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+2.1%
This Month
+14.1%
Year To Date
+22.65%
2 Years
+22.65%
5 Years
+22.65%
10 Years
+27.76%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading33.01%
- 🖥️ Technology Services20.12%
- 💵 Cash15.05%
- 💻 Electronic Technology10.68%
- 🛍️ Retail Trade5.68%
- 💰 Finance5.65%
- 🛠️ Producer Manufacturing4.2%
- 💇♀️ Consumer Services1.84%
- 🏭 Industrial Services1.42%
- 🪙 Cryptocurrencies1.22%
- 🚗 Consumer Durables0.73%
- 🧬 Health Technology0.57%
- 💼 Commercial Services0.33%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq36.74%
- 🇺🇸 NYSE26.01%
- 🇬🇧 LSE8.06%
- 🌍 Digital Currency4.45%
- 🇭🇰 Hong Kong Exchanges3.62%
- 🇸🇪 Stockholm Stock Exchange2.97%
- 🇫🇷 Euronext Paris0.82%
- 🇩🇪 FRA0.69%
- 🇦🇺 Sydney0.59%
- 🇮🇹 Borsa Italiana0.34%
- 🇪🇸 Bolsa De Madrid0.11%
- 🇳🇱 Euronext Amsterdam0.07%
- 🇳🇴 Oslo Stock Exchange0.06%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States54.9%
- 🇨🇦 Canada6.07%
- 🇬🇧 United Kingdom5.41%
- 🇨🇳 China4.31%
- 🇸🇪 Sweden2.97%
- 🇹🇼 Taiwan0.94%
- 🇩🇪 Germany0.69%
- 🇫🇷 France0.66%
- 🇿🇦 South Africa0.65%
- 🇦🇺 Australia0.59%
- 🇮🇹 Italy0.34%
- 🇮🇱 Israel0.2%
- 🇳🇱 Netherlands0.17%
- 🇪🇸 Spain0.11%
- 🇺🇾 Uruguay0.11%
- 🇦🇷 Argentina0.1%
- 🇨🇾 Cyprus0.07%
- 🇳🇴 Norway0.06%
- 🇩🇰 Denmark0.02%
Dividends
Dividend Yield
0.42%
21 out of 41 instruments pay dividend.
8 dividend payments in the next 30 days.
Highest Dividend: $LMT (3.14%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 GoldWorldWide | 0.1% | 0.97% | - |
 thomaspj | 0.07% | 0.69% | - |
 BA.L | 0.05% | 1.84% | $0.3 |
 01211.HK | 0.04% | 1.25% | $3.41 |
 EuropeDefense | 0.03% | 0.98% | - |
 StanleyDruck13F | 0.01% | 0.49% | - |
 Fostijn | 0.01% | 0.43% | - |
 CPU.ASX | 0.01% | 2.07% | $0.8 |
 LNG | 0.01% | 0.85% | $1.7 |
 SAABB.ST | 0.01% | 0.38% | $1.6 |
 AMAT | 0.01% | 0.96% | $1.44 |
 GOOG | 0.01% | 0.42% | $0.2 |
 META | 0.01% | 0.26% | $1 |
 IBKR | 0.01% | 0.43% | $0.55 |
 TSM | 0.01% | 0.95% | $1.74 |
 LMT | 0.01% | 3.14% | $12.45 |
 LLY | 0% | 0.77% | $4.86 |
 BABA | 0% | 0.85% | $0.98 |
 AAPL | 0% | 0.49% | $0.97 |
 COST | 0% | 0.52% | $19.22 |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
COST | Ex-Dividend | Aug 1, 2025 | $1.30 |
 FCX (StanleyDruck13F) | Pay Day | Aug 1, 2025 | $0.15 |
 C (thomaspj) | Ex-Dividend | Aug 4, 2025 | $0.60 |
 EQT (StanleyDruck13F) | Ex-Dividend | Aug 6, 2025 | $0.16 |
LNG | Ex-Dividend | Aug 8, 2025 | $0.50 |
 AXP (thomaspj) | Pay Day | Aug 8, 2025 | $0.82 |
 BCS (StanleyDruck13F) | Ex-Dividend | Aug 8, 2025 | $0.16 |
 WAB (StanleyDruck13F) | Ex-Dividend | Aug 14, 2025 | $0.25 |
COST | Pay Day | Aug 15, 2025 | $1.30 |
LLY | Ex-Dividend | Aug 15, 2025 | $1.50 |
 COF (StanleyDruck13F) | Ex-Dividend | Aug 15, 2025 | $0.60 |
LLY (StanleyDruck13F) | Ex-Dividend | Aug 15, 2025 | $1.50 |
 KMI (StanleyDruck13F) | Pay Day | Aug 15, 2025 | $0.29 |
LNG | Pay Day | Aug 18, 2025 | $0.50 |
AMAT | Ex-Dividend | Aug 21, 2025 | $0.46 |
 KGC (GoldWorldWide) | Ex-Dividend | Aug 21, 2025 | $0.03 |
 MSFT (thomaspj) | Ex-Dividend | Aug 21, 2025 | $0.83 |
 BAB.L (EuropeDefense) | Ex-Dividend | Aug 21, 2025 | $0.06 |
 DAL (StanleyDruck13F) | Pay Day | Aug 21, 2025 | $0.19 |
 WWD (StanleyDruck13F) | Ex-Dividend | Aug 21, 2025 | $0.28 |
C (thomaspj) | Pay Day | Aug 22, 2025 | $0.60 |
WAB (StanleyDruck13F) | Pay Day | Aug 28, 2025 | $0.25 |
IBKR | Ex-Dividend | Aug 29, 2025 | $0.08 |
 GS (thomaspj) | Ex-Dividend | Aug 29, 2025 | $4.00 |
LMT | Ex-Dividend | Sep 2, 2025 | $3.30 |
 AEM (GoldWorldWide) | Ex-Dividend | Sep 2, 2025 | $0.40 |
COF (StanleyDruck13F) | Pay Day | Sep 2, 2025 | $0.60 |
EQT (StanleyDruck13F) | Pay Day | Sep 2, 2025 | $0.16 |
 NEM (GoldWorldWide) | Ex-Dividend | Sep 4, 2025 | $0.25 |
KGC (GoldWorldWide) | Pay Day | Sep 4, 2025 | $0.03 |
WWD (StanleyDruck13F) | Pay Day | Sep 4, 2025 | $0.28 |
 PEP (Fostijn) | Ex-Dividend | Sep 5, 2025 | $1.42 |
GOOG | Ex-Dividend | Sep 8, 2025 | $0.21 |
GOOG (thomaspj) | Ex-Dividend | Sep 8, 2025 | $0.21 |
LLY | Pay Day | Sep 10, 2025 | $1.50 |
LLY (StanleyDruck13F) | Pay Day | Sep 10, 2025 | $1.50 |
AMAT | Pay Day | Sep 11, 2025 | $0.46 |
MSFT (thomaspj) | Pay Day | Sep 11, 2025 | $0.83 |
IBKR | Pay Day | Sep 12, 2025 | $0.08 |
GOOG | Pay Day | Sep 15, 2025 | $0.21 |
AEM (GoldWorldWide) | Pay Day | Sep 15, 2025 | $0.40 |
GOOG (thomaspj) | Pay Day | Sep 15, 2025 | $0.21 |
 TECK (StanleyDruck13F) | Ex-Dividend | Sep 15, 2025 | $0.09 |
TSM | Ex-Dividend | Sep 16, 2025 | $0.82 |
TSM (StanleyDruck13F) | Ex-Dividend | Sep 16, 2025 | $0.82 |
BCS (StanleyDruck13F) | Pay Day | Sep 16, 2025 | $0.16 |
LMT | Pay Day | Sep 26, 2025 | $3.30 |
NEM (GoldWorldWide) | Pay Day | Sep 29, 2025 | $0.25 |
GS (thomaspj) | Pay Day | Sep 29, 2025 | $4.00 |
TECK (StanleyDruck13F) | Pay Day | Sep 29, 2025 | $0.09 |
PEP (Fostijn) | Pay Day | Sep 30, 2025 | $1.42 |
BAB.L (EuropeDefense) | Pay Day | Sep 30, 2025 | $0.06 |
TSM | Pay Day | Oct 9, 2025 | $0.82 |
TSM (StanleyDruck13F) | Pay Day | Oct 9, 2025 | $0.82 |
Performance Metrics
Score 7.7/10
Beta
0.7
0.7
0
0.8
1.2
0
2
Sharpe Ratio
1.16
1.16
0
0.5
1
2
2
Sortino Ratio
2.26
2.26
0
1
2
3
3
Jensen's Alpha
9.07
9.07
-2
0
2
10
10
Omega Ratio
1.66
1.66
0
1
1.5
2.5
2.5
Treynor Ratio
1.77
1.77
0
0.75
1.25
2
2
Information Ratio
0.6
0.6
0
0.3
0.6
1
1
Calmar Ratio
3.98
3.98
0
0.3
0.6
4
4
Beta
0.7
0.7
0
0.8
1.2
0
2
Sharpe Ratio
1.16
1.16
0
0.5
1
2
2
Sortino Ratio
2.26
2.26
0
1
2
3
3
Jensen's Alpha
9.07
9.07
-2
0
2
10
10
Omega Ratio
1.66
1.66
0
1
1.5
2.5
2.5
Treynor Ratio
1.77
1.77
0
0.75
1.25
2
2
Information Ratio
0.6
0.6
0
0.3
0.6
1
1
Calmar Ratio
3.98
3.98
0
0.3
0.6
4
4
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
34.24
High:
PLTR
692.62PLTRLow:
SNOW
-52.36SNOWDetails
PEG Ratio
170.89
High:PLTR
839.5PLTRLow:
ACHR
-33.55ACHRDetails
Price/Book
9.3
High:
APP
213.64APPLow:
BRK.B
1.57BRK.BDetails
Price/Sales
7.06
High:
QBTS
228.73QBTSLow:ACHR
-ACHRDetails
Price/CF
22.52
High:
TTWO
18,296.3TTWOLow:
IBKR
1.38IBKRDetails
Price/FCF
47.26
High:
MSTR
1,187.5MSTRLow:IBKR
1.4IBKRDetails
P/E Ratio
34.24
High:PLTR
692.62PLTRLow:SNOW
-52.36SNOWDetails
PEG Ratio
170.89
High:PLTR
839.5PLTRLow:ACHR
-33.55ACHRDetails
Price/Book
9.3
High:APP
213.64APPLow:BRK.B
1.57BRK.BDetails
Price/Sales
7.06
High:QBTS
228.73QBTSLow:ACHR
-ACHRDetails
Price/CF
22.52
High:TTWO
18,296.3TTWOLow:IBKR
1.38IBKRDetails
Price/FCF
47.26
High:MSTR
1,187.5MSTRLow:IBKR
1.4IBKRDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-5.06% | Mar 2025 | Apr 2025 | 1 |
-3.28% | Dec 2024 | Feb 2025 | 2 |