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-0.05%
This Month
+0.29%
Year To Date
+25.62%
2 Years
+108.56%
5 Years
+108.56%
10 Years
+22.2%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading69.41%
- 💵 Cash30.2%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE16.31%
- 🇬🇧 LSE13.84%
- 🇺🇸 Nasdaq5.99%
- 🇳🇱 Euronext Amsterdam4.08%
- 🇳🇴 Oslo Stock Exchange2.77%
- 🇫🇷 Euronext Paris2.69%
- 🇩🇪 FRA0.54%
- 🇧🇪 Euronext Brussels0.47%
- 🇩🇰 Copenhagen Stock Exchange0.47%
- 🇮🇹 Borsa Italiana0.29%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States14.78%
- 🇬🇧 United Kingdom8.96%
- 🇳🇱 Netherlands3.71%
- 🇳🇴 Norway2.77%
- 🇫🇷 France2.69%
- 🇨🇭 Switzerland0.72%
- 🇩🇪 Germany0.54%
- 🇩🇰 Denmark0.51%
- 🇮🇹 Italy0.29%
- 🇮🇱 Israel0.23%
- 🇱🇺 Luxembourg0.12%
- 🇮🇪 Ireland0.06%
Dividends
Dividend Yield
0.79%
3 out of 3 instruments pay dividend.
17 dividend payments in the next 30 days.
Highest Dividend: thomaspj (1.92%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 thomaspj | 0.5% | 1.92% | - |
 Aukie2008 | 0.23% | 0.98% | - |
 Jenelleb123 | 0.06% | 0.28% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 LIGHT.NV (Aukie2008) | Pay Day | May 11, 2026 | $1.87 |
 V (Jenelleb123) | Ex-Dividend | May 12, 2026 | $0.67 |
 ASM.NV (Aukie2008) | Ex-Dividend | May 13, 2026 | $3.80 |
 EQNR.OL (thomaspj) | Ex-Dividend | May 13, 2026 | $0.39 |
 BP.L (thomaspj) | Ex-Dividend | May 14, 2026 | $0.08 |
BP.L (Jenelleb123) | Ex-Dividend | May 14, 2026 | $0.08 |
 AES (Aukie2008) | Pay Day | May 15, 2026 | $0.18 |
 ALLY (Aukie2008) | Pay Day | May 15, 2026 | $0.30 |
 TWEKA.NV (Aukie2008) | Ex-Dividend | May 15, 2026 | $1.57 |
 CEG (Aukie2008) | Ex-Dividend | May 15, 2026 | $0.43 |
 COST (Jenelleb123) | Pay Day | May 15, 2026 | $1.47 |
 LLY (Jenelleb123) | Ex-Dividend | May 15, 2026 | $1.73 |
CEG (Jenelleb123) | Ex-Dividend | May 15, 2026 | $0.43 |
 MSFT (Aukie2008) | Ex-Dividend | May 21, 2026 | $0.91 |
ASM.NV (Aukie2008) | Pay Day | May 21, 2026 | $3.80 |
MSFT (Jenelleb123) | Ex-Dividend | May 21, 2026 | $0.91 |
 C (Aukie2008) | Pay Day | May 22, 2026 | $0.60 |
C (thomaspj) | Pay Day | May 22, 2026 | $0.60 |
C (Jenelleb123) | Pay Day | May 22, 2026 | $0.60 |
 WMT (Jenelleb123) | Pay Day | May 26, 2026 | $0.25 |
EQNR.OL (thomaspj) | Pay Day | May 27, 2026 | $0.39 |
 GS (thomaspj) | Ex-Dividend | Jun 1, 2026 | $4.50 |
V (Jenelleb123) | Pay Day | Jun 1, 2026 | $0.67 |
GS (Jenelleb123) | Ex-Dividend | Jun 1, 2026 | $4.50 |
TWEKA.NV (Aukie2008) | Pay Day | Jun 2, 2026 | $1.57 |
 RR.L (thomaspj) | Pay Day | Jun 3, 2026 | $0.07 |
RR.L (Jenelleb123) | Pay Day | Jun 3, 2026 | $0.07 |
 PYPL (Aukie2008) | Ex-Dividend | Jun 4, 2026 | $0.14 |
 BA.L (Jenelleb123) | Pay Day | Jun 4, 2026 | $0.31 |
 BAC (Aukie2008) | Ex-Dividend | Jun 5, 2026 | $0.28 |
CEG (Aukie2008) | Pay Day | Jun 5, 2026 | $0.43 |
BAC (thomaspj) | Ex-Dividend | Jun 5, 2026 | $0.28 |
BAC (Jenelleb123) | Ex-Dividend | Jun 5, 2026 | $0.28 |
CEG (Jenelleb123) | Pay Day | Jun 5, 2026 | $0.43 |
 GOOG (Jenelleb123) | Ex-Dividend | Jun 8, 2026 | $0.22 |
LLY (Jenelleb123) | Pay Day | Jun 10, 2026 | $1.73 |
MSFT (Aukie2008) | Pay Day | Jun 11, 2026 | $0.91 |
MSFT (Jenelleb123) | Pay Day | Jun 11, 2026 | $0.91 |
 AGN.NV (Aukie2008) | Ex-Dividend | Jun 12, 2026 | $0.25 |
GOOG (Jenelleb123) | Pay Day | Jun 15, 2026 | $0.22 |
 REL.L (Aukie2008) | Pay Day | Jun 18, 2026 | $0.65 |
PYPL (Aukie2008) | Pay Day | Jun 25, 2026 | $0.14 |
BAC (Aukie2008) | Pay Day | Jun 26, 2026 | $0.28 |
BAC (thomaspj) | Pay Day | Jun 26, 2026 | $0.28 |
BP.L (thomaspj) | Pay Day | Jun 26, 2026 | $0.08 |
BAC (Jenelleb123) | Pay Day | Jun 26, 2026 | $0.28 |
BP.L (Jenelleb123) | Pay Day | Jun 26, 2026 | $0.08 |
GS (thomaspj) | Pay Day | Jun 29, 2026 | $4.50 |
GS (Jenelleb123) | Pay Day | Jun 29, 2026 | $4.50 |
 TTE.PA (thomaspj) | Ex-Dividend | Jun 30, 2026 | $1.01 |
TTE.PA (thomaspj) | Pay Day | Jul 2, 2026 | $1.01 |
AGN.NV (Aukie2008) | Pay Day | Jul 6, 2026 | $0.25 |
Performance Metrics
Score 6.2/10
Beta
-0.05
-0.05
-1
0.8
1.2
-1
2
Sharpe Ratio
0.43
0.43
0
0.5
1
1.5
1.5
Sortino Ratio
1.4
1.4
0
1
2
3
3
Jensen's Alpha
35.84
35.84
-2
0
2
36
36
Omega Ratio
1.65
1.65
0
1
1.5
2.5
2.5
Treynor Ratio
-53.24
-53.24
-54
0.75
1.25
2
2
Information Ratio
0.29
0.29
0
0.3
0.6
1
1
Calmar Ratio
0.47
0.47
0
0.3
0.6
1
1
Beta
-0.05
-0.05
-1
0.8
1.2
-1
2
Sharpe Ratio
0.43
0.43
0
0.5
1
1.5
1.5
Sortino Ratio
1.4
1.4
0
1
2
3
3
Jensen's Alpha
35.84
35.84
-2
0
2
36
36
Omega Ratio
1.65
1.65
0
1
1.5
2.5
2.5
Treynor Ratio
-53.24
-53.24
-54
0.75
1.25
2
2
Information Ratio
0.29
0.29
0
0.3
0.6
1
1
Calmar Ratio
0.47
0.47
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
N/A
Details
PEG Ratio
N/A
Details
Price/Book
N/A
Details
Price/Sales
N/A
Details
Price/CF
N/A
Details
Price/FCF
N/A
Details
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-44.66% | Dec 2022 | - | 42 |