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+0.08%
Today
+0.08%
This Month
+4.93%
Year To Date
+46.2%
2 Years
+29.09%
5 Years
+7.05%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading40.86%
- 💻 Electronic Technology13.71%
- 🚚 Transportation6.22%
- 💇♀️ Consumer Services4.46%
- 💰 Finance4.25%
- 🖥️ Technology Services3.94%
- 📊 ETFs3.35%
- 🚗 Consumer Durables3.07%
- 🛍️ Retail Trade3.02%
- ⚡ Utilities2.82%
- 🛠️ Producer Manufacturing2.76%
- 🪙 Cryptocurrencies2.37%
- 💵 Cash2.25%
- 🍞 Consumer Non Durables1.54%
- ⛏️ Energy Minerals1.16%
- 💼 Commercial Services0.96%
- 🧬 Health Technology0.59%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq37.58%
- 🇺🇸 NYSE30.65%
- 🌍 Digital Currency12.37%
- 🇬🇧 LSE3.98%
- 🇩🇪 FRA3.14%
- 🇭🇰 Hong Kong Exchanges2.42%
- 🇫🇷 Euronext Paris1.63%
- 🇮🇹 Borsa Italiana0.94%
- 🇨🇭 SIX0.51%
- 🇪🇸 Bolsa De Madrid0.46%
- 🇺🇸 Chicago Board Options Exchange0.22%
- 🇩🇰 Copenhagen Stock Exchange0.21%
- 🇦🇪 Dubai Financial Market0.16%
- 🇸🇪 Stockholm Stock Exchange0.12%
- 🇳🇴 Oslo Stock Exchange0.1%
- 🇫🇮 Helsinki Stock Exchange0.08%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States55.39%
- 🇨🇳 China4.39%
- 🇬🇧 United Kingdom3.78%
- 🇩🇪 Germany3.14%
- 🇮🇪 Ireland2.19%
- 🇫🇷 France1.63%
- 🇨🇭 Switzerland1.44%
- 🇹🇼 Taiwan1.02%
- 🇮🇹 Italy0.94%
- 🇨🇦 Canada0.83%
- 🇪🇸 Spain0.46%
- 🇳🇱 Netherlands0.46%
- 🇯🇵 Japan0.29%
- 🇱🇺 Luxembourg0.25%
- 🇩🇰 Denmark0.21%
- 🇸🇪 Sweden0.12%
- 🇳🇴 Norway0.1%
- 🇮🇱 Israel0.08%
- 🇫🇮 Finland0.08%
- 🇰🇷 South Korea0.04%
- 🇧🇷 Brazil0.03%
- 🇸🇬 Singapore0.02%
- 🇬🇮 Gibraltar0.01%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
0.95%
29 out of 59 instruments pay dividend.
42 dividend payments in the next 30 days.
Highest Dividend: $PFE (7.24%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 Richardstroud | 0.15% | 2.55% | - |
 JeppeKirkBonde | 0.13% | 1.53% | - |
 CA.PA | 0.1% | 7.01% | $0.87 |
 CVX | 0.06% | 4.89% | $6.28 |
 ENEL.MI | 0.05% | 5.82% | $0.43 |
 ED | 0.05% | 3.22% | $3.28 |
 VTI | 0.05% | 1.37% | - |
 KO | 0.04% | 2.76% | $1.89 |
 F | 0.04% | 7.23% | $0.78 |
 PFE | 0.04% | 7.24% | $1.66 |
 BigTech | 0.03% | 0.37% | - |
 RYAAY | 0.03% | 1.51% | $0.93 |
 AXP | 0.03% | 0.99% | $2.6 |
 IAG.L | 0.02% | 2.12% | - |
 RCL | 0.02% | 0.95% | - |
 AI-Revolution | 0.02% | 0.24% | - |
 GRMN | 0.02% | 1.77% | $3.71 |
 0916.HK | 0.02% | 3.83% | $0.24 |
 SBUX | 0.01% | 2.86% | $2.24 |
 MSFT | 0.01% | 0.7% | $3 |
 INTC | 0.01% | 2.56% | $0.5 |
 V | 0.01% | 0.63% | $2.01 |
 CNK | 0.01% | 0.47% | - |
 BABA | 0.01% | 0.9% | $0.98 |
 GM | 0.01% | 1.03% | $0.42 |
 AAPL | 0.01% | 0.5% | $0.97 |
 GOOG | 0.01% | 0.47% | $0.2 |
 NVDA | 0% | 0.04% | $0.02 |
 GEV | 0% | -0.11% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
V | Pay Day | Jun 2, 2025 | $0.59 |
F | Pay Day | Jun 2, 2025 | $0.15 |
 LMT (JeppeKirkBonde) | Ex-Dividend | Jun 2, 2025 | $3.30 |
 NOC (JeppeKirkBonde) | Ex-Dividend | Jun 2, 2025 | $2.31 |
 EQT (JeppeKirkBonde) | Pay Day | Jun 2, 2025 | $0.16 |
 NKE (Richardstroud) | Ex-Dividend | Jun 2, 2025 | $0.40 |
V (Richardstroud) | Pay Day | Jun 2, 2025 | $0.59 |
CA.PA | Pay Day | Jun 3, 2025 | $0.26 |
RCL | Ex-Dividend | Jun 4, 2025 | $0.75 |
 HAS (JeppeKirkBonde) | Pay Day | Jun 4, 2025 | $0.70 |
 BLK (JeppeKirkBonde) | Ex-Dividend | Jun 5, 2025 | $5.21 |
 QCOM (Richardstroud) | Ex-Dividend | Jun 5, 2025 | $0.89 |
 LGEN.L (Richardstroud) | Pay Day | Jun 5, 2025 | $0.20 |
QCOM (BigTech) | Ex-Dividend | Jun 5, 2025 | $0.89 |
GM | Ex-Dividend | Jun 6, 2025 | $0.15 |
GOOG | Ex-Dividend | Jun 9, 2025 | $0.21 |
 GOOGL (JeppeKirkBonde) | Ex-Dividend | Jun 9, 2025 | $0.21 |
GOOGL (Richardstroud) | Ex-Dividend | Jun 9, 2025 | $0.21 |
GOOGL (BigTech) | Ex-Dividend | Jun 9, 2025 | $0.21 |
GOOGL (AI-Revolution) | Ex-Dividend | Jun 9, 2025 | $0.21 |
CVX | Pay Day | Jun 10, 2025 | $1.71 |
NVDA | Ex-Dividend | Jun 11, 2025 | $0.01 |
NVDA (JeppeKirkBonde) | Ex-Dividend | Jun 11, 2025 | $0.01 |
 SPGI (Richardstroud) | Pay Day | Jun 11, 2025 | $0.96 |
NVDA (BigTech) | Ex-Dividend | Jun 11, 2025 | $0.01 |
NVDA (AI-Revolution) | Ex-Dividend | Jun 11, 2025 | $0.01 |
MSFT | Pay Day | Jun 12, 2025 | $0.83 |
BABA | Ex-Dividend | Jun 12, 2025 | $0.95 |
CNK | Pay Day | Jun 12, 2025 | $0.08 |
MSFT (JeppeKirkBonde) | Pay Day | Jun 12, 2025 | $0.83 |
BABA (JeppeKirkBonde) | Ex-Dividend | Jun 12, 2025 | $0.95 |
 TSM (JeppeKirkBonde) | Ex-Dividend | Jun 12, 2025 | $0.68 |
MSFT (Richardstroud) | Pay Day | Jun 12, 2025 | $0.83 |
MSFT (BigTech) | Pay Day | Jun 12, 2025 | $0.83 |
BABA (BigTech) | Ex-Dividend | Jun 12, 2025 | $0.95 |
 AMAT (BigTech) | Pay Day | Jun 12, 2025 | $0.46 |
TSM (BigTech) | Ex-Dividend | Jun 12, 2025 | $0.68 |
MSFT (AI-Revolution) | Pay Day | Jun 12, 2025 | $0.83 |
BABA (AI-Revolution) | Ex-Dividend | Jun 12, 2025 | $0.95 |
TSM (AI-Revolution) | Ex-Dividend | Jun 12, 2025 | $0.68 |
KO | Ex-Dividend | Jun 13, 2025 | $0.51 |
PFE | Pay Day | Jun 13, 2025 | $0.43 |
 WY (JeppeKirkBonde) | Pay Day | Jun 13, 2025 | $0.21 |
KO (Richardstroud) | Ex-Dividend | Jun 13, 2025 | $0.51 |
GOOG | Pay Day | Jun 16, 2025 | $0.21 |
ED | Pay Day | Jun 16, 2025 | $0.85 |
GRMN | Ex-Dividend | Jun 16, 2025 | $0.90 |
 META (JeppeKirkBonde) | Ex-Dividend | Jun 16, 2025 | $0.52 |
 LDOS (JeppeKirkBonde) | Ex-Dividend | Jun 16, 2025 | $0.40 |
 B (JeppeKirkBonde) | Pay Day | Jun 16, 2025 | $0.10 |
GOOGL (JeppeKirkBonde) | Pay Day | Jun 16, 2025 | $0.21 |
GOOGL (Richardstroud) | Pay Day | Jun 16, 2025 | $0.21 |
META (BigTech) | Ex-Dividend | Jun 16, 2025 | $0.52 |
GOOGL (BigTech) | Pay Day | Jun 16, 2025 | $0.21 |
META (AI-Revolution) | Ex-Dividend | Jun 16, 2025 | $0.52 |
GOOGL (AI-Revolution) | Pay Day | Jun 16, 2025 | $0.21 |
NOC (JeppeKirkBonde) | Pay Day | Jun 18, 2025 | $2.31 |
GM | Pay Day | Jun 19, 2025 | $0.15 |
0916.HK | Ex-Dividend | Jun 23, 2025 | $0.03 |
BLK (JeppeKirkBonde) | Pay Day | Jun 23, 2025 | $5.21 |
 SHEL.L (Richardstroud) | Pay Day | Jun 23, 2025 | $0.36 |
 DIS (Richardstroud) | Ex-Dividend | Jun 24, 2025 | $0.50 |
META (JeppeKirkBonde) | Pay Day | Jun 26, 2025 | $0.52 |
QCOM (Richardstroud) | Pay Day | Jun 26, 2025 | $0.89 |
META (BigTech) | Pay Day | Jun 26, 2025 | $0.52 |
QCOM (BigTech) | Pay Day | Jun 26, 2025 | $0.89 |
META (AI-Revolution) | Pay Day | Jun 26, 2025 | $0.52 |
GRMN | Pay Day | Jun 27, 2025 | $0.90 |
LMT (JeppeKirkBonde) | Pay Day | Jun 27, 2025 | $3.30 |
 GS (JeppeKirkBonde) | Pay Day | Jun 27, 2025 | $3.00 |
 TSCO.L (Richardstroud) | Pay Day | Jun 27, 2025 | $0.12 |
LDOS (JeppeKirkBonde) | Pay Day | Jun 30, 2025 | $0.40 |
KO | Pay Day | Jul 1, 2025 | $0.51 |
KO (Richardstroud) | Pay Day | Jul 1, 2025 | $0.51 |
NKE (Richardstroud) | Pay Day | Jul 1, 2025 | $0.40 |
NVDA | Pay Day | Jul 3, 2025 | $0.01 |
RCL | Pay Day | Jul 3, 2025 | $0.75 |
 JPM (JeppeKirkBonde) | Ex-Dividend | Jul 3, 2025 | $1.40 |
NVDA (JeppeKirkBonde) | Pay Day | Jul 3, 2025 | $0.01 |
 CSCO (Richardstroud) | Ex-Dividend | Jul 3, 2025 | $0.41 |
 NXT.L (Richardstroud) | Ex-Dividend | Jul 3, 2025 | $2.04 |
NVDA (BigTech) | Pay Day | Jul 3, 2025 | $0.01 |
NVDA (AI-Revolution) | Pay Day | Jul 3, 2025 | $0.01 |
 IBE.MC (JeppeKirkBonde) | Ex-Dividend | Jul 4, 2025 | $0.46 |
 ABF.L (Richardstroud) | Pay Day | Jul 4, 2025 | $0.28 |
BABA | Pay Day | Jul 10, 2025 | $0.95 |
BABA (JeppeKirkBonde) | Pay Day | Jul 10, 2025 | $0.95 |
TSM (JeppeKirkBonde) | Pay Day | Jul 10, 2025 | $0.68 |
BABA (BigTech) | Pay Day | Jul 10, 2025 | $0.95 |
TSM (BigTech) | Pay Day | Jul 10, 2025 | $0.68 |
BABA (AI-Revolution) | Pay Day | Jul 10, 2025 | $0.95 |
TSM (AI-Revolution) | Pay Day | Jul 10, 2025 | $0.68 |
ENEL.MI | Ex-Dividend | Jul 21, 2025 | $0.28 |
ENEL.MI | Pay Day | Jul 23, 2025 | $0.28 |
CSCO (Richardstroud) | Pay Day | Jul 23, 2025 | $0.41 |
DIS (Richardstroud) | Pay Day | Jul 23, 2025 | $0.50 |
 SSE.L (Richardstroud) | Ex-Dividend | Jul 24, 2025 | $0.58 |
IBE.MC (JeppeKirkBonde) | Pay Day | Jul 30, 2025 | $0.46 |
JPM (JeppeKirkBonde) | Pay Day | Jul 31, 2025 | $1.40 |
NXT.L (Richardstroud) | Pay Day | Aug 1, 2025 | $2.04 |
0916.HK | Pay Day | Aug 15, 2025 | $0.03 |
SSE.L (Richardstroud) | Pay Day | Sep 18, 2025 | $0.58 |
 INDA (JeppeKirkBonde) | Pay Day | Dec 20, 2025 | $0.40 |
Performance Metrics
Score 2.7/10
Beta
0.96
0.96
0
0.8
1.2
0
2
Sharpe Ratio
0.12
0.12
0
0.5
1
1.5
1.5
Sortino Ratio
0.18
0.18
0
1
2
3
3
Jensen's Alpha
-5.15
-5.15
-6
0
2
4.5
4.5
Omega Ratio
0.62
0.62
0
1
1.5
2.5
2.5
Treynor Ratio
0.18
0.18
0
0.75
1.25
2
2
Information Ratio
-0.68
-0.68
-1
0.3
0.6
1
1
Calmar Ratio
0.12
0.12
0
0.3
0.6
1
1
Beta
0.96
0.96
0
0.8
1.2
0
2
Sharpe Ratio
0.12
0.12
0
0.5
1
1.5
1.5
Sortino Ratio
0.18
0.18
0
1
2
3
3
Jensen's Alpha
-5.15
-5.15
-6
0
2
4.5
4.5
Omega Ratio
0.62
0.62
0
1
1.5
2.5
2.5
Treynor Ratio
0.18
0.18
0
0.75
1.25
2
2
Information Ratio
-0.68
-0.68
-1
0.3
0.6
1
1
Calmar Ratio
0.12
0.12
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
37.22
High:
ROO.L
975ROO.LLow:
MARA
-9.81MARADetails
PEG Ratio
565.29
High:
KO
10,299.68KOLow:
FCEL
-158.34FCELDetails
Price/Book
16.07
High:
AAPL
44.92AAPLLow:
SBUX
-12.51SBUXDetails
Price/Sales
9.69
High:
NVDA
22.39NVDALow:
NKLAQ
0.07NKLAQDetails
Price/CF
27.93
High:KO
282.33KOLow:
GM
2.05GMDetails
Price/FCF
40.55
High:SBUX
1,256.06SBUXLow:
CA.PA
4.87CA.PADetails
P/E Ratio
37.22
High:ROO.L
975ROO.LLow:MARA
-9.81MARADetails
PEG Ratio
565.29
High:KO
10,299.68KOLow:FCEL
-158.34FCELDetails
Price/Book
16.07
High:AAPL
44.92AAPLLow:SBUX
-12.51SBUXDetails
Price/Sales
9.69
High:NVDA
22.39NVDALow:NKLAQ
0.07NKLAQDetails
Price/CF
27.93
High:KO
282.33KOLow:GM
2.05GMDetails
Price/FCF
40.55
High:SBUX
1,256.06SBUXLow:CA.PA
4.87CA.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 |