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+0.04%
Today
+1.23%
This Month
-2.85%
Year To Date
+24.44%
2 Years
+37.46%
5 Years
+7.19%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading88.46%
- 💵 Cash0.01%
- 🚚 Transportation0.01%
- 🧬 Health Technology0%
- 🪨 Non Energy Minerals0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE32.5%
- 🇺🇸 Nasdaq28.3%
- 🇬🇧 LSE4.44%
- 🌍 Digital Currency3.9%
- 🇨🇭 SIX1.9%
- 🇪🇸 Bolsa De Madrid1.68%
- 🇩🇪 FRA1.39%
- 🇺🇸 Chicago Board Options Exchange1.38%
- 🇫🇷 Euronext Paris1.04%
- 🇭🇰 Hong Kong Exchanges0.76%
- 🇩🇰 Copenhagen Stock Exchange0.69%
- 🇦🇪 Dubai Financial Market0.53%
- 🇸🇪 Stockholm Stock Exchange0.47%
- 🇳🇴 Oslo Stock Exchange0.38%
- 🇫🇮 Helsinki Stock Exchange0.21%
- 🇳🇱 Euronext Amsterdam0.14%
- 🇮🇹 Borsa Italiana0.06%
- 🇦🇺 Sydney0.04%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States44.09%
- 🇬🇧 United Kingdom4.81%
- 🇹🇼 Taiwan2.28%
- 🇨🇭 Switzerland1.95%
- 🇪🇸 Spain1.75%
- 🇩🇪 Germany1.5%
- 🇳🇱 Netherlands1.16%
- 🇨🇳 China1.09%
- 🇯🇵 Japan1.05%
- 🇫🇷 France0.96%
- 🇨🇦 Canada0.93%
- 🇰🇾 Cayman Islands0.85%
- 🇩🇰 Denmark0.71%
- 🇱🇺 Luxembourg0.58%
- 🇸🇪 Sweden0.47%
- 🇳🇴 Norway0.38%
- 🇮🇱 Israel0.31%
- 🇫🇮 Finland0.21%
- 🇰🇷 South Korea0.2%
- 🇧🇷 Brazil0.16%
- 🇺🇾 Uruguay0.15%
- 🇸🇬 Singapore0.11%
- 🇮🇪 Ireland0.1%
- 🇭🇰 Hong Kong0.07%
- 🇨🇴 Colombia0.07%
- 🇮🇹 Italy0.06%
- 🇦🇺 Australia0.04%
- 🇬🇮 Gibraltar0.01%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
1.19%
9 out of 10 instruments pay dividend.
34 dividend payments in the next 30 days.
Highest Dividend: Richardstroud (2.72%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 JeppeKirkBonde | 0.47% | 1.61% | - |
 Richardstroud | 0.23% | 2.72% | - |
 rubymza | 0.22% | 1.23% | - |
 Monabel | 0.13% | 1.63% | - |
 eddyb123 | 0.09% | 0.86% | - |
 OlenaL | 0.04% | 0.38% | - |
 liborvasa | 0.01% | 0.24% | - |
 GGB | 0% | -5.19% | $-0.22 |
 PHIA.NV | 0% | -3.86% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 MC.PA (JeppeKirkBonde) | Pay Day | Apr 28, 2025 | $8.54 |
 ASML (JeppeKirkBonde) | Ex-Dividend | Apr 28, 2025 | $1.92 |
 CDI.PA (JeppeKirkBonde) | Pay Day | Apr 28, 2025 | $7.83 |
MC.PA (Monabel) | Pay Day | Apr 28, 2025 | $8.54 |
 JPM (JeppeKirkBonde) | Pay Day | Apr 30, 2025 | $1.40 |
JPM (rubymza) | Pay Day | Apr 30, 2025 | $1.40 |
 SAN (Monabel) | Ex-Dividend | Apr 30, 2025 | $0.12 |
 EOG (Monabel) | Pay Day | Apr 30, 2025 | $0.98 |
 RITM (Monabel) | Pay Day | Apr 30, 2025 | $0.25 |
 FCX (JeppeKirkBonde) | Pay Day | May 1, 2025 | $0.15 |
 ALLY (OlenaL) | Ex-Dividend | May 1, 2025 | $0.30 |
 GRG.L (Richardstroud) | Ex-Dividend | May 1, 2025 | $0.64 |
 DELL (rubymza) | Pay Day | May 2, 2025 | $0.52 |
 VPK.NV (Monabel) | Pay Day | May 2, 2025 | $1.67 |
 KER.PA (JeppeKirkBonde) | Ex-Dividend | May 5, 2025 | $4.13 |
 C (rubymza) | Ex-Dividend | May 5, 2025 | $0.56 |
C (Monabel) | Ex-Dividend | May 5, 2025 | $0.56 |
 HCC (Monabel) | Ex-Dividend | May 5, 2025 | $0.08 |
 ORK.OL (JeppeKirkBonde) | Pay Day | May 6, 2025 | $0.57 |
ASML (JeppeKirkBonde) | Pay Day | May 6, 2025 | $1.92 |
 SBMO.NV (Monabel) | Pay Day | May 6, 2025 | $0.94 |
KER.PA (JeppeKirkBonde) | Pay Day | May 7, 2025 | $4.13 |
 EQT (JeppeKirkBonde) | Ex-Dividend | May 7, 2025 | $0.16 |
SAN (Monabel) | Pay Day | May 7, 2025 | $0.12 |
 SIMO (Monabel) | Ex-Dividend | May 8, 2025 | $0.50 |
SIMO (OlenaL) | Ex-Dividend | May 8, 2025 | $0.50 |
 WMT (rubymza) | Ex-Dividend | May 9, 2025 | $0.24 |
 MA (Monabel) | Pay Day | May 9, 2025 | $0.76 |
 GD (Monabel) | Pay Day | May 9, 2025 | $1.50 |
MA (OlenaL) | Pay Day | May 9, 2025 | $0.76 |
PHIA.NV | Ex-Dividend | May 12, 2025 | -$0.92 |
 NHY.OL (JeppeKirkBonde) | Ex-Dividend | May 12, 2025 | $2.25 |
 SAN.PA (Monabel) | Ex-Dividend | May 12, 2025 | $4.26 |
 EVO.ST (Monabel) | Ex-Dividend | May 12, 2025 | $3.06 |
HCC (Monabel) | Pay Day | May 12, 2025 | $0.08 |
PHIA.NV (OlenaL) | Ex-Dividend | May 12, 2025 | -$0.92 |
SAN.PA (Richardstroud) | Ex-Dividend | May 12, 2025 | $4.26 |
 OSB.L (Richardstroud) | Pay Day | May 13, 2025 | $0.30 |
SAN.PA (Monabel) | Pay Day | May 14, 2025 | $4.26 |
 PMT (Monabel) | Ex-Dividend | May 14, 2025 | $0.30 |
SAN.PA (Richardstroud) | Pay Day | May 14, 2025 | $4.26 |
 TGT (Richardstroud) | Ex-Dividend | May 14, 2025 | $1.12 |
 MSFT (JeppeKirkBonde) | Ex-Dividend | May 15, 2025 | $0.83 |
MSFT (rubymza) | Ex-Dividend | May 15, 2025 | $0.83 |
MSFT (eddyb123) | Ex-Dividend | May 15, 2025 | $0.83 |
MSFT (Monabel) | Ex-Dividend | May 15, 2025 | $0.83 |
 ABBV (Monabel) | Pay Day | May 15, 2025 | $1.64 |
 ULVR.L (Monabel) | Ex-Dividend | May 15, 2025 | $0.52 |
 PSH.L (Monabel) | Ex-Dividend | May 15, 2025 | $0.16 |
 ENB (Monabel) | Ex-Dividend | May 15, 2025 | $0.68 |
MSFT (OlenaL) | Ex-Dividend | May 15, 2025 | $0.83 |
ALLY (OlenaL) | Pay Day | May 15, 2025 | $0.30 |
MSFT (Richardstroud) | Ex-Dividend | May 15, 2025 | $0.83 |
 PG (Richardstroud) | Pay Day | May 15, 2025 | $1.06 |
 TSCO.L (Richardstroud) | Ex-Dividend | May 15, 2025 | $0.12 |
 0700.HK (JeppeKirkBonde) | Ex-Dividend | May 16, 2025 | $0.58 |
 SAP (Monabel) | Ex-Dividend | May 16, 2025 | $2.35 |
0700.HK (Richardstroud) | Ex-Dividend | May 16, 2025 | $0.58 |
 TWEKA.NV (Monabel) | Ex-Dividend | May 19, 2025 | $1.58 |
NHY.OL (JeppeKirkBonde) | Pay Day | May 20, 2025 | $2.25 |
EVO.ST (Monabel) | Pay Day | May 20, 2025 | $3.06 |
 HAS (JeppeKirkBonde) | Ex-Dividend | May 21, 2025 | $0.70 |
 LSEG.L (OlenaL) | Pay Day | May 21, 2025 | $1.13 |
 BNZL.L (Monabel) | Ex-Dividend | May 22, 2025 | $0.68 |
SIMO (Monabel) | Pay Day | May 22, 2025 | $0.50 |
SIMO (OlenaL) | Pay Day | May 22, 2025 | $0.50 |
C (rubymza) | Pay Day | May 23, 2025 | $0.56 |
C (Monabel) | Pay Day | May 23, 2025 | $0.56 |
TWEKA.NV (Monabel) | Pay Day | May 23, 2025 | $1.58 |
PMT (Monabel) | Pay Day | May 23, 2025 | $0.30 |
WMT (rubymza) | Pay Day | May 27, 2025 | $0.24 |
SAP (Monabel) | Pay Day | May 28, 2025 | $2.35 |
 GS (JeppeKirkBonde) | Ex-Dividend | May 30, 2025 | $3.00 |
0700.HK (JeppeKirkBonde) | Pay Day | May 30, 2025 | $0.58 |
GS (rubymza) | Ex-Dividend | May 30, 2025 | $3.00 |
0700.HK (Richardstroud) | Pay Day | May 30, 2025 | $0.58 |
GRG.L (Richardstroud) | Pay Day | May 30, 2025 | $0.64 |
ENB (Monabel) | Pay Day | Jun 1, 2025 | $0.68 |
TGT (Richardstroud) | Pay Day | Jun 1, 2025 | $1.12 |
EQT (JeppeKirkBonde) | Pay Day | Jun 2, 2025 | $0.16 |
 CI (Monabel) | Ex-Dividend | Jun 3, 2025 | $1.51 |
HAS (JeppeKirkBonde) | Pay Day | Jun 4, 2025 | $0.70 |
 QCOM (Monabel) | Ex-Dividend | Jun 5, 2025 | $0.89 |
QCOM (Richardstroud) | Ex-Dividend | Jun 5, 2025 | $0.89 |
 LGEN.L (Richardstroud) | Pay Day | Jun 5, 2025 | $0.20 |
PHIA.NV | Pay Day | Jun 6, 2025 | -$0.92 |
PHIA.NV (OlenaL) | Pay Day | Jun 6, 2025 | -$0.92 |
 GOOGL (JeppeKirkBonde) | Ex-Dividend | Jun 9, 2025 | $0.21 |
 GOOG (rubymza) | Ex-Dividend | Jun 9, 2025 | $0.21 |
GOOG (liborvasa) | Ex-Dividend | Jun 9, 2025 | $0.21 |
GOOG (eddyb123) | Ex-Dividend | Jun 9, 2025 | $0.21 |
GOOG (Monabel) | Ex-Dividend | Jun 9, 2025 | $0.21 |
GOOG (OlenaL) | Ex-Dividend | Jun 9, 2025 | $0.21 |
GOOGL (Richardstroud) | Ex-Dividend | Jun 9, 2025 | $0.21 |
MSFT (JeppeKirkBonde) | Pay Day | Jun 12, 2025 | $0.83 |
 TSM (JeppeKirkBonde) | Ex-Dividend | Jun 12, 2025 | $0.68 |
MSFT (rubymza) | Pay Day | Jun 12, 2025 | $0.83 |
TSM (rubymza) | Ex-Dividend | Jun 12, 2025 | $0.68 |
MSFT (eddyb123) | Pay Day | Jun 12, 2025 | $0.83 |
MSFT (Monabel) | Pay Day | Jun 12, 2025 | $0.83 |
MSFT (OlenaL) | Pay Day | Jun 12, 2025 | $0.83 |
MSFT (Richardstroud) | Pay Day | Jun 12, 2025 | $0.83 |
ULVR.L (Monabel) | Pay Day | Jun 13, 2025 | $0.52 |
GOOGL (JeppeKirkBonde) | Pay Day | Jun 16, 2025 | $0.21 |
GOOG (rubymza) | Pay Day | Jun 16, 2025 | $0.21 |
GOOG (liborvasa) | Pay Day | Jun 16, 2025 | $0.21 |
GOOG (eddyb123) | Pay Day | Jun 16, 2025 | $0.21 |
GOOG (Monabel) | Pay Day | Jun 16, 2025 | $0.21 |
GOOG (OlenaL) | Pay Day | Jun 16, 2025 | $0.21 |
GOOGL (Richardstroud) | Pay Day | Jun 16, 2025 | $0.21 |
 EWJ (Monabel) | Pay Day | Jun 17, 2025 | $0.00 |
 EWW (Monabel) | Pay Day | Jun 17, 2025 | $0.00 |
 IEMG (Monabel) | Pay Day | Jun 17, 2025 | $0.00 |
 ACWI (Monabel) | Pay Day | Jun 17, 2025 | $0.00 |
 ICLN (Monabel) | Pay Day | Jun 17, 2025 | $0.00 |
 IJH (Richardstroud) | Pay Day | Jun 17, 2025 | $0.00 |
CI (Monabel) | Pay Day | Jun 18, 2025 | $1.51 |
 TTE.PA (Monabel) | Ex-Dividend | Jun 19, 2025 | $0.88 |
PSH.L (Monabel) | Pay Day | Jun 20, 2025 | $0.16 |
 IRE.MI (Monabel) | Ex-Dividend | Jun 23, 2025 | $0.14 |
 DIS (Richardstroud) | Ex-Dividend | Jun 24, 2025 | $0.50 |
IRE.MI (Monabel) | Pay Day | Jun 25, 2025 | $0.14 |
QCOM (Monabel) | Pay Day | Jun 26, 2025 | $0.89 |
QCOM (Richardstroud) | Pay Day | Jun 26, 2025 | $0.89 |
GS (JeppeKirkBonde) | Pay Day | Jun 27, 2025 | $3.00 |
GS (rubymza) | Pay Day | Jun 27, 2025 | $3.00 |
 HUM (rubymza) | Ex-Dividend | Jun 27, 2025 | $0.88 |
TSCO.L (Richardstroud) | Pay Day | Jun 27, 2025 | $0.12 |
TTE.PA (Monabel) | Pay Day | Jul 1, 2025 | $0.88 |
BNZL.L (Monabel) | Pay Day | Jul 2, 2025 | $0.68 |
 NXT.L (Richardstroud) | Ex-Dividend | Jul 3, 2025 | $2.04 |
TSM (JeppeKirkBonde) | Pay Day | Jul 10, 2025 | $0.68 |
TSM (rubymza) | Pay Day | Jul 10, 2025 | $0.68 |
 ENEL.MI (Monabel) | Ex-Dividend | Jul 21, 2025 | $0.28 |
ENEL.MI (Monabel) | Pay Day | Jul 23, 2025 | $0.28 |
DIS (Richardstroud) | Pay Day | Jul 23, 2025 | $0.50 |
HUM (rubymza) | Pay Day | Jul 25, 2025 | $0.88 |
NXT.L (Richardstroud) | Pay Day | Aug 1, 2025 | $2.04 |
 INDA (JeppeKirkBonde) | Pay Day | Dec 20, 2025 | $0.00 |
INDA (eddyb123) | Pay Day | Dec 20, 2025 | $0.00 |
 EWY (Monabel) | Pay Day | Dec 20, 2025 | $1.30 |
 GDXJ (Monabel) | Pay Day | Dec 24, 2025 | $0.00 |
 UUP (Monabel) | Pay Day | Dec 27, 2025 | $1.32 |
Performance Metrics
Score 3.3/10
Beta
0.81
0.81
0
0.8
1.2
0
2
Sharpe Ratio
0.31
0.31
0
0.5
1
1.5
1.5
Sortino Ratio
0.55
0.55
0
1
2
3
3
Jensen's Alpha
-4.38
-4.38
-5
0
2
4.5
4.5
Omega Ratio
0.51
0.51
0
1
1.5
2.5
2.5
Treynor Ratio
0.49
0.49
0
0.75
1.25
2
2
Information Ratio
-0.83
-0.83
-1
0.3
0.6
1
1
Calmar Ratio
0.24
0.24
0
0.3
0.6
1
1
Beta
0.81
0.81
0
0.8
1.2
0
2
Sharpe Ratio
0.31
0.31
0
0.5
1
1.5
1.5
Sortino Ratio
0.55
0.55
0
1
2
3
3
Jensen's Alpha
-4.38
-4.38
-5
0
2
4.5
4.5
Omega Ratio
0.51
0.51
0
1
1.5
2.5
2.5
Treynor Ratio
0.49
0.49
0
0.75
1.25
2
2
Information Ratio
-0.83
-0.83
-1
0.3
0.6
1
1
Calmar Ratio
0.24
0.24
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
26.78
High:
03690.HK
22.6403690.HKLow:
PHIA.NV
-29.22PHIA.NVDetails
PEG Ratio
11.47
High:03690.HK
11.4703690.HKLow:03690.HK
11.4703690.HKDetails
Price/Book
3.73
High:03690.HK
4.3503690.HKLow:
GGB
0.58GGBDetails
Price/Sales
2
High:03690.HK
2.203690.HKLow:GGB
0.44GGBDetails
Price/CF
16.91
High:03690.HK
17.4303690.HKLow:GGB
3.96GGBDetails
Price/FCF
131.13
High:03690.HK
387.8103690.HKLow:GGB
16.3GGBDetails
P/E Ratio
26.78
High:03690.HK
22.6403690.HKLow:PHIA.NV
-29.22PHIA.NVDetails
PEG Ratio
11.47
High:03690.HK
11.4703690.HKLow:03690.HK
11.4703690.HKDetails
Price/Book
3.73
High:03690.HK
4.3503690.HKLow:GGB
0.58GGBDetails
Price/Sales
2
High:03690.HK
2.203690.HKLow:GGB
0.44GGBDetails
Price/CF
16.91
High:03690.HK
17.4303690.HKLow:GGB
3.96GGBDetails
Price/FCF
131.13
High:03690.HK
387.8103690.HKLow:GGB
16.3GGBDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-26.97% | Nov 2021 | Jun 2024 | 31 |
-7.9% | Feb 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 |