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+0.32%
Today
+0.11%
This Month
-5.53%
Year To Date
+11.82%
2 Years
+101.03%
5 Years
+20.47%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading73.95%
- 💵 Cash0.91%
- 🪙 Cryptocurrencies0.11%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq24.47%
- 🇺🇸 NYSE16.71%
- 🌍 Digital Currency9.76%
- 🇬🇧 LSE6.72%
- 🇨🇭 SIX1.06%
- 🇪🇸 Bolsa De Madrid1%
- 🇩🇪 FRA0.92%
- 🇺🇸 Chicago Board Options Exchange0.46%
- 🇩🇰 Copenhagen Stock Exchange0.41%
- 🇭🇰 Hong Kong Exchanges0.35%
- 🇦🇪 Dubai Financial Market0.34%
- 🇫🇷 Euronext Paris0.31%
- 🇸🇪 Stockholm Stock Exchange0.24%
- 🇳🇴 Oslo Stock Exchange0.21%
- 🇫🇮 Helsinki Stock Exchange0.12%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States38.04%
- 🇬🇧 United Kingdom6.26%
- 🇨🇭 Switzerland1.31%
- 🇹🇼 Taiwan1.14%
- 🇪🇸 Spain1%
- 🇩🇪 Germany0.92%
- 🇩🇰 Denmark0.57%
- 🇳🇱 Netherlands0.5%
- 🇨🇦 Canada0.47%
- 🇨🇳 China0.4%
- 🇯🇵 Japan0.32%
- 🇫🇷 France0.31%
- 🇸🇪 Sweden0.24%
- 🇳🇴 Norway0.21%
- 🇮🇱 Israel0.17%
- 🇱🇺 Luxembourg0.12%
- 🇫🇮 Finland0.12%
- 🇰🇷 South Korea0.08%
- 🇧🇷 Brazil0.07%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
0.57%
4 out of 7 instruments pay dividend.
16 dividend payments in the next 30 days.
Highest Dividend: JeppeKirkBonde (1.47%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 JeppeKirkBonde | 0.27% | 1.47% | - |
 thomaspj | 0.18% | 0.95% | - |
 Jenelleb123 | 0.09% | 0.81% | - |
 Four-Horsemen | 0.03% | 0.42% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 META (thomaspj) | Pay Day | Jun 26, 2025 | $0.52 |
META (Jenelleb123) | Pay Day | Jun 26, 2025 | $0.52 |
META (JeppeKirkBonde) | Pay Day | Jun 26, 2025 | $0.52 |
 GS (thomaspj) | Pay Day | Jun 27, 2025 | $3.00 |
GS (Jenelleb123) | Pay Day | Jun 27, 2025 | $3.00 |
 LMT (JeppeKirkBonde) | Pay Day | Jun 27, 2025 | $3.30 |
GS (JeppeKirkBonde) | Pay Day | Jun 27, 2025 | $3.00 |
 HST (JeppeKirkBonde) | Ex-Dividend | Jun 30, 2025 | $0.20 |
 LDOS (JeppeKirkBonde) | Pay Day | Jun 30, 2025 | $0.40 |
 AXP (thomaspj) | Ex-Dividend | Jul 3, 2025 | $0.82 |
 JPM (thomaspj) | Ex-Dividend | Jul 3, 2025 | $1.40 |
 NVDA (thomaspj) | Pay Day | Jul 3, 2025 | $0.01 |
AXP (Jenelleb123) | Ex-Dividend | Jul 3, 2025 | $0.82 |
JPM (Jenelleb123) | Ex-Dividend | Jul 3, 2025 | $1.40 |
NVDA (Jenelleb123) | Pay Day | Jul 3, 2025 | $0.01 |
NVDA (Four-Horsemen) | Pay Day | Jul 3, 2025 | $0.01 |
JPM (JeppeKirkBonde) | Ex-Dividend | Jul 3, 2025 | $1.40 |
NVDA (JeppeKirkBonde) | Pay Day | Jul 3, 2025 | $0.01 |
 MKS.L (Jenelleb123) | Pay Day | Jul 4, 2025 | $0.04 |
 IBE.MC (JeppeKirkBonde) | Ex-Dividend | Jul 4, 2025 | $0.46 |
 BABA (JeppeKirkBonde) | Pay Day | Jul 10, 2025 | $1.05 |
 SBRY.L (Jenelleb123) | Pay Day | Jul 11, 2025 | $0.13 |
HST (JeppeKirkBonde) | Pay Day | Jul 15, 2025 | $0.20 |
 DELL (Jenelleb123) | Ex-Dividend | Jul 22, 2025 | $0.52 |
IBE.MC (JeppeKirkBonde) | Pay Day | Jul 30, 2025 | $0.46 |
JPM (thomaspj) | Pay Day | Jul 31, 2025 | $1.40 |
JPM (Jenelleb123) | Pay Day | Jul 31, 2025 | $1.40 |
JPM (JeppeKirkBonde) | Pay Day | Jul 31, 2025 | $1.40 |
DELL (Jenelleb123) | Pay Day | Aug 1, 2025 | $0.52 |
AXP (thomaspj) | Pay Day | Aug 8, 2025 | $0.82 |
AXP (Jenelleb123) | Pay Day | Aug 8, 2025 | $0.82 |
 WMT (Jenelleb123) | Ex-Dividend | Aug 15, 2025 | $0.24 |
 LLY (Jenelleb123) | Ex-Dividend | Aug 15, 2025 | $1.50 |
 MSFT (thomaspj) | Ex-Dividend | Aug 21, 2025 | $0.83 |
MSFT (Four-Horsemen) | Ex-Dividend | Aug 21, 2025 | $0.83 |
MSFT (JeppeKirkBonde) | Ex-Dividend | Aug 21, 2025 | $0.83 |
 GLEN.L (Jenelleb123) | Ex-Dividend | Aug 28, 2025 | $0.05 |
WMT (Jenelleb123) | Pay Day | Sep 2, 2025 | $0.24 |
LLY (Jenelleb123) | Pay Day | Sep 10, 2025 | $1.50 |
MSFT (thomaspj) | Pay Day | Sep 11, 2025 | $0.83 |
MSFT (Four-Horsemen) | Pay Day | Sep 11, 2025 | $0.83 |
MSFT (JeppeKirkBonde) | Pay Day | Sep 11, 2025 | $0.83 |
 TSM (JeppeKirkBonde) | Ex-Dividend | Sep 16, 2025 | $0.82 |
GLEN.L (Jenelleb123) | Pay Day | Sep 19, 2025 | $0.05 |
TSM (JeppeKirkBonde) | Pay Day | Oct 9, 2025 | $0.82 |
 INDA (JeppeKirkBonde) | Pay Day | Dec 20, 2025 | $0.40 |
Performance Metrics
Score 7.2/10
Beta
0.54
0.54
0
0.8
1.2
0
2
Sharpe Ratio
0.63
0.63
0
0.5
1
1.5
1.5
Sortino Ratio
1.49
1.49
0
1
2
3
3
Jensen's Alpha
13.31
13.31
-2
0
2
14
14
Omega Ratio
1.33
1.33
0
1
1.5
2.5
2.5
Treynor Ratio
2.57
2.57
0
0.75
1.25
3
3
Information Ratio
0.35
0.35
0
0.3
0.6
1
1
Calmar Ratio
0.8
0.8
0
0.3
0.6
1
1
Beta
0.54
0.54
0
0.8
1.2
0
2
Sharpe Ratio
0.63
0.63
0
0.5
1
1.5
1.5
Sortino Ratio
1.49
1.49
0
1
2
3
3
Jensen's Alpha
13.31
13.31
-2
0
2
14
14
Omega Ratio
1.33
1.33
0
1
1.5
2.5
2.5
Treynor Ratio
2.57
2.57
0
0.75
1.25
3
3
Information Ratio
0.35
0.35
0
0.3
0.6
1
1
Calmar Ratio
0.8
0.8
0
0.3
0.6
1
1
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 |
|---|---|---|---|
-22.68% | Dec 2024 | - | 7 |
-11.16% | Sep 2021 | Oct 2021 | 1 |
-9.34% | Apr 2024 | Nov 2024 | 7 |
-1.69% | Jun 2021 | Jul 2021 | 1 |