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-3.4%
This Month
+1.28%
Year To Date
+14.19%
2 Years
+14.19%
5 Years
+14.19%
10 Years
+9.25%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs38.78%
- 👥 Copy Trading34.31%
- 💰 Finance15.17%
- 💻 Electronic Technology3.85%
- 🛍️ Retail Trade2%
- 🍞 Consumer Non Durables1.75%
- 🖥️ Technology Services1.71%
- 💵 Cash1.59%
- 💼 Commercial Services1.05%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE63.71%
- 🇺🇸 Nasdaq17.99%
- 🇩🇪 Xetra ETFs4.29%
- 🇫🇷 Euronext Paris1.21%
- 🇬🇧 LSE1.01%
- 🇨🇭 SIX0.86%
- 🇦🇪 Dubai Financial Market0.69%
- 🇮🇹 Borsa Italiana0.59%
- 🇩🇪 FRA0.5%
- 🇺🇸 Chicago Board Options Exchange0.44%
- 🇳🇱 Euronext Amsterdam0.4%
- 🌍 Digital Currency0.39%
- 🇸🇪 Stockholm Stock Exchange0.36%
- 🇪🇸 Bolsa De Madrid0.34%
- 🇩🇰 Copenhagen Stock Exchange0.23%
- 🇳🇴 Oslo Stock Exchange0.16%
- 🌍 Commodity0.09%
- 🇫🇮 Helsinki Stock Exchange0.08%
- 🇭🇰 Hong Kong Exchanges0.07%
- Regular Trading Hours - RTH0.04%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States34.97%
- 🇳🇱 Netherlands4.92%
- 🇬🇧 United Kingdom2.25%
- 🇹🇼 Taiwan1.33%
- 🇫🇷 France1.22%
- 🇨🇳 China1.08%
- 🇨🇭 Switzerland0.89%
- 🇨🇦 Canada0.8%
- 🇮🇹 Italy0.57%
- 🇩🇪 Germany0.5%
- 🇸🇪 Sweden0.36%
- 🇪🇸 Spain0.34%
- 🇩🇰 Denmark0.23%
- 🇳🇴 Norway0.16%
- 🇧🇷 Brazil0.14%
- 🇰🇷 South Korea0.13%
- 🇫🇮 Finland0.08%
- 🇱🇺 Luxembourg0.08%
- 🇮🇱 Israel0.07%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
0.95%
20 out of 28 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $PMT (13.33%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 PMT | 0.2% | 13.33% | $1.6 |
 triangulacapital | 0.15% | 2.01% | - |
 O | 0.14% | 4.92% | $3.09 |
 JeppeKirkBonde | 0.13% | 1.02% | - |
 MAIN | 0.1% | 5.21% | $2.85 |
 KO | 0.05% | 2.64% | $1.89 |
 PingShangTrade | 0.04% | 1.72% | - |
 HSBC | 0.02% | 4.28% | $3.03 |
 ASML | 0.02% | 0.54% | $5.57 |
 V | 0.02% | 0.78% | $2.01 |
 AI-Revolution | 0.02% | 0.39% | - |
 RudolfDeLeeuw | 0.01% | 0.35% | - |
 Santiago1000 | 0.01% | 0.57% | - |
 SPGI | 0.01% | 0.87% | $3.62 |
 COST | 0.01% | 0.52% | $19.22 |
 BABA | 0.01% | 0.79% | $0.98 |
 Matteospaggiari | 0.01% | 0.4% | - |
 GOOGL | 0% | 0.28% | $0.2 |
 ZwoopsTech | 0% | 0.24% | - |
 ITUB | 0% | -0.98% | $-0.15 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 5/10
Beta
0.61
0.61
0
0.8
1.2
0
2
Sharpe Ratio
0.76
0.76
0
0.5
1
1.5
1.5
Sortino Ratio
1.2
1.2
0
1
2
3
3
Jensen's Alpha
-0.09
-0.09
-2
0
2
4.5
4.5
Omega Ratio
0.65
0.65
0
1
1.5
2.5
2.5
Treynor Ratio
0.95
0.95
0
0.75
1.25
2
2
Information Ratio
-0.6
-0.6
-1
0.3
0.6
1
1
Calmar Ratio
2.09
2.09
0
0.3
0.6
3
3
Beta
0.61
0.61
0
0.8
1.2
0
2
Sharpe Ratio
0.76
0.76
0
0.5
1
1.5
1.5
Sortino Ratio
1.2
1.2
0
1
2
3
3
Jensen's Alpha
-0.09
-0.09
-2
0
2
4.5
4.5
Omega Ratio
0.65
0.65
0
1
1.5
2.5
2.5
Treynor Ratio
0.95
0.95
0
0.75
1.25
2
2
Information Ratio
-0.6
-0.6
-1
0.3
0.6
1
1
Calmar Ratio
2.09
2.09
0
0.3
0.6
3
3
Portfolio Valuation
Based on current positions
P/E Ratio
23.22
High:O
56.73OLow:MAIN
10.67MAINDetails
PEG Ratio
256.86
High:V
564.33VLow:BABA
35.01BABADetails
Price/Book
3.25
High:ASML
23.42ASMLLow:PMT
0.78PMTDetails
Price/Sales
4.8
High:V
14.97VLow:PMT
0.6PMTDetails
Price/CF
23.37
High:KO
40.7KOLow:PMT
2.54PMTDetails
Price/FCF
46.26
High:BABA
1,196.17BABALow:PMT
4.14PMTDetails
P/E Ratio
23.22
High:O
56.73OLow:MAIN
10.67MAINDetails
PEG Ratio
256.86
High:V
564.33VLow:BABA
35.01BABADetails
Price/Book
3.25
High:ASML
23.42ASMLLow:PMT
0.78PMTDetails
Price/Sales
4.8
High:V
14.97VLow:PMT
0.6PMTDetails
Price/CF
23.37
High:KO
40.7KOLow:PMT
2.54PMTDetails
Price/FCF
46.26
High:BABA
1,196.17BABALow:PMT
4.14PMTDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-4.03% | Mar 2025 | Jun 2025 | 3 |
-3.4% | Mar 2026 | - | 1 |
-3.05% | Dec 2024 | Jan 2025 | 1 |
-1.28% | Oct 2024 | Nov 2024 | 1 |