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+0.15%
Today
+6.19%
This Month
+18.35%
Year To Date
+59.58%
2 Years
+45.61%
5 Years
+10.3%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading41.31%
- 💻 Electronic Technology14.95%
- 🚚 Transportation5.9%
- 💇♀️ Consumer Services4.69%
- 💰 Finance4.21%
- 🖥️ Technology Services3.84%
- 📊 ETFs3.16%
- 🛠️ Producer Manufacturing2.77%
- 🚗 Consumer Durables2.72%
- 🛍️ Retail Trade2.69%
- 🪙 Cryptocurrencies2.51%
- ⚡ Utilities2.45%
- 💵 Cash2.42%
- 🍞 Consumer Non Durables1.32%
- ⛏️ Energy Minerals1.12%
- 💼 Commercial Services1.01%
- 🧬 Health Technology0.55%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq38.43%
- 🇺🇸 NYSE29.46%
- 🌍 Digital Currency13.88%
- 🇬🇧 LSE3.74%
- 🇩🇪 FRA3.09%
- 🇭🇰 Hong Kong Exchanges2.41%
- 🇫🇷 Euronext Paris1.33%
- 🇮🇹 Borsa Italiana0.79%
- 🇨🇭 SIX0.51%
- 🇪🇸 Bolsa De Madrid0.4%
- 🇺🇸 Chicago Board Options Exchange0.19%
- 🇩🇰 Copenhagen Stock Exchange0.17%
- 🇦🇪 Dubai Financial Market0.16%
- 🇸🇪 Stockholm Stock Exchange0.11%
- 🇳🇴 Oslo Stock Exchange0.09%
- 🇫🇮 Helsinki Stock Exchange0.08%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States55.55%
- 🇨🇳 China4.29%
- 🇬🇧 United Kingdom3.61%
- 🇩🇪 Germany3.09%
- 🇮🇪 Ireland1.98%
- 🇨🇭 Switzerland1.44%
- 🇫🇷 France1.33%
- 🇹🇼 Taiwan1.11%
- 🇨🇦 Canada0.86%
- 🇮🇹 Italy0.79%
- 🇪🇸 Spain0.4%
- 🇳🇱 Netherlands0.29%
- 🇱🇺 Luxembourg0.23%
- 🇩🇰 Denmark0.17%
- 🇸🇪 Sweden0.11%
- 🇳🇴 Norway0.09%
- 🇫🇮 Finland0.08%
- 🇮🇱 Israel0.07%
- 🇰🇷 South Korea0.04%
- 🇧🇷 Brazil0.03%
- 🇸🇬 Singapore0.03%
- 🇬🇮 Gibraltar0.01%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
0.86%
29 out of 60 instruments pay dividend.
16 dividend payments in the next 30 days.
Highest Dividend: $CA.PA (7.59%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 Richardstroud | 0.16% | 2.81% | - |
 JeppeKirkBonde | 0.12% | 1.4% | - |
 CA.PA | 0.09% | 7.59% | $0.87 |
 CVX | 0.05% | 4.45% | $6.28 |
 ENEL.MI | 0.05% | 6.09% | $0.43 |
 ED | 0.04% | 3.32% | $3.28 |
 VTI | 0.04% | 1.29% | - |
 KO | 0.04% | 2.87% | $1.89 |
 F | 0.04% | 6.62% | $0.78 |
 PFE | 0.03% | 7.02% | $1.66 |
 BigTech | 0.03% | 0.33% | - |
 AXP | 0.02% | 1% | $2.6 |
 RYAAY | 0.02% | 1.41% | $0.93 |
 IAG.L | 0.02% | 1.89% | - |
 RCL | 0.02% | 0.7% | - |
 AI-Revolution | 0.02% | 0.22% | - |
 GRMN | 0.01% | 1.59% | $3.71 |
 0916.HK | 0.01% | 3.53% | $0.24 |
 SBUX | 0.01% | 2.62% | $2.24 |
 MSFT | 0.01% | 0.65% | $3 |
 INTC | 0.01% | 2.15% | $0.5 |
 V | 0.01% | 0.65% | $2.01 |
 CNK | 0.01% | 0.54% | - |
 BABA | 0.01% | 0.86% | $0.98 |
 GM | 0% | 0.95% | $0.42 |
 AAPL | 0% | 0.48% | $0.97 |
 GOOG | 0% | 0.42% | $0.2 |
 NVDA | 0% | 0.02% | $0.02 |
 GEV | 0% | -0.13% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
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 |
 ORCL (BigTech) | Pay Day | Jul 24, 2025 | $0.50 |
PFE | Ex-Dividend | Jul 25, 2025 | $0.43 |
 GE (AI-Revolution) | Pay Day | Jul 25, 2025 | $0.36 |
 ASML (JeppeKirkBonde) | Ex-Dividend | Jul 29, 2025 | $1.86 |
ASML (BigTech) | Ex-Dividend | Jul 29, 2025 | $1.86 |
 IBE.MC (JeppeKirkBonde) | Pay Day | Jul 30, 2025 | $0.46 |
 JPM (JeppeKirkBonde) | Pay Day | Jul 31, 2025 | $1.40 |
 FCX (JeppeKirkBonde) | Pay Day | Aug 1, 2025 | $0.15 |
 NXT.L (Richardstroud) | Pay Day | Aug 1, 2025 | $2.04 |
ASML (JeppeKirkBonde) | Pay Day | Aug 6, 2025 | $1.86 |
 EQT (JeppeKirkBonde) | Ex-Dividend | Aug 6, 2025 | $0.16 |
ASML (BigTech) | Pay Day | Aug 6, 2025 | $1.86 |
AXP | Pay Day | Aug 8, 2025 | $0.82 |
ED | Ex-Dividend | Aug 13, 2025 | $0.85 |
 TGT (Richardstroud) | Ex-Dividend | Aug 13, 2025 | $1.14 |
SBUX | Ex-Dividend | Aug 15, 2025 | $0.61 |
0916.HK | Pay Day | Aug 15, 2025 | $0.03 |
 PG (Richardstroud) | Pay Day | Aug 15, 2025 | $1.06 |
 ACN (AI-Revolution) | Pay Day | Aug 15, 2025 | $1.48 |
GEV | Pay Day | Aug 18, 2025 | -$0.25 |
MSFT | Ex-Dividend | Aug 21, 2025 | $0.83 |
MSFT (JeppeKirkBonde) | Ex-Dividend | Aug 21, 2025 | $0.83 |
MSFT (Richardstroud) | Ex-Dividend | Aug 21, 2025 | $0.83 |
MSFT (BigTech) | Ex-Dividend | Aug 21, 2025 | $0.83 |
 AMAT (BigTech) | Ex-Dividend | Aug 21, 2025 | $0.46 |
MSFT (AI-Revolution) | Ex-Dividend | Aug 21, 2025 | $0.83 |
 SPGI (Richardstroud) | Ex-Dividend | Aug 26, 2025 | $0.96 |
SBUX | Pay Day | Aug 29, 2025 | $0.61 |
 GS (JeppeKirkBonde) | Ex-Dividend | Aug 29, 2025 | $4.00 |
TGT (Richardstroud) | Pay Day | Sep 1, 2025 | $1.14 |
PFE | Pay Day | Sep 2, 2025 | $0.43 |
 LMT (JeppeKirkBonde) | Ex-Dividend | Sep 2, 2025 | $3.30 |
EQT (JeppeKirkBonde) | Pay Day | Sep 2, 2025 | $0.16 |
 QCOM (Richardstroud) | Ex-Dividend | Sep 4, 2025 | $0.89 |
QCOM (BigTech) | Ex-Dividend | Sep 4, 2025 | $0.89 |
SPGI (Richardstroud) | Pay Day | Sep 10, 2025 | $0.96 |
MSFT | Pay Day | Sep 11, 2025 | $0.83 |
MSFT (JeppeKirkBonde) | Pay Day | Sep 11, 2025 | $0.83 |
MSFT (Richardstroud) | Pay Day | Sep 11, 2025 | $0.83 |
MSFT (BigTech) | Pay Day | Sep 11, 2025 | $0.83 |
AMAT (BigTech) | Pay Day | Sep 11, 2025 | $0.46 |
MSFT (AI-Revolution) | Pay Day | Sep 11, 2025 | $0.83 |
GRMN | Ex-Dividend | Sep 12, 2025 | $0.90 |
KO | Ex-Dividend | Sep 15, 2025 | $0.51 |
ED | Pay Day | Sep 15, 2025 | $0.85 |
KO (Richardstroud) | Ex-Dividend | Sep 15, 2025 | $0.51 |
 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 |
SSE.L (Richardstroud) | Pay Day | Sep 18, 2025 | $0.58 |
QCOM (Richardstroud) | Pay Day | Sep 25, 2025 | $0.89 |
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 |
GS (JeppeKirkBonde) | Pay Day | Sep 29, 2025 | $4.00 |
KO | Pay Day | Oct 1, 2025 | $0.51 |
KO (Richardstroud) | Pay Day | Oct 1, 2025 | $0.51 |
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 |
 INDA (JeppeKirkBonde) | Pay Day | Dec 20, 2025 | $0.00 |
Performance Metrics
Score 3.2/10
Beta
0.99
0.99
0
0.8
1.2
0
2
Sharpe Ratio
0.32
0.32
0
0.5
1
1.5
1.5
Sortino Ratio
0.48
0.48
0
1
2
3
3
Jensen's Alpha
-4.02
-4.02
-5
0
2
4.5
4.5
Omega Ratio
0.7
0.7
0
1
1.5
2.5
2.5
Treynor Ratio
0.47
0.47
0
0.75
1.25
2
2
Information Ratio
-0.5
-0.5
-1
0.3
0.6
1
1
Calmar Ratio
0.23
0.23
0
0.3
0.6
1
1
Beta
0.99
0.99
0
0.8
1.2
0
2
Sharpe Ratio
0.32
0.32
0
0.5
1
1.5
1.5
Sortino Ratio
0.48
0.48
0
1
2
3
3
Jensen's Alpha
-4.02
-4.02
-5
0
2
4.5
4.5
Omega Ratio
0.7
0.7
0
1
1.5
2.5
2.5
Treynor Ratio
0.47
0.47
0
0.75
1.25
2
2
Information Ratio
-0.5
-0.5
-1
0.3
0.6
1
1
Calmar Ratio
0.23
0.23
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
45.5
High:
ROO.L
983.89ROO.LLow:
MARA
-13.55MARADetails
PEG Ratio
519.29
High:
KO
9,978.59KOLow:
FCEL
-318.58FCELDetails
Price/Book
20.52
High:
NVDA
50.15NVDALow:
NIO
-168.98NIODetails
Price/Sales
12.43
High:NVDA
28.57NVDALow:
NKLAQ
0.05NKLAQDetails
Price/CF
29.06
High:KO
282.33KOLow:
GM
2.05GMDetails
Price/FCF
40.15
High:
SBUX
1,256.06SBUXLow:
CA.PA
4.87CA.PADetails
P/E Ratio
45.5
High:ROO.L
983.89ROO.LLow:MARA
-13.55MARADetails
PEG Ratio
519.29
High:KO
9,978.59KOLow:FCEL
-318.58FCELDetails
Price/Book
20.52
High:NVDA
50.15NVDALow:NIO
-168.98NIODetails
Price/Sales
12.43
High:NVDA
28.57NVDALow:NKLAQ
0.05NKLAQDetails
Price/CF
29.06
High:KO
282.33KOLow:GM
2.05GMDetails
Price/FCF
40.15
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 |