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+1.12%
This Month
+24.38%
Year To Date
+49.42%
2 Years
+17.39%
5 Years
+17.39%
10 Years
+3.37%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading77.5%
- 🪨 Non Energy Minerals7.67%
- ⛏️ Energy Minerals3.56%
- 💵 Cash2.85%
- 🖥️ Technology Services2.16%
- 💻 Electronic Technology0.76%
- 🧬 Health Technology0.61%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq38.53%
- 🇺🇸 NYSE34.44%
- 🇬🇧 LSE4.84%
- 🇭🇰 Hong Kong Exchanges3.04%
- 🇨🇭 SIX2.93%
- 🇮🇹 Borsa Italiana2.04%
- 🇫🇷 Euronext Paris1.46%
- 🇪🇸 Bolsa De Madrid1.19%
- 🇩🇰 Copenhagen Stock Exchange1.16%
- 🇩🇪 FRA0.45%
- 🇫🇮 Helsinki Stock Exchange0.06%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States50.17%
- 🇿🇦 South Africa7.67%
- 🇮🇪 Ireland5.47%
- 🇬🇧 United Kingdom4.64%
- 🇨🇭 Switzerland4.26%
- 🇱🇺 Luxembourg3.21%
- 🇨🇳 China3.05%
- 🇺🇾 Uruguay2.06%
- 🇮🇹 Italy2.04%
- 🇫🇷 France1.46%
- 🇪🇸 Spain1.19%
- 🇩🇰 Denmark1.16%
- 🇩🇪 Germany0.45%
- 🇮🇱 Israel0.32%
- 🇫🇮 Finland0.06%
- 🇬🇮 Gibraltar0.01%
Dividends
Dividend Yield
1.37%
7 out of 9 instruments pay dividend.
27 dividend payments in the next 30 days.
Highest Dividend: $SBSW (6.83%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 SBSW | 0.52% | 6.83% | $0.3 |
 jaynemesis | 0.41% | 0.72% | - |
 Richardstroud | 0.22% | 2.72% | - |
 PBF | 0.14% | 3.89% | $0.95 |
 thomaspj | 0.06% | 0.51% | - |
 0968.HK | 0.01% | 1.14% | $0.23 |
 GOOG | 0.01% | 0.35% | $0.2 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
GOOG | Ex-Dividend | Sep 8, 2025 | $0.21 |
GOOG (jaynemesis) | Ex-Dividend | Sep 8, 2025 | $0.21 |
 UI (jaynemesis) | Pay Day | Sep 8, 2025 | $0.80 |
 AZN.L (Richardstroud) | Pay Day | Sep 8, 2025 | $1.03 |
 GOOGL (Richardstroud) | Ex-Dividend | Sep 8, 2025 | $0.21 |
GOOG (thomaspj) | Ex-Dividend | Sep 8, 2025 | $0.21 |
 SPGI (Richardstroud) | Pay Day | Sep 10, 2025 | $0.96 |
 MSFT (jaynemesis) | Pay Day | Sep 11, 2025 | $0.83 |
 NVDA (jaynemesis) | Ex-Dividend | Sep 11, 2025 | $0.01 |
MSFT (Richardstroud) | Pay Day | Sep 11, 2025 | $0.83 |
 GRG.L (Richardstroud) | Ex-Dividend | Sep 11, 2025 | $0.25 |
MSFT (thomaspj) | Pay Day | Sep 11, 2025 | $0.83 |
NVDA (thomaspj) | Ex-Dividend | Sep 11, 2025 | $0.01 |
 GRMN (jaynemesis) | Ex-Dividend | Sep 12, 2025 | $0.90 |
GOOG | Pay Day | Sep 15, 2025 | $0.21 |
GOOG (jaynemesis) | Pay Day | Sep 15, 2025 | $0.21 |
 NEE (jaynemesis) | Pay Day | Sep 15, 2025 | $0.57 |
 VRSK (jaynemesis) | Ex-Dividend | Sep 15, 2025 | $0.45 |
 KO (Richardstroud) | Ex-Dividend | Sep 15, 2025 | $0.51 |
GOOGL (Richardstroud) | Pay Day | Sep 15, 2025 | $0.21 |
GOOG (thomaspj) | Pay Day | Sep 15, 2025 | $0.21 |
 SW (jaynemesis) | Pay Day | Sep 18, 2025 | $0.43 |
 SSE.L (Richardstroud) | Pay Day | Sep 18, 2025 | $0.58 |
 OSB.L (Richardstroud) | Pay Day | Sep 19, 2025 | $0.15 |
 SHEL.L (Richardstroud) | Pay Day | Sep 22, 2025 | $0.36 |
 QCOM (Richardstroud) | Pay Day | Sep 25, 2025 | $0.89 |
 RIO.L (Richardstroud) | Pay Day | Sep 25, 2025 | $1.48 |
GRMN (jaynemesis) | Pay Day | Sep 26, 2025 | $0.90 |
 LGEN.L (Richardstroud) | Pay Day | Sep 26, 2025 | $0.08 |
 GS (thomaspj) | Pay Day | Sep 29, 2025 | $4.00 |
 TT (jaynemesis) | Pay Day | Sep 30, 2025 | $0.94 |
VRSK (jaynemesis) | Pay Day | Sep 30, 2025 | $0.45 |
KO (Richardstroud) | Pay Day | Oct 1, 2025 | $0.51 |
 NKE (Richardstroud) | Pay Day | Oct 1, 2025 | $0.40 |
NVDA (jaynemesis) | Pay Day | Oct 2, 2025 | $0.01 |
NVDA (thomaspj) | Pay Day | Oct 2, 2025 | $0.01 |
 GAW.L (jaynemesis) | Pay Day | Oct 3, 2025 | $0.73 |
 CSCO (Richardstroud) | Ex-Dividend | Oct 3, 2025 | $0.41 |
 INTU (jaynemesis) | Ex-Dividend | Oct 9, 2025 | $1.20 |
0968.HK | Pay Day | Oct 10, 2025 | $0.00 |
0968.HK (jaynemesis) | Pay Day | Oct 10, 2025 | $0.00 |
0968.HK (Richardstroud) | Pay Day | Oct 10, 2025 | $0.00 |
GRG.L (Richardstroud) | Pay Day | Oct 10, 2025 | $0.25 |
 DGE.L (Richardstroud) | Ex-Dividend | Oct 16, 2025 | $0.84 |
INTU (jaynemesis) | Pay Day | Oct 17, 2025 | $1.20 |
CSCO (Richardstroud) | Pay Day | Oct 22, 2025 | $0.41 |
DGE.L (Richardstroud) | Pay Day | Dec 4, 2025 | $0.84 |
Performance Metrics
Score 2.7/10
Beta
0.9
0.9
0
0.8
1.2
0
2
Sharpe Ratio
0.09
0.09
0
0.5
1
1.5
1.5
Sortino Ratio
0.13
0.13
0
1
2
3
3
Jensen's Alpha
-7.88
-7.88
-8
0
2
4.5
4.5
Omega Ratio
0.5
0.5
0
1
1.5
2.5
2.5
Treynor Ratio
0.13
0.13
0
0.75
1.25
2
2
Information Ratio
-0.98
-0.98
-1
0.3
0.6
1
1
Calmar Ratio
0.09
0.09
0
0.3
0.6
1
1
Beta
0.9
0.9
0
0.8
1.2
0
2
Sharpe Ratio
0.09
0.09
0
0.5
1
1.5
1.5
Sortino Ratio
0.13
0.13
0
1
2
3
3
Jensen's Alpha
-7.88
-7.88
-8
0
2
4.5
4.5
Omega Ratio
0.5
0.5
0
1
1.5
2.5
2.5
Treynor Ratio
0.13
0.13
0
0.75
1.25
2
2
Information Ratio
-0.98
-0.98
-1
0.3
0.6
1
1
Calmar Ratio
0.09
0.09
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
25.9
High:
GOOG
24.78GOOGLow:
0968.HK
-146.060968.HKDetails
PEG Ratio
-20.52
High:GOOG
71.79GOOGLow:
BRZE
-129.3BRZEDetails
Price/Book
7.35
High:GOOG
7.76GOOGLow:
PBF
0.64PBFDetails
Price/Sales
6.09
High:GOOG
7.65GOOGLow:PBF
0.11PBFDetails
Price/CF
15.79
High:BRZE
80.96BRZELow:
SBSW
4.57SBSWDetails
Price/FCF
38.08
High:SBSW
628.26SBSWLow:
JAZZ
5.13JAZZDetails
P/E Ratio
25.9
High:GOOG
24.78GOOGLow:0968.HK
-146.060968.HKDetails
PEG Ratio
-20.52
High:GOOG
71.79GOOGLow:BRZE
-129.3BRZEDetails
Price/Book
7.35
High:GOOG
7.76GOOGLow:PBF
0.64PBFDetails
Price/Sales
6.09
High:GOOG
7.65GOOGLow:PBF
0.11PBFDetails
Price/CF
15.79
High:BRZE
80.96BRZELow:SBSW
4.57SBSWDetails
Price/FCF
38.08
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 |