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+6.72%
This Month
+55.9%
Year To Date
+98.53%
2 Years
+119.68%
5 Years
+121.46%
10 Years
+16.93%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🛠️ Producer Manufacturing54.18%
- 👥 Copy Trading30.4%
- 💵 Cash13.8%
- 🛍️ Retail Trade4.76%
Exchanges Breakdown
- Exchange
- Total
- 🇩🇰 Copenhagen Stock Exchange32.23%
- 🇩🇪 FRA23.14%
- 🇺🇸 NYSE11.57%
- 🇺🇸 Nasdaq10.67%
- 🇬🇧 LSE3.18%
- 🇫🇷 Euronext Paris1.85%
- 🇮🇹 Borsa Italiana1.67%
- 🇳🇱 Euronext Amsterdam1.03%
- 🇭🇰 Hong Kong Exchanges0.57%
- 🇸🇪 Stockholm Stock Exchange0.5%
- 🇨🇭 SIX0.4%
- 🇳🇴 Oslo Stock Exchange0.39%
- 🇦🇺 Sydney0.35%
- 🇪🇸 Bolsa De Madrid0.3%
- 🌍 Digital Currency0.29%
- 🇩🇪 Xetra ETFs0.13%
- Regular Trading Hours - RTH0.09%
Countries Breakdown
- Country
- Total
- 🇩🇰 Denmark32.23%
- 🇩🇪 Germany23.14%
- 🇺🇸 United States18.47%
- 🇬🇧 United Kingdom2.9%
- 🇫🇷 France1.85%
- 🇮🇹 Italy1.67%
- 🇨🇳 China1.49%
- 🇮🇱 Israel1.06%
- 🇳🇱 Netherlands1.03%
- 🇧🇲 Bermuda0.56%
- 🇫🇮 Finland0.5%
- 🇧🇷 Brazil0.49%
- 🇨🇭 Switzerland0.4%
- 🇳🇴 Norway0.39%
- 🇦🇺 Australia0.35%
- 🇨🇦 Canada0.35%
- 🇭🇰 Hong Kong0.32%
- 🇪🇸 Spain0.3%
- 🇹🇼 Taiwan0.23%
- 🇿🇦 South Africa0.11%
Dividends
Dividend Yield
1.11%
7 out of 8 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: triangulacapital (5.28%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 triangulacapital | 0.32% | 5.28% | - |
 Utilities | 0.26% | 3.37% | - |
 adams302 | 0.24% | 4.12% | - |
 ENR.DE | 0.13% | 0.58% | - |
 VWS.CO | 0.1% | 0.32% | - |
 defense_investor | 0.03% | 0.52% | - |
 cfigueroa1982 | 0.03% | 0.6% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 AEE (Utilities) | Pay Day | Dec 31, 2025 | $0.71 |
 TSM (defense_investor) | Pay Day | Jan 8, 2026 | $0.84 |
Performance Metrics
Score 6/10
Beta
1.07
1.07
0
0.8
1.2
0
2
Sharpe Ratio
0.64
0.64
0
0.5
1
1.5
1.5
Sortino Ratio
1.17
1.17
0
1
2
3
3
Jensen's Alpha
1.91
1.91
-2
0
2
4.5
4.5
Omega Ratio
1.14
1.14
0
1
1.5
2.5
2.5
Treynor Ratio
1.08
1.08
0
0.75
1.25
2
2
Information Ratio
0.18
0.18
0
0.3
0.6
1
1
Calmar Ratio
0.61
0.61
0
0.3
0.6
1
1
Beta
1.07
1.07
0
0.8
1.2
0
2
Sharpe Ratio
0.64
0.64
0
0.5
1
1.5
1.5
Sortino Ratio
1.17
1.17
0
1
2
3
3
Jensen's Alpha
1.91
1.91
-2
0
2
4.5
4.5
Omega Ratio
1.14
1.14
0
1
1.5
2.5
2.5
Treynor Ratio
1.08
1.08
0
0.75
1.25
2
2
Information Ratio
0.18
0.18
0
0.3
0.6
1
1
Calmar Ratio
0.61
0.61
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
34.3
High:
ENR.DE
71.36ENR.DELow:
VWS.CO
24.62VWS.CODetails
PEG Ratio
125.34
High:ENR.DE
321.17ENR.DELow:VWS.CO
1.36VWS.CODetails
Price/Book
6.88
High:ENR.DE
9.95ENR.DELow:
AMZN
6.43AMZNDetails
Price/Sales
3.04
High:AMZN
3.49AMZNLow:VWS.CO
1.23VWS.CODetails
Price/CF
15.54
High:AMZN
18.22AMZNLow:VWS.CO
5.05VWS.CODetails
Price/FCF
51.7
High:AMZN
225.5AMZNLow:VWS.CO
6.93VWS.CODetails
P/E Ratio
34.3
High:ENR.DE
71.36ENR.DELow:VWS.CO
24.62VWS.CODetails
PEG Ratio
125.34
High:ENR.DE
321.17ENR.DELow:VWS.CO
1.36VWS.CODetails
Price/Book
6.88
High:ENR.DE
9.95ENR.DELow:AMZN
6.43AMZNDetails
Price/Sales
3.04
High:AMZN
3.49AMZNLow:VWS.CO
1.23VWS.CODetails
Price/CF
15.54
High:AMZN
18.22AMZNLow:VWS.CO
5.05VWS.CODetails
Price/FCF
51.7
High:AMZN
225.5AMZNLow:VWS.CO
6.93VWS.CODetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-25.87% | Dec 2021 | Jun 2023 | 18 |
-15.66% | Aug 2023 | Dec 2023 | 4 |
-12.09% | Oct 2024 | May 2025 | 7 |
-9.42% | Feb 2021 | Oct 2021 | 8 |
-3.78% | Mar 2024 | May 2024 | 2 |