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+0.23%
Today
+2.5%
This Month
+7.64%
Year To Date
+32.44%
2 Years
+52.29%
5 Years
+9.26%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading88.15%
- 💵 Cash0.01%
- 🚚 Transportation0.01%
- 🧬 Health Technology0%
- 🪨 Non Energy Minerals0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq30.4%
- 🇺🇸 NYSE29.97%
- 🇬🇧 LSE5.94%
- 🌍 Digital Currency3.78%
- 🇨🇭 SIX1.83%
- 🇫🇷 Euronext Paris1.66%
- 🇪🇸 Bolsa De Madrid1.66%
- 🇩🇪 FRA1.54%
- 🇺🇸 Chicago Board Options Exchange1.28%
- 🇭🇰 Hong Kong Exchanges0.75%
- 🇩🇰 Copenhagen Stock Exchange0.67%
- 🇦🇪 Dubai Financial Market0.55%
- 🇸🇪 Stockholm Stock Exchange0.41%
- 🇳🇴 Oslo Stock Exchange0.34%
- 🇫🇮 Helsinki Stock Exchange0.23%
- 🇳🇱 Euronext Amsterdam0.1%
- 🇮🇹 Borsa Italiana0.08%
- 🇦🇺 Sydney0.03%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States43.2%
- 🇬🇧 United Kingdom7%
- 🇨🇭 Switzerland1.88%
- 🇹🇼 Taiwan1.84%
- 🇪🇸 Spain1.69%
- 🇩🇪 Germany1.69%
- 🇫🇷 France1.58%
- 🇮🇱 Israel1.3%
- 🇳🇱 Netherlands1.16%
- 🇨🇳 China1.03%
- 🇨🇦 Canada0.92%
- 🇯🇵 Japan0.88%
- 🇩🇰 Denmark0.69%
- 🇱🇺 Luxembourg0.56%
- 🇸🇪 Sweden0.41%
- 🇳🇴 Norway0.34%
- 🇫🇮 Finland0.23%
- 🇰🇷 South Korea0.2%
- 🇺🇾 Uruguay0.15%
- 🇧🇷 Brazil0.14%
- 🇰🇾 Cayman Islands0.12%
- 🇭🇰 Hong Kong0.09%
- 🇮🇪 Ireland0.08%
- 🇮🇹 Italy0.08%
- 🇨🇴 Colombia0.06%
- 🇦🇺 Australia0.03%
- 🇸🇬 Singapore0.01%
- 🇬🇮 Gibraltar0.01%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
1.11%
9 out of 10 instruments pay dividend.
39 dividend payments in the next 30 days.
Highest Dividend: Richardstroud (2.9%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 JeppeKirkBonde | 0.44% | 1.47% | - |
 Richardstroud | 0.24% | 2.9% | - |
 rubymza | 0.18% | 1.02% | - |
 Monabel | 0.12% | 1.52% | - |
 eddyb123 | 0.08% | 0.82% | - |
 OlenaL | 0.03% | 0.36% | - |
 liborvasa | 0.01% | 0.25% | - |
 GGB | 0% | -3.52% | $-0.22 |
 PHIA.NV | 0% | -4.2% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 META (JeppeKirkBonde) | Pay Day | Jun 26, 2025 | $0.52 |
META (rubymza) | Pay Day | Jun 26, 2025 | $0.52 |
META (eddyb123) | Pay Day | Jun 26, 2025 | $0.52 |
META (Monabel) | Pay Day | Jun 26, 2025 | $0.52 |
 QCOM (Monabel) | Pay Day | Jun 26, 2025 | $0.89 |
META (OlenaL) | Pay Day | Jun 26, 2025 | $0.52 |
QCOM (Richardstroud) | Pay Day | Jun 26, 2025 | $0.89 |
 LMT (JeppeKirkBonde) | Pay Day | Jun 27, 2025 | $3.30 |
 GS (JeppeKirkBonde) | Pay Day | Jun 27, 2025 | $3.00 |
GS (rubymza) | Pay Day | Jun 27, 2025 | $3.00 |
 MPCC.OL (Monabel) | Pay Day | Jun 27, 2025 | $0.08 |
 TSCO.L (Richardstroud) | Pay Day | Jun 27, 2025 | $0.12 |
 HST (JeppeKirkBonde) | Ex-Dividend | Jun 30, 2025 | $0.20 |
 LDOS (JeppeKirkBonde) | Pay Day | Jun 30, 2025 | $0.40 |
 DBRG (rubymza) | Ex-Dividend | Jun 30, 2025 | $0.01 |
 MDLZ (Monabel) | Ex-Dividend | Jun 30, 2025 | $0.47 |
 STLD (Monabel) | Ex-Dividend | Jun 30, 2025 | $0.50 |
 WCC (Monabel) | Pay Day | Jun 30, 2025 | $0.45 |
 CVE (Monabel) | Pay Day | Jun 30, 2025 | $0.14 |
 RITM (Monabel) | Ex-Dividend | Jun 30, 2025 | $0.25 |
 VST (OlenaL) | Pay Day | Jun 30, 2025 | $0.22 |
 KO (Monabel) | Pay Day | Jul 1, 2025 | $0.51 |
KO (Richardstroud) | Pay Day | Jul 1, 2025 | $0.51 |
 NKE (Richardstroud) | Pay Day | Jul 1, 2025 | $0.40 |
 BNZL.L (Monabel) | Pay Day | Jul 2, 2025 | $0.68 |
 JPM (JeppeKirkBonde) | Ex-Dividend | Jul 3, 2025 | $1.40 |
 NVDA (JeppeKirkBonde) | Pay Day | Jul 3, 2025 | $0.01 |
JPM (rubymza) | Ex-Dividend | Jul 3, 2025 | $1.40 |
NVDA (rubymza) | Pay Day | Jul 3, 2025 | $0.01 |
NVDA (liborvasa) | Pay Day | Jul 3, 2025 | $0.01 |
NVDA (Monabel) | Pay Day | Jul 3, 2025 | $0.01 |
 GD (Monabel) | Ex-Dividend | Jul 3, 2025 | $1.50 |
NVDA (OlenaL) | Pay Day | Jul 3, 2025 | $0.01 |
 CSCO (Richardstroud) | Ex-Dividend | Jul 3, 2025 | $0.41 |
 NXT.L (Richardstroud) | Ex-Dividend | Jul 3, 2025 | $2.04 |
 IBE.MC (JeppeKirkBonde) | Ex-Dividend | Jul 4, 2025 | $0.46 |
 ABF.L (Richardstroud) | Pay Day | Jul 4, 2025 | $0.28 |
 MRK (Monabel) | Pay Day | Jul 8, 2025 | $0.81 |
 QSR (Monabel) | Pay Day | Jul 8, 2025 | $0.62 |
 BABA (JeppeKirkBonde) | Pay Day | Jul 10, 2025 | $1.05 |
 CRM (eddyb123) | Pay Day | Jul 10, 2025 | $0.42 |
BABA (OlenaL) | Pay Day | Jul 10, 2025 | $1.05 |
CRM (OlenaL) | Pay Day | Jul 10, 2025 | $0.42 |
STLD (Monabel) | Pay Day | Jul 11, 2025 | $0.50 |
MDLZ (Monabel) | Pay Day | Jul 14, 2025 | $0.47 |
HST (JeppeKirkBonde) | Pay Day | Jul 15, 2025 | $0.20 |
DBRG (rubymza) | Pay Day | Jul 15, 2025 | $0.01 |
 ABBV (Monabel) | Ex-Dividend | Jul 15, 2025 | $1.64 |
 EOG (Monabel) | Ex-Dividend | Jul 17, 2025 | $0.98 |
 ENEL.MI (Monabel) | Ex-Dividend | Jul 21, 2025 | $0.28 |
ENEL.MI (Monabel) | 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 |
IBE.MC (JeppeKirkBonde) | Pay Day | Jul 30, 2025 | $0.46 |
JPM (JeppeKirkBonde) | Pay Day | Jul 31, 2025 | $1.40 |
JPM (rubymza) | Pay Day | Jul 31, 2025 | $1.40 |
EOG (Monabel) | Pay Day | Jul 31, 2025 | $0.98 |
RITM (Monabel) | Pay Day | Jul 31, 2025 | $0.25 |
NXT.L (Richardstroud) | Pay Day | Aug 1, 2025 | $2.04 |
 SIMO (Monabel) | Ex-Dividend | Aug 7, 2025 | $0.50 |
SIMO (OlenaL) | Ex-Dividend | Aug 7, 2025 | $0.50 |
GD (Monabel) | Pay Day | Aug 8, 2025 | $1.50 |
 LNG (Monabel) | Ex-Dividend | Aug 8, 2025 | $0.50 |
 TGT (Richardstroud) | Ex-Dividend | Aug 13, 2025 | $1.14 |
 PSH.L (Monabel) | Ex-Dividend | Aug 14, 2025 | $0.16 |
ABBV (Monabel) | Pay Day | Aug 15, 2025 | $1.64 |
 ENB (Monabel) | Ex-Dividend | Aug 15, 2025 | $0.68 |
LNG (Monabel) | Pay Day | Aug 18, 2025 | $0.50 |
 MSFT (JeppeKirkBonde) | Ex-Dividend | Aug 21, 2025 | $0.83 |
MSFT (rubymza) | Ex-Dividend | Aug 21, 2025 | $0.83 |
MSFT (eddyb123) | Ex-Dividend | Aug 21, 2025 | $0.83 |
MSFT (Monabel) | Ex-Dividend | Aug 21, 2025 | $0.83 |
SIMO (Monabel) | Pay Day | Aug 21, 2025 | $0.50 |
MSFT (OlenaL) | Ex-Dividend | Aug 21, 2025 | $0.83 |
SIMO (OlenaL) | Pay Day | Aug 21, 2025 | $0.50 |
MSFT (Richardstroud) | Ex-Dividend | Aug 21, 2025 | $0.83 |
ENB (Monabel) | Pay Day | Sep 1, 2025 | $0.68 |
TGT (Richardstroud) | Pay Day | Sep 1, 2025 | $1.14 |
MSFT (JeppeKirkBonde) | Pay Day | Sep 11, 2025 | $0.83 |
MSFT (rubymza) | Pay Day | Sep 11, 2025 | $0.83 |
MSFT (eddyb123) | Pay Day | Sep 11, 2025 | $0.83 |
MSFT (Monabel) | Pay Day | Sep 11, 2025 | $0.83 |
MSFT (OlenaL) | Pay Day | Sep 11, 2025 | $0.83 |
MSFT (Richardstroud) | Pay Day | Sep 11, 2025 | $0.83 |
 TSM (JeppeKirkBonde) | Ex-Dividend | Sep 16, 2025 | $0.82 |
SSE.L (Richardstroud) | Pay Day | Sep 18, 2025 | $0.58 |
PSH.L (Monabel) | Pay Day | Sep 19, 2025 | $0.16 |
 TTE.PA (Monabel) | Ex-Dividend | Oct 1, 2025 | $0.97 |
TTE.PA (Monabel) | Pay Day | Oct 3, 2025 | $0.97 |
TSM (JeppeKirkBonde) | Pay Day | Oct 9, 2025 | $0.82 |
 INDA (JeppeKirkBonde) | Pay Day | Dec 20, 2025 | $0.40 |
INDA (eddyb123) | Pay Day | Dec 20, 2025 | $0.40 |
 EWW (Monabel) | Pay Day | Dec 20, 2025 | $1.58 |
 ACWI (Monabel) | Pay Day | Dec 20, 2025 | $0.00 |
 ICLN (Monabel) | Pay Day | Dec 20, 2025 | $0.11 |
 UUP (Monabel) | Pay Day | Dec 27, 2025 | $1.32 |
Performance Metrics
Score 3.6/10
Beta
0.82
0.82
0
0.8
1.2
0
2
Sharpe Ratio
0.42
0.42
0
0.5
1
1.5
1.5
Sortino Ratio
0.75
0.75
0
1
2
3
3
Jensen's Alpha
-3.42
-3.42
-4
0
2
4.5
4.5
Omega Ratio
0.58
0.58
0
1
1.5
2.5
2.5
Treynor Ratio
0.64
0.64
0
0.75
1.25
2
2
Information Ratio
-0.7
-0.7
-1
0.3
0.6
1
1
Calmar Ratio
0.31
0.31
0
0.3
0.6
1
1
Beta
0.82
0.82
0
0.8
1.2
0
2
Sharpe Ratio
0.42
0.42
0
0.5
1
1.5
1.5
Sortino Ratio
0.75
0.75
0
1
2
3
3
Jensen's Alpha
-3.42
-3.42
-4
0
2
4.5
4.5
Omega Ratio
0.58
0.58
0
1
1.5
2.5
2.5
Treynor Ratio
0.64
0.64
0
0.75
1.25
2
2
Information Ratio
-0.7
-0.7
-1
0.3
0.6
1
1
Calmar Ratio
0.31
0.31
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
20.85
High:
03690.HK
18.2603690.HKLow:
PHIA.NV
-25.81PHIA.NVDetails
PEG Ratio
11.65
High:03690.HK
11.6503690.HKLow:03690.HK
11.6503690.HKDetails
Price/Book
3.52
High:03690.HK
4.0203690.HKLow:
GGB
0.6GGBDetails
Price/Sales
1.91
High:03690.HK
2.103690.HKLow:GGB
0.49GGBDetails
Price/CF
14.09
High:03690.HK
14.2803690.HKLow:GGB
3.32GGBDetails
Price/FCF
148.24
High:03690.HK
387.8103690.HKLow:PHIA.NV
17.75PHIA.NVDetails
P/E Ratio
20.85
High:03690.HK
18.2603690.HKLow:PHIA.NV
-25.81PHIA.NVDetails
PEG Ratio
11.65
High:03690.HK
11.6503690.HKLow:03690.HK
11.6503690.HKDetails
Price/Book
3.52
High:03690.HK
4.0203690.HKLow:GGB
0.6GGBDetails
Price/Sales
1.91
High:03690.HK
2.103690.HKLow:GGB
0.49GGBDetails
Price/CF
14.09
High:03690.HK
14.2803690.HKLow:GGB
3.32GGBDetails
Price/FCF
148.24
High:03690.HK
387.8103690.HKLow:PHIA.NV
17.75PHIA.NVDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-26.97% | Nov 2021 | Jun 2024 | 31 |
-7.9% | Feb 2025 | May 2025 | 3 |
-6.83% | Sep 2020 | Nov 2020 | 2 |
-3.85% | Sep 2021 | Oct 2021 | 1 |
-3.29% | Dec 2024 | Jan 2025 | 1 |
-1.02% | Jul 2021 | Aug 2021 | 1 |
-0.99% | Oct 2024 | Nov 2024 | 1 |