Loading...
+0.15%
This Month
+13.21%
Year To Date
+13.02%
2 Years
+13.02%
5 Years
+13.02%
10 Years
+10.29%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading99.88%
- 💰 Finance0.09%
- 🪙 Cryptocurrencies0.02%
- 💵 Cash0%
- 🛍️ Retail Trade0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq30.19%
- 🇺🇸 NYSE28.88%
- 🌍 Digital Currency14.23%
- 🇬🇧 LSE5.77%
- 🇫🇷 Euronext Paris3.41%
- 🇮🇹 Borsa Italiana3.19%
- 🇸🇪 Stockholm Stock Exchange1.16%
- 🇳🇱 Euronext Amsterdam1.08%
- 🇨🇭 SIX0.94%
- 🇳🇴 Oslo Stock Exchange0.86%
- 🇩🇪 FRA0.81%
- 🇺🇸 Chicago Board Options Exchange0.74%
- 🇩🇪 Xetra ETFs0.41%
- Regular Trading Hours - RTH0.12%
- 🇭🇰 Hong Kong Exchanges0.07%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States49.34%
- 🇬🇧 United Kingdom7.15%
- 🇫🇷 France3.42%
- 🇮🇹 Italy3.16%
- 🇳🇱 Netherlands1.47%
- 🇫🇮 Finland1.1%
- 🇧🇷 Brazil0.99%
- 🇨🇭 Switzerland0.97%
- 🇨🇳 China0.95%
- 🇳🇴 Norway0.86%
- 🇩🇪 Germany0.81%
- 🇹🇼 Taiwan0.76%
- 🇮🇪 Ireland0.64%
- 🇭🇰 Hong Kong0.51%
- 🇨🇦 Canada0.28%
- 🇮🇱 Israel0.11%
- 🇰🇾 Cayman Islands0.1%
- 🇸🇪 Sweden0.06%
Dividends
Dividend Yield
1.25%
12 out of 15 instruments pay dividend.
8 dividend payments in the next 30 days.
Highest Dividend: triangulacapital (5.29%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 triangulacapital | 0.71% | 5.29% | - |
 DividendGrowth | 0.24% | 2.58% | - |
 thomaspj | 0.14% | 0.77% | - |
 defense_investor | 0.05% | 0.51% | - |
 Matteospaggiari | 0.03% | 0.71% | - |
 BigTech | 0.03% | 0.31% | - |
 Tomtomtomas | 0.02% | 0.18% | - |
 RudolfDeLeeuw | 0.01% | 0.33% | - |
 Jancarradek | 0.01% | 0.31% | - |
 victorgoyvaerts | 0% | 0.02% | - |
 misterg23 | 0% | 0.01% | - |
 ITUB | -0.01% | -6.11% | $-0.15 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 KWEB (RudolfDeLeeuw) | Pay Day | Dec 18, 2025 | $0.00 |
 SMH (RudolfDeLeeuw) | Pay Day | Dec 24, 2025 | $0.00 |
 GS (thomaspj) | Pay Day | Dec 30, 2025 | $4.00 |
GS (RudolfDeLeeuw) | Pay Day | Dec 30, 2025 | $4.00 |
 ASHR (RudolfDeLeeuw) | Pay Day | Dec 30, 2025 | $0.00 |
 LMT (DividendGrowth) | Pay Day | Dec 30, 2025 | $3.45 |
 TSM (defense_investor) | Pay Day | Jan 8, 2026 | $0.84 |
TSM (BigTech) | Pay Day | Jan 8, 2026 | $0.84 |
Performance Metrics
Score 2.3/10
Beta
2.01
2.01
0
0.8
1.2
0
3
Sharpe Ratio
0.25
0.25
0
0.5
1
1.5
1.5
Sortino Ratio
0.35
0.35
0
1
2
3
3
Jensen's Alpha
-18.06
-18.06
-19
0
2
4.5
4.5
Omega Ratio
0.86
0.86
0
1
1.5
2.5
2.5
Treynor Ratio
0.36
0.36
0
0.75
1.25
2
2
Information Ratio
-0.18
-0.18
-1
0.3
0.6
1
1
Calmar Ratio
0.21
0.21
0
0.3
0.6
1
1
Beta
2.01
2.01
0
0.8
1.2
0
3
Sharpe Ratio
0.25
0.25
0
0.5
1
1.5
1.5
Sortino Ratio
0.35
0.35
0
1
2
3
3
Jensen's Alpha
-18.06
-18.06
-19
0
2
4.5
4.5
Omega Ratio
0.86
0.86
0
1
1.5
2.5
2.5
Treynor Ratio
0.36
0.36
0
0.75
1.25
2
2
Information Ratio
-0.18
-0.18
-1
0.3
0.6
1
1
Calmar Ratio
0.21
0.21
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
10.1
High:
ITUB
10.1ITUBLow:ITUB
10.1ITUBDetails
PEG Ratio
296.28
High:ITUB
296.28ITUBLow:ITUB
296.28ITUBDetails
Price/Book
1.95
High:ITUB
1.95ITUBLow:ITUB
1.95ITUBDetails
Price/Sales
1.07
High:ITUB
1.07ITUBLow:ITUB
1.07ITUBDetails
Price/CF
3.83
High:ITUB
3.83ITUBLow:ITUB
3.83ITUBDetails
Price/FCF
5.12
High:ITUB
5.12ITUBLow:ITUB
5.12ITUBDetails
P/E Ratio
10.1
High:ITUB
10.1ITUBLow:ITUB
10.1ITUBDetails
PEG Ratio
296.28
High:ITUB
296.28ITUBLow:ITUB
296.28ITUBDetails
Price/Book
1.95
High:ITUB
1.95ITUBLow:ITUB
1.95ITUBDetails
Price/Sales
1.07
High:ITUB
1.07ITUBLow:ITUB
1.07ITUBDetails
Price/CF
3.83
High:ITUB
3.83ITUBLow:ITUB
3.83ITUBDetails
Price/FCF
5.12
High:ITUB
5.12ITUBLow:ITUB
5.12ITUBDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-33.4% | Apr 2024 | - | 21 |