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+7%
This Month
+0.49%
Year To Date
+55.86%
2 Years
+68.11%
5 Years
+443.12%
10 Years
+16.95%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology75.88%
- 💰 Finance16.41%
- 👥 Copy Trading7.38%
- 💵 Cash0.26%
- 🪙 Cryptocurrencies0.14%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE66.65%
- 🇺🇸 Nasdaq18.68%
- 🇬🇧 LSE12.99%
- 🇨🇭 SIX0.23%
- 🇩🇪 FRA0.16%
- 🌍 Digital Currency0.15%
- 🇪🇸 Bolsa De Madrid0.1%
- 🇳🇱 Euronext Amsterdam0.07%
- 🇭🇰 Hong Kong Exchanges0.06%
- 🇦🇪 Dubai Financial Market0.06%
- 🇺🇸 Chicago Board Options Exchange0.06%
- 🇩🇰 Copenhagen Stock Exchange0.06%
- 🇫🇷 Euronext Paris0.05%
- 🇸🇪 Stockholm Stock Exchange0.05%
- 🇳🇴 Oslo Stock Exchange0.03%
- 🇫🇮 Helsinki Stock Exchange0.02%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States84.69%
- 🇬🇧 United Kingdom12.89%
- 🇹🇼 Taiwan0.4%
- 🇨🇭 Switzerland0.23%
- 🇩🇪 Germany0.16%
- 🇨🇦 Canada0.12%
- 🇨🇳 China0.11%
- 🇳🇱 Netherlands0.11%
- 🇪🇸 Spain0.1%
- 🇩🇰 Denmark0.06%
- 🇫🇷 France0.05%
- 🇸🇪 Sweden0.05%
- 🇳🇴 Norway0.03%
- 🇰🇷 South Korea0.03%
- 🇫🇮 Finland0.02%
- 🇮🇱 Israel0.02%
- 🇱🇺 Luxembourg0.01%
- 🇧🇷 Brazil0.01%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
0.56%
4 out of 10 instruments pay dividend.
6 dividend payments in the next 30 days.
Highest Dividend: $NWG.L (4.05%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 NWG.L | 0.51% | 4.05% | $0.17 |
 JeppeKirkBonde | 0.03% | 1% | - |
 thomaspj | 0.02% | 0.77% | - |
 MrMagoon | 0.01% | 0.41% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 MSFT (JeppeKirkBonde) | Pay Day | Dec 11, 2025 | $0.91 |
 TSM (JeppeKirkBonde) | Ex-Dividend | Dec 11, 2025 | $0.84 |
MSFT (thomaspj) | Pay Day | Dec 11, 2025 | $0.91 |
TSM (MrMagoon) | Ex-Dividend | Dec 11, 2025 | $0.84 |
 INDA (JeppeKirkBonde) | Pay Day | Dec 20, 2025 | $0.00 |
 LMT (JeppeKirkBonde) | Pay Day | Dec 30, 2025 | $3.45 |
 GS (JeppeKirkBonde) | Pay Day | Dec 30, 2025 | $4.00 |
GS (thomaspj) | Pay Day | Dec 30, 2025 | $4.00 |
TSM (JeppeKirkBonde) | Pay Day | Jan 8, 2026 | $0.84 |
TSM (MrMagoon) | Pay Day | Jan 8, 2026 | $0.84 |
Performance Metrics
Score 6.2/10
Beta
1.05
1.05
0
0.8
1.2
0
2
Sharpe Ratio
0.57
0.57
0
0.5
1
1.5
1.5
Sortino Ratio
1.11
1.11
0
1
2
3
3
Jensen's Alpha
8.2
8.2
-2
0
2
9
9
Omega Ratio
1.27
1.27
0
1
1.5
2.5
2.5
Treynor Ratio
1.58
1.58
0
0.75
1.25
2
2
Information Ratio
0.27
0.27
0
0.3
0.6
1
1
Calmar Ratio
0.39
0.39
0
0.3
0.6
1
1
Beta
1.05
1.05
0
0.8
1.2
0
2
Sharpe Ratio
0.57
0.57
0
0.5
1
1.5
1.5
Sortino Ratio
1.11
1.11
0
1
2
3
3
Jensen's Alpha
8.2
8.2
-2
0
2
9
9
Omega Ratio
1.27
1.27
0
1
1.5
2.5
2.5
Treynor Ratio
1.58
1.58
0
0.75
1.25
2
2
Information Ratio
0.27
0.27
0
0.3
0.6
1
1
Calmar Ratio
0.39
0.39
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
43.22
High:
COIN
23.35COINLow:
RGTI
-21.62RGTIDetails
PEG Ratio
-44.45
High:
NWG.L
35.75NWG.LLow:
ACHR
-65.16ACHRDetails
Price/Book
2.09
High:RGTI
24.59RGTILow:NWG.L
1.36NWG.LDetails
Price/Sales
2.4
High:RGTI
1,219.17RGTILow:ACHR
-ACHRDetails
Price/CF
32.62
High:COIN
32.62COINLow:COIN
32.62COINDetails
Price/FCF
32.62
High:COIN
32.62COINLow:COIN
32.62COINDetails
P/E Ratio
43.22
High:COIN
23.35COINLow:RGTI
-21.62RGTIDetails
PEG Ratio
-44.45
High:NWG.L
35.75NWG.LLow:ACHR
-65.16ACHRDetails
Price/Book
2.09
High:RGTI
24.59RGTILow:NWG.L
1.36NWG.LDetails
Price/Sales
2.4
High:RGTI
1,219.17RGTILow:ACHR
-ACHRDetails
Price/CF
32.62
High:COIN
32.62COINLow:COIN
32.62COINDetails
Price/FCF
32.62
High:COIN
32.62COINLow:COIN
32.62COINDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-45.53% | Dec 2021 | Nov 2024 | 35 |
-27.32% | Feb 2018 | Jun 2019 | 16 |
-26% | Nov 2025 | - | 2 |
-21.67% | Dec 2024 | Jun 2025 | 6 |
-19.1% | May 2021 | Oct 2021 | 5 |
-17.82% | Jul 2019 | Jul 2020 | 12 |
-12.05% | Jul 2025 | Oct 2025 | 3 |
-7.8% | Sep 2017 | Oct 2017 | 1 |
-6.93% | Mar 2015 | Nov 2015 | 8 |
-6.37% | Sep 2020 | Nov 2020 | 2 |
-2.78% | Jul 2017 | Aug 2017 | 1 |
-1.85% | Dec 2015 | Oct 2016 | 10 |
-1.82% | Dec 2016 | Mar 2017 | 3 |