Loading...
+3.51%
This Month
+3.86%
Year To Date
+32.04%
2 Years
+59.9%
5 Years
+79.04%
10 Years
+13.55%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading19.25%
- 🍞 Consumer Non Durables17.46%
- 🧩 Miscellaneous12.16%
- 💰 Finance9.51%
- 📡 Communications8.16%
- 📊 ETFs7.82%
- 💻 Electronic Technology5.63%
- 🖥️ Technology Services4.29%
- 💵 Cash4.25%
- 🚚 Transportation4.08%
- 🧬 Health Technology3.05%
- 🏥 Health Services1.5%
- 🧪 Process Industries1.35%
- 💇♀️ Consumer Services1.11%
- 💼 Commercial Services0.47%
- 🛍️ Retail Trade0.14%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE60.73%
- 🇺🇸 Nasdaq15.15%
- 🇬🇧 LSE10.51%
- 🇨🇭 SIX2.17%
- 🇳🇴 Oslo Stock Exchange2.13%
- 🇫🇷 Euronext Paris1.63%
- 🇦🇺 Sydney1%
- 🌍 Digital Currency0.03%
- Regular Trading Hours - RTH0.02%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States45.83%
- 🇬🇧 United Kingdom10.51%
- 🇨🇭 Switzerland3.53%
- 🇳🇱 Netherlands2.7%
- 🇳🇴 Norway2.13%
- 🇫🇷 France1.63%
- 🇦🇺 Australia1%
- 🇩🇰 Denmark0.93%
- 🇨🇦 Canada0.02%
Dividends
Dividend Yield
2.76%
21 out of 32 instruments pay dividend.
8 dividend payments in the next 30 days.
Highest Dividend: $AGNC (13.38%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 AGNC | 0.72% | 13.38% | $1.44 |
 MO | 0.55% | 6.51% | $3.92 |
 thomaspj | 0.34% | 1.85% | - |
 T | 0.29% | 4.24% | $1.11 |
 KO | 0.15% | 2.73% | $1.89 |
 SPY | 0.13% | 1.04% | - |
 NESN.ZU | 0.09% | 4.06% | $3 |
 AMCR | 0.08% | 6.26% | $0.5 |
 VZ | 0.08% | 5.94% | $2.66 |
 ABBV | 0.07% | 3.3% | $6.06 |
 UPS | 0.07% | 6.13% | $6.5 |
 HPQ | 0.05% | 6.01% | $1.1 |
 UNH | 0.04% | 2.72% | $7.74 |
 STZ | 0.04% | 2.56% | $3.68 |
 FLT.ASX | 0.03% | 3.49% | $0.28 |
 NVO | 0.03% | 3.04% | $0.98 |
 ASML | 0.01% | 0.51% | $5.57 |
 Dollarydoos | 0% | 0.36% | - |
 PYPL | 0% | 0.55% | - |
 NVDA | 0% | 0.02% | $0.02 |
 BAC | -0.02% | -2.04% | $-0.96 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
NESN.ZU | Pay Day | Apr 22, 2026 | $3.96 |
 RR.L (thomaspj) | Ex-Dividend | Apr 23, 2026 | $0.07 |
STZ | Ex-Dividend | Apr 29, 2026 | $1.03 |
AGNC | Ex-Dividend | Apr 30, 2026 | $0.12 |
MO | Pay Day | Apr 30, 2026 | $1.06 |
 JPM (thomaspj) | Pay Day | Apr 30, 2026 | $1.50 |
T | Pay Day | May 1, 2026 | $0.28 |
VZ | Pay Day | May 1, 2026 | $0.71 |
 C (thomaspj) | Ex-Dividend | May 4, 2026 | $0.60 |
AGNC | Pay Day | May 11, 2026 | $0.12 |
 EQNR.OL (thomaspj) | Ex-Dividend | May 13, 2026 | $0.39 |
STZ | Pay Day | May 14, 2026 | $1.03 |
ABBV | Pay Day | May 15, 2026 | $1.73 |
 MSFT (Dollarydoos) | Ex-Dividend | May 21, 2026 | $0.91 |
C (thomaspj) | Pay Day | May 22, 2026 | $0.60 |
EQNR.OL (thomaspj) | Pay Day | May 27, 2026 | $0.39 |
 GS (thomaspj) | Ex-Dividend | Jun 1, 2026 | $4.50 |
RR.L (thomaspj) | Pay Day | Jun 3, 2026 | $0.07 |
MSFT (Dollarydoos) | Pay Day | Jun 11, 2026 | $0.91 |
GS (thomaspj) | Pay Day | Jun 29, 2026 | $4.50 |
 TTE.PA (thomaspj) | Ex-Dividend | Jun 30, 2026 | $1.01 |
TTE.PA (thomaspj) | Pay Day | Jul 2, 2026 | $1.01 |
Performance Metrics
Score 4.5/10
Beta
1.33
1.33
0
0.8
1.2
0
2
Sharpe Ratio
0.38
0.38
0
0.5
1
1.5
1.5
Sortino Ratio
0.7
0.7
0
1
2
3
3
Jensen's Alpha
0.35
0.35
-2
0
2
4.5
4.5
Omega Ratio
1.14
1.14
0
1
1.5
2.5
2.5
Treynor Ratio
0.77
0.77
0
0.75
1.25
2
2
Information Ratio
0.13
0.13
0
0.3
0.6
1
1
Calmar Ratio
0.18
0.18
0
0.3
0.6
1
1
Beta
1.33
1.33
0
0.8
1.2
0
2
Sharpe Ratio
0.38
0.38
0
0.5
1
1.5
1.5
Sortino Ratio
0.7
0.7
0
1
2
3
3
Jensen's Alpha
0.35
0.35
-2
0
2
4.5
4.5
Omega Ratio
1.14
1.14
0
1
1.5
2.5
2.5
Treynor Ratio
0.77
0.77
0
0.75
1.25
2
2
Information Ratio
0.13
0.13
0
0.3
0.6
1
1
Calmar Ratio
0.18
0.18
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
28.35
High:
PANW
93.82PANWLow:
AKA.US
-3.67AKA.USDetails
PEG Ratio
67.97
High:NVO
209.07NVOLow:STZ
0.79STZDetails
Price/Book
10.46
High:NVDA
31.22NVDALow:ABBV
-112.66ABBVDetails
Price/Sales
6.15
High:NVDA
22.86NVDALow:AKA.US
0.19AKA.USDetails
Price/CF
22
High:
AMC
47.11AMCLow:
WIZZ.L
1.76WIZZ.LDetails
Price/FCF
45.63
High:AMCR
713.83AMCRLow:WIZZ.L
3.2WIZZ.LDetails
P/E Ratio
28.35
High:PANW
93.82PANWLow:AKA.US
-3.67AKA.USDetails
PEG Ratio
67.97
High:NVO
209.07NVOLow:STZ
0.79STZDetails
Price/Book
10.46
High:NVDA
31.22NVDALow:ABBV
-112.66ABBVDetails
Price/Sales
6.15
High:NVDA
22.86NVDALow:AKA.US
0.19AKA.USDetails
Price/CF
22
High:AMC
47.11AMCLow:WIZZ.L
1.76WIZZ.LDetails
Price/FCF
45.63
High:AMCR
713.83AMCRLow:WIZZ.L
3.2WIZZ.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-62.52% | Jan 2022 | - | 52 |
-8.59% | Sep 2021 | Oct 2021 | 1 |
-5.04% | Nov 2021 | Dec 2021 | 1 |