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+0.04%
Today
-4.42%
This Month
-6.02%
Year To Date
+37.12%
2 Years
+23.2%
5 Years
+8.41%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading33.9%
- 🖥️ Technology Services22.66%
- 💵 Cash12.64%
- 🛍️ Retail Trade7.73%
- 💻 Electronic Technology3.82%
- 📊 ETFs3.51%
- 🧬 Health Technology3.05%
- 💇♀️ Consumer Services2.03%
- 🚚 Transportation1.89%
- 🪨 Non Energy Minerals1.31%
- 🛠️ Producer Manufacturing1.22%
- 💼 Commercial Services1.21%
- 🚗 Consumer Durables1.11%
- 🍞 Consumer Non Durables0.84%
- ⛏️ Energy Minerals0.31%
- 💰 Finance0.03%
- 🏭 Industrial Services0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq45.04%
- 🇺🇸 NYSE23.53%
- 🇬🇧 LSE4.33%
- 🌍 Digital Currency2.2%
- 🇭🇰 Hong Kong Exchanges2.13%
- 🇫🇷 Euronext Paris1.48%
- 🇩🇰 Copenhagen Stock Exchange0.84%
- 🇸🇪 Stockholm Stock Exchange0.73%
- 🇮🇹 Borsa Italiana0.68%
- 🇨🇭 SIX0.62%
- 🇳🇱 Euronext Amsterdam0.6%
- 🇩🇪 FRA0.55%
- 🇪🇸 Bolsa De Madrid0.25%
- 🇩🇪 Xetra ETFs0.23%
- 🇳🇴 Oslo Stock Exchange0.19%
- 🇧🇪 Euronext Brussels0.12%
- 🇺🇸 Chicago Board Options Exchange0.09%
- 🇦🇪 Dubai Financial Market0.06%
- 🇫🇮 Helsinki Stock Exchange0.02%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States55.93%
- 🇨🇳 China4.66%
- 🇬🇧 United Kingdom2.62%
- 🇨🇦 Canada2%
- 🇫🇷 France1.4%
- 🇹🇼 Taiwan1.18%
- 🇰🇷 South Korea0.97%
- 🇩🇰 Denmark0.84%
- 🇳🇱 Netherlands0.69%
- 🇮🇹 Italy0.68%
- 🇨🇭 Switzerland0.64%
- 🇩🇪 Germany0.55%
- 🇯🇵 Japan0.48%
- 🇸🇪 Sweden0.42%
- 🇸🇬 Singapore0.42%
- 🇫🇮 Finland0.33%
- 🇮🇱 Israel0.32%
- 🇧🇷 Brazil0.31%
- 🇪🇸 Spain0.25%
- 🇿🇦 South Africa0.22%
- 🇳🇴 Norway0.16%
- 🇨🇾 Cyprus0.14%
- 🇧🇪 Belgium0.12%
- 🇮🇳 India0.05%
- 🇮🇪 Ireland0.05%
- 🇬🇷 Greece0.03%
- 🇱🇺 Luxembourg0.03%
- 🇲🇨 Monaco0.01%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
1.03%
41 out of 52 instruments pay dividend.
34 dividend payments in the next 30 days.
Highest Dividend: KeshavLohiya (10.42%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 triangulacapital | 0.19% | 4.65% | - |
 KeshavLohiya | 0.09% | 10.42% | - |
 Private-Equity | 0.08% | 2.5% | - |
 TLT | 0.07% | 4.12% | - |
 TheBigBanks | 0.06% | 4.19% | - |
 MSFT | 0.06% | 0.88% | $3 |
 JeppeKirkBonde | 0.05% | 1.55% | - |
 ITV.L | 0.04% | 6.59% | $0.05 |
 InTheGame | 0.04% | 0.53% | - |
 PFE | 0.04% | 7.63% | $1.66 |
 META | 0.03% | 0.4% | $1 |
 GOOG | 0.03% | 0.52% | $0.2 |
 GoldWorldWide | 0.03% | 1.05% | - |
 DroneTech | 0.02% | 1.19% | - |
 SMSN.L | 0.02% | 2.48% | $23.68 |
 VOW3.DE | 0.02% | 7.1% | $9.06 |
 CVX | 0.01% | 4.79% | $6.28 |
 LLY | 0.01% | 0.64% | $4.86 |
 DIS | 0.01% | 1.18% | $0.75 |
 01211.HK | 0.01% | 1.09% | $3.41 |
 NOVO-B.CO | 0.01% | 2.73% | $9.4 |
 TSM | 0.01% | 1.35% | $1.74 |
 NKE | 0.01% | 2.76% | $1.45 |
 NESN.ZU | 0.01% | 3.47% | $3 |
 SPY | 0.01% | 1.28% | - |
 COPX | 0.01% | 1.77% | - |
 SpaceTech | 0.01% | 0.85% | - |
 RI.PA | 0.01% | 5.08% | $4.7 |
 NSC | 0.01% | 2.46% | $5.4 |
 SPGI | 0.01% | 0.8% | $3.62 |
 The-Chameleon | 0.01% | 0.31% | - |
 EMR | 0.01% | 2.11% | $2.1 |
 CyberSecurity | 0% | 0.23% | - |
 CloudComputing | 0% | 0.18% | - |
 WMT | 0% | 1.01% | $0.81 |
 BABA | 0% | 0.9% | $0.98 |
 DHR | 0% | 0.6% | $1.05 |
 ITUB | 0% | 5.62% | $0.15 |
 NIQUE3 | 0% | 0.2% | - |
 NVDA | 0% | 0.04% | $0.02 |
 SOBO | 0% | 4.06% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 CAT (DroneTech) | Ex-Dividend | Apr 21, 2025 | $1.41 |
 HMY (GoldWorldWide) | Pay Day | Apr 21, 2025 | $0.12 |
 MAG (GoldWorldWide) | Pay Day | Apr 21, 2025 | $0.18 |
 AIR.PA (DroneTech) | Ex-Dividend | Apr 22, 2025 | $1.04 |
 UCG.MI (TheBigBanks) | Ex-Dividend | Apr 22, 2025 | $1.52 |
AIR.PA (SpaceTech) | Ex-Dividend | Apr 22, 2025 | $1.04 |
 ORCL (CloudComputing) | Pay Day | Apr 23, 2025 | $0.50 |
 CSCO (CyberSecurity) | Pay Day | Apr 23, 2025 | $0.41 |
 INGA.NV (triangulacapital) | Ex-Dividend | Apr 24, 2025 | $0.74 |
 MC.PA (JeppeKirkBonde) | Ex-Dividend | Apr 24, 2025 | $8.54 |
 CDI.PA (JeppeKirkBonde) | Ex-Dividend | Apr 24, 2025 | $7.83 |
 CRM (CloudComputing) | Pay Day | Apr 24, 2025 | $0.42 |
AIR.PA (DroneTech) | Pay Day | Apr 24, 2025 | $1.04 |
UCG.MI (TheBigBanks) | Pay Day | Apr 24, 2025 | $1.52 |
INGA.NV (TheBigBanks) | Ex-Dividend | Apr 24, 2025 | $0.74 |
 RY (TheBigBanks) | Ex-Dividend | Apr 24, 2025 | $1.03 |
AIR.PA (SpaceTech) | Pay Day | Apr 24, 2025 | $1.04 |
MC.PA (NIQUE3) | Ex-Dividend | Apr 24, 2025 | $8.54 |
DHR | Pay Day | Apr 25, 2025 | $0.32 |
 HSBC (triangulacapital) | Pay Day | Apr 25, 2025 | $1.80 |
 TPG (Private-Equity) | Pay Day | Apr 25, 2025 | $0.24 |
 ORK.OL (JeppeKirkBonde) | Ex-Dividend | Apr 25, 2025 | $0.57 |
 GE (DroneTech) | Pay Day | Apr 25, 2025 | $0.36 |
 ASML.NV (NIQUE3) | Ex-Dividend | Apr 25, 2025 | $2.10 |
 NWG (triangulacapital) | Pay Day | Apr 28, 2025 | $0.39 |
MC.PA (JeppeKirkBonde) | Pay Day | Apr 28, 2025 | $8.54 |
 ASML (JeppeKirkBonde) | Ex-Dividend | Apr 28, 2025 | $1.92 |
CDI.PA (JeppeKirkBonde) | Pay Day | Apr 28, 2025 | $7.83 |
MC.PA (NIQUE3) | Pay Day | Apr 28, 2025 | $8.54 |
 JD.US (DroneTech) | Pay Day | Apr 29, 2025 | $1.00 |
 BMO (TheBigBanks) | Ex-Dividend | Apr 29, 2025 | $1.12 |
 SAN.MC (TheBigBanks) | Ex-Dividend | Apr 29, 2025 | $0.11 |
 JOYY (InTheGame) | Pay Day | Apr 30, 2025 | $0.93 |
 JPM (JeppeKirkBonde) | Pay Day | Apr 30, 2025 | $1.40 |
 TXN (DroneTech) | Ex-Dividend | Apr 30, 2025 | $1.36 |
JPM (TheBigBanks) | Pay Day | Apr 30, 2025 | $1.40 |
 3328.HK (TheBigBanks) | Pay Day | Apr 30, 2025 | $0.03 |
 FCX (JeppeKirkBonde) | Pay Day | May 1, 2025 | $0.15 |
 GLEN.L (KeshavLohiya) | Ex-Dividend | May 1, 2025 | $0.05 |
INGA.NV (triangulacapital) | Pay Day | May 2, 2025 | $0.74 |
INGA.NV (TheBigBanks) | Pay Day | May 2, 2025 | $0.74 |
SAN.MC (TheBigBanks) | Pay Day | May 2, 2025 | $0.11 |
 KER.PA (JeppeKirkBonde) | Ex-Dividend | May 5, 2025 | $4.13 |
 C (TheBigBanks) | Ex-Dividend | May 5, 2025 | $0.56 |
 PNC (TheBigBanks) | Pay Day | May 5, 2025 | $1.60 |
ORK.OL (JeppeKirkBonde) | Pay Day | May 6, 2025 | $0.57 |
ASML (JeppeKirkBonde) | Pay Day | May 6, 2025 | $1.92 |
ASML.NV (NIQUE3) | Pay Day | May 6, 2025 | $2.10 |
KER.PA (JeppeKirkBonde) | Pay Day | May 7, 2025 | $4.13 |
 EQT (JeppeKirkBonde) | Ex-Dividend | May 7, 2025 | $0.16 |
 AALB.NV (triangulacapital) | Pay Day | May 8, 2025 | $1.21 |
WMT | Ex-Dividend | May 9, 2025 | $0.24 |
 GD (DroneTech) | Pay Day | May 9, 2025 | $1.50 |
 HWM (DroneTech) | Ex-Dividend | May 9, 2025 | $0.10 |
HWM (SpaceTech) | Ex-Dividend | May 9, 2025 | $0.10 |
 EVO.ST (triangulacapital) | Ex-Dividend | May 12, 2025 | $3.06 |
 NHY.OL (JeppeKirkBonde) | Ex-Dividend | May 12, 2025 | $2.25 |
TXN (DroneTech) | Pay Day | May 13, 2025 | $1.36 |
 PUK (triangulacapital) | Pay Day | May 14, 2025 | $0.33 |
MSFT | Ex-Dividend | May 15, 2025 | $0.83 |
MSFT (InTheGame) | Ex-Dividend | May 15, 2025 | $0.83 |
MSFT (JeppeKirkBonde) | Ex-Dividend | May 15, 2025 | $0.83 |
MSFT (CloudComputing) | Ex-Dividend | May 15, 2025 | $0.83 |
MSFT (NIQUE3) | Ex-Dividend | May 15, 2025 | $0.83 |
 0700.HK (InTheGame) | Ex-Dividend | May 16, 2025 | $0.58 |
0700.HK (JeppeKirkBonde) | Ex-Dividend | May 16, 2025 | $0.58 |
 NEXI.MI (triangulacapital) | Ex-Dividend | May 19, 2025 | $0.26 |
 BNP.PA (TheBigBanks) | Ex-Dividend | May 19, 2025 | $4.95 |
 ISP.MI (TheBigBanks) | Ex-Dividend | May 19, 2025 | $0.18 |
EVO.ST (triangulacapital) | Pay Day | May 20, 2025 | $3.06 |
 SOF.BR (Private-Equity) | Ex-Dividend | May 20, 2025 | $3.83 |
NHY.OL (JeppeKirkBonde) | Pay Day | May 20, 2025 | $2.25 |
CAT (DroneTech) | Pay Day | May 20, 2025 | $1.41 |
NEXI.MI (triangulacapital) | Pay Day | May 21, 2025 | $0.26 |
 MF.PA (Private-Equity) | Ex-Dividend | May 21, 2025 | $5.07 |
BNP.PA (TheBigBanks) | Pay Day | May 21, 2025 | $4.95 |
ISP.MI (TheBigBanks) | Pay Day | May 21, 2025 | $0.18 |
ITV.L | Pay Day | May 22, 2025 | $0.04 |
SOF.BR (Private-Equity) | Pay Day | May 22, 2025 | $3.83 |
MF.PA (Private-Equity) | Pay Day | May 23, 2025 | $5.07 |
C (TheBigBanks) | Pay Day | May 23, 2025 | $0.56 |
RY (TheBigBanks) | Pay Day | May 23, 2025 | $1.03 |
 TEP.PA (triangulacapital) | Ex-Dividend | May 26, 2025 | $4.40 |
 GLE.PA (TheBigBanks) | Ex-Dividend | May 26, 2025 | $1.13 |
 DSY.PA (SpaceTech) | Ex-Dividend | May 26, 2025 | $0.28 |
WMT | Pay Day | May 27, 2025 | $0.24 |
 SAF.PA (DroneTech) | Ex-Dividend | May 27, 2025 | $3.04 |
HWM (DroneTech) | Pay Day | May 27, 2025 | $0.10 |
BMO (TheBigBanks) | Pay Day | May 27, 2025 | $1.12 |
HWM (SpaceTech) | Pay Day | May 27, 2025 | $0.10 |
TEP.PA (triangulacapital) | Pay Day | May 28, 2025 | $4.40 |
GLE.PA (TheBigBanks) | Pay Day | May 28, 2025 | $1.13 |
DSY.PA (SpaceTech) | Pay Day | May 28, 2025 | $0.28 |
0700.HK (InTheGame) | Pay Day | May 30, 2025 | $0.58 |
 GS (JeppeKirkBonde) | Ex-Dividend | May 30, 2025 | $3.00 |
0700.HK (JeppeKirkBonde) | Pay Day | May 30, 2025 | $0.58 |
 AEM (GoldWorldWide) | Ex-Dividend | May 30, 2025 | $0.40 |
GS (TheBigBanks) | Ex-Dividend | May 30, 2025 | $3.00 |
EQT (JeppeKirkBonde) | Pay Day | Jun 2, 2025 | $0.16 |
SAF.PA (DroneTech) | Pay Day | Jun 2, 2025 | $3.04 |
 LHX (DroneTech) | Ex-Dividend | Jun 3, 2025 | $1.20 |
LHX (SpaceTech) | Ex-Dividend | Jun 3, 2025 | $1.20 |
GLEN.L (KeshavLohiya) | Pay Day | Jun 4, 2025 | $0.05 |
 QCOM (InTheGame) | Ex-Dividend | Jun 5, 2025 | $0.89 |
MSFT | Pay Day | Jun 12, 2025 | $0.83 |
TSM | Ex-Dividend | Jun 12, 2025 | $0.68 |
MSFT (InTheGame) | Pay Day | Jun 12, 2025 | $0.83 |
TSM (InTheGame) | Ex-Dividend | Jun 12, 2025 | $0.68 |
MSFT (JeppeKirkBonde) | Pay Day | Jun 12, 2025 | $0.83 |
TSM (JeppeKirkBonde) | Ex-Dividend | Jun 12, 2025 | $0.68 |
MSFT (CloudComputing) | Pay Day | Jun 12, 2025 | $0.83 |
MSFT (NIQUE3) | Pay Day | Jun 12, 2025 | $0.83 |
AEM (GoldWorldWide) | Pay Day | Jun 16, 2025 | $0.40 |
LHX (DroneTech) | Pay Day | Jun 18, 2025 | $1.20 |
LHX (SpaceTech) | Pay Day | Jun 18, 2025 | $1.20 |
 TTE.PA (KeshavLohiya) | Ex-Dividend | Jun 19, 2025 | $0.88 |
 LDO.MI (DroneTech) | Ex-Dividend | Jun 23, 2025 | $0.56 |
DIS | Ex-Dividend | Jun 24, 2025 | $0.50 |
LDO.MI (DroneTech) | Pay Day | Jun 25, 2025 | $0.56 |
QCOM (InTheGame) | Pay Day | Jun 26, 2025 | $0.89 |
 IS04.DE (The-Chameleon) | Pay Day | Jun 26, 2025 | $- |
GS (JeppeKirkBonde) | Pay Day | Jun 27, 2025 | $3.00 |
GS (TheBigBanks) | Pay Day | Jun 27, 2025 | $3.00 |
TTE.PA (KeshavLohiya) | Pay Day | Jul 1, 2025 | $0.88 |
 TMF (NIQUE3) | Pay Day | Jul 2, 2025 | $- |
COPX | Pay Day | Jul 5, 2025 | $- |
TSM | Pay Day | Jul 10, 2025 | $0.68 |
TSM (InTheGame) | Pay Day | Jul 10, 2025 | $0.68 |
TSM (JeppeKirkBonde) | Pay Day | Jul 10, 2025 | $0.68 |
 ENEL.MI (triangulacapital) | Ex-Dividend | Jul 21, 2025 | $0.28 |
DIS | Pay Day | Jul 23, 2025 | $0.50 |
RI.PA | Ex-Dividend | Jul 23, 2025 | $2.67 |
ENEL.MI (triangulacapital) | Pay Day | Jul 23, 2025 | $0.28 |
RI.PA | Pay Day | Jul 25, 2025 | $2.67 |
 INDA (JeppeKirkBonde) | Pay Day | Dec 20, 2025 | $- |
Performance Metrics
Score 3.9/10
Beta
0.89
0.89
0
0.8
1.2
0
2
Sharpe Ratio
0.32
0.32
0
0.5
1
1.5
1.5
Sortino Ratio
0.51
0.51
0
1
2
3
3
Jensen's Alpha
-0.47
-0.47
-2
0
2
4.5
4.5
Omega Ratio
0.92
0.92
0
1
1.5
2.5
2.5
Treynor Ratio
0.58
0.58
0
0.75
1.25
2
2
Information Ratio
-0.09
-0.09
-1
0.3
0.6
1
1
Calmar Ratio
0.38
0.38
0
0.3
0.6
1
1
Beta
0.89
0.89
0
0.8
1.2
0
2
Sharpe Ratio
0.32
0.32
0
0.5
1
1.5
1.5
Sortino Ratio
0.51
0.51
0
1
2
3
3
Jensen's Alpha
-0.47
-0.47
-2
0
2
4.5
4.5
Omega Ratio
0.92
0.92
0
1
1.5
2.5
2.5
Treynor Ratio
0.58
0.58
0
0.75
1.25
2
2
Information Ratio
-0.09
-0.09
-1
0.3
0.6
1
1
Calmar Ratio
0.38
0.38
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
25.72
High:
TSLA
118.42TSLALow:
VOW3.DE
4.19VOW3.DEDetails
PEG Ratio
70.7
High:
MSFT
239.3MSFTLow:
UBER
4UBERDetails
Price/Book
7.08
High:
LLY
56.08LLYLow:VOW3.DE
0.27VOW3.DEDetails
Price/Sales
5.45
High:
NVDA
19.21NVDALow:VOW3.DE
0.14VOW3.DEDetails
Price/CF
21.01
High:TSLA
95.18TSLALow:VOW3.DE
2.6VOW3.DEDetails
Price/FCF
49.37
High:
CDE
926.33CDELow:
ITUB
3.54ITUBDetails
P/E Ratio
25.72
High:TSLA
118.42TSLALow:VOW3.DE
4.19VOW3.DEDetails
PEG Ratio
70.7
High:MSFT
239.3MSFTLow:UBER
4UBERDetails
Price/Book
7.08
High:LLY
56.08LLYLow:VOW3.DE
0.27VOW3.DEDetails
Price/Sales
5.45
High:NVDA
19.21NVDALow:VOW3.DE
0.14VOW3.DEDetails
Price/CF
21.01
High:TSLA
95.18TSLALow:VOW3.DE
2.6VOW3.DEDetails
Price/FCF
49.37
High:CDE
926.33CDELow:ITUB
3.54ITUBDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-23.41% | Jun 2022 | Jun 2023 | 12 |
-12.47% | Aug 2023 | Feb 2024 | 6 |
-11.81% | Feb 2025 | - | 3 |
-2.94% | Apr 2024 | May 2024 | 1 |
-1.01% | Oct 2024 | Nov 2024 | 1 |
-0.55% | Dec 2024 | Jan 2025 | 1 |