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+0.11%
This Month
+19.22%
Year To Date
+74.17%
2 Years
+46.68%
5 Years
+46.68%
10 Years
+10.05%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading40.34%
- 💻 Electronic Technology14.59%
- 🚚 Transportation6.04%
- 💇♀️ Consumer Services4.52%
- 💰 Finance4.05%
- 🖥️ Technology Services4.01%
- 📊 ETFs3.25%
- 🛠️ Producer Manufacturing2.96%
- 🚗 Consumer Durables2.9%
- 🛍️ Retail Trade2.79%
- ⚡ Utilities2.42%
- 💵 Cash2.39%
- 🪙 Cryptocurrencies2.27%
- 🍞 Consumer Non Durables1.28%
- ⛏️ Energy Minerals1.15%
- 💼 Commercial Services1.1%
- 🧬 Health Technology0.54%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq38.68%
- 🇺🇸 NYSE29.98%
- 🌍 Digital Currency9.79%
- 🇬🇧 LSE3.71%
- 🇩🇪 FRA3.2%
- 🇭🇰 Hong Kong Exchanges2.31%
- 🇫🇷 Euronext Paris1.35%
- 🇮🇹 Borsa Italiana0.81%
- 🇨🇭 SIX0.55%
- 🇪🇸 Bolsa De Madrid0.34%
- 🇺🇸 Chicago Board Options Exchange0.18%
- 🇩🇰 Copenhagen Stock Exchange0.16%
- 🇦🇪 Dubai Financial Market0.15%
- 🇳🇱 Euronext Amsterdam0.13%
- 🇸🇪 Stockholm Stock Exchange0.11%
- 🇳🇴 Oslo Stock Exchange0.1%
- 🇫🇮 Helsinki Stock Exchange0.08%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States55.58%
- 🇨🇳 China4.42%
- 🇬🇧 United Kingdom3.38%
- 🇩🇪 Germany3.2%
- 🇮🇪 Ireland2.12%
- 🇨🇭 Switzerland1.51%
- 🇫🇷 France1.35%
- 🇹🇼 Taiwan1.07%
- 🇨🇦 Canada1.02%
- 🇮🇹 Italy0.81%
- 🇳🇱 Netherlands0.44%
- 🇪🇸 Spain0.34%
- 🇱🇺 Luxembourg0.22%
- 🇩🇰 Denmark0.16%
- 🇸🇪 Sweden0.11%
- 🇳🇴 Norway0.1%
- 🇫🇮 Finland0.08%
- 🇮🇱 Israel0.06%
- 🇰🇷 South Korea0.04%
- 🇧🇷 Brazil0.03%
- 🇸🇬 Singapore0.02%
- 🇬🇮 Gibraltar0.01%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
0.87%
29 out of 59 instruments pay dividend.
44 dividend payments in the next 30 days.
Highest Dividend: $CA.PA (7.49%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 Richardstroud | 0.15% | 2.72% | - |
 JeppeKirkBonde | 0.12% | 1.45% | - |
 CA.PA | 0.09% | 7.49% | $0.87 |
 CVX | 0.05% | 4.4% | $6.28 |
 ENEL.MI | 0.05% | 5.99% | $0.43 |
 ED | 0.04% | 3.47% | $3.28 |
 VTI | 0.04% | 1.22% | - |
 KO | 0.04% | 2.97% | $1.89 |
 F | 0.04% | 6.41% | $0.78 |
 PFE | 0.03% | 6.92% | $1.66 |
 RYAAY | 0.03% | 1.61% | $0.93 |
 BigTech | 0.03% | 0.33% | - |
 AXP | 0.02% | 0.93% | $2.6 |
 IAG.L | 0.02% | 1.84% | - |
 RCL | 0.02% | 0.7% | - |
 AI-Revolution | 0.02% | 0.22% | - |
 GRMN | 0.01% | 1.51% | $3.71 |
 SBUX | 0.01% | 2.86% | $2.24 |
 0916.HK | 0.01% | 3.04% | $0.24 |
 CNK | 0.01% | 0.93% | - |
 MSFT | 0.01% | 0.67% | $3 |
 V | 0.01% | 0.69% | $2.01 |
 BABA | 0.01% | 0.76% | $0.98 |
 GM | 0.01% | 0.93% | $0.42 |
 AAPL | 0% | 0.43% | $0.97 |
 GOOG | 0% | 0.35% | $0.2 |
 NVDA | 0% | 0.02% | $0.02 |
 INTC | 0% | 0.51% | $0.5 |
 GEV | 0% | -0.13% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
GOOG | Ex-Dividend | Sep 8, 2025 | $0.21 |
 GOOGL (JeppeKirkBonde) | Ex-Dividend | Sep 8, 2025 | $0.21 |
 AZN.L (Richardstroud) | Pay Day | Sep 8, 2025 | $1.03 |
GOOGL (Richardstroud) | Ex-Dividend | Sep 8, 2025 | $0.21 |
GOOGL (BigTech) | Ex-Dividend | Sep 8, 2025 | $0.21 |
GOOGL (AI-Revolution) | Ex-Dividend | Sep 8, 2025 | $0.21 |
CVX | Pay Day | Sep 10, 2025 | $1.71 |
CNK | Pay Day | Sep 10, 2025 | $0.08 |
 SPGI (Richardstroud) | Pay Day | Sep 10, 2025 | $0.96 |
MSFT | Pay Day | Sep 11, 2025 | $0.83 |
NVDA | Ex-Dividend | Sep 11, 2025 | $0.01 |
MSFT (JeppeKirkBonde) | Pay Day | Sep 11, 2025 | $0.83 |
NVDA (JeppeKirkBonde) | Ex-Dividend | Sep 11, 2025 | $0.01 |
MSFT (Richardstroud) | Pay Day | Sep 11, 2025 | $0.83 |
 GRG.L (Richardstroud) | Ex-Dividend | Sep 11, 2025 | $0.25 |
MSFT (BigTech) | Pay Day | Sep 11, 2025 | $0.83 |
NVDA (BigTech) | Ex-Dividend | Sep 11, 2025 | $0.01 |
 AMAT (BigTech) | Pay Day | Sep 11, 2025 | $0.46 |
MSFT (AI-Revolution) | Pay Day | Sep 11, 2025 | $0.83 |
NVDA (AI-Revolution) | Ex-Dividend | Sep 11, 2025 | $0.01 |
GRMN | Ex-Dividend | Sep 12, 2025 | $0.90 |
 WY (JeppeKirkBonde) | Pay Day | Sep 12, 2025 | $0.21 |
GOOG | Pay Day | Sep 15, 2025 | $0.21 |
KO | Ex-Dividend | Sep 15, 2025 | $0.51 |
ED | Pay Day | Sep 15, 2025 | $0.85 |
 LDOS (JeppeKirkBonde) | Ex-Dividend | Sep 15, 2025 | $0.40 |
 B (JeppeKirkBonde) | Pay Day | Sep 15, 2025 | $0.15 |
GOOGL (JeppeKirkBonde) | Pay Day | Sep 15, 2025 | $0.21 |
KO (Richardstroud) | Ex-Dividend | Sep 15, 2025 | $0.51 |
GOOGL (Richardstroud) | Pay Day | Sep 15, 2025 | $0.21 |
GOOGL (BigTech) | Pay Day | Sep 15, 2025 | $0.21 |
GOOGL (AI-Revolution) | Pay Day | Sep 15, 2025 | $0.21 |
 TSM (JeppeKirkBonde) | Ex-Dividend | Sep 16, 2025 | $0.82 |
TSM (BigTech) | Ex-Dividend | Sep 16, 2025 | $0.82 |
TSM (AI-Revolution) | Ex-Dividend | Sep 16, 2025 | $0.82 |
 NOC (JeppeKirkBonde) | Pay Day | Sep 17, 2025 | $2.31 |
GM | Pay Day | Sep 18, 2025 | $0.15 |
 SSE.L (Richardstroud) | Pay Day | Sep 18, 2025 | $0.58 |
 OSB.L (Richardstroud) | Pay Day | Sep 19, 2025 | $0.15 |
 D (JeppeKirkBonde) | Pay Day | Sep 20, 2025 | $0.67 |
 AVGO (JeppeKirkBonde) | Ex-Dividend | Sep 22, 2025 | $0.59 |
 SHEL.L (Richardstroud) | Pay Day | Sep 22, 2025 | $0.36 |
AVGO (BigTech) | Ex-Dividend | Sep 22, 2025 | $0.59 |
AVGO (AI-Revolution) | Ex-Dividend | Sep 22, 2025 | $0.59 |
 BLK (JeppeKirkBonde) | Pay Day | Sep 23, 2025 | $5.21 |
RYAAY | Pay Day | Sep 25, 2025 | $0.53 |
 QCOM (Richardstroud) | Pay Day | Sep 25, 2025 | $0.89 |
 RIO.L (Richardstroud) | Pay Day | Sep 25, 2025 | $1.48 |
QCOM (BigTech) | Pay Day | Sep 25, 2025 | $0.89 |
GRMN | Pay Day | Sep 26, 2025 | $0.90 |
 LMT (JeppeKirkBonde) | Pay Day | Sep 26, 2025 | $3.30 |
 LGEN.L (Richardstroud) | Pay Day | Sep 26, 2025 | $0.08 |
 GS (JeppeKirkBonde) | Pay Day | Sep 29, 2025 | $4.00 |
LDOS (JeppeKirkBonde) | Pay Day | Sep 30, 2025 | $0.40 |
AVGO (JeppeKirkBonde) | Pay Day | Sep 30, 2025 | $0.59 |
AVGO (BigTech) | Pay Day | Sep 30, 2025 | $0.59 |
AVGO (AI-Revolution) | Pay Day | Sep 30, 2025 | $0.59 |
KO | Pay Day | Oct 1, 2025 | $0.51 |
KO (Richardstroud) | Pay Day | Oct 1, 2025 | $0.51 |
 NKE (Richardstroud) | Pay Day | Oct 1, 2025 | $0.40 |
NVDA | Pay Day | Oct 2, 2025 | $0.01 |
NVDA (JeppeKirkBonde) | Pay Day | Oct 2, 2025 | $0.01 |
NVDA (BigTech) | Pay Day | Oct 2, 2025 | $0.01 |
NVDA (AI-Revolution) | Pay Day | Oct 2, 2025 | $0.01 |
 CSCO (Richardstroud) | Ex-Dividend | Oct 3, 2025 | $0.41 |
TSM (JeppeKirkBonde) | Pay Day | Oct 9, 2025 | $0.82 |
TSM (BigTech) | Pay Day | Oct 9, 2025 | $0.82 |
TSM (AI-Revolution) | Pay Day | Oct 9, 2025 | $0.82 |
 0968.HK (Richardstroud) | Pay Day | Oct 10, 2025 | $0.00 |
GRG.L (Richardstroud) | Pay Day | Oct 10, 2025 | $0.25 |
 DGE.L (Richardstroud) | Ex-Dividend | Oct 16, 2025 | $0.84 |
CSCO (Richardstroud) | Pay Day | Oct 22, 2025 | $0.41 |
 MC.PA (JeppeKirkBonde) | Ex-Dividend | Dec 2, 2025 | $6.47 |
 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 |
 INDA (JeppeKirkBonde) | Pay Day | Dec 20, 2025 | $0.00 |
Performance Metrics
Score 3.4/10
Beta
1
1
0
0.8
1.2
0
2
Sharpe Ratio
0.38
0.38
0
0.5
1
1.5
1.5
Sortino Ratio
0.58
0.58
0
1
2
3
3
Jensen's Alpha
-3.68
-3.68
-4
0
2
4.5
4.5
Omega Ratio
0.72
0.72
0
1
1.5
2.5
2.5
Treynor Ratio
0.56
0.56
0
0.75
1.25
2
2
Information Ratio
-0.46
-0.46
-1
0.3
0.6
1
1
Calmar Ratio
0.27
0.27
0
0.3
0.6
1
1
Beta
1
1
0
0.8
1.2
0
2
Sharpe Ratio
0.38
0.38
0
0.5
1
1.5
1.5
Sortino Ratio
0.58
0.58
0
1
2
3
3
Jensen's Alpha
-3.68
-3.68
-4
0
2
4.5
4.5
Omega Ratio
0.72
0.72
0
1
1.5
2.5
2.5
Treynor Ratio
0.56
0.56
0
0.75
1.25
2
2
Information Ratio
-0.46
-0.46
-1
0.3
0.6
1
1
Calmar Ratio
0.27
0.27
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
41.71
High:
TSLA
196.04TSLALow:
ROO.L
-145.53ROO.LDetails
PEG Ratio
752.86
High:
AAPL
24,779.06AAPLLow:ROO.L
-1,087.64ROO.LDetails
Price/Book
18.4
High:AAPL
54.11AAPLLow:
NIO
-76.32NIODetails
Price/Sales
11.57
High:
SPCE
82.79SPCELow:
NKLAQ
0.01NKLAQDetails
Price/CF
35.95
High:
KO
233.26KOLow:
GM
2GMDetails
Price/FCF
55.85
High:
SBUX
1,256.06SBUXLow:
CA.PA
5.52CA.PADetails
P/E Ratio
41.71
High:TSLA
196.04TSLALow:ROO.L
-145.53ROO.LDetails
PEG Ratio
752.86
High:AAPL
24,779.06AAPLLow:ROO.L
-1,087.64ROO.LDetails
Price/Book
18.4
High:AAPL
54.11AAPLLow:NIO
-76.32NIODetails
Price/Sales
11.57
High:SPCE
82.79SPCELow:NKLAQ
0.01NKLAQDetails
Price/CF
35.95
High:KO
233.26KOLow:GM
2GMDetails
Price/FCF
55.85
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 |