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+0.07%
Today
+2.02%
This Month
+7.61%
Year To Date
+31.68%
2 Years
+23.53%
5 Years
+7.99%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs20.91%
- 💰 Finance11.35%
- 💻 Electronic Technology10.73%
- 🍞 Consumer Non Durables8.28%
- 🚗 Consumer Durables6.23%
- 🖥️ Technology Services6.07%
- 👥 Copy Trading5.16%
- ⛏️ Energy Minerals5.12%
- 💇♀️ Consumer Services3.95%
- 🛍️ Retail Trade3.89%
- 🧬 Health Technology3.81%
- 💼 Commercial Services2.92%
- 🪙 Cryptocurrencies2.49%
- 📈 Indexes2.14%
- 🚚 Transportation1.89%
- 🏭 Industrial Services1.63%
- 🪨 Non Energy Minerals1.54%
- 🛠️ Producer Manufacturing1.43%
- 📡 Communications0.27%
- 📦 Distribution Services0.09%
- ⚡ Utilities0.04%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE41.36%
- 🇺🇸 Nasdaq27.63%
- 🇬🇧 LSE9.7%
- 🇳🇱 Euronext Amsterdam3.84%
- 🇩🇪 FRA3.05%
- 🌍 Digital Currency2.59%
- 🇫🇷 Euronext Paris2.57%
- 🌍 CFD2.14%
- 🇮🇹 Borsa Italiana1.86%
- 🇨🇭 SIX1.85%
- 🇺🇸 Chicago Board Options Exchange1.4%
- 🇩🇪 Xetra ETFs0.9%
- 🇸🇦 Tadawul0.35%
- 🇪🇸 Bolsa De Madrid0.29%
- 🇩🇰 Copenhagen Stock Exchange0.16%
- 🇸🇪 Stockholm Stock Exchange0.16%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States43.09%
- 🇬🇧 United Kingdom10.19%
- 🇳🇱 Netherlands4.23%
- 🇮🇹 Italy3.82%
- 🇩🇪 Germany3.05%
- 🇫🇷 France2.56%
- 🇨🇭 Switzerland1.86%
- 🇱🇺 Luxembourg1.55%
- 🇧🇷 Brazil1.33%
- 🇸🇦 Saudi Arabia0.35%
- 🇪🇸 Spain0.29%
- 🇩🇰 Denmark0.16%
- 🇫🇮 Finland0.15%
- 🇹🇼 Taiwan0.02%
- 🇺🇾 Uruguay0.01%
- 🇨🇦 Canada0.01%
- 🇸🇪 Sweden0.01%
- 🇰🇷 South Korea0.01%
Dividends
Dividend Yield
2.05%
57 out of 94 instruments pay dividend.
26 dividend payments in the next 30 days.
Highest Dividend: $WBA (8.89%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 LGEN.L | 0.13% | 8.36% | $0.2 |
 BMW.DE | 0.11% | 5.59% | $6 |
 INGA.NV | 0.11% | 5.7% | $1.11 |
 triangulacapital | 0.09% | 4.43% | - |
 SHEL | 0.08% | 4.13% | $2.7 |
 USRT | 0.08% | 2.81% | - |
 WBA | 0.08% | 8.89% | $1.46 |
 TS | 0.07% | 4.79% | $1.2 |
 HYG | 0.07% | 5.83% | - |
 NESN.ZU | 0.06% | 3.52% | $3 |
 BP.L | 0.06% | 6.82% | $0.23 |
 VOW3.DE | 0.06% | 6.94% | $9.06 |
 INTC | 0.06% | 2.49% | $0.5 |
 JNJ | 0.06% | 3.24% | $4.81 |
 AMT | 0.06% | 3.12% | $6.56 |
 LQD | 0.05% | 4.46% | - |
 CVX | 0.05% | 4.76% | $6.28 |
 TSCO.L | 0.05% | 3.51% | $0.12 |
 G.MI | 0.05% | 4.4% | $1.28 |
 ABEV | 0.05% | 3.84% | $0.13 |
 TSN | 0.04% | 3.62% | $1.96 |
 BNDX | 0.04% | 4.27% | - |
 PG | 0.04% | 2.49% | $3.83 |
 EZJ.L | 0.04% | 2.08% | $0.05 |
 BND | 0.03% | 3.75% | - |
 IGF | 0.03% | 2.85% | - |
 IFRA | 0.03% | 1.92% | - |
 STLA.US | 0.03% | 7.13% | $1.71 |
 VOO | 0.02% | 1.29% | - |
 BGN.MI | 0.02% | 5.35% | $2.2 |
 SAOC | 0.02% | 6.74% | $1.87 |
 SPY | 0.02% | 1.21% | - |
 IVV | 0.02% | 1.31% | - |
 PFE | 0.02% | 7.28% | $1.66 |
 OXY | 0.02% | 2.16% | $0.8 |
 OR.PA | 0.02% | 1.84% | $6.6 |
 CDI.PA | 0.02% | 2.97% | $13 |
 YUM | 0.01% | 1.91% | $2.55 |
 AAPL | 0.01% | 0.5% | $0.97 |
 MSFT | 0.01% | 0.69% | $3 |
 RACE | 0.01% | 0.67% | $2.64 |
 DIS | 0.01% | 0.88% | $0.75 |
 VOD | 0.01% | 4.63% | $0.94 |
 TLT | 0.01% | 4.39% | - |
 PUK | 0.01% | 1.95% | $0.41 |
 EXO.NV | 0.01% | 0.58% | $0.46 |
 Cos_viv | 0.01% | 0.9% | - |
 VUG | 0.01% | 0.47% | - |
 LYTS | 0.01% | 1.23% | $0.2 |
 ANA.MC | 0.01% | 2.65% | $3.65 |
 defense_investor | 0% | 0.48% | - |
 UGI | 0% | 4.22% | $1.5 |
 EFX | 0% | 0.62% | $1.56 |
 CPR.MI | 0% | 1.15% | $0.07 |
 Core-Equity | 0% | 0.06% | - |
 NVDA | 0% | 0.03% | $0.02 |
 PRX.NV | 0% | 0.21% | $0.07 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 GOOG (defense_investor) | Ex-Dividend | Jun 9, 2025 | $0.21 |
GOOG (Cos_viv) | Ex-Dividend | Jun 9, 2025 | $0.21 |
CVX | Pay Day | Jun 10, 2025 | $1.71 |
JNJ | Pay Day | Jun 10, 2025 | $1.30 |
OXY | Ex-Dividend | Jun 10, 2025 | $0.24 |
CVX (Cos_viv) | Pay Day | Jun 10, 2025 | $1.71 |
 LLY (Cos_viv) | Pay Day | Jun 10, 2025 | $1.50 |
NVDA | Ex-Dividend | Jun 11, 2025 | $0.01 |
NVDA (defense_investor) | Ex-Dividend | Jun 11, 2025 | $0.01 |
NVDA (Cos_viv) | Ex-Dividend | Jun 11, 2025 | $0.01 |
MSFT | Pay Day | Jun 12, 2025 | $0.83 |
MSFT (defense_investor) | Pay Day | Jun 12, 2025 | $0.83 |
MSFT (Cos_viv) | Pay Day | Jun 12, 2025 | $0.83 |
 TSM (Cos_viv) | Ex-Dividend | Jun 12, 2025 | $0.68 |
 LAND.L (triangulacapital) | Ex-Dividend | Jun 12, 2025 | $0.16 |
PFE | Pay Day | Jun 13, 2025 | $0.43 |
AMT | Ex-Dividend | Jun 13, 2025 | $1.70 |
EFX | Pay Day | Jun 13, 2025 | $0.50 |
UGI | Ex-Dividend | Jun 16, 2025 | $0.38 |
GOOG (defense_investor) | Pay Day | Jun 16, 2025 | $0.21 |
GOOG (Cos_viv) | Pay Day | Jun 16, 2025 | $0.21 |
 META (Cos_viv) | Ex-Dividend | Jun 16, 2025 | $0.52 |
 MCD (Cos_viv) | Pay Day | Jun 16, 2025 | $1.77 |
 UNH (Cos_viv) | Ex-Dividend | Jun 16, 2025 | $2.21 |
 CRM (Cos_viv) | Ex-Dividend | Jun 18, 2025 | $0.42 |
 AVGO (Cos_viv) | Ex-Dividend | Jun 20, 2025 | $0.59 |
 HSBC (triangulacapital) | Pay Day | Jun 20, 2025 | $0.50 |
SHEL | Pay Day | Jun 23, 2025 | $0.72 |
DIS | Ex-Dividend | Jun 24, 2025 | $0.50 |
DIS (Cos_viv) | Ex-Dividend | Jun 24, 2025 | $0.50 |
UNH (Cos_viv) | Pay Day | Jun 24, 2025 | $2.21 |
META (Cos_viv) | Pay Day | Jun 26, 2025 | $0.52 |
 QCOM (Cos_viv) | Pay Day | Jun 26, 2025 | $0.89 |
TSCO.L | Pay Day | Jun 27, 2025 | $0.12 |
 LMT (Cos_viv) | Pay Day | Jun 27, 2025 | $3.30 |
 BKNG (Cos_viv) | Pay Day | Jun 30, 2025 | $9.60 |
AVGO (Cos_viv) | Pay Day | Jun 30, 2025 | $0.59 |
UGI | Pay Day | Jul 1, 2025 | $0.38 |
 NKE (Cos_viv) | Pay Day | Jul 1, 2025 | $0.40 |
NVDA | Pay Day | Jul 3, 2025 | $0.01 |
NVDA (defense_investor) | Pay Day | Jul 3, 2025 | $0.01 |
 CSCO (Cos_viv) | Ex-Dividend | Jul 3, 2025 | $0.41 |
 JPM (Cos_viv) | Ex-Dividend | Jul 3, 2025 | $1.40 |
NVDA (Cos_viv) | Pay Day | Jul 3, 2025 | $0.01 |
CRM (Cos_viv) | Pay Day | Jul 10, 2025 | $0.42 |
TSM (Cos_viv) | Pay Day | Jul 10, 2025 | $0.68 |
AMT | Pay Day | Jul 11, 2025 | $1.70 |
OXY | Pay Day | Jul 15, 2025 | $0.24 |
DIS | Pay Day | Jul 23, 2025 | $0.50 |
CSCO (Cos_viv) | Pay Day | Jul 23, 2025 | $0.41 |
DIS (Cos_viv) | Pay Day | Jul 23, 2025 | $0.50 |
LAND.L (triangulacapital) | Pay Day | Jul 25, 2025 | $0.16 |
JPM (Cos_viv) | Pay Day | Jul 31, 2025 | $1.40 |
VOD | Pay Day | Aug 1, 2025 | $0.25 |
 WMT (Cos_viv) | Ex-Dividend | Aug 15, 2025 | $0.24 |
TSN | Ex-Dividend | Aug 29, 2025 | $0.50 |
WMT (Cos_viv) | Pay Day | Sep 2, 2025 | $0.24 |
TSN | Pay Day | Sep 12, 2025 | $0.50 |
 HM-B.ST (Cos_viv) | Ex-Dividend | Nov 6, 2025 | $0.31 |
HM-B.ST (Cos_viv) | Pay Day | Nov 12, 2025 | $0.31 |
IGF | Pay Day | Dec 20, 2025 | $0.85 |
BGN.MI | Ex-Dividend | Feb 23, 2026 | $0.70 |
BGN.MI | Pay Day | Feb 25, 2026 | $0.70 |
Performance Metrics
Score 2.8/10
Beta
0.89
0.89
0
0.8
1.2
0
2
Sharpe Ratio
0.21
0.21
0
0.5
1
1.5
1.5
Sortino Ratio
0.28
0.28
0
1
2
3
3
Jensen's Alpha
-7.01
-7.01
-8
0
2
4.5
4.5
Omega Ratio
0.51
0.51
0
1
1.5
2.5
2.5
Treynor Ratio
0.33
0.33
0
0.75
1.25
2
2
Information Ratio
-0.89
-0.89
-1
0.3
0.6
1
1
Calmar Ratio
0.28
0.28
0
0.3
0.6
1
1
Beta
0.89
0.89
0
0.8
1.2
0
2
Sharpe Ratio
0.21
0.21
0
0.5
1
1.5
1.5
Sortino Ratio
0.28
0.28
0
1
2
3
3
Jensen's Alpha
-7.01
-7.01
-8
0
2
4.5
4.5
Omega Ratio
0.51
0.51
0
1
1.5
2.5
2.5
Treynor Ratio
0.33
0.33
0
0.75
1.25
2
2
Information Ratio
-0.89
-0.89
-1
0.3
0.6
1
1
Calmar Ratio
0.28
0.28
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
31.4
High:
AMSC
203.23AMSCLow:
AVNW
-79.32AVNWDetails
PEG Ratio
159.97
High:
PG
950.42PGLow:
LUNG
-37.94LUNGDetails
Price/Book
6.54
High:
AAPL
45.61AAPLLow:
LNZA
-48.4LNZADetails
Price/Sales
4.95
High:
RKLB
31.38RKLBLow:
ALLO
-ALLODetails
Price/CF
22.56
High:
PRX.NV
73.65PRX.NVLow:
VOD
1.64VODDetails
Price/FCF
42.48
High:
OCDO.L
2,021.77OCDO.LLow:VOD
2.7VODDetails
P/E Ratio
31.4
High:AMSC
203.23AMSCLow:AVNW
-79.32AVNWDetails
PEG Ratio
159.97
High:PG
950.42PGLow:LUNG
-37.94LUNGDetails
Price/Book
6.54
High:AAPL
45.61AAPLLow:LNZA
-48.4LNZADetails
Price/Sales
4.95
High:RKLB
31.38RKLBLow:ALLO
-ALLODetails
Price/CF
22.56
High:PRX.NV
73.65PRX.NVLow:VOD
1.64VODDetails
Price/FCF
42.48
High:OCDO.L
2,021.77OCDO.LLow:VOD
2.7VODDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-24.15% | Aug 2022 | Mar 2024 | 19 |
-4.07% | Mar 2025 | May 2025 | 2 |
-3.15% | Apr 2024 | May 2024 | 1 |
-1.95% | Oct 2024 | Jan 2025 | 3 |
-1.88% | Jun 2024 | Jul 2024 | 1 |