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-0.14%
Today
-0.14%
This Month
+2.68%
Year To Date
+68.32%
2 Years
+28.32%
5 Years
+21.36%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading48.7%
- 🖥️ Technology Services18.4%
- 💵 Cash11.26%
- 💻 Electronic Technology8.08%
- 🪙 Cryptocurrencies3.36%
- 🛍️ Retail Trade2.92%
- 📊 ETFs2.59%
- 💼 Commercial Services1.39%
- ⚡ Utilities0.53%
- 💰 Finance0.27%
- 🛠️ Producer Manufacturing0.17%
- 🧬 Health Technology0.02%
- 🚚 Transportation0.01%
- 📡 Communications0.01%
- 🏥 Health Services0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq36.62%
- 🇺🇸 NYSE22.73%
- 🇬🇧 LSE15.91%
- 🌍 Digital Currency3.83%
- 🇳🇱 Euronext Amsterdam0.65%
- 🇨🇭 SIX0.62%
- 🇪🇸 Bolsa De Madrid0.54%
- 🇺🇸 Chicago Board Options Exchange0.47%
- 🇫🇷 Euronext Paris0.45%
- 🇸🇪 Stockholm Stock Exchange0.29%
- 🇩🇪 FRA0.25%
- 🇩🇰 Copenhagen Stock Exchange0.15%
- 🇧🇪 Euronext Brussels0.15%
- 🇭🇰 Hong Kong Exchanges0.11%
- 🇮🇹 Borsa Italiana0.1%
- 🇳🇴 Oslo Stock Exchange0.09%
- 🇫🇮 Helsinki Stock Exchange0.04%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States44.84%
- 🇨🇦 Canada4.42%
- 🇨🇳 China3.11%
- 🇬🇧 United Kingdom2.75%
- 🇳🇱 Netherlands1.41%
- 🇹🇼 Taiwan0.85%
- 🇨🇭 Switzerland0.67%
- 🇪🇸 Spain0.54%
- 🇫🇷 France0.45%
- 🇩🇪 Germany0.25%
- 🇩🇰 Denmark0.25%
- 🇯🇵 Japan0.22%
- 🇸🇪 Sweden0.21%
- 🇺🇾 Uruguay0.15%
- 🇧🇪 Belgium0.15%
- 🇦🇷 Argentina0.13%
- 🇫🇮 Finland0.12%
- 🇧🇷 Brazil0.11%
- 🇮🇹 Italy0.1%
- 🇳🇴 Norway0.09%
- 🇰🇾 Cayman Islands0.07%
- 🇱🇺 Luxembourg0.07%
- 🇮🇱 Israel0.07%
- 🇮🇪 Ireland0.04%
- 🇰🇷 South Korea0.03%
- 🇸🇬 Singapore0%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
0.48%
29 out of 54 instruments pay dividend.
40 dividend payments in the next 30 days.
Highest Dividend: triangulacapital (4.29%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 JeppeKirkBonde | 0.09% | 1.24% | - |
 MSFT | 0.07% | 0.76% | $3 |
 triangulacapital | 0.05% | 4.29% | - |
 StanleyDruck13F | 0.05% | 0.98% | - |
 Private-Equity | 0.05% | 1.76% | - |
 thomaspj | 0.04% | 0.47% | - |
 BABA | 0.03% | 0.99% | $0.98 |
 AAPL | 0.01% | 0.53% | $0.97 |
 GOOG | 0.01% | 0.29% | $0.2 |
 WarrenBuffet-CF | 0.01% | 1.62% | - |
 CPHequities | 0.01% | 0.72% | - |
 VTV | 0.01% | 2.22% | - |
 Magnificent-7 | 0.01% | 0.32% | - |
 BrunoSozzo | 0.01% | 0.64% | - |
 ASML | 0.01% | 0.77% | $5.57 |
 INTC | 0.01% | 2.57% | $0.5 |
 MRVL | 0% | 0.21% | $0.24 |
 BESI.NV | 0% | 1.72% | $2.15 |
 Buybacks | 0% | 0.21% | - |
 VST | 0% | 0.52% | $0.85 |
 VFH | 0% | 2.09% | - |
 TSM | 0% | 0.93% | $1.74 |
 ChrisvanDoorn | 0% | 0.44% | - |
 PAVE | 0% | 0.66% | - |
 AI-Revolution | 0% | 0.22% | - |
 FuturePayments | 0% | 0.47% | - |
 NVO | 0% | 1.21% | $0.98 |
 ITA | 0% | 1.12% | - |
 NVDA | 0% | 0.03% | $0.02 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
 FCX (JeppeKirkBonde) | Pay Day | Feb 3 | $0.15 |
 SYF (CPHequities) | Ex-Dividend | Feb 3 | $0.25 |
 C (StanleyDruck13F) | Ex-Dividend | Feb 3 | $0.56 |
FCX (StanleyDruck13F) | Pay Day | Feb 3 | $0.15 |
 KMI (StanleyDruck13F) | Ex-Dividend | Feb 3 | $0.29 |
C (WarrenBuffet-CF) | Ex-Dividend | Feb 3 | $0.56 |
 AON (WarrenBuffet-CF) | Ex-Dividend | Feb 3 | $0.68 |
 SLB (ChrisvanDoorn) | Ex-Dividend | Feb 5 | $0.28 |
 MA (Buybacks) | Pay Day | Feb 7 | $0.76 |
MA (thomaspj) | Pay Day | Feb 7 | $0.76 |
MA (CPHequities) | Pay Day | Feb 7 | $0.76 |
 WFC (CPHequities) | Ex-Dividend | Feb 7 | $0.40 |
MA (BrunoSozzo) | Pay Day | Feb 7 | $0.76 |
 NVT (StanleyDruck13F) | Pay Day | Feb 7 | $0.20 |
MA (WarrenBuffet-CF) | Pay Day | Feb 7 | $0.76 |
 SIRI (WarrenBuffet-CF) | Ex-Dividend | Feb 7 | $0.27 |
MA (FuturePayments) | Pay Day | Feb 7 | $0.76 |
AAPL | Ex-Dividend | Feb 10 | $0.25 |
AAPL (Magnificent-7) | Ex-Dividend | Feb 10 | $0.25 |
AAPL (JeppeKirkBonde) | Ex-Dividend | Feb 10 | $0.25 |
 AXP (thomaspj) | Pay Day | Feb 10 | $0.70 |
AAPL (CPHequities) | Ex-Dividend | Feb 10 | $0.25 |
AAPL (BrunoSozzo) | Ex-Dividend | Feb 10 | $0.25 |
 BX (Private-Equity) | Ex-Dividend | Feb 10 | $1.44 |
 X (StanleyDruck13F) | Ex-Dividend | Feb 10 | $0.05 |
AAPL (WarrenBuffet-CF) | Ex-Dividend | Feb 10 | $0.25 |
AXP (WarrenBuffet-CF) | Pay Day | Feb 10 | $0.70 |
AXP (FuturePayments) | Pay Day | Feb 10 | $0.70 |
 V (Buybacks) | Ex-Dividend | Feb 11 | $0.59 |
V (thomaspj) | Ex-Dividend | Feb 11 | $0.59 |
V (CPHequities) | Ex-Dividend | Feb 11 | $0.59 |
V (BrunoSozzo) | Ex-Dividend | Feb 11 | $0.59 |
V (WarrenBuffet-CF) | Ex-Dividend | Feb 11 | $0.59 |
V (FuturePayments) | Ex-Dividend | Feb 11 | $0.59 |
AAPL | Pay Day | Feb 13 | $0.25 |
AAPL (Magnificent-7) | Pay Day | Feb 13 | $0.25 |
AAPL (JeppeKirkBonde) | Pay Day | Feb 13 | $0.25 |
AAPL (CPHequities) | Pay Day | Feb 13 | $0.25 |
AAPL (BrunoSozzo) | Pay Day | Feb 13 | $0.25 |
AAPL (WarrenBuffet-CF) | Pay Day | Feb 13 | $0.25 |
 SBUX (StanleyDruck13F) | Ex-Dividend | Feb 14 | $0.61 |
 TFC (StanleyDruck13F) | Ex-Dividend | Feb 14 | $0.52 |
 CFG (StanleyDruck13F) | Pay Day | Feb 14 | $0.42 |
 ACN (AI-Revolution) | Pay Day | Feb 14 | $1.48 |
 CVX (WarrenBuffet-CF) | Ex-Dividend | Feb 14 | $1.71 |
 KR (WarrenBuffet-CF) | Ex-Dividend | Feb 14 | $0.32 |
 ALLY (WarrenBuffet-CF) | Pay Day | Feb 14 | $0.30 |
AON (WarrenBuffet-CF) | Pay Day | Feb 14 | $0.68 |
 BFH (FuturePayments) | Ex-Dividend | Feb 14 | $0.21 |
SYF (CPHequities) | Pay Day | Feb 18 | $0.25 |
BX (Private-Equity) | Pay Day | Feb 18 | $1.44 |
KMI (StanleyDruck13F) | Pay Day | Feb 18 | $0.29 |
 ENTG (ChrisvanDoorn) | Pay Day | Feb 19 | $0.10 |
MSFT | Ex-Dividend | Feb 20 | $0.83 |
 AMAT (Buybacks) | Ex-Dividend | Feb 20 | $0.40 |
MSFT (Magnificent-7) | Ex-Dividend | Feb 20 | $0.83 |
MSFT (JeppeKirkBonde) | Ex-Dividend | Feb 20 | $0.83 |
MSFT (CPHequities) | Ex-Dividend | Feb 20 | $0.83 |
AMAT (CPHequities) | Ex-Dividend | Feb 20 | $0.40 |
MSFT (BrunoSozzo) | Ex-Dividend | Feb 20 | $0.83 |
MSFT (StanleyDruck13F) | Ex-Dividend | Feb 20 | $0.83 |
 DFS (StanleyDruck13F) | Ex-Dividend | Feb 20 | $0.70 |
MSFT (AI-Revolution) | Ex-Dividend | Feb 20 | $0.83 |
DFS (FuturePayments) | Ex-Dividend | Feb 20 | $0.70 |
 RTX (CPHequities) | Ex-Dividend | Feb 21 | $0.63 |
SIRI (WarrenBuffet-CF) | Pay Day | Feb 25 | $0.27 |
 SSE.L (triangulacapital) | Pay Day | Feb 27 | $0.27 |
 GS (JeppeKirkBonde) | Ex-Dividend | Feb 28 | $3.00 |
GS (thomaspj) | Ex-Dividend | Feb 28 | $3.00 |
C (StanleyDruck13F) | Pay Day | Feb 28 | $0.56 |
SBUX (StanleyDruck13F) | Pay Day | Feb 28 | $0.61 |
 FCNCA (StanleyDruck13F) | Ex-Dividend | Feb 28 | $1.95 |
C (WarrenBuffet-CF) | Pay Day | Feb 28 | $0.56 |
 TMUS (WarrenBuffet-CF) | Ex-Dividend | Feb 28 | $0.88 |
WFC (CPHequities) | Pay Day | Mar 1 | $0.40 |
KR (WarrenBuffet-CF) | Pay Day | Mar 1 | $0.32 |
V (Buybacks) | Pay Day | Mar 3 | $0.59 |
 MCK (Buybacks) | Ex-Dividend | Mar 3 | $0.71 |
 LMT (JeppeKirkBonde) | Ex-Dividend | Mar 3 | $3.30 |
V (thomaspj) | Pay Day | Mar 3 | $0.59 |
V (CPHequities) | Pay Day | Mar 3 | $0.59 |
MCK (CPHequities) | Ex-Dividend | Mar 3 | $0.71 |
V (BrunoSozzo) | Pay Day | Mar 3 | $0.59 |
TFC (StanleyDruck13F) | Pay Day | Mar 3 | $0.52 |
V (WarrenBuffet-CF) | Pay Day | Mar 3 | $0.59 |
V (FuturePayments) | Pay Day | Mar 3 | $0.59 |
 KEY (StanleyDruck13F) | Ex-Dividend | Mar 4 | $0.20 |
DFS (StanleyDruck13F) | Pay Day | Mar 6 | $0.70 |
DFS (FuturePayments) | Pay Day | Mar 6 | $0.70 |
 BLK (JeppeKirkBonde) | Ex-Dividend | Mar 7 | $5.21 |
 BAC (WarrenBuffet-CF) | Ex-Dividend | Mar 7 | $0.26 |
CVX (WarrenBuffet-CF) | Pay Day | Mar 10 | $1.71 |
 FIS (FuturePayments) | Ex-Dividend | Mar 11 | $0.40 |
X (StanleyDruck13F) | Pay Day | Mar 12 | $0.05 |
MSFT | Pay Day | Mar 13 | $0.83 |
AMAT (Buybacks) | Pay Day | Mar 13 | $0.40 |
MSFT (Magnificent-7) | Pay Day | Mar 13 | $0.83 |
MSFT (JeppeKirkBonde) | Pay Day | Mar 13 | $0.83 |
MSFT (CPHequities) | Pay Day | Mar 13 | $0.83 |
AMAT (CPHequities) | Pay Day | Mar 13 | $0.40 |
MSFT (BrunoSozzo) | Pay Day | Mar 13 | $0.83 |
MSFT (StanleyDruck13F) | Pay Day | Mar 13 | $0.83 |
MSFT (AI-Revolution) | Pay Day | Mar 13 | $0.83 |
TMUS (WarrenBuffet-CF) | Pay Day | Mar 13 | $0.88 |
KEY (StanleyDruck13F) | Pay Day | Mar 14 | $0.20 |
 FHN (StanleyDruck13F) | Ex-Dividend | Mar 14 | $0.15 |
 MRK (ChrisvanDoorn) | Ex-Dividend | Mar 17 | $0.81 |
FCNCA (StanleyDruck13F) | Pay Day | Mar 17 | $1.95 |
TSM | Ex-Dividend | Mar 18 | $0.69 |
TSM (ChrisvanDoorn) | Ex-Dividend | Mar 18 | $0.69 |
TSM (JeppeKirkBonde) | Ex-Dividend | Mar 18 | $0.69 |
TSM (CPHequities) | Ex-Dividend | Mar 18 | $0.69 |
 HBAN (StanleyDruck13F) | Ex-Dividend | Mar 18 | $0.16 |
TSM (StanleyDruck13F) | Ex-Dividend | Mar 18 | $0.69 |
TSM (AI-Revolution) | Ex-Dividend | Mar 18 | $0.69 |
RTX (CPHequities) | Pay Day | Mar 20 | $0.63 |
BFH (FuturePayments) | Pay Day | Mar 21 | $0.21 |
BLK (JeppeKirkBonde) | Pay Day | Mar 24 | $5.21 |
FIS (FuturePayments) | Pay Day | Mar 25 | $0.40 |
LMT (JeppeKirkBonde) | Pay Day | Mar 28 | $3.30 |
GS (JeppeKirkBonde) | Pay Day | Mar 28 | $3.00 |
GS (thomaspj) | Pay Day | Mar 28 | $3.00 |
BAC (WarrenBuffet-CF) | Pay Day | Mar 28 | $0.26 |
MCK (Buybacks) | Pay Day | Apr 1 | $0.71 |
MCK (CPHequities) | Pay Day | Apr 1 | $0.71 |
HBAN (StanleyDruck13F) | Pay Day | Apr 1 | $0.16 |
FHN (StanleyDruck13F) | Pay Day | Apr 1 | $0.15 |
SLB (ChrisvanDoorn) | Pay Day | Apr 3 | $0.28 |
MRK (ChrisvanDoorn) | Pay Day | Apr 7 | $0.81 |
TSM | Pay Day | Apr 10 | $0.69 |
TSM (ChrisvanDoorn) | Pay Day | Apr 10 | $0.69 |
TSM (JeppeKirkBonde) | Pay Day | Apr 10 | $0.69 |
TSM (CPHequities) | Pay Day | Apr 10 | $0.69 |
TSM (StanleyDruck13F) | Pay Day | Apr 10 | $0.69 |
TSM (AI-Revolution) | Pay Day | Apr 10 | $0.69 |
 CDI.PA (JeppeKirkBonde) | Ex-Dividend | Apr 24 | $7.83 |
CDI.PA (JeppeKirkBonde) | Pay Day | Apr 28 | $7.83 |
Performance Metrics
Score 7.3/10
Beta
0.82
0.82
0
0.8
1.2
0
2
Sharpe Ratio
0.88
0.88
0
0.5
1
1.5
1.5
Sortino Ratio
1.56
1.56
0
1
2
3
3
Jensen's Alpha
11.64
11.64
-2
0
2
12
12
Omega Ratio
1.44
1.44
0
1
1.5
2.5
2.5
Treynor Ratio
2.07
2.07
0
0.75
1.25
3
3
Information Ratio
0.46
0.46
0
0.3
0.6
1
1
Calmar Ratio
0.46
0.46
0
0.3
0.6
1
1
Beta
0.82
0.82
0
0.8
1.2
0
2
Sharpe Ratio
0.88
0.88
0
0.5
1
1.5
1.5
Sortino Ratio
1.56
1.56
0
1
2
3
3
Jensen's Alpha
11.64
11.64
-2
0
2
12
12
Omega Ratio
1.44
1.44
0
1
1.5
2.5
2.5
Treynor Ratio
2.07
2.07
0
0.75
1.25
3
3
Information Ratio
0.46
0.46
0
0.3
0.6
1
1
Calmar Ratio
0.46
0.46
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-46.51% | Jul 2021 | Sep 2024 | 38 |
-18.62% | Sep 2018 | Apr 2019 | 7 |
-16.12% | Oct 2016 | Jan 2017 | 3 |
-11.55% | May 2019 | Jul 2019 | 2 |
-7.75% | Mar 2018 | May 2018 | 2 |
-4.92% | Feb 2016 | May 2016 | 3 |
-4.14% | Jun 2016 | Jul 2016 | 1 |
-3.64% | Sep 2020 | Apr 2021 | 7 |
-3.02% | Sep 2017 | Oct 2017 | 1 |
-2.79% | May 2021 | Jun 2021 | 1 |
-1.08% | Oct 2024 | Nov 2024 | 1 |
-0.97% | Sep 2019 | Oct 2019 | 1 |
-0.81% | May 2020 | Jun 2020 | 1 |