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0%
Today
0%
This Month
+4.11%
Year To Date
+74.51%
2 Years
+97.52%
5 Years
+14.18%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services37.34%
- 💻 Electronic Technology18.41%
- 🛍️ Retail Trade9.86%
- 💰 Finance8.76%
- 👥 Copy Trading7.68%
- 🚗 Consumer Durables4.34%
- 💇♀️ Consumer Services4.22%
- 💼 Commercial Services3.19%
- 🧬 Health Technology1.93%
- 📊 ETFs1.15%
- 📡 Communications0.93%
- 🍞 Consumer Non Durables0.88%
- 🚚 Transportation0.19%
- 🏥 Health Services0.13%
- 🧩 Miscellaneous0.09%
- 💵 Cash0.01%
- 🧪 Process Industries0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq54.39%
- 🇺🇸 NYSE35.95%
- 🇬🇧 LSE4.08%
- 🇩🇪 FRA1.21%
- 🇪🇸 Bolsa De Madrid0.72%
- 🇳🇱 Euronext Amsterdam0.68%
- 🇭🇰 Hong Kong Exchanges0.49%
- 🇫🇷 Euronext Paris0.47%
- 🇸🇪 Stockholm Stock Exchange0.42%
- 🇮🇹 Borsa Italiana0.35%
- 🇧🇪 Euronext Brussels0.32%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States78.74%
- 🇬🇧 United Kingdom4.42%
- 🇨🇦 Canada2.07%
- 🇨🇳 China1.64%
- 🇳🇱 Netherlands1.49%
- 🇮🇱 Israel1.44%
- 🇩🇪 Germany1.26%
- 🇮🇪 Ireland1.21%
- 🇱🇺 Luxembourg1.18%
- 🇹🇼 Taiwan0.88%
- 🇪🇸 Spain0.72%
- 🇫🇷 France0.47%
- 🇧🇷 Brazil0.42%
- 🇫🇮 Finland0.39%
- 🇺🇾 Uruguay0.37%
- 🇮🇹 Italy0.35%
- 🇯🇵 Japan0.33%
- 🇧🇪 Belgium0.32%
- 🇰🇷 South Korea0.11%
- 🇨🇴 Colombia0.08%
- 🇸🇪 Sweden0.04%
Dividends
Dividend Yield
0.68%
47 out of 100 instruments pay dividend.
10 dividend payments in the next 30 days.
Highest Dividend: $AV.L (6.67%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 triangulacapital | 0.25% | 4.29% | - |
 GS | 0.03% | 1.83% | $11 |
 MSFT | 0.03% | 0.76% | $3 |
 NWG.L | 0.02% | 4.05% | $0.17 |
 MCD | 0.02% | 2.35% | $6.53 |
 AAPL | 0.02% | 0.53% | $0.97 |
 AmitKup | 0.02% | 3.36% | - |
 KR | 0.02% | 2.03% | $1.16 |
 AXP | 0.02% | 0.88% | $2.6 |
 AV.L | 0.02% | 6.67% | $0.33 |
 EWG | 0.02% | 2.19% | - |
 KO | 0.01% | 3.06% | $1.89 |
 DIS | 0.01% | 0.88% | $0.75 |
 TSCO | 0.01% | 1.62% | $4.26 |
 TMUS | 0.01% | 1.31% | $1.95 |
 META | 0.01% | 0.29% | $1 |
 CSCO | 0.01% | 2.64% | $1.58 |
 MKC | 0.01% | 2.21% | $1.62 |
 ORCL | 0.01% | 0.94% | $1.6 |
 TSM | 0.01% | 0.93% | $1.74 |
 MA | 0.01% | 0.49% | $2.46 |
 V | 0.01% | 0.65% | $2.01 |
 SAP.DE | 0.01% | 0.82% | $2.2 |
 GAW.L | 0.01% | 3.62% | $5.5 |
 GOOG | 0.01% | 0.29% | $0.2 |
 ASML | 0.01% | 0.77% | $5.57 |
 SBUX | 0.01% | 2.19% | $2.24 |
 JD.US | 0.01% | 1.82% | $0.74 |
 DennisFantoni | 0.01% | 0.43% | - |
 INTU | 0.01% | 0.65% | $3.6 |
 IWM | 0.01% | 1.23% | - |
 CRM | 0.01% | 0.47% | $0.4 |
 BBOX.L | 0% | 5.16% | $0.07 |
 HL.L | 0% | 3.93% | $0.42 |
 PSON.L | 0% | 1.72% | $0.23 |
 0700.HK | 0% | 0.85% | $3.4 |
 AUTO.L | 0% | 1.25% | $0.1 |
 NTDOY | 0% | 1.08% | $0.24 |
 BABA | 0% | 0.99% | $0.98 |
 PAYC | 0% | 0.72% | $1.5 |
 SMSN.L | 0% | 2.7% | $23.68 |
 LMP.L | 0% | 5.97% | $0.1 |
 JKHY | 0% | 1.26% | $2.14 |
 NVDA | 0% | 0.03% | $0.02 |
 RMD | 0% | 0.88% | $1.92 |
 PRU.L | 0% | 2.44% | $0.28 |
 MTCH | 0% | 0.53% | - |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
 LPG (DennisFantoni) | Ex-Dividend | Feb 5 | $0.70 |
MA | Pay Day | Feb 7 | $0.76 |
AAPL | Ex-Dividend | Feb 10 | $0.25 |
AXP | Pay Day | Feb 10 | $0.70 |
V | Ex-Dividend | Feb 11 | $0.59 |
 FUTR.L (AmitKup) | Pay Day | Feb 11 | $0.04 |
AAPL | Pay Day | Feb 13 | $0.25 |
RMD | Ex-Dividend | Feb 13 | $0.53 |
SBUX | Ex-Dividend | Feb 14 | $0.61 |
KR | Ex-Dividend | Feb 14 | $0.32 |
MSFT | Ex-Dividend | Feb 20 | $0.83 |
LPG (DennisFantoni) | Pay Day | Feb 27 | $0.70 |
 SSE.L (triangulacapital) | Pay Day | Feb 27 | $0.27 |
SBUX | Pay Day | Feb 28 | $0.61 |
GS | Ex-Dividend | Feb 28 | $3.00 |
GAW.L | Pay Day | Feb 28 | $1.89 |
TMUS | Ex-Dividend | Feb 28 | $0.88 |
KR | Pay Day | Mar 1 | $0.32 |
V | Pay Day | Mar 3 | $0.59 |
MSFT | Pay Day | Mar 13 | $0.83 |
TMUS | Pay Day | Mar 13 | $0.88 |
TSM | Ex-Dividend | Mar 18 | $0.69 |
RMD | Pay Day | Mar 20 | $0.53 |
GS | Pay Day | Mar 28 | $3.00 |
TSM | Pay Day | Apr 10 | $0.69 |
DIS | Ex-Dividend | Jun 24 | $0.50 |
DIS | Pay Day | Jul 23 | $0.50 |
Performance Metrics
Score 4.3/10
Beta
1.02
1.02
0
0.8
1.2
0
2
Sharpe Ratio
0.56
0.56
0
0.5
1
1.5
1.5
Sortino Ratio
0.93
0.93
0
1
2
3
3
Jensen's Alpha
-1.2
-1.2
-2
0
2
4.5
4.5
Omega Ratio
0.94
0.94
0
1
1.5
2.5
2.5
Treynor Ratio
0.96
0.96
0
0.75
1.25
2
2
Information Ratio
-0.07
-0.07
-1
0.3
0.6
1
1
Calmar Ratio
0.3
0.3
0
0.3
0.6
1
1
Beta
1.02
1.02
0
0.8
1.2
0
2
Sharpe Ratio
0.56
0.56
0
0.5
1
1.5
1.5
Sortino Ratio
0.93
0.93
0
1
2
3
3
Jensen's Alpha
-1.2
-1.2
-2
0
2
4.5
4.5
Omega Ratio
0.94
0.94
0
1
1.5
2.5
2.5
Treynor Ratio
0.96
0.96
0
0.75
1.25
2
2
Information Ratio
-0.07
-0.07
-1
0.3
0.6
1
1
Calmar Ratio
0.3
0.3
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-42.54% | Nov 2021 | Sep 2024 | 34 |
-11.45% | Jul 2019 | Apr 2020 | 9 |
-5.83% | Sep 2021 | Oct 2021 | 1 |
-4.52% | Mar 2021 | Apr 2021 | 1 |
-4.15% | Sep 2020 | Nov 2020 | 2 |
-1.9% | May 2021 | Jun 2021 | 1 |
-1.64% | Mar 2019 | Jun 2019 | 3 |
-1% | Dec 2024 | Jan 2025 | 1 |
-0.16% | Jul 2021 | Aug 2021 | 1 |