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-1%
Today
-1%
This Month
+17.13%
Year To Date
+32.32%
2 Years
-73.29%
5 Years
-31.42%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading62.58%
- 🖥️ Technology Services19.18%
- 💰 Finance16.86%
- 💻 Electronic Technology0.32%
- 💵 Cash0.2%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE35.7%
- 🇺🇸 Nasdaq32.95%
- 🇫🇷 Euronext Paris7.38%
- 🇬🇧 LSE4.76%
- 🇳🇱 Euronext Amsterdam3.64%
- 🇭🇰 Hong Kong Exchanges3.47%
- 🇮🇹 Borsa Italiana2.63%
- 🇩🇰 Copenhagen Stock Exchange1.53%
- 🇸🇪 Stockholm Stock Exchange1.52%
- 🇪🇸 Bolsa De Madrid1.43%
- 🇩🇪 Xetra ETFs1.31%
- 🌍 Digital Currency0.73%
- 🇩🇪 FRA0.7%
- 🌍 FX0.12%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States59.95%
- 🇬🇧 United Kingdom9.36%
- 🇫🇷 France7.38%
- 🇳🇱 Netherlands3.64%
- 🇨🇳 China3.5%
- 🇮🇹 Italy3.01%
- 🇩🇰 Denmark1.53%
- 🇫🇮 Finland1.52%
- 🇪🇸 Spain1.43%
- 🇧🇷 Brazil1.24%
- 🇹🇼 Taiwan1.22%
- 🇩🇪 Germany0.7%
- 🇬🇷 Greece0.6%
- 🇧🇲 Bermuda0.28%
- 🇨🇦 Canada0.27%
- 🇨🇭 Switzerland0.07%
- 🇮🇱 Israel0.01%
Dividends
Dividend Yield
2.68%
8 out of 8 instruments pay dividend.
36 dividend payments in the next 30 days.
Highest Dividend: $O (5.59%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 O | 0.94% | 5.59% | $3.09 |
 triangulacapital | 0.89% | 4.46% | - |
 Utilities | 0.4% | 3.45% | - |
 FundManagerZech | 0.12% | 2.89% | - |
 CCalle | 0.12% | 1.37% | - |
 robchamow | 0.11% | 0.64% | - |
 GOOG | 0.09% | 0.47% | $0.2 |
 NVDA | 0% | 0.03% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 AWK (Utilities) | Pay Day | Jun 3, 2025 | $0.83 |
 DAC (FundManagerZech) | Pay Day | Jun 5, 2025 | $0.85 |
 SBLK (FundManagerZech) | Ex-Dividend | Jun 6, 2025 | $0.05 |
 SO (Utilities) | Pay Day | Jun 6, 2025 | $0.72 |
 WM (Utilities) | Ex-Dividend | Jun 6, 2025 | $0.82 |
 BKNG (robchamow) | Ex-Dividend | Jun 6, 2025 | $9.60 |
GOOG | Ex-Dividend | Jun 9, 2025 | $0.21 |
 0386.HK (FundManagerZech) | Ex-Dividend | Jun 9, 2025 | $0.02 |
 PEG (Utilities) | Ex-Dividend | Jun 9, 2025 | $0.63 |
 ATO (Utilities) | Pay Day | Jun 9, 2025 | $0.87 |
GOOG (robchamow) | Ex-Dividend | Jun 9, 2025 | $0.21 |
 JOE (FundManagerZech) | Ex-Dividend | Jun 10, 2025 | $0.14 |
 AEP (Utilities) | Pay Day | Jun 10, 2025 | $0.93 |
 PPL (Utilities) | Ex-Dividend | Jun 10, 2025 | $0.27 |
 AEE (Utilities) | Ex-Dividend | Jun 10, 2025 | $0.71 |
NVDA | Ex-Dividend | Jun 11, 2025 | $0.01 |
 9988.HK (FundManagerZech) | Ex-Dividend | Jun 11, 2025 | $0.25 |
9988.HK (CCalle) | Ex-Dividend | Jun 11, 2025 | $0.25 |
NVDA (robchamow) | Ex-Dividend | Jun 11, 2025 | $0.01 |
 LAND.L (triangulacapital) | Ex-Dividend | Jun 12, 2025 | $0.16 |
 JXN (FundManagerZech) | Ex-Dividend | Jun 12, 2025 | $0.80 |
 INSW (FundManagerZech) | Ex-Dividend | Jun 12, 2025 | $0.60 |
 CNP (Utilities) | Pay Day | Jun 12, 2025 | $0.22 |
 MSFT (robchamow) | Pay Day | Jun 12, 2025 | $0.83 |
 TSM (robchamow) | Ex-Dividend | Jun 12, 2025 | $0.68 |
O | Pay Day | Jun 13, 2025 | $0.27 |
 EXC (Utilities) | Pay Day | Jun 13, 2025 | $0.40 |
 XEL (Utilities) | Ex-Dividend | Jun 13, 2025 | $0.57 |
GOOG | Pay Day | Jun 16, 2025 | $0.21 |
 DUK (Utilities) | Pay Day | Jun 16, 2025 | $1.04 |
 NEE (Utilities) | Pay Day | Jun 16, 2025 | $0.57 |
 ED (Utilities) | Pay Day | Jun 16, 2025 | $0.85 |
 UGI (Utilities) | Ex-Dividend | Jun 16, 2025 | $0.38 |
 DTE (Utilities) | Ex-Dividend | Jun 16, 2025 | $1.09 |
 CWEN (Utilities) | Pay Day | Jun 16, 2025 | $0.44 |
GOOG (robchamow) | Pay Day | Jun 16, 2025 | $0.21 |
 META (robchamow) | Ex-Dividend | Jun 16, 2025 | $0.52 |
 VST (Utilities) | Ex-Dividend | Jun 18, 2025 | $0.22 |
 HSBC (triangulacapital) | Pay Day | Jun 20, 2025 | $0.50 |
 1800.HK (FundManagerZech) | Ex-Dividend | Jun 20, 2025 | $0.02 |
SBLK (FundManagerZech) | Pay Day | Jun 20, 2025 | $0.05 |
WM (Utilities) | Pay Day | Jun 20, 2025 | $0.82 |
 D (Utilities) | Pay Day | Jun 20, 2025 | $0.67 |
 EVRG (Utilities) | Pay Day | Jun 20, 2025 | $0.67 |
 SRG.MI (Utilities) | Ex-Dividend | Jun 23, 2025 | $0.20 |
SRG.MI (Utilities) | Pay Day | Jun 25, 2025 | $0.20 |
JOE (FundManagerZech) | Pay Day | Jun 26, 2025 | $0.14 |
JXN (FundManagerZech) | Pay Day | Jun 26, 2025 | $0.80 |
INSW (FundManagerZech) | Pay Day | Jun 26, 2025 | $0.60 |
 SRE (Utilities) | Ex-Dividend | Jun 26, 2025 | $0.64 |
META (robchamow) | Pay Day | Jun 26, 2025 | $0.52 |
0386.HK (FundManagerZech) | Pay Day | Jun 27, 2025 | $0.02 |
 ELE.MC (Utilities) | Ex-Dividend | Jun 27, 2025 | $0.86 |
 RED.MC (Utilities) | Ex-Dividend | Jun 27, 2025 | $0.63 |
 3323.HK (FundManagerZech) | Pay Day | Jun 30, 2025 | $0.02 |
 PCG (Utilities) | Ex-Dividend | Jun 30, 2025 | $0.02 |
PEG (Utilities) | Pay Day | Jun 30, 2025 | $0.63 |
 ES (Utilities) | Pay Day | Jun 30, 2025 | $0.75 |
AEE (Utilities) | Pay Day | Jun 30, 2025 | $0.71 |
VST (Utilities) | Pay Day | Jun 30, 2025 | $0.22 |
BKNG (robchamow) | Pay Day | Jun 30, 2025 | $9.60 |
ELE.MC (Utilities) | Pay Day | Jul 1, 2025 | $0.86 |
RED.MC (Utilities) | Pay Day | Jul 1, 2025 | $0.63 |
PPL (Utilities) | Pay Day | Jul 1, 2025 | $0.27 |
UGI (Utilities) | Pay Day | Jul 1, 2025 | $0.38 |
 AMS.MC (CCalle) | Ex-Dividend | Jul 2, 2025 | $1.00 |
 RSG (Utilities) | Ex-Dividend | Jul 2, 2025 | $0.58 |
NVDA | Pay Day | Jul 3, 2025 | $0.01 |
9988.HK (FundManagerZech) | Pay Day | Jul 3, 2025 | $0.25 |
 MTCH (CCalle) | Ex-Dividend | Jul 3, 2025 | $0.19 |
9988.HK (CCalle) | Pay Day | Jul 3, 2025 | $0.25 |
 BGEO.L (CCalle) | Ex-Dividend | Jul 3, 2025 | $2.05 |
NVDA (robchamow) | Pay Day | Jul 3, 2025 | $0.01 |
AMS.MC (CCalle) | Pay Day | Jul 4, 2025 | $1.00 |
TSM (robchamow) | Pay Day | Jul 10, 2025 | $0.68 |
PCG (Utilities) | Pay Day | Jul 15, 2025 | $0.02 |
SRE (Utilities) | Pay Day | Jul 15, 2025 | $0.64 |
RSG (Utilities) | Pay Day | Jul 15, 2025 | $0.58 |
DTE (Utilities) | Pay Day | Jul 15, 2025 | $1.09 |
MTCH (CCalle) | Pay Day | Jul 18, 2025 | $0.19 |
BGEO.L (CCalle) | Pay Day | Jul 18, 2025 | $2.05 |
XEL (Utilities) | Pay Day | Jul 20, 2025 | $0.57 |
 ENEL.MI (Utilities) | Ex-Dividend | Jul 21, 2025 | $0.28 |
ENEL.MI (Utilities) | Pay Day | Jul 23, 2025 | $0.28 |
LAND.L (triangulacapital) | Pay Day | Jul 25, 2025 | $0.16 |
 NI (Utilities) | Ex-Dividend | Jul 31, 2025 | $0.28 |
1800.HK (FundManagerZech) | Pay Day | Aug 15, 2025 | $0.02 |
NI (Utilities) | Pay Day | Aug 20, 2025 | $0.28 |
Performance Metrics
Score 2.3/10
Beta
0.6
0.6
0
0.8
1.2
0
2
Sharpe Ratio
-1.03
-1.03
-2
0.5
1
1.5
1.5
Sortino Ratio
-1.01
-1.01
-2
1
2
3
3
Jensen's Alpha
-31.12
-31.12
-32
0
2
4.5
4.5
Omega Ratio
0.33
0.33
0
1
1.5
2.5
2.5
Treynor Ratio
-4.75
-4.75
-5
0.75
1.25
2
2
Information Ratio
-1.16
-1.16
-2
0.3
0.6
1
1
Calmar Ratio
-0.4
-0.4
-1
0.3
0.6
1
1
Beta
0.6
0.6
0
0.8
1.2
0
2
Sharpe Ratio
-1.03
-1.03
-2
0.5
1
1.5
1.5
Sortino Ratio
-1.01
-1.01
-2
1
2
3
3
Jensen's Alpha
-31.12
-31.12
-32
0
2
4.5
4.5
Omega Ratio
0.33
0.33
0
1
1.5
2.5
2.5
Treynor Ratio
-4.75
-4.75
-5
0.75
1.25
2
2
Information Ratio
-1.16
-1.16
-2
0.3
0.6
1
1
Calmar Ratio
-0.4
-0.4
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
19.81
High:
O
51.38OLow:
GOOG
19.28GOOGDetails
PEG Ratio
946.26
High:O
1,981.34OLow:GOOG
51.11GOOGDetails
Price/Book
5.78
High:
NVDA
39.31NVDALow:O
1.31ODetails
Price/Sales
6.07
High:NVDA
22.39NVDALow:GOOG
5.91GOOGDetails
Price/CF
14.7
High:NVDA
35.87NVDALow:O
14.45ODetails
Price/FCF
30.05
High:O
76.66OLow:GOOG
29.5GOOGDetails
P/E Ratio
19.81
High:O
51.38OLow:GOOG
19.28GOOGDetails
PEG Ratio
946.26
High:O
1,981.34OLow:GOOG
51.11GOOGDetails
Price/Book
5.78
High:NVDA
39.31NVDALow:O
1.31ODetails
Price/Sales
6.07
High:NVDA
22.39NVDALow:GOOG
5.91GOOGDetails
Price/CF
14.7
High:NVDA
35.87NVDALow:O
14.45ODetails
Price/FCF
30.05
High:O
76.66OLow:GOOG
29.5GOOGDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-75.4% | Feb 2022 | - | 40 |