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+8.21%
This Month
+9.77%
Year To Date
+76.22%
2 Years
+92.02%
5 Years
+92.02%
10 Years
+29.82%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading37.54%
- 📊 ETFs29.14%
- 💻 Electronic Technology11.94%
- 🖥️ Technology Services7.29%
- 🛠️ Producer Manufacturing5.9%
- 💰 Finance3.56%
- 🛍️ Retail Trade1.92%
- 🚗 Consumer Durables0.88%
- 🧩 Miscellaneous0.76%
- 🪨 Non Energy Minerals0.48%
- ⛏️ Energy Minerals0.29%
- ⚡ Utilities0.29%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE52.06%
- 🇺🇸 Nasdaq38.7%
- 🇬🇧 LSE2.51%
- 🇭🇰 Hong Kong Exchanges1.55%
- 🇫🇷 Euronext Paris0.96%
- 🇩🇪 FRA0.83%
- 🇳🇴 Oslo Stock Exchange0.21%
- 🇨🇭 SIX0.19%
- 🇳🇱 Euronext Amsterdam0.19%
- 🇮🇹 Borsa Italiana0.18%
- 🇪🇸 Bolsa De Madrid0.1%
- 🌍 Digital Currency0.07%
- 🇦🇺 Sydney0.07%
- 🇩🇰 Copenhagen Stock Exchange0.05%
- 🇺🇸 Chicago Board Options Exchange0.04%
- 🇧🇪 Euronext Brussels0.04%
- 🇫🇮 Helsinki Stock Exchange0.02%
- Regular Trading Hours - RTH0.02%
- 🇸🇪 Stockholm Stock Exchange0.01%
- 🇦🇪 Dubai Financial Market0.01%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States48.34%
- 🇹🇼 Taiwan2.84%
- 🇨🇳 China2.79%
- 🇬🇧 United Kingdom2.37%
- 🇳🇱 Netherlands0.96%
- 🇫🇷 France0.93%
- 🇰🇷 South Korea0.92%
- 🇨🇦 Canada0.88%
- 🇩🇪 Germany0.83%
- 🇿🇦 South Africa0.48%
- 🇭🇰 Hong Kong0.29%
- 🇨🇭 Switzerland0.27%
- 🇯🇵 Japan0.22%
- 🇳🇴 Norway0.21%
- 🇮🇹 Italy0.21%
- 🇩🇰 Denmark0.19%
- 🇸🇬 Singapore0.19%
- 🇮🇱 Israel0.11%
- 🇪🇸 Spain0.1%
- 🇦🇺 Australia0.07%
- 🇬🇷 Greece0.07%
- 🇧🇷 Brazil0.06%
- 🇮🇪 Ireland0.04%
- 🇧🇪 Belgium0.04%
- 🇱🇺 Luxembourg0.03%
- 🇫🇮 Finland0.02%
- 🇰🇾 Cayman Islands0.01%
- 🇸🇪 Sweden0.01%
- 🇺🇾 Uruguay0%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
0.47%
44 out of 55 instruments pay dividend.
64 dividend payments in the next 30 days.
Highest Dividend: $PGR (6.89%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 triangulacapital | 0.05% | 3.8% | - |
 Utilities | 0.05% | 2.93% | - |
 FundManagerZech | 0.04% | 5.31% | - |
 EuropeEconomy | 0.03% | 2.6% | - |
 aar0ntw | 0.03% | 0.28% | - |
 thomaspj | 0.02% | 1.85% | - |
 JPM | 0.02% | 1.86% | $4.4 |
 AsianDragons | 0.02% | 1.71% | - |
 AI-Revolution | 0.01% | 0.34% | - |
 KB | 0.01% | 1.83% | $2.39 |
 PGR | 0.01% | 6.89% | $1.15 |
 GoldWorldWide | 0.01% | 0.72% | - |
 Cfranklin89 | 0.01% | 0.75% | - |
 AVGO | 0.01% | 0.62% | $19.7 |
 MSFT | 0.01% | 0.85% | $3 |
 ChinaTech | 0.01% | 0.98% | - |
 GEV | 0.01% | 0.15% | - |
 HMY | 0.01% | 1.75% | $0.08 |
 XOM | 0.01% | 2.73% | $3.76 |
 NEE | 0.01% | 2.52% | $1.97 |
 0700.HK | 0.01% | 1.02% | $3.4 |
 BAC | 0.01% | 2.04% | $0.96 |
 AAPL | 0.01% | 0.38% | $0.97 |
 JeppeKirkBonde | 0.01% | 0.97% | - |
 BigTech | 0.01% | 0.24% | - |
 META | 0.01% | 0.31% | $1 |
 CPHequities | 0.01% | 0.78% | - |
 WMT | 0% | 0.77% | $0.81 |
 QCOM | 0% | 2.55% | $3.25 |
 SPY | 0% | 1.04% | - |
 TSM | 0% | 0.62% | $1.74 |
 GE | 0% | 0.51% | $0.44 |
 Magnificent-7 | 0% | 0.27% | - |
 GOOG | 0% | 0.25% | $0.2 |
 V | 0% | 0.8% | $2.01 |
 MA | 0% | 0.63% | $2.46 |
 COST | 0% | 0.51% | $19.22 |
 QQQ | 0% | 0.43% | - |
 NVDA | 0% | 0.02% | $0.02 |
 OutSmartNSDQ | 0% | 0.12% | - |
 CyberSecurity | 0% | 0.11% | - |
 echungsam_trader | 0% | 0.01% | - |
 MRP | 0% | -9.46% | - |
 ITUB | 0% | -5.62% | $-0.15 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 CRM (echungsam_trader) | Pay Day | Apr 23, 2026 | $0.44 |
CRM (BigTech) | Pay Day | Apr 23, 2026 | $0.44 |
CRM (AI-Revolution) | Pay Day | Apr 23, 2026 | $0.44 |
 RR.L (thomaspj) | Ex-Dividend | Apr 23, 2026 | $0.07 |
 AIR.PA (EuropeEconomy) | Pay Day | Apr 23, 2026 | $3.78 |
 DG.PA (EuropeEconomy) | Pay Day | Apr 23, 2026 | $4.66 |
HMY | Ex-Dividend | Apr 24, 2026 | $0.31 |
 ORCL (BigTech) | Pay Day | Apr 24, 2026 | $0.50 |
ORCL (AI-Revolution) | Pay Day | Apr 24, 2026 | $0.50 |
 ASML.NV (Cfranklin89) | Ex-Dividend | Apr 24, 2026 | $3.15 |
 ORK.OL (JeppeKirkBonde) | Ex-Dividend | Apr 24, 2026 | $0.21 |
ASML.NV (JeppeKirkBonde) | Ex-Dividend | Apr 24, 2026 | $3.15 |
 CNXC (OutSmartNSDQ) | Ex-Dividend | Apr 24, 2026 | $0.36 |
 MSDL (FundManagerZech) | Pay Day | Apr 24, 2026 | $0.45 |
ASML.NV (EuropeEconomy) | Ex-Dividend | Apr 24, 2026 | $3.15 |
 INGA.NV (EuropeEconomy) | Pay Day | Apr 24, 2026 | $0.88 |
GE | Pay Day | Apr 27, 2026 | $0.47 |
 MC.PA (triangulacapital) | Ex-Dividend | Apr 28, 2026 | $8.60 |
MC.PA (JeppeKirkBonde) | Ex-Dividend | Apr 28, 2026 | $8.60 |
 CDI.PA (JeppeKirkBonde) | Ex-Dividend | Apr 28, 2026 | $9.76 |
 GSBD (FundManagerZech) | Pay Day | Apr 28, 2026 | $0.32 |
 BOL.ST (JeppeKirkBonde) | Ex-Dividend | Apr 29, 2026 | $1.18 |
 JD.US (ChinaTech) | Pay Day | Apr 29, 2026 | $1.00 |
 FUTU (AsianDragons) | Pay Day | Apr 29, 2026 | $2.60 |
JPM | Pay Day | Apr 30, 2026 | $1.50 |
 MRVL (BigTech) | Pay Day | Apr 30, 2026 | $0.06 |
MRVL (AI-Revolution) | Pay Day | Apr 30, 2026 | $0.06 |
 GRG.L (Cfranklin89) | Ex-Dividend | Apr 30, 2026 | $0.67 |
JPM (thomaspj) | Pay Day | Apr 30, 2026 | $1.50 |
MC.PA (triangulacapital) | Pay Day | Apr 30, 2026 | $8.60 |
 EIX (Utilities) | Pay Day | Apr 30, 2026 | $0.88 |
 NI (Utilities) | Ex-Dividend | Apr 30, 2026 | $0.30 |
 LNT (Utilities) | Ex-Dividend | Apr 30, 2026 | $0.54 |
JPM (JeppeKirkBonde) | Pay Day | Apr 30, 2026 | $1.50 |
MC.PA (JeppeKirkBonde) | Pay Day | Apr 30, 2026 | $8.60 |
CDI.PA (JeppeKirkBonde) | Pay Day | Apr 30, 2026 | $9.76 |
MRVL (OutSmartNSDQ) | Pay Day | Apr 30, 2026 | $0.06 |
 TD (CPHequities) | Pay Day | Apr 30, 2026 | $0.79 |
 AGX (CPHequities) | Pay Day | Apr 30, 2026 | $0.50 |
 SAN.MC (EuropeEconomy) | Ex-Dividend | Apr 30, 2026 | $0.14 |
COST | Ex-Dividend | May 1, 2026 | $1.47 |
 ETR (Utilities) | Ex-Dividend | May 1, 2026 | $0.64 |
 FCX (JeppeKirkBonde) | Pay Day | May 1, 2026 | $0.15 |
COST (OutSmartNSDQ) | Ex-Dividend | May 1, 2026 | $1.47 |
 C (thomaspj) | Ex-Dividend | May 4, 2026 | $0.60 |
C (CPHequities) | Ex-Dividend | May 4, 2026 | $0.60 |
HMY | Pay Day | May 5, 2026 | $0.31 |
 TXN (AI-Revolution) | Ex-Dividend | May 5, 2026 | $1.42 |
ASML.NV (Cfranklin89) | Pay Day | May 5, 2026 | $3.15 |
ASML.NV (JeppeKirkBonde) | Pay Day | May 5, 2026 | $3.15 |
CNXC (OutSmartNSDQ) | Pay Day | May 5, 2026 | $0.36 |
 SAN.PA (EuropeEconomy) | Ex-Dividend | May 5, 2026 | $4.84 |
 RACE (EuropeEconomy) | Pay Day | May 5, 2026 | $4.27 |
ASML.NV (EuropeEconomy) | Pay Day | May 5, 2026 | $3.15 |
SAN.MC (EuropeEconomy) | Pay Day | May 5, 2026 | $0.14 |
 LEN (Cfranklin89) | Pay Day | May 6, 2026 | $0.50 |
BOL.ST (JeppeKirkBonde) | Pay Day | May 6, 2026 | $1.18 |
 EQT (JeppeKirkBonde) | Ex-Dividend | May 6, 2026 | $0.17 |
 SAP.DE (EuropeEconomy) | Ex-Dividend | May 6, 2026 | $2.95 |
 GLEN.L (EuropeEconomy) | Ex-Dividend | May 6, 2026 | $0.09 |
 FE (Utilities) | Ex-Dividend | May 7, 2026 | $0.47 |
ORK.OL (JeppeKirkBonde) | Pay Day | May 7, 2026 | $0.21 |
SAN.PA (EuropeEconomy) | Pay Day | May 7, 2026 | $4.84 |
 ABI.BR (EuropeEconomy) | Ex-Dividend | May 7, 2026 | $1.16 |
WMT | Ex-Dividend | May 8, 2026 | $0.25 |
MA | Pay Day | May 8, 2026 | $0.87 |
WMT (echungsam_trader) | Ex-Dividend | May 8, 2026 | $0.25 |
 AXP (Cfranklin89) | Pay Day | May 8, 2026 | $0.95 |
MA (Cfranklin89) | Pay Day | May 8, 2026 | $0.87 |
 NHY.OL (JeppeKirkBonde) | Ex-Dividend | May 8, 2026 | $3.00 |
WMT (OutSmartNSDQ) | Ex-Dividend | May 8, 2026 | $0.25 |
WMT (CPHequities) | Ex-Dividend | May 8, 2026 | $0.25 |
 JOYY (ChinaTech) | Pay Day | May 8, 2026 | $0.99 |
JOYY (AsianDragons) | Pay Day | May 8, 2026 | $0.99 |
SAP.DE (EuropeEconomy) | Pay Day | May 8, 2026 | $2.95 |
 CS.PA (EuropeEconomy) | Ex-Dividend | May 11, 2026 | $2.74 |
ABI.BR (EuropeEconomy) | Pay Day | May 11, 2026 | $1.16 |
 WTRG (Utilities) | Ex-Dividend | May 12, 2026 | $0.34 |
 EQNR.OL (thomaspj) | Ex-Dividend | May 13, 2026 | $0.39 |
 ED (Utilities) | Ex-Dividend | May 13, 2026 | $0.89 |
 PUK (CPHequities) | Pay Day | May 13, 2026 | $0.38 |
CS.PA (EuropeEconomy) | Pay Day | May 13, 2026 | $2.74 |
 WEC (Utilities) | Ex-Dividend | May 14, 2026 | $0.95 |
 QFIN (OutSmartNSDQ) | Pay Day | May 14, 2026 | $0.78 |
 669.HK (ChinaTech) | Ex-Dividend | May 14, 2026 | $0.17 |
QFIN (ChinaTech) | Pay Day | May 14, 2026 | $0.78 |
669.HK (AsianDragons) | Ex-Dividend | May 14, 2026 | $0.17 |
COST | Pay Day | May 15, 2026 | $1.47 |
0700.HK | Ex-Dividend | May 15, 2026 | $0.68 |
 AMGN (aar0ntw) | Ex-Dividend | May 15, 2026 | $2.52 |
 BTRW.L (Cfranklin89) | Pay Day | May 15, 2026 | $0.07 |
BTRW.L (triangulacapital) | Pay Day | May 15, 2026 | $0.07 |
LNT (Utilities) | Pay Day | May 15, 2026 | $0.54 |
 SBUX (OutSmartNSDQ) | Ex-Dividend | May 15, 2026 | $0.62 |
AMGN (OutSmartNSDQ) | Ex-Dividend | May 15, 2026 | $2.52 |
COST (OutSmartNSDQ) | Pay Day | May 15, 2026 | $1.47 |
0700.HK (ChinaTech) | Ex-Dividend | May 15, 2026 | $0.68 |
 HO.PA (JeppeKirkBonde) | Ex-Dividend | May 18, 2026 | $3.43 |
 BNP.PA (EuropeEconomy) | Ex-Dividend | May 18, 2026 | $3.06 |
 ISP.MI (EuropeEconomy) | Ex-Dividend | May 18, 2026 | $2.25 |
 CAT (aar0ntw) | Pay Day | May 19, 2026 | $1.51 |
TXN (AI-Revolution) | Pay Day | May 19, 2026 | $1.42 |
NHY.OL (JeppeKirkBonde) | Pay Day | May 19, 2026 | $3.00 |
CAT (CPHequities) | Pay Day | May 19, 2026 | $1.51 |
NI (Utilities) | Pay Day | May 20, 2026 | $0.30 |
HO.PA (JeppeKirkBonde) | Pay Day | May 20, 2026 | $3.43 |
BNP.PA (EuropeEconomy) | Pay Day | May 20, 2026 | $3.06 |
ISP.MI (EuropeEconomy) | Pay Day | May 20, 2026 | $2.25 |
MSFT | Ex-Dividend | May 21, 2026 | $0.91 |
MSFT (aar0ntw) | Ex-Dividend | May 21, 2026 | $0.91 |
MSFT (BigTech) | Ex-Dividend | May 21, 2026 | $0.91 |
 AMAT (BigTech) | Ex-Dividend | May 21, 2026 | $0.53 |
MSFT (AI-Revolution) | Ex-Dividend | May 21, 2026 | $0.91 |
AMAT (AI-Revolution) | Ex-Dividend | May 21, 2026 | $0.53 |
 MOS (Cfranklin89) | Ex-Dividend | May 21, 2026 | $0.22 |
MSFT (Magnificent-7) | Ex-Dividend | May 21, 2026 | $0.91 |
 CNP (Utilities) | Ex-Dividend | May 21, 2026 | $0.23 |
MSFT (JeppeKirkBonde) | Ex-Dividend | May 21, 2026 | $0.91 |
MSFT (OutSmartNSDQ) | Ex-Dividend | May 21, 2026 | $0.91 |
AMAT (OutSmartNSDQ) | Ex-Dividend | May 21, 2026 | $0.53 |
MSFT (CPHequities) | Ex-Dividend | May 21, 2026 | $0.91 |
AMAT (CPHequities) | Ex-Dividend | May 21, 2026 | $0.53 |
C (thomaspj) | Pay Day | May 22, 2026 | $0.60 |
 WB (FundManagerZech) | Pay Day | May 22, 2026 | $0.61 |
C (CPHequities) | Pay Day | May 22, 2026 | $0.60 |
WMT | Pay Day | May 26, 2026 | $0.25 |
WMT (echungsam_trader) | Pay Day | May 26, 2026 | $0.25 |
WMT (OutSmartNSDQ) | Pay Day | May 26, 2026 | $0.25 |
 TEP.PA (FundManagerZech) | Ex-Dividend | May 26, 2026 | $5.23 |
 JNJ (CPHequities) | Ex-Dividend | May 26, 2026 | $1.34 |
WMT (CPHequities) | Pay Day | May 26, 2026 | $0.25 |
 02018.HK (ChinaTech) | Ex-Dividend | May 26, 2026 | $0.04 |
EQNR.OL (thomaspj) | Pay Day | May 27, 2026 | $0.39 |
 GAW.L (JeppeKirkBonde) | Pay Day | May 27, 2026 | $1.48 |
 IBE.MC (JeppeKirkBonde) | Ex-Dividend | May 28, 2026 | $0.01 |
TEP.PA (FundManagerZech) | Pay Day | May 28, 2026 | $5.23 |
 1299.HK (AsianDragons) | Ex-Dividend | May 28, 2026 | $0.18 |
 00027.HK (AsianDragons) | Ex-Dividend | May 28, 2026 | $0.10 |
GRG.L (Cfranklin89) | Pay Day | May 29, 2026 | $0.67 |
SBUX (OutSmartNSDQ) | Pay Day | May 29, 2026 | $0.62 |
0700.HK | Pay Day | Jun 1, 2026 | $0.68 |
 GS (thomaspj) | Ex-Dividend | Jun 1, 2026 | $4.50 |
FE (Utilities) | Pay Day | Jun 1, 2026 | $0.47 |
ETR (Utilities) | Pay Day | Jun 1, 2026 | $0.64 |
WEC (Utilities) | Pay Day | Jun 1, 2026 | $0.95 |
WTRG (Utilities) | Pay Day | Jun 1, 2026 | $0.34 |
IBE.MC (JeppeKirkBonde) | Pay Day | Jun 1, 2026 | $0.01 |
GS (JeppeKirkBonde) | Ex-Dividend | Jun 1, 2026 | $4.50 |
EQT (JeppeKirkBonde) | Pay Day | Jun 1, 2026 | $0.17 |
0700.HK (ChinaTech) | Pay Day | Jun 1, 2026 | $0.68 |
 GLE.PA (EuropeEconomy) | Ex-Dividend | Jun 1, 2026 | $1.19 |
MOS (Cfranklin89) | Pay Day | Jun 2, 2026 | $0.22 |
RR.L (thomaspj) | Pay Day | Jun 3, 2026 | $0.07 |
 1818.HK (GoldWorldWide) | Ex-Dividend | Jun 3, 2026 | $0.01 |
GLE.PA (EuropeEconomy) | Pay Day | Jun 3, 2026 | $1.19 |
GLEN.L (EuropeEconomy) | Pay Day | Jun 3, 2026 | $0.09 |
QCOM | Ex-Dividend | Jun 4, 2026 | $0.92 |
 DEO (triangulacapital) | Pay Day | Jun 4, 2026 | $0.80 |
QCOM (OutSmartNSDQ) | Ex-Dividend | Jun 4, 2026 | $0.92 |
AMGN (aar0ntw) | Pay Day | Jun 5, 2026 | $2.52 |
AMGN (OutSmartNSDQ) | Pay Day | Jun 5, 2026 | $2.52 |
JNJ (CPHequities) | Pay Day | Jun 9, 2026 | $1.34 |
 NJR (Utilities) | Ex-Dividend | Jun 10, 2026 | $0.47 |
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 |
MSFT (BigTech) | Pay Day | Jun 11, 2026 | $0.91 |
AMAT (BigTech) | Pay Day | Jun 11, 2026 | $0.53 |
TSM (BigTech) | Ex-Dividend | Jun 11, 2026 | $0.95 |
MSFT (AI-Revolution) | Pay Day | Jun 11, 2026 | $0.91 |
AMAT (AI-Revolution) | Pay Day | Jun 11, 2026 | $0.53 |
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 |
MSFT (JeppeKirkBonde) | Pay Day | Jun 11, 2026 | $0.91 |
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 |
MSFT (CPHequities) | Pay Day | Jun 11, 2026 | $0.91 |
 ORA.PA (CPHequities) | Ex-Dividend | Jun 11, 2026 | $0.53 |
AMAT (CPHequities) | Pay Day | Jun 11, 2026 | $0.53 |
TSM (CPHequities) | Ex-Dividend | Jun 11, 2026 | $0.95 |
 02382.HK (ChinaTech) | Ex-Dividend | Jun 11, 2026 | $0.17 |
TSM (AsianDragons) | Ex-Dividend | Jun 11, 2026 | $0.95 |
 RKT.L (Cfranklin89) | Pay Day | Jun 12, 2026 | $1.70 |
 ADP (OutSmartNSDQ) | Ex-Dividend | Jun 12, 2026 | $1.70 |
1299.HK (AsianDragons) | Pay Day | Jun 12, 2026 | $0.18 |
00027.HK (AsianDragons) | Pay Day | Jun 12, 2026 | $0.10 |
ED (Utilities) | Pay Day | Jun 15, 2026 | $0.89 |
ORA.PA (CPHequities) | Pay Day | Jun 15, 2026 | $0.53 |
02018.HK (ChinaTech) | Pay Day | Jun 18, 2026 | $0.04 |
 SRG.MI (Utilities) | Ex-Dividend | Jun 22, 2026 | $0.21 |
SRG.MI (Utilities) | Pay Day | Jun 24, 2026 | $0.21 |
QCOM | Pay Day | Jun 25, 2026 | $0.92 |
QCOM (OutSmartNSDQ) | Pay Day | Jun 25, 2026 | $0.92 |
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 |
GS (thomaspj) | Pay Day | Jun 29, 2026 | $4.50 |
 RED.MC (Utilities) | Ex-Dividend | Jun 29, 2026 | $0.70 |
GS (JeppeKirkBonde) | Pay Day | Jun 29, 2026 | $4.50 |
 TTE.PA (thomaspj) | Ex-Dividend | Jun 30, 2026 | $1.01 |
1818.HK (GoldWorldWide) | Pay Day | Jun 30, 2026 | $0.01 |
TTE.PA (EuropeEconomy) | Ex-Dividend | Jun 30, 2026 | $1.01 |
RED.MC (Utilities) | Pay Day | Jul 1, 2026 | $0.70 |
NJR (Utilities) | Pay Day | Jul 1, 2026 | $0.47 |
ADP (OutSmartNSDQ) | Pay Day | Jul 1, 2026 | $1.70 |
TTE.PA (thomaspj) | Pay Day | Jul 2, 2026 | $1.01 |
TTE.PA (EuropeEconomy) | Pay Day | Jul 2, 2026 | $1.01 |
 1024.HK (ChinaTech) | Ex-Dividend | Jul 6, 2026 | $0.09 |
 GFC.PA (triangulacapital) | Ex-Dividend | Jul 7, 2026 | $3.28 |
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 |
GFC.PA (triangulacapital) | Pay Day | Jul 9, 2026 | $3.28 |
TSM (JeppeKirkBonde) | Pay Day | Jul 9, 2026 | $0.95 |
TSM (CPHequities) | Pay Day | Jul 9, 2026 | $0.95 |
TSM (AsianDragons) | Pay Day | Jul 9, 2026 | $0.95 |
 ENEL.MI (EuropeEconomy) | Ex-Dividend | Jul 20, 2026 | $0.30 |
 RI.PA (triangulacapital) | Ex-Dividend | Jul 22, 2026 | $2.77 |
ENEL.MI (EuropeEconomy) | Pay Day | Jul 22, 2026 | $0.30 |
RI.PA (triangulacapital) | Pay Day | Jul 24, 2026 | $2.77 |
1024.HK (ChinaTech) | Pay Day | Jul 28, 2026 | $0.09 |
Performance Metrics
Score 8/10
Beta
0.86
0.86
0
0.8
1.2
0
2
Sharpe Ratio
1.53
1.53
0
0.5
1
2
2
Sortino Ratio
2.94
2.94
0
1
2
3
3
Jensen's Alpha
7.05
7.05
-2
0
2
8
8
Omega Ratio
1.55
1.55
0
1
1.5
2.5
2.5
Treynor Ratio
1.97
1.97
0
0.75
1.25
2
2
Information Ratio
0.53
0.53
0
0.3
0.6
1
1
Calmar Ratio
2.93
2.93
0
0.3
0.6
3
3
Beta
0.86
0.86
0
0.8
1.2
0
2
Sharpe Ratio
1.53
1.53
0
0.5
1
2
2
Sortino Ratio
2.94
2.94
0
1
2
3
3
Jensen's Alpha
7.05
7.05
-2
0
2
8
8
Omega Ratio
1.55
1.55
0
1
1.5
2.5
2.5
Treynor Ratio
1.97
1.97
0
0.75
1.25
2
2
Information Ratio
0.53
0.53
0
0.3
0.6
1
1
Calmar Ratio
2.93
2.93
0
0.3
0.6
3
3
Portfolio Valuation
Based on current positions
P/E Ratio
37.16
High:
TSLA
364.78TSLALow:PGR
10.29PGRDetails
PEG Ratio
104.16
High:JPM
602.25JPMLow:MRP
4.81MRPDetails
Price/Book
13.98
High:MA
60.24MALow:MRP
0.88MRPDetails
Price/Sales
10.85
High:
PLTR
84.18PLTRLow:KB
1.12KBDetails
Price/CF
30.95
High:PLTR
214.31PLTRLow:MRP
1.35MRPDetails
Price/FCF
53.15
High:NEE
2,356.18NEELow:MRP
1.97MRPDetails
P/E Ratio
37.16
High:TSLA
364.78TSLALow:PGR
10.29PGRDetails
PEG Ratio
104.16
High:JPM
602.25JPMLow:MRP
4.81MRPDetails
Price/Book
13.98
High:MA
60.24MALow:MRP
0.88MRPDetails
Price/Sales
10.85
High:PLTR
84.18PLTRLow:KB
1.12KBDetails
Price/CF
30.95
High:PLTR
214.31PLTRLow:MRP
1.35MRPDetails
Price/FCF
53.15
High:NEE
2,356.18NEELow:MRP
1.97MRPDetails
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 |
-1.76% | Nov 2025 | Jan 2026 | 2 |
-1.27% | Jul 2024 | Aug 2024 | 1 |
-0.35% | Dec 2024 | Jan 2025 | 1 |