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+0.23%
Today
+2.01%
This Month
+3.58%
Year To Date
+38.52%
2 Years
+76.2%
5 Years
+8.71%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading72.49%
- 🪙 Cryptocurrencies12.37%
- 📊 ETFs1.97%
- 💵 Cash1.09%
- 💰 Finance0.77%
- 🧩 Miscellaneous0.71%
- 🧬 Health Technology0.31%
- 🖥️ Technology Services0.29%
- 💼 Commercial Services0.18%
- 🛍️ Retail Trade0.16%
- 💻 Electronic Technology0.1%
- 🚚 Transportation0.09%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE23.25%
- 🇺🇸 Nasdaq22.32%
- 🌍 Digital Currency13.35%
- 🇫🇷 Euronext Paris7.21%
- 🇩🇪 FRA3.2%
- 🇬🇧 LSE3.14%
- 🇩🇪 Xetra ETFs2.66%
- 🇪🇸 Bolsa De Madrid2.65%
- 🇳🇱 Euronext Amsterdam1.47%
- 🇮🇹 Borsa Italiana1.38%
- 🇭🇰 Hong Kong Exchanges1.21%
- 🇩🇰 Copenhagen Stock Exchange0.86%
- 🇨🇭 SIX0.5%
- 🇸🇪 Stockholm Stock Exchange0.33%
- 🌍 FX0.29%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States33.75%
- 🇫🇷 France7.21%
- 🇬🇧 United Kingdom3.76%
- 🇩🇪 Germany3.2%
- 🇳🇱 Netherlands3.16%
- 🇨🇳 China1.94%
- 🇮🇱 Israel1.7%
- 🇪🇸 Spain1.51%
- 🇨🇦 Canada1.2%
- 🇩🇰 Denmark0.93%
- 🇱🇺 Luxembourg0.91%
- 🇬🇷 Greece0.78%
- 🇨🇭 Switzerland0.73%
- 🇺🇾 Uruguay0.67%
- 🇮🇹 Italy0.64%
- 🇧🇲 Bermuda0.44%
- 🇹🇼 Taiwan0.33%
- 🇫🇮 Finland0.33%
- 🇦🇷 Argentina0.33%
- 🇧🇷 Brazil0.27%
- 🇸🇬 Singapore0.23%
- 🇰🇾 Cayman Islands0.19%
- 🇯🇵 Japan0.17%
- 🇭🇰 Hong Kong0.12%
- 🇹🇷 Türkiye0.08%
Dividends
Dividend Yield
1.24%
26 out of 65 instruments pay dividend.
52 dividend payments in the next 30 days.
Highest Dividend: $TFC (5.12%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 YieldKing | 0.29% | 4.09% | - |
 DayByDayEquities | 0.26% | 2.39% | - |
 triangulacapital | 0.19% | 4.43% | - |
 FundManagerZech | 0.16% | 2.79% | - |
 Pepecnf | 0.06% | 1.53% | - |
 ALTIA-Investment | 0.05% | 0.88% | - |
 StanleyDruck13F | 0.05% | 0.56% | - |
 ValueGurus | 0.04% | 0.73% | - |
 VidovM | 0.04% | 0.54% | - |
 KXI | 0.02% | 2.26% | - |
 MobilePayments | 0.02% | 0.5% | - |
 BMO | 0.01% | 4.25% | $4.4 |
 GiuseppeLasorsa | 0.01% | 0.18% | - |
 NOVO-B.CO | 0.01% | 2.32% | $9.4 |
 Miyoshi | 0.01% | 0.15% | - |
 CM | 0% | 4.01% | $2.6 |
 TFC | 0% | 5.12% | $2.08 |
 HCKT | 0% | 1.84% | $0.44 |
 RY | 0% | 3.29% | $4.03 |
 PNC | 0% | 3.58% | $6.2 |
 QFIN | 0% | 3.03% | $1.06 |
 C | 0% | 2.86% | $2.12 |
 9988.HK | 0% | 0.89% | $0.98 |
 MSFT | 0% | 0.69% | $3 |
 RHM.DE | 0% | 0.45% | $5.7 |
 SMT.L | 0% | 0.35% | $0.03 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 GOOGL (ALTIA-Investment) | Ex-Dividend | Jun 9, 2025 | $0.21 |
 0386.HK (FundManagerZech) | Ex-Dividend | Jun 9, 2025 | $0.02 |
 GOOG (YieldKing) | Ex-Dividend | Jun 9, 2025 | $0.21 |
 PAYC (VidovM) | Pay Day | Jun 9, 2025 | $0.38 |
GOOGL (VidovM) | Ex-Dividend | Jun 9, 2025 | $0.21 |
GOOG (ValueGurus) | Ex-Dividend | Jun 9, 2025 | $0.21 |
GOOG (Miyoshi) | Ex-Dividend | Jun 9, 2025 | $0.21 |
 JOE (FundManagerZech) | Ex-Dividend | Jun 10, 2025 | $0.14 |
 JNJ (YieldKing) | Pay Day | Jun 10, 2025 | $1.30 |
 AGNC (YieldKing) | Pay Day | Jun 10, 2025 | $0.12 |
 GLNG (Pepecnf) | Pay Day | Jun 10, 2025 | $0.25 |
 ELV (ValueGurus) | Ex-Dividend | Jun 10, 2025 | $1.71 |
 LLY (StanleyDruck13F) | Pay Day | Jun 10, 2025 | $1.50 |
 WAB (StanleyDruck13F) | Pay Day | Jun 10, 2025 | $0.25 |
9988.HK | Ex-Dividend | Jun 11, 2025 | $0.25 |
 NVDA (ALTIA-Investment) | Ex-Dividend | Jun 11, 2025 | $0.01 |
9988.HK (FundManagerZech) | Ex-Dividend | Jun 11, 2025 | $0.25 |
NVDA (GiuseppeLasorsa) | Ex-Dividend | Jun 11, 2025 | $0.01 |
NVDA (Miyoshi) | Ex-Dividend | Jun 11, 2025 | $0.01 |
MSFT | Pay Day | Jun 12, 2025 | $0.83 |
MSFT (ALTIA-Investment) | Pay Day | Jun 12, 2025 | $0.83 |
 JXN (FundManagerZech) | Ex-Dividend | Jun 12, 2025 | $0.80 |
 INSW (FundManagerZech) | Ex-Dividend | Jun 12, 2025 | $0.60 |
MSFT (YieldKing) | Pay Day | Jun 12, 2025 | $0.83 |
MSFT (GiuseppeLasorsa) | Pay Day | Jun 12, 2025 | $0.83 |
MSFT (Pepecnf) | Pay Day | Jun 12, 2025 | $0.83 |
 BABA (Pepecnf) | Ex-Dividend | Jun 12, 2025 | $0.95 |
 00001.HK (Pepecnf) | Pay Day | Jun 12, 2025 | $0.20 |
BABA (ValueGurus) | Ex-Dividend | Jun 12, 2025 | $0.95 |
 TSM (StanleyDruck13F) | Ex-Dividend | Jun 12, 2025 | $0.68 |
 LAND.L (triangulacapital) | Ex-Dividend | Jun 12, 2025 | $0.16 |
 KO (Pepecnf) | Ex-Dividend | Jun 13, 2025 | $0.51 |
 IBKR (ValueGurus) | Pay Day | Jun 13, 2025 | $0.32 |
 GPN (MobilePayments) | Ex-Dividend | Jun 13, 2025 | $0.25 |
 BFH (MobilePayments) | Pay Day | Jun 13, 2025 | $0.21 |
 META (ALTIA-Investment) | Ex-Dividend | Jun 16, 2025 | $0.52 |
GOOGL (ALTIA-Investment) | Pay Day | Jun 16, 2025 | $0.21 |
GOOG (YieldKing) | Pay Day | Jun 16, 2025 | $0.21 |
META (YieldKing) | Ex-Dividend | Jun 16, 2025 | $0.52 |
 UNH (YieldKing) | Ex-Dividend | Jun 16, 2025 | $2.21 |
 EL (YieldKing) | Pay Day | Jun 16, 2025 | $0.35 |
META (VidovM) | Ex-Dividend | Jun 16, 2025 | $0.52 |
GOOGL (VidovM) | Pay Day | Jun 16, 2025 | $0.21 |
META (Pepecnf) | Ex-Dividend | Jun 16, 2025 | $0.52 |
GOOG (ValueGurus) | Pay Day | Jun 16, 2025 | $0.21 |
META (ValueGurus) | Ex-Dividend | Jun 16, 2025 | $0.52 |
 TECK (StanleyDruck13F) | Ex-Dividend | Jun 16, 2025 | $0.09 |
 WU (MobilePayments) | Ex-Dividend | Jun 16, 2025 | $0.24 |
GOOG (Miyoshi) | Pay Day | Jun 16, 2025 | $0.21 |
 VST (ALTIA-Investment) | Ex-Dividend | Jun 18, 2025 | $0.22 |
 EQIX (GiuseppeLasorsa) | Pay Day | Jun 18, 2025 | $4.69 |
 LRCX (Pepecnf) | Ex-Dividend | Jun 18, 2025 | $0.23 |
 CRM (ValueGurus) | Ex-Dividend | Jun 18, 2025 | $0.42 |
HCKT | Ex-Dividend | Jun 20, 2025 | $0.12 |
 1800.HK (FundManagerZech) | Ex-Dividend | Jun 20, 2025 | $0.02 |
 SBLK (FundManagerZech) | Pay Day | Jun 20, 2025 | $0.05 |
 HSBC (triangulacapital) | Pay Day | Jun 20, 2025 | $0.50 |
 LDO.MI (ALTIA-Investment) | Ex-Dividend | Jun 23, 2025 | $0.56 |
 CINF (ALTIA-Investment) | Ex-Dividend | Jun 23, 2025 | $0.87 |
 SHEL (YieldKing) | Pay Day | Jun 23, 2025 | $0.72 |
 BLK (YieldKing) | Pay Day | Jun 23, 2025 | $5.21 |
UNH (YieldKing) | Pay Day | Jun 24, 2025 | $2.21 |
 DIS (VidovM) | Ex-Dividend | Jun 24, 2025 | $0.50 |
LDO.MI (ALTIA-Investment) | Pay Day | Jun 25, 2025 | $0.56 |
ELV (ValueGurus) | Pay Day | Jun 25, 2025 | $1.71 |
 IS04.DE (Miyoshi) | Pay Day | Jun 25, 2025 | $0.07 |
META (ALTIA-Investment) | Pay Day | Jun 26, 2025 | $0.52 |
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 |
META (YieldKing) | Pay Day | Jun 26, 2025 | $0.52 |
 BATS.L (YieldKing) | Ex-Dividend | Jun 26, 2025 | $0.76 |
META (VidovM) | Pay Day | Jun 26, 2025 | $0.52 |
META (Pepecnf) | Pay Day | Jun 26, 2025 | $0.52 |
META (ValueGurus) | Pay Day | Jun 26, 2025 | $0.52 |
CM | Ex-Dividend | Jun 27, 2025 | $0.70 |
0386.HK (FundManagerZech) | Pay Day | Jun 27, 2025 | $0.02 |
 BAC (Pepecnf) | Pay Day | Jun 27, 2025 | $0.26 |
GPN (MobilePayments) | Pay Day | Jun 27, 2025 | $0.25 |
 BKNG (ALTIA-Investment) | Pay Day | Jun 30, 2025 | $9.60 |
VST (ALTIA-Investment) | Pay Day | Jun 30, 2025 | $0.22 |
 3323.HK (FundManagerZech) | Pay Day | Jun 30, 2025 | $0.02 |
TECK (StanleyDruck13F) | Pay Day | Jun 30, 2025 | $0.09 |
WU (MobilePayments) | Pay Day | Jun 30, 2025 | $0.24 |
KO (Pepecnf) | Pay Day | Jul 1, 2025 | $0.51 |
9988.HK | Pay Day | Jul 3, 2025 | $0.25 |
NVDA (ALTIA-Investment) | Pay Day | Jul 3, 2025 | $0.01 |
9988.HK (FundManagerZech) | Pay Day | Jul 3, 2025 | $0.25 |
NVDA (GiuseppeLasorsa) | Pay Day | Jul 3, 2025 | $0.01 |
 JPM (Pepecnf) | Ex-Dividend | Jul 3, 2025 | $1.40 |
NVDA (Miyoshi) | Pay Day | Jul 3, 2025 | $0.01 |
 IBE.MC (DayByDayEquities) | Ex-Dividend | Jul 4, 2025 | $0.46 |
HCKT | Pay Day | Jul 7, 2025 | $0.12 |
 PLUS.L (YieldKing) | Pay Day | Jul 9, 2025 | $0.40 |
LRCX (Pepecnf) | Pay Day | Jul 9, 2025 | $0.23 |
BABA (Pepecnf) | Pay Day | Jul 10, 2025 | $0.95 |
BABA (ValueGurus) | Pay Day | Jul 10, 2025 | $0.95 |
CRM (ValueGurus) | Pay Day | Jul 10, 2025 | $0.42 |
TSM (StanleyDruck13F) | Pay Day | Jul 10, 2025 | $0.68 |
CINF (ALTIA-Investment) | Pay Day | Jul 15, 2025 | $0.87 |
DIS (VidovM) | Pay Day | Jul 23, 2025 | $0.50 |
RY | Ex-Dividend | Jul 24, 2025 | $1.11 |
LAND.L (triangulacapital) | Pay Day | Jul 25, 2025 | $0.16 |
CM | Pay Day | Jul 28, 2025 | $0.70 |
BMO | Ex-Dividend | Jul 30, 2025 | $1.18 |
IBE.MC (DayByDayEquities) | Pay Day | Jul 30, 2025 | $0.46 |
JPM (Pepecnf) | Pay Day | Jul 31, 2025 | $1.40 |
BATS.L (YieldKing) | Pay Day | Aug 1, 2025 | $0.76 |
1800.HK (FundManagerZech) | Pay Day | Aug 15, 2025 | $0.02 |
RY | Pay Day | Aug 22, 2025 | $1.11 |
BMO | Pay Day | Aug 26, 2025 | $1.18 |
 GLEN.L (YieldKing) | Ex-Dividend | Aug 28, 2025 | $0.05 |
GLEN.L (YieldKing) | Pay Day | Sep 19, 2025 | $0.05 |
KXI | Pay Day | Dec 20, 2025 | $0.86 |
Performance Metrics
Score 3.6/10
Beta
0.92
0.92
0
0.8
1.2
0
2
Sharpe Ratio
0.38
0.38
0
0.5
1
1.5
1.5
Sortino Ratio
0.6
0.6
0
1
2
3
3
Jensen's Alpha
-2.31
-2.31
-3
0
2
4.5
4.5
Omega Ratio
0.82
0.82
0
1
1.5
2.5
2.5
Treynor Ratio
0.7
0.7
0
0.75
1.25
2
2
Information Ratio
-0.27
-0.27
-1
0.3
0.6
1
1
Calmar Ratio
0.24
0.24
0
0.3
0.6
1
1
Beta
0.92
0.92
0
0.8
1.2
0
2
Sharpe Ratio
0.38
0.38
0
0.5
1
1.5
1.5
Sortino Ratio
0.6
0.6
0
1
2
3
3
Jensen's Alpha
-2.31
-2.31
-3
0
2
4.5
4.5
Omega Ratio
0.82
0.82
0
1
1.5
2.5
2.5
Treynor Ratio
0.7
0.7
0
0.75
1.25
2
2
Information Ratio
-0.27
-0.27
-1
0.3
0.6
1
1
Calmar Ratio
0.24
0.24
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
24.86
High:
RHM.DE
103.24RHM.DELow:
HEPS
-20.79HEPSDetails
PEG Ratio
88.58
High:
MSFT
300.52MSFTLow:
UBER
1.97UBERDetails
Price/Book
5.23
High:RHM.DE
17.67RHM.DELow:
C
0.75CDetails
Price/Sales
5.4
High:MSFT
13MSFTLow:HEPS
0.51HEPSDetails
Price/CF
16.16
High:
RY
60.27RYLow:
BMO
3.1BMODetails
Price/FCF
32.62
High:MSFT
61.05MSFTLow:BMO
3.98BMODetails
P/E Ratio
24.86
High:RHM.DE
103.24RHM.DELow:HEPS
-20.79HEPSDetails
PEG Ratio
88.58
High:MSFT
300.52MSFTLow:UBER
1.97UBERDetails
Price/Book
5.23
High:RHM.DE
17.67RHM.DELow:C
0.75CDetails
Price/Sales
5.4
High:MSFT
13MSFTLow:HEPS
0.51HEPSDetails
Price/CF
16.16
High:RY
60.27RYLow:BMO
3.1BMODetails
Price/FCF
32.62
High:MSFT
61.05MSFTLow:BMO
3.98BMODetails
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 | - | 5 |
-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 |