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+1.17%
This Month
+26.4%
Year To Date
+91.3%
2 Years
+55.51%
5 Years
+55.51%
10 Years
+11.42%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading44.26%
- 💻 Electronic Technology15.34%
- 🚚 Transportation5.86%
- 🖥️ Technology Services4.14%
- 💰 Finance4.09%
- 💇♀️ Consumer Services3.92%
- 🚗 Consumer Durables3.2%
- 📊 ETFs3.19%
- 🛠️ Producer Manufacturing2.98%
- 🛍️ Retail Trade2.85%
- ⚡ Utilities2.42%
- 💵 Cash2.41%
- 🪙 Cryptocurrencies2.02%
- 🍞 Consumer Non Durables1.22%
- 💼 Commercial Services1.12%
- ⛏️ Energy Minerals1.09%
- 🧬 Health Technology0.51%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq42.86%
- 🇺🇸 NYSE29.18%
- 🌍 Digital Currency12.81%
- 🇬🇧 LSE3.51%
- 🇩🇪 FRA3.24%
- 🇭🇰 Hong Kong Exchanges2%
- 🇫🇷 Euronext Paris1.4%
- 🇮🇹 Borsa Italiana0.84%
- 🇨🇭 SIX0.52%
- 🇩🇪 Xetra ETFs0.4%
- 🇪🇸 Bolsa De Madrid0.32%
- 🇺🇸 Chicago Board Options Exchange0.19%
- 🇦🇪 Dubai Financial Market0.19%
- 🇩🇰 Copenhagen Stock Exchange0.18%
- 🇳🇱 Euronext Amsterdam0.18%
- 🇸🇪 Stockholm Stock Exchange0.14%
- 🇳🇴 Oslo Stock Exchange0.1%
- 🇫🇮 Helsinki Stock Exchange0.09%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States58.62%
- 🇨🇳 China4.55%
- 🇬🇧 United Kingdom3.26%
- 🇩🇪 Germany3.24%
- 🇮🇪 Ireland2.08%
- 🇨🇭 Switzerland1.47%
- 🇫🇷 France1.4%
- 🇹🇼 Taiwan1.33%
- 🇨🇦 Canada1.1%
- 🇮🇹 Italy0.84%
- 🇳🇱 Netherlands0.59%
- 🇪🇸 Spain0.32%
- 🇱🇺 Luxembourg0.22%
- 🇩🇰 Denmark0.18%
- 🇸🇪 Sweden0.14%
- 🇳🇴 Norway0.1%
- 🇫🇮 Finland0.09%
- 🇸🇬 Singapore0.06%
- 🇰🇷 South Korea0.05%
- 🇮🇱 Israel0.05%
- 🇧🇷 Brazil0.03%
- 🇬🇮 Gibraltar0%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
0.71%
28 out of 59 instruments pay dividend.
10 dividend payments in the next 30 days.
Highest Dividend: $PFE (6.94%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 JeppeKirkBonde | 0.09% | 1.01% | - |
 Richardstroud | 0.08% | 1.65% | - |
 CA.PA | 0.08% | 6.86% | $0.87 |
 CVX | 0.05% | 4.38% | $6.28 |
 ENEL.MI | 0.05% | 5.49% | $0.43 |
 ED | 0.04% | 3.37% | $3.28 |
 KO | 0.03% | 2.86% | $1.89 |
 F | 0.03% | 5.95% | $0.78 |
 PFE | 0.03% | 6.94% | $1.66 |
 BigTech | 0.03% | 0.3% | - |
 RYAAY | 0.02% | 1.36% | $0.93 |
 AXP | 0.02% | 0.9% | $2.6 |
 IAG.L | 0.02% | 1.82% | - |
 RCL | 0.02% | 0.97% | - |
 AI-Revolution | 0.02% | 0.21% | - |
 GRMN | 0.01% | 1.43% | $3.71 |
 0916.HK | 0.01% | 3.07% | $0.24 |
 SBUX | 0.01% | 2.84% | $2.24 |
 CNK | 0.01% | 0.9% | - |
 MSFT | 0.01% | 0.66% | $3 |
 V | 0.01% | 0.68% | $2.01 |
 BABA | 0.01% | 0.62% | $0.98 |
 GOOG | 0% | 0.32% | $0.2 |
 AAPL | 0% | 0.39% | $0.97 |
 GM | 0% | 0.81% | $0.42 |
 NVDA | 0% | 0.02% | $0.02 |
 INTC | 0% | 0.33% | $0.5 |
 GEV | 0% | -0.13% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 ORCL (BigTech) | Pay Day | Oct 23, 2025 | $0.50 |
 PG (Richardstroud) | Ex-Dividend | Oct 24, 2025 | $1.06 |
 GE (AI-Revolution) | Pay Day | Oct 27, 2025 | $0.36 |
 ASML.NV (JeppeKirkBonde) | Ex-Dividend | Oct 28, 2025 | $1.86 |
 JPM (JeppeKirkBonde) | Pay Day | Oct 31, 2025 | $1.50 |
 FCX (JeppeKirkBonde) | Pay Day | Nov 3, 2025 | $0.15 |
0916.HK | Ex-Dividend | Nov 4, 2025 | $0.01 |
ASML.NV (JeppeKirkBonde) | Pay Day | Nov 6, 2025 | $1.86 |
PFE | Ex-Dividend | Nov 7, 2025 | $0.43 |
AXP | Pay Day | Nov 10, 2025 | $0.82 |
 TGT (Richardstroud) | Ex-Dividend | Nov 12, 2025 | $1.14 |
SBUX | Ex-Dividend | Nov 14, 2025 | $0.62 |
 ACN (AI-Revolution) | Pay Day | Nov 14, 2025 | $1.63 |
GEV | Pay Day | Nov 17, 2025 | -$0.25 |
PG (Richardstroud) | Pay Day | Nov 17, 2025 | $1.06 |
MSFT | Ex-Dividend | Nov 20, 2025 | $0.91 |
MSFT (JeppeKirkBonde) | Ex-Dividend | Nov 20, 2025 | $0.91 |
MSFT (Richardstroud) | Ex-Dividend | Nov 20, 2025 | $0.91 |
MSFT (BigTech) | Ex-Dividend | Nov 20, 2025 | $0.91 |
 AMAT (BigTech) | Ex-Dividend | Nov 20, 2025 | $0.46 |
MSFT (AI-Revolution) | Ex-Dividend | Nov 20, 2025 | $0.91 |
 TSCO.L (Richardstroud) | Pay Day | Nov 21, 2025 | $0.06 |
 SPGI (Richardstroud) | Ex-Dividend | Nov 25, 2025 | $0.96 |
SBUX | Pay Day | Nov 28, 2025 | $0.62 |
PFE | Pay Day | Dec 1, 2025 | $0.43 |
 LMT (JeppeKirkBonde) | Ex-Dividend | Dec 1, 2025 | $3.45 |
TGT (Richardstroud) | Pay Day | Dec 1, 2025 | $1.14 |
 MC.PA (JeppeKirkBonde) | Ex-Dividend | Dec 2, 2025 | $6.47 |
 GS (JeppeKirkBonde) | Ex-Dividend | Dec 2, 2025 | $4.00 |
 CDI.PA (JeppeKirkBonde) | Ex-Dividend | Dec 2, 2025 | $7.07 |
MC.PA (JeppeKirkBonde) | Pay Day | Dec 4, 2025 | $6.47 |
CDI.PA (JeppeKirkBonde) | Pay Day | Dec 4, 2025 | $7.07 |
 DGE.L (Richardstroud) | Pay Day | Dec 4, 2025 | $0.84 |
 NXT.L (Richardstroud) | Ex-Dividend | Dec 4, 2025 | $1.19 |
SPGI (Richardstroud) | Pay Day | Dec 10, 2025 | $0.96 |
MSFT | Pay Day | Dec 11, 2025 | $0.91 |
MSFT (JeppeKirkBonde) | Pay Day | Dec 11, 2025 | $0.91 |
 TSM (JeppeKirkBonde) | Ex-Dividend | Dec 11, 2025 | $0.84 |
MSFT (Richardstroud) | Pay Day | Dec 11, 2025 | $0.91 |
MSFT (BigTech) | Pay Day | Dec 11, 2025 | $0.91 |
AMAT (BigTech) | Pay Day | Dec 11, 2025 | $0.46 |
TSM (BigTech) | Ex-Dividend | Dec 11, 2025 | $0.84 |
MSFT (AI-Revolution) | Pay Day | Dec 11, 2025 | $0.91 |
TSM (AI-Revolution) | Ex-Dividend | Dec 11, 2025 | $0.84 |
GRMN | Ex-Dividend | Dec 12, 2025 | $0.90 |
 INDA (JeppeKirkBonde) | Pay Day | Dec 20, 2025 | $0.00 |
GRMN | Pay Day | Dec 26, 2025 | $0.90 |
0916.HK | Pay Day | Dec 30, 2025 | $0.01 |
LMT (JeppeKirkBonde) | Pay Day | Dec 30, 2025 | $3.45 |
GS (JeppeKirkBonde) | Pay Day | Dec 30, 2025 | $4.00 |
NXT.L (Richardstroud) | Pay Day | Jan 5, 2026 | $1.19 |
TSM (JeppeKirkBonde) | Pay Day | Jan 8, 2026 | $0.84 |
TSM (BigTech) | Pay Day | Jan 8, 2026 | $0.84 |
TSM (AI-Revolution) | Pay Day | Jan 8, 2026 | $0.84 |
Performance Metrics
Score 3.6/10
Beta
1
1
0
0.8
1.2
0
2
Sharpe Ratio
0.43
0.43
0
0.5
1
1.5
1.5
Sortino Ratio
0.66
0.66
0
1
2
3
3
Jensen's Alpha
-3.28
-3.28
-4
0
2
4.5
4.5
Omega Ratio
0.75
0.75
0
1
1.5
2.5
2.5
Treynor Ratio
0.63
0.63
0
0.75
1.25
2
2
Information Ratio
-0.41
-0.41
-1
0.3
0.6
1
1
Calmar Ratio
0.3
0.3
0
0.3
0.6
1
1
Beta
1
1
0
0.8
1.2
0
2
Sharpe Ratio
0.43
0.43
0
0.5
1
1.5
1.5
Sortino Ratio
0.66
0.66
0
1
2
3
3
Jensen's Alpha
-3.28
-3.28
-4
0
2
4.5
4.5
Omega Ratio
0.75
0.75
0
1
1.5
2.5
2.5
Treynor Ratio
0.63
0.63
0
0.75
1.25
2
2
Information Ratio
-0.41
-0.41
-1
0.3
0.6
1
1
Calmar Ratio
0.3
0.3
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
45.22
High:
TSLA
259.11TSLALow:
ROO.L
-146.18ROO.LDetails
PEG Ratio
844.24
High:
AAPL
27,104.01AAPLLow:ROO.L
-1,092.5ROO.LDetails
Price/Book
19.79
High:AAPL
59.18AAPLLow:
NIO
-94.18NIODetails
Price/Sales
12.65
High:
SPCE
111.28SPCELow:
NKLAQ
0.01NKLAQDetails
Price/CF
36.33
High:
KO
233.26KOLow:
GM
2GMDetails
Price/FCF
55.09
High:
SBUX
1,256.06SBUXLow:
CA.PA
5.52CA.PADetails
P/E Ratio
45.22
High:TSLA
259.11TSLALow:ROO.L
-146.18ROO.LDetails
PEG Ratio
844.24
High:AAPL
27,104.01AAPLLow:ROO.L
-1,092.5ROO.LDetails
Price/Book
19.79
High:AAPL
59.18AAPLLow:NIO
-94.18NIODetails
Price/Sales
12.65
High:SPCE
111.28SPCELow:NKLAQ
0.01NKLAQDetails
Price/CF
36.33
High:KO
233.26KOLow:GM
2GMDetails
Price/FCF
55.09
High:SBUX
1,256.06SBUXLow:CA.PA
5.52CA.PADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-32.21% | Nov 2021 | Sep 2024 | 34 |
-10.27% | Feb 2025 | May 2025 | 3 |
-3.2% | Jul 2021 | Oct 2021 | 3 |
-2.34% | Dec 2024 | Jan 2025 | 1 |
-1.43% | Apr 2021 | Jun 2021 | 2 |