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+2.76%
This Month
+31.44%
Year To Date
+48.48%
2 Years
-70.03%
5 Years
-70.03%
10 Years
-27.48%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading95.82%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE26.98%
- 🇺🇸 Nasdaq14.17%
- 🇫🇷 Euronext Paris8.92%
- 🇬🇧 LSE7.54%
- 🇭🇰 Hong Kong Exchanges7.35%
- 🇩🇪 Xetra ETFs5.78%
- 🇮🇹 Borsa Italiana5.38%
- 🇳🇱 Euronext Amsterdam4.24%
- 🇪🇸 Bolsa De Madrid2.48%
- 🌍 Digital Currency2.26%
- 🇳🇴 Oslo Stock Exchange1.9%
- 🇸🇪 Stockholm Stock Exchange1.72%
- 🇩🇪 FRA1.55%
- 🇨🇭 SIX1.42%
- 🌍 FX0.69%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States29.1%
- 🇬🇧 United Kingdom9.15%
- 🇫🇷 France8.92%
- 🇨🇳 China7.35%
- 🇮🇹 Italy6%
- 🇳🇱 Netherlands4.24%
- 🇬🇷 Greece2.49%
- 🇪🇸 Spain2.48%
- 🇳🇴 Norway1.9%
- 🇫🇮 Finland1.72%
- 🇩🇪 Germany1.55%
- 🇧🇷 Brazil1.51%
- 🇨🇭 Switzerland1.5%
- 🇧🇲 Bermuda0.97%
- 🇹🇼 Taiwan0.88%
- 🇨🇦 Canada0.57%
- 🇯🇵 Japan0.45%
- 🇰🇷 South Korea0.28%
- 🇮🇳 India0.21%
- 🇮🇱 Israel0.04%
Dividends
Dividend Yield
2.77%
7 out of 8 instruments pay dividend.
29 dividend payments in the next 30 days.
Highest Dividend: triangulacapital (4.91%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 triangulacapital | 1.07% | 4.91% | - |
 FundManagerZech | 0.82% | 4.04% | - |
 Utilities | 0.37% | 3.47% | - |
 TheBigBanks | 0.25% | 3.27% | - |
 robchamow | 0.14% | 0.66% | - |
 CCalle | 0.12% | 1.34% | - |
 Core-Equity | 0% | 0.08% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 JOE (FundManagerZech) | Pay Day | Sep 19, 2025 | $0.14 |
 EVRG (Utilities) | Pay Day | Sep 19, 2025 | $0.67 |
 VST (Utilities) | Ex-Dividend | Sep 19, 2025 | $0.23 |
 D (Utilities) | Pay Day | Sep 20, 2025 | $0.67 |
 ES (Utilities) | Ex-Dividend | Sep 22, 2025 | $0.75 |
 META (robchamow) | Ex-Dividend | Sep 22, 2025 | $0.52 |
 LOGI (CCalle) | Ex-Dividend | Sep 23, 2025 | $1.59 |
 INSW (FundManagerZech) | Pay Day | Sep 24, 2025 | $0.12 |
LOGI (CCalle) | Pay Day | Sep 24, 2025 | $1.59 |
 CIVI (FundManagerZech) | Pay Day | Sep 25, 2025 | $0.50 |
 BGEO.L (CCalle) | Ex-Dividend | Sep 25, 2025 | $1.89 |
 BNP.PA (triangulacapital) | Ex-Dividend | Sep 26, 2025 | $3.05 |
 WM (Utilities) | Pay Day | Sep 26, 2025 | $0.82 |
 BAC (TheBigBanks) | Pay Day | Sep 26, 2025 | $0.28 |
BNP.PA (TheBigBanks) | Ex-Dividend | Sep 26, 2025 | $3.05 |
META (robchamow) | Pay Day | Sep 29, 2025 | $0.52 |
 GS (TheBigBanks) | Pay Day | Sep 29, 2025 | $4.00 |
BNP.PA (triangulacapital) | Pay Day | Sep 30, 2025 | $3.05 |
 CVGW (FundManagerZech) | Ex-Dividend | Sep 30, 2025 | $0.20 |
 PEG (Utilities) | Pay Day | Sep 30, 2025 | $0.63 |
ES (Utilities) | Pay Day | Sep 30, 2025 | $0.75 |
 AEE (Utilities) | Pay Day | Sep 30, 2025 | $0.71 |
VST (Utilities) | Pay Day | Sep 30, 2025 | $0.23 |
 BKNG (robchamow) | Pay Day | Sep 30, 2025 | $9.60 |
BNP.PA (TheBigBanks) | Pay Day | Sep 30, 2025 | $3.05 |
 USB (TheBigBanks) | Ex-Dividend | Sep 30, 2025 | $0.52 |
 PPL (Utilities) | Pay Day | Oct 1, 2025 | $0.27 |
 UGI (Utilities) | Pay Day | Oct 1, 2025 | $0.38 |
 RSG (Utilities) | Ex-Dividend | Oct 2, 2025 | $0.62 |
 NVDA (robchamow) | Pay Day | Oct 2, 2025 | $0.01 |
 MTCH (CCalle) | Ex-Dividend | Oct 3, 2025 | $0.19 |
 GAW.L (CCalle) | Pay Day | Oct 3, 2025 | $0.73 |
 GLE.PA (TheBigBanks) | Ex-Dividend | Oct 7, 2025 | $0.70 |
 TSM (robchamow) | Pay Day | Oct 9, 2025 | $0.82 |
GLE.PA (TheBigBanks) | Pay Day | Oct 9, 2025 | $0.70 |
BGEO.L (CCalle) | Pay Day | Oct 10, 2025 | $1.89 |
RSG (Utilities) | Pay Day | Oct 15, 2025 | $0.62 |
 DTE (Utilities) | Pay Day | Oct 15, 2025 | $1.09 |
USB (TheBigBanks) | Pay Day | Oct 15, 2025 | $0.52 |
 PUK (triangulacapital) | Pay Day | Oct 16, 2025 | $0.15 |
MTCH (CCalle) | Pay Day | Oct 17, 2025 | $0.19 |
 XEL (Utilities) | Pay Day | Oct 20, 2025 | $0.57 |
 RY (TheBigBanks) | Ex-Dividend | Oct 27, 2025 | $1.11 |
 BMO (TheBigBanks) | Ex-Dividend | Oct 30, 2025 | $1.18 |
CVGW (FundManagerZech) | Pay Day | Oct 31, 2025 | $0.20 |
 NI (Utilities) | Ex-Dividend | Oct 31, 2025 | $0.28 |
NI (Utilities) | Pay Day | Nov 20, 2025 | $0.28 |
 MSFT (robchamow) | Ex-Dividend | Nov 20, 2025 | $0.91 |
RY (TheBigBanks) | Pay Day | Nov 24, 2025 | $1.11 |
BMO (TheBigBanks) | Pay Day | Nov 26, 2025 | $1.18 |
 MC.PA (CCalle) | Ex-Dividend | Dec 2, 2025 | $6.47 |
MC.PA (robchamow) | Ex-Dividend | Dec 2, 2025 | $6.47 |
MC.PA (CCalle) | Pay Day | Dec 4, 2025 | $6.47 |
MC.PA (robchamow) | Pay Day | Dec 4, 2025 | $6.47 |
MSFT (robchamow) | Pay Day | Dec 11, 2025 | $0.91 |
Performance Metrics
Score 2.3/10
Beta
0.63
0.63
0
0.8
1.2
0
2
Sharpe Ratio
-0.92
-0.92
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.92
-0.92
-1
1
2
3
3
Jensen's Alpha
-29.22
-29.22
-30
0
2
4.5
4.5
Omega Ratio
0.33
0.33
0
1
1.5
2.5
2.5
Treynor Ratio
-4
-4
-5
0.75
1.25
2
2
Information Ratio
-1.14
-1.14
-2
0.3
0.6
1
1
Calmar Ratio
-0.36
-0.36
-1
0.3
0.6
1
1
Beta
0.63
0.63
0
0.8
1.2
0
2
Sharpe Ratio
-0.92
-0.92
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.92
-0.92
-1
1
2
3
3
Jensen's Alpha
-29.22
-29.22
-30
0
2
4.5
4.5
Omega Ratio
0.33
0.33
0
1
1.5
2.5
2.5
Treynor Ratio
-4
-4
-5
0.75
1.25
2
2
Information Ratio
-1.14
-1.14
-2
0.3
0.6
1
1
Calmar Ratio
-0.36
-0.36
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
N/A
Details
PEG Ratio
N/A
Details
Price/Book
N/A
Details
Price/Sales
N/A
Details
Price/CF
N/A
Details
Price/FCF
N/A
Details
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-75.4% | Feb 2022 | - | 44 |