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-0.37%
Today
+5.26%
This Month
+11.13%
Year To Date
+43.84%
2 Years
+73.11%
5 Years
+9.74%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading63.23%
- 🪙 Cryptocurrencies16.21%
- 📊 ETFs7.11%
- 🧩 Miscellaneous0.76%
- 💰 Finance0.65%
- 🖥️ Technology Services0.45%
- 💵 Cash0.41%
- 💻 Electronic Technology0.35%
- 💇♀️ Consumer Services0.2%
- 🧬 Health Technology0.17%
- 🛍️ Retail Trade0.15%
- 💼 Commercial Services0.08%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE23.87%
- 🇺🇸 Nasdaq21.74%
- 🌍 Digital Currency17.19%
- 🇫🇷 Euronext Paris5.66%
- 🇬🇧 LSE3.22%
- 🇩🇪 FRA2.53%
- 🇩🇪 Xetra ETFs2.53%
- 🇪🇸 Bolsa De Madrid1.77%
- 🇳🇱 Euronext Amsterdam1.58%
- 🇮🇹 Borsa Italiana1.4%
- 🇭🇰 Hong Kong Exchanges0.76%
- 🇨🇭 SIX0.75%
- 🌍 FX0.46%
- 🇸🇪 Stockholm Stock Exchange0.37%
- 🇩🇰 Copenhagen Stock Exchange0.31%
- 🇳🇴 Oslo Stock Exchange0.28%
- 🇺🇸 Chicago Board Options Exchange0.24%
- 🌍 Commodity0.11%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States30.46%
- 🇫🇷 France5.66%
- 🇬🇧 United Kingdom4.14%
- 🇳🇱 Netherlands2.87%
- 🇩🇪 Germany2.53%
- 🇨🇳 China1.4%
- 🇮🇱 Israel1.22%
- 🇨🇦 Canada1.21%
- 🇨🇭 Switzerland0.97%
- 🇪🇸 Spain0.87%
- 🇱🇺 Luxembourg0.74%
- 🇮🇹 Italy0.66%
- 🇫🇮 Finland0.54%
- 🇬🇷 Greece0.51%
- 🇩🇰 Denmark0.36%
- 🇺🇾 Uruguay0.33%
- 🇧🇷 Brazil0.32%
- 🇹🇼 Taiwan0.31%
- 🇳🇴 Norway0.28%
- 🇧🇲 Bermuda0.26%
- 🇦🇷 Argentina0.23%
- 🇰🇾 Cayman Islands0.16%
- 🇯🇵 Japan0.14%
- 🇹🇷 Türkiye0.08%
- 🇭🇰 Hong Kong0.04%
Dividends
Dividend Yield
1.21%
30 out of 66 instruments pay dividend.
23 dividend payments in the next 30 days.
Highest Dividend: triangulacapital (4.68%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 triangulacapital | 0.23% | 4.68% | - |
 YieldKing | 0.23% | 3.92% | - |
 DayByDayEquities | 0.2% | 2.43% | - |
 FundManagerZech | 0.15% | 4% | - |
 Pepecnf | 0.05% | 1.49% | - |
 SCHD | 0.04% | 3.97% | - |
 VidovM | 0.04% | 0.57% | - |
 ALTIA-Investment | 0.04% | 0.71% | - |
 ValueGurus | 0.04% | 0.75% | - |
 VOO | 0.04% | 1.29% | - |
 StanleyDruck13F | 0.03% | 0.46% | - |
 thomaspj | 0.02% | 0.66% | - |
 VTI | 0.02% | 1.29% | - |
 CM | 0.01% | 3.76% | $2.6 |
 GiuseppeLasorsa | 0.01% | 0.25% | - |
 QQQ | 0.01% | 0.58% | - |
 VTV | 0.01% | 2.29% | - |
 C | 0% | 2.46% | $2.12 |
 NOVO-B.CO | 0% | 2.76% | $9.4 |
 Miyoshi | 0% | 0.11% | - |
 TFC | 0% | 4.65% | $2.08 |
 NOK | 0% | 2.15% | $0.1 |
 QFIN | 0% | 3.05% | $1.06 |
 MSFT | 0% | 0.65% | $3 |
 HCKT | 0% | 1.98% | $0.44 |
 RCL | 0% | 0.71% | - |
 9988.HK | 0% | 0.88% | $0.98 |
 SMT.L | 0% | 0.33% | $0.03 |
 RHM.DE | 0% | 0.45% | $5.7 |
 MU | 0% | 0.41% | $0.46 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 DIS (VidovM) | Pay Day | Jul 23, 2025 | $0.50 |
 LAND.L (triangulacapital) | Pay Day | Jul 25, 2025 | $0.16 |
 GE (thomaspj) | Pay Day | Jul 25, 2025 | $0.36 |
CM | Pay Day | Jul 28, 2025 | $0.70 |
 ASML.NV (ALTIA-Investment) | Ex-Dividend | Jul 28, 2025 | $1.87 |
 ASML (GiuseppeLasorsa) | Ex-Dividend | Jul 29, 2025 | $1.86 |
ASML (Pepecnf) | Ex-Dividend | Jul 29, 2025 | $1.86 |
 CVGW (FundManagerZech) | Pay Day | Jul 30, 2025 | $0.20 |
 IBE.MC (DayByDayEquities) | Pay Day | Jul 30, 2025 | $0.46 |
 0390.HK (FundManagerZech) | Pay Day | Jul 31, 2025 | $0.02 |
 AGNC (YieldKing) | Ex-Dividend | Jul 31, 2025 | $0.12 |
 JPM (Pepecnf) | Pay Day | Jul 31, 2025 | $1.40 |
 DAL (StanleyDruck13F) | Ex-Dividend | Jul 31, 2025 | $0.19 |
 KMI (StanleyDruck13F) | Ex-Dividend | Jul 31, 2025 | $0.29 |
JPM (thomaspj) | Pay Day | Jul 31, 2025 | $1.40 |
 COST (ALTIA-Investment) | Ex-Dividend | Aug 1, 2025 | $1.30 |
 FCX (StanleyDruck13F) | Pay Day | Aug 1, 2025 | $0.15 |
C | Ex-Dividend | Aug 4, 2025 | $0.60 |
C (thomaspj) | Ex-Dividend | Aug 4, 2025 | $0.60 |
ASML.NV (ALTIA-Investment) | Pay Day | Aug 6, 2025 | $1.87 |
ASML (GiuseppeLasorsa) | Pay Day | Aug 6, 2025 | $1.86 |
ASML (Pepecnf) | Pay Day | Aug 6, 2025 | $1.86 |
 EQT (StanleyDruck13F) | Ex-Dividend | Aug 6, 2025 | $0.16 |
 AXP (Pepecnf) | Pay Day | Aug 8, 2025 | $0.82 |
 MA (ValueGurus) | Pay Day | Aug 8, 2025 | $0.76 |
AXP (thomaspj) | Pay Day | Aug 8, 2025 | $0.82 |
AGNC (YieldKing) | Pay Day | Aug 11, 2025 | $0.12 |
 WAB (StanleyDruck13F) | Ex-Dividend | Aug 14, 2025 | $0.25 |
COST (ALTIA-Investment) | Pay Day | Aug 15, 2025 | $1.30 |
 JBL (ALTIA-Investment) | Ex-Dividend | Aug 15, 2025 | $0.08 |
 1800.HK (FundManagerZech) | Pay Day | Aug 15, 2025 | $0.02 |
 1186.HK (FundManagerZech) | Pay Day | Aug 15, 2025 | $0.04 |
 LLY (StanleyDruck13F) | Ex-Dividend | Aug 15, 2025 | $1.50 |
KMI (StanleyDruck13F) | Pay Day | Aug 15, 2025 | $0.29 |
 GEV (ALTIA-Investment) | Pay Day | Aug 18, 2025 | $0.25 |
MSFT | Ex-Dividend | Aug 21, 2025 | $0.83 |
MSFT (YieldKing) | Ex-Dividend | Aug 21, 2025 | $0.83 |
MSFT (GiuseppeLasorsa) | Ex-Dividend | Aug 21, 2025 | $0.83 |
MSFT (Pepecnf) | Ex-Dividend | Aug 21, 2025 | $0.83 |
 BAB.L (Pepecnf) | Ex-Dividend | Aug 21, 2025 | $0.06 |
DAL (StanleyDruck13F) | Pay Day | Aug 21, 2025 | $0.19 |
MSFT (thomaspj) | Ex-Dividend | Aug 21, 2025 | $0.83 |
C | Pay Day | Aug 22, 2025 | $0.60 |
C (thomaspj) | Pay Day | Aug 22, 2025 | $0.60 |
 JNJ (YieldKing) | Ex-Dividend | Aug 26, 2025 | $1.30 |
 GLEN.L (YieldKing) | Ex-Dividend | Aug 28, 2025 | $0.05 |
 CURY.L (Pepecnf) | Ex-Dividend | Aug 28, 2025 | $0.02 |
WAB (StanleyDruck13F) | Pay Day | Aug 28, 2025 | $0.25 |
 IBKR (ValueGurus) | Ex-Dividend | Aug 29, 2025 | $0.08 |
 GS (thomaspj) | Ex-Dividend | Aug 29, 2025 | $4.00 |
EQT (StanleyDruck13F) | Pay Day | Sep 2, 2025 | $0.16 |
JBL (ALTIA-Investment) | Pay Day | Sep 3, 2025 | $0.08 |
JNJ (YieldKing) | Pay Day | Sep 9, 2025 | $1.30 |
 ELV (ValueGurus) | Ex-Dividend | Sep 10, 2025 | $1.71 |
LLY (StanleyDruck13F) | Pay Day | Sep 10, 2025 | $1.50 |
MSFT | Pay Day | Sep 11, 2025 | $0.83 |
MSFT (YieldKing) | Pay Day | Sep 11, 2025 | $0.83 |
MSFT (GiuseppeLasorsa) | Pay Day | Sep 11, 2025 | $0.83 |
MSFT (Pepecnf) | Pay Day | Sep 11, 2025 | $0.83 |
MSFT (thomaspj) | Pay Day | Sep 11, 2025 | $0.83 |
IBKR (ValueGurus) | Pay Day | Sep 12, 2025 | $0.08 |
 KO (Pepecnf) | Ex-Dividend | Sep 15, 2025 | $0.51 |
 TSM (StanleyDruck13F) | Ex-Dividend | Sep 16, 2025 | $0.82 |
GLEN.L (YieldKing) | Pay Day | Sep 19, 2025 | $0.05 |
ELV (ValueGurus) | Pay Day | Sep 25, 2025 | $1.71 |
CURY.L (Pepecnf) | Pay Day | Sep 26, 2025 | $0.02 |
GS (thomaspj) | Pay Day | Sep 29, 2025 | $4.00 |
BAB.L (Pepecnf) | Pay Day | Sep 30, 2025 | $0.06 |
KO (Pepecnf) | Pay Day | Oct 1, 2025 | $0.51 |
 BATS.L (YieldKing) | Ex-Dividend | Oct 2, 2025 | $0.76 |
TSM (StanleyDruck13F) | Pay Day | Oct 9, 2025 | $0.82 |
BATS.L (YieldKing) | Pay Day | Nov 7, 2025 | $0.76 |
Performance Metrics
Score 3.7/10
Beta
0.91
0.91
0
0.8
1.2
0
2
Sharpe Ratio
0.41
0.41
0
0.5
1
1.5
1.5
Sortino Ratio
0.64
0.64
0
1
2
3
3
Jensen's Alpha
-2.36
-2.36
-3
0
2
4.5
4.5
Omega Ratio
0.81
0.81
0
1
1.5
2.5
2.5
Treynor Ratio
0.74
0.74
0
0.75
1.25
2
2
Information Ratio
-0.28
-0.28
-1
0.3
0.6
1
1
Calmar Ratio
0.26
0.26
0
0.3
0.6
1
1
Beta
0.91
0.91
0
0.8
1.2
0
2
Sharpe Ratio
0.41
0.41
0
0.5
1
1.5
1.5
Sortino Ratio
0.64
0.64
0
1
2
3
3
Jensen's Alpha
-2.36
-2.36
-3
0
2
4.5
4.5
Omega Ratio
0.81
0.81
0
1
1.5
2.5
2.5
Treynor Ratio
0.74
0.74
0
0.75
1.25
2
2
Information Ratio
-0.28
-0.28
-1
0.3
0.6
1
1
Calmar Ratio
0.26
0.26
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
32.72
High:
RHM.DE
104.79RHM.DELow:
HEPS
-20.79HEPSDetails
PEG Ratio
108.04
High:
MSFT
325.9MSFTLow:
TFC
3.72TFCDetails
Price/Book
6.9
High:RHM.DE
17.93RHM.DELow:
C
0.87CDetails
Price/Sales
7.99
High:
MSTR
238.05MSTRLow:HEPS
0.5HEPSDetails
Price/CF
19.1
High:MSTR
7,511.07MSTRLow:
QFIN
4.54QFINDetails
Price/FCF
51.53
High:MSTR
1,187.5MSTRLow:HEPS
9.72HEPSDetails
P/E Ratio
32.72
High:RHM.DE
104.79RHM.DELow:HEPS
-20.79HEPSDetails
PEG Ratio
108.04
High:MSFT
325.9MSFTLow:TFC
3.72TFCDetails
Price/Book
6.9
High:RHM.DE
17.93RHM.DELow:C
0.87CDetails
Price/Sales
7.99
High:MSTR
238.05MSTRLow:HEPS
0.5HEPSDetails
Price/CF
19.1
High:MSTR
7,511.07MSTRLow:QFIN
4.54QFINDetails
Price/FCF
51.53
High:MSTR
1,187.5MSTRLow:HEPS
9.72HEPSDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-35.14% | Nov 2021 | Nov 2024 | 36 |
-27.33% | Jul 2019 | Nov 2020 | 16 |
-11.43% | Feb 2025 | Jun 2025 | 4 |
-6.12% | Sep 2021 | Oct 2021 | 1 |
-4.22% | May 2021 | Aug 2021 | 3 |
-3.53% | Dec 2018 | Jan 2019 | 1 |
-3.46% | Dec 2024 | Jan 2025 | 1 |
-0.04% | May 2019 | Jun 2019 | 1 |