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+0.55%
This Month
+11.39%
Year To Date
+12.92%
2 Years
+12.92%
5 Years
+12.92%
10 Years
+12.92%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading68.56%
- 💵 Cash11.67%
- 📊 ETFs7.85%
- 🧬 Health Technology3.42%
- 🛠️ Producer Manufacturing2.84%
- 🚚 Transportation2.64%
- 💰 Finance0.06%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq32.28%
- 🇺🇸 NYSE28.01%
- 🇬🇧 LSE9.34%
- 🇩🇪 FRA2.25%
- 🇪🇸 Bolsa De Madrid1.79%
- 🇫🇷 Euronext Paris1.47%
- 🌍 Digital Currency1.39%
- 🇭🇰 Hong Kong Exchanges1.11%
- 🇮🇹 Borsa Italiana1.03%
- 🇳🇱 Euronext Amsterdam0.95%
- 🇸🇪 Stockholm Stock Exchange0.57%
- 🇩🇪 Xetra ETFs0.55%
- 🇨🇭 SIX0.49%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States43.4%
- 🇬🇧 United Kingdom9.72%
- 🇸🇬 Singapore2.64%
- 🇩🇪 Germany2.54%
- 🇨🇦 Canada2.15%
- 🇪🇸 Spain1.79%
- 🇧🇷 Brazil1.64%
- 🇫🇷 France1.47%
- 🇨🇳 China1.32%
- 🇮🇹 Italy1.03%
- 🇳🇱 Netherlands0.95%
- 🇮🇪 Ireland0.85%
- 🇫🇮 Finland0.57%
- 🇮🇱 Israel0.53%
- 🇨🇭 Switzerland0.49%
- 🇰🇷 South Korea0.35%
Dividends
Dividend Yield
1.53%
10 out of 11 instruments pay dividend.
22 dividend payments in the next 30 days.
Highest Dividend: mick_repo (5.97%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 mick_repo | 0.37% | 5.97% | - |
 triangulacapital | 0.36% | 4.97% | - |
 cfigueroa1982 | 0.23% | 1.33% | - |
 MCHI | 0.2% | 2.59% | - |
 GeorgeFatouros | 0.12% | 1.14% | - |
 defense_investor | 0.11% | 0.41% | - |
 JNJ | 0.1% | 2.86% | $4.81 |
 ALSN | 0.03% | 1.19% | $0.96 |
 01211.HK | 0.01% | 1.37% | $3.41 |
 ITUB | 0% | -5.56% | $-0.15 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 GOOG (defense_investor) | Ex-Dividend | Sep 8, 2025 | $0.21 |
 MOS (cfigueroa1982) | Ex-Dividend | Sep 8, 2025 | $0.22 |
 UI (cfigueroa1982) | Pay Day | Sep 8, 2025 | $0.80 |
 QFIN (cfigueroa1982) | Ex-Dividend | Sep 8, 2025 | $0.76 |
JNJ | Pay Day | Sep 9, 2025 | $1.30 |
 LLY (defense_investor) | Pay Day | Sep 10, 2025 | $1.50 |
 MSFT (defense_investor) | Pay Day | Sep 11, 2025 | $0.83 |
 NVDA (defense_investor) | Ex-Dividend | Sep 11, 2025 | $0.01 |
 MRX (cfigueroa1982) | Pay Day | Sep 11, 2025 | $0.15 |
 MNG.L (mick_repo) | Ex-Dividend | Sep 11, 2025 | $0.09 |
MSFT (GeorgeFatouros) | Pay Day | Sep 11, 2025 | $0.83 |
 NWG (triangulacapital) | Pay Day | Sep 12, 2025 | $0.26 |
GOOG (defense_investor) | Pay Day | Sep 15, 2025 | $0.21 |
 NWL (mick_repo) | Pay Day | Sep 15, 2025 | $0.07 |
 ALLE (GeorgeFatouros) | Ex-Dividend | Sep 15, 2025 | $0.51 |
 UHS (cfigueroa1982) | Pay Day | Sep 16, 2025 | $0.20 |
 BCS (triangulacapital) | Pay Day | Sep 16, 2025 | $0.16 |
 APH (GeorgeFatouros) | Ex-Dividend | Sep 16, 2025 | $0.16 |
 ICE (GeorgeFatouros) | Ex-Dividend | Sep 16, 2025 | $0.48 |
MOS (cfigueroa1982) | Pay Day | Sep 18, 2025 | $0.22 |
 PVH (mick_repo) | Pay Day | Sep 24, 2025 | $0.04 |
QFIN (cfigueroa1982) | Pay Day | Sep 25, 2025 | $0.76 |
 BNP.PA (triangulacapital) | Ex-Dividend | Sep 26, 2025 | $3.05 |
 LGEN.L (mick_repo) | Pay Day | Sep 26, 2025 | $0.08 |
 KHC (mick_repo) | Pay Day | Sep 26, 2025 | $0.40 |
BNP.PA (triangulacapital) | Pay Day | Sep 30, 2025 | $3.05 |
 PEP (mick_repo) | Pay Day | Sep 30, 2025 | $1.42 |
ICE (GeorgeFatouros) | Pay Day | Sep 30, 2025 | $0.48 |
ALLE (GeorgeFatouros) | Pay Day | Sep 30, 2025 | $0.51 |
 EHC (cfigueroa1982) | Ex-Dividend | Oct 1, 2025 | $0.19 |
 MCK (GeorgeFatouros) | Pay Day | Oct 1, 2025 | $0.82 |
 CAH (GeorgeFatouros) | Ex-Dividend | Oct 1, 2025 | $0.51 |
NVDA (defense_investor) | Pay Day | Oct 2, 2025 | $0.01 |
 PGR (cfigueroa1982) | Ex-Dividend | Oct 2, 2025 | $0.10 |
 DGX (GeorgeFatouros) | Ex-Dividend | Oct 3, 2025 | $0.80 |
APH (GeorgeFatouros) | Pay Day | Oct 8, 2025 | $0.16 |
 GSK (mick_repo) | Pay Day | Oct 9, 2025 | $0.43 |
PGR (cfigueroa1982) | Pay Day | Oct 10, 2025 | $0.10 |
EHC (cfigueroa1982) | Pay Day | Oct 15, 2025 | $0.19 |
CAH (GeorgeFatouros) | Pay Day | Oct 15, 2025 | $0.51 |
 PUK (triangulacapital) | Pay Day | Oct 16, 2025 | $0.15 |
 DGE.L (mick_repo) | Ex-Dividend | Oct 16, 2025 | $0.84 |
 ITV.L (mick_repo) | Ex-Dividend | Oct 16, 2025 | $0.02 |
 PRU.L (mick_repo) | Pay Day | Oct 16, 2025 | $0.08 |
 PSN.L (mick_repo) | Ex-Dividend | Oct 16, 2025 | $0.27 |
MNG.L (mick_repo) | Pay Day | Oct 17, 2025 | $0.09 |
DGX (GeorgeFatouros) | Pay Day | Oct 20, 2025 | $0.80 |
 NI (GeorgeFatouros) | Ex-Dividend | Oct 31, 2025 | $0.28 |
PSN.L (mick_repo) | Pay Day | Nov 7, 2025 | $0.27 |
NI (GeorgeFatouros) | Pay Day | Nov 20, 2025 | $0.28 |
ITV.L (mick_repo) | Pay Day | Nov 25, 2025 | $0.02 |
 AEM (cfigueroa1982) | Ex-Dividend | Dec 1, 2025 | $0.40 |
DGE.L (mick_repo) | Pay Day | Dec 4, 2025 | $0.84 |
AEM (cfigueroa1982) | Pay Day | Dec 15, 2025 | $0.40 |
Performance Metrics
Score 4.6/10
Beta
0.92
0.92
0
0.8
1.2
0
2
Sharpe Ratio
0.7
0.7
0
0.5
1
1.5
1.5
Sortino Ratio
1.22
1.22
0
1
2
3
3
Jensen's Alpha
-0.61
-0.61
-2
0
2
4.5
4.5
Omega Ratio
0.85
0.85
0
1
1.5
2.5
2.5
Treynor Ratio
0.85
0.85
0
0.75
1.25
2
2
Information Ratio
-0.24
-0.24
-1
0.3
0.6
1
1
Calmar Ratio
1.76
1.76
0
0.3
0.6
2
2
Beta
0.92
0.92
0
0.8
1.2
0
2
Sharpe Ratio
0.7
0.7
0
0.5
1
1.5
1.5
Sortino Ratio
1.22
1.22
0
1
2
3
3
Jensen's Alpha
-0.61
-0.61
-2
0
2
4.5
4.5
Omega Ratio
0.85
0.85
0
1
1.5
2.5
2.5
Treynor Ratio
0.85
0.85
0
0.75
1.25
2
2
Information Ratio
-0.24
-0.24
-1
0.3
0.6
1
1
Calmar Ratio
1.76
1.76
0
0.3
0.6
2
2
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
19.48
High:
GRAB
183.64GRABLow:
ITUB
9.91ITUBDetails
PEG Ratio
79.05
High:ITUB
352.44ITUBLow:
01211.HK
48.1501211.HKDetails
Price/Book
5.08
High:
JNJ
5.48JNJLow:ITUB
1.97ITUBDetails
Price/Sales
3.73
High:GRAB
6.93GRABLow:01211.HK
0.6501211.HKDetails
Price/CF
14.24
High:GRAB
24.22GRABLow:ITUB
3.54ITUBDetails
Price/FCF
52.4
High:JNJ
57.06JNJLow:ITUB
4.56ITUBDetails
P/E Ratio
19.48
High:GRAB
183.64GRABLow:ITUB
9.91ITUBDetails
PEG Ratio
79.05
High:ITUB
352.44ITUBLow:01211.HK
48.1501211.HKDetails
Price/Book
5.08
High:JNJ
5.48JNJLow:ITUB
1.97ITUBDetails
Price/Sales
3.73
High:GRAB
6.93GRABLow:01211.HK
0.6501211.HKDetails
Price/CF
14.24
High:GRAB
24.22GRABLow:ITUB
3.54ITUBDetails
Price/FCF
52.4
High:JNJ
57.06JNJLow:ITUB
4.56ITUBDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-7.66% | Dec 2024 | Jun 2025 | 6 |