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+0.38%
This Month
+23.79%
Year To Date
+50.49%
2 Years
+34.65%
5 Years
-62.3%
10 Years
-11.48%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading70.71%
- 📊 ETFs24.95%
- 🪙 Cryptocurrencies2.29%
- 💵 Cash1.47%
- 💻 Electronic Technology0.46%
- ⚡ Utilities0.25%
- 🖥️ Technology Services0.12%
- 💰 Finance0.01%
- 🛍️ Retail Trade0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq28.71%
- 🇺🇸 NYSE27.18%
- 🇬🇧 LSE20.24%
- 🇩🇪 Xetra ETFs9.6%
- 🌍 Digital Currency5.01%
- 🇭🇰 Hong Kong Exchanges1.31%
- 🇫🇷 Euronext Paris1.13%
- 🇩🇪 FRA0.9%
- 🇳🇱 Euronext Amsterdam0.63%
- 🇮🇹 Borsa Italiana0.51%
- 🇨🇭 SIX0.4%
- 🇪🇸 Bolsa De Madrid0.37%
- 🇸🇪 Stockholm Stock Exchange0.35%
- 🇩🇰 Copenhagen Stock Exchange0.27%
- 🇦🇪 Dubai Financial Market0.07%
- 🇺🇸 Chicago Board Options Exchange0.07%
- 🇧🇪 Euronext Brussels0.05%
- 🇳🇴 Oslo Stock Exchange0.04%
- 🇫🇮 Helsinki Stock Exchange0.02%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States45.11%
- 🇬🇧 United Kingdom5.06%
- 🇨🇳 China2.21%
- 🇨🇦 Canada1.86%
- 🇹🇼 Taiwan1.15%
- 🇩🇪 Germany0.97%
- 🇳🇱 Netherlands0.95%
- 🇫🇷 France0.88%
- 🇮🇱 Israel0.68%
- 🇮🇹 Italy0.65%
- 🇺🇾 Uruguay0.56%
- 🇨🇭 Switzerland0.5%
- 🇧🇷 Brazil0.39%
- 🇪🇸 Spain0.37%
- 🇸🇪 Sweden0.35%
- 🇿🇦 South Africa0.34%
- 🇰🇾 Cayman Islands0.3%
- 🇩🇰 Denmark0.27%
- 🇯🇵 Japan0.26%
- 🇸🇬 Singapore0.22%
- 🇱🇺 Luxembourg0.18%
- 🇮🇳 India0.17%
- 🇭🇰 Hong Kong0.17%
- 🇧🇲 Bermuda0.14%
- 🇮🇪 Ireland0.13%
- 🇲🇽 Mexico0.09%
- 🇧🇪 Belgium0.05%
- 🇰🇷 South Korea0.05%
- 🇨🇱 Chile0.04%
- 🇹🇷 Türkiye0.04%
- 🇦🇷 Argentina0.04%
- 🇳🇴 Norway0.04%
- 🇵🇪 Peru0.03%
- 🇵🇦 Panama0.03%
- 🇮🇩 Indonesia0.03%
- 🇨🇾 Cyprus0.03%
- 🇫🇮 Finland0.02%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
0.6%
26 out of 45 instruments pay dividend.
29 dividend payments in the next 30 days.
Highest Dividend: Utilities (3.37%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 thomaspj | 0.11% | 0.77% | - |
 greavesy1984 | 0.04% | 1.22% | - |
 Utilities | 0.04% | 3.37% | - |
 EWachenheim-CF | 0.04% | 1.38% | - |
 InsuranceWorld | 0.03% | 2.48% | - |
 Private-Equity | 0.03% | 2.32% | - |
 JeppeKirkBonde | 0.03% | 1% | - |
 onk342 | 0.03% | 0.96% | - |
 Rayeiris | 0.03% | 0.87% | - |
 EmergingNations | 0.03% | 1.86% | - |
 iBore99 | 0.02% | 2% | - |
 FashionPortfolio | 0.02% | 1.34% | - |
 Cancer-Med | 0.02% | 0.78% | - |
 Fin-Tech | 0.02% | 0.63% | - |
 GoldWorldWide | 0.02% | 0.72% | - |
 InTheGame | 0.02% | 0.37% | - |
 StanleyDruck13F | 0.01% | 0.32% | - |
 Fab_Zan | 0.01% | 0.34% | - |
 Moonwater | 0.01% | 0.62% | - |
 nedbalmatteo | 0.01% | 0.57% | - |
 ValueGurus | 0.01% | 0.76% | - |
 AI-Revolution | 0.01% | 0.21% | - |
 NI | 0.01% | 2.67% | $1.05 |
 HO.PA | 0% | 1.69% | $3.4 |
 AIR.PA | 0% | 1.02% | $1.8 |
 ITUB | 0% | -10.06% | $-0.15 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 JNJ (Cancer-Med) | Pay Day | Dec 9, 2025 | $1.30 |
 MET (InsuranceWorld) | Pay Day | Dec 9, 2025 | $0.57 |
JNJ (greavesy1984) | Pay Day | Dec 9, 2025 | $1.30 |
 AEE (Utilities) | Ex-Dividend | Dec 9, 2025 | $0.71 |
 SPGI (Fab_Zan) | Pay Day | Dec 10, 2025 | $0.96 |
 MSFT (JeppeKirkBonde) | Pay Day | Dec 11, 2025 | $0.91 |
 TSM (JeppeKirkBonde) | Ex-Dividend | Dec 11, 2025 | $0.84 |
MSFT (thomaspj) | Pay Day | Dec 11, 2025 | $0.91 |
MSFT (Fab_Zan) | Pay Day | Dec 11, 2025 | $0.91 |
MSFT (AI-Revolution) | Pay Day | Dec 11, 2025 | $0.91 |
TSM (AI-Revolution) | Ex-Dividend | Dec 11, 2025 | $0.84 |
MSFT (InTheGame) | Pay Day | Dec 11, 2025 | $0.91 |
TSM (InTheGame) | Ex-Dividend | Dec 11, 2025 | $0.84 |
MSFT (Moonwater) | Pay Day | Dec 11, 2025 | $0.91 |
TSM (StanleyDruck13F) | Ex-Dividend | Dec 11, 2025 | $0.84 |
 CNP (Utilities) | Pay Day | Dec 11, 2025 | $0.22 |
MSFT (iBore99) | Pay Day | Dec 11, 2025 | $0.91 |
MSFT (nedbalmatteo) | Pay Day | Dec 11, 2025 | $0.91 |
MSFT (onk342) | Pay Day | Dec 11, 2025 | $0.91 |
TSM (onk342) | Ex-Dividend | Dec 11, 2025 | $0.84 |
 01336.HK (InsuranceWorld) | Pay Day | Dec 12, 2025 | $0.09 |
 WMT (greavesy1984) | Ex-Dividend | Dec 12, 2025 | $0.24 |
 AEM (GoldWorldWide) | Pay Day | Dec 15, 2025 | $0.40 |
 DUK (Utilities) | Pay Day | Dec 16, 2025 | $1.06 |
DUK (onk342) | Pay Day | Dec 16, 2025 | $1.06 |
 INDA (JeppeKirkBonde) | Pay Day | Dec 20, 2025 | $0.00 |
 TKC (EmergingNations) | Ex-Dividend | Dec 29, 2025 | $0.12 |
 LMT (JeppeKirkBonde) | Pay Day | Dec 30, 2025 | $3.45 |
 GS (JeppeKirkBonde) | Pay Day | Dec 30, 2025 | $4.00 |
GS (thomaspj) | Pay Day | Dec 30, 2025 | $4.00 |
LMT (Moonwater) | Pay Day | Dec 30, 2025 | $3.45 |
GS (Moonwater) | Pay Day | Dec 30, 2025 | $4.00 |
LMT (onk342) | Pay Day | Dec 30, 2025 | $3.45 |
AEE (Utilities) | Pay Day | Dec 31, 2025 | $0.71 |
 NXT.L (FashionPortfolio) | Pay Day | Jan 5, 2026 | $1.19 |
WMT (greavesy1984) | Pay Day | Jan 5, 2026 | $0.24 |
TKC (EmergingNations) | Pay Day | Jan 7, 2026 | $0.12 |
TSM (JeppeKirkBonde) | Pay Day | Jan 8, 2026 | $0.84 |
TSM (AI-Revolution) | Pay Day | Jan 8, 2026 | $0.84 |
TSM (InTheGame) | Pay Day | Jan 8, 2026 | $0.84 |
TSM (StanleyDruck13F) | Pay Day | Jan 8, 2026 | $0.84 |
TSM (onk342) | Pay Day | Jan 8, 2026 | $0.84 |
Performance Metrics
Score 2.4/10
Beta
0.92
0.92
0
0.8
1.2
0
2
Sharpe Ratio
-0.37
-0.37
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.45
-0.45
-1
1
2
3
3
Jensen's Alpha
-18.75
-18.75
-19
0
2
4.5
4.5
Omega Ratio
0.38
0.38
0
1
1.5
2.5
2.5
Treynor Ratio
-0.95
-0.95
-1
0.75
1.25
2
2
Information Ratio
-0.89
-0.89
-1
0.3
0.6
1
1
Calmar Ratio
-0.14
-0.14
-1
0.3
0.6
1
1
Beta
0.92
0.92
0
0.8
1.2
0
2
Sharpe Ratio
-0.37
-0.37
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.45
-0.45
-1
1
2
3
3
Jensen's Alpha
-18.75
-18.75
-19
0
2
4.5
4.5
Omega Ratio
0.38
0.38
0
1
1.5
2.5
2.5
Treynor Ratio
-0.95
-0.95
-1
0.75
1.25
2
2
Information Ratio
-0.89
-0.89
-1
0.3
0.6
1
1
Calmar Ratio
-0.14
-0.14
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
41.55
High:
HO.PA
67.42HO.PALow:
SNOW
-56.69SNOWDetails
PEG Ratio
114.87
High:
ITUB
305.38ITUBLow:
AIR.PA
55.77AIR.PADetails
Price/Book
6.33
High:SNOW
32.67SNOWLow:
SFGYY
1.56SFGYYDetails
Price/Sales
2.5
High:SNOW
17.71SNOWLow:SFGYY
0.38SFGYYDetails
Price/CF
19.71
High:SNOW
106.88SNOWLow:ITUB
3.83ITUBDetails
Price/FCF
68.76
High:SNOW
120.21SNOWLow:ITUB
5.12ITUBDetails
P/E Ratio
41.55
High:HO.PA
67.42HO.PALow:SNOW
-56.69SNOWDetails
PEG Ratio
114.87
High:ITUB
305.38ITUBLow:AIR.PA
55.77AIR.PADetails
Price/Book
6.33
High:SNOW
32.67SNOWLow:SFGYY
1.56SFGYYDetails
Price/Sales
2.5
High:SNOW
17.71SNOWLow:SFGYY
0.38SFGYYDetails
Price/CF
19.71
High:SNOW
106.88SNOWLow:ITUB
3.83ITUBDetails
Price/FCF
68.76
High:SNOW
120.21SNOWLow:ITUB
5.12ITUBDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-85.41% | Feb 2018 | - | 95 |