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+0.24%
This Month
+20.5%
Year To Date
+28.88%
2 Years
+30.01%
5 Years
+22.08%
10 Years
+2.18%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading35.63%
- 📊 ETFs23.21%
- 💻 Electronic Technology10.37%
- 💵 Cash4.76%
- 🧬 Health Technology3.97%
- 🚚 Transportation3.74%
- 💰 Finance3.65%
- 🖥️ Technology Services2.72%
- 📡 Communications2.48%
- 🛠️ Producer Manufacturing2.05%
- 🪨 Non Energy Minerals1.43%
- 💇♀️ Consumer Services1.38%
- 🚗 Consumer Durables1.17%
- 🛍️ Retail Trade1.04%
- 🍞 Consumer Non Durables1%
- 🧩 Miscellaneous0.7%
- 🪙 Cryptocurrencies0.58%
- 💼 Commercial Services0.48%
- ⚡ Utilities0.13%
- 🏥 Health Services0.02%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE36.59%
- 🇬🇧 LSE19.28%
- 🇺🇸 Nasdaq12.84%
- 🇩🇪 Xetra ETFs11.72%
- 🇺🇸 Chicago Board Options Exchange3.12%
- 🇫🇷 Euronext Paris2.49%
- 🇩🇪 FRA2.21%
- 🇮🇹 Borsa Italiana2.09%
- 🌍 Digital Currency1.1%
- 🇭🇰 Hong Kong Exchanges1.05%
- 🇨🇭 SIX0.85%
- 🇳🇱 Euronext Amsterdam0.83%
- 🇪🇸 Bolsa De Madrid0.65%
- 🇩🇰 Copenhagen Stock Exchange0.21%
- 🇦🇪 Dubai Financial Market0.09%
- 🇸🇪 Stockholm Stock Exchange0.07%
- 🇳🇴 Oslo Stock Exchange0.05%
- 🇫🇮 Helsinki Stock Exchange0.03%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States28.43%
- 🇬🇧 United Kingdom6.75%
- 🇫🇷 France2.49%
- 🇩🇪 Germany2.21%
- 🇮🇹 Italy2.09%
- 🇨🇳 China1.42%
- 🇨🇦 Canada0.98%
- 🇭🇰 Hong Kong0.91%
- 🇳🇱 Netherlands0.89%
- 🇨🇭 Switzerland0.85%
- 🇧🇷 Brazil0.69%
- 🇪🇸 Spain0.65%
- 🇲🇨 Monaco0.6%
- 🇩🇰 Denmark0.36%
- 🇹🇼 Taiwan0.32%
- 🇸🇬 Singapore0.2%
- 🇰🇾 Cayman Islands0.19%
- 🇸🇪 Sweden0.07%
- 🇮🇱 Israel0.06%
- 🇳🇴 Norway0.05%
- 🇰🇷 South Korea0.03%
- 🇫🇮 Finland0.03%
- 🇱🇺 Luxembourg0.02%
- 🇬🇮 Gibraltar0%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
0.91%
34 out of 73 instruments pay dividend.
9 dividend payments in the next 30 days.
Highest Dividend: $VALE (9.38%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 T | 0.07% | 4.39% | $1.11 |
 VALE | 0.06% | 9.38% | $1.33 |
 ValueFund | 0.06% | 1.33% | - |
 ISP.MI | 0.06% | 6.36% | $0.3 |
 LHA.DE | 0.06% | 3.67% | $0.3 |
 0941.HK | 0.05% | 6.02% | $4.83 |
 UCG.MI | 0.05% | 4.43% | $1.8 |
 Richardstroud | 0.05% | 1.53% | - |
 PFE | 0.05% | 6.72% | $1.66 |
 RNO.PA | 0.04% | 5.94% | $1.85 |
 JeppeKirkBonde | 0.04% | 1.01% | - |
 RIO | 0.04% | 5.04% | $4.34 |
 CA.PA | 0.04% | 6.85% | $0.87 |
 rubymza | 0.03% | 0.54% | - |
 KO | 0.03% | 2.9% | $1.89 |
 RR.L | 0.03% | 0.96% | - |
 JNJ | 0.02% | 2.54% | $4.81 |
 BLK | 0.02% | 1.94% | $20.2 |
 ROG.ZU | 0.02% | 3.13% | $9.6 |
 STNG | 0.02% | 2.92% | $1.4 |
 CON.DE | 0.02% | 3.84% | $2.2 |
 RCP.L | 0.01% | 1.94% | - |
 GE | 0.01% | 0.47% | $0.44 |
 ARMK | 0.01% | 1.17% | $0.4 |
 AZN | 0.01% | 1.71% | $1.42 |
 DIS | 0% | 0.95% | $0.75 |
 NVO | 0% | 2.57% | $0.98 |
 BABA | 0% | 0.66% | $0.98 |
 HWM | 0% | 0.23% | $0.19 |
 PRX.NV | 0% | 0.39% | $0.07 |
 PYPL | 0% | 0.23% | - |
 NVDA | 0% | 0.02% | $0.02 |
 GEHC | 0% | -0.17% | $-0.12 |
 GEV | 0% | -0.12% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
JNJ | Pay Day | Dec 9, 2025 | $1.30 |
 SPGI (Richardstroud) | Pay Day | Dec 10, 2025 | $0.96 |
 MSFT (JeppeKirkBonde) | Pay Day | Dec 11, 2025 | $0.91 |
 TSM (JeppeKirkBonde) | Ex-Dividend | Dec 11, 2025 | $0.84 |
MSFT (Richardstroud) | Pay Day | Dec 11, 2025 | $0.91 |
MSFT (rubymza) | Pay Day | Dec 11, 2025 | $0.91 |
 INDA | Pay Day | Dec 20, 2025 | $0.00 |
INDA (JeppeKirkBonde) | Pay Day | Dec 20, 2025 | $0.00 |
 BATS.L (ValueFund) | Ex-Dividend | Dec 29, 2025 | $0.76 |
 LMT (JeppeKirkBonde) | Pay Day | Dec 30, 2025 | $3.45 |
 GS (JeppeKirkBonde) | Pay Day | Dec 30, 2025 | $4.00 |
 NXT.L (Richardstroud) | Pay Day | Jan 5, 2026 | $1.19 |
TSM (JeppeKirkBonde) | Pay Day | Jan 8, 2026 | $0.84 |
BATS.L (ValueFund) | Pay Day | Feb 4, 2026 | $0.76 |
Performance Metrics
Score 2.8/10
Beta
0.53
0.53
0
0.8
1.2
0
2
Sharpe Ratio
0.06
0.06
0
0.5
1
1.5
1.5
Sortino Ratio
0.09
0.09
0
1
2
3
3
Jensen's Alpha
-5.18
-5.18
-6
0
2
4.5
4.5
Omega Ratio
0.53
0.53
0
1
1.5
2.5
2.5
Treynor Ratio
0.14
0.14
0
0.75
1.25
2
2
Information Ratio
-0.77
-0.77
-1
0.3
0.6
1
1
Calmar Ratio
0.06
0.06
0
0.3
0.6
1
1
Beta
0.53
0.53
0
0.8
1.2
0
2
Sharpe Ratio
0.06
0.06
0
0.5
1
1.5
1.5
Sortino Ratio
0.09
0.09
0
1
2
3
3
Jensen's Alpha
-5.18
-5.18
-6
0
2
4.5
4.5
Omega Ratio
0.53
0.53
0
1
1.5
2.5
2.5
Treynor Ratio
0.14
0.14
0
0.75
1.25
2
2
Information Ratio
-0.77
-0.77
-1
0.3
0.6
1
1
Calmar Ratio
0.06
0.06
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
30.11
High:
INTC
4,128.3INTCLow:
03690.HK
-259.5203690.HKDetails
PEG Ratio
209.72
High:INTC
4,112.79INTCLow:
CRSR
-31.87CRSRDetails
Price/Book
5.8
High:
PLTR
63.68PLTRLow:
BA
-18.64BADetails
Price/Sales
4.23
High:PLTR
116.19PLTRLow:
COCP
-COCPDetails
Price/CF
16.96
High:PLTR
258.05PLTRLow:
AF.PA
0.76AF.PADetails
Price/FCF
40.05
High:
VALE
565.82VALELow:
PFC.L
2.55PFC.LDetails
P/E Ratio
30.11
High:INTC
4,128.3INTCLow:03690.HK
-259.5203690.HKDetails
PEG Ratio
209.72
High:INTC
4,112.79INTCLow:CRSR
-31.87CRSRDetails
Price/Book
5.8
High:PLTR
63.68PLTRLow:BA
-18.64BADetails
Price/Sales
4.23
High:PLTR
116.19PLTRLow:COCP
-COCPDetails
Price/CF
16.96
High:PLTR
258.05PLTRLow:AF.PA
0.76AF.PADetails
Price/FCF
40.05
High:VALE
565.82VALELow:PFC.L
2.55PFC.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-36.61% | Jun 2018 | - | 91 |
-10.66% | Aug 2016 | Oct 2016 | 2 |
-3.71% | May 2017 | Jul 2017 | 2 |
-2.86% | Mar 2018 | Apr 2018 | 1 |
-2.52% | Nov 2016 | Dec 2016 | 1 |
-1.15% | Aug 2017 | Sep 2017 | 1 |
-0.21% | Oct 2017 | Dec 2017 | 2 |