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+1.03%
Today
+10.55%
This Month
-0.43%
Year To Date
+20.5%
2 Years
+41.29%
5 Years
+20.75%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading61.73%
- 🪙 Cryptocurrencies25.72%
- 📊 ETFs5.65%
- 🧬 Health Technology2.14%
- 🖥️ Technology Services2.14%
- 💻 Electronic Technology1.79%
- 🍞 Consumer Non Durables0.92%
- 🚗 Consumer Durables0.35%
- 💵 Cash0.01%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency32.54%
- 🇺🇸 Nasdaq31.86%
- 🇺🇸 NYSE26.21%
- 🇬🇧 LSE4.14%
- 🇩🇪 FRA0.9%
- 🇫🇷 Euronext Paris0.66%
- 🇩🇪 Xetra ETFs0.59%
- 🇭🇰 Hong Kong Exchanges0.52%
- 🇮🇹 Borsa Italiana0.28%
- 🇳🇱 Euronext Amsterdam0.2%
- 🇨🇭 SIX0.2%
- 🇺🇸 Chicago Board Options Exchange0.18%
- 🇳🇴 Oslo Stock Exchange0.12%
- 🇪🇸 Bolsa De Madrid0.12%
- 🇩🇰 Copenhagen Stock Exchange0.11%
- 🇸🇪 Stockholm Stock Exchange0.11%
- 🌍 FX0.06%
- 🌍 Commodity0.04%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States42.07%
- 🇬🇧 United Kingdom3.51%
- 🇩🇪 Germany1.57%
- 🇨🇳 China1.41%
- 🇨🇦 Canada1.38%
- 🇱🇺 Luxembourg0.78%
- 🇪🇸 Spain0.74%
- 🇫🇷 France0.66%
- 🇹🇼 Taiwan0.56%
- 🇮🇪 Ireland0.46%
- 🇳🇱 Netherlands0.31%
- 🇩🇰 Denmark0.3%
- 🇮🇹 Italy0.28%
- 🇸🇬 Singapore0.27%
- 🇨🇭 Switzerland0.23%
- 🇬🇷 Greece0.21%
- 🇳🇴 Norway0.12%
- 🇫🇮 Finland0.11%
- 🇯🇵 Japan0.1%
- 🇧🇷 Brazil0.1%
- 🇧🇲 Bermuda0.09%
- 🇺🇾 Uruguay0.05%
- 🇮🇱 Israel0.02%
- 🇰🇾 Cayman Islands0.02%
- 🇿🇦 South Africa0.01%
Dividends
Dividend Yield
0.62%
23 out of 67 instruments pay dividend.
37 dividend payments in the next 30 days.
Highest Dividend: $PFE (6.99%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 Momentum-LS | 0.13% | 0.59% | - |
 DividendGrowth | 0.11% | 2.55% | - |
 triangulacapital | 0.07% | 4.68% | - |
 FundManagerZech | 0.06% | 4.03% | - |
 QQQ | 0.03% | 0.58% | - |
 PFE | 0.03% | 6.99% | $1.66 |
 F | 0.02% | 6.72% | $0.78 |
 The-Chameleon | 0.02% | 0.44% | - |
 InTheGame | 0.02% | 0.39% | - |
 BigTech | 0.01% | 0.33% | - |
 Allemann_Raoul | 0.01% | 1.08% | - |
 jaynemesis | 0.01% | 0.79% | - |
 CPHequities | 0.01% | 0.77% | - |
 LLY | 0.01% | 0.75% | $4.86 |
 thomaspj | 0.01% | 0.7% | - |
 QCOM | 0.01% | 2.22% | $3.25 |
 AI-Revolution | 0.01% | 0.22% | - |
 defense_investor | 0.01% | 0.57% | - |
 ABBV | 0.01% | 3.42% | $6.06 |
 BEI.DE | 0.01% | 0.93% | $1 |
 MC.PA | 0.01% | 2.76% | $13 |
 GOOG | 0% | 0.44% | $0.2 |
 steveli1029 | 0% | 0.12% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 CARR (jaynemesis) | Ex-Dividend | Jul 21, 2025 | $0.22 |
 GEV (Momentum-LS) | Ex-Dividend | Jul 21, 2025 | $0.25 |
 MKC (DividendGrowth) | Pay Day | Jul 21, 2025 | $0.45 |
 MU (InTheGame) | Pay Day | Jul 22, 2025 | $0.12 |
MU (AI-Revolution) | Pay Day | Jul 22, 2025 | $0.12 |
MU (BigTech) | Pay Day | Jul 22, 2025 | $0.12 |
MU (CPHequities) | Pay Day | Jul 22, 2025 | $0.12 |
 NTAP (Momentum-LS) | Pay Day | Jul 23, 2025 | $0.52 |
 LOW (DividendGrowth) | Ex-Dividend | Jul 23, 2025 | $1.20 |
 ORCL (BigTech) | Pay Day | Jul 24, 2025 | $0.50 |
 SSD (Momentum-LS) | Pay Day | Jul 24, 2025 | $0.29 |
PFE | Ex-Dividend | Jul 25, 2025 | $0.43 |
 GE (AI-Revolution) | Pay Day | Jul 25, 2025 | $0.36 |
GE (thomaspj) | Pay Day | Jul 25, 2025 | $0.36 |
 LAND.L (triangulacapital) | Pay Day | Jul 25, 2025 | $0.16 |
 SYY (DividendGrowth) | Pay Day | Jul 25, 2025 | $0.54 |
 01211.HK (jaynemesis) | Pay Day | Jul 29, 2025 | $0.55 |
 ASML (BigTech) | Ex-Dividend | Jul 29, 2025 | $1.86 |
 CVGW (FundManagerZech) | Pay Day | Jul 30, 2025 | $0.20 |
 IBE.MC (jaynemesis) | Pay Day | Jul 30, 2025 | $0.46 |
 0390.HK (FundManagerZech) | Pay Day | Jul 31, 2025 | $0.02 |
 JPM (thomaspj) | Pay Day | Jul 31, 2025 | $1.40 |
 EIX (DividendGrowth) | Pay Day | Jul 31, 2025 | $0.83 |
 TXN (DividendGrowth) | Ex-Dividend | Jul 31, 2025 | $1.36 |
 COST (jaynemesis) | Ex-Dividend | Aug 1, 2025 | $1.30 |
 T (Momentum-LS) | Pay Day | Aug 1, 2025 | $0.28 |
 CASY (DividendGrowth) | Ex-Dividend | Aug 1, 2025 | $0.57 |
 C (thomaspj) | Ex-Dividend | Aug 4, 2025 | $0.60 |
C (defense_investor) | Ex-Dividend | Aug 4, 2025 | $0.60 |
ASML (BigTech) | Pay Day | Aug 6, 2025 | $1.86 |
LOW (DividendGrowth) | Pay Day | Aug 6, 2025 | $1.20 |
 AXP (thomaspj) | Pay Day | Aug 8, 2025 | $0.82 |
CARR (jaynemesis) | Pay Day | Aug 8, 2025 | $0.22 |
 MA (CPHequities) | Pay Day | Aug 8, 2025 | $0.76 |
 LNG (CPHequities) | Ex-Dividend | Aug 8, 2025 | $0.50 |
AXP (defense_investor) | Pay Day | Aug 8, 2025 | $0.82 |
 GD (DividendGrowth) | Pay Day | Aug 8, 2025 | $1.50 |
TXN (DividendGrowth) | Pay Day | Aug 12, 2025 | $1.36 |
 TGT (DividendGrowth) | Ex-Dividend | Aug 13, 2025 | $1.14 |
 WAB (jaynemesis) | Ex-Dividend | Aug 14, 2025 | $0.25 |
ABBV | Pay Day | Aug 15, 2025 | $1.64 |
LLY | Ex-Dividend | Aug 15, 2025 | $1.50 |
 ACN (AI-Revolution) | Pay Day | Aug 15, 2025 | $1.48 |
 1800.HK (FundManagerZech) | Pay Day | Aug 15, 2025 | $0.02 |
 1186.HK (FundManagerZech) | Pay Day | Aug 15, 2025 | $0.04 |
COST (jaynemesis) | Pay Day | Aug 15, 2025 | $1.30 |
 RTX (defense_investor) | Ex-Dividend | Aug 15, 2025 | $0.68 |
LLY (Momentum-LS) | Ex-Dividend | Aug 15, 2025 | $1.50 |
 ENB (Momentum-LS) | Ex-Dividend | Aug 15, 2025 | $0.68 |
 PG (DividendGrowth) | Pay Day | Aug 15, 2025 | $1.06 |
 CL (DividendGrowth) | Pay Day | Aug 15, 2025 | $0.52 |
 SHW (DividendGrowth) | Ex-Dividend | Aug 15, 2025 | $0.79 |
CASY (DividendGrowth) | Pay Day | Aug 15, 2025 | $0.57 |
LNG (CPHequities) | Pay Day | Aug 18, 2025 | $0.50 |
GEV (Momentum-LS) | Pay Day | Aug 18, 2025 | $0.25 |
 MSFT (InTheGame) | Ex-Dividend | Aug 21, 2025 | $0.83 |
MSFT (AI-Revolution) | Ex-Dividend | Aug 21, 2025 | $0.83 |
MSFT (thomaspj) | Ex-Dividend | Aug 21, 2025 | $0.83 |
MSFT (jaynemesis) | Ex-Dividend | Aug 21, 2025 | $0.83 |
MSFT (BigTech) | Ex-Dividend | Aug 21, 2025 | $0.83 |
 AMAT (BigTech) | Ex-Dividend | Aug 21, 2025 | $0.46 |
MSFT (CPHequities) | Ex-Dividend | Aug 21, 2025 | $0.83 |
MSFT (defense_investor) | Ex-Dividend | Aug 21, 2025 | $0.83 |
MSFT (DividendGrowth) | Ex-Dividend | Aug 21, 2025 | $0.83 |
C (thomaspj) | Pay Day | Aug 22, 2025 | $0.60 |
C (defense_investor) | Pay Day | Aug 22, 2025 | $0.60 |
 JNJ (DividendGrowth) | Ex-Dividend | Aug 26, 2025 | $1.30 |
 SPGI (DividendGrowth) | Ex-Dividend | Aug 26, 2025 | $0.96 |
WAB (jaynemesis) | Pay Day | Aug 28, 2025 | $0.25 |
 GS (thomaspj) | Ex-Dividend | Aug 29, 2025 | $4.00 |
 IBKR (Momentum-LS) | Ex-Dividend | Aug 29, 2025 | $0.08 |
 CBT (Momentum-LS) | Ex-Dividend | Aug 29, 2025 | $0.45 |
ENB (Momentum-LS) | Pay Day | Sep 1, 2025 | $0.68 |
TGT (DividendGrowth) | Pay Day | Sep 1, 2025 | $1.14 |
PFE | Pay Day | Sep 2, 2025 | $0.43 |
 AEM (Momentum-LS) | Ex-Dividend | Sep 2, 2025 | $0.40 |
 LMT (DividendGrowth) | Ex-Dividend | Sep 2, 2025 | $3.30 |
QCOM | Ex-Dividend | Sep 4, 2025 | $0.89 |
QCOM (InTheGame) | Ex-Dividend | Sep 4, 2025 | $0.89 |
QCOM (BigTech) | Ex-Dividend | Sep 4, 2025 | $0.89 |
RTX (defense_investor) | Pay Day | Sep 4, 2025 | $0.68 |
 TT (jaynemesis) | Ex-Dividend | Sep 5, 2025 | $0.94 |
SHW (DividendGrowth) | Pay Day | Sep 5, 2025 | $0.79 |
 LHX (DividendGrowth) | Ex-Dividend | Sep 5, 2025 | $1.20 |
JNJ (DividendGrowth) | Pay Day | Sep 9, 2025 | $1.30 |
LLY | Pay Day | Sep 10, 2025 | $1.50 |
LLY (Momentum-LS) | Pay Day | Sep 10, 2025 | $1.50 |
SPGI (DividendGrowth) | Pay Day | Sep 10, 2025 | $0.96 |
MSFT (InTheGame) | Pay Day | Sep 11, 2025 | $0.83 |
MSFT (AI-Revolution) | Pay Day | Sep 11, 2025 | $0.83 |
MSFT (thomaspj) | Pay Day | Sep 11, 2025 | $0.83 |
MSFT (jaynemesis) | Pay Day | Sep 11, 2025 | $0.83 |
MSFT (BigTech) | Pay Day | Sep 11, 2025 | $0.83 |
AMAT (BigTech) | Pay Day | Sep 11, 2025 | $0.46 |
MSFT (CPHequities) | Pay Day | Sep 11, 2025 | $0.83 |
MSFT (defense_investor) | Pay Day | Sep 11, 2025 | $0.83 |
CBT (Momentum-LS) | Pay Day | Sep 11, 2025 | $0.45 |
MSFT (DividendGrowth) | Pay Day | Sep 11, 2025 | $0.83 |
 GRMN (jaynemesis) | Ex-Dividend | Sep 12, 2025 | $0.90 |
IBKR (Momentum-LS) | Pay Day | Sep 12, 2025 | $0.08 |
AEM (Momentum-LS) | Pay Day | Sep 15, 2025 | $0.40 |
 KO (DividendGrowth) | Ex-Dividend | Sep 15, 2025 | $0.51 |
 TSM (InTheGame) | Ex-Dividend | Sep 16, 2025 | $0.82 |
TSM (AI-Revolution) | Ex-Dividend | Sep 16, 2025 | $0.82 |
TSM (BigTech) | Ex-Dividend | Sep 16, 2025 | $0.82 |
TSM (CPHequities) | Ex-Dividend | Sep 16, 2025 | $0.82 |
 RYN (Momentum-LS) | Ex-Dividend | Sep 16, 2025 | $0.27 |
LHX (DividendGrowth) | Pay Day | Sep 22, 2025 | $1.20 |
QCOM | Pay Day | Sep 25, 2025 | $0.89 |
QCOM (InTheGame) | Pay Day | Sep 25, 2025 | $0.89 |
QCOM (BigTech) | Pay Day | Sep 25, 2025 | $0.89 |
GRMN (jaynemesis) | Pay Day | Sep 26, 2025 | $0.90 |
LMT (DividendGrowth) | Pay Day | Sep 26, 2025 | $3.30 |
GS (thomaspj) | Pay Day | Sep 29, 2025 | $4.00 |
TT (jaynemesis) | Pay Day | Sep 30, 2025 | $0.94 |
RYN (Momentum-LS) | Pay Day | Sep 30, 2025 | $0.27 |
KO (DividendGrowth) | Pay Day | Oct 1, 2025 | $0.51 |
 APD (DividendGrowth) | Ex-Dividend | Oct 1, 2025 | $1.79 |
 BTI (Momentum-LS) | Ex-Dividend | Oct 3, 2025 | $0.75 |
TSM (InTheGame) | Pay Day | Oct 9, 2025 | $0.82 |
TSM (AI-Revolution) | Pay Day | Oct 9, 2025 | $0.82 |
TSM (BigTech) | Pay Day | Oct 9, 2025 | $0.82 |
TSM (CPHequities) | Pay Day | Oct 9, 2025 | $0.82 |
APD (DividendGrowth) | Pay Day | Nov 10, 2025 | $1.79 |
BTI (Momentum-LS) | Pay Day | Nov 13, 2025 | $0.75 |
 INDA (CPHequities) | Pay Day | Dec 20, 2025 | $0.40 |
Performance Metrics
Score 2.9/10
Beta
1.86
1.86
0
0.8
1.2
0
2
Sharpe Ratio
0.35
0.35
0
0.5
1
1.5
1.5
Sortino Ratio
0.6
0.6
0
1
2
3
3
Jensen's Alpha
-14
-14
-14
0
2
4.5
4.5
Omega Ratio
0.93
0.93
0
1
1.5
2.5
2.5
Treynor Ratio
0.53
0.53
0
0.75
1.25
2
2
Information Ratio
-0.1
-0.1
-1
0.3
0.6
1
1
Calmar Ratio
0.39
0.39
0
0.3
0.6
1
1
Beta
1.86
1.86
0
0.8
1.2
0
2
Sharpe Ratio
0.35
0.35
0
0.5
1
1.5
1.5
Sortino Ratio
0.6
0.6
0
1
2
3
3
Jensen's Alpha
-14
-14
-14
0
2
4.5
4.5
Omega Ratio
0.93
0.93
0
1
1.5
2.5
2.5
Treynor Ratio
0.53
0.53
0
0.75
1.25
2
2
Information Ratio
-0.1
-0.1
-1
0.3
0.6
1
1
Calmar Ratio
0.39
0.39
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
29.01
High:
NOW
130.78NOWLow:
IOT
-181.67IOTDetails
PEG Ratio
37.15
High:
AMD
116.24AMDLow:IOT
-315.69IOTDetails
Price/Book
7.88
High:
ABBV
235.41ABBVLow:
CRBP
0.82CRBPDetails
Price/Sales
6.53
High:NOW
17.59NOWLow:CRBP
-CRBPDetails
Price/CF
20.44
High:IOT
146.32IOTLow:
F
2.27FDetails
Price/FCF
44.51
High:
LLY
631.92LLYLow:F
6.36FDetails
P/E Ratio
29.01
High:NOW
130.78NOWLow:IOT
-181.67IOTDetails
PEG Ratio
37.15
High:AMD
116.24AMDLow:IOT
-315.69IOTDetails
Price/Book
7.88
High:ABBV
235.41ABBVLow:CRBP
0.82CRBPDetails
Price/Sales
6.53
High:NOW
17.59NOWLow:CRBP
-CRBPDetails
Price/CF
20.44
High:IOT
146.32IOTLow:F
2.27FDetails
Price/FCF
44.51
High:LLY
631.92LLYLow:F
6.36FDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-30.88% | Apr 2024 | - | 16 |
-11.85% | Aug 2023 | Nov 2023 | 3 |
-0.64% | Jan 2024 | Feb 2024 | 1 |