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+0.92%
This Month
+18.7%
Year To Date
+56.51%
2 Years
+69.35%
5 Years
+87.75%
10 Years
+13.43%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading39.37%
- 🖥️ Technology Services17.37%
- 💻 Electronic Technology11.21%
- 🚚 Transportation10.15%
- ⛏️ Energy Minerals4.08%
- 💰 Finance3.92%
- 💇♀️ Consumer Services3.83%
- 🛍️ Retail Trade3.11%
- 🪙 Cryptocurrencies2.32%
- 🧪 Process Industries1.79%
- 🚗 Consumer Durables1.29%
- 🧬 Health Technology1.04%
- 💼 Commercial Services0.43%
- 💵 Cash0.41%
- ⚡ Utilities0.27%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq39.57%
- 🇺🇸 NYSE31.62%
- 🇬🇧 LSE10.52%
- 🇫🇷 Euronext Paris4.63%
- 🇩🇪 FRA2.47%
- 🌍 Digital Currency2.46%
- 🇭🇰 Hong Kong Exchanges2.4%
- 🇨🇭 SIX0.75%
- 🇪🇸 Bolsa De Madrid0.54%
- 🇩🇰 Copenhagen Stock Exchange0.46%
- 🇳🇱 Euronext Amsterdam0.3%
- 🇮🇹 Borsa Italiana0.22%
- 🇸🇪 Stockholm Stock Exchange0.16%
- 🇺🇸 Chicago Board Options Exchange0.07%
- 🇦🇪 Dubai Financial Market0.06%
- 🇳🇴 Oslo Stock Exchange0.04%
- 🇩🇪 Xetra ETFs0.03%
- 🇫🇮 Helsinki Stock Exchange0.03%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States57.47%
- 🇬🇧 United Kingdom10.24%
- 🇨🇳 China7.43%
- 🇳🇱 Netherlands2.74%
- 🇩🇪 Germany2.49%
- 🇫🇷 France2.23%
- 🇨🇭 Switzerland1.14%
- 🇨🇦 Canada0.92%
- 🇮🇪 Ireland0.56%
- 🇪🇸 Spain0.54%
- 🇩🇰 Denmark0.46%
- 🇺🇾 Uruguay0.43%
- 🇱🇺 Luxembourg0.37%
- 🇭🇰 Hong Kong0.3%
- 🇮🇹 Italy0.22%
- 🇹🇼 Taiwan0.18%
- 🇮🇱 Israel0.17%
- 🇸🇪 Sweden0.16%
- 🇯🇵 Japan0.16%
- 🇰🇷 South Korea0.13%
- 🇳🇴 Norway0.04%
- 🇫🇮 Finland0.03%
- 🇧🇷 Brazil0.01%
- 🇬🇮 Gibraltar0%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
1.16%
33 out of 50 instruments pay dividend.
63 dividend payments in the next 30 days.
Highest Dividend: $PNL.NV (6.99%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 SHEL.L | 0.13% | 4.09% | $0.8 |
 Wesl3y | 0.09% | 1.06% | - |
 NWG.L | 0.07% | 4.94% | $0.17 |
 M | 0.07% | 4.16% | $0.68 |
 DAL | 0.07% | 1.04% | $0.3 |
 EZJ.L | 0.06% | 2.59% | $0.05 |
 BP.L | 0.06% | 5.9% | $0.23 |
 RenewableEnergy | 0.06% | 1.44% | - |
 Richardstroud | 0.05% | 2.72% | - |
 JeppeKirkBonde | 0.05% | 1.45% | - |
 jaynemesis | 0.05% | 0.72% | - |
 VOW3.DE | 0.04% | 6.37% | $9.06 |
 Driverless | 0.04% | 0.88% | - |
 geofflee2006 | 0.04% | 0.84% | - |
 GEN | 0.04% | 1.69% | $0.5 |
 KenanAbel | 0.04% | 0.66% | - |
 AI.PA | 0.03% | 1.88% | $2.91 |
 LHA.DE | 0.03% | 3.98% | $0.3 |
 DIS | 0.02% | 0.85% | $0.75 |
 V | 0.02% | 0.69% | $2.01 |
 AIR.PA | 0.02% | 1.09% | $1.8 |
 AAPL | 0.02% | 0.43% | $0.97 |
 PNL.NV | 0.01% | 6.99% | $0.09 |
 MSFT | 0.01% | 0.67% | $3 |
 BABA | 0.01% | 0.76% | $0.98 |
 LHX | 0.01% | 1.75% | $4.6 |
 META | 0.01% | 0.27% | $1 |
 ABT | 0.01% | 1.75% | $2.16 |
 ORCL | 0.01% | 0.77% | $1.6 |
 WDC | 0.01% | 0.22% | - |
 GOOG | 0% | 0.35% | $0.2 |
 Social-Investor | 0% | 0.38% | - |
 ORSTED.CO | 0% | 0.46% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
GOOG | Ex-Dividend | Sep 8, 2025 | $0.21 |
GOOG (jaynemesis) | Ex-Dividend | Sep 8, 2025 | $0.21 |
 UI (jaynemesis) | Pay Day | Sep 8, 2025 | $0.80 |
GOOG (Wesl3y) | Ex-Dividend | Sep 8, 2025 | $0.21 |
 GOOGL (JeppeKirkBonde) | Ex-Dividend | Sep 8, 2025 | $0.21 |
 AZN.L (Richardstroud) | Pay Day | Sep 8, 2025 | $1.03 |
GOOGL (Richardstroud) | Ex-Dividend | Sep 8, 2025 | $0.21 |
GOOG (Social-Investor) | Ex-Dividend | Sep 8, 2025 | $0.21 |
 PEG (RenewableEnergy) | Ex-Dividend | Sep 9, 2025 | $0.63 |
GEN | Pay Day | Sep 10, 2025 | $0.12 |
 SPGI (Richardstroud) | Pay Day | Sep 10, 2025 | $0.96 |
 AEP (RenewableEnergy) | Pay Day | Sep 10, 2025 | $0.93 |
MSFT | Pay Day | Sep 11, 2025 | $0.83 |
MSFT (jaynemesis) | Pay Day | Sep 11, 2025 | $0.83 |
 NVDA (jaynemesis) | Ex-Dividend | Sep 11, 2025 | $0.01 |
MSFT (JeppeKirkBonde) | Pay Day | Sep 11, 2025 | $0.83 |
NVDA (JeppeKirkBonde) | Ex-Dividend | Sep 11, 2025 | $0.01 |
MSFT (Richardstroud) | Pay Day | Sep 11, 2025 | $0.83 |
 GRG.L (Richardstroud) | Ex-Dividend | Sep 11, 2025 | $0.25 |
NVDA (Driverless) | Ex-Dividend | Sep 11, 2025 | $0.01 |
MSFT (Social-Investor) | Pay Day | Sep 11, 2025 | $0.83 |
NWG.L | Pay Day | Sep 12, 2025 | $0.13 |
NWG.L (geofflee2006) | Pay Day | Sep 12, 2025 | $0.13 |
 GRMN (jaynemesis) | Ex-Dividend | Sep 12, 2025 | $0.90 |
 WY (JeppeKirkBonde) | Pay Day | Sep 12, 2025 | $0.21 |
GOOG | Pay Day | Sep 15, 2025 | $0.21 |
M | Ex-Dividend | Sep 15, 2025 | $0.18 |
GOOG (jaynemesis) | Pay Day | Sep 15, 2025 | $0.21 |
 NEE (jaynemesis) | Pay Day | Sep 15, 2025 | $0.57 |
 VRSK (jaynemesis) | Ex-Dividend | Sep 15, 2025 | $0.45 |
GOOG (Wesl3y) | Pay Day | Sep 15, 2025 | $0.21 |
 UNH (Wesl3y) | Ex-Dividend | Sep 15, 2025 | $2.21 |
 LDOS (JeppeKirkBonde) | Ex-Dividend | Sep 15, 2025 | $0.40 |
 B (JeppeKirkBonde) | Pay Day | Sep 15, 2025 | $0.15 |
GOOGL (JeppeKirkBonde) | Pay Day | Sep 15, 2025 | $0.21 |
 KO (Richardstroud) | Ex-Dividend | Sep 15, 2025 | $0.51 |
GOOGL (Richardstroud) | Pay Day | Sep 15, 2025 | $0.21 |
 EXC (RenewableEnergy) | Pay Day | Sep 15, 2025 | $0.40 |
NEE (RenewableEnergy) | Pay Day | Sep 15, 2025 | $0.57 |
 ED (RenewableEnergy) | Pay Day | Sep 15, 2025 | $0.85 |
 BWA (Driverless) | Pay Day | Sep 15, 2025 | $0.17 |
GOOG (Social-Investor) | Pay Day | Sep 15, 2025 | $0.21 |
 VRT (Social-Investor) | Ex-Dividend | Sep 15, 2025 | $0.04 |
 TSM (JeppeKirkBonde) | Ex-Dividend | Sep 16, 2025 | $0.82 |
 DUK (RenewableEnergy) | Pay Day | Sep 16, 2025 | $1.06 |
 ADI (Driverless) | Pay Day | Sep 16, 2025 | $0.99 |
 CRM (jaynemesis) | Ex-Dividend | Sep 17, 2025 | $0.42 |
 NOC (JeppeKirkBonde) | Pay Day | Sep 17, 2025 | $2.31 |
 NXPI (Driverless) | Ex-Dividend | Sep 17, 2025 | $1.01 |
WDC | Pay Day | Sep 18, 2025 | $0.10 |
 SW (jaynemesis) | Pay Day | Sep 18, 2025 | $0.43 |
 SSE.L (Richardstroud) | Pay Day | Sep 18, 2025 | $0.58 |
SSE.L (RenewableEnergy) | Pay Day | Sep 18, 2025 | $0.58 |
 GM (Driverless) | Pay Day | Sep 18, 2025 | $0.15 |
 HPE (Social-Investor) | Ex-Dividend | Sep 18, 2025 | $0.13 |
 OSB.L (Richardstroud) | Pay Day | Sep 19, 2025 | $0.15 |
 VST (RenewableEnergy) | Ex-Dividend | Sep 19, 2025 | $0.23 |
 D (JeppeKirkBonde) | Pay Day | Sep 20, 2025 | $0.67 |
LHX | Pay Day | Sep 22, 2025 | $1.20 |
SHEL.L | Pay Day | Sep 22, 2025 | $0.36 |
 STMPA.PA (geofflee2006) | Ex-Dividend | Sep 22, 2025 | $0.09 |
 AVGO (JeppeKirkBonde) | Ex-Dividend | Sep 22, 2025 | $0.59 |
SHEL.L (Richardstroud) | Pay Day | Sep 22, 2025 | $0.36 |
UNH (Wesl3y) | Pay Day | Sep 23, 2025 | $2.21 |
 BLK (JeppeKirkBonde) | Pay Day | Sep 23, 2025 | $5.21 |
STMPA.PA (geofflee2006) | Pay Day | Sep 24, 2025 | $0.09 |
 RMV.L (Wesl3y) | Ex-Dividend | Sep 25, 2025 | $0.06 |
 QCOM (Richardstroud) | Pay Day | Sep 25, 2025 | $0.89 |
 RIO.L (Richardstroud) | Pay Day | Sep 25, 2025 | $1.48 |
QCOM (Driverless) | Pay Day | Sep 25, 2025 | $0.89 |
VRT (Social-Investor) | Pay Day | Sep 25, 2025 | $0.04 |
GRMN (jaynemesis) | Pay Day | Sep 26, 2025 | $0.90 |
 LMT (JeppeKirkBonde) | Pay Day | Sep 26, 2025 | $3.30 |
 LGEN.L (Richardstroud) | Pay Day | Sep 26, 2025 | $0.08 |
 GS (JeppeKirkBonde) | Pay Day | Sep 29, 2025 | $4.00 |
 TT (jaynemesis) | Pay Day | Sep 30, 2025 | $0.94 |
VRSK (jaynemesis) | Pay Day | Sep 30, 2025 | $0.45 |
LDOS (JeppeKirkBonde) | Pay Day | Sep 30, 2025 | $0.40 |
AVGO (JeppeKirkBonde) | Pay Day | Sep 30, 2025 | $0.59 |
PEG (RenewableEnergy) | Pay Day | Sep 30, 2025 | $0.63 |
VST (RenewableEnergy) | Pay Day | Sep 30, 2025 | $0.23 |
M | Pay Day | Oct 1, 2025 | $0.18 |
KO (Richardstroud) | Pay Day | Oct 1, 2025 | $0.51 |
 NKE (Richardstroud) | Pay Day | Oct 1, 2025 | $0.40 |
NKE (Social-Investor) | Pay Day | Oct 1, 2025 | $0.40 |
NVDA (jaynemesis) | Pay Day | Oct 2, 2025 | $0.01 |
NVDA (JeppeKirkBonde) | Pay Day | Oct 2, 2025 | $0.01 |
NVDA (Driverless) | Pay Day | Oct 2, 2025 | $0.01 |
 GAW.L (jaynemesis) | Pay Day | Oct 3, 2025 | $0.73 |
 CSCO (Richardstroud) | Ex-Dividend | Oct 3, 2025 | $0.41 |
NXPI (Driverless) | Pay Day | Oct 8, 2025 | $1.01 |
CRM (jaynemesis) | Pay Day | Oct 9, 2025 | $0.42 |
 INTU (jaynemesis) | Ex-Dividend | Oct 9, 2025 | $1.20 |
TSM (JeppeKirkBonde) | Pay Day | Oct 9, 2025 | $0.82 |
 0968.HK (jaynemesis) | Pay Day | Oct 10, 2025 | $0.00 |
0968.HK (Richardstroud) | Pay Day | Oct 10, 2025 | $0.00 |
GRG.L (Richardstroud) | Pay Day | Oct 10, 2025 | $0.25 |
0968.HK (RenewableEnergy) | Pay Day | Oct 10, 2025 | $0.00 |
 DGE.L (Richardstroud) | Ex-Dividend | Oct 16, 2025 | $0.84 |
INTU (jaynemesis) | Pay Day | Oct 17, 2025 | $1.20 |
HPE (Social-Investor) | Pay Day | Oct 17, 2025 | $0.13 |
 DELL (Social-Investor) | Ex-Dividend | Oct 21, 2025 | $0.52 |
CSCO (Richardstroud) | Pay Day | Oct 22, 2025 | $0.41 |
RMV.L (Wesl3y) | Pay Day | Oct 24, 2025 | $0.06 |
DELL (Social-Investor) | Pay Day | Oct 31, 2025 | $0.52 |
 MC.PA (JeppeKirkBonde) | Ex-Dividend | Dec 2, 2025 | $6.47 |
 CDI.PA (JeppeKirkBonde) | Ex-Dividend | Dec 2, 2025 | $7.07 |
MC.PA (JeppeKirkBonde) | Pay Day | Dec 4, 2025 | $6.47 |
CDI.PA (JeppeKirkBonde) | Pay Day | Dec 4, 2025 | $7.07 |
DGE.L (Richardstroud) | Pay Day | Dec 4, 2025 | $0.84 |
 INDA (JeppeKirkBonde) | Pay Day | Dec 20, 2025 | $0.00 |
Performance Metrics
Score 3.9/10
Beta
1.05
1.05
0
0.8
1.2
0
2
Sharpe Ratio
0.54
0.54
0
0.5
1
1.5
1.5
Sortino Ratio
0.91
0.91
0
1
2
3
3
Jensen's Alpha
-5.74
-5.74
-6
0
2
4.5
4.5
Omega Ratio
0.68
0.68
0
1
1.5
2.5
2.5
Treynor Ratio
0.86
0.86
0
0.75
1.25
2
2
Information Ratio
-0.49
-0.49
-1
0.3
0.6
1
1
Calmar Ratio
0.36
0.36
0
0.3
0.6
1
1
Beta
1.05
1.05
0
0.8
1.2
0
2
Sharpe Ratio
0.54
0.54
0
0.5
1
1.5
1.5
Sortino Ratio
0.91
0.91
0
1
2
3
3
Jensen's Alpha
-5.74
-5.74
-6
0
2
4.5
4.5
Omega Ratio
0.68
0.68
0
1
1.5
2.5
2.5
Treynor Ratio
0.86
0.86
0
0.75
1.25
2
2
Information Ratio
-0.49
-0.49
-1
0.3
0.6
1
1
Calmar Ratio
0.36
0.36
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
31.93
High:
PLTR
508.84PLTRLow:
PNL.NV
-35.92PNL.NVDetails
PEG Ratio
2,408.02
High:
AAPL
24,772.26AAPLLow:
AML.L
-13.85AML.LDetails
Price/Book
9.76
High:PLTR
61.25PLTRLow:
NIO
-74.08NIODetails
Price/Sales
6.28
High:PLTR
114.05PLTRLow:
AF.PA
0.11AF.PADetails
Price/CF
20.89
High:PLTR
202PLTRLow:AF.PA
0.6AF.PADetails
Price/FCF
42.04
High:
ORCL
348.36ORCLLow:
QD
2.58QDDetails
P/E Ratio
31.93
High:PLTR
508.84PLTRLow:PNL.NV
-35.92PNL.NVDetails
PEG Ratio
2,408.02
High:AAPL
24,772.26AAPLLow:AML.L
-13.85AML.LDetails
Price/Book
9.76
High:PLTR
61.25PLTRLow:NIO
-74.08NIODetails
Price/Sales
6.28
High:PLTR
114.05PLTRLow:AF.PA
0.11AF.PADetails
Price/CF
20.89
High:PLTR
202PLTRLow:AF.PA
0.6AF.PADetails
Price/FCF
42.04
High:ORCL
348.36ORCLLow:QD
2.58QDDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-34.07% | Nov 2021 | Nov 2024 | 36 |
-10.08% | Feb 2025 | Jun 2025 | 4 |
-6.99% | Sep 2020 | Nov 2020 | 2 |
-3.87% | Sep 2021 | Oct 2021 | 1 |
-3.31% | May 2020 | Jun 2020 | 1 |
-2.54% | Dec 2024 | Jan 2025 | 1 |
-2.01% | Jul 2021 | Aug 2021 | 1 |
-1.87% | Jul 2020 | Aug 2020 | 1 |
-0.43% | May 2021 | Jun 2021 | 1 |