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+5.65%
This Month
+28.94%
Year To Date
+50.11%
2 Years
+68.98%
5 Years
+68.98%
10 Years
+11.47%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading82.65%
- 🛍️ Retail Trade9.68%
- 🪙 Cryptocurrencies4.29%
- 💵 Cash0.13%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency32.72%
- 🇺🇸 NYSE23.3%
- 🇺🇸 Nasdaq18.12%
- 🇬🇧 LSE8.75%
- 🇩🇪 FRA2.92%
- 🇭🇰 Hong Kong Exchanges1.08%
- 🇳🇴 Oslo Stock Exchange0.9%
- 🇺🇸 Chicago Board Options Exchange0.77%
- 🌍 Commodity0.34%
- 🌍 FX0.32%
- 🇫🇷 Euronext Paris0.1%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States34.25%
- 🇬🇧 United Kingdom9.56%
- 🇩🇪 Germany2.92%
- 🇬🇷 Greece1.18%
- 🇨🇳 China1.08%
- 🇳🇴 Norway0.9%
- 🇧🇲 Bermuda0.45%
- 🇮🇱 Israel0.29%
- 🇫🇷 France0.1%
Dividends
Dividend Yield
1.12%
5 out of 10 instruments pay dividend.
12 dividend payments in the next 30 days.
Highest Dividend: mick_repo (5.71%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 mick_repo | 0.5% | 5.71% | - |
 FundManagerZech | 0.38% | 4.05% | - |
 thomaspj | 0.12% | 0.63% | - |
 Allemann_Raoul | 0.11% | 1.27% | - |
 JvAnkershoffen | 0.01% | 0.11% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 JOE (FundManagerZech) | Pay Day | Sep 19, 2025 | $0.14 |
 META (thomaspj) | Ex-Dividend | Sep 22, 2025 | $0.52 |
 PVH (mick_repo) | Pay Day | Sep 24, 2025 | $0.04 |
 INSW (FundManagerZech) | Pay Day | Sep 24, 2025 | $0.12 |
 PHNX.L (mick_repo) | Ex-Dividend | Sep 25, 2025 | $0.37 |
 CIVI (FundManagerZech) | Pay Day | Sep 25, 2025 | $0.50 |
 LGEN.L (mick_repo) | Pay Day | Sep 26, 2025 | $0.08 |
META (thomaspj) | Pay Day | Sep 29, 2025 | $0.52 |
 GS (thomaspj) | Pay Day | Sep 29, 2025 | $4.00 |
 PEP (mick_repo) | Pay Day | Sep 30, 2025 | $1.42 |
 CVGW (FundManagerZech) | Ex-Dividend | Sep 30, 2025 | $0.20 |
 NVDA (thomaspj) | Pay Day | Oct 2, 2025 | $0.01 |
 GSK (mick_repo) | Pay Day | Oct 9, 2025 | $0.43 |
 DGE.L (mick_repo) | Ex-Dividend | Oct 16, 2025 | $0.84 |
 ITV.L (mick_repo) | Ex-Dividend | Oct 16, 2025 | $0.02 |
 PRU.L (mick_repo) | Pay Day | Oct 16, 2025 | $0.08 |
 PSN.L (mick_repo) | Ex-Dividend | Oct 16, 2025 | $0.27 |
 MNG.L (mick_repo) | Pay Day | Oct 17, 2025 | $0.09 |
PHNX.L (mick_repo) | Pay Day | Oct 30, 2025 | $0.37 |
CVGW (FundManagerZech) | Pay Day | Oct 31, 2025 | $0.20 |
 ASHM.L (mick_repo) | Ex-Dividend | Nov 6, 2025 | $0.16 |
PSN.L (mick_repo) | Pay Day | Nov 7, 2025 | $0.27 |
 MSFT (thomaspj) | Ex-Dividend | Nov 20, 2025 | $0.91 |
ITV.L (mick_repo) | Pay Day | Nov 25, 2025 | $0.02 |
DGE.L (mick_repo) | Pay Day | Dec 4, 2025 | $0.84 |
ASHM.L (mick_repo) | Pay Day | Dec 8, 2025 | $0.16 |
MSFT (thomaspj) | Pay Day | Dec 11, 2025 | $0.91 |
Performance Metrics
Score 7.1/10
Beta
0.15
0.15
0
0.8
1.2
0
2
Sharpe Ratio
0.77
0.77
0
0.5
1
1.5
1.5
Sortino Ratio
1.51
1.51
0
1
2
3
3
Jensen's Alpha
5.8
5.8
-2
0
2
6
6
Omega Ratio
0.86
0.86
0
1
1.5
2.5
2.5
Treynor Ratio
3.97
3.97
0
0.75
1.25
4
4
Information Ratio
-0.21
-0.21
-1
0.3
0.6
1
1
Calmar Ratio
1.12
1.12
0
0.3
0.6
2
2
Beta
0.15
0.15
0
0.8
1.2
0
2
Sharpe Ratio
0.77
0.77
0
0.5
1
1.5
1.5
Sortino Ratio
1.51
1.51
0
1
2
3
3
Jensen's Alpha
5.8
5.8
-2
0
2
6
6
Omega Ratio
0.86
0.86
0
1
1.5
2.5
2.5
Treynor Ratio
3.97
3.97
0
0.75
1.25
4
4
Information Ratio
-0.21
-0.21
-1
0.3
0.6
1
1
Calmar Ratio
1.12
1.12
0
0.3
0.6
2
2
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
36.01
High:
GME
36.01GMELow:GME
36.01GMEDetails
PEG Ratio
6.82
High:GME
6.82GMELow:GME
6.82GMEDetails
Price/Book
2.28
High:GME
2.28GMELow:GME
2.28GMEDetails
Price/Sales
3.74
High:GME
3.74GMELow:GME
3.74GMEDetails
Price/CF
24.31
High:GME
24.31GMELow:GME
24.31GMEDetails
Price/FCF
25.07
High:GME
25.07GMELow:GME
25.07GMEDetails
P/E Ratio
36.01
High:GME
36.01GMELow:GME
36.01GMEDetails
PEG Ratio
6.82
High:GME
6.82GMELow:GME
6.82GMEDetails
Price/Book
2.28
High:GME
2.28GMELow:GME
2.28GMEDetails
Price/Sales
3.74
High:GME
3.74GMELow:GME
3.74GMEDetails
Price/CF
24.31
High:GME
24.31GMELow:GME
24.31GMEDetails
Price/FCF
25.07
High:GME
25.07GMELow:GME
25.07GMEDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-9.3% | Nov 2022 | Dec 2023 | 13 |
-4.37% | Jun 2024 | Sep 2024 | 3 |
-2.36% | Jan 2024 | Mar 2024 | 2 |
-0.96% | Oct 2024 | Feb 2025 | 4 |
-0.5% | Apr 2024 | May 2024 | 1 |