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+0.77%
Today
+1.96%
This Month
+14.82%
Year To Date
+19.16%
2 Years
+19.16%
5 Years
+10.53%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading73.68%
- 💵 Cash21.53%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE30.28%
- 🇺🇸 Nasdaq13.31%
- 🇺🇸 Chicago Board Options Exchange10.47%
- 🇬🇧 LSE9.08%
- 🇳🇱 Euronext Amsterdam5.34%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States25.72%
- 🇨🇳 China5.42%
- 🇳🇱 Netherlands5.34%
- 🇬🇧 United Kingdom4.04%
Dividends
Dividend Yield
1.02%
1 out of 1 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: RomainSoyard (1.38%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 RomainSoyard | 1.02% | 1.38% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 COST (RomainSoyard) | Ex-Dividend | Aug 1, 2025 | $1.30 |
COST (RomainSoyard) | Pay Day | Aug 15, 2025 | $1.30 |
 LMT (RomainSoyard) | Ex-Dividend | Sep 2, 2025 | $3.30 |
LMT (RomainSoyard) | Pay Day | Sep 26, 2025 | $3.30 |
 DBA (RomainSoyard) | Pay Day | Dec 27, 2025 | $1.08 |
Performance Metrics
Score 4.4/10
Beta
0.34
0.34
0
0.8
1.2
0
2
Sharpe Ratio
0.63
0.63
0
0.5
1
1.5
1.5
Sortino Ratio
1.16
1.16
0
1
2
3
3
Jensen's Alpha
-1.73
-1.73
-2
0
2
4.5
4.5
Omega Ratio
0.35
0.35
0
1
1.5
2.5
2.5
Treynor Ratio
1.23
1.23
0
0.75
1.25
2
2
Information Ratio
-1.38
-1.38
-2
0.3
0.6
1
1
Calmar Ratio
3.17
3.17
0
0.3
0.6
4
4
Beta
0.34
0.34
0
0.8
1.2
0
2
Sharpe Ratio
0.63
0.63
0
0.5
1
1.5
1.5
Sortino Ratio
1.16
1.16
0
1
2
3
3
Jensen's Alpha
-1.73
-1.73
-2
0
2
4.5
4.5
Omega Ratio
0.35
0.35
0
1
1.5
2.5
2.5
Treynor Ratio
1.23
1.23
0
0.75
1.25
2
2
Information Ratio
-1.38
-1.38
-2
0.3
0.6
1
1
Calmar Ratio
3.17
3.17
0
0.3
0.6
4
4
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
N/A
Details
PEG Ratio
N/A
Details
Price/Book
N/A
Details
Price/Sales
N/A
Details
Price/CF
N/A
Details
Price/FCF
N/A
Details
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-3.09% | Mar 2025 | Apr 2025 | 1 |
-2.76% | Aug 2024 | Jan 2025 | 5 |
-2.4% | Apr 2024 | May 2024 | 1 |
-0.98% | Jun 2024 | Jul 2024 | 1 |
-0.04% | Dec 2023 | Jan 2024 | 1 |