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+7.32%
This Month
+5.17%
Year To Date
+18.57%
2 Years
+18.57%
5 Years
+18.57%
10 Years
+11.36%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading36.69%
- 📊 ETFs26.79%
- 💰 Finance14.35%
- 🧩 Miscellaneous11.58%
- 💻 Electronic Technology4.02%
- 🛍️ Retail Trade2.02%
- 🖥️ Technology Services1.88%
- 🍞 Consumer Non Durables1.67%
- 💼 Commercial Services1%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE63.24%
- 🇺🇸 Nasdaq19.65%
- 🇩🇪 Xetra ETFs4.38%
- 🇩🇪 FRA3.23%
- 🇫🇷 Euronext Paris2.55%
- 🇬🇧 LSE1.38%
- 🇨🇭 SIX0.93%
- 🇺🇸 Chicago Board Options Exchange0.55%
- 🇳🇱 Euronext Amsterdam0.46%
- 🇸🇪 Stockholm Stock Exchange0.34%
- 🇮🇹 Borsa Italiana0.27%
- 🇩🇰 Copenhagen Stock Exchange0.24%
- 🌍 Digital Currency0.24%
- 🇦🇪 Dubai Financial Market0.24%
- 🇪🇸 Bolsa De Madrid0.19%
- 🇳🇴 Oslo Stock Exchange0.17%
- 🌍 Commodity0.14%
- 🇫🇮 Helsinki Stock Exchange0.09%
- Regular Trading Hours - RTH0.07%
- 🇭🇰 Hong Kong Exchanges0.06%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States35.87%
- 🇳🇱 Netherlands5.22%
- 🇩🇪 Germany3.23%
- 🇬🇧 United Kingdom2.78%
- 🇫🇷 France2.56%
- 🇹🇼 Taiwan1.41%
- 🇨🇳 China1.21%
- 🇨🇭 Switzerland0.98%
- 🇨🇦 Canada0.71%
- 🇸🇪 Sweden0.34%
- 🇩🇰 Denmark0.24%
- 🇮🇹 Italy0.22%
- 🇪🇸 Spain0.19%
- 🇳🇴 Norway0.17%
- 🇧🇷 Brazil0.15%
- 🇰🇷 South Korea0.15%
- 🇱🇺 Luxembourg0.1%
- 🇫🇮 Finland0.09%
- 🇮🇱 Israel0.08%
- 🇨🇱 Chile0.06%
- 🇯🇵 Japan0.05%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
1.19%
21 out of 28 instruments pay dividend.
32 dividend payments in the next 30 days.
Highest Dividend: $PMT (13.38%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 triangulacapital | 0.27% | 3.8% | - |
 PMT | 0.2% | 13.38% | $1.6 |
 O | 0.14% | 4.98% | $3.09 |
 JeppeKirkBonde | 0.13% | 0.97% | - |
 SPY | 0.12% | 1.04% | - |
 MAIN | 0.1% | 5.59% | $2.85 |
 KO | 0.05% | 2.73% | $1.89 |
 RudolfDeLeeuw | 0.03% | 0.66% | - |
 PingShangTrade | 0.03% | 1.54% | - |
 HSBC | 0.02% | 4.07% | $3.03 |
 ASML | 0.02% | 0.51% | $5.57 |
 V | 0.02% | 0.8% | $2.01 |
 AI-Revolution | 0.01% | 0.34% | - |
 Santiago1000 | 0.01% | 0.56% | - |
 SPGI | 0.01% | 0.88% | $3.62 |
 COST | 0.01% | 0.51% | $19.22 |
 BABA | 0.01% | 0.73% | $0.98 |
 Matteospaggiari | 0.01% | 0.43% | - |
 GOOGL | 0% | 0.25% | $0.2 |
 ZwoopsTech | 0% | 0.23% | - |
 ITUB | 0% | -5.62% | $-0.15 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 CRM (AI-Revolution) | Pay Day | Apr 23, 2026 | $0.44 |
 RR.L (Santiago1000) | Ex-Dividend | Apr 23, 2026 | $0.07 |
PMT | Pay Day | Apr 24, 2026 | $0.40 |
 AEO (RudolfDeLeeuw) | Pay Day | Apr 24, 2026 | $0.13 |
 BEKE (RudolfDeLeeuw) | Pay Day | Apr 24, 2026 | $0.28 |
 ORCL (AI-Revolution) | Pay Day | Apr 24, 2026 | $0.50 |
 ORK.OL (JeppeKirkBonde) | Ex-Dividend | Apr 24, 2026 | $0.21 |
 ASML.NV (JeppeKirkBonde) | Ex-Dividend | Apr 24, 2026 | $3.15 |
PMT (PingShangTrade) | Pay Day | Apr 24, 2026 | $0.40 |
 BESI.NV (RudolfDeLeeuw) | Ex-Dividend | Apr 27, 2026 | $1.86 |
 GE (Santiago1000) | Pay Day | Apr 27, 2026 | $0.47 |
 MC.PA (triangulacapital) | Ex-Dividend | Apr 28, 2026 | $8.60 |
MC.PA (RudolfDeLeeuw) | 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 |
 BOL.ST (JeppeKirkBonde) | Ex-Dividend | Apr 29, 2026 | $1.18 |
HSBC | Pay Day | Apr 30, 2026 | $2.25 |
O | Ex-Dividend | Apr 30, 2026 | $0.27 |
MC.PA (triangulacapital) | Pay Day | Apr 30, 2026 | $8.60 |
 JPM (RudolfDeLeeuw) | Pay Day | Apr 30, 2026 | $1.50 |
MC.PA (RudolfDeLeeuw) | Pay Day | Apr 30, 2026 | $8.60 |
 MRVL (AI-Revolution) | Pay Day | Apr 30, 2026 | $0.06 |
JPM (Santiago1000) | Pay Day | Apr 30, 2026 | $1.50 |
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 |
O (PingShangTrade) | Ex-Dividend | Apr 30, 2026 | $0.27 |
COST | Ex-Dividend | May 1, 2026 | $1.47 |
 FCX (JeppeKirkBonde) | Pay Day | May 1, 2026 | $0.15 |
BESI.NV (RudolfDeLeeuw) | Pay Day | May 4, 2026 | $1.86 |
 TXN (AI-Revolution) | Ex-Dividend | May 5, 2026 | $1.42 |
ASML.NV (JeppeKirkBonde) | Pay Day | May 5, 2026 | $3.15 |
BOL.ST (JeppeKirkBonde) | Pay Day | May 6, 2026 | $1.18 |
 EQT (JeppeKirkBonde) | Ex-Dividend | May 6, 2026 | $0.17 |
ORK.OL (JeppeKirkBonde) | Pay Day | May 7, 2026 | $0.21 |
MAIN | Ex-Dividend | May 8, 2026 | $0.26 |
 NHY.OL (JeppeKirkBonde) | Ex-Dividend | May 8, 2026 | $3.00 |
MAIN (PingShangTrade) | Ex-Dividend | May 8, 2026 | $0.26 |
COST | Pay Day | May 15, 2026 | $1.47 |
O | Pay Day | May 15, 2026 | $0.27 |
MAIN | Pay Day | May 15, 2026 | $0.26 |
 BTRW.L (triangulacapital) | Pay Day | May 15, 2026 | $0.07 |
O (PingShangTrade) | Pay Day | May 15, 2026 | $0.27 |
MAIN (PingShangTrade) | Pay Day | May 15, 2026 | $0.26 |
 MONC.MI (RudolfDeLeeuw) | Ex-Dividend | May 18, 2026 | $1.65 |
 HO.PA (JeppeKirkBonde) | Ex-Dividend | May 18, 2026 | $3.43 |
 ISP.MI (Matteospaggiari) | Ex-Dividend | May 18, 2026 | $2.25 |
TXN (AI-Revolution) | Pay Day | May 19, 2026 | $1.42 |
NHY.OL (JeppeKirkBonde) | Pay Day | May 19, 2026 | $3.00 |
MONC.MI (RudolfDeLeeuw) | Pay Day | May 20, 2026 | $1.65 |
HO.PA (JeppeKirkBonde) | Pay Day | May 20, 2026 | $3.43 |
ISP.MI (Matteospaggiari) | Pay Day | May 20, 2026 | $2.25 |
 MSFT (AI-Revolution) | Ex-Dividend | May 21, 2026 | $0.91 |
 AMAT (AI-Revolution) | Ex-Dividend | May 21, 2026 | $0.53 |
MSFT (Santiago1000) | Ex-Dividend | May 21, 2026 | $0.91 |
MSFT (JeppeKirkBonde) | Ex-Dividend | May 21, 2026 | $0.91 |
MSFT (ZwoopsTech) | Ex-Dividend | May 21, 2026 | $0.91 |
 GAW.L (JeppeKirkBonde) | Pay Day | May 27, 2026 | $1.48 |
 IBE.MC (Santiago1000) | Ex-Dividend | May 28, 2026 | $0.01 |
IBE.MC (JeppeKirkBonde) | Ex-Dividend | May 28, 2026 | $0.01 |
IBE.MC (Santiago1000) | Pay Day | Jun 1, 2026 | $0.01 |
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 |
RR.L (Santiago1000) | Pay Day | Jun 3, 2026 | $0.07 |
 DEO (triangulacapital) | Pay Day | Jun 4, 2026 | $0.80 |
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 (Santiago1000) | Pay Day | Jun 11, 2026 | $0.91 |
TSM (Santiago1000) | Ex-Dividend | Jun 11, 2026 | $0.95 |
MSFT (JeppeKirkBonde) | Pay Day | Jun 11, 2026 | $0.91 |
TSM (JeppeKirkBonde) | Ex-Dividend | Jun 11, 2026 | $0.95 |
MSFT (ZwoopsTech) | Pay Day | Jun 11, 2026 | $0.91 |
 LDO.MI (Santiago1000) | Ex-Dividend | Jun 22, 2026 | $0.73 |
 PST.MI (Santiago1000) | Ex-Dividend | Jun 22, 2026 | $1.00 |
LDO.MI (Santiago1000) | Pay Day | Jun 24, 2026 | $0.73 |
PST.MI (Santiago1000) | Pay Day | Jun 24, 2026 | $1.00 |
GS (JeppeKirkBonde) | Pay Day | Jun 29, 2026 | $4.50 |
 GFC.PA (triangulacapital) | Ex-Dividend | Jul 7, 2026 | $3.28 |
GFC.PA (triangulacapital) | Pay Day | Jul 9, 2026 | $3.28 |
TSM (AI-Revolution) | Pay Day | Jul 9, 2026 | $0.95 |
TSM (Santiago1000) | Pay Day | Jul 9, 2026 | $0.95 |
TSM (JeppeKirkBonde) | Pay Day | Jul 9, 2026 | $0.95 |
 RI.PA (triangulacapital) | Ex-Dividend | Jul 22, 2026 | $2.77 |
RI.PA (triangulacapital) | Pay Day | Jul 24, 2026 | $2.77 |
Performance Metrics
Score 3.2/10
Beta
0.72
0.72
0
0.8
1.2
0
2
Sharpe Ratio
0.23
0.23
0
0.5
1
1.5
1.5
Sortino Ratio
0.32
0.32
0
1
2
3
3
Jensen's Alpha
-3.09
-3.09
-4
0
2
4.5
4.5
Omega Ratio
0.61
0.61
0
1
1.5
2.5
2.5
Treynor Ratio
0.29
0.29
0
0.75
1.25
2
2
Information Ratio
-0.69
-0.69
-1
0.3
0.6
1
1
Calmar Ratio
0.94
0.94
0
0.3
0.6
1
1
Beta
0.72
0.72
0
0.8
1.2
0
2
Sharpe Ratio
0.23
0.23
0
0.5
1
1.5
1.5
Sortino Ratio
0.32
0.32
0
1
2
3
3
Jensen's Alpha
-3.09
-3.09
-4
0
2
4.5
4.5
Omega Ratio
0.61
0.61
0
1
1.5
2.5
2.5
Treynor Ratio
0.29
0.29
0
0.75
1.25
2
2
Information Ratio
-0.69
-0.69
-1
0.3
0.6
1
1
Calmar Ratio
0.94
0.94
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
24.79
High:O
55.8OLow:MAIN
9.93MAINDetails
PEG Ratio
260.86
High:V
552.81VLow:GOOGL
92.48GOOGLDetails
Price/Book
3.6
High:ASML
23.71ASMLLow:PMT
0.78PMTDetails
Price/Sales
5.19
High:V
14.66VLow:PMT
0.6PMTDetails
Price/CF
24.12
High:ASML
42.41ASMLLow:PMT
2.54PMTDetails
Price/FCF
49.75
High:BABA
1,196.17BABALow:PMT
4.14PMTDetails
P/E Ratio
24.79
High:O
55.8OLow:MAIN
9.93MAINDetails
PEG Ratio
260.86
High:V
552.81VLow:GOOGL
92.48GOOGLDetails
Price/Book
3.6
High:ASML
23.71ASMLLow:PMT
0.78PMTDetails
Price/Sales
5.19
High:V
14.66VLow:PMT
0.6PMTDetails
Price/CF
24.12
High:ASML
42.41ASMLLow:PMT
2.54PMTDetails
Price/FCF
49.75
High:BABA
1,196.17BABALow:PMT
4.14PMTDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-6.53% | Mar 2026 | Apr 2026 | 1 |
-4.03% | Mar 2025 | Jun 2025 | 3 |
-3.05% | Dec 2024 | Jan 2025 | 1 |
-1.28% | Oct 2024 | Nov 2024 | 1 |