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-0.53%
Today
+12.1%
This Month
+5.31%
Year To Date
+5.14%
2 Years
+5.14%
5 Years
+7.81%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading96.47%
- 💰 Finance0.15%
- 🪙 Cryptocurrencies0.06%
- 💵 Cash0.03%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE21.73%
- 🇺🇸 Nasdaq20.08%
- 🌍 Digital Currency15.27%
- 🇬🇧 LSE4.92%
- 🇫🇷 Euronext Paris4.79%
- 🇳🇴 Oslo Stock Exchange2.76%
- 🇳🇱 Euronext Amsterdam2.72%
- 🇮🇹 Borsa Italiana2.5%
- 🇸🇪 Stockholm Stock Exchange1.72%
- 🇩🇰 Copenhagen Stock Exchange1.67%
- 🇩🇪 Xetra ETFs1.46%
- 🇺🇸 Chicago Board Options Exchange1.09%
- 🇩🇪 FRA0.9%
- 🇪🇸 Bolsa De Madrid0.86%
- 🇭🇰 Hong Kong Exchanges0.11%
- 🇨🇭 SIX0.1%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States29.41%
- 🇬🇧 United Kingdom8.77%
- 🇫🇷 France4.81%
- 🇳🇱 Netherlands3.12%
- 🇮🇹 Italy2.23%
- 🇳🇴 Norway1.92%
- 🇫🇮 Finland1.55%
- 🇩🇰 Denmark1.53%
- 🇧🇷 Brazil1.45%
- 🇩🇪 Germany0.9%
- 🇪🇸 Spain0.86%
- 🇨🇳 China0.84%
- 🇧🇲 Bermuda0.46%
- 🇸🇬 Singapore0.38%
- 🇸🇪 Sweden0.17%
- 🇮🇪 Ireland0.17%
- 🇨🇦 Canada0.13%
- 🇨🇭 Switzerland0.1%
- 🇮🇱 Israel0.02%
Dividends
Dividend Yield
2.15%
10 out of 13 instruments pay dividend.
23 dividend payments in the next 30 days.
Highest Dividend: addeprod (14.06%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 triangulacapital | 0.91% | 4.45% | - |
 addeprod | 0.91% | 14.06% | - |
 RudolfDeLeeuw | 0.09% | 1.31% | - |
 Matteospaggiari | 0.08% | 1.14% | - |
 thomaspj | 0.07% | 0.91% | - |
 defense_investor | 0.05% | 0.65% | - |
 Tomtomtomas | 0.02% | 0.23% | - |
 Jancarradek | 0.02% | 0.22% | - |
 misterg23 | 0.01% | 0.1% | - |
 ITUB | -0.01% | -4.79% | $-0.15 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 IQQL.DE (RudolfDeLeeuw) | Pay Day | May 29, 2025 | $0.41 |
 GS (thomaspj) | Ex-Dividend | May 30, 2025 | $3.00 |
 EPR (addeprod) | Ex-Dividend | May 30, 2025 | $0.30 |
 OBDC (addeprod) | Ex-Dividend | May 30, 2025 | $0.01 |
GS (RudolfDeLeeuw) | Ex-Dividend | May 30, 2025 | $3.00 |
 V (Jancarradek) | Pay Day | Jun 2, 2025 | $0.59 |
 MCD (Tomtomtomas) | Ex-Dividend | Jun 2, 2025 | $1.77 |
V (thomaspj) | Pay Day | Jun 2, 2025 | $0.59 |
 O (addeprod) | Ex-Dividend | Jun 2, 2025 | $0.27 |
V (misterg23) | Pay Day | Jun 2, 2025 | $0.59 |
 GAIN (addeprod) | Ex-Dividend | Jun 4, 2025 | $0.54 |
 BLK (RudolfDeLeeuw) | Ex-Dividend | Jun 5, 2025 | $5.21 |
 MAIN (addeprod) | Ex-Dividend | Jun 6, 2025 | $0.25 |
 GOOG (defense_investor) | Ex-Dividend | Jun 9, 2025 | $0.21 |
 GOOGL (Matteospaggiari) | Ex-Dividend | Jun 9, 2025 | $0.21 |
 MSFT (Jancarradek) | Pay Day | Jun 12, 2025 | $0.83 |
 BABA (Jancarradek) | Ex-Dividend | Jun 12, 2025 | $0.95 |
 AMAT (Jancarradek) | Pay Day | Jun 12, 2025 | $0.46 |
BABA (Tomtomtomas) | Ex-Dividend | Jun 12, 2025 | $0.95 |
 LAND.L (triangulacapital) | Ex-Dividend | Jun 12, 2025 | $0.16 |
MSFT (thomaspj) | Pay Day | Jun 12, 2025 | $0.83 |
MSFT (defense_investor) | Pay Day | Jun 12, 2025 | $0.83 |
MSFT (addeprod) | Pay Day | Jun 12, 2025 | $0.83 |
 BWLPG.OL (addeprod) | Pay Day | Jun 12, 2025 | $0.28 |
BABA (Matteospaggiari) | Ex-Dividend | Jun 12, 2025 | $0.95 |
O (addeprod) | Pay Day | Jun 13, 2025 | $0.27 |
MAIN (addeprod) | Pay Day | Jun 13, 2025 | $0.25 |
 ARCC (addeprod) | Ex-Dividend | Jun 13, 2025 | $0.48 |
OBDC (addeprod) | Pay Day | Jun 13, 2025 | $0.01 |
GAIN (addeprod) | Pay Day | Jun 13, 2025 | $0.54 |
 KO (Matteospaggiari) | Ex-Dividend | Jun 13, 2025 | $0.51 |
MCD (Tomtomtomas) | Pay Day | Jun 16, 2025 | $1.77 |
GOOG (defense_investor) | Pay Day | Jun 16, 2025 | $0.21 |
EPR (addeprod) | Pay Day | Jun 16, 2025 | $0.30 |
GOOGL (Matteospaggiari) | Pay Day | Jun 16, 2025 | $0.21 |
 FSK (addeprod) | Ex-Dividend | Jun 18, 2025 | $0.70 |
 HSBC (triangulacapital) | Pay Day | Jun 20, 2025 | $0.50 |
 MPCC.OL (addeprod) | Ex-Dividend | Jun 20, 2025 | $0.08 |
BLK (RudolfDeLeeuw) | Pay Day | Jun 23, 2025 | $5.21 |
 DIS (Tomtomtomas) | Ex-Dividend | Jun 24, 2025 | $0.50 |
GS (thomaspj) | Pay Day | Jun 27, 2025 | $3.00 |
MPCC.OL (addeprod) | Pay Day | Jun 27, 2025 | $0.08 |
GS (RudolfDeLeeuw) | Pay Day | Jun 27, 2025 | $3.00 |
ARCC (addeprod) | Pay Day | Jun 30, 2025 | $0.48 |
KO (Matteospaggiari) | Pay Day | Jul 1, 2025 | $0.51 |
FSK (addeprod) | Pay Day | Jul 2, 2025 | $0.70 |
 JPM (thomaspj) | Ex-Dividend | Jul 3, 2025 | $1.40 |
JPM (RudolfDeLeeuw) | Ex-Dividend | Jul 3, 2025 | $1.40 |
BABA (Jancarradek) | Pay Day | Jul 10, 2025 | $0.95 |
BABA (Tomtomtomas) | Pay Day | Jul 10, 2025 | $0.95 |
BABA (Matteospaggiari) | Pay Day | Jul 10, 2025 | $0.95 |
DIS (Tomtomtomas) | Pay Day | Jul 23, 2025 | $0.50 |
LAND.L (triangulacapital) | Pay Day | Jul 25, 2025 | $0.16 |
JPM (thomaspj) | Pay Day | Jul 31, 2025 | $1.40 |
JPM (RudolfDeLeeuw) | Pay Day | Jul 31, 2025 | $1.40 |
 ENB (addeprod) | Ex-Dividend | Aug 15, 2025 | $0.68 |
ENB (addeprod) | Pay Day | Sep 1, 2025 | $0.68 |
 KWEB (RudolfDeLeeuw) | Pay Day | Dec 18, 2025 | $1.02 |
 FXI (RudolfDeLeeuw) | Pay Day | Dec 20, 2025 | $0.45 |
 MCHI (RudolfDeLeeuw) | Pay Day | Dec 20, 2025 | $0.89 |
 SMH (RudolfDeLeeuw) | Pay Day | Dec 24, 2025 | $1.07 |
 ASHR (RudolfDeLeeuw) | Pay Day | Dec 30, 2025 | $0.00 |
Performance Metrics
Score 1.6/10
Beta
2.13
2.13
0
0.8
1.2
0
3
Sharpe Ratio
-0.04
-0.04
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.06
-0.06
-1
1
2
3
3
Jensen's Alpha
-9.07
-9.07
-10
0
2
4.5
4.5
Omega Ratio
0.89
0.89
0
1
1.5
2.5
2.5
Treynor Ratio
-0.06
-0.06
-1
0.75
1.25
2
2
Information Ratio
-0.15
-0.15
-1
0.3
0.6
1
1
Calmar Ratio
-0.16
-0.16
-1
0.3
0.6
1
1
Beta
2.13
2.13
0
0.8
1.2
0
3
Sharpe Ratio
-0.04
-0.04
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.06
-0.06
-1
1
2
3
3
Jensen's Alpha
-9.07
-9.07
-10
0
2
4.5
4.5
Omega Ratio
0.89
0.89
0
1
1.5
2.5
2.5
Treynor Ratio
-0.06
-0.06
-1
0.75
1.25
2
2
Information Ratio
-0.15
-0.15
-1
0.3
0.6
1
1
Calmar Ratio
-0.16
-0.16
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
9.58
High:
ITUB
9.58ITUBLow:ITUB
9.58ITUBDetails
PEG Ratio
186.71
High:ITUB
186.71ITUBLow:ITUB
186.71ITUBDetails
Price/Book
2.07
High:ITUB
2.07ITUBLow:ITUB
2.07ITUBDetails
Price/Sales
1.06
High:ITUB
1.06ITUBLow:ITUB
1.06ITUBDetails
Price/CF
2.38
High:ITUB
2.38ITUBLow:ITUB
2.38ITUBDetails
Price/FCF
2.95
High:ITUB
2.95ITUBLow:ITUB
2.95ITUBDetails
P/E Ratio
9.58
High:ITUB
9.58ITUBLow:ITUB
9.58ITUBDetails
PEG Ratio
186.71
High:ITUB
186.71ITUBLow:ITUB
186.71ITUBDetails
Price/Book
2.07
High:ITUB
2.07ITUBLow:ITUB
2.07ITUBDetails
Price/Sales
1.06
High:ITUB
1.06ITUBLow:ITUB
1.06ITUBDetails
Price/CF
2.38
High:ITUB
2.38ITUBLow:ITUB
2.38ITUBDetails
Price/FCF
2.95
High:ITUB
2.95ITUBLow:ITUB
2.95ITUBDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-33.4% | Apr 2024 | - | 14 |