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-3.14%
This Month
+10.51%
Year To Date
+48.1%
2 Years
+113.53%
5 Years
+113.53%
10 Years
+22.42%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading54.53%
- 💵 Cash19.03%
- 🖥️ Technology Services9.97%
- 💰 Finance6%
- 💻 Electronic Technology5.5%
- 💇♀️ Consumer Services2.77%
- ⛏️ Energy Minerals1.83%
- 🚗 Consumer Durables1.45%
- 🏥 Health Services1.42%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq35.03%
- 🇺🇸 NYSE29.88%
- 🇬🇧 LSE5.16%
- 🇩🇪 FRA2.8%
- 🇫🇷 Euronext Paris2.64%
- 🇳🇴 Oslo Stock Exchange0.99%
- 🇨🇭 SIX0.8%
- 🇪🇸 Bolsa De Madrid0.76%
- 🇮🇹 Borsa Italiana0.67%
- 🇳🇱 Euronext Amsterdam0.44%
- 🇵🇹 Euronext Lisbon0.28%
- 🇭🇰 Hong Kong Exchanges0.26%
- 🇸🇪 Stockholm Stock Exchange0.22%
- 🇩🇰 Copenhagen Stock Exchange0.21%
- 🇧🇪 Euronext Brussels0.19%
- 🇦🇪 Dubai Financial Market0.12%
- 🇺🇸 Chicago Board Options Exchange0.1%
- 🌍 Commodity0.08%
- 🌍 CFD0.07%
- 🌍 FX0.05%
- 🇫🇮 Helsinki Stock Exchange0.05%
- Regular Trading Hours - RTH0.04%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States50.98%
- 🇬🇧 United Kingdom4.56%
- 🇩🇪 Germany2.76%
- 🇫🇷 France2.6%
- 🇹🇼 Taiwan2.52%
- 🇨🇦 Canada1.77%
- 🇧🇷 Brazil1.72%
- 🇸🇪 Sweden1.49%
- 🇳🇱 Netherlands1.01%
- 🇳🇴 Norway0.99%
- 🇪🇸 Spain0.9%
- 🇨🇭 Switzerland0.8%
- 🇰🇷 South Korea0.76%
- 🇨🇳 China0.68%
- 🇮🇹 Italy0.67%
- 🇮🇪 Ireland0.59%
- 🇮🇱 Israel0.46%
- 🇩🇰 Denmark0.45%
- 🇺🇾 Uruguay0.3%
- 🇵🇹 Portugal0.28%
- 🇧🇪 Belgium0.19%
- 🇦🇪 United Arab Emirates0.13%
- 🇬🇷 Greece0.09%
- 🇫🇮 Finland0.05%
- 🇱🇺 Luxembourg0.04%
- 🇰🇾 Cayman Islands0.04%
- 🇦🇹 Austria0.04%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
1.03%
20 out of 27 instruments pay dividend.
56 dividend payments in the next 30 days.
Highest Dividend: $COLD (6.15%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 triangulacapital | 0.21% | 3.75% | - |
 Drcmart | 0.19% | 2.27% | - |
 thomaspj | 0.15% | 2.05% | - |
 COLD | 0.07% | 6.15% | $0.88 |
 JeppeKirkBonde | 0.07% | 0.87% | - |
 Michalhla | 0.06% | 0.81% | - |
 COP | 0.05% | 2.76% | $3.25 |
 onk342 | 0.05% | 0.63% | - |
 UNH | 0.03% | 2.25% | $7.74 |
 RCL | 0.03% | 1.72% | - |
 Four-Horsemen | 0.02% | 0.35% | - |
 DIS | 0.01% | 1.51% | $0.75 |
 ORCL | 0.01% | 0.86% | $1.6 |
 LoicInv | 0.01% | 0.47% | - |
 AVGO | 0.01% | 0.62% | $19.7 |
 V | 0.01% | 0.81% | $2.01 |
 IBKR | 0.01% | 0.38% | - |
 META | 0.01% | 0.34% | $1 |
 NVDA | 0% | 0.13% | $0.02 |
 MU | 0% | 0.05% | $0.46 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 GOOGL (Four-Horsemen) | Ex-Dividend | Jun 8, 2026 | $0.22 |
 GOOG (Drcmart) | Ex-Dividend | Jun 8, 2026 | $0.22 |
GOOGL (JeppeKirkBonde) | Ex-Dividend | Jun 8, 2026 | $0.22 |
GOOGL (onk342) | Ex-Dividend | Jun 8, 2026 | $0.22 |
 CNI (Drcmart) | Ex-Dividend | Jun 9, 2026 | $0.67 |
 CVX.US (Drcmart) | Pay Day | Jun 10, 2026 | $1.78 |
 XOM (Drcmart) | Pay Day | Jun 10, 2026 | $1.03 |
 ADM (Drcmart) | Pay Day | Jun 10, 2026 | $0.52 |
 SW (Drcmart) | Pay Day | Jun 10, 2026 | $0.45 |
 BAH (onk342) | Ex-Dividend | Jun 10, 2026 | $0.59 |
 MSFT (Four-Horsemen) | Pay Day | Jun 11, 2026 | $0.91 |
MSFT (Drcmart) | Pay Day | Jun 11, 2026 | $0.91 |
 RTX (Drcmart) | Pay Day | Jun 11, 2026 | $0.73 |
 BABA (Drcmart) | Ex-Dividend | Jun 11, 2026 | $1.05 |
 00285.HK (Drcmart) | Ex-Dividend | Jun 11, 2026 | $0.02 |
 TSM (Drcmart) | 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 (onk342) | Pay Day | Jun 11, 2026 | $0.91 |
TSM (onk342) | Ex-Dividend | Jun 11, 2026 | $0.95 |
BABA (Michalhla) | Ex-Dividend | Jun 11, 2026 | $1.05 |
TSM (Michalhla) | Ex-Dividend | Jun 11, 2026 | $0.95 |
IBKR | Pay Day | Jun 12, 2026 | $0.09 |
 RRC (JeppeKirkBonde) | Ex-Dividend | Jun 12, 2026 | $0.10 |
 RKT.L (triangulacapital) | Pay Day | Jun 12, 2026 | $1.70 |
META | Ex-Dividend | Jun 15, 2026 | $0.53 |
GOOGL (Four-Horsemen) | Pay Day | Jun 15, 2026 | $0.22 |
GOOG (Drcmart) | Pay Day | Jun 15, 2026 | $0.22 |
META (Drcmart) | Ex-Dividend | Jun 15, 2026 | $0.53 |
 MO (Drcmart) | Ex-Dividend | Jun 15, 2026 | $1.06 |
 B (Drcmart) | Pay Day | Jun 15, 2026 | $0.17 |
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 |
META (onk342) | Ex-Dividend | Jun 15, 2026 | $0.53 |
LDOS (onk342) | Ex-Dividend | Jun 15, 2026 | $0.43 |
GOOGL (onk342) | Pay Day | Jun 15, 2026 | $0.22 |
 NOC (Drcmart) | Pay Day | Jun 17, 2026 | $2.47 |
NOC (JeppeKirkBonde) | Pay Day | Jun 17, 2026 | $2.47 |
NOC (onk342) | Pay Day | Jun 17, 2026 | $2.47 |
 WM (Drcmart) | Pay Day | Jun 18, 2026 | $0.94 |
 D (JeppeKirkBonde) | Pay Day | Jun 20, 2026 | $0.67 |
 VST (JeppeKirkBonde) | Ex-Dividend | Jun 22, 2026 | $0.23 |
 LDO.MI (onk342) | Ex-Dividend | Jun 22, 2026 | $0.74 |
 NEM (LoicInv) | Pay Day | Jun 22, 2026 | $0.26 |
 BLK (Drcmart) | Pay Day | Jun 23, 2026 | $5.73 |
 HAL (Drcmart) | Pay Day | Jun 24, 2026 | $0.17 |
LDO.MI (onk342) | Pay Day | Jun 24, 2026 | $0.74 |
META | Pay Day | Jun 25, 2026 | $0.53 |
META (Drcmart) | Pay Day | Jun 25, 2026 | $0.53 |
META (JeppeKirkBonde) | Pay Day | Jun 25, 2026 | $0.53 |
META (onk342) | Pay Day | Jun 25, 2026 | $0.53 |
 PYPL (Michalhla) | Pay Day | Jun 25, 2026 | $0.14 |
 QCOM (Michalhla) | Pay Day | Jun 25, 2026 | $0.92 |
NVDA | Pay Day | Jun 26, 2026 | $0.25 |
NVDA (Four-Horsemen) | Pay Day | Jun 26, 2026 | $0.25 |
 BAC (thomaspj) | Pay Day | Jun 26, 2026 | $0.28 |
 BP.L (thomaspj) | Pay Day | Jun 26, 2026 | $0.08 |
 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 |
 UL.US (triangulacapital) | Pay Day | Jun 26, 2026 | $0.55 |
LMT (onk342) | Pay Day | Jun 26, 2026 | $3.45 |
BAH (onk342) | Pay Day | Jun 26, 2026 | $0.59 |
NVDA (Michalhla) | Pay Day | Jun 26, 2026 | $0.25 |
 GS (thomaspj) | Pay Day | Jun 29, 2026 | $4.50 |
 SHEL.L (thomaspj) | Pay Day | Jun 29, 2026 | $0.39 |
GS (JeppeKirkBonde) | Pay Day | Jun 29, 2026 | $4.50 |
 SHEL (triangulacapital) | Pay Day | Jun 29, 2026 | $0.78 |
DIS | Ex-Dividend | Jun 30, 2026 | $0.75 |
COLD | Ex-Dividend | Jun 30, 2026 | $0.23 |
 TTE.PA (thomaspj) | Ex-Dividend | Jun 30, 2026 | $1.01 |
 3323.HK (Drcmart) | Pay Day | Jun 30, 2026 | $0.02 |
CNI (Drcmart) | Pay Day | Jun 30, 2026 | $0.67 |
 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 |
 NTR (triangulacapital) | Ex-Dividend | Jun 30, 2026 | $0.55 |
LDOS (onk342) | Pay Day | Jun 30, 2026 | $0.43 |
RCL | Pay Day | Jul 2, 2026 | $1.50 |
TTE.PA (thomaspj) | Pay Day | Jul 2, 2026 | $1.01 |
 GRI.L (triangulacapital) | Pay Day | Jul 3, 2026 | $0.04 |
 JPM (thomaspj) | Ex-Dividend | Jul 6, 2026 | $1.50 |
JPM (JeppeKirkBonde) | Ex-Dividend | Jul 6, 2026 | $1.50 |
 IDR.MC (onk342) | Ex-Dividend | Jul 7, 2026 | $0.35 |
 BATS.L (Drcmart) | Ex-Dividend | Jul 9, 2026 | $0.83 |
TSM (Drcmart) | Pay Day | Jul 9, 2026 | $0.95 |
TSM (JeppeKirkBonde) | Pay Day | Jul 9, 2026 | $0.95 |
IDR.MC (onk342) | Pay Day | Jul 9, 2026 | $0.35 |
TSM (onk342) | Pay Day | Jul 9, 2026 | $0.95 |
TSM (Michalhla) | Pay Day | Jul 9, 2026 | $0.95 |
MO (Drcmart) | Pay Day | Jul 10, 2026 | $1.06 |
RL (JeppeKirkBonde) | Pay Day | Jul 10, 2026 | $1.00 |
BABA (Drcmart) | Pay Day | Jul 13, 2026 | $1.05 |
BABA (Michalhla) | Pay Day | Jul 13, 2026 | $1.05 |
COLD | Pay Day | Jul 15, 2026 | $0.23 |
HST (JeppeKirkBonde) | Pay Day | Jul 15, 2026 | $0.20 |
NTR (triangulacapital) | Pay Day | Jul 17, 2026 | $0.55 |
DIS | Pay Day | Jul 22, 2026 | $0.75 |
 RI.PA (triangulacapital) | Ex-Dividend | Jul 22, 2026 | $2.77 |
 SSE.L (Drcmart) | Ex-Dividend | Jul 23, 2026 | $0.63 |
RI.PA (triangulacapital) | Pay Day | Jul 24, 2026 | $2.77 |
JPM (thomaspj) | Pay Day | Jul 31, 2026 | $1.50 |
00285.HK (Drcmart) | Pay Day | Jul 31, 2026 | $0.02 |
JPM (JeppeKirkBonde) | Pay Day | Jul 31, 2026 | $1.50 |
 EQNR.OL (thomaspj) | Ex-Dividend | Aug 13, 2026 | $0.39 |
BATS.L (Drcmart) | Pay Day | Aug 14, 2026 | $0.83 |
EQNR.OL (thomaspj) | Pay Day | Aug 27, 2026 | $0.39 |
SSE.L (Drcmart) | Pay Day | Sep 17, 2026 | $0.63 |
Performance Metrics
Score 6.9/10
Beta
0.87
0.87
0
0.8
1.2
0
2
Sharpe Ratio
1.09
1.09
0
0.5
1
2
2
Sortino Ratio
2.08
2.08
0
1
2
3
3
Jensen's Alpha
2.14
2.14
-2
0
2
4.5
4.5
Omega Ratio
0.99
0.99
0
1
1.5
2.5
2.5
Treynor Ratio
1.59
1.59
0
0.75
1.25
2
2
Information Ratio
-0.01
-0.01
-1
0.3
0.6
1
1
Calmar Ratio
1.87
1.87
0
0.3
0.6
2
2
Beta
0.87
0.87
0
0.8
1.2
0
2
Sharpe Ratio
1.09
1.09
0
0.5
1
2
2
Sortino Ratio
2.08
2.08
0
1
2
3
3
Jensen's Alpha
2.14
2.14
-2
0
2
4.5
4.5
Omega Ratio
0.99
0.99
0
1
1.5
2.5
2.5
Treynor Ratio
1.59
1.59
0
0.75
1.25
2
2
Information Ratio
-0.01
-0.01
-1
0.3
0.6
1
1
Calmar Ratio
1.87
1.87
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
35.15
High:
TSLA
382.29TSLALow:
CRWD
-3,814.8CRWDDetails
PEG Ratio
-412.37
High:META
376.16METALow:CRWD
-5,187.17CRWDDetails
Price/Book
10.04
High:CRWD
39.5CRWDLow:
THRY
0.75THRYDetails
Price/Sales
9.31
High:CRWD
36.4CRWDLow:THRY
0.22THRYDetails
Price/CF
24.74
High:TSLA
79.58TSLALow:IBKR
0.84IBKRDetails
Price/FCF
43.6
High:ORCL
348.36ORCLLow:IBKR
0.84IBKRDetails
P/E Ratio
35.15
High:TSLA
382.29TSLALow:CRWD
-3,814.8CRWDDetails
PEG Ratio
-412.37
High:META
376.16METALow:CRWD
-5,187.17CRWDDetails
Price/Book
10.04
High:CRWD
39.5CRWDLow:THRY
0.75THRYDetails
Price/Sales
9.31
High:CRWD
36.4CRWDLow:THRY
0.22THRYDetails
Price/CF
24.74
High:TSLA
79.58TSLALow:IBKR
0.84IBKRDetails
Price/FCF
43.6
High:ORCL
348.36ORCLLow:IBKR
0.84IBKRDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-8.88% | Nov 2022 | Jan 2023 | 2 |
-7.99% | Feb 2025 | May 2025 | 3 |
-7.97% | Aug 2023 | Dec 2023 | 4 |
-6.65% | Feb 2026 | Apr 2026 | 2 |
-3.14% | Jun 2026 | - | 1 |
-2.73% | Feb 2023 | Mar 2023 | 1 |
-1.72% | Nov 2025 | Dec 2025 | 1 |
-1.12% | Jul 2024 | Aug 2024 | 1 |
-0.77% | Dec 2024 | Jan 2025 | 1 |
-0.69% | Apr 2024 | May 2024 | 1 |
-0.31% | Jul 2025 | Aug 2025 | 1 |
-0.08% | Apr 2023 | May 2023 | 1 |