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+0.23%
Today
-4.38%
This Month
-11.71%
Year To Date
+37.92%
2 Years
+505.67%
5 Years
-23.9%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading45.83%
- 🖥️ Technology Services12.89%
- 🪙 Cryptocurrencies11.24%
- 💻 Electronic Technology9.85%
- 💵 Cash4.45%
- 🌾 Commodities3.59%
- 📊 ETFs2.12%
- ⛏️ Energy Minerals2.01%
- 🛠️ Producer Manufacturing1.93%
- 🧬 Health Technology1.45%
- 💰 Finance1.27%
- 🧪 Process Industries0.62%
- 🪨 Non Energy Minerals0.21%
- 🏭 Industrial Services0.1%
- 🚗 Consumer Durables0.1%
- 💇♀️ Consumer Services0.02%
- 🛍️ Retail Trade0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE23.74%
- 🇺🇸 Nasdaq21.31%
- 🇺🇸 NYSE18.67%
- 🌍 Digital Currency11.49%
- 🌍 Commodity3.59%
- 🇩🇪 Xetra ETFs1.5%
- 🇭🇰 Hong Kong Exchanges1.41%
- 🇩🇪 FRA1.3%
- 🇨🇭 SIX0.67%
- 🇸🇪 Stockholm Stock Exchange0.21%
- 🇮🇹 Borsa Italiana0.16%
- 🇳🇴 Oslo Stock Exchange0.09%
- 🇺🇸 Chicago Board Options Exchange0.05%
- 🇫🇮 Helsinki Stock Exchange0.03%
- 🇩🇰 Copenhagen Stock Exchange0.03%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States27.32%
- 🇹🇼 Taiwan4.87%
- 🇩🇪 Germany1.54%
- 🇨🇳 China1.52%
- 🇳🇱 Netherlands1.41%
- 🇬🇧 United Kingdom1.18%
- 🇮🇱 Israel0.91%
- 🇨🇭 Switzerland0.88%
- 🇭🇰 Hong Kong0.68%
- 🇧🇷 Brazil0.52%
- 🇨🇦 Canada0.44%
- 🇨🇴 Colombia0.4%
- 🇸🇪 Sweden0.24%
- 🇯🇵 Japan0.22%
- 🇮🇪 Ireland0.16%
- 🇮🇹 Italy0.16%
- 🇳🇴 Norway0.09%
- 🇱🇺 Luxembourg0.07%
- 🇫🇮 Finland0.05%
- 🇩🇰 Denmark0.03%
- 🇰🇾 Cayman Islands0.01%
Dividends
Dividend Yield
0.8%
25 out of 71 instruments pay dividend.
20 dividend payments in the next 30 days.
Highest Dividend: $PBF (6.87%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 AmitKup | 0.15% | 5.04% | - |
 DividendGrowth | 0.14% | 2.65% | - |
 PBF | 0.14% | 6.87% | $0.95 |
 TSM | 0.06% | 1.35% | $1.74 |
 BAS.DE | 0.06% | 5.37% | $3.4 |
 SWBI | 0.04% | 5.55% | $0.48 |
 2338.HK | 0.03% | 5.01% | $0.57 |
 PetrBalas | 0.03% | 1.82% | - |
 GOOG | 0.02% | 0.52% | $0.2 |
 sgstjc | 0.02% | 1.15% | - |
 JonasBarrelov | 0.01% | 1.22% | - |
 CPHequities | 0.01% | 0.78% | - |
 OLN | 0.01% | 3.83% | $0.8 |
 ASML | 0.01% | 0.9% | $5.57 |
 LOGN.ZU | 0.01% | 1.98% | $1.06 |
 MSFT | 0.01% | 0.88% | $3 |
 ReturnInvest | 0.01% | 1.1% | - |
 META | 0.01% | 0.4% | $1 |
 01177.HK | 0.01% | 1.91% | $0.05 |
 LIT | 0.01% | 0.98% | - |
 P911.DE | 0% | 5.3% | $2.31 |
 Coolcontribution | 0% | 0.3% | - |
 REGN | 0% | 0.16% | - |
 NVDA | 0% | 0.04% | $0.02 |
 ACLN.ZU | 0% | 3.09% | $0.85 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 XEL (DividendGrowth) | Pay Day | Apr 20, 2025 | $0.57 |
 PG (DividendGrowth) | Ex-Dividend | Apr 21, 2025 | $1.06 |
 MKC (DividendGrowth) | Pay Day | Apr 21, 2025 | $0.45 |
 CVS (CPHequities) | Ex-Dividend | Apr 22, 2025 | $0.66 |
 LOW (DividendGrowth) | Ex-Dividend | Apr 23, 2025 | $1.15 |
 CRM (CPHequities) | Pay Day | Apr 24, 2025 | $0.42 |
 HSBC (sgstjc) | Pay Day | Apr 25, 2025 | $1.80 |
 SYY (DividendGrowth) | Pay Day | Apr 25, 2025 | $0.51 |
ASML | Ex-Dividend | Apr 28, 2025 | $1.92 |
 SAND.ST (JonasBarrelov) | Ex-Dividend | Apr 30, 2025 | $0.52 |
 EIX (DividendGrowth) | Pay Day | Apr 30, 2025 | $0.83 |
 TXN (DividendGrowth) | Ex-Dividend | Apr 30, 2025 | $1.36 |
CVS (CPHequities) | Pay Day | May 1, 2025 | $0.66 |
 CASY (DividendGrowth) | Ex-Dividend | May 1, 2025 | $0.50 |
ASML | Pay Day | May 6, 2025 | $1.92 |
 FINV (CPHequities) | Pay Day | May 7, 2025 | $0.28 |
SAND.ST (JonasBarrelov) | Pay Day | May 7, 2025 | $0.52 |
LOW (DividendGrowth) | Pay Day | May 7, 2025 | $1.15 |
 HM-B.ST (JonasBarrelov) | Ex-Dividend | May 8, 2025 | $0.31 |
 MA (CPHequities) | Pay Day | May 9, 2025 | $0.76 |
 GD (DividendGrowth) | Pay Day | May 9, 2025 | $1.50 |
 APD (DividendGrowth) | Pay Day | May 12, 2025 | $1.79 |
TXN (DividendGrowth) | Pay Day | May 13, 2025 | $1.36 |
 SGRO.L (sgstjc) | Pay Day | May 14, 2025 | $0.25 |
HM-B.ST (JonasBarrelov) | Pay Day | May 14, 2025 | $0.31 |
 TGT (DividendGrowth) | Ex-Dividend | May 14, 2025 | $1.12 |
MSFT | Ex-Dividend | May 15, 2025 | $0.83 |
MSFT (CPHequities) | Ex-Dividend | May 15, 2025 | $0.83 |
MSFT (PetrBalas) | Ex-Dividend | May 15, 2025 | $0.83 |
MSFT (sgstjc) | Ex-Dividend | May 15, 2025 | $0.83 |
MSFT (JonasBarrelov) | Ex-Dividend | May 15, 2025 | $0.83 |
MSFT (ReturnInvest) | Ex-Dividend | May 15, 2025 | $0.83 |
MSFT (DividendGrowth) | Ex-Dividend | May 15, 2025 | $0.83 |
PG (DividendGrowth) | Pay Day | May 15, 2025 | $1.06 |
 CL (DividendGrowth) | Pay Day | May 15, 2025 | $0.52 |
CASY (DividendGrowth) | Pay Day | May 15, 2025 | $0.50 |
 SHW (DividendGrowth) | Ex-Dividend | May 16, 2025 | $0.79 |
 AMAT (CPHequities) | Ex-Dividend | May 22, 2025 | $0.46 |
AMAT (PetrBalas) | Ex-Dividend | May 22, 2025 | $0.46 |
 DB (PetrBalas) | Ex-Dividend | May 23, 2025 | $0.71 |
DB (PetrBalas) | Pay Day | May 27, 2025 | $0.71 |
 JNJ (DividendGrowth) | Ex-Dividend | May 27, 2025 | $1.30 |
 GS (PetrBalas) | Ex-Dividend | May 30, 2025 | $3.00 |
TGT (DividendGrowth) | Pay Day | Jun 1, 2025 | $1.12 |
 LHX (DividendGrowth) | Ex-Dividend | Jun 3, 2025 | $1.20 |
SHW (DividendGrowth) | Pay Day | Jun 6, 2025 | $0.79 |
 IEF (ReturnInvest) | Pay Day | Jun 7, 2025 | $- |
JNJ (DividendGrowth) | Pay Day | Jun 10, 2025 | $1.30 |
MSFT | Pay Day | Jun 12, 2025 | $0.83 |
TSM | Ex-Dividend | Jun 12, 2025 | $0.68 |
MSFT (CPHequities) | Pay Day | Jun 12, 2025 | $0.83 |
AMAT (CPHequities) | Pay Day | Jun 12, 2025 | $0.46 |
TSM (CPHequities) | Ex-Dividend | Jun 12, 2025 | $0.68 |
MSFT (PetrBalas) | Pay Day | Jun 12, 2025 | $0.83 |
AMAT (PetrBalas) | Pay Day | Jun 12, 2025 | $0.46 |
TSM (PetrBalas) | Ex-Dividend | Jun 12, 2025 | $0.68 |
MSFT (sgstjc) | Pay Day | Jun 12, 2025 | $0.83 |
MSFT (JonasBarrelov) | Pay Day | Jun 12, 2025 | $0.83 |
MSFT (ReturnInvest) | Pay Day | Jun 12, 2025 | $0.83 |
MSFT (DividendGrowth) | Pay Day | Jun 12, 2025 | $0.83 |
 ADP (DividendGrowth) | Ex-Dividend | Jun 13, 2025 | $1.54 |
01177.HK | Ex-Dividend | Jun 16, 2025 | $0.00 |
LHX (DividendGrowth) | Pay Day | Jun 18, 2025 | $1.20 |
 LDO.MI (CPHequities) | Ex-Dividend | Jun 23, 2025 | $0.56 |
 TRN.MI (Coolcontribution) | Ex-Dividend | Jun 23, 2025 | $0.30 |
 DIS (ReturnInvest) | Ex-Dividend | Jun 24, 2025 | $0.50 |
LDO.MI (CPHequities) | Pay Day | Jun 25, 2025 | $0.56 |
TRN.MI (Coolcontribution) | Pay Day | Jun 25, 2025 | $0.30 |
GS (PetrBalas) | Pay Day | Jun 27, 2025 | $3.00 |
 VBR (JonasBarrelov) | Pay Day | Jul 1, 2025 | $- |
ADP (DividendGrowth) | Pay Day | Jul 1, 2025 | $1.54 |
 PLUS.L (AmitKup) | Pay Day | Jul 9, 2025 | $0.40 |
01177.HK | Pay Day | Jul 10, 2025 | $0.00 |
TSM | Pay Day | Jul 10, 2025 | $0.68 |
TSM (CPHequities) | Pay Day | Jul 10, 2025 | $0.68 |
TSM (PetrBalas) | Pay Day | Jul 10, 2025 | $0.68 |
DIS (ReturnInvest) | Pay Day | Jul 23, 2025 | $0.50 |
 INDA (CPHequities) | Pay Day | Dec 20, 2025 | $- |
Performance Metrics
Score 2.9/10
Beta
2.1
2.1
0
0.8
1.2
0
3
Sharpe Ratio
0.17
0.17
0
0.5
1
1.5
1.5
Sortino Ratio
0.31
0.31
0
1
2
3
3
Jensen's Alpha
-2.33
-2.33
-3
0
2
4.5
4.5
Omega Ratio
1.08
1.08
0
1
1.5
2.5
2.5
Treynor Ratio
0.69
0.69
0
0.75
1.25
2
2
Information Ratio
0.08
0.08
0
0.3
0.6
1
1
Calmar Ratio
-0.24
-0.24
-1
0.3
0.6
1
1
Beta
2.1
2.1
0
0.8
1.2
0
3
Sharpe Ratio
0.17
0.17
0
0.5
1
1.5
1.5
Sortino Ratio
0.31
0.31
0
1
2
3
3
Jensen's Alpha
-2.33
-2.33
-3
0
2
4.5
4.5
Omega Ratio
1.08
1.08
0
1
1.5
2.5
2.5
Treynor Ratio
0.69
0.69
0
0.75
1.25
2
2
Information Ratio
0.08
0.08
0
0.3
0.6
1
1
Calmar Ratio
-0.24
-0.24
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
23.74
High:
INFA
577.89INFALow:
CRWD
-4,477CRWDDetails
PEG Ratio
5.06
High:INFA
537.63INFALow:
NET
-802.22NETDetails
Price/Book
7.54
High:
LAC
950.35LACLow:
NVAX
-1.54NVAXDetails
Price/Sales
7.65
High:CRWD
23.46CRWDLow:LAC
-LACDetails
Price/CF
20.47
High:NVAX
147.06NVAXLow:
RENT
2.44RENTDetails
Price/FCF
43.58
High:
BAS.DE
656.13BAS.DELow:
WBD
5.86WBDDetails
P/E Ratio
23.74
High:INFA
577.89INFALow:CRWD
-4,477CRWDDetails
PEG Ratio
5.06
High:INFA
537.63INFALow:NET
-802.22NETDetails
Price/Book
7.54
High:LAC
950.35LACLow:NVAX
-1.54NVAXDetails
Price/Sales
7.65
High:CRWD
23.46CRWDLow:LAC
-LACDetails
Price/CF
20.47
High:NVAX
147.06NVAXLow:RENT
2.44RENTDetails
Price/FCF
43.58
High:BAS.DE
656.13BAS.DELow:WBD
5.86WBDDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-99.08% | Jan 2018 | - | 88 |