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-3.27%
This Month
+1.87%
Year To Date
+35.4%
2 Years
+15.91%
5 Years
+29.66%
10 Years
+4.76%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading80.2%
- 🪨 Non Energy Minerals7.93%
- 💵 Cash5.25%
- 🖥️ Technology Services3.82%
- 🧬 Health Technology1.97%
- ⛏️ Energy Minerals1.56%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE31.97%
- 🇺🇸 Nasdaq31.8%
- 🇬🇧 LSE6.73%
- 🇨🇭 SIX4.52%
- 🇮🇹 Borsa Italiana4.49%
- 🇫🇷 Euronext Paris3.95%
- Tokyo Stock Exchange1.88%
- 🇩🇰 Copenhagen Stock Exchange1.57%
- 🇳🇱 Euronext Amsterdam1.45%
- 🇪🇸 Bolsa De Madrid1.14%
- 🇳🇴 Oslo Stock Exchange0.65%
- 🇭🇰 Hong Kong Exchanges0.13%
- 🇸🇪 Stockholm Stock Exchange0.12%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States43.13%
- 🇿🇦 South Africa7.92%
- 🇬🇧 United Kingdom7.47%
- 🇨🇭 Switzerland4.52%
- 🇮🇹 Italy4.49%
- 🇫🇷 France3.95%
- 🇮🇪 Ireland3.23%
- 🇩🇰 Denmark1.57%
- 🇰🇷 South Korea1.5%
- 🇳🇱 Netherlands1.45%
- 🇪🇸 Spain1.14%
- 🇸🇪 Sweden1.1%
- 🇹🇼 Taiwan0.92%
- 🇮🇱 Israel0.89%
- 🇳🇴 Norway0.65%
- 🇨🇦 Canada0.56%
- 🇨🇳 China0.14%
- 🇬🇮 Gibraltar0.01%
Dividends
Dividend Yield
1.05%
8 out of 9 instruments pay dividend.
17 dividend payments in the next 30 days.
Highest Dividend: $PFE (6.69%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 jaynemesis | 0.37% | 0.64% | - |
 thomaspj | 0.2% | 1.38% | - |
 SBSW | 0.18% | 2.23% | $0.3 |
 PFE | 0.13% | 6.69% | $1.66 |
 Richardstroud | 0.12% | 1.58% | - |
 PBF | 0.04% | 2.57% | $0.95 |
 GOOG | 0.01% | 0.23% | $0.2 |
 SCCO | 0% | -1.86% | $-3.76 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 WDC (jaynemesis) | Pay Day | Jun 17, 2026 | $0.15 |
 XYL (jaynemesis) | Pay Day | Jun 25, 2026 | $0.43 |
 QCOM (Richardstroud) | Pay Day | Jun 25, 2026 | $0.92 |
 EXPN.L (Richardstroud) | Ex-Dividend | Jun 25, 2026 | $0.48 |
 NVDA (jaynemesis) | Pay Day | Jun 26, 2026 | $0.25 |
 TSCO.L (Richardstroud) | Pay Day | Jun 26, 2026 | $0.13 |
 BAC (thomaspj) | Pay Day | Jun 26, 2026 | $0.28 |
NVDA (thomaspj) | Pay Day | Jun 26, 2026 | $0.25 |
 BP.L (thomaspj) | Pay Day | Jun 26, 2026 | $0.08 |
 SHEL.L (Richardstroud) | Pay Day | Jun 29, 2026 | $0.39 |
 GS (thomaspj) | Pay Day | Jun 29, 2026 | $4.50 |
SHEL.L (thomaspj) | Pay Day | Jun 29, 2026 | $0.39 |
 TT (jaynemesis) | Pay Day | Jun 30, 2026 | $1.05 |
 VRSK (jaynemesis) | Pay Day | Jun 30, 2026 | $0.50 |
 NTR (jaynemesis) | Ex-Dividend | Jun 30, 2026 | $0.55 |
 DIS (Richardstroud) | Ex-Dividend | Jun 30, 2026 | $0.75 |
 TTE.PA (thomaspj) | Ex-Dividend | Jun 30, 2026 | $1.01 |
 KO (Richardstroud) | Pay Day | Jul 1, 2026 | $0.53 |
 NKE (Richardstroud) | Pay Day | Jul 1, 2026 | $0.41 |
 NXT.L (Richardstroud) | Ex-Dividend | Jul 2, 2026 | $2.42 |
TTE.PA (thomaspj) | Pay Day | Jul 2, 2026 | $1.01 |
 CSCO (Richardstroud) | Ex-Dividend | Jul 6, 2026 | $0.42 |
 JPM (thomaspj) | Ex-Dividend | Jul 6, 2026 | $1.50 |
 TSM (jaynemesis) | Pay Day | Jul 9, 2026 | $0.95 |
NTR (jaynemesis) | Pay Day | Jul 17, 2026 | $0.55 |
CSCO (Richardstroud) | Pay Day | Jul 22, 2026 | $0.42 |
DIS (Richardstroud) | Pay Day | Jul 22, 2026 | $0.75 |
 SSE.L (Richardstroud) | Ex-Dividend | Jul 23, 2026 | $0.63 |
EXPN.L (Richardstroud) | Pay Day | Jul 24, 2026 | $0.48 |
JPM (thomaspj) | Pay Day | Jul 31, 2026 | $1.50 |
NXT.L (Richardstroud) | Pay Day | Aug 3, 2026 | $2.42 |
 EQNR.OL (thomaspj) | Ex-Dividend | Aug 13, 2026 | $0.39 |
EQNR.OL (thomaspj) | Pay Day | Aug 27, 2026 | $0.39 |
SSE.L (Richardstroud) | Pay Day | Sep 17, 2026 | $0.63 |
Performance Metrics
Score 2.9/10
Beta
0.92
0.92
0
0.8
1.2
0
2
Sharpe Ratio
0.19
0.19
0
0.5
1
1.5
1.5
Sortino Ratio
0.29
0.29
0
1
2
3
3
Jensen's Alpha
-6.88
-6.88
-7
0
2
4.5
4.5
Omega Ratio
0.54
0.54
0
1
1.5
2.5
2.5
Treynor Ratio
0.29
0.29
0
0.75
1.25
2
2
Information Ratio
-0.87
-0.87
-1
0.3
0.6
1
1
Calmar Ratio
0.15
0.15
0
0.3
0.6
1
1
Beta
0.92
0.92
0
0.8
1.2
0
2
Sharpe Ratio
0.19
0.19
0
0.5
1
1.5
1.5
Sortino Ratio
0.29
0.29
0
1
2
3
3
Jensen's Alpha
-6.88
-6.88
-7
0
2
4.5
4.5
Omega Ratio
0.54
0.54
0
1
1.5
2.5
2.5
Treynor Ratio
0.29
0.29
0
0.75
1.25
2
2
Information Ratio
-0.87
-0.87
-1
0.3
0.6
1
1
Calmar Ratio
0.15
0.15
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
28.05
High:SCCO
32.87SCCOLow:SBSW
-27.61SBSWDetails
PEG Ratio
-40.84
High:SCCO
89.33SCCOLow:SBSW
-99.11SBSWDetails
Price/Book
8.23
High:SCCO
13.74SCCOLow:PBF
0.92PBFDetails
Price/Sales
8.8
High:SCCO
11.07SCCOLow:PBF
0.17PBFDetails
Price/CF
20.04
High:
NFLX
32.67NFLXLow:SBSW
7.92SBSWDetails
Price/FCF
63.1
High:PFE
202.63PFELow:PBF
19.16PBFDetails
P/E Ratio
28.05
High:SCCO
32.87SCCOLow:SBSW
-27.61SBSWDetails
PEG Ratio
-40.84
High:SCCO
89.33SCCOLow:SBSW
-99.11SBSWDetails
Price/Book
8.23
High:SCCO
13.74SCCOLow:PBF
0.92PBFDetails
Price/Sales
8.8
High:SCCO
11.07SCCOLow:PBF
0.17PBFDetails
Price/CF
20.04
High:NFLX
32.67NFLXLow:SBSW
7.92SBSWDetails
Price/FCF
63.1
High:PFE
202.63PFELow:PBF
19.16PBFDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-34.58% | Nov 2021 | Jul 2025 | 44 |
-7.92% | Mar 2026 | May 2026 | 2 |
-5.15% | Sep 2021 | Oct 2021 | 1 |
-3.27% | Jun 2026 | - | 1 |
-1.62% | Jul 2021 | Aug 2021 | 1 |
-1.25% | Nov 2025 | Jan 2026 | 2 |
-0.58% | Feb 2021 | Apr 2021 | 2 |