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-0.54%
Today
+1.21%
This Month
+4.37%
Year To Date
+27.41%
2 Years
+43.76%
5 Years
+11.13%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading41.05%
- 🖥️ Technology Services16.65%
- 🚚 Transportation10.52%
- 💻 Electronic Technology9.88%
- 💰 Finance4.71%
- ⛏️ Energy Minerals4.28%
- 💇♀️ Consumer Services4.1%
- 🛍️ Retail Trade2.69%
- 🧪 Process Industries2.12%
- 🪙 Cryptocurrencies2.11%
- 🚗 Consumer Durables1.28%
- 🧬 Health Technology1.1%
- 💼 Commercial Services0.48%
- ⚡ Utilities0.41%
- 💵 Cash0.23%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq40.98%
- 🇺🇸 NYSE31.17%
- 🇬🇧 LSE12.22%
- 🇫🇷 Euronext Paris5.12%
- 🇩🇪 FRA2.67%
- 🇭🇰 Hong Kong Exchanges2.62%
- 🌍 Digital Currency2.27%
- 🇨🇭 SIX0.69%
- 🇩🇰 Copenhagen Stock Exchange0.67%
- 🇪🇸 Bolsa De Madrid0.64%
- 🇳🇱 Euronext Amsterdam0.29%
- 🇮🇹 Borsa Italiana0.19%
- 🇸🇪 Stockholm Stock Exchange0.16%
- 🇺🇸 Chicago Board Options Exchange0.08%
- 🇩🇪 Xetra ETFs0.08%
- 🇦🇪 Dubai Financial Market0.06%
- 🇳🇴 Oslo Stock Exchange0.04%
- 🇫🇮 Helsinki Stock Exchange0.03%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States57.71%
- 🇬🇧 United Kingdom11.99%
- 🇨🇳 China7.1%
- 🇳🇱 Netherlands2.95%
- 🇩🇪 Germany2.7%
- 🇫🇷 France2.65%
- 🇨🇦 Canada0.99%
- 🇨🇭 Switzerland0.98%
- 🇩🇰 Denmark0.67%
- 🇪🇸 Spain0.64%
- 🇮🇪 Ireland0.61%
- 🇺🇾 Uruguay0.51%
- 🇱🇺 Luxembourg0.42%
- 🇯🇵 Japan0.27%
- 🇮🇱 Israel0.27%
- 🇭🇰 Hong Kong0.26%
- 🇹🇼 Taiwan0.2%
- 🇮🇹 Italy0.19%
- 🇸🇪 Sweden0.16%
- 🇰🇷 South Korea0.13%
- 🇳🇴 Norway0.04%
- 🇫🇮 Finland0.03%
- 🇧🇷 Brazil0.01%
- 🇬🇮 Gibraltar0%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
1.3%
33 out of 51 instruments pay dividend.
63 dividend payments in the next 30 days.
Highest Dividend: $PNL.NV (7.58%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 SHEL.L | 0.14% | 4.36% | $0.8 |
 RenewableEnergy | 0.09% | 2.08% | - |
 M | 0.08% | 5.98% | $0.68 |
 DAL | 0.07% | 1.22% | $0.3 |
 NWG.L | 0.07% | 4.13% | $0.17 |
 EZJ.L | 0.07% | 2.09% | $0.05 |
 BP.L | 0.07% | 6.88% | $0.23 |
 Wesl3y | 0.07% | 0.69% | - |
 KenanAbel | 0.07% | 1.19% | - |
 geofflee2006 | 0.05% | 1.29% | - |
 Richardstroud | 0.05% | 2.54% | - |
 jaynemesis | 0.05% | 0.8% | - |
 JeppeKirkBonde | 0.05% | 1.5% | - |
 VOW3.DE | 0.05% | 6.83% | $9.06 |
 Driverless | 0.04% | 1.01% | - |
 GEN | 0.04% | 1.71% | $0.5 |
 AI.PA | 0.04% | 1.79% | $2.91 |
 LHA.DE | 0.03% | 4.22% | $0.3 |
 DIS | 0.02% | 0.88% | $0.75 |
 V | 0.02% | 0.62% | $2.01 |
 AIR.PA | 0.02% | 1.2% | $1.8 |
 AAPL | 0.02% | 0.5% | $0.97 |
 PNL.NV | 0.02% | 7.58% | $0.09 |
 BABA | 0.01% | 0.86% | $0.98 |
 MSFT | 0.01% | 0.69% | $3 |
 LHX | 0.01% | 1.96% | $4.6 |
 META | 0.01% | 0.3% | $1 |
 ABT | 0.01% | 1.71% | $2.16 |
 ORCL | 0.01% | 1% | $1.6 |
 GOOG | 0.01% | 0.47% | $0.2 |
 Social-Investor | 0.01% | 0.42% | - |
 WDC | 0% | 0.18% | - |
 ORSTED.CO | 0% | 0.46% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
GOOG | Ex-Dividend | Jun 9, 2025 | $0.21 |
GOOG (jaynemesis) | Ex-Dividend | Jun 9, 2025 | $0.21 |
GOOG (Wesl3y) | Ex-Dividend | Jun 9, 2025 | $0.21 |
 GOOGL (JeppeKirkBonde) | Ex-Dividend | Jun 9, 2025 | $0.21 |
GOOGL (Richardstroud) | Ex-Dividend | Jun 9, 2025 | $0.21 |
 PEG (RenewableEnergy) | Ex-Dividend | Jun 9, 2025 | $0.63 |
GOOG (Social-Investor) | Ex-Dividend | Jun 9, 2025 | $0.21 |
 WAB (jaynemesis) | Pay Day | Jun 10, 2025 | $0.25 |
 AEP (RenewableEnergy) | Pay Day | Jun 10, 2025 | $0.93 |
GEN | Pay Day | Jun 11, 2025 | $0.12 |
 NVDA (jaynemesis) | Ex-Dividend | Jun 11, 2025 | $0.01 |
 9988.HK (Wesl3y) | Ex-Dividend | Jun 11, 2025 | $0.25 |
NVDA (JeppeKirkBonde) | Ex-Dividend | Jun 11, 2025 | $0.01 |
 SPGI (Richardstroud) | Pay Day | Jun 11, 2025 | $0.96 |
NVDA (Driverless) | Ex-Dividend | Jun 11, 2025 | $0.01 |
 00175.HK (Driverless) | Ex-Dividend | Jun 11, 2025 | $0.04 |
NVDA (Social-Investor) | Ex-Dividend | Jun 11, 2025 | $0.01 |
MSFT | Pay Day | Jun 12, 2025 | $0.83 |
BABA | Ex-Dividend | Jun 12, 2025 | $0.95 |
BABA (geofflee2006) | Ex-Dividend | Jun 12, 2025 | $0.95 |
MSFT (jaynemesis) | Pay Day | Jun 12, 2025 | $0.83 |
MSFT (JeppeKirkBonde) | Pay Day | Jun 12, 2025 | $0.83 |
BABA (JeppeKirkBonde) | Ex-Dividend | Jun 12, 2025 | $0.95 |
 TSM (JeppeKirkBonde) | Ex-Dividend | Jun 12, 2025 | $0.68 |
MSFT (Richardstroud) | Pay Day | Jun 12, 2025 | $0.83 |
 HMC (Driverless) | Pay Day | Jun 12, 2025 | $0.70 |
MSFT (Social-Investor) | Pay Day | Jun 12, 2025 | $0.83 |
BABA (Social-Investor) | Ex-Dividend | Jun 12, 2025 | $0.95 |
M | Ex-Dividend | Jun 13, 2025 | $0.18 |
 VRSK (jaynemesis) | Ex-Dividend | Jun 13, 2025 | $0.45 |
 WY (JeppeKirkBonde) | Pay Day | Jun 13, 2025 | $0.21 |
 KO (Richardstroud) | Ex-Dividend | Jun 13, 2025 | $0.51 |
 EXC (RenewableEnergy) | Pay Day | Jun 13, 2025 | $0.40 |
GOOG | Pay Day | Jun 16, 2025 | $0.21 |
META | Ex-Dividend | Jun 16, 2025 | $0.52 |
GOOG (jaynemesis) | Pay Day | Jun 16, 2025 | $0.21 |
 NEE (jaynemesis) | Pay Day | Jun 16, 2025 | $0.57 |
 GRMN (jaynemesis) | Ex-Dividend | Jun 16, 2025 | $0.90 |
GOOG (Wesl3y) | Pay Day | Jun 16, 2025 | $0.21 |
 UNH (Wesl3y) | Ex-Dividend | Jun 16, 2025 | $2.21 |
META (JeppeKirkBonde) | Ex-Dividend | Jun 16, 2025 | $0.52 |
 LDOS (JeppeKirkBonde) | Ex-Dividend | Jun 16, 2025 | $0.40 |
 B (JeppeKirkBonde) | Pay Day | Jun 16, 2025 | $0.10 |
GOOGL (JeppeKirkBonde) | Pay Day | Jun 16, 2025 | $0.21 |
GOOGL (Richardstroud) | Pay Day | Jun 16, 2025 | $0.21 |
 DUK (RenewableEnergy) | Pay Day | Jun 16, 2025 | $1.04 |
NEE (RenewableEnergy) | Pay Day | Jun 16, 2025 | $0.57 |
 ED (RenewableEnergy) | Pay Day | Jun 16, 2025 | $0.85 |
 BWA (Driverless) | Pay Day | Jun 16, 2025 | $0.11 |
GOOG (Social-Investor) | Pay Day | Jun 16, 2025 | $0.21 |
META (Social-Investor) | Ex-Dividend | Jun 16, 2025 | $0.52 |
 VRT (Social-Investor) | Ex-Dividend | Jun 16, 2025 | $0.04 |
 EWG (KenanAbel) | Pay Day | Jun 17, 2025 | $0.00 |
 ECL (jaynemesis) | Ex-Dividend | Jun 17, 2025 | $0.65 |
WDC | Pay Day | Jun 18, 2025 | $0.10 |
LHX | Pay Day | Jun 18, 2025 | $1.20 |
 SW (jaynemesis) | Pay Day | Jun 18, 2025 | $0.43 |
 BCC (jaynemesis) | Pay Day | Jun 18, 2025 | $0.21 |
 NOC (JeppeKirkBonde) | Pay Day | Jun 18, 2025 | $2.31 |
 VST (RenewableEnergy) | Ex-Dividend | Jun 18, 2025 | $0.22 |
 ADI (Driverless) | Pay Day | Jun 18, 2025 | $0.99 |
 HPE (Social-Investor) | Ex-Dividend | Jun 18, 2025 | $0.13 |
 GM (Driverless) | Pay Day | Jun 19, 2025 | $0.15 |
SHEL.L | Pay Day | Jun 23, 2025 | $0.36 |
 STMPA.PA (geofflee2006) | Ex-Dividend | Jun 23, 2025 | $0.09 |
 JNPR (jaynemesis) | Pay Day | Jun 23, 2025 | $0.22 |
 BLK (JeppeKirkBonde) | Pay Day | Jun 23, 2025 | $5.21 |
SHEL.L (Richardstroud) | Pay Day | Jun 23, 2025 | $0.36 |
 0916.HK (RenewableEnergy) | Ex-Dividend | Jun 23, 2025 | $0.03 |
DIS | Ex-Dividend | Jun 24, 2025 | $0.50 |
DIS (Wesl3y) | Ex-Dividend | Jun 24, 2025 | $0.50 |
UNH (Wesl3y) | Pay Day | Jun 24, 2025 | $2.21 |
DIS (Richardstroud) | Ex-Dividend | Jun 24, 2025 | $0.50 |
DIS (Social-Investor) | Ex-Dividend | Jun 24, 2025 | $0.50 |
STMPA.PA (geofflee2006) | Pay Day | Jun 25, 2025 | $0.09 |
META | Pay Day | Jun 26, 2025 | $0.52 |
META (JeppeKirkBonde) | Pay Day | Jun 26, 2025 | $0.52 |
 QCOM (Richardstroud) | Pay Day | Jun 26, 2025 | $0.89 |
QCOM (Driverless) | Pay Day | Jun 26, 2025 | $0.89 |
META (Social-Investor) | Pay Day | Jun 26, 2025 | $0.52 |
VRT (Social-Investor) | Pay Day | Jun 26, 2025 | $0.04 |
GRMN (jaynemesis) | Pay Day | Jun 27, 2025 | $0.90 |
 LMT (JeppeKirkBonde) | Pay Day | Jun 27, 2025 | $3.30 |
 GS (JeppeKirkBonde) | Pay Day | Jun 27, 2025 | $3.00 |
 TSCO.L (Richardstroud) | Pay Day | Jun 27, 2025 | $0.12 |
 TT (jaynemesis) | Pay Day | Jun 30, 2025 | $0.94 |
VRSK (jaynemesis) | Pay Day | Jun 30, 2025 | $0.45 |
LDOS (JeppeKirkBonde) | Pay Day | Jun 30, 2025 | $0.40 |
PEG (RenewableEnergy) | Pay Day | Jun 30, 2025 | $0.63 |
VST (RenewableEnergy) | Pay Day | Jun 30, 2025 | $0.22 |
M | Pay Day | Jul 1, 2025 | $0.18 |
KO (Richardstroud) | Pay Day | Jul 1, 2025 | $0.51 |
 NKE (Richardstroud) | Pay Day | Jul 1, 2025 | $0.40 |
NKE (Social-Investor) | Pay Day | Jul 1, 2025 | $0.40 |
NVDA (jaynemesis) | Pay Day | Jul 3, 2025 | $0.01 |
9988.HK (Wesl3y) | Pay Day | Jul 3, 2025 | $0.25 |
 JPM (JeppeKirkBonde) | Ex-Dividend | Jul 3, 2025 | $1.40 |
NVDA (JeppeKirkBonde) | Pay Day | Jul 3, 2025 | $0.01 |
 CSCO (Richardstroud) | Ex-Dividend | Jul 3, 2025 | $0.41 |
 NXT.L (Richardstroud) | Ex-Dividend | Jul 3, 2025 | $2.04 |
NVDA (Driverless) | Pay Day | Jul 3, 2025 | $0.01 |
NVDA (Social-Investor) | Pay Day | Jul 3, 2025 | $0.01 |
 IBE.MC (jaynemesis) | Ex-Dividend | Jul 4, 2025 | $0.46 |
IBE.MC (JeppeKirkBonde) | Ex-Dividend | Jul 4, 2025 | $0.46 |
 ABF.L (Richardstroud) | Pay Day | Jul 4, 2025 | $0.28 |
IBE.MC (RenewableEnergy) | Ex-Dividend | Jul 4, 2025 | $0.46 |
 2333.HK (Driverless) | Ex-Dividend | Jul 8, 2025 | $0.06 |
BABA | Pay Day | Jul 10, 2025 | $0.95 |
BABA (geofflee2006) | Pay Day | Jul 10, 2025 | $0.95 |
 INTU (jaynemesis) | Ex-Dividend | Jul 10, 2025 | $1.04 |
BABA (JeppeKirkBonde) | Pay Day | Jul 10, 2025 | $0.95 |
TSM (JeppeKirkBonde) | Pay Day | Jul 10, 2025 | $0.68 |
BABA (Social-Investor) | Pay Day | Jul 10, 2025 | $0.95 |
ECL (jaynemesis) | Pay Day | Jul 15, 2025 | $0.65 |
HPE (Social-Investor) | Pay Day | Jul 17, 2025 | $0.13 |
INTU (jaynemesis) | Pay Day | Jul 18, 2025 | $1.04 |
DIS | Pay Day | Jul 23, 2025 | $0.50 |
DIS (Wesl3y) | Pay Day | Jul 23, 2025 | $0.50 |
CSCO (Richardstroud) | Pay Day | Jul 23, 2025 | $0.41 |
DIS (Richardstroud) | Pay Day | Jul 23, 2025 | $0.50 |
DIS (Social-Investor) | Pay Day | Jul 23, 2025 | $0.50 |
 SSE.L (Richardstroud) | Ex-Dividend | Jul 24, 2025 | $0.58 |
SSE.L (RenewableEnergy) | Ex-Dividend | Jul 24, 2025 | $0.58 |
00175.HK (Driverless) | Pay Day | Jul 25, 2025 | $0.04 |
IBE.MC (jaynemesis) | Pay Day | Jul 30, 2025 | $0.46 |
IBE.MC (JeppeKirkBonde) | Pay Day | Jul 30, 2025 | $0.46 |
IBE.MC (RenewableEnergy) | Pay Day | Jul 30, 2025 | $0.46 |
JPM (JeppeKirkBonde) | Pay Day | Jul 31, 2025 | $1.40 |
NXT.L (Richardstroud) | Pay Day | Aug 1, 2025 | $2.04 |
2333.HK (Driverless) | Pay Day | Aug 8, 2025 | $0.06 |
0916.HK (RenewableEnergy) | Pay Day | Aug 15, 2025 | $0.03 |
SSE.L (Richardstroud) | Pay Day | Sep 18, 2025 | $0.58 |
SSE.L (RenewableEnergy) | Pay Day | Sep 18, 2025 | $0.58 |
 INDA (KenanAbel) | Pay Day | Dec 20, 2025 | $0.00 |
 EWH (KenanAbel) | Pay Day | Dec 20, 2025 | $0.34 |
INDA (JeppeKirkBonde) | Pay Day | Dec 20, 2025 | $0.00 |
Performance Metrics
Score 3.6/10
Beta
1.04
1.04
0
0.8
1.2
0
2
Sharpe Ratio
0.44
0.44
0
0.5
1
1.5
1.5
Sortino Ratio
0.73
0.73
0
1
2
3
3
Jensen's Alpha
-6.36
-6.36
-7
0
2
4.5
4.5
Omega Ratio
0.65
0.65
0
1
1.5
2.5
2.5
Treynor Ratio
0.71
0.71
0
0.75
1.25
2
2
Information Ratio
-0.56
-0.56
-1
0.3
0.6
1
1
Calmar Ratio
0.29
0.29
0
0.3
0.6
1
1
Beta
1.04
1.04
0
0.8
1.2
0
2
Sharpe Ratio
0.44
0.44
0
0.5
1
1.5
1.5
Sortino Ratio
0.73
0.73
0
1
2
3
3
Jensen's Alpha
-6.36
-6.36
-7
0
2
4.5
4.5
Omega Ratio
0.65
0.65
0
1
1.5
2.5
2.5
Treynor Ratio
0.71
0.71
0
0.75
1.25
2
2
Information Ratio
-0.56
-0.56
-1
0.3
0.6
1
1
Calmar Ratio
0.29
0.29
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
29.78
High:
PLTR
567.73PLTRLow:
BP.L
-61.71BP.LDetails
PEG Ratio
204.14
High:PLTR
688.13PLTRLow:
NIO
-58.8NIODetails
Price/Book
8.63
High:PLTR
56.56PLTRLow:NIO
-144.34NIODetails
Price/Sales
5.57
High:PLTR
106.55PLTRLow:
AF.PA
0.08AF.PADetails
Price/CF
19.33
High:PLTR
161.45PLTRLow:AF.PA
0.56AF.PADetails
Price/FCF
37.41
High:
ORCL
348.36ORCLLow:
QD
2.58QDDetails
P/E Ratio
29.78
High:PLTR
567.73PLTRLow:BP.L
-61.71BP.LDetails
PEG Ratio
204.14
High:PLTR
688.13PLTRLow:NIO
-58.8NIODetails
Price/Book
8.63
High:PLTR
56.56PLTRLow:NIO
-144.34NIODetails
Price/Sales
5.57
High:PLTR
106.55PLTRLow:AF.PA
0.08AF.PADetails
Price/CF
19.33
High:PLTR
161.45PLTRLow:AF.PA
0.56AF.PADetails
Price/FCF
37.41
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 |