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+0%
Today
+0%
This Month
+0.53%
Year To Date
+43.3%
2 Years
+42.81%
5 Years
+8.24%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🛠️ Producer Manufacturing41.64%
- 👥 Copy Trading41.15%
- 💻 Electronic Technology8.32%
- 🛍️ Retail Trade6.34%
- 🚚 Transportation2.4%
Exchanges Breakdown
- Exchange
- Total
- 🇩🇰 Copenhagen Stock Exchange28.11%
- 🇺🇸 Nasdaq22.39%
- 🇺🇸 NYSE19.23%
- 🇩🇪 FRA15.92%
- 🇬🇧 LSE4.3%
- 🇫🇷 Euronext Paris1.86%
- 🇳🇱 Euronext Amsterdam1.66%
- 🇩🇪 Xetra ETFs1.29%
- 🇮🇹 Borsa Italiana1.13%
- 🇭🇰 Hong Kong Exchanges0.95%
- 🇪🇸 Bolsa De Madrid0.73%
- 🇸🇪 Stockholm Stock Exchange0.57%
- 🌍 Digital Currency0.41%
- 🇦🇺 Sydney0.39%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States36.05%
- 🇩🇰 Denmark28.11%
- 🇩🇪 Germany15.92%
- 🇬🇧 United Kingdom4.13%
- 🇨🇳 China1.97%
- 🇫🇷 France1.86%
- 🇳🇱 Netherlands1.66%
- 🇮🇱 Israel1.58%
- 🇮🇹 Italy1.13%
- 🇧🇷 Brazil0.74%
- 🇪🇸 Spain0.73%
- 🇧🇲 Bermuda0.68%
- 🇫🇮 Finland0.57%
- 🇦🇺 Australia0.39%
- 🇨🇦 Canada0.37%
- 🇮🇪 Ireland0.31%
- 🇰🇾 Cayman Islands0.17%
- 🇭🇰 Hong Kong0.17%
- 🇦🇷 Argentina0.13%
Dividends
Dividend Yield
1.52%
8 out of 10 instruments pay dividend.
26 dividend payments in the next 30 days.
Highest Dividend: adams302 (5.79%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 adams302 | 0.44% | 5.79% | - |
 Utilities | 0.39% | 3.43% | - |
 triangulacapital | 0.31% | 4.17% | - |
 VWS.CO | 0.17% | 0.62% | - |
 cfigueroa1982 | 0.08% | 1.14% | - |
 defense_investor | 0.05% | 0.72% | - |
 AAPL | 0.04% | 0.49% | $0.97 |
 DAL | 0.03% | 1.36% | $0.3 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 PNW (Utilities) | Ex-Dividend | May 5, 2025 | $0.90 |
 C (defense_investor) | Ex-Dividend | May 5, 2025 | $0.56 |
 ETN (defense_investor) | Ex-Dividend | May 5, 2025 | $1.04 |
 RWE.DE (Utilities) | Pay Day | May 6, 2025 | $1.24 |
 FE (Utilities) | Ex-Dividend | May 7, 2025 | $0.44 |
 WCN (Utilities) | Ex-Dividend | May 7, 2025 | $0.32 |
 AALB.NV (triangulacapital) | Pay Day | May 8, 2025 | $1.21 |
 MATX (cfigueroa1982) | Ex-Dividend | May 8, 2025 | $0.34 |
 AEP (Utilities) | Ex-Dividend | May 9, 2025 | $0.93 |
 CMS (Utilities) | Ex-Dividend | May 9, 2025 | $0.54 |
 AXP (defense_investor) | Pay Day | May 9, 2025 | $0.82 |
 MA (defense_investor) | Pay Day | May 9, 2025 | $0.76 |
AAPL | Ex-Dividend | May 12, 2025 | $0.26 |
 EXC (Utilities) | Ex-Dividend | May 12, 2025 | $0.40 |
DAL | Ex-Dividend | May 13, 2025 | $0.15 |
 AWK (Utilities) | Ex-Dividend | May 13, 2025 | $0.83 |
 NBN (defense_investor) | Ex-Dividend | May 13, 2025 | $0.01 |
 FBK (cfigueroa1982) | Ex-Dividend | May 13, 2025 | $0.19 |
 PUK (triangulacapital) | Pay Day | May 14, 2025 | $0.33 |
 ED (Utilities) | Ex-Dividend | May 14, 2025 | $0.85 |
 WEC (Utilities) | Ex-Dividend | May 14, 2025 | $0.89 |
AAPL | Pay Day | May 15, 2025 | $0.26 |
 CNP (Utilities) | Ex-Dividend | May 15, 2025 | $0.22 |
 ES (Utilities) | Ex-Dividend | May 15, 2025 | $0.75 |
 LNT (Utilities) | Pay Day | May 15, 2025 | $0.51 |
 MSFT (defense_investor) | Ex-Dividend | May 15, 2025 | $0.83 |
 CALM (cfigueroa1982) | Pay Day | May 15, 2025 | $3.46 |
 AES (cfigueroa1982) | Pay Day | May 15, 2025 | $0.18 |
 DUK (Utilities) | Ex-Dividend | May 16, 2025 | $1.04 |
 NEXI.MI (triangulacapital) | Ex-Dividend | May 19, 2025 | $0.26 |
 SO (Utilities) | Ex-Dividend | May 19, 2025 | $0.72 |
 NN.NV (adams302) | Ex-Dividend | May 19, 2025 | $2.25 |
 NI (Utilities) | Pay Day | May 20, 2025 | $0.28 |
NEXI.MI (triangulacapital) | Pay Day | May 21, 2025 | $0.26 |
WCN (Utilities) | Pay Day | May 22, 2025 | $0.32 |
C (defense_investor) | Pay Day | May 23, 2025 | $0.56 |
ETN (defense_investor) | Pay Day | May 23, 2025 | $1.04 |
 ELIS.PA (triangulacapital) | Ex-Dividend | May 26, 2025 | $0.51 |
 RF.PA (triangulacapital) | Ex-Dividend | May 26, 2025 | $3.01 |
 TEP.PA (triangulacapital) | Ex-Dividend | May 26, 2025 | $4.40 |
NBN (defense_investor) | Pay Day | May 27, 2025 | $0.01 |
FBK (cfigueroa1982) | Pay Day | May 27, 2025 | $0.19 |
NN.NV (adams302) | Pay Day | May 27, 2025 | $2.25 |
ELIS.PA (triangulacapital) | Pay Day | May 28, 2025 | $0.51 |
RF.PA (triangulacapital) | Pay Day | May 28, 2025 | $3.01 |
TEP.PA (triangulacapital) | Pay Day | May 28, 2025 | $4.40 |
CMS (Utilities) | Pay Day | May 30, 2025 | $0.54 |
 PINC (cfigueroa1982) | Ex-Dividend | May 30, 2025 | $0.21 |
 MLAB (cfigueroa1982) | Ex-Dividend | May 30, 2025 | $0.16 |
 VIRT (cfigueroa1982) | Ex-Dividend | May 30, 2025 | $0.24 |
FE (Utilities) | Pay Day | Jun 1, 2025 | $0.44 |
WEC (Utilities) | Pay Day | Jun 1, 2025 | $0.89 |
 ETR (Utilities) | Pay Day | Jun 2, 2025 | $0.60 |
 CWEN (Utilities) | Ex-Dividend | Jun 2, 2025 | $0.44 |
PNW (Utilities) | Pay Day | Jun 2, 2025 | $0.90 |
 QFIN (cfigueroa1982) | Pay Day | Jun 2, 2025 | $0.70 |
DAL | Pay Day | Jun 3, 2025 | $0.15 |
AWK (Utilities) | Pay Day | Jun 3, 2025 | $0.83 |
 EBC (cfigueroa1982) | Ex-Dividend | Jun 3, 2025 | $0.13 |
MATX (cfigueroa1982) | Pay Day | Jun 5, 2025 | $0.34 |
SO (Utilities) | Pay Day | Jun 6, 2025 | $0.72 |
 PEG (Utilities) | Ex-Dividend | Jun 9, 2025 | $0.63 |
 GOOG (defense_investor) | Ex-Dividend | Jun 9, 2025 | $0.21 |
AEP (Utilities) | Pay Day | Jun 10, 2025 | $0.93 |
CNP (Utilities) | Pay Day | Jun 12, 2025 | $0.22 |
MSFT (defense_investor) | Pay Day | Jun 12, 2025 | $0.83 |
EXC (Utilities) | Pay Day | Jun 13, 2025 | $0.40 |
 SBCF (cfigueroa1982) | Ex-Dividend | Jun 13, 2025 | $0.18 |
PINC (cfigueroa1982) | Pay Day | Jun 15, 2025 | $0.21 |
DUK (Utilities) | Pay Day | Jun 16, 2025 | $1.04 |
ED (Utilities) | Pay Day | Jun 16, 2025 | $0.85 |
CWEN (Utilities) | Pay Day | Jun 16, 2025 | $0.44 |
GOOG (defense_investor) | Pay Day | Jun 16, 2025 | $0.21 |
EBC (cfigueroa1982) | Pay Day | Jun 16, 2025 | $0.13 |
MLAB (cfigueroa1982) | Pay Day | Jun 16, 2025 | $0.16 |
VIRT (cfigueroa1982) | Pay Day | Jun 16, 2025 | $0.24 |
 VST (Utilities) | Ex-Dividend | Jun 18, 2025 | $0.22 |
 SRG.MI (Utilities) | Ex-Dividend | Jun 23, 2025 | $0.20 |
SRG.MI (Utilities) | Pay Day | Jun 25, 2025 | $0.20 |
 ELE.MC (Utilities) | Ex-Dividend | Jun 27, 2025 | $0.86 |
 RED.MC (Utilities) | Ex-Dividend | Jun 27, 2025 | $0.63 |
PEG (Utilities) | Pay Day | Jun 30, 2025 | $0.63 |
ES (Utilities) | Pay Day | Jun 30, 2025 | $0.75 |
VST (Utilities) | Pay Day | Jun 30, 2025 | $0.22 |
SBCF (cfigueroa1982) | Pay Day | Jun 30, 2025 | $0.18 |
ELE.MC (Utilities) | Pay Day | Jul 1, 2025 | $0.86 |
RED.MC (Utilities) | Pay Day | Jul 1, 2025 | $0.63 |
 RSG (Utilities) | Ex-Dividend | Jul 2, 2025 | $0.58 |
 PLUS.L (adams302) | Pay Day | Jul 9, 2025 | $0.40 |
RSG (Utilities) | Pay Day | Jul 15, 2025 | $0.58 |
 ENEL.MI (Utilities) | Ex-Dividend | Jul 21, 2025 | $0.28 |
ENEL.MI (Utilities) | Pay Day | Jul 23, 2025 | $0.28 |
Performance Metrics
Score 3.9/10
Beta
1.04
1.04
0
0.8
1.2
0
2
Sharpe Ratio
0.34
0.34
0
0.5
1
1.5
1.5
Sortino Ratio
0.59
0.59
0
1
2
3
3
Jensen's Alpha
-0.93
-0.93
-2
0
2
4.5
4.5
Omega Ratio
0.97
0.97
0
1
1.5
2.5
2.5
Treynor Ratio
0.59
0.59
0
0.75
1.25
2
2
Information Ratio
-0.04
-0.04
-1
0.3
0.6
1
1
Calmar Ratio
0.32
0.32
0
0.3
0.6
1
1
Beta
1.04
1.04
0
0.8
1.2
0
2
Sharpe Ratio
0.34
0.34
0
0.5
1
1.5
1.5
Sortino Ratio
0.59
0.59
0
1
2
3
3
Jensen's Alpha
-0.93
-0.93
-2
0
2
4.5
4.5
Omega Ratio
0.97
0.97
0
1
1.5
2.5
2.5
Treynor Ratio
0.59
0.59
0
0.75
1.25
2
2
Information Ratio
-0.04
-0.04
-1
0.3
0.6
1
1
Calmar Ratio
0.32
0.32
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
33.74
High:
AMZN
34.4AMZNLow:
ENR.DE
-386.38ENR.DEDetails
PEG Ratio
-113.74
High:AMZN
37.55AMZNLow:ENR.DE
-412.85ENR.DEDetails
Price/Book
14.9
High:
AAPL
46.27AAPLLow:
DAL
1.87DALDetails
Price/Sales
4.71
High:AAPL
7.86AAPLLow:DAL
0.47DALDetails
Price/CF
26.33
High:AAPL
35.76AAPLLow:DAL
3.56DALDetails
Price/FCF
48.86
High:AMZN
71.87AMZNLow:
VWS.CO
7.97VWS.CODetails
P/E Ratio
33.74
High:AMZN
34.4AMZNLow:ENR.DE
-386.38ENR.DEDetails
PEG Ratio
-113.74
High:AMZN
37.55AMZNLow:ENR.DE
-412.85ENR.DEDetails
Price/Book
14.9
High:AAPL
46.27AAPLLow:DAL
1.87DALDetails
Price/Sales
4.71
High:AAPL
7.86AAPLLow:DAL
0.47DALDetails
Price/CF
26.33
High:AAPL
35.76AAPLLow:DAL
3.56DALDetails
Price/FCF
48.86
High:AMZN
71.87AMZNLow:VWS.CO
7.97VWS.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 | - | 7 |
-9.42% | Feb 2021 | Oct 2021 | 8 |
-3.78% | Mar 2024 | May 2024 | 2 |