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+0.03%
Today
-6.97%
This Month
-12.04%
Year To Date
+14.92%
2 Years
+23.67%
5 Years
+7.47%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading40.8%
- 🖥️ Technology Services14.16%
- 🚚 Transportation10.46%
- 💻 Electronic Technology9.87%
- ⛏️ Energy Minerals4.99%
- 💰 Finance4.96%
- 💇♀️ Consumer Services3.83%
- 🛍️ Retail Trade2.99%
- 🧪 Process Industries2.37%
- 🪙 Cryptocurrencies2.35%
- 🚗 Consumer Durables1.41%
- 💵 Cash1.27%
- 🧬 Health Technology1.2%
- ⚡ Utilities0.53%
- 💼 Commercial Services0.48%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq38.01%
- 🇺🇸 NYSE32.12%
- 🇬🇧 LSE13.05%
- 🇫🇷 Euronext Paris5.44%
- 🇩🇪 FRA2.87%
- 🇭🇰 Hong Kong Exchanges2.59%
- 🌍 Digital Currency2.51%
- 🇩🇰 Copenhagen Stock Exchange0.86%
- 🇨🇭 SIX0.81%
- 🇪🇸 Bolsa De Madrid0.74%
- 🇳🇱 Euronext Amsterdam0.38%
- 🇮🇹 Borsa Italiana0.21%
- 🇸🇪 Stockholm Stock Exchange0.18%
- 🇺🇸 Chicago Board Options Exchange0.16%
- 🇦🇪 Dubai Financial Market0.06%
- 🇳🇴 Oslo Stock Exchange0.04%
- 🇫🇮 Helsinki Stock Exchange0.03%
- 🇩🇪 Xetra ETFs0.01%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States54.83%
- 🇬🇧 United Kingdom12.88%
- 🇨🇳 China7.23%
- 🇫🇷 France3.01%
- 🇳🇱 Netherlands3%
- 🇩🇪 Germany2.9%
- 🇨🇭 Switzerland1.14%
- 🇩🇰 Denmark0.86%
- 🇨🇦 Canada0.84%
- 🇺🇾 Uruguay0.84%
- 🇮🇪 Ireland0.76%
- 🇪🇸 Spain0.74%
- 🇱🇺 Luxembourg0.37%
- 🇯🇵 Japan0.3%
- 🇭🇰 Hong Kong0.29%
- 🇮🇱 Israel0.23%
- 🇮🇹 Italy0.21%
- 🇸🇪 Sweden0.18%
- 🇹🇼 Taiwan0.17%
- 🇰🇷 South Korea0.14%
- 🇳🇴 Norway0.04%
- 🇫🇮 Finland0.03%
- 🇸🇬 Singapore0.02%
- 🇧🇷 Brazil0.01%
- 🇬🇮 Gibraltar0%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
1.51%
31 out of 50 instruments pay dividend.
34 dividend payments in the next 30 days.
Highest Dividend: $PNL.NV (7.33%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 SHEL.L | 0.17% | 4.42% | $0.8 |
 RenewableEnergy | 0.1% | 2.28% | - |
 M | 0.09% | 6.32% | $0.68 |
 NWG.L | 0.08% | 4.68% | $0.17 |
 EZJ.L | 0.08% | 2.59% | $0.05 |
 DAL | 0.08% | 1.35% | $0.3 |
 BP.L | 0.08% | 6.73% | $0.23 |
 jaynemesis | 0.07% | 1.04% | - |
 geofflee2006 | 0.07% | 1.59% | - |
 KenanAbel | 0.07% | 1.28% | - |
 Richardstroud | 0.06% | 2.77% | - |
 Wesl3y | 0.06% | 0.71% | - |
 VOW3.DE | 0.06% | 7.1% | $9.06 |
 Driverless | 0.05% | 1.17% | - |
 JeppeKirkBonde | 0.05% | 1.55% | - |
 GEN | 0.05% | 2.05% | $0.5 |
 AI.PA | 0.05% | 1.9% | $2.91 |
 LHA.DE | 0.04% | 4.88% | $0.3 |
 DIS | 0.03% | 1.18% | $0.75 |
 V | 0.02% | 0.67% | $2.01 |
 AIR.PA | 0.02% | 1.47% | $1.8 |
 AAPL | 0.02% | 0.51% | $0.97 |
 PNL.NV | 0.02% | 7.33% | $0.09 |
 MSFT | 0.01% | 0.88% | $3 |
 BABA | 0.01% | 0.9% | $0.98 |
 LHX | 0.01% | 2.14% | $4.6 |
 META | 0.01% | 0.4% | $1 |
 ABT | 0.01% | 1.74% | $2.16 |
 ORCL | 0.01% | 1.32% | $1.6 |
 Social-Investor | 0.01% | 0.5% | - |
 ORSTED.CO | 0% | 0.46% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 PG (Richardstroud) | Ex-Dividend | Apr 21, 2025 | $1.06 |
AIR.PA | Ex-Dividend | Apr 22, 2025 | $1.04 |
AIR.PA (geofflee2006) | Ex-Dividend | Apr 22, 2025 | $1.04 |
 PRY.MI (jaynemesis) | Ex-Dividend | Apr 22, 2025 | $0.84 |
 DELL (Social-Investor) | Ex-Dividend | Apr 22, 2025 | $0.52 |
ORCL | Pay Day | Apr 23, 2025 | $0.50 |
 CSCO (Richardstroud) | Pay Day | Apr 23, 2025 | $0.41 |
AIR.PA | Pay Day | Apr 24, 2025 | $1.04 |
AIR.PA (geofflee2006) | Pay Day | Apr 24, 2025 | $1.04 |
PRY.MI (jaynemesis) | Pay Day | Apr 24, 2025 | $0.84 |
 CRM (jaynemesis) | Pay Day | Apr 24, 2025 | $0.42 |
 RMV.L (Wesl3y) | Ex-Dividend | Apr 24, 2025 | $0.08 |
 MC.PA (JeppeKirkBonde) | Ex-Dividend | Apr 24, 2025 | $8.54 |
 CDI.PA (JeppeKirkBonde) | Ex-Dividend | Apr 24, 2025 | $7.83 |
 DGE.L (Richardstroud) | Pay Day | Apr 24, 2025 | $0.50 |
 LGEN.L (Richardstroud) | Ex-Dividend | Apr 24, 2025 | $0.20 |
 ORK.OL (JeppeKirkBonde) | Ex-Dividend | Apr 25, 2025 | $0.57 |
NWG.L | Pay Day | Apr 28, 2025 | $0.20 |
NWG.L (geofflee2006) | Pay Day | Apr 28, 2025 | $0.20 |
MC.PA (JeppeKirkBonde) | Pay Day | Apr 28, 2025 | $8.54 |
 ASML (JeppeKirkBonde) | Ex-Dividend | Apr 28, 2025 | $1.92 |
CDI.PA (JeppeKirkBonde) | Pay Day | Apr 28, 2025 | $7.83 |
ASML (Social-Investor) | Ex-Dividend | Apr 28, 2025 | $1.92 |
 JD.US (Social-Investor) | Pay Day | Apr 29, 2025 | $1.00 |
 MOMO | Pay Day | Apr 30, 2025 | $0.30 |
 JPM (JeppeKirkBonde) | Pay Day | Apr 30, 2025 | $1.40 |
 LNT (RenewableEnergy) | Ex-Dividend | Apr 30, 2025 | $0.51 |
 FCX (JeppeKirkBonde) | Pay Day | May 1, 2025 | $0.15 |
 GRG.L (Richardstroud) | Ex-Dividend | May 1, 2025 | $0.64 |
 MRVL (Driverless) | Pay Day | May 1, 2025 | $0.06 |
MRVL (Social-Investor) | Pay Day | May 1, 2025 | $0.06 |
 COST (jaynemesis) | Ex-Dividend | May 2, 2025 | $1.30 |
DELL (Social-Investor) | Pay Day | May 2, 2025 | $0.52 |
 KER.PA (JeppeKirkBonde) | Ex-Dividend | May 5, 2025 | $4.13 |
ORK.OL (JeppeKirkBonde) | Pay Day | May 6, 2025 | $0.57 |
ASML (JeppeKirkBonde) | Pay Day | May 6, 2025 | $1.92 |
 HEXA-B.ST (Driverless) | Ex-Dividend | May 6, 2025 | $0.14 |
ASML (Social-Investor) | Pay Day | May 6, 2025 | $1.92 |
 GAW.L (jaynemesis) | Pay Day | May 7, 2025 | $1.29 |
KER.PA (JeppeKirkBonde) | Pay Day | May 7, 2025 | $4.13 |
 EQT (JeppeKirkBonde) | Ex-Dividend | May 7, 2025 | $0.16 |
PNL.NV | Pay Day | May 9, 2025 | $0.08 |
 VIE.PA (jaynemesis) | Ex-Dividend | May 12, 2025 | $1.47 |
 NUE (jaynemesis) | Pay Day | May 12, 2025 | $0.55 |
 NHY.OL (JeppeKirkBonde) | Ex-Dividend | May 12, 2025 | $2.25 |
 SAN.PA (Richardstroud) | Ex-Dividend | May 12, 2025 | $4.26 |
 OSB.L (Richardstroud) | Pay Day | May 13, 2025 | $0.30 |
VIE.PA (jaynemesis) | Pay Day | May 14, 2025 | $1.47 |
SAN.PA (Richardstroud) | Pay Day | May 14, 2025 | $4.26 |
 TGT (Richardstroud) | Ex-Dividend | May 14, 2025 | $1.12 |
 ED (RenewableEnergy) | Ex-Dividend | May 14, 2025 | $0.85 |
HEXA-B.ST (Driverless) | Pay Day | May 14, 2025 | $0.14 |
MSFT | Ex-Dividend | May 15, 2025 | $0.83 |
ABT | Pay Day | May 15, 2025 | $0.59 |
MSFT (jaynemesis) | Ex-Dividend | May 15, 2025 | $0.83 |
MSFT (JeppeKirkBonde) | Ex-Dividend | May 15, 2025 | $0.83 |
MSFT (Richardstroud) | Ex-Dividend | May 15, 2025 | $0.83 |
PG (Richardstroud) | Pay Day | May 15, 2025 | $1.06 |
 TSCO.L (Richardstroud) | Ex-Dividend | May 15, 2025 | $0.12 |
LNT (RenewableEnergy) | Pay Day | May 15, 2025 | $0.51 |
MSFT (Social-Investor) | Ex-Dividend | May 15, 2025 | $0.83 |
COST (jaynemesis) | Pay Day | May 16, 2025 | $1.30 |
 0700.HK (JeppeKirkBonde) | Ex-Dividend | May 16, 2025 | $0.58 |
0700.HK (Richardstroud) | Ex-Dividend | May 16, 2025 | $0.58 |
 GEV (RenewableEnergy) | Pay Day | May 16, 2025 | $0.25 |
NHY.OL (JeppeKirkBonde) | Pay Day | May 20, 2025 | $2.25 |
RMV.L (Wesl3y) | Pay Day | May 23, 2025 | $0.08 |
 GS (JeppeKirkBonde) | Ex-Dividend | May 30, 2025 | $3.00 |
0700.HK (JeppeKirkBonde) | Pay Day | May 30, 2025 | $0.58 |
0700.HK (Richardstroud) | Pay Day | May 30, 2025 | $0.58 |
GRG.L (Richardstroud) | Pay Day | May 30, 2025 | $0.64 |
TGT (Richardstroud) | Pay Day | Jun 1, 2025 | $1.12 |
EQT (JeppeKirkBonde) | Pay Day | Jun 2, 2025 | $0.16 |
LHX | Ex-Dividend | Jun 3, 2025 | $1.20 |
 QCOM (Richardstroud) | Ex-Dividend | Jun 5, 2025 | $0.89 |
LGEN.L (Richardstroud) | Pay Day | Jun 5, 2025 | $0.20 |
QCOM (Driverless) | Ex-Dividend | Jun 5, 2025 | $0.89 |
 TT (jaynemesis) | Ex-Dividend | Jun 6, 2025 | $0.94 |
 00175.HK (Driverless) | Ex-Dividend | Jun 11, 2025 | $0.04 |
MSFT | Pay Day | Jun 12, 2025 | $0.83 |
MSFT (jaynemesis) | Pay Day | Jun 12, 2025 | $0.83 |
MSFT (JeppeKirkBonde) | Pay Day | Jun 12, 2025 | $0.83 |
 TSM (JeppeKirkBonde) | Ex-Dividend | Jun 12, 2025 | $0.68 |
MSFT (Richardstroud) | Pay Day | Jun 12, 2025 | $0.83 |
MSFT (Social-Investor) | Pay Day | Jun 12, 2025 | $0.83 |
 GRMN (jaynemesis) | Ex-Dividend | Jun 16, 2025 | $0.90 |
ED (RenewableEnergy) | Pay Day | Jun 16, 2025 | $0.85 |
 EWH (KenanAbel) | Pay Day | Jun 17, 2025 | $0.35 |
 EWG (KenanAbel) | Pay Day | Jun 17, 2025 | $0.76 |
 IWM (Wesl3y) | Pay Day | Jun 17, 2025 | $0.56 |
 IJH (Richardstroud) | Pay Day | Jun 17, 2025 | $0.16 |
LHX | Pay Day | Jun 18, 2025 | $1.20 |
 STMPA.PA (geofflee2006) | Ex-Dividend | Jun 23, 2025 | $0.09 |
 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 |
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 |
QCOM (Richardstroud) | Pay Day | Jun 26, 2025 | $0.89 |
 XLV (Richardstroud) | Pay Day | Jun 26, 2025 | $0.57 |
 XBI (Richardstroud) | Pay Day | Jun 26, 2025 | $0.12 |
QCOM (Driverless) | Pay Day | Jun 26, 2025 | $0.89 |
GRMN (jaynemesis) | Pay Day | Jun 27, 2025 | $0.90 |
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 |
 SPXS (jaynemesis) | Pay Day | Jul 2, 2025 | $0.12 |
 SQQQ (jaynemesis) | Pay Day | Jul 3, 2025 | $0.80 |
 NXT.L (Richardstroud) | Ex-Dividend | Jul 3, 2025 | $2.04 |
TSM (JeppeKirkBonde) | Pay Day | Jul 10, 2025 | $0.68 |
DIS | Pay Day | Jul 23, 2025 | $0.50 |
DIS (Wesl3y) | Pay Day | Jul 23, 2025 | $0.50 |
DIS (Richardstroud) | Pay Day | Jul 23, 2025 | $0.50 |
DIS (Social-Investor) | Pay Day | Jul 23, 2025 | $0.50 |
00175.HK (Driverless) | Pay Day | Jul 25, 2025 | $0.04 |
NXT.L (Richardstroud) | Pay Day | Aug 1, 2025 | $2.04 |
0916.HK (RenewableEnergy) | Pay Day | Aug 15, 2025 | $0.03 |
 INDA (KenanAbel) | Pay Day | Dec 20, 2025 | $0.40 |
INDA (JeppeKirkBonde) | Pay Day | Dec 20, 2025 | $0.40 |
Performance Metrics
Score 3.4/10
Beta
1.03
1.03
0
0.8
1.2
0
2
Sharpe Ratio
0.37
0.37
0
0.5
1
1.5
1.5
Sortino Ratio
0.61
0.61
0
1
2
3
3
Jensen's Alpha
-7.1
-7.1
-8
0
2
4.5
4.5
Omega Ratio
0.61
0.61
0
1
1.5
2.5
2.5
Treynor Ratio
0.61
0.61
0
0.75
1.25
2
2
Information Ratio
-0.65
-0.65
-1
0.3
0.6
1
1
Calmar Ratio
0.25
0.25
0
0.3
0.6
1
1
Beta
1.03
1.03
0
0.8
1.2
0
2
Sharpe Ratio
0.37
0.37
0
0.5
1
1.5
1.5
Sortino Ratio
0.61
0.61
0
1
2
3
3
Jensen's Alpha
-7.1
-7.1
-8
0
2
4.5
4.5
Omega Ratio
0.61
0.61
0
1
1.5
2.5
2.5
Treynor Ratio
0.61
0.61
0
0.75
1.25
2
2
Information Ratio
-0.65
-0.65
-1
0.3
0.6
1
1
Calmar Ratio
0.25
0.25
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
27.61
High:
PLTR
495.93PLTRLow:
ORSTED.CO
-130.5ORSTED.CODetails
PEG Ratio
144.55
High:PLTR
441.28PLTRLow:ORSTED.CO
-136.48ORSTED.CODetails
Price/Book
7.97
High:
AAPL
44.38AAPLLow:
NVAX
-1.54NVAXDetails
Price/Sales
4.72
High:PLTR
82.74PLTRLow:
AF.PA
0.06AF.PADetails
Price/CF
21.28
High:PLTR
165.72PLTRLow:AF.PA
0.74AF.PADetails
Price/FCF
38.95
High:
TSLA
396.62TSLALow:
QD
2.58QDDetails
P/E Ratio
27.61
High:PLTR
495.93PLTRLow:ORSTED.CO
-130.5ORSTED.CODetails
PEG Ratio
144.55
High:PLTR
441.28PLTRLow:ORSTED.CO
-136.48ORSTED.CODetails
Price/Book
7.97
High:AAPL
44.38AAPLLow:NVAX
-1.54NVAXDetails
Price/Sales
4.72
High:PLTR
82.74PLTRLow:AF.PA
0.06AF.PADetails
Price/CF
21.28
High:PLTR
165.72PLTRLow:AF.PA
0.74AF.PADetails
Price/FCF
38.95
High:TSLA
396.62TSLALow:QD
2.58QDDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-34.07% | Nov 2021 | Nov 2024 | 36 |
-16.1% | Feb 2025 | - | 3 |
-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 |