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+1.37%
This Month
+26.96%
Year To Date
+78.98%
2 Years
+73.33%
5 Years
+49.62%
10 Years
+7.15%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading92.1%
- 💵 Cash0.13%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq43.68%
- 🇺🇸 NYSE25.43%
- 🇨🇭 SIX4.68%
- 🇪🇸 Bolsa De Madrid2.43%
- 🇩🇪 FRA2.32%
- 🇭🇰 Hong Kong Exchanges2.07%
- 🇬🇧 LSE1.88%
- 🇫🇷 Euronext Paris1.78%
- 🇩🇰 Copenhagen Stock Exchange1.46%
- 🇮🇹 Borsa Italiana1.36%
- 🇳🇱 Euronext Amsterdam1%
- 🇺🇸 Chicago Board Options Exchange0.97%
- 🇦🇪 Dubai Financial Market0.76%
- 🇸🇪 Stockholm Stock Exchange0.72%
- 🇳🇴 Oslo Stock Exchange0.5%
- 🇫🇮 Helsinki Stock Exchange0.27%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States55.25%
- 🇨🇭 Switzerland5.53%
- 🇹🇼 Taiwan3.14%
- 🇮🇪 Ireland2.93%
- 🇨🇳 China2.58%
- 🇪🇸 Spain2.43%
- 🇩🇪 Germany2.32%
- 🇱🇺 Luxembourg2.02%
- 🇫🇷 France1.75%
- 🇳🇱 Netherlands1.69%
- 🇨🇦 Canada1.66%
- 🇩🇰 Denmark1.58%
- 🇮🇹 Italy1.36%
- 🇺🇾 Uruguay1.35%
- 🇸🇪 Sweden0.72%
- 🇳🇴 Norway0.5%
- 🇮🇱 Israel0.45%
- 🇬🇧 United Kingdom0.43%
- 🇫🇮 Finland0.27%
- 🇰🇷 South Korea0.26%
- 🇧🇷 Brazil0.18%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
0.76%
3 out of 3 instruments pay dividend.
10 dividend payments in the next 30 days.
Highest Dividend: JeppeKirkBonde (1%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 JeppeKirkBonde | 0.49% | 1% | - |
 jaynemesis | 0.24% | 0.68% | - |
 MarianoPardo | 0.03% | 0.39% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 JPM (MarianoPardo) | Ex-Dividend | Oct 6, 2025 | $1.50 |
JPM (JeppeKirkBonde) | Ex-Dividend | Oct 6, 2025 | $1.50 |
 CRM (jaynemesis) | Pay Day | Oct 9, 2025 | $0.42 |
 INTU (jaynemesis) | Ex-Dividend | Oct 9, 2025 | $1.20 |
CRM (MarianoPardo) | Pay Day | Oct 9, 2025 | $0.42 |
 0968.HK (jaynemesis) | Pay Day | Oct 10, 2025 | $0.00 |
 AXP (MarianoPardo) | Ex-Dividend | Oct 10, 2025 | $0.82 |
 FCX (JeppeKirkBonde) | Ex-Dividend | Oct 15, 2025 | $0.15 |
 HST (JeppeKirkBonde) | Pay Day | Oct 15, 2025 | $0.20 |
INTU (jaynemesis) | Pay Day | Oct 17, 2025 | $1.20 |
 MU (MarianoPardo) | Pay Day | Oct 21, 2025 | $0.12 |
MU (JeppeKirkBonde) | Pay Day | Oct 21, 2025 | $0.12 |
JPM (MarianoPardo) | Pay Day | Oct 31, 2025 | $1.50 |
JPM (JeppeKirkBonde) | Pay Day | Oct 31, 2025 | $1.50 |
FCX (JeppeKirkBonde) | Pay Day | Nov 3, 2025 | $0.15 |
AXP (MarianoPardo) | Pay Day | Nov 10, 2025 | $0.82 |
 MSFT (jaynemesis) | Ex-Dividend | Nov 20, 2025 | $0.91 |
MSFT (MarianoPardo) | Ex-Dividend | Nov 20, 2025 | $0.91 |
MSFT (JeppeKirkBonde) | Ex-Dividend | Nov 20, 2025 | $0.91 |
 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 |
MSFT (jaynemesis) | Pay Day | Dec 11, 2025 | $0.91 |
MSFT (MarianoPardo) | Pay Day | Dec 11, 2025 | $0.91 |
MSFT (JeppeKirkBonde) | Pay Day | Dec 11, 2025 | $0.91 |
 TSM (JeppeKirkBonde) | Ex-Dividend | Dec 11, 2025 | $0.84 |
 GRMN (jaynemesis) | Ex-Dividend | Dec 12, 2025 | $0.90 |
 INDA (JeppeKirkBonde) | Pay Day | Dec 20, 2025 | $0.00 |
GRMN (jaynemesis) | Pay Day | Dec 26, 2025 | $0.90 |
TSM (JeppeKirkBonde) | Pay Day | Jan 8, 2026 | $0.84 |
Performance Metrics
Score 3.4/10
Beta
0.86
0.86
0
0.8
1.2
0
2
Sharpe Ratio
0.3
0.3
0
0.5
1
1.5
1.5
Sortino Ratio
0.46
0.46
0
1
2
3
3
Jensen's Alpha
-3.8
-3.8
-4
0
2
4.5
4.5
Omega Ratio
0.73
0.73
0
1
1.5
2.5
2.5
Treynor Ratio
0.6
0.6
0
0.75
1.25
2
2
Information Ratio
-0.39
-0.39
-1
0.3
0.6
1
1
Calmar Ratio
0.2
0.2
0
0.3
0.6
1
1
Beta
0.86
0.86
0
0.8
1.2
0
2
Sharpe Ratio
0.3
0.3
0
0.5
1
1.5
1.5
Sortino Ratio
0.46
0.46
0
1
2
3
3
Jensen's Alpha
-3.8
-3.8
-4
0
2
4.5
4.5
Omega Ratio
0.73
0.73
0
1
1.5
2.5
2.5
Treynor Ratio
0.6
0.6
0
0.75
1.25
2
2
Information Ratio
-0.39
-0.39
-1
0.3
0.6
1
1
Calmar Ratio
0.2
0.2
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 |
|---|---|---|---|
-35.79% | Nov 2021 | Jun 2025 | 43 |
-14.72% | Feb 2020 | Nov 2020 | 9 |
-6.11% | Sep 2021 | Oct 2021 | 1 |
-1.26% | May 2021 | Jun 2021 | 1 |
-0.93% | Jul 2021 | Aug 2021 | 1 |
-0.25% | Mar 2021 | Apr 2021 | 1 |