Loading...
-0.03%
Today
+3.28%
This Month
+25.46%
Year To Date
+41.74%
2 Years
-71.39%
5 Years
-29.48%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading59.19%
- 🖥️ Technology Services20.96%
- 💰 Finance16.15%
- 💻 Electronic Technology0.39%
- 💵 Cash0.07%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE33.6%
- 🇺🇸 Nasdaq31.22%
- 🇫🇷 Euronext Paris7.1%
- 🇬🇧 LSE4.21%
- 🇮🇹 Borsa Italiana4.18%
- 🇳🇱 Euronext Amsterdam3.64%
- 🇭🇰 Hong Kong Exchanges3.26%
- 🇩🇪 Xetra ETFs1.77%
- 🇪🇸 Bolsa De Madrid1.63%
- 🇸🇪 Stockholm Stock Exchange1.35%
- 🇨🇭 SIX1.19%
- 🌍 Digital Currency1.05%
- 🇩🇪 FRA0.69%
- 🇳🇴 Oslo Stock Exchange0.41%
- 🌍 FX0.11%
- 🇺🇸 Chicago Board Options Exchange0.07%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States57.92%
- 🇬🇧 United Kingdom7.41%
- 🇫🇷 France7.1%
- 🇮🇹 Italy4.75%
- 🇳🇱 Netherlands3.64%
- 🇨🇳 China3.26%
- 🇪🇸 Spain1.63%
- 🇫🇮 Finland1.35%
- 🇨🇭 Switzerland1.26%
- 🇧🇷 Brazil1.15%
- 🇹🇼 Taiwan0.86%
- 🇩🇪 Germany0.69%
- 🇬🇷 Greece0.6%
- 🇳🇴 Norway0.41%
- 🇧🇲 Bermuda0.23%
- 🇨🇦 Canada0.21%
- 🇮🇱 Israel0.01%
Dividends
Dividend Yield
2.68%
8 out of 8 instruments pay dividend.
12 dividend payments in the next 30 days.
Highest Dividend: $O (5.57%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 O | 0.9% | 5.57% | $3.09 |
 triangulacapital | 0.87% | 4.89% | - |
 Utilities | 0.38% | 3.37% | - |
 FundManagerZech | 0.2% | 4.44% | - |
 robchamow | 0.13% | 0.77% | - |
 CCalle | 0.11% | 1.36% | - |
 GOOG | 0.09% | 0.42% | $0.2 |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 0390.HK (FundManagerZech) | Pay Day | Jul 31, 2025 | $0.02 |
 EIX (Utilities) | Pay Day | Jul 31, 2025 | $0.83 |
 NI (Utilities) | Ex-Dividend | Jul 31, 2025 | $0.28 |
 LNT (Utilities) | Ex-Dividend | Jul 31, 2025 | $0.51 |
O | Ex-Dividend | Aug 1, 2025 | $0.27 |
 PNW (Utilities) | Ex-Dividend | Aug 1, 2025 | $0.90 |
 WCN (Utilities) | Ex-Dividend | Aug 6, 2025 | $0.32 |
 ASML.NV (robchamow) | Pay Day | Aug 6, 2025 | $1.87 |
 FE (Utilities) | Ex-Dividend | Aug 7, 2025 | $0.44 |
 BCS (triangulacapital) | Ex-Dividend | Aug 8, 2025 | $0.16 |
 AEP (Utilities) | Ex-Dividend | Aug 8, 2025 | $0.93 |
 CMS (Utilities) | Ex-Dividend | Aug 8, 2025 | $0.54 |
 AXP (robchamow) | Pay Day | Aug 8, 2025 | $0.82 |
 MA (robchamow) | Pay Day | Aug 8, 2025 | $0.76 |
 EXC (Utilities) | Ex-Dividend | Aug 11, 2025 | $0.40 |
 V (robchamow) | Ex-Dividend | Aug 12, 2025 | $0.59 |
 ED (Utilities) | Ex-Dividend | Aug 13, 2025 | $0.85 |
 ETR (Utilities) | Ex-Dividend | Aug 13, 2025 | $0.60 |
 WEC (Utilities) | Ex-Dividend | Aug 14, 2025 | $0.89 |
O | Pay Day | Aug 15, 2025 | $0.27 |
 1800.HK (FundManagerZech) | Pay Day | Aug 15, 2025 | $0.02 |
 1186.HK (FundManagerZech) | Pay Day | Aug 15, 2025 | $0.04 |
 DUK (Utilities) | Ex-Dividend | Aug 15, 2025 | $1.06 |
LNT (Utilities) | Pay Day | Aug 15, 2025 | $0.51 |
 SO (Utilities) | Ex-Dividend | Aug 18, 2025 | $0.74 |
NI (Utilities) | Pay Day | Aug 20, 2025 | $0.28 |
 CNP (Utilities) | Ex-Dividend | Aug 21, 2025 | $0.22 |
WCN (Utilities) | Pay Day | Aug 21, 2025 | $0.32 |
 MSFT (robchamow) | Ex-Dividend | Aug 21, 2025 | $0.83 |
 JOE (FundManagerZech) | Ex-Dividend | Aug 22, 2025 | $0.14 |
 NEE (Utilities) | Ex-Dividend | Aug 28, 2025 | $0.57 |
CMS (Utilities) | Pay Day | Aug 29, 2025 | $0.54 |
FE (Utilities) | Pay Day | Sep 1, 2025 | $0.44 |
WEC (Utilities) | Pay Day | Sep 1, 2025 | $0.89 |
ETR (Utilities) | Pay Day | Sep 2, 2025 | $0.60 |
PNW (Utilities) | Pay Day | Sep 2, 2025 | $0.90 |
V (robchamow) | Pay Day | Sep 2, 2025 | $0.59 |
 BKNG (robchamow) | Ex-Dividend | Sep 5, 2025 | $9.60 |
GOOG | Ex-Dividend | Sep 8, 2025 | $0.21 |
SO (Utilities) | Pay Day | Sep 8, 2025 | $0.74 |
GOOG (robchamow) | Ex-Dividend | Sep 8, 2025 | $0.21 |
 PEG (Utilities) | Ex-Dividend | Sep 9, 2025 | $0.63 |
AEP (Utilities) | Pay Day | Sep 10, 2025 | $0.93 |
CNP (Utilities) | Pay Day | Sep 11, 2025 | $0.22 |
MSFT (robchamow) | Pay Day | Sep 11, 2025 | $0.83 |
GOOG | Pay Day | Sep 15, 2025 | $0.21 |
EXC (Utilities) | Pay Day | Sep 15, 2025 | $0.40 |
NEE (Utilities) | Pay Day | Sep 15, 2025 | $0.57 |
ED (Utilities) | Pay Day | Sep 15, 2025 | $0.85 |
 DTE (Utilities) | Ex-Dividend | Sep 15, 2025 | $1.09 |
GOOG (robchamow) | Pay Day | Sep 15, 2025 | $0.21 |
BCS (triangulacapital) | Pay Day | Sep 16, 2025 | $0.16 |
DUK (Utilities) | Pay Day | Sep 16, 2025 | $1.06 |
 TSM (robchamow) | Ex-Dividend | Sep 16, 2025 | $0.82 |
JOE (FundManagerZech) | Pay Day | Sep 19, 2025 | $0.14 |
 LOGI (CCalle) | Ex-Dividend | Sep 23, 2025 | $1.59 |
LOGI (CCalle) | Pay Day | Sep 24, 2025 | $1.59 |
 BNP.PA (triangulacapital) | Ex-Dividend | Sep 26, 2025 | $3.05 |
BNP.PA (triangulacapital) | Pay Day | Sep 30, 2025 | $3.05 |
PEG (Utilities) | Pay Day | Sep 30, 2025 | $0.63 |
BKNG (robchamow) | Pay Day | Sep 30, 2025 | $9.60 |
 RSG (Utilities) | Ex-Dividend | Oct 2, 2025 | $0.62 |
TSM (robchamow) | Pay Day | Oct 9, 2025 | $0.82 |
RSG (Utilities) | Pay Day | Oct 15, 2025 | $0.62 |
DTE (Utilities) | Pay Day | Oct 15, 2025 | $1.09 |
 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 |
Performance Metrics
Score 2.3/10
Beta
0.62
0.62
0
0.8
1.2
0
2
Sharpe Ratio
-0.99
-0.99
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.98
-0.98
-1
1
2
3
3
Jensen's Alpha
-30.63
-30.63
-31
0
2
4.5
4.5
Omega Ratio
0.32
0.32
0
1
1.5
2.5
2.5
Treynor Ratio
-4.46
-4.46
-5
0.75
1.25
2
2
Information Ratio
-1.16
-1.16
-2
0.3
0.6
1
1
Calmar Ratio
-0.38
-0.38
-1
0.3
0.6
1
1
Beta
0.62
0.62
0
0.8
1.2
0
2
Sharpe Ratio
-0.99
-0.99
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.98
-0.98
-1
1
2
3
3
Jensen's Alpha
-30.63
-30.63
-31
0
2
4.5
4.5
Omega Ratio
0.32
0.32
0
1
1.5
2.5
2.5
Treynor Ratio
-4.46
-4.46
-5
0.75
1.25
2
2
Information Ratio
-1.16
-1.16
-2
0.3
0.6
1
1
Calmar Ratio
-0.38
-0.38
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
21.56
High:
NVDA
56.53NVDALow:
GOOG
20.92GOOGDetails
PEG Ratio
899.09
High:
O
2,007.17OLow:GOOG
60.61GOOGDetails
Price/Book
6.33
High:NVDA
51.05NVDALow:O
1.33ODetails
Price/Sales
6.65
High:NVDA
29.08NVDALow:GOOG
6.45GOOGDetails
Price/CF
16.44
High:NVDA
35.87NVDALow:O
14.45ODetails
Price/FCF
38.38
High:O
76.66OLow:GOOG
38.06GOOGDetails
P/E Ratio
21.56
High:NVDA
56.53NVDALow:GOOG
20.92GOOGDetails
PEG Ratio
899.09
High:O
2,007.17OLow:GOOG
60.61GOOGDetails
Price/Book
6.33
High:NVDA
51.05NVDALow:O
1.33ODetails
Price/Sales
6.65
High:NVDA
29.08NVDALow:GOOG
6.45GOOGDetails
Price/CF
16.44
High:NVDA
35.87NVDALow:O
14.45ODetails
Price/FCF
38.38
High:O
76.66OLow:GOOG
38.06GOOGDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-75.4% | Feb 2022 | - | 42 |