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-5.02%
This Month
+20.33%
Year To Date
+47.99%
2 Years
+19.21%
5 Years
-79.61%
10 Years
-16.33%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading44.54%
- 💻 Electronic Technology21.54%
- 🖥️ Technology Services15.13%
- ⛏️ Energy Minerals7.01%
- 🪙 Cryptocurrencies5.27%
- 🧬 Health Technology3.64%
- 📊 ETFs1.44%
- 🧪 Process Industries1.07%
- 🛠️ Producer Manufacturing0.98%
- 🪨 Non Energy Minerals0.45%
- 🏭 Industrial Services0.09%
- 🚗 Consumer Durables0.07%
- 💰 Finance0%
- ❓ Other0%
- 📦 Distribution Services0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq31.5%
- 🇺🇸 NYSE26.93%
- 🇬🇧 LSE18.56%
- 🌍 Digital Currency5.42%
- 🇩🇪 FRA1.91%
- 🇭🇰 Hong Kong Exchanges1.62%
- 🇩🇪 Xetra ETFs1.12%
- 🇨🇭 SIX0.71%
- 🇳🇱 Euronext Amsterdam0.43%
- 🌍 Commodity0.25%
- 🇸🇪 Stockholm Stock Exchange0.23%
- Tokyo Stock Exchange0.15%
- 🌍 CFD0.13%
- 🇩🇰 Copenhagen Stock Exchange0.11%
- 🇮🇹 Borsa Italiana0.09%
- 🇫🇮 Helsinki Stock Exchange0.09%
- 🇺🇸 OTC Markets Stock Exchange0%
- 🇳🇴 Oslo Stock Exchange0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States40.18%
- 🇹🇼 Taiwan10.72%
- 🇳🇱 Netherlands3.82%
- 🇩🇪 Germany2.12%
- 🇨🇳 China1.28%
- 🇨🇭 Switzerland1.02%
- 🇭🇰 Hong Kong0.9%
- 🇬🇧 United Kingdom0.67%
- 🇮🇱 Israel0.48%
- 🇨🇦 Canada0.33%
- 🇸🇪 Sweden0.32%
- 🇯🇵 Japan0.14%
- 🇩🇰 Denmark0.11%
- 🇮🇪 Ireland0.1%
- 🇫🇮 Finland0.1%
- 🇮🇹 Italy0.09%
- 🇰🇾 Cayman Islands0.03%
- 🇳🇴 Norway0%
Dividends
Dividend Yield
0.57%
30 out of 77 instruments pay dividend.
10 dividend payments in the next 30 days.
Highest Dividend: $OLN (5.28%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 DividendGrowth | 0.1% | 2.22% | - |
 PBF | 0.09% | 1.33% | $0.95 |
 TSM | 0.08% | 0.75% | $1.74 |
 AmitKup | 0.05% | 2% | - |
 BAS.DE | 0.04% | 4.28% | $3.4 |
 2338.HK | 0.03% | 4.14% | $0.57 |
 SWBI | 0.03% | 3.52% | $0.48 |
 PetrBalas | 0.03% | 1.18% | - |
 ASML | 0.02% | 0.47% | $5.57 |
 CPHequities | 0.02% | 1% | - |
 GOOG | 0.01% | 0.26% | $0.2 |
 sgstjc | 0.01% | 0.52% | - |
 MSFT | 0.01% | 0.71% | $3 |
 JonasBarrelov | 0.01% | 0.89% | - |
 01177.HK | 0.01% | 2.2% | $0.05 |
 OLN | 0.01% | 5.28% | $0.8 |
 LOGN.ZU | 0.01% | 1.53% | $1.06 |
 META | 0.01% | 0.3% | $1 |
 RHM.DE | 0.01% | 1.09% | $5.7 |
 NVDA | 0.01% | 0.24% | $0.02 |
 Coolcontribution | 0% | 0.44% | - |
 REGN | 0% | 0.46% | - |
 P911.DE | 0% | 2.43% | $2.31 |
 ReturnInvest | 0% | 0.08% | - |
 Core-Equity | 0% | 0% | - |
 Core-Moderate | 0% | 0% | - |
 COFFEEB.ST | 0% | -2.61% | - |
 ACLN.ZU | 0% | -2.25% | $-0.85 |
 SFGYY | 0% | -2.62% | - |
 ASMDEE.ST | 0% | -1.11% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
2338.HK | Pay Day | Oct 23, 2026 | $0.00 |
 PG (DividendGrowth) | Ex-Dividend | Oct 24, 2026 | $1.09 |
 MKC (DividendGrowth) | Pay Day | Oct 26, 2026 | $0.48 |
ASML | Ex-Dividend | Oct 28, 2026 | $3.17 |
 NOK (sgstjc) | Ex-Dividend | Oct 28, 2026 | $0.04 |
 MU (CPHequities) | Pay Day | Oct 29, 2026 | $0.15 |
MU (sgstjc) | Pay Day | Oct 29, 2026 | $0.15 |
 TXN (CPHequities) | Ex-Dividend | Oct 31, 2026 | $1.42 |
TXN (DividendGrowth) | Ex-Dividend | Oct 31, 2026 | $1.42 |
 CASY (DividendGrowth) | Ex-Dividend | Oct 31, 2026 | $0.57 |
 BMY (CPHequities) | Pay Day | Nov 2, 2026 | $0.63 |
BMY (DividendGrowth) | Pay Day | Nov 2, 2026 | $0.63 |
 HM-B.ST (JonasBarrelov) | Ex-Dividend | Nov 4, 2026 | $0.40 |
 LOW (DividendGrowth) | Pay Day | Nov 4, 2026 | $1.25 |
 INTC (CPHequities) | Ex-Dividend | Nov 7, 2026 | $0.12 |
 INVE-A.ST (JonasBarrelov) | Ex-Dividend | Nov 8, 2026 | $0.00 |
 DE (CPHequities) | Pay Day | Nov 9, 2026 | $1.62 |
 AAPL (CPHequities) | Ex-Dividend | Nov 10, 2026 | $0.27 |
AAPL (sgstjc) | Ex-Dividend | Nov 10, 2026 | $0.27 |
AAPL (JonasBarrelov) | Ex-Dividend | Nov 10, 2026 | $0.27 |
 IBM (JonasBarrelov) | Ex-Dividend | Nov 10, 2026 | $1.69 |
HM-B.ST (JonasBarrelov) | Pay Day | Nov 10, 2026 | $0.40 |
 F (sgstjc) | Ex-Dividend | Nov 11, 2026 | $0.15 |
 TGT (DividendGrowth) | Ex-Dividend | Nov 12, 2026 | $1.14 |
 BRO (DividendGrowth) | Ex-Dividend | Nov 12, 2026 | $0.17 |
 ACN (DividendGrowth) | Pay Day | Nov 13, 2026 | $1.63 |
PBF | Ex-Dividend | Nov 14, 2026 | $0.28 |
 LLY (CPHequities) | Ex-Dividend | Nov 14, 2026 | $1.73 |
 HSBC (sgstjc) | Ex-Dividend | Nov 14, 2026 | $0.50 |
 KR (DividendGrowth) | Ex-Dividend | Nov 14, 2026 | $0.35 |
 CHD (DividendGrowth) | Ex-Dividend | Nov 14, 2026 | $0.31 |
 XOM (CPHequities) | Ex-Dividend | Nov 17, 2026 | $1.03 |
 COP (CPHequities) | Ex-Dividend | Nov 17, 2026 | $0.84 |
REGN | Ex-Dividend | Nov 18, 2026 | $0.94 |
REGN (sgstjc) | Ex-Dividend | Nov 18, 2026 | $0.94 |
 EVRG (DividendGrowth) | Ex-Dividend | Nov 18, 2026 | $0.69 |
 CVX.US (DividendGrowth) | Ex-Dividend | Nov 19, 2026 | $1.78 |
MSFT | Ex-Dividend | Nov 20, 2026 | $0.91 |
MSFT (CPHequities) | Ex-Dividend | Nov 20, 2026 | $0.91 |
MSFT (PetrBalas) | Ex-Dividend | Nov 20, 2026 | $0.91 |
 AMAT (PetrBalas) | Ex-Dividend | Nov 20, 2026 | $0.53 |
MSFT (sgstjc) | Ex-Dividend | Nov 20, 2026 | $0.91 |
MSFT (JonasBarrelov) | Ex-Dividend | Nov 20, 2026 | $0.91 |
MSFT (ReturnInvest) | Ex-Dividend | Nov 20, 2026 | $0.91 |
MSFT (DividendGrowth) | Ex-Dividend | Nov 20, 2026 | $0.91 |
 SHW (DividendGrowth) | Ex-Dividend | Nov 21, 2026 | $0.80 |
 JNJ (CPHequities) | Ex-Dividend | Nov 25, 2026 | $1.34 |
JNJ (DividendGrowth) | Ex-Dividend | Nov 25, 2026 | $1.34 |
 SPGI (DividendGrowth) | Ex-Dividend | Nov 26, 2026 | $0.97 |
OLN | Ex-Dividend | Nov 27, 2026 | $0.20 |
 NEE (DividendGrowth) | Ex-Dividend | Nov 28, 2026 | $0.62 |
 GS (PetrBalas) | Ex-Dividend | Dec 1, 2026 | $4.50 |
 MCD (DividendGrowth) | Ex-Dividend | Dec 1, 2026 | $1.86 |
 NKE (DividendGrowth) | Ex-Dividend | Dec 1, 2026 | $0.41 |
 LMT (DividendGrowth) | Ex-Dividend | Dec 1, 2026 | $3.45 |
 UNP (DividendGrowth) | Ex-Dividend | Dec 1, 2026 | $1.38 |
 NOC (DividendGrowth) | Ex-Dividend | Dec 1, 2026 | $2.47 |
 SLGN (DividendGrowth) | Ex-Dividend | Dec 1, 2026 | $0.21 |
 ADI.US (DividendGrowth) | Ex-Dividend | Dec 1, 2026 | $1.10 |
 FDS (DividendGrowth) | Ex-Dividend | Dec 1, 2026 | $1.16 |
 QCOM (DividendGrowth) | Ex-Dividend | Dec 3, 2026 | $0.92 |
 LIN (DividendGrowth) | Ex-Dividend | Dec 3, 2026 | $1.60 |
GOOG | Ex-Dividend | Dec 4, 2026 | $0.22 |
GOOG (CPHequities) | Ex-Dividend | Dec 4, 2026 | $0.22 |
GOOG (PetrBalas) | Ex-Dividend | Dec 4, 2026 | $0.22 |
GOOG (JonasBarrelov) | Ex-Dividend | Dec 4, 2026 | $0.22 |
GOOG (ReturnInvest) | Ex-Dividend | Dec 4, 2026 | $0.22 |
 PYPL (ReturnInvest) | Ex-Dividend | Dec 4, 2026 | $0.14 |
 PEP (DividendGrowth) | Ex-Dividend | Dec 4, 2026 | $1.48 |
 LHX (DividendGrowth) | Ex-Dividend | Dec 4, 2026 | $1.25 |
 JKHY (DividendGrowth) | Ex-Dividend | Dec 4, 2026 | $0.61 |
NVDA | Ex-Dividend | Dec 10, 2026 | $0.25 |
 TRV (CPHequities) | Ex-Dividend | Dec 10, 2026 | $1.25 |
 CNQ (DividendGrowth) | Ex-Dividend | Dec 11, 2026 | $0.47 |
 MRK (CPHequities) | Ex-Dividend | Dec 15, 2026 | $0.85 |
 PHM (PetrBalas) | Ex-Dividend | Dec 15, 2026 | $0.26 |
 KO (DividendGrowth) | Ex-Dividend | Dec 15, 2026 | $0.53 |
 XEL (DividendGrowth) | Ex-Dividend | Dec 15, 2026 | $0.59 |
TSM | Ex-Dividend | Dec 16, 2026 | $0.95 |
TSM (CPHequities) | Ex-Dividend | Dec 16, 2026 | $0.95 |
TSM (PetrBalas) | Ex-Dividend | Dec 16, 2026 | $0.95 |
 WU (AmitKup) | Ex-Dividend | Dec 16, 2026 | $0.23 |
SWBI | Ex-Dividend | Dec 17, 2026 | $0.13 |
 BBY (DividendGrowth) | Ex-Dividend | Dec 17, 2026 | $0.96 |
META | Ex-Dividend | Dec 21, 2026 | $0.53 |
META (ReturnInvest) | Ex-Dividend | Dec 21, 2026 | $0.53 |
COFFEEB.ST | Ex-Dividend | Dec 25, 2026 | $0.00 |
ASMDEE.ST | Ex-Dividend | Dec 25, 2026 | $0.00 |
COFFEEB.ST (JonasBarrelov) | Ex-Dividend | Dec 25, 2026 | $0.00 |
 ELS (DividendGrowth) | Ex-Dividend | Dec 25, 2026 | $0.54 |
DE (CPHequities) | Ex-Dividend | Dec 30, 2026 | $1.62 |
 DIS (ReturnInvest) | Ex-Dividend | Dec 30, 2026 | $0.75 |
 CAH (DividendGrowth) | Ex-Dividend | Jan 1, 2027 | $0.52 |
BMY (CPHequities) | Ex-Dividend | Jan 2, 2027 | $0.63 |
BMY (DividendGrowth) | Ex-Dividend | Jan 2, 2027 | $0.63 |
 RSG (DividendGrowth) | Ex-Dividend | Jan 2, 2027 | $0.63 |
 ROP (DividendGrowth) | Ex-Dividend | Jan 2, 2027 | $0.91 |
 RGLD (DividendGrowth) | Ex-Dividend | Jan 2, 2027 | $0.47 |
ACN (DividendGrowth) | Ex-Dividend | Jan 13, 2027 | $1.63 |
MKC (DividendGrowth) | Ex-Dividend | Jan 13, 2027 | $0.48 |
 FUTR.L (AmitKup) | Ex-Dividend | Jan 13, 2027 | $0.23 |
MU (CPHequities) | Ex-Dividend | Jan 14, 2027 | $0.15 |
MU (sgstjc) | Ex-Dividend | Jan 14, 2027 | $0.15 |
 SSE.L (sgstjc) | Ex-Dividend | Jan 28, 2027 | $0.63 |
 INGA.NV (CPHequities) | Ex-Dividend | Feb 3, 2027 | $0.88 |
 0992.HK (PetrBalas) | Ex-Dividend | Feb 5, 2027 | $0.04 |
 AZN.L (sgstjc) | Ex-Dividend | Feb 11, 2027 | $2.17 |
 SGRO.L (sgstjc) | Ex-Dividend | Feb 11, 2027 | $0.29 |
AZN.L (JonasBarrelov) | Ex-Dividend | Feb 11, 2027 | $2.17 |
01177.HK | Ex-Dividend | Mar 1, 2027 | $0.01 |
 JYSK.CO (CPHequities) | Ex-Dividend | Mar 18, 2027 | $3.97 |
 ABBN.ZU (JonasBarrelov) | Ex-Dividend | Mar 23, 2027 | $1.19 |
2338.HK | Ex-Dividend | Mar 25, 2027 | $0.00 |
 SWED-A.ST (JonasBarrelov) | Ex-Dividend | Mar 25, 2027 | $2.28 |
 NESTE.HE (CPHequities) | Ex-Dividend | Mar 26, 2027 | $0.24 |
 SHB-A.ST (JonasBarrelov) | Ex-Dividend | Mar 26, 2027 | $0.90 |
 SONY (PetrBalas) | Ex-Dividend | Mar 30, 2027 | $0.07 |
SFGYY | Ex-Dividend | Mar 31, 2027 | $0.00 |
 VOLV-A.ST (JonasBarrelov) | Ex-Dividend | Apr 9, 2027 | $0.00 |
 SKF-A.ST (JonasBarrelov) | Ex-Dividend | Apr 14, 2027 | $0.00 |
 SHA0.DE (JonasBarrelov) | Ex-Dividend | Apr 24, 2027 | $0.47 |
 SAND.ST (JonasBarrelov) | Ex-Dividend | Apr 29, 2027 | $0.67 |
 BOL.ST (JonasBarrelov) | Ex-Dividend | Apr 29, 2027 | $1.18 |
 SSABAH.HE (JonasBarrelov) | Ex-Dividend | Apr 29, 2027 | $0.00 |
BAS.DE | Ex-Dividend | May 4, 2027 | $2.62 |
ACLN.ZU | Ex-Dividend | May 6, 2027 | -$1.91 |
 DHL.DE (CPHequities) | Ex-Dividend | May 6, 2027 | $2.05 |
ACLN.ZU (JonasBarrelov) | Ex-Dividend | May 6, 2027 | -$1.91 |
 NAS.OL (JonasBarrelov) | Ex-Dividend | May 7, 2027 | $0.09 |
RHM.DE | Ex-Dividend | May 13, 2027 | $13.50 |
 DB (PetrBalas) | Ex-Dividend | May 29, 2027 | $1.16 |
 BABA (JonasBarrelov) | Ex-Dividend | Jun 11, 2027 | $1.05 |
 VOW3.DE (sgstjc) | Ex-Dividend | Jun 19, 2027 | $6.04 |
P911.DE | Ex-Dividend | Jun 24, 2027 | $0.00 |
LOGN.ZU | Ex-Dividend | Sep 21, 2027 | $0.00 |
LOGN.ZU (PetrBalas) | Ex-Dividend | Sep 21, 2027 | $0.00 |
Performance Metrics
Score 3/10
Beta
2.01
2.01
0
0.8
1.2
0
3
Sharpe Ratio
0.2
0.2
0
0.5
1
1.5
1.5
Sortino Ratio
0.36
0.36
0
1
2
3
3
Jensen's Alpha
-3.35
-3.35
-4
0
2
4.5
4.5
Omega Ratio
1.09
1.09
0
1
1.5
2.5
2.5
Treynor Ratio
0.77
0.77
0
0.75
1.25
2
2
Information Ratio
0.09
0.09
0
0.3
0.6
1
1
Calmar Ratio
-0.17
-0.17
-1
0.3
0.6
1
1
Beta
2.01
2.01
0
0.8
1.2
0
3
Sharpe Ratio
0.2
0.2
0
0.5
1
1.5
1.5
Sortino Ratio
0.36
0.36
0
1
2
3
3
Jensen's Alpha
-3.35
-3.35
-4
0
2
4.5
4.5
Omega Ratio
1.09
1.09
0
1
1.5
2.5
2.5
Treynor Ratio
0.77
0.77
0
0.75
1.25
2
2
Information Ratio
0.09
0.09
0
0.3
0.6
1
1
Calmar Ratio
-0.17
-0.17
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
26.56
High:
CRWD
7,637.82CRWDLow:
NET
-616.83NETDetails
PEG Ratio
5.95
High:CRWD
67.97CRWDLow:
RENT
0RENTDetails
Price/Book
10.21
High:
KLTR
118.39KLTRLow:
NVAX
-10.85NVAXDetails
Price/Sales
12.62
High:CRWD
52.78CRWDLow:
SLDB
-SLDBDetails
Price/CF
25.11
High:
FLR.US
767.13FLR.USLow:PBF
3.25PBFDetails
Price/FCF
76.27
High:BAS.DE
656.13BAS.DELow:
TEAD
4.83TEADDetails
P/E Ratio
26.56
High:CRWD
7,637.82CRWDLow:NET
-616.83NETDetails
PEG Ratio
5.95
High:CRWD
67.97CRWDLow:RENT
0RENTDetails
Price/Book
10.21
High:KLTR
118.39KLTRLow:NVAX
-10.85NVAXDetails
Price/Sales
12.62
High:CRWD
52.78CRWDLow:SLDB
-SLDBDetails
Price/CF
25.11
High:FLR.US
767.13FLR.USLow:PBF
3.25PBFDetails
Price/FCF
76.27
High:BAS.DE
656.13BAS.DELow:TEAD
4.83TEADDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-99.08% | Jan 2018 | - | 106 |