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+0.27%
Today
+3.47%
This Month
+23.55%
Year To Date
+35.45%
2 Years
+16.6%
5 Years
+3.35%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading78.49%
- 🪨 Non Energy Minerals8.26%
- ⛏️ Energy Minerals3.08%
- 💵 Cash2.82%
- 🖥️ Technology Services1.82%
- 💻 Electronic Technology0.6%
- 🧬 Health Technology0.53%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq37.91%
- 🇺🇸 NYSE36.68%
- 🇬🇧 LSE4.7%
- 🇭🇰 Hong Kong Exchanges3.13%
- 🇨🇭 SIX2.85%
- 🇫🇷 Euronext Paris2.14%
- 🇮🇹 Borsa Italiana1.75%
- 🇩🇰 Copenhagen Stock Exchange1.43%
- 🇪🇸 Bolsa De Madrid1.21%
- 🇩🇪 FRA0.46%
- 🇫🇮 Helsinki Stock Exchange0.04%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States50.39%
- 🇿🇦 South Africa8.26%
- 🇮🇪 Ireland5.78%
- 🇬🇧 United Kingdom4.63%
- 🇨🇭 Switzerland4.15%
- 🇱🇺 Luxembourg3.27%
- 🇨🇳 China3.14%
- 🇫🇷 France2.14%
- 🇺🇾 Uruguay2.07%
- 🇮🇹 Italy1.75%
- 🇩🇰 Denmark1.43%
- 🇪🇸 Spain1.21%
- 🇮🇱 Israel0.73%
- 🇩🇪 Germany0.46%
- 🇫🇮 Finland0.04%
- 🇬🇮 Gibraltar0.01%
Dividends
Dividend Yield
1.53%
7 out of 9 instruments pay dividend.
11 dividend payments in the next 30 days.
Highest Dividend: $0968.HK (8.59%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 SBSW | 0.56% | 6.83% | $0.3 |
 jaynemesis | 0.46% | 0.8% | - |
 Richardstroud | 0.23% | 2.81% | - |
 PBF | 0.14% | 4.4% | $0.95 |
 thomaspj | 0.08% | 0.66% | - |
 0968.HK | 0.05% | 8.59% | $0.23 |
 GOOG | 0.01% | 0.42% | $0.2 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 CSCO (Richardstroud) | Pay Day | Jul 23, 2025 | $0.41 |
 DIS (Richardstroud) | Pay Day | Jul 23, 2025 | $0.50 |
 SSE.L (Richardstroud) | Ex-Dividend | Jul 24, 2025 | $0.58 |
 GE (thomaspj) | Pay Day | Jul 25, 2025 | $0.36 |
 01211.HK (jaynemesis) | Pay Day | Jul 29, 2025 | $0.55 |
 IBE.MC (jaynemesis) | Pay Day | Jul 30, 2025 | $0.46 |
 JPM (thomaspj) | Pay Day | Jul 31, 2025 | $1.40 |
 COST (jaynemesis) | Ex-Dividend | Aug 1, 2025 | $1.30 |
 NXT.L (Richardstroud) | Pay Day | Aug 1, 2025 | $2.04 |
 C (thomaspj) | Ex-Dividend | Aug 4, 2025 | $0.60 |
 CARR (jaynemesis) | Pay Day | Aug 8, 2025 | $0.22 |
 AXP (thomaspj) | Pay Day | Aug 8, 2025 | $0.82 |
 TGT (Richardstroud) | Ex-Dividend | Aug 13, 2025 | $1.14 |
 WAB (jaynemesis) | Ex-Dividend | Aug 14, 2025 | $0.25 |
COST (jaynemesis) | Pay Day | Aug 15, 2025 | $1.30 |
 PG (Richardstroud) | Pay Day | Aug 15, 2025 | $1.06 |
 MSFT (jaynemesis) | Ex-Dividend | Aug 21, 2025 | $0.83 |
MSFT (Richardstroud) | Ex-Dividend | Aug 21, 2025 | $0.83 |
MSFT (thomaspj) | Ex-Dividend | Aug 21, 2025 | $0.83 |
C (thomaspj) | Pay Day | Aug 22, 2025 | $0.60 |
 SPGI (Richardstroud) | Ex-Dividend | Aug 26, 2025 | $0.96 |
WAB (jaynemesis) | Pay Day | Aug 28, 2025 | $0.25 |
 GS (thomaspj) | Ex-Dividend | Aug 29, 2025 | $4.00 |
TGT (Richardstroud) | Pay Day | Sep 1, 2025 | $1.14 |
 QCOM (Richardstroud) | Ex-Dividend | Sep 4, 2025 | $0.89 |
 TT (jaynemesis) | Ex-Dividend | Sep 5, 2025 | $0.94 |
SPGI (Richardstroud) | Pay Day | Sep 10, 2025 | $0.96 |
MSFT (jaynemesis) | Pay Day | Sep 11, 2025 | $0.83 |
MSFT (Richardstroud) | Pay Day | Sep 11, 2025 | $0.83 |
MSFT (thomaspj) | Pay Day | Sep 11, 2025 | $0.83 |
 GRMN (jaynemesis) | Ex-Dividend | Sep 12, 2025 | $0.90 |
 KO (Richardstroud) | Ex-Dividend | Sep 15, 2025 | $0.51 |
SSE.L (Richardstroud) | Pay Day | Sep 18, 2025 | $0.58 |
QCOM (Richardstroud) | Pay Day | Sep 25, 2025 | $0.89 |
GRMN (jaynemesis) | Pay Day | Sep 26, 2025 | $0.90 |
GS (thomaspj) | Pay Day | Sep 29, 2025 | $4.00 |
TT (jaynemesis) | Pay Day | Sep 30, 2025 | $0.94 |
KO (Richardstroud) | Pay Day | Oct 1, 2025 | $0.51 |
Performance Metrics
Score 2.6/10
Beta
0.9
0.9
0
0.8
1.2
0
2
Sharpe Ratio
0.06
0.06
0
0.5
1
1.5
1.5
Sortino Ratio
0.09
0.09
0
1
2
3
3
Jensen's Alpha
-7.73
-7.73
-8
0
2
4.5
4.5
Omega Ratio
0.52
0.52
0
1
1.5
2.5
2.5
Treynor Ratio
0.09
0.09
0
0.75
1.25
2
2
Information Ratio
-0.94
-0.94
-1
0.3
0.6
1
1
Calmar Ratio
0.08
0.08
0
0.3
0.6
1
1
Beta
0.9
0.9
0
0.8
1.2
0
2
Sharpe Ratio
0.06
0.06
0
0.5
1
1.5
1.5
Sortino Ratio
0.09
0.09
0
1
2
3
3
Jensen's Alpha
-7.73
-7.73
-8
0
2
4.5
4.5
Omega Ratio
0.52
0.52
0
1
1.5
2.5
2.5
Treynor Ratio
0.09
0.09
0
0.75
1.25
2
2
Information Ratio
-0.94
-0.94
-1
0.3
0.6
1
1
Calmar Ratio
0.08
0.08
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
22.23
High:
0968.HK
260968.HKLow:
BRZE
-28.62BRZEDetails
PEG Ratio
-14.31
High:
GOOG
54.98GOOGLow:BRZE
-135BRZEDetails
Price/Book
6.15
High:GOOG
6.55GOOGLow:
PBF
0.55PBFDetails
Price/Sales
4.88
High:GOOG
6.36GOOGLow:PBF
0.09PBFDetails
Price/CF
14.24
High:BRZE
78.58BRZELow:
JAZZ
4.86JAZZDetails
Price/FCF
29.81
High:
SBSW
628.26SBSWLow:JAZZ
5JAZZDetails
P/E Ratio
22.23
High:0968.HK
260968.HKLow:BRZE
-28.62BRZEDetails
PEG Ratio
-14.31
High:GOOG
54.98GOOGLow:BRZE
-135BRZEDetails
Price/Book
6.15
High:GOOG
6.55GOOGLow:PBF
0.55PBFDetails
Price/Sales
4.88
High:GOOG
6.36GOOGLow:PBF
0.09PBFDetails
Price/CF
14.24
High:BRZE
78.58BRZELow:JAZZ
4.86JAZZDetails
Price/FCF
29.81
High:SBSW
628.26SBSWLow:JAZZ
5JAZZDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-34.58% | Nov 2021 | Jul 2025 | 44 |
-5.15% | Sep 2021 | Oct 2021 | 1 |
-1.62% | Jul 2021 | Aug 2021 | 1 |
-0.58% | Feb 2021 | Apr 2021 | 2 |