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+0.92%
This Month
+15.76%
Year To Date
+17.35%
2 Years
+17.35%
5 Years
+17.35%
10 Years
+13.65%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading62.49%
- 💵 Cash8.16%
- 📊 ETFs6.91%
- 📡 Communications6.22%
- 🖥️ Technology Services5.23%
- 💻 Electronic Technology4.03%
- 🏥 Health Services2.39%
- 💇♀️ Consumer Services1.74%
- 🛠️ Producer Manufacturing1.62%
- 🚚 Transportation1.52%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq35.23%
- 🇺🇸 NYSE24.71%
- 🇬🇧 LSE7.61%
- 🇪🇸 Bolsa De Madrid6.22%
- 🇳🇱 Euronext Amsterdam4.4%
- 🇩🇪 FRA3.96%
- 🇫🇷 Euronext Paris2.2%
- 🇭🇰 Hong Kong Exchanges1.13%
- 🌍 Digital Currency0.96%
- 🇮🇹 Borsa Italiana0.9%
- 🇩🇪 Xetra ETFs0.5%
- 🇸🇪 Stockholm Stock Exchange0.43%
- 🇨🇭 SIX0.34%
- 🇳🇴 Oslo Stock Exchange0.3%
- Regular Trading Hours - RTH0.24%
- 🇩🇰 Copenhagen Stock Exchange0.01%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States44.04%
- 🇬🇧 United Kingdom7.16%
- 🇪🇸 Spain6.9%
- 🇳🇱 Netherlands4.42%
- 🇩🇪 Germany3.96%
- 🇫🇷 France2.2%
- 🇨🇳 China1.86%
- 🇸🇬 Singapore1.53%
- 🇹🇼 Taiwan1.02%
- 🇮🇱 Israel0.9%
- 🇮🇹 Italy0.9%
- 🇨🇦 Canada0.8%
- 🇭🇰 Hong Kong0.39%
- 🇫🇮 Finland0.39%
- 🇨🇭 Switzerland0.36%
- 🇧🇷 Brazil0.32%
- 🇳🇴 Norway0.3%
- 🇿🇦 South Africa0.24%
- 🇮🇪 Ireland0.22%
- 🇺🇾 Uruguay0.08%
- 🇸🇪 Sweden0.04%
- 🇰🇾 Cayman Islands0.02%
- 🇩🇰 Denmark0.01%
- 🇱🇺 Luxembourg0.01%
Dividends
Dividend Yield
1.44%
16 out of 21 instruments pay dividend.
9 dividend payments in the next 30 days.
Highest Dividend: $TEF.MC (6.62%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 TEF.MC | 0.41% | 6.62% | $0.24 |
 mick_repo | 0.27% | 6% | - |
 triangulacapital | 0.26% | 5.71% | - |
 defense_investor | 0.1% | 0.5% | - |
 GeorgeFatouros | 0.08% | 1.21% | - |
 UNH | 0.06% | 2.64% | $7.74 |
 cfigueroa1982 | 0.06% | 0.54% | - |
 CMCSA | 0.05% | 4.83% | $1.2 |
 CCalle | 0.04% | 1.5% | - |
 MSFT | 0.04% | 0.72% | $3 |
 ASML.NV | 0.03% | 0.69% | $6.1 |
 ALSN | 0.02% | 1.17% | $0.96 |
 StanleyDruck13F | 0.01% | 0.32% | - |
 davoyu | 0.01% | 0.14% | - |
 01211.HK | 0% | 1.46% | $3.41 |
 TrendingStocks | 0% | 0.11% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 ASHM.L (mick_repo) | Pay Day | Dec 8, 2025 | $0.16 |
MSFT | Pay Day | Dec 11, 2025 | $0.91 |
MSFT (defense_investor) | Pay Day | Dec 11, 2025 | $0.91 |
 TSM (defense_investor) | Ex-Dividend | Dec 11, 2025 | $0.84 |
TSM (StanleyDruck13F) | Ex-Dividend | Dec 11, 2025 | $0.84 |
MSFT (TrendingStocks) | Pay Day | Dec 11, 2025 | $0.91 |
 TMUS (TrendingStocks) | Pay Day | Dec 11, 2025 | $1.02 |
 AEM (cfigueroa1982) | Pay Day | Dec 15, 2025 | $0.40 |
TEF.MC | Ex-Dividend | Dec 16, 2025 | $0.17 |
TEF.MC | Pay Day | Dec 18, 2025 | $0.17 |
 EWT | Pay Day | Dec 20, 2025 | $0.00 |
 DBA (TrendingStocks) | Pay Day | Dec 27, 2025 | $0.00 |
TSM (defense_investor) | Pay Day | Jan 8, 2026 | $0.84 |
TSM (StanleyDruck13F) | Pay Day | Jan 8, 2026 | $0.84 |
Performance Metrics
Score 4.2/10
Beta
0.92
0.92
0
0.8
1.2
0
2
Sharpe Ratio
0.77
0.77
0
0.5
1
1.5
1.5
Sortino Ratio
1.39
1.39
0
1
2
3
3
Jensen's Alpha
-2.32
-2.32
-3
0
2
4.5
4.5
Omega Ratio
0.72
0.72
0
1
1.5
2.5
2.5
Treynor Ratio
0.87
0.87
0
0.75
1.25
2
2
Information Ratio
-0.51
-0.51
-1
0.3
0.6
1
1
Calmar Ratio
1.8
1.8
0
0.3
0.6
2
2
Beta
0.92
0.92
0
0.8
1.2
0
2
Sharpe Ratio
0.77
0.77
0
0.5
1
1.5
1.5
Sortino Ratio
1.39
1.39
0
1
2
3
3
Jensen's Alpha
-2.32
-2.32
-3
0
2
4.5
4.5
Omega Ratio
0.72
0.72
0
1
1.5
2.5
2.5
Treynor Ratio
0.87
0.87
0
0.75
1.25
2
2
Information Ratio
-0.51
-0.51
-1
0.3
0.6
1
1
Calmar Ratio
1.8
1.8
0
0.3
0.6
2
2
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
33.45
High:
GRAB
172.43GRABLow:
TEF.MC
-9.94TEF.MCDetails
PEG Ratio
127.61
High:
MSFT
216.28MSFTLow:
CMCSA
7.36CMCSADetails
Price/Book
8.93
High:
ASML.NV
19.42ASML.NVLow:CMCSA
1.03CMCSADetails
Price/Sales
6.75
High:MSFT
12.28MSFTLow:
CHTR
0.51CHTRDetails
Price/CF
23.29
High:GRAB
60.72GRABLow:CHTR
2.38CHTRDetails
Price/FCF
61.37
High:
01211.HK
86.3501211.HKLow:CMCSA
7.2CMCSADetails
P/E Ratio
33.45
High:GRAB
172.43GRABLow:TEF.MC
-9.94TEF.MCDetails
PEG Ratio
127.61
High:MSFT
216.28MSFTLow:CMCSA
7.36CMCSADetails
Price/Book
8.93
High:ASML.NV
19.42ASML.NVLow:CMCSA
1.03CMCSADetails
Price/Sales
6.75
High:MSFT
12.28MSFTLow:CHTR
0.51CHTRDetails
Price/CF
23.29
High:GRAB
60.72GRABLow:CHTR
2.38CHTRDetails
Price/FCF
61.37
High:01211.HK
86.3501211.HKLow:CMCSA
7.2CMCSADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-7.66% | Dec 2024 | Jun 2025 | 6 |
-1.34% | Oct 2025 | - | 3 |