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+0.97%
This Month
+10.54%
Year To Date
+55.86%
2 Years
+515.17%
5 Years
-83.48%
10 Years
-20.54%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading40.79%
- 🖥️ Technology Services16.45%
- 🪙 Cryptocurrencies13.95%
- 💻 Electronic Technology13.07%
- 🌾 Commodities3.07%
- ⛏️ Energy Minerals2.94%
- 💵 Cash2.22%
- 🧬 Health Technology1.74%
- 📊 ETFs1.7%
- 🧪 Process Industries1.49%
- 🛠️ Producer Manufacturing0.63%
- 🪨 Non Energy Minerals0.29%
- 🏭 Industrial Services0.1%
- 🚗 Consumer Durables0.08%
- 💇♀️ Consumer Services0.02%
- 🛍️ Retail Trade0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq25.2%
- 🇺🇸 NYSE20.49%
- 🇬🇧 LSE19.1%
- 🌍 Digital Currency14.26%
- 🌍 Commodity3.07%
- 🇭🇰 Hong Kong Exchanges1.73%
- 🇩🇪 FRA1.08%
- 🇩🇪 Xetra ETFs1%
- 🇨🇭 SIX0.82%
- 🇸🇪 Stockholm Stock Exchange0.18%
- 🇩🇰 Copenhagen Stock Exchange0.07%
- 🇺🇸 Chicago Board Options Exchange0.04%
- 🇮🇹 Borsa Italiana0.04%
- 🇫🇮 Helsinki Stock Exchange0.03%
- 🇫🇷 Euronext Paris0.02%
- 🇳🇴 Oslo Stock Exchange0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States32.02%
- 🇹🇼 Taiwan6.89%
- 🇨🇳 China1.87%
- 🇳🇱 Netherlands1.6%
- 🇩🇪 Germany1.37%
- 🇬🇧 United Kingdom1.27%
- 🇭🇰 Hong Kong1.13%
- 🇨🇭 Switzerland1.1%
- 🇧🇷 Brazil0.39%
- 🇨🇦 Canada0.38%
- 🇮🇱 Israel0.34%
- 🇸🇪 Sweden0.21%
- 🇯🇵 Japan0.18%
- 🇮🇪 Ireland0.14%
- 🇨🇴 Colombia0.11%
- 🇩🇰 Denmark0.07%
- 🇱🇺 Luxembourg0.07%
- 🇮🇹 Italy0.04%
- 🇫🇮 Finland0.04%
- 🇰🇾 Cayman Islands0.03%
- 🇿🇦 South Africa0.02%
- 🇫🇷 France0.02%
- 🇳🇴 Norway0%
Dividends
Dividend Yield
0.65%
25 out of 70 instruments pay dividend.
50 dividend payments in the next 30 days.
Highest Dividend: $SWBI (6.01%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 PBF | 0.11% | 3.89% | $0.95 |
 DividendGrowth | 0.11% | 2.55% | - |
 AmitKup | 0.08% | 3.61% | - |
 TSM | 0.07% | 1.01% | $1.74 |
 BAS.DE | 0.05% | 5.12% | $3.4 |
 SWBI | 0.03% | 6.01% | $0.48 |
 2338.HK | 0.03% | 5.11% | $0.57 |
 PetrBalas | 0.03% | 1.4% | - |
 GOOG | 0.02% | 0.35% | $0.2 |
 sgstjc | 0.01% | 0.88% | - |
 ASML | 0.01% | 0.78% | $5.57 |
 CPHequities | 0.01% | 0.71% | - |
 JonasBarrelov | 0.01% | 0.99% | - |
 MSFT | 0.01% | 0.67% | $3 |
 Coolcontribution | 0.01% | 0.89% | - |
 OLN | 0.01% | 3.18% | $0.8 |
 LOGN.ZU | 0.01% | 1.48% | $1.06 |
 01177.HK | 0.01% | 1.01% | $0.05 |
 META | 0.01% | 0.27% | $1 |
 ReturnInvest | 0.01% | 0.81% | - |
 LIT | 0% | 0.69% | - |
 P911.DE | 0% | 5.25% | $2.31 |
 REGN | 0% | 0.46% | - |
 NVDA | 0% | 0.02% | $0.02 |
 ACLN.ZU | 0% | -1.83% | $-0.85 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
GOOG | Ex-Dividend | Sep 8, 2025 | $0.21 |
GOOG (CPHequities) | Ex-Dividend | Sep 8, 2025 | $0.21 |
GOOG (PetrBalas) | Ex-Dividend | Sep 8, 2025 | $0.21 |
 AZN.L (sgstjc) | Pay Day | Sep 8, 2025 | $1.03 |
GOOG (JonasBarrelov) | Ex-Dividend | Sep 8, 2025 | $0.21 |
AZN.L (JonasBarrelov) | Pay Day | Sep 8, 2025 | $1.03 |
GOOG (ReturnInvest) | Ex-Dividend | Sep 8, 2025 | $0.21 |
 BDX (DividendGrowth) | Ex-Dividend | Sep 8, 2025 | $1.04 |
 ATO (DividendGrowth) | Pay Day | Sep 8, 2025 | $0.87 |
 JNJ (DividendGrowth) | Pay Day | Sep 9, 2025 | $1.30 |
 IBM (JonasBarrelov) | Pay Day | Sep 10, 2025 | $1.68 |
 CVX (DividendGrowth) | Pay Day | Sep 10, 2025 | $1.71 |
 SPGI (DividendGrowth) | Pay Day | Sep 10, 2025 | $0.96 |
MSFT | Pay Day | Sep 11, 2025 | $0.83 |
NVDA | Ex-Dividend | Sep 11, 2025 | $0.01 |
MSFT (CPHequities) | Pay Day | Sep 11, 2025 | $0.83 |
NVDA (CPHequities) | Ex-Dividend | Sep 11, 2025 | $0.01 |
MSFT (PetrBalas) | Pay Day | Sep 11, 2025 | $0.83 |
 AMAT (PetrBalas) | Pay Day | Sep 11, 2025 | $0.46 |
MSFT (sgstjc) | Pay Day | Sep 11, 2025 | $0.83 |
MSFT (JonasBarrelov) | Pay Day | Sep 11, 2025 | $0.83 |
MSFT (ReturnInvest) | Pay Day | Sep 11, 2025 | $0.83 |
MSFT (DividendGrowth) | Pay Day | Sep 11, 2025 | $0.83 |
OLN | Pay Day | Sep 12, 2025 | $0.20 |
 GFI (CPHequities) | Ex-Dividend | Sep 12, 2025 | $0.40 |
 ADP (DividendGrowth) | Ex-Dividend | Sep 12, 2025 | $1.54 |
GOOG | Pay Day | Sep 15, 2025 | $0.21 |
GOOG (CPHequities) | Pay Day | Sep 15, 2025 | $0.21 |
GOOG (PetrBalas) | Pay Day | Sep 15, 2025 | $0.21 |
 XEL (Coolcontribution) | Ex-Dividend | Sep 15, 2025 | $0.57 |
 COLB (Coolcontribution) | Pay Day | Sep 15, 2025 | $0.36 |
GOOG (JonasBarrelov) | Pay Day | Sep 15, 2025 | $0.21 |
GOOG (ReturnInvest) | Pay Day | Sep 15, 2025 | $0.21 |
 KO (DividendGrowth) | Ex-Dividend | Sep 15, 2025 | $0.51 |
 NEE (DividendGrowth) | Pay Day | Sep 15, 2025 | $0.57 |
XEL (DividendGrowth) | Ex-Dividend | Sep 15, 2025 | $0.57 |
TSM | Ex-Dividend | Sep 16, 2025 | $0.82 |
 BARC.L (CPHequities) | Pay Day | Sep 16, 2025 | $0.04 |
TSM (CPHequities) | Ex-Dividend | Sep 16, 2025 | $0.82 |
 PHM (PetrBalas) | Ex-Dividend | Sep 16, 2025 | $0.22 |
TSM (PetrBalas) | Ex-Dividend | Sep 16, 2025 | $0.82 |
 MCD (DividendGrowth) | Pay Day | Sep 16, 2025 | $1.77 |
 ADI (DividendGrowth) | Pay Day | Sep 16, 2025 | $0.99 |
 WU (AmitKup) | Ex-Dividend | Sep 16, 2025 | $0.24 |
 NOC (DividendGrowth) | Pay Day | Sep 17, 2025 | $2.31 |
SWBI | Ex-Dividend | Sep 18, 2025 | $0.13 |
 SSE.L (sgstjc) | Pay Day | Sep 18, 2025 | $0.58 |
 BBY (DividendGrowth) | Ex-Dividend | Sep 18, 2025 | $0.95 |
 LIN (DividendGrowth) | Pay Day | Sep 18, 2025 | $1.50 |
 SGRO.L (sgstjc) | Pay Day | Sep 19, 2025 | $0.09 |
 EVRG (DividendGrowth) | Pay Day | Sep 19, 2025 | $0.67 |
 AVGO (CPHequities) | Ex-Dividend | Sep 22, 2025 | $0.59 |
 LHX (DividendGrowth) | Pay Day | Sep 22, 2025 | $1.20 |
01177.HK | Pay Day | Sep 23, 2025 | $0.01 |
GFI (CPHequities) | Pay Day | Sep 25, 2025 | $0.40 |
 HSBC (sgstjc) | Pay Day | Sep 26, 2025 | $0.50 |
 LMT (DividendGrowth) | Pay Day | Sep 26, 2025 | $3.30 |
 ELS (DividendGrowth) | Ex-Dividend | Sep 26, 2025 | $0.52 |
 GS (PetrBalas) | Pay Day | Sep 29, 2025 | $4.00 |
AVGO (CPHequities) | Pay Day | Sep 30, 2025 | $0.59 |
 PEP (DividendGrowth) | Pay Day | Sep 30, 2025 | $1.42 |
BDX (DividendGrowth) | Pay Day | Sep 30, 2025 | $1.04 |
WU (AmitKup) | Pay Day | Sep 30, 2025 | $0.24 |
 MCK (CPHequities) | Pay Day | Oct 1, 2025 | $0.82 |
KO (DividendGrowth) | Pay Day | Oct 1, 2025 | $0.51 |
 NKE (DividendGrowth) | Pay Day | Oct 1, 2025 | $0.40 |
ADP (DividendGrowth) | Pay Day | Oct 1, 2025 | $1.54 |
 APD (DividendGrowth) | Ex-Dividend | Oct 1, 2025 | $1.79 |
NVDA | Pay Day | Oct 2, 2025 | $0.01 |
SWBI | Pay Day | Oct 2, 2025 | $0.13 |
NVDA (CPHequities) | Pay Day | Oct 2, 2025 | $0.01 |
PHM (PetrBalas) | Pay Day | Oct 2, 2025 | $0.22 |
 KMB (DividendGrowth) | Pay Day | Oct 2, 2025 | $1.26 |
 RSG (DividendGrowth) | Ex-Dividend | Oct 2, 2025 | $0.62 |
 SYY (DividendGrowth) | Ex-Dividend | Oct 3, 2025 | $0.54 |
TSM | Pay Day | Oct 9, 2025 | $0.82 |
TSM (CPHequities) | Pay Day | Oct 9, 2025 | $0.82 |
TSM (PetrBalas) | Pay Day | Oct 9, 2025 | $0.82 |
BBY (DividendGrowth) | Pay Day | Oct 9, 2025 | $0.95 |
 GD (DividendGrowth) | Ex-Dividend | Oct 10, 2025 | $1.50 |
ELS (DividendGrowth) | Pay Day | Oct 10, 2025 | $0.52 |
RSG (DividendGrowth) | Pay Day | Oct 15, 2025 | $0.62 |
 PUK (CPHequities) | Pay Day | Oct 16, 2025 | $0.15 |
XEL (Coolcontribution) | Pay Day | Oct 20, 2025 | $0.57 |
XEL (DividendGrowth) | Pay Day | Oct 20, 2025 | $0.57 |
 LOW (DividendGrowth) | Ex-Dividend | Oct 22, 2025 | $1.20 |
SYY (DividendGrowth) | Pay Day | Oct 24, 2025 | $0.54 |
LOW (DividendGrowth) | Pay Day | Nov 5, 2025 | $1.20 |
 HM-B.ST (JonasBarrelov) | Ex-Dividend | Nov 6, 2025 | $0.31 |
APD (DividendGrowth) | Pay Day | Nov 10, 2025 | $1.79 |
HM-B.ST (JonasBarrelov) | Pay Day | Nov 12, 2025 | $0.31 |
GD (DividendGrowth) | Pay Day | Nov 14, 2025 | $1.50 |
 ORA.PA (CPHequities) | Ex-Dividend | Dec 2, 2025 | $0.35 |
ORA.PA (CPHequities) | Pay Day | Dec 4, 2025 | $0.35 |
 INDA (CPHequities) | Pay Day | Dec 20, 2025 | $0.00 |
Performance Metrics
Score 2.9/10
Beta
2.08
2.08
0
0.8
1.2
0
3
Sharpe Ratio
0.19
0.19
0
0.5
1
1.5
1.5
Sortino Ratio
0.33
0.33
0
1
2
3
3
Jensen's Alpha
-3.73
-3.73
-4
0
2
4.5
4.5
Omega Ratio
1.08
1.08
0
1
1.5
2.5
2.5
Treynor Ratio
0.74
0.74
0
0.75
1.25
2
2
Information Ratio
0.08
0.08
0
0.3
0.6
1
1
Calmar Ratio
-0.21
-0.21
-1
0.3
0.6
1
1
Beta
2.08
2.08
0
0.8
1.2
0
3
Sharpe Ratio
0.19
0.19
0
0.5
1
1.5
1.5
Sortino Ratio
0.33
0.33
0
1
2
3
3
Jensen's Alpha
-3.73
-3.73
-4
0
2
4.5
4.5
Omega Ratio
1.08
1.08
0
1
1.5
2.5
2.5
Treynor Ratio
0.74
0.74
0
0.75
1.25
2
2
Information Ratio
0.08
0.08
0
0.3
0.6
1
1
Calmar Ratio
-0.21
-0.21
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
30.68
High:
ASMDEE.ST
239.17ASMDEE.STLow:
INFA
-956.76INFADetails
PEG Ratio
77.08
High:
2338.HK
1,154.982338.HKLow:
SITM
-427.67SITMDetails
Price/Book
10.09
High:
NET
59.01NETLow:
INKT
-2.18INKTDetails
Price/Sales
10.64
High:NET
38.78NETLow:
LAR
-LARDetails
Price/CF
21.43
High:
NVAX
147.06NVAXLow:
RENT
1.07RENTDetails
Price/FCF
50.63
High:SITM
1,135.44SITMLow:
SWBI
6.38SWBIDetails
P/E Ratio
30.68
High:ASMDEE.ST
239.17ASMDEE.STLow:INFA
-956.76INFADetails
PEG Ratio
77.08
High:2338.HK
1,154.982338.HKLow:SITM
-427.67SITMDetails
Price/Book
10.09
High:NET
59.01NETLow:INKT
-2.18INKTDetails
Price/Sales
10.64
High:NET
38.78NETLow:LAR
-LARDetails
Price/CF
21.43
High:NVAX
147.06NVAXLow:RENT
1.07RENTDetails
Price/FCF
50.63
High:SITM
1,135.44SITMLow:SWBI
6.38SWBIDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-99.08% | Jan 2018 | - | 93 |