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-0.34%
Today
+11.82%
This Month
+9%
Year To Date
+45.92%
2 Years
+94.49%
5 Years
+49.05%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading45.37%
- 📊 ETFs14.99%
- 🖥️ Technology Services13.04%
- 🛍️ Retail Trade4.92%
- 💻 Electronic Technology4.84%
- 💰 Finance4.12%
- ⛏️ Energy Minerals2.72%
- 🏥 Health Services2.29%
- ⚡ Utilities0.69%
- 🚗 Consumer Durables0.29%
- 💵 Cash0.07%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq40.01%
- 🇺🇸 NYSE18.75%
- 🌍 Digital Currency11.93%
- 🇬🇧 LSE11.49%
- 🇫🇷 Euronext Paris3.78%
- 🇮🇹 Borsa Italiana0.54%
- 🇭🇰 Hong Kong Exchanges0.53%
- 🇳🇱 Euronext Amsterdam0.46%
- 🇸🇪 Stockholm Stock Exchange0.27%
- 🇩🇰 Copenhagen Stock Exchange0.27%
- 🇪🇸 Bolsa De Madrid0.15%
- 🌍 FX0.1%
- 🇩🇪 FRA0.07%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States47.3%
- 🇬🇧 United Kingdom6.49%
- 🇫🇷 France3.78%
- 🇳🇱 Netherlands0.76%
- 🇨🇳 China0.55%
- 🇬🇷 Greece0.43%
- 🇫🇮 Finland0.27%
- 🇩🇰 Denmark0.27%
- 🇧🇷 Brazil0.25%
- 🇮🇹 Italy0.25%
- 🇹🇼 Taiwan0.24%
- 🇧🇲 Bermuda0.2%
- 🇪🇸 Spain0.15%
- 🇩🇪 Germany0.07%
- 🇨🇦 Canada0.03%
- 🇮🇱 Israel0.01%
Dividends
Dividend Yield
0.97%
16 out of 20 instruments pay dividend.
15 dividend payments in the next 30 days.
Highest Dividend: $ENGI.PA (7.8%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 thomaspj | 0.2% | 0.91% | - |
 triangulacapital | 0.16% | 4.45% | - |
 FundManagerZech | 0.09% | 2.87% | - |
 BNP.PA | 0.09% | 6.25% | $4.6 |
 XOM | 0.07% | 4.79% | $3.76 |
 CVX | 0.07% | 4.88% | $6.28 |
 UNH | 0.06% | 2.81% | $7.74 |
 VONG | 0.05% | 0.59% | - |
 ENGI.PA | 0.05% | 7.8% | $1.43 |
 GOOG | 0.05% | 0.47% | $0.2 |
 ACA.PA | 0.02% | 6.85% | $1.05 |
 STLAM.MI | 0.02% | 7.55% | $1.55 |
 TheNang89 | 0.02% | 0.23% | - |
 META | 0.01% | 0.31% | $1 |
 NVDA | 0% | 0.03% | $0.02 |
 ITUB | 0% | -4.79% | $-0.15 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 GS (thomaspj) | Ex-Dividend | May 30, 2025 | $3.00 |
 V (thomaspj) | Pay Day | Jun 2, 2025 | $0.59 |
 DAC (FundManagerZech) | Pay Day | Jun 5, 2025 | $0.85 |
 SBLK (FundManagerZech) | Ex-Dividend | Jun 6, 2025 | $0.05 |
GOOG | Ex-Dividend | Jun 9, 2025 | $0.21 |
GOOG (TheNang89) | Ex-Dividend | Jun 9, 2025 | $0.21 |
 0386.HK (FundManagerZech) | Ex-Dividend | Jun 9, 2025 | $0.02 |
CVX | Pay Day | Jun 10, 2025 | $1.71 |
XOM | Pay Day | Jun 10, 2025 | $0.99 |
 JOE (FundManagerZech) | Ex-Dividend | Jun 10, 2025 | $0.14 |
 9988.HK (FundManagerZech) | Ex-Dividend | Jun 11, 2025 | $0.25 |
 MSFT (thomaspj) | Pay Day | Jun 12, 2025 | $0.83 |
MSFT (TheNang89) | Pay Day | Jun 12, 2025 | $0.83 |
 TSM (TheNang89) | Ex-Dividend | Jun 12, 2025 | $0.68 |
 LAND.L (triangulacapital) | Ex-Dividend | Jun 12, 2025 | $0.16 |
 JXN (FundManagerZech) | Ex-Dividend | Jun 12, 2025 | $0.80 |
 INSW (FundManagerZech) | Ex-Dividend | Jun 12, 2025 | $0.60 |
GOOG | Pay Day | Jun 16, 2025 | $0.21 |
GOOG (TheNang89) | Pay Day | Jun 16, 2025 | $0.21 |
 HSBC (triangulacapital) | Pay Day | Jun 20, 2025 | $0.50 |
 1800.HK (FundManagerZech) | Ex-Dividend | Jun 20, 2025 | $0.02 |
SBLK (FundManagerZech) | Pay Day | Jun 20, 2025 | $0.05 |
JOE (FundManagerZech) | Pay Day | Jun 26, 2025 | $0.14 |
JXN (FundManagerZech) | Pay Day | Jun 26, 2025 | $0.80 |
INSW (FundManagerZech) | Pay Day | Jun 26, 2025 | $0.60 |
GS (thomaspj) | Pay Day | Jun 27, 2025 | $3.00 |
0386.HK (FundManagerZech) | Pay Day | Jun 27, 2025 | $0.02 |
 3323.HK (FundManagerZech) | Pay Day | Jun 30, 2025 | $0.02 |
 JPM (thomaspj) | Ex-Dividend | Jul 3, 2025 | $1.40 |
9988.HK (FundManagerZech) | Pay Day | Jul 3, 2025 | $0.25 |
TSM (TheNang89) | Pay Day | Jul 10, 2025 | $0.68 |
LAND.L (triangulacapital) | Pay Day | Jul 25, 2025 | $0.16 |
JPM (thomaspj) | Pay Day | Jul 31, 2025 | $1.40 |
1800.HK (FundManagerZech) | Pay Day | Aug 15, 2025 | $0.02 |
 FXI (TheNang89) | Pay Day | Dec 20, 2025 | $0.45 |
Performance Metrics
Score 8.1/10
Beta
0.6
0.6
0
0.8
1.2
0
2
Sharpe Ratio
1.15
1.15
0
0.5
1
2
2
Sortino Ratio
3.49
3.49
0
1
2
4
4
Jensen's Alpha
16.86
16.86
-2
0
2
17
17
Omega Ratio
1.74
1.74
0
1
1.5
2.5
2.5
Treynor Ratio
2.99
2.99
0
0.75
1.25
3
3
Information Ratio
0.65
0.65
0
0.3
0.6
1
1
Calmar Ratio
2.97
2.97
0
0.3
0.6
3
3
Beta
0.6
0.6
0
0.8
1.2
0
2
Sharpe Ratio
1.15
1.15
0
0.5
1
2
2
Sortino Ratio
3.49
3.49
0
1
2
4
4
Jensen's Alpha
16.86
16.86
-2
0
2
17
17
Omega Ratio
1.74
1.74
0
1
1.5
2.5
2.5
Treynor Ratio
2.99
2.99
0
0.75
1.25
3
3
Information Ratio
0.65
0.65
0
0.3
0.6
1
1
Calmar Ratio
2.97
2.97
0
0.3
0.6
3
3
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
24.9
High:
NVDA
46.1NVDALow:
STLAM.MI
5.06STLAM.MIDetails
PEG Ratio
52.11
High:
ITUB
186.71ITUBLow:
ENGI.PA
13.07ENGI.PADetails
Price/Book
6.7
High:NVDA
41.81NVDALow:STLAM.MI
0.33STLAM.MIDetails
Price/Sales
5.29
High:NVDA
25.65NVDALow:STLAM.MI
0.17STLAM.MIDetails
Price/CF
19.47
High:NVDA
54.98NVDALow:
ACA.PA
0.96ACA.PADetails
Price/FCF
41.78
High:
CVX
131.92CVXLow:ACA.PA
0.99ACA.PADetails
P/E Ratio
24.9
High:NVDA
46.1NVDALow:STLAM.MI
5.06STLAM.MIDetails
PEG Ratio
52.11
High:ITUB
186.71ITUBLow:ENGI.PA
13.07ENGI.PADetails
Price/Book
6.7
High:NVDA
41.81NVDALow:STLAM.MI
0.33STLAM.MIDetails
Price/Sales
5.29
High:NVDA
25.65NVDALow:STLAM.MI
0.17STLAM.MIDetails
Price/CF
19.47
High:NVDA
54.98NVDALow:ACA.PA
0.96ACA.PADetails
Price/FCF
41.78
High:CVX
131.92CVXLow:ACA.PA
0.99ACA.PADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-9.37% | Feb 2025 | May 2025 | 3 |
-3.72% | Apr 2024 | May 2024 | 1 |
-1.95% | Jul 2024 | Sep 2024 | 2 |
-1.63% | Dec 2024 | Jan 2025 | 1 |
-0.61% | Apr 2023 | May 2023 | 1 |
-0.15% | Oct 2024 | Nov 2024 | 1 |