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-2.44%
This Month
+7.61%
Year To Date
+21.32%
2 Years
+21.32%
5 Years
+21.32%
10 Years
+11.68%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading49.89%
- 📊 ETFs21.29%
- 💰 Finance10.66%
- 🧩 Miscellaneous9.49%
- 💻 Electronic Technology3.58%
- 🖥️ Technology Services1.54%
- 🛍️ Retail Trade1.47%
- 🍞 Consumer Non Durables1.36%
- 💼 Commercial Services0.72%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE57.32%
- 🇺🇸 Nasdaq25.43%
- 🇩🇪 Xetra ETFs3.58%
- 🇩🇪 FRA1.9%
- 🇨🇭 SIX1.82%
- 🇬🇧 LSE1.77%
- 🇫🇷 Euronext Paris1.64%
- 🇳🇱 Euronext Amsterdam0.85%
- 🇺🇸 Chicago Board Options Exchange0.75%
- 🇩🇰 Copenhagen Stock Exchange0.58%
- 🇸🇪 Stockholm Stock Exchange0.51%
- 🇦🇪 Dubai Financial Market0.39%
- 🇳🇴 Oslo Stock Exchange0.31%
- 🇮🇹 Borsa Italiana0.3%
- 🇫🇮 Helsinki Stock Exchange0.26%
- 🇵🇹 Euronext Lisbon0.25%
- 🇭🇰 Hong Kong Exchanges0.24%
- 🌍 Digital Currency0.12%
- Regular Trading Hours - RTH0.12%
- 🇪🇸 Bolsa De Madrid0.04%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States40.76%
- 🇳🇱 Netherlands5.36%
- 🇹🇼 Taiwan2.84%
- 🇬🇧 United Kingdom2.47%
- 🇩🇪 Germany1.9%
- 🇨🇭 Switzerland1.89%
- 🇫🇷 France1.65%
- 🇨🇦 Canada1.4%
- 🇨🇳 China1.05%
- 🇩🇰 Denmark0.58%
- 🇸🇪 Sweden0.52%
- 🇧🇷 Brazil0.48%
- 🇰🇷 South Korea0.38%
- 🇳🇴 Norway0.31%
- 🇫🇮 Finland0.26%
- 🇵🇹 Portugal0.25%
- 🇮🇹 Italy0.24%
- 🇱🇺 Luxembourg0.15%
- 🇰🇾 Cayman Islands0.09%
- 🇮🇱 Israel0.09%
- 🇪🇸 Spain0.04%
- 🇨🇱 Chile0.04%
- 🇯🇵 Japan0.04%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
1.07%
22 out of 29 instruments pay dividend.
58 dividend payments in the next 30 days.
Highest Dividend: $PMT (15.7%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 JeppeKirkBonde | 0.23% | 0.87% | - |
 triangulacapital | 0.19% | 3.75% | - |
 PMT | 0.15% | 15.7% | $1.6 |
 O | 0.11% | 5.41% | $3.09 |
 SPY | 0.09% | 0.98% | - |
 MAIN | 0.08% | 5.96% | $2.85 |
 KO | 0.04% | 2.7% | $1.89 |
 CPHequities | 0.03% | 0.7% | - |
 RudolfDeLeeuw | 0.03% | 0.63% | - |
 PingShangTrade | 0.02% | 1.52% | - |
 HSBC | 0.02% | 4.03% | $3.03 |
 ASML | 0.02% | 0.44% | $5.57 |
 V | 0.01% | 0.81% | $2.01 |
 AI-Revolution | 0.01% | 0.28% | - |
 Santiago1000 | 0.01% | 0.49% | - |
 SPGI | 0.01% | 0.92% | $3.62 |
 COST | 0.01% | 0.55% | $19.22 |
 Matteospaggiari | 0% | 0.5% | - |
 BABA | 0% | 0.82% | $0.98 |
 GOOGL | 0% | 0.23% | $0.2 |
 ZwoopsTech | 0% | 0.24% | - |
 ITUB | 0% | -1.82% | $-0.15 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
MAIN | Ex-Dividend | Jun 8, 2026 | $0.26 |
GOOGL | Ex-Dividend | Jun 8, 2026 | $0.22 |
GOOGL (AI-Revolution) | Ex-Dividend | Jun 8, 2026 | $0.22 |
 GOOG (Santiago1000) | Ex-Dividend | Jun 8, 2026 | $0.22 |
GOOGL (JeppeKirkBonde) | Ex-Dividend | Jun 8, 2026 | $0.22 |
MAIN (PingShangTrade) | Ex-Dividend | Jun 8, 2026 | $0.26 |
GOOG (ZwoopsTech) | Ex-Dividend | Jun 8, 2026 | $0.22 |
GOOGL (Matteospaggiari) | Ex-Dividend | Jun 8, 2026 | $0.22 |
GOOG (CPHequities) | Ex-Dividend | Jun 8, 2026 | $0.22 |
 ROST (CPHequities) | Ex-Dividend | Jun 9, 2026 | $0.45 |
SPGI | Pay Day | Jun 10, 2026 | $0.97 |
 KSS (RudolfDeLeeuw) | Ex-Dividend | Jun 10, 2026 | $0.13 |
 RPRX (CPHequities) | Pay Day | Jun 10, 2026 | $0.23 |
BABA | Ex-Dividend | Jun 11, 2026 | $1.05 |
BABA (RudolfDeLeeuw) | Ex-Dividend | Jun 11, 2026 | $1.05 |
 LUV (RudolfDeLeeuw) | Ex-Dividend | Jun 11, 2026 | $0.18 |
 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 (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 |
 HAS (JeppeKirkBonde) | Pay Day | Jun 11, 2026 | $0.70 |
TSM (JeppeKirkBonde) | Ex-Dividend | Jun 11, 2026 | $0.95 |
MSFT (ZwoopsTech) | Pay Day | Jun 11, 2026 | $0.91 |
TSM (Matteospaggiari) | Ex-Dividend | Jun 11, 2026 | $0.95 |
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 |
 RKT.L (triangulacapital) | Pay Day | Jun 12, 2026 | $1.70 |
 RRC (JeppeKirkBonde) | Ex-Dividend | Jun 12, 2026 | $0.10 |
KO | Ex-Dividend | Jun 15, 2026 | $0.53 |
O | Pay Day | Jun 15, 2026 | $0.27 |
MAIN | Pay Day | Jun 15, 2026 | $0.26 |
GOOGL | Pay Day | Jun 15, 2026 | $0.22 |
 M.US (RudolfDeLeeuw) | Ex-Dividend | Jun 15, 2026 | $0.19 |
 META (AI-Revolution) | Ex-Dividend | Jun 15, 2026 | $0.53 |
GOOGL (AI-Revolution) | Pay Day | Jun 15, 2026 | $0.22 |
GOOG (Santiago1000) | Pay Day | Jun 15, 2026 | $0.22 |
META (Santiago1000) | Ex-Dividend | Jun 15, 2026 | $0.53 |
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 |
O (PingShangTrade) | Pay Day | Jun 15, 2026 | $0.27 |
MAIN (PingShangTrade) | Pay Day | Jun 15, 2026 | $0.26 |
GOOG (ZwoopsTech) | Pay Day | Jun 15, 2026 | $0.22 |
META (Matteospaggiari) | Ex-Dividend | Jun 15, 2026 | $0.53 |
GOOGL (Matteospaggiari) | Pay Day | Jun 15, 2026 | $0.22 |
GOOG (CPHequities) | Pay Day | Jun 15, 2026 | $0.22 |
ORA.PA (CPHequities) | Pay Day | Jun 15, 2026 | $0.53 |
 HMC (RudolfDeLeeuw) | Pay Day | Jun 16, 2026 | $0.66 |
 GEV (Santiago1000) | Ex-Dividend | Jun 16, 2026 | $0.50 |
 MCD (PingShangTrade) | Pay Day | Jun 16, 2026 | $1.86 |
 ADI.US (CPHequities) | Pay Day | Jun 16, 2026 | $1.10 |
 LRCX (AI-Revolution) | Ex-Dividend | Jun 17, 2026 | $0.26 |
 NOC (JeppeKirkBonde) | Pay Day | Jun 17, 2026 | $2.47 |
LRCX (CPHequities) | Ex-Dividend | Jun 17, 2026 | $0.26 |
 D (JeppeKirkBonde) | Pay Day | Jun 20, 2026 | $0.67 |
 LDO.MI (Santiago1000) | Ex-Dividend | Jun 22, 2026 | $0.74 |
 PST.MI (Santiago1000) | Ex-Dividend | Jun 22, 2026 | $1.00 |
 VST (JeppeKirkBonde) | Ex-Dividend | Jun 22, 2026 | $0.23 |
 NEM (CPHequities) | Pay Day | Jun 22, 2026 | $0.26 |
 BLK (RudolfDeLeeuw) | Pay Day | Jun 23, 2026 | $5.73 |
KSS (RudolfDeLeeuw) | Pay Day | Jun 24, 2026 | $0.13 |
LDO.MI (Santiago1000) | Pay Day | Jun 24, 2026 | $0.74 |
PST.MI (Santiago1000) | Pay Day | Jun 24, 2026 | $1.00 |
META (AI-Revolution) | Pay Day | Jun 25, 2026 | $0.53 |
META (Santiago1000) | Pay Day | Jun 25, 2026 | $0.53 |
META (JeppeKirkBonde) | Pay Day | Jun 25, 2026 | $0.53 |
META (Matteospaggiari) | Pay Day | Jun 25, 2026 | $0.53 |
HSBC | Pay Day | Jun 26, 2026 | $0.50 |
 UL.US (triangulacapital) | Pay Day | Jun 26, 2026 | $0.55 |
 NVDA (AI-Revolution) | Pay Day | Jun 26, 2026 | $0.25 |
NVDA (Santiago1000) | Pay Day | Jun 26, 2026 | $0.25 |
 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 (ZwoopsTech) | Pay Day | Jun 26, 2026 | $0.25 |
NVDA (Matteospaggiari) | Pay Day | Jun 26, 2026 | $0.25 |
 SHEL (triangulacapital) | Pay Day | Jun 29, 2026 | $0.78 |
 GS (JeppeKirkBonde) | Pay Day | Jun 29, 2026 | $4.50 |
 NTR (triangulacapital) | Ex-Dividend | Jun 30, 2026 | $0.55 |
 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 |
ROST (CPHequities) | Pay Day | Jun 30, 2026 | $0.45 |
 VTR (CPHequities) | Ex-Dividend | Jun 30, 2026 | $0.52 |
KO | Pay Day | Jul 1, 2026 | $0.53 |
M.US (RudolfDeLeeuw) | Pay Day | Jul 1, 2026 | $0.19 |
 NKE (PingShangTrade) | Pay Day | Jul 1, 2026 | $0.41 |
LUV (RudolfDeLeeuw) | Pay Day | Jul 2, 2026 | $0.18 |
 RCL (RudolfDeLeeuw) | Pay Day | Jul 2, 2026 | $1.50 |
CRM (AI-Revolution) | Pay Day | Jul 2, 2026 | $0.44 |
 GRI.L (triangulacapital) | Pay Day | Jul 3, 2026 | $0.04 |
 JPM (RudolfDeLeeuw) | Ex-Dividend | Jul 6, 2026 | $1.50 |
JPM (Santiago1000) | Ex-Dividend | Jul 6, 2026 | $1.50 |
JPM (JeppeKirkBonde) | Ex-Dividend | Jul 6, 2026 | $1.50 |
 CSCO (CPHequities) | Ex-Dividend | Jul 6, 2026 | $0.42 |
LRCX (AI-Revolution) | Pay Day | Jul 8, 2026 | $0.26 |
LRCX (CPHequities) | Pay Day | Jul 8, 2026 | $0.26 |
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 |
TSM (Matteospaggiari) | Pay Day | Jul 9, 2026 | $0.95 |
TSM (CPHequities) | Pay Day | Jul 9, 2026 | $0.95 |
RL (JeppeKirkBonde) | Pay Day | Jul 10, 2026 | $1.00 |
 TD (CPHequities) | Ex-Dividend | Jul 10, 2026 | $0.81 |
BABA | Pay Day | Jul 13, 2026 | $1.05 |
BABA (RudolfDeLeeuw) | Pay Day | Jul 13, 2026 | $1.05 |
BABA (AI-Revolution) | Pay Day | Jul 13, 2026 | $1.05 |
GEV (Santiago1000) | Pay Day | Jul 14, 2026 | $0.50 |
HST (JeppeKirkBonde) | Pay Day | Jul 15, 2026 | $0.20 |
VTR (CPHequities) | Pay Day | Jul 16, 2026 | $0.52 |
NTR (triangulacapital) | Pay Day | Jul 17, 2026 | $0.55 |
 RI.PA (triangulacapital) | Ex-Dividend | Jul 22, 2026 | $2.77 |
CSCO (CPHequities) | Pay Day | Jul 22, 2026 | $0.42 |
RI.PA (triangulacapital) | Pay Day | Jul 24, 2026 | $2.77 |
JPM (RudolfDeLeeuw) | Pay Day | Jul 31, 2026 | $1.50 |
JPM (Santiago1000) | Pay Day | Jul 31, 2026 | $1.50 |
JPM (JeppeKirkBonde) | Pay Day | Jul 31, 2026 | $1.50 |
TD (CPHequities) | Pay Day | Jul 31, 2026 | $0.81 |
Performance Metrics
Score 3.9/10
Beta
0.74
0.74
0
0.8
1.2
0
2
Sharpe Ratio
0.57
0.57
0
0.5
1
1.5
1.5
Sortino Ratio
0.9
0.9
0
1
2
3
3
Jensen's Alpha
-3.01
-3.01
-4
0
2
4.5
4.5
Omega Ratio
0.54
0.54
0
1
1.5
2.5
2.5
Treynor Ratio
0.77
0.77
0
0.75
1.25
2
2
Information Ratio
-0.86
-0.86
-1
0.3
0.6
1
1
Calmar Ratio
1.63
1.63
0
0.3
0.6
2
2
Beta
0.74
0.74
0
0.8
1.2
0
2
Sharpe Ratio
0.57
0.57
0
0.5
1
1.5
1.5
Sortino Ratio
0.9
0.9
0
1
2
3
3
Jensen's Alpha
-3.01
-3.01
-4
0
2
4.5
4.5
Omega Ratio
0.54
0.54
0
1
1.5
2.5
2.5
Treynor Ratio
0.77
0.77
0
0.75
1.25
2
2
Information Ratio
-0.86
-0.86
-1
0.3
0.6
1
1
Calmar Ratio
1.63
1.63
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
23.88
High:ASML
58.55ASMLLow:PMT
8.8PMTDetails
PEG Ratio
213.69
High:O
466.31OLow:PMT
36.07PMTDetails
Price/Book
3.81
High:ASML
28.22ASMLLow:PMT
0.67PMTDetails
Price/Sales
5.52
High:ASML
17.35ASMLLow:PMT
0.49PMTDetails
Price/CF
22.32
High:ASML
42.41ASMLLow:PMT
2.54PMTDetails
Price/FCF
51.58
High:BABA
1,196.17BABALow:PMT
4.14PMTDetails
P/E Ratio
23.88
High:ASML
58.55ASMLLow:PMT
8.8PMTDetails
PEG Ratio
213.69
High:O
466.31OLow:PMT
36.07PMTDetails
Price/Book
3.81
High:ASML
28.22ASMLLow:PMT
0.67PMTDetails
Price/Sales
5.52
High:ASML
17.35ASMLLow:PMT
0.49PMTDetails
Price/CF
22.32
High:ASML
42.41ASMLLow:PMT
2.54PMTDetails
Price/FCF
51.58
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 |
-2.44% | Jun 2026 | - | 1 |
-1.28% | Oct 2024 | Nov 2024 | 1 |