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-0.05%
This Month
-4.92%
Year To Date
+11.91%
2 Years
+20.89%
5 Years
+37.6%
10 Years
+6.07%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading84.81%
- 🛍️ Retail Trade10.53%
- 💵 Cash3.3%
- 🪙 Cryptocurrencies0.71%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE35.69%
- 🌍 Digital Currency25.55%
- 🇬🇧 LSE5.37%
- 🇺🇸 Nasdaq4.63%
- 🇳🇴 Oslo Stock Exchange3.69%
- 🇫🇷 Euronext Paris2.34%
- 🇭🇰 Hong Kong Exchanges1.94%
- 🇺🇸 Chicago Board Options Exchange0.85%
- 🇦🇺 Sydney0.62%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States24.76%
- 🇬🇧 United Kingdom6.48%
- 🇳🇴 Norway3.69%
- 🇨🇳 China2.38%
- 🇫🇷 France2.34%
- 🇬🇷 Greece1.13%
- 🇧🇷 Brazil0.75%
- 🇦🇺 Australia0.62%
- 🇭🇰 Hong Kong0.35%
- 🇳🇱 Netherlands0.19%
- 🇨🇦 Canada0.17%
- 🇹🇼 Taiwan0.11%
- 🇮🇱 Israel0.01%
- 🇯🇵 Japan0.01%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
1.18%
4 out of 9 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: FundManagerZech (5.14%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 FundManagerZech | 0.63% | 5.14% | - |
 thomaspj | 0.41% | 1.64% | - |
 JvAnkershoffen | 0.15% | 1.38% | - |
 marcodd | 0% | 0.03% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 MA (marcodd) | Ex-Dividend | Apr 9, 2026 | $0.87 |
 OXY (JvAnkershoffen) | Pay Day | Apr 15, 2026 | $0.26 |
 WB (FundManagerZech) | Ex-Dividend | Apr 17, 2026 | $0.61 |
 RR.L (thomaspj) | Ex-Dividend | Apr 23, 2026 | $0.07 |
 83.HK (FundManagerZech) | Pay Day | Apr 23, 2026 | $0.02 |
 GSBD (FundManagerZech) | Pay Day | Apr 28, 2026 | $0.32 |
MA (marcodd) | Pay Day | May 8, 2026 | $0.87 |
 EQNR.OL (thomaspj) | Ex-Dividend | May 13, 2026 | $0.39 |
 0700.HK (marcodd) | Ex-Dividend | May 15, 2026 | $0.68 |
 MSFT (marcodd) | Ex-Dividend | May 21, 2026 | $0.91 |
WB (FundManagerZech) | Pay Day | May 22, 2026 | $0.61 |
 TEP.PA (FundManagerZech) | Ex-Dividend | May 26, 2026 | $5.23 |
EQNR.OL (thomaspj) | Pay Day | May 27, 2026 | $0.39 |
TEP.PA (FundManagerZech) | Pay Day | May 28, 2026 | $5.23 |
0700.HK (marcodd) | Pay Day | Jun 1, 2026 | $0.68 |
RR.L (thomaspj) | Pay Day | Jun 3, 2026 | $0.07 |
 TSM (JvAnkershoffen) | Ex-Dividend | Jun 11, 2026 | $0.95 |
MSFT (marcodd) | Pay Day | Jun 11, 2026 | $0.91 |
 TTE.PA (thomaspj) | Ex-Dividend | Jun 30, 2026 | $1.01 |
TTE.PA (thomaspj) | Pay Day | Jul 2, 2026 | $1.01 |
TSM (JvAnkershoffen) | Pay Day | Jul 9, 2026 | $0.95 |
Performance Metrics
Score 5.7/10
Beta
0.17
0.17
0
0.8
1.2
0
2
Sharpe Ratio
0.34
0.34
0
0.5
1
1.5
1.5
Sortino Ratio
0.54
0.54
0
1
2
3
3
Jensen's Alpha
1.79
1.79
-2
0
2
4.5
4.5
Omega Ratio
0.73
0.73
0
1
1.5
2.5
2.5
Treynor Ratio
1.75
1.75
0
0.75
1.25
2
2
Information Ratio
-0.44
-0.44
-1
0.3
0.6
1
1
Calmar Ratio
0.37
0.37
0
0.3
0.6
1
1
Beta
0.17
0.17
0
0.8
1.2
0
2
Sharpe Ratio
0.34
0.34
0
0.5
1
1.5
1.5
Sortino Ratio
0.54
0.54
0
1
2
3
3
Jensen's Alpha
1.79
1.79
-2
0
2
4.5
4.5
Omega Ratio
0.73
0.73
0
1
1.5
2.5
2.5
Treynor Ratio
1.75
1.75
0
0.75
1.25
2
2
Information Ratio
-0.44
-0.44
-1
0.3
0.6
1
1
Calmar Ratio
0.37
0.37
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
31.36
High:
GME
31.36GMELow:GME
31.36GMEDetails
PEG Ratio
12.49
High:GME
12.49GMELow:GME
12.49GMEDetails
Price/Book
1.92
High:GME
1.92GMELow:GME
1.92GMEDetails
Price/Sales
3.81
High:GME
3.81GMELow:GME
3.81GMEDetails
Price/CF
22.99
High:GME
22.99GMELow:GME
22.99GMEDetails
Price/FCF
23.67
High:GME
23.67GMELow:GME
23.67GMEDetails
P/E Ratio
31.36
High:GME
31.36GMELow:GME
31.36GMEDetails
PEG Ratio
12.49
High:GME
12.49GMELow:GME
12.49GMEDetails
Price/Book
1.92
High:GME
1.92GMELow:GME
1.92GMEDetails
Price/Sales
3.81
High:GME
3.81GMELow:GME
3.81GMEDetails
Price/CF
22.99
High:GME
22.99GMELow:GME
22.99GMEDetails
Price/FCF
23.67
High:GME
23.67GMELow:GME
23.67GMEDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-17.63% | Oct 2025 | - | 7 |
-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 |