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+0.22%
Today
+1.14%
This Month
+4.46%
Year To Date
+17.53%
2 Years
-17.5%
5 Years
-4.89%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🧬 Health Technology36.54%
- 💻 Electronic Technology25.5%
- 💵 Cash11.73%
- 🖥️ Technology Services6.62%
- 👥 Copy Trading5.44%
- 🏥 Health Services5.06%
- 📊 ETFs3.19%
- 💇♀️ Consumer Services2.73%
- ⛏️ Energy Minerals1.73%
- 🛍️ Retail Trade0.85%
- 📡 Communications0.34%
- 🪨 Non Energy Minerals0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE50.46%
- 🇺🇸 Nasdaq27.4%
- 🇭🇰 Hong Kong Exchanges6.21%
- 🇸🇦 Tadawul1.66%
- 🇫🇷 Euronext Paris0.63%
- 🇩🇪 Xetra ETFs0.57%
- 🇳🇱 Euronext Amsterdam0.39%
- 🇮🇹 Borsa Italiana0.34%
- 🌍 Digital Currency0.26%
- 🇬🇧 LSE0.09%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States48.76%
- 🇩🇰 Denmark17.88%
- 🇹🇼 Taiwan6.66%
- 🇨🇳 China6.21%
- 🇸🇦 Saudi Arabia1.66%
- 🇧🇲 Bermuda0.85%
- 🇫🇷 France0.63%
- 🇮🇹 Italy0.53%
- 🇷🇺 Russia0.43%
- 🇳🇱 Netherlands0.39%
Dividends
Dividend Yield
2.12%
22 out of 23 instruments pay dividend.
5 dividend payments in the next 30 days.
Highest Dividend: $SVSTL.L (2546.05%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 PFE | 0.87% | 7.02% | $1.66 |
 NVO | 0.33% | 1.83% | $0.98 |
 UNH | 0.15% | 3.02% | $7.74 |
 00285.HK | 0.12% | 1.86% | $0.59 |
 SAOC | 0.11% | 6.74% | $1.87 |
 CMCSA | 0.1% | 3.66% | $1.2 |
 MRK | 0.09% | 4.04% | $3.04 |
 TSM | 0.06% | 0.96% | $1.74 |
 SVSTL.L | 0.05% | 2546.05% | - |
 OGZDL.L | 0.05% | 67.74% | - |
 robchamow | 0.04% | 0.75% | - |
 MNODL.L | 0.04% | 473.72% | - |
 GOOG | 0.02% | 0.42% | $0.2 |
 WST | 0.02% | 0.4% | $0.8 |
 MBT | 0.02% | 4.44% | - |
 SMH | 0.01% | 0.45% | - |
 AAPL | 0.01% | 0.48% | $0.97 |
 SIG | 0.01% | 1.48% | $1.04 |
 GOOGL | 0% | 0.43% | $0.2 |
 LKOD.L | 0% | 76.06% | - |
 WDC | 0% | 0.15% | - |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
CMCSA | Pay Day | Jul 23, 2025 | $0.33 |
PFE | Ex-Dividend | Jul 25, 2025 | $0.43 |
SIG | Ex-Dividend | Jul 25, 2025 | $0.32 |
 ASML.NV (robchamow) | Ex-Dividend | Jul 28, 2025 | $1.87 |
WST | Ex-Dividend | Jul 30, 2025 | $0.21 |
WST | Pay Day | Aug 6, 2025 | $0.21 |
ASML.NV (robchamow) | Pay Day | Aug 6, 2025 | $1.87 |
 AXP (robchamow) | Pay Day | Aug 8, 2025 | $0.82 |
 MA (robchamow) | Pay Day | Aug 8, 2025 | $0.76 |
 MSFT (robchamow) | Ex-Dividend | Aug 21, 2025 | $0.83 |
SIG | Pay Day | Aug 22, 2025 | $0.32 |
PFE | Pay Day | Sep 2, 2025 | $0.43 |
MSFT (robchamow) | Pay Day | Sep 11, 2025 | $0.83 |
TSM | Ex-Dividend | Sep 16, 2025 | $0.82 |
TSM (robchamow) | Ex-Dividend | Sep 16, 2025 | $0.82 |
TSM | Pay Day | Oct 9, 2025 | $0.82 |
TSM (robchamow) | Pay Day | Oct 9, 2025 | $0.82 |
SMH | Pay Day | Dec 24, 2025 | $0.00 |
Performance Metrics
Score 2.2/10
Beta
0.98
0.98
0
0.8
1.2
0
2
Sharpe Ratio
-0.35
-0.35
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.45
-0.45
-1
1
2
3
3
Jensen's Alpha
-13.46
-13.46
-14
0
2
4.5
4.5
Omega Ratio
0.34
0.34
0
1
1.5
2.5
2.5
Treynor Ratio
-0.6
-0.6
-1
0.75
1.25
2
2
Information Ratio
-1.21
-1.21
-2
0.3
0.6
1
1
Calmar Ratio
-0.11
-0.11
-1
0.3
0.6
1
1
Beta
0.98
0.98
0
0.8
1.2
0
2
Sharpe Ratio
-0.35
-0.35
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.45
-0.45
-1
1
2
3
3
Jensen's Alpha
-13.46
-13.46
-14
0
2
4.5
4.5
Omega Ratio
0.34
0.34
0
1
1.5
2.5
2.5
Treynor Ratio
-0.6
-0.6
-1
0.75
1.25
2
2
Information Ratio
-1.21
-1.21
-2
0.3
0.6
1
1
Calmar Ratio
-0.11
-0.11
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
31.5
High:
SIG
88.81SIGLow:
SVSTL.L
0.01SVSTL.LDetails
PEG Ratio
90.84
High:
00285.HK
395.5800285.HKLow:SVSTL.L
0SVSTL.LDetails
Price/Book
11.83
High:
NVDA
50.15NVDALow:
LKOD.L
0.01LKOD.LDetails
Price/Sales
7.96
High:NVDA
28.57NVDALow:00285.HK
0.3900285.HKDetails
Price/CF
21.93
High:NVDA
35.87NVDALow:
MNODL.L
0.75MNODL.LDetails
Price/FCF
37.82
High:
SAOC
326.13SAOCLow:SIG
7.51SIGDetails
P/E Ratio
31.5
High:SIG
88.81SIGLow:SVSTL.L
0.01SVSTL.LDetails
PEG Ratio
90.84
High:00285.HK
395.5800285.HKLow:SVSTL.L
0SVSTL.LDetails
Price/Book
11.83
High:NVDA
50.15NVDALow:LKOD.L
0.01LKOD.LDetails
Price/Sales
7.96
High:NVDA
28.57NVDALow:00285.HK
0.3900285.HKDetails
Price/CF
21.93
High:NVDA
35.87NVDALow:MNODL.L
0.75MNODL.LDetails
Price/FCF
37.82
High:SAOC
326.13SAOCLow:SIG
7.51SIGDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-48% | Nov 2021 | - | 45 |