MA (robchamow) | Pay Day | May 9 | $0.76 |
LNT (Utilities) | Pay Day | May 15 | $0.51 |
 MSFT (robchamow) | Ex-Dividend | May 15 | $0.83 |
 NEXI.MI (triangulacapital) | Ex-Dividend | May 19 | $0.26 |
 MONC.MI (robchamow) | Ex-Dividend | May 19 | $1.42 |
NI (Utilities) | Pay Day | May 20 | $0.28 |
NEXI.MI (triangulacapital) | Pay Day | May 21 | $0.26 |
SCT.L (CCalle) | Pay Day | May 21 | $0.12 |
MONC.MI (robchamow) | Pay Day | May 21 | $1.42 |
 TEP.PA (triangulacapital) | Ex-Dividend | May 26 | $4.40 |
TEP.PA (CCalle) | Ex-Dividend | May 26 | $4.40 |
TEP.PA (triangulacapital) | Pay Day | May 28 | $4.40 |
TEP.PA (CCalle) | Pay Day | May 28 | $4.40 |
FE (Utilities) | Pay Day | Jun 1 | $0.44 |
 0386.HK (FundManagerZech) | Ex-Dividend | Jun 9 | $0.02 |
MSFT (robchamow) | Pay Day | Jun 12 | $0.83 |
 TSM (robchamow) | Ex-Dividend | Jun 12 | $0.68 |
0386.HK (FundManagerZech) | Pay Day | Jun 27 | $0.02 |
 ELE.MC (Utilities) | Ex-Dividend | Jun 27 | $0.86 |
 RED.MC (Utilities) | Ex-Dividend | Jun 27 | $0.63 |
3323.HK (FundManagerZech) | Pay Day | Jun 30 | $0.02 |
ELE.MC (Utilities) | Pay Day | Jul 1 | $0.86 |
RED.MC (Utilities) | Pay Day | Jul 1 | $0.63 |
TSM (robchamow) | Pay Day | Jul 10 | $0.68 |
 ENEL.MI (Utilities) | Ex-Dividend | Jul 21 | $0.28 |
ENEL.MI (Utilities) | Pay Day | Jul 23 | $0.28 |
Performance Metrics
Score 2.2/10
Beta
0.59
0.59
0
0.8
1.2
0
2
Sharpe Ratio
-1.13
-1.13
-2
0.5
1
1.5
1.5
Sortino Ratio
-1.09
-1.09
-2
1
2
3
3
Jensen's Alpha
-33.26
-33.26
-34
0
2
4.5
4.5
Omega Ratio
0.31
0.31
0
1
1.5
2.5
2.5
Treynor Ratio
-5.45
-5.45
-6
0.75
1.25
2
2
Information Ratio
-1.21
-1.21
-2
0.3
0.6
1
1
Calmar Ratio
-0.43
-0.43
-1
0.3
0.6
1
1
Beta
0.59
0.59
0
0.8
1.2
0
2
Sharpe Ratio
-1.13
-1.13
-2
0.5
1
1.5
1.5
Sortino Ratio
-1.09
-1.09
-2
1
2
3
3
Jensen's Alpha
-33.26
-33.26
-34
0
2
4.5
4.5
Omega Ratio
0.31
0.31
0
1
1.5
2.5
2.5
Treynor Ratio
-5.45
-5.45
-6
0.75
1.25
2
2
Information Ratio
-1.21
-1.21
-2
0.3
0.6
1
1
Calmar Ratio
-0.43
-0.43
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
20.25
High:
O
58.45OLow:
GOOG
19.74GOOGDetails
PEG Ratio
50.29
High:GOOG
50.63GOOGLow:
NVDA
25.68NVDADetails
Price/Book
5.56
High:NVDA
34.07NVDALow:O
1.31ODetails
Price/Sales
5.74
High:NVDA
20.91NVDALow:GOOG
5.61GOOGDetails
Price/CF
18.79
High:NVDA
54.98NVDALow:O
13.15ODetails
Price/FCF
36.6
High:O
62.44OLow:GOOG
35.96GOOGDetails
P/E Ratio
20.25
High:O
58.45OLow:GOOG
19.74GOOGDetails
PEG Ratio
50.29
High:GOOG
50.63GOOGLow:NVDA
25.68NVDADetails
Price/Book
5.56
High:NVDA
34.07NVDALow:O
1.31ODetails
Price/Sales
5.74
High:NVDA
20.91NVDALow:GOOG
5.61GOOGDetails
Price/CF
18.79
High:NVDA
54.98NVDALow:O
13.15ODetails
Price/FCF
36.6
High:O
62.44OLow:GOOG
35.96GOOGDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-75.4% | Feb 2022 | - | 38 |