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-4.41%
This Month
+34.75%
Year To Date
+83.45%
2 Years
+97.97%
5 Years
+95.22%
10 Years
+15.12%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading35.83%
- 💵 Cash24.47%
- 💻 Electronic Technology19.47%
- 🖥️ Technology Services8.45%
- 🚗 Consumer Durables8.07%
- 🚚 Transportation5.1%
- 📊 ETFs2.4%
- 🛍️ Retail Trade2.14%
- 🧩 Miscellaneous0.92%
- 🧬 Health Technology0.76%
- 💼 Commercial Services0.69%
- 💇♀️ Consumer Services0.19%
- 🏭 Industrial Services0.04%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq46.13%
- 🇺🇸 NYSE24%
- 🇬🇧 LSE6.6%
- 🇳🇴 Oslo Stock Exchange5.4%
- 🇫🇷 Euronext Paris0.65%
- 🇨🇭 SIX0.52%
- 🇮🇹 Borsa Italiana0.3%
- 🇪🇸 Bolsa De Madrid0.17%
- Abu Dhabi0.17%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States62.96%
- 🇳🇴 Norway5.4%
- 🇬🇧 United Kingdom3.73%
- 🇨🇦 Canada1.68%
- 🇮🇱 Israel1.41%
- 🇨🇭 Switzerland1.2%
- 🇳🇱 Netherlands1.15%
- 🇫🇷 France0.65%
- 🇮🇹 Italy0.3%
- 🇧🇷 Brazil0.29%
- 🇨🇳 China0.23%
- 🇬🇮 Gibraltar0.19%
- 🇪🇸 Spain0.17%
Dividends
Dividend Yield
1.27%
7 out of 19 instruments pay dividend.
24 dividend payments in the next 30 days.
Highest Dividend: $NAS.OL (11.54%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 NAS.OL | 0.59% | 11.54% | - |
 YieldKing | 0.38% | 3.29% | - |
 OilWorldWide | 0.26% | 2.47% | - |
 META | 0.02% | 0.34% | $1 |
 CloudComputing | 0.01% | 0.1% | - |
 PSH.L | 0.01% | 1.34% | - |
 SOBO | 0% | -5.29% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 GOOG (YieldKing) | Ex-Dividend | Jun 8, 2026 | $0.22 |
 GOOGL (CloudComputing) | Ex-Dividend | Jun 8, 2026 | $0.22 |
 JNJ (YieldKing) | Pay Day | Jun 9, 2026 | $1.34 |
 AGNC (YieldKing) | Pay Day | Jun 9, 2026 | $0.12 |
 CVX.US (OilWorldWide) | Pay Day | Jun 10, 2026 | $1.78 |
 XOM (OilWorldWide) | Pay Day | Jun 10, 2026 | $1.03 |
 OXY (OilWorldWide) | Ex-Dividend | Jun 10, 2026 | $0.26 |
 MSFT (YieldKing) | Pay Day | Jun 11, 2026 | $0.91 |
MSFT (CloudComputing) | Pay Day | Jun 11, 2026 | $0.91 |
 BABA (CloudComputing) | Ex-Dividend | Jun 11, 2026 | $1.05 |
 CRM (CloudComputing) | Ex-Dividend | Jun 11, 2026 | $0.44 |
 WMB (OilWorldWide) | Ex-Dividend | Jun 12, 2026 | $0.53 |
META | Ex-Dividend | Jun 15, 2026 | $0.53 |
 DVN (OilWorldWide) | Ex-Dividend | Jun 15, 2026 | $0.32 |
 CVE (OilWorldWide) | Ex-Dividend | Jun 15, 2026 | $0.16 |
GOOG (YieldKing) | Pay Day | Jun 15, 2026 | $0.22 |
META (YieldKing) | Ex-Dividend | Jun 15, 2026 | $0.53 |
 EL (YieldKing) | Pay Day | Jun 15, 2026 | $0.35 |
GOOGL (CloudComputing) | Pay Day | Jun 15, 2026 | $0.22 |
 EXPE (YieldKing) | Pay Day | Jun 18, 2026 | $0.48 |
 VLO (OilWorldWide) | Pay Day | Jun 23, 2026 | $1.20 |
 BLK (YieldKing) | Pay Day | Jun 23, 2026 | $5.73 |
 HAL (OilWorldWide) | Pay Day | Jun 24, 2026 | $0.17 |
META | Pay Day | Jun 25, 2026 | $0.53 |
 SU (OilWorldWide) | Pay Day | Jun 25, 2026 | $0.44 |
META (YieldKing) | Pay Day | Jun 25, 2026 | $0.53 |
 BP.L (OilWorldWide) | Pay Day | Jun 26, 2026 | $0.08 |
WMB (OilWorldWide) | Pay Day | Jun 29, 2026 | $0.53 |
 SHEL.L (OilWorldWide) | Pay Day | Jun 29, 2026 | $0.39 |
 SHEL (YieldKing) | Pay Day | Jun 29, 2026 | $0.78 |
 TTE.PA (OilWorldWide) | Ex-Dividend | Jun 30, 2026 | $1.01 |
DVN (OilWorldWide) | Pay Day | Jun 30, 2026 | $0.32 |
CVE (OilWorldWide) | Pay Day | Jun 30, 2026 | $0.16 |
 TRP (OilWorldWide) | Ex-Dividend | Jun 30, 2026 | $0.65 |
TTE.PA (OilWorldWide) | Pay Day | Jul 2, 2026 | $1.01 |
CRM (CloudComputing) | Pay Day | Jul 2, 2026 | $0.44 |
 REP.MC (OilWorldWide) | Ex-Dividend | Jul 6, 2026 | $0.59 |
REP.MC (OilWorldWide) | Pay Day | Jul 8, 2026 | $0.59 |
 SLB (OilWorldWide) | Pay Day | Jul 9, 2026 | $0.29 |
 BATS.L (YieldKing) | Ex-Dividend | Jul 9, 2026 | $0.83 |
 PLUS.L (YieldKing) | Pay Day | Jul 9, 2026 | $0.43 |
BABA (CloudComputing) | Pay Day | Jul 13, 2026 | $1.05 |
OXY (OilWorldWide) | Pay Day | Jul 15, 2026 | $0.26 |
 EOG (OilWorldWide) | Ex-Dividend | Jul 17, 2026 | $1.02 |
EOG (OilWorldWide) | Pay Day | Jul 31, 2026 | $1.02 |
TRP (OilWorldWide) | Pay Day | Jul 31, 2026 | $0.65 |
PSH.L | Ex-Dividend | Aug 13, 2026 | $0.18 |
 EQNR.OL (OilWorldWide) | Ex-Dividend | Aug 13, 2026 | $0.39 |
BATS.L (YieldKing) | Pay Day | Aug 14, 2026 | $0.83 |
 GLEN.L (YieldKing) | Ex-Dividend | Aug 26, 2026 | $0.09 |
EQNR.OL (OilWorldWide) | Pay Day | Aug 27, 2026 | $0.39 |
PSH.L | Pay Day | Sep 18, 2026 | $0.18 |
GLEN.L (YieldKing) | Pay Day | Sep 18, 2026 | $0.09 |
Performance Metrics
Score 4.9/10
Beta
0.86
0.86
0
0.8
1.2
0
2
Sharpe Ratio
0.49
0.49
0
0.5
1
1.5
1.5
Sortino Ratio
0.86
0.86
0
1
2
3
3
Jensen's Alpha
0.63
0.63
-2
0
2
4.5
4.5
Omega Ratio
0.96
0.96
0
1
1.5
2.5
2.5
Treynor Ratio
0.9
0.9
0
0.75
1.25
2
2
Information Ratio
-0.06
-0.06
-1
0.3
0.6
1
1
Calmar Ratio
0.31
0.31
0
0.3
0.6
1
1
Beta
0.86
0.86
0
0.8
1.2
0
2
Sharpe Ratio
0.49
0.49
0
0.5
1
1.5
1.5
Sortino Ratio
0.86
0.86
0
1
2
3
3
Jensen's Alpha
0.63
0.63
-2
0
2
4.5
4.5
Omega Ratio
0.96
0.96
0
1
1.5
2.5
2.5
Treynor Ratio
0.9
0.9
0
0.75
1.25
2
2
Information Ratio
-0.06
-0.06
-1
0.3
0.6
1
1
Calmar Ratio
0.31
0.31
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
45.95
High:
TSLA
382.29TSLALow:
NRIX
-4.84NRIXDetails
PEG Ratio
91.18
High:
MAT
401.45MATLow:PSH.L
3.24PSH.LDetails
Price/Book
9.8
High:
BA
28.64BALow:
EVOK.L
-0.26EVOK.LDetails
Price/Sales
7.71
High:NRIX
23.43NRIXLow:EVOK.L
0.1EVOK.LDetails
Price/CF
21.44
High:TSLA
79.58TSLALow:EVOK.L
1.09EVOK.LDetails
Price/FCF
59.26
High:
AMZN
325.85AMZNLow:EVOK.L
1.15EVOK.LDetails
P/E Ratio
45.95
High:TSLA
382.29TSLALow:NRIX
-4.84NRIXDetails
PEG Ratio
91.18
High:MAT
401.45MATLow:PSH.L
3.24PSH.LDetails
Price/Book
9.8
High:BA
28.64BALow:EVOK.L
-0.26EVOK.LDetails
Price/Sales
7.71
High:NRIX
23.43NRIXLow:EVOK.L
0.1EVOK.LDetails
Price/CF
21.44
High:TSLA
79.58TSLALow:EVOK.L
1.09EVOK.LDetails
Price/FCF
59.26
High:AMZN
325.85AMZNLow:EVOK.L
1.15EVOK.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-36.96% | Jun 2021 | Feb 2024 | 32 |
-12.16% | Feb 2025 | Jun 2025 | 4 |
-5.22% | Apr 2024 | Jun 2024 | 2 |
-4.41% | Jun 2026 | - | 1 |
-4.09% | Feb 2026 | Apr 2026 | 2 |
-1.82% | Oct 2024 | Nov 2024 | 1 |
-1.13% | Jul 2024 | Sep 2024 | 2 |
-1.05% | Nov 2025 | Dec 2025 | 1 |
-0.79% | Dec 2024 | Jan 2025 | 1 |