Loading...
+0.01%
Today
+2.79%
This Month
+10.19%
Year To Date
+45.34%
2 Years
+44.45%
5 Years
+14.31%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading39.1%
- 🖥️ Technology Services26.37%
- 🛍️ Retail Trade9.18%
- 💻 Electronic Technology5.82%
- 💵 Cash5.45%
- 🧬 Health Technology3.53%
- 📊 ETFs2.72%
- 🚗 Consumer Durables1.44%
- 🛠️ Producer Manufacturing1.42%
- 💇♀️ Consumer Services1.32%
- 💼 Commercial Services0.87%
- 🍞 Consumer Non Durables0.49%
- 🚚 Transportation0.28%
- ⛏️ Energy Minerals0.27%
- 💰 Finance0.03%
- 🏭 Industrial Services0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq54.03%
- 🇺🇸 NYSE23.97%
- 🇬🇧 LSE3.85%
- 🇭🇰 Hong Kong Exchanges2.16%
- 🇫🇷 Euronext Paris1.8%
- 🇩🇰 Copenhagen Stock Exchange1.19%
- 🇳🇱 Euronext Amsterdam0.73%
- 🇩🇪 FRA0.65%
- 🇸🇪 Stockholm Stock Exchange0.6%
- 🇮🇹 Borsa Italiana0.58%
- 🇪🇸 Bolsa De Madrid0.47%
- 🌍 Digital Currency0.43%
- 🇩🇪 Xetra ETFs0.37%
- 🇨🇭 SIX0.34%
- 🇳🇴 Oslo Stock Exchange0.18%
- 🇧🇪 Euronext Brussels0.12%
- 🇺🇸 Chicago Board Options Exchange0.1%
- 🇦🇪 Dubai Financial Market0.07%
- 🇫🇮 Helsinki Stock Exchange0.02%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States64.66%
- 🇨🇳 China4.93%
- 🇨🇦 Canada2.24%
- 🇬🇧 United Kingdom2.04%
- 🇫🇷 France1.69%
- 🇹🇼 Taiwan1.65%
- 🇩🇰 Denmark1.19%
- 🇰🇷 South Korea0.94%
- 🇳🇱 Netherlands0.87%
- 🇩🇪 Germany0.65%
- 🇸🇬 Singapore0.6%
- 🇮🇹 Italy0.58%
- 🇯🇵 Japan0.54%
- 🇪🇸 Spain0.47%
- 🇮🇱 Israel0.47%
- 🇨🇭 Switzerland0.37%
- 🇫🇮 Finland0.36%
- 🇧🇷 Brazil0.34%
- 🇸🇪 Sweden0.26%
- 🇿🇦 South Africa0.21%
- 🇳🇴 Norway0.15%
- 🇨🇾 Cyprus0.14%
- 🇧🇪 Belgium0.12%
- 🇮🇪 Ireland0.09%
- 🇮🇳 India0.08%
- 🇺🇾 Uruguay0.04%
- 🇬🇷 Greece0.03%
- 🇱🇺 Luxembourg0.02%
- 🇰🇾 Cayman Islands0.01%
- 🇲🇨 Monaco0.01%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
0.98%
46 out of 54 instruments pay dividend.
89 dividend payments in the next 30 days.
Highest Dividend: KeshavLohiya (9.31%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 triangulacapital | 0.2% | 4.43% | - |
 KeshavLohiya | 0.07% | 9.31% | - |
 TheBigBanks | 0.07% | 3.6% | - |
 Private-Equity | 0.07% | 2.24% | - |
 TLT | 0.06% | 4.39% | - |
 JeppeKirkBonde | 0.06% | 1.49% | - |
 MSFT | 0.05% | 0.69% | $3 |
 InTheGame | 0.04% | 0.43% | - |
 PFE | 0.03% | 7.28% | $1.66 |
 META | 0.03% | 0.29% | $1 |
 GOOG | 0.03% | 0.46% | $0.2 |
 GoldWorldWide | 0.03% | 0.98% | - |
 DroneTech | 0.03% | 1.01% | - |
 SMSN.L | 0.02% | 2.2% | $23.68 |
 NOVO-B.CO | 0.02% | 2.32% | $9.4 |
 VOW3.DE | 0.01% | 6.94% | $9.06 |
 LLY | 0.01% | 0.73% | $4.86 |
 TSM | 0.01% | 1.1% | $1.74 |
 CVX | 0.01% | 4.76% | $6.28 |
 01211.HK | 0.01% | 1.06% | $3.41 |
 DIS | 0.01% | 0.88% | $0.75 |
 The-Chameleon | 0.01% | 0.44% | - |
 WarrenBuffet-CF | 0.01% | 1.7% | - |
 NKE | 0.01% | 2.5% | $1.45 |
 SPY | 0.01% | 1.21% | - |
 SpaceTech | 0.01% | 0.72% | - |
 SPGI | 0.01% | 0.72% | $3.62 |
 RI.PA | 0.01% | 5.35% | $4.7 |
 NSC | 0.01% | 2.15% | $5.4 |
 WMT | 0.01% | 0.96% | $0.81 |
 BABA | 0% | 0.86% | $0.98 |
 EMR | 0% | 1.71% | $2.1 |
 DELL | 0% | 1.64% | $1.63 |
 CyberSecurity | 0% | 0.19% | - |
 CloudComputing | 0% | 0.14% | - |
 DHR | 0% | 0.6% | $1.05 |
 AMAT | 0% | 1% | $1.44 |
 ShoppingCart | 0% | 0.42% | - |
 MPWR | 0% | 0.77% | $4.5 |
 AAPL | 0% | 0.5% | $0.97 |
 NIQUE3 | 0% | 0.12% | - |
 MU | 0% | 0.42% | $0.46 |
 NDI-FutureTech | 0% | 0.2% | - |
 NVDA | 0% | 0.03% | $0.02 |
 SOBO | 0% | -5.6% | - |
 ITUB | 0% | -4.78% | $-0.15 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
GOOG | Ex-Dividend | Jun 9, 2025 | $0.21 |
 GOOGL (InTheGame) | Ex-Dividend | Jun 9, 2025 | $0.21 |
GOOGL (JeppeKirkBonde) | Ex-Dividend | Jun 9, 2025 | $0.21 |
GOOGL (CloudComputing) | Ex-Dividend | Jun 9, 2025 | $0.21 |
 ZIM (KeshavLohiya) | Pay Day | Jun 9, 2025 | $0.74 |
GOOGL (NIQUE3) | Ex-Dividend | Jun 9, 2025 | $0.21 |
CVX | Pay Day | Jun 10, 2025 | $1.71 |
EMR | Pay Day | Jun 10, 2025 | $0.53 |
LLY | Pay Day | Jun 10, 2025 | $1.50 |
01211.HK | Ex-Dividend | Jun 10, 2025 | $0.55 |
 WPM (GoldWorldWide) | Pay Day | Jun 10, 2025 | $0.16 |
 HL (GoldWorldWide) | Pay Day | Jun 10, 2025 | $0.00 |
CVX (NIQUE3) | Pay Day | Jun 10, 2025 | $1.71 |
CVX (WarrenBuffet-CF) | Pay Day | Jun 10, 2025 | $1.71 |
 OXY (WarrenBuffet-CF) | Ex-Dividend | Jun 10, 2025 | $0.24 |
NVDA | Ex-Dividend | Jun 11, 2025 | $0.01 |
SPGI | Pay Day | Jun 11, 2025 | $0.96 |
NVDA (InTheGame) | Ex-Dividend | Jun 11, 2025 | $0.01 |
NVDA (JeppeKirkBonde) | Ex-Dividend | Jun 11, 2025 | $0.01 |
NVDA (NDI-FutureTech) | Ex-Dividend | Jun 11, 2025 | $0.01 |
MSFT | Pay Day | Jun 12, 2025 | $0.83 |
BABA | Ex-Dividend | Jun 12, 2025 | $0.95 |
AMAT | Pay Day | Jun 12, 2025 | $0.46 |
TSM | Ex-Dividend | Jun 12, 2025 | $0.68 |
 LAND.L (triangulacapital) | Ex-Dividend | Jun 12, 2025 | $0.16 |
MSFT (InTheGame) | Pay Day | Jun 12, 2025 | $0.83 |
TSM (InTheGame) | Ex-Dividend | Jun 12, 2025 | $0.68 |
 ICG.L (Private-Equity) | Ex-Dividend | Jun 12, 2025 | $0.76 |
MSFT (JeppeKirkBonde) | Pay Day | Jun 12, 2025 | $0.83 |
BABA (JeppeKirkBonde) | Ex-Dividend | Jun 12, 2025 | $0.95 |
TSM (JeppeKirkBonde) | Ex-Dividend | Jun 12, 2025 | $0.68 |
MSFT (CloudComputing) | Pay Day | Jun 12, 2025 | $0.83 |
BABA (CloudComputing) | Ex-Dividend | Jun 12, 2025 | $0.95 |
 RTX (DroneTech) | Pay Day | Jun 12, 2025 | $0.68 |
 AGI (GoldWorldWide) | Ex-Dividend | Jun 12, 2025 | $0.02 |
 FNV (GoldWorldWide) | Ex-Dividend | Jun 12, 2025 | $0.38 |
 KGC (GoldWorldWide) | Pay Day | Jun 12, 2025 | $0.03 |
BABA (KeshavLohiya) | Ex-Dividend | Jun 12, 2025 | $0.95 |
 FRO (KeshavLohiya) | Ex-Dividend | Jun 12, 2025 | $0.18 |
RTX (SpaceTech) | Pay Day | Jun 12, 2025 | $0.68 |
BABA (ShoppingCart) | Ex-Dividend | Jun 12, 2025 | $0.95 |
TSM (NDI-FutureTech) | Ex-Dividend | Jun 12, 2025 | $0.68 |
PFE | Pay Day | Jun 13, 2025 | $0.43 |
 NTES (InTheGame) | Pay Day | Jun 13, 2025 | $0.68 |
 STEP (Private-Equity) | Ex-Dividend | Jun 13, 2025 | $0.24 |
 WY (JeppeKirkBonde) | Pay Day | Jun 13, 2025 | $0.21 |
 TXT (DroneTech) | Ex-Dividend | Jun 13, 2025 | $0.02 |
 KBR (DroneTech) | Ex-Dividend | Jun 13, 2025 | $0.16 |
 AU (GoldWorldWide) | Pay Day | Jun 13, 2025 | $0.12 |
 CVE (KeshavLohiya) | Ex-Dividend | Jun 13, 2025 | $0.14 |
KBR (SpaceTech) | Ex-Dividend | Jun 13, 2025 | $0.16 |
 IRDM (SpaceTech) | Ex-Dividend | Jun 13, 2025 | $0.14 |
 TER (SpaceTech) | Pay Day | Jun 13, 2025 | $0.12 |
 EBAY (ShoppingCart) | Pay Day | Jun 13, 2025 | $0.29 |
 KO (WarrenBuffet-CF) | Ex-Dividend | Jun 13, 2025 | $0.51 |
 CB (WarrenBuffet-CF) | Ex-Dividend | Jun 13, 2025 | $0.97 |
 DPZ (WarrenBuffet-CF) | Ex-Dividend | Jun 13, 2025 | $1.74 |
GOOG | Pay Day | Jun 16, 2025 | $0.21 |
META | Ex-Dividend | Jun 16, 2025 | $0.52 |
META (InTheGame) | Ex-Dividend | Jun 16, 2025 | $0.52 |
GOOGL (InTheGame) | Pay Day | Jun 16, 2025 | $0.21 |
 ARES (Private-Equity) | Ex-Dividend | Jun 16, 2025 | $1.12 |
META (JeppeKirkBonde) | Ex-Dividend | Jun 16, 2025 | $0.52 |
 LDOS (JeppeKirkBonde) | Ex-Dividend | Jun 16, 2025 | $0.40 |
 B (JeppeKirkBonde) | Pay Day | Jun 16, 2025 | $0.10 |
GOOGL (JeppeKirkBonde) | Pay Day | Jun 16, 2025 | $0.21 |
GOOGL (CloudComputing) | Pay Day | Jun 16, 2025 | $0.21 |
 CW (DroneTech) | Ex-Dividend | Jun 16, 2025 | $0.24 |
B (GoldWorldWide) | Pay Day | Jun 16, 2025 | $0.10 |
 STNG (KeshavLohiya) | Pay Day | Jun 16, 2025 | $0.40 |
 BALL (SpaceTech) | Pay Day | Jun 16, 2025 | $0.20 |
LDOS (SpaceTech) | Ex-Dividend | Jun 16, 2025 | $0.40 |
CW (SpaceTech) | Ex-Dividend | Jun 16, 2025 | $0.24 |
GOOGL (NIQUE3) | Pay Day | Jun 16, 2025 | $0.21 |
META (NDI-FutureTech) | Ex-Dividend | Jun 16, 2025 | $0.52 |
 APH (SpaceTech) | Ex-Dividend | Jun 17, 2025 | $0.16 |
 EA (InTheGame) | Pay Day | Jun 18, 2025 | $0.19 |
 WDC (InTheGame) | Pay Day | Jun 18, 2025 | $0.10 |
 NOC (JeppeKirkBonde) | Pay Day | Jun 18, 2025 | $2.31 |
 CRM (CloudComputing) | Ex-Dividend | Jun 18, 2025 | $0.42 |
NOC (DroneTech) | Pay Day | Jun 18, 2025 | $2.31 |
 LHX (DroneTech) | Pay Day | Jun 18, 2025 | $1.20 |
NOC (SpaceTech) | Pay Day | Jun 18, 2025 | $2.31 |
LHX (SpaceTech) | Pay Day | Jun 18, 2025 | $1.20 |
 ADI (SpaceTech) | Pay Day | Jun 18, 2025 | $0.99 |
 HD (ShoppingCart) | Pay Day | Jun 18, 2025 | $2.30 |
 LRCX (NDI-FutureTech) | Ex-Dividend | Jun 18, 2025 | $0.23 |
 III (Private-Equity) | Ex-Dividend | Jun 19, 2025 | $0.56 |
 TTE.PA (KeshavLohiya) | Ex-Dividend | Jun 19, 2025 | $0.88 |
 HSBC (triangulacapital) | Pay Day | Jun 20, 2025 | $0.50 |
 HLNE (Private-Equity) | Ex-Dividend | Jun 20, 2025 | $0.54 |
 AVGO (CloudComputing) | Ex-Dividend | Jun 20, 2025 | $0.59 |
 NEM (GoldWorldWide) | Pay Day | Jun 20, 2025 | $0.25 |
NEM (KeshavLohiya) | Pay Day | Jun 20, 2025 | $0.25 |
AVGO (NDI-FutureTech) | Ex-Dividend | Jun 20, 2025 | $0.59 |
 JOYY (InTheGame) | Ex-Dividend | Jun 23, 2025 | $0.94 |
 BLK (JeppeKirkBonde) | Pay Day | Jun 23, 2025 | $5.21 |
 LDO.MI (DroneTech) | Ex-Dividend | Jun 23, 2025 | $0.56 |
 JNPR (CyberSecurity) | Pay Day | Jun 23, 2025 | $0.22 |
JOYY (ShoppingCart) | Ex-Dividend | Jun 23, 2025 | $0.94 |
DIS | Ex-Dividend | Jun 24, 2025 | $0.50 |
FRO (KeshavLohiya) | Pay Day | Jun 24, 2025 | $0.18 |
LDO.MI (DroneTech) | Pay Day | Jun 25, 2025 | $0.56 |
 IS04.DE (The-Chameleon) | Pay Day | Jun 25, 2025 | $0.00 |
META | Pay Day | Jun 26, 2025 | $0.52 |
META (InTheGame) | Pay Day | Jun 26, 2025 | $0.52 |
 QCOM (InTheGame) | Pay Day | Jun 26, 2025 | $0.89 |
META (JeppeKirkBonde) | Pay Day | Jun 26, 2025 | $0.52 |
AGI (GoldWorldWide) | Pay Day | Jun 26, 2025 | $0.02 |
FNV (GoldWorldWide) | Pay Day | Jun 26, 2025 | $0.38 |
META (NDI-FutureTech) | Pay Day | Jun 26, 2025 | $0.52 |
QCOM (NDI-FutureTech) | Pay Day | Jun 26, 2025 | $0.89 |
DHR | Ex-Dividend | Jun 27, 2025 | $0.32 |
 LMT (JeppeKirkBonde) | Pay Day | Jun 27, 2025 | $3.30 |
 GS (JeppeKirkBonde) | Pay Day | Jun 27, 2025 | $3.00 |
LMT (DroneTech) | Pay Day | Jun 27, 2025 | $3.30 |
 BAC (TheBigBanks) | Pay Day | Jun 27, 2025 | $0.26 |
GS (TheBigBanks) | Pay Day | Jun 27, 2025 | $3.00 |
LMT (SpaceTech) | Pay Day | Jun 27, 2025 | $3.30 |
BAC (WarrenBuffet-CF) | Pay Day | Jun 27, 2025 | $0.26 |
 KHC (WarrenBuffet-CF) | Pay Day | Jun 27, 2025 | $0.40 |
 DBRG (Private-Equity) | Ex-Dividend | Jun 30, 2025 | $0.01 |
ARES (Private-Equity) | Pay Day | Jun 30, 2025 | $1.12 |
STEP (Private-Equity) | Pay Day | Jun 30, 2025 | $0.24 |
LDOS (JeppeKirkBonde) | Pay Day | Jun 30, 2025 | $0.40 |
AVGO (CloudComputing) | Pay Day | Jun 30, 2025 | $0.59 |
CVE (KeshavLohiya) | Pay Day | Jun 30, 2025 | $0.14 |
LDOS (SpaceTech) | Pay Day | Jun 30, 2025 | $0.40 |
IRDM (SpaceTech) | Pay Day | Jun 30, 2025 | $0.14 |
 BKNG (ShoppingCart) | Pay Day | Jun 30, 2025 | $9.60 |
AVGO (NDI-FutureTech) | Pay Day | Jun 30, 2025 | $0.59 |
DPZ (WarrenBuffet-CF) | Pay Day | Jun 30, 2025 | $1.74 |
NKE | Pay Day | Jul 1, 2025 | $0.40 |
TXT (DroneTech) | Pay Day | Jul 1, 2025 | $0.02 |
TTE.PA (KeshavLohiya) | Pay Day | Jul 1, 2025 | $0.88 |
KO (WarrenBuffet-CF) | Pay Day | Jul 1, 2025 | $0.51 |
NVDA | Pay Day | Jul 3, 2025 | $0.01 |
NVDA (InTheGame) | Pay Day | Jul 3, 2025 | $0.01 |
JOYY (InTheGame) | Pay Day | Jul 3, 2025 | $0.94 |
 JPM (JeppeKirkBonde) | Ex-Dividend | Jul 3, 2025 | $1.40 |
NVDA (JeppeKirkBonde) | Pay Day | Jul 3, 2025 | $0.01 |
 GD (DroneTech) | Ex-Dividend | Jul 3, 2025 | $1.50 |
 RGLD (GoldWorldWide) | Ex-Dividend | Jul 3, 2025 | $0.45 |
 CSCO (CyberSecurity) | Ex-Dividend | Jul 3, 2025 | $0.41 |
JPM (TheBigBanks) | Ex-Dividend | Jul 3, 2025 | $1.40 |
JOYY (ShoppingCart) | Pay Day | Jul 3, 2025 | $0.94 |
CSCO (NDI-FutureTech) | Ex-Dividend | Jul 3, 2025 | $0.41 |
NVDA (NDI-FutureTech) | Pay Day | Jul 3, 2025 | $0.01 |
CB (WarrenBuffet-CF) | Pay Day | Jul 3, 2025 | $0.97 |
 IBE.MC (JeppeKirkBonde) | Ex-Dividend | Jul 4, 2025 | $0.46 |
HLNE (Private-Equity) | Pay Day | Jul 7, 2025 | $0.54 |
CW (DroneTech) | Pay Day | Jul 7, 2025 | $0.24 |
CW (SpaceTech) | Pay Day | Jul 7, 2025 | $0.24 |
APH (SpaceTech) | Pay Day | Jul 9, 2025 | $0.16 |
LRCX (NDI-FutureTech) | Pay Day | Jul 9, 2025 | $0.23 |
BABA | Pay Day | Jul 10, 2025 | $0.95 |
TSM | Pay Day | Jul 10, 2025 | $0.68 |
TSM (InTheGame) | Pay Day | Jul 10, 2025 | $0.68 |
BABA (JeppeKirkBonde) | Pay Day | Jul 10, 2025 | $0.95 |
TSM (JeppeKirkBonde) | Pay Day | Jul 10, 2025 | $0.68 |
BABA (CloudComputing) | Pay Day | Jul 10, 2025 | $0.95 |
CRM (CloudComputing) | Pay Day | Jul 10, 2025 | $0.42 |
BABA (KeshavLohiya) | Pay Day | Jul 10, 2025 | $0.95 |
BABA (ShoppingCart) | Pay Day | Jul 10, 2025 | $0.95 |
TSM (NDI-FutureTech) | Pay Day | Jul 10, 2025 | $0.68 |
DBRG (Private-Equity) | Pay Day | Jul 15, 2025 | $0.01 |
KBR (DroneTech) | Pay Day | Jul 15, 2025 | $0.16 |
KBR (SpaceTech) | Pay Day | Jul 15, 2025 | $0.16 |
OXY (WarrenBuffet-CF) | Pay Day | Jul 15, 2025 | $0.24 |
RGLD (GoldWorldWide) | Pay Day | Jul 17, 2025 | $0.45 |
DIS | Pay Day | Jul 23, 2025 | $0.50 |
RI.PA | Ex-Dividend | Jul 23, 2025 | $2.67 |
CSCO (CyberSecurity) | Pay Day | Jul 23, 2025 | $0.41 |
CSCO (NDI-FutureTech) | Pay Day | Jul 23, 2025 | $0.41 |
 RY (TheBigBanks) | Ex-Dividend | Jul 24, 2025 | $1.11 |
RI.PA | Pay Day | Jul 25, 2025 | $2.67 |
DHR | Pay Day | Jul 25, 2025 | $0.32 |
LAND.L (triangulacapital) | Pay Day | Jul 25, 2025 | $0.16 |
III (Private-Equity) | Pay Day | Jul 25, 2025 | $0.56 |
01211.HK | Pay Day | Jul 29, 2025 | $0.55 |
IBE.MC (JeppeKirkBonde) | Pay Day | Jul 30, 2025 | $0.46 |
 BMO (TheBigBanks) | Ex-Dividend | Jul 30, 2025 | $1.18 |
JPM (JeppeKirkBonde) | Pay Day | Jul 31, 2025 | $1.40 |
JPM (TheBigBanks) | Pay Day | Jul 31, 2025 | $1.40 |
ICG.L (Private-Equity) | Pay Day | Aug 1, 2025 | $0.76 |
GD (DroneTech) | Pay Day | Aug 8, 2025 | $1.50 |
WMT | Ex-Dividend | Aug 15, 2025 | $0.24 |
WMT (ShoppingCart) | Ex-Dividend | Aug 15, 2025 | $0.24 |
RY (TheBigBanks) | Pay Day | Aug 22, 2025 | $1.11 |
BMO (TheBigBanks) | Pay Day | Aug 26, 2025 | $1.18 |
 GLEN.L (KeshavLohiya) | Ex-Dividend | Aug 28, 2025 | $0.05 |
WMT | Pay Day | Sep 2, 2025 | $0.24 |
 AEM (GoldWorldWide) | Ex-Dividend | Sep 2, 2025 | $0.40 |
WMT (ShoppingCart) | Pay Day | Sep 2, 2025 | $0.24 |
AEM (GoldWorldWide) | Pay Day | Sep 15, 2025 | $0.40 |
GLEN.L (KeshavLohiya) | Pay Day | Sep 19, 2025 | $0.05 |
 EQT.ST (Private-Equity) | Ex-Dividend | Nov 28, 2025 | $0.22 |
EQT.ST (Private-Equity) | Pay Day | Dec 4, 2025 | $0.22 |
 INDA (JeppeKirkBonde) | Pay Day | Dec 20, 2025 | $0.00 |
Performance Metrics
Score 4.7/10
Beta
0.92
0.92
0
0.8
1.2
0
2
Sharpe Ratio
0.44
0.44
0
0.5
1
1.5
1.5
Sortino Ratio
0.72
0.72
0
1
2
3
3
Jensen's Alpha
0.74
0.74
-2
0
2
4.5
4.5
Omega Ratio
1
1
0
1
1.5
2.5
2.5
Treynor Ratio
0.78
0.78
0
0.75
1.25
2
2
Information Ratio
0
0
0
0.3
0.6
1
1
Calmar Ratio
0.49
0.49
0
0.3
0.6
1
1
Beta
0.92
0.92
0
0.8
1.2
0
2
Sharpe Ratio
0.44
0.44
0
0.5
1
1.5
1.5
Sortino Ratio
0.72
0.72
0
1
2
3
3
Jensen's Alpha
0.74
0.74
-2
0
2
4.5
4.5
Omega Ratio
1
1
0
1
1.5
2.5
2.5
Treynor Ratio
0.78
0.78
0
0.75
1.25
2
2
Information Ratio
0
0
0
0.3
0.6
1
1
Calmar Ratio
0.49
0.49
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
30.31
High:
TSLA
162.31TSLALow:
VOW3.DE
4.95VOW3.DEDetails
PEG Ratio
92.25
High:
MSFT
300.52MSFTLow:
PFE
0.61PFEDetails
Price/Book
8.71
High:
APP
245.73APPLow:
DELL
-53.42DELLDetails
Price/Sales
6.83
High:APP
28.07APPLow:VOW3.DE
0.14VOW3.DEDetails
Price/CF
18.36
High:
LLY
79.83LLYLow:
ITUB
2.38ITUBDetails
Price/FCF
46.19
High:
MU
1,171.75MULow:ITUB
2.95ITUBDetails
P/E Ratio
30.31
High:TSLA
162.31TSLALow:VOW3.DE
4.95VOW3.DEDetails
PEG Ratio
92.25
High:MSFT
300.52MSFTLow:PFE
0.61PFEDetails
Price/Book
8.71
High:APP
245.73APPLow:DELL
-53.42DELLDetails
Price/Sales
6.83
High:APP
28.07APPLow:VOW3.DE
0.14VOW3.DEDetails
Price/CF
18.36
High:LLY
79.83LLYLow:ITUB
2.38ITUBDetails
Price/FCF
46.19
High:MU
1,171.75MULow:ITUB
2.95ITUBDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-23.41% | Jun 2022 | Jun 2023 | 12 |
-12.47% | Aug 2023 | Feb 2024 | 6 |
-7.69% | Feb 2025 | May 2025 | 3 |
-2.94% | Apr 2024 | May 2024 | 1 |
-1.01% | Oct 2024 | Nov 2024 | 1 |
-0.55% | Dec 2024 | Jan 2025 | 1 |