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-0.11%
This Month
+32.02%
Year To Date
+68.14%
2 Years
+24.6%
5 Years
+24.6%
10 Years
+4.57%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading82.09%
- 🪨 Non Energy Minerals9.71%
- 💵 Cash3.6%
- 🖥️ Technology Services2.11%
- ⛏️ Energy Minerals2.01%
- 💻 Electronic Technology0.67%
- 🧬 Health Technology0.59%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq40.78%
- 🇺🇸 NYSE37.97%
- 🇬🇧 LSE5.48%
- 🇨🇭 SIX3.05%
- 🇭🇰 Hong Kong Exchanges2.61%
- 🇮🇹 Borsa Italiana2.09%
- 🇫🇷 Euronext Paris1.46%
- 🇪🇸 Bolsa De Madrid1.42%
- 🇩🇰 Copenhagen Stock Exchange0.85%
- 🇩🇪 FRA0.64%
- 🇩🇪 Xetra ETFs0.59%
- 🇫🇮 Helsinki Stock Exchange0.05%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States55.43%
- 🇿🇦 South Africa9.71%
- 🇮🇪 Ireland5.43%
- 🇬🇧 United Kingdom5.13%
- 🇨🇭 Switzerland4.41%
- 🇱🇺 Luxembourg2.96%
- 🇨🇳 China2.63%
- 🇮🇹 Italy2.09%
- 🇺🇾 Uruguay1.73%
- 🇫🇷 France1.46%
- 🇪🇸 Spain1.42%
- 🇩🇰 Denmark0.85%
- 🇩🇪 Germany0.64%
- 🇫🇮 Finland0.05%
- 🇬🇮 Gibraltar0.01%
Dividends
Dividend Yield
0.74%
7 out of 10 instruments pay dividend.
5 dividend payments in the next 30 days.
Highest Dividend: $PBF (3.73%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 jaynemesis | 0.39% | 0.68% | - |
 thomaspj | 0.13% | 0.85% | - |
 Richardstroud | 0.13% | 1.66% | - |
 PBF | 0.07% | 3.73% | $0.95 |
 0968.HK | 0.01% | 1.22% | $0.23 |
 GOOG | 0.01% | 0.32% | $0.2 |
 PelosiTracker | 0% | 0.21% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 CSCO (Richardstroud) | Pay Day | Oct 22, 2025 | $0.41 |
 PG (Richardstroud) | Ex-Dividend | Oct 24, 2025 | $1.06 |
 CARR (jaynemesis) | Ex-Dividend | Oct 29, 2025 | $0.22 |
 JPM (thomaspj) | Pay Day | Oct 31, 2025 | $1.50 |
 C (thomaspj) | Ex-Dividend | Nov 3, 2025 | $0.60 |
 AXP (thomaspj) | Pay Day | Nov 10, 2025 | $0.82 |
 TGT.RTH (Richardstroud) | Ex-Dividend | Nov 12, 2025 | $1.14 |
PG (Richardstroud) | Pay Day | Nov 17, 2025 | $1.06 |
CARR (jaynemesis) | Pay Day | Nov 18, 2025 | $0.22 |
 MSFT (jaynemesis) | Ex-Dividend | Nov 20, 2025 | $0.91 |
MSFT (Richardstroud) | Ex-Dividend | Nov 20, 2025 | $0.91 |
MSFT (thomaspj) | Ex-Dividend | Nov 20, 2025 | $0.91 |
MSFT (PelosiTracker) | Ex-Dividend | Nov 20, 2025 | $0.91 |
 TSCO.L (Richardstroud) | Pay Day | Nov 21, 2025 | $0.06 |
 SPGI (Richardstroud) | Ex-Dividend | Nov 25, 2025 | $0.96 |
C (thomaspj) | Pay Day | Nov 26, 2025 | $0.60 |
TGT.RTH (Richardstroud) | Pay Day | Dec 1, 2025 | $1.14 |
 GS (thomaspj) | Ex-Dividend | Dec 2, 2025 | $4.00 |
 DGE.L (Richardstroud) | Pay Day | Dec 4, 2025 | $0.84 |
 NXT.L (Richardstroud) | Ex-Dividend | Dec 4, 2025 | $1.19 |
 TT (jaynemesis) | Ex-Dividend | Dec 5, 2025 | $0.94 |
SPGI (Richardstroud) | Pay Day | Dec 10, 2025 | $0.96 |
MSFT (jaynemesis) | Pay Day | Dec 11, 2025 | $0.91 |
MSFT (Richardstroud) | Pay Day | Dec 11, 2025 | $0.91 |
MSFT (thomaspj) | Pay Day | Dec 11, 2025 | $0.91 |
MSFT (PelosiTracker) | Pay Day | Dec 11, 2025 | $0.91 |
 GRMN (jaynemesis) | Ex-Dividend | Dec 12, 2025 | $0.90 |
GRMN (jaynemesis) | Pay Day | Dec 26, 2025 | $0.90 |
 TAN (jaynemesis) | Pay Day | Dec 27, 2025 | $0.00 |
GS (thomaspj) | Pay Day | Dec 30, 2025 | $4.00 |
TT (jaynemesis) | Pay Day | Dec 31, 2025 | $0.94 |
NXT.L (Richardstroud) | Pay Day | Jan 5, 2026 | $1.19 |
Performance Metrics
Score 2.9/10
Beta
0.91
0.91
0
0.8
1.2
0
2
Sharpe Ratio
0.17
0.17
0
0.5
1
1.5
1.5
Sortino Ratio
0.26
0.26
0
1
2
3
3
Jensen's Alpha
-6.95
-6.95
-7
0
2
4.5
4.5
Omega Ratio
0.55
0.55
0
1
1.5
2.5
2.5
Treynor Ratio
0.26
0.26
0
0.75
1.25
2
2
Information Ratio
-0.85
-0.85
-1
0.3
0.6
1
1
Calmar Ratio
0.14
0.14
0
0.3
0.6
1
1
Beta
0.91
0.91
0
0.8
1.2
0
2
Sharpe Ratio
0.17
0.17
0
0.5
1
1.5
1.5
Sortino Ratio
0.26
0.26
0
1
2
3
3
Jensen's Alpha
-6.95
-6.95
-7
0
2
4.5
4.5
Omega Ratio
0.55
0.55
0
1
1.5
2.5
2.5
Treynor Ratio
0.26
0.26
0
0.75
1.25
2
2
Information Ratio
-0.85
-0.85
-1
0.3
0.6
1
1
Calmar Ratio
0.14
0.14
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
28.53
High:
GOOG
27.38GOOGLow:
0968.HK
-176.290968.HKDetails
PEG Ratio
-35.48
High:GOOG
79.33GOOGLow:
BRZE
-226.3BRZEDetails
Price/Book
8.21
High:GOOG
8.57GOOGLow:
PBF
0.67PBFDetails
Price/Sales
7.12
High:GOOG
8.45GOOGLow:PBF
0.11PBFDetails
Price/CF
15.56
High:BRZE
80.96BRZELow:
SBSW
4.57SBSWDetails
Price/FCF
38.35
High:SBSW
628.26SBSWLow:
JAZZ
5.13JAZZDetails
P/E Ratio
28.53
High:GOOG
27.38GOOGLow:0968.HK
-176.290968.HKDetails
PEG Ratio
-35.48
High:GOOG
79.33GOOGLow:BRZE
-226.3BRZEDetails
Price/Book
8.21
High:GOOG
8.57GOOGLow:PBF
0.67PBFDetails
Price/Sales
7.12
High:GOOG
8.45GOOGLow:PBF
0.11PBFDetails
Price/CF
15.56
High:BRZE
80.96BRZELow:SBSW
4.57SBSWDetails
Price/FCF
38.35
High:SBSW
628.26SBSWLow:JAZZ
5.13JAZZDetails
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 |
-0.11% | Oct 2025 | - | 1 |