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-4.47%
This Month
+10.58%
Year To Date
-2.87%
2 Years
-16.99%
5 Years
-11.9%
10 Years
-2.63%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash46.5%
- 📊 ETFs15.89%
- 👥 Copy Trading12.88%
- 💻 Electronic Technology10.63%
- 📈 Indexes8.09%
- 💹 Forex5.32%
- 🌾 Commodities5.05%
- 🖥️ Technology Services3.07%
- 📡 Communications1.74%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq31.61%
- 🇺🇸 NYSE9.18%
- 🌍 CFD8.09%
- 🌍 FX5.32%
- 🌍 Commodity5.05%
- 🇨🇭 SIX0.68%
- 🇬🇧 LSE0.57%
- 🇳🇱 Euronext Amsterdam0.37%
- 🇫🇷 Euronext Paris0.3%
- 🇩🇰 Copenhagen Stock Exchange0.22%
- 🇩🇪 FRA0.21%
- 🇸🇪 Stockholm Stock Exchange0.17%
- 🇦🇪 Dubai Financial Market0.15%
- 🇮🇹 Borsa Italiana0.15%
- 🇺🇸 Chicago Board Options Exchange0.12%
- 🇳🇴 Oslo Stock Exchange0.11%
- Tokyo Stock Exchange0.06%
- 🇫🇮 Helsinki Stock Exchange0.06%
- Regular Trading Hours - RTH0.05%
- 🇪🇸 Bolsa De Madrid0.04%
- 🇭🇰 Hong Kong Exchanges0.04%
- 🌍 Digital Currency0.01%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States19.72%
- 🇨🇳 China3.24%
- 🇹🇼 Taiwan0.95%
- 🇨🇭 Switzerland0.68%
- 🇳🇱 Netherlands0.57%
- 🇨🇦 Canada0.37%
- 🇫🇷 France0.3%
- 🇬🇧 United Kingdom0.25%
- 🇩🇰 Denmark0.22%
- 🇸🇪 Sweden0.21%
- 🇩🇪 Germany0.21%
- 🇰🇷 South Korea0.2%
- 🇮🇹 Italy0.15%
- 🇳🇴 Norway0.11%
- 🇮🇪 Ireland0.1%
- 🇫🇮 Finland0.06%
- 🇱🇺 Luxembourg0.06%
- 🇮🇱 Israel0.05%
- 🇧🇷 Brazil0.04%
- 🇪🇸 Spain0.04%
- 🇯🇵 Japan0%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
0.3%
5 out of 13 instruments pay dividend.
26 dividend payments in the next 30 days.
Highest Dividend: $JKS (5.81%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 JKS | 0.19% | 5.81% | $1.48 |
 JeppeKirkBonde | 0.09% | 0.87% | - |
 jaynemesis | 0.01% | 0.64% | - |
 NVDA | 0.01% | 0.13% | $0.02 |
 SharonConnolly | 0% | 0.31% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 GOOG (SharonConnolly) | Pay Day | Jun 15, 2026 | $0.22 |
 META (SharonConnolly) | Ex-Dividend | Jun 15, 2026 | $0.53 |
META (JeppeKirkBonde) | Ex-Dividend | Jun 15, 2026 | $0.53 |
 LDOS (JeppeKirkBonde) | Ex-Dividend | Jun 15, 2026 | $0.43 |
 B (JeppeKirkBonde) | Pay Day | Jun 15, 2026 | $0.17 |
 GOOGL (JeppeKirkBonde) | Pay Day | Jun 15, 2026 | $0.22 |
GOOG (jaynemesis) | Pay Day | Jun 15, 2026 | $0.22 |
 NEE (jaynemesis) | Pay Day | Jun 15, 2026 | $0.62 |
 VRSK (jaynemesis) | Ex-Dividend | Jun 15, 2026 | $0.50 |
 NOC (JeppeKirkBonde) | Pay Day | Jun 17, 2026 | $2.47 |
 WDC (jaynemesis) | Pay Day | Jun 17, 2026 | $0.15 |
 D (JeppeKirkBonde) | Pay Day | Jun 20, 2026 | $0.67 |
 VST (JeppeKirkBonde) | Ex-Dividend | Jun 22, 2026 | $0.23 |
META (SharonConnolly) | Pay Day | Jun 25, 2026 | $0.53 |
META (JeppeKirkBonde) | Pay Day | Jun 25, 2026 | $0.53 |
 XYL (jaynemesis) | Pay Day | Jun 25, 2026 | $0.43 |
NVDA | Pay Day | Jun 26, 2026 | $0.25 |
NVDA (SharonConnolly) | Pay Day | Jun 26, 2026 | $0.25 |
 RL (JeppeKirkBonde) | Ex-Dividend | Jun 26, 2026 | $1.00 |
 LMT (JeppeKirkBonde) | Pay Day | Jun 26, 2026 | $3.45 |
NVDA (JeppeKirkBonde) | Pay Day | Jun 26, 2026 | $0.25 |
 RRC (JeppeKirkBonde) | Pay Day | Jun 26, 2026 | $0.10 |
NVDA (jaynemesis) | Pay Day | Jun 26, 2026 | $0.25 |
 GS (JeppeKirkBonde) | Pay Day | Jun 29, 2026 | $4.50 |
 HST (JeppeKirkBonde) | Ex-Dividend | Jun 30, 2026 | $0.20 |
LDOS (JeppeKirkBonde) | Pay Day | Jun 30, 2026 | $0.43 |
VST (JeppeKirkBonde) | Pay Day | Jun 30, 2026 | $0.23 |
 TT (jaynemesis) | Pay Day | Jun 30, 2026 | $1.05 |
VRSK (jaynemesis) | Pay Day | Jun 30, 2026 | $0.50 |
 NTR (jaynemesis) | Ex-Dividend | Jun 30, 2026 | $0.55 |
 JPM (JeppeKirkBonde) | Ex-Dividend | Jul 6, 2026 | $1.50 |
 TSM (SharonConnolly) | Pay Day | Jul 9, 2026 | $0.95 |
TSM (JeppeKirkBonde) | Pay Day | Jul 9, 2026 | $0.95 |
TSM (jaynemesis) | Pay Day | Jul 9, 2026 | $0.95 |
RL (JeppeKirkBonde) | Pay Day | Jul 10, 2026 | $1.00 |
HST (JeppeKirkBonde) | Pay Day | Jul 15, 2026 | $0.20 |
NTR (jaynemesis) | Pay Day | Jul 17, 2026 | $0.55 |
JPM (JeppeKirkBonde) | Pay Day | Jul 31, 2026 | $1.50 |
 01211.HK (jaynemesis) | Pay Day | Jul 31, 2026 | $0.05 |
Performance Metrics
Score 2.4/10
Beta
0.88
0.88
0
0.8
1.2
0
2
Sharpe Ratio
-0.24
-0.24
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.32
-0.32
-1
1
2
3
3
Jensen's Alpha
-12.05
-12.05
-13
0
2
4.5
4.5
Omega Ratio
0.47
0.47
0
1
1.5
2.5
2.5
Treynor Ratio
-0.44
-0.44
-1
0.75
1.25
2
2
Information Ratio
-1
-1
-2
0.3
0.6
1
1
Calmar Ratio
-0.07
-0.07
-1
0.3
0.6
1
1
Beta
0.88
0.88
0
0.8
1.2
0
2
Sharpe Ratio
-0.24
-0.24
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.32
-0.32
-1
1
2
3
3
Jensen's Alpha
-12.05
-12.05
-13
0
2
4.5
4.5
Omega Ratio
0.47
0.47
0
1
1.5
2.5
2.5
Treynor Ratio
-0.44
-0.44
-1
0.75
1.25
2
2
Information Ratio
-1
-1
-2
0.3
0.6
1
1
Calmar Ratio
-0.07
-0.07
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
33.83
High:
SNPS
114.4SNPSLow:
ASTS
-60.33ASTSDetails
PEG Ratio
25.02
High:
NOW
522.47NOWLow:ASTS
-539.12ASTSDetails
Price/Book
26.03
High:NVDA
27.09NVDALow:JKS
0.48JKSDetails
Price/Sales
20.48
High:ASTS
367.2ASTSLow:JKS
0.13JKSDetails
Price/CF
40.12
High:NVDA
40.43NVDALow:NOW
20NOWDetails
Price/FCF
47.92
High:NVDA
48.33NVDALow:NOW
23.47NOWDetails
P/E Ratio
33.83
High:SNPS
114.4SNPSLow:ASTS
-60.33ASTSDetails
PEG Ratio
25.02
High:NOW
522.47NOWLow:ASTS
-539.12ASTSDetails
Price/Book
26.03
High:NVDA
27.09NVDALow:JKS
0.48JKSDetails
Price/Sales
20.48
High:ASTS
367.2ASTSLow:JKS
0.13JKSDetails
Price/CF
40.12
High:NVDA
40.43NVDALow:NOW
20NOWDetails
Price/FCF
47.92
High:NVDA
48.33NVDALow:NOW
23.47NOWDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-44.12% | Nov 2021 | - | 56 |
-6.06% | Jul 2021 | Oct 2021 | 3 |