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+2.92%
This Month
+6.68%
Year To Date
-7.05%
2 Years
-15.01%
5 Years
-15.01%
10 Years
-3.49%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash42.65%
- 📈 Indexes20.88%
- 📊 ETFs13.3%
- 👥 Copy Trading12.7%
- 💻 Electronic Technology10.91%
- 💹 Forex4.99%
- 🖥️ Technology Services1.1%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq26.8%
- 🌍 CFD20.89%
- 🇺🇸 NYSE7.75%
- 🌍 FX4.99%
- 🇨🇭 SIX0.69%
- 🇬🇧 LSE0.47%
- 🇫🇷 Euronext Paris0.31%
- 🇳🇱 Euronext Amsterdam0.29%
- 🇩🇪 FRA0.25%
- 🇩🇰 Copenhagen Stock Exchange0.22%
- 🇸🇪 Stockholm Stock Exchange0.22%
- 🇦🇪 Dubai Financial Market0.17%
- 🇪🇸 Bolsa De Madrid0.16%
- 🇮🇹 Borsa Italiana0.14%
- 🇺🇸 Chicago Board Options Exchange0.14%
- 🇳🇴 Oslo Stock Exchange0.13%
- 🇭🇰 Hong Kong Exchanges0.08%
- 🇫🇮 Helsinki Stock Exchange0.07%
- Regular Trading Hours - RTH0.05%
- 🇦🇺 Sydney0.02%
- 🌍 Digital Currency0.02%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States15.63%
- 🇨🇳 China3.65%
- 🇹🇼 Taiwan0.96%
- 🇨🇭 Switzerland0.69%
- 🇳🇱 Netherlands0.46%
- 🇨🇦 Canada0.4%
- 🇫🇷 France0.31%
- 🇩🇪 Germany0.25%
- 🇩🇰 Denmark0.22%
- 🇸🇪 Sweden0.22%
- 🇮🇪 Ireland0.17%
- 🇪🇸 Spain0.16%
- 🇬🇧 United Kingdom0.14%
- 🇮🇹 Italy0.14%
- 🇳🇴 Norway0.13%
- 🇰🇷 South Korea0.12%
- 🇱🇺 Luxembourg0.12%
- 🇫🇮 Finland0.07%
- 🇮🇱 Israel0.07%
- 🇧🇷 Brazil0.05%
- 🇺🇾 Uruguay0.02%
- 🇦🇺 Australia0.02%
- 🇯🇵 Japan0%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
0.33%
5 out of 11 instruments pay dividend.
19 dividend payments in the next 30 days.
Highest Dividend: $JKS (5.96%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 JKS | 0.21% | 5.96% | $1.48 |
 JeppeKirkBonde | 0.1% | 0.96% | - |
 jaynemesis | 0.02% | 0.84% | - |
 SharonConnolly | 0% | 0.3% | - |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 MC.PA (SharonConnolly) | Ex-Dividend | Apr 28, 2026 | $8.60 |
MC.PA (JeppeKirkBonde) | Ex-Dividend | Apr 28, 2026 | $8.60 |
 CDI.PA (JeppeKirkBonde) | Ex-Dividend | Apr 28, 2026 | $9.76 |
 BOL.ST (JeppeKirkBonde) | Ex-Dividend | Apr 29, 2026 | $1.18 |
BOL.ST (jaynemesis) | Ex-Dividend | Apr 29, 2026 | $1.18 |
MC.PA (SharonConnolly) | Pay Day | Apr 30, 2026 | $8.60 |
 JPM (JeppeKirkBonde) | Pay Day | Apr 30, 2026 | $1.50 |
MC.PA (JeppeKirkBonde) | Pay Day | Apr 30, 2026 | $8.60 |
CDI.PA (JeppeKirkBonde) | Pay Day | Apr 30, 2026 | $9.76 |
 COST (SharonConnolly) | Ex-Dividend | May 1, 2026 | $1.47 |
 FCX (JeppeKirkBonde) | Pay Day | May 1, 2026 | $0.15 |
COST (jaynemesis) | Ex-Dividend | May 1, 2026 | $1.47 |
FCX (jaynemesis) | Pay Day | May 1, 2026 | $0.15 |
 CARR (jaynemesis) | Ex-Dividend | May 4, 2026 | $0.24 |
 ASML.NV (JeppeKirkBonde) | Pay Day | May 5, 2026 | $3.15 |
ASML.NV (jaynemesis) | Pay Day | May 5, 2026 | $3.15 |
BOL.ST (JeppeKirkBonde) | Pay Day | May 6, 2026 | $1.18 |
 EQT (JeppeKirkBonde) | Ex-Dividend | May 6, 2026 | $0.17 |
BOL.ST (jaynemesis) | Pay Day | May 6, 2026 | $1.18 |
 ORK.OL (JeppeKirkBonde) | Pay Day | May 7, 2026 | $0.21 |
 AXP (SharonConnolly) | Pay Day | May 8, 2026 | $0.95 |
 MA (SharonConnolly) | Pay Day | May 8, 2026 | $0.87 |
 NHY.OL (JeppeKirkBonde) | Ex-Dividend | May 8, 2026 | $3.00 |
 VIE.PA (jaynemesis) | Ex-Dividend | May 11, 2026 | $1.77 |
VIE.PA (jaynemesis) | Pay Day | May 13, 2026 | $1.77 |
COST (SharonConnolly) | Pay Day | May 15, 2026 | $1.47 |
COST (jaynemesis) | Pay Day | May 15, 2026 | $1.47 |
 HO.PA (JeppeKirkBonde) | Ex-Dividend | May 18, 2026 | $3.43 |
NHY.OL (JeppeKirkBonde) | Pay Day | May 19, 2026 | $3.00 |
HO.PA (JeppeKirkBonde) | Pay Day | May 20, 2026 | $3.43 |
 MSFT (SharonConnolly) | Ex-Dividend | May 21, 2026 | $0.91 |
MSFT (JeppeKirkBonde) | Ex-Dividend | May 21, 2026 | $0.91 |
MSFT (jaynemesis) | Ex-Dividend | May 21, 2026 | $0.91 |
CARR (jaynemesis) | Pay Day | May 22, 2026 | $0.24 |
 NEX.PA (jaynemesis) | Ex-Dividend | May 25, 2026 | $3.42 |
 GAW.L (JeppeKirkBonde) | Pay Day | May 27, 2026 | $1.48 |
GAW.L (jaynemesis) | Pay Day | May 27, 2026 | $1.48 |
NEX.PA (jaynemesis) | Pay Day | May 27, 2026 | $3.42 |
 IBE.MC (JeppeKirkBonde) | Ex-Dividend | May 28, 2026 | $0.01 |
IBE.MC (jaynemesis) | Ex-Dividend | May 28, 2026 | $0.01 |
IBE.MC (JeppeKirkBonde) | Pay Day | Jun 1, 2026 | $0.01 |
 GS (JeppeKirkBonde) | Ex-Dividend | Jun 1, 2026 | $4.50 |
EQT (JeppeKirkBonde) | Pay Day | Jun 1, 2026 | $0.17 |
IBE.MC (jaynemesis) | Pay Day | Jun 1, 2026 | $0.01 |
 TT (jaynemesis) | Ex-Dividend | Jun 5, 2026 | $1.05 |
MSFT (SharonConnolly) | Pay Day | Jun 11, 2026 | $0.91 |
 TSM (SharonConnolly) | Ex-Dividend | Jun 11, 2026 | $0.95 |
MSFT (JeppeKirkBonde) | Pay Day | Jun 11, 2026 | $0.91 |
TSM (JeppeKirkBonde) | Ex-Dividend | Jun 11, 2026 | $0.95 |
MSFT (jaynemesis) | Pay Day | Jun 11, 2026 | $0.91 |
TSM (jaynemesis) | Ex-Dividend | Jun 11, 2026 | $0.95 |
GS (JeppeKirkBonde) | Pay Day | Jun 29, 2026 | $4.50 |
TT (jaynemesis) | Pay Day | Jun 30, 2026 | $1.05 |
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 |
Performance Metrics
Score 2.4/10
Beta
0.92
0.92
0
0.8
1.2
0
2
Sharpe Ratio
-0.28
-0.28
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.37
-0.37
-1
1
2
3
3
Jensen's Alpha
-11.46
-11.46
-12
0
2
4.5
4.5
Omega Ratio
0.5
0.5
0
1
1.5
2.5
2.5
Treynor Ratio
-0.49
-0.49
-1
0.75
1.25
2
2
Information Ratio
-0.93
-0.93
-1
0.3
0.6
1
1
Calmar Ratio
-0.09
-0.09
-1
0.3
0.6
1
1
Beta
0.92
0.92
0
0.8
1.2
0
2
Sharpe Ratio
-0.28
-0.28
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.37
-0.37
-1
1
2
3
3
Jensen's Alpha
-11.46
-11.46
-12
0
2
4.5
4.5
Omega Ratio
0.5
0.5
0
1
1.5
2.5
2.5
Treynor Ratio
-0.49
-0.49
-1
0.75
1.25
2
2
Information Ratio
-0.93
-0.93
-1
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
41.36
High:
SNPS
69.48SNPSLow:
VUZI
-6.28VUZIDetails
PEG Ratio
55.42
High:NVDA
62.34NVDALow:VUZI
-10.15VUZIDetails
Price/Book
30.1
High:NVDA
31.22NVDALow:JKS
0.45JKSDetails
Price/Sales
22.28
High:VUZI
33.7VUZILow:JKS
0.12JKSDetails
Price/CF
44.61
High:NVDA
44.64NVDALow:SNPS
36.32SNPSDetails
Price/FCF
55.37
High:NVDA
55.44NVDALow:SNPS
38.93SNPSDetails
P/E Ratio
41.36
High:SNPS
69.48SNPSLow:VUZI
-6.28VUZIDetails
PEG Ratio
55.42
High:NVDA
62.34NVDALow:VUZI
-10.15VUZIDetails
Price/Book
30.1
High:NVDA
31.22NVDALow:JKS
0.45JKSDetails
Price/Sales
22.28
High:VUZI
33.7VUZILow:JKS
0.12JKSDetails
Price/CF
44.61
High:NVDA
44.64NVDALow:SNPS
36.32SNPSDetails
Price/FCF
55.37
High:NVDA
55.44NVDALow:SNPS
38.93SNPSDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-44.12% | Nov 2021 | - | 54 |
-6.06% | Jul 2021 | Oct 2021 | 3 |