Loading...
+0.06%
Today
+0.84%
This Month
-2.94%
Year To Date
+23.14%
2 Years
+56.56%
5 Years
+10.36%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading74.62%
- 💵 Cash3.94%
- 🪨 Non Energy Minerals0.01%
- 🚚 Transportation0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq28.32%
- 🇺🇸 NYSE26.42%
- 🇨🇭 SIX2.3%
- 🌍 FX2.01%
- 🌍 Digital Currency1.73%
- 🇪🇸 Bolsa De Madrid1.63%
- 🇫🇷 Euronext Paris1.54%
- 🇩🇰 Copenhagen Stock Exchange1.47%
- 🇩🇪 FRA1.36%
- 🇭🇰 Hong Kong Exchanges1.2%
- 🇺🇸 Chicago Board Options Exchange1.16%
- 🇮🇹 Borsa Italiana1.07%
- 🌍 CFD0.94%
- 🇬🇧 LSE0.86%
- 🇦🇪 Dubai Financial Market0.36%
- 🇸🇪 Stockholm Stock Exchange0.28%
- 🇳🇴 Oslo Stock Exchange0.24%
- 🇫🇮 Helsinki Stock Exchange0.18%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States39.35%
- 🇨🇭 Switzerland2.92%
- 🇮🇪 Ireland2.49%
- 🇹🇼 Taiwan2.3%
- 🇬🇧 United Kingdom2.05%
- 🇪🇸 Spain1.63%
- 🇫🇷 France1.54%
- 🇨🇳 China1.53%
- 🇩🇰 Denmark1.47%
- 🇩🇪 Germany1.36%
- 🇱🇺 Luxembourg1.16%
- 🇮🇹 Italy1.07%
- 🇯🇵 Japan0.92%
- 🇺🇾 Uruguay0.75%
- 🇨🇦 Canada0.56%
- 🇳🇱 Netherlands0.54%
- 🇰🇾 Cayman Islands0.42%
- 🇮🇱 Israel0.37%
- 🇸🇪 Sweden0.28%
- 🇳🇴 Norway0.24%
- 🇫🇮 Finland0.18%
- 🇰🇷 South Korea0.08%
- 🇧🇷 Brazil0.08%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
0.8%
7 out of 9 instruments pay dividend.
29 dividend payments in the next 30 days.
Highest Dividend: JeppeKirkBonde (1.61%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 JeppeKirkBonde | 0.31% | 1.61% | - |
 jaynemesis | 0.22% | 1.02% | - |
 CPHequities | 0.12% | 0.71% | - |
 rubymza | 0.09% | 1.19% | - |
 Alderique | 0.05% | 1.31% | - |
 AlexandruCinca | 0.02% | 0.56% | - |
 SCCO | 0% | -2.84% | $-3.76 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 JPM (JeppeKirkBonde) | Pay Day | Apr 30, 2025 | $1.40 |
JPM (rubymza) | Pay Day | Apr 30, 2025 | $1.40 |
 CALM (Alderique) | Ex-Dividend | Apr 30, 2025 | $3.46 |
 BAYN.DE (Alderique) | Pay Day | Apr 30, 2025 | $0.12 |
 FCX (JeppeKirkBonde) | Pay Day | May 1, 2025 | $0.15 |
SCCO | Ex-Dividend | May 2, 2025 | -$0.70 |
 COST (jaynemesis) | Ex-Dividend | May 2, 2025 | $1.30 |
 DELL (rubymza) | Pay Day | May 2, 2025 | $0.52 |
COST (Alderique) | Ex-Dividend | May 2, 2025 | $1.30 |
 CARR (Alderique) | Ex-Dividend | May 2, 2025 | $0.22 |
 KER.PA (JeppeKirkBonde) | Ex-Dividend | May 5, 2025 | $4.13 |
 ETN (jaynemesis) | Ex-Dividend | May 5, 2025 | $1.04 |
 C (rubymza) | Ex-Dividend | May 5, 2025 | $0.56 |
 ORK.OL (JeppeKirkBonde) | Pay Day | May 6, 2025 | $0.57 |
 ASML (JeppeKirkBonde) | Pay Day | May 6, 2025 | $1.92 |
 HUH1V.HE (Alderique) | Pay Day | May 6, 2025 | $0.58 |
KER.PA (JeppeKirkBonde) | Pay Day | May 7, 2025 | $4.13 |
 EQT (JeppeKirkBonde) | Ex-Dividend | May 7, 2025 | $0.16 |
 GAW.L (jaynemesis) | Pay Day | May 7, 2025 | $1.29 |
 FINV (CPHequities) | Pay Day | May 7, 2025 | $0.28 |
 RNO.PA (AlexandruCinca) | Ex-Dividend | May 8, 2025 | $2.30 |
 PFE (AlexandruCinca) | Ex-Dividend | May 9, 2025 | $0.43 |
PFE (Alderique) | Ex-Dividend | May 9, 2025 | $0.43 |
 MA (Alderique) | Pay Day | May 9, 2025 | $0.76 |
MA (CPHequities) | Pay Day | May 9, 2025 | $0.76 |
 NHY.OL (JeppeKirkBonde) | Ex-Dividend | May 12, 2025 | $2.25 |
RNO.PA (AlexandruCinca) | Pay Day | May 12, 2025 | $2.30 |
 VIE.PA (jaynemesis) | Ex-Dividend | May 12, 2025 | $1.47 |
 NUE (jaynemesis) | Pay Day | May 12, 2025 | $0.55 |
VIE.PA (jaynemesis) | Pay Day | May 14, 2025 | $1.47 |
 PUK (rubymza) | Pay Day | May 14, 2025 | $0.33 |
 MSFT (JeppeKirkBonde) | Ex-Dividend | May 15, 2025 | $0.83 |
MSFT (AlexandruCinca) | Ex-Dividend | May 15, 2025 | $0.83 |
MSFT (jaynemesis) | Ex-Dividend | May 15, 2025 | $0.83 |
MSFT (rubymza) | Ex-Dividend | May 15, 2025 | $0.83 |
MSFT (Alderique) | Ex-Dividend | May 15, 2025 | $0.83 |
 PG (Alderique) | Pay Day | May 15, 2025 | $1.06 |
CALM (Alderique) | Pay Day | May 15, 2025 | $3.46 |
 KR (Alderique) | Ex-Dividend | May 15, 2025 | $0.32 |
MSFT (CPHequities) | Ex-Dividend | May 15, 2025 | $0.83 |
 0700.HK (JeppeKirkBonde) | Ex-Dividend | May 16, 2025 | $0.58 |
COST (jaynemesis) | Pay Day | May 16, 2025 | $1.30 |
COST (Alderique) | Pay Day | May 16, 2025 | $1.30 |
0700.HK (Alderique) | Ex-Dividend | May 16, 2025 | $0.58 |
SCCO | Pay Day | May 19, 2025 | -$0.70 |
 VRSN (Alderique) | Ex-Dividend | May 19, 2025 | $0.77 |
NHY.OL (JeppeKirkBonde) | Pay Day | May 20, 2025 | $2.25 |
 HAS (JeppeKirkBonde) | Ex-Dividend | May 21, 2025 | $0.70 |
 ML.PA (Alderique) | Ex-Dividend | May 21, 2025 | $1.43 |
CARR (Alderique) | Pay Day | May 22, 2025 | $0.22 |
 AMAT (CPHequities) | Ex-Dividend | May 22, 2025 | $0.46 |
ETN (jaynemesis) | Pay Day | May 23, 2025 | $1.04 |
C (rubymza) | Pay Day | May 23, 2025 | $0.56 |
ML.PA (Alderique) | Pay Day | May 23, 2025 | $1.43 |
 FAST (Alderique) | Pay Day | May 23, 2025 | $0.44 |
VRSN (Alderique) | Pay Day | May 28, 2025 | $0.77 |
 GS (JeppeKirkBonde) | Ex-Dividend | May 30, 2025 | $3.00 |
0700.HK (JeppeKirkBonde) | Pay Day | May 30, 2025 | $0.58 |
GS (rubymza) | Ex-Dividend | May 30, 2025 | $3.00 |
 TSN (Alderique) | Ex-Dividend | May 30, 2025 | $0.50 |
0700.HK (Alderique) | Pay Day | May 30, 2025 | $0.58 |
KR (Alderique) | Pay Day | Jun 1, 2025 | $0.32 |
EQT (JeppeKirkBonde) | Pay Day | Jun 2, 2025 | $0.16 |
 QFIN (AlexandruCinca) | Pay Day | Jun 2, 2025 | $0.70 |
HAS (JeppeKirkBonde) | Pay Day | Jun 4, 2025 | $0.70 |
 TT (jaynemesis) | Ex-Dividend | Jun 6, 2025 | $0.94 |
 GOOGL (JeppeKirkBonde) | Ex-Dividend | Jun 9, 2025 | $0.21 |
 GOOG (AlexandruCinca) | Ex-Dividend | Jun 9, 2025 | $0.21 |
GOOG (jaynemesis) | Ex-Dividend | Jun 9, 2025 | $0.21 |
GOOG (rubymza) | Ex-Dividend | Jun 9, 2025 | $0.21 |
GOOG (Alderique) | Ex-Dividend | Jun 9, 2025 | $0.21 |
GOOG (CPHequities) | Ex-Dividend | Jun 9, 2025 | $0.21 |
MSFT (JeppeKirkBonde) | Pay Day | Jun 12, 2025 | $0.83 |
 TSM (JeppeKirkBonde) | Ex-Dividend | Jun 12, 2025 | $0.68 |
MSFT (AlexandruCinca) | Pay Day | Jun 12, 2025 | $0.83 |
MSFT (jaynemesis) | Pay Day | Jun 12, 2025 | $0.83 |
MSFT (rubymza) | Pay Day | Jun 12, 2025 | $0.83 |
TSM (rubymza) | Ex-Dividend | Jun 12, 2025 | $0.68 |
MSFT (Alderique) | Pay Day | Jun 12, 2025 | $0.83 |
MSFT (CPHequities) | Pay Day | Jun 12, 2025 | $0.83 |
AMAT (CPHequities) | Pay Day | Jun 12, 2025 | $0.46 |
TSM (CPHequities) | Ex-Dividend | Jun 12, 2025 | $0.68 |
PFE (AlexandruCinca) | Pay Day | Jun 13, 2025 | $0.43 |
PFE (Alderique) | Pay Day | Jun 13, 2025 | $0.43 |
TSN (Alderique) | Pay Day | Jun 13, 2025 | $0.50 |
GOOGL (JeppeKirkBonde) | Pay Day | Jun 16, 2025 | $0.21 |
GOOG (AlexandruCinca) | Pay Day | Jun 16, 2025 | $0.21 |
 GRMN (AlexandruCinca) | Ex-Dividend | Jun 16, 2025 | $0.90 |
GOOG (jaynemesis) | Pay Day | Jun 16, 2025 | $0.21 |
GRMN (jaynemesis) | Ex-Dividend | Jun 16, 2025 | $0.90 |
GOOG (rubymza) | Pay Day | Jun 16, 2025 | $0.21 |
GOOG (Alderique) | Pay Day | Jun 16, 2025 | $0.21 |
GOOG (CPHequities) | Pay Day | Jun 16, 2025 | $0.21 |
 EEM (AlexandruCinca) | Pay Day | Jun 17, 2025 | $0.00 |
 EFA (AlexandruCinca) | Pay Day | Jun 17, 2025 | $0.00 |
 EWZ (AlexandruCinca) | Pay Day | Jun 17, 2025 | $0.91 |
 EWW (AlexandruCinca) | Pay Day | Jun 17, 2025 | $0.00 |
 IDEV (AlexandruCinca) | Pay Day | Jun 17, 2025 | $0.00 |
 ACWI (AlexandruCinca) | Pay Day | Jun 17, 2025 | $0.00 |
 LDO.MI (CPHequities) | Ex-Dividend | Jun 23, 2025 | $0.56 |
 DIS (Alderique) | Ex-Dividend | Jun 24, 2025 | $0.50 |
LDO.MI (CPHequities) | Pay Day | Jun 25, 2025 | $0.56 |
GS (JeppeKirkBonde) | Pay Day | Jun 27, 2025 | $3.00 |
GRMN (AlexandruCinca) | Pay Day | Jun 27, 2025 | $0.90 |
GRMN (jaynemesis) | Pay Day | Jun 27, 2025 | $0.90 |
GS (rubymza) | Pay Day | Jun 27, 2025 | $3.00 |
TT (jaynemesis) | Pay Day | Jun 30, 2025 | $0.94 |
 SQQQ (jaynemesis) | Pay Day | Jul 3, 2025 | $0.00 |
TSM (JeppeKirkBonde) | Pay Day | Jul 10, 2025 | $0.68 |
TSM (rubymza) | Pay Day | Jul 10, 2025 | $0.68 |
TSM (CPHequities) | Pay Day | Jul 10, 2025 | $0.68 |
DIS (Alderique) | Pay Day | Jul 23, 2025 | $0.50 |
 INDA (JeppeKirkBonde) | Pay Day | Dec 20, 2025 | $0.40 |
INDA (CPHequities) | Pay Day | Dec 20, 2025 | $0.40 |
 GDX (AlexandruCinca) | Pay Day | Dec 24, 2025 | $0.40 |
 GDXJ (AlexandruCinca) | Pay Day | Dec 24, 2025 | $0.00 |
Performance Metrics
Score 4.8/10
Beta
0.83
0.83
0
0.8
1.2
0
2
Sharpe Ratio
0.52
0.52
0
0.5
1
1.5
1.5
Sortino Ratio
0.83
0.83
0
1
2
3
3
Jensen's Alpha
0.26
0.26
-2
0
2
4.5
4.5
Omega Ratio
0.89
0.89
0
1
1.5
2.5
2.5
Treynor Ratio
0.85
0.85
0
0.75
1.25
2
2
Information Ratio
-0.16
-0.16
-1
0.3
0.6
1
1
Calmar Ratio
0.3
0.3
0
0.3
0.6
1
1
Beta
0.83
0.83
0
0.8
1.2
0
2
Sharpe Ratio
0.52
0.52
0
0.5
1
1.5
1.5
Sortino Ratio
0.83
0.83
0
1
2
3
3
Jensen's Alpha
0.26
0.26
-2
0
2
4.5
4.5
Omega Ratio
0.89
0.89
0
1
1.5
2.5
2.5
Treynor Ratio
0.85
0.85
0
0.75
1.25
2
2
Information Ratio
-0.16
-0.16
-1
0.3
0.6
1
1
Calmar Ratio
0.3
0.3
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
21.75
High:
03690.HK
22.7803690.HKLow:
SCCO
20.74SCCODetails
PEG Ratio
26.7
High:SCCO
38.88SCCOLow:03690.HK
11.5403690.HKDetails
Price/Book
5.54
High:SCCO
7.81SCCOLow:03690.HK
4.3703690.HKDetails
Price/Sales
3.21
High:SCCO
6.22SCCOLow:03690.HK
2.2203690.HKDetails
Price/CF
15.62
High:SCCO
16.52SCCOLow:03690.HK
14.8703690.HKDetails
Price/FCF
77.61
High:03690.HK
387.8103690.HKLow:SCCO
41.61SCCODetails
P/E Ratio
21.75
High:03690.HK
22.7803690.HKLow:SCCO
20.74SCCODetails
PEG Ratio
26.7
High:SCCO
38.88SCCOLow:03690.HK
11.5403690.HKDetails
Price/Book
5.54
High:SCCO
7.81SCCOLow:03690.HK
4.3703690.HKDetails
Price/Sales
3.21
High:SCCO
6.22SCCOLow:03690.HK
2.2203690.HKDetails
Price/CF
15.62
High:SCCO
16.52SCCOLow:03690.HK
14.8703690.HKDetails
Price/FCF
77.61
High:03690.HK
387.8103690.HKLow:SCCO
41.61SCCODetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-33.12% | Nov 2021 | - | 42 |
-21.82% | Feb 2018 | Jan 2020 | 23 |
-8.85% | Feb 2020 | May 2020 | 3 |
-5.24% | Sep 2021 | Oct 2021 | 1 |
-2.85% | Sep 2020 | Nov 2020 | 2 |
-1.22% | Sep 2017 | Oct 2017 | 1 |
-0.57% | Jul 2021 | Aug 2021 | 1 |
-0.07% | Mar 2021 | Apr 2021 | 1 |
-0.03% | May 2021 | Jun 2021 | 1 |