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-0.01%
Today
-0.43%
This Month
+21.43%
Year To Date
+28.94%
2 Years
+28.94%
5 Years
+24.34%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading85.62%
- 💵 Cash1.82%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE24.93%
- 🇬🇧 LSE14.14%
- 🇺🇸 Nasdaq10.94%
- 🇫🇷 Euronext Paris8.47%
- 🇳🇱 Euronext Amsterdam6.66%
- 🇸🇪 Stockholm Stock Exchange3.93%
- 🇪🇸 Bolsa De Madrid3.68%
- 🇮🇹 Borsa Italiana3.18%
- 🇨🇭 SIX0.95%
- 🇦🇺 Sydney0.4%
- 🇺🇸 Chicago Board Options Exchange0.37%
- 🇩🇪 FRA0.29%
- 🇭🇰 Hong Kong Exchanges0.18%
- 🇳🇴 Oslo Stock Exchange0.18%
- 🌍 Digital Currency0.15%
- 🇫🇮 Helsinki Stock Exchange0.08%
Countries Breakdown
- Country
- Total
- 🇬🇧 United Kingdom19.71%
- 🇺🇸 United States16.23%
- 🇫🇷 France8.47%
- 🇳🇱 Netherlands7.21%
- 🇩🇪 Germany3.74%
- 🇪🇸 Spain3.68%
- 🇫🇮 Finland3.24%
- 🇮🇹 Italy3.18%
- 🇨🇴 Colombia2.23%
- 🇮🇱 Israel2.05%
- 🇧🇷 Brazil1.85%
- 🇨🇭 Switzerland0.95%
- 🇹🇼 Taiwan0.84%
- 🇸🇪 Sweden0.77%
- 🇦🇺 Australia0.4%
- 🇨🇦 Canada0.33%
- 🇯🇵 Japan0.32%
- 🇳🇴 Norway0.18%
- 🇨🇳 China0.12%
- 🇱🇺 Luxembourg0.12%
- 🇰🇷 South Korea0.06%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
2.94%
4 out of 4 instruments pay dividend.
14 dividend payments in the next 30 days.
Highest Dividend: triangulacapital (4.55%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 triangulacapital | 2.24% | 4.55% | - |
 AmitKup | 0.44% | 3.93% | - |
 JeppeKirkBonde | 0.18% | 1.3% | - |
 thomaspj | 0.09% | 0.77% | - |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
 C (thomaspj) | Pay Day | Nov 22 | $0.56 |
 BBOX.L (triangulacapital) | Pay Day | Nov 27 | $0.02 |
 AGRO (JeppeKirkBonde) | Pay Day | Nov 27 | $0.17 |
 LAND.L (triangulacapital) | Ex-Dividend | Nov 28 | $0.12 |
 GOLD.BARRICK (JeppeKirkBonde) | Ex-Dividend | Nov 29 | $0.10 |
 WY (JeppeKirkBonde) | Ex-Dividend | Nov 29 | $0.20 |
 CDI.PA (JeppeKirkBonde) | Ex-Dividend | Dec 2 | $5.98 |
 EQT (JeppeKirkBonde) | Pay Day | Dec 2 | $0.16 |
 GS (JeppeKirkBonde) | Ex-Dividend | Dec 2 | $3.00 |
 LMT (JeppeKirkBonde) | Ex-Dividend | Dec 2 | $3.30 |
 MC.PA (JeppeKirkBonde) | Ex-Dividend | Dec 2 | $5.98 |
 NOC (JeppeKirkBonde) | Ex-Dividend | Dec 2 | $2.06 |
GS (thomaspj) | Ex-Dividend | Dec 2 | $3.00 |
CDI.PA (JeppeKirkBonde) | Pay Day | Dec 4 | $5.98 |
 HAS (JeppeKirkBonde) | Pay Day | Dec 4 | $0.70 |
MC.PA (JeppeKirkBonde) | Pay Day | Dec 4 | $5.98 |
 BLK (JeppeKirkBonde) | Ex-Dividend | Dec 5 | $5.10 |
 NVDA (JeppeKirkBonde) | Ex-Dividend | Dec 5 | $0.01 |
NVDA (thomaspj) | Ex-Dividend | Dec 5 | $0.01 |
 GOOGL (JeppeKirkBonde) | Ex-Dividend | Dec 9 | $0.20 |
 GOOG (thomaspj) | Ex-Dividend | Dec 9 | $0.20 |
 MSFT (JeppeKirkBonde) | Pay Day | Dec 12 | $0.83 |
 TSM (JeppeKirkBonde) | Ex-Dividend | Dec 12 | $0.62 |
MSFT (thomaspj) | Pay Day | Dec 12 | $0.83 |
WY (JeppeKirkBonde) | Pay Day | Dec 13 | $0.20 |
 WMT (thomaspj) | Ex-Dividend | Dec 13 | $0.21 |
GOLD.BARRICK (JeppeKirkBonde) | Pay Day | Dec 16 | $0.10 |
GOOGL (JeppeKirkBonde) | Pay Day | Dec 16 | $0.20 |
 LDOS (JeppeKirkBonde) | Ex-Dividend | Dec 16 | $0.40 |
GOOG (thomaspj) | Pay Day | Dec 16 | $0.20 |
NOC (JeppeKirkBonde) | Pay Day | Dec 18 | $2.06 |
BLK (JeppeKirkBonde) | Pay Day | Dec 23 | $5.10 |
LMT (JeppeKirkBonde) | Pay Day | Dec 27 | $3.30 |
NVDA (JeppeKirkBonde) | Pay Day | Dec 27 | $0.01 |
NVDA (thomaspj) | Pay Day | Dec 27 | $0.01 |
GS (JeppeKirkBonde) | Pay Day | Dec 30 | $3.00 |
GS (thomaspj) | Pay Day | Dec 30 | $3.00 |
LDOS (JeppeKirkBonde) | Pay Day | Dec 31 | $0.40 |
WMT (thomaspj) | Pay Day | Jan 6 | $0.21 |
LAND.L (triangulacapital) | Pay Day | Jan 8 | $0.12 |
TSM (JeppeKirkBonde) | Pay Day | Jan 9 | $0.62 |
Performance Metrics
Score 7.6/10
Beta
0.25
0.25
0
0.8
1.2
0
2
Sharpe Ratio
1.65
1.65
0
0.5
1
2
2
Sortino Ratio
3.68
3.68
0
1
2
4
4
Jensen's Alpha
14.74
14.74
-2
0
2
15
15
Omega Ratio
1.1
1.1
0
1
1.5
2.5
2.5
Treynor Ratio
5.94
5.94
0
0.75
1.25
6
6
Information Ratio
0.12
0.12
0
0.3
0.6
1
1
Calmar Ratio
7.09
7.09
0
0.3
0.6
8
8
Beta
0.25
0.25
0
0.8
1.2
0
2
Sharpe Ratio
1.65
1.65
0
0.5
1
2
2
Sortino Ratio
3.68
3.68
0
1
2
4
4
Jensen's Alpha
14.74
14.74
-2
0
2
15
15
Omega Ratio
1.1
1.1
0
1
1.5
2.5
2.5
Treynor Ratio
5.94
5.94
0
0.75
1.25
6
6
Information Ratio
0.12
0.12
0
0.3
0.6
1
1
Calmar Ratio
7.09
7.09
0
0.3
0.6
8
8
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-3.91% | Sep 2024 | - | 2 |
-2.83% | May 2024 | Jul 2024 | 2 |
-0.93% | Sep 2023 | Oct 2023 | 1 |