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-0.16%
Today
+0.36%
This Month
-7.05%
Year To Date
+56.72%
2 Years
+7.47%
5 Years
+2.03%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading43.56%
- 🖥️ Technology Services15.32%
- 🚗 Consumer Durables10.58%
- 🚚 Transportation8.56%
- 💻 Electronic Technology8.3%
- 📊 ETFs3.28%
- 🛍️ Retail Trade2.96%
- 🧩 Miscellaneous1.56%
- 💰 Finance1.02%
- 🧬 Health Technology1.01%
- 💇♀️ Consumer Services0.47%
- 💵 Cash0.2%
- 🏭 Industrial Services0.05%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq44.77%
- 🇺🇸 NYSE31.48%
- 🇳🇴 Oslo Stock Exchange8.86%
- 🇬🇧 LSE7.77%
- 🇨🇭 SIX1.16%
- 🇫🇷 Euronext Paris0.92%
- 🇭🇰 Hong Kong Exchanges0.82%
- 🇮🇹 Borsa Italiana0.37%
- 🇸🇦 Tadawul0.29%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States67.74%
- 🇳🇴 Norway8.86%
- 🇬🇧 United Kingdom5.42%
- 🇨🇦 Canada2.16%
- 🇮🇱 Israel1.85%
- 🇨🇭 Switzerland1.58%
- 🇨🇳 China1.42%
- 🇫🇷 France0.92%
- 🇬🇮 Gibraltar0.47%
- 🇮🇹 Italy0.37%
- 🇧🇷 Brazil0.36%
- 🇸🇦 Saudi Arabia0.29%
Dividends
Dividend Yield
1.28%
7 out of 20 instruments pay dividend.
9 dividend payments in the next 30 days.
Highest Dividend: YieldKing (4.32%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 YieldKing | 0.66% | 4.32% | - |
 OilWorldWide | 0.52% | 4.18% | - |
 VOO | 0.04% | 1.36% | - |
 META | 0.04% | 0.37% | $1 |
 CloudComputing | 0.03% | 0.16% | - |
 PSH.L | 0% | 0.01% | - |
 SOBO | 0% | -3.98% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 EOG (OilWorldWide) | Pay Day | Apr 30, 2025 | $0.98 |
 KMI (OilWorldWide) | Ex-Dividend | Apr 30, 2025 | $0.29 |
 TRGP (OilWorldWide) | Ex-Dividend | Apr 30, 2025 | $1.00 |
 TRP (OilWorldWide) | Pay Day | Apr 30, 2025 | $0.60 |
 AGNC (YieldKing) | Ex-Dividend | Apr 30, 2025 | $0.12 |
 GLEN.L (YieldKing) | Ex-Dividend | May 1, 2025 | $0.05 |
 OKE (OilWorldWide) | Ex-Dividend | May 5, 2025 | $1.03 |
 BKR (OilWorldWide) | Ex-Dividend | May 6, 2025 | $0.23 |
AGNC (YieldKing) | Pay Day | May 9, 2025 | $0.12 |
PSH.L | Ex-Dividend | May 15, 2025 | $0.16 |
KMI (OilWorldWide) | Pay Day | May 15, 2025 | $0.29 |
OKE (OilWorldWide) | Pay Day | May 15, 2025 | $1.03 |
TRGP (OilWorldWide) | Pay Day | May 15, 2025 | $1.00 |
 ENB (OilWorldWide) | Ex-Dividend | May 15, 2025 | $0.68 |
 EQNR.OL (OilWorldWide) | Ex-Dividend | May 15, 2025 | $0.37 |
 MSFT (YieldKing) | Ex-Dividend | May 15, 2025 | $0.83 |
MSFT (CloudComputing) | Ex-Dividend | May 15, 2025 | $0.83 |
BKR (OilWorldWide) | Pay Day | May 16, 2025 | $0.23 |
 ENI.MI (OilWorldWide) | Ex-Dividend | May 19, 2025 | $0.28 |
 PSX (OilWorldWide) | Ex-Dividend | May 19, 2025 | $1.20 |
ENI.MI (OilWorldWide) | Pay Day | May 21, 2025 | $0.28 |
 JNJ (YieldKing) | Ex-Dividend | May 27, 2025 | $1.30 |
EQNR.OL (OilWorldWide) | Pay Day | May 28, 2025 | $0.37 |
ENB (OilWorldWide) | Pay Day | Jun 1, 2025 | $0.68 |
PSX (OilWorldWide) | Pay Day | Jun 2, 2025 | $1.20 |
 SLB (OilWorldWide) | Ex-Dividend | Jun 4, 2025 | $0.28 |
GLEN.L (YieldKing) | Pay Day | Jun 4, 2025 | $0.05 |
 0386.HK (OilWorldWide) | Ex-Dividend | Jun 9, 2025 | $0.02 |
 GOOG (YieldKing) | Ex-Dividend | Jun 9, 2025 | $0.21 |
 GOOGL (CloudComputing) | Ex-Dividend | Jun 9, 2025 | $0.21 |
JNJ (YieldKing) | Pay Day | Jun 10, 2025 | $1.30 |
MSFT (YieldKing) | Pay Day | Jun 12, 2025 | $0.83 |
MSFT (CloudComputing) | Pay Day | Jun 12, 2025 | $0.83 |
GOOG (YieldKing) | Pay Day | Jun 16, 2025 | $0.21 |
GOOGL (CloudComputing) | Pay Day | Jun 16, 2025 | $0.21 |
 00857.HK (OilWorldWide) | Ex-Dividend | Jun 17, 2025 | $0.03 |
 TTE.PA (OilWorldWide) | Ex-Dividend | Jun 19, 2025 | $0.88 |
PSH.L | Pay Day | Jun 20, 2025 | $0.16 |
 BATS.L (YieldKing) | Ex-Dividend | Jun 26, 2025 | $0.76 |
0386.HK (OilWorldWide) | Pay Day | Jun 27, 2025 | $0.02 |
TTE.PA (OilWorldWide) | Pay Day | Jul 1, 2025 | $0.88 |
 PLUS.L (YieldKing) | Pay Day | Jul 9, 2025 | $0.40 |
SLB (OilWorldWide) | Pay Day | Jul 10, 2025 | $0.28 |
00857.HK (OilWorldWide) | Pay Day | Jul 24, 2025 | $0.03 |
BATS.L (YieldKing) | Pay Day | Aug 1, 2025 | $0.76 |
Performance Metrics
Score 2.5/10
Beta
0.76
0.76
0
0.8
1.2
0
2
Sharpe Ratio
0.01
0.01
0
0.5
1
1.5
1.5
Sortino Ratio
0.01
0.01
0
1
2
3
3
Jensen's Alpha
-4.83
-4.83
-5
0
2
4.5
4.5
Omega Ratio
0.71
0.71
0
1
1.5
2.5
2.5
Treynor Ratio
0.02
0.02
0
0.75
1.25
2
2
Information Ratio
-0.46
-0.46
-1
0.3
0.6
1
1
Calmar Ratio
0.05
0.05
0
0.3
0.6
1
1
Beta
0.76
0.76
0
0.8
1.2
0
2
Sharpe Ratio
0.01
0.01
0
0.5
1
1.5
1.5
Sortino Ratio
0.01
0.01
0
1
2
3
3
Jensen's Alpha
-4.83
-4.83
-5
0
2
4.5
4.5
Omega Ratio
0.71
0.71
0
1
1.5
2.5
2.5
Treynor Ratio
0.02
0.02
0
0.75
1.25
2
2
Information Ratio
-0.46
-0.46
-1
0.3
0.6
1
1
Calmar Ratio
0.05
0.05
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
38.84
High:
TSLA
157.22TSLALow:
BA
-10.16BADetails
PEG Ratio
35.1
High:
ADBE
85.48ADBELow:
XYZ
0.03XYZDetails
Price/Book
8.68
High:
PANW
18.81PANWLow:BA
-41.23BADetails
Price/Sales
6.21
High:
NRIX
16.99NRIXLow:
EVOK.L
0.13EVOK.LDetails
Price/CF
22.66
High:TSLA
54.2TSLALow:
NAS.OL
1.59NAS.OLDetails
Price/FCF
47.52
High:TSLA
134.59TSLALow:NAS.OL
1.95NAS.OLDetails
P/E Ratio
38.84
High:TSLA
157.22TSLALow:BA
-10.16BADetails
PEG Ratio
35.1
High:ADBE
85.48ADBELow:XYZ
0.03XYZDetails
Price/Book
8.68
High:PANW
18.81PANWLow:BA
-41.23BADetails
Price/Sales
6.21
High:NRIX
16.99NRIXLow:EVOK.L
0.13EVOK.LDetails
Price/CF
22.66
High:TSLA
54.2TSLALow:NAS.OL
1.59NAS.OLDetails
Price/FCF
47.52
High:TSLA
134.59TSLALow:NAS.OL
1.95NAS.OLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-36.96% | Jun 2021 | Feb 2024 | 32 |
-12.16% | Feb 2025 | - | 3 |
-5.22% | Apr 2024 | Jun 2024 | 2 |
-1.82% | Oct 2024 | Nov 2024 | 1 |
-1.13% | Jul 2024 | Sep 2024 | 2 |
-0.79% | Dec 2024 | Jan 2025 | 1 |