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+1.45%
This Month
+24.35%
Year To Date
+49.08%
2 Years
+43.79%
5 Years
+43.79%
10 Years
+8.92%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading42.34%
- 💻 Electronic Technology14.28%
- 🖥️ Technology Services12.64%
- 🚗 Consumer Durables12.53%
- 🚚 Transportation8.19%
- 📊 ETFs3.02%
- 🛍️ Retail Trade2.65%
- 🧩 Miscellaneous1.6%
- 🧬 Health Technology1.25%
- 💼 Commercial Services0.85%
- 💵 Cash0.72%
- 💇♀️ Consumer Services0.13%
- 🏭 Industrial Services0.04%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq52.94%
- 🇺🇸 NYSE27.68%
- 🇳🇴 Oslo Stock Exchange8.42%
- 🇬🇧 LSE7.08%
- 🇭🇰 Hong Kong Exchanges0.81%
- 🇨🇭 SIX0.81%
- 🇫🇷 Euronext Paris0.78%
- 🇮🇹 Borsa Italiana0.36%
- 🇸🇦 Tadawul0.21%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States72.73%
- 🇳🇴 Norway8.42%
- 🇬🇧 United Kingdom5.2%
- 🇨🇦 Canada2.31%
- 🇨🇳 China1.47%
- 🇮🇱 Israel1.42%
- 🇨🇭 Switzerland1.41%
- 🇫🇷 France0.78%
- 🇮🇹 Italy0.36%
- 🇧🇷 Brazil0.31%
- 🇸🇦 Saudi Arabia0.21%
- 🇬🇮 Gibraltar0.13%
Dividends
Dividend Yield
1.4%
8 out of 20 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $NAS.OL (5.14%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 YieldKing | 0.52% | 3.49% | - |
 NAS.OL | 0.42% | 5.14% | - |
 OilWorldWide | 0.39% | 3.63% | - |
 META | 0.03% | 0.33% | $1 |
 CloudComputing | 0.02% | 0.15% | - |
 PSH.L | 0.02% | 1% | - |
 WDC | 0.01% | 0.19% | - |
 SOBO | 0% | -7.22% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
PSH.L | Pay Day | Dec 19, 2025 | $0.16 |
 BATS.L (YieldKing) | Ex-Dividend | Dec 29, 2025 | $0.76 |
 TTE.PA (OilWorldWide) | Ex-Dividend | Dec 31, 2025 | $1.00 |
TTE.PA (OilWorldWide) | Pay Day | Jan 5, 2026 | $1.00 |
BATS.L (YieldKing) | Pay Day | Feb 4, 2026 | $0.76 |
Performance Metrics
Score 3.5/10
Beta
0.8
0.8
0
0.8
1.2
0
2
Sharpe Ratio
0.32
0.32
0
0.5
1
1.5
1.5
Sortino Ratio
0.51
0.51
0
1
2
3
3
Jensen's Alpha
-2.18
-2.18
-3
0
2
4.5
4.5
Omega Ratio
0.79
0.79
0
1
1.5
2.5
2.5
Treynor Ratio
0.6
0.6
0
0.75
1.25
2
2
Information Ratio
-0.31
-0.31
-1
0.3
0.6
1
1
Calmar Ratio
0.21
0.21
0
0.3
0.6
1
1
Beta
0.8
0.8
0
0.8
1.2
0
2
Sharpe Ratio
0.32
0.32
0
0.5
1
1.5
1.5
Sortino Ratio
0.51
0.51
0
1
2
3
3
Jensen's Alpha
-2.18
-2.18
-3
0
2
4.5
4.5
Omega Ratio
0.79
0.79
0
1
1.5
2.5
2.5
Treynor Ratio
0.6
0.6
0
0.75
1.25
2
2
Information Ratio
-0.31
-0.31
-1
0.3
0.6
1
1
Calmar Ratio
0.21
0.21
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
56.15
High:
TSLA
317.59TSLALow:
SNDK
-16.8SNDKDetails
PEG Ratio
147.83
High:
META
464.56METALow:
EVOK.L
-2.7EVOK.LDetails
Price/Book
11.07
High:TSLA
19.76TSLALow:
BA
-18.91BADetails
Price/Sales
8.07
High:
NRIX
19.12NRIXLow:EVOK.L
0.06EVOK.LDetails
Price/CF
29.18
High:TSLA
99.57TSLALow:
NAS.OL
2.28NAS.OLDetails
Price/FCF
89.29
High:TSLA
229.45TSLALow:EVOK.L
2.8EVOK.LDetails
P/E Ratio
56.15
High:TSLA
317.59TSLALow:SNDK
-16.8SNDKDetails
PEG Ratio
147.83
High:META
464.56METALow:EVOK.L
-2.7EVOK.LDetails
Price/Book
11.07
High:TSLA
19.76TSLALow:BA
-18.91BADetails
Price/Sales
8.07
High:NRIX
19.12NRIXLow:EVOK.L
0.06EVOK.LDetails
Price/CF
29.18
High:TSLA
99.57TSLALow:NAS.OL
2.28NAS.OLDetails
Price/FCF
89.29
High:TSLA
229.45TSLALow:EVOK.L
2.8EVOK.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 |
-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 |