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+4.7%
This Month
+26.43%
Year To Date
+221.27%
2 Years
-88.64%
5 Years
-96.21%
10 Years
-38.07%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading81.35%
- 💵 Cash10.78%
- 💇♀️ Consumer Services3.25%
- 🪨 Non Energy Minerals1.64%
- 🛠️ Producer Manufacturing0.63%
- 📊 ETFs0.44%
- ⚡ Utilities0.35%
- 🛍️ Retail Trade0.33%
- 🖥️ Technology Services0.3%
- 💻 Electronic Technology0.23%
- ❓ Other0.18%
- 🏭 Industrial Services0.13%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE31.51%
- 🇺🇸 Nasdaq30.75%
- 🇬🇧 LSE7.84%
- 🇭🇰 Hong Kong Exchanges5.99%
- 🇩🇪 FRA3.51%
- 🇳🇱 Euronext Amsterdam1.99%
- 🇨🇭 SIX1.96%
- 🇩🇰 Copenhagen Stock Exchange1.4%
- 🇫🇷 Euronext Paris0.84%
- 🇸🇪 Stockholm Stock Exchange0.74%
- 🇳🇴 Oslo Stock Exchange0.53%
- 🇦🇪 Dubai Financial Market0.53%
- 🇺🇸 Chicago Board Options Exchange0.45%
- Regular Trading Hours - RTH0.42%
- 🇫🇮 Helsinki Stock Exchange0.2%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States50.32%
- 🇨🇳 China8.24%
- 🇹🇼 Taiwan3.77%
- 🇬🇧 United Kingdom3.57%
- 🇰🇷 South Korea3.36%
- 🇩🇪 Germany3.18%
- 🇨🇦 Canada2.77%
- 🇳🇱 Netherlands2.7%
- 🇨🇭 Switzerland1.96%
- 🇩🇰 Denmark1.4%
- 🇧🇷 Brazil1.27%
- 🇫🇷 France0.84%
- 🇸🇪 Sweden0.74%
- 🇳🇴 Norway0.53%
- 🇰🇿 Kazakhstan0.46%
- 🇦🇹 Austria0.33%
- 🇫🇮 Finland0.2%
- 🇱🇺 Luxembourg0.2%
- 🇧🇲 Bermuda0.13%
- 🇮🇱 Israel0.09%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
0.94%
10 out of 27 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: $06862.HK (6.37%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 JeppeKirkBonde | 0.33% | 0.9% | - |
 Smudliczek | 0.3% | 0.96% | - |
 06862.HK | 0.21% | 6.37% | $0.82 |
 thomaspj | 0.09% | 0.67% | - |
 CMCO | 0.01% | 2.37% | $0.28 |
 AGI | 0.01% | 0.44% | $0.1 |
 02382.HK | 0% | 2.07% | $0.22 |
 QCOM | 0% | 2.12% | $3.25 |
 PAAS | 0% | 1.38% | $0.4 |
 CCJ | 0% | 0.19% | $0.09 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 JPM (thomaspj) | Pay Day | Jul 31, 2026 | $1.50 |
 01211.HK (Smudliczek) | Pay Day | Jul 31, 2026 | $0.05 |
JPM (JeppeKirkBonde) | Pay Day | Jul 31, 2026 | $1.50 |
 DE (Smudliczek) | Pay Day | Aug 10, 2026 | $1.62 |
Performance Metrics
Score 2.7/10
Beta
0.14
0.14
0
0.8
1.2
0
2
Sharpe Ratio
-0.8
-0.8
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.92
-0.92
-1
1
2
3
3
Jensen's Alpha
-33.24
-33.24
-34
0
2
4.5
4.5
Omega Ratio
0.41
0.41
0
1
1.5
2.5
2.5
Treynor Ratio
-23.17
-23.17
-24
0.75
1.25
2
2
Information Ratio
-1.02
-1.02
-2
0.3
0.6
1
1
Calmar Ratio
-0.39
-0.39
-1
0.3
0.6
1
1
Beta
0.14
0.14
0
0.8
1.2
0
2
Sharpe Ratio
-0.8
-0.8
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.92
-0.92
-1
1
2
3
3
Jensen's Alpha
-33.24
-33.24
-34
0
2
4.5
4.5
Omega Ratio
0.41
0.41
0
1
1.5
2.5
2.5
Treynor Ratio
-23.17
-23.17
-24
0.75
1.25
2
2
Information Ratio
-1.02
-1.02
-2
0.3
0.6
1
1
Calmar Ratio
-0.39
-0.39
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
19.17
High:CCJ
88.98CCJLow:
ORSTED.CO
-94.14ORSTED.CODetails
PEG Ratio
-23.97
High:
SFM
91.25SFMLow:
BKSY
-542.17BKSYDetails
Price/Book
3.49
High:BKSY
11.38BKSYLow:CMCO
0.58CMCODetails
Price/Sales
2.28
High:CCJ
16.35CCJLow:
NXE
-NXEDetails
Price/CF
11.82
High:
UCTT
761.95UCTTLow:
NBR
1.7NBRDetails
Price/FCF
30.35
High:CCJ
86.05CCJLow:QCOM
15.69QCOMDetails
P/E Ratio
19.17
High:CCJ
88.98CCJLow:ORSTED.CO
-94.14ORSTED.CODetails
PEG Ratio
-23.97
High:SFM
91.25SFMLow:BKSY
-542.17BKSYDetails
Price/Book
3.49
High:BKSY
11.38BKSYLow:CMCO
0.58CMCODetails
Price/Sales
2.28
High:CCJ
16.35CCJLow:NXE
-NXEDetails
Price/CF
11.82
High:UCTT
761.95UCTTLow:NBR
1.7NBRDetails
Price/FCF
30.35
High:CCJ
86.05CCJLow:QCOM
15.69QCOMDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-98.93% | Oct 2019 | - | 82 |