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-0.84%
This Month
+11.44%
Year To Date
+61.1%
2 Years
+18.01%
5 Years
-49.8%
10 Years
-7.86%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading86.93%
- 🛍️ Retail Trade5.14%
- 💇♀️ Consumer Services4.08%
- 🖥️ Technology Services2.83%
- 💼 Commercial Services0.67%
- 🪙 Cryptocurrencies0.29%
- 🚗 Consumer Durables0.04%
- 🏥 Health Services0.01%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE43.39%
- 🇺🇸 Nasdaq20.82%
- 🇳🇴 Oslo Stock Exchange20.26%
- 🇫🇷 Euronext Paris5.8%
- 🇪🇸 Bolsa De Madrid3.34%
- 🌍 Digital Currency0.29%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States55.62%
- 🇬🇧 United Kingdom11.27%
- 🇳🇴 Norway8.99%
- 🇨🇳 China5.81%
- 🇫🇷 France5.8%
- 🇪🇸 Spain3.34%
- 🇮🇱 Israel2.73%
- 🇳🇱 Netherlands0.04%
Dividends
Dividend Yield
3.04%
3 out of 13 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: RobertMERC (3.45%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 RobertMERC | 3% | 3.45% | - |
 BABA | 0.04% | 0.84% | $0.98 |
 PYPL | 0% | 0.62% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 EMN (RobertMERC) | Pay Day | Apr 8, 2026 | $0.84 |
 OXY (RobertMERC) | Pay Day | Apr 15, 2026 | $0.26 |
 VIE.PA (RobertMERC) | Ex-Dividend | May 11, 2026 | $1.77 |
VIE.PA (RobertMERC) | Pay Day | May 13, 2026 | $1.77 |
 EQNR.OL (RobertMERC) | Ex-Dividend | May 13, 2026 | $0.39 |
 SUBC.OL (RobertMERC) | Ex-Dividend | May 20, 2026 | $1.36 |
 MOS (RobertMERC) | Ex-Dividend | May 21, 2026 | $0.22 |
EQNR.OL (RobertMERC) | Pay Day | May 27, 2026 | $0.39 |
SUBC.OL (RobertMERC) | Pay Day | May 28, 2026 | $1.36 |
MOS (RobertMERC) | Pay Day | Jun 2, 2026 | $0.22 |
 RED.MC (RobertMERC) | Ex-Dividend | Jun 29, 2026 | $0.70 |
RED.MC (RobertMERC) | Pay Day | Jul 1, 2026 | $0.70 |
Performance Metrics
Score 4.8/10
Beta
2.25
2.25
0
0.8
1.2
0
3
Sharpe Ratio
0.24
0.24
0
0.5
1
1.5
1.5
Sortino Ratio
0.66
0.66
0
1
2
3
3
Jensen's Alpha
2.78
2.78
-2
0
2
4.5
4.5
Omega Ratio
1.27
1.27
0
1
1.5
2.5
2.5
Treynor Ratio
0.99
0.99
0
0.75
1.25
2
2
Information Ratio
0.15
0.15
0
0.3
0.6
1
1
Calmar Ratio
-0.09
-0.09
-1
0.3
0.6
1
1
Beta
2.25
2.25
0
0.8
1.2
0
3
Sharpe Ratio
0.24
0.24
0
0.5
1
1.5
1.5
Sortino Ratio
0.66
0.66
0
1
2
3
3
Jensen's Alpha
2.78
2.78
-2
0
2
4.5
4.5
Omega Ratio
1.27
1.27
0
1
1.5
2.5
2.5
Treynor Ratio
0.99
0.99
0
0.75
1.25
2
2
Information Ratio
0.15
0.15
0
0.3
0.6
1
1
Calmar Ratio
-0.09
-0.09
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
25.16
High:
WBD
95.06WBDLow:
CRSR
-46.15CRSRDetails
PEG Ratio
36.76
High:WBD
89.39WBDLow:CRSR
-52.77CRSRDetails
Price/Book
1.83
High:PYPL
2.06PYPLLow:
DOYU
0.52DOYUDetails
Price/Sales
2.02
High:
BIDU
2.1BIDULow:DOYU
0.27DOYUDetails
Price/CF
24.28
High:
BBBY
52.46BBBYLow:
TDOC
4.29TDOCDetails
Price/FCF
106.78
High:BABA
1,196.17BABALow:TDOC
4.42TDOCDetails
P/E Ratio
25.16
High:WBD
95.06WBDLow:CRSR
-46.15CRSRDetails
PEG Ratio
36.76
High:WBD
89.39WBDLow:CRSR
-52.77CRSRDetails
Price/Book
1.83
High:PYPL
2.06PYPLLow:DOYU
0.52DOYUDetails
Price/Sales
2.02
High:BIDU
2.1BIDULow:DOYU
0.27DOYUDetails
Price/CF
24.28
High:BBBY
52.46BBBYLow:TDOC
4.29TDOCDetails
Price/FCF
106.78
High:BABA
1,196.17BABALow:TDOC
4.42TDOCDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-90.09% | Jan 2018 | - | 100 |