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-3.14%
This Month
+14.2%
Year To Date
+59.39%
2 Years
+59.81%
5 Years
+71.97%
10 Years
+11.87%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading44.22%
- 💻 Electronic Technology12.08%
- 💵 Cash9.04%
- 📊 ETFs4.74%
- 🚚 Transportation4.62%
- 🖥️ Technology Services4.21%
- 💰 Finance3.79%
- 💇♀️ Consumer Services3.61%
- 🚗 Consumer Durables3.48%
- 🍞 Consumer Non Durables2.94%
- 🛍️ Retail Trade2.68%
- ⚡ Utilities2.3%
- ⛏️ Energy Minerals1.22%
- 🪙 Cryptocurrencies1.01%
- 🛠️ Producer Manufacturing0.79%
- 💼 Commercial Services0.76%
- 🧬 Health Technology0.54%
- ❓ Other0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq44.38%
- 🇺🇸 NYSE32.1%
- 🌍 Digital Currency4.96%
- 🇬🇧 LSE3.55%
- 🇫🇷 Euronext Paris1.55%
- 🇭🇰 Hong Kong Exchanges1.07%
- 🇮🇹 Borsa Italiana0.87%
- 🇨🇭 SIX0.55%
- 🇳🇱 Euronext Amsterdam0.31%
- 🇩🇪 FRA0.18%
- 🇩🇰 Copenhagen Stock Exchange0.16%
- 🇸🇪 Stockholm Stock Exchange0.15%
- 🇦🇪 Dubai Financial Market0.15%
- 🇺🇸 Chicago Board Options Exchange0.12%
- 🇳🇴 Oslo Stock Exchange0.1%
- Regular Trading Hours - RTH0.07%
- 🇫🇮 Helsinki Stock Exchange0.06%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States60.64%
- 🇬🇧 United Kingdom3.03%
- 🇹🇼 Taiwan2.76%
- 🇨🇭 Switzerland2.53%
- 🇨🇳 China2.42%
- 🇮🇪 Ireland2.1%
- 🇫🇷 France1.55%
- 🇳🇱 Netherlands0.95%
- 🇮🇹 Italy0.87%
- 🇨🇦 Canada0.83%
- 🇧🇷 Brazil0.45%
- 🇦🇺 Australia0.23%
- 🇩🇪 Germany0.18%
- 🇩🇰 Denmark0.16%
- 🇸🇪 Sweden0.15%
- 🇰🇷 South Korea0.13%
- 🇳🇴 Norway0.1%
- 🇫🇮 Finland0.06%
- 🇱🇺 Luxembourg0.05%
- 🇮🇱 Israel0.03%
- 🇸🇬 Singapore0.01%
- 🇬🇮 Gibraltar0%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
0.71%
31 out of 69 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $PFE (6.88%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 JeppeKirkBonde | 0.09% | 0.9% | - |
 Richardstroud | 0.08% | 1.57% | - |
 CA.PA | 0.08% | 5.79% | $0.87 |
 CVX.US | 0.04% | 3.63% | $6.28 |
 ENEL.MI | 0.04% | 4.89% | $0.43 |
 ED | 0.04% | 3.16% | $3.28 |
 KO | 0.03% | 2.53% | $1.89 |
 AI-Revolution | 0.03% | 0.3% | - |
 RCL | 0.03% | 1.75% | - |
 PFE | 0.03% | 6.88% | $1.66 |
 BigTech | 0.03% | 0.21% | - |
 F | 0.02% | 4.22% | $0.78 |
 AXP | 0.02% | 1.02% | $2.6 |
 NKE | 0.02% | 3.8% | $1.45 |
 IAG.L | 0.02% | 1.57% | - |
 RYAAY | 0.02% | 1.2% | $0.93 |
 GRMN | 0.01% | 1.77% | $3.71 |
 SBUX | 0.01% | 2.39% | $2.24 |
 CNK | 0.01% | 1.11% | - |
 0916.HK | 0.01% | 3.2% | $0.24 |
 TSM | 0.01% | 0.72% | $1.74 |
 MSFT | 0.01% | 0.91% | $3 |
 V | 0.01% | 0.73% | $2.01 |
 GM | 0.01% | 0.83% | $0.42 |
 ETN | 0.01% | 1.08% | $3.6 |
 BABA | 0% | 0.89% | $0.98 |
 GOOG | 0% | 0.24% | $0.2 |
 AAPL | 0% | 0.32% | $0.97 |
 NVDA | 0% | 0.14% | $0.02 |
 MU | 0% | 0.06% | $0.46 |
 GEV | 0% | -0.17% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 SSE.L (Richardstroud) | Ex-Dividend | Jul 23, 2026 | $0.63 |
 EXPN.L (Richardstroud) | Pay Day | Jul 24, 2026 | $0.48 |
 JPM (JeppeKirkBonde) | Pay Day | Jul 31, 2026 | $1.50 |
 NXT.L (Richardstroud) | Pay Day | Aug 3, 2026 | $2.42 |
SSE.L (Richardstroud) | Pay Day | Sep 17, 2026 | $0.63 |
Performance Metrics
Score 3.5/10
Beta
1.02
1.02
0
0.8
1.2
0
2
Sharpe Ratio
0.41
0.41
0
0.5
1
1.5
1.5
Sortino Ratio
0.64
0.64
0
1
2
3
3
Jensen's Alpha
-3.98
-3.98
-4
0
2
4.5
4.5
Omega Ratio
0.71
0.71
0
1
1.5
2.5
2.5
Treynor Ratio
0.6
0.6
0
0.75
1.25
2
2
Information Ratio
-0.47
-0.47
-1
0.3
0.6
1
1
Calmar Ratio
0.29
0.29
0
0.3
0.6
1
1
Beta
1.02
1.02
0
0.8
1.2
0
2
Sharpe Ratio
0.41
0.41
0
0.5
1
1.5
1.5
Sortino Ratio
0.64
0.64
0
1
2
3
3
Jensen's Alpha
-3.98
-3.98
-4
0
2
4.5
4.5
Omega Ratio
0.71
0.71
0
1
1.5
2.5
2.5
Treynor Ratio
0.6
0.6
0
0.75
1.25
2
2
Information Ratio
-0.47
-0.47
-1
0.3
0.6
1
1
Calmar Ratio
0.29
0.29
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
34.97
High:
TSLA
372.52TSLALow:
RKLB
-245.35RKLBDetails
PEG Ratio
84.98
High:ETN
1,276.17ETNLow:RKLB
-1,227.64RKLBDetails
Price/Book
11.09
High:AAPL
45.14AAPLLow:SBUX
-14.27SBUXDetails
Price/Sales
8.65
High:
SPCE
155.93SPCELow:CA.PA
0.14CA.PADetails
Price/CF
23.86
High:
RIOT
107.94RIOTLow:0916.HK
2.440916.HKDetails
Price/FCF
48.91
High:SBUX
1,256.06SBUXLow:CA.PA
6.5CA.PADetails
P/E Ratio
34.97
High:TSLA
372.52TSLALow:RKLB
-245.35RKLBDetails
PEG Ratio
84.98
High:ETN
1,276.17ETNLow:RKLB
-1,227.64RKLBDetails
Price/Book
11.09
High:AAPL
45.14AAPLLow:SBUX
-14.27SBUXDetails
Price/Sales
8.65
High:SPCE
155.93SPCELow:CA.PA
0.14CA.PADetails
Price/CF
23.86
High:RIOT
107.94RIOTLow:0916.HK
2.440916.HKDetails
Price/FCF
48.91
High:SBUX
1,256.06SBUXLow:CA.PA
6.5CA.PADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-32.21% | Nov 2021 | Sep 2024 | 34 |
-10.61% | Nov 2025 | Apr 2026 | 5 |
-10.27% | Feb 2025 | May 2025 | 3 |
-3.2% | Jul 2021 | Oct 2021 | 3 |
-3.14% | Jul 2026 | - | 1 |
-2.34% | Dec 2024 | Jan 2025 | 1 |
-1.43% | Apr 2021 | Jun 2021 | 2 |