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0%
This Month
+0.85%
Year To Date
+35.82%
2 Years
+20.84%
5 Years
+28.36%
10 Years
+4.64%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading78.46%
- 🪨 Non Energy Minerals9.35%
- 💵 Cash5.45%
- 🖥️ Technology Services4.1%
- 🧬 Health Technology2%
- ⛏️ Energy Minerals1.64%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE37.31%
- 🇺🇸 Nasdaq26.39%
- 🇬🇧 LSE7.2%
- 🇨🇭 SIX5.17%
- 🇫🇷 Euronext Paris4.48%
- 🇮🇹 Borsa Italiana3.89%
- 🇪🇸 Bolsa De Madrid1.78%
- 🇳🇴 Oslo Stock Exchange1.63%
- 🇩🇰 Copenhagen Stock Exchange1.14%
- 🇭🇰 Hong Kong Exchanges0.97%
- 🇳🇱 Euronext Amsterdam0.7%
- 🇦🇺 Sydney0.57%
- 🇸🇪 Stockholm Stock Exchange0.57%
- 🌍 CFD0.34%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States38.48%
- 🇿🇦 South Africa9.33%
- 🇬🇧 United Kingdom7.55%
- 🇨🇭 Switzerland5.17%
- 🇮🇪 Ireland4.82%
- 🇫🇷 France4.48%
- 🇮🇹 Italy3.89%
- 🇪🇸 Spain1.78%
- 🇳🇴 Norway1.63%
- 🇩🇰 Denmark1.14%
- 🇱🇺 Luxembourg1.08%
- 🇹🇼 Taiwan1.06%
- 🇨🇳 China0.98%
- 🇳🇱 Netherlands0.7%
- 🇺🇾 Uruguay0.66%
- 🇨🇦 Canada0.65%
- 🇮🇱 Israel0.62%
- 🇦🇺 Australia0.57%
- 🇸🇪 Sweden0.57%
- 🇰🇷 South Korea0.37%
- 🇬🇮 Gibraltar0.01%
Dividends
Dividend Yield
1.22%
8 out of 9 instruments pay dividend.
15 dividend payments in the next 30 days.
Highest Dividend: $PFE (6.24%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 jaynemesis | 0.47% | 0.83% | - |
 thomaspj | 0.28% | 1.96% | - |
 SBSW | 0.17% | 1.85% | $0.3 |
 PFE | 0.12% | 6.24% | $1.66 |
 Richardstroud | 0.12% | 1.53% | - |
 PBF | 0.05% | 2.92% | $0.95 |
 GOOG | 0.01% | 0.25% | $0.2 |
 SCCO | 0% | -1.75% | $-3.76 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 CARR (jaynemesis) | Ex-Dividend | May 4, 2026 | $0.24 |
 C (thomaspj) | Ex-Dividend | May 4, 2026 | $0.60 |
 ASML.NV (jaynemesis) | Pay Day | May 5, 2026 | $3.15 |
 SAN.PA (Richardstroud) | Ex-Dividend | May 5, 2026 | $4.84 |
 BOL.ST (jaynemesis) | Pay Day | May 6, 2026 | $1.18 |
SAN.PA (Richardstroud) | Pay Day | May 7, 2026 | $4.84 |
 VIE.PA (jaynemesis) | Ex-Dividend | May 11, 2026 | $1.77 |
VIE.PA (jaynemesis) | Pay Day | May 13, 2026 | $1.77 |
 OSB.L (Richardstroud) | Pay Day | May 13, 2026 | $0.32 |
 EQNR.OL (thomaspj) | Ex-Dividend | May 13, 2026 | $0.39 |
 AV.L (Richardstroud) | Pay Day | May 14, 2026 | $0.35 |
 TSCO.L (Richardstroud) | Ex-Dividend | May 14, 2026 | $0.13 |
 COST (jaynemesis) | Pay Day | May 15, 2026 | $1.47 |
 PG (Richardstroud) | Pay Day | May 15, 2026 | $1.09 |
 0700.HK (Richardstroud) | Ex-Dividend | May 15, 2026 | $0.68 |
 LSEG.L (Richardstroud) | Pay Day | May 20, 2026 | $1.39 |
 MSFT (jaynemesis) | Ex-Dividend | May 21, 2026 | $0.91 |
MSFT (Richardstroud) | Ex-Dividend | May 21, 2026 | $0.91 |
CARR (jaynemesis) | Pay Day | May 22, 2026 | $0.24 |
C (thomaspj) | Pay Day | May 22, 2026 | $0.60 |
 NEX.PA (jaynemesis) | Ex-Dividend | May 25, 2026 | $3.42 |
 GAW.L (jaynemesis) | Pay Day | May 27, 2026 | $1.48 |
NEX.PA (jaynemesis) | Pay Day | May 27, 2026 | $3.42 |
EQNR.OL (thomaspj) | Pay Day | May 27, 2026 | $0.39 |
 IBE.MC (jaynemesis) | Ex-Dividend | May 28, 2026 | $0.01 |
 GRG.L (Richardstroud) | Pay Day | May 29, 2026 | $0.67 |
IBE.MC (jaynemesis) | Pay Day | Jun 1, 2026 | $0.01 |
0700.HK (Richardstroud) | Pay Day | Jun 1, 2026 | $0.68 |
 GS (thomaspj) | Ex-Dividend | Jun 1, 2026 | $4.50 |
 RR.L (thomaspj) | Pay Day | Jun 3, 2026 | $0.07 |
 QCOM (Richardstroud) | Ex-Dividend | Jun 4, 2026 | $0.92 |
 DGE.L (Richardstroud) | Pay Day | Jun 4, 2026 | $0.20 |
 TT (jaynemesis) | Ex-Dividend | Jun 5, 2026 | $1.05 |
MSFT (jaynemesis) | Pay Day | Jun 11, 2026 | $0.91 |
 TSM (jaynemesis) | Ex-Dividend | Jun 11, 2026 | $0.95 |
MSFT (Richardstroud) | Pay Day | Jun 11, 2026 | $0.91 |
QCOM (Richardstroud) | Pay Day | Jun 25, 2026 | $0.92 |
TSCO.L (Richardstroud) | Pay Day | Jun 26, 2026 | $0.13 |
GS (thomaspj) | Pay Day | Jun 29, 2026 | $4.50 |
TT (jaynemesis) | Pay Day | Jun 30, 2026 | $1.05 |
 DIS (Richardstroud) | Ex-Dividend | Jun 30, 2026 | $0.75 |
 TTE.PA (thomaspj) | Ex-Dividend | Jun 30, 2026 | $1.01 |
 NXT.L (Richardstroud) | Ex-Dividend | Jul 2, 2026 | $2.42 |
TTE.PA (thomaspj) | Pay Day | Jul 2, 2026 | $1.01 |
TSM (jaynemesis) | Pay Day | Jul 9, 2026 | $0.95 |
DIS (Richardstroud) | Pay Day | Jul 22, 2026 | $0.75 |
NXT.L (Richardstroud) | Pay Day | Aug 3, 2026 | $2.42 |
Performance Metrics
Score 2.7/10
Beta
0.92
0.92
0
0.8
1.2
0
2
Sharpe Ratio
0.11
0.11
0
0.5
1
1.5
1.5
Sortino Ratio
0.16
0.16
0
1
2
3
3
Jensen's Alpha
-6.78
-6.78
-7
0
2
4.5
4.5
Omega Ratio
0.56
0.56
0
1
1.5
2.5
2.5
Treynor Ratio
0.16
0.16
0
0.75
1.25
2
2
Information Ratio
-0.83
-0.83
-1
0.3
0.6
1
1
Calmar Ratio
0.1
0.1
0
0.3
0.6
1
1
Beta
0.92
0.92
0
0.8
1.2
0
2
Sharpe Ratio
0.11
0.11
0
0.5
1
1.5
1.5
Sortino Ratio
0.16
0.16
0
1
2
3
3
Jensen's Alpha
-6.78
-6.78
-7
0
2
4.5
4.5
Omega Ratio
0.56
0.56
0
1
1.5
2.5
2.5
Treynor Ratio
0.16
0.16
0
0.75
1.25
2
2
Information Ratio
-0.83
-0.83
-1
0.3
0.6
1
1
Calmar Ratio
0.1
0.1
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
31.42
High:SCCO
37.41SCCOLow:SBSW
-34.12SBSWDetails
PEG Ratio
-57.74
High:SCCO
140.11SCCOLow:SBSW
-122.48SBSWDetails
Price/Book
8.7
High:SCCO
14.54SCCOLow:PBF
0.83PBFDetails
Price/Sales
8.52
High:SCCO
12.24SCCOLow:PBF
0.15PBFDetails
Price/CF
22.75
High:PBF
68.12PBFLow:SBSW
7.92SBSWDetails
Price/FCF
59.08
High:PFE
202.63PFELow:PBF
19.16PBFDetails
P/E Ratio
31.42
High:SCCO
37.41SCCOLow:SBSW
-34.12SBSWDetails
PEG Ratio
-57.74
High:SCCO
140.11SCCOLow:SBSW
-122.48SBSWDetails
Price/Book
8.7
High:SCCO
14.54SCCOLow:PBF
0.83PBFDetails
Price/Sales
8.52
High:SCCO
12.24SCCOLow:PBF
0.15PBFDetails
Price/CF
22.75
High:PBF
68.12PBFLow:SBSW
7.92SBSWDetails
Price/FCF
59.08
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 | - | 2 |
-5.15% | Sep 2021 | Oct 2021 | 1 |
-1.62% | Jul 2021 | Aug 2021 | 1 |
-1.25% | Nov 2025 | Jan 2026 | 2 |
-0.58% | Feb 2021 | Apr 2021 | 2 |