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-2.78%
This Month
+16.84%
Year To Date
+67.94%
2 Years
+104.38%
5 Years
+104.38%
10 Years
+30.74%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading39.99%
- 📊 ETFs28.4%
- 💻 Electronic Technology12.34%
- 🖥️ Technology Services6.48%
- 🛠️ Producer Manufacturing5.19%
- 💰 Finance3.34%
- 🛍️ Retail Trade1.75%
- 🚗 Consumer Durables0.81%
- 🧩 Miscellaneous0.76%
- 🪨 Non Energy Minerals0.38%
- ⛏️ Energy Minerals0.28%
- ⚡ Utilities0.25%
- 💵 Cash0.04%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE50.29%
- 🇺🇸 Nasdaq41.14%
- 🇬🇧 LSE2.32%
- 🇭🇰 Hong Kong Exchanges1.42%
- 🇫🇷 Euronext Paris0.74%
- 🇩🇪 FRA0.58%
- 🇨🇭 SIX0.24%
- 🇳🇴 Oslo Stock Exchange0.18%
- 🇮🇹 Borsa Italiana0.17%
- 🇳🇱 Euronext Amsterdam0.17%
- 🇪🇸 Bolsa De Madrid0.08%
- 🇵🇹 Euronext Lisbon0.06%
- 🇩🇰 Copenhagen Stock Exchange0.06%
- 🇦🇺 Sydney0.05%
- 🇧🇪 Euronext Brussels0.03%
- 🇺🇸 Chicago Board Options Exchange0.03%
- 🌍 Digital Currency0.03%
- 🇫🇮 Helsinki Stock Exchange0.02%
- Regular Trading Hours - RTH0.02%
- 🇸🇪 Stockholm Stock Exchange0.01%
- 🇦🇪 Dubai Financial Market0.01%
- 🌍 FX0.01%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States49.47%
- 🇹🇼 Taiwan3%
- 🇬🇧 United Kingdom2.95%
- 🇨🇳 China2.46%
- 🇳🇱 Netherlands0.92%
- 🇰🇷 South Korea0.87%
- 🇨🇦 Canada0.79%
- 🇫🇷 France0.7%
- 🇩🇪 Germany0.58%
- 🇿🇦 South Africa0.38%
- 🇨🇭 Switzerland0.31%
- 🇭🇰 Hong Kong0.27%
- 🇯🇵 Japan0.21%
- 🇩🇰 Denmark0.19%
- 🇮🇹 Italy0.19%
- 🇸🇬 Singapore0.19%
- 🇳🇴 Norway0.18%
- 🇧🇷 Brazil0.13%
- 🇪🇸 Spain0.08%
- 🇮🇱 Israel0.08%
- 🇵🇹 Portugal0.06%
- 🇦🇺 Australia0.06%
- 🇬🇷 Greece0.05%
- 🇸🇪 Sweden0.03%
- 🇧🇪 Belgium0.03%
- 🇮🇪 Ireland0.02%
- 🇫🇮 Finland0.02%
- 🇰🇾 Cayman Islands0.02%
- 🇱🇺 Luxembourg0%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
0.46%
45 out of 55 instruments pay dividend.
122 dividend payments in the next 30 days.
Highest Dividend: $PGR (7.11%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 triangulacapital | 0.05% | 3.75% | - |
 Utilities | 0.04% | 3.07% | - |
 FundManagerZech | 0.04% | 5.72% | - |
 aar0ntw | 0.03% | 0.23% | - |
 EuropeEconomy | 0.03% | 2.42% | - |
 thomaspj | 0.02% | 2.05% | - |
 JPM | 0.02% | 1.93% | $4.4 |
 AsianDragons | 0.02% | 1.79% | - |
 KB | 0.01% | 2.26% | $2.39 |
 AI-Revolution | 0.01% | 0.28% | - |
 PGR | 0.01% | 7.11% | $1.15 |
 Cfranklin89 | 0.01% | 0.88% | - |
 GoldWorldWide | 0.01% | 0.9% | - |
 ChinaTech | 0.01% | 1.14% | - |
 GEV | 0.01% | 0.18% | - |
 AVGO | 0.01% | 0.62% | $19.7 |
 MSFT | 0.01% | 0.83% | $3 |
 NVDA | 0.01% | 0.13% | $0.02 |
 XOM | 0.01% | 2.68% | $3.76 |
 HMY | 0.01% | 1.88% | $0.08 |
 NEE | 0.01% | 2.79% | $1.97 |
 0700.HK | 0.01% | 1.16% | $3.4 |
 BAC | 0.01% | 2.11% | $0.96 |
 AAPL | 0.01% | 0.34% | $0.97 |
 JeppeKirkBonde | 0.01% | 0.87% | - |
 BigTech | 0.01% | 0.2% | - |
 CPHequities | 0% | 0.7% | - |
 META | 0% | 0.34% | $1 |
 TSM | 0% | 0.69% | $1.74 |
 WMT | 0% | 0.84% | $0.81 |
 QCOM | 0% | 1.52% | $3.25 |
 SPY | 0% | 0.98% | - |
 GE | 0% | 0.48% | $0.44 |
 The-Chameleon | 0% | 0.28% | - |
 Magnificent-7 | 0% | 0.28% | - |
 GOOG | 0% | 0.23% | $0.2 |
 V | 0% | 0.81% | $2.01 |
 MA | 0% | 0.68% | $2.46 |
 COST | 0% | 0.55% | $19.22 |
 QQQ | 0% | 0.38% | - |
 OutSmartNSDQ | 0% | 0.11% | - |
 CyberSecurity | 0% | 0.08% | - |
 echungsam_trader | 0% | 0.02% | - |
 ITUB | 0% | -1.82% | $-0.15 |
 MRP | 0% | -10.17% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
GOOG | Ex-Dividend | Jun 8, 2026 | $0.22 |
GOOG (aar0ntw) | Ex-Dividend | Jun 8, 2026 | $0.22 |
 GOOGL (BigTech) | Ex-Dividend | Jun 8, 2026 | $0.22 |
GOOGL (AI-Revolution) | Ex-Dividend | Jun 8, 2026 | $0.22 |
GOOG (Cfranklin89) | Ex-Dividend | Jun 8, 2026 | $0.22 |
GOOGL (Magnificent-7) | Ex-Dividend | Jun 8, 2026 | $0.22 |
 SO (Utilities) | Pay Day | Jun 8, 2026 | $0.76 |
 ATO (Utilities) | Pay Day | Jun 8, 2026 | $1.00 |
GOOGL (JeppeKirkBonde) | Ex-Dividend | Jun 8, 2026 | $0.22 |
GOOG (OutSmartNSDQ) | Ex-Dividend | Jun 8, 2026 | $0.22 |
GOOG (CPHequities) | Ex-Dividend | Jun 8, 2026 | $0.22 |
 PEG (Utilities) | Ex-Dividend | Jun 9, 2026 | $0.67 |
 AEE (Utilities) | Ex-Dividend | Jun 9, 2026 | $0.75 |
 WPM (GoldWorldWide) | Pay Day | Jun 9, 2026 | $0.20 |
 ROST (CPHequities) | Ex-Dividend | Jun 9, 2026 | $0.45 |
XOM | Pay Day | Jun 10, 2026 | $1.03 |
 LLY (aar0ntw) | Pay Day | Jun 10, 2026 | $1.73 |
 SPGI (Cfranklin89) | Pay Day | Jun 10, 2026 | $0.97 |
 AEP (Utilities) | Pay Day | Jun 10, 2026 | $0.95 |
 PPL (Utilities) | Ex-Dividend | Jun 10, 2026 | $0.28 |
 NJR (Utilities) | Ex-Dividend | Jun 10, 2026 | $0.47 |
 CDE (GoldWorldWide) | Pay Day | Jun 10, 2026 | $0.02 |
 BTG.US (GoldWorldWide) | Ex-Dividend | Jun 10, 2026 | $0.02 |
 HL (GoldWorldWide) | Pay Day | Jun 10, 2026 | $0.00 |
 9988.HK (FundManagerZech) | Ex-Dividend | Jun 10, 2026 | $0.13 |
 RPRX (CPHequities) | Pay Day | Jun 10, 2026 | $0.23 |
MSFT | Pay Day | Jun 11, 2026 | $0.91 |
TSM | Ex-Dividend | Jun 11, 2026 | $0.95 |
MSFT (aar0ntw) | Pay Day | Jun 11, 2026 | $0.91 |
TSM (aar0ntw) | Ex-Dividend | Jun 11, 2026 | $0.95 |
 CRM (echungsam_trader) | Ex-Dividend | Jun 11, 2026 | $0.44 |
MSFT (BigTech) | Pay Day | Jun 11, 2026 | $0.91 |
 BABA (BigTech) | Ex-Dividend | Jun 11, 2026 | $1.05 |
 AMAT (BigTech) | Pay Day | Jun 11, 2026 | $0.53 |
CRM (BigTech) | Ex-Dividend | Jun 11, 2026 | $0.44 |
TSM (BigTech) | Ex-Dividend | Jun 11, 2026 | $0.95 |
MSFT (AI-Revolution) | Pay Day | Jun 11, 2026 | $0.91 |
BABA (AI-Revolution) | Ex-Dividend | Jun 11, 2026 | $1.05 |
AMAT (AI-Revolution) | Pay Day | Jun 11, 2026 | $0.53 |
CRM (AI-Revolution) | Ex-Dividend | Jun 11, 2026 | $0.44 |
TSM (AI-Revolution) | Ex-Dividend | Jun 11, 2026 | $0.95 |
MSFT (Magnificent-7) | Pay Day | Jun 11, 2026 | $0.91 |
 CNP (Utilities) | Pay Day | Jun 11, 2026 | $0.23 |
 AGI (GoldWorldWide) | Ex-Dividend | Jun 11, 2026 | $0.04 |
 FNV (GoldWorldWide) | Ex-Dividend | Jun 11, 2026 | $0.44 |
MSFT (JeppeKirkBonde) | Pay Day | Jun 11, 2026 | $0.91 |
 HAS (JeppeKirkBonde) | Pay Day | Jun 11, 2026 | $0.70 |
TSM (JeppeKirkBonde) | Ex-Dividend | Jun 11, 2026 | $0.95 |
MSFT (OutSmartNSDQ) | Pay Day | Jun 11, 2026 | $0.91 |
AMAT (OutSmartNSDQ) | Pay Day | Jun 11, 2026 | $0.53 |
 TMUS (OutSmartNSDQ) | Pay Day | Jun 11, 2026 | $1.02 |
 01211.HK (FundManagerZech) | Ex-Dividend | Jun 11, 2026 | $0.05 |
MSFT (CPHequities) | Pay Day | Jun 11, 2026 | $0.91 |
 ORA.PA (CPHequities) | Ex-Dividend | Jun 11, 2026 | $0.53 |
TSM (CPHequities) | Ex-Dividend | Jun 11, 2026 | $0.95 |
BABA (ChinaTech) | Ex-Dividend | Jun 11, 2026 | $1.05 |
 00285.HK (ChinaTech) | Ex-Dividend | Jun 11, 2026 | $0.02 |
 02382.HK (ChinaTech) | Ex-Dividend | Jun 11, 2026 | $0.17 |
 823.HK (AsianDragons) | Ex-Dividend | Jun 11, 2026 | $0.16 |
TSM (AsianDragons) | Ex-Dividend | Jun 11, 2026 | $0.95 |
 RKT.L (Cfranklin89) | Pay Day | Jun 12, 2026 | $1.70 |
RKT.L (triangulacapital) | Pay Day | Jun 12, 2026 | $1.70 |
 AU (GoldWorldWide) | Pay Day | Jun 12, 2026 | $1.16 |
 RRC (JeppeKirkBonde) | Ex-Dividend | Jun 12, 2026 | $0.10 |
 TER (OutSmartNSDQ) | Pay Day | Jun 12, 2026 | $0.13 |
 GPN (FundManagerZech) | Ex-Dividend | Jun 12, 2026 | $0.25 |
 1299.HK (AsianDragons) | Pay Day | Jun 12, 2026 | $0.18 |
 00027.HK (AsianDragons) | Pay Day | Jun 12, 2026 | $0.10 |
 CB (EuropeEconomy) | Ex-Dividend | Jun 12, 2026 | $1.02 |
GOOG | Pay Day | Jun 15, 2026 | $0.22 |
META | Ex-Dividend | Jun 15, 2026 | $0.53 |
NEE | Pay Day | Jun 15, 2026 | $0.62 |
GOOG (aar0ntw) | Pay Day | Jun 15, 2026 | $0.22 |
META (BigTech) | Ex-Dividend | Jun 15, 2026 | $0.53 |
GOOGL (BigTech) | Pay Day | Jun 15, 2026 | $0.22 |
META (AI-Revolution) | Ex-Dividend | Jun 15, 2026 | $0.53 |
GOOGL (AI-Revolution) | Pay Day | Jun 15, 2026 | $0.22 |
GOOG (Cfranklin89) | Pay Day | Jun 15, 2026 | $0.22 |
 TMO (Cfranklin89) | Ex-Dividend | Jun 15, 2026 | $0.47 |
META (Magnificent-7) | Ex-Dividend | Jun 15, 2026 | $0.53 |
GOOGL (Magnificent-7) | Pay Day | Jun 15, 2026 | $0.22 |
 EXC (Utilities) | Pay Day | Jun 15, 2026 | $0.42 |
NEE (Utilities) | Pay Day | Jun 15, 2026 | $0.62 |
 ED (Utilities) | Pay Day | Jun 15, 2026 | $0.89 |
 XEL (Utilities) | Ex-Dividend | Jun 15, 2026 | $0.59 |
 B (GoldWorldWide) | Pay Day | Jun 15, 2026 | $0.17 |
 AEM (GoldWorldWide) | Pay Day | Jun 15, 2026 | $0.45 |
META (JeppeKirkBonde) | Ex-Dividend | Jun 15, 2026 | $0.53 |
 LDOS (JeppeKirkBonde) | Ex-Dividend | Jun 15, 2026 | $0.43 |
B (JeppeKirkBonde) | Pay Day | Jun 15, 2026 | $0.17 |
GOOGL (JeppeKirkBonde) | Pay Day | Jun 15, 2026 | $0.22 |
GOOG (OutSmartNSDQ) | Pay Day | Jun 15, 2026 | $0.22 |
META (OutSmartNSDQ) | Ex-Dividend | Jun 15, 2026 | $0.53 |
 EMBC (FundManagerZech) | Pay Day | Jun 15, 2026 | $0.01 |
 OCSL (FundManagerZech) | Ex-Dividend | Jun 15, 2026 | $0.34 |
GOOG (CPHequities) | Pay Day | Jun 15, 2026 | $0.22 |
ORA.PA (CPHequities) | Pay Day | Jun 15, 2026 | $0.53 |
GEV | Ex-Dividend | Jun 16, 2026 | $0.50 |
 DUK (Utilities) | Pay Day | Jun 16, 2026 | $1.06 |
 ADI.US (OutSmartNSDQ) | Pay Day | Jun 16, 2026 | $1.10 |
ADI.US (CPHequities) | Pay Day | Jun 16, 2026 | $1.10 |
 HMC (AsianDragons) | Pay Day | Jun 16, 2026 | $0.66 |
 LRCX (BigTech) | Ex-Dividend | Jun 17, 2026 | $0.26 |
LRCX (AI-Revolution) | Ex-Dividend | Jun 17, 2026 | $0.26 |
 NOC (JeppeKirkBonde) | Pay Day | Jun 17, 2026 | $2.47 |
 WDC (OutSmartNSDQ) | Pay Day | Jun 17, 2026 | $0.15 |
LRCX (CPHequities) | Ex-Dividend | Jun 17, 2026 | $0.26 |
 WM (Utilities) | Pay Day | Jun 18, 2026 | $0.94 |
 EVRG (Utilities) | Pay Day | Jun 18, 2026 | $0.69 |
 NTES (ChinaTech) | Pay Day | Jun 18, 2026 | $0.72 |
 02018.HK (ChinaTech) | Pay Day | Jun 18, 2026 | $0.04 |
 D (Utilities) | Pay Day | Jun 20, 2026 | $0.67 |
D (JeppeKirkBonde) | Pay Day | Jun 20, 2026 | $0.67 |
 SRG.MI (Utilities) | Ex-Dividend | Jun 22, 2026 | $0.21 |
 DTE (Utilities) | Ex-Dividend | Jun 22, 2026 | $1.17 |
 VST (Utilities) | Ex-Dividend | Jun 22, 2026 | $0.23 |
 NEM (GoldWorldWide) | Pay Day | Jun 22, 2026 | $0.26 |
VST (JeppeKirkBonde) | Ex-Dividend | Jun 22, 2026 | $0.23 |
NEM (CPHequities) | Pay Day | Jun 22, 2026 | $0.26 |
BTG.US (GoldWorldWide) | Pay Day | Jun 23, 2026 | $0.02 |
SRG.MI (Utilities) | Pay Day | Jun 24, 2026 | $0.21 |
 STX.US (OutSmartNSDQ) | Ex-Dividend | Jun 24, 2026 | $0.74 |
META | Pay Day | Jun 25, 2026 | $0.53 |
QCOM | Pay Day | Jun 25, 2026 | $0.92 |
META (BigTech) | Pay Day | Jun 25, 2026 | $0.53 |
META (AI-Revolution) | Pay Day | Jun 25, 2026 | $0.53 |
META (Magnificent-7) | Pay Day | Jun 25, 2026 | $0.53 |
 SRE (Utilities) | Ex-Dividend | Jun 25, 2026 | $0.66 |
 POR (Utilities) | Ex-Dividend | Jun 25, 2026 | $0.55 |
AGI (GoldWorldWide) | Pay Day | Jun 25, 2026 | $0.04 |
FNV (GoldWorldWide) | Pay Day | Jun 25, 2026 | $0.44 |
META (JeppeKirkBonde) | Pay Day | Jun 25, 2026 | $0.53 |
META (OutSmartNSDQ) | Pay Day | Jun 25, 2026 | $0.53 |
QCOM (OutSmartNSDQ) | Pay Day | Jun 25, 2026 | $0.92 |
BAC | Pay Day | Jun 26, 2026 | $0.28 |
NVDA | Pay Day | Jun 26, 2026 | $0.25 |
NVDA (aar0ntw) | Pay Day | Jun 26, 2026 | $0.25 |
NVDA (BigTech) | Pay Day | Jun 26, 2026 | $0.25 |
NVDA (AI-Revolution) | Pay Day | Jun 26, 2026 | $0.25 |
NVDA (Magnificent-7) | Pay Day | Jun 26, 2026 | $0.25 |
BAC (thomaspj) | Pay Day | Jun 26, 2026 | $0.28 |
 BP.L (thomaspj) | Pay Day | Jun 26, 2026 | $0.08 |
 UL.US (triangulacapital) | Pay Day | Jun 26, 2026 | $0.55 |
 RL (JeppeKirkBonde) | Ex-Dividend | Jun 26, 2026 | $1.00 |
 LMT (JeppeKirkBonde) | Pay Day | Jun 26, 2026 | $3.45 |
NVDA (JeppeKirkBonde) | Pay Day | Jun 26, 2026 | $0.25 |
RRC (JeppeKirkBonde) | Pay Day | Jun 26, 2026 | $0.10 |
NVDA (OutSmartNSDQ) | Pay Day | Jun 26, 2026 | $0.25 |
 AUGO (OutSmartNSDQ) | Pay Day | Jun 26, 2026 | $0.78 |
GPN (FundManagerZech) | Pay Day | Jun 26, 2026 | $0.25 |
02382.HK (ChinaTech) | Pay Day | Jun 26, 2026 | $0.17 |
 669.HK (ChinaTech) | Pay Day | Jun 26, 2026 | $0.17 |
669.HK (AsianDragons) | Pay Day | Jun 26, 2026 | $0.17 |
BP.L (EuropeEconomy) | Pay Day | Jun 26, 2026 | $0.08 |
 SHEL.L (Cfranklin89) | Pay Day | Jun 29, 2026 | $0.39 |
 GS (thomaspj) | Pay Day | Jun 29, 2026 | $4.50 |
SHEL.L (thomaspj) | Pay Day | Jun 29, 2026 | $0.39 |
 SHEL (triangulacapital) | Pay Day | Jun 29, 2026 | $0.78 |
 RED.MC (Utilities) | Ex-Dividend | Jun 29, 2026 | $0.70 |
GS (JeppeKirkBonde) | Pay Day | Jun 29, 2026 | $4.50 |
 JOYY (ChinaTech) | Ex-Dividend | Jun 29, 2026 | $1.50 |
JOYY (AsianDragons) | Ex-Dividend | Jun 29, 2026 | $1.50 |
SHEL.L (EuropeEconomy) | Pay Day | Jun 29, 2026 | $0.39 |
 BKNG (Cfranklin89) | Pay Day | Jun 30, 2026 | $0.42 |
 TTE.PA (thomaspj) | Ex-Dividend | Jun 30, 2026 | $1.01 |
 NTR (triangulacapital) | Ex-Dividend | Jun 30, 2026 | $0.55 |
 PCG (Utilities) | Ex-Dividend | Jun 30, 2026 | $0.05 |
PEG (Utilities) | Pay Day | Jun 30, 2026 | $0.67 |
 ES (Utilities) | Pay Day | Jun 30, 2026 | $0.79 |
AEE (Utilities) | Pay Day | Jun 30, 2026 | $0.75 |
VST (Utilities) | Pay Day | Jun 30, 2026 | $0.23 |
 1818.HK (GoldWorldWide) | Pay Day | Jun 30, 2026 | $0.01 |
 HST (JeppeKirkBonde) | Ex-Dividend | Jun 30, 2026 | $0.20 |
LDOS (JeppeKirkBonde) | Pay Day | Jun 30, 2026 | $0.43 |
VST (JeppeKirkBonde) | Pay Day | Jun 30, 2026 | $0.23 |
 PEP (OutSmartNSDQ) | Pay Day | Jun 30, 2026 | $1.48 |
BKNG (OutSmartNSDQ) | Pay Day | Jun 30, 2026 | $0.42 |
OCSL (FundManagerZech) | Pay Day | Jun 30, 2026 | $0.34 |
 GSBD (FundManagerZech) | Ex-Dividend | Jun 30, 2026 | $0.32 |
 MSDL (FundManagerZech) | Ex-Dividend | Jun 30, 2026 | $0.45 |
ROST (CPHequities) | Pay Day | Jun 30, 2026 | $0.45 |
 VTR (CPHequities) | Ex-Dividend | Jun 30, 2026 | $0.52 |
TTE.PA (EuropeEconomy) | Ex-Dividend | Jun 30, 2026 | $1.01 |
RED.MC (Utilities) | Pay Day | Jul 1, 2026 | $0.70 |
PPL (Utilities) | Pay Day | Jul 1, 2026 | $0.28 |
NJR (Utilities) | Pay Day | Jul 1, 2026 | $0.47 |
 CMCSA (OutSmartNSDQ) | Ex-Dividend | Jul 1, 2026 | $0.33 |
CRM (echungsam_trader) | Pay Day | Jul 2, 2026 | $0.44 |
CRM (BigTech) | Pay Day | Jul 2, 2026 | $0.44 |
CRM (AI-Revolution) | Pay Day | Jul 2, 2026 | $0.44 |
TTE.PA (thomaspj) | Pay Day | Jul 2, 2026 | $1.01 |
 RSG (Utilities) | Ex-Dividend | Jul 2, 2026 | $0.63 |
 RGLD (GoldWorldWide) | Ex-Dividend | Jul 2, 2026 | $0.47 |
 ATHM.CH (FundManagerZech) | Ex-Dividend | Jul 2, 2026 | $0.66 |
TTE.PA (EuropeEconomy) | Pay Day | Jul 2, 2026 | $1.01 |
CB (EuropeEconomy) | Pay Day | Jul 2, 2026 | $1.02 |
 GRI.L (triangulacapital) | Pay Day | Jul 3, 2026 | $0.04 |
JPM | Ex-Dividend | Jul 6, 2026 | $1.50 |
 CSCO (CyberSecurity) | Ex-Dividend | Jul 6, 2026 | $0.42 |
JPM (thomaspj) | Ex-Dividend | Jul 6, 2026 | $1.50 |
JPM (JeppeKirkBonde) | Ex-Dividend | Jul 6, 2026 | $1.50 |
CSCO (OutSmartNSDQ) | Ex-Dividend | Jul 6, 2026 | $0.42 |
9988.HK (FundManagerZech) | Pay Day | Jul 6, 2026 | $0.13 |
CSCO (CPHequities) | Ex-Dividend | Jul 6, 2026 | $0.42 |
 1024.HK (ChinaTech) | Ex-Dividend | Jul 6, 2026 | $0.09 |
STX.US (OutSmartNSDQ) | Pay Day | Jul 7, 2026 | $0.74 |
 YMM (ChinaTech) | Ex-Dividend | Jul 7, 2026 | $0.08 |
LRCX (BigTech) | Pay Day | Jul 8, 2026 | $0.26 |
LRCX (AI-Revolution) | Pay Day | Jul 8, 2026 | $0.26 |
LRCX (CPHequities) | Pay Day | Jul 8, 2026 | $0.26 |
TSM | Pay Day | Jul 9, 2026 | $0.95 |
TSM (aar0ntw) | Pay Day | Jul 9, 2026 | $0.95 |
TSM (BigTech) | Pay Day | Jul 9, 2026 | $0.95 |
TSM (AI-Revolution) | Pay Day | Jul 9, 2026 | $0.95 |
TSM (JeppeKirkBonde) | Pay Day | Jul 9, 2026 | $0.95 |
 INTU (OutSmartNSDQ) | Ex-Dividend | Jul 9, 2026 | $1.20 |
TSM (CPHequities) | Pay Day | Jul 9, 2026 | $0.95 |
TSM (AsianDragons) | Pay Day | Jul 9, 2026 | $0.95 |
 GSK.L (EuropeEconomy) | Pay Day | Jul 9, 2026 | $0.23 |
RL (JeppeKirkBonde) | Pay Day | Jul 10, 2026 | $1.00 |
 TD (CPHequities) | Ex-Dividend | Jul 10, 2026 | $0.81 |
BABA (BigTech) | Pay Day | Jul 13, 2026 | $1.05 |
BABA (AI-Revolution) | Pay Day | Jul 13, 2026 | $1.05 |
BABA (ChinaTech) | Pay Day | Jul 13, 2026 | $1.05 |
GEV | Pay Day | Jul 14, 2026 | $0.50 |
JOYY (ChinaTech) | Pay Day | Jul 14, 2026 | $1.50 |
JOYY (AsianDragons) | Pay Day | Jul 14, 2026 | $1.50 |
TMO (Cfranklin89) | Pay Day | Jul 15, 2026 | $0.47 |
PCG (Utilities) | Pay Day | Jul 15, 2026 | $0.05 |
SRE (Utilities) | Pay Day | Jul 15, 2026 | $0.66 |
RSG (Utilities) | Pay Day | Jul 15, 2026 | $0.63 |
DTE (Utilities) | Pay Day | Jul 15, 2026 | $1.17 |
POR (Utilities) | Pay Day | Jul 15, 2026 | $0.55 |
HST (JeppeKirkBonde) | Pay Day | Jul 15, 2026 | $0.20 |
RGLD (GoldWorldWide) | Pay Day | Jul 16, 2026 | $0.47 |
VTR (CPHequities) | Pay Day | Jul 16, 2026 | $0.52 |
NTR (triangulacapital) | Pay Day | Jul 17, 2026 | $0.55 |
INTU (OutSmartNSDQ) | Pay Day | Jul 17, 2026 | $1.20 |
XEL (Utilities) | Pay Day | Jul 20, 2026 | $0.59 |
 ENEL.MI (EuropeEconomy) | Ex-Dividend | Jul 20, 2026 | $0.30 |
YMM (ChinaTech) | Pay Day | Jul 21, 2026 | $0.08 |
CSCO (CyberSecurity) | Pay Day | Jul 22, 2026 | $0.42 |
 RI.PA (triangulacapital) | Ex-Dividend | Jul 22, 2026 | $2.77 |
CSCO (OutSmartNSDQ) | Pay Day | Jul 22, 2026 | $0.42 |
CMCSA (OutSmartNSDQ) | Pay Day | Jul 22, 2026 | $0.33 |
CSCO (CPHequities) | Pay Day | Jul 22, 2026 | $0.42 |
ENEL.MI (EuropeEconomy) | Pay Day | Jul 22, 2026 | $0.30 |
RI.PA (triangulacapital) | Pay Day | Jul 24, 2026 | $2.77 |
ATHM.CH (FundManagerZech) | Pay Day | Jul 24, 2026 | $0.66 |
MSDL (FundManagerZech) | Pay Day | Jul 24, 2026 | $0.45 |
GSBD (FundManagerZech) | Pay Day | Jul 28, 2026 | $0.32 |
1024.HK (ChinaTech) | Pay Day | Jul 28, 2026 | $0.09 |
823.HK (AsianDragons) | Pay Day | Jul 28, 2026 | $0.16 |
JPM | Pay Day | Jul 31, 2026 | $1.50 |
JPM (thomaspj) | Pay Day | Jul 31, 2026 | $1.50 |
 NI (Utilities) | Ex-Dividend | Jul 31, 2026 | $0.30 |
JPM (JeppeKirkBonde) | Pay Day | Jul 31, 2026 | $1.50 |
01211.HK (FundManagerZech) | Pay Day | Jul 31, 2026 | $0.05 |
TD (CPHequities) | Pay Day | Jul 31, 2026 | $0.81 |
00285.HK (ChinaTech) | Pay Day | Jul 31, 2026 | $0.02 |
 0992.HK (ChinaTech) | Ex-Dividend | Aug 5, 2026 | $0.04 |
 EQNR.OL (thomaspj) | Ex-Dividend | Aug 13, 2026 | $0.39 |
0992.HK (ChinaTech) | Pay Day | Aug 19, 2026 | $0.04 |
NI (Utilities) | Pay Day | Aug 20, 2026 | $0.30 |
WMT | Ex-Dividend | Aug 21, 2026 | $0.25 |
WMT (echungsam_trader) | Ex-Dividend | Aug 21, 2026 | $0.25 |
WMT (OutSmartNSDQ) | Ex-Dividend | Aug 21, 2026 | $0.25 |
 GLEN.L (EuropeEconomy) | Ex-Dividend | Aug 26, 2026 | $0.09 |
EQNR.OL (thomaspj) | Pay Day | Aug 27, 2026 | $0.39 |
WMT | Pay Day | Sep 8, 2026 | $0.25 |
WMT (echungsam_trader) | Pay Day | Sep 8, 2026 | $0.25 |
WMT (OutSmartNSDQ) | Pay Day | Sep 8, 2026 | $0.25 |
 CFR.ZU (EuropeEconomy) | Ex-Dividend | Sep 16, 2026 | $4.20 |
GLEN.L (EuropeEconomy) | Pay Day | Sep 18, 2026 | $0.09 |
CFR.ZU (EuropeEconomy) | Pay Day | Sep 21, 2026 | $4.20 |
Performance Metrics
Score 8.2/10
Beta
0.89
0.89
0
0.8
1.2
0
2
Sharpe Ratio
1.68
1.68
0
0.5
1
2
2
Sortino Ratio
3.53
3.53
0
1
2
4
4
Jensen's Alpha
7.03
7.03
-2
0
2
8
8
Omega Ratio
1.57
1.57
0
1
1.5
2.5
2.5
Treynor Ratio
2.25
2.25
0
0.75
1.25
3
3
Information Ratio
0.55
0.55
0
0.3
0.6
1
1
Calmar Ratio
3.41
3.41
0
0.3
0.6
4
4
Beta
0.89
0.89
0
0.8
1.2
0
2
Sharpe Ratio
1.68
1.68
0
0.5
1
2
2
Sortino Ratio
3.53
3.53
0
1
2
4
4
Jensen's Alpha
7.03
7.03
-2
0
2
8
8
Omega Ratio
1.57
1.57
0
1
1.5
2.5
2.5
Treynor Ratio
2.25
2.25
0
0.75
1.25
3
3
Information Ratio
0.55
0.55
0
0.3
0.6
1
1
Calmar Ratio
3.41
3.41
0
0.3
0.6
4
4
Portfolio Valuation
Based on current positions
P/E Ratio
32.9
High:
ARM
464.84ARMLow:
BIDU
-5,810.34BIDUDetails
PEG Ratio
183.33
High:ARM
3,592.02ARMLow:MRP
2.19MRPDetails
Price/Book
13.79
High:MA
63.6MALow:MRP
0.82MRPDetails
Price/Sales
11.02
High:ARM
85.41ARMLow:KB
1.07KBDetails
Price/CF
27.02
High:
PLTR
138.09PLTRLow:MRP
1.04MRPDetails
Price/FCF
45.24
High:NEE
2,356.18NEELow:MRP
1.15MRPDetails
P/E Ratio
32.9
High:ARM
464.84ARMLow:BIDU
-5,810.34BIDUDetails
PEG Ratio
183.33
High:ARM
3,592.02ARMLow:MRP
2.19MRPDetails
Price/Book
13.79
High:MA
63.6MALow:MRP
0.82MRPDetails
Price/Sales
11.02
High:ARM
85.41ARMLow:KB
1.07KBDetails
Price/CF
27.02
High:PLTR
138.09PLTRLow:MRP
1.04MRPDetails
Price/FCF
45.24
High:NEE
2,356.18NEELow:MRP
1.15MRPDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-9.15% | Feb 2025 | May 2025 | 3 |
-5.21% | Apr 2024 | May 2024 | 1 |
-4.26% | Mar 2026 | Apr 2026 | 1 |
-2.78% | Jun 2026 | - | 1 |
-1.76% | Nov 2025 | Jan 2026 | 2 |
-1.27% | Jul 2024 | Aug 2024 | 1 |
-0.35% | Dec 2024 | Jan 2025 | 1 |