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+0.72%
This Month
+28.47%
Year To Date
+28.47%
2 Years
+28.47%
5 Years
+28.47%
10 Years
+28.47%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🚚 Transportation15.19%
- 👥 Copy Trading14.54%
- 💰 Finance12.15%
- 🖥️ Technology Services10.69%
- 🧬 Health Technology9.74%
- 💻 Electronic Technology7.61%
- ⛏️ Energy Minerals5.67%
- 🍞 Consumer Non Durables4.77%
- 📡 Communications3.71%
- 🛍️ Retail Trade2.72%
- 🛠️ Producer Manufacturing2.37%
- 🪨 Non Energy Minerals2.33%
- ⚡ Utilities2.32%
- 🏥 Health Services2.3%
- 🧪 Process Industries1.33%
- 🧩 Miscellaneous1.21%
- 🚗 Consumer Durables0.78%
- 💵 Cash0.62%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE42.56%
- 🇺🇸 Nasdaq31.63%
- 🇳🇴 Oslo Stock Exchange7.59%
- 🇭🇰 Hong Kong Exchanges2.7%
- 🇪🇸 Bolsa De Madrid2.68%
- 🇬🇧 LSE2.46%
- 🇩🇰 Copenhagen Stock Exchange2.17%
- 🇫🇷 Euronext Paris1.88%
- 🇸🇪 Stockholm Stock Exchange1.71%
- 🇮🇹 Borsa Italiana1.16%
- 🇳🇱 Euronext Amsterdam0.76%
- 🇦🇺 Sydney0.66%
- 🇫🇮 Helsinki Stock Exchange0.53%
- 🌍 Digital Currency0.03%
- 🇩🇪 Xetra ETFs0.01%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States64.67%
- 🇳🇴 Norway6.83%
- 🇬🇧 United Kingdom3.7%
- 🇪🇸 Spain2.68%
- 🇬🇷 Greece2.3%
- 🇧🇷 Brazil2.24%
- 🇩🇰 Denmark2.17%
- 🇮🇹 Italy2%
- 🇫🇷 France1.88%
- 🇨🇳 China1.81%
- 🇸🇪 Sweden1.71%
- 🇮🇱 Israel1.54%
- 🇭🇰 Hong Kong1.11%
- 🇸🇬 Singapore0.94%
- 🇳🇱 Netherlands0.76%
- 🇨🇴 Colombia0.67%
- 🇦🇺 Australia0.66%
- 🇫🇮 Finland0.53%
- 🇹🇼 Taiwan0.13%
- 🇯🇵 Japan0.08%
Dividends
Dividend Yield
5.07%
74 out of 90 instruments pay dividend.
6 dividend payments in the next 30 days.
Highest Dividend: $HAUTO.OL (24.79%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 HAUTO.OL | 0.5% | 24.79% | - |
 WAWI.OL | 0.42% | 15.34% | - |
 IIPR | 0.34% | 15.16% | $7.34 |
 ZIM | 0.33% | 21.37% | $0.23 |
 MPCC.OL | 0.31% | 15.1% | $5.9 |
 GSBD | 0.15% | 12.7% | - |
 VZ | 0.12% | 6.56% | $2.66 |
 VALE | 0.11% | 9.84% | $1.33 |
 PBR.A | 0.11% | 10.03% | $2.21 |
 VICI | 0.1% | 6.36% | $1.66 |
 1919.HK | 0.1% | 12.51% | - |
 GSL | 0.09% | 5.87% | $1.5 |
 INSW | 0.09% | 5.73% | $5.74 |
 BWLPG.OL | 0.08% | 11.02% | $37.72 |
 RWAY | 0.08% | 15.28% | $1.85 |
 EVO.ST | 0.08% | 4.9% | $31.03 |
 NOVO-B.CO | 0.08% | 3.76% | $9.4 |
 CCAP | 0.07% | 11.28% | $1.64 |
 ABR | 0.07% | 15.03% | $1.72 |
 OBDC | 0.07% | 10.98% | $1.42 |
 YAL.ASX | 0.07% | 10.19% | - |
 EC | 0.07% | 10.02% | $1.62 |
 WU | 0.07% | 10.4% | $0.94 |
 ASHM.L | 0.07% | 10.15% | $0.17 |
 VIS.MC | 0.06% | 4.86% | $2.43 |
 MO | 0.06% | 7.1% | $3.92 |
 PFE | 0.06% | 6.61% | $1.66 |
 thomaspj | 0.06% | 0.77% | - |
 EPR | 0.06% | 6.76% | $3.34 |
 TGT | 0.06% | 4.9% | $4.42 |
 ARCC | 0.06% | 9.13% | $1.62 |
 SAN.PA | 0.05% | 4.61% | $3.76 |
 CIVI | 0.05% | 6.58% | $2 |
 LIGHT.NV | 0.05% | 7.78% | $1.55 |
 UPS | 0.05% | 6.91% | $6.5 |
 FORTUM.HE | 0.04% | 8% | $1.15 |
 ENI.MI | 0.04% | 6.35% | $0.94 |
 IRDM | 0.04% | 3.21% | $0.53 |
 ENG.MC | 0.04% | 5.83% | $1.41 |
 KO | 0.04% | 2.91% | $1.89 |
 TTE.PA | 0.04% | 5.92% | $3.06 |
 UNH | 0.04% | 2.64% | $7.74 |
 NTGY.MC | 0.03% | 5.45% | $1.13 |
 ZTS | 0.03% | 1.69% | $1.67 |
 KHC | 0.03% | 6.57% | $1.6 |
 PEP | 0.03% | 3.88% | $5.15 |
 BMY | 0.03% | 4.76% | $2.34 |
 MAIN | 0.03% | 5.01% | $2.85 |
 1109.HK | 0.03% | 4.86% | $1.58 |
 RIO | 0.03% | 5.07% | $4.34 |
 00384.HK | 0.03% | 6.01% | $0.55 |
 1898.HK | 0.03% | 4.31% | $0.44 |
 VOD | 0.03% | 3.89% | $0.94 |
 MRK | 0.02% | 3.29% | $3.04 |
 SWKS | 0.02% | 4.07% | $2.72 |
 XOM | 0.02% | 3.43% | $3.76 |
 mikelgoiko93 | 0.02% | 0.8% | - |
 NKE | 0.02% | 2.44% | $1.45 |
 BDX | 0.02% | 2.15% | $3.76 |
 FDX | 0.02% | 2.09% | $5.16 |
 InTheGame | 0.02% | 0.37% | - |
 ADP | 0.01% | 2.42% | $5.45 |
 VRSN | 0.01% | 0.93% | - |
 MONC.MI | 0.01% | 2.25% | $1.15 |
 SBLK | 0.01% | 1.47% | $1.82 |
 GOOG | 0.01% | 0.26% | $0.2 |
 RACE | 0.01% | 0.89% | $2.64 |
 AXP | 0.01% | 0.85% | $2.6 |
 AVGO | 0.01% | 0.6% | $19.7 |
 META | 0.01% | 0.31% | $1 |
 V | 0% | 0.74% | $2.01 |
 TMO | 0% | 0.3% | $1.48 |
 MU | 0% | 0.19% | $0.46 |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
ASHM.L | Pay Day | Dec 8, 2025 | $0.16 |
 MSFT (mikelgoiko93) | Pay Day | Dec 11, 2025 | $0.91 |
MSFT (InTheGame) | Pay Day | Dec 11, 2025 | $0.91 |
 TSM (InTheGame) | Ex-Dividend | Dec 11, 2025 | $0.84 |
MSFT (thomaspj) | Pay Day | Dec 11, 2025 | $0.91 |
 GS (thomaspj) | Pay Day | Dec 30, 2025 | $4.00 |
TTE.PA | Ex-Dividend | Dec 31, 2025 | $1.00 |
TTE.PA | Pay Day | Jan 5, 2026 | $1.00 |
TSM (InTheGame) | Pay Day | Jan 8, 2026 | $0.84 |
Performance Metrics
Score 8.6/10
Beta
1.06
1.06
0
0.8
1.2
0
2
Sharpe Ratio
1.71
1.71
0
0.5
1
2
2
Sortino Ratio
3.91
3.91
0
1
2
4
4
Jensen's Alpha
7.99
7.99
-2
0
2
8
8
Omega Ratio
2.25
2.25
0
1
1.5
3
3
Treynor Ratio
1.86
1.86
0
0.75
1.25
2
2
Information Ratio
1.25
1.25
0
0.3
0.6
2
2
Calmar Ratio
5.39
5.39
0
0.3
0.6
6
6
Beta
1.06
1.06
0
0.8
1.2
0
2
Sharpe Ratio
1.71
1.71
0
0.5
1
2
2
Sortino Ratio
3.91
3.91
0
1
2
4
4
Jensen's Alpha
7.99
7.99
-2
0
2
8
8
Omega Ratio
2.25
2.25
0
1
1.5
3
3
Treynor Ratio
1.86
1.86
0
0.75
1.25
2
2
Information Ratio
1.25
1.25
0
0.3
0.6
2
2
Calmar Ratio
5.39
5.39
0
0.3
0.6
6
6
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
30.85
High:
AMD
107.72AMDLow:
SMR
-7.48SMRDetails
PEG Ratio
128.13
High:
V
1,186.07VLow:
MU
3.14MUDetails
Price/Book
8.31
High:
NVDA
37.29NVDALow:
MO
-36.8MODetails
Price/Sales
6.07
High:SMR
49.44SMRLow:
MOH
0.18MOHDetails
Price/CF
20.13
High:
SMCI
95.45SMCILow:
ZIM
0.61ZIMDetails
Price/FCF
52.99
High:
PEP
5,253.35PEPLow:ZIM
1.1ZIMDetails
P/E Ratio
30.85
High:AMD
107.72AMDLow:SMR
-7.48SMRDetails
PEG Ratio
128.13
High:V
1,186.07VLow:MU
3.14MUDetails
Price/Book
8.31
High:NVDA
37.29NVDALow:MO
-36.8MODetails
Price/Sales
6.07
High:SMR
49.44SMRLow:MOH
0.18MOHDetails
Price/CF
20.13
High:SMCI
95.45SMCILow:ZIM
0.61ZIMDetails
Price/FCF
52.99
High:PEP
5,253.35PEPLow:ZIM
1.1ZIMDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-5.65% | Feb 2025 | May 2025 | 3 |