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+0.37%
This Month
+2.81%
Year To Date
+33.5%
2 Years
+32.79%
5 Years
+32.79%
10 Years
+6.38%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading84.23%
- 🚚 Transportation11.43%
- 💵 Cash4.65%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE32.1%
- 🇳🇴 Oslo Stock Exchange17.24%
- 🇺🇸 Nasdaq12.78%
- 🇬🇧 LSE10.16%
- 🇫🇷 Euronext Paris4.94%
- 🇭🇰 Hong Kong Exchanges3.79%
- 🌍 Digital Currency1.83%
- 🇨🇭 SIX1.36%
- 🇦🇺 Sydney0.76%
- 🇳🇱 Euronext Amsterdam0.68%
- 🇩🇪 FRA0.55%
- 🇩🇰 Copenhagen Stock Exchange0.45%
- 🇸🇪 Stockholm Stock Exchange0.41%
- 🇦🇪 Dubai Financial Market0.41%
- 🇺🇸 Chicago Board Options Exchange0.33%
- 🇪🇸 Bolsa De Madrid0.23%
- 🌍 FX0.22%
- 🇫🇮 Helsinki Stock Exchange0.15%
- Regular Trading Hours - RTH0.12%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States25.53%
- 🇳🇴 Norway17.24%
- 🇬🇧 United Kingdom9.29%
- 🇨🇳 China5.88%
- 🇫🇷 France4.94%
- 🇬🇷 Greece3.18%
- 🇹🇼 Taiwan2.29%
- 🇧🇷 Brazil1.83%
- 🇨🇭 Switzerland1.36%
- 🇨🇦 Canada1.15%
- 🇳🇱 Netherlands1.12%
- 🇦🇺 Australia0.76%
- 🇩🇪 Germany0.55%
- 🇩🇰 Denmark0.45%
- 🇸🇪 Sweden0.41%
- 🇮🇱 Israel0.38%
- 🇰🇷 South Korea0.35%
- 🇪🇸 Spain0.23%
- 🇱🇺 Luxembourg0.16%
- 🇫🇮 Finland0.15%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
3.71%
4 out of 5 instruments pay dividend.
14 dividend payments in the next 30 days.
Highest Dividend: $NAS.OL (11.19%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 FundManagerZech | 1.65% | 5.46% | - |
 NAS.OL | 1.28% | 11.19% | - |
 thomaspj | 0.55% | 1.92% | - |
 JeppeKirkBonde | 0.23% | 0.9% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 AAPL (JeppeKirkBonde) | Ex-Dividend | May 11, 2026 | $0.27 |
 EQNR.OL (thomaspj) | Ex-Dividend | May 13, 2026 | $0.39 |
AAPL (JeppeKirkBonde) | Pay Day | May 14, 2026 | $0.27 |
 BP.L (thomaspj) | Ex-Dividend | May 14, 2026 | $0.08 |
NAS.OL | Pay Day | May 15, 2026 | $0.09 |
 CEG (JeppeKirkBonde) | Ex-Dividend | May 15, 2026 | $0.43 |
 HO.PA (JeppeKirkBonde) | Ex-Dividend | May 18, 2026 | $3.43 |
 NHY.OL (JeppeKirkBonde) | Pay Day | May 19, 2026 | $3.00 |
 AGRO (JeppeKirkBonde) | Pay Day | May 19, 2026 | $0.12 |
HO.PA (JeppeKirkBonde) | Pay Day | May 20, 2026 | $3.43 |
 MSFT (JeppeKirkBonde) | Ex-Dividend | May 21, 2026 | $0.91 |
 C (thomaspj) | Pay Day | May 22, 2026 | $0.60 |
 WB (FundManagerZech) | Pay Day | May 22, 2026 | $0.61 |
 TEP.PA (FundManagerZech) | Ex-Dividend | May 26, 2026 | $5.23 |
 GAW.L (JeppeKirkBonde) | Pay Day | May 27, 2026 | $1.48 |
EQNR.OL (thomaspj) | Pay Day | May 27, 2026 | $0.39 |
 IBE.MC (JeppeKirkBonde) | Ex-Dividend | May 28, 2026 | $0.01 |
TEP.PA (FundManagerZech) | Pay Day | May 28, 2026 | $5.23 |
 EMBC (FundManagerZech) | Ex-Dividend | May 28, 2026 | $0.01 |
 D (JeppeKirkBonde) | Ex-Dividend | May 29, 2026 | $0.67 |
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 |
GS (thomaspj) | Ex-Dividend | Jun 1, 2026 | $4.50 |
 RR.L (thomaspj) | Pay Day | Jun 3, 2026 | $0.07 |
CEG (JeppeKirkBonde) | Pay Day | Jun 5, 2026 | $0.43 |
 BAC (thomaspj) | Ex-Dividend | Jun 5, 2026 | $0.28 |
 GOOGL (JeppeKirkBonde) | Ex-Dividend | Jun 8, 2026 | $0.22 |
MSFT (JeppeKirkBonde) | Pay Day | Jun 11, 2026 | $0.91 |
 TSM (JeppeKirkBonde) | Ex-Dividend | Jun 11, 2026 | $0.95 |
 01211.HK (FundManagerZech) | Ex-Dividend | Jun 11, 2026 | $0.05 |
 LDOS (JeppeKirkBonde) | Ex-Dividend | Jun 15, 2026 | $0.43 |
GOOGL (JeppeKirkBonde) | Pay Day | Jun 15, 2026 | $0.22 |
EMBC (FundManagerZech) | Pay Day | Jun 15, 2026 | $0.01 |
D (JeppeKirkBonde) | Pay Day | Jun 20, 2026 | $0.67 |
 VST (JeppeKirkBonde) | Ex-Dividend | Jun 22, 2026 | $0.23 |
BAC (thomaspj) | Pay Day | Jun 26, 2026 | $0.28 |
BP.L (thomaspj) | Pay Day | Jun 26, 2026 | $0.08 |
GS (JeppeKirkBonde) | Pay Day | Jun 29, 2026 | $4.50 |
GS (thomaspj) | Pay Day | Jun 29, 2026 | $4.50 |
LDOS (JeppeKirkBonde) | Pay Day | Jun 30, 2026 | $0.43 |
VST (JeppeKirkBonde) | Pay Day | Jun 30, 2026 | $0.23 |
 TTE.PA (thomaspj) | Ex-Dividend | Jun 30, 2026 | $1.01 |
TTE.PA (thomaspj) | Pay Day | Jul 2, 2026 | $1.01 |
TSM (JeppeKirkBonde) | Pay Day | Jul 9, 2026 | $0.95 |
01211.HK (FundManagerZech) | Pay Day | Jul 31, 2026 | $0.05 |
Performance Metrics
Score 3.1/10
Beta
1.23
1.23
0
0.8
1.2
0
2
Sharpe Ratio
0.21
0.21
0
0.5
1
1.5
1.5
Sortino Ratio
0.32
0.32
0
1
2
3
3
Jensen's Alpha
-1.75
-1.75
-2
0
2
4.5
4.5
Omega Ratio
0.98
0.98
0
1
1.5
2.5
2.5
Treynor Ratio
0.37
0.37
0
0.75
1.25
2
2
Information Ratio
-0.02
-0.02
-1
0.3
0.6
1
1
Calmar Ratio
0.13
0.13
0
0.3
0.6
1
1
Beta
1.23
1.23
0
0.8
1.2
0
2
Sharpe Ratio
0.21
0.21
0
0.5
1
1.5
1.5
Sortino Ratio
0.32
0.32
0
1
2
3
3
Jensen's Alpha
-1.75
-1.75
-2
0
2
4.5
4.5
Omega Ratio
0.98
0.98
0
1
1.5
2.5
2.5
Treynor Ratio
0.37
0.37
0
0.75
1.25
2
2
Information Ratio
-0.02
-0.02
-1
0.3
0.6
1
1
Calmar Ratio
0.13
0.13
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
6.02
High:NAS.OL
6.02NAS.OLLow:NAS.OL
6.02NAS.OLDetails
PEG Ratio
6.71
High:NAS.OL
6.71NAS.OLLow:NAS.OL
6.71NAS.OLDetails
Price/Book
2.09
High:NAS.OL
2.09NAS.OLLow:NAS.OL
2.09NAS.OLDetails
Price/Sales
0.44
High:NAS.OL
0.44NAS.OLLow:NAS.OL
0.44NAS.OLDetails
Price/CF
2.71
High:NAS.OL
2.71NAS.OLLow:NAS.OL
2.71NAS.OLDetails
Price/FCF
19.4
High:NAS.OL
19.4NAS.OLLow:NAS.OL
19.4NAS.OLDetails
P/E Ratio
6.02
High:NAS.OL
6.02NAS.OLLow:NAS.OL
6.02NAS.OLDetails
PEG Ratio
6.71
High:NAS.OL
6.71NAS.OLLow:NAS.OL
6.71NAS.OLDetails
Price/Book
2.09
High:NAS.OL
2.09NAS.OLLow:NAS.OL
2.09NAS.OLDetails
Price/Sales
0.44
High:NAS.OL
0.44NAS.OLLow:NAS.OL
0.44NAS.OLDetails
Price/CF
2.71
High:NAS.OL
2.71NAS.OLLow:NAS.OL
2.71NAS.OLDetails
Price/FCF
19.4
High:NAS.OL
19.4NAS.OLLow:NAS.OL
19.4NAS.OLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-47.34% | Dec 2021 | May 2024 | 29 |
-3.77% | Mar 2026 | - | 3 |
-2.56% | Mar 2025 | May 2025 | 2 |
-2.33% | Nov 2024 | Jan 2025 | 2 |
-2.3% | Jun 2024 | Sep 2024 | 3 |
-1.38% | Nov 2025 | Jan 2026 | 2 |