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-0.06%
Today
+1.84%
This Month
+9.51%
Year To Date
+37.06%
2 Years
+42.05%
5 Years
-4.48%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading28.96%
- 🖥️ Technology Services9.73%
- 💵 Cash6.92%
- 💇♀️ Consumer Services6.45%
- 💰 Finance5.39%
- 🧬 Health Technology4.8%
- 💻 Electronic Technology4.67%
- 🛍️ Retail Trade4.49%
- 🍞 Consumer Non Durables4.17%
- 💼 Commercial Services3.52%
- 🛠️ Producer Manufacturing2.79%
- 🚚 Transportation2.76%
- 📊 ETFs1.34%
- 🚗 Consumer Durables1.09%
- 🏭 Industrial Services0.83%
- 📦 Distribution Services0.8%
- 🪙 Cryptocurrencies0.67%
- 🪨 Non Energy Minerals0.6%
- 🧪 Process Industries0.49%
- 🏥 Health Services0.46%
- 📡 Communications0.22%
- ⛏️ Energy Minerals0.14%
- 🧩 Miscellaneous0.12%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq38.74%
- 🇺🇸 NYSE25.52%
- 🇬🇧 LSE12.42%
- 🌍 Digital Currency3.35%
- 🇫🇷 Euronext Paris0.51%
- 🇳🇱 Euronext Amsterdam0.28%
- 🇭🇰 Hong Kong Exchanges0.21%
- 🇺🇸 Chicago Board Options Exchange0.19%
- 🇩🇪 FRA0.11%
- 🇪🇸 Bolsa De Madrid0.1%
- 🇦🇺 Sydney0.1%
- 🇨🇭 SIX0.07%
- 🇫🇮 Helsinki Stock Exchange0.06%
- 🇮🇹 Borsa Italiana0.04%
- 🇩🇰 Copenhagen Stock Exchange0.02%
- 🇦🇪 Dubai Financial Market0.02%
- 🇸🇪 Stockholm Stock Exchange0.01%
- 🇳🇴 Oslo Stock Exchange0.01%
- 🇸🇦 Tadawul0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States52.59%
- 🇬🇧 United Kingdom12.18%
- 🇺🇾 Uruguay1.42%
- 🇮🇱 Israel1.38%
- 🇨🇦 Canada1.32%
- 🇳🇱 Netherlands0.89%
- 🇨🇳 China0.78%
- 🇫🇷 France0.51%
- 🇩🇰 Denmark0.5%
- 🇱🇺 Luxembourg0.37%
- 🇸🇬 Singapore0.33%
- 🇰🇾 Cayman Islands0.29%
- 🇲🇽 Mexico0.23%
- 🇨🇭 Switzerland0.22%
- 🇯🇵 Japan0.17%
- 🇧🇲 Bermuda0.16%
- 🇩🇪 Germany0.11%
- 🇪🇸 Spain0.1%
- 🇦🇺 Australia0.1%
- 🇮🇳 India0.09%
- 🇫🇮 Finland0.06%
- 🇹🇼 Taiwan0.05%
- 🇮🇪 Ireland0.04%
- 🇮🇹 Italy0.04%
- 🇨🇾 Cyprus0.03%
- 🇿🇦 South Africa0.01%
- 🇸🇪 Sweden0.01%
- 🇳🇴 Norway0.01%
- 🇰🇷 South Korea0%
- 🇧🇷 Brazil0%
- 🇸🇦 Saudi Arabia0%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
1.48%
140 out of 265 instruments pay dividend.
37 dividend payments in the next 30 days.
Highest Dividend: $CBG.L (30.29%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 CBG.L | 0.57% | 30.29% | $0.68 |
 DNLM.L | 0.05% | 6.64% | $0.78 |
 Alderique | 0.04% | 1.22% | - |
 ddvaz2097 | 0.04% | 1.45% | - |
 LGEN.L | 0.03% | 8.22% | $0.2 |
 Onegirl | 0.03% | 0.23% | - |
 EZJ.L | 0.03% | 2.39% | $0.05 |
 TLT | 0.03% | 4.39% | - |
 BBY | 0.03% | 5.7% | $3.72 |
 MRK | 0.03% | 4.04% | $3.04 |
 ITRK.L | 0.02% | 3.21% | $1.12 |
 SN.L | 0.02% | 2.57% | $0.3 |
 DGE.L | 0.02% | 4.22% | $0.81 |
 BME.L | 0.02% | 6.28% | $0.15 |
 RIO.L | 0.02% | 6.71% | $3.41 |
 TTC | 0.02% | 2.04% | $1.42 |
 DIS | 0.02% | 0.83% | $0.75 |
 SBUX | 0.01% | 2.62% | $2.24 |
 VCT.L | 0.01% | 8.52% | $0.6 |
 GPC | 0.01% | 3.27% | $3.9 |
 DPZ | 0.01% | 1.41% | $5.44 |
 AV.L | 0.01% | 5.59% | $0.33 |
 GSK.L | 0.01% | 4.62% | $0.59 |
 JeppeKirkBonde | 0.01% | 1.4% | - |
 FuturePayments | 0.01% | 0.55% | - |
 JNJ | 0.01% | 3.1% | $4.81 |
 TGT | 0.01% | 4.41% | $4.42 |
 ABF.L | 0.01% | 2.87% | $0.54 |
 PAC | 0.01% | 4.01% | $3.79 |
 KO | 0.01% | 2.87% | $1.89 |
 BLND.L | 0.01% | 3.95% | $0.23 |
 NVO | 0.01% | 1.83% | $0.98 |
 CLX | 0.01% | 3.85% | $4.8 |
 LEVI | 0.01% | 2.56% | $0.48 |
 PSN.L | 0.01% | 5.1% | $0.6 |
 MO | 0.01% | 6.93% | $3.92 |
 CCC.L | 0.01% | 3.13% | $0.68 |
 PGR | 0.01% | 2% | $1.15 |
 PRU.L | 0.01% | 1.9% | $0.28 |
 ULVR.L | 0.01% | 3.41% | $1.47 |
 ORA.PA | 0.01% | 5.74% | $0.72 |
 LOW | 0.01% | 2.1% | $4.45 |
 HLMA.L | 0.01% | 0.72% | $0.22 |
 BBOX.L | 0.01% | 5.34% | $0.07 |
 SXS.L | 0.01% | 2.13% | $0.79 |
 GSK | 0.01% | 4.37% | $1.45 |
 MMM | 0.01% | 1.88% | $5.21 |
 NXT.L | 0.01% | 1.91% | $2.07 |
 PHG | 0.01% | 3.07% | - |
 TFC | 0.01% | 4.64% | $2.08 |
 CVS | 0% | 4.31% | $2.54 |
 QCOM | 0% | 2.19% | $3.25 |
 TJX | 0% | 1.28% | $1.42 |
 VOD | 0% | 4.13% | $0.94 |
 GRG.L | 0% | 4.02% | $0.6 |
 MCD | 0% | 2.35% | $6.53 |
 VOW3.DE | 0% | 6.99% | $9.06 |
 STT | 0% | 2.88% | $2.76 |
 MTCH | 0% | 1.75% | - |
 WEN | 0% | 8.6% | $1 |
 ASML | 0% | 0.84% | $5.57 |
 MTN | 0% | 5.56% | $8.56 |
 ABT | 0% | 1.87% | $2.16 |
 PEP | 0% | 3.88% | $5.15 |
 DGX | 0% | 1.86% | $2.92 |
 JPM | 0% | 1.82% | $4.4 |
 NKE | 0% | 2.12% | $1.45 |
 TEP.PA | 0% | 4.96% | $3.85 |
 MC.PA | 0% | 2.78% | $13 |
 CSCO | 0% | 2.37% | $1.58 |
 CAL | 0% | 2.01% | $0.28 |
 IBM | 0% | 2.35% | $6.65 |
 V | 0% | 0.65% | $2.01 |
 HD | 0% | 2.5% | $8.52 |
 VLTO | 0% | 0.41% | $0.27 |
 TXN | 0% | 2.53% | $5.14 |
 WING | 0% | 0.33% | $0.88 |
 LRCX | 0% | 0.9% | $8 |
 UNP | 0% | 2.38% | $5.2 |
 CWK.L | 0% | 1.93% | $0.9 |
 ODFL | 0% | 0.66% | $0.92 |
 DevonToogood | 0% | 0.11% | - |
 YUM | 0% | 1.89% | $2.55 |
 FRO | 0% | 7.39% | $2.17 |
 ITX.MC | 0% | 3.25% | $1.11 |
 GM | 0% | 0.95% | $0.42 |
 PRU.ASX | 0% | 1.78% | $0.04 |
 EQT | 0% | 1.17% | $0.62 |
 TSCO | 0% | 1.57% | $4.26 |
 AAL.L | 0% | 2.39% | $0.77 |
 ABBV | 0% | 3.49% | $6.06 |
 SLG | 0% | 5.09% | $3.17 |
 INTC | 0% | 2.15% | $0.5 |
 GRMN | 0% | 1.59% | $3.71 |
 PM | 0% | 2.99% | $5.2 |
 MSFT | 0% | 0.65% | $3 |
 META | 0% | 0.29% | $1 |
 CAT | 0% | 1.39% | $5.31 |
 PZZA | 0% | 4.09% | $1.84 |
 EA | 0% | 0.5% | $0.76 |
 EL | 0% | 1.98% | $2.64 |
 WCC | 0% | 0.85% | $1.58 |
 MAR | 0% | 0.94% | $2.19 |
 EME | 0% | 0.18% | $0.79 |
 AZN.L | 0% | 2.4% | $2.28 |
 ACN | 0% | 2.1% | $4.99 |
 dpvandoorn | 0% | 0.2% | - |
 GOOG | 0% | 0.42% | $0.2 |
 AUTO.L | 0% | 1.28% | $0.1 |
 CGNX | 0% | 0.93% | $0.3 |
 LPX | 0% | 1.25% | $1 |
 MA | 0% | 0.53% | $2.46 |
 INTU | 0% | 0.54% | $3.6 |
 REL.L | 0% | 1.61% | $0.59 |
 CIBR | 0% | 0.23% | - |
 RR.L | 0% | 0.6% | - |
 CR | 0% | 0.46% | $0.77 |
 ECL | 0% | 0.94% | $2.24 |
 SONY | 0% | 0.4% | $0.49 |
 GEHC | 0% | 0.18% | $0.12 |
 RBA | 0% | 1.03% | $1.08 |
 SCHW | 0% | 1.08% | $1 |
 WMT | 0% | 0.98% | $0.81 |
 GOOGL | 0% | 0.43% | $0.2 |
 BAB.L | 0% | 0.61% | $0.02 |
 NTDOY | 0% | 0.79% | $0.24 |
 KNSL | 0% | 0.13% | $0.58 |
 AME | 0% | 0.66% | $1.06 |
 LLY | 0% | 0.76% | $4.86 |
 COST | 0% | 0.52% | $19.22 |
 HWM | 0% | 0.19% | $0.19 |
 CRM | 0% | 0.62% | $0.4 |
 AAPL | 0% | 0.48% | $0.97 |
 HOC.L | 0% | 0.54% | - |
 NWSA | 0% | 0.68% | $0.2 |
 KLAC | 0% | 0.72% | $5.65 |
 NVDA | 0% | 0.02% | $0.02 |
 avfwwltd | 0% | 0% | - |
 AMG | 0% | 0.02% | $0.04 |
 VALT.L | 0% | -1.4% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
CSCO | Pay Day | Jul 23, 2025 | $0.41 |
DIS | Pay Day | Jul 23, 2025 | $0.50 |
LOW | Ex-Dividend | Jul 23, 2025 | $1.20 |
DIS (Alderique) | Pay Day | Jul 23, 2025 | $0.50 |
LEVI | Ex-Dividend | Jul 24, 2025 | $0.14 |
BLND.L | Pay Day | Jul 25, 2025 | $0.14 |
GEHC | Ex-Dividend | Jul 25, 2025 | $0.04 |
 PFE (Alderique) | Ex-Dividend | Jul 25, 2025 | $0.43 |
ASML | Ex-Dividend | Jul 29, 2025 | $1.86 |
 FAST (Alderique) | Ex-Dividend | Jul 29, 2025 | $0.22 |
ASML (dpvandoorn) | Ex-Dividend | Jul 29, 2025 | $1.86 |
ASML (JeppeKirkBonde) | Ex-Dividend | Jul 29, 2025 | $1.86 |
 IBE.MC (JeppeKirkBonde) | Pay Day | Jul 30, 2025 | $0.46 |
JPM | Pay Day | Jul 31, 2025 | $1.40 |
TXN | Ex-Dividend | Jul 31, 2025 | $1.36 |
EME | Pay Day | Jul 31, 2025 | $0.25 |
VLTO | Pay Day | Jul 31, 2025 | $0.11 |
 MRVL (dpvandoorn) | Pay Day | Jul 31, 2025 | $0.06 |
JPM (JeppeKirkBonde) | Pay Day | Jul 31, 2025 | $1.40 |
VOD | Pay Day | Aug 1, 2025 | $0.25 |
COST | Ex-Dividend | Aug 1, 2025 | $1.30 |
CVS | Pay Day | Aug 1, 2025 | $0.66 |
NXT.L | Pay Day | Aug 1, 2025 | $2.04 |
BME.L | Pay Day | Aug 1, 2025 | $0.13 |
COST (Alderique) | Ex-Dividend | Aug 1, 2025 | $1.30 |
 FCX (JeppeKirkBonde) | Pay Day | Aug 1, 2025 | $0.15 |
 O (ddvaz2097) | Ex-Dividend | Aug 1, 2025 | $0.27 |
LOW | Pay Day | Aug 6, 2025 | $1.20 |
ASML | Pay Day | Aug 6, 2025 | $1.86 |
EQT | Ex-Dividend | Aug 6, 2025 | $0.16 |
ASML (dpvandoorn) | Pay Day | Aug 6, 2025 | $1.86 |
ASML (JeppeKirkBonde) | Pay Day | Aug 6, 2025 | $1.86 |
EQT (JeppeKirkBonde) | Ex-Dividend | Aug 6, 2025 | $0.16 |
MA | Pay Day | Aug 8, 2025 | $0.76 |
LEVI | Pay Day | Aug 8, 2025 | $0.14 |
MA (Alderique) | Pay Day | Aug 8, 2025 | $0.76 |
 CARR (Alderique) | Pay Day | Aug 8, 2025 | $0.22 |
 AXP (FuturePayments) | Pay Day | Aug 8, 2025 | $0.82 |
MA (FuturePayments) | Pay Day | Aug 8, 2025 | $0.76 |
TXN | Pay Day | Aug 12, 2025 | $1.36 |
TGT | Ex-Dividend | Aug 13, 2025 | $1.14 |
TJX | Ex-Dividend | Aug 14, 2025 | $0.42 |
WMT | Ex-Dividend | Aug 15, 2025 | $0.24 |
SBUX | Ex-Dividend | Aug 15, 2025 | $0.61 |
ACN | Pay Day | Aug 15, 2025 | $1.48 |
ABBV | Pay Day | Aug 15, 2025 | $1.64 |
COST | Pay Day | Aug 15, 2025 | $1.30 |
ABT | Pay Day | Aug 15, 2025 | $0.59 |
LLY | Ex-Dividend | Aug 15, 2025 | $1.50 |
HLMA.L | Pay Day | Aug 15, 2025 | $0.19 |
GEHC | Pay Day | Aug 15, 2025 | $0.04 |
 PG (Alderique) | Pay Day | Aug 15, 2025 | $1.06 |
COST (Alderique) | Pay Day | Aug 15, 2025 | $1.30 |
 KR (Alderique) | Ex-Dividend | Aug 15, 2025 | $0.35 |
SBUX (dpvandoorn) | Ex-Dividend | Aug 15, 2025 | $0.61 |
ABBV (ddvaz2097) | Pay Day | Aug 15, 2025 | $1.64 |
O (ddvaz2097) | Pay Day | Aug 15, 2025 | $0.27 |
CAT | Pay Day | Aug 20, 2025 | $1.51 |
MSFT | Ex-Dividend | Aug 21, 2025 | $0.83 |
BAB.L | Ex-Dividend | Aug 21, 2025 | $0.06 |
MSFT (Alderique) | Ex-Dividend | Aug 21, 2025 | $0.83 |
MSFT (Onegirl) | Ex-Dividend | Aug 21, 2025 | $0.83 |
MSFT (dpvandoorn) | Ex-Dividend | Aug 21, 2025 | $0.83 |
MSFT (JeppeKirkBonde) | Ex-Dividend | Aug 21, 2025 | $0.83 |
JNJ | Ex-Dividend | Aug 26, 2025 | $1.30 |
FAST (Alderique) | Pay Day | Aug 26, 2025 | $0.22 |
AUTO.L | Ex-Dividend | Aug 28, 2025 | $0.10 |
SBUX | Pay Day | Aug 29, 2025 | $0.61 |
UNP | Ex-Dividend | Aug 29, 2025 | $1.38 |
CWK.L | Pay Day | Aug 29, 2025 | $1.02 |
 TSN (Alderique) | Ex-Dividend | Aug 29, 2025 | $0.50 |
SBUX (dpvandoorn) | Pay Day | Aug 29, 2025 | $0.61 |
 GS (JeppeKirkBonde) | Ex-Dividend | Aug 29, 2025 | $4.00 |
TGT | Pay Day | Sep 1, 2025 | $1.14 |
KR (Alderique) | Pay Day | Sep 1, 2025 | $0.35 |
WMT | Pay Day | Sep 2, 2025 | $0.24 |
EQT | Pay Day | Sep 2, 2025 | $0.16 |
PFE (Alderique) | Pay Day | Sep 2, 2025 | $0.43 |
 LMT (JeppeKirkBonde) | Ex-Dividend | Sep 2, 2025 | $3.30 |
EQT (JeppeKirkBonde) | Pay Day | Sep 2, 2025 | $0.16 |
QCOM | Ex-Dividend | Sep 4, 2025 | $0.89 |
TJX | Pay Day | Sep 4, 2025 | $0.42 |
JNJ | Pay Day | Sep 9, 2025 | $1.30 |
LLY | Pay Day | Sep 10, 2025 | $1.50 |
MSFT | Pay Day | Sep 11, 2025 | $0.83 |
MSFT (Alderique) | Pay Day | Sep 11, 2025 | $0.83 |
MSFT (Onegirl) | Pay Day | Sep 11, 2025 | $0.83 |
MSFT (dpvandoorn) | Pay Day | Sep 11, 2025 | $0.83 |
MSFT (JeppeKirkBonde) | Pay Day | Sep 11, 2025 | $0.83 |
GRMN | Ex-Dividend | Sep 12, 2025 | $0.90 |
TSN (Alderique) | Pay Day | Sep 12, 2025 | $0.50 |
KO | Ex-Dividend | Sep 15, 2025 | $0.51 |
KO (Alderique) | Ex-Dividend | Sep 15, 2025 | $0.51 |
KO (ddvaz2097) | Ex-Dividend | Sep 15, 2025 | $0.51 |
 TSM (dpvandoorn) | Ex-Dividend | Sep 16, 2025 | $0.82 |
TSM (JeppeKirkBonde) | Ex-Dividend | Sep 16, 2025 | $0.82 |
QCOM | Pay Day | Sep 25, 2025 | $0.89 |
AUTO.L | Pay Day | Sep 26, 2025 | $0.10 |
GRMN | Pay Day | Sep 26, 2025 | $0.90 |
LMT (JeppeKirkBonde) | Pay Day | Sep 26, 2025 | $3.30 |
GS (JeppeKirkBonde) | Pay Day | Sep 29, 2025 | $4.00 |
UNP | Pay Day | Sep 30, 2025 | $1.38 |
BAB.L | Pay Day | Sep 30, 2025 | $0.06 |
 HUH1V.HE (Alderique) | Ex-Dividend | Sep 30, 2025 | $0.58 |
KO | Pay Day | Oct 1, 2025 | $0.51 |
STT | Ex-Dividend | Oct 1, 2025 | $0.84 |
KO (Alderique) | Pay Day | Oct 1, 2025 | $0.51 |
KO (ddvaz2097) | Pay Day | Oct 1, 2025 | $0.51 |
HUH1V.HE (Alderique) | Pay Day | Oct 8, 2025 | $0.58 |
TSM (dpvandoorn) | Pay Day | Oct 9, 2025 | $0.82 |
TSM (JeppeKirkBonde) | Pay Day | Oct 9, 2025 | $0.82 |
STT | Pay Day | Oct 14, 2025 | $0.84 |
ITX.MC | Ex-Dividend | Oct 30, 2025 | $0.92 |
ITX.MC | Pay Day | Nov 3, 2025 | $0.92 |
 INDA (JeppeKirkBonde) | Pay Day | Dec 20, 2025 | $0.00 |
Performance Metrics
Score 2.3/10
Beta
1.1
1.1
0
0.8
1.2
0
2
Sharpe Ratio
-0.14
-0.14
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.19
-0.19
-1
1
2
3
3
Jensen's Alpha
-14.09
-14.09
-15
0
2
4.5
4.5
Omega Ratio
0.49
0.49
0
1
1.5
2.5
2.5
Treynor Ratio
-0.28
-0.28
-1
0.75
1.25
2
2
Information Ratio
-0.76
-0.76
-1
0.3
0.6
1
1
Calmar Ratio
-0.07
-0.07
-1
0.3
0.6
1
1
Beta
1.1
1.1
0
0.8
1.2
0
2
Sharpe Ratio
-0.14
-0.14
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.19
-0.19
-1
1
2
3
3
Jensen's Alpha
-14.09
-14.09
-15
0
2
4.5
4.5
Omega Ratio
0.49
0.49
0
1
1.5
2.5
2.5
Treynor Ratio
-0.28
-0.28
-1
0.75
1.25
2
2
Information Ratio
-0.76
-0.76
-1
0.3
0.6
1
1
Calmar Ratio
-0.07
-0.07
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
31.8
High:
GRAB
953.57GRABLow:
LAC
-16,400LACDetails
PEG Ratio
105.82
High:
KO
9,978.59KOLow:LAC
-22,959.99LACDetails
Price/Book
7.49
High:LAC
1,228.46LACLow:
NIO
-168.98NIODetails
Price/Sales
4.83
High:
IONQ
247.1IONQLow:LAC
-LACDetails
Price/CF
18.81
High:
TTWO
18,296.3TTWOLow:
WW
1.17WWDetails
Price/FCF
37.8
High:
PEP
5,253.35PEPLow:WW
1.18WWDetails
P/E Ratio
31.8
High:GRAB
953.57GRABLow:LAC
-16,400LACDetails
PEG Ratio
105.82
High:KO
9,978.59KOLow:LAC
-22,959.99LACDetails
Price/Book
7.49
High:LAC
1,228.46LACLow:NIO
-168.98NIODetails
Price/Sales
4.83
High:IONQ
247.1IONQLow:LAC
-LACDetails
Price/CF
18.81
High:TTWO
18,296.3TTWOLow:WW
1.17WWDetails
Price/FCF
37.8
High:PEP
5,253.35PEPLow:WW
1.18WWDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-67.85% | Feb 2018 | - | 90 |